SOUTHWEST RIVERSIDE COUNTY ASSOCIATION OF REALTORS (EIN 953293940) - 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

1977

Legal Domicile

Principal Officer

GEORGE D PEPPAS III

Phone

9518942571

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST RIVERSIDE COUNTY ASSOCIATION OF REALTORS, founded in 1977, is a community nonprofit in the Community Improvement sector that reported $3.9M in total revenue in fiscal year 2023.

Mission

WE SUPPORT THE PRESERVATION OF THE RIGHT TO OWN, TRANSFER AND USE REAL PROPERTY THROUGH LEGISLATIVE ADVOCACY AND COMMUNITY INVOLVEMENT, ALONG WITH ENHANCING THE ABILITY AND OPPORTUNITY OF OUR MEMBERS TO CONDUCT BUSINESS SUCCESSFULLY, ETHICALLY AND PROFESSIONALLY.

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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 $54,077

Program Service Revenue $845,969

Investment Income $11,783

Other Revenue $2,992,223

TOTAL REVENUE $3,904,052

Expense Breakdown

Grants Paid $28,420

Salaries & Benefits $1,371,692

Fundraising Expenses $0

Program Expenses $2,920,007

Other Expenses $2,483,303

TOTAL EXPENSES $3,883,415

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,904,052	$3,910,711	0.0%
Expenses	$3,883,415	$3,692,638	+0.1%
Net Income	$20,637	$218,073	-0.9%

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

102

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

$199,883

Total Directors

$199,883

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM A RUIZ	GAD	40.00	Officer Director	$133,808	$0	$133,808
CONNIE LYNCH	PAST CEO	40.00	Officer Director	$66,075	$0	$66,075
PAULINEWOELKY-HENKE	President	5.00	Officer Director	$0	$0	$0
MICHAEL PERFICUL	Vice President	5.00	Officer Director	$0	$0	$0
JENNA GARZA	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
DENYSE WILSON	CFO	5.00	Officer Director	$0	$0	$0
TERRY RYAN	Director	1.00	Director	$0	$0	$0
MICHELLE BEESON	Director	1.00	Director	$0	$0	$0
KIRK EFFINGER	Director	1.00	Director	$0	$0	$0
NORMAN KYRISS	Director	1.00	Director	$0	$0	$0
GEORGE WILLIAMS	Director	1.00	Director	$0	$0	$0
VIC CARRILLO	Director	1.00	Director	$0	$0	$0
FRANK GALANTE	Director	1.00	Director	$0	$0	$0
THERESA DICIOLLA	Director	1.00	Director	$0	$0	$0
IMELDA MANZO	Director	1.00	Director	$0	$0	$0
NIKKI ARANGO	Director	1.00	Director	$0	$0	$0
GEORGE D PEPPAS III	CEO	40.00	Officer 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	$3,904,052	$3,883,415	$3,901,275	$20,637
2022	$3,910,711	$3,692,638	$3,898,992	$218,073
2021	$3,815,004	$3,592,547	$3,882,386	$222,457
2020	$3,110,451	$3,108,469	$3,389,014	$1,982
2019	$3,269,233	$3,327,606	$3,385,012	$-58,373
2018	$3,273,560	$3,153,165	$3,388,656	$120,395

SOUTHWEST RIVERSIDE COUNTY ASSOCIATION OF REALTORS