WEST HAWAII ASSOCIATION OF REALTORS (EIN 990148021) - 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

TAYLOR RODAMER

Phone

8083294874

Tax Period

2023-01-01 to 2023-12-31

WEST HAWAII ASSOCIATION OF REALTORS, founded in 1974, is a small nonprofit that reported $447K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

REALTOR ASSOCIATION REPRESENTING THE WESTERN HALF OF THE ISLAND OF HAWAII.

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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 $3,200

Program Service Revenue $426,053

Investment Income $88

Other Revenue $18,097

TOTAL REVENUE $447,438

Expense Breakdown

Grants Paid $19,633

Salaries & Benefits $186,943

Fundraising Expenses $15,282

Program Expenses $361,389

Other Expenses $246,916

TOTAL EXPENSES $453,492

Year-over-Year Comparison

	2023	2022	Change
Revenue	$447,438	$481,169	-0.1%
Expenses	$453,492	$443,261	+0.0%
Net Income	$-6,054	$37,908	-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

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

$106,576

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN MORELAND	PRESIDENT	5.00	Officer Director	$0	$0	$0
LINDA SWANSON	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
BLAKE KESSNER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LANCE OWENS	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
RENE KRAFT	TREASURER	1.00	Officer Director	$0	$0	$0
TREY LIVINGSTON	TREASURER-ELECT	1.00	Officer Director	$0	$0	$0
DYLAN NONAKA	SECRETARY	1.00	Officer Director	$0	$0	$0
GARRETT GRESHAM	DIRECTOR	1.00	Director	$0	$0	$0
ERIC ZIEMELIS	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR RODAMER	ASSOCIATION EXECUTIVE	45.00	Officer	$94,789	$11,787	$106,576

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	$447,438	$453,492	$753,596	$-6,054
2022	$481,169	$443,261	$720,025	$37,908
2021	$430,080	$351,532	$621,430	$78,548
2020	$414,130	$297,048	$515,795	$117,082
2019	$383,343	$391,700	$405,330	$-8,357
2018	$393,571	$329,419	$389,285	$64,152

WEST HAWAII ASSOCIATION OF REALTORS