INDIANA ASSOCIATION OF REALTORS INC

EIN: 350411185

INDIANAPOLIS, IN

Total Revenue
$7,881,101
Total Expenses
$5,584,296
Total Assets
$21,434,272
Net Assets
$17,228,548
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Organization Details

Formation Year
1948
Legal Domicile
IN
Principal Officer
MARK FISHER
Phone
3179133230
Tax Period
2023-01-01 to 2023-12-31

INDIANA ASSOCIATION OF REALTORS INC, founded in 1948, is a community nonprofit that reported $7.9M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.3M, a strong 29% operating margin.

Mission

TO SERVE ITS MEMBERS AND LOCAL ASSOCIATIONS BY PROVIDING LEADERSHIP PROGRAMS AND SERVICES TO SUSTAIN A HEALTHY REAL ESTATE MARKET IN INDIANA. IN PROVIDING THESE SERVICES, THE ASSOCIATION WILL RAISE THE STANDARDS OF THE REAL ESTATE PROFESSION AND THE CONDUCT OF THE INDIVIDUALS ENGAGED IN THE PROFESSION. DURING THE CURRENT PERIOD, THE ASSOCIATION SPONSORED VARIOUS PROGRAMS AND SERVICES TO ITS 21,911 MEMBERS WITHIN THE STATE.

Program Service Accomplishments

Program 1

LEADERSHIP - MONIES IN THIS FUND FACILITATE MEMBER LEADERSHIP AND GOVERNANCE. SPECIFIC EXPENSES INCLUDE, BUT ARE NOT LIMITED TO PROFESSIONAL MEMBERSHIPS, TRAVEL TO AND PARTICIPATION IN NATIONAL...

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LEADERSHIP - MONIES IN THIS FUND FACILITATE MEMBER LEADERSHIP AND GOVERNANCE. SPECIFIC EXPENSES INCLUDE, BUT ARE NOT LIMITED TO PROFESSIONAL MEMBERSHIPS, TRAVEL TO AND PARTICIPATION IN NATIONAL ASSOCIATION EVENTS, REALTOR OF THE YEAR BANQUET, PRESIDENT'S INAUGURAL BALL, FALL AND WINTER LEGISLATIVE CONFERENCES, LEADERSHIP SUMMITS, STATE BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE MEETINGS, LOCAL BOARD OUTREACH PROGRAMS, STRATEGIC PLANNING AND THE INDIANA REALTOR LEADERSHIP ACADEMY, A PROGRAM TO FOSTER FUTURE LEADER DEVELOPMENT.

Program 2

GOVERNMENT AFFAIRS - GOVERNMENT AFFAIRS EXPENDITURES SUPPORT ASSOCIATION STAFF IN PROMOTING LEGISLATION AT BOTH THE LOCAL, STATE AND FEDERAL LEVELS THAT ENHANCE THE FREEDOM AND ABILITY OF REALTORS TO...

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GOVERNMENT AFFAIRS - GOVERNMENT AFFAIRS EXPENDITURES SUPPORT ASSOCIATION STAFF IN PROMOTING LEGISLATION AT BOTH THE LOCAL, STATE AND FEDERAL LEVELS THAT ENHANCE THE FREEDOM AND ABILITY OF REALTORS TO CONDUCT BUSINESS SUCCESSFULLY WITH INTEGRITY AND COMPETENCY. SAID EXPENDITURES ALSO PROVIDE DEFENSE AGAINST LEGISLATION HARMFUL TO REALTORS AND THE INDIVIDUAL RIGHT TO OWN REAL PROPERTY. SPECIFIC EXPENDITURES INCLUDE, BUT ARE NOT LIMITED TO RESEARCH, LOBBYING, REALTORS POLITICAL ACTION COMMITTEE SOLICITATION, AND GENERAL OFFICE SUPPLIES.

Program 3

LEGAL AFFAIRS - LEGAL AFFAIRS EXPENDITURES SUPPORT THE ASSOCIATION ATTORNEYS AND STAFF IN EDUCATING MEMBERS ON THE LAWS GOVERNING THE REALTOR PROFESSION AND REAL ESTATE TRANSACTIONS. SPECIFICALLY...

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LEGAL AFFAIRS - LEGAL AFFAIRS EXPENDITURES SUPPORT THE ASSOCIATION ATTORNEYS AND STAFF IN EDUCATING MEMBERS ON THE LAWS GOVERNING THE REALTOR PROFESSION AND REAL ESTATE TRANSACTIONS. SPECIFICALLY, THESE EXPENDITURES PRODUCE AND MAINTAIN AN ELECTRONIC LIBRARY OF LEGAL FORMS AVAILABLE TO ALL MEMBERS TO GUIDE THEIR CLIENTS THROUGH EVERY TYPE OF REAL ESTATE TRANSACTION AND ADMINISTER THE LEGAL HOTLINE, A TOLL-FREE TELEPHONE AND E-MAIL ADDRESS BY WHICH MANAGING BROKERS MAY SEEK FREE LEGAL GUIDANCE. SAID EXPENDITURES ALSO PROMOTE AND ENFORCE THE NATIONAL REALTOR CODE OF ETHICS THROUGH THE SHARED PROFESSIONAL STANDARDS ENFORCEMENT PROGRAM, AND PROVIDE EQUAL OPPORTUNITY AND HOUSING, AND RISK REDUCTION TRAINING AT ASSOCIATION EVENTS. ASSOCIATION ATTORNEYS ALSO HELP WITH COURSES AND MATERIALS FOR THE ASSOCIATION-OWNED REAL ESTATE CERTIFICATION PROGRAM (RECP). LEGAL AFFAIRS ENSURES COMPLIANCE WITH CAMPAIGN FINANCE LAW, INCLUDING APPROVING REALTORS POLITICAL ACTION COMMITTEE (RPAC) DISCLAIMERS FOR LOCAL BOARDS, ADVISING LOCAL BOARDS ON RPAC AND THE LAW, PROVIDING ASSISTANCE TO IAR STAFF TO RESPOND TO INQUIRIES FROM THE INDIANA ELECTION COMMISSION AND THE FILING OF THE CAMPAIGN FINANCE REPORT FOR RPAC. LEGAL AFFAIRS EXPENDITURES PROMOTE AND PROVIDE FOR LEGAL REVIEW OF ALL IAR LEASES, CONTRACTS AND RELATED LEGAL AGREEMENTS AND OVERSEES THE DEFENSE OF IAR LAWSUITS, CLAIMS AND OTHER LEGAL MATTERS. LEGAL AFFAIRS ALSO ADMINISTERS THE LEGAL ACTION PROGRAM TO HELP ALLEVIATE LITIGATION COSTS FOR MEMBERS AND/OR LOCAL ASSOCIATIONS INVOLVED IN LITIGATION. THE PURPOSE OF THE LEGAL ACTION PROGRAM IS TO PROVIDE FINANCIAL ASSISTANCE TO SUPPORT LITIGATION OF SIGNIFICANCE TO THE ASSOCIATION, INCLUDING MATTERS RELEVANT TO THE PRACTICE OF REAL ESTATE, THE OPERATION OF REAL ESTATE ASSOCIATIONS, OWNERSHIP AND USE OF REAL ESTATE, AND PRIVATE PROPERTY RIGHTS. LEGAL ACTION FUNDS ARE TO BE USED EXCLUSIVELY TO PAY THE LEGAL FEES, COSTS, AND EXPENSES INCURRED IN CONNECTION WITH THE LITIGATION FOR WHICH ASSISTANCE IS REQUESTED AND PROVIDED.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $41,025
Program Service Revenue $6,612,959
Investment Income $442,760
Other Revenue $784,357
TOTAL REVENUE $7,881,101

Expense Breakdown

Grants Paid $6,000
Salaries & Benefits $3,064,498
Fundraising Expenses $0
Other Expenses $2,513,798
TOTAL EXPENSES $5,584,296

Year-over-Year Comparison

2023 2022 Change
Revenue $7,881,101 $6,742,717 +0.2%
Expenses $5,584,296 $5,548,292 +0.0%
Net Income $2,296,805 $1,194,425 +0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
17
Independent Members
17
Employees
35
Volunteers
200

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$880,056
Total Directors
17
$18,000
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANDY RUDOLPH PAST PRESIDENT 1.00
Director
$0 $0 $0
LYNN WHEELER PRESIDENT 1.00
Officer Director
$18,000 $0 $18,000
JENNIFER PARHAM PRESIDENT ELECT 1.00
Officer Director
$0 $0 $0
AARON LUTTRULL VP 1.00
Officer Director
$0 $0 $0
KIM WARD VP 1.00
Officer Director
$0 $0 $0
BRIAN THOMPSON MEMBER 1.00
Director
$0 $0 $0
DAVID CAVENESS MEMBER 1.00
Director
$0 $0 $0
DONNA SPEARS MEMBER 1.00
Director
$0 $0 $0
JASON ENGEL MEMBER 1.00
Director
$0 $0 $0
JASON O'NEIL MEMBER 1.00
Director
$0 $0 $0
KURT SCHULER MEMBER 1.00
Director
$0 $0 $0
MARK FORCUM MEMBER 1.00
Director
$0 $0 $0
NOHEMI MEMI RENNEWANZ MEMBER 1.00
Director
$0 $0 $0
PATRICK MALOBLOCKI MEMBER 1.00
Director
$0 $0 $0
RON MCCOLLY MEMBER 1.00
Director
$0 $0 $0
STEPHANIE ROSE-WELDY MEMBER 1.00
Director
$0 $0 $0
TRACY HUTTON MEMBER 1.00
Director
$0 $0 $0
MARK FISHER CEO 40.00
Officer
$332,376 $19,550 $351,926
MAGGIE MCSHANE SR. VP GOVT AFFAIRS 40.00
Officer
$246,007 $12,221 $258,228
KATHY HARBAUGH SENIOR VP 40.00
Officer
$237,458 $14,444 $251,902
RICHELLE MOSSLER GENERAL COUNSEL 40.00
Highest
$207,719 $12,830 $220,549
CHRIS WATTS VP-COMMUNICATIONS 40.00
Highest
$147,637 $9,520 $157,157
ANNE JOHNSON LEGAL & REGULATORY COMPLIANCE COUNSEL 40.00
Highest
$127,350 $6,305 $133,655
KELLY SHONBORN SENIOR STAFF COUNSEL 40.00
Highest
$133,262 $8,790 $142,052
KARL BERRON FORMER CEO 40.00
$154,364 $0 $154,364
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $7,881,101 $5,584,296 $21,434,272 $2,296,805
2022 $6,742,717 $5,548,292 $18,947,758 $1,194,425
2021 $6,642,922 $5,218,732 $16,694,252 $1,424,190
2020 $6,354,885 $5,080,356 $14,769,592 $1,274,529
2019 $6,460,411 $5,014,763 $13,795,778 $1,445,648
2018 $6,108,775 $4,943,765 $12,724,938 $1,165,010
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