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Nonprofiteer
← UPSTATE ALLIANCE OF REALTORS INC

Form 990 for tax year 2022

Filed by UPSTATE ALLIANCE OF REALTORS INC.

Totals

Total revenue
$799,577
Total expenses
$611,068
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$673,592
Investment income
$109,568
Other revenue
$16,417
Total assets, end of year
$4,885,485
Total liabilities, end of year
$459,977
Net assets or fund balances, end of year
$4,425,508
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 2a · Program service revenue: MEMBERSHIP DUES & ASSESSMENTS

    total $606,852 · related or exempt $606,852

  • 2b · Program service revenue: MEMBER EDUCATION

    total $66,740 · related or exempt $66,740

  • 3 · Investment income

    total $54,285 · excluded $54,285

  • 6a · Gross rents

    real property $45,792

  • 6b · Less rental expenses

    real property $29,705

  • 6c · Rental income or loss

    real property $16,087

  • 6d · Net rental income or loss

    total $16,087 · unrelated business $16,087

  • 7a · Gross sales of assets other than inventory

    securities $1,369,658

  • 7b · Less cost or other basis and sales expenses

    securities $1,314,375

  • 7c · Gain or loss

    securities $55,283

  • 7d · Net gain or loss

    total $55,283 · excluded $55,283

  • 8a · Fundraising events: gross income

    $19,332

  • 8b · Fundraising events: direct expenses

    $23,303

  • 8c · Net income from fundraising events

    total -$3,971

  • 9a · Gaming: gross income

    $47,511

  • 9b · Gaming: direct expenses

    $43,051

  • 9c · Net income from gaming

    total $4,460 · excluded $4,460

  • 10a · Gross sales of inventory

    $2,016

  • 10b · Cost of goods sold

    $2,565

  • 10c · Net income from sales of inventory

    total -$549 · unrelated business -$549

  • 11a · Other revenue: OTHER INCOME

    total $390 · related or exempt $390

  • 11e · Other revenue, total

    $390

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $73,839

  • 7 · Other salaries and wages

    total $127,155

  • 8 · Pension plan contributions

    total $10,401

  • 9 · Other employee benefits

    total $13,478

  • 10 · Payroll taxes

    total $16,593

  • 11c · Fees: accounting

    total $19,180

  • 11g · Fees: other

    total $48,869

  • 13 · Office expenses

    total $22,073

  • 14 · Information technology

    total $9,968

  • 16 · Occupancy

    total $15,428

  • 19 · Conferences, conventions and meetings

    total $35,291

  • 22 · Depreciation, depletion and amortization

    total $25,464

  • 24a · Other expenses: EDUCATION EXPENSE

    total $70,516

  • 24b · Other expenses: MEMBERSHIP SERVICES-NET

    total $48,002

  • 24c · Other expenses: ECONOMIC DEVELOPMENT

    total $22,402

  • 24d · Other expenses: SERVICE CHARGES

    total $13,983

  • 24e · All other expenses

    total $38,426

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $796,119 · end of year $519,962

  • 2 · Savings and temporary cash investments

    beginning of year $49,647 · end of year $99,730

  • 4 · Accounts receivable

    beginning of year $9,916 · end of year $1,704

  • 8 · Inventories for sale or use

    beginning of year $702 · end of year $3,453

  • 10a · Land, buildings and equipment: cost or other basis

    $1,222,250

  • 10b · Land, buildings and equipment: accumulated depreciation

    $608,260

  • 10c · Land, buildings and equipment, net

    beginning of year $661,002 · end of year $613,990

  • 11 · Investments: publicly traded securities

    beginning of year $2,194,827 · end of year $2,203,481

  • 14 · Intangible assets

    end of year $2,950

  • 15 · Other assets

    beginning of year $1,517,680 · end of year $1,440,215

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,047 · end of year $21,348

  • 19 · Deferred revenue

    beginning of year $473,014 · end of year $435,244

  • 25 · Other liabilities

    end of year $3,385

  • 27 · Net assets without donor restrictions

    beginning of year $4,737,832 · end of year $4,425,508

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS TO UNITE THOSE ENGAGED IN THE REAL ESTATE PROFESSION TO PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT, AND TO PROVIDE A UNIFIED MEDIUM TO SAFEGUARD AND ADVANCE THE INTEREST OF THOSE IN THE REAL ESTATE PROFESSION IN THE COMMUNITY AND WITH OTHER STATE AND NATIONAL REALTOR ORGANIZATIONS.

Activities or mission (Part I)

THE ORGANIZATION UNITES THOSE ENGAGED IN THE REAL ESTATE PROFESSION TO PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT, AND TO PROVIDE A UNIFIED MEDIUM TO SAFEGUARD AND ADVANCE THE INTEREST OF THOSE IN THE REAL ESTATE PROFESSION IN THE COMMUNITY AND WITH OTHER STATE AND NATIONAL REALTOR ORGANIZATIONS.

  • THE ORGANIZATION HELD THEIR ANNUAL REALTOR PARTY, 2022 RPAC FUNDRAISING CAMPAIGN, AND CONTINUED TO GIVE BACK TO THE COMMUNITY. THE ORGANIZATION ALSO PROVIDED EDUCATIONAL SERVCIES TO ITS MEMBERSHIP FOR PRE-LICENSING AND OTHER CONTINUING EDUCATION CLASSES THROUGHOUT THE YEAR. A TOTAL OF 982 EDUCATION CERTIFICATES WERE ISSUED IN 2022.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Belew

    EXECUTIVE OF

    Total calculated
    $170,507
    From this org
    $147,678
    From related orgs
    $0
    Other
    $22,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,678
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,861
    Nontaxable benefits
    $13,968
    Filer's total
    $170,507

  • Joel Essex

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Michael Patmore

    SECRETARY /T

    Total calculated
    $0
    Hours/week
    2

  • Kim Ward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Beverly Grzych

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Patrick Maloblocki

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Clay Weir

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ed McCutcheon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • James Reecer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Gemma McClendon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Donald Patmore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jamie Lancia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dave Dehaven

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Angela Grable

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nick Huffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jonathan Morales

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • UPSTATE ALLIANCE OF REALTORS MLS

    MLS · IN · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202303199349302480

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