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Helena Association Of Realtors

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$517k (2023)

20112023 $0$200k$400k$600k

Expenses
$397k (2023)

20112023 $0$100k$200k$300k$400k$500k

Total Assets
$1.25M (2023)

20112023 $0$500k$1M$1.5M

Total Liabilities
$197k (2023)

20112023 $0$50k$100k$150k$200k$250k
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$517,413
Expenses
$396,788
Net Income
$120,625
Net Assets
$1,053,704
Notable Sources of Revenue Percent of Total Revenue
Contributions $256,905
49.7%
Program Services $250,495
48.4%
Investment Income $3
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $6,874
1.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,528
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $90,282
22.8%
Professional Fundraising Fees $0
Other Salaries and Wages $77,481
19.5%
Assets/Debt
Total Assets $1,250,772
Total Liabilities $197,068
Net Assets $1,053,704
Compensation
Key Employees and Officers Compensation Related Other
Desirae Lindquist (Executive Dir.) $90,282 $0 $0
John Rausch (Director) $0 $0 $0
Roberta Hurni (Director) $0 $0 $0
Jessica Moore (President) $0 $0 $0
Dan Senecal (Director) $0 $0 $0
Angie Enger (Director) $0 $0 $0
Cortney Senecal (Director) $0 $0 $0
Jenni Swartz (Director) $0 $0 $0
Steve Youde (Director) $0 $0 $0
Kristin Kerr (Past President) $0 $0 $0
Jenna Simanton (President Elect) $0 $0 $0
Mark Stahly (Director) $0 $0 $0
Tana Bignell (Director) $0 $0 $0
Joe Mueller (Director) $0 $0 $0
Freyja Bell (Director) $0 $0 $0
Jill Burger (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$459,471
Expenses
$414,961
Net Income
$44,510
Net Assets
$516,568
Notable Sources of Revenue Percent of Total Revenue
Contributions $247,991
54.0%
Program Services $210,333
45.8%
Investment Income $16
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$5,732
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $102,873
24.8%
Professional Fundraising Fees $0
Other Salaries and Wages $105,032
25.3%
Assets/Debt
Total Assets $704,749
Total Liabilities $188,181
Net Assets $516,568
Compensation
Key Employees and Officers Compensation Related Other
George Harris (Prior Ceo) $59,335 $0 $0
Desirae Lindquist (Executive Dir.) $43,538 $0 $0
John Rausch (Director) $0 $0 $0
Roberta Hurni (Director) $0 $0 $0
Jessica Moore (President Elect) $0 $0 $0
Dan Senecal (Director) $0 $0 $0
Angie Enger (Director) $0 $0 $0
Aubrey Hutchison (Past President) $0 $0 $0
Cortney Senecal (Director) $0 $0 $0
Jenni Swartz (Director) $0 $0 $0
Phil Shields (Director) $0 $0 $0
Cindy Stevick (Director) $0 $0 $0
Freyja Bell (Director) $0 $0 $0
Steve Youde (Director) $0 $0 $0
Kristin Kerr (President) $0 $0 $0
Jill Burger (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$399,507
Expenses
$386,282
Net Income
$13,225
Net Assets
$472,058
Notable Sources of Revenue Percent of Total Revenue
Contributions $212,835
53.3%
Program Services $202,273
50.6%
Investment Income $17
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$19,489
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $314
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $73,009
18.9%
Professional Fundraising Fees $0
Other Salaries and Wages $92,090
23.8%
Assets/Debt
Total Assets $663,752
Total Liabilities $191,694
Net Assets $472,058
Compensation
Key Employees and Officers Compensation Related Other
George Harris (Prior Ceo) $73,009 $0 $0
Kristin Kerr (Director) $0 $0 $0
Shawn Moore (Director) $0 $0 $0
John Rausch (Director) $0 $0 $0
Roberta Hurni (Director) $0 $0 $0
Jessica Jones Moore (Director) $0 $0 $0
Didi Peccia (Director) $0 $0 $0
Dan Senecal (Director) $0 $0 $0
Erik Schweitzer (Director) $0 $0 $0
Angie Enger (Director) $0 $0 $0
Phil Shields (Director) $0 $0 $0
Jenna Simanton (Director) $0 $0 $0
Cindy Stevick (Director) $0 $0 $0
Desirae Lindquist (Executive Dir.) $0 $0 $0
Joe Mueller (Treasurer) $0 $0 $0
Aubrey Hutchison (President Elect) $0 $0 $0
Jenni Swartz (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$375,571
Expenses
$334,762
Net Income
$40,809
Net Assets
$458,833
Notable Sources of Revenue Percent of Total Revenue
Contributions $207,544
55.3%
Program Services $163,831
43.6%
Investment Income $12
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $3,904
1.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $76,024
22.7%
Professional Fundraising Fees $0
Other Salaries and Wages $71,387
21.3%
Assets/Debt
Total Assets $600,493
Total Liabilities $141,660
Net Assets $458,833
Compensation
Key Employees and Officers Compensation Related Other
George Harris (Ceo) $76,024 $0 $0
Kristin Kerr (Director) $0 $0 $0
Mary Hibbard (Director) $0 $0 $0
John Rausch (Director) $0 $0 $0
Didi Peccia (Director) $0 $0 $0
Tina Petersen (Director) $0 $0 $0
Charlotte Snyder (Director) $0 $0 $0
Erik Schweitzer (Director) $0 $0 $0
Angie Enger (Director) $0 $0 $0
Tobi Mcdonnell (Director) $0 $0 $0
Justin Willcut (Director) $0 $0 $0
Phil Shields (Director) $0 $0 $0
Jenna Simanton (Director) $0 $0 $0
Cindy Stevick (Director) $0 $0 $0
Freda Wilkinson (Past President) $0 $0 $0
Joe Mueller (Treasurer) $0 $0 $0
Aubrey Hutchison (President Elect) $0 $0 $0
Jenni Swartz (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$308,339
Expenses
$298,720
Net Income
$9,619
Net Assets
$424,389
Notable Sources of Revenue Percent of Total Revenue
Contributions $179,466
58.2%
Program Services $129,948
42.1%
Investment Income $12
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$7,986
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $63,957
21.4%
Professional Fundraising Fees $0
Other Salaries and Wages $43,991
14.7%
Assets/Debt
Total Assets $568,529
Total Liabilities $144,140
Net Assets $424,389
Compensation
Key Employees and Officers Compensation Related Other
George Harris (Ceo) $63,957 $0 $0
Laurie Koutnik (Past President) $0 $0 $0
Mary Hibbard (Director) $0 $0 $0
John Rausch (Director) $0 $0 $0
Freda Wilkinson (President) $0 $0 $0
Joe Mueller (Treasurer) $0 $0 $0
Didi Peccia (Director) $0 $0 $0
Tina Peterson (Director) $0 $0 $0
Josh Ahmann (Director) $0 $0 $0
Erik Schweitzer (Director) $0 $0 $0
Jenna Simanton (Director) $0 $0 $0
Jeri Matthews (Director) $0 $0 $0
Tobie Mcdonnell (Director) $0 $0 $0
Justin Willcut (Director) $0 $0 $0
Jenni Swartz (President Elect) $0 $0 $0
Cindy Stevick (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$298,343
Expenses
$223,881
Net Income
$74,462
Net Assets
$418,770
Notable Sources of Revenue Percent of Total Revenue
Contributions $166,236
55.7%
Program Services $120,880
40.5%
Investment Income $12
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,190
1.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,691
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $46,650
20.8%
Professional Fundraising Fees $0
Other Salaries and Wages $38,680
17.3%
Assets/Debt
Total Assets $601,154
Total Liabilities $182,384
Net Assets $418,770
Compensation
Key Employees and Officers Compensation Related Other
George Harris (Ceo) $0 $0 $0
Laurie Koutnik (President) $0 $0 $0
Mary Hibbard (Director) $0 $0 $0
John Rausch (Past President) $0 $0 $0
Freda Wilkinson (President Elect) $0 $0 $0
Joe Mueller (Treasurer) $0 $0 $0
Didi Peccia (Director) $0 $0 $0
Tina Peterson (Director) $0 $0 $0
Josh Ahmann (Director) $0 $0 $0
Colette Holstine (Director) $0 $0 $0
Jack Rhodes (Director) $0 $0 $0
Jeri Matthews (Director) $0 $0 $0
Tobi Mcdonnell (Director) $0 $0 $0
Justin Willcut (Director) $0 $0 $0
Jenni Swartz (Director) $0 $0 $0
Cindy Stevick (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$315,886
Expenses
$252,897
Net Income
$62,989
Net Assets
$344,308
Notable Sources of Revenue Percent of Total Revenue
Contributions $198,073
62.7%
Program Services $134,907
42.7%
Investment Income $10
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$26,919
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,947
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $78,490
31.0%
Professional Fundraising Fees $0
Other Salaries and Wages $35,255
13.9%
Assets/Debt
Total Assets $513,780
Total Liabilities $169,472
Net Assets $344,308
Compensation
Key Employees and Officers Compensation Related Other
Mark Simonich (Executive Dir.) $78,490 $0 $0
Bryan Ballou (Past President) $0 $0 $0
Mary Hibbard (President) $0 $0 $0
John Rausch (President Elect) $0 $0 $0
Kris Lane (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$278,867
Expenses
$250,437
Net Income
$28,430
Net Assets
$281,319
Notable Sources of Revenue Percent of Total Revenue
Contributions $156,352
56.1%
Program Services $141,272
50.7%
Investment Income $10
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$21,256
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,847
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $85,592
34.2%
Professional Fundraising Fees $0
Other Salaries and Wages $37,782
15.1%
Assets/Debt
Total Assets $478,289
Total Liabilities $196,970
Net Assets $281,319
Compensation
Key Employees and Officers Compensation Related Other
Mark Simonich (Executive Dir.) $85,592 $0 $0
Bryan Ballou (President) $0 $0 $0
Mary Hibbard (President Elect) $0 $0 $0
Alice Santos (Past President) $0 $0 $0
Joe Mueller (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$340,991
Expenses
$249,435
Net Income
$91,556
Net Assets
$249,898
Notable Sources of Revenue Percent of Total Revenue
Contributions $235,700
69.1%
Program Services $130,774
38.4%
Investment Income $21
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$35,896
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,088
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $84,406
33.8%
Professional Fundraising Fees $0
Other Salaries and Wages $41,471
16.6%
Assets/Debt
Total Assets $417,634
Total Liabilities $167,736
Net Assets $249,898
Compensation
Key Employees and Officers Compensation Related Other
Mark Simonich (Executive Dir.) $84,406 $0 $0
Bryan Ballou (President Elect) $0 $0 $0
Cindy Stevick (Past President) $0 $0 $0
Alice Santos (President) $0 $0 $0
Joe Mueller (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$245,655
Expenses
$207,133
Net Income
$38,522
Net Assets
$158,342
Notable Sources of Revenue Percent of Total Revenue
Contributions $173,256
70.5%
Program Services $98,046
39.9%
Investment Income $18
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$31,904
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,063
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $74,788
36.1%
Professional Fundraising Fees $0
Other Salaries and Wages $37,726
18.2%
Assets/Debt
Total Assets $354,778
Total Liabilities $196,436
Net Assets $158,342
Compensation
Key Employees and Officers Compensation Related Other
Mark Simonich (Executive Dir.) $74,788 $0 $0
Mike Casey (Past President) $0 $0 $0
Cindy Stevick (President) $0 $0 $0
Alice Santos (President Elect) $0 $0 $0
Joe Mueller (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$224,144
Expenses
$150,093
Net Income
$74,051
Net Assets
$119,820
Notable Sources of Revenue Percent of Total Revenue
Contributions $143,220
63.9%
Program Services $79,802
35.6%
Investment Income $21
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $950
0.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $151
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $60,192
40.1%
Professional Fundraising Fees $0
Other Salaries and Wages $26,054
17.4%
Assets/Debt
Total Assets $263,896
Total Liabilities $144,076
Net Assets $119,820
Compensation
Key Employees and Officers Compensation Related Other
Mark Simonich (Executive Dir.) $60,192 $0 $0
Mike Casey (President) $0 $0 $0
Cindy Stevick (President Elect) $0 $0 $0
Larry Brown (Past President) $0 $0 $0
Joe Mueller (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$249,496
Expenses
$161,815
Net Income
$87,681
Net Assets
$45,769
Notable Sources of Revenue Percent of Total Revenue
Contributions $175,880
70.5%
Program Services $73,513
29.5%
Investment Income $30
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $73
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $81,583
50.4%
Professional Fundraising Fees $0
Other Salaries and Wages $12,006
7.4%
Assets/Debt
Total Assets $185,204
Total Liabilities $139,435
Net Assets $45,769

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$201,484
Expenses
$211,210
Net Income
-$9,726
Net Assets
-$41,912
Notable Sources of Revenue Percent of Total Revenue
Contributions $163,891
81.3%
Program Services $36,473
18.1%
Investment Income $289
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $831
0.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $96,459
45.7%
Professional Fundraising Fees $0
Other Salaries and Wages $26,697
12.6%
Assets/Debt
Total Assets $169,900
Total Liabilities $211,812
Net Assets -$41,912

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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