LIVINGSTON COUNTY ASSOCIATION OF REALTORS (EIN 237322213) - 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

1973

Legal Domicile

Principal Officer

TERRI FRATARCANGELI

Phone

8102251100

Tax Period

2024-01-01 to 2024-12-31

LIVINGSTON COUNTY ASSOCIATION OF REALTORS, founded in 1973, is a small nonprofit in the Community Improvement sector that reported $263K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

THE ASSOCIATION'S MISSION IS TO ADHERE TO THE REALTOR CODE OF ETHICS; TO PROVIDE MEMBERS WITH THE RESOURCES, PROGRAMS, AND SERVICES NECESSARY TO CONDUCT A PROFESSIONAL AND SUCCESSFUL BUSINESS; TO ENCOURAGE COOPERATION AMONG MEMBERS; AND TO BE THE VOICE OF REAL ESTATE THROUGH ADVOCACY OF PRIVATE PROPERTY RIGHTS.

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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 $236,239

Investment Income $18,540

Other Revenue $7,885

TOTAL REVENUE $262,664

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $158,063

Fundraising Expenses $0

Other Expenses $101,751

TOTAL EXPENSES $260,814

Year-over-Year Comparison

	2024	2023	Change
Revenue	$262,664	$231,722	+0.1%
Expenses	$260,814	$261,518	0.0%
Net Income	$1,850	$-29,796	-1.1%

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

$79,892

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD PUTKELA	PRESIDENT	7.50	Officer Director	$0	$0	$0
SHANE MCKENZIE	PRESIDENT EL	7.50	Officer Director	$0	$0	$0
LISA BOHLEN	TREASURER/SE	5.00	Officer Director	$0	$0	$0
NICOLE BARTOLOMUCCI	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY BANSALE	DIRECTOR	1.00	Director	$0	$0	$0
SHERRI GARRON	PRESIDENT	1.00	Director	$0	$0	$0
WESLEY STAMPER	DIRECTOR	2.00	Director	$0	$0	$0
CINDY CHAMPAGNE	DIRECTOR	1.00	Director	$0	$0	$0
ZACH BUX	DIRECTOR	1.00	Director	$0	$0	$0
JOE BARNWELL	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA LEACH	EXECUTIVE VI	40.00	Officer	$22,144	$0	$22,144
TERRI FRATARCANGELI	EXECUTIVE VI	40.00	Officer	$53,500	$4,248	$57,748

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	$262,664	$260,814	$1,034,425	$1,850
2023	$231,722	$261,518	$1,027,742	$-29,796
2022	$228,767	$247,786	$712,585	$-19,019
2021	$240,386	$250,247	$934,027	$-9,861
2020	$193,969	$227,866	$1,141,696	$-33,897
2019	$224,532	$247,044	$1,161,577	$-22,512
2018	$236,138	$252,644	$1,131,894	$-16,506

LIVINGSTON COUNTY ASSOCIATION OF REALTORS