Montana Association of Realtors
The mission of mar is to advocate for its members and to protect the rights of property owners.
Key facts about Montana Association of Realtors
In short: Montana Association of Realtors gave $60K across 2 grants in 2024 (avg $30K), mostly in Illinois. Source: 2024 IRS Form 990.
- EIN
- 81-0306171
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $60,000
- Grants made (2024)
- 2
- Average grant
- $30,000
- Median grant
- $30,000
- Total assets
- $7,824,065
- Primary geography
- Illinois (83% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$7.8M
+16.7% YoY
Annual Giving
$60K
Grant Count
2
Avg Grant Size
$30K
About Montana Association of Realtors
Based on IRS filings
Montana Association of Realtors is a public charity, based in Helena, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.8M in total assets. In 2024, it awarded 2 grants totaling $60K. Net investment income was $214K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 2 grants totaling $60K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Realtors Relief Foundation ($50K). Together the top 2 received $60K.
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 1 grant of 2 (50%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Realtors Relief Foundation Chicago, IL | Housing-Related Assistance to Disaster Impacted Communities | $50,000 |
| Montana Stockgrowers Foundation Helena, MT | Wildfire Relief Fund | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,824,065 | $6,704,420 | $6,094,362 |
| Revenue | $2,727,641 | $2,475,545 | $2,119,143 |
| Expenses | $2,093,310 | $2,080,243 | $1,852,261 |
| Net Investment Income | $213,771 | $187,294 | $36,913 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Montana Association of Realtors is led by Kaaren Winkler, CEO on every filing since 2021; 5 of 70 officers listed in 2024 are compensated.
Officers on the 2024 filing
Kaaren Winkler
CEO
On filings since 2021
40 hrs/week
$140K (2021) → $160K (2024)
Dj Smith
President
Local President - Mor → President, 2024
On filings since 2020
4.5 hrs/week
$7K (2024)
John Rausch
Gov't Affairs Chair
Director - Har → Gov't Affairs Chair, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Shannon Hilliard
Risk Management Chair
Director - Mor → Local President - Mor, 2021
Local President - Mor → Risk Management Chair, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Beth Duke
Association Management Chair
Local President - Gfar → Association Management Chair, 2024
On filings since 2022
0.5 hrs/week
No compensation reported
Courtney Wahlberg
Ypn Chair
New on the 2024 filing
0.5 hrs/week
No compensation reported
Kat Dodd
Communications Chair
New on the 2024 filing
0.5 hrs/week
No compensation reported
Katie Carlson
Dei Chair
New on the 2024 filing
0.5 hrs/week
No compensation reported
Tammy Hall
Professional Development Chair
New on the 2024 filing
0.5 hrs/week
No compensation reported
Shanna Semmens
Operations Director
New on the 2024 filing
40 hrs/week
$101K (2024)
Bill Leininger
Director
First Vice President → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Brian Nicodemus
Director
Director - Nmar → Dei Chair, 2023
Dei Chair → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Brian Tudor
Director
Director - Gar → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Brint Wahlberg
Director
Director - Mor → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Claire Gillam
Director
Associate Management Chair → Director - Gar, 2023
Director - Gar → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Crystal Ault
Director
Director - Mor → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Deb Kelly
Director
Director - Park Co → Director - Gar, 2022
Director - Gar → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Denise Kelly
Director
Director - Gar → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Dennis Cook
Director
Local President - Bar → Director - Bar, 2023
Director - Bar → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Gary Koepplin
Director
Treasurer → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Jannie Wiseman
Director
Director - Gar → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Jenni Swartz
Director
Local President - Helena → Director - Har, 2023
Director - Har → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Jim Dea
Director
Local President - Gfar → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Lacy Browne
National Director
Local President - Gar → Director - Gar, 2022
Director - Gar → National Director, 2023
On filings since 2020
0.5 hrs/week
No compensation reported
Lanissa Fortner
Director
Director - Bar → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Margaret Asay
Director
Director - Gar → Communications Chair, 2023
Communications Chair → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Matt Rosbarsky
Director
Director - Mor → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Rich Mayo
Director
Director - Gar → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Ron Boyd
Director
Director - Bar → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Stephanie Patterson
Director
Communications Chair → Director - Bar, 2023
Director - Bar → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Tara Harbin
Director
Director - Nmar → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Tim Lund
Director
National Director → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Doryce Hawkins
Director
Director - Nmar → Director, 2024
On filings since 2021
0.5 hrs/week
No compensation reported
Jennifer Benski
Director
Director - Gfar → Director, 2024
On filings since 2021
0.5 hrs/week
No compensation reported
Jennifer Shea
Director
Director - Rmar → Director, 2024
On filings since 2021
0.5 hrs/week
No compensation reported
Jesse Plevel
Director
Director - Nmar → Director, 2024
On filings since 2021
0.5 hrs/week
No compensation reported
Lynnette Robinson
Director
Associate Management Chair → Director - Mor, 2023
Director - Mor → Director, 2024
On filings since 2021
0.5 hrs/week
No compensation reported
Bethany Taylor
Director
Director - Mor → Director, 2024
On filings since 2022
0.5 hrs/week
No compensation reported
Billie Parrott
Director
Director - Bar → Ypn Chair, 2023
Ypn Chair → Director, 2024
On filings since 2022
0.5 hrs/week
No compensation reported
Cindy Lanier
Director
Director - Nmar → Director, 2024
On filings since 2022
0.5 hrs/week
No compensation reported
Clay Seccomb
Director
Ypn Chair → Director, 2024
On filings since 2022
0.5 hrs/week
No compensation reported
Jennifer Hargett
Director
Director - Nmar → Director, 2024
On filings since 2022
0.5 hrs/week
No compensation reported
Joanna Harper
Director
Local President - Gar → Director - Gar, 2023
Director - Gar → Director, 2024
On filings since 2022
0.5 hrs/week
No compensation reported
Jolene Tatum
Director
Director - Mor → Professional Development Chair, 2023
Professional Development Chair → Director, 2024
On filings since 2022
0.5 hrs/week
No compensation reported
Laura Drager
Director
Director - Bar → Director, 2024
On filings since 2022
0.5 hrs/week
No compensation reported
Mike Kent
Director
Director - Bvbor → Director, 2024
On filings since 2022
0.5 hrs/week
No compensation reported
Alan Habel
Director
Director - Nmar → Director, 2024
On filings since 2023
0.5 hrs/week
No compensation reported
Annelise Hedahl
Director
Director - Mor → Director, 2024
On filings since 2023
0.5 hrs/week
No compensation reported
Hattie Graham
National Director
Gov Affairs Chair → National Director, 2024
On filings since 2023
0.5 hrs/week
No compensation reported
Max Coleman
Director
Director- Bvbor → Director, 2024
On filings since 2023
0.5 hrs/week
No compensation reported
Angie Enger
Director
New on the 2024 filing
0.5 hrs/week
No compensation reported
Bob Pauley
Director
New on the 2024 filing
0.5 hrs/week
No compensation reported
Dan Senecal
Director
New on the 2024 filing
0.5 hrs/week
No compensation reported
Jessica Moore
Director
New on the 2024 filing
0.5 hrs/week
No compensation reported
Kristi Holmlund
Director
New on the 2024 filing
0.5 hrs/week
No compensation reported
Mark Corner
Director
New on the 2024 filing
0.5 hrs/week
No compensation reported
Markee Richards
Director
New on the 2024 filing
0.5 hrs/week
No compensation reported
McCullough Roach
Director
New on the 2024 filing
0.5 hrs/week
No compensation reported
Melissa Dascoulias
Director
New on the 2024 filing
0.5 hrs/week
No compensation reported
Melissa Walter
Director
New on the 2024 filing
0.5 hrs/week
No compensation reported
Mikayla Kovash
Director
New on the 2024 filing
0.5 hrs/week
No compensation reported
Ryan Ross
Director
New on the 2024 filing
0.5 hrs/week
No compensation reported
Tom Gierhan
Director
New on the 2024 filing
0.5 hrs/week
No compensation reported
Gary Shea
Treasurer
Local President - Rmar → Ra - Central Mt, 2021
Ra - Central Mt → Treasurer, 2024
On filings since 2020
2 hrs/week
$3K (2024)
Robin Wallace
President-Elect
Local President - Nmar → First Vice President, 2023
First Vice President → President-Elect, 2024
On filings since 2020
0.5 hrs/week
$3K (2024)
Angela Klein-Hughes
First Vice President
Director - Bar → First Vice President, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Brenda Miller
Ra - Western Mt
Director - Nmar → Associate Management Chair, 2023
Associate Management Chair → Ra - Western Mt, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Mark Dobrenski
Immediate Past President
President Elect → President, 2023
President → Immediate Past President, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Jim Gingery
Ra - Central Mt
Director - Gar → Ra - Central Mt, 2024
On filings since 2022
0.5 hrs/week
No compensation reported
Rochelle Houghton
Ra - Eastern Mt
Director - Bar → Ra - Eastern Mt, 2024
On filings since 2023
0.5 hrs/week
No compensation reported
Former officers (81)
- Former: Ashley Friesen (2020–2023) — Director - Gfar
- Former: Candis Dorsch (2020–2023) — Executive Committee Representative
- Former: Cindy Stevick (2020–2023) — Director - Har
- Former: Daniel Klein (2020–2023) — Director - Bar
- Former: Don Pilotte (2020–2023) — Director - Gar
- Former: John Herring (2020–2023) — Risk Management Chair
- Former: Lorie Jean Schult (2020–2023) — Ra - Central Mt
- Former: Michelle Haverstick (2020–2023) — Director - Gar
- Former: Robert Bob Pauley (2020–2023) — Director - Bvbor
- Former: Andrew Burgi (2021–2023) — Director - Nmar
- Former: Derek Dj Smith (2021–2023) — President-Elect
- Former: Jean Jeanie Deetz (2021–2023) — Director - Nmar
- Former: John Carlson (2021–2023) — Ra - Eastern Mt
- Former: Joshua Lind (2021–2023) — Director - Gfar
- Former: Richard Rich Mayo (2021–2023) — Director - Gar
- Former: Ronald Ron Boyd (2021–2023) — Director - Bar
- Former: Timothy Tim Lund (2021–2023) — National Director
- Former: William Bill Leininger (2021–2023) — Imm Past President
- Former: Kathleen Dodd (2022–2023) — Ra - Western Mt
- Former: Mandy Snook (2022–2023) — Director - Mor
- Former: Tina West (2022–2023) — Director - Rmar
- Former: Carly McDonnell (2023) — Director - Mor
- Former: Curtis Wagner (2023) — Director - Nmar
- Former: Karen Burtch (2023) — Director- Rmar
- Former: Kelly Ecklund (2023) — Director - Gfar
- Former: Kristin Kerr (2023) — Director - Har
- Former: Liz Francis (2023) — Director - Bar
- Former: Sheri Jones (2023) — Director - Bvbor
- Former: James Jaymie Bowditch (2020–2022) — Legal Counsel
- Former: Mike Nugent (2020–2022) — Director - Mor
- Former: Richard Rick Robinson (2021–2022) — Director - Mor
- Former: Amanda Sanders (2022) — Director - Bar
- Former: Aubrey Hutchinson (2022) — Local President - Helena
- Former: Hattie Baker (2022) — Gov Affairs Chair
- Former: Nick Zimmer (2022) — Director - Gar
- Former: Russell Schwandt (2022) — Local President - Rmar
- Former: Sharon Dedmon (2022) — Local President - Bvbor
- Former: Sharon Virgin (2022) — Pro Development Chair
- Former: Tamara Balkenbush (2022) — Director - Nmar
- Former: Diane Beck (2020–2021) — Imm Past President
- Former: Dianne Click (2020–2021) — Director - Gar · Filing note: Resigned
- Former: Don Lohrenz (2020–2021) — Director - Bar
- Former: James Duncan (2020–2021) — Director - Park Co
- Former: Melissa Mooney (2020–2021) — Director - Mor
- Former: Michael Wojdylak (2020–2021) — Local President - Park Co
- Former: Patti Dundas (2020–2021) — Director - Bar
- Former: Ray Atteberry (2020–2021) — Director - Gar
- Former: Roger Gantz (2020–2021) — Director - Bvbor
- Former: Rose Cook (2020–2021) — Director - Bar
- Former: Sherry Shipley (2020–2021) — Local President - Bvbor
- Former: Trina White (2020–2021) — Director - Bar
- Former: Brinton Brint Wahlberg (2021) — Ra - Western Mt & Director - Mor
- Former: Charlotte Charlie Weber (2021) — Local President - Gfar
- Former: Cynthia Cindy Lanier (2021) — Director - Nmar
- Former: Debra Deb Kelly (2021) — Director - Park Co
- Former: Forrest Frosty Erben (2021) — Local President - Bar
- Former: Jacqueline Jackie Smart (2021) — Director - Nmar
- Former: James Jim Gingery (2021) — Director - Gar
- Former: Jenna Simanton (2021) — Ypn Chair
- Former: Mark Stahly (2021) — Risk Management Chair
- Former: Mary Ahmann-Hibbard (2021) — Director - Har
- Former: Richard Pylypuw (2021) — Director - Rmar
- Former: Ronda Tompers (2021) — Local President - Rmar
- Former: Tobie McDonnell (2021) — Director - Har
- Former: Vacant (2021) — Director - Nmar
- Former: Carly Kelley (2020) — Young Prof Devel Chair
- Former: Dan Wagner (2020) — National Director
- Former: Deb Parker (2020) — Local President - Bar
- Former: Freda Wilkinson (2020) — Local President - Helena
- Former: Gena Gremaux (2020) — Director - Gfar
- Former: Jackie Smart (2020) — Local President - Nmar
- Former: Jeanie Deetz (2020) — Director - Nmar
- Former: Jim Anderson (2020) — Immediate Past President
- Former: Karen Biron (2020) — Director - Nmar
- Former: Kayla Warburton (2020) — Director - Nmar
- Former: L. Marie Willson (2020) — Pro Development Chair
- Former: Mark Simonich (2020) — CEO
- Former: Mary Hibbard (2020) — Communications Chair & Director Har
- Former: Paul Drew (2020) — Director - Rmar
- Former: Rick Robinson (2020) — Director - Mor
- Former: Susan Smith (2020) — Director - Nmar
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $160K, to Kaaren Winkler (CEO). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Montana Association of Realtors
How much does Montana Association of Realtors give each year?
Montana Association of Realtors gave $60K across 2 grants in 2024, according to its 2024 IRS Form 990.
How large is Montana Association of Realtors?
Montana Association of Realtors reported $7.8M in total assets on its 2024 IRS Form 990. Its revenue that year was $2.7M.
Where does Montana Association of Realtors operate?
Montana Association of Realtors has awarded grants in Illinois, Montana.
What is Montana Association of Realtors's EIN?
Montana Association of Realtors's EIN (Employer Identification Number) is 81-0306171. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Montana Association of Realtors by hand.
Explore Open Grants
Browse active grant opportunities in Montana Association of Realtors's focus areas in our free grants database
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Montana Association of Realtors down — hundreds of funders to go?