2012-08-13T16:53:04-05:00 2011-09-30 SVA CERTIFIED PUBLIC ACCOUNTANTS 1221 JOHN Q HAMMONS DRIVE MADISON WI 53717 990 2010-10-01 390782674 WISCONSIN REALTORS ASSOCIATION INC WISC 6082412047 4801 FOREST RUN ROAD MADISON WI 53704 JOHN HORNING 2012-08-13 DOUGLAS K BERRY 6088318181 2012-08-09 2010 2016-02-24 21:20:13Z MICHAEL THEO 4801 FOREST RUN MADISON WI 53704 8350420 false X www.wra.org X 1909 WI 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. 36 36 52 234 48889 80000 0 5638998 5321372 197489 426241 51150 38500 5967637 5786113 0 350000 0 0 2681361 2487712 0 0 0 3439410 2921249 6120771 5758961 -153134 27152 7564624 6954087 1852489 1606569 5712135 5347518 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. false false PROFESSIONAL DEVELOPMENT: EXPENSES INCURRED TO PROVIDE INFORMATION, EDUCATION AND TRAINING RELATED TO REAL ESTATE LICENSE LAW, DESIGNATIONS, CONVENTIONS, LEGAL UPDATES, FORMS AND MEMBER SERVICES. 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. COMMUNICATIONS: EXPENSES INCURRED TO PROVIDE TECHNICAL AND CREATIVE SUPPORT FOR THE ASSOCIATION'S COMMUNICATION AND PROMOTION OBJECTIVES TO MEMBERS AND NONMEMBERS. false false false true false false false false false true true false true true true false true false false false false false false false false false true false true false false false false false false false false false false false true false false false true 43 0 52 true true true false false false true true false X 36 36 true false false false true true false true true false false false true true true true true true true false X WISCONSIN REALTORS ASSOC INC 6082412047 4801 FOREST RUN RD MADISON WI 53704 ROSEMARIE BOGOSIAN 1.0 X 0 0 0 TERRY HILGENBERG 1.0 X 0 0 0 TAMARA MADDENTE 1.0 X 0 0 0 JEFFREY JONES 1.0 X 0 0 0 JUDY HEARST 1.0 X 0 0 0 JOHN HORNING 2.0 X X 897 0 0 CASEY CLICKNER 1.0 X 0 0 0 ROBERT R WEBER 1.0 X 0 0 0 RENNY DIEDRICH 2.0 X X 0 0 0 KRAG M BLOMBERG 1.0 X 0 0 0 ARTHUR MAYS 1.0 X 0 0 0 STEPHEN PROVANCHER 1.0 X 0 0 0 MICHAEL BRENIZER 1.0 X 0 0 0 KENNETH DICKSON 1.0 X 0 0 0 JOHN FLOR 1.0 X 3449 0 0 THOMAS M DIDIER 1.0 X 0 0 0 JOHN A DRZEWIECKI 1.0 X 0 0 0 STEVEN LANE 1.0 X 0 0 0 TERRY L MONROE 1.0 X 0 0 0 ROBERT W KEEFE 2.0 X X 755 0 0 PAUL J SCHIELDT 1.0 X 0 0 0 JERRY C LYONS 1.0 X 0 0 0 MILES MEIDINGER 1.0 X 0 0 0 JUDY R SHORTRIDGE 1.0 X 0 0 0 TIM J STEMPER 1.0 X 0 0 0 BETH L JAWORSKI 1.0 X 0 0 0 RITA BLENKER 1.0 X 0 0 0 JOYCE BYTOF 1.0 X 0 0 0 RONALD JONES 1.0 X 0 0 0 PATRICIA KASTER 1.0 X 0 0 0 MICHAEL J SPRANGER 1.0 X 0 0 0 JEFFERY THEISEN 1.0 X 0 0 0 SHARON E SMOLENSKY 1.0 X 0 0 0 DANIEL C KRUSE 1.0 X 0 0 0 MIKEL R KOLLMANSBERGER 1.0 X 0 0 0 STEVE J HAMER 1.0 X 0 0 0 WILLIAM E MALKASIAN 37.5 X 256679 0 55109 MICHAEL THEO 37.5 X 147612 0 19479 GALE P FOSTER 37.5 X 136183 0 20163 THOMAS D LARSON 37.5 X 122110 0 10597 DEBRA LLOYD 37.5 X 107490 0 12847 KATHRYNE D KUHL 37.5 X 151614 0 25688 926789 0 143883 6 true true false 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 2 0 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 88665 82165 6500 5321372 149836 149836 0 0 38500 38500 38500 38500 2840712 2549654 14653 291058 -14653 276405 276405 0 0 0 0 5786113 5272483 48889 464741 350000 0 0 0 266994 0 1735008 119821 215627 150262 0 0 0 0 0 6869 90025 0 64980 223344 0 192446 0 0 12680 0 0 151563 0 ALLOCATION OF INDIRECT EXP. -2467233 EDUCATIONAL PROGRAMS 1719615 LEADERSHIP PROGRAM & PLANNING 505272 COMMUNICATIONS 519377 LEGAL SERVICES/PUBLIC AFFAIRS 1619147 283164 5758961 385 385 1696401 498527 68946 76796 108228 107934 149412 122242 2606496 1447509 1110077 1158987 3005578 3456564 393293 424773 1032304 1107879 7564624 6954087 826680 577268 49344 41025 976465 988276 1852489 1606569 X 5712135 5347518 5712135 5347518 7564624 6954087 X 27152 -391769 X false true true X false false false false 3095610 750673 0 750673 1604145 -853472 301517 301517 1200163 553210 646953 90000 2195 87805 0 1014816 892104 122712 1158987 LIMITED PARTNERSHIPS 258312 C HEDGE FUND PORTFOLIO (LLC) 166461 C 424773 ART WORK 9000 DEFERRED COMPENSATION ASSETS 793467 DIRECT GIVER PROGRAM 222664 SOFTWARE COSTS, NET 82748 1107879 0 DEFERRED COMPENSATION 765612 DIRECT GIVER PROGRAM 222664 988276 PART X, NO. 2 FIN 48 FOOTNOTE 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. true WISCONSIN HOMEOWNERS ALLIANCE INC 4801 FOREST RUN ROAD MADISON WI 53704 202931469 501(C)(4) 350000 0 NA NA GRASSROOTS ADVOCACY ISSUES. 0 1 PART I, LINE 2 MONITORING OF GRANTS 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. X X X X false true X X false true false 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 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. 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. 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 false true false true false false false false false false false true true true true true false false