Institute of Real Estate Management DE Valley Chapter No 3 (EIN 510203837) - 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

2009

Legal Domicile

Principal Officer

Jane Ashwood

Phone

7176144271

Tax Period

2024-01-01 to 2024-12-31

Institute of Real Estate Management DE Valley Chapter No 3, founded in 2009, is a small nonprofit in the Community Improvement sector that reported $317K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $305K left a modest 4% surplus.

Mission

To provide career advancement and enrichment opportunities and networking for property management professionals

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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 $59,016

Program Service Revenue $255,333

Investment Income $2,218

Other Revenue $0

TOTAL REVENUE $316,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $304,793

Other Expenses $304,793

TOTAL EXPENSES $304,793

Year-over-Year Comparison

	2024	2023	Change
Revenue	$316,567	$274,915	+0.2%
Expenses	$304,793	$299,012	+0.0%
Net Income	$11,774	$-24,097	-1.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE LOSER	Director	1.00	Director	$0	$0	$0
BERNARDO COLES	Director	1.00	Director	$0	$0	$0
DWAYNE BYNUM	Director	1.00	Director	$0	$0	$0
MICHAEL CARR	Director	1.00	Director	$0	$0	$0
JAMES HELSEL	Director	1.00	Director	$0	$0	$0
ANDREA HOOD	Director	1.00	Director	$0	$0	$0
RALPH MAGNATTA	Director	1.00	Director	$0	$0	$0
BARB MURDOCCA	Director	1.00	Director	$0	$0	$0
ROBERT FULLER	President	2.00	Officer	$0	$0	$0
BILLIE-JO SEDLACEK	Treasurer	2.00	Officer	$0	$0	$0
JANE ASHWOOD	Vice President	2.00	Officer	$0	$0	$0

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	$316,567	$304,793	$198,701	$11,774
2023	$274,915	$299,012	$178,471	$-24,097
2022	$334,841	$280,155	$153,200	$54,686
2020	$252,026	$264,876	$89,047	$-12,850
2018	$291,190	$419,045	$100,838	$-127,855

Institute of Real Estate Management DE Valley Chapter No 3