TRI-COUNTIES ASSOCIATION OF REALTORS AND SUBSIDIARIES (EIN 952954002) - 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

1976

Legal Domicile

Principal Officer

ROBERT KIDD

Phone

7142455500

Tax Period

2024-01-01 to 2024-12-31

TRI-COUNTIES ASSOCIATION OF REALTORS AND SUBSIDIARIES, founded in 1976, is a community nonprofit in the Community Improvement sector that reported $2.6M in total revenue in fiscal year 2024.

Mission

Tri-Counties Association of Realtors (the "Association") is a California non-profit corporation that provides various services to members involved in the real estate industry in Southern California, such as education, promotion, public relations, sales of supplies, and multiple listing service. In addition, the Association owns real estate and leases office space to thrid parties.

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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 $4,450

Program Service Revenue $470,515

Investment Income $66,564

Other Revenue $2,082,878

TOTAL REVENUE $2,624,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $901,596

Fundraising Expenses $0

Program Expenses $1,834,321

Other Expenses $1,744,180

TOTAL EXPENSES $2,645,776

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,624,407	N/A	N/A
Expenses	$2,645,776	N/A	N/A
Net Income	$-21,369	N/A	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

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
SHARON BUTLER	President	1.00	Officer Director	$0	$0	$0
BEENA KHAKHRIA	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
MARY HARMAN	Secretary	1.00	Officer Director	$0	$0	$0
LINDA DISTEFANO	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JACQUI WILSON	Director	1.00	Director	$0	$0	$0
ED DEGNER	Director	1.00	Director	$0	$0	$0
JOSIE TAYLOR	Director	1.00	Director	$0	$0	$0
TONY LAM	Director	1.00	Director	$0	$0	$0
PETER ISKANDER	Director	1.00	Director	$0	$0	$0
EDMUND LIN	Director	1.00	Director	$0	$0	$0
ANDY HSIEH	Director	1.00	Director	$0	$0	$0
LAURA HALVERSON	Vice President	1.00	Officer Director	$0	$0	$0
TIM SHAW	GOV AFFAIRS DIR	1.00	Director	$0	$0	$0
JOHN GIARDINELLI	COUNSEL	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	$2,624,407	$2,645,776	$2,439,104	$-21,369

TRI-COUNTIES ASSOCIATION OF REALTORS AND SUBSIDIARIES