Check before you give

Southwest Montana Realtors

EIN 81-0386428 · Bozeman, MT

Public records raise at least one point you should look into before giving.

What it says it does

EMPOWER MEMBERS IN AN EVER-EVOLVING INDUSTRY BY FOSTERING EXCELLENCE AND INNOVATION TO BUILD VIBRANT COMMUNITIES THROUGH THE POWER OF REAL ESTATE.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate

We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate

This return does not answer enough of the governance questions to score.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)

THE SOUTHWEST MONTANA REALTORS HAS A TOTAL OF 1,460 REALTOR, APPRAISER, AND AFFILIATE MEMBERS. THE ASSOCIATION MONITORS AND ENGAGES IN LOCAL GOVERNMENT ISSUES ASSOCIATED WITH REAL ESTATE, PROPERTY RIGHTS, AND HOUSING POLICIES. THE ASSOCIATION PRODUCES A WEEKLY E-NEWSLETTER, BI-MONTHLY E-MAGAZINE, DEDICATED EMAILS, ONLINE PLATFORMS, A MEMBER PORTAL, NETWORKING OPPORTUNITIES, RECOGNITION PROGRAMS, LEADERSHIP DEVELOPMENT, AND CUSTOMER SUPPORT TO PROVIDE EDUCATIONAL INFORMATION, EDUCATION COURSES, AND TO KEEP MEMBERS INFORMED OF REGULATORY ISSUES AND INDUSTRY STANDARDS TO HELP ENSURE COMPLIANCE AND INVOLVEMENT AT THE COMMUNITY LEVEL. THE ASSOCIATION ENFORCES THE REALTOR CODE OF ETHICS BY ADMINISTERING GRIEVANCE PROCEDURES, ETHICS HEARINGS, AND ARBITRATION SERVICES TO MAINTAIN TRUST AND PROFESSIONALISM WITHIN THE REAL ESTATE COMMUNITY AND THE PUBLIC. IT ALSO SUPPORTS HOUSING-RELATED NONPROFIT ORGANIZATIONS AND PUBLIC OUTREACH INITIATIVES THROUGH VOLUNTEERISM AND CHARITABLE GIVING.THE ASSOCIATION PUTS ON CONTINUING EDUCATION COURSES THROUGH WEBINARS AND ONLINE PLATFORMS FOR ITS MEMBERS EACH MONTH TOTALING UP TO 71 TOTAL CREDIT HOURS PER YEAR.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate

Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since June 1996.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.