CACHE VALLEY ASSOCIATION OF REALTORS (EIN 870384193) - 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

1990

Legal Domicile

Principal Officer

BRITTANY ANDRUS

Phone

4357531044

Tax Period

2023-01-01 to 2023-12-31

CACHE VALLEY ASSOCIATION OF REALTORS, founded in 1990, is a small nonprofit that reported $471K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $437K left a modest 7% surplus.

Mission

TO SERVE REAL ESTATE BROKERS AND SALESPEOPLE IN THE CACHE VALLEY AREA BY DEVELOPING A POSITIVE IMAGE AND BY SHARING IDEAS AND INFORMATION.

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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 $0

Program Service Revenue $464,047

Investment Income $6,986

Other Revenue $0

TOTAL REVENUE $471,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,954

Fundraising Expenses $0

Program Expenses $340,541

Other Expenses $324,547

TOTAL EXPENSES $436,501

Year-over-Year Comparison

	2023	2022	Change
Revenue	$471,033	$433,455	+0.1%
Expenses	$436,501	$436,660	0.0%
Net Income	$34,532	$-3,205	-11.8%

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

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

$74,098

Total Directors

$4,875

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LETICIA SHIFFLET	ASSOC EXECUTIVE	40.00	Officer	$66,923	$2,300	$69,223
BRITTANY ANDRUS	President	3.00	Officer Director	$4,500	$0	$4,500
WYATT OLSEN	PRESIDENT ELECT	1.00	Officer Director	$375	$0	$375
CELESTE HUSS	Director	0.50	Director	$0	$0	$0
VERN FIELDING	Treasurer	0.50	Officer Director	$0	$0	$0
SHANNON POPPLETON	Director	0.50	Director	$0	$0	$0
MARIAN FIELDING	PAST PRESIDENT	1.00	Director	$0	$0	$0
JEN LUMAN	Director	0.50	Director	$0	$0	$0
MITCH DUFFIN	Director	0.50	Director	$0	$0	$0
TRAVIS ALLRED	Director	0.50	Director	$0	$0	$0
MAKENZEE NELSON	Director	0.50	Director	$0	$0	$0
CHELSEA FUNK	Director	0.50	Director	$0	$0	$0
KIMBERLY PHIPPS	Director	0.50	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	$471,033	$436,501	$939,471	$34,532
2022	$433,455	$436,660	$895,241	$-3,205
2021	$414,710	$390,751	$868,345	$23,959
2020	$387,648	$361,106	$823,922	$26,542
2019	$347,150	$362,336	$742,013	$-15,186

CACHE VALLEY ASSOCIATION OF REALTORS