Suncoast Real Estate Investors Association Inc (EIN 593236445) - 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

1994

Legal Domicile

Principal Officer

Jerry Davies

Phone

8132692091

Tax Period

2020-01-01 to 2020-12-31

Suncoast Real Estate Investors Association Inc, founded in 1994, is a micro nonprofit that reported $6K in total revenue in fiscal year 2020. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $23K exceeded revenue, resulting in a 259% operating deficit.

Mission

Education - Real Estate Investors Monthly meeting for members and nonmembers are held. Seminars are held on investing. Monthly educational newsletters are sent out.

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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 (2020)

Revenue Breakdown

Contributions & Grants $4,884

Program Service Revenue $1,608

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,492

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $23,338

TOTAL EXPENSES $23,338

Year-over-Year Comparison

	2020	2019	Change
Revenue	$6,492	$26,908	-0.8%
Expenses	$23,338	$46,447	-0.5%
Net Income	$-16,846	$-19,539	-0.1%

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

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

$5,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dave Marek	President	10.00	Officer	$0	$3,000	$3,000
Jerry Davies	Treasurer	10.00	Officer	$0	$2,100	$2,100
Jeannie Gillespie	Vice President	10.00	Officer	$0	$0	$0
Scott Grossman	Secretary	10.00	Officer	$0	$0	$0
Lettie Tice	Director	2.00	Director	$0	$0	$0
Rob Earhardt	Director	2.00	Director	$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
2020	$6,492	$23,338	$34,291	$-16,846

Suncoast Real Estate Investors Association Inc