2024-10-31T10:08:25-04:00 2023-12-31 561393362 ROBERTSON NEAL & COMPANY LLP PO BOX 1269 HIGH POINT NC 272611269 990 2023-01-01 560488849 NORTH CAROLINA ASSOCIATION OF REALTORS INC NORT 3362941415 4511 WEYBRIDGE LN GREENSBORO NC 274077877 ANDREA BUSHNELL CEO (NON-VOTE) 3362941415 2024-03-27 true false JANICE E STEEDE CPA P00005661 3368412198 2024-09-09 2023 2024-10-15 13:58:12Z ANDREA BUSHNELL 4511 WEYBRIDGE LANE GREENSBORO NC 27407 17371664 false X WWW.NCREALTORS.ORG X 1935 NC SEE SCHEDULE O 133 133 45 202972 201972 34700 233947 11733956 11814841 93489 417034 18561 25824 11880706 12491646 1356329 1121091 0 3964279 4287774 0 0 4916179 5393483 10236787 10802348 1643919 1689298 31352861 33550303 5026413 4743651 26326448 28806652 TO PROMOTE THE COMMON INTEREST OF PRACTICING REALTORS IN THE STATE OF NORTH CAROLINA BY PROVIDING SERVICES AND RESOURCES TO AID IN THEIR SUCCESS. false false 10802348 1121091 11814841 PROMOTED COMMON BUSINESS INTERESTS OF OVER 56,600 PRACTICING REALTOR MEMBERS IN THE STATE OF NORTH CAROLINA BY: PRESERVING AND PROMOTING THE RIGHT TO OWN, TRANSFER AND USE REAL PROPERTY; MAINTAINING A LEADERSHIP ROLE IN THE LEGISLATIVE, POLITICAL AND REGULATORY PROCESS; PROMOTING AND MAINTAINING THE HIGHEST ETHICAL STANDARDS; DEVELOPING AND PROVIDING THE BEST EDUCATION, PRODUCTS AND SERVICES; PROMOTING HOUSING AFFORDABILITY. 10802348 false true false true false false false false false true false false false false false false true false false false false false false false false false true true true false false false false false false false false false false false true true true false true 42 0 45 true true true false false false false false false false X 133 133 false false false false false false false true true false false true true false true true true true false false X X BRYAN M JENKINS 3362941415 4511 WEYBRIDGE LANE GREENSBORO NC 27407 ANDREA BUSHNELL CEO (NON-VOT 40.00 X X 477885 0 37358 MARK ZIMMERMAN SR VICE PRES 40.00 X 239098 0 23843 BRYAN M JENKINS CFO 40.00 X 195350 0 24365 JESSICA HUGHES COO 40.00 X 171312 0 17323 CAITLIN THOMPSON CHIEF LEGAL 40.00 X 156536 0 22202 SARA MCKENZIE ALLEN VP COMM & MA 40.00 X 152492 0 16292 MARY T LOWE VP MEMBER EN 40.00 X 126604 0 6827 KRISTIN NASH DIRECT POL F 40.00 X 109416 0 13955 DONNA PETERSON EXECUTIVE AS 40.00 X 100773 0 12476 LINDA BRIDGES CONTROLLER 40.00 X 102055 0 10001 ERNEST ALEXANDER DIRECTOR 2.00 X 0 0 0 BRITTANY ALLEN DIRECTOR 2.00 X 0 0 0 CHARLES ALLEN DIRECTOR 2.00 X 0 0 0 KAREN ALLRED DIRECTOR 2.00 X 0 0 0 MARVETTE ARTIS DIRECTOR 2.00 X 0 0 0 DENNIS BAILEY DIRECTOR 2.00 X 0 0 0 KIM BAKER DIRECTOR 2.00 X 0 0 0 JAMES BARNES DIRECTOR 2.00 X 0 0 0 MARGARET BARTLETT DIRECTOR 2.00 X 0 0 0 ARIC B BEALS DIRECTOR 2.00 X 0 0 0 EMILY BISH DIRECTOR 2.00 X 0 0 0 TONEY BLACK DIRECTOR 2.00 X 0 0 0 COLLEEN BLONDELL DIRECTOR 2.00 X 0 0 0 OLITA BOONE DIRECTOR 2.00 X 0 0 0 CAROL BRADLEY DIRECTOR 2.00 X 0 0 0 ZACHARY BRADLEY DIRECTOR 2.00 X 0 0 0 DOUG BRINDLEY DIRECTOR 2.00 X 0 0 0 LEIGH BROWN PRESIDENT 2.00 X X 0 0 0 CINDIE BURNS DIRECTOR 2.00 X 0 0 0 BRETT BUSHNELL DIRECTOR 2.00 X 0 0 0 BROOKE CASHION DIRECTOR 2.00 X 0 0 0 BOBBIE COLLINS DIRECTOR 2.00 X 0 0 0 RENEE COONEY DIRECTOR 2.00 X 0 0 0 MARISOL CORREA-BARBOSA DIRECTOR 2.00 X 0 0 0 CODJO COSSOU DIRECTOR 2.00 X 0 0 0 SOFIA CRISP DIRECTOR 2.00 X 0 0 0 ALLEN DARGINS DIRECTOR 2.00 X 0 0 0 RUSTY DAVIS DIRECTOR 2.00 X 0 0 0 KIMBERLY L DAWSON DIRECTOR 2.00 X 0 0 0 SHARON DAWSON DIRECTOR 2.00 X 0 0 0 RANDY DOCKERY DIRECTOR 2.00 X 0 0 0 HARRIETTE H DOGGETT DIRECTOR 2.00 X 0 0 0 HUNTER DONALDSON DIRECTOR 2.00 X 0 0 0 RACHEL ELLIOTT DIRECTOR 2.00 X 0 0 0 TREASURE FAIRCLOTH DIRECTOR 2.00 X 0 0 0 JENNIFER L FRONTERA DIRECTOR 2.00 X 0 0 0 PETER GALLO DIRECTOR 2.00 X 0 0 0 MEGAN GERBER DIRECTOR 2.00 X 0 0 0 RANDALL GOODING DIRECTOR 2.00 X 0 0 0 SYMANTHA GRAGG DIRECTOR 2.00 X 0 0 0 BILLIE GREEN DIRECTOR 2.00 X 0 0 0 CHRISTY GRIFALDO DIRECTOR 2.00 X 0 0 0 LEWIS E GRUBBS DIRECTOR 2.00 X 0 0 0 TONY HARRINGTON PRESIDENT-EL 2.00 X X 0 0 0 WENDY HARRIS PAST PRESIDE 2.00 X X 0 0 0 CINDI HASTINGS DIRECTOR 2.00 X 0 0 0 BRENDA D HAYDEN DIRECTOR 2.00 X 0 0 0 CONNIE HEDRICK DIRECTOR 2.00 X 0 0 0 BETH HELTON DIRECTOR 2.00 X 0 0 0 WENDI HENSEL DIRECTOR 2.00 X 0 0 0 MARTIN HILL DIRECTOR 2.00 X 0 0 0 CINDY HOPE DIRECTOR 2.00 X 0 0 0 TORI HUMPHREY DIRECTOR 2.00 X 0 0 0 EDWARD F BAESEL III DIRECTOR 2.00 X 0 0 0 ANN MARIE JANNI DIRECTOR 2.00 X 0 0 0 TIFFANY JOHANNES DIRECTOR 2.00 X 0 0 0 ERIN JOLLY DIRECTOR 2.00 X 0 0 0 FRANK S DERONJA JR DIRECTOR 2.00 X 0 0 0 TAYLOR KASTNER DIRECTOR 2.00 X 0 0 0 KIMBERLY KENDALL DIRECTOR 2.00 X 0 0 0 LAURIE KNUDSEN TREASURER 2.00 X X 0 0 0 MADALYN KUNOW DIRECTOR 2.00 X 0 0 0 ZACHARY LILLY DIRECTOR 2.00 X 0 0 0 LAURIE LINDER DIRECTOR 2.00 X 0 0 0 SUZANNE LONDON DIRECTOR 2.00 X 0 0 0 TODD D LONG DIRECTOR 2.00 X 0 0 0 CHRISTINE MALLETTE DIRECTOR 2.00 X 0 0 0 ONYX MARTIN DIRECTOR 2.00 X 0 0 0 DAVID MASSEY DIRECTOR 2.00 X 0 0 0 TIM MCBRAYER DIRECTOR 2.00 X 0 0 0 JONATHAN MCBRIDE DIRECTOR 2.00 X 0 0 0 PAUL MCGILL DIRECTOR 2.00 X 0 0 0 MELISSA MCKINNEY DIRECTOR 2.00 X 0 0 0 HILBURN MICHEL DIRECTOR 2.00 X 0 0 0 STEVEN MITCHELL DIRECTOR 2.00 X 0 0 0 JOHN MUIR DIRECTOR 2.00 X 0 0 0 BENJAMIN MYERS DIRECTOR 2.00 X 0 0 0 CAROL MYERS DIRECTOR 2.00 X 0 0 0 SALLIE MYRICK DIRECTOR 2.00 X 0 0 0 BEVERLY F NEWELL DIRECTOR 2.00 X 0 0 0 DAVID NOYES DIRECTOR 2.00 X 0 0 0 JOHN T OGBURN DIRECTOR 2.00 X 0 0 0 NATALIE PAINTER DIRECTOR 2.00 X 0 0 0 MARK PARKER DIRECTOR 2.00 X 0 0 0 AMANDA PARMER DIRECTOR 2.00 X 0 0 0 DAVID PATNEAUDE DIRECTOR 2.00 X 0 0 0 ROBERT BOB PERCESEPE DIRECTOR 2.00 X 0 0 0 KIMBERLY PERKINS DIRECTOR 2.00 X 0 0 0 NATHAN PERRY DIRECTOR 2.00 X 0 0 0 TALVIA PETERSON DIRECTOR 2.00 X 0 0 0 CALEB PHILLIPS DIRECTOR 2.00 X 0 0 0 APRIL PIKE DIRECTOR 2.00 X 0 0 0 TERESA PITT DIRECTOR 2.00 X 0 0 0 ERIKA PITTMAN DIRECTOR 2.00 X 0 0 0 MARY-BETH POWELL DIRECTOR 2.00 X 0 0 0 KAREN ROBERTS DIRECTOR 2.00 X 0 0 0 CATHY ROBERTSON DIRECTOR 2.00 X 0 0 0 GINGER ROBLES DIRECTOR 2.00 X 0 0 0 BROOKE RUDD-GAGLIE DIRECTOR 2.00 X 0 0 0 EA RUTH DIRECTOR 2.00 X 0 0 0 CYNTHIA RYAN DIRECTOR 2.00 X 0 0 0 DAVID SATTELMEYER DIRECTOR 2.00 X 0 0 0 AMANDA SMITH DIECTOR 2.00 X 0 0 0 JAMES SMITH DIRECTOR 2.00 X 0 0 0 KARLETA SMITH DIRECTOR 2.00 X 0 0 0 RENEE K SMITH DIRECTOR 2.00 X 0 0 0 TOM SMITH DIRECTOR 2.00 X 0 0 0 CHARISMA SOUTHERLAND DIRECTOR 2.00 X 0 0 0 WILLIAM SPURRIER DIRECTOR 2.00 X 0 0 0 CALLIE STONE DIRECTOR 2.00 X 0 0 0 DONATHON STOVER DIRECTOR 2.00 X 0 0 0 KELLY STUART DIRECTOR 2.00 X 0 0 0 JAY TAYLOR DIRECTOR 2.00 X 0 0 0 LARRY TERRY DIRECTOR 2.00 X 0 0 0 DERRICK THORNTON DIRECTOR 2.00 X 0 0 0 LINDA TREVOR DIRECTOR 2.00 X 0 0 0 KIRBY TROUTMAN DIRECTOR 2.00 X 0 0 0 JOSHUA TUCKER DIRECTOR 2.00 X 0 0 0 TIM UPCHURCH DIRECTOR 2.00 X 0 0 0 KATIE WANGRIN DIRECTOR 2.00 X 0 0 0 TOWANDA WILKINS DIRECTOR 2.00 X 0 0 0 PATRICE WILLETTS DIRECTOR 2.00 X 0 0 0 BROOKS WILLIAMS DIRECTOR 2.00 X 0 0 0 DEBBIE WILLIAMS DIRECTOR 2.00 X 0 0 0 LESLIE M WILLIAMS DIRECTOR 2.00 X 0 0 0 SUSAN WILLIAMS DIRECTOR 2.00 X 0 0 0 MARSHALL WILLIAMSON DIRECTOR 2.00 X 0 0 0 EMILY WOOD DIRECTOR 2.00 X 0 0 0 JOHN WOOD DIRECTOR 2.00 X 0 0 0 MELISSA YATES DIRECTOR 2.00 X 0 0 0 JONATHAN YEATTS DIRECTOR 2.00 X 0 0 0 JAMIE YOUNG DIRECTOR 2.00 X 0 0 0 MYRA ZOLLINGER DIRECTOR 2.00 X 0 0 0 1831521 184642 10 false true false MARTIN & GIFFORD PLLC 301 N MAIN STREET SUITE 2200 WINSTON SALEM NC 27101 LEGAL CONSULT 345975 CADY THOMAS CONSULTING LLC 2009 FAIRVIEW RD SUITE 6523 RALEIGH NC 27628 CONSULTING 201569 2 227042 6905 233947 DUES & ASSESSMENTS 900099 10649509 10649509 OTHER PROGRAM SERVICE REVENUE 900099 511207 511207 EVENT & SEMINAR FEES 541900 390501 390501 MANAGEMENT SERVICES 900099 177148 177148 SPONSORSHIPS 900099 86476 86476 11814841 474607 474607 4822445 4880018 -57573 -57573 -57573 INSIGHT & WEB ADVERTISING 541800 25824 25824 25824 12491646 11580120 202972 474607 1115791 1115791 5300 5300 1461219 1461219 2826555 2826555 466432 466432 65707 65707 141783 141783 548435 548435 196383 196383 176243 176243 538925 538925 1197243 1197243 208188 208188 59036 59036 ISSUE ADVOCACY 998042 998042 FORMS SOFTWARE FOR MEMBER 700142 700142 PAC ADMIN EXPENSE 96924 96924 10802348 10802348 0 0 400 400 12913084 14467025 381706 133898 453247 510510 9511648 2272157 7378144 7239491 10222280 11194979 4000 4000 31352861 33550303 686904 191584 4339509 4552067 5026413 4743651 X 26326448 28806652 26326448 28806652 31352861 33550303 1689298 790906 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false true 10626211 1461716 -4159879 -2698163 1666190 -4364353 1531427 1531427 7187347 1562034 5625313 792874 710123 82751 7239491 SCHEDULE D, PAGE 4, PART XIII PART XIII - SUPPLEMENTAL FINANCIAL INFORMATION PART X - INCOME TAXES NCR IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501 (C)(6) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE TAX STATUTES. NCR IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES FOR ROYALTIES RECEIVED FROM NCAR SERVICE CORPORATION, RENT, ADVERTISING, AND MANAGEMENT SERVICES REVENUE THAT EXCEEDS RELATED EXPENSES. AT DECEMBER 31, 2023 AND 2022, THERE WAS A FEDERAL NET OPERATING LOSS CARRYFORWARD OF 743,803 AND 679,462, RESPECTIVELY, AND A STATE NET OPERATING LOSS TAX CARRYFORWARD OF 257,695 AND 284,068, RESPECTIVELY. THE NET OPERATING LOSS CARRYFORWARDS BEGIN TO EXPIRE IN 2025 FOR FEDERAL PURPOSES AND BEGAN EXPIRING IN 2020 FOR STATE PURPOSES. NCR'S WHOLLY-OWNED SUBSIDIARY IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. AT DECEMBER 31, 2023 AND 2022, NCAR SERVICE CORPORATION HAD A FEDERAL TAX LIABILITY OF 301 AND 0, RESPECTIVELY, AND A STATE TAX LIABILITY OF 0 AND 0, RESPECTIVELY. THE TAX RETURNS FOR THE ORGANIZATION AND ITS SUBSIDIARY ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE NORTH CAROLINA DEPARTMENT OF REVENUE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. true REALTORS RELIEF FOUNDATION 430 N MICHIGAN AVENUE CHICAGO IL 60611 364468109 501C7 160000 CONTRIBUTION ECONOMIC DEVELOPMENT PARTNERSHIP OF NC INC 15000 WESTON PARKWAY CARY NC 27513 464840814 501C3 50000 CONTRIBUTION NC HOUSING OPPORTUNITY FOUNDATION 4511 WEYBRIDGE LANE GREENSBORO NC 27407 450530518 501C7 287246 CONTRIBUTION NEIGHBORS HELPING NORTH CAROLINA 4511 WEYBRIDGE LANE GREENSBORO NC 27407 205345771 527 574493 CONTRIBUTION 1 3 AE SCHOLARSHIPS 6 5300 SCHEDULE I, PAGE 1, PART I, LINE 2 NCR MONITORS GRANT EXPENSES BY SEGREGATING THEM BY ACCOUNT CODE AND REVIEWING THE EXPENDITURES WHEN MANAGEMENT AND LEADERSHIP REVIEW INTERNAL FINANCIAL STATEMENTS. EXTERNAL GRANT REPORTING REQUIREMENTS ARE NOTED AND OBSERVED BY APPROPRIATE STAFF. X true true X X X X X false false false ANDREA BUSHNELL CEO (NON-VOTE) 434056 43600 229 17748 19610 515243 MARK ZIMMERMAN SR VICE PRESIDENT 226480 12500 118 13034 10809 262941 BRYAN M JENKINS CFO 182712 12500 138 11152 13213 219715 JESSICA HUGHES COO 156222 15000 90 9327 7996 188635 CAITLIN THOMPSON CHIEF LEGAL OFFICER 143982 12500 54 8989 13213 178738 SARA MCKENZIE ALLEN VP COMM & MARKETING 139938 12500 54 8296 7996 168784 FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER, THE TREASURER AND THE CHIEF EXECUTIVE OFFICER PRIOR TO SUBMISSION TO THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL VOLUNTEER OFFICERS, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND THE BOARD OF DIRECTORS. SIGNED COPIES OF ACKNOWLEDGEMENT ARE RETURNED TO THE ASSOCIATION'S OFFICE FOR RETENTION. ANY ITEM THAT IS NOTED BY ANY VOLUNTEER AS BEING A POTENTIAL CONFLICT OF INTEREST IS REVIEWED BY LEGAL COUNSEL AND THEN DISCUSSED BY THE LEADERSHIP TEAM. THE LEADERSHIP TEAM DETERMINES THE APPROPRIATE STEPS NECESSARY TO ALLEVIATE, MONITOR AND DEAL WITH CONFLICTS, SUCH AS RESTRICTING THE ACTIONS OF PERSONS WITH A CONFLICT BY PROHIBITING THEM FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATION AND DECISIONS FOR A PARTICULAR TRANSACTION. STAFF MEMBERS WHO ARE OFFICERS OR KEY EMPLOYEES ARE REMINDED TO COMMUNICATE CONFLICT OF INTERESTS TO THE ASSOCIATION DURING THEIR ANNUAL REVIEW PROCESS. FORM 990, PAGE 6, PART VI, LINE 15A FOR THE COMPENSATION PROCESS FOR THE TOP OFFICIAL, THE ADMINISTRATIVE COMMITTEE PERFORMS REVIEWS OF THE CHIEF EXECUTIVE OFFICER ONCE PER YEAR. COMPENSATION IS DETERMINED AND ADJUSTED BASED ON OUTSIDE INFORMATION RELATED TO SIMILAR POSITIONS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S BYLAWS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS GIVEN TO ALL BOARD MEMBERS AND IS AVAILABLE TO GENERAL MEMBERSHIP UPON REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO MEMBERSHIP UPON REQUEST. TAX RETURNS ARE MADE AVAILABLE UPON REQUEST AND ARE ALSO AVAILABLE ON A PUBLIC WEBSITE. NC HOUSING OPPORTUNITY FOUNDATION 4511 WEYBRIDGE LANE GREENSBORO NC 27407 450530518 HOUSING NC 501 7 NA false NEIGHBORS HELPING NORTH CAROLINA (FORMERLY NC PROPERTY RIGHTS FUND) PO BOX 4574 GREENSBORO NC 27404 204345771 ADVOCACY NC 527 NA false NC REALTORS POLITICAL ACTION COM 4511 WEYBRIDGE LANE GREENSBORO NC 27407 561061848 ADVOCACY NC 527 N/A false NCAR SERVICE CORPORATION INC 4511 WEYBRIDGE LANE GREENSBORO NC 27407 561737585 SERVICE NC N/A false true true false false false false false false false false false true false true true true true false false NEIGHBORS HELPING NORTH CAROLINA B 576191 CASH NC RPAC O 220646 CASH NCAR SERVICE CORPORATION Q 151872 CASH NEIGHBORS HELPING NORTH CAROLINA L 73262 CASH NC HOUSING OPPORTUNITY FOUNDATION L 99225 CASH NC HOUSING OPPORTUNITY FOUNDATION B 293878 CASH NATIONAL ASSOCIATION OF REALTORS B 150000 CASH NATIONAL ASSOCIATION OF REALTORS P 56533 CASH