HomeTown Association of Realtors (EIN 362612586) - 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

1960

Legal Domicile

Principal Officer

Heather Wiedrich

Phone

8158993301

Tax Period

2023-11-01 to 2024-10-31

HomeTown Association of Realtors, founded in 1960, is a small nonprofit that reported $446K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

The purpose of this organization is to unite individuals engaged in the real estate profession furthering common business and professional interest. The association's numerous activities include a multiple listing service.

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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 (2023)

Revenue Breakdown

Contributions & Grants $244,784

Program Service Revenue $49,295

Investment Income $1,599

Other Revenue $150,750

TOTAL REVENUE $446,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $165,150

Fundraising Expenses $0

Program Expenses $232,443

Other Expenses $279,599

TOTAL EXPENSES $444,749

Year-over-Year Comparison

	2023	2022	Change
Revenue	$446,428	$407,642	+0.1%
Expenses	$444,749	$400,093	+0.1%
Net Income	$1,679	$7,549	-0.8%

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

N/A

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

$99,223

Total Directors

$99,223

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heather Wiedrich	Executive VP	40.00	Officer Director	$99,223	$0	$99,223
Christopher Tengrren	Director	1.00	Director	$0	$0	$0
Gary Spangler	President Elect	1.00	Director	$0	$0	$0
Melissa Mobile	Director	1.00	Director	$0	$0	$0
Kimberly Taylor	Director	1.00	Director	$0	$0	$0
Bonita Wills	Past President	1.00	Officer Director	$0	$0	$0
Jackie Woodman	Director	1.00	Director	$0	$0	$0
Patty Martinez	President	1.00	Director	$0	$0	$0
Aaron Schwartz	Treasurer	1.00	Officer Director	$0	$0	$0
Todd Burghardt	Director	10.00	Officer 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	$446,428	$444,749	$115,200	$1,679
2023	$407,642	$400,093	$111,250	$7,549
2022	$431,788	$382,560	$147,336	$49,228
2021	$419,077	$364,295	$111,741	$54,782
2020	$385,359	$382,638	$253,139	$2,721
2019	$403,447	$410,808	$107,275	$-7,361

HomeTown Association of Realtors