ROCKY MOUNTAIN ASSOCIATION OF REALTORS INC (EIN 460470233) - 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

2002

Legal Domicile

Principal Officer

CLAY SECCOMB

Phone

4067233356

Tax Period

2024-01-01 to 2024-12-31

ROCKY MOUNTAIN ASSOCIATION OF REALTORS INC, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $113K in total revenue in fiscal year 2024. Expenses of $109K left a modest 3% surplus.

Mission

Provides a wide array of resources, materials, and opportunities to the local real estate industry and the communities of soutwest Montana that it serves. Local house market statistics, homeowner education, etc.

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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 $99,105

Program Service Revenue $12,440

Investment Income $1,384

Other Revenue $0

TOTAL REVENUE $112,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,809

Fundraising Expenses $0

Other Expenses $77,168

TOTAL EXPENSES $108,977

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,929	$112,929	N/A
Expenses	$108,977	$75,736	+0.4%
Net Income	$3,952	$37,193	-0.9%

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

180

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
CLAY SECCOMB	PRESIDENT	5.00	Officer	$0	$0	$0
VALERIE NIELSON	PRESIDENT ELECT	5.00	Officer	$0	$0	$0
GARY SHEA	TREASURER	5.00	Officer	$0	$0	$0
SHANNON MARK	SECRETARY	5.00	Officer	$0	$0	$0
JERRY JORDAN	DIRECTOR	1.00	Officer	$0	$0	$0
MARKEE RICHARDS	DIRECTOR	1.00	Officer	$0	$0	$0
PAUL DREW	DIRECTOR	1.00	Officer	$0	$0	$0
DAVID WALKER	DIRECTOR	1.00	Officer	$0	$0	$0
TINA WEST	STATE DIRECTOR	5.00	Officer	$0	$0	$0
JENNIFER SHEA	STATE DIRECTOR	5.00	Officer	$0	$0	$0
MATT STOUT	PAST PRESIDENT	1.00	Officer	$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	$116,070	$110,063	$173,040	$6,007
2024	$112,929	$108,977	$171,238	$3,952
2024	No data	No data	No data	No data
2023	$91,951	$75,736	$161,836	$16,215
2022	$108,739	$96,378	$130,384	$12,361
2021	$99,495	$65,021	$131,342	$34,474
2020	$110,081	$49	No data	$110,032
2019	$80,933	$79,105	$36,432	$1,828
2018	$74,686	$91,436	No data	$-16,750

ROCKY MOUNTAIN ASSOCIATION OF REALTORS INC