CALIFORNIA ASSOCIATION OF REALTORS ISSUES MOBILIZATION POLITICAL ACTION COM (EIN 954167538) - 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

1979

Legal Domicile

Principal Officer

SUZI DUNKEL-SOTO

Phone

2137398200

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA ASSOCIATION OF REALTORS ISSUES MOBILIZATION POLITICAL ACTION COM, founded in 1979, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.8M, a strong 73% operating margin.

Mission

INFLUENCE STATE/LOCAL POLITICAL ISSUES ON BEHALF OF MEMBERS OF CALIFORNIA ASSOCIATION OF REALTORS

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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 $2,188,920

Program Service Revenue $0

Investment Income $249,753

Other Revenue $539

TOTAL REVENUE $2,439,212

Expense Breakdown

Grants Paid $273,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $379,062

TOTAL EXPENSES $652,562

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,439,212	$3,128,457	-0.2%
Expenses	$652,562	$11,873,116	-0.9%
Net Income	$1,786,650	$-8,744,659	-1.2%

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

$298,975

Total Directors

$10,150

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZI DUNKEL-SOTO	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
LINDA CLINTON	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
LEIGH RUTLEDGE	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$3,250
JEANNIE ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
SALVADOR ARMIJO	TRUSTEE	1.00	Director	$0	$0	$0
KATIE BEACOCK	TRUSTEE	1.00	Director	$0	$0	$0
ERIN BARRY	TRUSTEE	1.00	Director	$0	$0	$0
DOUG COVILL	TRUSTEE	1.00	Director	$0	$0	$0
ALISA CUNNINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
JOAN IRISH	TRUSTEE	1.00	Director	$0	$0	$0
CHERI KELLEY	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS MASON	TRUSTEE	1.00	Director	$0	$0	$0
ALICE MCCAIN	TRUSTEE	1.00	Director	$0	$0	$1,000
ROSEMARIE MCNAIR	TRUSTEE	1.00	Director	$0	$0	$0
RUTH MCNEVIN	TRUSTEE	1.00	Director	$0	$0	$0
STEVE MEDEIROS	TRUSTEE	1.00	Director	$0	$0	$0
JOLAINE MERRILL	TRUSTEE	1.00	Director	$0	$0	$0
CANDACE NOEL	TRUSTEE	1.00	Director	$0	$0	$0
RYAN OLE HASS	TRUSTEE	1.00	Director	$0	$0	$5,900
NORMA SCANTLIN	TRUSTEE	1.00	Director	$0	$0	$0
ANN THROCKMORTON	TRUSTEE	1.00	Director	$0	$0	$0
IQBAL BHOLAT	TREASURER	1.00	Officer	$0	$47,274	$295,725

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	$2,439,212	$652,562	$10,900,031	$1,786,650
2022	$3,128,457	$11,873,116	$9,084,622	$-8,744,659
2021	$3,149,065	$826,879	$17,865,434	$2,322,186
2020	$1,967,245	$2,267,487	$15,544,673	$-300,242
2019	$3,148,601	$2,157,448	$15,964,105	$991,153
2018	$20,351,638	$12,345,072	$14,997,271	$8,006,566

CALIFORNIA ASSOCIATION OF REALTORS ISSUES MOBILIZATION POLITICAL ACTION COM