Nonprofit · EIN 81-0306171
MONTANA ASSN OF REALTORS
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,727,641 | $2,093,310 | $634,331 | $7,824,065 | $878,255 | $6,945,810 |
| December 31, 2023 | 990 | $2,475,545 | $2,080,243 | $395,302 | $6,704,420 | $810,577 | $5,893,843 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,404,095
- Investment income
- $213,771
- Net rental income
- $101,267
- Net gain from sales of assets
- -$1,261
- Other revenue
- $109,775
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $197,415
- Other salaries and wages
- $398,059
- Salaries, compensation and benefits (total)
- $681,751
- Professional fundraising fees
- $0
- Legal fees
- $79,614
- Accounting fees
- $14,783
- Occupancy
- $38,349
- Travel
- $225,909
- Depreciation
- $51,073
Balance sheet and other
- Total assets, start of year
- $6,704,420
- Total assets, end of year
- $7,824,065
- Total liabilities, end of year
- $878,255
- Net assets, end of year
- $6,945,810
- Land, buildings and equipment
- $1,061,136
- Publicly traded securities
- $4,639,933
- Net assets without donor restrictions
- $6,945,810
- Gross unrelated business income
- $2,300
- Gross receipts
- $2,729,052
- Employees
- 7
- Volunteers
- 160
- Year formed
- 1972
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAAREN WINKLER | CEO Officer | 40 | $160,408 | $25,007 |
| SHANNA SEMMENS | OPERATIONS DIRECTOR Highest-paid employee | 40 | $100,857 | $7,559 |
| DJ SMITH | PRESIDENT Trustee or director, Officer | 4.5 | $7,000 | $0 |
| ROBIN WALLACE | PRESIDENT-ELECT Trustee or director, Officer | 0.5 | $2,500 | $0 |
| GARY SHEA | TREASURER Trustee or director, Officer | 2 | $2,500 | $0 |
| ANGELA KLEIN-HUGHES | FIRST VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| MARK DOBRENSKI | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| BETH DUKE | ASSOCIATION MGMT CHAIR Trustee or director | 0.5 | $0 | $0 |
| KAT DODD | COMMUNICATIONS CHAIR Trustee or director | 0.5 | $0 | $0 |
| KATIE CARLSON | DEI CHAIR Trustee or director | 0.5 | $0 | $0 |
| JOHN RAUSCH | GOV'T AFFAIRS CHAIR Trustee or director | 0.5 | $0 | $0 |
| TAMMY HALL | PROFESSIONAL DEVELOPMENT CHAIR Trustee or director | 0.5 | $0 | $0 |
| SHANNON HILLIARD | RISK MGMT CHAIR Trustee or director | 0.5 | $0 | $0 |
| COURTNEY WAHLBERG | YPN CHAIR Trustee or director | 0.5 | $0 | $0 |
| BRENDA MILLER | RA - WESTERN MT Trustee or director | 0.5 | $0 | $0 |
55 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM GINGERY | RA - CENTRAL MT Trustee or director | 0.5 | $0 |
| ROCHELLE HOUGHTON | RA - EASTERN MT Trustee or director | 0.5 | $0 |
| HATTIE GRAHAM | NATIONAL DIRECTOR Trustee or director | 0.5 | $0 |
| LACY BROWNE | NATIONAL DIRECTOR Trustee or director | 0.5 | $0 |
| ALAN HABEL | DIRECTOR Trustee or director | 0.5 | $0 |
| ANGIE ENGER | DIRECTOR Trustee or director | 0.5 | $0 |
| ANNELISE HEDAHL | DIRECTOR Trustee or director | 0.5 | $0 |
| BETHANY TAYLOR | DIRECTOR Trustee or director | 0.5 | $0 |
| BILL LEININGER | DIRECTOR Trustee or director | 0.5 | $0 |
| BILLIE PARROTT | DIRECTOR Trustee or director | 0.5 | $0 |
| BOB PAULEY | DIRECTOR Trustee or director | 0.5 | $0 |
| BRIAN NICODEMUS | DIRECTOR Trustee or director | 0.5 | $0 |
| BRIAN TUDOR | DIRECTOR Trustee or director | 0.5 | $0 |
| BRINT WAHLBERG | DIRECTOR Trustee or director | 0.5 | $0 |
| CINDY LANIER | DIRECTOR Trustee or director | 0.5 | $0 |
| CLAIRE GILLAM | DIRECTOR Trustee or director | 0.5 | $0 |
| CLAY SECCOMB | DIRECTOR Trustee or director | 0.5 | $0 |
| CRYSTAL AULT | DIRECTOR Trustee or director | 0.5 | $0 |
| DAN SENECAL | DIRECTOR Trustee or director | 0.5 | $0 |
| DEB KELLY | DIRECTOR Trustee or director | 0.5 | $0 |
| DENISE KELLY | DIRECTOR Trustee or director | 0.5 | $0 |
| DENNIS COOK | DIRECTOR Trustee or director | 0.5 | $0 |
| DORYCE HAWKINS | DIRECTOR Trustee or director | 0.5 | $0 |
| GARY KOEPPLIN | DIRECTOR Trustee or director | 0.5 | $0 |
| JANNIE WISEMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| JENNI SWARTZ | DIRECTOR Trustee or director | 0.5 | $0 |
| JENNIFER BENSKI | DIRECTOR Trustee or director | 0.5 | $0 |
| JENNIFER HARGETT | DIRECTOR Trustee or director | 0.5 | $0 |
| JENNIFER SHEA | DIRECTOR Trustee or director | 0.5 | $0 |
| JESSE PLEVEL | DIRECTOR Trustee or director | 0.5 | $0 |
| JESSICA MOORE | DIRECTOR Trustee or director | 0.5 | $0 |
| JIM DEA | DIRECTOR Trustee or director | 0.5 | $0 |
| JOANNA HARPER | DIRECTOR Trustee or director | 0.5 | $0 |
| JOLENE TATUM | DIRECTOR Trustee or director | 0.5 | $0 |
| KRISTI HOLMLUND | DIRECTOR Trustee or director | 0.5 | $0 |
| LANISSA FORTNER | DIRECTOR Trustee or director | 0.5 | $0 |
| LAURA DRAGER | DIRECTOR Trustee or director | 0.5 | $0 |
| LYNNETTE ROBINSON | DIRECTOR Trustee or director | 0.5 | $0 |
| MARGARET ASAY | DIRECTOR Trustee or director | 0.5 | $0 |
| MARK CORNER | DIRECTOR Trustee or director | 0.5 | $0 |
| MARKEE RICHARDS | DIRECTOR Trustee or director | 0.5 | $0 |
| MATT ROSBARSKY | DIRECTOR Trustee or director | 0.5 | $0 |
| MAX COLEMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| MCCULLOUGH ROACH | DIRECTOR Trustee or director | 0.5 | $0 |
| MELISSA DASCOULIAS | DIRECTOR Trustee or director | 0.5 | $0 |
| MELISSA WALTER | DIRECTOR Trustee or director | 0.5 | $0 |
| MIKAYLA KOVASH | DIRECTOR Trustee or director | 0.5 | $0 |
| MIKE KENT | DIRECTOR Trustee or director | 0.5 | $0 |
| RICH MAYO | DIRECTOR Trustee or director | 0.5 | $0 |
| RON BOYD | DIRECTOR Trustee or director | 0.5 | $0 |
| RYAN ROSS | DIRECTOR Trustee or director | 0.5 | $0 |
| STEPHANIE PATTERSON | DIRECTOR Trustee or director | 0.5 | $0 |
| TARA HARBIN | DIRECTOR Trustee or director | 0.5 | $0 |
| TIM LUND | DIRECTOR Trustee or director | 0.5 | $0 |
| TOM GIERHAN | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 67 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAAREN WINKLER | CEO Officer | 40 | $160,409 | $8,098 |
| WILLIAM BILL LEININGER | IMM PAST PRESIDENT Trustee or director, Officer | 8.5 | $0 | $0 |
| MARK DOBRENSKI | PRESIDENT Trustee or director, Officer | 4.5 | $0 | $0 |
| CANDIS DORSCH | EXECUTIVE COMMITTEE REP Trustee or director | 0.5 | $0 | $0 |
| MICHELLE HAVERSTICK | DIRECTOR - GAR Trustee or director | 0.5 | $0 | $0 |
| GARY KOEPPLIN | TREASURER Trustee or director, Officer | 8.5 | $0 | $0 |
| CLAIRE GILLAM | DIRECTOR - GAR Trustee or director | 0.5 | $0 | $0 |
| STEPHANIE PATTERSON | DIRECTOR - BAR Trustee or director | 0.5 | $0 | $0 |
| RICHARD MAYO | DIRECTOR - GAR Trustee or director | 0.5 | $0 | $0 |
| HATTIE GRAHAM | GOV AFFAIRS CHAIR Trustee or director | 0.5 | $0 | $0 |
| JEAN DEETZ | DIRECTOR - NMAR Trustee or director | 0.5 | $0 | $0 |
| KATHLEEN DODD | RA - WESTERN MT Trustee or director | 0.5 | $0 | $0 |
| LORIE JEAN SCHULT | RA - CENTRAL MT Trustee or director | 0.5 | $0 | $0 |
| JOHN CARLSON | RA - EASTERN MT Trustee or director | 0.5 | $0 | $0 |
| LAURA DRAGER | DIRECTOR - BAR Trustee or director | 0.5 | $0 | $0 |
| LANISSA FORTNER | DIRECTOR - BAR Trustee or director | 0.5 | $0 | $0 |
| DANIEL KLEIN | DIRECTOR - BAR Trustee or director | 0.5 | $0 | $0 |
| ANGELA KLEIN-HUGHES | DIRECTOR - BAR Trustee or director | 0.5 | $0 | $0 |
| BILLIE PARROTT | YPN CHAIR Trustee or director | 0.5 | $0 | $0 |
| ROBERT PAULEY | DIRECTOR - BVBOR Trustee or director | 0.5 | $0 | $0 |
| MARGARET ASAY | COMMUNICATIONS CHAIR Trustee or director | 0.5 | $0 | $0 |
| LACY BROWNE | NATIONAL DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JIM GINGERY | DIRECTOR - GAR Trustee or director | 0.5 | $0 | $0 |
| DEB KELLY | DIRECTOR - GAR Trustee or director | 0.5 | $0 | $0 |
| DENISE KELLY | DIRECTOR - GAR Trustee or director | 0.5 | $0 | $0 |
| DON PILOTTE | DIRECTOR - GAR Trustee or director | 0.5 | $0 | $0 |
| BRIAN TUDOR | DIRECTOR - GAR Trustee or director | 0.5 | $0 | $0 |
| JANNIE WISEMAN | DIRECTOR - GAR Trustee or director | 0.5 | $0 | $0 |
| ASHLEY FRIESEN | DIRECTOR - GFAR Trustee or director | 0.5 | $0 | $0 |
| JOSHUA LIND | DIRECTOR - GFAR Trustee or director | 0.5 | $0 | $0 |
| CINDY STEVICK | DIRECTOR - HAR Trustee or director | 0.5 | $0 | $0 |
| JOHN RAUSCH | DIRECTOR - HAR Trustee or director | 0.5 | $0 | $0 |
| CRYSTAL AULT | DIRECTOR - MOR Trustee or director | 0.5 | $0 | $0 |
| JOLENE TATUM | PROFESSIONAL DEVELOPMENT CHAIR Trustee or director | 0.5 | $0 | $0 |
| BETHANY TAYLOR | DIRECTOR - MOR Trustee or director | 0.5 | $0 | $0 |
| DEREK DJ SMITH | PRESIDENT-ELECT Trustee or director, Officer | 0.5 | $0 | $0 |
| ANDREW BURGI | DIRECTOR - NMAR Trustee or director | 0.5 | $0 | $0 |
| JENNIFER HARGETT | DIRECTOR - NMAR Trustee or director | 0.5 | $0 | $0 |
| DORYCE HAWKINS | DIRECTOR - NMAR Trustee or director | 0.5 | $0 | $0 |
| CINDY LANIER | DIRECTOR - NMAR Trustee or director | 0.5 | $0 | $0 |
| BRENDA MILLER | ASSOCIATE MANAGEMENT CHAIR Trustee or director | 0.5 | $0 | $0 |
| BRIAN NICODEMUS | DEI CHAIR Trustee or director | 0.5 | $0 | $0 |
| JESSE PLEVEL | DIRECTOR - NMAR Trustee or director | 0.5 | $0 | $0 |
| JENNIFER SHEA | DIRECTOR - RMAR Trustee or director | 0.5 | $0 | $0 |
| TINA WEST | DIRECTOR - RMAR Trustee or director | 0.5 | $0 | $0 |
| DENNIS COOK | DIRECTOR - BAR Trustee or director | 0.5 | $0 | $0 |
| JOANNA HARPER | DIRECTOR - GAR Trustee or director | 0.5 | $0 | $0 |
| MANDY SNOOK | DIRECTOR - MOR Trustee or director | 0.5 | $0 | $0 |
| ROBIN WALLACE | FIRST VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| JOHN HERRING | RISK MANAGEMENT CHAIR Trustee or director | 0.5 | $0 | $0 |
| TIMOTHY TIM LUND | NATIONAL DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RONALD BOYD | DIRECTOR - BAR Trustee or director | 0.5 | $0 | $0 |
| LIZ FRANCIS | DIRECTOR - BAR Trustee or director | 0.5 | $0 | $0 |
| ROCHELLE HOUGHTON | DIRECTOR - BAR Trustee or director | 0.5 | $0 | $0 |
| SHERI JONES | DIRECTOR - BVBOR Trustee or director | 0.5 | $0 | $0 |
| MAX COLEMAN | DIRECTOR- BVBOR Trustee or director | 0.5 | $0 | $0 |
| KELLY ECKLUND | DIRECTOR - GFAR Trustee or director | 0.5 | $0 | $0 |
| KRISTIN KERR | DIRECTOR - HAR Trustee or director | 0.5 | $0 | $0 |
| JENNI SWARTZ | DIRECTOR - HAR Trustee or director | 0.5 | $0 | $0 |
| CARLY MCDONNELL | DIRECTOR - MOR Trustee or director | 0.5 | $0 | $0 |
| ANNELISE HEDAHL | DIRECTOR - MOR Trustee or director | 0.5 | $0 | $0 |
| LYNETTE ROBINSON | DIRECTOR - MOR Trustee or director | 0.5 | $0 | $0 |
| MATT ROSBARSKY | DIRECTOR - MOR Trustee or director | 0.5 | $0 | $0 |
| ALAN HABEL | DIRECTOR - NMAR Trustee or director | 0.5 | $0 | $0 |
| TARA HARBIN | DIRECTOR - NMAR Trustee or director | 0.5 | $0 | $0 |
| CURTIS WAGNER | DIRECTOR - NMAR Trustee or director | 0.5 | $0 | $0 |
| KAREN BURTCH | DIRECTOR- RMAR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 SOUTH MONTANA AVENUE, HELENA, MT 59601-5112
- Principal officer (990 for 2024)
- KAAREN WINKLER, 1 S MONTANA AVE STE M1, HELENA, MT 596015112
- Signed the 990
- KAAREN WINKLER, CEO
- Phone
- (406) 443-4032
- Website
- WWW.MONTANAREALTORS.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
THE MISSION OF MAR IS TO ADVOCATE FOR ITS MEMBERS AND TO PROTECT THE RIGHTS OF PROPERTY OWNERS.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0306171
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,824,065
- Income (IRS master file)
- $2,729,052
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,727,641 | $2,093,310 | $7,824,065 | XML |
| 990 | December 2023 | $2,475,545 | $2,080,243 | $6,704,420 | XML |
| 990 | December 2022 | $2,119,143 | $1,852,261 | $6,094,362 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0306171).
Questions about MONTANA ASSN OF REALTORS
- What is the EIN of MONTANA ASSN OF REALTORS?
- The employer identification number (EIN) of MONTANA ASSN OF REALTORS is 81-0306171.
- Is MONTANA ASSN OF REALTORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1965.
- Are donations to MONTANA ASSN OF REALTORS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTANA ASSN OF REALTORS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTANA ASSN OF REALTORS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA ASSN OF REALTORS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MONTANA ASSN OF REALTORS?
- The 990 for the year ended December 31, 2024 names KAAREN WINKLER.
- Who are the officers and directors of MONTANA ASSN OF REALTORS?
- The 990 for the year ended December 31, 2024 lists 70 people; 5 received compensation from the organization, the highest $160,408 (KAAREN WINKLER, CEO).
- How much revenue does MONTANA ASSN OF REALTORS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,727,641, expenses of $2,093,310 and total assets of $7,824,065 at year end.
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