Palm Beach Board of Realtors Inc (EIN 591747527) - 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

1976

Legal Domicile

Phone

5616593810

Tax Period

2024-01-01 to 2024-12-31

Palm Beach Board of Realtors Inc, founded in 1976, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $191K, a strong 16% operating margin.

Mission

THE PALM BEACH BOARD OF REALTORS SHALL PROVIDE PROGRAMS, PRODUCTS & SERVICES ENABLING ITS MEMBERS TO BECOME MORE PROFITABLE IN AN ETHICAL, LEGAL AND PROFESSIONAL MANNER.

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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 $333,244

Program Service Revenue $605,750

Investment Income $86,774

Other Revenue $160,000

TOTAL REVENUE $1,185,768

Expense Breakdown

Grants Paid $0

Salaries & Benefits $415,972

Fundraising Expenses $0

Other Expenses $579,194

TOTAL EXPENSES $995,166

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,185,768	$888,058	+0.3%
Expenses	$995,166	$891,886	+0.1%
Net Income	$190,602	$-3,828	-50.8%

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
ANDREW BARBAR	Director	3.00	Director	$0	$0	$0
CHRISTINE COX	Director	3.00	Director	$0	$0	$0
JB EDWARDS	Director	3.00	Director	$0	$0	$0
HEATHER BRETZLAFF	Director	3.00	Director	$0	$0	$0
THERESA MALLETTE	Executive Dir.	3.00	Director	$0	$0	$0
SABRA KIRKPATRICK	Director	3.00	Director	$0	$0	$0
SUZANNE T FRISBIE	Secretary	3.00	Officer	$0	$0	$0
JOHN O PICKETT III	President	3.00	Officer	$0	$0	$0
JOHN PINSON	Past President	3.00	Officer	$0	$0	$0
JAMES L MCCANN	Vice President	3.00	Officer	$0	$0	$0
JOHN CREGAN	Treasurer	3.00	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	$1,185,768	$995,166	$2,812,112	$190,602
2023	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	$789,316	$902,246	$2,870,055	$-112,930
2021	$912,212	$863,569	$3,070,682	$48,643
2020	$880,638	$868,405	$2,253,124	$12,233

Palm Beach Board of Realtors Inc