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Nonprofiteer
← MONTANA ASSN OF REALTORS

Form 990 for tax year 2023

Filed by MONTANA ASSN OF REALTORS.

Totals

Total revenue
$2,475,545
Total expenses
$2,080,243
Contributions and grants received
$46,975
Grants paid
$0
Program service revenue
$2,128,692
Investment income
$187,294
Other revenue
$112,584
Total assets, end of year
$6,704,420
Total liabilities, end of year
$810,577
Net assets or fund balances, end of year
$5,893,843
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.

  • 1e · Government grants (contributions)

    $46,975

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $2,025,053 · related or exempt $2,025,053

  • 2b · Program service revenue: EDUCATION

    total $103,639 · related or exempt $103,639

  • 3 · Investment income

    total $187,294 · excluded $187,294

  • 6a · Gross rents

    real property $98,678

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $98,678

  • 6d · Net rental income or loss

    total $98,678 · excluded $98,678

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $13,906 · related or exempt $13,906

  • 11e · Other revenue, total

    $13,906

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $173,507

  • 7 · Other salaries and wages

    total $410,624

  • 8 · Pension plan contributions

    total $20,454

  • 9 · Other employee benefits

    total $61,620

  • 10 · Payroll taxes

    total $48,749

  • 11b · Fees: legal

    total $127,807

  • 11c · Fees: accounting

    total $57,860

  • 11d · Fees: lobbying

    total $20,000

  • 11g · Fees: other

    total $141,610

  • 12 · Advertising and promotion

    total $70,615

  • 13 · Office expenses

    total $92,641

  • 14 · Information technology

    total $25,289

  • 16 · Occupancy

    total $59,581

  • 17 · Travel

    total $293,630

  • 19 · Conferences, conventions and meetings

    total $48,304

  • 22 · Depreciation, depletion and amortization

    total $45,051

  • 23 · Insurance

    total $16,102

  • 24a · Other expenses: ELECTRONIC FORMS SUBSCR

    total $191,187

  • 24b · Other expenses: PROFESSIONAL DEVELOPMEN

    total $123,974

  • 24c · Other expenses: MISCELLANEOUS

    total $20,850

  • 24d · Other expenses: PROGRAM EXPENSES

    total $17,078

  • 24e · All other expenses

    total $13,710

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1

  • 2 · Savings and temporary cash investments

    beginning of year $1,751,284 · end of year $2,097,667

  • 4 · Accounts receivable

    beginning of year $7,266 · end of year $20,395

  • 9 · Prepaid expenses and deferred charges

    beginning of year $53,819 · end of year $27,438

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

    $2,025,099

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

    $936,766

  • 10c · Land, buildings and equipment, net

    beginning of year $1,082,577 · end of year $1,088,333

  • 11 · Investments: publicly traded securities

    beginning of year $3,199,415 · end of year $3,470,587

  • 17 · Accounts payable and accrued expenses

    beginning of year $73,760 · end of year $55,248

  • 19 · Deferred revenue

    beginning of year $730,503 · end of year $755,329

  • 27 · Net assets without donor restrictions

    beginning of year $5,279,256 · end of year $5,893,843

  • 28 · Net assets with donor restrictions

    beginning of year $10,843 · end of year $0

Mission and programs · 2023

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 2023 return.

Listed in Part VII

  • William Bill Leininger

    IMM PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    8.5
  • Mark Dobrenski

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4.5
  • Candis Dorsch

    EXECUTIVE COMMITTEE REP

    Total calculated
    $0
    Hours/week
    0.5
  • Michelle Haverstick

    DIRECTOR - GAR

    Total calculated
    $0
    Hours/week
    0.5
  • Gary Koepplin

    TREASURER

    Total calculated
    $0
    Hours/week
    8.5
  • Claire Gillam

    DIRECTOR - GAR

    Total calculated
    $0
    Hours/week
    0.5
  • Stephanie Patterson

    DIRECTOR - BAR

    Total calculated
    $0
    Hours/week
    0.5
  • Richard Mayo

    DIRECTOR - GAR

    Total calculated
    $0
    Hours/week
    0.5
  • Hattie Graham

    GOV AFFAIRS CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Jean Deetz

    DIRECTOR - NMAR

    Total calculated
    $0
    Hours/week
    0.5
  • Kathleen Dodd

    RA - WESTERN MT

    Total calculated
    $0
    Hours/week
    0.5
  • Lorie Jean Schult

    RA - CENTRAL MT

    Total calculated
    $0
    Hours/week
    0.5
  • John Carlson

    RA - EASTERN MT

    Total calculated
    $0
    Hours/week
    0.5
  • Laura Drager

    DIRECTOR - BAR

    Total calculated
    $0
    Hours/week
    0.5
  • Lanissa Fortner

    DIRECTOR - BAR

    Total calculated
    $0
    Hours/week
    0.5
  • Daniel Klein

    DIRECTOR - BAR

    Total calculated
    $0
    Hours/week
    0.5
  • Angela Klein-Hughes

    DIRECTOR - BAR

    Total calculated
    $0
    Hours/week
    0.5
  • Billie Parrott

    YPN CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Robert Pauley

    DIRECTOR - BVBOR

    Total calculated
    $0
    Hours/week
    0.5
  • Margaret Asay

    COMMUNICATIONS CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Lacy Browne

    NATIONAL DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jim Gingery

    DIRECTOR - GAR

    Total calculated
    $0
    Hours/week
    0.5
  • Deb Kelly

    DIRECTOR - GAR

    Total calculated
    $0
    Hours/week
    0.5
  • Denise Kelly

    DIRECTOR - GAR

    Total calculated
    $0
    Hours/week
    0.5
  • Don Pilotte

    DIRECTOR - GAR

    Total calculated
    $0
    Hours/week
    0.5
  • Brian Tudor

    DIRECTOR - GAR

    Total calculated
    $0
    Hours/week
    0.5
  • Jannie Wiseman

    DIRECTOR - GAR

    Total calculated
    $0
    Hours/week
    0.5
  • Ashley Friesen

    DIRECTOR - GFAR

    Total calculated
    $0
    Hours/week
    0.5
  • Joshua Lind

    DIRECTOR - GFAR

    Total calculated
    $0
    Hours/week
    0.5
  • Cindy Stevick

    DIRECTOR - HAR

    Total calculated
    $0
    Hours/week
    0.5
  • John Rausch

    DIRECTOR - HAR

    Total calculated
    $0
    Hours/week
    0.5
  • Crystal Ault

    DIRECTOR - MOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jolene Tatum

    PROFESSIONAL DEVELOPMENT CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Bethany Taylor

    DIRECTOR - MOR

    Total calculated
    $0
    Hours/week
    0.5
  • Derek Dj Smith

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    0.5
  • Andrew Burgi

    DIRECTOR - NMAR

    Total calculated
    $0
    Hours/week
    0.5
  • Jennifer Hargett

    DIRECTOR - NMAR

    Total calculated
    $0
    Hours/week
    0.5
  • Doryce Hawkins

    DIRECTOR - NMAR

    Total calculated
    $0
    Hours/week
    0.5
  • Cindy Lanier

    DIRECTOR - NMAR

    Total calculated
    $0
    Hours/week
    0.5
  • Brenda Miller

    ASSOCIATE MANAGEMENT CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Brian Nicodemus

    DEI CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Jesse Plevel

    DIRECTOR - NMAR

    Total calculated
    $0
    Hours/week
    0.5
  • Jennifer Shea

    DIRECTOR - RMAR

    Total calculated
    $0
    Hours/week
    0.5
  • Tina West

    DIRECTOR - RMAR

    Total calculated
    $0
    Hours/week
    0.5
  • Dennis Cook

    DIRECTOR - BAR

    Total calculated
    $0
    Hours/week
    0.5
  • Joanna Harper

    DIRECTOR - GAR

    Total calculated
    $0
    Hours/week
    0.5
  • Mandy Snook

    DIRECTOR - MOR

    Total calculated
    $0
    Hours/week
    0.5
  • Robin Wallace

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5
  • John Herring

    RISK MANAGEMENT CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • Timothy Tim Lund

    NATIONAL DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ronald Boyd

    DIRECTOR - BAR

    Total calculated
    $0
    Hours/week
    0.5
  • Liz Francis

    DIRECTOR - BAR

    Total calculated
    $0
    Hours/week
    0.5
  • Rochelle Houghton

    DIRECTOR - BAR

    Total calculated
    $0
    Hours/week
    0.5
  • Sheri Jones

    DIRECTOR - BVBOR

    Total calculated
    $0
    Hours/week
    0.5
  • Max Coleman

    DIRECTOR- BVBOR

    Total calculated
    $0
    Hours/week
    0.5
  • Kelly Ecklund

    DIRECTOR - GFAR

    Total calculated
    $0
    Hours/week
    0.5
  • Kristin Kerr

    DIRECTOR - HAR

    Total calculated
    $0
    Hours/week
    0.5
  • Jenni Swartz

    DIRECTOR - HAR

    Total calculated
    $0
    Hours/week
    0.5
  • Carly McDonnell

    DIRECTOR - MOR

    Total calculated
    $0
    Hours/week
    0.5
  • Annelise Hedahl

    DIRECTOR - MOR

    Total calculated
    $0
    Hours/week
    0.5
  • Lynette Robinson

    DIRECTOR - MOR

    Total calculated
    $0
    Hours/week
    0.5
  • Matt Rosbarsky

    DIRECTOR - MOR

    Total calculated
    $0
    Hours/week
    0.5
  • Alan Habel

    DIRECTOR - NMAR

    Total calculated
    $0
    Hours/week
    0.5
  • Tara Harbin

    DIRECTOR - NMAR

    Total calculated
    $0
    Hours/week
    0.5
  • Curtis Wagner

    DIRECTOR - NMAR

    Total calculated
    $0
    Hours/week
    0.5
  • Karen Burtch

    DIRECTOR- RMAR

    Total calculated
    $0
    Hours/week
    0.5
  • Kaaren Winkler

    CEO

    Total calculated
    $168,507
    From this org
    $160,409
    From related orgs
    $0
    Other
    $8,098
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,409
    Bonus
    $0
    Other
    $0
    Deferred
    $8,098
    Nontaxable benefits
    $0
    Filer's total
    $168,507

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 · Discretionary spending account
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses

Answered no

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

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
28 October 2024
IRS schema version
2023v5.1
Source object
202403039349300010

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