Nonprofit · EIN 35-6028131
UPSTATE ALLIANCE OF REALTORS INC
Tax-exempt · FORT WAYNE, IN 46825
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $776,951 | $695,454 | $81,497 | $5,705,041 | $696,227 | $5,008,814 |
| December 31, 2023 | 990 | $723,133 | $685,379 | $37,754 | $5,251,057 | $513,563 | $4,737,494 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $685,794
- Investment income
- $95,820
- Net rental income
- $14,399
- Net gain from sales of assets
- $9,732
- Net income from fundraising events
- $4,938
- Net income from gaming
- -$21,243
- Net income from sales of inventory
- -$3,462
- Other revenue
- -$4,663
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $66,875
- Other salaries and wages
- $193,094
- Salaries, compensation and benefits (total)
- $346,188
- Professional fundraising fees
- $0
- Legal fees
- $9,616
- Accounting fees
- $15,920
- Occupancy
- $18,911
- Depreciation
- $20,901
Balance sheet and other
- Total assets, start of year
- $5,251,057
- Total assets, end of year
- $5,705,041
- Total liabilities, end of year
- $696,227
- Net assets, end of year
- $5,008,814
- Land, buildings and equipment
- $617,909
- Publicly traded securities
- $2,670,114
- Net assets without donor restrictions
- $5,008,814
- Gross unrelated business income
- $10,937
- Gross receipts
- $1,547,013
- Employees
- 12
- Volunteers
- 210
- Year formed
- 1912
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADAM SMITH | EXECUTIVE OF Officer | 40 | $133,750 |
| MICHAEL PATMORE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| SUE TEASDALE | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| JACKIE MCBRIDE | TREASURER/SE Trustee or director, Officer | 2 | $0 |
| JAMES REECER | DIRECTOR Trustee or director | 2 | $0 |
| KIM WARD | DIRECTOR Trustee or director | 2 | $0 |
| BEVERLY GRZYCH | DIRECTOR Trustee or director | 2 | $0 |
| BETH GOLDSMITH | DIRECTOR Trustee or director | 2 | $0 |
| CLAY WEIR | DIRECTOR Trustee or director | 2 | $0 |
| RUDY KOCH | DIRECTOR Trustee or director | 2 | $0 |
| LINDA WILLIAMS | DIRECTOR Trustee or director | 2 | $0 |
| GEMMA MCCLENDON | DIRECTOR Trustee or director | 2 | $0 |
| JAMIE LANCIA | DIRECTOR Trustee or director | 2 | $0 |
| ANGELA HAROUFF | DIRECTOR Trustee or director | 2 | $0 |
| JEN LUKE | DIRECTOR Trustee or director | 2 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS PARKER | DIRECTOR Trustee or director | 2 | $0 |
| KIM HANELINE-PATMORE | DIRECTOR Trustee or director | 2 | $0 |
| AMIE SPRUNGER | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID BELEW | EXECUTIVE OF Officer | 40 | $148,000 | $23,049 |
| RUDY KOCH | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL PATMORE | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| SUE TEASDALE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JOEL ESSEX | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KIM WARD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BEVERLY GRZYCH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PATRICK MALOBLOCKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CLAY WEIR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ED MCCUTCHEON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES REECER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GEMMA MCCLENDON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMIE LANCIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANGELA HAROUFF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEN LUKE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRIS PARKER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KIM HANELINE-PATMORE | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3403 E DUPONT RD, FORT WAYNE, IN 46825-2409
- In care of
- % KATRINA KAY
- Principal officer (990 for 2024)
- ADAM SMITH, 3403 E DUPONT ROAD, FORT WAYNE, IN 46825
- Signed the 990
- ADAM SMITH, EXECUTIVE OFFICER
- Phone
- (260) 426-4700
- Website
- UPSTARINDIANA.COM
- Return prepared by
- DULIN WARD & DEWALD INC
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-6028131
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1948
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,705,041
- Income (IRS master file)
- $1,547,013
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $776,951 | $695,454 | $5,705,041 | IRS |
| 990 | December 2023 | $723,133 | $685,379 | $5,251,057 | XML |
| 990 | December 2022 | $799,577 | $611,068 | $4,885,485 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6028131).
Questions about UPSTATE ALLIANCE OF REALTORS INC
- What is the EIN of UPSTATE ALLIANCE OF REALTORS INC?
- The employer identification number (EIN) of UPSTATE ALLIANCE OF REALTORS INC is 35-6028131.
- Is UPSTATE ALLIANCE OF REALTORS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1948.
- Are donations to UPSTATE ALLIANCE OF REALTORS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UPSTATE ALLIANCE OF REALTORS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPSTATE ALLIANCE OF REALTORS INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPSTATE ALLIANCE OF REALTORS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UPSTATE ALLIANCE OF REALTORS INC?
- The 990 for the year ended December 31, 2024 names ADAM SMITH.
- Who are the officers and directors of UPSTATE ALLIANCE OF REALTORS INC?
- The 990 for the year ended December 31, 2024 lists 18 people; 1 received compensation from the organization, the highest $133,750 (ADAM SMITH, EXECUTIVE OF).
- How much revenue does UPSTATE ALLIANCE OF REALTORS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $776,951, expenses of $695,454 and total assets of $5,705,041 at year end.
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