BROWARD PALM BEACHES AND ST LUCIE … - Form 990 Financial Data

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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

1971

Legal Domicile

Principal Officer

DIONNA HALL

Phone

5617272765

Tax Period

2023-10-01 to 2024-09-30

BROWARD PALM BEACHES AND ST LUCIE REALTORS INC, founded in 1971, is a community nonprofit in the Community Improvement sector that reported $6.9M in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 25% operating margin.

Mission

TO SUPPORT REALTORS AND AFFILIATE MEMBERS AND THEIR ABILITY TO CONDUCT A THRIVING BUSINESS BY FOCUSING ON SUPERIOR CUSTOMER SERVICE, DEVELOPING INNOVATIVE PRODUCTS AND PROGRAMS, DELIVERING RESOURCES

Program Service Accomplishments

Program 1

PROMOTE AND MAINTAIN THE STANDARDS OF CONDUCT FO THE NATIONAL ASSOCIATION OF REALTORS AND TO PROVIDE VARIOUS SERVICES FOR THE BENEFIT OF THE ASSOCIATION MEMBERS.

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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 $20,454

Program Service Revenue $4,810,599

Investment Income $414,001

Other Revenue $1,683,910

TOTAL REVENUE $6,928,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,366,363

Fundraising Expenses $0

Other Expenses $2,830,620

TOTAL EXPENSES $5,196,983

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,928,964	$4,932,292	+0.4%
Expenses	$5,196,983	$5,215,240	0.0%
Net Income	$1,731,981	$-282,948	-7.1%

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

250

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

$24,000

Total Directors

$786,813

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM HANSEN	COO	40.00	Highest	$225,750	$10,440	$236,190
DIONNA HALL	CEO, SECRETARY	40.00	Director Highest	$566,091	$37,887	$603,978
JENNIFER MERRITT	CFO	40.00	Highest	$205,000	$10,559	$215,559
CHRIS KRZEMIEN	PAST PRESIDENT/DIRECTOR	3.00	Officer Director	$0	$0	$0
JONATHAN LICKSTEIN	FIRST VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
DAVID SERLE	PRESIDENT/DIRECTOR	3.00	Officer Director	$0	$0	$0
JONATHAN DOLPHUS	DIRECTOR	3.00	Director	$0	$0	$0
PAULINA HURTADO	DIRECTOR	3.00	Director	$0	$0	$0
CARLOS ALLEYNE	DIRECTOR/SECRETARY	3.00	Director	$0	$0	$0
MONICA HANDS	TREASURER/DIRECTOR	3.00	Officer Director	$0	$0	$0
GREG MANSHIP	VP OF MLS	40.00	Highest	$190,900	$19,272	$210,172
COURTNEY KAHN	IN HOUSE GENERAL COUNSEL	3.00	Director	$163,898	$18,937	$182,835
SHARON MCCLENNON	DIRECTOR	3.00	Director	$0	$0	$0
AMY MELENDEZ	REGIONAL VP-PALM BEACH	3.00	Officer Director	$0	$0	$0
LISA STEWART	REGIONAL VP-SOUTH BROWARD	3.00	Director	$0	$0	$0
PAULINA HURTADO	DIRECTOR	3.00	Director	$0	$0	$0
LESLIE SUAREZ	DIRECTOR	3.00	Director	$0	$0	$0
BARRY FETTE	DIRECTOR	3.00	Director	$0	$0	$0
JOEL MCCLINTOCK	DIRECTOR	3.00	Director	$0	$0	$0
JESSICA STOREY	REGIONAL VP-TREASURE COAST	3.00	Director	$0	$0	$0
KENNETH SILVERMAN	DIRECTOR, FIRST VP	3.00	Director	$0	$0	$0
DAVID SERLE	PRESIDENT	3.00	Officer	$24,000	$0	$24,000

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	$6,928,964	$5,196,983	$27,702,628	$1,731,981
2023	$4,932,292	$5,215,240	$22,157,519	$-282,948
2022	$4,929,263	$4,740,202	$17,077,359	$189,061

BROWARD PALM BEACHES AND ST LUCIE REALTORS INC