Civic Intelligence

Golden Isles Association of Realtors Incorporated

990 • Fiscal year 2016 • EIN 58-1410315

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

7 Glynn AvenueBrunswick, GA 31520-8669

(912) 264-2915

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.43x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

1.23x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Net Margin

69th percentile

9.4%

Higher net margin than 69% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

53rd percentile

$70,669

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 28.2% of source-year revenue.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Asset Growth

54th percentile

5.3%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

11%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$726,668

Up $36,431 (+5.3%) from 2015

Net Assets

Up

$417,737

Up $23,423 (+5.9%) from 2015

Liabilities

Up

$308,931

Up $13,008 (+4.4%) from 2015

Revenue

Up

$250,323

Up $24,323 (+11%) from 2015

Expenses

Up

$226,900

Up $10,575 (+4.9%) from 2015

Net Income

Up

$23,423

Up $13,748 (+142%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $606,477Liabilities 2010: $248,978Net Assets 2010: $357,4992010Assets 2011: $528,349Liabilities 2011: $165,585Net Assets 2011: $362,7642011Assets 2012: $666,735Liabilities 2012: $299,815Net Assets 2012: $366,9202012Assets 2013: $627,468Liabilities 2013: $246,331Net Assets 2013: $381,1372013Assets 2014: $627,496Liabilities 2014: $242,857Net Assets 2014: $384,6392014Assets 2015: $690,237Liabilities 2015: $295,923Net Assets 2015: $394,3142015Assets 2016: $726,668Liabilities 2016: $308,931Net Assets 2016: $417,7372016Assets 2017: $773,591Liabilities 2017: $325,924Net Assets 2017: $447,6672017Assets 2018: $830,788Liabilities 2018: $353,836Net Assets 2018: $476,9522018Assets 2019: $868,303Liabilities 2019: $368,557Net Assets 2019: $499,7462019Assets 2020: $939,463Liabilities 2020: $277,004Net Assets 2020: $662,4592020Assets 2021: $986,754Liabilities 2021: $411,440Net Assets 2021: $575,3142021Assets 2022: $1,052,785Liabilities 2022: $439,256Net Assets 2022: $613,5292022Assets 2023: $1,100,516Liabilities 2023: $449,955Net Assets 2023: $650,5612023Assets 2024: $1,137,528Liabilities 2024: $474,408Net Assets 2024: $663,1202024

Highlighted filing

2016

Assets$726,668
Liabilities$308,931
Net Assets$417,737

Operations Trend

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

$600K$400K$200K$0Expenses 2010: $223,6492010Revenue 2011: $232,163Expenses 2011: $226,898Net Income 2011: $5,2652011Expenses 2012: $193,0942012Revenue 2013: $199,863Expenses 2013: $185,646Net Income 2013: $14,2172013Revenue 2014: $202,842Expenses 2014: $199,340Net Income 2014: $3,5022014Revenue 2015: $226,000Expenses 2015: $216,325Net Income 2015: $9,6752015Revenue 2016: $250,323Expenses 2016: $226,900Net Income 2016: $23,4232016Revenue 2017: $249,925Expenses 2017: $219,995Net Income 2017: $29,9302017Revenue 2018: $263,663Expenses 2018: $237,485Net Income 2018: $26,1782018Revenue 2019: $306,222Expenses 2019: $282,256Net Income 2019: $23,9662019Revenue 2020: $356,545Expenses 2020: $193,836Net Income 2020: $162,7092020Revenue 2021: $284,285Expenses 2021: $260,674Net Income 2021: $23,6112021Revenue 2022: $404,040Expenses 2022: $365,897Net Income 2022: $38,1432022Revenue 2023: $514,991Expenses 2023: $477,962Net Income 2023: $37,0292023Revenue 2024: $476,503Expenses 2024: $463,944Net Income 2024: $12,5592024

Highlighted filing

2016

Revenue$250,323
Expenses$226,900
Net Income$23,423
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$250,323
Mission and Program Overview

Mission

To promote and benefit real estate professionals; protect the public from unethical practices;provide information; and promote high standards of professional conduct and community involvement.

To promote and benefit real estate professionals; protect the public from unethical practices; provide information; and promote high standards of professional conduct and community involvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$394,314$417,737▲ $23,423
Savings and Temporary Cash Investments$244,118$272,207▲ $28,089
Accounts Receivable$141,339$158,555▲ $17,216
Investments Other Securities$77,418$77,418→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$690,237$726,668▲ $36,431
Other Assets Total$227,362$218,488▼ $8,874
Liabilities
Deferred Revenue$159,981$165,011▲ $5,030
Accounts Payable and Accrued Expenses$135,942$143,920▲ $7,978
Total Liabilities$295,923$308,931▲ $13,008
Net Assets / Fund Balance
Total Net Assets Fund Balance$394,314$417,737▲ $23,423
Total Liabilities and Net Assets / Fund Balance$690,237$726,668▲ $36,431

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$218,488--
Other Securities$77,418--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Toni CockeramAssociate ExecutiveFT$70,669$70,669

Board Members and Trustees

NameTitle
Ruth Heyward BeallImmediate Past President
Robert DriggersPresident
Jay KaufmanPresident Elect
Ben FendigDirector
Brad DavisDirector
Crystal MixonDirector
Dana Tucker HillDirector
Dianne MallardDirector
Rachel FitzpatrickDirector
Robert KozlowskiVP Administration & Finance
Elaine Culler-marlattVP of Govermental Affairs
Tina FallonVP of Member & Public Serv
Allison Van Der VeerVP of Professional Develop
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$250,080
Investment Income
$243
Other Revenue
$0
Change in Net Assets
$23,423
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$223,154
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$88,113--$88,113
Advertising$20,909--$20,909
Occupancy-$20,625-$20,625
Travel$15,396--$15,396
Office Expenses-$11,039-$11,039
Fees for Services Accounting-$5,920-$5,920
Benefits to Members$3,746--$3,746
Fees for Services Legal-$1,200-$1,200
Other Expenses$802$160-$160
Total Functional Expenses$186,966$39,934$0$226,900
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Consolidated EntityRENTAL OF PROPERTY; ADMINISTRATIVE ARRANGEMENT.No$70,625
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
No
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 has members.

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

Members elect members of the governing body.

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

Form 990 is given to the executive director to review with the president of the board. Form 990 is also e-mailed to the remaining board members to review before signing.

Form 990, Part VI, Section B, Line 12C

A written conflict of interest statement is reviewed and signed by all employees and board of directors annually.

Form 990, Part VI, Section C, Line 19

Documents are available to the public via the corporation's website.

Filing and Contact Details

Filer

Filer Name
Golden Isles Association
EIN
58-1410315
Phone
9122642915
Address
7 GLYNN AVENUE, BRUNSWICK, GA 31520-8669

Signing Officer

Name
Vicki Phillips
Title
Board Member
Phone
9122642915
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ruth Heyward Beall
Formed
1980
Legal Domicile
Ga
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
86

Preparer

Firm
Moore Stephens Tiller LLC
Address
777 GLOUCESTER STREET SUITE 201, BRUNSWICK, GA 31520
Preparer
Angela L Heys
Phone
9122651750
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The organization has a financial committee that reviews and conducts oversight of the review. This process has not changed in the last year.

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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/PYRevenuesLessExpensesAmt010050
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IRS990/PYTotalExpensesAmt0215950
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0226000
IRS990/ReconcilationRevenueExpnssAmt023423
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0394314
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0417737
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0244118
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0272207
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM RELATED PARTY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt077418
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS IN MLS STOCK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0218488
IRS990ScheduleD/TotalBookValueSecuritiesAmt077418
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt070625
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS GIVEN TO THE EXECUTIVE DIRECTOR TO REVIEW WITH THE PRESIDENT OF THE BOARD. FORM 990 IS ALSO E-MAILED TO THE REMAINING BOARD MEMBERS TO REVIEW BEFORE SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A WRITTEN CONFLICT OF INTEREST STATEMENT IS REVIEWED AND SIGNED BY ALL EMPLOYEES AND BOARD OF DIRECTORS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE TO THE PUBLIC VIA THE CORPORATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS A FINANCIAL COMMITTEE THAT REVIEWS AND CONDUCTS OVERSIGHT OF THE REVIEW. THIS PROCESS HAS NOT CHANGED IN THE LAST YEAR.
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 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0581519030
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0REAL ESTATE INFORMATION SERVICE
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt0598343
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd031520
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt055000
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0GOLDEN ISLES MULTIPLE LISTING SERVICE INC
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0726668
IRS990/TotalAssetsGrp/BOYAmt0690237
IRS990/TotalAssetsGrp/EOYAmt0726668
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0186966
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226900
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0295923
IRS990/TotalLiabilitiesEOYAmt0308931
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IRS990/TotalLiabilitiesGrp/EOYAmt0308931
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0394314
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0417737
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0186966
IRS990/TotalProgramServiceRevenueAmt0250080
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0243
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0250080
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0250323
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt086
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0690237
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0726668
IRS990/TotReportableCompRltdOrgAmt070669
IRS990/TransactionWithControlEntInd00
IRS990/TravelGrp/ProgramServicesAmt015396
IRS990/TravelGrp/TotalAmt015396
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07 GLYNN AVENUE
IRS990/USAddress/CityNm0BRUNSWICK
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd0315208669
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.MYGIAR.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VICKI PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum09122642915
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOLDEN ISLES ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF REALTORS INCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0GOLD

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.47$0.66$0.48$0.46$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.45$0.65$0.51$0.48$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.44$0.61$0.40$0.37$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.41$0.58$0.28$0.26$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.28$0.66$0.36$0.19$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.37$0.50$0.31$0.28$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.35$0.48$0.26$0.24$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.33$0.45$0.25$0.22$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.31$0.42$0.25$0.23$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.30$0.39$0.23$0.22$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.24$0.38$0.20$0.20$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.25$0.38$0.20$0.19$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.30$0.37$0.19
2011Summary only. Only limited summary data is available for this year.$0.53$0.17$0.36$0.23$0.23$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.25$0.36$0.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • $500k-$1M nonprofits