NORTH TEXAS CHAPTER CCIM

EIN: 751545278

Dallas, TX

Total Revenue
$245,092
Total Expenses
$272,406
Total Assets
$206,392
Net Assets
$206,392
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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
1977
Legal Domicile
TX
Principal Officer
COURTNEY STANFORD CCIM
Phone
9722339107
Tax Period
2024-01-01 to 2024-12-31

NORTH TEXAS CHAPTER CCIM, founded in 1977, is a small nonprofit that reported $245K in total revenue in fiscal year 2024. Expenses of $272K exceeded revenue, resulting in a 11% operating deficit.

Mission

AS A CHAPTER OF THE COMMERCIAL INVESTMENT REAL ESTATE INSTITUTE THE OBJECTIVES OF THE CHAPTER SHALL BE THE FOLLOWING:1) PROVIDING A FORUM FOR THE EXCHANGE OF INFORMATION AND BUSINESS DEVELOPMENT.2) PROMOTING THE IMAGE AND REPUTATION OF THE INSTITUTE, DESIGNATION, AND THE CHAPTER'S CCIM DESIGNEE MEMBERS.3) GIVING ASSISTANCE AND GUIDANCE TO CANDIDATES SEEKING TO BECOME DESIGNEES.4) PROVIDING OPPORTUNITY FOR PARTICIPATION BY MEMBERS OF THE INSTITUTE IN AN ONGOING PROGRAM OF REAL ESTATE EDUCATION BY SUPPORTING THE EDUCATION PROGRAM OF THE INSTITUTE.5) ASSISTING THE INSTITUTE IN ACHIEVING THEIR PURPOSES AND OBJECTIVES INCLUDING: MARKET FEEDBACK, COURSE PROMOTION, PUBLIC RELATIONS, AND MEMBERSHIP RECRUITMENT AND RETENTION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $72,487
Program Service Revenue $195,314
Investment Income $0
Other Revenue $-22,709
TOTAL REVENUE $245,092

Expense Breakdown

Grants Paid $1,750
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $270,656
TOTAL EXPENSES $272,406

Year-over-Year Comparison

2024 2023 Change
Revenue $245,092 $238,550 +0.0%
Expenses $272,406 $213,657 +0.3%
Net Income $-27,314 $24,893 -2.1%
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

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
100

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
5
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
YVETTER HERNANDEZ Secretary 2.00
Officer Director
$0 $0 $0
LANI VELER CCIM Vice President 2.00
Officer Director
$0 $0 $0
COURTNEY STANFORD CCIM President 2.00
Officer Director
$0 $0 $0
HEATHER CICIRELLO Director 2.00
Director
$0 $0 $0
TIMOTHY BUSS CCIM Treasurer 2.00
Officer Director
$0 $0 $0
KATHY BOOP Director 2.00
Director
$0 $0 $0
MAX SCHWARTZSTEIN CCIM PAST President 2.00
Officer Director
$0 $0 $0
DAN BOWMAN CCIM Director 2.00
Director
$0 $0 $0
CHRISTOPHER MORRIS CCIM Director 2.00
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 $245,092 $272,406 $206,392 $-27,314
2023 $238,550 $213,657 $233,706 $24,893
2022 $192,616 $240,928 $208,813 $-48,312
2021 $204,295 $232,206 $257,125 $-27,911
2020 $166,629 $137,493 $285,036 $29,136
2019 $310,321 $273,596 $255,900 $36,725
2018 $264,154 $238,252 $219,175 $25,902
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