Form 990 for tax year 2023
Filed by NORTH BAY ASSOCIATION OF REALTORS.
Totals
- Total revenue
- $1,373,855
- Total expenses
- $1,564,390
- Contributions and grants received
- $1,314,774
- Grants paid
- $16,021
- Program service revenue
- $26,197
- Investment income
- $33,393
- Other revenue
- -$509
- Total assets, end of year
- $1,753,658
- Total liabilities, end of year
- $1,075,080
- Net assets or fund balances, end of year
- $678,578
- Program services expenses (Part IX)
- $846,448
- Management and general expenses
- $717,942
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $846,448
Program services were 54.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$1,314,774
-
2a · Program service revenue: CHAPTER FUNCTIONS
total $22,110 · related or exempt $22,110
-
2b · Program service revenue: OTHER MEMBER SERVICES
total $4,087 · related or exempt $4,087
-
3 · Investment income
total $23,698 · excluded $23,698
-
7a · Gross sales of assets other than inventory
securities $8,943 · other assets $752
-
7b · Less cost or other basis and sales expenses
securities $0 · other assets $0
-
7c · Gain or loss
securities $8,943 · other assets $752
-
7d · Net gain or loss
total $9,695 · related or exempt $752 · unrelated business $8,943
-
10a · Gross sales of inventory
$6,352
-
10b · Cost of goods sold
$6,861
-
10c · Net income from sales of inventory
total -$509 · related or exempt -$509
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $16,021 · program services $16,021
-
5 · Compensation of officers, directors and key employees
total $434,981 · program services $256,390 · management and general $178,591
-
7 · Other salaries and wages
total $329,228 · program services $197,537 · management and general $131,691
-
8 · Pension plan contributions
total $12,924 · program services $7,754 · management and general $5,170
-
9 · Other employee benefits
total $33,380 · program services $20,028 · management and general $13,352
-
10 · Payroll taxes
total $51,196 · program services $30,718 · management and general $20,478
-
11b · Fees: legal
total $37,418 · program services $22,451 · management and general $14,967
-
11c · Fees: accounting
total $22,274 · program services $2,227 · management and general $20,047
-
11g · Fees: other
total $44,713 · program services $44,713
-
13 · Office expenses
total $5,114 · program services $1,534 · management and general $3,580
-
16 · Occupancy
total $198,030 · program services $108,916 · management and general $89,114
-
17 · Travel
total $2,873 · program services $1,149 · management and general $1,724
-
19 · Conferences, conventions and meetings
total $112,511 · program services $112,511
-
22 · Depreciation, depletion and amortization
total $20,393 · program services $8,157 · management and general $12,236
-
23 · Insurance
total $8,485 · program services $1,697 · management and general $6,788
-
24a · Other expenses: OTHER EXPENSE
total $150,860 · management and general $150,860
-
24b · Other expenses: BANK CHARGES
total $34,805 · management and general $34,805
-
24c · Other expenses: TELEPHONE
total $21,147 · program services $6,344 · management and general $14,803
-
24d · Other expenses: EQUIPMENT RENTAL & MAIN
total $12,092 · program services $3,628 · management and general $8,464
-
24e · All other expenses
total $15,945 · program services $4,673 · management and general $11,272
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,340 · end of year $289
-
2 · Savings and temporary cash investments
beginning of year $1,075,754 · end of year $1,274,668
-
4 · Accounts receivable
beginning of year $20,576 · end of year $12,863
-
8 · Inventories for sale or use
beginning of year $8,515 · end of year $3,736
-
9 · Prepaid expenses and deferred charges
beginning of year $68,285 · end of year $60,355
-
10a · Land, buildings and equipment: cost or other basis
$271,750
-
10b · Land, buildings and equipment: accumulated depreciation
$226,841
-
10c · Land, buildings and equipment, net
beginning of year $57,612 · end of year $44,909
-
11 · Investments: publicly traded securities
beginning of year $100 · end of year $100
-
15 · Other assets
beginning of year $525,877 · end of year $356,738
-
17 · Accounts payable and accrued expenses
beginning of year $37,542 · end of year $49,097
-
19 · Deferred revenue
beginning of year $344,960 · end of year $535,250
-
25 · Other liabilities
beginning of year $572,367 · end of year $490,733
-
27 · Net assets without donor restrictions
beginning of year $804,190 · end of year $678,578
Mission and programs · 2023
Mission
THE NORTH BAY ASSOCIATION OF REALTORS IS A UNIFIED ORGANIZATION BENEFICIALLY REPRESENTING ALL ASPECTS OF ORGANIZED REAL ESTATE, DEDICATED TO SERVING ITS MEMBERS, THE INDUSTRY AND THE COMMUNITY THROUGH THE PROMOTION OF PROFESSIONAL STANDARDS AND ETHICS, PRIVATE PROPERTY RIGHTS AND SERVICES THAT INCREASE THE SUCCESS OF OUR MEMBERS.
Activities or mission (Part I)
REAL ESTATE TRADE ASSOCIATION
-
MEMBER EDUCATION PROGRAMS: EDUCATIONAL SEMINARS, WORKSHOPS, COMPUTER-BASED, ON-LINE AND VIDEO CLASSES.
Expenses $112,511
-
MEMBER INFORMATION: INDUSTRY TRENDS AND OTHER INFORMATION UPDATES THROUGH NEWSLETTERS, PUBLICATIONS, BROADCAST FAXES, THE INTERNET, AND MEETINGS AND CONFERENCES. OVERALL PROMOTION OF THE INDUSTRY, PROFESSIONAL STANDARDS, AND GOVERNMENTAL AFFAIRS.
Expenses $733,937
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Lori BoatrightLORI BOATRIGHT
FIRST VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Michelle CardozaMICHELLE CARDOZA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Diana GorsiskiDIANA GORSISKI
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Carla GriffinCARLA GRIFFIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen GrotteKAREN GROTTE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey KramJEFFREY KRAM
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
George LagoydaGEORGE LAGOYDA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jan LoewenJAN LOEWEN
AFFILIATE DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lori SaccoLORI SACCO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard SelzerRICHARD SELZER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennie SimpsonJENNIE SIMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kate SpadarottoKATE SPADAROTTO
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Larry SpiteriLARRY SPITERI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heather ThurberHEATHER THURBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Donald WalshDONALD WALSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa BadenfortLISA BADENFORT
CHIEF EXECUTIVE OFFICER
- Total calculated
- $193,574
- From this org
- $183,268
- From related orgs
- $0
- Other
- $10,306
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,000
- Bonus
- $1,268
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $10,306
- Filer's total
- $193,574
-
Teresa BiondiTERESA BIONDI
FINANCE DIRECTOR
- Total calculated
- $132,570
- From this org
- $120,076
- From related orgs
- $0
- Other
- $12,494
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $118,709
- Bonus
- $1,367
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $12,494
- Filer's total
- $132,570
-
Joseph SchneiderJOSEPH SCHNEIDER
GOVERNMENTAL AFFAIRS DIREC
- Total calculated
- $108,836
- From this org
- $106,763
- From related orgs
- $0
- Other
- $2,073
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $106,763
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $2,073
- Filer's total
- $108,836
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202421929349301467
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