COEUR DALENE REGIONAL 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

1945

Legal Domicile

Principal Officer

MICHAEL WENDLAND

Phone

2086670664

Tax Period

2023-01-01 to 2023-12-31

COEUR DALENE REGIONAL REALTORS, founded in 1945, is a small nonprofit that reported $825K in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $237K, a strong 29% operating margin.

Mission

PROVIDED SERVICE AND COMMUNICATION OF THE LOCAL REAL ESTATE MARKET TO APPROXIMATELY 2,000 LICENSED REAL ESTATE AGENTS.

Program Service Accomplishments

Program 1

PROVIDED SERVICE AND COMMUNICATION OF THE LOCAL REAL ESTATE MARKET TO APPROXIMATELY 2,000 LICENSED REAL ESTATE AGENTS.

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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 $2,500

Program Service Revenue $758,298

Investment Income $29,043

Other Revenue $34,992

TOTAL REVENUE $824,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $270,232

Fundraising Expenses $0

Other Expenses $317,801

TOTAL EXPENSES $588,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$824,833	$689,630	+0.2%
Expenses	$588,033	$306,237	+0.9%
Net Income	$236,800	$383,393	-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

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

$296,419

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE MORGAN	CEO	16.00	Officer	$223,698	$2,790	$226,488
JENNIFER RICHARDS	CEO	36.00	Officer	$67,473	$2,458	$69,931
ALISON ROBERTS	STATE DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY ALLEN	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
DIANNA HAUG	Secretary	1.00	Officer Director	$0	$0	$0
KRISTEN JOHNSON	Treasurer	1.00	Officer Director	$0	$0	$0
NICK SHRINER	LOCAL DIRECTOR	1.00	Director	$0	$0	$0
ANGELA BROOKE	LOCAL DIRECTOR	1.00	Director	$0	$0	$0
STEIN BERRY	AFFILIATE DIREC	1.00	Director	$0	$0	$0
JARED MCFARLAND	President	1.00	Officer Director	$0	$0	$0
STEFAN SMITH	YPN DIRECTOR	1.00	Director	$0	$0	$0
AMANDA KUESPERT	STATE DIRECTOR	1.00	Director	$0	$0	$0
TOM TORGERSON	STATE DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SMOCK	STATE DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WENDLAND	President Elect	1.00	Officer Director	$0	$0	$0
MANDI KNAPP	LOCAL DIRECTOR	1.00	Director	$0	$0	$0
JOSH BEEBE	LOCAL DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE MATHENY	Director	1.00	Director	$0	$0	$0
LARRY FRISBIE	LOCAL DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$824,833	$588,033	$3,053,570	$236,800
2022	$689,630	$306,237	$2,453,735	$383,393
2021	$677,130	$386,526	$2,649,903	$290,604
2020	$521,308	$318,808	$2,240,255	$202,500
2019	$565,940	$392,608	$2,167,251	$173,332
2018	$509,992	$372,113	$1,962,216	$137,879