California Association of Realtors

Nonprofit profile at a glance

EIN: 950594790
IRS 990 coverage: 2010–2024
Forms available: Form 990 2024
Location: Sacramento, CA, USA
Phone: 2137398200
Rating confidence: Limited

Official website

Reported finances

Revenue: $58,557,386
Expenses: $60,652,752
Assets: $145,103,909
Liabilities: $31,221,182

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

911 people listed

Executive titles in this filing

MELANIE BARKER (PRESIDENT)
HEATHER OZUR (PRESIDENT ELECT)
TERESA ABLES (ASSOCIATION PRESIDENT)
LAURA AGDANOWSKI (ASSOCIATION PRESIDENT)
NIKOLAS ALLEN (ASSOCIATION PRESIDENT)
MICHELE ALLYN (ASSOCIATION PRESIDENT)

Highest reported compensation

DEBRA FERRIER (REBS, LLC CEO): $1,110,430 total reported compensation
JOHN SEBREE - TO 042024 (CHIEF EXECUTIVE OFFICER): $687,608 total reported compensation
RICHARD SHUMACHER (SENIOR VP/COO): $532,660 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Shape, promote and protect an environment for the entire real estate industry, one in which California realtors can succeed in meeting the real property needs of consumers.

What it reported doing in 2024

The purpose of the California association of realtors is to serve its membership in developing and promoting programs and services that will enhance the members' freedom and ability to conduct their individual businesses successfully with integrity and competency, and through collective action, to promote real property ownership and the preservation of real property rights.the California association of realtors is a statewide trade association dedicated to the advancement of professionalism in real estate. The association develops and promotes programs and services that will enhance the members' freedom and ability to conduct their individual businesses successfully with integrity and competency.(see sch o)and, through collective action, promotes the preservation of real property rights.

Operating model

Revenue model: Other-operating. 89% of the money available for current operations came from other operating revenue.
Distribution model: Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

Financial Efficiency: NotEnoughData
Transparency & Controls: 85
Accountability: 88
Sustainability: 35
Growth: 60

Detailed rating inputs

Financial Efficiency

Mission deployment rate: Limited
Program expense ratio: Limited
Fundraising efficiency: Limited

Transparency & Controls

Consistency checks: 90%; rating input score 90; 4th percentile among comparable filings
Pay-setting controls: 4 of 6 controls in place; rating input score 67
- Compensation committee: Missing
- Independent consultant: Pass
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
Foreign activity oversight: Limited
Grant itemization coverage: 84.9%; rating input score 85; 19th percentile among comparable filings
Major donor itemization: Yes; rating input score 100
Related-party transparency: Yes; rating input score 100

Accountability

Independent voting board: 88.2%; rating input score 88; 35th percentile among comparable filings
Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass

Sustainability

Operating margin: -3.6%; rating input score 15; 15th percentile among comparable filings
Total-asset coverage ratio: 2.39; rating input score 69; 69th percentile among comparable filings
Liabilities to assets ratio: 0.22; rating input score 66; 66th percentile among comparable filings
Officer compensation ratio: 12.3%; rating input score 2; 2nd percentile among comparable filings

Growth

Program expense growth: Limited
Revenue growth: 6.1% per year; rating input score 100; 53rd percentile among comparable filings
Asset growth: 7.4% per year; rating input score 100; 54th percentile among comparable filings

Details

Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
Governance: 789 of 895 board members independent · 8 of 9 filing controls reported
Programs: 1 filed program accomplishment
Leadership: top reported pay $1.1M · 911 people listed · 4 of 6 pay-setting controls reported
Highest-paid contractors: 5 contractors listed · $2.6M reported
Consistency: 12 of 13 current checks pass · 1 finding to review
Schedules: 7 filed schedules · includes major donors, grants, executive pay, and related organizations
Filing history: 14 filing years from 2010 to 2024
Contacts: How to reach this organization
Money network: 162 filed money-flow records
Related organizations: 75 filed related-organization links
Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
People: Everyone the filings name, and which of them the filings identify by more than a name.
Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

High — Sustainability: Operating margin scored 15/100.
Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
Review — Accountability: Governance controls: Form 990 shared with the board not reported.
High — Sustainability: Officer compensation ratio scored 2/100.