EDUCATION FOUNDATION OF THE CCIM INSTITUTE (EIN 363773054) - Form 990 Financial Analysis & Trantor Score

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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

1991

Legal Domicile

Principal Officer

GAIL COLLINS

Phone

8772246331

Tax Period

2024-01-01 to 2024-12-31

EDUCATION FOUNDATION OF THE CCIM INSTITUTE, founded in 1991, is a small nonprofit in the Community Improvement sector that reported $580K in total revenue in fiscal year 2018. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $296K, a strong 51% operating margin.

Mission

ADVANCING AND FOSTERING COMMERCIAL REAL ESTATE EDUCATION THROUGH SCHOLARSHIPS, PROGRAMS, AND RESEARCH INITIATIVES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $448,464

Program Service Revenue $0

Investment Income $841,189

Other Revenue $82,610

TOTAL REVENUE $1,372,263

Expense Breakdown

Grants Paid $391,161

Salaries & Benefits $197,076

Fundraising Expenses $0

Program Expenses $519,679

Other Expenses $226,172

TOTAL EXPENSES $814,409

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,372,263	$150,161	+8.1%
Expenses	$814,409	$636,784	+0.3%
Net Income	$557,854	$-486,623	-2.1%

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

N/A

Volunteers

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

$538,988

Total Directors

$438,380

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL RUMLER	CEO/EVP OF CCIM INSTITUTE	2.00	Officer Director	$0	$11,217	$438,380
JAMES ROBERTSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID WILSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
RICHARD SLATON	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
ELLEN HSU	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
KIMBERLY BAKER	DIRECTOR	1.00	Director	$0	$0	$0
BO BARRON	DIRECTOR	1.00	Director	$0	$0	$0
TIM BLAIR	DIRECTOR	1.00	Director	$0	$0	$0
LES CALLAHAN	DIRECTOR	1.00	Director	$0	$0	$0
ANDIE EDMONDS	DIRECTOR	1.00	Director	$0	$0	$0
LARRY EU	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG FRINFROCK	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HYUN	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD JUGE	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY KEITH	DIRECTOR	1.00	Director	$0	$0	$0
WALTER LUI	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA LYNN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL LYNN	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY LYON	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN MCCLURE	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER MULL	DIRECTOR	1.00	Director	$0	$0	$0
ADAM PALMER	DIRECTOR	1.00	Director	$0	$0	$0
GLENN PREUSS	DIRECTOR	1.00	Director	$0	$0	$0
KENISHA ROBNETT	DIRECTOR	1.00	Director	$0	$0	$0
JIM SANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
KARI PANTOL	EXECUTIVE DIRECTOR	40.00	Officer	$97,859	$2,749	$100,608

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
2024	$1,372,263	$814,409	$7,047,443	$557,854
2023	$150,161	$636,784	$6,687,737	$-486,623
2022	$700,109	$505,125	$6,288,638	$194,984
2021	$827,056	$359,678	$7,507,081	$467,378
2020	$387,294	$283,562	$6,997,608	$103,732
2019	$441,153	$344,026	$6,543,694	$97,127
2018	$580,298	$284,061	$5,746,129	$296,237

EDUCATION FOUNDATION OF THE CCIM INSTITUTE