AIKEN ASSOCIATION OF REALTORS (EIN 570641577) - 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

1977

Legal Domicile

Principal Officer

JACOB KLARMAN

Phone

8036481891

Tax Period

2023-01-01 to 2023-12-31

AIKEN ASSOCIATION OF REALTORS, founded in 1977, is a small nonprofit in the Mutual Benefit sector that reported $781K in total revenue in fiscal year 2023. The organization ran a surplus of $234K, a strong 30% operating margin.

Mission

TO PROVIDE AN OUTSTANDING QUALITY OF SERVICE TO OUR MEMBERS, PROMOTE COOPERATION AND EDUCATION WHILE MAINTAINING THE HIGHEST LEVEL OF ETHICAL STANDARDS.

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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 $124,279

Program Service Revenue $653,323

Investment Income $3,695

Other Revenue $0

TOTAL REVENUE $781,297

Expense Breakdown

Grants Paid $0

Salaries & Benefits $142,570

Fundraising Expenses $0

Program Expenses $432,543

Other Expenses $404,875

TOTAL EXPENSES $547,445

Year-over-Year Comparison

	2023	2022	Change
Revenue	$781,297	$733,641	+0.1%
Expenses	$547,445	$608,026	-0.1%
Net Income	$233,852	$125,615	+0.9%

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

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
KAREN DALY	Director	1.00	Director	$0	$0	$0
STEPHANIE LOMBARDO	Director	1.00	Director	$0	$0	$0
JOSH CLINE	Director	1.00	Director	$0	$0	$0
MELISSA MAJOR	MLS Director	1.00	Officer	$0	$0	$0
JOHN LAMPRECHT	Vice President	1.00	Officer	$0	$0	$0
TAD BARBER	President-Elect	1.00	Officer	$0	$0	$0
JACOB KLARMAN	President	1.00	Officer	$0	$0	$0
ELEANOR WILLIAMS	Secretary/Treas	2.00	Officer	$0	$0	$0
RANDOLPH A WOLCOTT	Past President	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
2024	No data	No data	No data	No data
2023	$781,297	$547,445	$1,391,937	$233,852
2022	$733,641	$608,026	$1,172,058	$125,615
2021	$657,691	$526,906	$1,045,819	$130,785
2020	$660,998	$519,553	$922,760	$141,445
2019	$550,808	$416,968	$768,993	$133,840
2018	$616,649	$614,062	$693,222	$2,587

AIKEN ASSOCIATION OF REALTORS