Form 990 for tax year 2023
Filed by NORTHWEST MONTANA ASSOCIATION OF REALTORS.
Totals
- Total revenue
- $564,531
- Total expenses
- $442,410
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $561,120
- Investment income
- $4,499
- Other revenue
- -$1,088
- Total assets, end of year
- $737,059
- Total liabilities, end of year
- $11,491
- Net assets or fund balances, end of year
- $725,568
- Program services expenses (Part IX)
- $413,563
- Management and general expenses
- $28,847
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $413,563
Program services were 93.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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: DUES PASSTHRU/MT & NATL
total $14,984 · excluded $14,984
-
2b · Program service revenue: EDUCATIONAL SEMINARS
total $91,437 · excluded $91,437
-
2c · Program service revenue: Membership Dues & Assessments
total $454,699 · related or exempt $454,699
-
3 · Investment income
total $4,499 · excluded $4,499
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$14,146
-
8b · Fundraising events: direct expenses
$15,234
-
8c · Net income from fundraising events
total -$1,088
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $52,503 · program services $52,503
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $104,161 · program services $104,161
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,300 · management and general $1,300
-
11c · Fees: accounting
total $6,312 · management and general $6,312
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $10,154 · management and general $10,154
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $6,666 · program services $1,215 · management and general $5,451
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $9,600 · program services $9,600
-
17 · Travel
total $61,913 · program services $61,913
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $15,515 · program services $15,515
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $2,269 · management and general $2,269
-
24a · Other expenses: EDUCATIONAL SEMINARS & PROF DE
total $68,921 · program services $68,921
-
24b · Other expenses: MARKETING
total $40,640 · program services $40,640
-
24c · Other expenses: MERBERSHIP SERVICES
total $23,089 · program services $23,089
-
24d · Other expenses: PROFESSIONAL STD TRAINING
total $7,699 · program services $7,699
-
24e · All other expenses
total $31,668 · program services $28,307 · management and general $3,361
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $220,017 · end of year $360,997
-
2 · Savings and temporary cash investments
beginning of year $378,229 · end of year $365,830
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $7,373 · end of year $10,230
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $1 · end of year $2
-
25 · Other liabilities
beginning of year $2,173 · end of year $11,491
-
27 · Net assets without donor restrictions
beginning of year $603,447 · end of year $725,568
Mission and programs · 2023
Mission
PROVIDE TRAINING AND PROMOTE THE INTEGRITY OF THE PROFESSION OF REALTORS.
-
EDUCATIONAL SEMINARS--PROVIDED TO REALTORS AS CONTINUING EDUCATION THAT INCLUDES UPDATES ON RULES AND REGULATIONS.
Expenses $344,642 · Revenue $469,683
-
PROMOTION OF THE REAL ESTATE PROFESSION--PROVIDED A UNIFIED MEDIUM FOR THOSE ENGAGED IN THE REAL ESTATE BUSINESS TO MAINTAIN A QUALITY PROFESSION AND PROVIDE APPLICABLE INFORMATION.
Expenses $68,921 · Revenue $91,437
As filed on the 2023 return.
Listed in Part VII
-
JERI MOON
Executive Offcr
- Total calculated
- $52,503
- From this org
- $52,503
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
TARA HARBIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER HARGETT
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
CINDY LANIER
Director
- Total calculated
- $0
- Hours/week
- 1
-
BRENDA MILLER
Past-President
- Total calculated
- $0
- Hours/week
- 1
-
ROBIN WALLACE
MAR PRESDNT-ELC
- Total calculated
- $0
- Hours/week
- 1
-
ALAN HABEL
Director
- Total calculated
- $0
- Hours/week
- 1
-
JESSE PLEVEL
Vice Prsdnt
- Total calculated
- $0
- Hours/week
- 1
-
TRICIA BRISENDINE
Director
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN NICODEMUS
Director
- Total calculated
- $0
- Hours/week
- 1
-
DORYCE HAWKINS
President
- Total calculated
- $0
- Hours/week
- 1
-
RYAN ROSS
Director
- Total calculated
- $0
- Hours/week
- 1
-
KAT DODD
FIRST VICE PRES
- Total calculated
- $0
- Hours/week
- 1
-
GARY KOEPPLIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
LAURI WILSON
Director
- Total calculated
- $0
- Hours/week
- 1
-
RENA SAUNIER
Treasurer
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
NORTHWEST MT ASSOC OF REALTORS MLS INC
C CORP · REAL ESTATE LISTING SERVICE · MT · 100% owned · share of income $623,343 · share of assets $1,004,524
Directly controlled by FILING ENTITY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 18 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432629349300048
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