WISCONSIN REALTORS ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN REALTORS ASSOCIATION (EIN 39-0782674)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-13
- IRS object ID
- 201222269349301187
- Schema version
- 2010v3.7
- 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) |
|---|---|---|
| Timestamp | 2012-08-13T16:53:04-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCOUNTANTS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53717 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390782674 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN REALTORS ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WISC | NameControl |
| Phone | 6082412047 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 FOREST RUN ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53704 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN HORNING | Name |
| Title | CHAIRMAN OF THE BOARD | Title |
| Date Signed | 2012-08-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS K BERRY | Name |
| Phone | 6088318181 | Phone |
| Date Prepared | 2012-08-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL THEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 FOREST RUN | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8350420 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.wra.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1909 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION'S GOAL IS 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 52 | TotalNbrEmployees |
| Total Nbr Volunteers | 234 | TotalNbrVolunteers |
| Total Gross UBI | 48889 | TotalGrossUBI |
| Contributions Grants Prior Year | 80000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5638998 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5321372 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 197489 | InvestmentIncomePriorYear |
| Investment Income Current Year | 426241 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 51150 | OtherRevenuePriorYear |
| Other Revenue Current Year | 38500 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5967637 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5786113 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 350000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2681361 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2487712 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3439410 | OtherExpensePriorYear |
| Other Expenses Current Year | 2921249 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6120771 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5758961 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -153134 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 27152 | RevenuesLessExpensesCY |
| Total Assets BOY | 7564624 | TotalAssetsBOY |
| Total Assets EOY | 6954087 | TotalAssetsEOY |
| Total Liabilities BOY | 1852489 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1606569 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5712135 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5347518 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | PROFESSIONAL DEVELOPMENT: EXPENSES INCURRED TO PROVIDE INFORMATION, EDUCATION AND TRAINING RELATED TO REAL ESTATE LICENSE LAW, DESIGNATIONS, CONVENTIONS, LEGAL UPDATES, FORMS AND MEMBER SERVICES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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, AND REAL ESTATE PRACTICE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMUNICATIONS: EXPENSES INCURRED TO PROVIDE TECHNICAL AND CREATIVE SUPPORT FOR THE ASSOCIATION'S COMMUNICATION AND PROMOTION OBJECTIVES TO MEMBERS AND NONMEMBERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | true | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 43 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 52 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WISCONSIN REALTORS ASSOC INC | NamePerson |
| Telephone Number | 6082412047 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 FOREST RUN RD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53704 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| ROSEMARIE BOGOSIAN | |||||||||
| REGIONAL-REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| TERRY HILGENBERG | |||||||||
| PAST PRESIDENT DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| TAMARA MADDENTE | |||||||||
| STATEWIDE COMPANY DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| JEFFREY JONES | |||||||||
| REGIONAL COMPANY DIRECTORS | 1.0 | X | 0 | 0 | 0 | ||||
| JUDY HEARST | |||||||||
| REGIONAL COMPANY DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN HORNING | |||||||||
| CHAIRMAN OF THE BOARD | 2.0 | X | 897 | 0 | 0 | X | |||
| CASEY CLICKNER | |||||||||
| STATEWIDE COMPANY DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| ROBERT R WEBER | |||||||||
| REGIONAL COMPANY DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| RENNY DIEDRICH | |||||||||
| TREASURER | 2.0 | X | 0 | 0 | 0 | X | |||
| KRAG M BLOMBERG | |||||||||
| REGIONAL REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| ARTHUR MAYS | |||||||||
| REGIONAL-REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| STEPHEN PROVANCHER | |||||||||
| OUTSIDE DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| MICHAEL BRENIZER | |||||||||
| REGIONAL COMPANY DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| KENNETH DICKSON | |||||||||
| OUTSIDE DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN FLOR | |||||||||
| PAST PRESIDENT DIRECTOR | 1.0 | X | 3449 | 0 | 0 | ||||
| THOMAS M DIDIER | |||||||||
| REGIONAL REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN A DRZEWIECKI | |||||||||
| REGIONAL REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| STEVEN LANE | |||||||||
| EXECUTIVE COMITTEE | 1.0 | X | 0 | 0 | 0 | ||||
| TERRY L MONROE | |||||||||
| REGIONAL REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| ROBERT W KEEFE | |||||||||
| CHAIRMAN OF THE BOARD-ELECT | 2.0 | X | 755 | 0 | 0 | X | |||
| PAUL J SCHIELDT | |||||||||
| REGIONAL REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| JERRY C LYONS | |||||||||
| EXECUTIVE COMITTEE | 1.0 | X | 0 | 0 | 0 | ||||
| MILES MEIDINGER | |||||||||
| REGIONAL COMPANY DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| JUDY R SHORTRIDGE | |||||||||
| REGIONAL REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| TIM J STEMPER | |||||||||
| REGIONAL REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| BETH L JAWORSKI | |||||||||
| EXECUTIVE COMMITTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RITA BLENKER | |||||||||
| REGIONAL-REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| JOYCE BYTOF | |||||||||
| STATEWIDE COMPANY DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| RONALD JONES | |||||||||
| REGIONAL-REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| PATRICIA KASTER | |||||||||
| REGIONAL-REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| MICHAEL J SPRANGER | |||||||||
| PAST PRESIDENT DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| JEFFERY THEISEN | |||||||||
| REGIONAL-REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| SHARON E SMOLENSKY | |||||||||
| REGIONAL COMPANY DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| DANIEL C KRUSE | |||||||||
| REGIONAL REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| MIKEL R KOLLMANSBERGER | |||||||||
| REGIONAL REP. DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| STEVE J HAMER | |||||||||
| REGIONAL COMPANY DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| WILLIAM E MALKASIAN | |||||||||
| PRESIDENT | 37.5 | 256679 | 0 | 55109 | X | ||||
| MICHAEL THEO | |||||||||
| VP LEGAL AND PUBLIC AFFAIRS | 37.5 | 147612 | 0 | 19479 | X | ||||
| GALE P FOSTER | |||||||||
| VP ADMINISTRATIVE SERVICES | 37.5 | 136183 | 0 | 20163 | X | ||||
| THOMAS D LARSON | |||||||||
| DIRECTOR-LEGAL&PUBLIC AFFAIRS | 37.5 | 122110 | 0 | 10597 | X | ||||
| DEBRA LLOYD | |||||||||
| SR ATTY & DIRECTOR OF LEGAL | 37.5 | 107490 | 0 | 12847 | X | ||||
| KATHRYNE D KUHL | |||||||||
| FORMER HIGHEST COMP EMPLOYEE | 37.5 | 151614 | 0 | 25688 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 926789 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 143883 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GODFREY KAHN SC | |||||
| ONE EAST MAIN STREET SUITE 500 | MADISON | WI | 537012719 | LEGAL SERVICES | 111300 |
| TEUTEBERG INC | |||||
| 12200 W WIRTH ST | WAUWATOSA | WI | 53222 | FORMS/BOOK PRINTING | 180246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 3095610 | 3095610 | |
| EDUCATIONAL SERVICES | 900099 | 2021993 | 2021993 | |
| LEGAL SERVICES/PUBLIC AFFAIRS | 900099 | 31751 | 31751 | |
| COMMUNICATIONS | 900099 | 44987 | 2598 | 42389 |
| SECTION FEES | 900099 | 38366 | 38366 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88665 | TotalRevenueColumn |
| Related Or Exempt Function Income | 82165 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6500 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5321372 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 149836 | TotalRevenueColumn |
| Exclusion | $149,836 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 38500 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 38500 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38500 | TotalRevenueColumn |
| Exclusion | $38,500 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2840712 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2549654 | Securities |
| Other | 14653 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 291058 | Securities |
| Other | -14653 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 276405 | TotalRevenueColumn |
| Exclusion | $276,405 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5786113 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5272483 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 48889 | UnrelatedBusinessRevenue |
| Exclusion | $464,741 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350000 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266994 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1735008 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119821 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215627 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150262 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6869 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90025 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64980 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223344 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192446 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12680 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151563 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| ALLOCATION OF INDIRECT EXP. | -2467233 |
| EDUCATIONAL PROGRAMS | 1719615 |
| LEADERSHIP PROGRAM & PLANNING | 505272 |
| COMMUNICATIONS | 519377 |
| LEGAL SERVICES/PUBLIC AFFAIRS | 1619147 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 283164 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5758961 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385 | BOY |
| EOY | 385 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1696401 | BOY |
| EOY | 498527 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68946 | BOY |
| EOY | 76796 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108228 | BOY |
| EOY | 107934 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149412 | BOY |
| EOY | 122242 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2606496 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1447509 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1110077 | BOY |
| EOY | 1158987 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3005578 | BOY |
| EOY | 3456564 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 393293 | BOY |
| EOY | 424773 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1032304 | BOY |
| EOY | 1107879 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7564624 | BOY |
| EOY | 6954087 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 826680 | BOY |
| EOY | 577268 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49344 | BOY |
| EOY | 41025 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 976465 | BOY |
| EOY | 988276 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1852489 | BOY |
| EOY | 1606569 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5712135 | BOY |
| EOY | 5347518 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5712135 | BOY |
| EOY | 5347518 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7564624 | BOY |
| EOY | 6954087 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 27152 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -391769 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
| Dues Assessments | 3095610 | DuesAssessments |
| Non Ded Lobby Political Current | 750673 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 0 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 750673 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 1604145 | AggrAmtReportedInDuesNotices |
| Taxable | -$853,472 | TaxableAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 301517 | OtherCostOrOtherBasis |
| Book Value | 301517 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1200163 | OtherCostOrOtherBasis |
| Depreciation | 553210 | Depreciation |
| Book Value | 646953 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 90000 | OtherCostOrOtherBasis |
| Depreciation | 2195 | Depreciation |
| Book Value | 87805 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1014816 | OtherCostOrOtherBasis |
| Depreciation | 892104 | Depreciation |
| Book Value | 122712 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1158987 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED PARTNERSHIPS | 258312 | C |
| HEDGE FUND PORTFOLIO (LLC) | 166461 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 424773 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ART WORK | 9000 |
| DEFERRED COMPENSATION ASSETS | 793467 |
| DIRECT GIVER PROGRAM | 222664 |
| SOFTWARE COSTS, NET | 82748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1107879 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $765,612 |
| DIRECT GIVER PROGRAM | $222,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 988276 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART X, NO. 2 | Identifier |
| Return Reference | FIN 48 FOOTNOTE | ReturnReference |
| Explanation | The Association's income tax filings are subject to audit by various taxing authorities. Open periods subject to audit for federal and Wisconsin purposes are generally the previous three and four years of tax returns filed, respectively. There were no interest or penalties recorded for the years ended September 30, 2011 and 2010. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HOMEOWNERS ALLIANCE INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 FOREST RUN ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 202931469 | EINOfRecipient |
| IRC Section | 501(C)(4) | IRCSection |
| Amount Of Cash Grant | 350000 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | NA | MethodOfValuation |
| Description Of Non Cash Assistance | NA | DescriptionOfNonCashAssistance |
| Purpose Of Grant | GRASSROOTS ADVOCACY ISSUES. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 2 | Identifier |
| Return Reference | MONITORING OF GRANTS | ReturnReference |
| Explanation | THE ORGANIZATION'S GRANT WAS TO AN AFFILIATED ORGANIZATION IN fy 2011. THE ORGANIZATION AND THE GRANTEE HAVE COMMON MANAGEMENT WHICH ALLOWS FOR MONITORING OF HOW THE FUNDS WERE USED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM E MALKASIAN | |||||||||||||
| 222485 | 0 | 24959 | 0 | 9235 | 0 | 50258 | 0 | 4851 | 0 | 311788 | 0 | 0 | 0 |
| MICHAEL THEO | |||||||||||||
| 144097 | 0 | 0 | 0 | 3515 | 0 | 11327 | 0 | 8152 | 0 | 167091 | 0 | 0 | 0 |
| KATHRYNE D KUHL | |||||||||||||
| 122084 | 0 | 13030 | 0 | 16500 | 0 | 24535 | 0 | 1153 | 0 | 177302 | 0 | 0 | 0 |
| GALE P FOSTER | |||||||||||||
| 96712 | 0 | 22661 | 0 | 16810 | 0 | 10704 | 0 | 9459 | 0 | 156346 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | PART I, LINE 4B | WILLIAM MALKASIAN PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. NO PAYMENTS FROM THE PLAN WERE RECEIVED. |
| RELEVANT INFORMATION RELATED TO BENEFITS | PART I, LINE 1A | 1. TRAVEL FOR COMPANIONS: RECEIVED BY THE CHAIRMAN OF THE BOARD, PAST PRESIDENT DIRECTOR, CHAIRMAN OF THE BOARD-ELECT AND THE PRESIDENT. THIS BENEFIT IS TREATED AS TAXABLE COMPENSATION. 2. TAX INDEMNIFCIATION AND GROSS-UP PAYMENTS: RECEIVED BY THE PAST PRESIDENT DIRECTOR. THIS BENEFIT IS TREATED AS TAXABLE COMPENSATION. 3. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: RECEIVED BY THE PRESIDENT, VP OF LEGAL AND PUBLIC AFFAIRS. THE PERSONAL USE PORTION OF THIS BENEFIT IS TREATED AS TAXABLE COMPENSATION. 4. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: RECEIVED BY THE PRESIDENT. THE PERSONAL USE PORTION OF THIS BENEFIT IS TREATED AS TAXABLE COMPENSATION. |
| POLICY REGARDING PAYMENT OR REIMBURSEMENT OF EXPENSES | PART I, LINE 1B | AUTHORIZATION IS ANNUALLY APPROVED AS PART OF THE BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART III, LINE 4 D | OTHER PROGRAM SERVICES | PROGRAM SERVICE 4 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 WITH THE GENERAL PUBLIC. PROGRAM SERVICE 5 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. |
| PART VI, SECTION A, LINE 2 | FAMILY AND BUSINESS RELATIONSHIPS BETWEEN DIRECTORS | 1. JOHN PAUL HORNING, CASEY CLICKNER, STEVE HAMER, BETH JAWORSKI, AND MIKEL KOLLMANSBERGER HAVE A BUSINESS RELATIONSHIP. 2. JOYCE BYTOF AND RENNY DIEDRICH HAVE A BUSINESS AND FAMILY RELATIONSHIP. 3. ROBERT KEEFE AND SHARON SMOLENSKY HAVE A BUSINESS RELATIONSHIP. |
| PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS OF CORPORATION | 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. ANY MEMBER THAT IS A REALTOR MAY ELECT MEMBERS OF THE GOVERNING BODY. |
| PART VI, SECTION VI, LINE 7A | MEMBERS, STOCKHOLDERS, AND OTHER PERSONS WHO MAY ELECT GOVERNING BODY | ANY MEMBER THAT IS A REALTOR MAY ELECT THE GOVERNING BODY. |
| PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS | 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. |
| PART VI, SECTION B, LINE 12 C | MONITORING OF CONFLICT OF INTEREST POLICY | ANNUALLY, ALL THE MEMBERS OF CERTAIN COMMITTEES AND THE BOARD, INCLUDING OFFICERS, ARE GIVEN A FORM TO DISCLOSE ALL CONFLICTS OF INTEREST AND SIGN. 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. KEY EMPLOYEES ARE NOT REQUIRED TO DISCLOSE THIS INFORMATION. |
| PART VI, SECTION B, LINE 15A-B | COMPENSATION REVIEW AND APPROVAL | RESULTS OF THE LOCAL AREA TRADE ASSOCIATION SALARY SURVEY IS USED (THE SURVEY IS CONDUCTED SEMI-ANNUALLY). RESULTS FROM THE WSAE SALARY SURVEY WERE PUBLISHED IN THE ASAE 2010-2011 ASSOCIATION COMPENSATION & BENEFITS STUDY AND THE 2010-2011 BLUE CHIP ASSOCIATION EXECUTIVE COMPENSATION & BENEFITS STUDY. OFFICERS REVIEW AND APPROVE ALL STAFF SALARIES, INCLUDING THE PRESIDENT |
| PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC | NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. |
| PART XI, LINE 5 | OTHER CHANGES IN NET ASSETS | OTHER CHANGES IN NET ASSETS REPRESENTS UNREALIZED LOSSES ON INVESTMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| WISCONSIN REALTORS FOUNDATION | |||||||||
| 4801 FOREST RUN ROAD | MADISON | WI | 53704 | 510195146 | PROMOTE/SPONS | WI | 501(C)(3) | 7 | NA |
| WISCONSIN HOMEOWNERS ALLIANCE | |||||||||
| 4801 FOREST RUND ROAD | MADISON | WI | 53704 | 202931469 | PROMOTION | WI | 501(C)(4) | N/A | NA |
| REALTORS POLITICAL ACTION COMMITTEE - WI | |||||||||
| 4801 FOREST RUN ROAD | MADISON | WI | 53704 | 237082147 | PAC | WI | 527 | N/A | NA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Comments