2025-11-13T12:12:32-06:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2024-01-01 810306171 MONTANA ASSOCIATION OF REALTORS MONT 4064434032 1 S MONTANA AVE STE M1 HELENA MT 596015112 KAAREN WINKLER CEO 4064434032 2025-11-10 1 1 SAM BRUNSON CPA P01696998 4067281800 2025-11-10 2024 2025-03-06 01:10:19Z KAAREN WINKLER 1 S MONTANA AVE STE M1 HELENA MT 596015112 2729052 0 X WWW.MONTANAREALTORS.ORG X 1972 MT TO ADVOCATE FOR ITS MEMBERS AND TO PROTECT THE RIGHTS OF PROPERTY OWNERS. 68 65 7 160 2300 824 46975 0 2128692 2404095 187294 213771 112584 109775 2475545 2727641 0 60000 0 0 714954 681751 0 0 0 1365289 1351559 2080243 2093310 395302 634331 6704420 7824065 810577 878255 5893843 6945810 THE MISSION OF MAR IS TO ADVOCATE FOR ITS MEMBERS AND TO PROTECT THE RIGHTS OF PROPERTY OWNERS. 0 0 THE ORGANIZATION PROVIDED EDUCATION TO REALTORS. THE ORGANIZATION PROVIDED THE AVAILABILITY OF REAL ESTATE FORMS AND ACCESS TO A LEGAL HOTLINE TO ITS APPROXIMATE 5,757 MEMBERS. THE ORGANIZATION ALSO PARTICIPATED IN GOVERNMENT AFFAIRS BY REPRESENTING THE MEMBERS AT THE STATE LEGISLATURE AND STATE AGENCIES FOR ALL STATUTES AND RULES AFFECTING REAL ESTATE AND PROPERTY RIGHTS. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 7 1 1 1 0 0 0 0 0 0 0 X 68 65 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 4064434032 1 S MONTANA AVE STE M1 HELENA MT 596015112 DJ SMITH PRESIDENT 4.50 X X 7000 0 0 ROBIN WALLACE PRESIDENT-ELECT 0.50 X X 2500 0 0 ANGELA KLEIN-HUGHES FIRST VICE PRESIDENT 0.50 X X 0 0 0 MARK DOBRENSKI IMMEDIATE PAST PRESIDENT 0.50 X X 0 0 0 GARY SHEA TREASURER 2.00 X X 2500 0 0 BETH DUKE ASSOCIATION MGMT CHAIR 0.50 X 0 0 0 KAT DODD COMMUNICATIONS CHAIR 0.50 X 0 0 0 KATIE CARLSON DEI CHAIR 0.50 X 0 0 0 JOHN RAUSCH GOV'T AFFAIRS CHAIR 0.50 X 0 0 0 TAMMY HALL PROFESSIONAL DEVELOPMENT CHAIR 0.50 X 0 0 0 SHANNON HILLIARD RISK MGMT CHAIR 0.50 X 0 0 0 COURTNEY WAHLBERG YPN CHAIR 0.50 X 0 0 0 BRENDA MILLER RA - WESTERN MT 0.50 X 0 0 0 JIM GINGERY RA - CENTRAL MT 0.50 X 0 0 0 ROCHELLE HOUGHTON RA - EASTERN MT 0.50 X 0 0 0 HATTIE GRAHAM NATIONAL DIRECTOR 0.50 X 0 0 0 LACY BROWNE NATIONAL DIRECTOR 0.50 X 0 0 0 ALAN HABEL DIRECTOR 0.50 X 0 0 0 ANGIE ENGER DIRECTOR 0.50 X 0 0 0 ANNELISE HEDAHL DIRECTOR 0.50 X 0 0 0 BETHANY TAYLOR DIRECTOR 0.50 X 0 0 0 BILL LEININGER DIRECTOR 0.50 X 0 0 0 BILLIE PARROTT DIRECTOR 0.50 X 0 0 0 BOB PAULEY DIRECTOR 0.50 X 0 0 0 BRIAN NICODEMUS DIRECTOR 0.50 X 0 0 0 BRIAN TUDOR DIRECTOR 0.50 X 0 0 0 BRINT WAHLBERG DIRECTOR 0.50 X 0 0 0 CINDY LANIER DIRECTOR 0.50 X 0 0 0 CLAIRE GILLAM DIRECTOR 0.50 X 0 0 0 CLAY SECCOMB DIRECTOR 0.50 X 0 0 0 CRYSTAL AULT DIRECTOR 0.50 X 0 0 0 DAN SENECAL DIRECTOR 0.50 X 0 0 0 DEB KELLY DIRECTOR 0.50 X 0 0 0 DENISE KELLY DIRECTOR 0.50 X 0 0 0 DENNIS COOK DIRECTOR 0.50 X 0 0 0 DORYCE HAWKINS DIRECTOR 0.50 X 0 0 0 GARY KOEPPLIN DIRECTOR 0.50 X 0 0 0 JANNIE WISEMAN DIRECTOR 0.50 X 0 0 0 JENNI SWARTZ DIRECTOR 0.50 X 0 0 0 JENNIFER BENSKI DIRECTOR 0.50 X 0 0 0 JENNIFER HARGETT DIRECTOR 0.50 X 0 0 0 JENNIFER SHEA DIRECTOR 0.50 X 0 0 0 JESSE PLEVEL DIRECTOR 0.50 X 0 0 0 JESSICA MOORE DIRECTOR 0.50 X 0 0 0 JIM DEA DIRECTOR 0.50 X 0 0 0 JOANNA HARPER DIRECTOR 0.50 X 0 0 0 JOLENE TATUM DIRECTOR 0.50 X 0 0 0 KRISTI HOLMLUND DIRECTOR 0.50 X 0 0 0 LANISSA FORTNER DIRECTOR 0.50 X 0 0 0 LAURA DRAGER DIRECTOR 0.50 X 0 0 0 LYNNETTE ROBINSON DIRECTOR 0.50 X 0 0 0 MARGARET ASAY DIRECTOR 0.50 X 0 0 0 MARK CORNER DIRECTOR 0.50 X 0 0 0 MARKEE RICHARDS DIRECTOR 0.50 X 0 0 0 MATT ROSBARSKY DIRECTOR 0.50 X 0 0 0 MAX COLEMAN DIRECTOR 0.50 X 0 0 0 MCCULLOUGH ROACH DIRECTOR 0.50 X 0 0 0 MELISSA DASCOULIAS DIRECTOR 0.50 X 0 0 0 MELISSA WALTER DIRECTOR 0.50 X 0 0 0 MIKAYLA KOVASH DIRECTOR 0.50 X 0 0 0 MIKE KENT DIRECTOR 0.50 X 0 0 0 RICH MAYO DIRECTOR 0.50 X 0 0 0 RON BOYD DIRECTOR 0.50 X 0 0 0 RYAN ROSS DIRECTOR 0.50 X 0 0 0 STEPHANIE PATTERSON DIRECTOR 0.50 X 0 0 0 TARA HARBIN DIRECTOR 0.50 X 0 0 0 TIM LUND DIRECTOR 0.50 X 0 0 0 TOM GIERHAN DIRECTOR 0.50 X 0 0 0 KAAREN WINKLER CEO 40.00 X 160408 0 25007 SHANNA SEMMENS OPERATIONS DIRECTOR 40.00 X 100857 0 7559 273265 0 32566 2 0 1 0 0 MEMBERSHIP DUES 900099 2274214 2274214 EDUCATION 611430 105731 105731 SPONSORSHIP INCOME 900099 20825 20825 REALTOR DIGEST 900099 2300 2300 VENDOR INCOME 900099 1025 1025 2404095 215032 215032 101267 0 101267 101267 101267 150 1411 -1261 -1261 -1261 MISCELLANEOUS REVENUE 900099 8508 8508 8508 2727641 2410303 2300 315038 60000 197415 398059 17653 23278 45346 79614 14783 73770 45240 16419 38349 225909 144386 51073 13230 RISK MANAGEMENT 327065 ADMINISTRATIVE EXPENSES 154349 PROFESSIONAL DEVELOPMEN 127942 REPAIRS & MAINTENANCE 21764 17666 2093310 317951 2097667 1728330 20395 37156 27438 39559 1865755 804619 1088333 1061136 3470587 4639933 6704420 7824065 55248 161697 755329 712308 0 4250 810577 878255 X 5893843 6945810 5893843 6945810 6704420 7824065 634331 417636 0 X X 0 1 X 1 0 0 0 1 2274214 126167 -307379 -181212 68226 -249438 189000 189000 1523965 653839 870126 152790 150780 2010 1061136 TENANT DEPOSITS 4250 4250 X 3145277 417636 417636 2727641 0 2727641 2093310 0 2093310 0 2093310 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. AS A RESULT, NO PROVISION FOR INCOME TAX IS INCLUDED IN THE FINANCIAL STATEMENTS. THE ASSOCIATION'S FEDERAL AND STATE RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. A TAX POSITION THAT IS CHALLENGED BY A TAXING AUTHORITY COULD RESULT IN AN ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE ASSOCIATION'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION BASED ON THE EXTENT TO WHICH THESE POSITIONS HAVE SUBSTANTIAL SUPPORT WITHIN THE INTERNAL REVENUE CODE AND REGULATIONS, REVENUE RULINGS, COURT DECISIONS AND OTHER EVIDENCE. IN THE EVENT THE ASSOCIATION IS ASSESSED PENALTIES AND/OR INTEREST, PENALTIES WILL BE CHARGED TO OTHER OPERATING EXPENSES AND INTEREST WILL BE CHARGED TO INTEREST EXPENSE ON THE STATEMENT OF ACTIVITIES. IT IS THE OPINION OF MANAGEMENT THAT THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS. 1 REALTORS RELIEF FOUNDATION 430 N MICHIGAN AVE CHICAGO IL 60611 364468109 501(C)(3) 50000 0 HOUSING-RELATED ASSISTANCE TO DISASTER IMPACTED COMMUNITIES MONTANA STOCKGROWERS FOUNDATION 420 N CALIFORNIA HELENA MT 59601 810391390 501(C)(3) 10000 0 WILDFIRE RELIEF FUND 2 PART I, LINE 2: MAR IS NOT A GRANTMAKING ORGANIZATION AND DOES NOT ROUTINELY PROVIDE ASSISTANCE TO OTHER ORGANIZATIONS. CHARITABLE DONATIONS ARE MADE INTERMITTENTLY AND AT THE DISCRETION OF THE BOARD. IN 2024, ALL CHARITABLE DONATIONS WERE MADE TO WELL-ESTABLISHED 501(C)(3) ORGANIZATIONS. X 1 1 X 0 0 0 KAAREN WINKLER CEO 145108 0 15000 0 300 0 8115 0 16892 0 185415 0 0 0 PART I, LINE 1A HEALTH CLUB ALLOWANCE, KAAREN WINKLER, INCLUDED IN TAXABLE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF MAR SHALL CONSIST OF EIGHT (8) CLASSIFICATIONS: 1) MEMBER BOARDS 2) BOARD MEMBERS 3) REALTOR MEMBERS 4) INSTITUTE AFFILIATE MEMBERS 5) AFFILIATE MEMBERS 6) HONORARY MEMBERS 7) LIFE MEMBERS 8) REALTOR EMERITUS MEMBERS ONLY REALTOR MEMBERS, LIFE MEMBERS, REALTOR EMERITUS MEMBERS, AND BOARD MEMBERS SHALL BE VOTING MEMBERS OF MAR. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS APPROVE CHANGES TO THE BYLAWS, SOME OF WHICH MAY ORIGINATE WITHIN THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE AND FINANCE COMMITTEE REVIEWS THE FORM 990 AS AUTHORIZED BY THE BOARD OF DIRECTORS AND APPROVES THE RETURN FOR FILING. THE BOARD RECEIVES A COPY OF THE RETURN FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY APPLIES TO ANY MEMBER OF MAR'S DECISION MAKING BODIES. MEMBERS WITH A CONFLICT OF INTEREST MUST IMMEDIATELY DISCLOSE THEIR INTEREST AT THE OUTSET OF ANY DISCUSSIONS BY A DECISION MAKING BODY. SUCH MEMBERS MAY NOT PARTICIPATE IN THE DISCUSSION RELATING TO THAT BUSINESS OTHER THAN TO RESPOND TO QUESTIONS ASKED OF THEM BY OTHER MEMBERS OF THE BODY. FURTHERMORE, NO MEMBER WITH A CONFLICT OF INTEREST MAY VOTE ON ANY MATTER IN WHICH THE MEMBER HAS A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE SHALL REVIEW THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER NO LESS THAN ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE 990 AND OTHER PERTINENT DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR REVIEWING THE FINANCIAL STATEMENTS HAS NOT CHANGED.