HUNTERDONSOMERSET ASSOCIATION OF REALTORS (EIN 221756607) - 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

1977

Legal Domicile

Principal Officer

ANNE RENDLE

Phone

9087253117

Tax Period

2018-01-01 to 2018-12-31

HUNTERDONSOMERSET ASSOCIATION OF REALTORS, founded in 1977, is a small nonprofit that reported $433K in total revenue in fiscal year 2018. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $161K, a strong 37% operating margin.

Mission

TO PROVIDE PROFESSIONAL DEVELOPMENT AND ETHICAL STANDARDS IN THE BEST INTERESTS OF THE REAL ESTATE PROFESSION

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $379,104

Investment Income $2,898

Other Revenue $50,530

TOTAL REVENUE $432,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $108,514

Fundraising Expenses $0

Other Expenses $163,420

TOTAL EXPENSES $271,934

Year-over-Year Comparison

	2018	2017	Change
Revenue	$432,532	$477,866	-0.1%
Expenses	$271,934	$406,049	-0.3%
Net Income	$160,598	$71,817	+1.2%

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

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

$58,769

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM BACSO	Director	1.00	Director	$0	$0	$0
MICHAEL DOWNER	Director	0.00	Director	$0	$0	$0
TODD JAMES	Director	0.00	Director	$0	$0	$0
ROBERT GRAYSON	Treasurer	1.00	Director	$0	$0	$0
SCOTT LEIFER	Director	0.00	Director	$0	$0	$0
JONATHAN KESSLER	Director	1.00	Director	$0	$0	$0
JOSEPH KOZOH	Director	1.00	Director	$0	$0	$0
SUSAN LARUE	Director	1.00	Director	$0	$0	$0
JOSEPH PETERS	Director	1.00	Director	$0	$0	$0
ROXANNE DAIUTO	CEO	40.00	Officer	$50,769	$0	$50,769
TRACEE SCHAEFER	Director	1.00	Officer	$0	$0	$0
FRANCIS TORRE	Director	1.00	Officer	$0	$0	$0
TERESA TRIGAS-PFEFFERLE	President	1.00	Officer	$8,000	$0	$8,000

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
2018	$432,532	$271,934	No data	$160,598

HUNTERDONSOMERSET ASSOCIATION OF REALTORS