NORTH CAROLINA CCIM CHAPTER OF THE COMMERCIAL INVESTMENT REAL ESTATE INSTIT (EIN 581586982) - 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

1984

Legal Domicile

Principal Officer

MICHAEL BARR

Phone

3368545868

Tax Period

2022-01-01 to 2022-12-31

NORTH CAROLINA CCIM CHAPTER OF THE COMMERCIAL INVESTMENT REAL ESTATE INSTIT, founded in 1984, is a small nonprofit that reported $223K in total revenue in fiscal year 2022. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE A FORUM FOR THE EXCHANGE OF INFORMATION AND CONTINUING EDUCATION TO CCIM MEMBERS, CANDIDATES, REAL ESTATE PROFESSIONALS, AND TO THE PUBLIC.

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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 $209,758

Investment Income $12,953

Other Revenue $0

TOTAL REVENUE $222,711

Expense Breakdown

Grants Paid $219

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $227,349

TOTAL EXPENSES $227,568

Year-over-Year Comparison

	2022	2021	Change
Revenue	$222,711	$170,553	+0.3%
Expenses	$227,568	$206,352	+0.1%
Net Income	$-4,857	$-35,799	-0.9%

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
JAMES MILNER III	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
PATRICK MURRAY	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
JANICE DIXON	BOARD VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
PHILLIP CORRIHER	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
JOHN BO WINN	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
GINA HENSLEY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CULBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
LISA LONG JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
JASON BURK	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW DENTON	DIRECTOR	1.00	Director	$0	$0	$0
ANDRE COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
TIM LICTENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
MARLENE SPRITZER	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE GALLIMORE	DIRECTOR	1.00	Director	$0	$0	$0
SLEDD THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
ZAC SNYDER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SHAHEEN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL P BARR	CHIEF EXECUTIVE OFFICER	5.00	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	No data	No data	No data	No data
2022	$222,711	$227,568	$212,518	$-4,857
2021	$170,553	$206,352	$292,167	$-35,799
2020	$214,986	$142,959	$295,780	$72,027
2019	$319,032	$311,229	$275,381	$7,803

NORTH CAROLINA CCIM CHAPTER OF THE COMMERCIAL INVESTMENT REAL ESTATE INSTIT