BOARD OF DIRECTORS AGENDA 10:00 A.M. · • Aimee Melton, Omaha City Council, District 7 with a $5,000 RPAC Contribution RPAC Chair Dohse reported approximately $106,673 has been

2021 BOARD OF DIRECTORS

President Bill Swanson

President-Elect Megan Bengtson

Secretary/Treasurer Crystal Archer

2021 Directors Herb Freeman Annali Leach

Dakotah Smith

2022 Directors Brad Fricke

Angel Starks

2023 Directors Denise Poppen Jessica Sawyer

Ex-Officio Directors Jennifer Bixby

Susan Clark Jen Monjaras Eric Petersen

Chief Executive Officer Doug Rotthaus

The Omaha Area Board of REALTORS® Advocating for Homeowners

BOARD OF DIRECTORS AGENDA Wednesday, March 24, 2021 – 10:00 A.M.

I. Call to Order – President Bill Swanson

II. Approval of the Agenda and the Code of Conduct Policy

III. SECRETARY-TREASURER REPORT – Crystal Archer

• Approval of Meeting Minutes – February 24, 2021, ........................................... 1-5

• Financial Report .................................................................................................. 6-13

• Membership Report ............................................................................................ 14-15

• Applications for New Membership ..................................................................... 16-17

IV. PRESIDENT REPORT – Bill Swanson

• Monthly and YTD statistics.................................................................................. 18-20 V. MLS REPORT – Jennifer Bixby, 2021 Chair

VI. FOUNDATION REPORT – Susan Clark, 2021 OABR Foundation President ..................... 21

VII. REPORTS

• Governmental Affairs Committee –Joe Gehrki, Chair ....................................... 22

• RPAC Fundraising Task Force – Doug Dohse/Bill Swanson, Co-Chairs .............. 23

• Education Committee – Mike McGlynn, Chair .................................................. 24

• Social Events Committee – Kate Reeker, Chair ................................................. 25

• Diversity Committee, Ervin Youmans, Chair ...................................................... 26

• REALTOR® Safety Committee, Deda Myhre, Chair

• Nominating Task Force, Bill Swanson, Chair

• YPN Advisory Committee – Angel Starks, Chair ................................................ 27-28

• Affiliate Council Report – Eric Petersen, President ........................................... 29-30

• Women’s Council of REALTORS® Report – Jen Monjaras, President

• NREC Update – Joe Gehrki, Lisa Ritter, Doug Dohse, Commissioners

VIII. CEO REPORT – Doug Rotthaus

IX. OTHER

X. FUTURE MEETINGS

• April 28, 2021

• May 26, 2021

• June 26, 2021

XI. ADJOURNMENT

MINUTES BOARD OF DIRECTORS (VIA ZOOM)

Wednesday, February 24, 2021

The meeting was called to order at 10:00 a.m. by 2021 President Bill Swanson.

Present: Bill Swanson, President Megan Bengtson, President-Elect Crystal Archer, Secretary/Treasurer Herb Freeman, Director 2021 Brad Fricke, Director 2022 Annali Leach, Director, 2021 Jessica Sawyer, Director 2023 Dakotah Smith, Director 2021 Angel Starks, Director 2022 Jennifer Bixby, (MLS Chair) Director 2021 Eric Petersen, (Affiliates) Director 2021 Jen Monjaras (Women’s Council) Director 2021

Joe Gehrki, Governmental Affairs Chair Charles Chadwick, Governmental Affairs Vice Chair Doug Dohse, RPAC Chair Kate Reeker, Social Events Chair Ervin Youmans, Diversity Chair Trudie Ahlstrom, Diversity Vice-Chair Ashley Livengood, Women’s Council 2020 Pres Doug Rotthaus, Chief Executive Officer Donna Shipley, Programs Director Perre Neilan, OABR GAD Jodi Carper, Marketing and Events Director

Excused:

Denise Poppen, Director 2023 Susan Clark, (Past Pres.) Director 2021

It was moved, seconded, and carried to approve the Agenda for the meeting, including the Code of Conduct Policy. Officer Reports It was moved, seconded, and carried to approve the meeting minutes dated January 20, 2021. The monthly financial statements were reviewed and filed for audit. It was moved, seconded, and carried to approve the applications presented for REALTOR® and Affiliate membership. Market activity and statistics were reviewed. It was moved, seconded, and carried to donate $10,000 to the Texas Association of REALTORS® for the Texas Disaster Relief Fund. MLS Report MLS Inc Chair Bixby reported the GPRMLS Inc Board of Directors approved their annual audit and adopted the GPRMLS LLC Uniform Purchase Agreement and will remove the OABR Uniform Purchase Agreement from circulation.

1

Foundation OABR President-Elect Bengtson reported the Foundation Directors would be reaching out to various committees for their help to bring more exposure to the Foundation and its mission. Governmental Affairs Vice-Chair Chadwick reported the Governmental Affairs Committee had two speakers this month. Omaha City Council Member Pete Festersen spoke on affordable housing, crossroads development, and city police, and Omaha City Council Member Vinny Palermo spoke on current issues the city of Omaha is facing and the future he sees for his district, which includes South Omaha. It was moved, seconded, and carried for the OABR support the following with RPAC contributions: Mayor Jean Stothert $15,000 R Opportunity race up to $15,000 City Council

District 1 Pete Festersen $2,500 D District 2 Ben Gray $2,500 D District 3 Danny Begley $1,500 D District 3 Cammy Watkins $1,500 NP District 4 Vinny Palermo $2,500 D District 5 Don Rowe $1,500 R District 5 Jeff Moore $1,500 R District 5 Patrick Leahy $1,000 D District 6 Brinker Harding $5,000 R District 7 Aimee Melton $5,000 R

RPAC Chair Dohse reported approximately $95,743 (including pledges) had been collected toward the 2021 RPAC goal of $150,00. Doug Dohse and Joe Gehrki updated the Board of Directors on the three pending NRA Bylaw Changes, which include a recommendation to reallocate the number of NRA RPAC Trustees, resulting in a more equitable allotment for the Omaha area. It was moved, seconded, and carried for the OABR Board of Directors to formally support all three of Nebraska REALTORS® Association proposed bylaw changes to be voted on by mail out ballot conducted March 19-March 26. Education Vice-Chair Dohse reported Tax-Reduction Strategies for the Real Estate Professional is Thursday, March 25, via Zoom. NAR Code of Ethics Training is scheduled numerous times in 2021. Social Events 2

Chair Reeker reported Social Events participated in a “Volunteer Day” on February 10 at the Food Bank for the Heartland. The Social Events Committee is researching continuing a monthly Volunteer Day at the Food Bank. Chair Reeker reported the Foundation has visited with the Social Events Committee on organizing two events, a “New Coat Drive” and “Park Clean-Up.” Watch for more details. Diversity Chair Youmans reported the committee interviewed two Ethnic Minority Outreach Scholarship applicants and approved one. Director Sawyer commented on NAR President Charlie Oppler’s “Fair Housing Challenge: Stand Up for Racial Equity” to everyone in a volunteer leadership position. REALTOR® Safety CEO Rotthaus reported a REALTOR® Safety Software Task Force meeting on March 19 to review some safety apps. YPN Advisory Committee YPN Chair Starks reported that the Omaha Chamber’s YPN Summit would be virtual on March 4-5. YPN hosted two panelists at their February meeting, Brittney McAllister and Dakotah Smith. Also, the committee will create teaser videos for their future committee meetings. Affiliate Council Affiliate President Petersen reported the council reviewed creating a partnership in volunteering for the food bank. Women’s Council Omaha Network 2021 President Monjaras reported Women’s Council of REALTORS® had a breakfast event at Champions on February 11 with guests Bill Swanson and Doug Dohse speaking on RPAC and raising over $20,000. The Installation will be on March 4, and a Broker Panel on March 11. NREC Update NREC Commissioners Gehrki and Dohse reported on the Nebraska Real Estate Commission meeting at which included approving a Safety Class for CE. CEO Report CEO Rotthaus reported the OABR Office is updating the phone system to Ring Central which is a cloud-based communication that includes phone, text, video and faxing. The OABR finances are good and membership is increasing even with the pandemic. The downstairs basement is fully leased.

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CEO Rotthaus also reported that he has been selected to serve on the NAR AE Governance Task Force. Future Meetings Future meetings will be at 10:00 a.m. (Executive Committee at 9:30 a.m.):

• March 24, 2021

• April 28, 2021

• May 26, 2021

Adjournment There being no further business, the meeting adjourned.

4

OABR BOARD OF DIRECTORS

2020/2021 ATTENDANCE RECORDS

OFFICERS SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG RPAC

2021

Bill Swanson X X X n/m X X 1000

Megan Bengtson X X X n/m X X 1000

Crystal Archer X X X n/m X X 50

DIRECTORS

Herb Freeman X X X n/m X X 0

Brad Fricke X X X n/m X X 1000

Annali Leach X X X n/m X X 0

Denise Poppen X X X n/m Ea Ea 500

Jessica Sawyer X X X n/m X X 1000

Dakotah Smith X X X n/m X X 0

Angel Starks X X Ea n/m X X 500

EX-OFFICIO

Jennifer Bixby Ea X X n/m X X 0

Susan Clark X X X n/m

X Ea

50

Jen Monjaras X X X n/m X X 365

Eric Petersen X X X n/m X X 50

5

OMAHA AREA BOARD OF REALTORS,INC.

SCHEDULE OF INVESTMENTS

% of

MONEY MARKET ACCOUNTS: AMOUNT Portfolio

-$ 0.00%

Kellog Midwest Federal Credit Union

Share Account 0.15% 247,239.79$ 17.08%

TOTAL MONEY MARKET ACCOUNTS 247,239.79$ 17.08%

TIME CERTIFICATES OF DEPOSIT:

Arbor Bank 0.34% Matures Feb 21, 2021 Dues $250,000.00 14.72%

240033994

American Interstate Bank 0.30% Matures Mar 2, 2021 Dues 250,000.00$ 17.27%

30782

Access Bank 0.35% Matures Mar 7, 2021 Dues 200,000.00$ 13.82%

40014145

Union Bank & Trust 0.60% Matures Nov 24, 2021 General Reserves 250,000.00$ 17.27%

849641 Can be cashed early - no Penalty

Lincoln Federal Savings Bank 0.50% Matures July 15, 2021 General Reserves 250,000.00$ 17.27%

12-207975-07

TOTAL TIME CERTIFICATES OF DEPOSIT 1,200,000.00$ 82.92%

TOTAL INVESTMENTS 1,447,239.79$ 100.00%

CHECKING ACCOUNT NUMBERSFor Informational Purposes only

First Westroads/General - 352253

February 28, 2021

6

OMAHA AREA BOARD OF REALTORS, INC.

BALANCE SHEET

2/28/2021

ASSETS

CURRENT ASSETS

Checking - 1st Westroads (13,581.50)

Money Market Accounts 247,239.79

Petty Cash 700.00

Time Certificates of Deposit 1,200,000.00

Accounts Receivable Print Shop 26,577.70

Due from MLS LLC 398.00

Inventory Printshop 2,548.50

Inventory REALTOR Store 721.39

Prepaid Postage 5,745.49

Prepaid Expenses 12,576.00

Total Current Assets 1,482,925.37

FIXED ASSETS

Land 264,913.79

Building 1,237,264.58

Furniture & Fixtures 157,940.49

Office Equipment 561,184.35

Less Accumulated Depreciation (1,628,916.03)

Net Book Value of Fixed Assets 592,387.18

OTHER ASSETS

Capital Stock MLS 5,500.00

5,500.00

TOTAL ASSETS 2,080,812.55$

Page 1 of 2

7


BALANCE SHEET

2/28/2021

LIABILITIES AND MEMBERS' EQUITY

CURRENT LIABILITIES

Accounts Payable 582,297.09

Partial Payments 3,425.42

Sales Tax Payable 794.86

Prepaid Rent/Sec.Dep. Tenants 8,176.67

Membership Dues Payable 14,527.11

Total Current Liabilities 609,221.15

LONG TERM LIABILITIES

Total LongTerm Liabilities 0.00

RESERVES

General Reserves 1,230,469.34

Total Reserves 1,230,469.34

Year-To-Date Receipts Over Disbmts. 241,122.06

TOTAL LIABILITIES & MEMBERS EQUITY 2,080,812.55$

Page 2 of 2

8

Mo. Amount % Mo. Amount % Amount % Amount % % %

CASH RECEIPTS

DUES AND APPLICATION FEES

Initial Fee DR 300.00 0.50 900.00 1.13 4,650.00 0.50 4,650.00 0.47 3,400.02 0.35 6,800.00 0.48

Initial Fee Realtor 5,400.00 8.92 4,050.00 5.09 31,500.00 3.37 28,948.96 2.91 25,249.98 2.60 50,500.00 3.57

Initial Fee Affiliate 0.00 0.00 50.00 0.06 1,350.00 0.14 2,650.00 0.27 1,500.00 0.15 3,000.00 0.21

Transfer Fee Realtor 0.00 0.00 200.00 0.25 50.00 0.01 1,370.00 0.14 1,300.02 0.13 2,600.00 0.18

Transfer Fee Affiliate 0.00 0.00 0.00 0.00 0.00 0.00 25.00 0.00 100.02 0.01 200.00 0.01

Local REALTOR Dues 3,588.75 5.93 2,999.97 3.77 520,011.22 55.66 491,253.63 49.46 478,000.00 49.17 496,000.00 35.08

Local Dues Affiliate 0.00 0.00 100.00 0.13 66,324.99 7.10 71,600.00 7.21 76,200.00 7.84 82,200.00 5.81

Local Dues Institute Affiliate 513.80 0.85 649.80 0.82 1,715.83 0.18 1,965.86 0.20 1,200.00 0.12 2,400.00 0.17

TOTAL DUES AND APPLICATION FEES 9,802.55 16.19 8,949.77 11.26 625,602.04 66.96 602,463.45 60.65 586,950.04 60.38 643,700.00 45.52

MEMBER SERVICES

Focus Advertising 5,090.00 8.41 4,970.00 6.25 15,522.00 1.66 19,949.00 2.01 15,000.00 1.54 30,000.00 2.12

Education & Training 0.00 0.00 15.00 0.02 0.00 0.00 994.00 0.10 1,000.02 0.10 2,000.00 0.14

Inagural Dinner Fees 0.00 0.00 0.00 0.00 0.00 0.00 80.00 0.01 499.98 0.05 1,000.00 0.07

TOTAL MEMBER SERVICES 5,090.00 8.41 4,985.00 6.27 15,522.00 1.66 21,023.00 2.12 16,500.00 1.70 33,000.00 2.33

ANCILLARY BUSINESSES

Print Shop 29,477.35 48.69 47,016.73 59.13 195,753.60 20.95 266,904.12 26.87 275,900.04 28.38 551,800.00 39.02

Facility 15,763.45 26.04 14,820.86 18.64 86,453.75 9.25 89,715.16 9.03 78,999.96 8.13 158,000.00 11.17

TOTAL ANCILLARY BUSINESSES 45,240.80 74.73 61,837.59 77.77 282,207.35 30.20 356,619.28 35.90 354,900.00 36.51 709,800.00 50.19

INTEREST & MISCELLANEOUS INCOME

Interest Income 193.24 0.32 3,705.86 4.66 2,331.10 0.25 4,015.87 0.40 6,000.00 0.62 12,000.00 0.85

Sales Tax Collection Fee 15.68 0.03 37.20 0.05 80.59 0.01 341.22 0.03 300.00 0.03 600.00 0.04

Miscellaneous Income 200.64 0.33 0.00 0.00 8,574.64 0.92 8,865.50 0.89 7,500.00 0.77 15,000.00 1.06

TOTAL INTEREST & MISC. INCOME 409.56 0.68 3,743.06 4.71 10,986.33 1.18 13,222.59 1.33 13,800.00 1.42 27,600.00 1.95

TOTAL CASH RECEIPTS 60,542.91 100.00 79,515.42 100.00 934,317.72 100.00 993,328.32 100.00 972,150.04 100.00 1,414,100.00 100.00


DETAILED ACTUAL AND BUDGET COMPARISON WITH VARIANCE ANALYSIS

6 MONTHS ENDED 2/28/2021

February 2021 February 2020 2021 YTD 2020 YTD 2021 YTD Budget 2021 Annual Budget

Page 1 of 39






CASH DISBURSEMENTS

ADMINISTRATION

Salaries 20,099.00 33.20 17,321.25 21.78 117,368.03 12.56 103,023.30 10.37 106,300.02 10.93 212,600.00 15.03

Allocated Salaries (700.00) (1.16) (700.00) (0.88) (4,200.00) (0.45) (4,200.00) (0.42) (4,200.00) (0.43) (8,400.00) (0.59)

Payroll Taxes 1,321.53 2.18 1,174.89 1.48 7,479.34 0.80 6,425.61 0.65 7,800.00 0.80 15,600.00 1.10

Staff Benefits 3,647.55 6.02 2,720.10 3.42 24,555.00 2.63 17,927.74 1.80 16,000.02 1.65 32,000.00 2.26

Staff Auto Allowance 0.00 0.00 6.84 0.01 114.38 0.01 100.37 0.01 250.02 0.03 500.00 0.04

Professional Development 0.00 0.00 118.10 0.15 218.70 0.02 1,009.67 0.10 2,500.02 0.26 5,000.00 0.35

TOTAL ADMINISTRATION 24,368.08 40.25 20,641.18 25.96 145,535.45 15.58 124,286.69 12.51 128,650.08 13.23 257,300.00 18.20

OFFICE EXPENSE

Advertising & Promotion 10,529.00 17.39 617.50 0.78 24,231.53 2.59 5,232.87 0.53 25,000.02 2.57 50,000.00 3.54

Supplies 142.07 0.23 1,372.72 1.73 1,773.74 0.19 5,350.03 0.54 6,000.00 0.62 12,000.00 0.85

Dues & Subscriptions 69.00 0.11 443.64 0.56 1,417.05 0.15 778.08 0.08 1,000.02 0.10 2,000.00 0.14

Bonds & Insurance 1,277.12 2.11 873.13 1.10 6,338.40 0.68 4,930.98 0.50 4,600.02 0.47 9,200.00 0.65

Telephone 259.36 0.43 316.66 0.40 3,255.48 0.35 1,868.11 0.19 2,100.00 0.22 4,200.00 0.30

Equipment Leases & Maintenance 238.04 0.39 208.29 0.26 1,663.35 0.18 3,080.17 0.31 2,250.00 0.23 4,500.00 0.32

Computer Software & Maintenance 2,403.48 3.97 2,612.73 3.29 12,019.91 1.29 8,824.07 0.89 9,000.00 0.93 18,000.00 1.27

Copy Machine Expense 0.00 0.00 193.09 0.24 0.00 0.00 939.58 0.09 1,200.00 0.12 2,400.00 0.17

Less Allocated Copies 0.00 0.00 (220.52) (0.28) 6.93 0.00 (1,051.64) (0.11) (1,000.02) (0.10) (2,000.00) (0.14)

Postage 272.02 0.45 192.45 0.24 579.06 0.06 1,017.15 0.10 1,000.02 0.10 2,000.00 0.14

Miscellaneous Expense 37.45 0.06 1,468.06 1.85 2,308.27 0.25 3,106.30 0.31 1,999.98 0.21 4,000.00 0.28

Charge Card Expense 1,423.51 2.35 1,891.49 2.38 8,419.35 0.90 39,800.94 4.01 22,500.00 2.31 45,000.00 3.18

REview Expense 6,670.28 11.02 6,336.25 7.97 40,377.86 4.32 38,235.38 3.85 32,500.02 3.34 65,000.00 4.60

TOTAL OFFICE EXPENSE 23,321.33 38.52 16,305.49 20.51 102,390.93 10.96 112,112.02 11.29 108,150.06 11.12 216,300.00 15.30

PROFESSIONAL FEES

Outside Accounting 14,703.49 24.29 14,476.43 18.21 23,147.86 2.48 22,093.96 2.22 13,999.98 1.44 28,000.00 1.98

Legal Services 0.00 0.00 0.00 0.00 0.00 0.00 1,148.30 0.12 1,500.00 0.15 3,000.00 0.21

TOTAL PROFESSIONAL FEES 14,703.49 24.29 14,476.43 18.21 23,147.86 2.48 23,242.26 2.34 15,499.98 1.59 31,000.00 2.19

NAR/NRA MEETINGS EXPENSE

Leadership Expense 0.00 0.00 2,206.08 2.77 1,067.00 0.11 11,978.22 1.21 15,499.98 1.59 31,000.00 2.19

CEO Expense 0.00 0.00 583.04 0.73 228.55 0.02 2,532.61 0.25 3,750.00 0.39 7,500.00 0.53

TOTAL NAR/NRA MEETINGS EXPENSE 0.00 0.00 2,789.12 3.51 1,295.55 0.14 14,510.83 1.46 19,249.98 1.98 38,500.00 2.72

Page 2 of 310






CASH DISBURSEMENTS

COMMITTEES/EVENTS

Affilliate Council 100.00 0.17 (25.00) (0.03) 19,033.92 2.04 8,425.00 0.85 7,500.00 0.77 15,000.00 1.06

Board of Directors 39.00 0.06 0.00 0.00 1,333.70 0.14 1,370.64 0.14 1,249.98 0.13 2,500.00 0.18

Education Forum 100.00 0.17 760.82 0.96 739.00 0.08 15,043.32 1.51 8,749.98 0.90 17,500.00 1.24

Diversity Task Force 156.00 0.26 271.94 0.34 3,732.90 0.40 4,380.34 0.44 4,999.98 0.51 10,000.00 0.71

Governmental Affairs Committee 0.00 0.00 0.00 0.00 215.83 0.02 210.00 0.02 499.98 0.05 1,000.00 0.07

Social Events Forum (96.15) (0.16) 1,058.06 1.33 1,657.29 0.18 5,017.99 0.51 9,000.00 0.93 18,000.00 1.27

Past Predsidents Advisory Committee 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 250.02 0.03 500.00 0.04

Owners & Managers Forum 0.00 0.00 0.00 0.00 0.00 0.00 500.00 0.05 250.02 0.03 500.00 0.04

RPAC Fundraising Task Force 110.05 0.18 154.98 0.19 3,707.46 0.40 8,125.84 0.82 4,000.02 0.41 8,000.00 0.57

Safety Committee 100.00 0.17 100.00 0.13 2,526.88 0.27 100.00 0.01 499.98 0.05 1,000.00 0.07

Inaugural 0.00 0.00 0.00 0.00 5,408.73 0.58 19.25 0.00 4,000.02 0.41 8,000.00 0.57

YPN Committee 100.00 0.17 (266.99) (0.34) 600.00 0.06 5,587.34 0.56 2,500.02 0.26 5,000.00 0.35

Orientation 250.00 0.41 3,647.06 4.59 2,489.55 0.27 16,216.02 1.63 10,000.02 1.03 20,000.00 1.41

Special Events - REcharge! 70.00 0.12 18,194.43 22.88 50.00 0.01 18,005.95 1.81 9,000.00 0.93 18,000.00 1.27

TOTAL COMMITTEES/EVENTS EXPENSE 928.90 1.53 23,895.30 30.05 41,495.26 4.44 83,001.69 8.36 62,500.02 6.43 125,000.00 8.84

ANCILLARY BUSINESSES

Print Shop 37,716.99 62.30 49,823.20 62.66 244,463.01 26.16 286,165.11 28.81 273,300.06 28.11 546,600.00 38.65

Facility 10,948.04 18.08 3,560.96 4.48 110,794.90 11.86 73,326.66 7.38 74,000.04 7.61 148,000.00 10.47

TOTAL ANCILLARY BUSINESS EXPENSES 48,665.03 80.38 53,384.16 67.14 355,257.91 38.02 359,491.77 36.19 347,300.10 35.72 694,600.00 49.12

TAXES

Personal Property Tax 46.72 0.08 55.44 0.07 357.84 0.04 110.60 0.01 250.02 0.03 500.00 0.04

Miscellaneous Tax 0.00 0.00 0.00 0.00 25.00 0.00 25.00 0.00 49.98 0.01 100.00 0.01

TOTAL TAXES 46.72 0.08 55.44 0.07 382.84 0.04 135.60 0.01 300.00 0.03 600.00 0.04

TOTAL CASH DISBURSEMENTS 112,033.55 185.05 131,547.12 165.44 669,505.80 71.66 716,780.86 72.16 681,650.22 70.12 1,363,300.00 96.41

RECEIPTS OVER (UNDER) DISBMTS (51,490.64) (85.05) (52,031.70) (65.44) 264,811.92 28.34 276,547.46 27.84 290,499.82 29.88 50,800.00 3.59

Depreciation - OABR 233.60 0.39 (2,636.00) (3.32) 5,372.58 0.58 5,150.30 0.52 6,000.00 0.62 12,000.00 0.85

Depreciation - Building 2,624.75 4.34 2,624.75 3.30 15,748.50 1.69 15,748.50 1.59 16,000.02 1.65 32,000.00 2.26

Depreciation - Print Shop 428.13 0.71 428.13 0.54 2,568.78 0.27 2,568.78 0.26 2,599.98 0.27 5,200.00 0.37

Total Depreciation 3,286.48 5.43 416.88 0.52 23,689.86 2.54 23,467.58 2.36 24,600.00 2.53 49,200.00 3.48

NET INCOME (LOSS) (54,777.12) (90.48) (52,448.58) (65.96) 241,122.06 25.81 253,079.88 25.48 265,899.82 27.35 1,600.00 0.11

Page 3 of 311


CASH RECEIPTS:

Member Printing Sales 21,256.52 72.11 23,028.99 48.98 141,215.56 72.14 147,965.05 55.44 146,500.02 53.10 293,000.00 53.10

OABR/MLS Printing Sales 8,151.83 27.65 15,181.00 32.29 53,707.04 27.44 50,788.72 19.03 53,500.02 19.39 107,000.00 19.39

Non-Member Printing Sales 0.00 0.00 8,514.74 18.11 0.00 0.00 67,379.35 25.24 75,000.00 27.18 150,000.00 27.18

REALTOR Store Sales 69.00 0.23 292.00 0.62 831.00 0.42 771.00 0.29 900.00 0.33 1,800.00 0.33

TOTAL CASH RECEIPTS 29,477.35 100.00 47,016.73 100.00 195,753.60 100.00 266,904.12 100.00 275,900.04 100.00 551,800.00 100.00

OPERATING EXPENSES:

Inventory 2,704.78 9.18 3,859.57 8.21 19,666.03 10.05 26,621.36 9.97 25,000.02 9.06 50,000.00 9.06

Press Room Supplies 228.56 0.78 170.53 0.36 265.52 0.14 1,975.81 0.74 1,999.98 0.72 4,000.00 0.72

Brokered Sales 1,585.18 5.38 9,709.65 20.65 23,185.04 11.84 29,069.19 10.89 28,999.98 10.51 58,000.00 10.51

Outside Services 2,138.00 7.25 2,456.00 5.22 13,664.87 6.98 21,361.38 8.00 18,000.00 6.52 36,000.00 6.52

Copy Machine Expense 4,902.66 16.63 5,765.79 12.26 30,004.15 15.33 33,165.45 12.43 32,500.02 11.78 65,000.00 11.78

Payroll Wages 13,605.34 46.16 14,203.74 30.21 86,052.04 43.96 91,119.40 34.14 90,000.00 32.62 180,000.00 32.62

Payroll Taxes 1,063.28 3.61 1,100.36 2.34 6,459.54 3.30 6,844.09 2.56 6,750.00 2.45 13,500.00 2.45

Benefits 3,778.05 12.82 3,996.98 8.50 22,145.44 11.31 21,439.74 8.03 17,500.02 6.34 35,000.00 6.34

Office Supplies 0.00 0.00 0.00 0.00 329.78 0.17 236.90 0.09 250.02 0.09 500.00 0.09

Web Related 195.00 0.66 195.00 0.41 1,170.00 0.60 871.00 0.33 900.00 0.33 1,800.00 0.33

Credit Card Fees 0.00 0.00 281.66 0.60 1,186.98 0.61 3,215.53 1.20 3,199.98 1.16 6,400.00 1.16

Telephone 83.33 0.28 85.00 0.18 509.98 0.26 510.00 0.19 499.98 0.18 1,000.00 0.18

Postage 4,959.88 16.83 5,303.73 11.28 25,892.41 13.23 34,649.85 12.98 32,500.02 11.78 65,000.00 11.78

Computer Maintenance 0.00 0.00 0.00 0.00 1,892.43 0.97 0.00 0.00 499.98 0.18 1,000.00 0.18

Dues & Subscriptions 218.40 0.74 0.00 0.00 1,813.82 0.93 243.19 0.09 499.98 0.18 1,000.00 0.18

Delivery Service 1,374.00 4.66 1,625.00 3.46 4,418.20 2.26 7,094.52 2.66 7,000.02 2.54 14,000.00 2.54

Miscellaneous 70.00 0.24 70.00 0.15 420.00 0.21 420.00 0.16 250.02 0.09 500.00 0.09

Staff Mileage 67.20 0.23 63.18 0.13 452.83 0.23 389.69 0.15 400.02 0.14 800.00 0.14

Promotions & Public Relations 0.00 0.00 28.50 0.06 116.97 0.06 645.00 0.24 750.00 0.27 1,500.00 0.27

Repairs & Maintenance 0.00 0.00 28.00 0.06 56.00 0.03 1,693.29 0.63 1,000.02 0.36 2,000.00 0.36

Rent 683.33 2.32 683.33 1.45 4,099.98 2.09 4,099.98 1.54 4,099.98 1.49 8,200.00 1.49

Personal Property Tax 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 300.00 0.11 600.00 0.11

REALTOR Store Expenses 60.00 0.20 197.18 0.42 661.00 0.34 499.74 0.19 400.02 0.14 800.00 0.14

TOTAL OPERATING EXPENSES 37,716.99 127.95 49,823.20 105.97 244,463.01 124.88 286,165.11 107.22 273,300.06 99.06 546,600.00 99.06

RECEIPTS OVER (UNDER) DISBMTS (8,239.64) -27.95 (2,806.47) -5.97 (48,709.41) -24.88 (19,260.99) -7.22 2,599.98 0.94 5,200.00 0.94

Depreciation 428.13 1.45 428.13 0.91 2,568.78 1.31 2,568.78 0.96 2,599.98 0.94 5,200.00 0.94

NET INCOME (LOSS) (8,667.77) -29.40 (3,234.60) -6.88 (51,278.19) -26.20 (21,829.77) -8.18 (0.00) -0.00 0.00 0.00

ANCILLARY BUSINESS

FOCUS PRINTING

ACTUAL AND BUDGET COMPARISON WITH PERCENTAGE ANALYSIS



Page 1 of 1

12


RENTAL INCOME

Lower Level Rent Income 8,846.79 56.12 8,090.86 54.59 44,953.79 52.00 48,545.16 54.11 34,999.98 44.30 70,000.00 44.30

MLS Rent Income 6,233.33 39.54 5,666.67 38.23 37,399.98 43.26 34,000.02 37.90 37,399.98 47.34 74,800.00 47.34

Printshop Rent Income 683.33 4.33 683.33 4.61 4,099.98 4.74 4,099.98 4.57 4,099.98 5.19 8,200.00 5.19

Meeting Room Rent Income 0.00 0.00 380.00 2.56 0.00 0.00 3,070.00 3.42 2,500.02 3.16 5,000.00 3.16

TOTAL RENTAL INCOME 15,763.45 100.00 14,820.86 100.00 86,453.75 100.00 89,715.16 100.00 78,999.96 100.00 158,000.00 100.00

OPERATING EXPENSES

Administrative 0.00 0.00 20.42 0.14 0.00 0.00 62.20 0.07 100.02 0.13 200.00 0.13

Utilities 2,526.84 16.03 1,980.50 13.36 11,530.68 13.34 12,683.22 14.14 13,999.98 17.72 28,000.00 17.72

Real Estate Taxes 0.00 0.00 0.00 0.00 26,157.76 30.26 26,235.36 29.24 13,150.02 16.65 26,300.00 16.65

Janitorial 2,434.25 15.44 0.00 0.00 12,786.50 14.79 9,423.54 10.50 12,000.00 15.19 24,000.00 15.19

HVAC 0.00 0.00 0.00 0.00 866.01 1.00 0.00 0.00 0.00 0.00 0.00 0.00

Maintenance 2,349.48 14.90 189.80 1.28 8,276.86 9.57 15,241.35 16.99 15,000.00 18.99 30,000.00 18.99

Grounds Expense 1,102.29 6.99 126.00 0.85 5,990.13 6.93 2,487.00 2.77 6,000.00 7.59 12,000.00 7.59

Janitorial Supplies 0.00 0.00 0.00 0.00 0.00 0.00 341.91 0.38 1,249.98 1.58 2,500.00 1.58

Property Management Fee 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,600.00 4.56 7,200.00 4.56

Pest Control 50.00 0.32 0.00 0.00 200.00 0.23 100.00 0.11 250.02 0.32 500.00 0.32

Permits & Inspections 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 100.02 0.13 200.00 0.13

Trash 152.58 0.97 132.68 0.90 915.48 1.06 796.08 0.89 900.00 1.14 1,800.00 1.14

Snow Removal 2,204.20 13.98 983.16 6.63 5,767.30 6.67 3,794.16 4.23 3,750.00 4.75 7,500.00 4.75

Window Wash 128.40 0.81 128.40 0.87 936.26 1.08 1,102.12 1.23 1,000.02 1.27 2,000.00 1.27

Leasing Commissions 0.00 0.00 0.00 0.00 36,308.20 42.00 0.00 0.00 1,999.98 2.53 4,000.00 2.53

Maintenance Agreement 0.00 0.00 0.00 0.00 1,059.72 1.23 1,059.72 1.18 900.00 1.14 1,800.00 1.14

TOTAL OPERATING EXPENSES 10,948.04 69.45 3,560.96 24.03 110,794.90 128.16 73,326.66 81.73 74,000.04 93.67 148,000.00 93.67

RECEIPTS OVER (UNDER) DISBMTS 4,815.41 30.55 11,259.90 75.97 (24,341.15) -28.16 16,388.50 18.27 4,999.92 6.33 10,000.00 6.33

Depreciation - Building 2,624.75 16.65 2,624.75 17.71 15,748.50 18.22 15,748.50 17.55 16,000.02 20.25 32,000.00 20.25

NET INCOME (LOSS) 2,190.66 13.90 8,635.15 58.26 (40,089.65) -46.37 640.00 0.71 (11,000.10) -13.92 (22,000.00) -13.92

ANCILLARY BUSINESS

FACILITY

ACTUAL AND BUDGET COMPARISON WITH PERCENTAGE ANALYSIS



Page 1 of 1

13

OABR PAID MEMBERSHIP HISTORY

JAN FEB MAR APR MAY JUN JUL AUG SEPT OCT NOV DEC

2010 2244 2271 2289 2311 2323 2321 2288 2227 2190 2207 2201 2178

Plus Secondary 4 4 4 4 4 4 4 4 3 3 3 3

2011 2179 2184 2198 2223 2230 2245 2222 2165 2116 2122 2113 2096

Plus Secondary 3 4 4 4 4 4 3 3 3 3 2 2

2012 2097 2112 2124 2141 2163 2161 2156 2121 2092 2105 2096 2080

Plus Secondary 2 2 2 2 3 3 3 3 1 1 1 1

2013 2096 2113 2132 2156 2207 2218 2218 2204 2186 2200 2206 2201

Plus Secondary 1 1 1 1 1 1 5 5 5 6 6 6

2014 2205 2216 2235 2257 2272 2287 2296 2278 2235 2261 2262 2259

Plus Secondary 4 4 4 5 6 6 6 7 5 5 5 5

2015 2279 2303 2323 2346 2368 2398 2405 2410 2398 2411 2422 2413

Plus Secondary 6 7 6 6 6 6 7 8 9 9 10 11

2016 2438 2461 2482 2505 2521 2529 2548 2526 2487 2513 2521 2516

Plus Secondary 11 12 12 12 12 12 12 13 11 10 10 9

2017 2511 2545 2577 2601 2627 2653 2666 2654 2611 2624 2637 2646

Plus Secondary 10 10 10 10 11 12 12 13 13 13 14 13

2018 2680 2697 2727 2762 2797 2798 2794 2782 2748 2758 2754 2727

Plus Secondary 16 16 20 21 21 22 21 21 20 23 25 26

2019 2719 2749 2786 2801 2832 2866 2881 2848 2821 2845 2853 2884

Plus Secondary 30 32 33 30 29 29 27 28 29 34 33 32

2020 2937 2945 2976 2986 2984 3023 3058 3020 2992 3025 3034 3018

Plus Secondary 33 33 34 34 34 36 36 39 37 37 36 36

2021 3042 3053

Plus Secondary 38 41

14

OABR MEMBERSHIP STATISTICS

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTAL

NEW 2010 31 21 19 26 20 20 15 20 19 21 12 8 232

REINSTATE 2010 8 9 16 13 5 6 7 9 6 8 8 3 98

DROP 2010 54 5 9 17 14 24 59 91 83 8 22 38 424

NEW 2011 16 17 31 32 20 21 13 17 14 14 5 6 206

REINSTATE 2011 12 7 17 5 7 9 3 7 10 9 23 4 113

DROP 2011 32 14 5 9 15 14 37 91 88 12 6 30 353

NEW 2012 17 14 23 29 25 20 25 20 26 14 13 5 231

REINSTATE 2012 11 14 8 14 7 9 2 5 5 9 2 5 91

DROP 2012 36 6 11 7 15 17 26 69 68 10 20 35 320

NEW 2013 31 29 21 26 49 45 23 31 33 19 18 9 334

REINSTATE 2013 4 8 10 6 15 7 6 6 8 6 6 1 83

DROP 2013 20 11 10 6 9 15 23 18 72 11 8 18 221

NEW 2014 48 31 33 39 26 21 28 31 35 35 16 19 362

REINSTATE 2014 5 5 8 6 4 8 5 5 5 11 2 25 89

DROP 2014 50 10 13 13 8 10 22 54 110 6 14 3 313

NEW 2015 51 26 22 39 33 45 30 36 44 33 28 10 397

REINSTATE 2015 5 11 11 6 7 7 9 7 4 7 6 4 84

DROP 2015 29 10 11 19 12 14 43 36 69 11 12 23 289

NEW 2016 51 37 34 34 30 34 40 39 32 35 27 15 408

REINSTATE 2016 7 4 3 6 6 8 2 4 3 11 9 2 65

DROP 2016 19 14 19 11 13 33 29 69 140 13 13 33 406

NEW 2017 37 36 44 36 40 40 37 46 37 54 27 23 457

REINSTATE 2017 7 10 10 8 6 12 5 4 3 5 5 3 78

DROP 2017 40 14 15 14 14 19 23 62 128 12 16 13 370

NEW 2018 62 34 51 48 44 34 31 40 38 36 20 6 444

REINSTATE 2018 5 2 5 4 5 2 1 4 3 3 3 2 39

DROP 2018 27 24 6 10 15 28 43 75 158 23 20 36 465

NEW 2019 42 30 49 35 57 49 40 41 38 40 22 50 493

REINSTATE 2019 6 10 4 6 3 3 3 0 5 10 4 2 56

DROP 2019 57 13 12 31 22 18 41 68 126 14 10 35 447

NEW 2020 65 34 43 12 11 49 41 23 27 42 26 7 380

REINSTATE 2020 4 4 3 2 2 n/a n/a n/a n/a n/a n/a N/A 15

DROP 2020 19 18 12 9 14 12 11 55 65 12 12 28 267

NEW 2021 35 31 66

DROP 2021 14 23 37

Affiliate eKey Only Members

Public Service 10 10

TOTAL 3568 3473

Affiliate Full Members 166 187

157 156

TOTAL 3164 3051

Institute Affiliate 71 69

REALTOR - Secondary 31 26

REALTOR Emeritus 70 73

Designated REALTOR - Secondary 10 7

REALTOR 2853 2751

February 2021

MEMBERSHIP TOTALS Feb-21 Feb-20

Designated REALTOR 200 194

Z:\Debbie\Membership Coordinator\STATS\OABR Member Statistics '10-2015

Mem Transfer From Ofc Name To Office

Member # Member Name Type Date Number Number Office Name

NEW MEMBERS

969833 Allen, Katie R KEY 02/26/21 101438 Coldwell Banker NHS R E

971039 Barney, Angela R R 03/05/21 7900 Nebraska Realty

971037 Bilyeu, Thomas AF 03/04/21 101626 Thrasher Inc

872005957 Bleicher, Ben D KEY 03/08/21 87201214 Woods Bros Realty

971040 Brewer, Hannah C R 03/08/21 101560 Better Homes and Gardens R.E.

971051 Combs, Heather V R 03/09/21 4300 BHHS Ambassador Real Estate

971054 Cruz, Gilberto AFK 03/10/21 100734 Home Standards Inspection Serv

971034 Doolittle, Nicole R R 03/04/21 4300 BHHS Ambassador Real Estate

971013 Driggs, Lindsey J R 02/22/21 6620 P J Morgan Real Estate

971043 Evers, Spencer R 03/08/21 101585 eXp Realty LLC

971030 Frost, Sandra L R 03/03/21 101585 eXp Realty LLC

971027 Gier, William L R 03/02/21 101629 NextHome Signature Real Estate

970241 Hinken, Ast Heather KEY 02/24/21 101510 Better Homes and Gardens R.E.

971022 Homan, Kyle D RS 02/25/21 7900 Nebraska Realty

971020 Homan, Yadira RS 02/23/21 7900 Nebraska Realty

970336 Johnson, Ast Ally KEY 02/26/21 100732 Keller Williams Greater Omaha

971021 Johnson, Leah M KEY 02/24/21 4300 BHHS Ambassador Real Estate

872005927 King, Teri L KEY 03/04/21 592001046 Nebraska Realty

971036 Lampman, Ben R R 03/04/21 7900 Nebraska Realty

971011 Long, Elizabeth R 02/22/21 100896 WC Real Estate

971042 Marvin, Melissa L R 03/08/21 771 NP Dodge RE Sales Inc 148Dod

971049 McKee, Allen D R 03/09/21 779 NP Dodge RE Sales Inc Sarpy

971035 Muraskin, Jacob C R 03/04/21 100732 Keller Williams Greater Omaha

872006373 Myers, Kasandra M KEY 02/19/21 592001046 Nebraska Realty

971017 Nelson, Joshua R R 02/23/21 7900 Nebraska Realty

971028 Parizek, Lisa M R 03/03/21 7900 Nebraska Realty

971019 Poole, Dana F R 02/23/21 101528 Better Homes and Gardens R.E.

971033 Povich, Timothy P R 03/03/21 7900 Nebraska Realty

966385 Pruss, Janice L KEY 03/09/21 101547 Dodge County Realty Group

971029 Randall, James L R 03/03/21 7900 Nebraska Realty

971009 Richardson, William T R 02/19/21 7900 Nebraska Realty

970291 Schafer, Jeremy M KEY 03/03/21 592001046 Nebraska Realty

971050 Sitzmann, Kimberly J R 03/09/21 101757 kwELITE Omaha

971008 Thiel, MIchelle R 02/19/21 101757 kwELITE Omaha

971046 Weyen, Deanna N R 03/08/21 4300 BHHS Ambassador Real Estate

971068 Anderson, Tyler J AF 03/16/21 101850 Anderson Blinds, Shades, and S

971056 Bott, Julie M R 03/11/21 9037 Don Peterson & Associates R E

971082 Buss, Grant A R 03/17/21 101027 Big Omaha Realty

967219 Doughty, Tina M KEY 03/15/21 4300 BHHS Ambassador Real Estate

971072 Elliff, Scott M RS 03/16/21 100836 Better Homes and Gardens R.E.

971075 Frankforter, Shelbi L R 03/17/21 7900 Nebraska Realty

971073 Hall, Elizabeth J R 03/17/21 4300 BHHS Ambassador Real Estate

971066 Hinton, Christina L R 03/16/21 4300 BHHS Ambassador Real Estate

971085 Long, Timothy AFK 03/18/21 100209 ABC Termite & Pest Control Inc

971061 McDonald, Kathleen E R 03/12/21 101629 NextHome Signature Real Estate

971077 Moylan, Pamala E R 03/17/21 7900 Nebraska Realty

971062 Paladino, Nolan J R 03/15/21 8170 Landmark Group

971081 Price, David A AFK 03/17/21 100965 Amoura Productions Photograph

971038 Riddington, Ast Doug KEY 03/18/21 4300 BHHS Ambassador Real Estate

971059 Walker, Luke W AFK 03/11/21 101848 CuttingEdge Home Inspections

971065 Williams, Deborah L AF 03/15/21 101849 Farm Bureau Financial Service

971079 Woods, Nikki E KEY 03/17/21 101094 Menke Auction & Realty

Transfer Transfer

970943 Barnhart, Martin A R 02/25/21 778 NP Dodge RE Sales Inc 87Dod 770 NP Dodge RE Sales Inc 86Dodge

966603 Begley, John R R 02/25/21 770 NP Dodge RE Sales Inc 86Dod 101510 Better Homes and Gardens R.E.

970311 Behrens, Reve A R 02/26/21 100836 Better Homes and Gardens R. 7900 Nebraska Realty

970197 Blakley, Katrina K R 02/19/21 7900 Nebraska Realty 7901 Nebraska Realty

968704 Bohnenkamp, Shanon N R 02/25/21 100528 Charleston Homes Realty LLC 100984 RE/MAX Results

965041 Cunningham, Robert R R 02/19/21 7900 Nebraska Realty 7901 Nebraska Realty

969111 Duncan, Kenton D R 03/09/21 7680 Michele Torrence Broker 100609 NP Dodge RE Sales Inc 35Dodge

2219 Frost, Victor L R 03/01/21 100883 Keller Williams Greater Oma 101585 eXp Realty LLC

969811 Hoefer, Kalyssa M KY 03/03/21 592000912 Keller Williams Lincoln 101846 kwELITE

970997 Johnson, Tyler M R 02/19/21 7900 Nebraska Realty 7901 Nebraska Realty

969068 Kemmish, Jadara A R 03/01/21 4300 BHHS Ambassador Real Estate 101610 Realty ONE Group Sterling

966058 Kovar, Natalie A R 03/01/21 7900 Nebraska Realty 4300 BHHS Ambassador Real Estate

961866 LeVier, Colleen M R 03/10/21 3450 Regency Homes 7901 Nebraska Realty

966062 Martin, Mindy M KY 03/01/21 7570 Heartland Properties Inc 4300 BHHS Ambassador Real Estate

966608 Melendez Sorto, Melvin G R 02/19/21 7900 Nebraska Realty 7901 Nebraska Realty

966913 Mueller, Mary J R 02/26/21 4300 BHHS Ambassador Real Estate 101346 Platinum Realty LLC

968984 Pacheco, Amanda K R 03/05/21 101744 Kettelhut Real Estate 101774 Strong Pro Realty

966385 Pruss, Janice L KY 02/26/21 100304 Don Peterson & Associates R 101547 Dodge County Realty Group

967656 Snyder, Katie J R 03/01/21 100883 Keller Williams Greater Oma 100984 RE/MAX Results

965744 Bowles, Cheryl L R 03/12/21 7680 Michele Torrence Broker 100609 NP Dodge RE Sales Inc 35Dodge

962070 Dooley, Judith E R 03/11/21 7901 Nebraska Realty 3450 Regency Homes

968241 Hall, Rebekka A R 03/11/21 7900 Nebraska Realty 100896 WC Real Estate

963877 Irish, Sheila R R 03/11/21 100883 Keller Williams Greater Oma 771 NP Dodge RE Sales Inc 148Dodge

OABR Membership Change Report

February 19, 2021-March 18, 2021

16

967291 Lohr-Woodward, Julie A R 03/15/21 101042 Legacy Homes Omaha LLC 7900 Nebraska Realty

970497 McCune, Jason R 03/12/21 101629 NextHome Signature Real Est 4300 BHHS Ambassador Real Estate

964326 Mentzer, Marilyn J R 03/16/21 100732 Keller Williams Greater Oma 4300 BHHS Ambassador Real Estate

971033 Povich, Timothy P R 03/12/21 7900 Nebraska Realty 7901 Nebraska Realty

970863 Roberts, Jaycie L R 03/17/21 7901 Nebraska Realty 100883 Keller Williams Greater Omaha

967993 Roy, Michelle A R 03/15/21 100883 Keller Williams Greater Oma 4300 BHHS Ambassador Real Estate

Terminations

Joined OABR

969415 Campbell, Reece A AFFKHomeTeam Inspection 03/09/21 01/31/19

962748 Haws, Dorothy M R Keller Williams Great 03/04/21 04/13/04

969210 Kelley, Jake C R Keller Williams Great 03/10/21 09/10/18

970185 Larimer, Diane L R Better Homes and Gard I 02/24/21 01/16/20

969471 Meireles, Ana G R BHHS Ambassador ReaI 03/01/21 03/11/19

969429 Okell, Ryan J AFFKSwoop Aer 03/03/21 02/05/19

962636 Palmer, Sandra D R BHHS Ambassador ReaI 03/01/21 01/20/04

969742 Ronning, Gary L AFFKPillar to Post 02/23/21 06/26/19

968573 Sindt, Bradley B R Better Homes and Gard I 03/08/21 09/13/17

969584 Waite, Mitchell L AFFKHeartland Radon Servi 03/09/21 04/24/19

81651 Weiner, Howard M DR Dundee Realty CompanI 02/22/21 11/30/77

968335 Bailey, Cindy K AFFKCindy Bailey Photogra 03/17/21 04/24/17

967917 Brown, Teresa NM DataMaster 03/16/21 08/25/17

968363 Hunter, Beverly J RS Platinum Realty LLC 03/18/21 05/12/17

968422 Lambrecht, Benjamin KY Keller Williams Great 03/18/21 06/22/17

17

18

19

20

FOUNDATION MEETING MINUTES

March 3, 2021

The meeting was called to order by OABR Foundation President Susan Clark.

Present: Susan Clark, President, ‘21 Bill Swanson, Vice President, ‘21 Megan Bengtson, Treasurer ‘21 Crystal Archer, Secretary, ‘21 Gary Stoneburg, Director, ‘21

Joe Gehrki, Director, ‘22 Mark Leaders, Director, ‘22 Doug Dohse, Director, ‘23 Doug Rotthaus, CEO Donna Shipley, Programs Director

It was moved, seconded and carried to approve the agenda for the meeting. It was moved, seconded and carried to approve the minutes of the December 9, 2020 meeting. The most recent financial statements were reviewed. Food Bank for the Heartland Director Leaders spoke on the Food Bank volunteer day with the OABR Social Events Committee on Wednesday February 10, 2021. 560 boxes of food were packed which equals to 16,680 lbs. of food. The $5,000 donation check was presented to the Food Bank on the same day. Social Events is researching having a volunteer day at the Food Bank on a monthly basis.

Marketing of Foundation President Clark discussed a few events with the Social Events Committee to help bring more exposure to the Foundations and their mission. The two events discussed were “New Coat Drive” and “Park Clean-up”. CEO Rotthaus reported the six park benches have been delivered. Five of the benches may be installed this month at Crosskey Villages Park. The installations could be a good promotional avenue. Home Buyers Assistance Foundation President Clark reported $2,500 of the Foundation’s goal of $10,000 has been donated to the Home Buyers Assistance Foundation in January. Judi Anding Scholarship There was discussion on the Judi Anding Scholarship fund with a total of $2,908. The OABR will be sending emails targeting new members with six months to three years REALTOR® membership, when there is a NAR approved Designation or Certification course offered. The scholarship is maximum of one per agent, up to $150, with deadline of November 30. One application is in hand, waiting for completion of class certificate. There was a consensus of the OABR Foundation Board of Directors to join the Amazon Smile program to help raise funds for the Foundation. There being no further business, the meeting adjourned.

21

MINUTES GOVERNMENTAL AFFAIRS COMMITTEE

OMAHA AREA BOARD OF REALTORS 11:00 a.m. Wednesday, March 17, 2021 Zoom Online

Meeting called to order by Joe Gehrki.

Present: Joe Gehrki, Chair Charles Chadwick, Vice Chair Jerry Ahlvers Molly Amick Ellie Bane Ryan Basye Diane Battiato Mike Blackmon Mark Bresley

Brandon Frans Henry Kammandel Mindy Kidney Paul Kottich Lindsey Krenk Monica Lang Mark Leaders Loretta McNally Terri Pruitt

Mike Riedmann Jessica Sawyer Jeremy Shirk Dakotah Smith Angel Starks Bill Swanson Vaughn Wiebusch Perre Neilan, OABR GAD Donna Shipley, OABR staff

Agenda and Minutes It was moved seconded and carried to approve the agenda for the meeting. It was moved, seconded and carried to approve the minutes of the February 17, 2021 meeting.

Speaker Stothert for Mayor Campaign Manager Dave Boomer spoke to the Governmental Affairs Committee on the upcoming primary election, voter analytics and issues the Mayor’s campaign is focusing on.

GAD Update OABR GAD Neilan reported the RPAC contributions that were approved by the OABR Board of Directors were handed out on March 8 at the OABR Office. Voter Registration deadline is March 19 with the primary election on April 6. March 22 is the first day to vote and early ballots will be mailed. Sarpy County extended their moratorium on fossil fuel permits until June 30, 2021. They are very upset with OPPD’s plan for a natural gas peaker plant to firm up generation for the new solar facility for Facebook in their long term growth area along Plattevew Road.

RPAC OABR RPAC Co-Chair Bill Swanson reported OABR has currently raised $85,500 towards their $150,000 goal for 2021. Currently there is over $11,000 of outstanding pledges. The Women’s Council breakfast event raised over $20,000 for RPAC. Co-Chair Swanson updated the Governmental Affairs Committee members on three proposals on NRA’s Notice of Proposed Bylaw Changes which includes the recommendation on the realignment of the NRA RPAC Trustees to a more equitable allotment between local associations. Voting by email will be conducted March 19-26. NAR Update Chair Gehrki reported the Corporate Ally Program is being discussed heavily and Major Investor numbers are increasing on the National level. Land Bank Mike Riedmann updated the committee on the Omaha Municipal Land Bank which includes Chris Rock serving as Land Bank Chair this year. NAR REALTORS® Legislate Meetings The registration is open for the Virtual REALTORS® Legislative meetings May 3-14, 2021. Admission is complementary to NAR members but you must register. Nebraska Hill visits are scheduled for May 18-19. Angie Podoll volunteered to attend the OABR Board of Directors meeting on March 24 on behalf of the Governmental Affairs Committee. Future meetings were scheduled for 10:00 a.m. on:

• April 21, 2021

• May 19, 2021

• June 16, 2021 There being no further business, the meeting was adjourned.

22

RPAC FUNDRAISING TASK FORCE MINUTES (via Zoom) March 8, 2021

The meeting was called to order by 2021 Co-Chair Doug Dohse. Present: Doug Dohse, Co-Chair Bill Swanson, Co-Chair Paul Kottich Loretta McNally

Jessica Sawyer Crystal Archer, OABR Secretary/Treasurer Carrie Marquis-Favinger, NRA GAD Doug Rotthaus, CEO

Perre Neilan, OABR GAD Jodi Carper, Marketing & Events Director Donna Shipley, Programs Director

It was moved, seconded and carried to approve the Agenda for the March 9, 2021 meeting. It was moved, seconded and carried to approve the minutes for the meeting held on February 9, 2021. Objectives There was a consensus of the RPAC Fundraising Task Force to set a goal of $148,000 for OABR to meet in 2021, RPAC participation to 42% or over. This will also help raise awareness to the individual agents with the importance of RPAC and the benefits of investing. NRA Update Carrie Marquis-Favinger, NRA Governmental Affairs gave an update on the legislative bills that NRA is monitoring and reported National Association of REALTORS® has an upcoming “RPAC Pet Challenge”. Watch for an upcoming email for more information. The 2021 NRA RPAC deadline for local boards is December 3 and the NAR RPAC deadline for state associations is December 15. The NRA Caravan is scheduled for September 27-October 1. RPAC Recognition on Caravan deadline is Friday September 17. NAR Update Jessica Sawyer reported on the NAR Major Investor meeting last month and also commented on NAR’s “Fair Housing Challenge: Stand Up for Racial Equity” to everyone in a volunteer leadership position. OABR Update OABR GAD Neilan reported on the Candidate Interviews held for the Omaha City Council and Mayor seats and thanked everyone who participated. There is much discussion on the CARES act funding. The Candidate Check presentations will be held this afternoon from 3:30pm – 5:00pm. Speaking Engagements Chair Dohse reported Women’s Council breakfast meeting on Thursday February 11 was a success. Bill and Doug are available to speak at your office meetings and small offices. Co-Chair Swanson reported Bryson’s Airboat is selling their business. The RPAC Event will be held at the River City Star in 2021. Co-Chair Dohse updated the RPAC Fundraising Task Force members on three proposals on NRA’s Notice of Proposed Bylaw Changes which includes the recommendation on the realignment of the NRA RPAC Trustees to a more equitable allotment between local associations. Voting by email will be conducted March 19-26. 2020 Recognition Gifts The RPAC 2020 recognition gifts that have been grouped by company and need volunteers to deliver. Next Meeting The RPAC Fundraising Task Force meeting is scheduled for Monday, April 12, at 2:30 pm. Adjournment There being no further business, the meeting adjourned.

23

EDUCATION COMMITTEE MINUTES (via Zoom) March 4, 2021

The meeting was called to order by 2021 Chair Mike McGlynn. Present: Mike McGlynn, Chair Doug Dohse, Vice Chair Brad Dombrosky

Brad Fricke Duane Rockette Gena Schriver

Christie Bevington, NRA Chief Operating Officer Donna Shipley, Programs Director

It was moved, seconded and carried to approve the Agenda for the March 4, 2021 meeting. It was moved, seconded and carried to approve the minutes of the February 4, 2021 meeting. New Member Orientation The New Member Orientation was held via zoom in March and April will be held via Zoom and all instructors will be contacted. Current Business There was a consensus of the Education Committee to organize a Zoom event with Community Leaders, LaVista Mayor and Papillion Mayor for the business meeting August 2021. There was discussion on the class “How Appraisers are adjusting for Supply and Demand in these Times”. No appraisers seem interested. There was a consensus of the Education Committee to remove this item from the list. The Bradford Tax Seminar “Tax-Reduction Strategies for the Real Estate Professional” has been scheduled for March 25, 2021 via Zoom from 9:00am-12:00pm. Code of Ethics Training has been scheduled numerous times in 2021. Code of Ethics is required by the National Association of REALTORS® every three years. The deadline for completing this requirement is December 31, 2021. There was a consensus of the Education Committee to co-sponsor with the Diversity Committee the “At Home With Diversity” class. Judi Anding Scholarship Application It was moved, seconded and carried to approve the new application from Wendnonga Ouedraogo for the Judi Anding Scholarship. It was moved, seconded and carried to allow OABR Staff to approve the applicants that apply for the Judi Anding Scholarship.

FOUNDATION

Doug Dohse spoke to the Education Committee on the Foundation marketing proposal. The Foundation has discussed a few events they would

like the OABR Committee’s help on to help bring more exposure to the Foundation and their mission. The three events discussed were

“Volunteer Day at the Food Bank”, “New Coat Drive” and “Park Clean-Up”. Nebraska REALTORS® Association Update Christie Bevington NRA Chief Operating Officer updated the committee on the Nebraska REALTORS® Association which included the NRA Convention scheduled for March 29-31, 2021 will be held virtually. Toolkit Tuesday is March 9 with former IRS agent, Chris Bird. Chris will be sharing real estate issues being impacted by recent federal tax law. The next Education Committee meeting is Thursday, April 1 at 1:00 pm. Adjournment There being no further business, the meeting adjourned.

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REALTOR is a registered collective membership mark which may be used only by real estate professionals who are members of the NATIONAL ASSOCIATION OF REALTORS and subscribe to its strict Code of Ethics.

SOCIAL EVENTS COMMITTEE MINUTES March 10, 2021 (via ZOOM)

The meeting was called to order by 2021 Vice Chair Christy Leelsey. Present: Kate Reeker, Chair Christy Leesley, Vice Chair Molly Amick Amber Anderson Lori Bonnstetter

Cody Bousema Cindy Kinsler Andrea Lane Mark Leaders Rachel Moeller

Deda Myhre Jody Reynek Bill Swanson, OABR President Jodi Carper, Marketing & Events Director Donna Shipley, Programs Director

It was moved, seconded and carried to approve the Agenda for the March 10, 2021 meeting. It was moved, seconded and carried to approve the meeting minutes of February 10, 2021.

OABR President Bill Swanson updated the Social Events Committee members on three proposals on NRA’s Notice of Proposed Bylaw Changes which includes the recommendation on the realignment of the NRA RPAC Trustees to a more equitable allotment between local associations. Voting by email will be conducted March 19-26.

VOLUNTEER DAY Mark Leaders discussed the Volunteer Day at the Food Bank for the Heartland on Wednesday February 10. 560 boxes were filled, which equals to 15,680 lbs of food. Chair Kate Reeker has been in contact with the Food Bank on scheduling a standing day for OABR members to volunteer at the Food Bank. Right now, the first Thursday of every month for six months beginning May 6. There was a consensus of the Social Events Committee to offer the Affiliate Council the May 6 date and then OABR Committees after that.

PROPOSED EVENT REQUESTS It was moved, seconded and carried to approve the Education Committee request on “Tax-Reduction Strategies for the Real Estate Professional” on March 25, 2021. It was moved, seconded and carried to approve the Foundation Board of Directors request on “Park Clean-Up” on May 1, 2021. It was moved, seconded and carried to approve the Foundation Board of Directors request on “New Coat Drive” to held anytime between August-October. PARK CLEAN-UP There was a consensus of the Social Events Committee to schedule the Park Clean-Up on Saturday, May 1 from 9:00am-10:30pm at Crosskey Villages Park. Lori Bonnstetter to contact the Omaha Parks office for availability and permission. FUN-PLEX EVENT Andrea Lane to contact Fun-Plex on availability in June/July. It was discussed in future years, to do the summer event at Mahoney State Park instead of Fun-Plex. NEW COAT DRIVE There was a consensus of the Social Events Committee to have a subcommittee of Kate Reeker, Bill Swanson, Deda Myhre and Lori Bonnstetter to work on the “New Coat Drive”. Kate Reeker has volunteered to attend the OABR Board of Directors meeting on March 24 on behalf of Social Event Committee. ADJOURNMENT There being no further business, the meeting adjourned.

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MINUTES DIVERSITY COMMITTEE

OMAHA AREA BOARD OF REALTORS® 11:00AM Tuesday, March 9, 2021 OABR Office Meeting was called to order by 2021 Chair Ervin Youmans. Present:

Ervin Youmans, Chair Trudie Ahlstrom, Vice Chair Leria Bray Germaine Gosevac Kelly Jourdan Kellie Konz Wieczorek

Milt Schneider Angel Starks Bill Swanson, OABR President Crystal Archer, OABR Secretary/Treasurer Donna Shipley, Programs Director

There was a consensus of the Diversity Committee to approve the agenda for the March 9 2021 meeting. There was a consensus of the Diversity Committee to approve the minutes for the meeting held on February 9, 2021. OABR President Bill Swanson updated the Diversity Committee members on three proposals on NRA’s Notice of Proposed Bylaw Changes which includes the recommendation on the realignment of the NRA RPAC Trustees to a more equitable allotment between local associations. Voting by email will be conducted March 19-26 Scholarship Candidates Reviewed The Diversity Committee reviewed the current scholarship candidates and where they are in the process. With each candidate being assigned a mentor when joined, this is a better way to help each candidate with any questions through this process. Diversity Corner Chair Youmans reported since not many scholarship recipients are spotlighted in the newsletter, the committee could use that section to talk about NAR’s efforts relating to diversity and fair housing education. Strategic Plan There was a consensus of the Diversity Committee to work with the Education Committee in providing the “At Home With Diversity” class in May/June 2021. Michele Torrence will be contacted first for speaker. There was a consensus of the Diversity Committee to research compiling a list of minority owned businesses and/or professionals that provide a service related to our industry. Maybe offer a scholarship for those business get licensed and/or join the OABR office. Adjournment There being no further business, the meeting was adjourned.

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Young Professionals Network Minutes March 11, 2021

The mee&ng was called to order at 1:30 pm by Angel Starks, Chair via Zoom.

Present: Angel Starks, Chair Cali Rethwisch Mindy Kidney

Angie Thiel Joseph Thiel MaF Circo

Kyle Schulze Jodi Carper, Staff Liaison

Roll Call Angel Starks ran the roll call session and greeted each member with an icebreaker ques&on by having members change their Zoom name to their answer. YPN Panelists Angel Starks introduced OABR Past President Doug Dohse who spoke briefly about the Nebraska REALTORS® Associa&on Proposed Bylaws Change and the stance OABR has on the three proposed ar&cles. He encouraged YPN to vote to approve the ar&cles in the vote that will hit inboxes next Friday, March 19.

Angel Starks introduced the monthly featured YPN Panelists, Kelly Jourdan and Ashley Livengood.

Kelly shared about her posi&on at Nebraska Realty and her passion for the MLS. She described how much more the MLS does than just list houses. She talked about expor&ng and manipula&ng raw data from the MLS to create custom graphs and presenta&ons. Kelly con&nued to talk about some of the newly added features to the MLS including CRS Data and MarketStats by Info Sparks. She ended by sharing how to get involved in the MLS including the MLS Users Group.

Ashley started by con&nuing the discussion about MLS since she is the MLS Users Group Chair for 2021. She described the hassle of having Lincoln and Omaha on separate pla_orms and how she started on the MLS Users Group during the merger of the two to be able to give valuable feedback as someone who used both Omaha and Lincoln systems beforehand. She then talked about how important it is to be involved and use your voice. She talked about how leadership was never something she originally planned to do, but how she got more involved star&ng with Women’s Council. She urged everyone to get involved.

Angel took roll call and asked everyone to share their new commiFee role that was approved last month.

Discussion was had about all execu&ve commiFee members aFending a brainstorm mee&ng on March 25th at 1:30 pm to discuss commiFee roles and moving YPN forward.

It was moved, seconded, and carried to approve the agenda and minutes from February 11, 2021.

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Chair Report Chair Starks reported that she did not aFend the Affiliates mee&ng last month and discussion will be had on gedng Affiliates to join YPN during the brainstorm on March 25th.

Treasurer’s Report Angel Starks gave an update that the budget is s&ll at $5,000 and no money has been spent for the year.

New Business Discussion was had about YPN membership and what should be communicated to others. It was moved, seconded, and carried to approve having an execu&ve board who votes, an advisory group of those who aFend mee&ngs and can not vote, and anyone who is a part of OABR is a member of YPN.

It was moved, seconded, and carried to approve to have the YPN execu&ve mee&ng from 2 pm - 3 pm with the YPN speakers from 1:30 pm - 2 pm.

The mee&ng was adjourned at 2:57 pm by Chair.

Next mee&ng is scheduled for April 8, 2021.

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AFFILIATE COUNCIL MINUTES March 16, 2021

The meeting was called to order. Present: President Eric Petersen President-Elect Jonathan Jameson Melanie Doeschot Amy Dritley Jan Eggenberg Summer Franco Kandis Friedenbach Chloe Hamel

Charissa Hansen John Harrison Brett Hodge Jonathan Jameson PK Kopun Paul Kottich Al Nelson Jennifer Petersen

Larry Pfeifer Brent Ramsussen Mary Sladek Erin Trescott Wendy Walker Debbie Williams

I. Call meeting to order -

II. Approval of Minutes from February 16, 2021 – It was moved, seconded and carried to approve the meeting

minutes.

III. Introductions – All in attendance introduced themselves.

a) New Member Introductions - included Chloe Hamel, Debbie Williams, and Larry Pfiefer.

IV. President Report- Eric Petersen – Recharge event was mentioned. Not sure if there will be a way for affiliates

will participate or if they will even have the event. Safety committee have heightened realtor safety and need

more members. Social events are looking to create an event that would include realtors and affiliates. Event

would be at food bank. RPAC, as of last meeting, over $95k raised.

V. Treasurer Report – Jeanne Lamoureux – Affiliate President Eric Petersen reviewed the currently financial

statement.

VI. Affiliate Events Update -

a) OABR Golf (2021) – Summer Franco – no news. Eric mentioned dates are tough to get, but we do have a date

booked for September 29th. Indian Creek.

b) Affiliate Only Party (2021) – Mary Sladek – will likely do Charlies again unless there is another suggestion.

Maximos was also mentioned. This will likely be a short notice event. Might have a few of these events.

c) Turkey Bowling Toys for Tots (2021) – Kim Moneto – not present. Event is in November.

VII. Committee Updates -

a) Food Drive – Wendy Walker – updated their online food drive system; more like ‘go fund me’ hopefully this

means we can raise more for them.

b) Education – PK Kopun, Mary Byrnes – All classes are on zoom at the moment and most classes wish to teach

in person. Any affiliates wish to present to the members a zoom class, contact the OABR office.

c) OABR Social Events – Erin Trescott – clean the park day last sat in May. Contacting fun plex for possible event

this year. 29

d) RPAC – Paul Kottich - $148k is goal for this year and we are at $95k.

e) WCR – Jeanne Lamoureux – Amy: council event raised $20k. events in person and online. Next event is

lunch event on 4/15, speaker is TBD. Wcromaha.com is website

f) YPN – Amy Dritley – meetings are virtual and everyone is welcome. Speaker for first 30 minutes and second

30 minutes is meeting. Next meeting is 4/8 1:30. Speakers have been mainly realtors that share their business.

g) Think Affiliates First – Brent Rasmussen – meeting regularly with Pixel Fire. Meetings getting shorter since

they are better prepared every time. Trying to increase engagement on Facebook, reached out to all past

presidents to ask them 5 simple questions regarding real estate. Plan to post these answers on the page so we

can get more engagement and conversation on the page. Everyone that Melanie has reached out to was

extremely interested in doing this. She does need a little help reaching out to certain people.

h) Facebook – Sam Kasun of Pixel Fire Marketing O - 402-214-5053 C - 402-619-9919

[email protected]

i) New Member Committee – John Harrison – not a ton of activity but had a few new members as well as a few

not renew.

j) MOBA – Wendy Walker – cancelled Omaha home show. 4/10-11 remodeling show. Planning a spring parade.

VIII. New Business – in-person OABR affiliate meetings will happen down the road but nothing concrete currently.

Eric mentioned possibly doing the hybrid meeting at another location. Jan mentioned the WCR hybrid meeting

was great. Mary mentioned Vidlaks as a meeting place. Amy mentioned using the bank’s conference room and

Charissa said we could even do that if we didn’t officially have an in-person meeting and we could all be on the

call together. Melanie mentioned Tavern 180 as a possible meeting space.

IX. Other Business – Eric mentioned Debbie’s passing last year and how we could remember her. We did get the

bench with a plaque. Donna Shared the photo of that bench.

X. Testimonials - NA

XI. Speakers – Jonathan & Eric

XII. Adjournment, next meeting Tuesday April 20, 2021 at 9:00 am

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Documents

BOARD OF DIRECTORS AGENDA 10:00 A.M. · • Aimee Melton, Omaha City Council, District 7 with a $5,000 RPAC Contribution RPAC Chair Dohse reported approximately $106,673 has been