HOUSTON ASSOCIATION OF REALTORS (EIN 740695440) - 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

1918

Legal Domicile

Principal Officer

C ROBERT HALE III

Phone

7136291900

Tax Period

2023-01-01 to 2023-12-31

HOUSTON ASSOCIATION OF REALTORS, founded in 1918, is a mid-sized nonprofit that reported $26.2M in total revenue in fiscal year 2023.

Mission

TRADE ASSOCIATION FOR REAL ESTATE AGENTS AND BROKERS. PROVIDE EDUCATION AND TRAINING FOR MEMBERS. PROMOTE SERVICES PROVIDED BY MEMBERS TO THE PUBLIC.

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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 $24,973,628

Program Service Revenue $935,685

Investment Income $270,481

Other Revenue $0

TOTAL REVENUE $26,179,794

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,872,369

Fundraising Expenses $0

Other Expenses $20,117,766

TOTAL EXPENSES $25,990,135

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,179,794	$26,635,938	0.0%
Expenses	$25,990,135	$24,444,794	+0.1%
Net Income	$189,659	$2,191,144	-0.9%

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

109

Volunteers

396

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

$1,655,836

Total Directors

$102,497

Key Employees

$3,750,945

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER WAUHOB	IMMEDIATE PAST CHAIR	2.00	Officer Director	$3,539	$0	$3,539
THOMAS MOUTON	CHAIR ELECT	3.00	Officer Director	$32,648	$0	$32,648
JAY BRADLEY	DIRECTOR	1.00	Director	$0	$0	$0
CATHY TREVINO	HAR CHAIR	6.00	Officer Director	$27,858	$0	$27,858
PAUL SILVERMAN	DIRECTOR	1.00	Director	$3,569	$0	$7,829
MICHAEL WONG	DIRECTOR	1.00	Director	$0	$0	$0
SHAE COTTAR	VICE CHAIR	2.00	Officer Director	$3,857	$0	$3,857
THERESA HUGHES-HILL	VICE CHAIR	2.00	Officer Director	$7,307	$0	$9,346
DANIELA SUMBERA	DIRECTOR	1.00	Director	$0	$0	$0
JAY CLEMENTE	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE POSEY	DIRECTOR	1.00	Director	$0	$0	$0
JOANN STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
TROY COTHRAN	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN ROBINSON	SECRETARY/TREASURER	2.00	Officer Director	$5,053	$0	$5,053
JEMILA WINSEY	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON COBB EVANS	DIRECTOR	1.00	Director	$7,313	$0	$7,313
ROBERT COOK	DIRECTOR	1.00	Director	$4,304	$0	$4,304
PEGGY PENTECOST	DIRECTOR	1.00	Director	$750	$0	$750
JEREMY FAIN	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN ANNOURA	DIRECTOR	1.00	Director	$0	$0	$0
CHANEL RAESIS	DIRECTOR	1.00	Director	$0	$0	$0
LINDA HOWELL	DIRECTOR	1.00	Director	$0	$0	$0
C ROBERT HALE III	PRESIDENT & CEO	40.00	Officer	$1,021,853	$29,000	$1,050,853
RENE GALVAN	EXECUTIVE VP/COO/CFO	40.00	Officer	$477,547	$45,135	$522,682
ENRICA BLEVINS	DIRECTOR OF PROFESSIONAL DEVELOPMENT	40.00	Key Emp	$216,656	$2,166	$218,822
MATT BURRUS	CHIEF COMMUNICATIONS OFFICER	40.00	Key Emp	$254,710	$51,878	$306,588
LORI CARPER	DIRECTOR OF EVENTS & INTERNATIONAL	40.00	Key Emp	$198,328	$25,726	$224,054
SHAWN DAUPHINE	DIRECTOR OF MLS	40.00	Key Emp	$308,187	$58,142	$366,329
KAREN DRISCOLL	DIRECTOR OF TREPAC	40.00	Key Emp	$185,266	$14,881	$200,147
TRACY GOODEAUX	CONTROLLER & DIRECTOR OF HR	40.00	Key Emp	$187,403	$40,308	$227,711
TAQI RIZVI	CHIEF TECHNOLOGY OFFICER	40.00	Key Emp	$694,639	$59,035	$753,674
SAM SCOTT	DIRECTOR OF INFORMATION	40.00	Key Emp	$274,130	$39,343	$313,473
EDWARD MONCUR	DIRECTOR OF IT INFRASTRUCTURE	40.00	Key Emp	$236,191	$28,171	$264,362
THINH PHAM	WEB DEVELOPER	40.00	Key Emp	$196,580	$52,884	$249,464
BETTY WU	WEB DEVELOPER	40.00	Key Emp	$205,162	$29,227	$234,389
AMBER BURTON	DIRECTOR OF GOVT AFFAIRS & ADVOCACY	40.00	Key Emp	$172,509	$38,893	$211,402
CYNTHIA WILLIAMS	DIRECTOR OF MEMBERSHIP	40.00	Key Emp	$154,864	$25,666	$180,530
ROZ CREW	DIRECTOR OF MEMBER ENGAGEMENT	40.00	Highest	$156,142	$13,292	$169,434
RHONDA FLOWERS	DIRECTOR OF BRANCH OPERATIONS	40.00	Highest	$153,544	$23,629	$177,173
ERICK DEL ORBE	WEB DEVELOPER	40.00	Highest	$152,810	$44,425	$197,235
CLAUDIA HERNANDEZ	DIRECTOR OF VIDEO SERVICES	40.00	Highest	$148,292	$23,437	$171,729
LEE PENROD	WEB DEVELOPER	40.00	Highest	$155,184	$45,012	$200,196

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	$26,179,794	$25,990,135	$22,404,997	$189,659
2022	$26,635,938	$24,444,794	$21,193,671	$2,191,144
2021	$23,447,617	$22,063,738	$18,624,507	$1,383,879
2020	$21,237,526	$20,410,699	$17,260,431	$826,827
2019	$20,354,834	$19,710,729	$16,095,915	$644,105
2018	$19,282,125	$18,555,356	$18,710,164	$726,769

HOUSTON ASSOCIATION OF REALTORS