Union County Association of Realtors (EIN 561336228) - 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

1970

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

Union County Association of Realtors, founded in 1970, is a small nonprofit in the Community Improvement sector that reported $128K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $114K left a modest 10% surplus.

Mission

Support and promote member realtors

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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 $3,000

Program Service Revenue $124,349

Investment Income $288

Other Revenue $0

TOTAL REVENUE $127,637

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,895

Fundraising Expenses $0

Program Expenses $65,601

Other Expenses $66,347

TOTAL EXPENSES $114,242

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,637	$108,507	+0.2%
Expenses	$114,242	$128,786	-0.1%
Net Income	$13,395	$-20,279	-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

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
Heather Reagor	Director	4.00	Director	$0	$0	$0
Angala Macy	Director	2.00	Director	$0	$0	$0
Ginger Givens	Director	2.00	Director	$0	$0	$0
Denise Milliken	Director	2.00	Director	$0	$0	$0
Bryan Morales	AECEO	30.00	Officer Director	$0	$0	$0
Julie Broadway	Past President	10.00	Officer Director	$0	$0	$0
Ehlert Lassen	President	10.00	Officer Director	$0	$0	$0
Dandy Hendrick	Secretary	4.00	Officer Director	$0	$0	$0
Michelle Evans	President ElectTreasurer	10.00	Officer 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	$127,637	$114,242	$82,515	$13,395
2023	$108,507	$128,786	$87,648	$-20,279
2022	$117,893	$124,039	$112,085	$-6,146
2022	$116,918	$124,039	$112,086	$-7,121

Union County Association of Realtors