LODI ASSOCIATION OF REALTORS INC (EIN 941387100) - 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

1957

Legal Domicile

Phone

2093685316

Tax Period

2024-01-01 to 2024-12-31

LODI ASSOCIATION OF REALTORS INC, founded in 1957, is a small nonprofit that reported $930K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $869K left a modest 7% surplus.

Mission

To provide members with education and resources that will enable them to conduct business successfully, to promote and enforce professional and ethical standards and to strengthen the REALTOR image by promoting equal housing opportunity.

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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 $413,185

Program Service Revenue $201,600

Investment Income $265,459

Other Revenue $50,018

TOTAL REVENUE $930,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $480,476

Fundraising Expenses $21,090

Program Expenses $858,120

Other Expenses $388,685

TOTAL EXPENSES $869,161

Year-over-Year Comparison

	2024	2023	Change
Revenue	$930,262	$838,055	+0.1%
Expenses	$869,161	$852,906	+0.0%
Net Income	$61,101	$-14,851	-5.1%

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
HENRIETTA VAN DYK	ASSOCIATION EXECUTIVE	40.00		$119,433	$0	$119,433
TYLER BLAGG	Director	0.00	Director	$0	$0	$0
PETER MATLOCK	Director	0.00	Director	$0	$0	$0
DOUGLAS HIGGENBOTHAM	Director	0.00	Director	$0	$0	$0
KRISTINA HEISLER	Director	0.00	Director	$0	$0	$0
SHERRY DICKHOFF	President	0.00	Officer	$0	$0	$0
TAIDE ZAMORA	President Elect	0.00	Officer	$0	$0	$0
RYAN VANDENBURG	Vice President	0.00	Officer	$0	$0	$0
EILEEN SCHAMBER	Secretary/Treas	0.00	Officer	$0	$0	$0
KERRY SUESS	Past President	0.00	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	$930,262	$869,161	$3,496,600	$61,101
2023	$838,055	$852,906	$3,332,222	$-14,851
2022	$836,191	$792,898	$3,048,066	$43,293
2021	$1,015,455	$670,627	$3,487,557	$344,828
2020	$902,478	$638,201	$3,045,801	$264,277
2019	$1,023,017	$681,866	$2,867,762	$341,151
2018	$513,604	$664,692	$2,517,360	$-151,088

LODI ASSOCIATION OF REALTORS INC