Civic Intelligence

Bay County Association of Realtors Inc

990 • Fiscal year 2021 • EIN 59-1440029

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 06, 2022

Organization ProfileWWW.CENTRALPANHANDLEMLS.COM
4952 Highway 98 WestPanama City, FL 32401

(850) 763-8078

Siviq Scores

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

Liabilities / Assets

59th percentile

0.20x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.38x

Higher debt load relative to revenue than 70% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$148,363

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

72nd percentile

22%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

15%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$4,050,850

Up $731,857 (+22%) from 2020

Net Assets

Up

$3,222,677

Up $594,683 (+23%) from 2020

Liabilities

Up

$828,173

Up $137,174 (+20%) from 2020

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin82nd percentile

Revenue

Up

$2,164,333

Up $288,544 (+15%) from 2020

Expenses

Up

$1,555,019

Up $189,260 (+14%) from 2020

Net Income

Up

$609,314

Up $99,284 (+19%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,207,772Liabilities 2010: $472,039Net Assets 2010: $1,735,7332010Assets 2011: $2,035,487Liabilities 2011: $269,544Net Assets 2011: $1,765,9432011Assets 2012: $1,855,885Liabilities 2012: $311,085Net Assets 2012: $1,544,8002012Assets 2013: $1,975,574Liabilities 2013: $409,339Net Assets 2013: $1,566,2352013Assets 2014: $1,922,467Liabilities 2014: $325,867Net Assets 2014: $1,596,6002014Assets 2015: $1,848,549Liabilities 2015: $231,730Net Assets 2015: $1,616,8192015Assets 2016: $1,828,284Liabilities 2016: $266,996Net Assets 2016: $1,561,2882016Assets 2017: $1,858,426Liabilities 2017: $289,667Net Assets 2017: $1,568,7592017Assets 2018: $2,401,109Liabilities 2018: $738,449Net Assets 2018: $1,662,6602018Assets 2019: $2,767,604Liabilities 2019: $709,135Net Assets 2019: $2,058,4692019Assets 2020: $3,318,993Liabilities 2020: $690,999Net Assets 2020: $2,627,9942020Assets 2021: $4,050,850Liabilities 2021: $828,173Net Assets 2021: $3,222,6772021Assets 2022: $4,758,649Liabilities 2022: $1,072,207Net Assets 2022: $3,686,4422022Assets 2023: $5,346,018Liabilities 2023: $1,001,821Net Assets 2023: $4,344,1972023Assets 2024: $6,104,101Liabilities 2024: $1,078,481Net Assets 2024: $5,025,6202024

Highlighted filing

2021

Assets$4,050,850
Liabilities$828,173
Net Assets$3,222,677
Open 2021 Filing

Operations Trend

Revenue Growth60th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $352,3082010Expenses 2011: $357,2542011Expenses 2012: $356,3682012Revenue 2013: $429,440Expenses 2013: $408,005Net Income 2013: $21,4352013Revenue 2014: $560,191Expenses 2014: $529,827Net Income 2014: $30,3642014Revenue 2015: $569,507Expenses 2015: $549,288Net Income 2015: $20,2192015Revenue 2016: $447,692Expenses 2016: $668,235Net Income 2016: -$220,5432016Revenue 2017: $1,015,603Expenses 2017: $944,760Net Income 2017: $70,8432017Revenue 2018: $1,335,133Expenses 2018: $1,202,500Net Income 2018: $132,6332018Revenue 2019: $1,724,200Expenses 2019: $1,359,895Net Income 2019: $364,3052019Revenue 2020: $1,875,789Expenses 2020: $1,365,759Net Income 2020: $510,0302020Revenue 2021: $2,164,333Expenses 2021: $1,555,019Net Income 2021: $609,3142021Revenue 2022: $2,540,740Expenses 2022: $1,879,547Net Income 2022: $661,1932022Revenue 2023: $2,703,974Expenses 2023: $2,268,468Net Income 2023: $435,5062023Revenue 2024: $2,797,587Expenses 2024: $2,279,711Net Income 2024: $517,8762024

Highlighted filing

2021

Revenue$2,164,333
Expenses$1,555,019
Net Income$609,314
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 6, 2022
Return Version
2021v4.2
Gross Receipts
$2,281,243
Mission and Program Overview

Mission

To develop and promote programs and services that enhance members' ability to conduct their individual businesses successfully with integrity and competency, promote the preservation of real property rights, position ourselves to explore future opportunities and increase the public awareness of realtors positive roles in their communities.

To be the voice for real estate in northwest florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,627,994$3,222,677▲ $594,683
Land, Buildings, and Equipment, Net$1,739,543$1,801,212▲ $61,669
Savings and Temporary Cash Investments$667,250$1,306,682▲ $639,432
Investments Other Securities$843,982$887,572▲ $43,590
Prepaid Expenses and Deferred Charges$27,655$45,781▲ $18,126
Inventories for Sale or Use$12,105$6,577▼ $5,528
Accounts Receivable$26,707$1,275▼ $25,432
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,318,993$4,050,850▲ $731,857
Other Assets Total$1,751$1,751→ $0
Liabilities
Deferred Revenue$533,105$698,326▲ $165,221
Other Liabilities$81,000$85,110▲ $4,110
Accounts Payable and Accrued Expenses$76,894$44,737▼ $32,157
Total Liabilities$690,999$828,173▲ $137,174
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,627,994$3,222,677▲ $594,683
Total Liabilities and Net Assets / Fund Balance$3,318,993$4,050,850▲ $731,857

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,196,619$109,215$1,305,834
Land$385,380-$385,380
Buildings$145,383$11,751$157,134
Equipment$47,207$44,058$91,265
Other Land Buildings$26,623$21,397$48,020
Other Securities$887,572--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debbie AshbrookCEOFT$134,187$14,176$148,363

Board Members and Trustees

NameTitle
Amanda CialoniImmediate Past President
Susan WestPresident
Jennifer LedesmaPresident - Elect
Ann JonesDirector
Catherine AndersonDirector
Chuck SowersDirector
David MashburnDirector
Melissia PenningtonDirector
Trudy VanhornDirector
Will PenderDirector
Ashley IceSecretary
Pam MathisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,071,462
Program Service Revenue
$149,139
Investment Income
$63,093
Other Revenue
$880,639
Change in Net Assets
$609,314

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,166,150
Revenue Not Reported on Financial Statements
$-1,817
Revenue Not Reported on Form 990
$22,573
Other Revenue Adjustments
$-1,817
Total Revenue per Audited Statements
$2,188,723
Total Revenue per Form 990
$2,164,333
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,306,275
Salaries, Compensation, and Employee Benefits$248,744
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$148,363
Depreciation Depletion---$75,367
Other Salaries and Wages---$69,062
Office Expenses---$52,812
Occupancy---$40,617
Fees for Services Accounting---$29,407
Payroll Taxes---$26,888
Travel---$25,069
Other Expenses---$23,192
Conferences and Meetings---$20,038
All Other Expenses---$19,899
Advertising---$15,446
Information Technology---$10,000
Fees for Service Investment Mgmnt Fees---$6,249
Insurance---$5,591
Other Employee Benefits---$4,431
Fees for Services Legal---$4,328
Fees for Services Other---$950
Total Functional Expenses$0$0$0$1,555,019

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,594,041
Total Expenses per Form 990$1,555,018
Expenses per Audited Statements$1,554,914
Expenses Not Reported on Form 990$39,127
Expenses Not Reported on Financial Statements$104
Other Expense Adjustments$104
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
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Current Liabilities$85,110
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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 8A

“The form 990 is emailed to the finance committee members for review. A meeting convenes to discuss and approve.”

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

“A copy of form 990 is emailed to the finance committee members for review and approval before the form is filed with the irs.”

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

“The board of directors each sign a conflict of interest notification and the policy is verbally mentioned at all meetings.”

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

“The chief executive officer, debbie ashbrook, was hired and the compensation decided by the executive board. The board launched an extensive search for highly-qualified candidates for the open position. Compensation had to be competitive to attract qualified candidates.”

Form 990, Part VI, Section C, Line 18

“The organization makes forms 990 and 990-t available for inspection upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available for inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Central Panhandle Association
EIN
59-1440029
Phone
8507638078
Address
4952 HIGHWAY 98 WEST, PANAMA CITY, FL 32401

Signing Officer

Name
Susan West
Title
President
Phone
8507638078
Signed
2022-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan West
Formed
1965
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
12
Volunteers
265

Preparer

Firm
Warren Averett LLC
Address
36474C EMERALD COAST PKWY SUITE, 3301, DESTIN, FL 32541
Preparer
Lori K Kelley CPA
Phone
8508370398
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Investment income on return not books 1,921. Depreciation adjustment -1,499. Rounding 2.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold included in other revenue 37,628.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment income -1,817.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold included in other revenue 37,628. Depreciation adjustment 1,499.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“TAXES 104.”

Raw XML AppendixShowing 400 of 459 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/BOYAmt076894
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt044737
IRS990/AccountsReceivableGrp/BOYAmt026707
IRS990/AccountsReceivableGrp/EOYAmt01275
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO BE THE VOICE FOR REAL ESTATE IN NORTHWEST FLORIDA.
IRS990/AdvertisingGrp/TotalAmt015446
IRS990/AllOtherExpensesGrp/TotalAmt019899
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRUIN & ASSOCIATES
IRS990/BooksInCareOfDetail/PhoneNum08772881113
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015 S WATER STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WILMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028401
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0148363
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt020038
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt037628
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01071462
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt063093
IRS990/CYOtherExpensesAmt01306275
IRS990/CYOtherRevenueAmt0880639
IRS990/CYProgramServiceRevenueAmt0149139
IRS990/CYRevenuesLessExpensesAmt0609314
IRS990/CYSalariesCompEmpBnftPaidAmt0248744
IRS990/CYTotalExpensesAmt01555019
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02164333
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0533105
IRS990/DeferredRevenueGrp/EOYAmt0698326
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt075367
IRS990/Desc0EDUCATION - REVENUES AND EXPENSES ARE DIRECTLY RELATED TO TRAINING,EDUCATION AND ADVANCEMENT OF MEMBERS .
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt029407
IRS990/FeesForServicesLegalGrp/TotalAmt04328
IRS990/FeesForServicesOtherGrp/TotalAmt0950
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06249
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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/OtherCompensationAmt1214176
IRS990/Form990PartVIISectionAGrp/PersonNm0SUSAN WEST
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNIFER LEDESMA
IRS990/Form990PartVIISectionAGrp/PersonNm2AMANDA CIALONI
IRS990/Form990PartVIISectionAGrp/PersonNm3ASHLEY ICE
IRS990/Form990PartVIISectionAGrp/PersonNm4PAM MATHIS
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID MASHBURN
IRS990/Form990PartVIISectionAGrp/PersonNm6CHUCK SOWERS
IRS990/Form990PartVIISectionAGrp/PersonNm7TRUDY VANHORN
IRS990/Form990PartVIISectionAGrp/PersonNm8CATHERINE ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm9WILL PENDER
IRS990/Form990PartVIISectionAGrp/PersonNm10MELISSIA PENNINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm11ANN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm12DEBBIE ASHBROOK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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/ReportableCompFromOrgAmt12134187
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT - ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt019452
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt098734
IRS990/GrossReceiptsAmt02281243
IRS990/GrossRentsGrp/RealAmt08070
IRS990/GrossSalesOfInventoryAmt020887
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt010000
IRS990/InsuranceGrp/TotalAmt05591
IRS990/InventoriesForSaleOrUseGrp/BOYAmt012105
IRS990/InventoriesForSaleOrUseGrp/EOYAmt06577
IRS990/InvestmentIncomeGrp/ExclusionAmt043641
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt043641
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0843982
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0887572
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0186421
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01739543
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01801212
IRS990/LandBldgEquipCostOrOtherBssAmt01987633
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt079282
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt01071462
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO DEVELOP AND PROMOTE PROGRAMS AND SERVICES THAT ENHANCE MEMBERS' ABILITY TO CONDUCT THEIR INDIVIDUAL BUSINESSES SUCCESSFULLY WITH INTEGRITY AND COMPETENCY, PROMOTE THE PRESERVATION OF REAL PROPERTY RIGHTS, POSITION OURSELVES TO EXPLORE FUTURE OPPORTUNITIES AND INCREASE THE PUBLIC AWARENESS OF REALTORS POSITIVE ROLES IN THEIR COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02627994
IRS990/NetAssetsOrFundBalancesEOYAmt03222677
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt019452
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019452
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-16741
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-16741
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt08070
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08070
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-15055
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt040617
IRS990/OfficeExpensesGrp/TotalAmt052812
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01751
IRS990/OtherAssetsTotalGrp/EOYAmt01751
IRS990/OtherChangesInNetAssetsAmt0424
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04431
IRS990/OtherExpensesGrp/Desc0MLS EXPENSES
IRS990/OtherExpensesGrp/Desc1EDUCATION EXPENSES
IRS990/OtherExpensesGrp/Desc2RPAC EXPENSES
IRS990/OtherExpensesGrp/Desc3LEADERSHIP
IRS990/OtherExpensesGrp/TotalAmt0883885
IRS990/OtherExpensesGrp/TotalAmt155618
IRS990/OtherExpensesGrp/TotalAmt237807
IRS990/OtherExpensesGrp/TotalAmt323192
IRS990/OtherLiabilitiesGrp/BOYAmt081000
IRS990/OtherLiabilitiesGrp/EOYAmt085110
IRS990/OtherRevenueMiscGrp/BusinessCd0519100
IRS990/OtherRevenueMiscGrp/Desc0MULTIPLE LIST SERVICE
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0889310
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0889310
IRS990/OtherRevenueTotalAmt0889310
IRS990/OtherSalariesAndWagesGrp/TotalAmt069062
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt026888
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027655
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt045781
IRS990/PrincipalOfficerNm0SUSAN WEST
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc1COMMITTEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt082613
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt161526
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt082613
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt161526
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25000
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNICATIONS - REVENUES AND EXPENSES ARE DIRECTLY RELATED TO MONTHLYPUBLICATIONS AND AMBASSADOR PROGRAMS FOR MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/Desc0PROFESSIONAL STANDARDS - REVENUES AND EXPENSES ARE DIRECTLY RELATED TO PROFESSIONAL CONDUCT AND DISCIPLINE OF MEMBERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0917640
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt019779
IRS990/PYOtherExpensesAmt01117153
IRS990/PYOtherRevenueAmt0827662
IRS990/PYProgramServiceRevenueAmt0110708
IRS990/PYRevenuesLessExpensesAmt0510030
IRS990/PYSalariesCompEmpBnftPaidAmt0248606
IRS990/PYTotalExpensesAmt01365759
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01875789
IRS990/ReconcilationRevenueExpnssAmt0609314
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt08070
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02627994
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03222677
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0667250
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01306682
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0145383
IRS990ScheduleD/BuildingsGrp/DepreciationAmt011751
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0157134
IRS990ScheduleD/EquipmentGrp/BookValueAmt047207
IRS990ScheduleD/EquipmentGrp/DepreciationAmt044058
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt091265
IRS990ScheduleD/ExpensesNotReportedAmt039127
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0104
IRS990ScheduleD/ExpensesSubtotalAmt01554914
IRS990ScheduleD/LandGrp/BookValueAmt0385380
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0385380
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01196619
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0109215
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01305834
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-15055
IRS990ScheduleD/OtherExpensesIncludedAmt039127
IRS990ScheduleD/OtherExpensesNotIncludedAmt0104
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt026623
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt021397
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt048020
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt085110
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER CURRENT LIABILITIES
IRS990ScheduleD/OtherRevenueAmt037628
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-1817
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0887572
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BANCORP SOUTH WEALTH MANAGEMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt022573
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-1817
IRS990ScheduleD/RevenueSubtotalAmt02166150
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0COST OF GOODS SOLD INCLUDED IN OTHER REVENUE 37,628.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT INCOME -1,817.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD INCLUDED IN OTHER REVENUE 37,628. DEPRECIATION ADJUSTMENT 1,499.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3TAXES 104.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01801212
IRS990ScheduleD/TotalBookValueSecuritiesAmt0887572
IRS990ScheduleD/TotalExpensesPerForm990Amt01555018
IRS990ScheduleD/TotalLiabilityAmt085110
IRS990ScheduleD/TotalRevenuePerForm990Amt02164333
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02188723
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01594041
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS EMAILED TO THE FINANCE COMMITTEE MEMBERS FOR REVIEW. A MEETING CONVENES TO DISCUSS AND APPROVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS EMAILED TO THE FINANCE COMMITTEE MEMBERS FOR REVIEW AND APPROVAL BEFORE THE FORM IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS EACH SIGN A CONFLICT OF INTEREST NOTIFICATION AND THE POLICY IS VERBALLY MENTIONED AT ALL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CHIEF EXECUTIVE OFFICER, DEBBIE ASHBROOK, WAS HIRED AND THE COMPENSATION DECIDED BY THE EXECUTIVE BOARD. THE BOARD LAUNCHED AN EXTENSIVE SEARCH FOR HIGHLY-QUALIFIED CANDIDATES FOR THE OPEN POSITION. COMPENSATION HAD TO BE COMPETITIVE TO ATTRACT QUALIFIED CANDIDATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES FORMS 990 AND 990-T AVAILABLE FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INVESTMENT INCOME ON RETURN NOT BOOKS 1,921. DEPRECIATION ADJUSTMENT -1,499. ROUNDING 2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03318993
IRS990/TotalAssetsEOYAmt04050850
IRS990/TotalAssetsGrp/BOYAmt03318993
IRS990/TotalAssetsGrp/EOYAmt04050850
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01071462
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/TotalAmt01555019
IRS990/TotalGrossUBIAmt0872569
IRS990/TotalLiabilitiesBOYAmt0690999
IRS990/TotalLiabilitiesEOYAmt0828173
IRS990/TotalLiabilitiesGrp/BOYAmt0690999
IRS990/TotalLiabilitiesGrp/EOYAmt0828173

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,050,850
Liabilities
$828,173
Net assets
$3,222,677
Revenue
$2,164,333
Expenses
$1,555,019
Net income
$609,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.10$1.08$5.03$2.80$2.28$0.52
2023Summary only. Only limited summary data is available for this year.$5.35$1.00$4.34$2.70$2.27$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$1.07$3.69$2.54$1.88$0.66
2021Detailed filing. Detailed filing data is available for this year.$4.05$0.83$3.22$2.16$1.56$0.61
2020Summary only. Only limited summary data is available for this year.$3.32$0.69$2.63$1.88$1.37$0.51
2019Summary only. Only limited summary data is available for this year.$2.77$0.71$2.06$1.72$1.36$0.36
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.74$1.66$1.34$1.20$0.13
2017Summary only. Only limited summary data is available for this year.$1.86$0.29$1.57$1.02$0.94$0.07
2016Summary only. Only limited summary data is available for this year.$1.83$0.27$1.56$0.45$0.67$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.23$1.62$0.57$0.55$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.92$0.33$1.60$0.56$0.53$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.98$0.41$1.57$0.43$0.41$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.31$1.54$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.27$1.77$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.47$1.74$0.35