2011-02-14T10:50:21-06:00 2010-09-30 SVA CERTIFIED PUBLIC ACCOUNTANTS 1221 JOHN Q HAMMONS DRIVE MADISON WI 53717 990 2009-10-01 390782674 WISCONSIN REALTORS ASSOCIATION INC WISC 6082412047 4801 FOREST RUN ROAD MADISON WI 53704 WILLIAM MALKASIAN 6082412047 2011-02-10 true DOUGLAS BERRY 6088318181 2011-02-10 2009 2016-02-24 21:20:13Z WILLIAM MALKASIAN 4801 FOREST RUN MADISON WI 53704 8878081 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. 37 37 42 262 45214 -4895 0 80000 5750478 5638998 -108199 197489 125031 51150 5767310 5967637 0 0 0 0 2510694 2681361 0 0 0 3343931 3439410 5854625 6120771 -87315 -153134 7149124 7564624 1380854 1852489 5768270 5712135 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 true false true false false false false false true false true false false false false false false false false false false false true false false false false false false false false false false false true false false true 45 0 42 true true false false false false false 37 37 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 ROGER RUSHMAN 1.0 X 0 0 0 JOAN SERAMUR 1.0 X 0 0 0 JUDY HEARST 1.0 X 0 0 0 JOHN HORNING 2.0 X X 0 0 0 CASEY CLICKNER 1.0 X 0 0 0 MICHAEL J MULLEADY 2.0 X 0 0 0 RENNY DIEDRICH 2.0 X X 0 0 0 JOHN GERMAN 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 2.0 X X 1292 0 0 PETER STEFANIAK 1.0 X 0 0 0 TIMOTHY STEMPER 1.0 X X 0 0 0 STEVEN LANE 1.0 X X 0 0 0 STEVEN SUNDBERG 1.0 X 0 0 0 ROBERT W KEEFE 2.0 X X 0 0 0 DANIEL F LEE 1.0 X 0 0 0 JERRY C LYONS 1.0 X X 0 0 0 JENNIFER UTTER 1.0 X 0 0 0 SUSAN A PFORR 1.0 X 0 0 0 JOHN YOUNG 1.0 X 0 0 0 JOHN P ROHDE 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 SUSAN LAWTON 1.0 X 0 0 0 JEFFERY THEISEN 1.0 X 0 0 0 PAUL E DUERST 1.0 X 0 0 0 STEVE J HAMER 1.0 X 0 0 0 MIKEL R KOLLMANSBERGER 1.0 X 0 0 0 DANIEL C KRUSE 1.0 X 0 0 0 SHARON E SMOLENSKY 1.0 X 0 0 0 WILLIAM E MALKASIAN 38.0 X 233998 0 72256 MICHAEL THEO 38.0 X 145714 0 15333 KEVIN D KING 38.0 X 141107 0 1630 KATHRYNE D KUHL 38.0 X 130851 0 11639 GALE P FOSTER 38.0 X 117533 0 14314 THOMAS D LARSON 38.0 X 114438 0 10404 884933 0 125576 6 false true false GODFREY KAHN SC ONE EAST MAIN STREET SUITE 500 MADISON WI 537012719 LEGAL SERVICES 102858 KENNEDY COMMUNICATIONS LTD 9 ODANA COURT STE 200 MADISON WI 53719 TAX CREDIT AD CMPGN 148846 WOOD COMMUNICATIONS 4801S BILTMORE LANE MADISON WI 53718 COMMUNICATIONS 138105 TEUTEBERG INC 12200 W WIRTH ST WAUWATOSA WI 53222 FORMS/BOOK PRINTING 142416 ROYLE PRINTING CO PO BOX 750 SUN PRAIRIE WI 53590 MAGAZINE PRINTING 102746 5 80000 80000 MEMBERSHIP DUES 900099 3338221 3338221 EDUCATIONAL SERVICES 900099 2084222 2084222 LEGAL SERVICES/PUBLIC AFFAIRS 900099 40936 40936 COMMUNICATIONS 900099 46428 1214 45214 SECTION FEES 900099 41659 41659 87532 87532 5638998 65476 65476 0 0 51150 51150 51150 51150 3042357 100 2893168 17276 149189 -17176 132013 132013 0 0 0 0 5967637 5593784 45214 248639 0 0 0 0 281355 0 1861108 115924 270426 152548 0 0 0 0 0 7659 104229 0 63333 258269 0 196522 0 0 12319 0 0 103579 0 ALLOCATION OF INDIRECT EXP. -2525512 EDUCATIONAL PROGRAMS 2108765 LEADERSHIP PROGRAM & PLANNING 610273 COMMUNICATIONS 590223 LEGAL SERVICES 1437560 472191 6120771 359 385 2984713 1696401 115205 68946 111731 108228 206350 149412 2540907 1430830 1155202 1110077 1487002 3005578 124785 393293 963777 1032304 7149124 7564624 458078 826680 64432 49344 858344 976465 1380854 1852489 X 5768270 5712135 5768270 5712135 7149124 7564624 X false true true X false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 3338221 335383 0 335383 1588993 -1253610 301517 301517 1200163 518662 681501 66906 48056 18850 802485 711346 91139 169836 152766 17070 1110077 LIMITED PARTNERSHIPS 248465 C HEDGE FUND PORTFOLIO (LLC) 144828 C 393293 ART WORK 9000 DEFERRED COMPENSATION ASSETS 756399 DIRECT GIVER PROGRAM 252641 SOFTWARE COSTS, NET 14264 1032304 0 DEFERRED COMPENSATION 723824 DIRECT GIVER PROGRAM 252641 976465 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. In evaluating the Association's tax provisions and accruals, future taxable income and the reversal of temporary differences, interpretations and tax planning strategies are considered. The Association believes its estimates are appropriate based on current facts and circumstances. Any interest or penalties assessed to the Association are recorded as operating expenses; however, there were no interest or penalties recorded for the years ended September 30, 2010 and 2009. X X X X false true X X false true false WILLIAM E MALKASIAN 224948 0 728 8322 67932 4324 306254 0 MICHAEL THEO 141764 0 464 3486 11234 4099 161047 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 AND THE PRESIDENT. THIS BENEFIT IS TREATED AS TAXABLE COMPENSATION. 2. TAX INDEMNIFCIATION AND GROSS-UP PAYMENTS: RECEIVED BY THE CHAIRMAN OF THE BOARD. 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, LEGISLATIVE AFFAIRS DIRECTOR. 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, AND MIKEL KOLLMANSBERGER HAVE A BUSINESS RELATIONSHIP. 2. JOYCE BYTOF AND RENNY DIEDRICH HAVE A BUSINESS AND FAMILY RELATIONSHIP. 3. DAN LEE, ROGER RUSHMAN, STEVE LANE, AND SUSAN PFORR 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 11A 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 LOCAL AREA ASSOCIATION SALARY 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 CHIPS 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 V, LINE 3B FILING OF FORM 990T THE ORGANIZATION FILED AN EXTENSION FOR FORM 990-T AND IT WILL BE FILED BY THE EXTENDED DUE DATE. 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 false false true false false false false false false false true true true true true false false