INSTITUTE OF REAL ESTATE MANGEMENT 85 SAN JOAQUIN (EIN 510221198) - 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

1976

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

INSTITUTE OF REAL ESTATE MANGEMENT 85 SAN JOAQUIN, founded in 1976, is a micro nonprofit that reported $57K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $51K left a modest 11% surplus.

Mission

PROMOTE KNOWLEDGE AND ETHICS IN THE FIELD OF REAL ESTATE AND 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 $0

Program Service Revenue $13,862

Investment Income $7

Other Revenue $43,383

TOTAL REVENUE $57,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,909

Other Expenses $50,909

TOTAL EXPENSES $50,909

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,252	$42,464	+0.3%
Expenses	$50,909	$43,599	+0.2%
Net Income	$6,343	$-1,135	-6.6%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
KEM THURMAN	SECRETARY	Officer	$0	$0	$0
VICTORIA ECCELSTON	PRESIDENT ELECT	Officer	$0	$0	$0
NAN BROWN	TREASURER	Officer	$0	$0	$0
JESSICA KRAUSGRILL	PRESIDENT	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	$57,252	$50,909	$81,677	$6,343
2022	$42,464	$43,599	$75,334	$-1,135
2021	$36,532	$17,352	$76,469	$19,180
2020	$37,268	$34,084	$57,289	$3,184
2019	$69,133	$53,048	$54,105	$16,085
2018	$68,539	$59,258	$38,020	$9,281

INSTITUTE OF REAL ESTATE MANGEMENT 85 SAN JOAQUIN