ORANGE COAST ASSOCIATION OF REALTORS INC (EIN 951692490) - 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

2023

Legal Domicile

Principal Officer

KIMBERLY FOREMAN

Phone

9497222300

Tax Period

2024-01-01 to 2024-12-31

ORANGE COAST ASSOCIATION OF REALTORS INC, founded in 2023, is a small nonprofit in the Community Improvement sector that reported $333K in total revenue in fiscal year 2024. Expenses of $422K exceeded revenue, resulting in a 27% operating deficit.

Mission

PROMOTING EXCELLENCE AMONG LOCAL REAL ESTATE PROFESSIONALS TO BETTER SERVE OUR 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 $244,859

Program Service Revenue $0

Investment Income $17,722

Other Revenue $70,114

TOTAL REVENUE $332,695

Expense Breakdown

Grants Paid $0

Salaries & Benefits $190,531

Fundraising Expenses $0

Other Expenses $231,887

TOTAL EXPENSES $422,418

Year-over-Year Comparison

	2024	2023	Change
Revenue	$332,695	N/A	N/A
Expenses	$422,418	N/A	N/A
Net Income	$-89,723	$0	N/A

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

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

$72,220

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY FOREMAN	CEO	18.00	Officer	$69,460	$2,760	$72,220
JOHN YASKO	PRESIDENT	1.00	Officer Director	$0	$0	$0
REUBEN GULLEDGE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KEVIN KUBIAK	TREASURER	1.00	Officer Director	$0	$0	$0
TODD BOUSMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
JAN LANGFORD	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MADDY	DIRECTOR	1.00	Director	$0	$0	$0
DYLAN MASON	DIRECTOR	1.00	Director	$0	$0	$0
KRISTA MCINTOSH	DIRECTOR	1.00	Director	$0	$0	$0
ROB NORQUIST	DIRECTOR	1.00	Director	$0	$0	$0
SUE PODANY	DIRECTOR	1.00	Director	$0	$0	$0
CARI YOUNG	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	$332,695	$422,418	$3,760,892	$-89,723
2023	No data	No data	$4,085,279	No data

ORANGE COAST ASSOCIATION OF REALTORS INC