Institute of Real Estate Management Orange County Chapter 91

EIN: 800965305 Community Improvement

Newport Beach, CA

Total Revenue
$657,253
Total Expenses
$576,375
Total Assets
$530,695
Net Assets
$390,871
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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
1980
Legal Domicile
CA
Principal Officer
Nicole Bee
Phone
7144509333
Tax Period
2025-01-01 to 2025-12-31

Institute of Real Estate Management Orange County Chapter 91, founded in 1980, is a small nonprofit in the Community Improvement sector that reported $657K in total revenue in fiscal year 2025. Expenses of $576K left a modest 12% surplus.

Mission

Present and support the top real estate management professionals, their companies and clients by providing indispensable resources, recognized credentials, leading-edge knowledge and meaningful chapter experiences.

Program Service Accomplishments

Program 1
Expenses: $297,344 Revenue: $309,767

PROGRAMS: Our programs are designed to address the diverse needs of our members, offering resources, advocacy, and engagement opportunities that enhance professional development and community...

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PROGRAMS: Our programs are designed to address the diverse needs of our members, offering resources, advocacy, and engagement opportunities that enhance professional development and community involvement. From regulatory updates and legislative advocacy to networking and leadership opportunities, these programs ensure that our members stay informed, connected, and empowered to influence positive change in the real estate industry.

Program 2
Expenses: $21,391 Revenue: $11,303

YOUNG PROFESSIONALS:The Young Professionals program is dedicated to supporting the next generation of real estate leaders. Through mentorship, specialized training, and networking opportunities, we...

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YOUNG PROFESSIONALS:The Young Professionals program is dedicated to supporting the next generation of real estate leaders. Through mentorship, specialized training, and networking opportunities, we provide young professionals with the tools and guidance needed to succeed in the industry. This program fosters leadership development, peer collaboration, and career advancement while promoting the inclusion and representation of emerging talent in the real estate field.

Program 3
Expenses: $6,476 Revenue: $27,294

EDUCATION:Our education initiatives focus on providing members with access to high-quality, industry-specific training and professional development opportunities. Through webinars, workshops, and...

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EDUCATION:Our education initiatives focus on providing members with access to high-quality, industry-specific training and professional development opportunities. Through webinars, workshops, and certification programs, we aim to equip real estate professionals with the latest tools, trends, and knowledge needed to excel in a competitive market. These educational offerings not only enhance skills but also promote best practices and ethical standards within the industry, contributing to overall professional growth.

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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 (2025)

Revenue Breakdown

Contributions & Grants $60,574
Program Service Revenue $586,515
Investment Income $10,164
Other Revenue $0
TOTAL REVENUE $657,253

Expense Breakdown

Grants Paid $12,400
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $325,388
Other Expenses $563,975
TOTAL EXPENSES $576,375

Year-over-Year Comparison

2025 2024 Change
Revenue $657,253 $617,898 +0.1%
Expenses $576,375 $545,593 +0.1%
Net Income $80,878 $72,305 +0.1%
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
313
Independent Members
313
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
3
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Basil Newburn Vice President 0.00
Officer Director
$0 $0 $0
Oscar Rodriguez-Aguila President 0.00
Officer Director
$0 $0 $0
Brianna McHenry Treasurer 0.00
Officer Director
$0 $0 $0
Nicole Bee Executive Dir. 0.00
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
2025 $657,253 $576,375 $530,695 $80,878
2024 $617,898 $545,593 $363,753 $72,305
2023 $620,327 $615,512 $371,292 $4,815
2022 $615,429 $550,906 $294,798 $64,523
2021 $547,765 $451,211 $171,999 $96,554
2020 $313,708 $332,549 $143,456 $-18,841
2019 $690,498 $752,540 $152,051 $-62,042
2018 $715,921 $765,260 $226,848 $-49,339
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