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Loveland Berthoud Association 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.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$197k (2023)

Expenses
$228k (2023)

Total Assets
$1.67M (2023)

Total Liabilities
$42.2k (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 Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$196,912
Expenses
$228,197
Net Income
-$31,285
Net Assets
$1,624,150
Notable Sources of Revenue Percent of Total Revenue
Contributions $181,371
92.1%
Program Services $34,039
17.3%
Investment Income $20,215
10.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $3,036
1.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$41,749
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $101,546
44.5%
Assets/Debt
Total Assets $1,666,328
Total Liabilities $42,178
Net Assets $1,624,150
Compensation
Key Employees and Officers Compensation Related Other
Rob Proctor (Director) $0 $0 $0
Roberto Ortiz (Director) $0 $0 $0
Erich Menzel (President) $0 $0 $0
Leah Ludwick (Director) $0 $0 $0
Sarah Warnock (Director) $0 $0 $0
Lindsay Chacon (Director) $0 $0 $0
David Powell (Director) $0 $0 $0
Stephanie Lane (Director) $0 $0 $0
Troy Zwickle (President Elect) $0 $0 $0
Meagan Griesel (Director) $0 $0 $0
Christian Lasher (Ex Officio) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$347,448
Expenses
$227,315
Net Income
$120,133
Net Assets
$1,535,023
Notable Sources of Revenue Percent of Total Revenue
Contributions $175,878
50.6%
Program Services $37,873
10.9%
Investment Income $18,817
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $6,922
2.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $107,958
31.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $91,260
40.1%
Assets/Debt
Total Assets $1,581,590
Total Liabilities $46,567
Net Assets $1,535,023
Compensation
Key Employees and Officers Compensation Related Other
Matt Kurtz (Director) $0 $0 $0
Roberto Ortiz (Director) $0 $0 $0
Erich Menzel (Director) $0 $0 $0
Leah Ludwick (Director) $0 $0 $0
Sarah Warnock (Director) $0 $0 $0
Edith Dore (Director) $0 $0 $0
David Powell (Director) $0 $0 $0
Stephanie Lane (Director) $0 $0 $0
Troy Zwickle (Director) $0 $0 $0
Meagan Griesel (Director) $0 $0 $0
Christian Lasher (Member) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$365,315
Expenses
$179,090
Net Income
$186,225
Net Assets
$1,786,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $166,858
45.7%
Program Services $38,778
10.6%
Investment Income $11,799
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,085
0.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $145,795
39.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $82,017
45.8%
Assets/Debt
Total Assets $1,840,936
Total Liabilities $54,074
Net Assets $1,786,862
Compensation
Key Employees and Officers Compensation Related Other
Leah Ludwick (Director) $0 $0 $0
Roberto Ortiz (Director) $0 $0 $0
Erich Menzel (Director) $0 $0 $0
Edith Dore (Director) $0 $0 $0
Sarah Warnock (Director) $0 $0 $0
Matt Kurtz (Director) $0 $0 $0
David Powell (Director) $0 $0 $0
Stephanie Lane (Director) $0 $0 $0
Troy Zwickle (Director) $0 $0 $0
Meagan Griesel (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$359,372
Expenses
$205,981
Net Income
$153,391
Net Assets
$1,750,100
Notable Sources of Revenue Percent of Total Revenue
Contributions $152,671
42.5%
Program Services $35,901
10.0%
Investment Income $8,811
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $24,970
6.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $137,019
38.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $82,497
40.1%
Assets/Debt
Total Assets $1,795,230
Total Liabilities $45,130
Net Assets $1,750,100
Compensation
Key Employees and Officers Compensation Related Other
Agi Donahue (Director) $0 $0 $0
Roberto Ortiz (Director) $0 $0 $0
Erich Menzel (Director) $0 $0 $0
Edith Dore (Director) $0 $0 $0
Sarah Warnock (Director) $0 $0 $0
Matt Kurtz (Director) $0 $0 $0
David Powell (Director) $0 $0 $0
Stephanie Lane (Director) $0 $0 $0
Troy Zwickle (Director) $0 $0 $0
Meagan Griesel (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$339,995
Expenses
$220,723
Net Income
$119,272
Net Assets
$1,518,646
Notable Sources of Revenue Percent of Total Revenue
Contributions $150,448
44.3%
Program Services $44,124
13.0%
Investment Income $13,321
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $15,727
4.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $116,375
34.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $81,332
36.8%
Assets/Debt
Total Assets $1,552,940
Total Liabilities $34,294
Net Assets $1,518,646
Compensation
Key Employees and Officers Compensation Related Other
Bob Skillman (Director) $0 $0 $0
Roberto Ortiz (Director) $0 $0 $0
Erich Menzel (Director) $0 $0 $0
Christina Huff (Director) $0 $0 $0
Sarah Warnock (Director) $0 $0 $0
Matt Kurtz (Director) $0 $0 $0
David Powell (Director) $0 $0 $0
Stephanie Lane (Director) $0 $0 $0
Robert Walkowicz (Director) $0 $0 $0
Meagan Griesel (Director) $0 $0 $0
Christian Lasher (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$273,047
Expenses
$199,770
Net Income
$73,277
Net Assets
$1,347,232
Notable Sources of Revenue Percent of Total Revenue
Contributions $128,815
47.2%
Program Services $44,655
16.4%
Investment Income $5,000
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $21,022
7.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $73,555
26.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $79,848
40.0%
Assets/Debt
Total Assets $1,381,812
Total Liabilities $34,580
Net Assets $1,347,232
Compensation
Key Employees and Officers Compensation Related Other
Bob Skillman (Director) $0 $0 $0
Roberto Ortiz (Director) $0 $0 $0
Miki Roth (Director) $0 $0 $0
Christina Huff (Director) $0 $0 $0
Sarah Warnock (Director) $0 $0 $0
Matt Kurtz (Director) $0 $0 $0
David Powell (Director) $0 $0 $0
Stephanie Lane (Director) $0 $0 $0
Robert Walkowicz (Director) $0 $0 $0
Debbie Hansen (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$423,882
Expenses
$194,977
Net Income
$228,905
Net Assets
$1,199,656
Notable Sources of Revenue Percent of Total Revenue
Contributions $120,606
28.5%
Program Services $67,283
15.9%
Investment Income $27,624
6.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $208,369
49.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $77,619
39.8%
Assets/Debt
Total Assets $1,229,451
Total Liabilities $29,795
Net Assets $1,199,656
Compensation
Key Employees and Officers Compensation Related Other
Bob Skillman (Director) $0 $0 $0
Mark Koentopp (Chairman) $0 $0 $0
Miki Roth (Director) $0 $0 $0
Dudley Kirkpatrick (Director) $0 $0 $0
Sarah Warnock (Director) $0 $0 $0
Kurt Albers (Director) $0 $0 $0
David Powell (Director) $0 $0 $0
Stephanie Lane (Director) $0 $0 $0
Robert Walkowicz (Director) $0 $0 $0
Debbie Hansen (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$314,362
Expenses
$163,643
Net Income
$150,719
Net Assets
$1,004,192
Notable Sources of Revenue Percent of Total Revenue
Contributions $114,273
36.4%
Program Services $37,073
11.8%
Investment Income $9,385
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,915
1.6%
Sales of Assets $0
Net Inventory Sales $2,347
0.7%
Other Revenue $146,369
46.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $73,033
44.6%
Assets/Debt
Total Assets $1,049,123
Total Liabilities $44,931
Net Assets $1,004,192
Compensation
Key Employees and Officers Compensation Related Other
Bob Skillman (Director) $0 $0 $0
Mark Koentopp (Chairman) $0 $0 $0
Miki Roth (Director) $0 $0 $0
Dudley Kirkpatrick (Director) $0 $0 $0
Sarah Warnock (Director) $0 $0 $0
Kurt Albers (Director) $0 $0 $0
David Powell (Director) $0 $0 $0
Stephanie Lane (Director) $0 $0 $0
Robert Walkowicz (Director) $0 $0 $0
Debbie Hansen (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$247,204
Expenses
$163,474
Net Income
$83,730
Net Assets
$882,866
Notable Sources of Revenue Percent of Total Revenue
Contributions $107,369
43.4%
Program Services $26,738
10.8%
Investment Income $9,948
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $6,019
2.4%
Sales of Assets $0
Net Inventory Sales $3,406
1.4%
Other Revenue $93,724
37.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $70,680
43.2%
Assets/Debt
Total Assets $918,476
Total Liabilities $35,610
Net Assets $882,866
Compensation
Key Employees and Officers Compensation Related Other
Bob Skillman (Chairman) $0 $0 $0
Mark Koentopp (Director) $0 $0 $0
Rob Proctor (Director) $0 $0 $0
Miki Roth (Director) $0 $0 $0
Kathleen Gruman (Director) $0 $0 $0
Dudley Kirkpatrick (Director) $0 $0 $0
Jill Leichliter (Director) $0 $0 $0
Sarah Warnock (Director) $0 $0 $0
Kurt Albers (Director) $0 $0 $0
David Powell (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$201,702
Expenses
$145,718
Net Income
$55,984
Net Assets
$829,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $110,184
54.6%
Program Services $17,224
8.5%
Investment Income $8,018
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,472
1.2%
Sales of Assets $0
Net Inventory Sales $3,528
1.7%
Other Revenue $60,276
29.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $65,505
45.0%
Assets/Debt
Total Assets $857,671
Total Liabilities $27,846
Net Assets $829,825
Compensation
Key Employees and Officers Compensation Related Other
Melissa Doherty (2 Nd Vice Pre) $0 $0 $0
Reba Greenlee (Director) $0 $0 $0
Kurt Albers (Gad) $0 $0 $0
Miki Roth (Past Preside) $0 $0 $0
Robert Proctor (President) $0 $0 $0
David Powell (Gad) $0 $0 $0
Cathy Vance (Treasurer) $0 $0 $0
Sharon Cook (Secretary) $0 $0 $0
Bob Skillman (President El) $0 $0 $0
Mark Koentopp (Car Director) $0 $0 $0
Sarah Warnock (Car Director) $0 $0 $0
Barbara Koelzer (Gov Affairs) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$148,100
Expenses
$147,147
Net Income
$953
Net Assets
$772,505
Notable Sources of Revenue Percent of Total Revenue
Contributions $106,339
71.8%
Program Services $36,150
24.4%
Investment Income $3,527
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,209
2.2%
Other Revenue -$1,125
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $61,174
41.6%
Assets/Debt
Total Assets $782,870
Total Liabilities $10,365
Net Assets $772,505

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$147,933
Expenses
$141,187
Net Income
$6,746
Net Assets
$774,186
Notable Sources of Revenue Percent of Total Revenue
Contributions $105,031
71.0%
Program Services $29,097
19.7%
Investment Income $4,225
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,136
2.1%
Other Revenue $6,444
4.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $61,259
43.4%
Assets/Debt
Total Assets $805,922
Total Liabilities $31,736
Net Assets $774,186

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$118,929
Expenses
$139,159
Net Income
-$20,230
Net Assets
$767,625
Notable Sources of Revenue Percent of Total Revenue
Contributions $95,560
80.4%
Program Services $26,634
22.4%
Investment Income $5,975
5.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,587
3.0%
Other Revenue -$12,827
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $62,089
44.6%
Assets/Debt
Total Assets $785,024
Total Liabilities $17,399
Net Assets $767,625

Document Links

Fiscal Year Ending Sept.
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 Sept.
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 Sept.
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 Sept.
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

About 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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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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