Nonprofit · EIN 81-0386428
SOUTHWEST MONTANA REALTORS
Tax-exempt · BOZEMAN, MT 59718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,143,942 | $1,040,825 | $103,117 | $6,266,242 | $3,186,462 | $3,079,780 |
| December 31, 2024 | 990 | $335,531 | $279,376 | $56,155 | $6,080,293 | $3,184,764 | $2,895,529 |
| September 30, 2024 | 990 | $1,083,120 | $1,047,823 | $35,297 | $6,143,930 | $3,241,347 | $2,902,583 |
| September 30, 2023 | 990 | $911,637 | $1,027,539 | -$115,902 | $6,088,608 | $3,367,371 | $2,721,237 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $914,804
- Investment income
- $161,733
- Net rental income
- -$2,529
- Net gain from sales of assets
- $36,354
- Other revenue
- $67,405
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $116,486
- Other salaries and wages
- $268,994
- Salaries, compensation and benefits (total)
- $492,386
- Professional fundraising fees
- $0
- Legal fees
- $6,096
- Accounting fees
- $70,995
- Occupancy
- $64,033
- Travel
- $25,270
- Depreciation
- $72,894
Balance sheet and other
- Total assets, start of year
- $6,080,293
- Total assets, end of year
- $6,266,242
- Total liabilities, end of year
- $3,186,462
- Net assets, end of year
- $3,079,780
- Land, buildings and equipment
- $3,576,364
- Publicly traded securities
- $1,298,476
- Net assets without donor restrictions
- $3,079,780
- Gross unrelated business income
- $1,293
- Gross receipts
- $1,424,624
- Employees
- 6
- Year formed
- 1970
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CINDI SIGGS | CEO Officer | 40 | $116,486 | $16,418 |
| HATTIE GRAHAM | President Trustee or director, Officer | 8 | $0 | $0 |
| MARK CORNER | President Elect Trustee or director, Officer | 8 | $0 | $0 |
| MCCULLOUGH ROACH | Vice President Trustee or director, Officer | 8 | $0 | $0 |
| KIM STEVENS | Treasurer Trustee or director, Officer | 8 | $0 | $0 |
| BRIAN TUDOR | Past President Trustee or director, Officer | 8 | $0 | $0 |
| SAUL ABEL | Director Trustee or director | 8 | $0 | $0 |
| MARGARET ASAY | Director Trustee or director | 8 | $0 | $0 |
| AMANDA BUTLER | Director Trustee or director | 8 | $0 | $0 |
| EVERDAWN CHARLES | Director Trustee or director | 8 | $0 | $0 |
| TYLER GARRISON | Director Trustee or director | 8 | $0 | $0 |
| ANGELA VAN LIEROP | Director Trustee or director | 8 | $0 | $0 |
| KATHLEEN VAUGHN | Director Trustee or director | 8 | $0 | $0 |
| RACHEL TASKER | Director Trustee or director | 8 | $0 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNTHIA SIGGS | EXECUTIVE OFFICER Officer | 40 | $105,912 |
| JAMES GINGERY | PAST PRESIDENT Trustee or director, Officer | 8 | $0 |
| BRYAN ATWELL | TREASURER Trustee or director, Officer | 8 | $0 |
| BRIAN TUDOR | PRESIDENT Trustee or director, Officer | 8 | $0 |
| JANNIE WISEMAN | DIRECTOR Trustee or director | 8 | $0 |
| SANDY LEE | DIRECTOR Trustee or director | 8 | $0 |
| MCCULLOUGH ROACH | DIRECTOR Trustee or director | 8 | $0 |
| HATTIE GRAHAM | PRESIDENT-ELECT Trustee or director, Officer | 8 | $0 |
| CHARLES EVERDAWN | DIRECTOR Trustee or director | 8 | $0 |
| MARK CORNER | VICE PRESIDENT Trustee or director, Officer | 8 | $0 |
| MARGARET ASAY | DIRECTOR Trustee or director | 8 | $0 |
| TYLER GARRISON | DIRECTOR Trustee or director | 8 | $0 |
| KATHLEEN VAUGHN | DIRECTOR Trustee or director | 8 | $0 |
| JODY SAVAGE | DIRECTOR Trustee or director | 8 | $0 |
990 for the year ended September 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT WIGTON | FORMER EXECUTIVE OFFICER Officer | 40 | $54,269 | $5,427 |
| CYNTHIA SIGGS | EXECUTIVE OFFICER Officer | 40 | $56,156 | $0 |
| JAMES GINGERY | PAST PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| BRYAN ATWELL | TREASURER Trustee or director, Officer | 8 | $0 | $0 |
| BRIAN TUDOR | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| JANNIE WISEMAN | DIRECTOR Trustee or director | 8 | $0 | $0 |
| SANDY LEE | DIRECTOR Trustee or director | 8 | $0 | $0 |
| MCCULLOUGH ROACH | DIRECTOR Trustee or director | 8 | $0 | $0 |
| HATTIE GRAHAM | PRESIDENT-ELECT Trustee or director, Officer | 8 | $0 | $0 |
| CHARLES EVERDAWN | DIRECTOR Trustee or director | 8 | $0 | $0 |
| MARK CORNER | VICE PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| MARGARET ASAY | DIRECTOR Trustee or director | 8 | $0 | $0 |
| TYLER GARRISON | DIRECTOR Trustee or director | 8 | $0 | $0 |
| KATHLEEN VAUGHN | DIRECTOR Trustee or director | 8 | $0 | $0 |
| JODY SAVAGE | DIRECTOR Trustee or director | 8 | $0 | $0 |
990 for the year ended September 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT WIGTON | FORMER EXECUTIVE OFFICER Officer | 40 | $68,372 | $45,581 | $11,395 |
| JAMES GINGERY | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 | $0 |
| BRYAN ATWELL | TREASURER Trustee or director, Officer | 8 | $0 | $0 | $0 |
| JOANNA HARPER | PAST PRESIDENT Trustee or director, Officer | 8 | $0 | $0 | $0 |
| BRIAN TUDOR | PRESIDENT ELECT Trustee or director, Officer | 8 | $0 | $0 | $0 |
| JANNIE WISEMAN | DIRECTOR Trustee or director | 8 | $0 | $0 | $0 |
| SANDY LEE | DIRECTOR Trustee or director | 8 | $0 | $0 | $0 |
| AUBREY ROTH | DIRECTOR Trustee or director | 8 | $0 | $0 | $0 |
| MICHELLE HAVERSTICK | VICE PRESIDENT Trustee or director, Officer | 8 | $0 | $0 | $0 |
| MCCULLOUGH ROACH | DIRECTOR Trustee or director | 8 | $0 | $0 | $0 |
| HATTIE GRAHAM | DIRECTOR Trustee or director | 8 | $0 | $0 | $0 |
| EVERDAWN CHARLES | DIRECTOR Trustee or director | 8 | $0 | $0 | $0 |
| MARK CORNER | DIRECTOR Trustee or director | 8 | $0 | $0 | $0 |
| MARGARET ASAY | DIRECTOR Trustee or director | 8 | $0 | $0 | $0 |
| CYNTHIA SIGGS | EXECUTIVE OFFICER Officer | 40 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4020 VALLEY COMMONS DR STE 1, BOZEMAN, MT 59718-5897
- In care of
- % CINDI SIGGS
- Principal officer (990 for 2025)
- HATTIE GRAHAM, 4020 VALLEY COMMONS DR, BOZEMAN, MT 59718
- Signed the 990
- HATTIE GRAHAM, President
- Phone
- (406) 585-0033
- Website
- swmtrealtors.com
- Return prepared by
- Amatics CPA Group
Mission
EMPOWER MEMBERS IN AN EVER-EVOLVING INDUSTRY BY FOSTERING EXCELLENCE AND INNOVATION TO BUILD VIBRANT COMMUNITIES THROUGH THE POWER OF REAL ESTATE.
Program accomplishments
- THE SOUTHWEST MONTANA REALTORS HAS A TOTAL OF 1,460 REALTOR, APPRAISER, AND AFFILIATE MEMBERS. THE ASSOCIATION MONITORS AND ENGAGES IN LOCAL GOVERNMENT ISSUES ASSOCIATED WITH REAL ESTATE, PROPERTY RIGHTS, AND HOUSING POLICIES. THE ASSOCIATION PRODUCES A WEEKLY E-NEWSLETTER, BI-MONTHLY E-MAGAZINE, DEDICATED EMAILS, ONLINE PLATFORMS, A MEMBER PORTAL, NETWORKING OPPORTUNITIES, RECOGNITION PROGRAMS, LEADERSHIP DEVELOPMENT, AND CUSTOMER SUPPORT TO PROVIDE EDUCATIONAL INFORMATION, EDUCATION COURSES, AND TO KEEP MEMBERS INFORMED OF REGULATORY ISSUES AND INDUSTRY STANDARDS TO HELP ENSURE COMPLIANCE AND INVOLVEMENT AT THE COMMUNITY LEVEL. THE ASSOCIATION ENFORCES THE REALTOR CODE OF ETHICS BY ADMINISTERING GRIEVANCE PROCEDURES, ETHICS HEARINGS, AND ARBITRATION SERVICES TO MAINTAIN TRUST AND PROFESSIONALISM WITHIN THE REAL ESTATE COMMUNITY AND THE PUBLIC. IT ALSO SUPPORTS HOUSING-RELATED NONPROFIT ORGANIZATIONS AND PUBLIC OUTREACH INITIATIVES THROUGH VOLUNTEERISM AND CHARITABLE GIVING.THE ASSOCIATION PUTS ON CONTINUING EDUCATION COURSES THROUGH WEBINARS AND ONLINE PLATFORMS FOR ITS MEMBERS EACH MONTH TOTALING UP TO 71 TOTAL CREDIT HOURS PER YEAR.
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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 81-0386428
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,266,242
- Income (IRS master file)
- $1,424,624
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,143,942 | $1,040,825 | $6,266,242 | IRS |
| 990 | December 2024 | $335,531 | $279,376 | $6,080,293 | XML |
| 990 | September 2024 | $1,083,120 | $1,047,823 | $6,143,930 | XML |
| 990 | September 2023 | $911,637 | $1,027,539 | $6,088,608 | XML |
| 990 | September 2022 | $904,955 | $862,899 | $5,500,404 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 81-0386428).
Questions about SOUTHWEST MONTANA REALTORS
- What is the EIN of SOUTHWEST MONTANA REALTORS?
- The employer identification number (EIN) of SOUTHWEST MONTANA REALTORS is 81-0386428.
- Is SOUTHWEST MONTANA REALTORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1996.
- Are donations to SOUTHWEST MONTANA REALTORS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHWEST MONTANA 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 SOUTHWEST MONTANA REALTORS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST MONTANA REALTORS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SOUTHWEST MONTANA REALTORS?
- The 990 for the year ended December 31, 2025 names HATTIE GRAHAM.
- Who are the officers and directors of SOUTHWEST MONTANA REALTORS?
- The 990 for the year ended December 31, 2025 lists 14 people; 1 received compensation from the organization, the highest $116,486 (CINDI SIGGS, CEO).
- How much revenue does SOUTHWEST MONTANA REALTORS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,143,942, expenses of $1,040,825 and total assets of $6,266,242 at year end.
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