AUSTIN CHAPTER 61 OF THE INSTITUTE OF REAL ESTATE MANAGEMENT (EIN 465094961) - 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

2013

Legal Domicile

Principal Officer

KATHLEEN GODDARD

Phone

5126539378

Tax Period

2023-01-01 to 2023-12-31

AUSTIN CHAPTER 61 OF THE INSTITUTE OF REAL ESTATE MANAGEMENT, founded in 2013, is a small nonprofit that reported $382K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $345K left a modest 10% surplus.

Mission

TO EDUCATE MEMBERS, ENCOURAGE ETHICAL OPERATIONS, INCREASING THE PROFESSIONALISM OF 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 $0

Program Service Revenue $381,920

Investment Income $0

Other Revenue $0

TOTAL REVENUE $381,920

Expense Breakdown

Grants Paid $8,323

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $337,106

TOTAL EXPENSES $345,429

Year-over-Year Comparison

	2023	2022	Change
Revenue	$381,920	$276,115	+0.4%
Expenses	$345,429	$288,813	+0.2%
Net Income	$36,491	$-12,698	-3.9%

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

Independent Members

Employees

N/A

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
KATHLEEN GODDARD	PRESIDENT	5.00	Officer Director	$0	$0	$0
MELISSA KREUTNER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ANDREA SANCHEZ	TREASURER	2.00	Officer Director	$0	$0	$0
SAMANTHA THORNTON	SECRETARY	2.00	Officer Director	$0	$0	$0
SAMANTHA SHANNON	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
ADAM BENOIT	DIRECTOR	2.00	Officer Director	$0	$0	$0
ASHLEY RODRIGUEZ	DIRECTOR	2.00	Director	$0	$0	$0
GRAHAM MOORE	DIRECTOR	2.00	Director	$0	$0	$0
JESS MATHEWS	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER GEORGE	EXECUTIVE DIRECTOR	40.00	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	No data	No data	No data	No data
2023	$381,920	$345,429	$442,363	$36,491
2022	$276,115	$288,813	$392,054	$-12,698
2021	$266,664	$238,616	$426,088	$28,048
2020	$159,608	$174,507	$362,868	$-14,899
2019	$287,666	$279,027	$403,152	$8,639
2018	$218,305	$201,426	$375,950	$16,879

AUSTIN CHAPTER 61 OF THE INSTITUTE OF REAL ESTATE MANAGEMENT