SOCIETY OF INDUSTRIAL & OFFICE REALTORS (EIN 880451795) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1941

Legal Domicile

Principal Officer

PAUL SWEETLAND

Phone

7027985156

Tax Period

2023-01-01 to 2023-12-31

SOCIETY OF INDUSTRIAL & OFFICE REALTORS, founded in 1941, is a small nonprofit that reported $183K in total revenue in fiscal year 2023. Net assets of $466K represent 30 months of operating reserves.

Mission

SOCIETY OF INDUSTRIAL AND OFFICE REALTORS IS AN ORGANIZATION COMMITTED TO HONESTY, FAIRNESS, INTEGRITY, AND SERVICE TO OUR MEMBERS AND THE COMMUNITY. WE PROVIDE QUALITY MARKET INFORMATION AND EDUCATION TO PROFESSIONALS AND OUR COUNTRY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $153,667

Program Service Revenue $27,453

Investment Income $2,181

Other Revenue $0

TOTAL REVENUE $183,301

Expense Breakdown

Grants Paid $22,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $176,257

TOTAL EXPENSES $198,757

Year-over-Year Comparison

	2023	2022	Change
Revenue	$183,301	$176,554	+0.0%
Expenses	$198,757	$151,898	+0.3%
Net Income	$-15,456	$24,656	-1.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL SWEETLAND	PRESIDENT	1.00	Officer Director	$0	$0	$0
CATHY JONES	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
DANIEL J DOHERTY	DIRECTOR	1.00	Director	$0	$0	$0
DONNA ALDERSON	DIRECTOR	1.00	Director	$0	$0	$0
TABER THILL	DIRECTOR	1.00	Director	$0	$0	$0
JERRY DOTY	DIRECTOR	1.00	Director	$0	$0	$0
BRET DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
PATTI DILLON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL TABEEK	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET RICHARDS	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$183,301	$198,757	$552,836	$-15,456
2022	$176,554	$151,898	$605,303	$24,656
2021	$160,110	$121,660	$571,636	$38,450
2020	$158,175	$105,924	$516,584	$52,251

SOCIETY OF INDUSTRIAL & OFFICE REALTORS