KELLER WILLIAMS REALTY CARES

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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

2002

Legal Domicile

Principal Officer

ALEXIA RODRIGUEZ

Phone

5123066727

Tax Period

2024-01-01 to 2024-12-31

KELLER WILLIAMS REALTY CARES, founded in 2002, is a community nonprofit in the Public Safety sector that reported $6.8M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $5.9M left a modest 14% surplus.

Mission

KW CARES - TOGETHER, WE EMPOWER, SUPPORT AND UPLIFT OUR KW FAMILY DURING TIMES OF HARDSHIP DUE TO SUDDEN EMERGENCIES.

Program Service Accomplishments

Program 1

Expenses: $3,831,095

HARDSHIP GRANTS - PROVIDED GRANTS TO 166 INDIVIDUALS FOR ASSISTANCE DUE TO MEDICALLY RELATED EMERGENCY HARDSHIPS AND VARIOUS OTHER EMERGENCY HARDSHIPS.

Program 2

Expenses: $1,186,380

DISASTER RELIEF - PROVIDED ASSISTANCE TO 448 VICTIMS AND COMMUNITIES AFFECTED BY NATURAL DISASTERS, INCLUDING HURRICANES, AND FLOODING. ASSISTANCE INCLUDED FOOD, WATER, SHELTER, MEDICAL CARE...

DISASTER RELIEF - PROVIDED ASSISTANCE TO 448 VICTIMS AND COMMUNITIES AFFECTED BY NATURAL DISASTERS, INCLUDING HURRICANES, AND FLOODING. ASSISTANCE INCLUDED FOOD, WATER, SHELTER, MEDICAL CARE, TRANSPORTATION, POWER GENERATION AND EMERGENCY GRANTS.

Program 3

Expenses: $1,800

DONATED TO PUBLIC CHARITABLE ORGANIZATIONS WHOSE MISSIONS ALIGN WITH THE KELLER WILLIAMS REALTY CARES' MISSION.

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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 $6,129,712

Program Service Revenue $0

Investment Income $627,737

Other Revenue $83,047

TOTAL REVENUE $6,840,496

Expense Breakdown

Grants Paid $3,329,450

Salaries & Benefits $937,562

Fundraising Expenses $315,715

Program Expenses $5,019,275

Other Expenses $1,641,870

TOTAL EXPENSES $5,908,882

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,840,496	$5,201,196	+0.3%
Expenses	$5,908,882	$5,205,856	+0.1%
Net Income	$931,614	$-4,660	-200.9%

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

$279,446

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MO ANDERSON	CHAIR	1.50	Officer Director	$0	$0	$0
BEVERLY STEINER	VICE CHAIR	1.50	Officer Director	$0	$0	$0
DORIS CARLIN	SECRETARY	1.50	Officer Director	$0	$0	$0
SHARON GIBBONS	TREASURER	1.50	Officer Director	$0	$0	$0
STEVE CHADER	DIRECTOR	1.50	Director	$0	$0	$0
JULIE COSTA FOURRE	DIRECTOR	1.50	Director	$0	$0	$0
KELLY HENDERSON	DIRECTOR	1.50	Director	$0	$0	$0
VALERIE KING	DIRECTOR	1.50	Director	$0	$0	$0
KENT TEMPLE	DIRECTOR	1.50	Director	$0	$0	$0
ANDREW PEPPER	DIRECTOR	1.50	Director	$0	$0	$0
DAWN CAZEDESSUS	DIRECTOR	1.50	Director	$0	$0	$0
JAMES SHAW	DIRECTOR AS OF AUGUST	1.50	Director	$0	$0	$0
MIKE DULEY	DIRECTOR AS OF AUGUST	1.50	Director	$0	$0	$0
JOSE FERNANDEZ	DIRECTOR AS OF AUGUST	1.50	Director	$0	$0	$0
ALEXIA RODRIGUEZ	CEO	40.00	Officer	$246,865	$32,581	$279,446
TRISTAN PIERCE	CFO	40.00	Officer	$0	$0	$0
RACHEL TANG	GRANTS PROGRAM MANAGER	40.00	Highest	$122,105	$20,534	$142,639
RACHEL ELDER	DIRECTOR OF GRANTS PROGRAM	40.00	Highest	$102,889	$7,074	$109,963
ANTONIA YOUNG DIRECTOR OF	FINANCE, PAYROLL AND BENEFITS	40.00	Highest	$110,330	$14,614	$124,944

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	$6,840,496	$5,908,882	$18,120,184	$931,614
2023	$5,201,196	$5,205,856	$17,303,918	$-4,660
2022	$5,465,403	$7,675,796	$17,402,429	$-2,210,393
2021	$6,197,000	$6,919,560	$19,707,329	$-722,560
2020	$5,421,159	$4,666,985	$20,370,900	$754,174
2019	$5,923,104	$4,483,948	$19,790,772	$1,439,156
2018	$6,245,078	$5,607,352	$18,376,970	$637,726