SACRAMENTO ASSOCIATION OF REALTORS… - Form 990 Financial Data

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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

1956

Legal Domicile

Principal Officer

JESSICA COATES

Phone

9169227711

Tax Period

2024-01-01 to 2024-12-31

SACRAMENTO ASSOCIATION OF REALTORS INC, founded in 1956, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2024. Net assets of $12.8M represent 41 months of operating reserves.

Mission

THE MISSION OF THE SACRAMENTO ASSOCIATION OF REALTORS, INC., IS TO ENHANCE THE ABILITY OF ITS MEMBERS TO PRACTICE THEIR PROFESSION ETHICALLY AND EFFECTIVELY, TO SERVE THE COMMUNITY AND TO PROTECT PRIVATE PROPERTY RIGHTS.

Program Service Accomplishments

Program 1

THE ASSOCIATION HOSTS AN ANNUAL DIVERSITY, INCLUSION, AND EQUALITY HOME BUYER FAIR THAT PROVIDES FREE INFORMATION TO CONSUMERS REGARDING THE HOME BUYING PROCESS AND HOW TO BE BETTER PREPARED TO...

THE ASSOCIATION HOSTS AN ANNUAL DIVERSITY, INCLUSION, AND EQUALITY HOME BUYER FAIR THAT PROVIDES FREE INFORMATION TO CONSUMERS REGARDING THE HOME BUYING PROCESS AND HOW TO BE BETTER PREPARED TO BECOME A HOMEOWNER.

Program 2

THE RETAIL STORE WITHIN THE ASSOCIATION WAS ABLE TO CONTINUE TO OFFER PRODUCTS FOR ITS MEMBERS AT A REDUCED PRICE, WHILE BEING CONVENIENT AND ACCESSIBLE TO MEMBERS AND NONMEMBERS.

Program 3

THE ASSOCIATION CONTINUED TO PROMOTE ETHICS AND PROFESSIONAL STANDARDS TO MEMBERS. SERVICES OFFERED INCLUDE OMBUDSMEN, MEDIATION, AND ARBITRATION FOR THE PROTECTION OF THE PUBLIC AS WELL AS MEMBERS.

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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 $18,482

Program Service Revenue $3,147,611

Investment Income $219,362

Other Revenue $336,570

TOTAL REVENUE $3,722,025

Expense Breakdown

Grants Paid $18,394

Salaries & Benefits $2,043,465

Fundraising Expenses $0

Other Expenses $1,634,489

TOTAL EXPENSES $3,696,348

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,722,025	$3,677,146	+0.0%
Expenses	$3,696,348	$3,757,666	0.0%
Net Income	$25,677	$-80,520	-1.3%

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

171

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

$419,815

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERIE HUNT	PRESIDENT	10.00	Officer Director	$0	$0	$0
SAMANTHA TOV-WEISSENSEE	PRESIDENT ELECT	4.00	Officer Director	$0	$0	$0
ULJAL SINGH	SECRETARY-TREASURER	2.00	Officer Director	$0	$0	$0
ERIN STUMPF	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
JODI ASH	DIRECTOR	2.00	Director	$0	$0	$0
COURTNEY EDWARDS	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE FERRIS	DIRECTOR	2.00	Director	$0	$0	$0
RANDALL HOM	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN MCMARTIN	DIRECTOR	2.00	Director	$0	$0	$0
CHIP O'NEILL	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL ONSTEAD	DIRECTOR	2.00	Director	$0	$0	$0
MAYLNA PHAN	DIRECTOR	2.00	Director	$0	$0	$0
KELLY PLEASANT	DIRECTOR	2.00	Director	$0	$0	$0
JIM PODJA	DIRECTOR	2.00	Director	$0	$0	$0
YURI RAMIREZ-VILLANUEVA	DIRECTOR	2.00	Director	$0	$0	$0
LUIS SUMPTER	DIRECTOR	2.00	Director	$0	$0	$0
MAURICE THOMAS	DIRECTOR	2.00	Director	$0	$0	$0
CAM VILLA	DIRECTOR	2.00	Director	$0	$0	$0
ANGIE WESTBERG	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA COATES	CHIEF EXECUTIVE OFFICER	30.00	Officer	$266,203	$13,287	$279,490
CHRISTOPHER LY	CHIEF FINANCIAL OFFICER	40.00	Officer	$131,840	$8,485	$140,325
BRIAN DELISI	CHIEF OPERATING OFFICER	40.00	Highest	$111,200	$13,385	$124,585

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	$3,722,025	$3,696,348	$13,627,358	$25,677
2023	$3,677,146	$3,757,666	$13,450,220	$-80,520
2022	$3,590,850	$3,572,463	$12,753,592	$18,387
2021	$3,640,700	$2,927,299	$14,017,133	$713,401
2020	$2,999,246	$2,874,620	$13,317,257	$124,626
2019	$3,120,565	$2,945,361	$12,043,549	$175,204
2018	$3,111,412	$2,906,946	$11,106,931	$204,466

SACRAMENTO ASSOCIATION OF REALTORS INC