ROBERTSON CO ASSOC OF REALTORS

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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

1988

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

ROBERTSON CO ASSOC OF REALTORS, founded in 1988, is a small nonprofit that reported $329K in total revenue in fiscal year 2023. Expenses of $288K left a modest 12% surplus.

Mission

THE MISSION IS TO SUPPORT THE MEMBERS OF THE TRADE ASSOCIATION ENGAGED IN THE REAL ESTATE BUSINESS BY PROVIDING EDUCATIONAL PROGRAMS, COMMUNICATIONS, GOVERNMENT RELATIONS, FORUMS FOR THE EXCHANGE OF IDEAS AND ENFORCEMENT OF PROFESSIONAL STANDARDS

Program Service Accomplishments

Program 1

Expenses: $283,468 Revenue: $329,579

THERE ARE AWARDS AND RECOGNITIONS PROVIDED AT SPECIFIC TIMES RECOGNIZING THOSE WHO HAVE ACCOMPLISHED EDUCATIONAL OR DEVELOPMENT GOALS, AS WELL AS SUCCESSFUL SALES. PROVIDES EDUCATION AND ADVANCEMENT CLASSES FOR MEMBERS AND THE COMMUNITY TO PARTICIPATE AND LEARN. PAID EXPENSES FOR COMMITTEES AND GROUPS THAT WORK TO ACHIEVE STATUS AND PROMOTE THE REAL ESTATE BUSINESS IN THE COMMUNITY AND AMONG MEMBERS AND BUSINESSES

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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 $309,956

Program Service Revenue $15,201

Investment Income $3,627

Other Revenue $0

TOTAL REVENUE $328,784

Expense Breakdown

Grants Paid $10,691

Salaries & Benefits $185,440

Fundraising Expenses $0

Program Expenses $283,468

Other Expenses $92,362

TOTAL EXPENSES $288,493

Year-over-Year Comparison

	2023	2022	Change
Revenue	$328,784	$317,060	+0.0%
Expenses	$288,493	$254,489	+0.1%
Net Income	$40,291	$62,571	-0.4%

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

N/A

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
MATTHEW STEWART	DIRECTOR	0.00	Director	$0	$0	$0
MICHELLE GEORGE	DIRECTOR	1.00	Director	$0	$0	$0
JILL KELLY	DIRECTOR	0.00	Director	$0	$0	$0
HELEN TIMBERLAKE	DIRECTOR	0.00	Director	$0	$0	$0
ANN BLACKBURN	DIRECTOR	0.00	Director	$0	$0	$0
ISABEL MARTINEZ	DIRECTOR	0.00	Director	$0	$0	$0
BRYAN AYERS	DIRECTOR	0.00	Director	$0	$0	$0
DREW CHRISTENSEN	DIRECTOR	0.00	Director	$0	$0	$0
MICHELLE HOLLINGSWORTH	PRESIDENT ELECT	1.00	Officer	$0	$0	$0
STEVEN ELLIS	PRESIDENT	1.00	Officer	$0	$0	$0
ANGELA LOONEY	PAST PRESIDENT	1.00	Officer	$0	$0	$0
MISTY HARGIS	TREASURER	1.00	Officer	$0	$0	$0
PAULA KATE MELTON	SECRETARY	1.00	Officer	$0	$0	$0
DENICE ONEIL	EXECUTIVE DIRECTOR	40.00	Highest	$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	No data	No data	No data	No data
2023	$328,784	$288,493	$976,396	$40,291
2022	$317,060	$254,489	$916,968	$62,571
2021	$293,122	$212,785	$901,750	$80,337
2020	$248,713	$181,516	$776,503	$67,197
2019	$232,861	$207,445	$673,658	$25,416
2018	$222,144	$172,998	$649,192	$49,146