Willamette Association of Realtors Inc (EIN 510175516) - 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

1997

Legal Domicile

Phone

5419249267

Tax Period

2025-01-01 to 2025-12-31

Willamette Association of Realtors Inc, founded in 1997, is a small nonprofit that reported $189K in total revenue in fiscal year 2025. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $36K, a strong 19% operating margin.

Mission

Provide a unified medium for Real Estate

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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 (2025)

Revenue Breakdown

Contributions & Grants $184,679

Program Service Revenue $0

Investment Income $4,661

Other Revenue $0

TOTAL REVENUE $189,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,883

Fundraising Expenses $0

Program Expenses $52,253

Other Expenses $92,241

TOTAL EXPENSES $153,124

Year-over-Year Comparison

	2025	2024	Change
Revenue	$189,340	$306,439	-0.4%
Expenses	$153,124	$224,319	-0.3%
Net Income	$36,216	$82,120	-0.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heidi Junge	Treasurer	1.00	Officer	$0	$0	$0
Staci Barns	President	1.00	Officer	$0	$0	$0
DonnaJo Merrifield	President Elect	1.00	Officer	$0	$0	$0
Priscilla Jensen	Executive Officer	40.00	Key Emp	$0	$0	$0
Lisa M Boyd	Board Member	1.00	Officer	$0	$0	$0
Theresa Smith	Board Member	1.00	Officer	$0	$0	$0
Joel Getsfrid	Board Member	0.00	Officer	$0	$0	$0
Jason Nunn	Board Member	1.00	Officer	$0	$0	$0
John Tacke	Board Member	0.00	Officer	$0	$0	$0
Kate Clark	Board Member	1.00	Officer	$0	$0	$0
Ronda Wymore	Board Member	0.00	Officer	$0	$0	$0
Tina Dodge	Board Member	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
2025	$189,340	$153,124	$309,228	$36,216
2024	No data	No data	No data	No data

Willamette Association of Realtors Inc