SANTA FE ASSOCIATION OF REALTORS I… - Form 990 Financial Data

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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

1975

Legal Domicile

Principal Officer

RUBEL A ARGUELLO

Phone

5059828385

Tax Period

2023-01-01 to 2023-12-31

SANTA FE ASSOCIATION OF REALTORS INC, founded in 1975, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE UNITY TO THOSE ENGAGED IN THE REAL ESTATE PROFESSION, AND TO DIRECT THIS INFLUENCE UPON THE PROFESSION AND RELATED INTERESTS.

Program Service Accomplishments

Program 1

Expenses: $160,289

PROVIDED CONTINUING PROFESSIONAL EDUCATION FOR ASSOCIATION MEMBERS AS WELL AS PROVIDE SUPPORT AND PARTICIPATION IN COMMUNITY AWARENESS PROJECTS.

Program 2

Expenses: $985,459 Revenue: $1,043,637

PROVIDED LOCAL REAL ESTATE AGENTS WITH INFORMATION AND RESOURCES TO BETTER SERVE THEMSELVES AND THE PUBLIC.

Program 3

Expenses: $230,000

THE ORGANIZATION ALSO RECEIVED GRANT INCOME USED FOR VARIOUS NATIONAL ASSOCIATION OF REALTORS PROGRAMS INCLUDING "GAME CHANGER", "FORECLOSURE PREVENTION", WORKFORCE AND AFFORDABLE HOUSING IN SANTA...

THE ORGANIZATION ALSO RECEIVED GRANT INCOME USED FOR VARIOUS NATIONAL ASSOCIATION OF REALTORS PROGRAMS INCLUDING "GAME CHANGER", "FORECLOSURE PREVENTION", WORKFORCE AND AFFORDABLE HOUSING IN SANTA FE, AND THE SANTA FE HOUSING OPPORTUNITY PROGRAM.

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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 $265,001

Program Service Revenue $1,043,637

Investment Income $7,971

Other Revenue $27,773

TOTAL REVENUE $1,344,382

Expense Breakdown

Grants Paid $230,000

Salaries & Benefits $429,796

Fundraising Expenses $0

Program Expenses $1,375,748

Other Expenses $710,952

TOTAL EXPENSES $1,375,748

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,344,382	$1,073,627	+0.3%
Expenses	$1,375,748	$1,011,569	+0.4%
Net Income	$-31,366	$62,058	-1.5%

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

$114,365

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA DOBYNS	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
DREW LAMPRICH	PRESIDENT	2.00	Officer Director	$0	$0	$0
BETH CALDARELLO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN SHEPLER	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
JOSHUA MAES	PRESIDENT ELECT	2.00	Director	$0	$0	$0
FRANCESCO CRISAFULLI	DIRECTOR	2.00	Director	$0	$0	$0
LISA BYBEE	DIRECTOR	2.00	Director	$0	$0	$0
GAVIN SAYERS	DIRECTOR	2.00	Director	$0	$0	$0
DAVID CORDOVA	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY HISE	DIRECTOR	2.00	Director	$0	$0	$0
MARCOS ZUBIA	DIRECTOR	2.00	Director	$0	$0	$0
BETTY BEACHUM	COMMERCIAL COUNCIL	2.00	Director	$0	$0	$0
COLEEN DEARING	MLS COMMITTEE	2.00	Director	$0	$0	$0
KEN MARTINEZ	DIRECTOR	2.00	Director	$0	$0	$0
JANELLE DRY	DIRECTOR	2.00	Director	$0	$0	$0
JAYNE SINALOA	DIRECTOR	2.00	Director	$0	$0	$0
RUBEL A ARGUELLO	CHIEF EXECUTIVE	40.00	Officer	$114,365	$0	$114,365

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	$1,344,382	$1,375,748	$2,164,879	$-31,366
2022	$1,073,627	$1,011,569	$2,366,937	$62,058
2021	$1,089,128	$961,819	$1,725,635	$127,309
2020	$1,046,450	$956,558	$1,616,012	$89,892
2019	$1,061,683	$998,340	$1,579,983	$63,343
2018	$1,000,357	$943,702	$1,496,912	$56,655

SANTA FE ASSOCIATION OF REALTORS INC