Nonprofit · EIN 86-0214078
WEST AND SOUTHEAST REALTORS OF THE VALLEY INC
Also known as ROGER D NELSON JR
Tax-exempt · CHANDLER, AZ 85286
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,173,068 | $4,576,196 | $596,872 | $15,740,023 | $5,721,260 | $10,018,763 |
| December 31, 2023 | 990 | $4,729,185 | $4,987,303 | -$258,118 | $15,786,375 | $6,406,011 | $9,380,364 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $38,656
- Program service revenue
- $4,716,112
- Investment income
- $493,392
- Net rental income
- -$189,130
- Net gain from sales of assets
- $43,253
- Net income from sales of inventory
- $113,963
- Other revenue
- -$75,092
Expenses
- Grants and similar amounts paid
- $2,769
- Compensation of officers, directors and key employees
- $661,241
- Other salaries and wages
- $1,559,388
- Salaries, compensation and benefits (total)
- $2,749,379
- Professional fundraising fees
- $0
- Legal fees
- $39,062
- Accounting fees
- $11,792
- Occupancy
- $215,106
- Travel
- $209,222
- Depreciation
- $205,428
Balance sheet and other
- Total assets, start of year
- $15,786,375
- Total assets, end of year
- $15,740,023
- Total liabilities, end of year
- $5,721,260
- Net assets, end of year
- $10,018,763
- Land, buildings and equipment
- $8,918,045
- Publicly traded securities
- $5,522,976
- Net assets without donor restrictions
- $10,018,763
- Gross unrelated business income
- -$53,304
- Gross receipts
- $7,299,190
- Employees
- 44
- Volunteers
- 383
- Year formed
- 1961
- State of legal domicile
- AZ
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 | Other / benefits |
|---|---|---|---|---|
| ROGER NELSON | CEO Officer | 40 | $352,032 | $57,534 |
| PAMELA FRESTEDT | COO Officer | 40 | $211,225 | $40,450 |
| MARIBEL GARCIA | VP TECHNOLOGY ASSET MANAGEMENT Highest-paid employee | 40 | $120,855 | $19,376 |
| TONYA DESKINS | VP MEMBER SERVICES PROF. DEV. Highest-paid employee | 40 | $120,623 | $18,033 |
| DONNA KING | VP FINANCE HUMAN RESOURCES Highest-paid employee | 40 | $127,633 | $8,464 |
| KELLY M SORIANO | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SHARI WARD | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTINE BAYER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN HERBER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL HOFSTETTER | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 |
| ANGELA SEMRAD | REGIONAL VP Trustee or director, Officer | 0.25 | $0 | $0 |
| JENNIFER MACLAY | REGIONAL VP Trustee or director, Officer | 0.25 | $0 | $0 |
| MELISSA YOST-FUENTES | REGIONAL VP Trustee or director, Officer | 0.25 | $0 | $0 |
| NICKOLE SPARACIA | REGIONAL VP Trustee or director, Officer | 0.25 | $0 | $0 |
| SABRINA CASON | REGIONAL VP Trustee or director, Officer | 0.25 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERIE ANN STALL | DIRECTOR Trustee or director | 0.25 | $0 |
| CONSTANCE PARIS | DIRECTOR Trustee or director | 0.25 | $0 |
| JEFFREY RASKIN | DIRECTOR Trustee or director | 0.25 | $0 |
| JOHN THEIS | DIRECTOR Trustee or director | 0.25 | $0 |
| M TERESA RUBIO-ACUNA | DIRECTOR Trustee or director | 0.25 | $0 |
| PAIGE GIBBONS | DIRECTOR Trustee or director | 0.25 | $0 |
| ELIZABETH O'NEALL | AFFILIATE DIRECTOR Trustee or director | 0.25 | $0 |
| WILLIAM PADEN | AFFILIATE DIRECTOR Trustee or director | 0.25 | $0 |
| BARBARA LEIDENHEIMER | DIRECTOR 03/06/24-12/31/24 Trustee or director | 0.25 | $0 |
| JULIE TATE | DIRECTOR 08/08/24-12/31/24 Trustee or director | 0.25 | $0 |
| LAYA GAVIN | DIRECTOR 01/01/24-10/30/24 Trustee or director | 0.25 | $0 |
| TRACY DUNCAN | DIRECTOR 01/01/24-08/31/24 Trustee or director | 0.25 | $0 |
| DEBORAH HAINES | DIRECTOR 01/01/24- 01/05/24 Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROGER NELSON | CEO Officer | 40 | $356,793 | $48,353 |
| PAMELA FRESTEDT | COO Officer | 40 | $205,312 | $32,723 |
| TONYA DESKINS | VP MEMBER SERVICES Highest-paid employee | 40 | $116,587 | $16,141 |
| MARIBEL GARCIA | VP TECHNOLOGY ASSET MGT Highest-paid employee | 40 | $116,329 | $16,216 |
| DONNA KING | VP OF FINANCE HUMAN RESOURCES Highest-paid employee | 40 | $115,283 | $5,792 |
| MICHAEL HOFSTETTER | PRESIDENT Trustee or director, Officer | 1 | $3,600 | $0 |
| KELLY SORIANO | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 | $0 |
| SHARI WARD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN HERBER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| TRACY DUNCAN | REGIONAL VP Trustee or director, Officer | 0.25 | $0 | $0 |
| CHRISTINE BAYER | REGIONAL VP Trustee or director, Officer | 0.25 | $0 | $0 |
| MARIA J SALCIDO-HJELLE | REGIONAL VP Trustee or director, Officer | 0.25 | $0 | $0 |
| KAITLYN DE LA OSSA | REGIONAL VP Trustee or director, Officer | 0.25 | $0 | $0 |
| WAYNE LEWIS | REGIONAL VP Trustee or director, Officer | 0.25 | $0 | $0 |
| ELIZABETH O'NEALL | AFFILIATE DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| TIFFANY JONES | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| ALEC-LAUREN BURTON | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| JOHN THEIS | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| ELIZABETH HARRIS | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| LAYA GAVIN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| PAIGE GIBBONS | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| SABRINA CASON | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1733 E NORTHROP BLVD, CHANDLER, AZ 85286-1829
- Principal officer (990 for 2024)
- ROGER NELSON, 1733 E NORTHROP BLVD, CHANDLER, AZ 85286
- Signed the 990
- ROGER NELSON, CEO
- Phone
- (480) 477-5882
- Website
- WESERV.REALTOR
- Return prepared by
- SECHLER MORGAN CPAS PLLC
Mission
TO SUPPORT MEMBERS THROUGH EDUCATION, PRODUCTS, AND SERVICES TO ENABLE MEMBERS TO ETHICALLY AND PROFESSIONALLY OPERATE THEIR BUSINESS. WE WILL FOSTER STRATEGIC ALLIANCES PROMOTING THE PRESERVATION OF PROPERTY RIGHTS, ADVOCATING RESPONSIBLE CITIZENSHIP, STRENGTHENING THE REALTOR IMAGE, AND BE A RESOURCE FOR INFORMATION AND EXPERTISE IN REAL ESTATE.
Program accomplishments
- WESERV IS THE 6TH LARGEST LOCAL REALTOR ASSOCIATION IN THE UNITED STATES. WE PROVIDED PROFESSIONAL STANDARDS ENFORCEMENT, MEDIATION, OMBUDSMAN SERVICES, PROFESSIONAL DEVELOPMENT OPPORTUNITIES, AND CONDUCTED AND PROMOTED REALTOR SAFETY ACTIVITIES FOR OUR MEMBERS. WE UTILIZED THE MEMBERSHIP DUES TOWARDS PROVIDING CONTINUING EDUCATION AND PROFESSIONAL STANDARDS SERVICES TO OUR MEMBERS AS WELL AS OTHER BUSINESS-RELATED BENEFITS AT NO EXTRA COST. WE ALSO PUBLISHED CURRENT REAL ESTATE DATA TO OUR MEMBERS AND NEWS OUTLETS AND ENCOURAGED MEMBERS TO PARTICIPATE AND BE ADVOCATES FOR REAL ESTATE-RELATED ISSUES.
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
- 86-0214078
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $15,740,023
- Income (IRS master file)
- $7,299,190
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,173,068 | $4,576,196 | $15,740,023 | XML |
| 990 | December 2023 | $4,729,185 | $4,987,303 | $15,786,375 | XML |
| 990 | December 2022 | $4,818,467 | $4,621,371 | $15,494,286 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 86-0214078).
Questions about WEST AND SOUTHEAST REALTORS OF THE VALLEY INC
- What is the EIN of WEST AND SOUTHEAST REALTORS OF THE VALLEY INC?
- The employer identification number (EIN) of WEST AND SOUTHEAST REALTORS OF THE VALLEY INC is 86-0214078.
- Is WEST AND SOUTHEAST REALTORS OF THE VALLEY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1969.
- Are donations to WEST AND SOUTHEAST REALTORS OF THE VALLEY INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WEST AND SOUTHEAST REALTORS OF THE VALLEY 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 WEST AND SOUTHEAST REALTORS OF THE VALLEY 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 WEST AND SOUTHEAST REALTORS OF THE VALLEY 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 WEST AND SOUTHEAST REALTORS OF THE VALLEY INC?
- The 990 for the year ended December 31, 2024 names ROGER NELSON.
- Who are the officers and directors of WEST AND SOUTHEAST REALTORS OF THE VALLEY INC?
- The 990 for the year ended December 31, 2024 lists 28 people; 5 received compensation from the organization, the highest $352,032 (ROGER NELSON, CEO).
- How much revenue does WEST AND SOUTHEAST REALTORS OF THE VALLEY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,173,068, expenses of $4,576,196 and total assets of $15,740,023 at year end.
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