Civic Intelligence

Real Estate Financial Executives Associa

EIN 23-7445800 • 501(c)6 • Lucas, TX

Profile

To provide executives and those serving the real estate financial community in the dallas/ft. Worth area with a networking and learning environment that is beneficial to our members, their firms and the real estate industry.

1601 Briardale DrLucas, TX 75002

www.refea.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

39th percentile

-4.8%

Higher net margin than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$21,745

Down $8,020 (-27%) from 2010

Liabilities

Flat

$0

Flat from 2010

Net Assets

Down

$21,745

Down $8,020 (-27%) from 2010

Operations
Liabilities / Revenue51st percentileNet Margin39th percentile

Revenue

Up

$54,466

Up $25,164 (+86%) from 2010

Expenses

Up

$57,099

Up $30,453 (+114%) from 2010

Net Income

Down

-$2,633

Down $5,289 (-199%) from 2010

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2010: $29,765Liabilities 2010: $0Net Assets 2010: $29,7652010Assets 2024: $21,745Liabilities 2024: $0Net Assets 2024: $21,7452024

Highlighted filing

2024

Assets$21,745
Liabilities$0
Net Assets$21,745
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2010: $29,302Expenses 2010: $26,646Net Income 2010: $2,6562010Revenue 2024: $54,466Expenses 2024: $57,099Net Income 2024: -$2,6332024

Highlighted filing

2024

Revenue$54,466
Expenses$57,099
Net Income-$2,633
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,745
Liabilities
$0
Net assets
$21,745
Revenue
$54,466
Expenses
$57,099
Net income
-$2,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$54.5$57.1$2.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.8$0.00$29.8$29.3$26.6$2.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 7, 2025
Return Version
2023v6.0
Gross Receipts
$77,242
Mission and Program Overview

Mission

To provide executives and those serving the real estate financial community in the dallas/ft. Worth area with a networking and learning environment that is beneficial to our members, their firms and the real estate industry.

Program Services

DescriptionGrantsExpenses
TO HOST NINE MONTHLY MEETINGS FEATURING KEYNOTE SPEAKERS AND TO RAISE FUNDS FOR SCOTTISH RITE HOSPITAL THROUGH AN ANNUAL CHARITY GOLF TOURNAMENT.$15,802$41,297
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AARON NEWQUISTPresident-$0--
CHRIS WONGVice President - Membership-$0--
JOE PETERSONVice President - Events/Golf Tourna-$0--
JULIANNA BROOKSVice President - Communications-$0--
JULIA MINNISVice President - Sponsorships-$0--
BRITTANY PAULTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$42,513$42,513$22,776$19,737
Total Events$42,513$42,513$22,776$19,737
Filing and Contact Details

Filer

Filer Name
Real Estate Financial Executives Associa
EIN
23-7445800
Phone
2145852008
Address
1601 BRIARDALE DR, LUCAS, TX 75002

Signing Officer

Name
Micheal B Carroll CPA
Title
CPA
Phone
9728844727
Signed
2025-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Bakc Llp
Address
15851 DALLAS PARKWAY SUITE 309, ADDISON, TX 75001
Preparer
Michael Carroll
Phone
9728844720
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: orthopedic services. Grantee name: scottish rite. Grantee address: 2222 welborn st dallas, tx 75219. Property description: cash. Date of gift: 12/21/23. Amount given: 15,802.”

Raw XML Appendix139 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRITTANY PAUL TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09723108854
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01601 BRIARDALE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUCAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075002
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021745
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AARON NEWQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOE PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIANNA BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIA MINNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRITTANY PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT - MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT - EVENTS/GOLF TOURNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT - COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT - SPONSORSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EXECUTIVES AND THOSE SERVING THE REAL ESTATE FINANCIAL COMMUNITY IN THE DALLAS/FT. WORTH AREA WITH A NETWORKING AND LEARNING ENVIRONMENT THAT IS BENEFICIAL TO OUR MEMBERS, THEIR FIRMS AND THE REAL ESTATE INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt01401
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt07800
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalRevenueAmt054466
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.REFEA.ORG
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022776
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042513
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042513
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022776
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022776
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS HOSTS A GOLF TOURNAMENT TO RAISE FUNDS FOR SCOTTISH RITE HOSPITAL
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE G, PART I, LINE 2B, COLUMN (V)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: ORTHOPEDIC SERVICES. GRANTEE NAME: SCOTTISH RITE. GRANTEE ADDRESS: 2222 WELBORN ST DALLAS, TX 75219. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/21/23. AMOUNT GIVEN: 15,802.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHEAL B CARROLL CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/PhoneNum09728844727
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REAL ESTATE FINANCIAL EXECUTIVES ASSOCIA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EXECUTIVES ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0REAL
ReturnHeader/Filer/EIN0237445800
ReturnHeader/Filer/PhoneNum02145852008
ReturnHeader/Filer/USAddress/AddressLine1Txt01601 BRIARDALE DR
ReturnHeader/Filer/USAddress/CityNm0LUCAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075002
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471745781
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015851 DALLAS PARKWAY SUITE 309
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ADDISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075001
ReturnHeader/PreparerPersonGrp/PhoneNum09728844720
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL CARROLL
ReturnHeader/ReturnTs02025-03-07T13:44:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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