SANTA CLARA COUNTY ASSOCIATION OF REALTORS (EIN 941054204) - 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

1963

Legal Domicile

Principal Officer

KRAIG CONSTANTINO

Phone

4084458500

Tax Period

2023-01-01 to 2023-12-31

SANTA CLARA COUNTY ASSOCIATION OF REALTORS, founded in 1963, is a community nonprofit in the Community Improvement sector that reported $3.0M in total revenue in fiscal year 2023. Expenses of $2.8M left a modest 5% surplus.

Mission

IMPROVE BUSINESS AND PROVIDE PROFESSIONAL SUPPORT SERVICES TO REAL ESTATE PROFESSIONALS

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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 $32,500

Program Service Revenue $2,835,889

Investment Income $51,821

Other Revenue $43,580

TOTAL REVENUE $2,963,790

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,658,150

Fundraising Expenses $0

Other Expenses $1,163,553

TOTAL EXPENSES $2,821,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,963,790	$2,912,076	+0.0%
Expenses	$2,821,703	$2,824,238	0.0%
Net Income	$142,087	$87,838	+0.6%

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

$271,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA FARI	BOARD MEMBER/PAST-PRESIDENT	2.00	Director	$0	$0	$0
WILLIAM CHIA	BOARD MEMBER/PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM REHBOCK	BOARD MEMBER/TREASURER	1.00	Officer Director	$0	$0	$0
KRAIG CONSTANTINO	BOARD MEMBER/VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELLE PERRY	BOARD MEMBER/PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
KAREN NELSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNY ZHAO	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN ALTER	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG GOSS	BOARD MEMBER	1.00	Director	$0	$0	$0
GENE HUNT	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY HUNT	BOARD MEMBER	1.00	Director	$0	$0	$0
JEN BEEHLER	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDY JAMISON UNTIL 12312023	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK SMITH UNTIL 12312023	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGO SPARKS SCRA CHAIR FROM 1	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH BROWN FROM 112023	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESE FERRARA	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA WELCH	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE LIN	DIRECTOR	1.00	Director	$0	$0	$0
NEIL COLLINS	EXECUTIVE DIRECTOR, CEO	37.50	Officer	$254,165	$16,959	$271,124
GINA ZARI	GOVERNMENT AFFAIRS DIRECTOR	37.50	Highest	$157,808	$9,517	$167,325
MAX VALDEZ	IT DIRECTOR	37.50	Highest	$121,716	$15,400	$137,116

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	$2,963,790	$2,821,703	$12,975,032	$142,087
2022	$2,912,076	$2,894,238	$10,749,522	$17,838
2021	$2,797,794	$2,448,299	$9,937,108	$349,495
2020	$2,679,449	$2,398,816	$9,470,550	$280,633
2019	$2,749,383	$2,691,247	$9,103,830	$58,136
2018	$2,824,567	$2,591,617	$8,817,854	$232,950

SANTA CLARA COUNTY ASSOCIATION OF REALTORS