MONTANA ASSOCIATION OF REALTORS

EIN: 810306171

HELENA, MT

Total Revenue
$2,475,545
Total Expenses
$2,080,243
Total Assets
$6,704,420
Net Assets
$5,893,843
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
MT
Principal Officer
KAAREN WINKLER
Phone
4064434032
Tax Period
2023-01-01 to 2023-12-31

MONTANA ASSOCIATION OF REALTORS, founded in 1972, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $395K, a strong 16% operating margin.

Mission

TO ADVOCATE FOR ITS MEMBERS AND TO PROTECT THE RIGHTS OF PROPERTY OWNERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $46,975
Program Service Revenue $2,128,692
Investment Income $187,294
Other Revenue $112,584
TOTAL REVENUE $2,475,545

Expense Breakdown

Grants Paid $0
Salaries & Benefits $714,954
Fundraising Expenses $0
Other Expenses $1,365,289
TOTAL EXPENSES $2,080,243

Year-over-Year Comparison

2023 2022 Change
Revenue $2,475,545 $2,119,143 +0.2%
Expenses $2,080,243 $1,852,261 +0.1%
Net Income $395,302 $266,882 +0.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
66
Independent Members
66
Employees
8
Volunteers
160

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
6
$168,507
Total Directors
66
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM BILL LEININGER IMM PAST PRESIDENT 8.50
Officer Director
$0 $0 $0
MARK DOBRENSKI PRESIDENT 4.50
Officer Director
$0 $0 $0
CANDIS DORSCH EXECUTIVE COMMITTEE REP 0.50
Director
$0 $0 $0
MICHELLE HAVERSTICK DIRECTOR - GAR 0.50
Director
$0 $0 $0
GARY KOEPPLIN TREASURER 8.50
Officer Director
$0 $0 $0
CLAIRE GILLAM DIRECTOR - GAR 0.50
Director
$0 $0 $0
STEPHANIE PATTERSON DIRECTOR - BAR 0.50
Director
$0 $0 $0
RICHARD MAYO DIRECTOR - GAR 0.50
Director
$0 $0 $0
HATTIE GRAHAM GOV AFFAIRS CHAIR 0.50
Director
$0 $0 $0
JEAN DEETZ DIRECTOR - NMAR 0.50
Director
$0 $0 $0
KATHLEEN DODD RA - WESTERN MT 0.50
Director
$0 $0 $0
LORIE JEAN SCHULT RA - CENTRAL MT 0.50
Director
$0 $0 $0
JOHN CARLSON RA - EASTERN MT 0.50
Director
$0 $0 $0
LAURA DRAGER DIRECTOR - BAR 0.50
Director
$0 $0 $0
LANISSA FORTNER DIRECTOR - BAR 0.50
Director
$0 $0 $0
DANIEL KLEIN DIRECTOR - BAR 0.50
Director
$0 $0 $0
ANGELA KLEIN-HUGHES DIRECTOR - BAR 0.50
Director
$0 $0 $0
BILLIE PARROTT YPN CHAIR 0.50
Director
$0 $0 $0
ROBERT PAULEY DIRECTOR - BVBOR 0.50
Director
$0 $0 $0
MARGARET ASAY COMMUNICATIONS CHAIR 0.50
Director
$0 $0 $0
LACY BROWNE NATIONAL DIRECTOR 0.50
Director
$0 $0 $0
JIM GINGERY DIRECTOR - GAR 0.50
Director
$0 $0 $0
DEB KELLY DIRECTOR - GAR 0.50
Director
$0 $0 $0
DENISE KELLY DIRECTOR - GAR 0.50
Director
$0 $0 $0
DON PILOTTE DIRECTOR - GAR 0.50
Director
$0 $0 $0
BRIAN TUDOR DIRECTOR - GAR 0.50
Director
$0 $0 $0
JANNIE WISEMAN DIRECTOR - GAR 0.50
Director
$0 $0 $0
ASHLEY FRIESEN DIRECTOR - GFAR 0.50
Director
$0 $0 $0
JOSHUA LIND DIRECTOR - GFAR 0.50
Director
$0 $0 $0
CINDY STEVICK DIRECTOR - HAR 0.50
Director
$0 $0 $0
JOHN RAUSCH DIRECTOR - HAR 0.50
Director
$0 $0 $0
CRYSTAL AULT DIRECTOR - MOR 0.50
Director
$0 $0 $0
JOLENE TATUM PROFESSIONAL DEVELOPMENT CHAIR 0.50
Director
$0 $0 $0
BETHANY TAYLOR DIRECTOR - MOR 0.50
Director
$0 $0 $0
DEREK DJ SMITH PRESIDENT-ELECT 0.50
Officer Director
$0 $0 $0
ANDREW BURGI DIRECTOR - NMAR 0.50
Director
$0 $0 $0
JENNIFER HARGETT DIRECTOR - NMAR 0.50
Director
$0 $0 $0
DORYCE HAWKINS DIRECTOR - NMAR 0.50
Director
$0 $0 $0
CINDY LANIER DIRECTOR - NMAR 0.50
Director
$0 $0 $0
BRENDA MILLER ASSOCIATE MANAGEMENT CHAIR 0.50
Director
$0 $0 $0
BRIAN NICODEMUS DEI CHAIR 0.50
Director
$0 $0 $0
JESSE PLEVEL DIRECTOR - NMAR 0.50
Director
$0 $0 $0
JENNIFER SHEA DIRECTOR - RMAR 0.50
Director
$0 $0 $0
TINA WEST DIRECTOR - RMAR 0.50
Director
$0 $0 $0
DENNIS COOK DIRECTOR - BAR 0.50
Director
$0 $0 $0
JOANNA HARPER DIRECTOR - GAR 0.50
Director
$0 $0 $0
MANDY SNOOK DIRECTOR - MOR 0.50
Director
$0 $0 $0
ROBIN WALLACE FIRST VICE PRESIDENT 0.50
Officer Director
$0 $0 $0
JOHN HERRING RISK MANAGEMENT CHAIR 0.50
Director
$0 $0 $0
TIMOTHY TIM LUND NATIONAL DIRECTOR 0.50
Director
$0 $0 $0
RONALD BOYD DIRECTOR - BAR 0.50
Director
$0 $0 $0
LIZ FRANCIS DIRECTOR - BAR 0.50
Director
$0 $0 $0
ROCHELLE HOUGHTON DIRECTOR - BAR 0.50
Director
$0 $0 $0
SHERI JONES DIRECTOR - BVBOR 0.50
Director
$0 $0 $0
MAX COLEMAN DIRECTOR- BVBOR 0.50
Director
$0 $0 $0
KELLY ECKLUND DIRECTOR - GFAR 0.50
Director
$0 $0 $0
KRISTIN KERR DIRECTOR - HAR 0.50
Director
$0 $0 $0
JENNI SWARTZ DIRECTOR - HAR 0.50
Director
$0 $0 $0
CARLY MCDONNELL DIRECTOR - MOR 0.50
Director
$0 $0 $0
ANNELISE HEDAHL DIRECTOR - MOR 0.50
Director
$0 $0 $0
LYNETTE ROBINSON DIRECTOR - MOR 0.50
Director
$0 $0 $0
MATT ROSBARSKY DIRECTOR - MOR 0.50
Director
$0 $0 $0
ALAN HABEL DIRECTOR - NMAR 0.50
Director
$0 $0 $0
TARA HARBIN DIRECTOR - NMAR 0.50
Director
$0 $0 $0
CURTIS WAGNER DIRECTOR - NMAR 0.50
Director
$0 $0 $0
KAREN BURTCH DIRECTOR- RMAR 0.50
Director
$0 $0 $0
KAAREN WINKLER CEO 40.00
Officer
$160,409 $8,098 $168,507
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 $2,475,545 $2,080,243 $6,704,420 $395,302
2022 $2,119,143 $1,852,261 $6,094,362 $266,882
2021 $1,938,232 $1,554,130 $6,057,562 $384,102
2020 $1,842,451 $1,278,936 $5,393,369 $563,515
2019 $1,819,872 $1,527,107 $4,677,450 $292,765
2018 $1,888,661 $1,372,118 $4,127,577 $516,543
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