Northern California Chapter of the Ccim Institute
Nonprofit profile at a glance
- EIN
- 852017978
- IRS 990-EZ coverage
- 2020–2024
- Forms available
- Form 990-EZ 2024
- Location
- Walnut Creek, CA, USA
- Phone
- 7077958095
- Rating
- 63
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $170,782
- Expenses
- $156,114
- Assets
- $83,319
- Liabilities
- $3,748
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- TONY RISHELL (President)
People named in this filing
- TONY RISHELL (President)
- MAX SHAPIRO (Preident-Elect)
- STEPHANIE CHUNG (Director)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To educate and certify commercial real estate professionals and provide them with opportunities to market their products and services.
What it reported doing in 2024
Monthly membership luncheon meetings and district meetings and mixers. Average attendance of 40 people
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
- Direct operator. The filing allocates 100% 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 program spending has grown recently. 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: 48
- Transparency & Controls: 82
- Sustainability: 48
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 46.1%; rating input score 46
- Program expense ratio: 50.5%; rating input score 50
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 8.6%; rating input score 55; 55th percentile among comparable filings
- Total-asset coverage ratio: 0.53; rating input score 39; 39th percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 31; 31st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 22.3% per year; rating input score 100; 78th percentile among comparable filings
- Revenue growth: 10.5% per year; rating input score 100; 68th percentile among comparable filings
- Asset growth: -8% per year; rating input score 0; 13th percentile among comparable filings
Details
- Where the money goes: 46.1% of revenue deployed · 50.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $79K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 5 filing years from 2020 to 2024
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 46/100.
- Review — Financial Efficiency: Program expense ratio scored 50/100.
- Review — Sustainability: Operating margin scored 55/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 31/100.