PACIFIC WEST ASSOCIATION OF REALTORS

EIN: 330729887 Community Improvement

ANAHEIM, CA

Total Revenue
$10,432,130
Total Expenses
$9,914,542
Total Assets
$20,744,207
Net Assets
$16,399,794
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
CA
Principal Officer
PHIL HAWKINS
Phone
7142455500
Tax Period
2024-01-01 to 2024-12-31

PACIFIC WEST ASSOCIATION OF REALTORS, founded in 1992, is a mid-sized nonprofit in the Community Improvement sector that reported $10.4M in total revenue in fiscal year 2024. Expenses of $9.9M left a modest 5% surplus.

Mission

Pacific West Association of Realtors, Inc. (the "Association or PWR") is a California non-profit corporation that provides various services, such as education, promotion, public relations, sale of supplies and multiple listing services to members involved in the real estate industry.In late 2010, PWR created the Pacific West Association of Realtors Multiple Listing Service (PWRMLS), a wholly-owned subsidiary of PWR. Although not active at this time and with no significant assets, the purpose of forming the new entity was to allow PWR to explore the possibility of offering its members MLS services directly through PWR.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,612,312
Investment Income $387,497
Other Revenue $7,432,321
TOTAL REVENUE $10,432,130

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,105,816
Fundraising Expenses $0
Program Expenses $8,800,418
Other Expenses $5,808,726
TOTAL EXPENSES $9,914,542

Year-over-Year Comparison

2024 2023 Change
Revenue $10,432,130 $10,474,014 0.0%
Expenses $9,914,542 $9,764,199 +0.0%
Net Income $517,588 $709,815 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
17
Independent Members
17
Employees
30
Volunteers
28

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$610,857
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PHIL HAWKINS CEO 3.60
Officer
$375,384 $0 $375,384
ROBERT KIDD VP-FINANCE/ADM 3.60
Officer
$235,473 $0 $235,473
LALAINE CASTILLO N/A 40.00
$213,668 $0 $213,668
ROBERTO RIVAS VP-OPERATIONS 40.00
$201,483 $0 $201,483
LAURA HALVERSON EXEC VP-TRICO 40.00
$170,011 $0 $170,011
LORI SMITH VP-PROF STANDARDS 40.00
$157,555 $0 $157,555
CHRISTINE SCHACHTER GOVT AFFAIRS DIR 40.00
$146,187 $0 $146,187
BETH SPARKS IMMED PAST PRES 3.60
Officer Director
$0 $0 $0
RICK VIOLETT Director 3.60
Director
$0 $0 $0
BARBARA BETTS Secretary/Treas 3.60
Officer Director
$0 $0 $0
STEPHEN MEADE Director 3.60
Director
$0 $0 $0
SCOTT BRADY Director 3.60
Director
$0 $0 $0
HAROLD BETTS Director 3.60
Director
$0 $0 $0
JOSEPH CHIAVATTI Director 3.60
Director
$0 $0 $0
RAY FERNANDEZ Director 3.60
Director
$0 $0 $0
STEPHANIE GOEDL President 3.60
Officer Director
$0 $0 $0
SARAH IRELAND Vice President 3.60
Officer Director
$0 $0 $0
PAUL PURUNJIAN Director 3.60
Director
$0 $0 $0
PHIL SCHAEFER Director 3.60
Director
$0 $0 $0
TODD RIGBY PRESIDENT-ELECT 3.60
Director
$0 $0 $0
CARLOS BARRON Director 3.60
Director
$0 $0 $0
MATTHEW WELCH Director 3.60
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $10,432,130 $9,914,542 $20,744,207 $517,588
2022 $10,363,945 $9,312,354 $18,944,208 $1,051,591
2021 $11,318,447 $8,905,167 $20,065,190 $2,413,280
2020 $9,448,290 $7,930,742 $17,630,879 $1,517,548
2019 $9,613,878 $8,119,341 $14,575,367 $1,494,537
2018 $8,413,174 $7,881,805 $14,441,616 $531,369
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