Association of Corporate Real Estate Executives of Southern California
Nonprofit profile at a glance
- EIN
- 454543363
- IRS 990-EZ coverage
- 2024–2025
- Forms available
- Form 990 2015, Form 990-EZ 2025
- Location
- Moreno Valley, CA, USA
- Phone
- 9514133471
- Rating
- 39
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Real Estate Associations
Reported finances
- Revenue
- $154,406
- Expenses
- $182,389
- Assets
- $153,230
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- CAYLIE BONTZ (President)
- HUNTER LAMBERT (Vice President)
People named in this filing
- CAYLIE BONTZ (President)
- HUNTER LAMBERT (Vice President)
- SAM AARON (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The organization operates for the purpose of organizing and conducting regular meetings, luncheons, parties, charity fundraisers, events and similar functions, primarily for networking, educational and marketing purposes which are focused within the field of commercial real estate.
What it reported doing in 2025
The activity of the organization furthers the exempt purpose of the organization through the coordination of meetings, gatherings, and discussions amongst memebers of the local professional commercial real estate community. The meetings and events held by the organization allow such industry professionals to engage in face to face discussions, to stay apprised regarding market conditions and trends, to receive further education on topics relevant to their fields by the discussion panelists, to meet new people involved in the industry, and to otherwise participate in marketing and networking activities.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
REVIEW - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 3
- Transparency & Controls: 82
- Sustainability: 27
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 5.2%; rating input score 5
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -18.1%; rating input score 8; 8th percentile among comparable filings
- Total-asset coverage ratio: 0.84; rating input score 53; 53rd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 6.9% per year; rating input score 100; 53rd percentile among comparable filings
- Asset growth: 14.5% per year; rating input score 100; 69th percentile among comparable filings
Details
- Where the money goes: 5.2% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 2 filing years from 2024 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 5/100.
- High — Sustainability: Operating margin scored 8/100.
- Review — Sustainability: Total-asset coverage ratio scored 53/100.