Civic Intelligence

Western Mortgagee Advisory Council

EIN 91-2054772 • 501(c)6 • Addison, TX

Profile

To provide a forum for real estate professionals to meet and address current issues within the profession.

16775 Addison Road Ste 470Addison, TX 75001-5744

www.westernmorgageeadvisorycouncil.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.00x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

17th percentile

-29%

Higher net margin than 17% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

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

Asset Growth

18th percentile

-30%

Faster asset growth than 18% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$140,770

Down $61,499 (-30%) from 2023

Liabilities

Up

$434

Up $1 (+0.2%) from 2023

Net Assets

$140,336

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue53rd percentileNet Margin17th percentile

Revenue

Up

$211,141

Up $39,746 (+23%) from 2023

Expenses

Up

$272,641

Up $58,162 (+27%) from 2023

Net Income

Down

-$61,500

Down $18,416 (-43%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2013: $100,165Liabilities 2013: $02013Assets 2014: $24,074Liabilities 2014: $4302014Assets 2015: $32,321Liabilities 2015: $4312015Assets 2016: $77,246Liabilities 2016: $431Net Assets 2016: $76,8152016Assets 2017: $145,519Liabilities 2017: $431Net Assets 2017: $145,0882017Assets 2018: $152,560Liabilities 2018: $431Net Assets 2018: $152,1292018Assets 2019: $121,841Liabilities 2019: $431Net Assets 2019: $121,4102019Assets 2020: $137,570Liabilities 2020: $430Net Assets 2020: $137,1402020Assets 2021: $142,525Liabilities 2021: $432Net Assets 2021: $142,0932021Assets 2022: $245,353Liabilities 2022: $433Net Assets 2022: $244,9202022Assets 2023: $202,269Liabilities 2023: $4332023Assets 2024: $140,770Liabilities 2024: $434Net Assets 2024: $140,3362024

Highlighted filing

2024

Assets$140,770
Liabilities$434
Net Assets$140,336
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2013: $72,471Expenses 2013: $34,185Net Income 2013: $38,2862013Revenue 2014: $33,869Expenses 2014: $110,390Net Income 2014: -$76,5212014Revenue 2015: $114,556Expenses 2015: $106,309Net Income 2015: $8,2472015Revenue 2016: $181,589Expenses 2016: $136,664Net Income 2016: $44,9252016Revenue 2017: $194,344Expenses 2017: $126,071Net Income 2017: $68,2732017Revenue 2018: $180,104Expenses 2018: $173,063Net Income 2018: $7,0412018Revenue 2019: $207,684Expenses 2019: $238,403Net Income 2019: -$30,7192019Revenue 2020: $21,223Expenses 2020: $5,493Net Income 2020: $15,7302020Revenue 2021: $19,287Expenses 2021: $14,333Net Income 2021: $4,9542021Revenue 2022: $242,795Expenses 2022: $139,968Net Income 2022: $102,8272022Revenue 2023: $171,395Expenses 2023: $214,479Net Income 2023: -$43,0842023Revenue 2024: $211,141Expenses 2024: $272,641Net Income 2024: -$61,5002024

Highlighted filing

2024

Revenue$211,141
Expenses$272,641
Net Income-$61,500
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$140,770
Liabilities
$434
Net assets
$140,336
Revenue
$211,141
Expenses
$272,641
Net income
-$61,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.40$2.11$2.73$0.62
2023Summary only. Only limited summary data is available for this year.$2.02$0.00$1.71$2.14$0.43
2022Summary only. Only limited summary data is available for this year.$2.45$0.00$2.45$2.43$1.40$1.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.42$0.19$0.14$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.37$0.21$0.05$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.21$2.08$2.38$0.31
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.52$1.80$1.73$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.45$1.94$1.26$0.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$1.82$1.37$0.45
2015Summary only. Only limited summary data is available for this year.$0.32$0.00$1.15$1.06$0.08
2014Summary only. Only limited summary data is available for this year.$0.24$0.00$0.34$1.10$0.77
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$0.72$0.34$0.38
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$180,104
Mission and Program Overview

Mission

To provide a forum for real estate professionals to meet and address current issues within the profession.

Program Services

DescriptionGrantsExpenses
HOSTED EVENTS FOR MEMBERS ALLOWING THEM TO DISCUSS CURRENT ISSUES WITHIN THE PROFESSION.-$172,240
HOSTED EVENTS FOR MEMBERS ALLOWING THEM TO DISCUSS CURRENT ISSUES WITHIN THE PROFESSION.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE MCFADDENPresident-$0--
TERRY WELLMANVP-$0--
JEREMY FRANKELCo-Treasurer-$0--
RAELEE JONESSecretary-$0--
SCOTT THURMANCo-Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Western Mortgagee Advisory Council
EIN
91-2054772
Phone
9727352810
Address
16775 ADDISON ROAD STE 470, ADDISON, TX 75001-5744

Signing Officer

Name
Jeremy Frankel
Title
Co-treasurer
Phone
3127057244
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Pineider Ford & Associates Pllc
Address
2241 E CONTINENTAL BLVD STE 140, SOUTHLAKE, TX 76092-9782
Preparer
Paul J Pineider
Phone
8174103700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Annual conference annual conference 172,240 expenses website 124 bank fees 12 supplies 169 total 172,545”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 431 431”

Form 990-ez, Part III

“To provide a forum for real estate professionals to meet and address current issues within the profession.”

Form 990-ez, Part III, Line 31

“Hosted events for members allowing them to discuss current issues within the profession.”

Raw XML Appendix120 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BC ZIEGLER & COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum02814812400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 E WISCONSIN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 1900
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0145519
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0152560
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025300
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07041
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0495
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0145519
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0152560
IRS990EZ/GrossReceiptsAmt0180104
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024924
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0145088
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0152129
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0145088
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0152129
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE MCFADDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRY WELLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEREMY FRANKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RAELEE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT THURMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0172545
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A FORUM FOR REAL ESTATE PROFESSIONALS TO MEET AND ADDRESS CURRENT ISSUES WITHIN THE PROFESSION.
IRS990EZ/PrintingPublicationsPostageAmt023
IRS990EZ/ProgramServiceRevenueAmt0129878
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOSTED EVENTS FOR MEMBERS ALLOWING THEM TO DISCUSS CURRENT ISSUES WITHIN THE PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOSTED EVENTS FOR MEMBERS ALLOWING THEM TO DISCUSS CURRENT ISSUES WITHIN THE PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0172240
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0431
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0431
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0173063
IRS990EZ/TotalProgramServiceExpensesAmt0172240
IRS990EZ/TotalRevenueAmt0180104
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WESTERNMORGAGEEADVISORYCOUNCIL.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUAL CONFERENCE ANNUAL CONFERENCE 172,240 EXPENSES WEBSITE 124 BANK FEES 12 SUPPLIES 169 TOTAL 172,545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 431 431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE A FORUM FOR REAL ESTATE PROFESSIONALS TO MEET AND ADDRESS CURRENT ISSUES WITHIN THE PROFESSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSTED EVENTS FOR MEMBERS ALLOWING THEM TO DISCUSS CURRENT ISSUES WITHIN THE PROFESSION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY FRANKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03127057244
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN MORTGAGEE ADVISORY COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0912054772
ReturnHeader/Filer/PhoneNum09727352810
ReturnHeader/Filer/USAddress/AddressLine1Txt016775 ADDISON ROAD STE 470
ReturnHeader/Filer/USAddress/CityNm0ADDISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0750015744
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EF799B8C619BE7250027405AB1904C1F547F6E83
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CC4427F4447D1561F6AC18B9B5FDAE907566AE42
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.71.0.54
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:12:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263376450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINEIDER FORD & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02241 E CONTINENTAL BLVD STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHLAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760929782
ReturnHeader/PreparerPersonGrp/PhoneNum08174103700
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J PINEIDER
ReturnHeader/ReturnTs02019-11-15T14:12:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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