Civic Intelligence

Ozaukee Realtors Associationinc

EIN 39-1240428 • 501(c)6 • Grafton, WI

Profile

Provide education to association members.

2360 Dakota DrGrafton, WI 53024

www.ozaukeera.com

Siviq Scores

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

Liabilities / Assets

76th percentile

0.27x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

0.77x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

55th percentile

5.4%

Higher net margin than 55% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$73,405

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 33.0% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

43rd percentile

1.6%

Faster asset growth than 43% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-25%

Faster revenue growth than 7% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$643,658

Up $10,065 (+1.6%) from 2023

Liabilities

Down

$172,240

Down $5,394 (-3.0%) from 2023

Net Assets

Up

$471,418

Up $15,459 (+3.4%) from 2023

Revenue

Down

$222,401

Down $74,227 (-25%) from 2023

Expenses

Up

$210,409

Up $20,607 (+11%) from 2023

Net Income

Down

$11,992

Down $94,834 (-89%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $86,965Liabilities 2011: $19,7722011Assets 2012: $53,162Liabilities 2012: $3,9712012Assets 2013: $51,623Liabilities 2013: $2,7652013Assets 2014: $77,657Liabilities 2014: $20,619Net Assets 2014: $57,0382014Assets 2015: $42,013Liabilities 2015: $2,956Net Assets 2015: $39,0572015Assets 2016: $56,163Liabilities 2016: $2,668Net Assets 2016: $53,4952016Assets 2017: $78,114Liabilities 2017: $3,172Net Assets 2017: $74,9422017Assets 2018: $98,924Liabilities 2018: $2,586Net Assets 2018: $96,3382018Assets 2019: $144,327Liabilities 2019: $6,4612019Assets 2020: $252,194Liabilities 2020: $99,438Net Assets 2020: $152,7562020Assets 2021: $283,577Liabilities 2021: $122,769Net Assets 2021: $160,8082021Assets 2022: $520,371Liabilities 2022: $178,575Net Assets 2022: $341,7962022Assets 2023: $633,593Liabilities 2023: $177,634Net Assets 2023: $455,9592023Assets 2024: $643,658Liabilities 2024: $172,240Net Assets 2024: $471,4182024

Highlighted filing

2024

Assets$643,658
Liabilities$172,240
Net Assets$471,418

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $55,168Expenses 2011: $67,460Net Income 2011: -$12,2922011Revenue 2012: $45,120Expenses 2012: $63,122Net Income 2012: -$18,0022012Revenue 2013: $55,801Expenses 2013: $56,134Net Income 2013: -$3332013Revenue 2014: $69,637Expenses 2014: $61,457Net Income 2014: $8,1802014Revenue 2015: $51,183Expenses 2015: $69,164Net Income 2015: -$17,9812015Revenue 2016: $73,431Expenses 2016: $58,993Net Income 2016: $14,4382016Revenue 2017: $82,212Expenses 2017: $60,765Net Income 2017: $21,4472017Revenue 2018: $82,250Expenses 2018: $60,854Net Income 2018: $21,3962018Revenue 2019: $133,997Expenses 2019: $92,469Net Income 2019: $41,5282019Revenue 2020: $2,414Expenses 2020: $19,921Net Income 2020: -$17,5072020Revenue 2021: $125,596Expenses 2021: $117,544Net Income 2021: $8,0522021Revenue 2022: $135,854Expenses 2022: $170,861Net Income 2022: -$35,0072022Revenue 2023: $296,628Expenses 2023: $189,802Net Income 2023: $106,8262023Revenue 2024: $222,401Expenses 2024: $210,409Net Income 2024: $11,9922024

Highlighted filing

2024

Revenue$222,401
Expenses$210,409
Net Income$11,992

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.44$1.72$4.71$2.22$2.10$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$1.78$4.56$2.97$1.90$1.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$1.79$3.42$1.36$1.71$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$1.23$1.61$1.26$1.18$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.99$1.53$0.02$0.20$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.06$1.34$0.92$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.03$0.96$0.82$0.61$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.03$0.75$0.82$0.61$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.53$0.73$0.59$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.03$0.39$0.51$0.69$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.21$0.57$0.70$0.61$0.08
2013Summary only. Only limited summary data is available for this year.$0.52$0.03$0.56$0.56$0.00
2012Summary only. Only limited summary data is available for this year.$0.53$0.04$0.45$0.63$0.18
2011Summary only. Only limited summary data is available for this year.$0.87$0.20$0.55$0.67$0.12
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Gross Receipts
$137,881
Mission and Program Overview

Mission

Provide edication to association members

Provide real estate related materials, education and activities for members and provide support to affiliated organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$125,615$238,745▲ $113,130
Investments in Publicly Traded Securities-$136,147-
Land, Buildings, and Equipment, Net$3,834$41,716▲ $37,882
Cash and Non-Interest-Bearing Accounts$149,768$12,291▼ $137,477
Accounts Receivable$2,320--
Inventories for Sale or Use$2,040$1,467▼ $573
Prepaid Expenses and Deferred Charges$0--
Total Assets$283,577$520,371▲ $236,794
Other Assets Total$0$90,005▲ $90,005
Liabilities
Deferred Revenue$99,780$165,671▲ $65,891
Accounts Payable and Accrued Expenses$22,989$12,904▼ $10,085
Total Liabilities$122,769$178,575▲ $55,806
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$160,808$341,796▲ $180,988
Total Net Assets Fund Balance$160,808$341,796▲ $180,988
Total Liabilities and Net Assets / Fund Balance$283,577$520,371▲ $236,794

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$38,772$8,596$47,368
Equipment$2,944$3,458$6,402
Other Assets Org$20,005--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin HickeyExecutive DirectorPT$61,043$1,854$62,897

Board Members and Trustees

NameTitle
Dana KeeganPresident
Jared CottrellPresident Elect
Adam PoehlmanDirector
Amy SchmoldtDirector
Barbara GishDirector
Barbara LukensDirector
Bridgett NottestadDirector
Dan GehrkeDirector
Danielle BradfordDirector
Erik ThielDirector
Gina StupakDirector
Jana GruttnerDirector
Josh PierringerDirector
Matt ZipterDirector
Mike DidierDirector
Olivia BeardonDirector
Andy BretlRotated Off Board in 2022
Darlene EmmerRotated Off Board in 2022
Emily HollrithRotated Off Board in 2022
Erin KrenzRotated Off Board in 2022
Tracy PitchfordRotated Off Board in 2022
Michelle PriesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$131,815
Investment Income
$380
Other Revenue
$3,659
Change in Net Assets
$-35,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$93,152
Salaries, Compensation, and Employee Benefits$71,283
Grants and Similar Amounts Paid$6,426
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$48,834$12,209$0$61,043
Other Expenses$44,568$0$0$44,568
Office Expenses$19,154$0$0$19,154
Occupancy$6,253$6,819$0$13,072
Information Technology$8,336$0$0$8,336
Grants to Domestic Orgs$6,426--$6,426
Payroll Taxes$4,508$1,066$0$5,574
Travel$4,518$0$0$4,518
Other Salaries and Wages$2,812$0$0$2,812
Depreciation Depletion$1,911$0$0$1,911
Pension Plan Contributions$1,391$463$0$1,854
Insurance$0$840$0$840
Advertising$753$0$0$753
Total Functional Expenses$149,464$21,397$0$170,861
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,520
Fundraising Direct Expenses$501
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Lakeshore Realtors Association Inc
EIN
39-1240428
Phone
2623754730
Address
2360 DAKOTA DR, GRAFTON, WI 53024

Signing Officer

Name
Erin Hickey
Title
Executive Director
Phone
2623754730
Signed
2023-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Hickey
Formed
1972
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
2
Volunteers
22

Preparer

Firm
Krause & Associates SC
Address
1214 Bridge Street, Grafton, WI 53024
Preparer
David Krause
Phone
2623779988
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The executive director reviews with the executive committee prior to filing with the irs. The full board reviews the final copy of the 990 and attachments.

Pt VI, Line 6

The organization's members are realtors in the greater ozaukee and sheboygan county areas.

Pt VI, Line 19

Governing documents and 990 are available upon request during normal business hours.

Pt XI

Transfer of assets from sheboygan county board of realtors merger.

Raw XML AppendixShowing 400 of 493 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18ROTATED OFF BOARD IN 2022
IRS990/Form990PartVIISectionAGrp/TitleTxt19ROTATED OFF BOARD IN 2022
IRS990/Form990PartVIISectionAGrp/TitleTxt20ROTATED OFF BOARD IN 2022
IRS990/Form990PartVIISectionAGrp/TitleTxt21ROTATED OFF BOARD IN 2022
IRS990/Form990PartVIISectionAGrp/TitleTxt22ROTATED OFF BOARD IN 2022
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
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IRS990/FundraisingGrossIncomeAmt02520
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt06426
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06426
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06426
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0137881
IRS990/GrossSalesOfInventoryAmt0739
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/InformationTechnologyGrp/TotalAmt08336
IRS990/InsuranceGrp/FundraisingAmt00
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IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0840
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt01467
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0136147
IRS990/IRPDocumentCnt00
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IRS990/LandBldgEquipAccumDeprecAmt012054
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03834
IRS990/LandBldgEquipBasisNetGrp/EOYAmt041716
IRS990/LandBldgEquipCostOrOtherBssAmt053770
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
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IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt02427
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0PROVIDE EDUCATION TO ASSOCIATION MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt0160808
IRS990/NetAssetsOrFundBalancesEOYAmt0341796
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02019
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02019
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-787
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IRS990/NetUnrlzdGainsLossesInvstAmt01147
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IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06819
IRS990/OccupancyGrp/ProgramServicesAmt06253
IRS990/OccupancyGrp/TotalAmt013072
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt019154
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt090005
IRS990/OtherChangesInNetAssetsAmt0214848
IRS990/OtherExpensesGrp/Desc0SUPPLIES-LOCKBOX FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
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IRS990/OtherExpensesGrp/ProgramServicesAmt044568
IRS990/OtherExpensesGrp/TotalAmt044568
IRS990/OtherRevenueTotalAmt02427
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt02812
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
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IRS990/PayrollTaxesGrp/ProgramServicesAmt04508
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IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0463
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01391
IRS990/PensionPlanContributionsGrp/TotalAmt01854
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IRS990/PrincipalOfficerNm0ERIN HICKEY
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IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DUES
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION
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IRS990/PYInvestmentIncomeAmt0398
IRS990/PYOtherExpensesAmt073668
IRS990/PYOtherRevenueAmt01839
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IRS990/PYTotalRevenueAmt0125596
IRS990/ReconcilationRevenueExpnssAmt0-35007
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0238745
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt038772
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08596
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt047368
IRS990ScheduleD/EquipmentGrp/BookValueAmt02944
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03458
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06402
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt070000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt120005
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0GUGGENHEIM ANNUITY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OCEANVIEW ANNUITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt041716
IRS990ScheduleD/TotalBookValueOtherAssetsAmt090005
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS WITH THE EXECUTIVE COMMITTEE PRIOR TO FILING WITH THE IRS. THE FULL BOARD REVIEWS THE FINAL COPY OF THE 990 AND ATTACHMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S MEMBERS ARE REALTORS IN THE GREATER OZAUKEE AND SHEBOYGAN COUNTY AREAS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND 990 ARE AVAILABLE UPON REQUEST DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER OF ASSETS FROM SHEBOYGAN COUNTY BOARD OF REALTORS MERGER.

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