MISSOULA COUNTY ASSOCIATION OF REALTORS INC (EIN 237441428) - 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

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

PROMOTION AND EDUCATION OF REAL ESTATE AGENTS IN WESTERN MONTANA.

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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