NORTHERN CALIFORNIA CHAPTER OF THE… - Form 990 Financial Data

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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

1996

Legal Domicile

Principal Officer

ETHAN SMITH

Phone

9255770340

Tax Period

2022-11-01 to 2023-10-31

NORTHERN CALIFORNIA CHAPTER OF THE SOCIETY OF INDUSTRIAL & OFFICE REALTORS, founded in 1996, is a small nonprofit that reported $200K in total revenue in fiscal year 2022. Revenue surged 33% from the prior year, signaling strong growth momentum.

Mission

THE SIOR FOUNDATION'S MISSION IS TO PROMOTE AND SUPPORT INITIATIVES THAT EXPAND, EDUCATE, AND ENRICH THE COMMERCIAL REAL ESTATE COMMUNITY.

Program Service Accomplishments

Program 1

THE CHAPTER PROVIDED SCHOLARSHIPS TO COLLEGE STUDENTS IN BUSINESS PROGRAMS SPECIALIZING IN REAL ESTATE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $199,576

Investment Income $0

Other Revenue $0

TOTAL REVENUE $199,576

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $194,436

TOTAL EXPENSES $194,436

Year-over-Year Comparison

	2022	2021	Change
Revenue	$199,576	$150,261	+0.3%
Expenses	$194,436	$238,885	-0.2%
Net Income	$5,140	$-88,624	-1.1%

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

N/A

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
TOM TYER	MEMBERSHIP/ADMISSIONS CHAI	10.00	Director	$0	$0	$0
ETHAN SMITH	PRESIDENT	10.00	Officer	$0	$0	$0
DAVID BUCHHOLZ	VICE PRESIDENT	10.00	Officer	$0	$0	$0
KYLE PORTAL	TREASURER	10.00	Officer	$0	$0	$0
MICHAEL CARRIGG	PAST PRESIDENT	10.00	Officer	$0	$0	$0
ALEX HOECK	SECRETARY	10.00	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
2023	$199,576	$194,436	$40,501	$5,140
2022	$150,261	$238,885	$35,361	$-88,624
2021	$146,622	$132,700	$123,985	$13,922
2020	$160,364	$145,710	$110,063	$14,654
2019	$204,501	$226,478	$95,409	$-21,977
2018	$205,335	$226,235	$117,386	$-20,900

NORTHERN CALIFORNIA CHAPTER OF THE SOCIETY OF INDUSTRIAL & OFFICE REALTORS