HELENA ASSOCIATION OF REALTORS

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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

1984

Legal Domicile

Phone

4066034793

Tax Period

2023-01-01 to 2023-12-31

HELENA ASSOCIATION OF REALTORS, founded in 1984, is a small nonprofit that reported $517K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $121K, a strong 23% operating margin.

Mission

TO PROVIDE PROFESSIONAL SERVICES AND RESOURCES TO OUR MEMBERS, DELIVER VALUE TO THE COMMUNITY, AND PROMOTE INTEGRITY IN THE REAL ESTATE INDUSTRY.

Program Service Accomplishments

Program 1

Expenses: $277,749 Revenue: $295,050

Provide members with educational and orientation services, ethics training and resources and opportunities for networking

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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 $256,905

Program Service Revenue $250,495

Investment Income $3

Other Revenue $10,010

TOTAL REVENUE $517,413

Expense Breakdown

Grants Paid $0

Salaries & Benefits $204,726

Fundraising Expenses $0

Program Expenses $277,749

Other Expenses $192,062

TOTAL EXPENSES $396,788

Year-over-Year Comparison

	2023	2022	Change
Revenue	$517,413	$459,471	+0.1%
Expenses	$396,788	$414,961	0.0%
Net Income	$120,625	$44,510	+1.7%

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

$90,282

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DESIRAE LINDQUIST	Executive Dir.	40.00	Officer	$90,282	$0	$90,282
JOHN RAUSCH	Director	0.00	Director	$0	$0	$0
ROBERTA HURNI	Director	0.00	Director	$0	$0	$0
JESSICA MOORE	President	0.00	Director	$0	$0	$0
DAN SENECAL	Director	0.00	Director	$0	$0	$0
ANGIE ENGER	Director	0.00	Director	$0	$0	$0
CORTNEY SENECAL	Director	0.00	Director	$0	$0	$0
JENNI SWARTZ	Director	0.00	Director	$0	$0	$0
STEVE YOUDE	Director	0.00	Director	$0	$0	$0
KRISTIN KERR	Past President	0.00	Officer	$0	$0	$0
JENNA SIMANTON	President-Elect	0.00	Officer	$0	$0	$0
MARK STAHLY	Director	0.00	Officer	$0	$0	$0
TANA BIGNELL	Director	0.00	Officer	$0	$0	$0
JOE MUELLER	Director	0.00	Officer	$0	$0	$0
FREYJA BELL	Director	0.00	Officer	$0	$0	$0
JILL BURGER	Treasurer	0.00	Officer	$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	$517,413	$396,788	$1,250,772	$120,625
2022	$459,471	$414,961	$704,749	$44,510
2021	$399,507	$386,282	$663,752	$13,225
2020	$375,571	$334,762	$600,493	$40,809
2019	$308,339	$298,720	$568,529	$9,619
2018	$298,343	$223,881	$601,154	$74,462