2025-10-31T16:47:33-05:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-01-01 510195146 WISCONSIN REALTORS FOUNDATION INC WISC 6082412047 4801 FOREST RUN ROAD 201 MADISON WI 53704 TINA BALAKA CHAIRPERSON 6082412047 2025-10-23 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-10-23 2024 2025-03-06 01:10:19Z CHRISTOPHER DEVINCENTIS 4801 FOREST RUN ROAD 201 MADISON WI 53704 397346 0 X WWW.WRA.ORG/WRF/ X 1976 WI TO PROMOTE GREATER TECHNICAL COMPETENCE AND HIGHER PROFESSIONAL STANDARDS IN THE REAL ESTATE INDUSTRY; TO OFFER FINANCIAL ASSISTANCE AND INCENTIVES IN THE FORM OF SCHOLARSHIP LOANS, GRANTS AND AWARDS IN SUPPORT OF THE FOREGOING PURPOSES AND IN ACCORDANCE WITH CORPORATION SCHOLARSHIP POLICIES AND ANY APPLICABLE AGREEMENTS WITH THE SCHOLARSHIP DONORS; TO ENCOURAGE YOUNG PEOPLE TO CONSIDER REAL ESTATE BROKERAGE AS A PROFESSIONAL CAREER OPPORTUNITY AND TO PROPERLY PREPARE THEMSELVES FOR THIS PROFESSION THROUGH COURSES OF STUDY THAT FOCUS ON ITS VARIOUS FACETS; TO CONDUCT REAL ESTATE RESEARCH, CONSISTENT WITH CORPORATION POLICIES REGARDING RESEARCH. 12 12 0 13 0 0 125985 126708 0 0 12113 22454 6201 3749 144299 152911 65000 79750 0 0 0 0 0 0 0 20046 11136 85046 90886 59253 62025 1049763 1171706 36 11255 1049727 1160451 X TO PROMOTE GREATER TECHNICAL COMPETENCY AND HIGHER PROFESSIONAL STANDARDS IN THE REAL ESTATE INDUSTRY, TO SPONSOR RESEARCH PROJECTS ON REAL ESTATE AND RELATED MATTERS AND TO DISSEMINATE THE RESULTS OF THE RESEARCH PROJECTS TO THE PUBLIC, AND TO ENGAGE IN AND SUPPORT CHARITABLE AND EDUCATIONAL ACTIVITIES. 0 0 88543 79750 0 GRANTMAKING - UNIFIES REALTORS BEHIND CHARITABLE CAUSES TO MAKE WISCONSIN A BETTER PLACE TO LIVE, WORK, AND PLAY AS WELL AS HELP CHILDREN IN THE AREAS OF EDUCATION, HUNGER, HOMELESSNESS/ABUSE, AND SERIOUS ILLNESSES. IN ADDITION, THE FOUNDATION PROVIDES FINANCIAL SUPPORT FOR RELIEF EFFORTS IN RESPONSE TO NATURAL DISASTERS IN WISCONSIN. 88543 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 0 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 WI X WISCONSIN REALTORS ASSOCIATION INC 6082412047 4801 FOREST RUN RD STE 201 MADISON WI 53704 TINA BALAKA CHAIRPERSON 0.09 X X 0 0 0 JOHN FLOR VICE-CHAIRPERSON AND TREASURER 0.09 X X 0 0 0 MARY JO BOWE SECRETARY (FROM MID-FEBRUARY) 0.08 3.11 X X 0 1502 0 THOMAS LARSON SECRETARY (THRU MID-FEBRUARY) 0.01 37.50 X X 0 450233 37392 DOUGLAS BILLINGS DIRECTOR 0.09 X 0 0 0 NICOLE BUNBURY SJOWALL DIRECTOR 0.09 X 0 0 0 SARAH DORAN DIRECTOR 0.09 X 0 0 0 GAIL HOWARD DIRECTOR 0.09 X 0 0 0 JARED JAMROZY DIRECTOR 0.09 X 0 0 0 CAREY MAURER-MARTIN DIRECTOR 0.09 X 0 0 0 GINA MOE-KNUTSON DIRECTOR 0.09 X 0 0 0 JONATHAN SAYAS DIRECTOR 0.09 X 0 0 0 MATTHEW SEEGERT DIRECTOR 0.09 X 0 0 0 0 451735 37392 0 0 1 0 0 126708 126708 10041 10041 256848 244435 12413 12413 12413 3749 3749 3749 152911 0 0 26203 79750 79750 3282 3282 2343 2343 2010 2010 3381 3381 120 120 90886 88543 2343 0 49570 53213 551339 624776 1428 1179 447416 492518 10 20 1049763 1171706 35 0 1 11255 36 11255 X 1049727 1160451 1049727 1160451 1049763 1171706 62025 48699 0 X 0 1 X 1 0 X 125410 150419 136405 125985 126708 664927 125410 150419 136405 125985 126708 664927 664927 1617 6731 7306 9235 10041 34930 699857 15048 0.95010 0.91320 X FORM 990, SCHEDULE A, PART II, 2020 COLUMN IN FY 2020, THE ORGANIZATION MODIFIED ITS BYLAWS TO CHANGE THE FISCAL YEAR FROM A SEPTEMBER 30 YEAR END TO A DECEMBER 31 YEAR END. THUS, THE 2020 RETURN IS A SHORT YEAR COVERING THE PERIOD FROM 10/01/2020 TO 12/31/2020. 0 DUE TO WISCONSIN REALTORS ASSOCIATION, INC. 11255 11255 1 REALTORS RELIEF FOUNDATION 430 N MICHIGAN AVE CHICAGO IL 60611 364468109 501(C)(3) 20000 0 GENERAL SUPPORT HABITAT FOR HUMANITY OF WISCONSIN INC 601 SCHOENHAAR DR WEST BEND WI 53090 270819276 501(C)(3) 6500 0 GENERAL SUPPORT ENERGY SERVICES INC 2817 FISH HATCHERY RD STE 2 FITCHBURG WI 53713 391443614 501(C)(3) 10000 0 GENERAL SUPPORT FEEDING WISCONSIN INC 2802 DAIRY DR MADISON WI 53718 474823466 501(C)(3) 5500 0 GENERAL SUPPORT FIVE LOAVES FOOD AND CLOTHING CENTER INC 144 W 3RD ST NEW RICHMOND WI 54017 391565734 501(C)(3) 10000 0 GENERAL SUPPORT WISCONSIN REALTORS ASSOCIATION INC 4801 FOREST RUN RD STE 201 MADISON WI 53704 390782674 501(C)(6) 11250 0 GENERAL SUPPORT 5 1 PART I, LINE 2: THE ORGANIZATION PERIODICALLY MEETS WITH AND/OR COMMUNICATES WITH THE ORGANIZATION TO WHICH IT MAKES GRANTS TO RECEIVE UPDATES ON THE GRANTEE'S ACTIVITIES IN THE COMMUNITY. 0 0 0 0 0 0 0 0 0 THOMAS LARSON SECRETARY (THRU MID-FEBRUARY) 0 378578 0 40271 0 31384 0 30871 0 6521 0 487625 0 0 PART I, LINE 3 WISCONSIN REALTORS ASSOCIATION, INC., A RELATED PARTY OF WISCONSIN REALTORS FOUNDATION, INC., USES THE FOLLOWING PROCESS TO DETERMINE COMPENSATION OF THE PRESIDENT & CEO: RESULTS OF THE LOCAL AREA TRADE ASSOCIATION SALARY SURVEY ARE USED (THE SURVEY IS CONDUCTED PERIODICALLY). PERIODICALLY, ADDITIONAL SALARY INFORMATION SOURCES ARE ALSO CONSULTED SUCH AS THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE), THE WISCONSIN SOCIETY OF ASSOCIATION EXECUTIVES (WSAE) AND THE NATIONAL ASSOCIATION OF REALTORS (NAR). OFFICERS REVIEW AND APPROVE ALL STAFF SALARIES (AS AN AGGREGATE AND NOT INDIVIDUALLY) AS PART OF THE BUDGET PROCESS NOT IN SEPARATE ACTION/REVIEW. THE PRESIDENT & CEO'S SALARY, PERFORMANCE AND CONTRACT ARE REVIEWED SEPARATELY BY THE OFFICERS ANNUALLY. FORM 990, PART VI, SECTION A, LINE 4 DURING 2024 THE ORGANIZATION AMENDED THEIR BYLAWS FOR THE FOLLOWING CHANGES: REPLACED THE WRA PRESIDENT & CEO WITH THE WRA CHAIR TO SERVE AS SECRETARY OF THE ORGANIZATION. REPLACED THE WRA PRESIDENT & CEO WITH THE WRA CHAIR-ELECT TO SERVE AS THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS SHALL BE APPOINTED BY THE CHAIRPERSON OF THE BOARD OF DIRECTORS OF THE WISCONSIN REALTORS ASSOCIATION, INC. (WRA), A RELATED PARTY, AND APPROVED BY THE BOARD OF DIRECTORS OF THE WRA AT ITS SUMMER MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE WRA BOARD OF DIRECTORS MUST APPROVE THE APPOINTMENT OF THE FOUNDATION CHAIRMAN AND BOARD OF DIRECTORS. THE WRA BOARD OF DIRECTORS MAY REMOVE ANY FOUNDATION DIRECTOR INCLUDING THE CHAIRMAN FOR ANY REASON. ALL STATEMENTS OF POLICY REGARDING THE RECEIPT, MANAGEMENT AND INVESTMENT OF CONTRIBUTIONS TO THE FOUNDATION, THE TYPES OF RESEARCH PROJECTS TO BE SPONSORED OR FUNDED BY THE CORPORATION, AND THE QUALIFICATIONS FOR PERSONS CONDUCTING THESE PROJECTS MUST BE APPROVED BY THE WRA BOARD AFTER THE FOUNDATION DIRECTORS APPROVE THEM BY A 2/3RD MAJORITY VOTE. ADDITIONALLY, AFTER THE FOUNDATION DIRECTORS ADOPT THE BYLAW CHANGES WITH THE APPROVAL OF A 2/3RD MAJORITY VOTE, THE WRA BOARD MUST APPROVE THE CHANGES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. MANAGEMENT EMAILS THE 990 TO THE BOARD OF DIRECTORS AND THEY ARE GIVEN 5 DAYS TO REVIEW THE FORM BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS ARE REQUIRED TO COMPLETE AND SIGN A FORM DISCLOSING ANY CONFLICTS OF INTEREST. THE SIGNED FORMS ARE KEPT ON FILE AT THE WRA OFFICE. IN ADDITION, AT THE BEGINNING OF EACH MEETING, THE CHAIRPERSON ASKS THE DIRECTORS IF THEY HAVE ANY CONFLICTS WITH ITEMS ON THE PROPOSED AGENDA. DIRECTORS ALSO SIGN A CONFIDENTIALITY AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, LINES 13 AND 14 THE ORGANIZATION ABIDES BY THE POLICIES ADOPTED BY WISCONSIN REALTORS ASSOCIATION, INC., A RELATED PARTY OF WISCONSIN REALTORS FOUNDATION, INC. WISCONSIN REALTORS ASSOCIATION INC 4801 FOREST RUN RD STE 201 MADISON WI 53704 390782674 PROFESSIONAL ASSOCIATION WI 501(C)(6) 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0