BURLINGTON ALAMANCE COUNTY ASSN OF REAL (EIN 237297734) - 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

1946

Legal Domicile

Principal Officer

DAVID MASSEY

Phone

3362273518

Tax Period

2023-01-01 to 2023-12-31

BURLINGTON ALAMANCE COUNTY ASSN OF REAL, founded in 1946, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 136% from the prior year, signaling strong growth momentum. Expenses of $873K left a modest 13% surplus.

Mission

TO ESTABLISH AND STANDARDIZE THE BUSINESS OF THE REALTORS SO THAT IT SHALL ENHANCE A MORE UNIFORM CODE OF ETHICS FOR REALTORS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $251,556

Investment Income $17,573

Other Revenue $734,600

TOTAL REVENUE $1,003,729

Expense Breakdown

Grants Paid $537,050

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $315,569

Other Expenses $335,598

TOTAL EXPENSES $872,648

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,003,729	$425,609	+1.4%
Expenses	$872,648	$347,844	+1.5%
Net Income	$131,081	$77,765	+0.7%

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

N/A

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
DAVID MASSEY	PRESIDENT	4.00	Officer Director	$0	$0	$0
HOLLY ROSE	SECRETARY	4.00	Officer Director	$0	$0	$0
VICKY HUNLEY	TREASURER	4.00	Officer Director	$0	$0	$0
JASON SCOTT	PRESIDENT ELECT	4.00	Officer Director	$0	$0	$0
KRISTI MAY	EX-OFFICIO	2.00	Officer Director	$0	$0	$0
JOHN WALKER	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL REAVES	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA BRYANT	DIRECTOR	2.00	Director	$0	$0	$0
SHERRY HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
TINA PIERCE	DIRECTOR	2.00	Director	$0	$0	$0
LUCAS HOWARD	DIRECTOR	2.00	Director	$0	$0	$0
BEVERLY FOSTER	DIRECTOR	2.00	Director	$0	$0	$0
MARLO COUNTISS	DIRECTOR	2.00	Director	$0	$0	$0
JOSHUA WHITLEY	DIRECTOR	2.00	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
2024	No data	No data	No data	No data
2023	$1,003,729	$872,648	$756,486	$131,081
2022	$425,609	$347,844	$625,405	$77,765
2021	$367,981	$305,863	$547,640	$62,118
2020	$337,026	$276,767	$485,522	$60,259
2019	$361,488	$287,476	$425,263	$74,012
2018	$303,069	$259,547	$351,251	$43,522

BURLINGTON ALAMANCE COUNTY ASSN OF REAL