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Upstate Alliance 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
$723k (2023)

Expenses
$685k (2023)

Total Assets
$5.25M (2023)

Total Liabilities
$514k (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
$723,133
Expenses
$685,379
Net Income
$37,754
Net Assets
$4,737,494
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $647,108
89.5%
Investment Income $75,730
10.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $18,353
2.5%
Net Fundraising $887
0.1%
Sales of Assets -$15,814
Net Inventory Sales $2,746
0.4%
Other Revenue $713
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $37,000
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $190,017
27.7%
Assets/Debt
Total Assets $5,251,057
Total Liabilities $513,563
Net Assets $4,737,494
Compensation
Key Employees and Officers Compensation Related Other
David Belew (Executive Of) $148,000 $0 $23,049
Rudy Koch (President) $0 $0 $0
Michael Patmore (Vice Preside) $0 $0 $0
Sue Teasdale (Treasurer) $0 $0 $0
Joel Essex (Secretary) $0 $0 $0
Kim Ward (Director) $0 $0 $0
Beverly Grzych (Director) $0 $0 $0
Patrick Maloblocki (Director) $0 $0 $0
Clay Weir (Director) $0 $0 $0
Ed Mccutcheon (Director) $0 $0 $0
James Reecer (Director) $0 $0 $0
Gemma Mcclendon (Director) $0 $0 $0
Jamie Lancia (Director) $0 $0 $0
Angela Harouff (Director) $0 $0 $0
Jen Luke (Director) $0 $0 $0
Chris Parker (Director) $0 $0 $0
Kim Haneline Patmore (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$799,577
Expenses
$611,068
Net Income
$188,509
Net Assets
$4,425,508
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $673,592
84.2%
Investment Income $54,285
6.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $16,087
2.0%
Net Fundraising -$3,971
Sales of Assets $55,283
6.9%
Net Inventory Sales -$549
Other Revenue $390
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $73,839
12.1%
Professional Fundraising Fees $0
Other Salaries and Wages $127,155
20.8%
Assets/Debt
Total Assets $4,885,485
Total Liabilities $459,977
Net Assets $4,425,508
Compensation
Key Employees and Officers Compensation Related Other
David Belew (Executive Of) $147,678 $0 $22,829
Joel Essex (President) $0 $0 $0
Michael Patmore (Secretary /T) $0 $0 $0
Kim Ward (Director) $0 $0 $0
Beverly Grzych (Director) $0 $0 $0
Patrick Maloblocki (Director) $0 $0 $0
Clay Weir (Director) $0 $0 $0
Ed Mccutcheon (Director) $0 $0 $0
James Reecer (Director) $0 $0 $0
Gemma Mcclendon (Director) $0 $0 $0
Donald Patmore (Director) $0 $0 $0
Jamie Lancia (Director) $0 $0 $0
Dave Dehaven (Director) $0 $0 $0
Angela Grable (Director) $0 $0 $0
Nick Huffman (Director) $0 $0 $0
Jonathan Morales (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$745,643
Expenses
$531,733
Net Income
$213,910
Net Assets
$4,737,832
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $612,458
82.1%
Investment Income $38,610
5.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,708
0.5%
Net Fundraising $368
0.0%
Sales of Assets $86,341
11.6%
Net Inventory Sales -$1,411
Other Revenue $6,646
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $146,500
27.6%
Professional Fundraising Fees $0
Other Salaries and Wages $48,256
9.1%
Assets/Debt
Total Assets $5,229,893
Total Liabilities $492,061
Net Assets $4,737,832
Compensation
Key Employees and Officers Compensation Related Other
Dave Belew (Executive Officer) $129,250 $0 $8,250
Renee Cox (Past President) $9,000 $0 $0
Katie Brown (Secretary Treasurer) $0 $0 $0
Adam Smith (President) $0 $0 $0
Joel Essex (President Elect) $0 $0 $0
Dave Dehaven (Director) $0 $0 $0
Tony Didier (Director) $0 $0 $0
Angela Grable (Director) $0 $0 $0
Nick Huffman (Director) $0 $0 $0
Patrick Maloblocki (Director) $0 $0 $0
Ed Mccutcheon (Director) $0 $0 $0
Jonathan Morales (Director) $0 $0 $0
J Kyle Ness (Director) $0 $0 $0
Todd Stock (Director) $0 $0 $0
Isaac Stoller (Director) $0 $0 $0
Kim Ward (Director) $0 $0 $0
Mihcael Patmore (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$585,337
Expenses
$581,907
Net Income
$3,430
Net Assets
$4,502,434
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $572,649
97.8%
Investment Income $31,790
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $12,393
2.1%
Net Fundraising $2,344
0.4%
Sales of Assets -$33,412
Net Inventory Sales $1,131
0.2%
Other Revenue $63
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $46,438
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $99,921
17.2%
Assets/Debt
Total Assets $4,992,472
Total Liabilities $490,038
Net Assets $4,502,434
Compensation
Key Employees and Officers Compensation Related Other
David Belew (Executive Officer 8/1/20 12/31/20) $61,809 $0 $1,306
Katrina Kay (Executive Officer 1/1/20 7/31/20) $46,701 $0 $3,250
Elizabeth Walker (Director Past President) $0 $3,000 $0
Renee Cox (President) $0 $0 $0
Adam Smith (President Elect) $0 $0 $0
Joel Essex (Secretary Treasurer) $0 $0 $0
Angie Buchs (Director) $0 $0 $0
Dave Dehaven (Director) $0 $0 $0
Tony Didier (Director) $0 $0 $0
Angela Grable (Director) $0 $0 $0
Nick Huffman (Director) $0 $0 $0
Patrick Maloblocki (Director) $0 $0 $0
Ed Mccutcheon (Director) $0 $0 $0
Terry Miller (Director) $0 $0 $0
J Kyle Ness (Director) $0 $0 $0
Todd Stock (Director) $0 $0 $0
Isaac Stoller (Director) $0 $0 $0
Kim Ward (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$662,370
Expenses
$546,899
Net Income
$115,471
Net Assets
$4,291,163
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $575,743
86.9%
Investment Income $80,695
12.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $8,170
1.2%
Net Fundraising $483
0.1%
Sales of Assets -$4,226
Net Inventory Sales -$469
Other Revenue $1,195
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $93,308
17.1%
Professional Fundraising Fees $0
Other Salaries and Wages $37,785
6.9%
Assets/Debt
Total Assets $4,723,770
Total Liabilities $432,607
Net Assets $4,291,163
Compensation
Key Employees and Officers Compensation Related Other
Katrina Kay (Executive Officer) $74,808 $0 $6,500
Mary Mauger (Past President) $12,000 $0 $0
Elizabeth Walker (President) $0 $0 $0
Renee Cox (President Elect) $0 $0 $0
David Dehaven (Director) $0 $0 $0
Tony Didier (Director) $0 $0 $0
Angie Buchs (Director) $0 $0 $0
Ronald King (Director) $0 $0 $0
J Kyle Ness (Director) $0 $0 $0
Patrick Maloblocki (Director) $0 $0 $0
Ed Mccutcheon (Director) $0 $0 $0
Terry Miller (Director) $0 $0 $0
Will Rogers (Director) $0 $0 $0
Mary Sherer (Director) $0 $0 $0
Todd Stock (Director) $0 $0 $0
Isaac Stoller (Director) $0 $0 $0
Adam Smith (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$647,388
Expenses
$542,802
Net Income
$104,586
Net Assets
$3,844,837
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $565,247
87.3%
Investment Income $71,640
11.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $11,318
1.7%
Net Fundraising $660
0.1%
Sales of Assets -$3,076
Net Inventory Sales $1,427
0.2%
Other Revenue $172
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $87,950
16.2%
Professional Fundraising Fees $0
Other Salaries and Wages $40,240
7.4%
Assets/Debt
Total Assets $4,306,061
Total Liabilities $461,224
Net Assets $3,844,837
Compensation
Key Employees and Officers Compensation Related Other
Katrina Kay (Executive Officer) $69,450 $0 $6,500
Kimberly Ward (Past President) $12,000 $0 $0
Mary Mauger (President) $0 $0 $0
Elizabeth Walker (President Elect) $0 $0 $0
Renee Cox (Secretary/Treasurer) $0 $0 $0
David Dehaven (Director) $0 $0 $0
Tony Didier (Director) $0 $0 $0
Susan Goree (Director) $0 $0 $0
Ronald King (Director) $0 $0 $0
Joseph Leksich (Director) $0 $0 $0
Patrick Maloblocki (Director) $0 $0 $0
Ed Mccutcheon (Director) $0 $0 $0
Terry Miller (Director) $0 $0 $0
Will Rogers (Director) $0 $0 $0
Mary Sherer (Director) $0 $0 $0
Todd Stock (Director) $0 $0 $0
Isaac Stoller (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$624,865
Expenses
$409,919
Net Income
$214,946
Net Assets
$3,817,116
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $563,361
90.2%
Investment Income $47,235
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $12,135
1.9%
Net Fundraising -$1,602
Sales of Assets $5,393
0.9%
Net Inventory Sales -$2,613
Other Revenue $956
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $74,000
18.1%
Professional Fundraising Fees $0
Other Salaries and Wages $24,797
6.0%
Assets/Debt
Total Assets $4,226,862
Total Liabilities $409,746
Net Assets $3,817,116
Compensation
Key Employees and Officers Compensation Related Other
Katrina Kay (Executive Officer) $74,000 $0 $12,000
Kimberly Ward (President) $0 $0 $0
Mary Mauger (President Elect) $0 $0 $0
Elizabeth Walker (Secretary/Treasurer) $0 $0 $0
Linda Broman (Director) $0 $0 $0
Renee Cox (Director) $0 $0 $0
Tony Didier (Director) $0 $0 $0
Blake Fiechter (Director) $0 $0 $0
Susan Goree (Director) $0 $0 $0
Joseph Leksich (Director) $0 $0 $0
Kurt Ness (Director) $0 $0 $0
Will Rogers (Director) $0 $0 $0
John Schindler (Director) $0 $0 $0
Mary Sherer (Director) $0 $0 $0
Todd Stock (Director) $0 $0 $0
Brenda Williams (Past President) $0 $0 $0
Alan Updike (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$567,889
Expenses
$468,785
Net Income
$99,104
Net Assets
$3,412,212
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $528,920
93.1%
Investment Income $31,466
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $12,614
2.2%
Net Fundraising -$1,378
Sales of Assets -$4,021
Net Inventory Sales -$575
Other Revenue $863
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $97,097
20.7%
Assets/Debt
Total Assets $3,855,271
Total Liabilities $443,059
Net Assets $3,412,212
Compensation
Key Employees and Officers Compensation Related Other
Katrina Kay (Executive Officer) $72,808 $0 $0
Brenda Williams (President) $0 $0 $0
Kimberly Ward (President Elect) $0 $0 $0
Mary Mauger (Secretary/Treasurer) $0 $0 $0
Tony Didier (Director) $0 $0 $0
Linda Broman (Director) $0 $0 $0
Matt Byrd (Director) $0 $0 $0
Renee Cox (Director) $0 $0 $0
Kurt Ness (Director) $0 $0 $0
Blake Fiechter (Director) $0 $0 $0
John Schindler (Director) $0 $0 $0
Mary Sherer (Director) $0 $0 $0
Al Updike (Director) $0 $0 $0
Beth Walker (Director) $0 $0 $0
Joseph Leksich (Director) $0 $0 $0
David Mervar (Past President) $0 $0 $0
Todd Stock (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$807,083
Expenses
$685,269
Net Income
$121,814
Net Assets
$3,222,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
0.6%
Program Services $436,668
54.1%
Investment Income $13,778
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $45,792
5.7%
Net Fundraising $40,899
5.1%
Sales of Assets $0
Net Inventory Sales -$367
Other Revenue $265,313
32.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $66,950
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $291,502
42.5%
Assets/Debt
Total Assets $3,720,358
Total Liabilities $497,734
Net Assets $3,222,624
Compensation
Key Employees and Officers Compensation Related Other
Katrina Kay (Executive Officer) $66,950 $0 $0
David Mervar (President) $0 $0 $0
Brenda Williams (President Elect) $0 $0 $0
Kimberly Ward (Secretary/Treasurer) $0 $0 $0
John Bellio (Director) $0 $0 $0
Linda Broman (Director) $0 $0 $0
Matt Byrd (Director) $0 $0 $0
Renee Cox (Director) $0 $0 $0
Kurt Ness (Director) $0 $0 $0
Douglas Noll (Director) $0 $0 $0
John Schindler (Director) $0 $0 $0
Mary Sherer (Director) $0 $0 $0
Al Updike (Director) $0 $0 $0
Beth Walker (Director) $0 $0 $0
Chris J Yoder (Director) $0 $0 $0
J Kyle Ness (Past President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$808,559
Expenses
$640,878
Net Income
$167,681
Net Assets
$2,171,235
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $468,910
58.0%
Investment Income $24,705
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $45,792
5.7%
Net Fundraising $4,395
0.5%
Sales of Assets $0
Net Inventory Sales $5,320
0.7%
Other Revenue $259,437
32.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $350,869
54.7%
Assets/Debt
Total Assets $2,752,166
Total Liabilities $580,931
Net Assets $2,171,235

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$872,544
Expenses
$782,414
Net Income
$90,130
Net Assets
$2,038,616
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,752
0.9%
Program Services $402,283
46.1%
Investment Income $17,376
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $45,452
5.2%
Net Fundraising $13,438
1.5%
Sales of Assets $0
Net Inventory Sales $938
0.1%
Other Revenue $385,305
44.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $358,659
45.8%
Assets/Debt
Total Assets $2,558,350
Total Liabilities $519,734
Net Assets $2,038,616

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$780,696
Expenses
$792,399
Net Income
-$11,703
Net Assets
$1,954,577
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $379,275
48.6%
Investment Income $21,199
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $41,712
5.3%
Net Fundraising $0
Sales of Assets $500
0.1%
Net Inventory Sales -$3,237
Other Revenue $341,247
43.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $78,936
10.0%
Professional Fundraising Fees $0
Other Salaries and Wages $389,854
49.2%
Assets/Debt
Total Assets $2,556,987
Total Liabilities $602,410
Net Assets $1,954,577

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$784,334
Expenses
$857,362
Net Income
-$73,028
Net Assets
$1,973,595
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $337,413
43.0%
Investment Income $23,796
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $41,712
5.3%
Net Fundraising $4,864
0.6%
Sales of Assets $0
Net Inventory Sales $1,551
0.2%
Other Revenue $374,998
47.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $91,478
10.7%
Professional Fundraising Fees $0
Other Salaries and Wages $374,223
43.6%
Assets/Debt
Total Assets $2,552,257
Total Liabilities $578,662
Net Assets $1,973,595

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.
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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  • Raw filing data. Includes EINs and summary financials as structured data.
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