MORGAN CO ASSOC OF REALTORS INC (EIN 630751643) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

BETH TUTWILER-MCGUIRE

Phone

2563506712

Tax Period

2023-01-01 to 2023-12-31

MORGAN CO ASSOC OF REALTORS INC, founded in 1960, is a small nonprofit that reported $172K in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $35K, a strong 21% operating margin.

Mission

TO ASSIST INDIVIDUALS IN PURCHASE AND SALES OF REAL ESTATE

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $188,384

Investment Income $5,428

Other Revenue $3,600

TOTAL REVENUE $197,412

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,905

Fundraising Expenses $0

Program Expenses $161,435

Other Expenses $129,763

TOTAL EXPENSES $190,668

Year-over-Year Comparison

	2023	2022	Change
Revenue	$197,412	$210,843	-0.1%
Expenses	$190,668	$145,095	+0.3%
Net Income	$6,744	$65,748	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
BETH TUTWILER-MCGUIRE	ASSOC. EXECU	N/A	Officer	$0	$0	$0
KEVIN CHAMBERS	PRESIDENT	N/A	Officer Director	$0	$0	$0
BRIAN DEAN	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
KATHY GRAHAM	PRESIDENT EL	N/A	Officer Director	$0	$0	$0
BEAU GOSS	TREASURER	N/A	Officer Director	$0	$0	$0
AMY THRASHER	SECRETARY	N/A	Director	$0	$0	$0
SHARI SANDLIN	DIRECTOR	N/A	Director	$0	$0	$0
ASHLEY DAWES	DIRECTOR	N/A	Director	$0	$0	$0
JADE CHOWNING	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTY RICHARDSON	DIRECTOR	N/A	Director	$0	$0	$0
PAIGE SMITH	DIRECTOR	N/A	Director	$0	$0	$0
ROBIN WILLIAMS	DIRECTOR	N/A	Director	$0	$0	$0
PHILIP WRIGHT	DIRECTOR	N/A	Director	$0	$0	$0
MARK MCCURRY	DIRECTOR	N/A	Director	$0	$0	$0
KAY SAINT	DIRECTOR	N/A	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
2024	No data	No data	No data	No data
2023	$197,412	$190,668	$457,247	$6,744
2022	$210,843	$145,095	$451,607	$65,748
2021	$177,933	$150,373	$408,749	$27,560
2020	$169,437	$115,629	$379,000	$53,808
2019	$170,582	$132,611	$315,703	$37,971
2018	$172,423	$136,947	$268,356	$35,476

MORGAN CO ASSOC OF REALTORS INC