THE REAL ESTATE GROUP C/O MICHAEL STRATTON (EIN 520986208) - 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

1973

Legal Domicile

Principal Officer

ANDREW PENCE

Phone

5702203630

Tax Period

2024-09-01 to 2025-08-31

THE REAL ESTATE GROUP C/O MICHAEL STRATTON, founded in 1973, is a small nonprofit that reported $410K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $464K exceeded revenue, resulting in a 13% operating deficit.

Mission

PROMOTE ETHICAL STANDARDS WITHIN THE REAL ESTATE INDUSTRY THROUGH MONTHLY EDUCATIONAL MEETINGS.

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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 $75,575

Program Service Revenue $327,225

Investment Income $7,062

Other Revenue $0

TOTAL REVENUE $409,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $463,712

TOTAL EXPENSES $463,712

Year-over-Year Comparison

	2024	2023	Change
Revenue	$409,862	$512,606	-0.2%
Expenses	$463,712	$430,142	+0.1%
Net Income	$-53,850	$82,464	-1.7%

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
ANDREW PENCE	PRESIDENT	2.00	Officer Director	$0	$0	$0
NICOLE BRICKHOUSE	PAST PRESIDE	4.00	Officer Director	$0	$0	$0
JOHN KLINKE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MICHAEL STRATTON	TREASURER	2.00	Officer Director	$0	$0	$0
GWEN DONENGUEZ	TREASURER	2.00	Officer Director	$0	$0	$0
ANDREW DOLINKSY	SPONSORSHIP	1.00	Director	$0	$0	$0
LILY GOLDSTEIN	SPONSORSHIP	1.00	Director	$0	$0	$0
RUDY KNOTT	PROGRAMS	1.00	Director	$0	$0	$0
SAM HOLLMAN	PROGRAMS	1.00	Director	$0	$0	$0
KATIE WIACEK	MEMBERSHIP	1.00	Director	$0	$0	$0
RYAN FERGUSON	MEMBERSHIP	1.00	Director	$0	$0	$0
JORDAN STEINFELDER	HONORARY MEM	1.00	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
2025	$409,862	$463,712	$156,163	$-53,850
2024	$512,606	$430,142	$210,013	$82,464
2023	$373,133	$345,103	$127,549	$28,030
2022	$285,511	$249,134	$99,519	$36,377
2021	$93,220	$90,164	$63,142	$3,056
2020	$272,052	$278,486	$60,086	$-6,434
2019	$258,166	$295,151	$66,520	$-36,985
2018	$238,340	$330,106	$103,505	$-91,766

THE REAL ESTATE GROUP C/O MICHAEL STRATTON