THE CCIM INSTITUTE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

PAUL RUMLER

Phone

3123214460

Tax Period

2025-01-01 to 2025-12-31

THE CCIM INSTITUTE, founded in 1969, is a mid-sized nonprofit in the Community Improvement sector that reported $13.2M in total revenue in fiscal year 2025. Revenue decreased 11% compared to the prior year.

Mission

THE MISSION OF THE CCIM INSTITUTE IS TO ELEVATE OUR MEMBERS TO THE HIGHEST LEVELS OF SUCCESS IN THE COMMERCIAL REAL ESTATE PROFESSION.

Program Service Accomplishments

Program 1

EDUCATION: THE CCIM EDUCATION PROGRAM OFFERS THE HIGHEST QUALITY EDUCATION FOR COMMERCIAL INVESTMENT REAL ESTATE PROFESSIONALS. FOR 2025, THE CCIM EDUCATION SERVED 9,123 STUDENTS THROUGH 697 COURSES.

Program 2

DESIGNATION PROMOTION: IN ADDITION TO AWARDING THE CCIM DESIGNATION ONLY TO QUALIFIED PROFESSIONALS, THE CCIM INSTITUTE ALSO MAINTAINS AN EXTENSIVE PROGRAM TO PROMOTE THE RECOGNITION OF THE CCIM...

DESIGNATION PROMOTION: IN ADDITION TO AWARDING THE CCIM DESIGNATION ONLY TO QUALIFIED PROFESSIONALS, THE CCIM INSTITUTE ALSO MAINTAINS AN EXTENSIVE PROGRAM TO PROMOTE THE RECOGNITION OF THE CCIM DESIGNATION AS THE LEADING AUTHORITY IN THE COMMERCIAL INVESTMENT REAL ESTATE PROFESSION.

Program 3

SITE TO DO BUSINESS: INTEGRATED ONLINE SERVICE FOR INSTITUTE MEMBERS OFFERING COMPREHENSIVE SITE ANALYSIS, MAPPING AND DEMOGRAPHIC DATE, AERIAL VIEWING AND PHOTOS, CUSTOMIZED BUSINESS REPORTS...

SITE TO DO BUSINESS: INTEGRATED ONLINE SERVICE FOR INSTITUTE MEMBERS OFFERING COMPREHENSIVE SITE ANALYSIS, MAPPING AND DEMOGRAPHIC DATE, AERIAL VIEWING AND PHOTOS, CUSTOMIZED BUSINESS REPORTS, TRANSACTION AND PORTFOLIO MANAGEMENT TOOLS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $12,464,066

Investment Income $748,379

Other Revenue $11,745

TOTAL REVENUE $13,224,190

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,030,015

Fundraising Expenses $0

Other Expenses $8,786,592

TOTAL EXPENSES $13,816,607

Year-over-Year Comparison

	2025	2024	Change
Revenue	$13,224,190	$14,888,518	-0.1%
Expenses	$13,816,607	$14,438,292	0.0%
Net Income	$-592,417	$450,226	-2.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

260

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,168,198

Total Directors

$125,000

Key Employees

$444,116

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN RICH	PRESIDENT	3.00	Officer Director	$50,000	$0	$50,000
ADAM PALMER	PRESIDENT-ELECT	2.00	Officer Director	$35,000	$0	$35,000
ANDIE EDMONDS	FIRST VICE-PRESIDENT	2.00	Officer Director	$25,000	$0	$25,000
BRAD WAKEN	TREASURER	2.00	Officer Director	$15,000	$0	$15,000
JIM TANSEY	TREASURER-ELECT	2.00	Officer Director	$0	$0	$0
D'ETTA CASTO DELEON	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
ADAM ABRAMS	DIRECTOR	1.00	Director	$0	$0	$0
BK ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
ADRIAN ARRIAGA	DIRECTOR	1.00	Director	$0	$0	$0
CARMEN AUSTIN	DIRECTOR	1.00	Director	$0	$0	$0
KIM BAKER	DIRECTOR	1.00	Director	$0	$0	$0
CARLEEN BARTH	DIRECTOR	1.00	Director	$0	$0	$0
LYDIA BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE BISKNER	DIRECTOR	1.00	Director	$0	$0	$0
TIM BLAIR	DIRECTOR	1.00	Director	$0	$0	$0
EDDIE BLANTON	DIRECTOR	1.00	Director	$0	$0	$0
ERNEST BROWN	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY BUCHANAN	DIRECTOR	1.00	Director	$0	$0	$0
LES CALLAHAN	DIRECTOR	1.00	Director	$0	$0	$0
HELEN CHONG	DIRECTOR	1.00	Director	$0	$0	$0
JIM CONRAD	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA CRANE	DIRECTOR	1.00	Director	$0	$0	$0
ROBY EAVES	DIRECTOR	1.00	Director	$0	$0	$0
LISA LORD EDMONDS	DIRECTOR	1.00	Director	$0	$0	$0
TINA MARIE ELOIAN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN ESTES	DIRECTOR	1.00	Director	$0	$0	$0
LARRY EU	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN FELTMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOE FISHER	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG FRINFROCK	DIRECTOR	1.00	Director	$0	$0	$0
DAVE GAMBACCINI	DIRECTOR	1.00	Director	$0	$0	$0
KELLEY GLENN	DIRECTOR	1.00	Director	$0	$0	$0
CARL GRENDING	DIRECTOR	1.00	Director	$0	$0	$0
J MAX HAMIDI	DIRECTOR	1.00	Director	$0	$0	$0
MARINA HAMMERSMITH	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HINTON	DIRECTOR	1.00	Director	$0	$0	$0
JASON HOLLAND	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN HSU	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD JUGE	DIRECTOR	1.00	Director	$0	$0	$0
LEIL KOCH	DIRECTOR	1.00	Director	$0	$0	$0
RANDAL KUNG	DIRECTOR	1.00	Director	$0	$0	$0
KARL LANDRENEAU	DIRECTOR	1.00	Director	$0	$0	$0
BEV LARSON	DIRECTOR	1.00	Director	$0	$0	$0
PIUS LEUNG	DIRECTOR	1.00	Director	$0	$0	$0
JAY LUCAS	DIRECTOR	1.00	Director	$0	$0	$0
MARK MACEK	DIRECTOR	1.00	Director	$0	$0	$0
VERONICA MALOLOS	DIRECTOR	1.00	Director	$0	$0	$0
BOBBIE MASTRACCI	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MCCLURE	DIRECTOR	1.00	Director	$0	$0	$0
CODY MCGUIRE	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH MENENDEZ	DIRECTOR	1.00	Director	$0	$0	$0
BILL MILLIKEN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MILNER	DIRECTOR	1.00	Director	$0	$0	$0
NICK MINER	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA ANN MONAHAN	DIRECTOR	1.00	Director	$0	$0	$0
BILL MOSS	DIRECTOR	1.00	Director	$0	$0	$0
RON MYLES	DIRECTOR	1.00	Director	$0	$0	$0
LOU NIMKOFF	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ORR	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT OVERBY	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK PALMER	DIRECTOR	1.00	Director	$0	$0	$0
GLENN PREUSS	DIRECTOR	1.00	Director	$0	$0	$0
STEVE PRICE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL REEVES	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN RIGL	DIRECTOR	1.00	Director	$0	$0	$0
ANGES RIVERA	DIRECTOR	1.00	Director	$0	$0	$0
CHERE ROANE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
MANJ SAGGU	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SCHNITZER	DIRECTOR	1.00	Director	$0	$0	$0
JOSE SERRANO	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE ROMANO SHAW	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA SHELTON	DIRECTOR	1.00	Director	$0	$0	$0
DARBIN SKEANS	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD SLATON	DIRECTOR	1.00	Director	$0	$0	$0
LARRY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
BARRY SPIZER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN STONE	DIRECTOR	1.00	Director	$0	$0	$0
DEWEY STRUBLE	DIRECTOR	1.00	Director	$0	$0	$0
LIKE TERRELL	DIRECTOR	1.00	Director	$0	$0	$0
RALPH VARNUM	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY VELER	DIRECTOR	1.00	Director	$0	$0	$0
TRAVIS WALDROP	DIRECTOR	1.00	Director	$0	$0	$0
SOOZI JONES WALKER	DIRECTOR	1.00	Director	$0	$0	$0
TOM WALLIN	DIRECTOR	1.00	Director	$0	$0	$0
EVELYN WARD	DIRECTOR	1.00	Director	$0	$0	$0
KATIE WILKING	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WILLIAMSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID WILSON	DIRECTOR	1.00	Director	$0	$0	$0
NATE WORTHEN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL RUMLER	CEO/EVP	38.00	Officer	$484,875	$28,926	$513,801
GAIL COLLINS	DEPUTY CEO	24.00	Officer	$240,793	$21,744	$262,537
MICHAEL OBERHAUS	CFO	36.00	Officer	$240,360	$26,500	$266,860
RHYS FULLERLOVE	CSO	40.00	Key Emp	$211,590	$20,567	$232,157
DOMONIQUE JOINER	VICE PRESIDENT MEMBER EXPERIENCE	40.00	Key Emp	$193,853	$18,106	$211,959
BRIAN WILLARD	DIRECTOR OF INFORMATION TECHNOLOGY	40.00	Highest	$199,490	$32,329	$231,819
STEPHEN WELCH	VICE PRESIDENT EDUCATION	40.00	Highest	$133,145	$17,426	$150,571
ELIZABETH BRENNAN	DIRECTOR OF DEVELOPMENT	40.00	Highest	$152,590	$16,398	$168,988
MARIE ZAHORIK	CONTROLLER	36.00	Highest	$130,590	$14,133	$144,723
MICHAEL NAGLICH	IT APPLICATIONS MANAGER	40.00	Highest	$123,665	$23,278	$146,943

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$13,224,190	$13,816,607	$22,121,645	$-592,417
2024	$14,888,518	$14,438,292	$23,317,467	$450,226
2023	$13,612,704	$14,246,920	$24,770,377	$-634,216
2022	$14,057,641	$12,931,203	$23,959,188	$1,126,438
2021	$13,552,024	$12,051,041	$24,727,494	$1,500,983
2020	$13,189,602	$12,555,161	$23,604,665	$634,441
2019	$14,613,448	$14,693,196	$22,556,340	$-79,748
2018	$14,631,345	$13,688,338	$20,750,849	$943,007