Central Arizona Association of Realtors (EIN 860523798) - 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

2001

Legal Domicile

Principal Officer

Dennis Riccio

Phone

9284741944

Tax Period

2024-01-01 to 2024-12-31

Central Arizona Association of Realtors, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $568K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

To serve its members by encouraging professional development, promoting professional standards and prompting collective action in support of members interest.

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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 $0

Program Service Revenue $555,561

Investment Income $11,277

Other Revenue $712

TOTAL REVENUE $567,550

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $187,838

Fundraising Expenses $0

Other Expenses $359,629

TOTAL EXPENSES $557,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$567,550	$494,575	+0.1%
Expenses	$557,467	$532,796	+0.0%
Net Income	$10,083	$-38,221	-1.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nancy Lerma	Assistant	40.00		$83,594	$0	$83,594
Shauna Boyd	Assistant	40.00		$46,522	$0	$46,522
Brandy Schulteis	Assistant	40.00		$29,300	$0	$29,300
Alleena DiGiacomo	Assistant	40.00		$5,642	$0	$5,642
Steve Barnaby	Director	1.00	Director	$0	$0	$0
Andrea Christianson	Director	1.00	Director	$0	$0	$0
Anne Collins	Director	1.00	Director	$0	$0	$0
Jim Hall	Director	1.00	Director	$0	$0	$0
Heather LeBlanc	Director	1.00	Director	$0	$0	$0
Richard Pfister	Director	1.00	Director	$0	$0	$0
Patrick Prest	Director	1.00	Director	$0	$0	$0
Kevin Quame	Director	1.00	Director	$0	$0	$0
Claudia Robles	Director	1.00	Director	$0	$0	$0
Michelle Saurage	Director	1.00	Director	$0	$0	$0
Frank La Spisa	Director	1.00	Director	$0	$0	$0
Glori Surman	Director	1.00	Director	$0	$0	$0
Deborah Rose	President	2.00	Officer	$0	$0	$0
Dennis Riccio	President	2.00	Officer	$0	$0	$0
Josh Weinland	Secretary	2.00	Officer	$0	$0	$0
Steve Cantrill	Treasurer	2.00	Officer	$0	$0	$0
Clark Jones	Vice President	2.00	Officer	$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	$567,550	$557,467	$628,301	$10,083
2023	$494,575	$532,796	$847,397	$-38,221
2022	$453,682	$461,671	$773,609	$-7,989
2021	$414,372	$378,178	$1,083,663	$36,194
2020	$364,909	$281,970	$1,042,222	$82,939
2019	$312,468	$288,609	$938,665	$23,859
2018	$304,122	$265,768	$954,639	$38,354

Central Arizona Association of Realtors