Society of Industrial and Office Realtors Inc - SIOR (EIN 923930131) - 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

2023

Legal Domicile

Principal Officer

Thomas D Tucci

Phone

6305104521

Tax Period

2024-01-01 to 2024-12-31

Society of Industrial and Office Realtors Inc - SIOR, founded in 2023, is a small nonprofit in the Community Improvement sector that reported $226K in total revenue in fiscal year 2024. Revenue surged 94% from the prior year, signaling strong growth momentum. Expenses of $215K left a modest 5% surplus.

Mission

ADVANCING THE PROFESSIONAL STATUS AND STANDING OF COMMERCIAL REAL ESTATE BROKERS. Our mission is to support educational programs, scholarship programs, and research projects that will educate, enhance, and expand the commercial real estate industry. By increasing knowledge and supporting the next generation of professionals, we are working to attract a more diverse and sustainable workforce for the future. This work could not be done without the vision and leadership of Foundation volunteers.

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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 (2024)

Revenue Breakdown

Contributions & Grants $243,567

Program Service Revenue $0

Investment Income $0

Other Revenue $-17,190

TOTAL REVENUE $226,377

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $157,848

Other Expenses $214,776

TOTAL EXPENSES $214,776

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,377	$116,461	+0.9%
Expenses	$214,776	$161,369	+0.3%
Net Income	$11,601	$-44,908	-1.3%

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

N/A

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
Terry Steveson	Adminstrator	5.00	Director	$0	$0	$0
Thomas D Tucci	President	5.00	Officer	$0	$0	$0
Mindy Lissner	Vice President	5.00	Officer	$0	$0	$0
Christopher Todd	Treasurer	5.00	Officer	$0	$0	$0
Linda Hill	Secretary	5.00	Officer	$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	$226,377	$214,776	$144,224	$11,601

Society of Industrial and Office Realtors Inc - SIOR