PORTLAND METROPOLITAN ASSOCIATION OF REA (EIN 936031951) - 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

1995

Legal Domicile

Principal Officer

MICHELE GILA

Phone

5032286595

Tax Period

2023-12-01 to 2024-11-30

PORTLAND METROPOLITAN ASSOCIATION OF REA, founded in 1995, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 36% operating margin.

Mission

THE CORE PURPOSE OF THE PORTLAND METROPOLITAN ASSOCIATION OF REALTORS IS TO PROMOTE AND ENHANCE THE REALTOR MEMBER'S ABILITY TO CONDUCT BUSINESS ETHICALLY, PROFESSIONALLY, AND PROFITABLY WHILE EXHIBITING A HIGH STANDARD OF BUSINESS ETIQUETTE.

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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 $42,500

Program Service Revenue $3,052,383

Investment Income $96,246

Other Revenue $1,079

TOTAL REVENUE $3,192,208

Expense Breakdown

Grants Paid $126,300

Salaries & Benefits $1,157,600

Fundraising Expenses $0

Other Expenses $757,995

TOTAL EXPENSES $2,041,895

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,192,208	$2,876,385	+0.1%
Expenses	$2,041,895	$2,053,404	0.0%
Net Income	$1,150,313	$822,981	+0.4%

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

179

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

$401,899

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSEY CULVER	PRESIDENT	1.00	Officer Director	$0	$0	$0
CINDY THACKERY	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
TONY KELLY	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT DELAVAN	VP OF FINANCE	1.00	Officer Director	$0	$0	$0
TODD ADAMS	VP OF REALTOR ADVOCACY	1.00	Officer Director	$0	$0	$0
JAVIER ALOMIA	VP OF PROFESSIONAL DEVELOPMENT	1.00	Officer Director	$0	$0	$0
AMY WALSH	VP OF MEMBER SERVCIES	1.00	Director	$0	$0	$0
LISA ALBRECHT	DIRECTOR	1.00	Director	$0	$0	$0
ALLIE GREINER	DIRECTOR	1.00	Director	$0	$0	$0
JAN CULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
ERIC HAGSTETTE	DIRECTOR	1.00	Director	$0	$0	$0
DONALD FALK	DIRECTOR	1.00	Director	$0	$0	$0
GABRIELA MANN	DIRECTOR	1.00	Director	$0	$0	$0
MAABI MUNOZ	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE STERLING	DIRECTOR	1.00	Director	$0	$0	$0
EVAN SWANSON	DIRECTOR	1.00	Director	$0	$0	$0
CAITLIN WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
TYLER KING	DIRECTOR	1.00	Director	$0	$0	$0
SARAH MALARKEY	DIRECTOR	1.00	Director	$0	$0	$0
ALEX PHAN	DIRECTOR	1.00	Director	$0	$0	$0
ROCHELLE YUKICH	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE GILA	DIRECTOR OF REALTOR ADVOCA	37.50	Officer	$121,880	$22,179	$144,059
MICHELE HOLEN	CEO	37.50	Officer	$230,301	$27,539	$257,840

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	$3,192,208	$2,041,895	$17,854,160	$1,150,313
2023	$2,876,385	$2,053,404	$16,816,191	$822,981
2022	$1,568,864	$1,762,310	$16,066,441	$-193,446
2021	$4,122,851	$1,873,442	$15,711,634	$2,249,409
2020	$3,564,511	$1,840,533	$13,468,991	$1,723,978
2019	$2,325,119	$1,985,789	$2,827,830	$339,330
2018	$2,211,121	$2,014,891	$2,487,670	$196,230

PORTLAND METROPOLITAN ASSOCIATION OF REA