SANTA BARBARA ASSOCIATION OF REALTORS (EIN 951634717) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1908

Legal Domicile

Principal Officer

BRIAN JOHNSON

Phone

8059633787

Tax Period

2023-01-01 to 2023-12-31

SANTA BARBARA ASSOCIATION OF REALTORS, founded in 1908, is a small nonprofit that reported $512K in total revenue in fiscal year 2023.

Mission

UNITE THOSE ENGAGED IN THE REAL ESTATE PROFESSION IN THE SANTA BARBARA AREA FOR THE PURPOSE OF EXERTING BENEFICIAL INFLUENCE UPON THE PROFESSION AND RELATED INTERESTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $410,897

Investment Income $9,825

Other Revenue $91,063

TOTAL REVENUE $511,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $325,745

Fundraising Expenses $0

Other Expenses $220,054

TOTAL EXPENSES $545,799

Year-over-Year Comparison

	2023	2022	Change
Revenue	$511,785	$536,418	0.0%
Expenses	$545,799	$495,785	+0.1%
Net Income	$-34,014	$40,633	-1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD SHEA	PRESIDENT	3.00	Officer Director	$0	$0	$0
MICHELE AILYN	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
MARCELLA SIMMONS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SUMMER KNIGHT	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT WALSMITH JR	IMMED. PAST PRESIDENT	2.00	Director	$0	$0	$0
JENNIFER BERGER	DIRECTOR	1.00	Director	$0	$0	$0
JENA HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN MACFARLANE	DIRECTOR	1.00	Director	$0	$0	$0
TYLER MEARCE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICE SERRANI	DIRECTOR	1.00	Director	$0	$0	$0
GAY MILLIGIN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF OLEN	DIRECTOR	1.00	Director	$0	$0	$0
JEAN SEDAR	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LE MERT	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN JOHNSON	EXECUTIVE OFFICER	12.00	Highest	$145,061	$8,336	$153,397
MARY CANTELLO	CHIEF OPERATING OFFICER	12.00	Highest	$171,923	$1,719	$173,642
KRISTA GENEVA PLEISER	CHIEF GOVERNMENT RELATIONS OFFICER	12.00	Highest	$128,811	$12,881	$141,692
ANDRIA MARIE POLLACK	MLS DIRECTOR	12.00	Highest	$120,837	$6,422	$127,259

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	$511,785	$545,799	$1,180,682	$-34,014
2022	$536,418	$495,785	$1,400,728	$40,633
2021	$487,016	$480,774	$1,495,634	$6,242
2020	$461,327	$402,600	$1,257,417	$58,727
2019	$505,961	$480,492	$1,118,552	$25,469
2018	$483,962	$474,746	$1,120,259	$9,216

SANTA BARBARA ASSOCIATION OF REALTORS