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Southern Ohio Board Of Realtors Inc

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$195k (2023)

Expenses
$240k (2023)

Total Assets
$273k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$195,310
Expenses
$239,738
Net Income
-$44,428
Net Assets
$272,773
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $187,408
96.0%
Investment Income $601
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,301
3.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $55,761
23.3%
Assets/Debt
Total Assets $272,773
Total Liabilities $0
Net Assets $272,773
Compensation
Key Employees and Officers Compensation Related Other
Quivari Jackson (Director) $0 $0 $0
Kristen Hess Winters (Director) $0 $0 $0
Rob Sheil (Director) $0 $0 $0
Jill Ring (Director) $0 $0 $0
Vicki White (Director) $0 $0 $0
Brigette Waggoner (Director) $0 $0 $0
Tina Mattix (Director) $0 $0 $0
Marianne Gibbs (Director) $0 $0 $0
Jill Ring (Director) $0 $0 $0
Cody Colwell (Director) $0 $0 $0
Carrie Mcintosh Owens (Treasurer) $0 $0 $0
Sandra Haverland (Executive Officer) $0 $0 $0
Rusty Fife (Secretary) $0 $0 $0
Trisha Hudson (President Elect) $0 $0 $0
Kellie Barter (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$193,543
Expenses
$143,460
Net Income
$50,083
Net Assets
$278,262
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $184,300
95.2%
Investment Income $311
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,932
4.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $27,495
19.2%
Assets/Debt
Total Assets $278,262
Total Liabilities $0
Net Assets $278,262
Compensation
Key Employees and Officers Compensation Related Other
Jill Ring (Director) $0 $0 $0
Briggette Waggoner (Director) $0 $0 $0
Rusty Fite (Director) $0 $0 $0
Juli Daly (Director) $0 $0 $0
Catie Vandervelde (Director) $0 $0 $0
Tina Mattix (Director) $0 $0 $0
Doris Swayne (Director) $0 $0 $0
Carrie Mcintosh Owens (Director) $0 $0 $0
Vicki White (Director) $0 $0 $0
Jill Ring (Director) $0 $0 $0
Shirlie Winters (Treasurer) $0 $0 $0
Greg Traynor (Past President) $0 $0 $0
Alexia Billings (Executive Officer) $0 $0 $0
Jamie Dales Reynolds (President Elect) $0 $0 $0
Tricia Hudson (President) $0 $0 $0
Terry Fisher (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$141,786
Expenses
$138,801
Net Income
$2,985
Net Assets
$228,179
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $117,058
82.6%
Investment Income $44
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $24,684
17.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $46,574
33.6%
Assets/Debt
Total Assets $228,179
Total Liabilities $0
Net Assets $228,179
Compensation
Key Employees and Officers Compensation Related Other
Jill Ring (Director) $0 $0 $0
Briggette Waggoner (Director) $0 $0 $0
Rusty Fite (Director) $0 $0 $0
Juli Daly (Director) $0 $0 $0
Catie Vandervelde (Director) $0 $0 $0
Tina Mattix (Director) $0 $0 $0
Doris Swayne (Director) $0 $0 $0
Carrie Mcintosh Owens (Director) $0 $0 $0
Vicki White (Director) $0 $0 $0
Jill Ring (Director) $0 $0 $0
Shirlie Winters (Treasurer) $0 $0 $0
Greg Traynor (Past President) $0 $0 $0
Alexia Billings (Executive Officer) $0 $0 $0
Jamie Dales Reynolds (President Elect) $0 $0 $0
Tricia Hudson (President) $0 $0 $0
Terry Fisher (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$165,908
Expenses
$142,930
Net Income
$22,978
Net Assets
$189,192
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $163,983
98.8%
Investment Income $88
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,837
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $54,365
38.0%
Assets/Debt
Total Assets $263,824
Total Liabilities $74,632
Net Assets $189,192
Compensation
Key Employees and Officers Compensation Related Other
Jill Ring (Director) $0 $0 $0
Briggette Waggoner (Director) $0 $0 $0
Rusty Fite (Director) $0 $0 $0
Juli Daly (Director) $0 $0 $0
Catie Vandervelde (Director) $0 $0 $0
Tina Mattix (Director) $0 $0 $0
Doris Swayne (Director) $0 $0 $0
Carrie Mcintosh Owens (Director) $0 $0 $0
Vicki White (Director) $0 $0 $0
Jill Ring (Director) $0 $0 $0
Shirlie Winters (Treasurer) $0 $0 $0
Greg Traynor (Past President) $0 $0 $0
Alexia Billings (Executive Officer) $0 $0 $0
Jamie Dales Reynolds (President Elect) $0 $0 $0
Tricia Hudson (President) $0 $0 $0
Terry Fisher (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$206,139
Expenses
$222,762
Net Income
-$16,623
Net Assets
$166,214
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $176,576
85.7%
Investment Income $54
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $29,509
14.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $71,022
31.9%
Assets/Debt
Total Assets $212,560
Total Liabilities $46,346
Net Assets $166,214
Compensation
Key Employees and Officers Compensation Related Other
Caitlin Baumgartner (Executive Officer) $34,512 $0 $0
Carrie Mcintosh Owens (Director) $0 $0 $0
Jill Ring (Director) $0 $0 $0
Catie Vandervelde (Director) $0 $0 $0
Juli Daly (Director) $0 $0 $0
Rusty Fite (Director) $0 $0 $0
Briggette Waggoner (Director) $0 $0 $0
Vicki White (Director) $0 $0 $0
Jill Ring (Director) $0 $0 $0
Tina Mattix (Director) $0 $0 $0
Doris Swayne (Director) $0 $0 $0
Greg Traynor (Past President) $0 $0 $0
Shirlie Winters (Treasurer) $0 $0 $0
Terry Fisher (Secretary) $0 $0 $0
Tricia Hudson (President) $0 $0 $0
Jamie Dales Reynolds (President Elect) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$202,335
Expenses
$202,566
Net Income
-$231
Net Assets
$182,837
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $202,209
99.9%
Investment Income $126
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $71,084
35.1%
Assets/Debt
Total Assets $222,636
Total Liabilities $39,799
Net Assets $182,837
Compensation
Key Employees and Officers Compensation Related Other
Caitlin Baumgartner (Executive Of) $28,206 $0 $0
Tricia Hudson (President El) $0 $0 $0
Jill Ring (Director) $0 $0 $0
Jamie Dales Reynolds (Director) $0 $0 $0
Catie Vandervelde (Director) $0 $0 $0
Kristy Fannin (Director) $0 $0 $0
Kathleen Niemer (Director) $0 $0 $0
Scott Crawford (Director) $0 $0 $0
Vicki White (Director) $0 $0 $0
Jill Lorentz (Director) $0 $0 $0
Tina Mattix (Director) $0 $0 $0
Joe Scanlon (Director) $0 $0 $0
Robyn Coommer (Director) $0 $0 $0
Greg Traynor (President) $0 $0 $0
Carrie Mcintosh Owens (Past Preside) $0 $0 $0
Shirley Winters (Treasurer) $0 $0 $0
Terry Fisher (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$154,046
Expenses
$154,008
Net Income
$38
Net Assets
$183,068
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,328
13.2%
Investment Income $30
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $202,722
Total Liabilities $19,654
Net Assets $183,068
Compensation
Key Employees and Officers Compensation Other
Caitlin Baumgartner (Executive Of) $31,000 $0
Roberta Sheppard (Assistant Ex) $27,900 $0
Carrie Mcintosh Owens (President) $0 $0
Shirley Winters (Treasurer) $0 $0
Greg Traynor (President El) $0 $0
Kelly Weir (Past Presden) $0 $0
Terry Fisher (Secretary) $0 $0
Jim Bridges (Director) $0 $0
Jill Ring (Director) $0 $0
Jamie Dales Reynolds (Director) $0 $0
Catie Vandervelde (Director) $0 $0
Kristy Fannin (Director) $0 $0
Kathleen Niemer (Director) $0 $0
Tricia Hudson (Director) $0 $0
Tammy Will (Director) $0 $0
Vicki White (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$126,538
Expenses
$131,233
Net Income
-$4,695
Net Assets
$183,031
Notable Sources of Revenue Percent of Total Revenue
Contributions $111,069
87.8%
Program Services $15,255
12.1%
Investment Income $214
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $183,396
Total Liabilities $365
Net Assets $183,031
Compensation
Key Employees and Officers Compensation Other
Caitlin Baumgartner (Executive Of) $20,335 $0
Kelly Weir (Presdent) $0 $0
Shirley Winters (Treasurer) $0 $0
Carrie Mcintosh Owens (Past Preside) $0 $0
Terry Fisher (Secretary) $0 $0
Jim Bridges (Director) $0 $0
Jill Ring (Director) $0 $0
Jamie Dales Reynolds (Director) $0 $0
Paula Hoeflich (Director) $0 $0
Kristy Fannin (Director) $0 $0
Kathy Niemer (Director) $0 $0
Greg Traynor (Director) $0 $0
Tricia Hudson (Director) $0 $0
Tammy Will (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$109,716
Expenses
$102,700
Net Income
$7,016
Net Assets
$187,727
Notable Sources of Revenue Percent of Total Revenue
Contributions $95,636
87.2%
Program Services $12,600
11.5%
Investment Income $1,480
1.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $217,658
Total Liabilities $29,931
Net Assets $187,727
Compensation
Key Employees and Officers Compensation Other
Roberta Sheppard (Assoc. Execu) $33,280 $0
Carrie Mcintosh Owens (Presdent) $0 $0
Doris Swayne (Treasurer) $0 $0
Brian Wright (Past Preside) $0 $0
Kelly Weir (President El) $0 $0
Jim Bridges (Secretary) $0 $0
Terry Fisher (Director) $0 $0
Shirley Winters (Director) $0 $0
Jill Ring (Director) $0 $0
Jamie Dales Reynolds (Director) $0 $0
Paula Hoeflich (Director) $0 $0
Kathy Niemer (Director) $0 $0
Gloria Chase (Director) $0 $0
Tricia Hudson (Director) $0 $0
Tammy Will (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$88,906
Expenses
$84,799
Net Income
$4,107
Net Assets
$180,711
Notable Sources of Revenue Percent of Total Revenue
Contributions $81,798
92.0%
Program Services $6,503
7.3%
Investment Income $605
0.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $210,543
Total Liabilities $29,832
Net Assets $180,711
Compensation
Key Employees and Officers Compensation Other
Roberta Sheppard (Assoc. Execu) $30,000 $0
Brian Wright (Presdent) $0 $0
Jim Bridges (Secretary) $0 $0
Carrie Mcintosh Owens (President El) $0 $0
Shirley Winters (Treasurer) $0 $0
Doris Swayne (Director) $0 $0
Jill Ring (Director) $0 $0
Kelly Weir (Director) $0 $0
Kathy Niemer (Director) $0 $0
Jamie Dales Reynolds (Director) $0 $0
Paula Hoeflich (Director) $0 $0
Gary Black (Director) $0 $0
Gloria Chase (Director) $0 $0
Terry Fisher (Director) $0 $0
Derek Tye (Past Preside) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,745
Expenses
$93,050
Net Income
-$20,305
Net Assets
$176,604
Notable Sources of Revenue Percent of Total Revenue
Contributions $58,913
81.0%
Program Services $12,983
17.8%
Investment Income $849
1.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $196,346
Total Liabilities $19,742
Net Assets $176,604
Compensation
Key Employees and Officers Compensation Other
Roberta Sheppard (Assoc. Execu) $30,000 $0
Brian Wright (Presdent) $0 $0
Jim Bridges (Secretary) $0 $0
Carrie Mcintosh Owens (President El) $0 $0
Shirley Winters (Treasurer) $0 $0
Doris Swayne (Director) $0 $0
Jill Ring (Director) $0 $0
Kelly Weir (Director) $0 $0
Kathy Niemer (Director) $0 $0
Jamie Dales Reynolds (Director) $0 $0
Paula Hoeflich (Director) $0 $0
Gary Black (Director) $0 $0
Gloria Chase (Director) $0 $0
Terry Fisher (Director) $0 $0
Derek Tye (Past Preside) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$124,388
Expenses
$110,286
Net Income
$14,102
Net Assets
$196,909
Notable Sources of Revenue Percent of Total Revenue
Contributions $110,024
88.5%
Program Services $12,943
10.4%
Investment Income $1,421
1.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $199,697
Total Liabilities $2,788
Net Assets $196,909

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$130,583
Expenses
$107,589
Net Income
$22,994
Net Assets
$182,807
Notable Sources of Revenue Percent of Total Revenue
Contributions $115,165
88.2%
Program Services $14,178
10.9%
Investment Income $1,240
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $182,807
Total Liabilities $0
Net Assets $182,807

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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