2024-11-07T09:02:09-06:00 2023-12-31 391203191 SVA CERTIFIED PUBLIC ACCTS SC 1221 JOHN Q HAMMONS DRIVE MADISON WI 53717 990 2023-01-01 391155932 REALTORS ASSOCIATION OF NORTHEAST WISCONSIN INC REAL 9207079900 W6124 AEROTECH DRIVE APPLETON WI 54914 PAULA HALL EXECUTIVE VICE PRESIDENT 9207079900 2024-11-06 1 1 DOUGLAS BERRY P00540951 6088318181 2023 2024-10-15 13:58:12Z PAULA HALL W6124 AEROTECH DRIVE APPLETON WI 54914 1600588 0 X WWW.RANW.ORG X 1971 WI THE REALTORS ASSOCIATION OF NORTHEAST WISCONSIN, INC., STRIVES, THROUGH COLLECTIVE AND COOPERATIVE SERVICES, TO ENHANCE THE COMPETENCY AND INTEGRITY BY WHICH ITS MEMBERS WILL SUCCEED. 9 9 15 300 16375 0 0 0 1252776 1223126 53045 46716 58780 122178 1364601 1392020 0 0 0 0 1087547 1198889 0 0 0 251527 292136 1339074 1491025 25527 -99005 5640216 6458749 907135 1074685 4733081 5384064 X THE REALTORS ASSOCIATION OF NORTHEAST WISCONSIN, INC., STRIVES, THROUGH COLLECTIVE AND COOPERATIVE SERVICES, TO ENHANCE THE COMPETENCY AND INTEGRITY BY WHICH ITS MEMBERS WILL SUCCEED. 0 0 PROFESSIONAL DEVELOPMENTPROFESSIONAL DEVELOPMENT - PROFESSIONAL DEVELOPMENT PROGRAMS OFFER EDUCATIONAL OPPORTUNITIES TO ADVANCE THE PRACTICE AND PROFESSIONALISM OF MEMBERS. PROFESSIONAL STANDARDS - PEER-TO-PEER HEARINGS FOR ARBITRATIONS OR ALLEGED UNETHICAL CONDUCT; MEDIATION/OMBUDS OF DISPUTES BY TRAINED VOLUNTEERS FOR MEMBERS AND THEIR CLIENTS/CUSTOMERS. NEIGHBORHOOD OUTREACH - ANNUAL OUTREACH BY MEMBER VOLUNTEERS TO RESIDENTS-IN-NEED IN MULTIPLE MARKET FOR FALL YARD CLEAN-UP, IN COORDINATION WITH AREA HOUSING GROUPS. HOUSING ADVOCACY, PLUS DIVERSITY, EQUITY, INCLUSION (DEI) - INVOLVEMENT WITH COMMUNITY HOUSING GROUPS AND LOCAL GOVERNMENT TO PROMOTE AFFORDABLE AND EQUITABLE AND INCLUSIONARY HOUSING OPPORTUNITIES. PROMOTION OF POLICIES AND EDUCATION REGARDING FEDERAL AND STATE FAIR HOUSING LAWS, AND THE CODE OF ETHICS.CONTINUING EDUCATION - C.E. SERIES OFFERED TO MEMBERS TO FULFILL WISCONSIN LICENSING RENEWAL REQUIREMENTS FOR RESIDENTIAL, COMMERCIAL AND APPRAISAL SPECIALTIES. RESIDENTIAL CE 2023: APX 130 ATTENDED.NEW MEMBER ORIENTATION REQUIRED EDUCATION DESIGNED FOR NEW MEMBERS ON TOPICS SUCH AS FAIR HOUSING, PROFESSIONAL STANDARDS, ANTI-TRUST, SAFETY, ASSOCIATION POLICIES ETC, BY EXPERIENCED INSTRUCTORS. 256 NEW MEMBERS IN 2023.TRIENNIAL ETHICS TRAINING REQUIRED COURSES OFFERED FOR MEMBERS TO COMPLETE NAR REALTOR MEMBERSHIP LEGAL UPDATES/MARKET OUTREACH - UPDATES ON TOPICAL LEGAL, REGULATORY, AND LOCAL ISSUES RELEVANT TO REAL ESTATE, AVAILABLE TO ALL MEMBERS.MEMBERSHIP MEETINGS - ANNUAL MEETING & ELECTIONS, INSTALLATION, AND EDUCATION SESSIONS. AVAILABLE TO ALL MEMBERS. ATTENDANCE 320REAL ESTATE DESIGNATION COURSES - RANW OFFERS EDUCATIONAL DESIGNATION COURSES IN CONJUNCTION WITH NATIONAL (NAR) AND WISCONSIN REALTORS ASSOCIATIONS (WRA) TO RAISE PROFESSIONALISM. MEMBER RECOGNITION - ANNUAL EXCELLENCE IN PROFESSIONALISM AWARDS FOR OUTSTANDING SERVICE TO THE INDUSTRY AND COMMUNITY.REAL ESTATE FORMS LOCAL ADDENDA TO STANDARD R.E. FORMS SPECIFIC TO NORTHEAST WISCONSIN REAL ESTATE MARKETS, CREATED WITH STATE ASSOCIATION FOR THE BENEFIT OF REGIONAL PRACTITIONERS AND THEIR CLIENTS AND CUSTOMERS. AVAILABLE TO ALL MEMBERS; WIDELY USED. GOVERNMENT AFFAIRSTHE ASSOCIATION, THROUGH ITS GOVERNMENT AFFAIRS DIRECTOR, EXECUTIVE VICE-PRESIDENT, LEADERSHIP AND VOLUNTEERS, ADVOCATES FOR THE ASSOCIATION, ITS MEMBERSHIP AND THE REAL ESTATE INDUSTRY IN ISSUES RELATED TO GOVERNMENT AND PUBLIC POLICY MATTERS VIA THE ACTIVITIES BELOW. ALL MEMBERS OF THE ASSOCIATION BENEFIT FROM THE ACCOMPLISHMENTS OF THESE EFFORTS AS THIS WORK IS OF DIRECT INTEREST TO THE ASSOCIATION AND DIRECTLY AFFECTS THE TRADE AND BUSINESS OF THE ASSOCIATION AND ITS MEMBERS. GA ACTIVITIES INCLUDE:MONITORING RELEVANT LEGISLATIVE AND PUBLIC POLICY MATTERS AT THE LOCAL GOVERNMENT LEVEL SUCH AS LAND USE REGULATIONS AND TAX AND FEE PROPOSALS THAT MAY HAVE A POTENTIAL IMPACT ON THE REAL ESTATE INDUSTRY AND COORDINATING GRASSROOTS ADVOCACY EFFORTS ON THOSE ISSUES.IN COORDINATION WITH THE WISCONSIN REALTORS ASSOCIATION (WRA) AND THE NATIONAL ASSOCIATION OF REALTORS (NAR), ENGAGING MEMBERS OF THE LOCAL ASSOCIATION IN GRASSROOTS ADVOCACY EFFORTS REGARDING LOCAL, STATE AND FEDERAL ISSUES.BUILDING PARTNERSHIPS AND COLLABORATION WITH ALLIED ORGANIZATIONS AS WELL AS PUBLIC OFFICIALS. GRASSROOTS MEMBER OUTREACH TO FACILITATE COMMUNICATION WITH LOCAL PUBLIC OFFICIALS AND CANDIDATES FOR LOCAL PUBLIC OFFICE.KEEPING MEMBERS INFORMED AND EDUCATED ON PUBLIC POLICY ISSUES RELATED TO THE REAL ESTATE INDUSTRY AND ACTIONS INVOLVING THE FEDERAL, STATE AND LOCAL ASSOCIATION VIA NEWSLETTERS, EMAIL UPDATES, WEBSITE AND OFFICE VISITS. ORGANIZING MEMBERS THROUGH COMMITTEES TO HELP PROVIDE INPUT AND DIRECTION REGARDING ASSOCIATION POSITIONS ON PUBLIC POLICY ISSUES RELATED TO THE TRADE AND BUSINESS OF THE MEMBERS.HELPING FORMULATE AND DISSEMINATE COMMUNICATION WITH THE MEDIA, SOMETIMES ACTING AS A SPOKESPERSON FOR THE ASSOCIATION.GOVERNMENT AFFAIRS COMMITTEE A FORUM FOR MEMBERS TO PROVIDE REGIONAL PERSPECTIVE ON PUBLIC POLICY REAL ESTATE ISSUES. ACTS AS A BASE TO EDUCATE MEMBERS AND PROMOTE INVOLVEMENT SUCH AS LETTER CAMPAIGNS AND/OR ATTENDANCE AT HEARINGS TO SUPPORT ACTION FAVORABLE TO HOUSING. ACTS AS A CLEARINGHOUSE OF RECOMMENDED POSITIONS TO THE RANW BOARD OF DIRECTORS.APPRAISER COMMITTEE/FORUM - REALTOR APPRAISER MEMBERS FOCUS ON THE NEEDS OF THEIR SPECIALTY FOR THE IMPROVEMENT OF APPRAISAL SERVICES; AS WELL AS PROMOTE EDUCATION. COMMERCIAL COUNCIL - A FORUM FOR REALTOR COMMERCIAL MEMBERS TO ADDRESS COMMERCIAL R.E. ISSUES.THE WISCONSIN COMMERCIAL INFORMATION EXCHANGE (WCIE) IS A COMMERCIAL LISTING SERVICE OF THE ASSOCIATION FOR MARKETING OF COMMERCIAL PROPERTIES AND THE PROMOTION OF ECONOMIC DEVELOPMENT IN NORTHEAST WISCONSIN. COMMUNICATIONSNEWSLETTER - MONTHLY NEWSLETTER PROVIDING REAL ESTATE NEWS; EDUCATION, EVENTS, TRAINING ETC. DISTRIBUTED TO ALL MEMBERS (OVER 2,500) AND ON PUBLIC WEBSITE.MEMBER EMAILS - ISSUE-BASED ALERTS TO ALL MEMBERS OR COMPANIES AS RELEVANT. ANNUAL REPORT - UPDATE OF ASSOCIATION ACTIVITIES DISTRIBUTED AT ANNUAL MEETING. AVAILABLE TO ALL MEMBERS.WEBSITE - CONTENT INCLUDES MEMBER INFO, GOVERNING DOCUMENTS, RULES, FORMS, ASSOCIATION AND INDUSTRY TOPICS, MLS AND PROFESSIONAL STANDARDS INFO, EDUCATION & EVENTS, LINKS TO ORGANIZATIONS. AVAILABLE TO ALL MEMBERS AND PUBLIC.MEMBERSHIP SEARCH & DIRECTORY - ANNUAL MEMBERSHIP DIRECTORY ONLINE FOR MEMBERS. (APPROXIMATELY 2,700).MESSAGING: THE ASSOCIATION SERVES AS THE LOCAL VOICE FOR R.E. REPORTING & PROMOTING REAL ESTATE TRENDS AND ISSUES. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 9 0 15 1 1 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X PAULA HALL 7152121711 W6124 AEROTECH DRIVE APPLETON WI 54914 MICHAEL SEWELL PRESIDENT 2.00 2.00 X X 0 0 0 DIANE CAMPSHURE-WALCZYK PRESIDENT ELECT 1.00 1.00 X X 600 600 0 PAT KASTER SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 ANDREW BEISER DIRECTOR 1.00 1.00 X 0 0 0 BENJAMIN LYONS DIRECTOR 1.00 1.00 X 0 0 0 JILL DICKSON-KESLER DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL KUNESH DIRECTOR 1.00 1.00 X 600 600 0 JENELLE BRUNO DIRECTOR 1.00 1.00 X 0 0 0 KC MAURER DIRECTOR 1.00 1.00 X 0 0 0 JUDD STEVENSON PAST PRESIDENT 1.00 1.00 X 0 0 0 MARGERY CHAPMAN EXECUTIVE VICE PRESIDENT (THROUGH FEB 2023) 34.00 34.00 X X 66991 66991 19652 PAULA HALL EXECUTIVE VICE PRESIDENT (STARTING MARCH 2023) 34.00 34.00 X X 54012 54012 10042 122203 122203 29694 0 0 1 0 0 ADMINISTRATIVE SERVICE 561000 665897 665897 MEMBERSHIP DUES & FEES 531390 553896 553896 EDUCATIONAL SERVICES 531390 3333 3333 1223126 32945 32945 79283 54630 24653 24653 24653 164512 150741 13771 13771 13771 19572 3197 16375 16375 MISCELLANEOUS INCOME 900099 77190 77190 TRANSFER FEES 900099 3960 3960 81150 1392020 1304276 16375 71369 120408 910348 90556 77577 2616 17056 6936 54 37445 53874 3294 24745 3269 21727 MEMBERSHIP EVENTS 55494 MISCELLANEOUS EXPENSE 37091 PRODUCTS AND SERVICES 28535 1491025 36493 41232 675040 661762 18856 40522 907 771 4781 16468 1370221 822162 535297 548059 1316699 1570272 3052143 3579663 5640216 6458749 196990 237475 437681 552377 165726 149316 106738 135517 907135 1074685 X 4733081 5384064 4733081 5384064 5640216 6458749 X -99005 222468 527520 X X 1 X 0 1 0 REALTORS POLITICAL ACTION COMMITTEE 4801 FOREST RUN ROAD 201 MADISON WI 53704 237082147 14388 0 0 0 535316 6037 1045 7082 6864 218 PART I-A, LINE 1: DIRECT LOBBYING EXPENSES ARE PRIMARILY RELATED TO LOCAL GOVERNMENT ADVOCACY EFFORTS BY THE GOVERNMENT AFFAIRS DIRECTOR, SPECIFICALLY TIME AND MILEAGE AND A MINIMAL AMOUNT OF OTHER EXPENSES, INCLUDING ANY TRAVEL-RELATED EXPENSES. 147980 147980 1051542 703179 348363 170699 118983 51716 548059 INVESTMENT IN REALTORS ASSOC OF NORTHEAST WI - MULTIPLE LISTING SERVICE INC 3579663 3579663 DEFERRED COMPENSATION 105000 FINANCE LEASE OBLIGATION 30517 135517 X 1 1 X X X X X 0 1 0 MARGERY CHAPMAN EXECUTIVE VICE PRESIDENT (THROUGH FE 66589 66589 0 0 402 402 8020 8020 1806 1806 76817 76817 0 0 PART I, LINE 1A COMPENSATION FOR COMPANION TRAVEL IS LIMITED TO PRESIDENT, PRESIDENT-ELECT OR NAR DIRECTOR REPRESENTATIVE. FLAT AMOUNT OF $600 PER TRIP, SUBJECT TO A TRAVEL POLICY APPROVED BY THE BOARD OF DIRECTORS. PRESIDENT OR PRESIDENT-ELECT MAY ALSO RECEIVE A SUM FOR NON-MEETING OPTIONAL EVENTS TIED TO NAR CONFERENCES. BOTH OF THESE ARE REPORTED ON COMPENSATION PAGE. OTHER COMPENSATION TO MEMBER VOLUNTEERS IS LIMITED TO REIMBURSEMENT OF BUSINESS EXPENSES WITH RECEIPTS AS REQUIRED BY IRS. PART I, LINE 4B THE ORGANIZATION HAS A DEFERRED COMPENSATION AGREEMENT WITH ITS EXECUTIVE VICE PRESIDENT PROVIDING BENEFITS TO BE PAID AS A LUMP SUM DISTRIBUTION WITHIN 90 DAYS OF RETIREMENT, DISABILITY, OR CHANGE IN CONTRACT. THE LIABILITY FOR THIS ARRANGEMENT IS SHARED BETWEEN THE ORGANIZATION AND THEIR WHOLLY OWNED CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL BE EIGHT CLASSES OF MEMBERS, AS FOLLOWS: (A) REALTOR MEMBERS (B) INSTITUTE AFFILIATE MEMBERS (C) AFFILIATE MEMBERS (D) PUBLIC SERVICE MEMBERS (E) HONORARY MEMBERS (F) STUDENT MEMBERS (G) LIFE MEMBERS (H) SPECIAL SERVICES EMPLOYEE MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT THE DIRECTORS OF THE GOVERNING BODY AND OFFICERS ARE ELECTED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS CANNOT INCUR ANY OBLIGATION IN EXCESS OF $100.00 OVER THE AVAILABLE FUNDS ON HAND WITHOUT AUTHORIZATION BY VOTE OF A MAJORITY OF THE MEMBERS AT WHICH A QUORUM IS PRESENT FOR THE TRANSACTION OF BUSINESS. WITHIN 30 DAYS FROM THE DATE OF PUBLICATION OF ANY BOARD APPROVED AMENDMENTS TO THE BYLAWS NOT REQUIRED BY THE NATIONAL ASSOCIATION OF REALTORS, IF A PETITION IS SIGNED BY 5% OF THE MEMBERS ELIGIBLE TO VOTE, THEN THE AMENDMENT(S) IN QUESTION SHALL BE SUBMITTED TO THE MEMBERS FOR A VOTE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS, INCLUDING THE EXECUTIVE COMMITTEE, PRIOR TO SUBMISSION OF THE FINAL RETURN. ANY ISSUES ARE IMMEDIATELY ADDRESSED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS GIVEN A COPY OF THE CONFLICT POLICY EACH YEAR AND SIGNS AN ACKNOWLEDGMENT. OFFICERS AND DIRECTORS SHALL PROMPTLY DISCLOSE ALL MATERIAL FINANCIAL INTERESTS AND ANY OTHER CIRCUMSTANCES WHICH MAY RESULT IN A MATERIAL CONFLICT OF INTEREST TO THE EXECUTIVE VICE PRESIDENT. THE DISCLOSURE SHALL BE MADE NO LATER THAN THREE DAYS PRIOR TO THE DISCUSSION OF ANY MATTER RELATING TO THE FINANCIAL INTEREST OR OTHER CONFLICT OF INTEREST. THE RANW EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL SHALL DETENMINE IF A MATERIAL CONFLICT OF INTEREST EXISTS. IF IT IS DECIDED THAT A MATERIAL CONFLICT OF INTEREST EXISTS, THE DIRECTOR OR OFFICER SHALL BE PROMPTLY NOTIFIED OF THE DECISION. IF THE MATERIAL CONFLICT OF INTEREST RELATES TO A MATTER WHICH IS THE SUBJECT OF CURRENT OR UPCOMING DISCUSSION, THE DIRECTOR OR OFFICER SHALL NOT: 1) PARTICIPATE IN THE DISCUSSION OF THE MATTER WITHOUT FULL DISCLOSURE OF THE MATERIAL CONFLICT OF INTEREST PRIOR TO PARTICIPATION IN THE DISCUSSION; 2) VOTE ON ANY MATTER FOR WHICH THE DIRECTOR OR OFFICER HAS A MATERIAL CONFLICT OF INTEREST. THE BOARD MAY ASK DIRECTORS WITH MATERIAL CONFLICTS OF INTEREST TO LEAVE THE MEETING DURING DISCUSSION OF THE MATTER GIVING RISE TO THE CONFLICT. THE BOARD MINUTES SHOULD STATE WHICH DIRECTORS OR OFFICERS WERE PRESENT FOR THE DISCUSSION, THE CONTENT OF THE DISCUSSION AND ANY ROLL CALL OF THE VOTE. FORM 990, PART VI, SECTION B, LINE 15A IF COMPENSATION CHANGES BEYOND CPI (WHICH IS APPROVED BY FINANCE COMMITTEE AND BOARD OF DIRECTORS), REVIEW CHAMBER SURVEYS, ASSOCIATION MANAGEMENT INDUSTRY SURVEYS, OR OTHER SIMILAR ORGANIZATIONS IN THE STATE AND NATIONALLY. COMPENSATION DECISIONS ARE MADE BY INDIVIDUALS WHO DO NOT HAVE ANY CONFLICT OF INTEREST IN THE DECISION BEING MADE. ALL COMPENSATION DECISIONS ARE SUBSTANTIATED WHEN THERE IS A CHANGE IN COMPENSATION. TOP MANAGEMENT OFFICIAL'S COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS AND PERSONNEL COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS & CONFLICT OF INTEREST POLICY ARE POSTED ON THE ASSOCIATION'S WEBSITE AND DISTRIBUTED TO DIRECTORS EACH YEAR. FINANCIAL STATEMENTS AVAILABLE ON REQUEST UNLESS COMPETITIVE SENSITIVITY WARRANTS OTHERWISE. FORM 990, PART XI, LINE 9: EQUITY IN UNDISTRIBUTED NET INCOME OF SUBSIDIARY 527,520. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR. REALTORS ASSOCIATION OF NORTHEAST WISCONSIN POLITICAL ACTION COMMITTEE W6124 AEROTECH DRIVE APPLETON WI 54914 872678640 POLITICAL ADVOCACY WI 527 REALTORS ASSOCIATION OF NORTHEAST WISCONSIN INC 1 REALTORS ASSOCIATION OF NORTHEAST WISCONSIN MULTIPLE LISTING SERVICES INC W6124 AEROTECH DRIVE APPLETON WI 54914 391041104 TO ENHANCE COOPERATION AMONG MARKET PARTICIPANTS WI REALTORS ASSOCIATION OF NORTHEAST WISCONSIN MULTIPLE LISTING SERVICES INC C 2120717 4181178 1.00000 1 1 0 0 0 1 0 0 0 0 1 0 1 0 1 1 0 1 0 0 REALTORS ASSOCIATION OF NORTHEAST WISCONSIN MULTIPLE LISTING SERVICES INC A 79283 FMV REALTORS ASSOCIATION OF NORTHEAST WISCONSIN MULTIPLE LISTING SERVICES INC L 630799 FMV PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST: NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION: REALTORS ASSOCIATION OF NORTHEAST WISCONSIN MULTIPLE LISTING SERVICES, INC. EIN: 39-1041104 W6124 AEROTECH DRIVE, APPLETON, WI 54914 PRIMARY ACTIVITY: TO ENHANCE COOPERATION AMONG MARKET PARTICIPANTS DIRECT CONTROLLING ENTITY: REALTORS ASSOCIATION OF NORTHEAST WISCONSIN MULTIPLE LISTING SERVICES, INC. PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST: NAME OF ORGANIZATION: REALTORS ASSOCIATION OF NORTHEAST WISCONSIN MULTIPLE LISTING SERVICES, INC. DIRECT CONTROLLIING ENTITY: REALTORS ASSOCIATION OF NORTHEAST WISCONSIN MULTIPLE LISTING SERVICES, INC. PART V, LINE 2(1) THE ORGANIZATION RECEIVES FAIR VALUE RENT FROM ITS 100% OWNED SUBSIDIARY. ALL OF THE RENT MEETS THE DEFINITION OF A QUALIFYING SPECIFIED PAYMENT AND IS NOT IN EXCESS OF FAIR MARKET VALUE. THEREFORE, NO AMOUNT IS CURRENTLY SUBJECTED TO UNRELATED BUSINESS INCOME.