GREATER LEWISVILLE ASSOCIATION OF REALTORS (EIN 751664690) - 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

1966

Legal Domicile

Phone

9722214606

Tax Period

2024-01-01 to 2024-12-31

GREATER LEWISVILLE ASSOCIATION OF REALTORS, founded in 1966, is a small nonprofit that reported $304K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $292K left a modest 4% surplus.

Mission

ASSIST ALL MEMBERS TO ACHIEVE HIGH PROFESSIONAL AND ETHICAL STANDARDS; TO ENHANCE THE PROFESSIONAL IMAGE OF REALTORS WITHIN THE COMMUNITY; AND TO HELP MEMBERS SUCCEED BY PROVIDING SUPPORT, EDUCATION AND RESOURCES.

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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 $0

Program Service Revenue $248,658

Investment Income $4,604

Other Revenue $50,853

TOTAL REVENUE $304,115

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,106

Fundraising Expenses $0

Program Expenses $292,285

Other Expenses $153,179

TOTAL EXPENSES $292,285

Year-over-Year Comparison

	2024	2023	Change
Revenue	$304,115	$326,198	-0.1%
Expenses	$292,285	$307,786	-0.1%
Net Income	$11,830	$18,412	-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

$118,235

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL ANDERSON	TXR DIRECTOR	0.25	Director	$0	$0	$0
BRENDA TAYLOR	TXR RVP/ PAST PRESIDENT	0.25	Officer Director	$0	$0	$0
BROOKE HUNT	TXR NAR DIRECTOR	0.25	Director	$0	$0	$0
CERITA LOFTIS	NTREIS BOD REPRESENTATIVE	0.25	Director	$0	$0	$0
KELLIE STOKES	LEGAL ADVISOR	0.25	Director	$0	$0	$0
JACK MALLOUF	DIRECTOR	0.25	Director	$0	$0	$0
TINA MURPHY	MLS CHAIR	0.25	Director	$0	$0	$0
JUSTUS CARLILE	PRESIDENT	0.25	Officer Director	$0	$0	$0
KAVITA GUPTA	DIRECTOR	0.25	Officer Director	$0	$0	$0
EYAD SALLOUM	PRESIDENT - ELECT	0.25	Officer Director	$0	$0	$0
BRENT MYERS	SECRETARY TREASURER	0.25	Officer Director	$0	$0	$0
JASON BELL	DIRECTOR	0.25	Director	$0	$0	$0
STEVE ALLCORN	DIRECTOR	0.25	Director	$0	$0	$0
CHARLOTTE WILCOX	DIRECTOR	0.25	Director	$0	$0	$0
PAM SHELTON	DIRECTOR	0.25	Director	$0	$0	$0
CHASE PIERSON	YPN CHAIR	0.25	Director	$0	$0	$0
ANA BECERRA	ASSOCIATION EXECUTIVE	40.00	Director	$118,235	$0	$118,235
JERI BOLAND BUCKNER	TREPAC CHAIR	0.25	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	$304,115	$292,285	$810,997	$11,830
2023	$326,198	$307,786	$828,358	$18,412
2022	$360,041	$320,061	$828,182	$39,980
2021	$355,294	$323,791	$799,862	$31,503
2020	$345,250	$284,148	$758,955	$61,102
2019	$365,286	$324,347	$693,065	$40,939
2018	$373,444	$346,317	$656,337	$27,127

GREATER LEWISVILLE ASSOCIATION OF REALTORS