2025-07-14T16:16:59-05:00 2024-12-31 680289709 DAL POGGETTO & CO LLP 149 STONY CIRCLE FIRST FLOOR SANTA ROSA CA 95401 990 2024-01-01 680370006 NORTH BAY ASSOCIATION OF REALTORS NORT 7075421579 1030 APOLLO WAY 300 SANTA ROSA CA 95407 LISA BADENFORT CHIEF EXECUTIVE OFFICER 7075421579 2025-07-09 1 0 CATHERINE E SEWELL P00508416 7075453311 2024 2025-03-06 01:10:19Z X LISA BADENFORT 1030 APOLLO WAY SANTA ROSA CA 95407 1585936 0 X WWW.NORTHBAYREALTORS.ORG X 1995 CA REAL ESTATE TRADE ASSOCIATION 11 11 8 86 16470 0 1314774 1500467 26197 30568 33393 49657 -509 2636 1373855 1583328 16021 7200 0 0 861709 827832 0 0 0 686660 705959 1564390 1540991 -190535 42337 1753658 1492170 1075080 771255 678578 720915 X THE NORTH BAY ASSOCIATION OF REALTORS IS A UNIFIED ORGANIZATION BENEFICIALLY REPRESENTING ALL ASPECTS OF ORGANIZED REAL ESTATE, DEDICATED TO SERVING ITS MEMBERS, THE INDUSTRY AND THE COMMUNITY THROUGH THE PROMOTION OF PROFESSIONAL STANDARDS AND ETHICS, PRIVATE PROPERTY RIGHTS AND SERVICES THAT INCREASE THE SUCCESS OF OUR MEMBERS. 0 0 112725 MEMBER EDUCATION PROGRAMS: EDUCATIONAL SEMINARS, WORKSHOPS, COMPUTER-BASED, ON-LINE AND VIDEO CLASSES. 701648 MEMBER INFORMATION: INDUSTRY TRENDS AND OTHER INFORMATION UPDATES THROUGH NEWSLETTERS, PUBLICATIONS, BROADCAST FAXES, THE INTERNET, AND MEETINGS AND CONFERENCES. OVERALL PROMOTION OF THE INDUSTRY, PROFESSIONAL STANDARDS, AND GOVERNMENTAL AFFAIRS. 814373 0 0 1 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 1 0 0 0 0 1 1 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X ASSOCIATION'S OFFICE 7075421579 1030 APOLLO WAY SUITE 300 SANTA ROSA CA 95407 DEAN CASTELLI DIRECTOR 1.00 X 0 0 0 CARMEN CERVANTES DIRECTOR 1.00 X 0 0 0 DIANA GORSISKI TREASURER 1.00 X 0 0 0 CARLA GRIFFIN DIRECTOR 1.00 X 0 0 0 KAREN GROTTE PAST PRESIDENT 1.00 X 0 0 0 GEORGE LAGOYDA DIRECTOR, TREASURER 1.00 X 0 0 0 JAN LOEWEN AFFILIATE DIRECTOR 1.00 X 0 0 0 JUAN NIETO DIRECTOR 1.00 X 0 0 0 LORI SACCO DIRECTOR 1.00 X 0 0 0 RICHARD SELZER PRESIDENT-ELECT 1.00 X 0 0 0 KATE SPADAROTTO PRESIDENT 1.00 X 0 0 0 HEATHER THURBER VICE PRESIDENT 1.00 X 0 0 0 LISA BADENFORT CHIEF EXECUTIVE OFFICER 40.00 X 205860 0 11312 TERESA BIONDI FINANCE DIRECTOR 40.00 X 123462 0 13292 329322 0 24604 2 0 1 0 0 1500467 1500467 CHAPTER FUNCTIONS 561499 24665 24665 OTHER MEMBER SERVICES 900099 5903 5903 30568 33187 33187 16470 0 16470 16470 16470 5244 2608 2636 2636 1583328 33204 16470 33187 7200 7200 353927 176555 177372 383275 229965 153310 11373 6824 4549 34373 20624 13749 44884 26930 17954 50132 30079 20053 24008 2401 21607 52453 52453 4153 1246 2907 219240 120582 98658 2598 1039 1559 112725 112725 15729 6292 9437 6406 1281 5125 OTHER EXPENSE 135524 135524 BANK CHARGES 37051 37051 TELEPHONE 17425 5227 12198 EQUIPMENT RENTAL & MAIN 10911 3273 7638 17604 9677 7927 1540991 814373 726618 0 289 579 1274668 1165123 12863 29906 3736 3885 60355 81365 251832 226272 44909 25560 100 100 356738 185652 1753658 1492170 49097 40046 535250 506860 490733 224349 1075080 771255 X 678578 720915 678578 720915 1753658 1492170 42337 0 X X 1 X 0 1 0 0 97 0 0 0 0 0 1500467 33148 33148 241575 -208427 PART I-A, LINE 1: ORGANIZATION INDIRECTLY PARTICIPATED IN THE PRIMARY ELECTION. ORGANIZATION HELD APPROXIMATELY 10 INTERVIEWS AND ENDORSED 4 CANDIDATES THROUGHOUT THE NORBAR REGION. IN ADDITION, ORGANIZATION MADE ONE LOCAL RECOMMENDATION TO THE STATE ASSOCIATION FOR A STATEWIDE CANDIDATE. THIS INCLUDED 14 VOLUNTEERS AND 1 STAFF PERSON. 1 0 0 210108 0 1 17387 11671 5716 69272 67918 1354 165173 146683 18490 25560 RIGHT OF USE ASSET 185652 185652 ACCRUED VACATION 20885 MEMBERSHIP DUES PAYABLE 3881 OTHER LIABILITIES 1225 PAYROLL & SALES TAX PAYABLE 1470 SALARIES & WAGES PAYABLE 498 LEASE LIABILITY 196390 224349 1 0 0 0 LISA BADENFORT CHIEF EXECUTIVE OFFICER 204321 0 1539 0 0 0 0 0 11312 0 217172 0 0 0 TERESA BIONDI FINANCE DIRECTOR 117983 0 5479 0 0 0 0 0 13292 0 136754 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 REALTOR MEMBERS, INSTITUTE AFFILIATE MEMBERS, PUBLIC SERVICE MEMBERS, HONORARY MEMBERS, AND STUDENT MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE PRESENTS A SLATE OF CANDIDATES TO THE MEMBERSHIP. THE MEMBERSHIP, BY PETITION, CAN ADD ADDITIONAL CANDIDATES TO A BALLOT. THE MEMBERSHIP VOTES FOR ALL NORBAR BOARD OF DIRECTOR POSITIONS AND LEADERSHIP POSITIONS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING BODY OF THE ASSOCIATION SHALL BE A BOARD OF DIRECTORS CONSISTING OF THE ELECTED OFFICERS AND REALTOR MEMBERS OF THE ASSOCIATION. ONLY REALTOR MEMBERS WHETHER PRIMARY OR SECONDARY IN GOOD STANDING WHOSE FINANCIAL OBLIGATIONS TO THE ASSOCIATION ARE PAID IN FULL, SHALL BE ENTITLED TO VOTE AND TO HOLD ELECTIVE OFFICE IN THE ASSOCIATION. PROXY VOTING IS NOT ALLOWED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM BASED ON ASSOCIATION PROVIDED FINANCIAL INFORMATION. THE ASSOCIATION EXCECUTIVE REVIEWS THE COMPLETED FORM 990 AND PRESENTS IT TO THE GOVERNING BODY BEFORE IT IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES ARE RESPONSIBLE TO PROTECT THE INTEREST OF THE ASSOCIATION, AND ARE THEREFORE, PROHIBITED FROM ENGAGING IN CERTAIN ACTIVITIES WHICH ARE, OR COULD LEAD TO, A CONFLICT OF INTEREST WITH THE ASSOCIATION OR ITS MEMBERS. SUCH ACTIVITIES INCLUDE BUT ARE NOT LIMITED TO, PROHIBITED TO ENGAGE IN THE PRACTICE OF REAL ESTATE, ANY COMPENSATION RECEIVED DIRECTLY OR INDIRECTLY FOR SERVICES PERFORMED IN COMPETITION WITH THE ASSOCIATION. IF EMPLOYEES ARE ENGAGED IN AN ACTIVITY THAT COULD POSSIBLY BE CONSIDERED TO CONSTITUTE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, IT IS THE EMPLOYEE'S RESPONSIBILITY TO BRING IT IMMEDIATELY TO THE ATTENTION OF THE ASSOCIATION EXECUTIVE FOR A DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING AND ANALYZING THE SALARY AND PERFORMANCE OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990. PART XII, LINE 2C ORGANIZATION HAS COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENTS REVIEW AND THEIR PROCESSES DID NOT CHANGE FROM PRIOR YEAR.