Civic Intelligence

Santa Ynez Valley Association of Realtors

990 • Fiscal year 2018 • EIN 51-0141659

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 07, 2019

650 Alamo Pintado RdSolvang, CA 93463

(805) 688-7744

Siviq Scores

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

Liabilities / Assets

85th percentile

0.28x

Higher debt load relative to assets than 85% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.28x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

85th percentile

32%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

54%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$364,953

Up $88,680 (+32%) from 2017

Net Assets

Up

$261,532

Up $4,589 (+1.8%) from 2017

Liabilities

Up

$103,421

Up $84,091 (+435%) from 2017

Revenue

Up

$370,137

Up $129,590 (+54%) from 2017

Expenses

Up

$330,136

Up $82,697 (+33%) from 2017

Net Income

Up

$40,001

Up $46,893 (+680%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $188,345Liabilities 2010: $132Net Assets 2010: $188,2132010Assets 2011: $198,557Liabilities 2011: $139Net Assets 2011: $198,4182011Assets 2012: $204,472Liabilities 2012: $132Net Assets 2012: $204,3402012Assets 2013: $214,373Liabilities 2013: $132Net Assets 2013: $214,2412013Assets 2014: $230,162Liabilities 2014: $5,9662014Assets 2015: $234,392Liabilities 2015: $11,519Net Assets 2015: $222,8732015Assets 2016: $267,769Liabilities 2016: $17,972Net Assets 2016: $249,7972016Assets 2017: $276,273Liabilities 2017: $19,330Net Assets 2017: $256,9432017Assets 2018: $364,953Liabilities 2018: $103,421Net Assets 2018: $261,5322018Assets 2019: $424,319Liabilities 2019: $57,959Net Assets 2019: $366,3602019Assets 2020: $516,628Liabilities 2020: $113,695Net Assets 2020: $402,9332020Assets 2021: $618,256Liabilities 2021: $141,941Net Assets 2021: $476,3152021Assets 2022: $554,058Liabilities 2022: $131,499Net Assets 2022: $422,5592022Assets 2023: $604,361Liabilities 2023: $113,619Net Assets 2023: $490,7422023Assets 2024: $694,767Liabilities 2024: $119,262Net Assets 2024: $575,5052024

Highlighted filing

2018

Assets$364,953
Liabilities$103,421
Net Assets$261,532

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $149,792Expenses 2010: $140,601Net Income 2010: $9,1912010Revenue 2011: $146,550Expenses 2011: $136,345Net Income 2011: $10,2052011Revenue 2012: $142,395Expenses 2012: $136,473Net Income 2012: $5,9222012Revenue 2013: $144,647Expenses 2013: $134,746Net Income 2013: $9,9012013Revenue 2014: $175,256Expenses 2014: $161,179Net Income 2014: $14,0772014Revenue 2015: $190,817Expenses 2015: $179,117Net Income 2015: $11,7002015Revenue 2016: $240,746Expenses 2016: $217,257Net Income 2016: $23,4892016Revenue 2017: $240,547Expenses 2017: $247,439Net Income 2017: -$6,8922017Revenue 2018: $370,137Expenses 2018: $330,136Net Income 2018: $40,0012018Revenue 2019: $547,737Expenses 2019: $464,174Net Income 2019: $83,5632019Revenue 2020: $410,022Expenses 2020: $378,167Net Income 2020: $31,8552020Revenue 2021: $260,184Expenses 2021: $207,401Net Income 2021: $52,7832021Revenue 2022: $279,877Expenses 2022: $241,106Net Income 2022: $38,7712022Revenue 2023: $256,323Expenses 2023: $262,584Net Income 2023: -$6,2612023Revenue 2024: $316,605Expenses 2024: $252,136Net Income 2024: $64,4692024

Highlighted filing

2018

Revenue$370,137
Expenses$330,136
Net Income$40,001
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 7, 2019
Return Version
2018v3.1
Gross Receipts
$395,549
Mission and Program Overview

Mission

Promotion and improvement of conditions in local real estate industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$256,943$261,532▲ $4,589
Savings and Temporary Cash Investments$138,721$129,885▼ $8,836
Cash and Non-Interest-Bearing Accounts$22,516$108,714▲ $86,198
Investments in Publicly Traded Securities$114,385$103,920▼ $10,465
Accounts Receivable-$14,646-
Prepaid Expenses and Deferred Charges$166$5,546▲ $5,380
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$276,273$364,953▲ $88,680
Other Assets Total$485$2,242▲ $1,757
Liabilities
Deferred Revenue$18,501$67,207▲ $48,706
Accounts Payable and Accrued Expenses-$18,465-
Other Liabilities$829$17,749▲ $16,920
Total Liabilities$19,330$103,421▲ $84,091
Net Assets / Fund Balance
Total Net Assets Fund Balance$256,943$261,532▲ $4,589
Total Liabilities and Net Assets / Fund Balance$276,273$364,953▲ $88,680

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$36,582$36,582
Leasehold Improvements-$5,494$5,494
Equipment-$3,144$3,144
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennie BradleyPast President
Bob JenningsPresident
Barbara BierigPresident Elect
Gigi HollisterDirector
Rhoda JohnsonDirector
Rodney SmeesterDirector
Cathi RussellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$98,886
Investment Income
$13,867
Other Revenue
$257,384
Change in Net Assets
$40,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$248,191
Salaries, Compensation, and Employee Benefits$80,745
Grants and Similar Amounts Paid$1,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$117,435--$117,435
Other Salaries and Wages$25,326$37,989-$63,315
Conferences and Meetings$26,809--$26,809
Occupancy$14,434--$14,434
Fees for Services Other$11,000$2,560-$13,560
Other Employee Benefits$4,947$7,421-$12,368
All Other Expenses$6,176$1,447-$7,623
Payroll Taxes$2,025$3,037-$5,062
Fees for Service Investment Mgmnt Fees-$3,096-$3,096
Advertising$3,055--$3,055
Fees for Services Accounting-$2,873-$2,873
Other Expenses$2,730--$2,730
Office Expenses$1,072$1,609-$2,681
Fees for Services Legal-$2,445-$2,445
Grants to Domestic Orgs$1,200--$1,200
Insurance$473$639-$1,112
Total Functional Expenses$267,020$63,116$0$330,136
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserve for Nsbc Mls$11,978
Accrued Ubit Taxes$4,055
Payroll Taxes Payable$1,716
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Independent review by individual governing members

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Santa Ynez Valley
EIN
51-0141659
Phone
8056887744
Address
650 ALAMO PINTADO RD, SOLVANG, CA 93463

Signing Officer

Name
Bob Jennings
Title
President
Signed
2019-06-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Jennings
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
2

Preparer

Firm
Owens & Thore Tax Professionals Inc
Address
3568 Sagunto- PO Box 397, Santa Ynez, CA 93460
Preparer
Marc E Owens Ea
Phone
8056886317
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

Nondecutible taxes = -$5387

Other Changes In Net Assets Or Fund Balances - Other Decreases

Nondeductible penalty = -$15

Information Regarding Personal Benefit Contracts

The 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.

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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/OtherRevenueMiscGrp/TotalRevenueColumnAmt1625
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2256487
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0256487
IRS990/OtherRevenueTotalAmt0257384
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037989
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt025326
IRS990/OtherSalariesAndWagesGrp/TotalAmt063315
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0117435
IRS990/PaymentsToAffiliatesGrp/TotalAmt0117435
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03037
IRS990/PayrollTaxesGrp/ProgramServicesAmt02025
IRS990/PayrollTaxesGrp/TotalAmt05062
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0166
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05546
IRS990/PrincipalOfficerNm0BOB JENNINGS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FORMS
IRS990/ProgramServiceRevenueGrp/Desc1KEY BOXES & FOBS
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc3MLS ADMINISRTATION
IRS990/ProgramServiceRevenueGrp/Desc4SUPRA KEY FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05619
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt166829
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210968
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt315470
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05619
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt166829
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210968
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt315470
IRS990/ProgSrvcAccomActy2Grp/Desc0CONDUCTING OF EDUCATIONAL PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/Desc0STANDARDIZED FORMS FOR TRANSACTIONS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt011039
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0190987
IRS990/PYOtherRevenueAmt0154616
IRS990/PYProgramServiceRevenueAmt074892
IRS990/PYRevenuesLessExpensesAmt0-6892
IRS990/PYSalariesCompEmpBnftPaidAmt056452
IRS990/PYTotalExpensesAmt0247439
IRS990/PYTotalRevenueAmt0240547
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt040001
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0256943
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0261532
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0138721
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0129885
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03144
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03144
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05494
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05494
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt036582
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt036582
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04055
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11716
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt211978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED UBIT TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RESERVE FOR NSBC MLS
IRS990ScheduleD/TotalLiabilityAmt017749
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDEPENDENT REVIEW BY INDIVIDUAL GOVERNING MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NONDECUTIBLE TAXES = -$5387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NONDEDUCTIBLE PENALTY = -$15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0276273
IRS990/TotalAssetsEOYAmt0364953
IRS990/TotalAssetsGrp/BOYAmt0276273
IRS990/TotalAssetsGrp/EOYAmt0364953
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt063116
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0267020
IRS990/TotalFunctionalExpensesGrp/TotalAmt0330136
IRS990/TotalGrossUBIAmt0256537
IRS990/TotalLiabilitiesBOYAmt019330
IRS990/TotalLiabilitiesEOYAmt0103421
IRS990/TotalLiabilitiesGrp/BOYAmt019330
IRS990/TotalLiabilitiesGrp/EOYAmt0103421
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0256943
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0261532
IRS990/TotalProgramServiceExpensesAmt0266988
IRS990/TotalProgramServiceRevenueAmt098886
IRS990/TotalRevenueGrp/ExclusionAmt0-1147
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0114747
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0370137
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0256537
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0276273
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0364953
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0650 ALAMO PINTADO RD 201
IRS990/USAddress/CityNm0SOLVANG
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093463
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.SYVAOR.COM

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.95$1.19$5.76$3.17$2.52$0.64
2023Detailed filing. Detailed filing data is available for this year.$6.04$1.14$4.91$2.56$2.63$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.54$1.31$4.23$2.80$2.41$0.39
2021Detailed filing. Detailed filing data is available for this year.$6.18$1.42$4.76$2.60$2.07$0.53
2020Detailed filing. Detailed filing data is available for this year.$5.17$1.14$4.03$4.10$3.78$0.32
2019Detailed filing. Detailed filing data is available for this year.$4.24$0.58$3.66$5.48$4.64$0.84
2018Detailed filing. Detailed filing data is available for this year.$3.65$1.03$2.62$3.70$3.30$0.40
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.19$2.57$2.41$2.47$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.68$0.18$2.50$2.41$2.17$0.23
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.12$2.23$1.91$1.79$0.12
2014Summary only. Only limited summary data is available for this year.$2.30$0.06$1.75$1.61$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$1.45$1.35$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$1.42$1.36$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.98$1.47$1.36$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.00$1.88$1.50$1.41$0.09