SILICON VALLEY ASSOCIATION OF REALTORS (EIN 941717337) - 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

1994

Legal Domicile

Principal Officer

PAUL CARDUS

Phone

4082000100

Tax Period

2023-01-01 to 2023-12-31

SILICON VALLEY ASSOCIATION OF REALTORS, founded in 1994, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.2M in total revenue in fiscal year 2023. Expenses of $2.9M left a modest 11% surplus.

Mission

THE SILICON VALLEY ASSOCIATION OF REALTORS IS DEDICATED TO BEING A LEADER IN THE REAL ESTATE INDUSTRY BY PROMOTING THE HIGHEST ETHICAL STANDARDS OF REAL ESTATE PRACTICE, REPRESENTING THE INTEREST OF PROPERTY OWNERS, AND PROVIDING EXCEPTIONAL SERVICE TO ITS MEMBERSHIP.

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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 $0

Program Service Revenue $2,576,037

Investment Income $36,138

Other Revenue $607,369

TOTAL REVENUE $3,219,544

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,326,267

Fundraising Expenses $0

Other Expenses $1,532,954

TOTAL EXPENSES $2,859,221

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,219,544	$3,030,155	+0.1%
Expenses	$2,859,221	$2,678,355	+0.1%
Net Income	$360,323	$351,800	+0.0%

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

$273,676

Total Directors

$273,676

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL CARDUS	EXEC. OFFICER	40.00	Officer Director	$273,676	$0	$273,676
JIM HAMILTON	President	0.00	Director	$0	$0	$0
BRETT CAVINESS	PAST PRESIDENT	0.00	Director	$0	$0	$0
JEFF BELL	Treasurer	0.00	Director	$0	$0	$0
JOANNE FRASER	REGION 9 CHAIR	0.00	Director	$0	$0	$0
EILEEN GIORGI	PRESIDENT-ELECT	0.00	Director	$0	$0	$0
JASMINE LEE	DISTRICT CHAIR	0.00	Director	$0	$0	$0
TRACEY MCNEELY	DISTRICT CHAIR	0.00	Director	$0	$0	$0
TAMMIE PETERS	DISTRICT CHAIR	0.00	Director	$0	$0	$0
STACEY WOODS	DISTRICT CHAIR	0.00	Director	$0	$0	$0
ELIZABETH DOYLE	Director	0.00	Director	$0	$0	$0
SUNITA MERCHIA	Director	0.00	Director	$0	$0	$0
SUZANNE YOST	Director	0.00	Director	$0	$0	$0
DENISE WELSH	NAR DIRECTOR	0.00	Director	$0	$0	$0
PATRICIA ROBINSON	DISTRICT CHAIR	0.00	Director	$0	$0	$0
ALAN BARBIC	Director	0.00	Director	$0	$0	$0
JIMMY KANG	Director	0.00	Director	$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	$3,219,544	$2,859,221	$19,916,656	$360,323
2022	$3,030,155	$2,678,355	$18,196,645	$351,800
2021	$3,403,828	$2,656,250	$18,111,040	$747,578
2020	$2,797,722	$2,855,757	$17,333,154	$-58,035
2019	$2,890,958	$3,135,354	$17,885,581	$-244,396
2018	$2,854,050	$2,752,983	$20,020,806	$101,067

SILICON VALLEY ASSOCIATION OF REALTORS