MISSOULA COUNTY ASSOCIATION OF REA… - Form 990 Financial Data

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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

1947

Legal Domicile

Principal Officer

JIM BACHAND

Phone

4067280560

Tax Period

2020-01-01 to 2020-05-13

MISSOULA COUNTY ASSOCIATION OF REALTORS INC, founded in 1947, is a small nonprofit that reported $264K in total revenue in fiscal year 2020. Revenue fell 68% from the prior year — a significant decline worth monitoring. Expenses of $291K exceeded revenue, resulting in a 10% operating deficit.

Mission

THE MISSOULA ORGANIZATION OF REALTORS IS A TRADE ASSOCIATION DEDICATED TO PROVIDING VALUABLE PROGRAMS, PRODUCTS AND SERVICES TO MEMBERS, TO AFFILIATE MEMBERS AND THE COMMUNITY. MOR PROVIDES A WIDE ARRAY OF RESOURCES AND OPPORTUNITIES TO THE LOCAL REAL ESTATE INDUSTRY AND THE COMMUNITY. THIS INCLUDES LOCAL HOUSING MARKET STATISTICS, HOMEOWNERSHIP EDUCATION, MEMBER TRAINING PROGRAMS, CHARITY EVENTS, MONITORING LOCAL GOVERNMENT ISSUES PERTAINING TO REAL ESTATE AND REAL ESTATE LAW, JUST TO NAME A FEW. CHARTERED IN 1947, MOR HAS SEEN MANY CHANGES IN NEARLY 50 YEARS, BUT TWO BEDROCKS SUPPORT TODAY'S CONTINUED EXISTENCE: THE COMMITMENT TO PROTECTING PRIVATE PROPERTY RIGHTS FOR ALL INDIVIDUALS AND THE COMMITMENT TO CONDUCTING BUSINESS IN ADHERENCE TO THE REALTOR CODE OF ETHICS.

Program Service Accomplishments

Program 1

RESPONSIBLE FOR THE PROFESSIONAL STANDARDS OF 762 REALTOR MEMBERS. MOR VALUES THE COMMUNITY AND HOLD EVENTS, SUCH AS A TOUR, TO ENSURE MEMBERS ARE AN ACTIVE PART OF EACH NEIGHBORHOOD. IN ADDITION...

RESPONSIBLE FOR THE PROFESSIONAL STANDARDS OF 762 REALTOR MEMBERS. MOR VALUES THE COMMUNITY AND HOLD EVENTS, SUCH AS A TOUR, TO ENSURE MEMBERS ARE AN ACTIVE PART OF EACH NEIGHBORHOOD. IN ADDITION, MOR REQUIRES THAT ALL MEMBERS ADHERE TO THE STRICT CODE OF ETHICS DETERMINED BY THE NATIONAL ASSOCIATION OF REALTORS AND ENFORCES ANY VIOLATIONS THROUGH IN-HOUSE PROFESSIONAL STANDARDS PROCEEDINGS. MOR ALSO ACTS AS THE VOICE OF REAL ESTATE IN MISSOULA, OFFERING ADVICE TO THE COMMUNITY AS WELL AS MONTHLY STATISTICS AND AN ANNUAL HOUSING REPORT.

Program 2

EDUCATIONAL SEMINARS BENEFITTING 762 REALTOR MEMBERS. MOR OFFERS CONTINUING EDUCATION CLASSES TO ENSURE OUR MEMBERS OFFER A HIGH LEVEL OF SERVICE TO THEIR CLIENTS. IN ADDITION TO THE CREDITS REQUIRED...

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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 (2020)

Revenue Breakdown

Contributions & Grants $73,142

Program Service Revenue $178,513

Investment Income $37

Other Revenue $11,897

TOTAL REVENUE $263,589

Expense Breakdown

Grants Paid $0

Salaries & Benefits $121,648

Fundraising Expenses $0

Other Expenses $169,121

TOTAL EXPENSES $290,769

Year-over-Year Comparison

	2020	2019	Change
Revenue	$263,589	$822,405	-0.7%
Expenses	$290,769	$793,345	-0.6%
Net Income	$-27,180	$29,060	-1.9%

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

120

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

$75,234

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEREK DJ SMITH	PRESIDENT	1.50	Officer Director	$0	$0	$0
SHANNON HILLIARD	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
MANDY SNOOK	FIRST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOLENE TATUM	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
KIM KAUFMAN	TREASURER	1.50	Officer Director	$0	$0	$0
BRINT WALBERG	DIRECTOR	0.50	Director	$0	$0	$0
MARY TROCHMANN	DIRECTOR	0.50	Director	$0	$0	$0
DEKE TIDWELL	DIRECTOR	0.50	Director	$0	$0	$0
SHAYLA SUCHECKI	DIRECTOR	0.50	Director	$0	$0	$0
CAROL ANNE SOWERBY	DIRECTOR	0.50	Director	$0	$0	$0
CARLY KELLEY	DIRECTOR	0.50	Director	$0	$0	$0
ANNELISE HEDAHL	DIRECTOR	0.50	Director	$0	$0	$0
KC HART	DIRECTOR	0.50	Director	$0	$0	$0
LAURA WALKER	DIRECTOR	0.50	Director	$0	$0	$0
DARRA NORGAARD	DIRECTOR	0.50	Director	$0	$0	$0
JOHN BRAUER	DIRECTOR (FORMER)	0.50	Director	$0	$0	$0
TORY DAILEY	DIRECTOR (FORMER)	0.50	Director	$0	$0	$0
MELISSA MOONEY	DIRECTOR (FORMER)	0.50	Director	$0	$0	$0
RUTH HACKNEY	EXECUTIVE DIRECTOR (FORMER	40.00	Officer	$64,465	$0	$64,465
JIM BACHAND	EXECUTIVE DIRECTOR	40.00	Officer	$10,769	$0	$10,769

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
2020	$263,589	$290,769	No data	$-27,180
2019	$822,405	$793,345	$1,764,363	$29,060
2018	$941,550	$835,115	$1,741,274	$106,435

MISSOULA COUNTY ASSOCIATION OF REALTORS INC