Pacific West Association of Realtors Cha

Nonprofit profile at a glance

EIN
030511249
IRS 990-EZ coverage
2014–2024
Forms available
Form 990-EZ 2024
Location
Anaheim, CA, USA
Phone
7142455500
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Official website

Reported finances

Revenue
$18,019
Expenses
$17,255
Assets
$146,794
Liabilities
$4,743

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

Leadership & pay

17 people listed

Executive titles in this filing

  • STEPHANIE GOEDL (President)
  • SARAH IRELAND (Vice President)
  • TODD RIGBY (PRESIDENT-ELECT)
  • PHIL HAWKINS (CEO)

People named in this filing

  • BETH SPARKS (IMMED PAST PRES)
  • STEPHANIE GOEDL (President)
  • SARAH IRELAND (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

To promote the american dream of home ownership through education, housing affordibility projects and community involvement.

What it reported doing in 2024

To promote the american dream of home ownership through education, housing affordability projects and community involvement.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and total assets are large relative to annual expenses, but may not be spendable cash. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 59
  • Transparency & Controls: 100
  • Sustainability: 61
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 58.3%; rating input score 58
  • Program expense ratio: 60.9%; rating input score 61

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 4.2%; rating input score 53; 53rd percentile among comparable filings
  • Total-asset coverage ratio: 8.51; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 23; 23rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -6.6% per year; rating input score 0; 33rd percentile among comparable filings
  • Revenue growth: -4.8% per year; rating input score 0; 35th percentile among comparable filings
  • Asset growth: -2.1% per year; rating input score 0; 31st percentile among comparable filings

Details

  • Where the money goes: 58.3% of revenue deployed · 60.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $10K in reported program spending
  • Leadership: top reported pay $0 · 17 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 11 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Related organizations: Filed and resolved organization relationships.
  • 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.

Key Signals

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

  • Review — Financial Efficiency: Mission deployment rate scored 58/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 53/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 23/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.