OCEAN COUNTY BOARD OF REALTORS (EIN 226065375) - 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

1937

Legal Domicile

Principal Officer

DIANE M STREICHERT

Phone

8564281013

Tax Period

2018-01-01 to 2018-12-31

OCEAN COUNTY BOARD OF REALTORS, founded in 1937, is a small nonprofit that reported $728K in total revenue in fiscal year 2018. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $1.0M exceeded revenue, resulting in a 38% operating deficit.

Mission

TO PROVIDE SERVICES TO REAL ESTATE AGENCIES, INCLUDING EDUCATION ABOUT 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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $219,046

Investment Income $14,435

Other Revenue $494,636

TOTAL REVENUE $728,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $363,412

Fundraising Expenses $0

Program Expenses $565,099

Other Expenses $642,444

TOTAL EXPENSES $1,005,856

Year-over-Year Comparison

	2018	2017	Change
Revenue	$728,117	$1,047,192	-0.3%
Expenses	$1,005,856	$1,024,200	0.0%
Net Income	$-277,739	$22,992	-13.1%

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

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

$87,536

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH HENDERSON	AFFILIATE REPRESENTATIVE	2.00	Director	$0	$0	$0
JUDITH PAKAY	DIRECTOR	2.00	Director	$0	$0	$0
TAMMY A SOMORACKI	PAST PRESIDENT	2.00	Director	$0	$0	$0
ANDREA SCHLOSSER	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT SCHWARTZ	DIRECTOR	2.00	Director	$0	$0	$0
KAREN A OLSEN	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA FISHER	DIRECTOR	2.00	Director	$0	$0	$0
JAMES A FLANAGAN	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN MACFARLANE	DIRECTOR	2.00	Director	$0	$0	$0
DOUGLAS TORTORELLI	DIRECTOR	2.00	Director	$0	$0	$0
THERESA JENSEN	DIRECTOR	2.00	Director	$0	$0	$0
CLAUDIA GEARHEART	DIRECTOR	2.00	Director	$0	$0	$0
JIM DATTOLI JR	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL J FARELLA	DIRECTOR	2.00	Director	$0	$0	$0
CORINNE WHITEHEAD	DIRECTOR	2.00	Director	$0	$0	$0
LORI A WOYTANOWSKI	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD M SAPARITO JR	DIRECTOR	2.00	Director	$0	$0	$0
ERIC J BIRCHLER	VICE PRESIDENT	2.00	Officer	$0	$0	$0
CURTIS LEE	SECRETARY/TREASURER	2.00	Officer	$0	$0	$0
MARY ANN WISSEL	CEO	40.00	Officer	$87,536	$0	$87,536
NICOLE SABARESE	PRESIDENT	5.00	Officer	$0	$0	$0
VALERIE A DICKSON	PRESIDENT ELECT	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
2018	$728,117	$1,005,856	No data	$-277,739

OCEAN COUNTY BOARD OF REALTORS