LAKE MARTIN AREA ASSOCIATION OF REALTORS INC (EIN 631007808) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Principal Officer

HALEY MCKELVEY

Phone

2562347522

Tax Period

2023-01-01 to 2023-12-31

LAKE MARTIN AREA ASSOC OF REALTORS, founded in 1990, is a small nonprofit that reported $177K in total revenue in fiscal year 2018. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $68K, a strong 38% operating margin.

Mission

TO PROMOTE THE PROFESSION OF REALTORS

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $118,950

Investment Income $35,404

Other Revenue $12,908

TOTAL REVENUE $167,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $121,037

TOTAL EXPENSES $121,037

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,262	$195,688	-0.1%
Expenses	$121,037	$142,915	-0.2%
Net Income	$46,225	$52,773	-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

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
HALEY MCKELVEY	PRESIDENT	N/A	Officer Director	$0	$0	$0
DREW WILDER	PRESIDENT-EL	N/A	Officer Director	$0	$0	$0
JOHN FRANKLIN	TREASURER	N/A	Officer Director	$0	$0	$0
NANCY PEMBERTON	SECRETARY	N/A	Officer Director	$0	$0	$0
SAMANTHA SPURLIN	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
SCOTT BLAKE	DIRECTOR	N/A	Director	$0	$0	$0
SHERRY WILLIS	DIRECTOR	N/A	Director	$0	$0	$0
JESSICA LOCKE	DIRECTOR	N/A	Director	$0	$0	$0
JIMMY BAKER	DIRECTOR	N/A	Director	$0	$0	$0
ANGELA VAN HOUTEN	DIRECTOR	N/A	Director	$0	$0	$0
ALLISON BAZZELL	DIRECTOR	N/A	Director	$0	$0	$0
WEIL THOMBERG	DIRECTOR	N/A	Director	$0	$0	$0
LEE MCWATERS	DIRECTOR	N/A	Director	$0	$0	$0
RHONDA JAYE	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	$167,262	$121,037	$786,500	$46,225
2022	$195,688	$142,915	$720,688	$52,773
2021	$259,795	$153,938	$802,812	$105,857
2020	$207,165	$122,074	$651,597	$85,091
2019	$212,802	$139,084	$574,253	$73,718
2018	$177,273	$109,652	$506,179	$67,621

LAKE MARTIN AREA ASSOCIATION OF REALTORS INC