Civic Intelligence

New Haven Middlesex Association Of

990 • Fiscal year 2020 • EIN 47-1130802

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

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

86th percentile

0.50x

Higher debt load relative to assets than 86% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

1.44x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Net Margin

61st percentile

9.2%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

72nd percentile

$212,596

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Asset Growth

59th percentile

8.4%

Faster asset growth than 59% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2020

Revenue Growth

57th percentile

-5.4%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2020

Assets

Up

$3,295,082

Up $492,927 (+18%) from 2018

Net Assets

Up

$1,633,307

Up $262,111 (+19%) from 2018

Liabilities

Up

$1,661,775

Up $230,816 (+16%) from 2018

Revenue

Down

$1,157,305

Down $137,170 (-11%) from 2018

Expenses

Down

$1,050,919

Down $133,183 (-11%) from 2018

Net Income

Down

$106,386

Down $3,987 (-3.6%) from 2018

Historical Trend

Balance Sheet Trend

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

2020

Assets$3,295,082
Liabilities$1,661,775
Net Assets$1,633,307

Operations Trend

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

2020

Revenue$1,157,305
Expenses$1,050,919
Net Income$106,386
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$1,157,305
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
Land, Buildings, and Equipment, Net$2,657,208$2,604,213▼ $52,995
Investments in Publicly Traded Securities$397,206$436,210▲ $39,004
Savings and Temporary Cash Investments$16,338$165,314▲ $148,976
Cash and Non-Interest-Bearing Accounts$24,059$49,726▲ $25,667
Accounts Receivable$30,061$38,258▲ $8,197
Prepaid Expenses and Deferred Charges$112$1,361▲ $1,249
Total Assets$3,124,984$3,295,082▲ $170,098
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,478,750$1,437,133▼ $41,617
Deferred Revenue$101,149$172,070▲ $70,921
Accounts Payable and Accrued Expenses$37,141$52,572▲ $15,431
Total Liabilities$1,617,040$1,661,775▲ $44,735
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,507,944$1,633,307▲ $125,363
Total Net Assets Fund Balance$1,507,944$1,633,307▲ $125,363
Total Liabilities and Net Assets / Fund Balance$3,124,984$3,295,082▲ $170,098

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,196,799$90,374$2,287,173
Land$332,500-$332,500
Equipment$74,914$21,928$96,842
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn CalvoCEOFT$195,096$17,500$212,596

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,133,553
Investment Income
$23,752
Other Revenue
$0
Change in Net Assets
$106,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$561,532
Other Expenses$484,387
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$267,333
Current Officers, Directors, Trustees, and Key Employees---$212,596
Fees for Services Other---$170,490
Depreciation Depletion---$67,995
Interest---$65,082
Occupancy---$47,929
Other Employee Benefits---$41,620
Payroll Taxes---$33,228
Other Expenses---$22,468
Insurance---$12,510
Pension Plan Contributions---$6,755
Office Expenses---$5,463
Grants to Domestic Individuals---$5,000
All Other Expenses---$4,468
Total Functional Expenses$0$0$0$1,050,919
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
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
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Calvo
Formed
2014
Legal Domicile
Ct
Voting Board Members
20
Independent Board Members
18
Employees
7
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

Education 123,001. Other professional 47,489.

Raw XML AppendixShowing 400 of 466 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/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt037141
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt052572
IRS990/AccountsReceivableGrp/BOYAmt030061
IRS990/AccountsReceivableGrp/EOYAmt038258
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
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/TotalAmt04468
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt024059
IRS990/CashNonInterestBearingGrp/EOYAmt049726
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0212596
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt05000
IRS990/CYInvestmentIncomeAmt023752
IRS990/CYOtherExpensesAmt0484387
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01133553
IRS990/CYRevenuesLessExpensesAmt0106386
IRS990/CYSalariesCompEmpBnftPaidAmt0561532
IRS990/CYTotalExpensesAmt01050919
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01157305
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0101149
IRS990/DeferredRevenueGrp/EOYAmt0172070
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt067995
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/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0820317
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt0170490
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/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt217500
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/PersonNm0JED BACKUS
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM CLANCY
IRS990/Form990PartVIISectionAGrp/PersonNm2DAWN CALVO
IRS990/Form990PartVIISectionAGrp/PersonNm3LORRIE MAIORANO
IRS990/Form990PartVIISectionAGrp/PersonNm4NICHOLLE MCKIERNAN
IRS990/Form990PartVIISectionAGrp/PersonNm5YOLANDA LOWE
IRS990/Form990PartVIISectionAGrp/PersonNm6KELLY MCGUINNESS
IRS990/Form990PartVIISectionAGrp/PersonNm7STEPHANIE PAUL
IRS990/Form990PartVIISectionAGrp/PersonNm8GENA RUOCCO-LOCKERY
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL BARBARO
IRS990/Form990PartVIISectionAGrp/PersonNm10DOUG BLACKWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm11ALAN STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID GALLITTO
IRS990/Form990PartVIISectionAGrp/PersonNm13TOM VANACORE
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVID MELILLO
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL RICHETELLI
IRS990/Form990PartVIISectionAGrp/PersonNm16STEVE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm17PAMELA BEAUDOIN
IRS990/Form990PartVIISectionAGrp/PersonNm18JOEL GROSSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19NIKKI TRAVAGLINO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2195096
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/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
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/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt05000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01157305
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt012510
IRS990/InterestGrp/TotalAmt065082
IRS990/InvestmentIncomeGrp/ExclusionAmt023752
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023752
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0397206
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0436210
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0112302
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02657208
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02604213
IRS990/LandBldgEquipCostOrOtherBssAmt02716515
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01478750
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01437133
IRS990/NetAssetsOrFundBalancesBOYAmt01507944
IRS990/NetAssetsOrFundBalancesEOYAmt01633307
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt018977
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01507944
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01633307
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt047929
IRS990/OfficeExpensesGrp/TotalAmt05463
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt041620
IRS990/OtherExpensesGrp/Desc0MISCELLAENOUS
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2MEETINGS
IRS990/OtherExpensesGrp/Desc3SERVICE SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt033921
IRS990/OtherExpensesGrp/TotalAmt128541
IRS990/OtherExpensesGrp/TotalAmt225520
IRS990/OtherExpensesGrp/TotalAmt322468
IRS990/OtherSalariesAndWagesGrp/TotalAmt0267333
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt033228
IRS990/PensionPlanContributionsGrp/TotalAmt06755
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0112
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01361
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/Desc2KEY CARD/LOCKBOX
IRS990/ProgramServiceRevenueGrp/Desc3OTHER
IRS990/ProgramServiceRevenueGrp/Desc4MEETINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0675215
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1247946
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt257396
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt356518
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt453353
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0675215
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1247946
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt257396
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt356518
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt453353
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt05000
IRS990/PYInvestmentIncomeAmt0109736
IRS990/PYOtherExpensesAmt0520459
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01070269
IRS990/PYRevenuesLessExpensesAmt0127787
IRS990/PYSalariesCompEmpBnftPaidAmt0526759
IRS990/PYTotalExpensesAmt01052218
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01180005
IRS990/ReconcilationRevenueExpnssAmt0106386
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01133553
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016338
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0165314
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02196799
IRS990ScheduleD/BuildingsGrp/DepreciationAmt090374
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02287173
IRS990ScheduleD/EquipmentGrp/BookValueAmt074914
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021928
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt096842
IRS990ScheduleD/LandGrp/BookValueAmt0332500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0332500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02604213
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0195096
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAWN CALVO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0212596
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 123,001. OTHER PROFESSIONAL 47,489.
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03124984
IRS990/TotalAssetsEOYAmt03295082
IRS990/TotalAssetsGrp/BOYAmt03124984
IRS990/TotalAssetsGrp/EOYAmt03295082
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/TotalAmt01050919

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • $1M-$5M nonprofits