NEW CANAAN BOARD OF REALTORS INC

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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

Principal Officer

JOSEPH SCOZZAFAVA

Phone

2039669523

Tax Period

2024-01-01 to 2024-12-31

NEW CANAAN BOARD OF REALTORS INC is a small nonprofit that reported $122K in total revenue in fiscal year 2024. The organization ran a surplus of $42K, a strong 34% operating margin.

Mission

TO PROVIDE TO THE PUBLIC INFORMATION REGARDING REAL ESTATE TRANSACTIONS.

Program Service Accomplishments

Program 1

TO DISTRIBUTE TO THE PUBLIC AND ITS MEMBERS INFORMATION REGARDING HOMES FOR SALE IN THE NEW CANAAN AREA.

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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 $2,000

Program Service Revenue $92,622

Investment Income $27,009

Other Revenue $0

TOTAL REVENUE $121,631

Expense Breakdown

Grants Paid $1,610

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $78,318

TOTAL EXPENSES $79,928

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,631	$122,191	0.0%
Expenses	$79,928	$105,858	-0.2%
Net Income	$41,703	$16,333	+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

N/A

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
JOHN DUNN	TREASURER	N/A	Officer	$0	$0	$0
JANE FORTE	SECRETARY	N/A	Officer	$0	$0	$0
JOSEPH SCOZZAFAVA	PRESIDENT	N/A	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	$121,631	$79,928	$641,631	$41,703
2023	$122,191	$105,858	$585,947	$16,333
2022	$144,928	$128,945	$560,113	$15,983
2021	$133,860	$125,146	$622,272	$8,714
2020	$110,152	$133,060	$595,446	$-22,908
2019	$98,948	$132,425	$561,169	$-33,477
2018	$106,285	$45,708	$589,487	$60,577