IOWA CCIM CHAPTER OF THE COMMERCIAL REAL ESTATE INSTITUTE (EIN 421228083) - 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

1998

Legal Domicile

Principal Officer

JEFF SPENCE

Phone

7632917508

Tax Period

2022-01-01 to 2022-12-31

IOWA CCIM CHAPTER OF THE COMMERCIAL REAL ESTATE INSTITUTE, founded in 1998, is a small nonprofit that reported $236K in total revenue in fiscal year 2022. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 26% operating margin.

Mission

TO PROMOTE THE CCIM DESIGNATION TO OUR MEMBERS, POTENTIAL MEMBERS, AND OUR CLIENTS BY PROVIDING THE BEST COMMERCIAL AND INVESTMENT REAL ESTATE EDUCATION, TECHNOLOGY AND NETWORKING OPPORTUNITIES WITHIN THE STATE OF IOWA, NATIONALLY AND AROUND THE WORLD.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $235,132

Investment Income $58

Other Revenue $600

TOTAL REVENUE $235,790

Expense Breakdown

Grants Paid $6,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $167,223

TOTAL EXPENSES $173,723

Year-over-Year Comparison

	2022	2021	Change
Revenue	$235,790	$115,718	+1.0%
Expenses	$173,723	$93,676	+0.9%
Net Income	$62,067	$22,042	+1.8%

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

$6,737

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE MACRI CCIM	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFF SPENCE CCIM	PRESIDENT	2.00	Officer Director	$0	$0	$0
HARRISON KRUSE CCIM	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
CHANDLER MARTIN CCIM	DIRECTOR	1.00	Director	$0	$0	$0
JIM TANSEY CCIM	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN LOSSNER CCIM	DIRECTOR	1.00	Director	$0	$0	$0
ERIN ROONEY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MIKE BONNETT CCIM	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
JACQUIE WILLIAMS	ASSOCIATION MANAGER	2.00	Officer	$6,737	$0	$6,737

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
2022	$235,790	$173,723	$155,991	$62,067

IOWA CCIM CHAPTER OF THE COMMERCIAL REAL ESTATE INSTITUTE