ORANGE COUNTY REALTORS (EIN 952873622) - 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

1974

Legal Domicile

Principal Officer

NEIL D Stefanides

Phone

9495866800

Tax Period

2023-01-01 to 2023-12-31

ORANGE COUNTY REALTORS, founded in 1974, is a mid-sized nonprofit that reported $13.3M in total revenue in fiscal year 2023.

Mission

PROVIDE EDUCATIONAL AND SUPPORT SERVICES TO MEMBERS OF THE ASSOCIATION IN THE REAL ESTATE PROFESSION

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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 $54,400

Program Service Revenue $13,058,990

Investment Income $299,023

Other Revenue $-78,419

TOTAL REVENUE $13,333,994

Expense Breakdown

Grants Paid $10,500

Salaries & Benefits $4,666,673

Fundraising Expenses $0

Other Expenses $8,288,028

TOTAL EXPENSES $12,965,201

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,333,994	$12,535,574	+0.1%
Expenses	$12,965,201	$12,189,924	+0.1%
Net Income	$368,793	$345,650	+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

115

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

$957,912

Total Directors

$71,174

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID N STEFANIDES	CEO	50.0	Officer	$464,952	$32,241	$497,193
ELISABETH BARNDT	DIRECTOR OF OPERATIONS	50.0	Officer	$378,148	$43,923	$422,071
SANDRA LOPEZ	ASSOCIATION SERVICES DIRECTOR	50.0	Highest	$223,069	$28,831	$251,900
DIRISSY D DOAN	GOVERNMENT AFFAIRS DIRECTOR	40.0	Highest	$224,939	$26,432	$251,371
SABRINA BLAIR	DIRECTOR OF COMMUNICATIONS	40.0	Highest	$198,139	$23,857	$221,996
CITLALIC ROBLES	DIRECTOR OF PRO STANDARDS	40.0	Highest	$170,769	$22,523	$193,292
TIFFANY M GARDNER	DIRECTOR OF POLICY & RISK	40.0	Highest	$169,692	$20,226	$189,918
SCOTT WHITE	PRESIDENT	2.0	Officer Director	$17,833	$0	$17,833
JEFFREY JACKSON	PRESIDENT-ELECT	2.0	Officer Director	$10,905	$0	$10,905
EILEEN L OLDROYD	DIRECTOR	1.0	Director	$5,614	$0	$5,614
ERIN BARRY	DIRECTOR	1.0	Director	$5,512	$0	$5,512
CHANDY ANDRE	DIRECTOR	1.0	Director	$5,507	$0	$5,507
ADAM RODELL	IMMEDIATE PAST PRESIDENT	2.0	Officer Director	$5,189	$0	$5,189
PAMELA PEDEGO	DIRECTOR	1.0	Director	$4,911	$0	$4,911
CHARLEEN NAGATA NEWHOUSE	TREASURER	2.0	Officer Director	$4,721	$0	$4,721
ED MOLINA	DIRECTOR	1.0	Director	$4,021	$0	$4,021
MICHELE HARRINGTON	DIRECTOR	1.0	Director	$3,023	$0	$3,023
TONY FAULKNER	DIRECTOR	1.0	Director	$2,528	$0	$2,528
DANIELLE CORLISS	DIRECTOR	1.0	Director	$1,052	$0	$1,052
MATT CORTEZ	DIRECTOR	1.0	Director	$358	$0	$358
KEVIN BUDDE	DIRECTOR	1.0	Director	$0	$0	$0
LEN HERMAN	DIRECTOR	1.0	Director	$0	$0	$0
KEVIN KALTENBACH	DIRECTOR	1.0	Director	$0	$0	$0
PAUL LEPAGE	DIRECTOR	1.0	Director	$0	$0	$0
CHIP MCALLISTER	DIRECTOR	1.0	Director	$0	$0	$0
STEVE MINO	DIRECTOR	1.0	Director	$0	$0	$0
VINIL RAMACHANDRAN	DIRECTOR	1.0	Director	$0	$0	$0
MARY RAMPONE	DIRECTOR	1.0	Director	$0	$0	$0
LACY ROBERTSON	DIRECTOR	1.0	Director	$0	$0	$0
LISA SCHULZ	DIRECTOR	1.0	Director	$0	$0	$0
HEIDI STOOPS	DIRECTOR	1.0	Director	$0	$0	$0
LYNNE SUZANSKI	DIRECTOR	1.0	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	No data	No data	No data	No data
2023	$13,333,994	$12,965,201	$11,935,588	$368,793
2022	$12,535,574	$12,189,924	$11,326,615	$345,650
2021	$12,107,704	$10,830,343	$11,666,397	$1,277,361
2020	$10,524,757	$9,491,009	$10,151,916	$1,033,748
2019	$10,031,648	$9,533,226	$7,285,223	$498,422
2018	$9,662,093	$9,237,599	$6,606,299	$424,494

ORANGE COUNTY REALTORS