SOCIETY OF EXCHANGE COUNSELORS (EIN 941688055) - 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

1995

Legal Domicile

Principal Officer

MARK LECHNER

Phone

9722339108

Tax Period

2024-01-01 to 2024-12-31

SOCIETY OF EXCHANGE COUNSELORS, founded in 1995, is a small nonprofit that reported $437K in total revenue in fiscal year 2024. Expenses of $572K exceeded revenue, resulting in a 31% operating deficit.

Mission

TO UNITE THOSE QUALIFIED IN REAL ESTATE COUNSELING AND EXCHANGE FOR THE MUTUAL BENEFIT OF THE MEMBERS AND THE GENERAL PUBLIC FOR EDUCATION AND PROMOTION OF THE REAL ESTATE INDUSTRY.

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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 $0

Program Service Revenue $430,307

Investment Income $5,836

Other Revenue $449

TOTAL REVENUE $436,592

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $572,206

TOTAL EXPENSES $572,206

Year-over-Year Comparison

	2024	2023	Change
Revenue	$436,592	$447,836	0.0%
Expenses	$572,206	$430,696	+0.3%
Net Income	$-135,614	$17,140	-8.9%

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
WES DINGLER	2ND VP	1.00	Officer Director	$0	$0	$0
PAUL HAKIM	SEC/TREAS	1.00	Officer Director	$0	$0	$0
PAUL WINGER	Director	1.00	Director	$0	$0	$0
JOSH FOX	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
NICK DEMARTE	1ST VP	1.00	Officer Director	$0	$0	$0
STEVE FITHIAN	Director	1.00	Director	$0	$0	$0
BRYAN NEAL	Director	1.00	Director	$0	$0	$0
DAVID KANNEY	Director	1.00	Director	$0	$0	$0
RICH SCHINDLER	Director	1.00	Director	$0	$0	$0
MIKE LANE	Director	1.00	Director	$0	$0	$0
TYLER NEPOTE	Director	1.00	Director	$0	$0	$0
MONTE FROEHLICH	Director	1.00	Director	$0	$0	$0
MARK LECHNER	President	2.00	Officer Director	$0	$0	$0
GREG MCLANE	Director	1.00	Director	$0	$0	$0
ADAM RATH	Director	1.00	Director	$0	$0	$0
DON TARDY	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	$436,592	$572,206	$216,571	$-135,614
2023	$447,836	$430,696	$352,185	$17,140
2022	$530,308	$396,554	$335,045	$133,754
2021	$411,603	$414,604	$201,291	$-3,001
2020	$276,420	$257,612	$204,292	$18,808
2019	$361,711	$338,072	$185,484	$23,639
2018	$349,296	$333,703	$161,845	$15,593

SOCIETY OF EXCHANGE COUNSELORS