Form 990 for tax year 2024

Filed by UPSTATE ALLIANCE OF REALTORS INC.

Totals

Total revenue: $776,951
Total expenses: $695,454
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $685,794
Investment income: $95,820
Other revenue: -$4,663
Total assets, end of year: $5,705,041
Total liabilities, end of year: $696,227
Net assets or fund balances, end of year: $5,008,814
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 $621,696 · related or exempt $621,696
2b · Program service revenue: MEMBER EDUCATION

total $64,098 · related or exempt $64,098
3 · Investment income

total $86,088 · excluded $86,088
6a · Gross rents

real property $39,264
6b · Less rental expenses

real property $24,865
6c · Rental income or loss

real property $14,399
6d · Net rental income or loss

total $14,399 · unrelated business $14,399
7a · Gross sales of assets other than inventory

securities $688,084
7b · Less cost or other basis and sales expenses

securities $678,352
7c · Gain or loss

securities $9,732
7d · Net gain or loss

total $9,732 · excluded $9,732
8a · Fundraising events: gross income

$26,705
8b · Fundraising events: direct expenses

$21,767
8c · Net income from fundraising events

total $4,938
9a · Gaming: gross income

$20,128
9b · Gaming: direct expenses

$41,371
9c · Net income from gaming

total -$21,243 · excluded -$21,243
10a · Gross sales of inventory

$245
10b · Cost of goods sold

$3,707
10c · Net income from sales of inventory

total -$3,462 · unrelated business -$3,462
11a · Other revenue: OTHER INCOME

total $705 · related or exempt $705
11e · Other revenue, total

$705

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $66,875
6 · Compensation of disqualified persons

total $22,536
7 · Other salaries and wages

total $193,094
8 · Pension plan contributions

total $13,270
9 · Other employee benefits

total $29,512
10 · Payroll taxes

total $20,901
11b · Fees: legal

total $9,616
11c · Fees: accounting

total $15,920
11g · Fees: other

total $59,130
13 · Office expenses

total $14,530
14 · Information technology

total $6,752
16 · Occupancy

total $18,911
19 · Conferences, conventions and meetings

total $39,914
22 · Depreciation, depletion and amortization

total $20,901
24a · Other expenses: EDUCATION EXPENSE

total $65,905
24b · Other expenses: ECONOMIC DEVELOPMENT

total $28,968
24c · Other expenses: MEMBERSHIP SERVICES-NET

total $24,032
24d · Other expenses: SERVICE CHARGES

total $17,188
24e · All other expenses

total $27,499

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $448,181 · end of year $505,598
2 · Savings and temporary cash investments

beginning of year $203,219 · end of year $324,882
4 · Accounts receivable

beginning of year $1,857 · end of year $1,675
8 · Inventories for sale or use

beginning of year $4,595 · end of year $888
9 · Prepaid expenses and deferred charges

end of year $929
10a · Land, buildings and equipment: cost or other basis

$1,270,990
10b · Land, buildings and equipment: accumulated depreciation

$653,081
10c · Land, buildings and equipment, net

beginning of year $625,453 · end of year $617,909
11 · Investments: publicly traded securities

beginning of year $2,446,049 · end of year $2,670,114
15 · Other assets

beginning of year $1,521,703 · end of year $1,583,046
17 · Accounts payable and accrued expenses

beginning of year $40,108 · end of year $72,808
19 · Deferred revenue

beginning of year $471,828 · end of year $605,985
25 · Other liabilities

beginning of year $1,627 · end of year $17,434
27 · Net assets without donor restrictions

beginning of year $4,737,494 · end of year $5,008,814

Mission and programs · 2024

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, 2024 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 512 EDUCATION CERTIFICATES WERE ISSUED IN 2024.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Michael PatmoreMICHAEL PATMORE

PRESIDENT

Total calculated

$0

Hours/week

2
Sue TeasdaleSUE TEASDALE

VICE PRESIDE

Total calculated

$0

Hours/week

2
Jackie McBrideJACKIE MCBRIDE

TREASURER/SE

Total calculated

$0

Hours/week

2
James ReecerJAMES REECER

DIRECTOR

Total calculated

$0

Hours/week

2
Kim WardKIM WARD

DIRECTOR

Total calculated

$0

Hours/week

2
Beverly GrzychBEVERLY GRZYCH

DIRECTOR

Total calculated

$0

Hours/week

2
Beth GoldsmithBETH GOLDSMITH

DIRECTOR

Total calculated

$0

Hours/week

2
Clay WeirCLAY WEIR

DIRECTOR

Total calculated

$0

Hours/week

2
Rudy KochRUDY KOCH

DIRECTOR

Total calculated

$0

Hours/week

2
Linda WilliamsLINDA WILLIAMS

DIRECTOR

Total calculated

$0

Hours/week

2
Gemma McClendonGEMMA MCCLENDON

DIRECTOR

Total calculated

$0

Hours/week

2
Jamie LanciaJAMIE LANCIA

DIRECTOR

Total calculated

$0

Hours/week

2
Angela HarouffANGELA HAROUFF

DIRECTOR

Total calculated

$0

Hours/week

2
Jen LukeJEN LUKE

DIRECTOR

Total calculated

$0

Hours/week

2
Chris ParkerCHRIS PARKER

DIRECTOR

Total calculated

$0

Hours/week

2
Kim Haneline-PatmoreKIM HANELINE-PATMORE

DIRECTOR

Total calculated

$0

Hours/week

2
Amie SprungerAMIE SPRUNGER

DIRECTOR

Total calculated

$0

Hours/week

2
Adam SmithADAM SMITH

EXECUTIVE OF

Total calculated

$133,750

From this org

$133,750

From related orgs

$0

Other

$0

Hours/week

40

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.

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: 2024
Filed: 17 November 2025
IRS schema version: 2024v5.0
Source object: 202533219349305683

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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