CONEJO SIMI MOORPARK ASSOC OF REALTORS (EIN 271255355) - 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

2009

Legal Domicile

Phone

8054956603

Tax Period

2024-01-01 to 2024-12-31

CONEJO SIMI MOORPARK ASSOC OF REALTORS, founded in 2009, is a community nonprofit in the Community Improvement sector that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 6% surplus.

Mission

THE CONEJO SIMI MOORPARK ASSOCIATION OF REALTORS IS A TRADE ASSOCIATION OFFERING A VARIETY OF REAL ESTATE SERVICES, PRODUCTS & EDUCATION TO ALL QUALIFIED REALTORS & ASSOCIATES.

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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 $1,526,133

Investment Income $112,582

Other Revenue $26,247

TOTAL REVENUE $1,664,962

Expense Breakdown

Grants Paid $76,875

Salaries & Benefits $760,859

Fundraising Expenses $0

Other Expenses $729,489

TOTAL EXPENSES $1,567,223

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,664,962	$1,513,056	+0.1%
Expenses	$1,567,223	$1,631,552	0.0%
Net Income	$97,739	$-118,496	-1.8%

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

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
EVELYN SCHULTZ	CHIEF EXECUTIVE OFFICER	40.00		$197,698	$40,312	$238,010
CHRISTINE MASON	Director	1.00	Director	$0	$0	$0
BROOKE GRAYSON	President	2.00	Officer Director	$0	$0	$0
BRET CARDEN	Director	1.00	Director	$0	$0	$0
CHARLENE SIEMON	Director	1.00	Director	$0	$0	$0
RYAN HUGGINS	Director	1.00	Director	$0	$0	$0
CHUCK LECH	Past Pres	2.00	Officer Director	$0	$0	$0
SHARON BERMAN	Director	1.00	Director	$0	$0	$0
TAMI JO COLBURN	President Elect	2.00	Officer Director	$0	$0	$0
GAYLE SUTTON	Director	1.00	Director	$0	$0	$0
SHIRESE SPANIOL	Director	1.00	Director	$0	$0	$0
RICK GAVIATI	Secretary/Treas	2.00	Officer Director	$0	$0	$0
KHOUSHEH AZMOUDEH	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	$1,664,962	$1,567,223	$3,590,705	$97,739
2023	$1,513,056	$1,631,552	$3,481,751	$-118,496
2022	$1,596,314	$1,494,608	$3,447,608	$101,706
2021	$1,492,457	$1,268,019	$3,576,405	$224,438
2020	$1,460,537	$1,253,498	$3,263,911	$207,039
2019	$1,394,556	$1,404,582	$2,920,228	$-10,026
2018	$1,314,354	$1,380,329	$2,771,376	$-65,975

CONEJO SIMI MOORPARK ASSOC OF REALTORS