Institute of Real Estate Management of Nat'l Assn of Realtors (EIN 510203840) - 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

1964

Legal Domicile

Principal Officer

LAUREN LACASSE

Phone

6022531852

Tax Period

2024-01-01 to 2024-12-31

Institute of Real Estate Management of Nat'l Assn of Realtors, founded in 1964, is a small nonprofit in the Community Improvement sector that reported $355K in total revenue in fiscal year 2024. Expenses of $334K left a modest 6% surplus.

Mission

TO PROVIDE EDUCATION TO MEMBERS OF THE REAL ESTATE INDUSTRY AND SCHOLARSHIPS TO THE MEMBERS AND THEIR FAMILIES.

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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 $36,321

Program Service Revenue $299,180

Investment Income $16,054

Other Revenue $3,338

TOTAL REVENUE $354,893

Expense Breakdown

Grants Paid $20,200

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $314,143

TOTAL EXPENSES $334,343

Year-over-Year Comparison

	2024	2023	Change
Revenue	$354,893	$342,770	+0.0%
Expenses	$334,343	$287,248	+0.2%
Net Income	$20,550	$55,522	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARRIE TEMPLE	PRESIDENT	005.00	Officer Director	$0	$0	$0
TOM COUGHLIN	VICE PRESIDENT	005.00	Officer Director	$0	$0	$0
ED VALERIO	PAST PRESIDENT	002.00	Officer Director	$0	$0	$0
LAUREN LACASSE	TREASURER/SECRETARY	005.00	Officer Director	$0	$0	$0
DEBBIE MITTEN	DIRECTOR	002.00	Director	$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	$354,893	$334,343	$489,688	$20,550
2023	$342,770	$287,248	$477,929	$55,522
2022	$327,644	$273,170	$391,453	$54,474
2021	$279,657	$194,074	$337,906	$85,583
2020	$212,601	$158,446	$266,862	$54,155

Institute of Real Estate Management of Nat'l Assn of Realtors