KITSAP COUNTY ASSOCIATION OF REALTORS (EIN 910723769) - 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

1949

Legal Domicile

Principal Officer

RICH JACOBSON

Phone

3606928852

Tax Period

2023-01-01 to 2023-12-31

KITSAP COUNTY ASSOCIATION OF REALTORS, founded in 1949, is a small nonprofit that reported $346K in total revenue in fiscal year 2023. Expenses of $320K left a modest 8% surplus.

Mission

REALTOR TRADE ASSOCIATION

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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 $277,940

Program Service Revenue $49,820

Investment Income $252

Other Revenue $18,150

TOTAL REVENUE $346,162

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $193,373

Fundraising Expenses $0

Other Expenses $125,163

TOTAL EXPENSES $320,036

Year-over-Year Comparison

	2023	2022	Change
Revenue	$346,162	$360,606	0.0%
Expenses	$320,036	$240,764	+0.3%
Net Income	$26,126	$119,842	-0.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA MCGUIRE	TREASURER	1.00	Officer	$0	$0	$0
LINDA WOOD	IMMEDIATE PA	1.00	Officer	$0	$0	$0
JAMIE HAYWOOD	FIRST VICE-P	1.00	Officer	$0	$0	$0
AMBER THOMSON	DIRECTOR	1.00	Director	$0	$0	$0
KATHY BERNDSTON	DIRECTOR	1.00	Director	$0	$0	$0
LORI SINCLAIR	PRESIDENT- E	1.00	Officer	$0	$0	$0
IRENE GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
NICOLA D'ANELLA	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER WILLIAMSON	DIRECTOR	1.00	Director	$0	$0	$0
ANNETTE NITZ	DIRECTOR	1.00	Director	$0	$0	$0
BETSY TARPLY	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN DAY	DIRECTOR	1.00	Director	$0	$0	$0
VICKI LAWRENCE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER O'MORCHOE	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY SCHWITZER	DIRECTOR	1.00	Director	$0	$0	$0
RICH JACOBSON	PRESIDENT	1.00	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	No data	No data	No data	No data
2023	$346,162	$320,036	$265,537	$26,126
2022	$360,606	$427,657	$221,930	$-67,051
2021	$319,693	$401,337	$277,940	$-81,644
2020	$289,473	$284,310	$305,045	$5,163
2019	$352,924	$233,326	$336,183	$119,598

KITSAP COUNTY ASSOCIATION OF REALTORS