MONTROSE ASSOCIATION OF REALTORS (EIN 237216117) - 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

1991

Legal Domicile

Principal Officer

DANA GLEASON

Phone

9702496213

Tax Period

2024-01-01 to 2024-12-31

MONTROSE ASSOCIATION OF REALTORS, founded in 1991, is a small nonprofit that reported $184K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Net assets of $738K represent 48 months of operating reserves.

Mission

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

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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 $183,855

Program Service Revenue $0

Investment Income $10,802

Other Revenue $-10,159

TOTAL REVENUE $184,498

Expense Breakdown

Grants Paid $11,500

Salaries & Benefits $75,040

Fundraising Expenses $0

Other Expenses $107,601

TOTAL EXPENSES $194,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$184,498	$195,015	-0.1%
Expenses	$194,141	$172,577	+0.1%
Net Income	$-9,643	$22,438	-1.4%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW REED	Director	1.00	Director	$0	$0	$0
MICHELLE MARTINEZ	Past-President	1.00	Officer Director	$0	$0	$0
MAKURA CASIAS	Director	1.00	Director	$0	$0	$0
DANA GLEASON	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 ELECT	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	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

MONTROSE ASSOCIATION OF REALTORS