TRI-COUNTY SUBURBAN REALTORS (EIN 231648003) - 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

1921

Legal Domicile

Principal Officer

ANNE MARIE MATTEO

Phone

6105604800

Tax Period

2024-01-01 to 2024-12-31

TRI-COUNTY SUBURBAN REALTORS, founded in 1921, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. Expenses of $2.8M left a modest 5% surplus.

Mission

TO PROVIDE MEMBERS INFORMATION RELATIVE TO THE REAL ESTATE INDUSTRY, PROVIDE CONTINUING EDUCATION AND PROMOTE THE 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 $2,089,418

Investment Income $497,696

Other Revenue $333,362

TOTAL REVENUE $2,920,476

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,411,048

Fundraising Expenses $0

Program Expenses $686,951

Other Expenses $1,360,394

TOTAL EXPENSES $2,771,442

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,920,476	$2,808,703	+0.0%
Expenses	$2,771,442	$2,589,303	+0.1%
Net Income	$149,034	$219,400	-0.3%

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

$354,161

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID ASHE	BOARD MEMBER	0.00	Director	$0	$0	$0
KENNETH ENOCHS	BOARD MEMBER	0.00	Director	$0	$0	$0
AYSE CLAY	BOARD MEMBER	0.00	Director	$0	$0	$0
MARO MCDONELL	BOARD MEMBER	0.00	Director	$0	$0	$0
DENNIS MORGAN	BOARD MEMBER	0.00	Director	$0	$0	$0
MICHAEL MAERTEN	CHAIRMAN	0.00	Director	$0	$0	$0
DAVID SPECHT	BOARD MEMBER	0.00	Director	$0	$0	$0
SUZANNE KUNDA	BOARD MEMBER	0.00	Director	$0	$0	$0
JASON OSTROWSKY	BOARD MEMBER	0.00	Director	$0	$0	$0
AMANDA HELWIG	BOARD MEMBER	0.00	Director	$0	$0	$0
MICHAEL HOWELL	CHAIRMAN ELECT	0.00	Director	$0	$0	$0
SHANNON DIIORIO	BOARD MEMBER	0.00	Director	$0	$0	$0
ANNE MARIE MATTEO	CEO	40.00	Officer	$294,873	$59,288	$354,161

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	$2,920,476	$2,771,442	$7,308,743	$149,034
2023	$2,808,703	$2,589,303	$6,939,601	$219,400
2022	$2,221,841	$2,447,664	$6,803,990	$-225,823
2021	$3,019,415	$2,415,119	$7,126,072	$604,296
2020	$2,131,678	$1,855,641	$5,327,632	$276,037
2019	$2,305,681	$1,834,395	$4,710,045	$471,286
2018	$1,751,414	$1,909,317	$4,267,387	$-157,903

TRI-COUNTY SUBURBAN REALTORS