REALTORS ASSOCIATION OF SOUTH CENTRAL WISCONSIN INC (EIN 390752750) - 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

1919

Legal Domicile

Principal Officer

LISA MARSHALL

Phone

6082402800

Tax Period

2023-01-01 to 2023-12-31

REALTORS ASSOCIATION OF SOUTH CENTRAL WISCONSIN INC, founded in 1919, is a small nonprofit that reported $838K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Net assets of $2.5M represent 36 months of operating reserves.

Mission

THE BOARD IS A NON-PROFIT TRADE ASSOCIATION OF REALTORS ORGANIZED IN 1916 FOR THE EDUCATION AND DISTRIBUTION OF INFORMATION TO ITS MEMBERS.

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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 $22,610

Program Service Revenue $764,583

Investment Income $50,070

Other Revenue $1,083

TOTAL REVENUE $838,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $878,528

TOTAL EXPENSES $878,528

Year-over-Year Comparison

	2023	2022	Change
Revenue	$838,346	$981,413	-0.1%
Expenses	$878,528	$1,044,726	-0.2%
Net Income	$-40,182	$-63,313	-0.4%

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

N/A

Volunteers

3575

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

$385,399

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN ARMENDARIZ-KERR	IMMEDIATE PAST PRESIDENT	1.50	Officer Director	$0	$0	$0
ANTON KEUNTJES	TREASURER	5.00	Officer Director	$0	$0	$0
NANCI CAFLISCH	DIRECTOR	2.00	Director	$0	$0	$0
MONIQUE OLSON	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA POTTERTON	DIRECTOR	2.00	Director	$0	$0	$0
BRANDON GROSSE	DIRECTOR	2.00	Director	$0	$0	$0
JULIE KLEMM	DIRECTOR	2.00	Director	$0	$0	$0
BEN OBLIZAJEK	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
BEN SAMSON	DIRECTOR	2.00	Director	$0	$0	$0
TIFFANY MALONE	DIRECTOR	2.00	Director	$0	$0	$0
ALEXIS HARRIS	DIRECTOR	1.50	Director	$0	$0	$0
SONA OLSON	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA BJERKE MARKGRAF	PRESIDENT	5.00	Officer Director	$0	$0	$0
RUTH HACKNEY	CEO (THROUGH SEPT 2023)	18.75	Officer	$0	$13,740	$216,930
PATTY STUARD	INTERIM CEO (STARTING OCT 2023)	7.50	Officer	$0	$14,539	$168,469

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	No data	No data	No data	No data
2023	$838,346	$878,528	$3,720,995	$-40,182
2022	$981,413	$1,044,726	$3,845,145	$-63,313
2021	$869,241	$769,541	$3,390,196	$99,700
2020	$849,418	$753,633	$3,487,438	$95,785
2019	$715,106	$805,111	$3,089,897	$-90,005
2018	$696,324	$585,363	$3,019,014	$110,961

REALTORS ASSOCIATION OF SOUTH CENTRAL WISCONSIN INC