Civic Intelligence

Palm Springs Regional Association of Realtors

990 • Fiscal year 2013 • EIN 95-1808416

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 26, 2014

4045 E Ramon Rd92264

(760) 327-3990

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.21x

Higher debt load relative to assets than 63% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.25x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Net Margin

31st percentile

-1.2%

Higher net margin than 31% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

51st percentile

$70,243

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Asset Growth

5th percentile

-29%

Faster asset growth than 5% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

21st percentile

-5.5%

Faster revenue growth than 21% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Assets

Down

$751,876

Down $304,840 (-29%) from 2012

Net Assets

Down

$593,216

Down $7,991 (-1.3%) from 2012

Liabilities

Down

$158,660

Down $296,849 (-65%) from 2012

Revenue

Down

$639,683

Down $37,349 (-5.5%) from 2012

Expenses

Up

$647,674

Up $75,046 (+13%) from 2012

Net Income

Down

-$7,991

Down $112,395 (-108%) from 2012

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 2011: $1,007,252Liabilities 2011: $510,449Net Assets 2011: $496,8032011Assets 2012: $1,056,716Liabilities 2012: $455,509Net Assets 2012: $601,2072012Assets 2013: $751,876Liabilities 2013: $158,660Net Assets 2013: $593,2162013Assets 2014: $646,417Liabilities 2014: $93,827Net Assets 2014: $552,5902014Assets 2015: $1,086,436Liabilities 2015: $685,045Net Assets 2015: $401,3912015Assets 2016: $648,681Liabilities 2016: $265,749Net Assets 2016: $382,9322016Assets 2017: $719,533Liabilities 2017: $342,133Net Assets 2017: $377,4002017Assets 2018: $779,128Liabilities 2018: $273,769Net Assets 2018: $505,3592018Assets 2019: $856,212Liabilities 2019: $193,254Net Assets 2019: $662,9582019Assets 2020: $986,320Liabilities 2020: $261,014Net Assets 2020: $725,3062020Assets 2021: $1,221,521Liabilities 2021: $327,027Net Assets 2021: $894,4942021Assets 2022: $1,366,512Liabilities 2022: $359,832Net Assets 2022: $1,006,6802022Assets 2023: $1,319,686Liabilities 2023: $319,406Net Assets 2023: $1,000,2802023Assets 2024: $1,319,998Liabilities 2024: $347,283Net Assets 2024: $972,7152024

Highlighted filing

2013

Assets$751,876
Liabilities$158,660
Net Assets$593,216

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $546,433Expenses 2011: $708,442Net Income 2011: -$162,0092011Revenue 2012: $677,032Expenses 2012: $572,628Net Income 2012: $104,4042012Revenue 2013: $639,683Expenses 2013: $647,674Net Income 2013: -$7,9912013Revenue 2014: $998,246Expenses 2014: $1,038,872Net Income 2014: -$40,6262014Revenue 2015: $843,087Expenses 2015: $884,801Net Income 2015: -$41,7142015Revenue 2016: $950,711Expenses 2016: $969,170Net Income 2016: -$18,4592016Revenue 2017: $857,332Expenses 2017: $866,788Net Income 2017: -$9,4562017Revenue 2018: $922,412Expenses 2018: $794,603Net Income 2018: $127,8092018Revenue 2019: $1,023,578Expenses 2019: $865,979Net Income 2019: $157,5992019Revenue 2020: $998,212Expenses 2020: $913,754Net Income 2020: $84,4582020Revenue 2021: $1,257,983Expenses 2021: $1,088,840Net Income 2021: $169,1432021Revenue 2022: $1,213,242Expenses 2022: $1,101,056Net Income 2022: $112,1862022Revenue 2023: $1,189,854Expenses 2023: $1,196,029Net Income 2023: -$6,1752023Revenue 2024: $1,127,068Expenses 2024: $1,194,971Net Income 2024: -$67,9032024

Highlighted filing

2013

Revenue$639,683
Expenses$647,674
Net Income-$7,991
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 26, 2014
Return Version
2013v3.1
Gross Receipts
$639,683
Mission and Program Overview

Mission

To provide support and professional assistance to members (real estate professionals); to promote professionalism within the industry and to provide memebers with the tools to become proficient in the industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$494,348$473,078▼ $21,270
Accounts Receivable$464,983--
Cash and Non-Interest-Bearing Accounts$69,042$270,782▲ $201,740
Inventories for Sale or Use$22,861--
Prepaid Expenses and Deferred Charges$5,482$8,016▲ $2,534
Total Assets$1,056,716$751,876▼ $304,840
Liabilities
Deferred Revenue$208,264$86,291▼ $121,973
Accounts Payable and Accrued Expenses$247,245$72,369▼ $174,876
Total Liabilities$455,509$158,660▼ $296,849
Net Assets / Fund Balance
Unrestricted Net Assets$601,207$593,216▼ $7,991
Total Net Assets Fund Balance$601,207$593,216▼ $7,991
Total Liabilities and Net Assets / Fund Balance$1,056,716$751,876▼ $304,840

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$351,297$479,858$831,155
Land$119,000-$119,000
Equipment$2,781$3,709$6,490
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Randy WeimerExecutive DiPT$70,243$70,243

Board Members and Trustees

NameTitle
Dwayne CarrierPresident
Art ObesterDirector
Becky BryanDirector
David CantwellDirector
Janice KaminskyDirector
Jim FranklinDirector
Karen TabbahDirector
Tim WelberryDirector
John BurgeSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$598,005
Investment Income
$0
Other Revenue
$41,678
Change in Net Assets
$-7,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$413,407
Salaries, Compensation, and Employee Benefits$229,411
Grants and Similar Amounts Paid$4,856
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$109,242--$109,242
All Other Expenses$91,585--$91,585
Current Officers, Directors, Trustees, and Key Employees$70,243--$70,243
Other Employee Benefits$31,886--$31,886
Depreciation Depletion$27,938--$27,938
Occupancy$25,718--$25,718
Payroll Taxes$18,040--$18,040
Other Expenses$16,599--$16,599
Insurance$10,863--$10,863
Information Technology$8,205--$8,205
Fees for Services Accounting$6,909--$6,909
Fees for Services Legal$6,029--$6,029
Grants to Domestic Orgs$4,856--$4,856
Conferences and Meetings$3,288--$3,288
Advertising$1,050--$1,050
Fees for Services Other$42--$42
Total Functional Expenses$647,674$0$0$647,674
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
95-1808416
Phone
7603273990

Signing Officer

Name
David Hallen
Title
Officer
Phone
7603273990
Signed
2014-09-26
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Preparer
Gregory D Barton CPA
Phone
7609696499
Supplemental Narrative

Additional Explanations

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

Promote and maintain high standards in the real estate profession.

Form 990, Part IX, Line 24E

Property taxes 13,241 0 0 credit card discounts 10,333 0 0 directors car expenses 10,121 0 0 education expenses 9,141 0 0 outside services 8,704 0 0 office supplies 7,987 0 0 dues & subscriptions 6,986 0 0 other operating expenses 6,914 0 0 repairs & maintenance 3,646 0 0 telephone 3,438 0 0 equipment lease 3,230 0 0 public relations 3,019 0 0 postage 2,938 0 0 printing & publications 1,854 0 0 bank charges 33 0 0

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROMOTE AND MAINTAIN HIGH STANDARDS IN THE REAL ESTATE PROFESSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROPERTY TAXES 13,241 0 0 CREDIT CARD DISCOUNTS 10,333 0 0 DIRECTORS CAR EXPENSES 10,121 0 0 EDUCATION EXPENSES 9,141 0 0 OUTSIDE SERVICES 8,704 0 0 OFFICE SUPPLIES 7,987 0 0 DUES & SUBSCRIPTIONS 6,986 0 0 OTHER OPERATING EXPENSES 6,914 0 0 REPAIRS & MAINTENANCE 3,646 0 0 TELEPHONE 3,438 0 0 EQUIPMENT LEASE 3,230 0 0 PUBLIC RELATIONS 3,019 0 0 POSTAGE 2,938 0 0 PRINTING & PUBLICATIONS 1,854 0 0 BANK CHARGES 33 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01056716
IRS990/TotalAssetsEOYAmt0751876
IRS990/TotalAssetsGrp/BOYAmt01056716
IRS990/TotalAssetsGrp/EOYAmt0751876
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0647674
IRS990/TotalFunctionalExpensesGrp/TotalAmt0647674
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0455509
IRS990/TotalLiabilitiesEOYAmt0158660
IRS990/TotalLiabilitiesGrp/BOYAmt0455509
IRS990/TotalLiabilitiesGrp/EOYAmt0158660
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0601207
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0593216
IRS990/TotalOtherProgSrvcExpenseAmt0647674
IRS990/TotalOtherProgSrvcGrantAmt04856
IRS990/TotalProgramServiceExpensesAmt0647674
IRS990/TotalProgramServiceRevenueAmt0598005
IRS990/TotalReportableCompFromOrgAmt070243
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0639683
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0639683
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01056716
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0751876
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0601207
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0593216
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0PSBOARDOFREALTORS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07603273990
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10PALM SPRINGS REGIONAL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0951808416
ReturnHeader/Filer/PhoneNum07603273990
ReturnHeader/Filer/USAddress/AddressLine104045 E RAMON RD
ReturnHeader/Filer/USAddress/City0PALM SPRINGS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092264
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954770856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GREGORY D BARTON CPA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10777 E TAHQUITZ CANYON WAY STE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PALM SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0922626798
ReturnHeader/PreparerPersonGrp/PhoneNum07609696499
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY D BARTON CPA
ReturnHeader/ReturnTs02014-10-14T12:28:11-05:00
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.$1.32$0.35$0.97$1.13$1.19$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.32$1.00$1.19$1.20$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.36$1.01$1.21$1.10$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.33$0.89$1.26$1.09$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.26$0.73$1.00$0.91$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.19$0.66$1.02$0.87$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.27$0.51$0.92$0.79$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.34$0.38$0.86$0.87$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.27$0.38$0.95$0.97$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.69$0.40$0.84$0.88$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.09$0.55$1.00$1.04$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.75$0.16$0.59$0.64$0.65$0.01
2012Summary only. Only limited summary data is available for this year.$1.06$0.46$0.60$0.68$0.57$0.10
2011Summary only. Only limited summary data is available for this year.$1.01$0.51$0.50$0.55$0.71$0.16