MONTROSE ASSOCIATION OF REALTORS

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

ANDREA JOHNSON

Phone

9702496213

Tax Period

2025-01-01 to 2025-12-31

MONTROSE ASSOCIATION OF REALTORS, founded in 1991, is a small nonprofit that reported $204K in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $727K represent 43 months of operating reserves.

Mission

PROVIDE PROFESSIONAL SERVICES TO COLORADO-LICENSED REAL ESTATE BROKERS IN MONTROSE AND OURAY COUNTIES.

Program Service Accomplishments

Program 1

PROVIDING EDUCATION, PROFESSIONAL DEVELOPMENT, AND ETHICS TRAINING AND OVERSIGHT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $203,344

Program Service Revenue $0

Investment Income $19,412

Other Revenue $-18,338

TOTAL REVENUE $204,418

Expense Breakdown

Grants Paid $12,235

Salaries & Benefits $83,241

Fundraising Expenses $0

Other Expenses $119,566

TOTAL EXPENSES $215,042

Year-over-Year Comparison

	2025	2024	Change
Revenue	$204,418	$184,498	+0.1%
Expenses	$215,042	$194,141	+0.1%
Net Income	$-10,624	$-9,643	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

Total Directors

$74,157

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE HUFF	CEO	40.00	Director	$74,157	$0	$74,157
ANDREW REED	Director	1.00	Director	$0	$0	$0
MELISSA MILLER	Director	1.00	Director	$0	$0	$0
MAKURA CASIAS	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
DANA GLEASON	PAST-PRESIDENT	1.00	Officer Director	$0	$0	$0
JESSICA ROMERO	Director	1.00	Director	$0	$0	$0
AMANDA POWELL	Director	1.00	Director	$0	$0	$0
ANDREA JOHNSON	President	1.00	Officer Director	$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
2025	$204,418	$215,042	$728,682	$-10,624
2025	No data	No data	No data	No data
2024	$184,498	$194,141	$739,185	$-9,643
2023	$195,015	$172,577	$749,378	$22,438
2022	$239,888	$117,249	$725,911	$122,639
2021	$145,988	$111,679	$618,113	$34,309
2020	$141,527	$119,088	$580,909	$22,439
2019	$175,429	$200,958	$558,182	$-25,529
2018	$196,510	$211,599	$674,592	$-15,089