INSTITUTE OF REAL ESTATE MANAGEMENT (EIN 510204223) - 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

2013

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

INSTITUTE OF REAL ESTATE MANAGEMENT, founded in 2013, is a small nonprofit that reported $299K in total revenue in fiscal year 2023. The organization ran a surplus of $59K, a strong 20% operating margin.

Mission

TO PROVIDE CONTINUTING EDUCATION, CERTIFICATION, AND NETWORKING OPPORTUNITIES FOR PROFESSOINALS IN REAL ESTATE MANAGEMENT

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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 (2023)

Revenue Breakdown

Contributions & Grants $243,782

Program Service Revenue $47,798

Investment Income $0

Other Revenue $7,217

TOTAL REVENUE $298,797

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $175,651

Other Expenses $240,000

TOTAL EXPENSES $240,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$298,797	N/A	N/A
Expenses	$240,000	N/A	N/A
Net Income	$58,797	N/A	N/A

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

N/A

Independent Members

N/A

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
AUBREY BAILEY	DIRECTOR	1.00	Officer	$0	$0	$0
CARA CANON	DIRECTOR	1.00	Officer	$0	$0	$0
LAURIE RUSHEVICS	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
KATHY HALL	DIRECTOR	1.00	Officer	$0	$0	$0
KEITH JONES	DIRECTOR	1.00	Officer	$0	$0	$0
KEVIN FRIEND	PRESIDENT ELECT	2.00	Officer	$0	$0	$0
KENNETH SCHAEFFER	CHAPTER PRESIDENT	7.00	Officer	$0	$0	$0
ANTHONY TYNAN	PAST PRESIDENT	1.00	Officer	$0	$0	$0
JULIE SIMONO	SECRETARYTREASURER	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	No data	No data	No data	No data
2023	$298,797	$240,000	$223,597	$58,797

INSTITUTE OF REAL ESTATE MANAGEMENT