MARTIN COUNTY REALTORS OF THE TREASURE COAST INC (EIN 237438181) - Form 990 Financial Analysis & Trantor Score

🔒

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

1975

Legal Domicile

Principal Officer

JANET O'BRIEN

Phone

7722831748

Tax Period

2023-10-01 to 2024-09-30

MARTIN COUNTY REALTORS OF THE TREASURE COAST INC, founded in 1975, is a small nonprofit that reported $986K in total revenue in fiscal year 2023. Expenses of $1.1M exceeded revenue, resulting in a 10% operating deficit.

Mission

THE MARTIN COUNTY REALTORS OF THE TREASURE COAST, INC. SHALL PROVIDE THE PROGRAMS, PRODUCTS AND SERVICES ENABLING ITS REALTOR MEMBERS TO BECOME MORE PROFITABLE IN AN ETHICAL, LEGAL AND PROFESSIONAL MANNER.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $877,333

Investment Income $76,707

Other Revenue $32,257

TOTAL REVENUE $986,297

Expense Breakdown

Grants Paid $0

Salaries & Benefits $448,860

Fundraising Expenses $0

Program Expenses $521,911

Other Expenses $636,238

TOTAL EXPENSES $1,085,098

Year-over-Year Comparison

	2023	2022	Change
Revenue	$986,297	$935,766	+0.1%
Expenses	$1,085,098	$982,144	+0.1%
Net Income	$-98,801	$-46,378	+1.1%

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

Employees

Volunteers

148

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

$230,536

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANET O'BRIEN	CEO	40.00	Officer	$128,833	$9,452	$138,285
MARISA MOLEIRO	COO	40.00	Officer	$84,772	$7,479	$92,251
STEVE NGO	PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHAEL PONTE	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDY SPEARS	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
DAN CARMODY	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTY BEARSE	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
SANDY MCALISTER	DIRECTOR	1.00	Director	$0	$0	$0
MARISSA CORBO	DIRECTOR	1.00	Director	$0	$0	$0
MARK HUFNAGEL	DIRECTOR	1.00	Director	$0	$0	$0
ANNE SCHMIDT	DIRECTOR	1.00	Director	$0	$0	$0
ROSI SHEPARD	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA BENSON	DIRECTOR	1.00	Director	$0	$0	$0
JPAUL MOORE	DIRECTOR	1.00	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	$986,297	$1,085,098	$3,022,837	$-98,801
2023	$935,766	$982,144	$2,932,276	$-46,378
2022	$897,138	$928,644	$2,114,173	$-31,506
2021	$926,901	$873,807	$2,409,448	$53,094
2020	$792,272	$857,687	$2,342,370	$-65,415
2019	$853,288	$915,481	$2,376,728	$-62,193
2018	$832,246	$922,812	$2,517,691	$-90,566

MARTIN COUNTY REALTORS OF THE TREASURE COAST INC