SAN MATEO COUNTY ASSOCIATION OF RE… - 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

1995

Legal Domicile

Principal Officer

ALANE GILBRECH

Phone

6506968200

Tax Period

2023-01-01 to 2023-12-31

SAN MATEO COUNTY ASSOCIATION OF REALTORS INC, founded in 1995, is a community nonprofit in the Community Improvement sector that reported $1.9M in total revenue in fiscal year 2023. Expenses of $1.7M left a modest 13% surplus.

Mission

SAMCAR IS A TRADE ASSOCIATION ORGANIZED TO ENSURE PROFESSIONALISM, PROTECT PROPERTY RIGHTS, PROMOTE THE OWNERSHIP OF REAL PROPERTY, AND HELP MEMBERS ACHIEVE SUCCESS.

Program Service Accomplishments

Program 1

Expenses: $1,222,068 Revenue: $1,809,353

ASSISTANCE AND RESPONSES TO INQUIRIES, PROBLEMS, ETC. OF THE PUBLIC (BOTH PRIVATE AND BUSINESS) AND PARTICIPANTS IN THE REAL ESTATE RELATED OCCUPATIONS (BOTH MEMBERS AND NON-MEMBERS).WEEKLY...

ASSISTANCE AND RESPONSES TO INQUIRIES, PROBLEMS, ETC. OF THE PUBLIC (BOTH PRIVATE AND BUSINESS) AND PARTICIPANTS IN THE REAL ESTATE RELATED OCCUPATIONS (BOTH MEMBERS AND NON-MEMBERS).WEEKLY NEWSLETTER IS EMAILED TO OUR MEMBERS TO PROVIDE CURRENT INFORMATION REGARDING LEGAL ISSUES, DISCLOSURES, ETHICS, FUNCTIONS, EDUCATIONAL CLASSES ETC. OUR WEBSITE INFORMS OUR MEMBERS QUICKLY OF IMPORTANT MATTERS LEGAL AND OTHERWISE THAT AFFECT THEIR BUSINESS.PRESS RELEASES REGARDING MATTERS OF GENERAL INTEREST TO THE PUBLIC INVOLVING NEW LAWS, ETC.EDUCATIONAL PROGRAMS FOR MEMBERS AND NON-MEMBER INDUSTRY PARTICIPANTS AS WELL AS THE PUBLIC TO PROMOTE GROWTH IN KNOWLEDGE, ABILITY AND PROFESSIONALISM SO THAT INDUSTRY PROFESSIONALS CAN PROPERLY SERVE THE PUBLIC.

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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 $1,809,353

Investment Income $95,931

Other Revenue $24,188

TOTAL REVENUE $1,929,472

Expense Breakdown

Grants Paid $0

Salaries & Benefits $828,307

Fundraising Expenses $0

Program Expenses $1,222,068

Other Expenses $847,587

TOTAL EXPENSES $1,675,894

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,929,472	$1,931,956	0.0%
Expenses	$1,675,894	$1,638,966	+0.0%
Net Income	$253,578	$292,990	-0.1%

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

$157,269

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARLA PEREGO	PRESIDENT	1.00	Officer Director	$0	$0	$0
JESSICA EVA	REGION 25 CHAIR	1.00	Officer Director	$0	$0	$0
MOISES PELAYO	PRESIDENT - ELECT	1.00	Officer Director	$0	$0	$0
DIANE VIVIANI	TREASURER	1.00	Officer Director	$0	$0	$0
LINDA CROSE-ANDERSEN	DIRECTOR	1.00	Officer Director	$0	$0	$0
JEFFREY LAMONT	DIRECTOR	1.00	Officer Director	$0	$0	$0
ANITA MAXWELL	DIRECTOR	1.00	Officer Director	$0	$0	$0
PATRICK SULLIVAN	DIRECTOR	2.00	Officer Director	$0	$0	$0
JUDY TAYLOR	DIRECTOR	1.00	Officer Director	$0	$0	$0
FRANK VELLA	DIRECTOR	1.00	Officer Director	$0	$0	$0
MICHAEL VERDONE	TREASURER	1.00	Officer Director	$0	$0	$0
DIANE WILSON	DIRECTOR	1.00	Officer Director	$0	$0	$0
MARIANNE ZANONE RUSH	DIRECTOR	1.00	Officer Director	$0	$0	$0
DEBORAH MIRAMONTES	ACCOUNTING MANAGER	40.00	Highest	$115,899	$0	$115,899
FERNANDO PENA	GOV AFFAIRS DIRECTOR	40.00	Highest	$108,967	$0	$108,967
ALANE GILBRECH	EXECUTIVE OFFICER	40.00	Key Emp	$157,269	$0	$157,269

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	$1,929,472	$1,675,894	$4,022,857	$253,578
2022	$1,931,956	$1,638,966	$3,686,483	$292,990
2021	$1,862,245	$1,461,057	$3,509,078	$401,188
2020	$1,727,505	$1,418,219	$3,025,186	$309,286
2019	$2,181,374	$1,611,531	$2,825,856	$569,843
2018	$1,910,760	$1,617,459	$2,298,703	$293,301

SAN MATEO COUNTY ASSOCIATION OF REALTORS INC