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WEST AND SOUTHEAST REALTORS OF THE VALLEY INC

CHANDLER, AZ · EIN 860214078 · Form 990 · FY2022 · Medium ($1M-$10M) · www.weserv.realtor
revenue
$4.8M
expenses
$4.6M
net assets
$9.3M
employees
46
volunteers
196
mission · from form 990

TO PROVIDE SERVICES THAT LEAD TO MEMBER PROSPERITY UNITE THOSE ENGAGED IN THE REAL ESTATE PROFESSION, PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT WITHIN THE PROFESSION, AND FURTHER THE INTERESTS OF PROPERTY OWNERSHIP

profile · synthesized from sources

West and Southeast REALTORS of the Valley Inc. is a member-driven nonprofit trade association that supports real estate professionals through education, advocacy, and community engagement. They serve REALTORS® across multiple counties in Arizona, including Cochise, Pinal, and Santa Cruz, as well as the Southeast and West Valley of Maricopa County.

named programs · 4 · from sources

what they call their work

Good Neighbor Awards
Recognizes REALTORS® who make significant contributions to their communities through volunteer service.
Leadership Development Program
Provides educational opportunities for members to enhance their leadership skills within the real estate industry.
Marketing Home Tours
Hosts monthly home tours across various counties to showcase listings and facilitate networking among REALTORS®.
Young Professionals Network
Supports and recognizes young real estate professionals through networking and awards.
activities · 8 groups

what they do

  • Professional Development & Certification Programs 5 activities
    • First Closing Certificate Program
      Offers a downloadable "First Closing Certificate" for members and brokers to commemorate and recognize agents' first real estate transaction closings, with customization options for brokers.
    • First Closing Certificate Program
      Offers a downloadable "First Closing Certificate" for members and brokers to commemorate and recognize agents' first real estate transaction closings, with customization options for brokers.
    • First Closing Certificate Program
      Provides a downloadable "First Closing Certificate" for members and brokers to commemorate and recognize agents' first real estate transaction closings, with customization options for brokers.
    • Real Estate Professional Education
      Offers continuing education, designation, certification, and specialty classes for real estate professionals to enhance their skills and knowledge.
    • Real Estate Professional Education
      Offers continuing education, designation, certification, and specialty classes for real estate professionals to enhance their skills and knowledge.
  • Youth Civic Leadership Development 3 activities
    • Leadership Development Program
      Operates a Leadership Development Program established in 2004 to help members become better REALTORS® and community leaders.
    • Leadership Development Program
      Established a Leadership Development Program in 2004 to help members develop into better REALTORS® and community leaders.
    • Leadership Development Program
      Established a Leadership Development Program in 2004 to help members develop into better REALTORS® and community leaders.
  • Real Estate Political Advocacy 3 activities
    • Legislative Monitoring and Advocacy
      Monitors local legislation and policy, provides recommended positions to public officials and decision-makers, and promotes REALTOR® Party candidates for local government positions to advocate for the real estate community.
    • Legislative Monitoring and Advocacy
      Monitors local legislation and policy, provides recommended positions on legislation to public officials and members, and promotes REALTOR® Party candidates for local government positions.
    • Legislative Monitoring and Advocacy
      Monitors local legislation and policy, provides recommended positions to public officials and decision-makers, and promotes REALTOR® Party candidates for local government positions to advocate for the real estate community.
  • Luxury Home Tour Coordination 3 activities
    • Marketing Home Tours
      Organizes and facilitates in-person and virtual Marketing Home Tours across various counties, allowing real estate agents to showcase and preview listings, gain feedback, and network. This includes weekly tour meetings and opportunities for sponsorship.
    • Marketing Home Tours
      Organizes and facilitates in-person and virtual Marketing Home Tours for real estate agents to showcase and preview listings, gain feedback, and network across various counties in Arizona. This includes recruiting moderators and coordinators for the tours.
    • Marketing Home Tours
      Organizes and facilitates in-person and virtual Marketing Home Tours across various counties, allowing real estate agents to showcase and preview listings, gain feedback, and network. This includes weekly tour meetings and opportunities for sponsorship.
  • Emergency Rental and Utility Assistance 3 activities
    • Member Financial Assistance (WeC.A.R.E. Fund)
      Operates the WeC.A.R.E. Fund to assist members facing illness, severe injury, or catastrophic events that hinder their ability to earn a living.
    • Member Financial Assistance (WeC.A.R.E. Fund)
      Operates the WeC.A.R.E. Fund to provide assistance to members facing illness, severe injury, or catastrophic events that impact their ability to earn a living.
    • Member Financial Assistance (WeC.A.R.E. Fund)
      Operates the WeC.A.R.E. Fund to provide assistance to members facing illness, severe injury, or catastrophic events that impact their ability to earn a living.
  • Educator and Professional Recognition Awards 3 activities
    • Member Recognition and Awards
      Recognizes and celebrates the accomplishments, service, and leadership of its members through various awards, including the President's Roundtable Luncheon & Sales Awards, Young Professionals Network (YPN) 40 Under 40 Awards, Chapter Service Awards, and WeSERV Service Awards.
    • Member Recognition and Awards
      Recognizes and celebrates the accomplishments and service of its members through various awards, including the President's Roundtable Luncheon & Sales Awards, Young Professionals Network (YPN) 40 Under 40 Awards, Chapter Service Awards, and WeSERV Service Awards.
    • Member Recognition and Awards
      Recognizes and celebrates the accomplishments, service, and leadership of its members through various awards, including the President's Roundtable Luncheon & Sales Awards, Young Professionals Network (YPN) 40 Under 40 Awards, Chapter Service Awards, and WeSERV Service Awards.
  • Merit-Based Educational Scholarships 1 activity
    • College Scholarship Program
      Provides college scholarship opportunities for graduating high school seniors who are children of WeSERV members through its various chapters.
  • Uncategorized 1 activity
    • College Scholarship Program
      Provides college scholarship opportunities for graduating high school seniors who are children of WeSERV members through its various chapters.
financials · form 990 · fy2022
revenue
Total revenue$4.82M
Contributions & grants$308K6%
Program service revenue$4.30M89%
Investment income$400K8%
Other revenue$-192K
expenses
Total expenses$4.62M
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$2.61M
Grants paid out$33K
Largest expense lineCompensation
balance sheet
Total assets$15.49M
Cash$3.30M
Investments$2.15M
Liabilities$6.20M
Net assets$9.29M
Liquid reserves14.2 mo
2 years on record · 2020–2022 · YoY revenue +26.3%
leadership · form 990 part vii · fy2022

who runs it

paid leadership · 6
NameTitleHours/wkCompensation
ROGER NELSON CEO 40 $379K
PAMELA FRESTEDT COO 40 $233K
MARIBEL GARCIA VP TECHNOLOGY ASSET MGT 40 $128K
TONYA DESKINS VP MEMBER SERVICES 40 $126K
DONNA KING VP OF FINANCE HUMAN RESOURCES 40 $118K
GARY FENTON PRESIDENT 1 $4K
board members · 19
  • ALEC-LAUREN BURTON — TRUSTEE
  • CHRISTINE BAYER — CHAPTER CHAIR
  • ERIC KINNEMAN — TRUSTEE
  • JOHN THEIS — CHAPTER CHAIR
  • KAITLYN DE LA OSSA — TRUSTEE
  • KAREN MILLER — CHAPTER CHAIR
  • KELLY SORIANO — TRUSTEE
  • LANCE BILLINGSLEY — TREASURER
  • LAYA GAVIN — TRUSTEE
  • LD HAWKINS — CHAPTER CHAIR
  • LIZ HARRIS — TRUSTEE
  • M TERESA RUBIO-ACUNA — TRUSTEE
  • MANDY NEAT — IMMEDIATE PAST PRESIDENT
  • MICHAEL HOFSTETTER — PRESIDENT ELECT
  • PAIGE GIBBONS — TRUSTEE
  • SHARI WARD — CHAPTER CHAIR
  • SUSAN HERBER — TRUSTEE
  • SUSAN NICOLSON — EXECUTIVE VP
  • TIFFANY JONES — TRUSTEE
relationships · 7

who they work with

  • ADRE Government — Works with the Arizona Department of Real Estate to meet state education requirements for real estate professionals.
  • ARMLS® Partner — Requires listings to be marked as a Home Tour in ARMLS® to be included in virtual tours.
  • Arizona Association of REALTORS Partner — Collaborates on member benefits, Code of Ethics enforcement, and advocacy efforts.
  • MLSSAZ Partner — Allows listings from MLSSAZ to be included in Santa Cruz County Home Tours.
  • NAR Partner — Promotes and encourages applications for the NAR's Good Neighbor Awards, which recognize REALTORS® for volunteer service.
  • National Association of REALTORS Network — Member organization that requires adherence to the Code of Ethics and provides access to industry resources.
  • REALTOR® Party Partner — Collaborates with the REALTOR® Party to interview, recommend, and promote local government candidates.