ASSOCIATION OF COMMERCIAL REAL ESTATE (EIN 942991321) - 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

1983

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION OF COMMERCIAL REAL ESTATE, founded in 1983, is a small nonprofit that reported $163K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $194K exceeded revenue, resulting in a 19% operating deficit.

Mission

THE ASSOCIATION OF COMMERICAL REAL ESTATE IS A NON-PROFIT PROFESSIONAL ASSOCIATION FORMED TO PROMOTE RELATIONSHIPS AND PROFESSIONALISM WITHIN THE SACRAMENTO COMMERICAL REAL ESTATE COMMUNITY.

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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 $26,965

Program Service Revenue $31,534

Investment Income $11,408

Other Revenue $92,771

TOTAL REVENUE $162,678

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $174,041

TOTAL EXPENSES $194,041

Year-over-Year Comparison

	2024	2023	Change
Revenue	$162,678	$183,168	-0.1%
Expenses	$194,041	$228,266	-0.1%
Net Income	$-31,363	$-45,098	-0.3%

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

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
AARON MARCHAND	Director	0.50	Director	$0	$0	$0
NELLIE CRUZ	Director	0.50	Director	$0	$0	$0
BERNARDO HUBBARD	Director	0.50	Director	$0	$0	$0
DANNY KAPIC	Director	0.50	Director	$0	$0	$0
JEFF KVARME	Director	0.50	Director	$0	$0	$0
SPENCER NIELSEN	Director	0.50	Director	$0	$0	$0
NICOLE SAYERS	Director	0.50	Director	$0	$0	$0
SIMON SHEPPARD	Director	0.50	Director	$0	$0	$0
COLE SWEATT	Director	0.50	Director	$0	$0	$0
JOEY SPEYER	Secretary	0.50	Director	$0	$0	$0
JOHN LANG	Director	0.50	Director	$0	$0	$0
KINDRA MERTENS	Director	0.50	Director	$0	$0	$0
KRISTI ROLAK	Director	0.50	Director	$0	$0	$0
MATT SARRO	Director	0.50	Director	$0	$0	$0
BRYAN MCKRELL	Director	0.50	Officer	$0	$0	$0
DAVID CREEGGAN	President	0.50	Officer	$0	$0	$0
JEN MATULICH	Treasurer	0.50	Officer	$0	$0	$0
KIM FOLLETT	PRESIDENT ELECT	0.50	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	$162,678	$194,041	$392,441	$-31,363
2023	$183,168	$228,266	$425,243	$-45,098
2022	$219,812	$206,622	$468,573	$13,190
2021	$92,185	$178,716	$455,383	$-86,531
2020	$219,865	$153,324	$541,914	$66,541
2019	$266,074	$203,052	$475,373	$63,022
2018	$253,194	$201,392	$412,351	$51,802

ASSOCIATION OF COMMERCIAL REAL ESTATE