COMMERCIAL ASSOCIATION OF REALTORS OF WISCONSIN INC (EIN 391772140) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

TRACY JOHNSON

Phone

4142712021

Tax Period

2024-01-01 to 2024-12-31

COMMERCIAL ASSOCIATION OF REALTORS OF WISCONSIN INC, founded in 1994, is a small nonprofit that reported $945K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $873K left a modest 8% surplus.

Mission

TO PROVIDE A REAL ESTATE BOARD FOR REAL ESTATE PROFESSIONALS IN SOUTHEASTERN WISCONSIN.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $127,270

Program Service Revenue $734,436

Investment Income $26,881

Other Revenue $56,572

TOTAL REVENUE $945,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $293,281

Fundraising Expenses $0

Other Expenses $579,979

TOTAL EXPENSES $873,260

Year-over-Year Comparison

	2024	2023	Change
Revenue	$945,159	$788,500	+0.2%
Expenses	$873,260	$775,413	+0.1%
Net Income	$71,899	$13,087	+4.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$156,574

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNA MAGUIRE	CHAIR	0.50	Officer Director	$0	$0	$0
TRAVIS TIEDE	CHAIR- ELECT	0.50	Officer Director	$0	$0	$0
JIM LARKIN	TREASURER	0.50	Officer Director	$0	$0	$0
ALYSSA GEISLER	SECRETARY	0.50	Officer Director	$0	$0	$0
KEVIN SCHMOLDT	IMMEDIATE PAST CHAIR	0.50	Director	$0	$0	$0
BEN ANDERSON	DIRECTOR	0.25	Director	$0	$0	$0
MARIANNE BURISH	DIRECTOR	0.25	Director	$0	$0	$0
MIKE KEANE	DIRECTOR	0.25	Director	$0	$0	$0
ADAM MATSON	DIRECTOR	0.25	Director	$0	$0	$0
PAUL MCBRIDE	DIRECTOR	0.25	Director	$0	$0	$0
ADAM NEWMAN	DIRECTOR	0.25	Director	$0	$0	$0
BRIAN PARRISH	DIRECTOR	0.25	Director	$0	$0	$0
GRETCHEN RICHARDS	DIRECTOR	0.25	Director	$0	$0	$0
FRED STALLE	DIRECTOR	0.25	Director	$0	$0	$0
MICHAEL STREIT	DIRECTOR	0.25	Director	$0	$0	$0
TODD BATTLE	AT-LARGE DIRECTOR	0.25	Director	$0	$0	$0
ANDRE GHELFI-THOMAS	AT-LARGE DIRECTOR	0.25	Director	$0	$0	$0
BRIAN RANDALL	AT-LARGE DIRECTOR	0.25	Director	$0	$0	$0
JEFF STONE	AT-LARGE DIRECTOR	0.25	Director	$0	$0	$0
MANNY VASQUEZ	AT-LARGE DIRECTOR	0.25	Director	$0	$0	$0
TRACY JOHNSON	PRESIDENT & CEO	40.00	Officer	$156,574	$0	$156,574

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	$945,159	$873,260	$1,161,394	$71,899
2023	$788,500	$775,413	$1,003,563	$13,087
2022	$721,114	$676,158	$697,645	$44,956
2022	$240,078	$187,254	$929,209	$52,824
2021	$662,223	$619,498	$743,856	$42,725
2020	$547,530	$543,693	$640,918	$3,837
2019	$669,409	$643,807	$589,768	$25,602
2018	$715,115	$656,995	$595,583	$58,120

COMMERCIAL ASSOCIATION OF REALTORS OF WISCONSIN INC