2025-08-06T15:33:25-05:00 2024-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2024-01-01 680505969 KELLER WILLIAMS REALTY CARES KELL 5123066727 1221 S MOPAC EXPRESSWAY 400 AUSTIN TX 78746 ALEXIA RODRIGUEZ CEO 5123066727 2025-08-06 1 1 P01608821 4108840220 2024 2025-03-06 01:10:19Z ALEXIA RODRIGUEZ 1221 S MOPAC EXPRESSWAY 400 AUSTIN TX 78746 6892293 0 X WWW.KWCARES.ORG X 2002 TX DEDICATED TO SERVING KELLER WILLIAMS REALTY ASSOCIATES AND THEIR QUALIFYING FAMILY MEMBERS EXPERIENCING HARDSHIP AS A RESULT OF A SUDDEN EMERGENCY. 14 14 9 14 0 0 4665351 6129712 0 0 496856 627737 38989 83047 5201196 6840496 3630408 3329450 0 0 837537 937562 0 0 315715 737911 1641870 5205856 5908882 -4660 931614 17303918 18120184 261902 220374 17042016 17899810 KW CARES - TOGETHER, WE EMPOWER, SUPPORT AND UPLIFT OUR KW FAMILY DURING TIMES OF HARDSHIP DUE TO SUDDEN EMERGENCIES. 0 0 3831095 2141270 HARDSHIP GRANTS - PROVIDED GRANTS TO 166 INDIVIDUALS FOR ASSISTANCE DUE TO MEDICALLY RELATED EMERGENCY HARDSHIPS AND VARIOUS OTHER EMERGENCY HARDSHIPS. 1186380 1186380 DISASTER RELIEF - PROVIDED ASSISTANCE TO 448 VICTIMS AND COMMUNITIES AFFECTED BY NATURAL DISASTERS, INCLUDING HURRICANES, AND FLOODING. ASSISTANCE INCLUDED FOOD, WATER, SHELTER, MEDICAL CARE, TRANSPORTATION, POWER GENERATION AND EMERGENCY GRANTS. 1800 1800 DONATED TO PUBLIC CHARITABLE ORGANIZATIONS WHOSE MISSIONS ALIGN WITH THE KELLER WILLIAMS REALTY CARES' MISSION. 5019275 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X X TONI YOUNG 5123066727 1221 S MOPAC EXPRESSWAY 400 AUSTIN TX 78746 MO ANDERSON CHAIR 1.50 X X 0 0 0 BEVERLY STEINER VICE CHAIR 1.50 X X 0 0 0 DORIS CARLIN SECRETARY 1.50 X X 0 0 0 SHARON GIBBONS TREASURER 1.50 X X 0 0 0 STEVE CHADER DIRECTOR 1.50 X 0 0 0 JULIE COSTA FOURRE DIRECTOR 1.50 X 0 0 0 KELLY HENDERSON DIRECTOR 1.50 X 0 0 0 VALERIE KING DIRECTOR 1.50 X 0 0 0 KENT TEMPLE DIRECTOR 1.50 X 0 0 0 ANDREW PEPPER DIRECTOR 1.50 X 0 0 0 DAWN CAZEDESSUS DIRECTOR 1.50 X 0 0 0 JAMES SHAW DIRECTOR AS OF AUGUST 1.50 X 0 0 0 MIKE DULEY DIRECTOR AS OF AUGUST 1.50 X 0 0 0 JOSE FERNANDEZ DIRECTOR AS OF AUGUST 1.50 X 0 0 0 ALEXIA RODRIGUEZ CEO 40.00 X 246865 0 32581 TRISTAN PIERCE CFO 40.00 X 0 0 0 RACHEL TANG GRANTS PROGRAM MANAGER 40.00 X 122105 0 20534 RACHEL ELDER DIRECTOR OF GRANTS PROGRAM 40.00 X 102889 0 7074 ANTONIA YOUNG DIRECTOR OF FINANCE, PAYROLL AND BENEFITS 40.00 X 110330 0 14614 582189 0 74803 4 0 1 0 RIPPLEEFFECT TECH LLC 3112 WINDSOR RD UNIT 314 AUSTIN TX 78703 CONSULTING SERVICES 178682 1 425341 5704371 6129712 627737 627737 11160 0 11160 11160 11160 123083 425341 51797 71286 71286 601 0 601 601 6840496 601 0 710183 3284730 3284730 44720 44720 279445 145883 78333 55229 548672 286431 153802 108439 24075 12568 6749 4758 29150 15218 8171 5761 56220 29349 15760 11111 6203 6203 88800 88800 7837 7837 20347 20347 180146 162847 17299 132902 13928 111495 7479 145880 76156 40893 28831 148662 145023 3639 41794 7019 1855 32920 639 334 126 179 8020 4187 1585 2248 DISASTER RELIEF EXPENSE 790882 790882 OTHER EVENTS 58760 58760 MISCELLANEOUS 5930 5930 DUES AND SUBSCRIPTIONS 3480 3480 1588 1588 5908882 5019275 573892 315715 35798 2286392 16659931 10335373 391573 343442 215977 11771 67240 67240 639 0 5143206 17303918 18120184 74468 32850 186534 186534 900 990 261902 220374 X 17042016 17899810 17042016 17899810 17303918 18120184 931614 -73820 0 X X 0 1 X 1 0 X 5355662 6102504 5319178 4665351 6129712 27572407 5355662 6102504 5319178 4665351 6129712 27572407 27572407 78366 44496 91190 500456 638897 1353405 50000 50000 28975812 128932 0.95160 0.96700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44240 44240 0 23000 23000 0 0 X 6810636 -73820 51797 -22023 6832659 7837 7837 6840496 5952842 51797 51797 5901045 7837 7837 5908882 PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE WERE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEEDED TO BE RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EVENT EXPENSES 51,797. COST OF GOODS SOLD PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EVENT EXPENSES 51,797. COST OF GOODS SOLD 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS 44720 0 0 0 0 0 0 44720 0 44720 ASSISTANCE TO KELLER WILLIAMS REALTY ASSOCIATES IN CANADA AND THEIR QUALIFYING FAMILY MEMBERS EXPERIENCING HARDSHIP AS A RESULT OF A SUDDEN EMERGENCY. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 3 44720 WIRE 0 0 0 0 0 0 PART I, LINE 2: GRANTS ARE FOR KELLER WILLIAMS REALTY ASSOCIATES AND THEIR QUALIFYING FAMILY MEMBERS EXPERIENCING HARDSHIP AS A RESULT OF A SUDDEN EMERGENCY. NO MONITORING IS REQUIRED. MO'S INSPIRATIONAL BRUNCH CHALLENGE 319015 319015 LEAD WITH LOVE GALA 102810 62191 40619 51797 2 126599 44135 82464 548424 425341 123083 51797 51797 71286 1 ASSISTANCE FOR EMERGENCY MEDICAL OR OTHER HARDSHIPS 163 2096550 ASSISTANCE FOR FOOD, WATER, SHELTER, MEDICAL CARE, TRANSPORTATION AND POWER GENERATION FOR VICTIMS OF NATURAL DISASTERS INCLUDING HURRICANES, TORNADOS, FLOODING AND WILDFIRES. 448 1188180 PART I, LINE 2: A FILE IS DEVELOPED ON EACH GRANT RECIPIENT TO DOCUMENT GRANT ELIGIBILITY AND DETERMINE NEED. THE FILE INCLUDES A COMPLETED APPLICATION AND SUPPORTING DOCUMENTATION. MINIMAL MONITORING IS NEEDED ONCE THE FUNDS ARE DISBURSED. X X 0 0 0 0 0 0 0 1 0 ALEXIA RODRIGUEZ CEO 231125 0 15740 0 0 0 13691 0 18890 0 279446 0 0 0 PART I, LINE 7 THE CEO RECEIVED A BONUS DURING 2024. HER BONUS WAS APPROVED BY THE BOARD OF DIRECTORS AND IS BASED ON THE BONUS POOL THAT WAS APPROVED BY THE FINANCE COMMITTEE AND THE LARGER BOARD. FORM 990, PART VII: THE ORGANIZATION'S CFO IS PAID BY AN AFFILIATED, BUT UNRELATED ORGANIZATION, KELLER WILLIAMS REALTY. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION OF FORM 990 TO THE IRS, A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND STAFF ARE REQUIRED TO SIGN AN ANNUAL STATEMENT INDICATING THEY HAVE READ, UNDERSTAND AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE POLICY ITSELF PROHIBITS PARTICIPATION IN ANY ACTIVITIES THAT WOULD BE A CONFLICT OF INTEREST EXCEPT WITH WRITTEN APPROVAL OF THE CHAIRMAN AFTER FULL DISCLOSURE OF ALL RELEVANT INFORMATION. THE CEO MONITORS COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 DURING 2023, A COMPENSATION ANALYSIS WAS PERFORMED WITH OVERSIGHT AND DIRECTION BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE DATA USED FOR THIS ANALYSIS WAS ACQUIRED BY THE NON PROFIT TIMES - SPECIFICALLY THE 2023 NONPROFIT ORGANIZATIONS SALARY REPORT. THE COMPENSATION ANALYSIS WAS USED TO DETERMINE THE CEO'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OF THE AUDIT PROCESS OR ITS SELECTION OF AN INDEPENDENT AUDIT PROCESS DURING THE YEAR.