Orange County Realtors: Nonprofit Profile, Financials & Form 990 (EIN 95-2873622)

Revenue by fiscal year
FY2020	$10.5M
FY2021	$12.1M
FY2022	$12.5M
FY2023	$13.3M
FY2024	$13.6M

Expenses by fiscal year
FY2020	$9.5M
FY2021	$10.8M
FY2022	$12.2M
FY2023	$13.0M
FY2024	$12.8M

Net assets by fiscal year
FY2020	$6.5M
FY2021	$7.9M
FY2022	$7.6M
FY2023	$8.4M
FY2024	$9.4M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1975.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

31 people listed on the 990; $1.7M paid to officers and key staff.

Part VII, Section A · reportable compensation

David N Stefanides

CEO

$405,845Pt VII · Sec A

Elisabeth Barndt

CFO

$342,343Pt VII · Sec A

Sandra Lopez

Association Services Director

$194,931Pt VII · Sec A

Sabrina Blair

Director of Communications

$181,500Pt VII · Sec A

Tiffany M Gardner

Director of Policy & Risk

$174,829Pt VII · Sec A

Citlalic Robles

Director of Pro Standards

$156,931Pt VII · Sec A

Debra L Ritter

Unknown

$139,314Pt VII · Sec A

Ed Molina

President-Elect (eff 05/24)

$18,798Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2024	FY2023	FY2022	FY2021	FY2020
David N Stefanides	$405,845	$464,952	—	—	—
Elisabeth Barndt	$342,343	$378,148	—	—	$261,085
Stefanides N David	—	—	$374,992	$368,677	—
Stefanides Dave	—	—	—	—	$365,557
Barndt Elisabeth	—	—	$293,579	$269,987	—
Dirissy D Doan	—	$224,939	—	—	—
Sandra Lopez	$194,931	$223,069	—	—	—
Sabrina Blair	$181,500	$198,139	—	—	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Orange County Realtors executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers education and support to real estate professionals.

Provided by the organization

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1 program · in their own filed words · FY2024

01

The realtors association provided educational services and maintained programs to benefits its members in the real estate profession.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

California Association of Realtors INCFY2024$102K

Total grants receivedfrom 1 funder$102K

Grants paid · 2 grants · $10K · 2020–2020

California Community FoundationCA · FY2020$5,000

National Association of RealtorsIL · FY2020$5,000

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$13.6M

Ln 12

Fees for servicesLn 2g$13.1M

Investment incomeLn 3$560K

Money outPt IX

$12.8M

Ln 25

Owns and owesPt X

$9.4M

net assets · Ln 32

Cash and savingsLn 1–2$6.8M

Total assetsLn 16$12.8M

LiabilitiesLn 26$3.5M

PeoplePt VI, VII

31

listed · VII A

PaidVII A19

Voting boardVI 1a23

IndependentVI 1b22

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$13.1M

Investment incomeLn 3$560K

Gains on assetsLn 7$63K

Total revenueLn 12$13.6M

Assets in detailPt X, end of year

CashLn 1$1.3M

SavingsLn 2$5.5M

Cash and savings togetherLn 1–2$6.8M

InvestmentsLn 11–13$3.8M

Land, buildings, equipmentLn 10c$2.1M

Other assetsLn 15$0

Total assetsLn 16$12.8M

LiabilitiesLn 26$3.5M

Net assetsLn 32$9.4M

OperationsPt I, VI

EmployeesI 535

VolunteersI 6130

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$7.7M	$6.8M
InvestmentsLn 11–13	$3.6M	$3.8M
Land, buildings, equipmentLn 10c	$487K	$2.1M
Total assetsLn 16	$11.9M	$12.8M
LiabilitiesLn 26	$3.6M	$3.5M
Net assetsLn 32	$8.4M	$9.4M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$15K
Grants to domestic individualsLn 2	$0
Grants and assistance to foreign recipientsLn 3	$0
Benefits paid to or for membersLn 4	$0
Pay of current officers, directors and key staffLn 5	$902K
Pay of disqualified personsLn 6	$0
Other salaries and wagesLn 7	$3.2M
Pension plan contributionsLn 8	$314K
Other employee benefitsLn 9	$324K
Payroll taxesLn 10	$294K
Management feesLn 11a	$0
Legal feesLn 11b	$65K
Accounting feesLn 11c	$24K
Lobbying feesLn 11d	$0
Professional fundraising feesLn 11e	$0
Investment management feesLn 11f	$36K
Other fees for servicesLn 11g	$5.1M
Advertising and promotionLn 12	$128K
Office expensesLn 13	$343K
Information technologyLn 14	$234K
RoyaltiesLn 15	$0
OccupancyLn 16	$432K
TravelLn 17	$538K
Travel and entertainment for public officialsLn 18	$0
Conferences, conventions and meetingsLn 19	$506K
InterestLn 20	$0
Payments to affiliatesLn 21	$0
Depreciation, depletion and amortizationLn 22	$69K
InsuranceLn 23	$54K
Other expenses (24a–d)Ln 24	$217K
Total functional expensesLn 25	$12.8M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$13.6M	$12.8M	$809K	$9.4M	990 PDF
FY2023	$13.3M	$13.0M	$369K	$8.4M	990 PDF
FY2022	$12.5M	$12.2M	$346K	$7.6M	990 PDF
FY2021	$12.1M	$10.8M	$1.3M	$7.9M	990 PDF
FY2020	$10.5M	$9.5M	$1.0M	$6.5M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (6 parts)

Part I · Summary $13,573,278 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $54,400$0

I-9 Program service revenuePrior year $13,058,990$13,067,957

I-10 Investment incomePrior year $299,023$560,246

I-11 Other revenuePrior year −$78,419−$54,925

I-12 Total revenuePrior year $13,333,994$13,573,278

I-13 Grants and similar amounts paidPrior year $10,500$15,000

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $4,666,673$4,993,780

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $8,288,028$7,755,702

I-18 Total expensesPrior year $12,965,201$12,764,482

I-19 Revenue less expensesPrior year $368,793$808,796

Part VI · Governance 22 of 23 board members independent, no flags

VI-1a Voting members of the governing body23

VI-1b Independent voting members22

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $13,573,278 across 9 lines filed

Lines not itemized here account for −$54,314 of total revenue; see the IRS return.

VIII-1h Total contributions, gifts and grants$0

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,300,953 · Unrelated business $8,759,938$13,060,891

VIII-3 Investment incomeExcluded from tax $496,824$496,824

VIII-5 Royalties$0

VIII-6 Net rental income or loss$0

VIII-7 Net gain or loss on sales of assetsExcluded from tax $63,422$63,422

VIII-8 Net income from fundraising events$0

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $6,455$6,455

VIII-12 Total revenueRelated to mission $4,314,474 · Unrelated business $8,698,558 · Excluded from tax $560,246$13,573,278

Part IX · Statement of functional expenses $12,764,482 across 30 lines filed

IX-1 Grants to domestic organizations$15,000

IX-2 Grants to domestic individuals$0

IX-3 Grants and assistance to foreign recipients$0

IX-4 Benefits paid to or for members$0

IX-5 Pay of current officers, directors and key staff$902,436

IX-6 Pay of disqualified persons$0

IX-7 Other salaries and wages$3,159,279

IX-8 Pension plan contributions$314,040

IX-9 Other employee benefits$323,762

IX-10 Payroll taxes$294,263

IX-11a Management fees$0

IX-11b Legal fees$64,642

IX-11c Accounting fees$23,712

IX-11d Lobbying fees$0

IX-11e Professional fundraising fees$0

IX-11f Investment management fees$35,656

IX-11g Other fees for services$5,110,296

IX-12 Advertising and promotion$128,267

IX-13 Office expenses$342,806

IX-14 Information technology$234,207

IX-15 Royalties$0

IX-16 Occupancy$432,209

IX-17 Travel$537,756

IX-18 Travel and entertainment for public officials$0

IX-19 Conferences, conventions and meetings$505,750

IX-20 Interest$0

IX-21 Payments to affiliates$0

IX-22 Depreciation, depletion and amortization$69,017

IX-23 Insurance$54,417

IX-24 Other expenses (24a–d)$216,967

IX-25 Total functional expenses$12,764,482

Part X · Balance sheet $12,812,989 assets, 24 lines filed

X-1 Cash, non-interest-bearingStart of year $812,946$1,266,851

X-2 Savings and temporary cash investmentsStart of year $6,883,557$5,522,619

X-3 Pledges and grants receivableStart of year $0$0

X-4 Accounts receivableStart of year $0$0

X-8 Inventories for sale or useStart of year $112,743$90,477

X-9 Prepaid expenses and deferred chargesStart of year $0$22,245

X-10c Land, buildings and equipment, netStart of year $487,481$2,062,474

X-11 Publicly traded securitiesStart of year $3,616,616$3,848,323

X-12 Other securitiesStart of year $0$0

X-13 Program-related investmentsStart of year $0$0

X-14 Intangible assetsStart of year $0$0

X-15 Other assetsStart of year $22,245$0

X-16 Total assetsStart of year $11,935,588$12,812,989

X-17 Accounts payable and accrued expensesStart of year $0$0

X-18 Grants payableStart of year $0$0

X-19 Deferred revenueStart of year $3,249,957$3,196,408

X-20 Tax-exempt bond liabilitiesStart of year $0$0

X-24 Unsecured notes and loans payableStart of year $0$0

X-25 Other liabilitiesStart of year $334,793$260,462

X-26 Total liabilitiesStart of year $3,584,750$3,456,870

X-27 Net assets without donor restrictionsStart of year $8,350,838$9,356,119

X-28 Net assets with donor restrictionsStart of year $0$0

X-32 Total net assets or fund balancesStart of year $8,350,838$9,356,119

X-33 Total liabilities and net assetsStart of year $11,935,588$12,812,989

Part XI · Reconciliation of net assets $9,356,119 net assets at year end

XI-1 Total revenue$13,573,278

XI-2 Total expenses$12,764,482

XI-3 Revenue less expenses$808,796

XI-4 Net assets at start of year$8,350,838

XI-5 Net unrealized gains (losses) on investments$83,018

XI-9 Other changes in net assets$113,467

XI-10 Net assets at end of year$9,356,119

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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