Civic Intelligence

White Mountain Association of Realtors

990 • Fiscal year 2013 • EIN 94-2478966

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

5658 Hwy 260 Suite D85929

(928) 537-1107

Siviq Scores

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

Liabilities / Assets

84th percentile

0.29x

Higher debt load relative to assets than 84% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

93rd percentile

0.44x

Higher debt load relative to revenue than 93% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

10th percentile

-24%

Higher net margin than 10% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

21st percentile

-14%

Faster asset growth than 21% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

57th percentile

5.1%

Faster revenue growth than 57% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$488,475

Down $80,438 (-14%) from 2012

Net Assets

Down

$346,462

Down $79,499 (-19%) from 2012

Liabilities

Down

$142,013

Down $939 (-0.7%) from 2012

Revenue

Up

$324,925

Up $15,765 (+5.1%) from 2012

Expenses

Up

$404,424

Up $131,865 (+48%) from 2012

Net Income

Down

-$79,499

Down $116,100 (-317%) from 2012

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $577,751Liabilities 2010: $132,616Net Assets 2010: $445,1352010Assets 2011: $577,751Liabilities 2011: $132,616Net Assets 2011: $445,1352011Assets 2012: $568,913Liabilities 2012: $142,952Net Assets 2012: $425,9612012Assets 2013: $488,475Liabilities 2013: $142,013Net Assets 2013: $346,4622013Assets 2014: $575,807Liabilities 2014: $166,057Net Assets 2014: $409,7502014Assets 2015: $649,599Liabilities 2015: $241,063Net Assets 2015: $408,5362015Assets 2016: $687,530Liabilities 2016: $263,149Net Assets 2016: $424,3812016Assets 2017: $836,026Liabilities 2017: $298,492Net Assets 2017: $537,5342017Assets 2018: $890,201Liabilities 2018: $270,814Net Assets 2018: $619,3872018Assets 2019: $1,023,584Liabilities 2019: $311,648Net Assets 2019: $711,9362019Assets 2020: $1,274,260Liabilities 2020: $337,491Net Assets 2020: $936,7692020Assets 2021: $1,580,707Liabilities 2021: $410,588Net Assets 2021: $1,170,1192021Assets 2022: $1,743,924Liabilities 2022: $409,194Net Assets 2022: $1,334,7302022Assets 2023: $1,847,132Liabilities 2023: $364,214Net Assets 2023: $1,482,9182023Assets 2024: $1,585,981Liabilities 2024: $307,783Net Assets 2024: $1,278,1982024

Highlighted filing

2013

Assets$488,475
Liabilities$142,013
Net Assets$346,462

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $359,647Expenses 2010: $381,100Net Income 2010: -$21,4532010Revenue 2011: $359,647Expenses 2011: $381,100Net Income 2011: -$21,4532011Revenue 2012: $309,160Expenses 2012: $272,559Net Income 2012: $36,6012012Revenue 2013: $324,925Expenses 2013: $404,424Net Income 2013: -$79,4992013Revenue 2014: $335,878Expenses 2014: $283,225Net Income 2014: $52,6532014Revenue 2015: $326,734Expenses 2015: $327,948Net Income 2015: -$1,2142015Revenue 2016: $376,881Expenses 2016: $361,036Net Income 2016: $15,8452016Revenue 2017: $421,834Expenses 2017: $308,681Net Income 2017: $113,1532017Revenue 2018: $399,696Expenses 2018: $317,843Net Income 2018: $81,8532018Revenue 2019: $442,437Expenses 2019: $349,888Net Income 2019: $92,5492019Revenue 2020: $573,995Expenses 2020: $349,162Net Income 2020: $224,8332020Revenue 2021: $675,731Expenses 2021: $435,099Net Income 2021: $240,6322021Revenue 2022: $723,881Expenses 2022: $543,452Net Income 2022: $180,4292022Revenue 2023: $725,091Expenses 2023: $593,331Net Income 2023: $131,7602023Revenue 2024: $721,452Expenses 2024: $905,674Net Income 2024: -$184,2222024

Highlighted filing

2013

Revenue$324,925
Expenses$404,424
Net Income-$79,499
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Gross Receipts
$324,925
Mission and Program Overview

Mission

The white mountain association of realtors in cooperation with the arizona assoication of realtors and the national assoication of realtors is dedicated to the highest standards of excellent service.

Continuing education programs, production and sale of materials to members to assist in maintaining high quality and conformity of real estate forms used in servicing the local area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$383,372$341,713▼ $41,659
Cash and Non-Interest-Bearing Accounts$96,467$118,579▲ $22,112
Land, Buildings, and Equipment, Net$17,834$12,574▼ $5,260
Accounts Receivable$61,031$7,125▼ $53,906
Inventories for Sale or Use$6,814$4,484▼ $2,330
Prepaid Expenses and Deferred Charges-$620-
Total Assets$568,913$488,475▼ $80,438
Other Assets Total$3,395$3,380▼ $15
Liabilities
Deferred Revenue$70,332$95,118▲ $24,786
Accounts Payable and Accrued Expenses$72,620$46,895▼ $25,725
Total Liabilities$142,952$142,013▼ $939
Net Assets / Fund Balance
Unrestricted Net Assets$423,916$344,432▼ $79,484
Temporarily Rstr Net Assets$2,045$2,030▼ $15
Total Net Assets Fund Balance$425,961$346,462▼ $79,499
Total Liabilities and Net Assets / Fund Balance$568,913$488,475▼ $80,438

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,574$95,404$107,978
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jim BurtonPresident
Chuck TeetselPresident El
Alison StewartDirector
Bryan AndersonDirector
Carl WilkinsDirector
Kevin DunnDirector
Kim CampDirector
Lee LarsonDirector
Robin JaegerDirector
Trisha ReidDirector
Yvonne CoeletPast Preside
Beth MortonTreasurer
Brenda CiminiskiVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$320,135
Investment Income
$1,366
Other Revenue
$3,424
Change in Net Assets
$-79,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$309,383
Salaries, Compensation, and Employee Benefits$95,041
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$83,720
All Other Expenses---$60,515
Fees for Services Accounting---$17,996
Other Expenses---$16,500
Travel---$16,130
Office Expenses---$10,121
Payroll Taxes---$7,375
Depreciation Depletion---$5,260
Pension Plan Contributions---$3,946
Insurance---$2,239
Interest---$2,155
Information Technology---$448
Total Functional Expenses$0$0$0$404,424
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Members elect the board of directors who in turn elect the officers of the association from the board of directors.

Form 990, Page 6, Part VI, Line 7B

Members of the association can review the actions taken by the board of directors and can, in a membership meeting, require the board take other action

Form 990, Page 6, Part VI, Line 11B

The board of directors review the tax return at regular board meeting before it is signed and mailed.

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

Annually when new members are elected to the board the conflict of interest policy is reviewed as it applies to all board members

Form 990, Page 6, Part VI, Line 19

The organizations governing documents, conflict of interest policy and financial statements are available to the public upon request at the organizations business office during normal business hours.

Filing and Contact Details

Filer

EIN
94-2478966
Phone
9285371107

Signing Officer

Name
Suzanne Brown
Title
Executive Assistant
Phone
9285371107
Signed
2014-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne Brown
Formed
1974
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
0
Employees
2

Preparer

Preparer
Stacy Kuxhausen
Phone
9283672591
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Continuing education programs, production and sale of materials to members to assist in maintaining high quality and conformity of real estate forms used in servicing the local area.

Form 990, Part IX, Line 24E

Education - members 12,112 0 0 telephone 9,059 0 0 functions 8,989 0 0 penalties 8,709 0 0 merchant fees 6,323 0 0 mileage reimbursement 5,820 0 0 utilities 2,513 0 0 copier maintenance 2,299 0 0 gifts/flowers 2,187 0 0 payroll processing fees 820 0 0 committees 586 0 0 education - ae 535 0 0 recognition & awards 333 0 0 orientation 135 0 0 az corp commission 55 0 0 forms 23 0 0 issues & mobilization 17 0 0

Raw XML Appendix371 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.

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt266549
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0173960
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATING THE GENERAL PUBLIC ON ISSUES IMPORTANT TO THE ORGANIZATION AND ITS MEMBERS
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CONTINUING EDUCATION PROGRAMS, PRODUCTION AND SALE OF MATERIALS TO MEMBERS TO ASSIST IN MAINTAINING HIGH QUALITY AND CONFORMITY OF REAL ESTATE FORMS USED IN SERVICING THE LOCAL AREA.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt01467
IRS990/PYOtherExpensesAmt0188228
IRS990/PYOtherRevenueAmt05809
IRS990/PYProgramServiceRevenueAmt0301884
IRS990/PYRevenuesLessExpensesAmt036601
IRS990/PYSalariesCompEmpBnftPaidAmt084331
IRS990/PYTotalExpensesAmt0272559
IRS990/PYTotalRevenueAmt0309160
IRS990/ReconcilationRevenueExpnssAmt0-79499
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0383372
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0341713
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012574
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt095404
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0107978
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012574
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONTINUING EDUCATION PROGRAMS, PRODUCTION AND SALE OF MATERIALS TO MEMBERS TO ASSIST IN MAINTAINING HIGH QUALITY AND CONFORMITY OF REAL ESTATE FORMS USED IN SERVICING THE LOCAL AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE BOARD OF DIRECTORS WHO IN TURN ELECT THE OFFICERS OF THE ASSOCIATION FROM THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE ASSOCIATION CAN REVIEW THE ACTIONS TAKEN BY THE BOARD OF DIRECTORS AND CAN, IN A MEMBERSHIP MEETING, REQUIRE THE BOARD TAKE OTHER ACTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEW THE TAX RETURN AT REGULAR BOARD MEETING BEFORE IT IS SIGNED AND MAILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY WHEN NEW MEMBERS ARE ELECTED TO THE BOARD THE CONFLICT OF INTEREST POLICY IS REVIEWED AS IT APPLIES TO ALL BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATIONS BUSINESS OFFICE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EDUCATION - MEMBERS 12,112 0 0 TELEPHONE 9,059 0 0 FUNCTIONS 8,989 0 0 PENALTIES 8,709 0 0 MERCHANT FEES 6,323 0 0 MILEAGE REIMBURSEMENT 5,820 0 0 UTILITIES 2,513 0 0 COPIER MAINTENANCE 2,299 0 0 GIFTS/FLOWERS 2,187 0 0 PAYROLL PROCESSING FEES 820 0 0 COMMITTEES 586 0 0 EDUCATION - AE 535 0 0 RECOGNITION & AWARDS 333 0 0 ORIENTATION 135 0 0 AZ CORP COMMISSION 55 0 0 FORMS 23 0 0 ISSUES & MOBILIZATION 17 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02045
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02030
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0568913
IRS990/TotalAssetsEOYAmt0488475
IRS990/TotalAssetsGrp/BOYAmt0568913
IRS990/TotalAssetsGrp/EOYAmt0488475
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0404424
IRS990/TotalGrossUBIAmt0177131
IRS990/TotalLiabilitiesBOYAmt0142952
IRS990/TotalLiabilitiesEOYAmt0142013
IRS990/TotalLiabilitiesGrp/BOYAmt0142952
IRS990/TotalLiabilitiesGrp/EOYAmt0142013
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0425961
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0346462
IRS990/TotalProgramServiceRevenueAmt0320135
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0147794
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0324925
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0177131
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0568913
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0488475
IRS990/TravelGrp/TotalAmt016130
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0423916
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0344432
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine105658 HWY 260 SUITE D
IRS990/USAddress/City0LAKESIDE
IRS990/USAddress/State0AZ
IRS990/USAddress/ZIPCode085929
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.WMARONLINE.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE ASSISTANT
ReturnHeader/BusinessOfficerGrp/PhoneNum09285371107
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10WHITE MOUNTAIN ASSN OF REALTORS
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0942478966
ReturnHeader/Filer/PhoneNum09285371107
ReturnHeader/Filer/USAddress/AddressLine105658 HWY 260 SUITE D
ReturnHeader/Filer/USAddress/City0LAKESIDE
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085929
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10POSITIVE CHANGE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101630 E WHITE MTN BLVD SUITE C2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PINETOP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode085935
ReturnHeader/PreparerPersonGrp/PhoneNum09283672591
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY KUXHAUSEN
ReturnHeader/ReturnTs02014-05-15T16:31:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.31$1.28$0.72$0.91$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.36$1.48$0.73$0.59$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.41$1.33$0.72$0.54$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.41$1.17$0.68$0.44$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.34$0.94$0.57$0.35$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.31$0.71$0.44$0.35$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.27$0.62$0.40$0.32$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.30$0.54$0.42$0.31$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.26$0.42$0.38$0.36$0.02
2015Summary only. Only limited summary data is available for this year.$0.65$0.24$0.41$0.33$0.33$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.17$0.41$0.34$0.28$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.49$0.14$0.35$0.32$0.40$0.08
2012Summary only. Only limited summary data is available for this year.$0.57$0.14$0.43$0.31$0.27$0.04
2011Summary only. Only limited summary data is available for this year.$0.58$0.13$0.45$0.36$0.38$0.02
2010Summary only. Only limited summary data is available for this year.$0.58$0.13$0.45$0.36$0.38$0.02