REALTORS ASSOCIATION OF THE PALM BEACHES (EIN 591237171) - 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

1995

Legal Domicile

Principal Officer

DIONNA HALL

Phone

5615854544

Tax Period

2022-10-01 to 2023-09-30

REALTORS ASSOCIATION OF THE PALM BEACHES, founded in 1995, is a small nonprofit that reported $211K in total revenue in fiscal year 2022. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $92K, a strong 43% operating margin.

Mission

TO UNITE MEMBERS OF THE REAL ESTATE PROFESSION, TO PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT AND TO FURTHER THE INTERESTS OF HOME AND OTHER REAL PROPERTY OWNERSHIP IN PALM BEACH COUNTY, FLORIDA

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $211,058

Other Revenue $0

TOTAL REVENUE $211,058

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $119,486

TOTAL EXPENSES $119,486

Year-over-Year Comparison

	2022	2021	Change
Revenue	$211,058	$318,799	-0.3%
Expenses	$119,486	$111,207	+0.1%
Net Income	$91,572	$207,592	-0.6%

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

$641,416

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	PRESIDENT/DIRECTOR	5.00	Officer Director	$0	$0	$0
N/A	PRESIDENT ELECT /DIRECTOR	5.00	Officer Director Key Emp	$0	$0	$0
N/A	CEO/SECRETARY	40.00	Officer	$0	$35,324	$641,416
JENNIFER MERRITT	CFO	40.00	Highest	$0	$17,034	$232,434
KIMBERLY HANSEN	COO	40.00	Highest	$0	$22,077	$263,077
CARLOS MELENDEZ	PAST PRESIDENT/DIRECTOR	5.00	Director	$0	$0	$0
JONATHAN LICKSTEIN	FIRST VICE PRESIDENT	5.00	Officer	$0	$0	$0
PAULINA HURTADO	DIRECTOR	5.00	Director	$0	$0	$0
MONICA HANDS	SECRETARY	5.00	Director	$0	$0	$0
GREG MANSHIP	SR VP OF MLS	40.00	Highest	$0	$17,825	$198,725
LAURA BALISTRERI	DIRECTOR	5.00	Director	$0	$0	$0
GREGORY DALESSIO	DIRECTOR	5.00	Director	$0	$0	$0
SUSAN MARKOWITZ-LEWIS	REGIONAL VP	5.00	Director	$0	$0	$0
JOHNATHAN DOLPHUS	TREASURER	5.00	Director	$0	$0	$0
LAURIEANNE MINOFF	REGIONAL VP	5.00	Director	$0	$0	$0
RICHARD RYLOTT	REGIONAL VP	5.00	Director	$0	$0	$0
CARLOS ALLEYNE	DIRECTOR	5.00	Director	$0	$0	$0
LESLIE SUAREZ	REGIONAL VP/DIRECTOR	5.00	Director	$0	$0	$0
DEVIN SCHMIDT	DIRECTOR	5.00	Director	$0	$0	$0
COURTNEY KAHN	IN-HOUSE GENERAL COUNSEL	40.00	Highest	$0	$18,068	$178,968

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	$211,058	$119,486	$8,362,958	$91,572
2022	$318,799	$111,207	$7,793,858	$207,592
2021	$506,259	$123,098	$9,158,589	$383,161
2018	No data	$148,548	$8,000,114	No data

REALTORS ASSOCIATION OF THE PALM BEACHES