NEW HAVEN MIDDLESEX ASSOCIATION OF REALTORS INC (EIN 471130802) - 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

2014

Legal Domicile

Principal Officer

DAWN CALVO

Phone

2032347700

Tax Period

2023-01-01 to 2023-12-31

NEW HAVEN MIDDLESEX ASSOCIATION OF REALTORS INC, founded in 2014, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION IS A MEMBERSHIP ASSOCIATION WHICH PROVIDES SERVICES TO ITS MEMBERS SO THEY CAN BETTER SERVE THEIR CLIENTS AND CUSTOMERS. THEY PROVIDE PRE-LICENSING TRAINING FOR PERSONS WHO ENTER THE REAL ESTATE OR APPRAISAL FIELD AND CONTINUING EDUCATION FOR LICENSED PROFESSIONALS.

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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 $1,087,829

Investment Income $15,428

Other Revenue $0

TOTAL REVENUE $1,103,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $613,319

Fundraising Expenses $0

Program Expenses $936,746

Other Expenses $559,876

TOTAL EXPENSES $1,173,195

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,103,257	$1,143,795	0.0%
Expenses	$1,173,195	$1,112,955	+0.1%
Net Income	$-69,938	$30,840	-3.3%

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

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

$206,621

Total Directors

$206,621

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM CLANCY	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
DAWN CALVO	CEO	40.00	Officer Director	$188,197	$18,424	$206,621
LORRIE MAIORANO	PRESIDENT	0.50	Officer Director	$0	$0	$0
JEREMY ROSNER	TREASURER	0.50	Officer Director	$0	$0	$0
GENA RUOCCO-LOCKERY	PRESIDENT-ELECT	0.50	Officer Director	$0	$0	$0
DOUG BLACKWOOD	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
ALAN STEWART JR	DIRECTOR	0.50	Director	$0	$0	$0
DAVID GALLITTO	DIRECTOR	0.50	Director	$0	$0	$0
JULIET CAVANAUGH	DIRECTOR	0.50	Director	$0	$0	$0
KISHORE KIPOOR	DIRECTOR	0.50	Director	$0	$0	$0
JOEL GROSSMAN	DIRECTOR	0.50	Director	$0	$0	$0
NIKKI TRAVAGLINO	DIRECTOR	0.50	Director	$0	$0	$0
SHARON CRAIG	DIRECTOR	0.50	Director	$0	$0	$0
JAMEKA JEFFERIES	DIRECTOR	0.50	Director	$0	$0	$0
DAVID CANDELORA	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL STROUD	DIRECTOR	0.50	Director	$0	$0	$0
JED BACKUS	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL BARBARO	DIRECTOR	0.50	Director	$0	$0	$0
STEPHANIE PAUL	DIRECTOR	0.50	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	No data	No data	No data	No data
2023	$1,103,257	$1,173,195	$3,270,087	$-69,938
2022	$1,143,795	$1,112,955	$3,312,618	$30,840
2021	$1,206,342	$1,111,803	$3,455,533	$94,539
2020	$1,157,305	$1,050,919	$3,295,082	$106,386
2018	$1,294,475	$1,184,102	$2,802,155	$110,373

NEW HAVEN MIDDLESEX ASSOCIATION OF REALTORS INC