WISCONSIN REALTORS ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN REALTORS ASSOCIATION (EIN 39-0782674)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-02-07
- IRS object ID
- 201830389349301043
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-07T15:08:45-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391203191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCTS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390782674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wisconsin REALTORS Association Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 6082412047 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 Forest Run Road | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL THEO | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6082412047 | PhoneNum |
| Signature | 2018-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Douglas Berry | PreparerPersonNm |
| PTIN | P00540951 | PTIN |
| Phone | 6088318181 | PhoneNum |
| Preparation | 2018-01-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.128.11.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-26 | IPDt |
| IP Tm | 15:42:37 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8FEA32B2ABE6FF44B9CD15F5358C3105A40C256B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL THEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 FOREST RUN RD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,046,443 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.wra.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1909 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE ADVANCEMENT OF REAL ESTATE IN WISCONSIN AND PROVIDE CUTTING EDGE TOOLS TO HELP REALTORS ENJOY A SUCCESSFUL CAREER AND BE COMPETITIVE IN THEIR MARKET. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 173 | TotalVolunteersCnt |
| Total Gross UBI | $55,594 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,500 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,042,622 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,624,528 | CYProgramServiceRevenueAmt |
| PY Investment Income | $189,697 | PYInvestmentIncomeAmt |
| CY Investment Income | $146,917 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,817 | PYOtherRevenueAmt |
| CY Other Revenue | $49,819 | CYOtherRevenueAmt |
| PY Total Revenue | $6,284,636 | PYTotalRevenueAmt |
| CY Total Revenue | $6,826,264 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,749,880 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,773,164 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,869,735 | PYOtherExpensesAmt |
| CY Other Expenses | $2,949,870 | CYOtherExpensesAmt |
| PY Total Expenses | $5,619,615 | PYTotalExpensesAmt |
| CY Total Expenses | $5,723,034 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $665,021 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,103,230 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,972,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,647,371 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,543,567 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,662,572 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,428,727 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,984,799 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO UNITE LOCAL BOARDS OF REALTORS AND INDIVIDUALS IN THE STATE OF WISCONSIN FOR THE PURPOSE OF SERVING ITS MEMBERS BY FURNISHING PROGRAMS AND SERVICES THAT PROMOTE AN ENVIRONMENT IN WHICH ITS MEMBERS MAY SUCCESSFULLY CONDUCT THEIR INDIVIDUAL BUSINESS WHILE SERVING THEIR CLIENTS AND THE PUBLIC WITH THE HIGHEST DEGREE OF PROFESSIONALISM; AND THROUGH COOPERATIVE ACTION, PRESERVE AND ENHANCE THE RIGHT TO OWN, TRANSFER AND USE REAL PROPERTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROFESSIONAL DEVELOPMENT: EXPENSES INCURRED TO PROVIDE INFORMATION, EDUCATION AND TRAINING RELATED TO REAL ESTATE LICENSE LAW, DESIGNATIONS, CONVENTIONS, LEGAL UPDATES, FORMS AND MEMBER SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGAL SERVICES/PUBLIC AFFAIRS: EXPENSES INCURRED TO PROVIDE SERVICES FOR LEGISLATIVE ADVOCACY, HOUSING STATISTICS, REAL ESTATE MARKET RESEARCH, EXTERNAL MEDIA ACTIVITIES, INFORMATION, PRODUCTS AND LOBBYING SERVICES RELATED TO LICENSE LAW, PROFESSIONAL STANDARDS, FAIR HOUSING, LAND USE REGULATIONS, STATE TAX POLICY, ECONOMIC DEVELOPMENT, AND REAL ESTATE PRACTICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNICATIONS: EXPENSES INCURRED TO PROVIDE TECHNICAL AND CREATIVE SUPPORT FOR THE ASSOCIATION'S COMMUNICATION AND PROMOTION OBJECTIVES TO MEMBERS AND NONMEMBERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| DescDesc |
|---|
| PRIVATE PROPERTY ACTION FUND: AS PART OF THE ASSOCIATION'S PUBLIC POLICY ACTIVITIES, EXPENSES INCURRED FOR PUBLIC OPINION RESEARCH, MEMBER MOBILIZATION, AND GRASSROOTS LOBBYING COMMUNICATIONS. |
| LEADERSHIP PROGRAM AND PLANNING: EXPENSES INCURRED TO FUND VOLUNTEER ELECTED LEADERSHIP RESPONSIBILITIES AND MANAGEMENT TO SET POLICY FOR THE ORGANIZATION. COSTS INCLUDE MANAGEMENT OF THE ASSOCIATION, STRATEGIC/LONG TERM PLANNING, NOMINATIONS OF LEADERS AND NATIONAL CHAPTER LIAISON FUNCTIONS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 41 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN REALTORS ASSOC INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082412047 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 FOREST RUN RD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53704 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANTHONY NUDO | |||||||||
| EXECUTIVE COMMITTEE | 1.20 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN RIVARD | |||||||||
| REGIONAL-REPRESENTATIVE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| BRADLEY LOIS | |||||||||
| REGIONAL-REPRESENTATIVE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS DEVINCENTIS | |||||||||
| REGIONAL COMPANY DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTIAN CAULUM | |||||||||
| OUTSIDE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL KRUSE | |||||||||
| REGIONAL COMPANY DIRECTOR | 0.60 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL LAWLER | |||||||||
| EXECUTIVE COMMITTEE | 1.20 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL SPRANSY | |||||||||
| REGIONAL-REPRESENTATIVE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| DIANE CAMPSHURE WALCZYK | |||||||||
| REGIONAL-REPRESENTATIVE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| ERIK SJOWALL | |||||||||
| CHAIRMAN OF THE BOARD | 3.10 | 0.10 | Yes (X) | $1,252 | $0 | $0 | Yes (X) | ||
| JEAN STEFANIAK | |||||||||
| TREASURER | 3.10 | 0.10 | Yes (X) | $132 | $0 | $0 | Yes (X) | ||
| JEFFREY KITCHEN | |||||||||
| PAST PRESIDENT DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| JERRY LYONS | |||||||||
| EXECUTIVE COMMITTEE | 1.20 | 0.10 | Yes (X) | $155 | $0 | $0 | |||
| JOHN FLOR | |||||||||
| CANDIDATE FOR NAR LEADERSHIP DIRECTOR | 0.60 | 0.10 | Yes (X) | $473 | $0 | $0 | |||
| JOHN HORNING | |||||||||
| STATEWIDE COMPANY DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN ROHDE | |||||||||
| REGIONAL COMPANY DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| KC MAURER | |||||||||
| PAST PRESIDENT DIRECTOR | 0.60 | Yes (X) | $1,622 | $0 | $0 | ||||
| KATHLEEN MARTELLO | |||||||||
| REGIONAL-REPRESENTATIVE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| KATHY PALS | |||||||||
| REGIONAL-REPRESENTATIVE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN DONNELL | |||||||||
| STATEWIDE COMPANY DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| MARY DUFF | |||||||||
| REGIONAL-REPRESENTATIVE DIRECTOR | 0.60 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARY JO BOWE | |||||||||
| REGIONAL COMPANY DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| MAXELLE REA III | |||||||||
| REGIONAL-REPRESENTATIVE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL DIDIER | |||||||||
| REGIONAL-REPRESENTATIVE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL SEWELL | |||||||||
| STATEWIDE COMPANY DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| PETER STUECK | |||||||||
| REGIONAL COMPANY DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| PETER SVEUM | |||||||||
| CHAIRMAN OF THE BOARD - ELECT | 3.10 | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT PROCTER | |||||||||
| OUTSIDE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| SARAH COLE | |||||||||
| REGIONAL-REPRESENTATIVE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| SHAWN GOVERN | |||||||||
| REGIONAL-REPRESENTATIVE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| SHERRI LARSON | |||||||||
| REGIONAL COMPANY DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN BEERS | |||||||||
| EXECUTIVE COMMITTEE | 1.20 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| TERRY HILGENBERG | |||||||||
| PAST PRESIDENT DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS MCCORMICK | |||||||||
| REGIONAL-REPRESENTATIVE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| TOM SHEAHAN | |||||||||
| OUTSIDE DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| ROB RYBARCZYK | |||||||||
| REGIONAL COMPANY DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL THEO | |||||||||
| PRESIDENT & CEO | 37.50 | 0.20 | $315,558 | $0 | $27,971 | Yes (X) | |||
| Thomas D Larson | |||||||||
| Senior VP Legal and Public Affairs | 37.50 | $271,805 | $0 | $20,262 | Yes (X) | ||||
| Cori M Lamont | |||||||||
| Director of Corporate and Regulatory Affairs | 37.50 | $126,363 | $0 | $10,261 | Yes (X) | ||||
| Debra P Lloyd | |||||||||
| Senior Attorney and Director of Legal Affairs | 37.50 | $108,504 | $0 | $9,788 | Yes (X) | ||||
| Earl J Murray | |||||||||
| Director of Political and Governmental Affairs | 37.50 | $109,660 | $0 | $6,648 | Yes (X) | ||||
| Kristi Mikalsen | |||||||||
| VP Business Services | 37.50 | $101,568 | $0 | $6,047 | Yes (X) | ||||
| Stephanie Larson | |||||||||
| VP Finance | 37.50 | $129,525 | $0 | $9,889 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,166,617 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $90,866 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CDW DIRECT LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75723 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60675 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | COMPUTER HARDWARE, BANDWIDTH | ServicesDesc |
| Compensation | $159,649 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,000 | AllOtherContributionsAmt |
| Total Contributions | $5,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Membership Dues | 900099 | $3,679,616 | $3,679,616 | |
| Educational Services | 900099 | $2,742,748 | $2,742,748 | |
| Communications | 900099 | $56,293 | $699 | $55,594 |
| Section Fees | 900099 | $33,700 | $33,700 | |
| Legal Services | 900099 | $3,150 | $3,150 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,021 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $109,021 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,624,528 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,092 | TotalRevenueColumnAmt |
| Exclusion | $106,092 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $49,819 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $49,819 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,819 | TotalRevenueColumnAmt |
| Exclusion | $49,819 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $261,004 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $205,669 | SecuritiesAmt |
| Other | $14,510 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,335 | SecuritiesAmt |
| Other | -$14,510 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,825 | TotalRevenueColumnAmt |
| Exclusion | $40,825 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,826,264 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,568,934 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $55,594 | UnrelatedBusinessRevenueAmt |
| Exclusion | $196,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,634 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,604,083 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,625 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,187 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,635 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,152 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,318 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,755 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,556 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,921 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,029 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,399 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,645 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ALLOCATION OF INDIRECT | -$2,524,799 |
| EDUCATIONAL PROGRAMS | $1,678,021 |
| LEGAL / PUBLIC AFFAIRS | $1,472,323 |
| LEADERSHIP | $558,795 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,755 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,723,034 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385 | BOYAmt |
| EOY | $385 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,934,359 | BOYAmt |
| EOY | $3,747,423 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,128 | BOYAmt |
| EOY | $43,818 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,142 | BOYAmt |
| EOY | $103,915 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,718 | BOYAmt |
| EOY | $250,498 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,895,196 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,688,128 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,256,035 | BOYAmt |
| EOY | $1,207,068 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,436,677 | BOYAmt |
| EOY | $5,214,146 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,850 | BOYAmt |
| EOY | $1,080,118 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,972,294 | BOYAmt |
| EOY | $11,647,371 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,284 | BOYAmt |
| EOY | $579,528 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,541 | BOYAmt |
| EOY | $64,881 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $919,742 | BOYAmt |
| EOY | $1,018,163 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,543,567 | BOYAmt |
| EOY | $1,662,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,428,727 | BOYAmt |
| EOY | $9,984,799 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,428,727 | BOYAmt |
| EOY | $9,984,799 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,972,294 | BOYAmt |
| EOY | $11,647,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,103,230 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $452,842 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $1,091 | PoliticalExpendituresAmt |
| Expended527 Activities | $1,091 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $1,091 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $3,679,616 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $502,246 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $502,246 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $809,516 | AggregateReportedDuesNtcAmt |
| Taxable | -$307,270 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I-A, Line 1: | FormAndLineReferenceDesc |
| Explanation | ASSOCIATION SPONSORS AND ADMINISTERS A CONNECTED PAC, CONDUCTS CANDIDATE INTERVIEWS, MAKES CANDIDATE ENDORSEMENTS AND COMMUNICATES WITH ITS MEMBERS AND MAGAZINE SUBSCRIBERS ON THOSE ENDORSEMENTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $301,517 | OtherCostOrOtherBasisAmt |
| Book Value | $301,517 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,357,083 | OtherCostOrOtherBasisAmt |
| Depreciation | $704,269 | DepreciationAmt |
| Book Value | $652,814 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,878 | DepreciationAmt |
| Book Value | $35,122 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,146,596 | OtherCostOrOtherBasisAmt |
| Depreciation | $928,981 | DepreciationAmt |
| Book Value | $217,615 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,207,068 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DIRECT GIVER PROGRAM | $422,422 |
| ART WORK | $9,000 |
| DEFERRED COMPENSATION ASSETS | $595,741 |
| WEBSITE AND SOFTWARE DEVELOPMENT CO | $30,390 |
| ASSETS UNDER OPERATING LEASE | $10,758 |
| INTEREST RECEIVABLE | $11,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,080,118 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Direct Giver Program | $422,422 |
| Deferred Compensation | $595,741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,018,163 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL THEO | ||||||||||||||
| PRESIDENT & CEO | $243,869 | $0 | $31,374 | $0 | $40,315 | $0 | $24,356 | $0 | $3,615 | $0 | $343,529 | $0 | $0 | $0 |
| Thomas D Larson | ||||||||||||||
| Senior VP Legal and Public Affairs | $241,500 | $0 | $8,641 | $0 | $21,664 | $0 | $20,262 | $0 | $0 | $0 | $292,067 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | 1. TRAVEL FOR COMPANIONS: Received by the President & CEO, Chairman of the Board and Chairman-Elect of the Board. This benefit is treated as taxable compensation. 2. Tax indemnification and gross-up payments: Received by the President & CEO. 2. SOCIAL CLUB DUES OR INITIATION FEES: Social Club Dues received by the President & CEO and Key Employee. The personal use portion of the social club benefit is treated as taxable compensation. |
| Part I, Line 1b | AUTHORIZATION IS ANNUALLY APPROVED AS PART OF THE BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | Change TO ORGANIZATIONAL DOCUMENTS: Article V- Board of Directors, Section 3(f) was created and approved by the Board in 2016 to afford any WRA member running for NAR presidency to have a seat on the Board while running for NAR president. In 2017, the board modified this section to better reflect a broader situation of a WRA member running for any NAR leadership position. Therefore, the bylaws were modified to include a director position of a person seeking a National Association of REALTORS (NAR) leadership position. |
| Form 990, Part VI, Section A, line 6 | THE ASSOCIATION HAS MEMBERS FROM WI WITH THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANACE. THE MEMBERS OF THE ASSOCIATION CONSIST OF SIX CLASSES: (1) MEMBER BOARDS, (2) BOARD MEMBERS, (3) INDIVIDUAL MEMBERS, (4) INSTITUTE AFFILIATE MEMBERS, (5) AFFILIATE MEMBERS, (6) HONORARY MEMBERS. BOARD MEMBERS AND INDIVIDUAL MEMBERS SHALL BE ACTIVE MEMBERS OF THE ASSOCIATION. |
| Form 990, Part VI, Section A, line 7a | The statewide company directors and the regional company directors are chosen by the company as defined in the organization's by-laws. The regional representative directors are chosen by the nominating committee. The nominating committee also confirms that an individual is actively running for NAR leadership candidate director. Both the regional representative and NAR leadership candidate are approved/elected by the board of directors. The past chairman of the board (or past president director) (3) are selected by the past chairman council. The at-large outside directors are chosen by the chairman. |
| Form 990, Part VI, Section B, line 11b | THE OFFICERS, EXECUTIVE COMMITTEE, AND BOARD OF DIRECTORS REVIEW THE AUDITED FINANCIAL STATEMENTS. MANAGEMENT, INCLUDING THE PRESIDENT, REVIEW THE 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. MANAGEMENT E-MAILS 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 THE MEMBERS OF CERTAIN COMMITTEES AND THE BOARD, INCLUDING OFFICERS, ARE REQUIRED TO SIGN A FORM TO DISCLOSE ALL CONFLICTS OF INTEREST. THE SIGNED FORMS ARE KEPT AT THE ASSOCIATION'S OFFICE. IN ADDITION, AT THE BEGINNING OF EACH MEETING THE CHAIRMAN ASKS THE MEMBERS IF THEY HAVE ANY CONFLICTS WITH ITEMS ON THE PROPOSED AGENDA. |
| Form 990, Part VI, Section B, line 15 | Results of the local area trade association salary survey is 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's salary, performance and contract are reviewed separately by the officers annually. |
| Form 990, Part VI, Section C, line 19 | NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC |
| Form 990, Part IX, line 24e | COMMUNICATIONS 502,898. PRIVATE PROPERTY ACTION FUND 216,605. LEGAL ACTION FUND 77,265. R&D FUND 31,022. MISC EXPENSES 965. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WISCONSIN REALTORS FOUNDATION | |||||||||||
| 4801 FOREST RUN ROAD | MADISON | WI | 53704 | 510195146 | CHARITY | WI | 501(c)(3) | Line 7 | N/A | 0 | |
| WISCONSIN HOMEOWNERS ALLIANCE | |||||||||||
| 4801 FOREST RUN ROAD | MADISON | WI | 53704 | 202931469 | ADVOCACY | WI | 501(c)(4) | Yes (1) | WISCONSIN REALTORS ASSOCIATION INC | ||
| REALTORS POLITICAL ACTION COMMITTEE - WI | |||||||||||
| 4801 FOREST RUN ROAD | MADISON | WI | 53704 | 237082147 | PAC | WI | 527 | N/A | 0 | ||
| WISCONSIN REALTORS POLITICAL FUND | |||||||||||
| 4801 FOREST RUN ROAD | MADISON | WI | 53704 | 460769544 | POLITICAL | WI | 527 | Yes (1) | WISCONSIN REALTORS ASSOCIATION INC | ||
| WISCONSIN REALTORS ADVOCACY FUND | |||||||||||
| 4801 FOREST RUN ROAD | MADISON | WI | 53704 | 821674073 | POLITICAL | WI | 527 | Yes (1) | WISCONSIN REALTORS ASSOCIATION INC | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WISCONSIN HOMEOWNERS ALLIANCE | ||
| L | $1,074,212 | WHA BOD |
| WISCONSIN HOMEOWNERS ALLIANCE | ||
| R | $45,000 | NET CASH TRANSFER |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FURTHER EXPLANATION OF THE TRANSACTIONS WITH RELATED ORGANIZATIONS: INVESTMENTS OF WISCONSIN HOMEOWNERS ALLIANCE (WHA) ARE POOLED WITH THE INVESTMENTS HELD UNDER THE NAME OF WISCONSIN REALTORS ASSOCATION (WRA). THE POOLED INVESTMENTS AND RELATED INVESTMENT GAINS AND LOSSES ARE ALLOCATED TO WHA BASED ON A WEIGHTED AVERAGE OF THE COST BASIS INCLUDED IN THE INVESTMENT POOL. THE AMOUNT INVOLVED REPORTED ON LINE 2, ITEM 1S REPRESENTS THE NET TRANSFERS OF CASH THAT WHA WITHDREW FROM THE POOLED INVESTMENT FUND DURING THE FISCAL YEAR. | ExplanationTxt |
Comments