2023-10-26T12:54:38-05:00 2022-12-31 480567703 KCOE ISOM LLP 828 GREAT NORTHERN BOULEVARD HELENA MT 59601 990 2022-01-01 810306171 MONTANA ASSOCIATION OF REALTORS MONT 4064434032 1 S MONTANA AVE STE M1 HELENA MT 596015112 KAAREN WINKLER CEO 4064434032 2023-10-26 1 KAAREN WINKLER 999009999 0 MANDY SMITH P01722770 4064421040 2023-10-26 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAAREN WINKLER 1 S MONTANA AVE STE 1 HELENA MT 596015112 2119143 0 X WWW.MONTANAREALTORS.ORG X 1972 MT TO ADVOCATE FOR ITS MEMBERS AND TO PROTECT THE RIGHTS OF PROPERTY OWNERS. 64 64 7 157 0 0 16500 37594 1737515 1949839 91555 36913 92662 94797 1938232 2119143 0 0 0 0 616394 726002 0 0 0 937736 1126259 1554130 1852261 384102 266882 6057562 6094362 765321 804263 5292241 5290099 THE MISSION OF MAR IS TO ADVOCATE FOR ITS MEMBERS AND TO PROTECT THE RIGHTS OF PROPERTY OWNERS. 0 0 THE ORGANIZATION PROVIDED EDUCATION TO REALTORS. THE ORGANIZATION PROVIDED THE AVAILABILITY OF REAL ESTATE FORMS, AND ACCESS TO A LEGAL HOTLINE TO ITS APPROXIMATE 5,724 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. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 7 1 0 0 0 0 0 0 0 0 X 64 64 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 4064434032 1 S MONTANA AVE STE M1 HELENA MT 596015112 WILLIAM BILL LEININGER PRESIDENT 8.50 X X 0 0 0 MARK DOBRENSKI PRESIDENT ELECT 4.50 X X 0 0 0 CANDIS DORSCH IMM PAST PRESIDENT 0.50 X X 0 0 0 MICHELLE HAVERSTICK FIRST VICE PRESIDENT 0.50 X X 0 0 0 GARY KOEPPLIN TREASURER 8.50 X X 0 0 0 JAMES JAYMIE BOWDITCH LEGAL COUNSEL 8.50 X 0 0 0 CLAIRE GILLAM ASSOC MGMT CHAIR 0.50 X 0 0 0 STEPHANIE PATTERSON COMMUNICATIONS CHAIR 0.50 X 0 0 0 RICHARD MAYO DEI CHAIR 0.50 X 0 0 0 HATTIE BAKER GOV AFFAIRS CHAIR 0.50 X 0 0 0 SHARON VIRGIN PRO DEVELOPMENT CHAIR 0.50 X 0 0 0 JEAN DEETZ RISK MANAGEMENT CHAIR 0.50 X 0 0 0 CLAY SECCOMB YPN CHAIR 0.50 X 0 0 0 KATHLEEN DODD RA - WESTERN MT 0.50 X 0 0 0 LORIE JEAN SCHULT RA - CENTRAL MT 0.50 X 0 0 0 JOHN CARLSON RA - EASTERN MT 0.50 X 0 0 0 LAURA DRAGER DIRECTOR - BAR 0.50 X 0 0 0 LANISSA FORTNER DIRECTOR - BAR 0.50 X 0 0 0 DANIEL KLEIN DIRECTOR - BAR 0.50 X 0 0 0 ANGELA KLEIN-HUGHES DIRECTOR - BAR 0.50 X 0 0 0 BILLIE PARROTT DIRECTOR - BAR 0.50 X 0 0 0 AMANDA SANDERS DIRECTOR - BAR 0.50 X 0 0 0 MIKE KENT DIRECTOR - BVBOR 0.50 X 0 0 0 ROBERT PAULEY DIRECTOR - BVBOR 0.50 X 0 0 0 MARGARET ASAY DIRECTOR - GAR 0.50 X 0 0 0 LACY BROWNE DIRECTOR - GAR 0.50 X 0 0 0 JIM GINGERY DIRECTOR - GAR 0.50 X 0 0 0 DEB KELLY DIRECTOR - GAR 0.50 X 0 0 0 DENISE KELLY DIRECTOR - GAR 0.50 X 0 0 0 DON PILOTTE DIRECTOR - GAR 0.50 X 0 0 0 BRIAN TUDOR DIRECTOR - GAR 0.50 X 0 0 0 JANNIE WISEMAN DIRECTOR - GAR 0.50 X 0 0 0 NICK ZIMMER DIRECTOR - GAR 0.50 X 0 0 0 ASHLEY FRIESEN DIRECTOR - GFAR 0.50 X 0 0 0 JOSHUA LIND DIRECTOR - GFAR 0.50 X 0 0 0 CINDY STEVICK DIRECTOR - HAR 0.50 X 0 0 0 JOHN RAUSCH DIRECTOR - HAR 0.50 X 0 0 0 CRYSTAL AULT DIRECTOR - MOR 0.50 X 0 0 0 MIKE NUGENT DIRECTOR - MOR 0.50 X 0 0 0 RICHARD RICK ROBINSON DIRECTOR - MOR 0.50 X 0 0 0 JOLENE TATUM DIRECTOR - MOR 0.50 X 0 0 0 BETHANY TAYLOR DIRECTOR - MOR 0.50 X 0 0 0 DEREK DJ SMITH DIRECTOR - MOR 0.50 X 0 0 0 TAMARA BALKENBUSH DIRECTOR - NMAR 0.50 X 0 0 0 ANDREW BURGI DIRECTOR - NMAR 0.50 X 0 0 0 JENNIFER HARGETT DIRECTOR - NMAR 0.50 X 0 0 0 DORYCE HAWKINS DIRECTOR - NMAR 0.50 X 0 0 0 CINDY LANIER DIRECTOR - NMAR 0.50 X 0 0 0 BRENDA MILLER DIRECTOR - NMAR 0.50 X 0 0 0 BRIAN NICODEMUS DIRECTOR - NMAR 0.50 X 0 0 0 JESSE PLEVEL DIRECTOR - NMAR 0.50 X 0 0 0 JENNIFER SHEA DIRECTOR - RMAR 0.50 X 0 0 0 TINA WEST DIRECTOR - RMAR 0.50 X 0 0 0 DENNIS COOK LOCAL PRES - BAR 0.50 X 0 0 0 SHARON DEDMON LOCAL PRES - BVBOR 0.50 X 0 0 0 JOANNA HARPER LOCAL PRES - GAR 0.50 X 0 0 0 BETH DUKE LOCAL PRES - GFAR 0.50 X 0 0 0 AUBREY HUTCHINSON LOCAL PRES - HELENA 0.50 X 0 0 0 MANDY SNOOK LOCAL PRES - MOR 0.50 X 0 0 0 ROBIN WALLACE LOCAL PRES - NMAR 0.50 X 0 0 0 RUSSELL SCHWANDT LOCAL PRES - RMAR 0.50 X 0 0 0 JOHN HERRING NATIONAL DIRECTOR 0.50 X 0 0 0 TIMOTHY TIM LUND NATIONAL DIRECTOR 0.50 X 0 0 0 RONALD BOYD DIRECTOR - BAR 0.50 X 0 0 0 KAAREN WINKLER CEO 40.00 X 162940 0 7647 162940 0 7647 1 0 1 0 BOONE KARLBERG PC PO BOX 9199 MISSOULA MT 59807 LEGAL SERVICES 147146 1 37594 37594 MEMBERSHIP DUES 611600 1842474 1842474 EDUCATION 611600 94648 94648 12717 12717 1949839 36913 36913 94797 0 94797 94797 94797 2119143 1949839 0 131710 175587 424301 21715 55343 49056 72607 51495 5000 78548 102759 73863 9868 68484 250163 36448 42138 16106 ELECTRONIC FORMS SUBSCR 181588 PROFESSIONAL DEVELOPMEN 117256 PROGRAM EXPENSES 13525 YPN EXPENSES 5491 920 1852261 1 1291819 1751284 4116 7266 60068 53819 1974292 891715 1119229 1082577 3582330 3199415 6057562 6094362 59790 73760 705531 730503 765321 804263 X 5281398 5279256 10843 10843 5292241 5290099 6057562 6094362 X 266882 -269022 -2 X X 0 1 X 1 0 0 0 1 1842474 32224 -315342 -283118 55274 -338392 189000 189000 1452221 567041 885180 333071 324674 8397 1082577 X 1850121 -269022 -269022 2119143 0 2119143 1852261 0 1852261 0 1852261 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. AS A RESULT, NO PROVISION FROM INCOME TAX IS INCLUDED IN THE FINANCIAL STATEMENTS. THE ASSOCIATION'S FEDERAL AND STATE RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. A TAX POSITION THAT IS CHALLENGED BY A TAXING AUTHORITY COULD RESULT IN AN ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE ASSOCIATION'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION BASED ON THE EXTENT TO WHICH THESE POSITIONS HAVE SUBSTANTIAL SUPPORT WITHIN THE INTERNAL REVENUE CODE AND REGULATIONS, REVENUE RULINGS, COURT DECISIONS AND OTHER EVIDENCE. IN THE EVENT THE ASSOCIATION IS ASSESSED PENALTIES AND/OR INTEREST, PENALTIES WILL BE CHARGED TO THE OTHER OPERATING EXPENSES AND INTEREST WILL BE CHARGED TO INTEREST EXPENSE ON THE STATEMENT OF ACTIVITIES. IT IS THE OPINION OF MANAGEMENT THAT THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS. X X 1 1 0 0 0 KAAREN WINKLER CEO 162940 0 0 0 0 0 7647 0 0 0 170587 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATIONS MEMBERS ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL, FOR ADMINISTRATIVE PURPOSES, DIVIDE THE STATE INTO REGIONS IN ACCORDANCE WITH MAR POLICIES. ONE (1) REGIONAL AMBASSADOR SHALL BE APPOINTED FOR EACH REGION FOR A ONE-YEAR TERM BY THE MAR PRESIDENT, PRESIDENT-ELECT, AND FIRST VICE PRESIDENT IN ACCORDANCE WITH MAR POLICIES. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS APPROVE CHANGES TO THE BYLAWS, SOME OF WHICH MAY ORIGINATE WITHIN THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE AND FINANCE COMMITTEE REVIEWS THE FORM 990 AS AUTHORIZED BY THE BOARD OF DIRECTORS AND APPROVES THE RETURN FOR FILING. THE BOARD RECEIVES A COPY OF THE RETURN FOR REVIEW PRIOR TO FILING.. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD COMPLETES A CONFLICT OF INTEREST FORM AT LEAST ONCE A YEAR AND ARE REMINDED OF THEIR RESPONSIBILITIES AT EACH BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE SHALL REVIEW THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER NO LESS THAN ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE 990 IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -2. PART VII, LINE 2C PROCESS FOR REVIEWING THE FINANCIAL STATEMENTS HAS NOT CHANGED.