2024-11-15T08:38:18-06:00 2023-12-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2023-01-01 741151935 TEXAS ASSOCIATION OF REALTORS TEXA 5124808200 PO BOX 2246 AUSTIN TX 78768 TRAVIS KESSLER PRESIDENT/CEO 8008739155 2024-11-14 1 1 RENAE DUNCAN P01257722 5123462086 2024-11-14 2023 2024-10-15 13:58:12Z TRAVIS KESSLER PO BOX 2246 AUSTIN TX 78768 83775732 0 X WWW.TEXASREALESTATE.COM X 1969 TX TEXAS REALTORS IS THE FOREMOST AUTHORITY ON ISSUES AFFECTING HOMEOWNERS AND REAL ESTATE PROFESSIONALS IN TEXAS. A NOT-FOR-PROFIT ENTITY, OUR PRIMARY GOALS ARE TO ELEVATE THE STANDARDS OF SERVICE AND ETHICS IN THE TEXAS REAL ESTATE INDUSTRY AND PROVIDE STATEWIDE LEGISLATIVE ADVOCACY FOR PRIVATEPROPERTY OWNERS. REPRESENTING MEMBERS FROM ALL FACETS OF REAL ESTATE, TEXAS REALTORS IS ONE OF THE LARGEST PROFESSIONAL MEMBERSHIP ORGANIZATIONS IN THE STATE. 62 62 88 750 389099 133912 0 0 28032483 28035977 3641094 2083530 126583 180362 31800160 30299869 0 10000 0 0 2040828 2200080 0 0 0 19898509 20123615 21939337 22333695 9860823 7966174 90842395 104880118 17565033 17282510 73277362 87597608 X THE MISSIONS OF TEXAS REALTORS ARE TO EMPOWER ITS MEMBERS TO INFLUENCE GOVERNMENT, PROMOTE PRIVATE-PROPERTY OWNERSHIP, OBTAIN AND EXCHANGE IDEAS, AND CONVERT INFORMATION INTO KNOWLEDGE FOR THE BETTERMENT OF OUR MEMBERS, CONSUMERS, AND THE REAL ESTATE INDUSTRY. 0 0 PUBLICATIONS AND MARKETING - MONTHLY PROFESSIONAL PUBLICATION PROVIDED FOR MEMBERS. MEMBER INFORMATION - PROVIDES SUPPORT FOR THOSE IN THE REAL ESTATE PROFESSION IN THE STATE OF TEXAS. PROFESSIONAL DEVELOPMENT - PROVIDES EDUCATIONAL INFORMATION AND CONDUCTS EDUCATIONAL SEMINARS FOR MEMBERS. LEGISLATIVE - ORGANIZED TO CARRY OUT LEGISLATIVE ACTIVITIES OF THE ASSOCIATION.LEGAL - PROVIDES FOR THE DEFENSE AND SUPPORT OF LEGAL MATTERS AFFECTING THE MEMBERSHIP OF THE ASSOCIATION. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 111 0 1 88 1 1 1 0 0 0 0 0 0 0 X 62 62 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X SUSAN CHICHESTER 5123702133 1115 SAN JACINTO BLVD STE 200 AUSTIN TX 78701 ADRAINNE PRINCE EXECUTIVE BOARD 2.00 X 0 0 0 AMANDA PHILLIPS EXECUTIVE BOARD 2.00 X 0 0 0 ANA CASANOVA EXECUTIVE BOARD 2.00 X 0 0 0 ANDREW HAGGERTY EXECUTIVE BOARD 2.00 X 0 0 0 ANGELA WILLIAMS EXECUTIVE BOARD 2.00 X 0 0 0 BELINDA EPPS EXECUTIVE BOARD 2.00 X 0 0 0 BETTE WASHINGTON EXECUTIVE BOARD 2.00 X 0 0 0 BILL MORRIS EXECUTIVE BOARD 2.00 X 0 0 0 BILL COX EXECUTIVE BOARD 2.00 X 0 0 0 BRENDA TAYLOR EXECUTIVE BOARD 2.00 X 0 0 0 CATHY MITCHELL EXECUTIVE BOARD 2.00 X 0 0 0 CATHY TREVINO EXECUTIVE BOARD 2.00 X 0 0 0 CHAILLE RALPH EXECUTIVE BOARD 2.00 X 0 0 0 CHRISTY GESSLER EXECUTIVE BOARD 2.00 X 3867 0 0 CINDY HAMANN EXECUTIVE BOARD 2.00 X 0 0 0 CORTNEY GILL EXECUTIVE BOARD 2.00 X 0 0 0 DAVID PRUITT EXECUTIVE BOARD 2.00 X 0 0 0 DAVID LONG EXECUTIVE BOARD 2.00 X 0 0 0 DEBORAH SPANGLER EXECUTIVE BOARD 2.00 X 0 0 0 DEBRA CONNER EXECUTIVE BOARD 2.00 X 0 0 0 EMALY BAEHR EXECUTIVE BOARD 2.00 X 0 0 0 GAIL ROBINSON EXECUTIVE BOARD 2.00 X 0 0 0 GRANT LOPEZ EXECUTIVE BOARD 2.00 X 0 0 0 JACK STAPLETON EXECUTIVE BOARD 2.00 X 0 0 0 JACKY HOWARD EXECUTIVE BOARD 2.00 X 0 0 0 JAMES MARTIN EXECUTIVE BOARD 2.00 X 0 0 0 JAN HICINBOTHOM EXECUTIVE BOARD 2.00 X 0 0 0 JEF CONN EXECUTIVE BOARD 2.00 X 2079 0 0 JEFF VARNELL EXECUTIVE BOARD 2.00 X 0 0 0 JEMILA WINSEY EXECUTIVE BOARD 2.00 X 0 0 0 JENNIFER WAUHOB EXECUTIVE BOARD 2.00 X 1999 0 0 JO ANN STEVENS EXECUTIVE BOARD 2.00 X 0 0 0 JOB HAMMOND EXECUTIVE BOARD 2.00 X 0 0 0 JOHN NUGENT EXECUTIVE BOARD 2.00 X 0 0 0 JOSEPH MARTINEZ EXECUTIVE BOARD 2.00 X 0 0 0 JUDY JONES EXECUTIVE BOARD 2.00 X 0 0 0 KATHRYN ROBINSON EXECUTIVE BOARD 2.00 X 0 0 0 LENNOX ALFRED EXECUTIVE BOARD 2.00 X 0 0 0 MARCUS PHIPPS EXECUTIVE BOARD 2.00 X 7487 0 0 MARIO ARRIAGA EXECUTIVE BOARD 2.00 X 0 0 0 MARQUIS WILLIAMS EXECUTIVE BOARD 2.00 X 0 0 0 MAX PUELLO EXECUTIVE BOARD 2.00 X 0 0 0 MICHAEL WONG EXECUTIVE BOARD 2.00 X 0 0 0 MICHICA GUILLORY EXECUTIVE BOARD 2.00 X 0 0 0 MYSSIE CARDENAS-BARAJAS EXECUTIVE BOARD 2.00 X 0 0 0 NICK KLINE EXECUTIVE BOARD 2.00 X 0 0 0 RUSSELL BERRY EXECUTIVE BOARD 2.00 X 835 0 0 SARA GERRISH EXECUTIVE BOARD 2.00 X 0 0 0 SHAE COTTAR EXECUTIVE BOARD 2.00 X 0 0 0 SHARI KIRK EXECUTIVE BOARD 2.00 X 0 0 0 SIDNEY THOM EXECUTIVE BOARD 2.00 X 0 0 0 SONYA POWERS EXECUTIVE BOARD 2.00 X 0 0 0 SUE ANN TAUBERT EXECUTIVE BOARD 2.00 X 0 0 0 SUSIE KANG EXECUTIVE BOARD 2.00 X 0 0 0 TAYLOR WALCIK EXECUTIVE BOARD 2.00 X 0 0 0 TERESA SCOTT-TIBBS EXECUTIVE BOARD 2.00 X 0 0 0 THERESA HILL EXECUTIVE BOARD 2.00 X 0 0 0 THOMAS LEATHERMAN EXECUTIVE BOARD 2.00 X 0 0 0 THOMAS MOUTON EXECUTIVE BOARD 2.00 X 0 0 0 TIM SCHOENDORF EXECUTIVE BOARD 2.00 X 0 0 0 TIMOTHY BEARY EXECUTIVE BOARD 2.00 X 0 0 0 VANESSA DIRKS EXECUTIVE BOARD 2.00 X 0 0 0 MIKE BARNETT EXECUTIVE VICE PRESIDENT 40.00 X 271662 0 35371 TRACY BATES VP OF GOVERNMENTAL AFFAIRS 40.00 X 297100 0 40743 ANGELA BRUTSCHE VP COMMUNICATIONS & MARKETING 40.00 X 235107 0 32405 TRAVIS KESSLER PRESIDENT / CEO 40.00 X 869595 0 45181 LORI LEVY VP LEGAL AFFAIRS 40.00 X 317493 0 39155 LESLIE CANTU DIRECTOR TREPAC 40.00 X 193172 0 27575 SUSAN CHICHESTER CONTROLLER 40.00 X 188783 0 21154 MARTIN KRAMER DIRECTOR OF COMMUNICATIONS 40.00 X 155954 0 23631 JULIA PARENTEAU DIRECTOR OF PUBLIC POLICY 40.00 X 169620 0 25173 PAT WIMBERLY TECHNOLOGY DIRECTOR 40.00 X 193697 0 26950 2908450 0 317338 23 0 1 0 LONE WOLF RE TECHNOLOGIES INC 231 SHEARSON CRES SUITE 310 CAMBRIDGE CA N1T-1J5 REAL ESTATE SOFTWARE SOLUTIONS 1242933 WHITE HAT AGENCY INC PO BOX 685133 AUSTIN TX 78768 ADVERTISING AND MARKETING 727981 SGS INC 6211 NW 132ND ST GAINESVILLE FL 32653 MARKETING AND MANAGEMENT 534824 GOOD WOLF ENTERTAINMENT LLC 8120 RESEARCH BLVD STE 105-408 AUSTIN TX 78758 EVENT MANAGEMENT 406481 LUTHER KING CAPITAL MANAGEMENT 301 COMMERCE ST STE 1600 FORT WORTH TX 76102 INVESTMENT MANAGEMENT 327399 19 MEMBERSHIP DUES 531390 19515264 19515264 TRANSFERS IN LEGAL ASSESSMENT 900099 5945585 5945585 PROFESSIONAL DEVELOPMENT 900099 1158519 1158519 MEETINGS AND PLANNING 900099 286984 286984 TX REALTOR ADVERTISING 541800 255696 255696 873929 495774 133403 244752 28035977 2109281 2109281 681008 500646 180362 180362 180362 52905279 44187 52929960 45257 -24681 -1070 -25751 -1070 -24681 30299869 27401056 389099 2509714 X 10000 2200080 286259 UBI PAYMENTS 96439 MANAGEMENT & GENERAL 6982638 COMMUNICATIONS & MARKET 3925143 LEGISLATIVE/GOVT 3370145 5462991 22333695 1236292 970938 25333752 10161175 474472 287885 1281032 1065340 12170760 9357833 2755181 2812927 58994471 88675153 767195 906700 90842395 104880118 1556446 1483440 14947726 14821452 1060861 977618 17565033 17282510 X 73277362 87597608 73277362 87597608 90842395 104880118 7966174 6354072 0 X X 0 1 X 1 0 42911 42911 42911 1 TREPAC-TEXAS ASSOCIATION OF REALTORS PAC PO BOX 2246 AUSTIN TX 78768 741801786 42911 0 0 1 19515264 4170697 4170697 7319762 -3149065 1714212 1714212 7153037 6579031 574006 1498664 1498664 1804847 1804847 2778802 -2778802 2812927 OTHER LIABILITIES 159582 DUE TO TEXAS DISASTER RELIEF FUND 295486 DUE TO TARHOF 201698 DUE TO DISASTER RELIEF 320852 977618 1 0 0 0 0 0 0 0 0 0 NORTH AMERICA HURRICANE OTIS ASSISTANCE 10000 WIRE TRANSFER 0 0 1 0 0 0 0 0 0 X X 1 1 X X 0 0 0 TRAVIS KESSLER PRESIDENT / CEO 669582 0 200013 0 0 0 29700 0 15481 0 914776 0 0 0 LORI LEVY VP LEGAL AFFAIRS 274654 0 42839 0 0 0 28568 0 10587 0 356648 0 0 0 TRACY BATES VP OF GOVERNMENTAL AFFAIRS 254482 0 42618 0 0 0 28473 0 12270 0 337843 0 0 0 MIKE BARNETT EXECUTIVE VICE PRESIDENT 233492 0 38170 0 0 0 25360 0 10011 0 307033 0 0 0 ANGELA BRUTSCHE VP COMMUNICATIONS & MARKETING 200286 0 34821 0 0 0 22656 0 9749 0 267512 0 0 0 LESLIE CANTU DIRECTOR TREPAC 192077 0 1095 0 0 0 17948 0 9627 0 220747 0 0 0 PAT WIMBERLY TECHNOLOGY DIRECTOR 192579 0 1118 0 0 0 17364 0 9586 0 220647 0 0 0 SUSAN CHICHESTER CONTROLLER 181140 0 7643 0 0 0 11644 0 9510 0 209937 0 0 0 JULIA PARENTEAU DIRECTOR OF PUBLIC POLICY 154334 0 15286 0 0 0 14020 0 11153 0 194793 0 0 0 MARTIN KRAMER DIRECTOR OF COMMUNICATIONS 154869 0 1085 0 0 0 14186 0 9445 0 179585 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS MEMBERSHIP FEES ON BEHALF OF CERTAIN EMPLOYEES FOR ONE COUNTRY CLUB AND TWO BUSINESS CLUBS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BUDGET AND FINANCE COMMITTEE ON A SECURE WEBSITE AND A NOTICE IS SENT FOR MEMBERS TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANYONE AWARE OF A CONFLICT MUST REPORT THAT CONFLICT TO TAR MANAGEMENT AS REQUIRED BY OUR CODE OF ETHICS AND THE FIDUCIARY OBLIGATIONS THAT OFFICERS AND DIRECTORS HAVE. THE ORGANIZATION HAS A STATEWIDE PROFESSIONAL STANDARDS PROGRAM BY WHICH ANYONE IN THE WORLD CAN FILE A COMPLAINT. THE COMPLAINT IS THEN SUBJECT TO MEDIATION AND A DISCIPLINARY HEARING. IN ADDITION, IF A SPECIFIC COMPLAINT IS FILED ABOUT ANY CONFLICT OF INTEREST REGARDING ANY MEMBER OF ANY GOVERNING ENTITY WITHIN THE REALTOR ORGANIZATION, THE GOVERNING ENTITY HAS THE AUTHORITY TO TAKE ACTION TO SANCTION THE REALTOR, INCLUDING EXPULSION. FORM 990, PART VI, SECTION B, LINE 15 WE USE A 3RD PARTY VENDOR WHO HAS EXPERTISE IN COMPENSATION REVIEW AND ANALYSIS. REVIEW AND ADJUSTMENT MADE ANNUALLY BASE ON THEIR RECOMMENDATION AND COMPARED TO MARKET ANALYSIS FOR OUR AREA AND ORGANIZATION TYPE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E LEGAL DEPARTMENT EXPENSES 2,378,981. PROFESSIONAL DEVELOPMENT 2,338,219. ISSUES ADVOCACY 1,684,131. ISSUES AWARENESS 775,507. BOARD SERVICES 361,022. POLITICAL CONTRIBUTIONS 125,211. LESS: OFFICER & DIRECTOR SALARIES INCLUDED IN PROGRAM EXP -2,200,080. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BUDGET AND FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. TEXAS ASSOCIATION OF REALTORS HOUSING OPPORTUNITY FOUNDATION 1115 SAN JACINTO BLVD STE 200 AUSTIN TX 787011994 270052562 PROVIDES FINANCIAL RESOURCES TO AID HOUSING PROJECTS IN THE COMMUNITY. TX 501(C)(3) PF N/A 0 TEXAS ASSOCIATION OF REALTORS DISASTER RELIEF FUND PO BOX 2246 AUSTIN TX 78768 161737159 PROVIDES FINANCIAL ASSISTANCE TO CITIZENS AFFECTED BY DISASTERS OR HARDSHIPS TX 501(C)(3) LINE 7 N/A 0 TREPAC-TEXAS REALTORS PAC 1115 SAN JACINTO BLVD STE 200 AUSTIN TX 787011994 741801786 POLITICAL ACTIVITY TX 527 N/A 0 TRIP-TEXAS REALTORS ISSUES POLITICAL ACTION COMMITTEE 1115 SAN JACINTO BLVD STE 200 AUSTIN TX 787011994 742984190 POLITICAL ACTIVITY TX 527 N/A 0 TEXAS ASSOCIATION OF REALTORS FEDERAL PAC 1115 SAN JACINTO BLVD STE 200 AUSTIN TX 787011994 742984192 POLITICAL ACTIVITY TX 527 N/A 0 TEXAS REALTORS DISASTER RELIEF FUND 1115 SAN JACINTO BLVD STE 200 AUSTIN TX 787011994 830688845 PROVIDES FINANCIAL ASSISTANCE TO MEMBERS AFFECTED BY DISASTERS OR HARDSHIPS TX 501(C)(3) LINE 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 1 1 TREPAC-TEXAS ASSOCIATION OF REALTORS PAC O 364660 FMV TREPAC-TEXAS ASSOCIATION OF REALTORS PAC Q 658452 FMV TREPAC-TEXAS ASSOCIATION OF REALTORS PAC B 317856 CASH TEXAS ASSOCIATION OF REALTORS DISASTER RELIEF FUND D 395486 FMV TEXAS REALTORS DISASTER RELIEF FUND D 320852 FMV TEXAS ASSOCIATION OF REALTORS HOUSING OPPORTUNITY FOUNDATION D 190108 FMV TEXAS REALTORS ISSUES POLITICAL ACTION COMMITTEE (TRIP) B 700000 CASH