Institute of Real Estate Management Orange County Chapter 91 (EIN 800965305) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Basil Newburn	Vice President	Officer Director	$0	$0	$0
Oscar Rodriguez-Aguila	President	Officer Director	$0	$0	$0
Brianna McHenry	Treasurer	Officer Director	$0	$0	$0
Nicole Bee	Executive Dir.	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

Institute of Real Estate Management Orange County Chapter 91