BROWARD PALM BEACHES AND ST LUCIE REALTORS INC Charity Report

Tax-exempt status may be revoked

BROWARD PALM BEACHES AND ST LUCIE REALTORS INC

EIN 59-0551652 · Chambers of Commerce & Business Leagues (S41)

What they do

to SUPPORT REALTORS and AFFILIATE MEMBERS and THEIR ABILITY to CONDUCT A THRIVING BUSINESS BY FOCUSING ON SUPERIOR CUSTOMER SERVICE, DEVELOPING INNOVATIVE PRODUCTS and PROGRAMS, DELIVERING RESOURCES

Before you give

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Easy charity check

Stop and check first

This record may have an IRS status problem. Do not give until you verify it.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkThere may be a problem with its nonprofit status. Check before giving.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders20 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$30.24spent for every $100 of revenueRevenue covered expenses this year.

19.98%of revenue went to management and office costs26.6% of expenses

$7.47in assets for every $1 spent this yearSome assets cannot be spent right away.

0.1%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $603,978 for DIONNA HALL (CEO, SECRETARY). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$6,928,964

Mission workProgram services0.00% of revenue0.0% of expenses

ManagementOffice and general costs$1,384,58919.98% of revenue26.6% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$1,731,98125.00% of revenueShown in gray on the chart

Total expenses$5,196,98375.00% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 0.0% mission · 26.6% management · 0.0% fundraisingTotal expenses: 75.00% of revenue

2022Expense mix: 70.8% mission · 29.2% management · 0.0% fundraisingTotal expenses: 105.74% of revenue

2021Expense mix: 74.1% mission · 25.9% management · 0.0% fundraisingTotal expenses: 96.16% of revenue

Money in and money out

Revenue$17,186,756

Expenses$5,196,983

Annual surplus $11,989,773 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Management and office costs$1,384,589 · 26.6% of expenses

See all reported dollar amounts

Revenue$17,186,756

Expenses$5,196,983

Assets$38,844,548

Income$24,032,433

Contributions$20,454

Grants given$223,048

Average grant$22,305

Management and general$1,384,589

Stocks and bonds$8,794,671

Accounting fees$27,522

Investing fees$60,292

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DIONNA HALLCEO, SECRETARY · 40 hrs/week $603,978Base $566,091 · Other $37,887

KIM HANSENCOO · 40 hrs/week $236,190Base $225,750 · Other $10,440

JENNIFER MERRITTCFO · 40 hrs/week $215,559Base $205,000 · Other $10,559

GREG MANSHIPVP OF MLS · 40 hrs/week $210,172Base $190,900 · Other $19,272

COURTNEY KAHNIN HOUSE GENERAL COUNSEL · 3 hrs/week $182,835Base $163,898 · Other $18,937

DAVID SERLEPRESIDENT · 3 hrs/week $24,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (20)

DIONNA HALLCEO, SECRETARY

KIM HANSENCOO

JENNIFER MERRITTCFO

GREG MANSHIPVP OF MLS

COURTNEY KAHNIN HOUSE GENERAL COUNSEL

DAVID SERLEPRESIDENT

JOEL MCCLINTOCKDIRECTOR

SHARON MCCLENNONDIRECTOR

PAULINA HURTADODIRECTOR

MONICA HANDSTREASURER/DIRECTOR

LISA STEWARTREGIONAL VP-SOUTH BROWARD

LESLIE SUAREZDIRECTOR

KENNETH SILVERMANDIRECTOR, FIRST VP

JONATHAN LICKSTEINFIRST VICE PRESIDENT

JONATHAN DOLPHUSDIRECTOR

AMY MELENDEZREGIONAL VP-PALM BEACH

JESSICA STOREYREGIONAL VP-TREASURE COAST

CHRIS KRZEMIENPAST PRESIDENT/DIRECTOR

CARLOS ALLEYNEDIRECTOR/SECRETARY

BARRY FETTEDIRECTOR

About this charity

Recognized since: January 2022
Location: ONE HARVARD CIRCLE, WEST PALM BEACH, FL 33409-1905
County: Palm Beach
In care of: DIONNA HALL
Primary officer: DIONNA HALL, CEO

How to reach them

Phone(561) 727-2765

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: DIBARTOLOMEO MCBEE HARTLEY AND BARNES
NTEE classification: Chambers of Commerce & Business Leagues (S41)
IRS tax category: Chambers of Commerce & Business Leagues
Grant-giving organization: Yes
Revocation date: February 15, 2020