ALABAMA ASSOCIATION OF REALTORS HEALTH AND WELFARE PLAN (EIN 833880285) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

JEREMY WALKER

Phone

3342623808

Tax Period

2024-01-01 to 2024-12-31

AL ASSOCIATION OF REALTORS HEALTH AND WELFARE PLAN, founded in 2019, is a community nonprofit in the Mutual Benefit sector that reported $3.5M in total revenue in fiscal year 2020. Revenue surged 96% from the prior year, signaling strong growth momentum.

Mission

THE PLAN PROVIDES HEALTH AND WELFARE FOR PARTICIPATING MEMBERS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,033,169

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,033,169

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,058,639

Other Expenses $89,306

TOTAL EXPENSES $4,058,639

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,033,169	$4,432,474	-0.1%
Expenses	$4,058,639	$4,422,040	-0.1%
Net Income	$-25,470	$10,434	-3.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY WALKER	PLAN ADMINIS	1.00	Director	$0	$0	$0
MARY JANE OWEN	BOARD MEMBER	1.00	Director	$0	$0	$0
RAJANE JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SENIA JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY BETH SHAW	BOARD MEMBER	1.00	Director	$0	$0	$0
TINA TERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
DEDRA CABANISS	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM HARWOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
BO EVANS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID LUCAS	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA LOU PARSONS	BOARD MEMBER	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	$4,033,169	$4,058,639	$2,434	$-25,470
2023	$4,432,474	$4,422,040	$72,713	$10,434
2022	$4,635,375	$4,651,470	$2,808	$-16,095
2021	$4,134,362	$4,220,548	$11,623	$-86,186
2020	$3,476,877	$3,384,753	$95,269	$92,124

ALABAMA ASSOCIATION OF REALTORS HEALTH AND WELFARE PLAN