Skip to content
Nonprofiteer
← MONTANA ASSN OF REALTORS

Form 990 for tax year 2024

Filed by MONTANA ASSN OF REALTORS.

Totals

Total revenue
$2,727,641
Total expenses
$2,093,310
Contributions and grants received
$0
Grants paid
$60,000
Program service revenue
$2,404,095
Investment income
$213,771
Other revenue
$109,775
Total assets, end of year
$7,824,065
Total liabilities, end of year
$878,255
Net assets or fund balances, end of year
$6,945,810
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $2,274,214 · related or exempt $2,274,214

  • 2b · Program service revenue: EDUCATION

    total $105,731 · related or exempt $105,731

  • 2c · Program service revenue: SPONSORSHIP INCOME

    total $20,825 · related or exempt $20,825

  • 2d · Program service revenue: REALTOR DIGEST

    total $2,300 · unrelated business $2,300

  • 2e · Program service revenue: VENDOR INCOME

    total $1,025 · related or exempt $1,025

  • 3 · Investment income

    total $215,032 · excluded $215,032

  • 6a · Gross rents

    real property $101,267

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $101,267

  • 6d · Net rental income or loss

    total $101,267 · excluded $101,267

  • 7a · Gross sales of assets other than inventory

    other assets $150

  • 7b · Less cost or other basis and sales expenses

    other assets $1,411

  • 7c · Gain or loss

    other assets -$1,261

  • 7d · Net gain or loss

    total -$1,261 · excluded -$1,261

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $8,508 · related or exempt $8,508

  • 11e · Other revenue, total

    $8,508

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $60,000

  • 5 · Compensation of officers, directors and key employees

    total $197,415

  • 7 · Other salaries and wages

    total $398,059

  • 8 · Pension plan contributions

    total $17,653

  • 9 · Other employee benefits

    total $23,278

  • 10 · Payroll taxes

    total $45,346

  • 11b · Fees: legal

    total $79,614

  • 11c · Fees: accounting

    total $14,783

  • 11g · Fees: other

    total $73,770

  • 13 · Office expenses

    total $45,240

  • 14 · Information technology

    total $16,419

  • 16 · Occupancy

    total $38,349

  • 17 · Travel

    total $225,909

  • 19 · Conferences, conventions and meetings

    total $144,386

  • 22 · Depreciation, depletion and amortization

    total $51,073

  • 23 · Insurance

    total $13,230

  • 24a · Other expenses: RISK MANAGEMENT

    total $327,065

  • 24b · Other expenses: ADMINISTRATIVE EXPENSES

    total $154,349

  • 24c · Other expenses: PROFESSIONAL DEVELOPMEN

    total $127,942

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $21,764

  • 24e · All other expenses

    total $17,666

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $317,951

  • 2 · Savings and temporary cash investments

    beginning of year $2,097,667 · end of year $1,728,330

  • 4 · Accounts receivable

    beginning of year $20,395 · end of year $37,156

  • 9 · Prepaid expenses and deferred charges

    beginning of year $27,438 · end of year $39,559

  • 10a · Land, buildings and equipment: cost or other basis

    $1,865,755

  • 10b · Land, buildings and equipment: accumulated depreciation

    $804,619

  • 10c · Land, buildings and equipment, net

    beginning of year $1,088,333 · end of year $1,061,136

  • 11 · Investments: publicly traded securities

    beginning of year $3,470,587 · end of year $4,639,933

  • 17 · Accounts payable and accrued expenses

    beginning of year $55,248 · end of year $161,697

  • 19 · Deferred revenue

    beginning of year $755,329 · end of year $712,308

  • 25 · Other liabilities

    beginning of year $0 · end of year $4,250

  • 27 · Net assets without donor restrictions

    beginning of year $5,893,843 · end of year $6,945,810

Mission and programs · 2024

Mission

THE MISSION OF MAR IS TO ADVOCATE FOR ITS MEMBERS AND TO PROTECT THE RIGHTS OF PROPERTY OWNERS.

Activities or mission (Part I)

TO ADVOCATE FOR ITS MEMBERS AND TO PROTECT THE RIGHTS OF PROPERTY OWNERS.

  • 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.

As filed on the 2024 return.

Listed in Part VII

  • Dj Smith

    PRESIDENT

    Total calculated
    $7,000
    From this org
    $7,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4.5
  • Robin Wallace

    PRESIDENT-ELECT

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5
  • Angela Klein-Hughes

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5
  • Mark Dobrenski

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5
  • Gary Shea

    TREASURER

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • Beth Duke

    ASSOCIATION MGMT CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Kat Dodd

    COMMUNICATIONS CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Katie Carlson

    DEI CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • John Rausch

    GOV'T AFFAIRS CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Tammy Hall

    PROFESSIONAL DEVELOPMENT CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Shannon Hilliard

    RISK MGMT CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Courtney Wahlberg

    YPN CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Brenda Miller

    RA - WESTERN MT

    Total calculated
    $0
    Hours/week
    0.5
  • Jim Gingery

    RA - CENTRAL MT

    Total calculated
    $0
    Hours/week
    0.5
  • Rochelle Houghton

    RA - EASTERN MT

    Total calculated
    $0
    Hours/week
    0.5
  • Hattie Graham

    NATIONAL DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Lacy Browne

    NATIONAL DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Alan Habel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Angie Enger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Annelise Hedahl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Bethany Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Bill Leininger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Billie Parrott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Bob Pauley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Brian Nicodemus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Brian Tudor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Brint Wahlberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Cindy Lanier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Claire Gillam

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Clay Seccomb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Crystal Ault

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Dan Senecal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Deb Kelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Denise Kelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Dennis Cook

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Doryce Hawkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Gary Koepplin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jannie Wiseman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jenni Swartz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jennifer Benski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jennifer Hargett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jennifer Shea

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jesse Plevel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jessica Moore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jim Dea

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Joanna Harper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jolene Tatum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Kristi Holmlund

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Lanissa Fortner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Laura Drager

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Lynnette Robinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Margaret Asay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mark Corner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Markee Richards

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Matt Rosbarsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Max Coleman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • McCullough Roach

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Melissa Dascoulias

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Melissa Walter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mikayla Kovash

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mike Kent

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Rich Mayo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ron Boyd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ryan Ross

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Stephanie Patterson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Tara Harbin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Tim Lund

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Tom Gierhan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Kaaren Winkler

    CEO

    Total calculated
    $185,415
    From this org
    $160,408
    From related orgs
    $0
    Other
    $25,007
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,108
    Bonus
    $15,000
    Other
    $300
    Deferred
    $8,115
    Nontaxable benefits
    $16,892
    Filer's total
    $185,415
  • Shanna Semmens

    OPERATIONS DIRECTOR

    Total calculated
    $108,416
    From this org
    $100,857
    From related orgs
    $0
    Other
    $7,559
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
HEALTH CLUB ALLOWANCE, KAAREN WINKLER, INCLUDED IN TAXABLE COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202513179349305261

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.