Civic Intelligence

New Haven Middlesex Association Of

990 • Fiscal year 2018 • EIN 47-1130802

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.NHMREALTORS.COM
2730 Boston Post RoadGuilford, CT 06437

(203) 234-7700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.51x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

1.11x

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

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Net Margin

68th percentile

8.5%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

66th percentile

$186,487

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Asset Growth

97th percentile

79%

Faster asset growth than 97% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

4.0%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$2,802,155

Up $1,233,011 (+79%) from 2017

Net Assets

Up

$1,371,196

Up $8,348 (+0.6%) from 2017

Liabilities

Up

$1,430,959

Up $1,224,663 (+594%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin68th percentile

Revenue

Up

$1,294,475

Up $50,098 (+4.0%) from 2017

Expenses

Down

$1,184,102

Down $24,134 (-2.0%) from 2017

Net Income

Up

$110,373

Up $74,232 (+205%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $1,360,154Liabilities 2015: $46,904Net Assets 2015: $1,313,2502015Assets 2016: $2,240,573Liabilities 2016: $1,190Net Assets 2016: $2,239,3832016Assets 2017: $1,569,144Liabilities 2017: $206,296Net Assets 2017: $1,362,8482017Assets 2018: $2,802,155Liabilities 2018: $1,430,959Net Assets 2018: $1,371,1962018Assets 2020: $3,295,082Liabilities 2020: $1,661,775Net Assets 2020: $1,633,3072020Assets 2021: $3,455,533Liabilities 2021: $1,697,694Net Assets 2021: $1,757,8392021Assets 2022: $3,312,618Liabilities 2022: $1,597,563Net Assets 2022: $1,715,0552022Assets 2023: $3,270,087Liabilities 2023: $1,541,552Net Assets 2023: $1,728,5352023Assets 2024: $3,172,460Liabilities 2024: $1,421,106Net Assets 2024: $1,751,3542024

Highlighted filing

2018

Assets$2,802,155
Liabilities$1,430,959
Net Assets$1,371,196
Open 2018 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2015: $1,315,765Expenses 2015: $1,156,285Net Income 2015: $159,4802015Revenue 2016: $1,183,588Expenses 2016: $1,220,561Net Income 2016: -$36,9732016Revenue 2017: $1,244,377Expenses 2017: $1,208,236Net Income 2017: $36,1412017Revenue 2018: $1,294,475Expenses 2018: $1,184,102Net Income 2018: $110,3732018Revenue 2020: $1,157,305Expenses 2020: $1,050,919Net Income 2020: $106,3862020Revenue 2021: $1,206,342Expenses 2021: $1,111,803Net Income 2021: $94,5392021Revenue 2022: $1,143,795Expenses 2022: $1,112,955Net Income 2022: $30,8402022Revenue 2023: $1,103,257Expenses 2023: $1,173,195Net Income 2023: -$69,9382023Revenue 2024: $1,079,616Expenses 2024: $1,176,276Net Income 2024: -$96,6602024

Highlighted filing

2018

Revenue$1,294,475
Expenses$1,184,102
Net Income$110,373
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$1,294,475
Mission and Program Overview

Mission

The organization is a membership association dedicated to providing services to members so they can better serve clients and customers. The organization provides training for persons who enter the real estate or appraisal field as well as continuing education for licensed professionals. The organization also provides forms and supplies to its members.

The organization is a membership association which provides services to its members so they can better serve their clients and customers. They provide pre-licensing training for persons who enter the real estate or appraisal field and continuing education for licensed professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$433,929$755,983▲ $322,054
Investments Other Securities$382,621--
Cash and Non-Interest-Bearing Accounts$39,790$221,620▲ $181,830
Savings and Temporary Cash Investments$547,325$148,907▼ $398,418
Accounts Receivable$45,062$33,660▼ $11,402
Land, Buildings, and Equipment, Net$3,087$1,788▼ $1,299
Total Assets$1,569,144$2,802,155▲ $1,233,011
Other Assets Total$117,330$1,640,197▲ $1,522,867
Liabilities
Mortgage Notes Payable Secured by Investment Property-$1,085,311-
Accounts Payable and Accrued Expenses$84,091$224,978▲ $140,887
Deferred Revenue$122,205$120,670▼ $1,535
Total Liabilities$206,296$1,430,959▲ $1,224,663
Net Assets / Fund Balance
Unrestricted Net Assets$1,362,848$1,371,196▲ $8,348
Total Net Assets Fund Balance$1,362,848$1,371,196▲ $8,348
Total Liabilities and Net Assets / Fund Balance$1,569,144$2,802,155▲ $1,233,011

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,788$100,083$101,871
Other Assets Org$1,640,197--
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn CalvoCEOFT$168,528$17,959$186,487

Board Members and Trustees

NameTitle
Yolanda LowePresident
Tom ClancyVice President
Alan StewartDirector
David GallittoDirector
David MelilloDirector
Doug BlackwoodDirector
Jed BackusDirector
Joel GrossmanDirector
Kelly McguinnessDirector
Lorrie MaioranoDirector
Michael BarbaroDirector
Michael RichetelliDirector
Nicholle MckiernanDirector
Pamela BeaudoinDirector
Stephanie DavisDirector
Steve MillerDirector
Tom BanischDirector
Tom VanacoreDirector
Nanette PastoreTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Shore Building Contractors LccConstruction Contractor27 TWILIGHT DRIVE, Madison, CT 06437$538,325
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,244,529
Investment Income
$49,946
Other Revenue
$0
Change in Net Assets
$110,373
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$599,443
Salaries, Compensation, and Employee Benefits$580,659
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$315,469
Current Officers, Directors, Trustees, and Key Employees---$186,487
Occupancy---$147,037
Fees for Services Other---$125,642
All Other Expenses---$53,727
Payroll Taxes---$40,832
Fees for Services Accounting---$40,333
Other Expenses---$32,653
Other Employee Benefits---$30,887
Office Expenses---$9,495
Pension Plan Contributions---$6,984
Fees for Service Investment Mgmnt Fees---$6,811
Fees for Services Legal---$6,248
Grants to Domestic Individuals---$4,000
Insurance---$3,888
Depreciation Depletion---$1,299
Total Functional Expenses$0$0$0$1,184,102
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization is a non stock association with members.”

Form 990, Part VI, Section A, Line 7A

“The members have the power to elect one or more members to the board of directors.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is given to the board for their review prior to submission to the irs”

Form 990, Part VI, Section B, Line 15A

“Compensation is determined by industry standards”

Form 990, Part VI, Section C, Line 19

“All documents are available for public inspection upon request”

Filing and Contact Details

Filer

Filer Name
New Haven Middlesex Association of
EIN
47-1130802
Phone
2032347700
Address
2730 BOSTON POST ROAD, GUILFORD, CT 06437

Signing Officer

Name
Dawn Calvo
Title
CEO
Phone
2032347700
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Calvo
Formed
2014
Legal Domicile
Ct
Voting Board Members
20
Independent Board Members
19
Employees
8
Volunteers
0

Preparer

Firm
Beers Hamerman Cohen & Burger Pc
Address
234 CHURCH STREET, NEW HAVEN, CT 06510
Preparer
Anthony F Santore
Phone
2037876527
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“EDUCATION 125,642.”

Raw XML AppendixShowing 400 of 472 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt084091
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0224978
IRS990/AccountsReceivableGrp/BOYAmt045062
IRS990/AccountsReceivableGrp/EOYAmt033660
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION IS A MEMBERSHIP ASSOCIATION WHICH PROVIDES SERVICES TO ITS MEMBERS SO THEY CAN BETTER SERVE THEIR CLIENTS AND CUSTOMERS. THEY PROVIDE PRE-LICENSING TRAINING FOR PERSONS WHO ENTER THE REAL ESTATE OR APPRAISAL FIELD AND CONTINUING EDUCATION FOR LICENSED PROFESSIONALS.
IRS990/AllOtherExpensesGrp/TotalAmt053727
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum02032347700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02730 BOSTON POST ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0GUILFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006437
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt039790
IRS990/CashNonInterestBearingGrp/EOYAmt0221620
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0186487
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0538325
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt027 TWILIGHT DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MADISON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd006437
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SHORE BUILDING CONTRACTORS LCC
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION CONTRACTOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt04000
IRS990/CYInvestmentIncomeAmt049946
IRS990/CYOtherExpensesAmt0599443
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01244529
IRS990/CYRevenuesLessExpensesAmt0110373
IRS990/CYSalariesCompEmpBnftPaidAmt0580659
IRS990/CYTotalExpensesAmt01184102
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01294475
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0122205
IRS990/DeferredRevenueGrp/EOYAmt0120670
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt01299
IRS990/Desc0WE PROVIDED EDUCATION TO REALTORS IN ETHICS AND PROFESSIONAL TRAINING. WE PROVIDED LEGISLATIVE AND INDUSTRY UPDATES DURING OUR MEETING EVENTS. WE ALSO HELPED MEMBERS OF THE PUBLIC OBTAIN A REAL ESTATE LICENSE IN CONNECTICUT.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0978873
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt040333
IRS990/FeesForServicesLegalGrp/TotalAmt06248
IRS990/FeesForServicesOtherGrp/TotalAmt0125642
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06811
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt217959
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/PersonNm0YOLANDA LOWE
IRS990/Form990PartVIISectionAGrp/PersonNm1JOEL GROSSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2DAWN CALVO
IRS990/Form990PartVIISectionAGrp/PersonNm3NANETTE PASTORE
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID GALLITTO
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL BARBARO
IRS990/Form990PartVIISectionAGrp/PersonNm6KELLY MCGUINNESS
IRS990/Form990PartVIISectionAGrp/PersonNm7STEPHANIE DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm8TOM CLANCY
IRS990/Form990PartVIISectionAGrp/PersonNm9JED BACKUS
IRS990/Form990PartVIISectionAGrp/PersonNm10DOUG BLACKWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm11ALAN STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm12TOM BANISCH
IRS990/Form990PartVIISectionAGrp/PersonNm13TOM VANACORE
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVID MELILLO
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL RICHETELLI
IRS990/Form990PartVIISectionAGrp/PersonNm16STEVE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm17PAMELA BEAUDOIN
IRS990/Form990PartVIISectionAGrp/PersonNm18LORRIE MAIORANO
IRS990/Form990PartVIISectionAGrp/PersonNm19NICHOLLE MCKIERNAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2168528
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
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/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt04000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt04000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01294475
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt03888
IRS990/InvestmentIncomeGrp/ExclusionAmt049946
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt049946
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0382621
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0433929
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0755983
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0100083
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03087
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01788
IRS990/LandBldgEquipCostOrOtherBssAmt0101871
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION IS A MEMBERSHIP ASSOCIATION DEDICATED TO PROVIDING SERVICES TO MEMBERS SO THEY CAN BETTER SERVE CLIENTS AND CUSTOMERS. THE ORGANIZATION PROVIDES TRAINING FOR PERSONS WHO ENTER THE REAL ESTATE OR APPRAISAL FIELD AS WELL AS CONTINUING EDUCATION FOR LICENSED PROFESSIONALS. THE ORGANIZATION ALSO PROVIDES FORMS AND SUPPLIES TO ITS MEMBERS AS WELL AS THE PUBLICATION AND FREE DISTRIBUTION OF A BIWEEKLY ADVERTISING MAGAZINE THAT IS DISTRIBUTED TO THE PUBLIC FREE OF CHARGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01085311
IRS990/NetAssetsOrFundBalancesBOYAmt01362848
IRS990/NetAssetsOrFundBalancesEOYAmt01371196
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-102025
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0147037
IRS990/OfficeExpensesGrp/TotalAmt09495
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0117330
IRS990/OtherAssetsTotalGrp/EOYAmt01640197
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030887
IRS990/OtherExpensesGrp/Desc0MEETINGS
IRS990/OtherExpensesGrp/Desc1LOCKBOX
IRS990/OtherExpensesGrp/Desc2BROWSER
IRS990/OtherExpensesGrp/Desc3LEADERSHIP
IRS990/OtherExpensesGrp/TotalAmt073920
IRS990/OtherExpensesGrp/TotalAmt155246
IRS990/OtherExpensesGrp/TotalAmt243144
IRS990/OtherExpensesGrp/TotalAmt332653
IRS990/OtherSalariesAndWagesGrp/TotalAmt0315469
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt040832
IRS990/PensionPlanContributionsGrp/TotalAmt06984
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAWN CALVO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/BusinessCd3531390
IRS990/ProgramServiceRevenueGrp/BusinessCd4531390
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DUES
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATIONAL COURSES
IRS990/ProgramServiceRevenueGrp/Desc2SERVICE CENTER INCOME
IRS990/ProgramServiceRevenueGrp/Desc3KEY CARD/LOCKBOX
IRS990/ProgramServiceRevenueGrp/Desc4OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0606005
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1177604
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2171464
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt373047
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt462589
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0606005
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1177604
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2171464
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt373047
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt462589
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt05000
IRS990/PYInvestmentIncomeAmt058002
IRS990/PYOtherExpensesAmt0617833
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01186375
IRS990/PYRevenuesLessExpensesAmt036141
IRS990/PYSalariesCompEmpBnftPaidAmt0585403
IRS990/PYTotalExpensesAmt01208236
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01244377
IRS990/ReconcilationRevenueExpnssAmt0110373
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01244529
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0547325
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0148907
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01788
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0100083
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0101871
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01640197
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PROJECT UNDER DEVELOPMENT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01788
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01640197
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0168528
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt05250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt012709
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAWN CALVO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0186487
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NON STOCK ASSOCIATION WITH MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS HAVE THE POWER TO ELECT ONE OR MORE MEMBERS TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS GIVEN TO THE BOARD FOR THEIR REVIEW PRIOR TO SUBMISSION TO THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS DETERMINED BY INDUSTRY STANDARDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EDUCATION 125,642.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01569144
IRS990/TotalAssetsEOYAmt02802155
IRS990/TotalAssetsGrp/BOYAmt01569144
IRS990/TotalAssetsGrp/EOYAmt02802155
IRS990/TotalCompGreaterThan150KInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,802,155
Liabilities
$1,430,959
Net assets
$1,371,196
Revenue
$1,294,475
Expenses
$1,184,102
Net income
$110,373
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$1.42$1.75$1.08$1.18$0.10
2023Summary only. Only limited summary data is available for this year.$3.27$1.54$1.73$1.10$1.17$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$1.60$1.72$1.14$1.11$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$1.70$1.76$1.21$1.11$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$1.66$1.63$1.16$1.05$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.80$1.43$1.37$1.29$1.18$0.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.21$1.36$1.24$1.21$0.04
2016Summary only. Only limited summary data is available for this year.$2.24$0.00$2.24$1.18$1.22$0.04
2015Summary only. Only limited summary data is available for this year.$1.36$0.05$1.31$1.32$1.16$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)6 • $1M-$5M nonprofits