COMMERCIAL REAL ESTATE WOMEN-SAN FRANCISCO (EIN 942966988) - 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

1984

Legal Domicile

Principal Officer

ASHLEY BREAKFIELD

Phone

7858321808

Tax Period

2024-01-01 to 2024-12-31

COMMERCIAL REAL ESTATE WOMEN-SAN FRANCISCO, founded in 1984, is a small nonprofit that reported $333K in total revenue in fiscal year 2024. Expenses of $386K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO PROMOTE MEMBER'S SUCCESS THROUGH PROFESSIONAL AND BUSINESS DEVELOPMENT, EDUCATIONAL PROGRAMS AND INFORMATION EXCHANGE.

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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 $267,322

Program Service Revenue $40,719

Investment Income $24,787

Other Revenue $0

TOTAL REVENUE $332,828

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,142

Program Expenses $332,276

Other Expenses $386,402

TOTAL EXPENSES $386,402

Year-over-Year Comparison

	2024	2023	Change
Revenue	$332,828	$315,230	+0.1%
Expenses	$386,402	$309,575	+0.2%
Net Income	$-53,574	$5,655	-10.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY BREAKFIELD	PRESIDENT	2.00	Officer Director	$0	$0	$0
KRISTY DUTCH	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
SAMANTHA BEATTY	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
AMY BRADAC	DELEGATE	1.00	Director	$0	$0	$0
ANGIE SOMMER	CFO	2.00	Officer Director	$0	$0	$0
KATIE BOWMAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE DUMONT	DIRECTOR	1.00	Director	$0	$0	$0
LAURA ENGEN	DIRECTOR	1.00	Director	$0	$0	$0
SHEENA FITZPATRICK	DIRECTOR	1.00	Director	$0	$0	$0
SARAH MERGY	DIRECTOR	1.00	Director	$0	$0	$0
NOELE PENNINGTON	DIRECTOR	1.00	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	$332,828	$386,402	$616,565	$-53,574
2023	$315,230	$309,575	$662,621	$5,655
2022	$315,191	$312,079	$689,060	$3,112
2021	$394,840	$178,063	$668,050	$216,777
2020	$112,022	$171,135	$621,160	$-59,113
2019	$304,765	$264,828	$540,220	$39,937
2018	$279,764	$274,650	$422,703	$5,114

COMMERCIAL REAL ESTATE WOMEN-SAN FRANCISCO