TUCSON ASSOCIATION OF REALTORS INC (EIN 860108815) - 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

1921

Legal Domicile

Principal Officer

CATHERINE WOLFSON

Phone

5203274218

Tax Period

2023-01-01 to 2023-12-31

TUCSON ASSOCIATION OF REALTORS INC, founded in 1921, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.1M, a strong 31% operating margin.

Mission

TO UNITE THOSE ENGAGED IN THE REAL ESTATE PROFESSION; PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT; SAFEGUARD OWNERS.

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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 $1,737,384

Program Service Revenue $114,310

Investment Income $19,514

Other Revenue $1,733,999

TOTAL REVENUE $3,605,207

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,522,717

Fundraising Expenses $0

Other Expenses $982,634

TOTAL EXPENSES $2,505,351

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,605,207	$3,228,979	+0.1%
Expenses	$2,505,351	$2,490,215	+0.0%
Net Income	$1,099,856	$738,764	+0.5%

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

Volunteers

133

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

$195,433

Total Directors

$195,433

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDITH LOWE	CEO	40.00	Officer Director	$195,433	$0	$195,433
WILLIAM ARNOLD	VICE PRESIDE	0.75	Officer Director	$0	$0	$0
ANN BARMORE	DIRECTOR	0.75	Director	$0	$0	$0
KIMBERLY CLIFTON	PRESIDENT	0.75	Officer Director	$0	$0	$0
DANAE JACKSON	DIRECTOR	0.75	Director	$0	$0	$0
JODI KOCH	IMMED PAST P	0.75	Officer Director	$0	$0	$0
PATRICIA LEAHY	DIRECTOR	0.75	Director	$0	$0	$0
VICTORIA LEM	TRCF LIAISON	0.75	Director	$0	$0	$0
BLAIRE LOMETTI	DIRECTOR	0.75	Director	$0	$0	$0
LAURA MANCE	TREASURER	0.75	Officer Director	$0	$0	$0
GEORGINA PLANTE	WCR LIAISON	0.75	Director	$0	$0	$0
JAMES ROBERTSON	CCIM LIAISON	0.75	Director	$0	$0	$0
JANETT ROSS	DIRECTOR	0.75	Director	$0	$0	$0
SUZANNE ROTHMAN	DIRECTOR	0.75	Director	$0	$0	$0
CYNDI SHERMAN	DIRECTOR	0.75	Director	$0	$0	$0
ROBB SIKES	DIRECTOR	0.75	Director	$0	$0	$0
CATHERINE WOLFSON	PRESIDENT-EL	0.75	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	No data	No data	No data	No data
2023	$3,605,207	$2,505,351	$8,691,299	$1,099,856
2022	$3,228,979	$2,490,215	$7,574,626	$738,764
2021	$3,342,875	$2,544,364	$7,118,539	$798,511
2020	$3,110,252	$2,104,019	$6,095,560	$1,006,233

TUCSON ASSOCIATION OF REALTORS INC