Civic Intelligence

Ocalamarion Cty Association of Realtors Inc

990 • Fiscal year 2016 • EIN 59-6159045

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 28, 2017

3105 NE 14th StreetOcala, FL 34470

(352) 629-7077

Siviq Scores

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

Liabilities / Assets

36th percentile

0.10x

Higher debt load relative to assets than 36% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.44x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

92nd percentile

25%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

26th percentile

$55,008

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

61st percentile

6.8%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

12%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,685,288

Up $107,042 (+6.8%) from 2015

Net Assets

Up

$1,515,663

Up $98,183 (+6.9%) from 2015

Liabilities

Up

$169,625

Up $8,859 (+5.5%) from 2015

Revenue

Up

$386,836

Up $40,417 (+12%) from 2015

Expenses

Up

$289,062

Up $29,535 (+11%) from 2015

Net Income

Up

$97,774

Up $10,882 (+13%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,280,523Liabilities 2011: $137,478Net Assets 2011: $1,143,0452011Assets 2012: $1,294,693Liabilities 2012: $120,364Net Assets 2012: $1,174,3292012Assets 2013: $1,312,303Liabilities 2013: $102,546Net Assets 2013: $1,209,7572013Assets 2014: $1,505,729Liabilities 2014: $175,141Net Assets 2014: $1,330,5882014Assets 2015: $1,578,246Liabilities 2015: $160,766Net Assets 2015: $1,417,4802015Assets 2016: $1,685,288Liabilities 2016: $169,625Net Assets 2016: $1,515,6632016Assets 2017: $1,811,944Liabilities 2017: $131,927Net Assets 2017: $1,680,0172017Assets 2018: $1,916,779Liabilities 2018: $90,310Net Assets 2018: $1,826,4692018Assets 2019: $2,057,445Liabilities 2019: $23,820Net Assets 2019: $2,033,6252019Assets 2020: $5,123,809Liabilities 2020: $24,885Net Assets 2020: $5,098,9242020Assets 2021: $5,340,434Liabilities 2021: $20,893Net Assets 2021: $5,319,5412021Assets 2022: $5,236,729Liabilities 2022: $5,523Net Assets 2022: $5,231,2062022Assets 2023: $5,768,996Liabilities 2023: $14,372Net Assets 2023: $5,754,6242023Assets 2024: $6,220,010Liabilities 2024: $9,009Net Assets 2024: $6,211,0012024

Highlighted filing

2016

Assets$1,685,288
Liabilities$169,625
Net Assets$1,515,663

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2011: $265,805Expenses 2011: $221,384Net Income 2011: $44,4212011Revenue 2012: $254,355Expenses 2012: $223,071Net Income 2012: $31,2842012Revenue 2013: $263,786Expenses 2013: $228,358Net Income 2013: $35,4282013Revenue 2014: $356,159Expenses 2014: $235,328Net Income 2014: $120,8312014Revenue 2015: $346,419Expenses 2015: $259,527Net Income 2015: $86,8922015Revenue 2016: $386,836Expenses 2016: $289,062Net Income 2016: $97,7742016Revenue 2017: $397,305Expenses 2017: $234,795Net Income 2017: $162,5102017Revenue 2018: $430,962Expenses 2018: $267,541Net Income 2018: $163,4212018Revenue 2019: $390,154Expenses 2019: $253,832Net Income 2019: $136,3222019Revenue 2020: $510,765Expenses 2020: $428,830Net Income 2020: $81,9352020Revenue 2021: $753,329Expenses 2021: $537,193Net Income 2021: $216,1362021Revenue 2022: $891,502Expenses 2022: $618,324Net Income 2022: $273,1782022Revenue 2023: $1,047,229Expenses 2023: $652,791Net Income 2023: $394,4382023Revenue 2024: $1,066,150Expenses 2024: $668,764Net Income 2024: $397,3862024

Highlighted filing

2016

Revenue$386,836
Expenses$289,062
Net Income$97,774
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 28, 2017
Return Version
2016v3.0
Gross Receipts
$386,836
Mission and Program Overview

Mission

Membership dues enable the organization to function as a group and to provide education and services to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$513,652$674,620▲ $160,968
Investments in Publicly Traded Securities$540,185$540,594▲ $409
Savings and Temporary Cash Investments$242,819$245,020▲ $2,201
Total Assets$1,578,246$1,685,288▲ $107,042
Other Assets Total$281,590$225,054▼ $56,536
Liabilities
Other Liabilities$160,766$169,625▲ $8,859
Total Liabilities$160,766$169,625▲ $8,859
Net Assets / Fund Balance
Unrestricted Net Assets$1,417,480$1,515,663▲ $98,183
Total Net Assets Fund Balance$1,417,480$1,515,663▲ $98,183
Total Liabilities and Net Assets / Fund Balance$1,578,246$1,685,288▲ $107,042

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$24,463$24,463
Leasehold Improvements-$1,782$1,782
Other Assets Org$-58,547--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Darlene YonceAssociationFT$55,008$55,008

Board Members and Trustees

NameTitle
Robert Dale BarronPresident
Valerie DaileyPresident El
Charles AlbiolDirector
Deborah GlombDirector
Diane MccombsDirector
Greg LordDirector
Gregory PittasDirector
Jeanne RittDirector
Kimberly BryantDirector
Leonard EdwardsDirector
Randall AlvordDirector
Rebecca BunnDirector
Rudy NicholsDirector
Valerie DaileyDirector
Victoria MorrisonDirector
Suzanne AlcornSecretary/tr
Steve RudnianynVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$352,348
Investment Income
$23,452
Other Revenue
$11,036
Change in Net Assets
$97,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$230,463
Salaries, Compensation, and Employee Benefits$58,599
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-$55,008-$55,008
Other Expenses-$42,210-$42,210
Conferences and Meetings-$35,676-$35,676
Fees for Services Accounting-$16,800-$16,800
Fees for Services Legal-$10,694-$10,694
Office Expenses-$7,374-$7,374
Other Employee Benefits-$3,591-$3,591
All Other Expenses-$-187,511-$-187,511
Total Functional Expenses$0$289,062$0$289,062
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
Due to Affiliated Associations$169,606
Sales Tax Payable$19
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
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, Page 6, Part VI, Line 11B

Form 990 is presented and reviewed by the board of directors prior to filing.

Form 990, Page 6, Part VI, Line 12C

The organization monitors and enforces compliance with the policy on an as-needed basis. On an annual basis, each board member must attend a leadership orientation on compliance.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon written request.

Filing and Contact Details

Filer

Filer Name
Ocalamarion Cty Association
EIN
59-6159045
Phone
3526297077
Address
3105 NE 14TH STREET, OCALA, FL 34470

Signing Officer

Name
Robert Dale Barron
Title
President
Phone
3526297077
Signed
2017-04-28

Organization Details

Principal Officer
Robert Dale Barron
Voting Board Members
17
Independent Board Members
17
Employees
1

Preparer

Firm
Crippen & Co
Address
1900 SE 18TH AVE, OCALA, FL 34471-8312
Preparer
Michael a Torres
Phone
3527324260
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt112
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011024
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt112
IRS990/OtherRevenueTotalAmt011036
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROBERT DALE BARRON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0REALTOR-LOCAL
IRS990/ProgramServiceRevenueGrp/Desc1REALTOR-NAR
IRS990/ProgramServiceRevenueGrp/Desc2REALTOR-FAR
IRS990/ProgramServiceRevenueGrp/Desc3REALTOR-APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/Desc42016 ASSESSMENT FEE-NAR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0183132
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1109157
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2107202
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt347275
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt432320
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0183132
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1109157
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2107202
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt347275
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt432320
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt08265
IRS990/PYOtherExpensesAmt0202927
IRS990/PYOtherRevenueAmt09889
IRS990/PYProgramServiceRevenueAmt0328265
IRS990/PYRevenuesLessExpensesAmt086892
IRS990/PYSalariesCompEmpBnftPaidAmt056600
IRS990/PYTotalExpensesAmt0259527
IRS990/PYTotalRevenueAmt0346419
IRS990/ReconcilationRevenueExpnssAmt097774
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0242819
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0245020
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0PART III-B: THERE WERE NO NONDEDUCTIBLE LOBBYING OR POLITICAL EXPENDITURES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART IV
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024463
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024463
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01782
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01782
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0225054
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt158547
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2-58547
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM MULTIPLE LISTING SERV
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CURRENT PORTION OF NR
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2LESS CURRENT PORTION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0169606
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATED ASSOCIATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX PAYABLE
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0225054
IRS990ScheduleD/TotalLiabilityAmt0169625
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED AND REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY ON AN AS-NEEDED BASIS. ON AN ANNUAL BASIS, EACH BOARD MEMBER MUST ATTEND A LEADERSHIP ORIENTATION ON COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0591902501
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MLS SERVIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0OCALA MULTIPLE LISTING SERVICE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03105 NE 14TH STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0OCALA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd034470
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACCOUNTING RECORDS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACCOUNTING RECORDS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2ACCOUNTING RECORDS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0OCALA MULTIPLE LISTING SERVICE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1OCALA MULTIPLE LISTING SERVICE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2OCALA MULTIPLE LISTING SERVICE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2D
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01578246
IRS990/TotalAssetsEOYAmt01685288
IRS990/TotalAssetsGrp/BOYAmt01578246
IRS990/TotalAssetsGrp/EOYAmt01685288
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0289062
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0289062
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0160766
IRS990/TotalLiabilitiesEOYAmt0169625
IRS990/TotalLiabilitiesGrp/BOYAmt0160766
IRS990/TotalLiabilitiesGrp/EOYAmt0169625
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01417480
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01515663
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0-126738
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0-126738
IRS990/TotalProgramServiceRevenueAmt0352348
IRS990/TotalReportableCompFromOrgAmt055008

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.01$6.21$1.07$0.67$0.40
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.01$5.75$1.05$0.65$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$0.01$5.23$0.89$0.62$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.02$5.32$0.75$0.54$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.02$5.10$0.51$0.43$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.02$2.03$0.39$0.25$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.09$1.83$0.43$0.27$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.13$1.68$0.40$0.23$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.69$0.17$1.52$0.39$0.29$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.16$1.42$0.35$0.26$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.18$1.33$0.36$0.24$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.10$1.21$0.26$0.23$0.04
2012Summary only. Only limited summary data is available for this year.$1.29$0.12$1.17$0.25$0.22$0.03
2011Summary only. Only limited summary data is available for this year.$1.28$0.14$1.14$0.27$0.22$0.04