WILLIAMSON COUNTY ASSOCIATION OF REALTORS INC (EIN 581341949) - 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

1962

Legal Domicile

Principal Officer

BO PATTEN

Phone

6157716845

Tax Period

2024-01-01 to 2024-12-31

WILLIAMSON COUNTY ASSOCIATION OF REALTORS INC, founded in 1962, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $262K, a strong 18% operating margin.

Mission

TRADE ASSOCIATION FOR REAL ESTATE 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 (2024)

Revenue Breakdown

Contributions & Grants $27,374

Program Service Revenue $1,052,926

Investment Income $357,406

Other Revenue $17,442

TOTAL REVENUE $1,455,148

Expense Breakdown

Grants Paid $0

Salaries & Benefits $479,095

Fundraising Expenses $0

Program Expenses $899,137

Other Expenses $714,124

TOTAL EXPENSES $1,193,219

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,455,148	$1,259,292	+0.2%
Expenses	$1,193,219	$1,051,659	+0.1%
Net Income	$261,929	$207,633	+0.3%

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

$141,047

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRANDI THIGPEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER BICKERSTAFF	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
JASON MURPHY	TREASURER	1.00	Officer Director	$0	$0	$0
KATHIE MOORE	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
BRANDON BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
LISA CAHALAN	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY CARUTH	DIRECTOR	1.00	Director	$0	$0	$0
CLAY ELMORE	DIRECTOR	1.00	Director	$0	$0	$0
SAMMI HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
ARKENDRA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY SHELTON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID PATTEN	CEO	40.00	Officer	$133,585	$7,462	$141,047

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	$1,455,148	$1,193,219	$3,593,971	$261,929
2023	$1,259,292	$1,051,659	$3,237,059	$207,633
2022	$1,218,598	$991,253	$3,216,846	$227,345
2021	$1,254,397	$989,619	$3,282,079	$264,778
2020	$1,125,628	$1,019,418	$2,702,826	$106,210
2019	$1,272,140	$1,210,674	$2,471,182	$61,466
2018	$1,281,405	$1,295,262	$2,616,677	$-13,857

WILLIAMSON COUNTY ASSOCIATION OF REALTORS INC