NW MONTANA ASSOCIATION OF REALTORS INC (EIN 810395155) - 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

1971

Legal Domicile

Phone

4067524197

Tax Period

2024-01-01 to 2024-12-31

NW MONTANA ASSOCIATION OF REALTORS INC, founded in 1971, is a small nonprofit that reported $601K in total revenue in fiscal year 2024. The organization ran a surplus of $126K, a strong 21% operating margin.

Mission

PROVIDE TRAINING AND PROMOTE THE INTEGRITY OF THE PROFESSION OF REALTORS.

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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 $590,379

Investment Income $11,470

Other Revenue $-797

TOTAL REVENUE $601,052

Expense Breakdown

Grants Paid $10,863

Salaries & Benefits $182,284

Fundraising Expenses $0

Program Expenses $435,337

Other Expenses $282,178

TOTAL EXPENSES $475,325

Year-over-Year Comparison

	2024	2023	Change
Revenue	$601,052	$564,531	+0.1%
Expenses	$475,325	$442,410	+0.1%
Net Income	$125,727	$122,121	+0.0%

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

$56,878

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERI MOON	Executive Offcr	40.00	Officer	$56,878	$0	$56,878
TARA HARBIN	Director	0.50	Director	$0	$0	$0
JENNIFER HARGETT	Secretary	0.50	Officer Director	$0	$0	$0
CINDY LANIER	Director	0.50	Director	$0	$0	$0
MARK BECK	Director	0.50	Director	$0	$0	$0
ROBIN WALLACE	MAR PRESDNT-ELC	0.50	Director	$0	$0	$0
NANCY NICHOLSON	Director	0.50	Director	$0	$0	$0
JESSE PLEVEL	President	1.00	Officer Director	$0	$0	$0
TRICIA BRISENDINE	Director	0.50	Director	$0	$0	$0
MELISSA SANTA	Director	0.50	Director	$0	$0	$0
DORYCE HAWKINS	PAST PREIDENT	0.50	Officer Director	$0	$0	$0
RYAN ROSS	Director	0.50	Director	$0	$0	$0
RENA SAUNIER	Treasurer	0.50	Officer 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	$601,052	$475,325	$852,026	$125,727
2023	$564,531	$442,410	$737,059	$122,121
2022	$454,901	$432,542	$605,620	$22,359
2021	$403,882	$329,049	$586,988	$74,833
2020	$333,014	$304,351	$506,255	$28,663
2019	$434,886	$406,828	$477,592	$28,058
2018	$360,111	$374,624	$449,534	$-14,513

NW MONTANA ASSOCIATION OF REALTORS INC