WEST AND SOUTHEAST REALTORS OF THE VALLEY INC (EIN 860214078) - 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

1961

Legal Domicile

Principal Officer

ROGER NELSON

Phone

4804775882

Tax Period

2024-01-01 to 2024-12-31

WEST AND SOUTHEAST REALTORS OF THE VALLEY INC, founded in 1961, is a community nonprofit that reported $5.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $4.6M left a modest 12% surplus.

Mission

TO PROVIDE SERVICES THAT LEAD TO MEMBER PROSPERITY UNITE THOSE ENGAGED IN THE REAL ESTATE PROFESSION, PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT WITHIN THE PROFESSION, AND FURTHER THE INTERESTS OF PROPERTY OWNERSHIP

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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 $38,656

Program Service Revenue $4,716,112

Investment Income $493,392

Other Revenue $-75,092

TOTAL REVENUE $5,173,068

Expense Breakdown

Grants Paid $2,769

Salaries & Benefits $2,749,379

Fundraising Expenses $0

Other Expenses $1,824,048

TOTAL EXPENSES $4,576,196

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,173,068	$4,729,185	+0.1%
Expenses	$4,576,196	$4,987,303	-0.1%
Net Income	$596,872	$-258,118	-3.3%

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

383

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

$661,241

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER NELSON	CEO	040.00	Officer	$352,032	$57,534	$409,566
PAMELA FRESTEDT	COO	040.00	Officer	$211,225	$40,450	$251,675
MARIBEL GARCIA	VP TECHNOLOGY ASSET MANAGEMENT	040.00	Highest	$120,855	$19,376	$140,231
TONYA DESKINS	VP MEMBER SERVICES PROF. DEV.	040.00	Highest	$120,623	$18,033	$138,656
DONNA KING	VP FINANCE HUMAN RESOURCES	040.00	Highest	$127,633	$8,464	$136,097
KELLY M SORIANO	PRESIDENT	001.00	Officer Director	$0	$0	$0
SHARI WARD	PRESIDENT-ELECT	001.00	Officer Director	$0	$0	$0
CHRISTINE BAYER	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
SUSAN HERBER	TREASURER	001.00	Officer Director	$0	$0	$0
MICHAEL HOFSTETTER	IMMEDIATE PAST PRESIDENT	000.25	Officer Director	$0	$0	$0
ANGELA SEMRAD	REGIONAL VP	000.25	Officer Director	$0	$0	$0
JENNIFER MACLAY	REGIONAL VP	000.25	Officer Director	$0	$0	$0
MELISSA YOST-FUENTES	REGIONAL VP	000.25	Officer Director	$0	$0	$0
NICKOLE SPARACIA	REGIONAL VP	000.25	Officer Director	$0	$0	$0
SABRINA CASON	REGIONAL VP	000.25	Officer Director	$0	$0	$0
CHERIE ANN STALL	DIRECTOR	000.25	Director	$0	$0	$0
CONSTANCE PARIS	DIRECTOR	000.25	Director	$0	$0	$0
JEFFREY RASKIN	DIRECTOR	000.25	Director	$0	$0	$0
JOHN THEIS	DIRECTOR	000.25	Director	$0	$0	$0
M TERESA RUBIO-ACUNA	DIRECTOR	000.25	Director	$0	$0	$0
PAIGE GIBBONS	DIRECTOR	000.25	Director	$0	$0	$0
ELIZABETH O'NEALL	AFFILIATE DIRECTOR	000.25	Director	$0	$0	$0
WILLIAM PADEN	AFFILIATE DIRECTOR	000.25	Director	$0	$0	$0
BARBARA LEIDENHEIMER	DIRECTOR 03/06/24-12/31/24	000.25	Director	$0	$0	$0
JULIE TATE	DIRECTOR 08/08/24-12/31/24	000.25	Director	$0	$0	$0
LAYA GAVIN	DIRECTOR 01/01/24-10/30/24	000.25	Director	$0	$0	$0
TRACY DUNCAN	DIRECTOR 01/01/24-08/31/24	000.25	Director	$0	$0	$0
DEBORAH HAINES	DIRECTOR 01/01/24- 01/05/24	000.25	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	$5,173,068	$4,576,196	$15,740,023	$596,872
2023	$4,729,185	$4,987,303	$15,786,375	$-258,118
2022	$4,818,467	$4,621,371	$15,494,286	$197,096
2021	$4,817,480	$4,497,068	$16,716,149	$320,412
2020	$3,816,241	$4,315,695	$17,132,175	$-499,454

WEST AND SOUTHEAST REALTORS OF THE VALLEY INC