PACIFIC WEST ASSOCIATION OF REALTORS CHARITY FOUNDATION INC: Form 990EZ, tax year 2023
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- Organization
- PACIFIC WEST ASSOCIATION OF REALTORS CHARITY FOUNDATION INC (EIN 03-0511249)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-15
- IRS object ID
- 202442899349201144
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-15T09:42:40-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 933705160 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GuzmanGray | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 Bristol St Ste 640 | AddressLine1Txt |
| City | Costa Mesa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030511249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC WEST ASSOCIATION OF REALTORS CHA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 7142455500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 E ORANGEWOOD AVENUE | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHIL SCHAEFER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN C DAHLIN | PreparerPersonNm |
| PTIN | P01564445 | PTIN |
| Phone | 5624980997 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.PWR.NET | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $71,889 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $14,586 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,917 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $40,369 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $40,293 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $76 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $15,017 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $15,017 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $16,579 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $6,996 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $4,626 | OtherExpensesTotalAmt |
| Total Expenses | $11,622 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,957 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $107,581 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $13,343 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $125,881 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,335 | BOYAmt |
| EOY | $128,374 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,246 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,581 | BOYAmt |
| EOY | $128,374 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,493 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,581 | BOYAmt |
| EOY | $125,881 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO PROMOTE THE AMERICAN DREAM OF HOME OWNERSHIP THROUGH EDUCATION, HOUSING AFFORDIBILITY PROJECTS AND COMMUNITY INVOLVEMENT. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO PROMOTE THE AMERICAN DREAM OF HOME OWNERSHIP THROUGH EDUCATION, HOUSING AFFORDABILITY PROJECTS AND COMMUNITY INVOLVEMENT. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $4,134 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,134 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (18 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Beth Sparks | ||
| President | 1.00 | $0 |
| STEPHANIE GOEDL | ||
| PRESIDENT ELECT | 1.00 | $0 |
| SARAH IRELAND | ||
| Vice President | 1.00 | $0 |
| BARBARA BETTS | ||
| Treasurer | 1.00 | $0 |
| SCOTT BRADY | ||
| Director | 1.00 | $0 |
| HAROLD BETTS | ||
| Director | 1.00 | $0 |
| JOSEPH CHIAVATTI | ||
| Director | 1.00 | $0 |
| CRAIG MARTIN | ||
| Director | 1.00 | $0 |
| THERESA MILLER | ||
| Director | 1.00 | $0 |
| RAY FERNANDEZ | ||
| Director | 1.00 | $0 |
| STEPHEN MEADE | ||
| Director | 0 | $0 |
| ELIZABETH MEYERS | ||
| Director | 0 | $0 |
| Paul Purunjian | ||
| Director | 0 | $0 |
| AL RICCI | ||
| Director | 0 | $0 |
| TODD RIGBY | ||
| Director | 0 | $0 |
| PHIL SCHAEFER | ||
| Director | 0 | $0 |
| RICK VIOLETT | ||
| Director | 0 | $0 |
| PHIL HAWKINS | ||
| CEO | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT KIDD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 E ORANGEWOOD AVENUE | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7142455500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,610 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,586 | CurrentTaxYearAmt |
| Total | $178,676 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,610 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,586 | CurrentTaxYearAmt |
| Total | $178,676 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $178,676 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,763 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,917 | CurrentTaxYearAmt |
| Total | $13,015 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,763 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,917 | CurrentTaxYearAmt |
| Total | $13,015 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $5 | CurrentTaxYearMinus1YearAmt |
| Total | $705 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,061 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,503 | CurrentTaxYearAmt |
| Total | $192,396 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91120 | PublicSupportPY509Pct |
| Investment Income CY | 0.06760 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08560 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $24,403 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $9,386 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,017 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $15,017 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $24,403 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $9,386 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15,017 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,017 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,017 | DirectExpenseSummaryEventsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1 | PROGRAM EXPENSES $4134 |
| Other Expenses.2 | MISCELLANEOUS $472 |
| Other Expenses.3 | BANK CHARGES $20 |
| Other Assets.1006 | Pledges and Grants Receivable - Beginning $2578 Pledges and Grants Receivable - Ending $0 |
| Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $668 Prepaid Expenses and Deferred Charges - Ending $0 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $2493 |
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