Institute of Real Estate Management Orange County Chapter 91
Nonprofit profile at a glance
- EIN
- 800965305
- IRS 990 coverage
- 2014–2025
- Forms available
- Form 990 2025
- Location
- Newport Beach, CA, USA
- Phone
- 7144509333
- Rating
- 61
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Real Estate Associations
Reported finances
- Revenue
- $657,253
- Expenses
- $576,375
- Assets
- $530,695
- Liabilities
- $139,824
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Basil Newburn (Vice President)
- Oscar Rodriguez-Aguila (President)
People named in this filing
- Basil Newburn (Vice President)
- Oscar Rodriguez-Aguila (President)
- Brianna McHenry (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2025
INDUSTRY PARTNERS: The association fosters strong relationships with industry partners, including vendors, service providers, and stakeholders, to create mutually beneficial opportunities. By facilitating networking events, sponsorship programs, and collaborative ventures, we connect our members with valuable resources and innovative solutions that support their business operations. These partnerships play a critical role in driving innovation and advancing the collective goals of the real estate community. Their partnership and support enable us to provide the educational and networking programs throughout the year.
Operating model
- Revenue model
- Earned-program. 89% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 96% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 44
- Transparency & Controls: 82
- Accountability: 76
- Sustainability: 52
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 46.8%; rating input score 47
- Program expense ratio: 54.1%; rating input score 54
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 90.9%; rating input score 91; 10th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 80.6%; rating input score 81; 39th percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 12.3%; rating input score 60; 60th percentile among comparable filings
- Total-asset coverage ratio: 0.92; rating input score 41; 41st percentile among comparable filings
- Liabilities to assets ratio: 0.26; rating input score 21; 21st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings
Growth
- Program expense growth: -4.2% per year; rating input score 0; 8th percentile among comparable filings
- Revenue growth: -0.9% per year; rating input score 0; 9th percentile among comparable filings
- Asset growth: 5% per year; rating input score 100; 35th percentile among comparable filings
Details
- Where the money goes: 46.8% of revenue deployed · 54.1% of spending went to programs
- Governance: 313 of 313 board members independent · 3 of 7 filing controls reported
- Programs: 4 filed program accomplishments · $325K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Highest-paid contractors: 1 contractor listed · $201K reported
- Consistency: 17 of 18 current checks pass · 1 finding to review
- Schedules: 4 filed schedules · includes grants
- Filing history: 11 filing years from 2014 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 1 filed related-organization link
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 47/100.
- Review — Financial Efficiency: Program expense ratio scored 54/100.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
- High — Sustainability: Liabilities to assets ratio scored 21/100.