MONTGOMERY COUNTY ASSOCIATION OF REALTORS INC (EIN 231880187) - 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

1998

Legal Domicile

Principal Officer

ANNE MARIE MATEO

Phone

6105604800

Tax Period

2020-01-01 to 2020-12-31

MONTGOMERY COUNTY ASSOCIATION OF REALTORS INC, founded in 1998, is a small nonprofit that reported $968K in total revenue in fiscal year 2020. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $238K, a strong 25% operating margin.

Mission

THE MONTGOMERY COUNTY ASSOCIATION OF REALTORS IS THE LEADING LOCAL ADVOCATE FOR PROFESSIONALISM AND INTEGRITY IN REAL ESTATE. MCAR PROVIDES THE RESOURCES NECESSARY TO ADVANCE MEMBERS' EDUCATION, ENCOURAGE AND ENFORCE ETHICAL BUSINESS PRACTICES, PRESERVE PRIVATE PROPERTY RIGHTS AND STRENGTHEN THE COMMUNITIES IT SERVES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $637,022

Investment Income $15,153

Other Revenue $315,787

TOTAL REVENUE $967,962

Expense Breakdown

Grants Paid $0

Salaries & Benefits $339,995

Fundraising Expenses $0

Other Expenses $390,339

TOTAL EXPENSES $730,334

Year-over-Year Comparison

	2020	2019	Change
Revenue	$967,962	$754,866	+0.3%
Expenses	$730,334	$814,334	-0.1%
Net Income	$237,628	$-59,468	-5.0%

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

$165,951

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER CARR	DIRECTOR	1.00	Director	$0	$0	$0
JAMES CASSIDY JR	DIRECTOR	1.00	Director	$0	$0	$0
THERESA KEHLER	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA HELWIG	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM J KELLY III	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MAERTEN	DIRECTOR	1.00	Director	$0	$0	$0
LORETTA MCKEOGH	DIRECTOR	1.00	Director	$0	$0	$0
MARY MORSA	SECRETARY/TREASURER	1.00	Director	$0	$0	$0
LOUIS MUSCELLA	DIRECTOR	1.00	Director	$0	$0	$0
ERIC REHLING	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN RENISH	DIRECTOR	1.00	Director	$0	$0	$0
JEROME SCARPELLO	DIRECTOR	1.00	Director	$0	$0	$0
AMY SHEA	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS SKIFFINGTON	DIRECTOR	1.00	Director	$0	$0	$0
SHAINA N MCANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
ANNE TULLOCH	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA MCKNIGHT	VICE PRESIDENT	1.00	Officer	$0	$0	$0
GAIL J FUSCO	EXECUTIVE OFFICER	40.00	Officer	$157,195	$8,756	$165,951
SUZANNE KUNDA	DIRECTOR	1.00	Officer	$0	$0	$0
KATHLEEN MCGURIMAN	PRESIDENT	1.00	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
2020	$967,962	$730,334	No data	$237,628
2019	$754,866	$814,334	$1,521,564	$-59,468
2019	$749,866	$813,531	$1,516,565	$-63,665
2018	$843,683	$802,705	$1,440,693	$40,978

MONTGOMERY COUNTY ASSOCIATION OF REALTORS INC