Upper Midwest Chapter Certified Commercial Investment Members
Nonprofit profile at a glance
- EIN
- 411290333
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990-EZ 2025
- Location
- Plymouth, MN, USA
- Phone
- 6513178040
- Rating confidence
- Limited
Reported finances
- Revenue
- $85,020
- Expenses
- $99,463
- Assets
- $39,045
- Liabilities
- $9,540
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- MARC BASARA (PRESIDENT)
- PATRICK CORBETT (PRESIDENT-ELECT)
- GREG LAMERE (IMMEDIATE PAST PRESIDENT)
People named in this filing
- MARC BASARA (PRESIDENT)
- PATRICK CORBETT (PRESIDENT-ELECT)
- SUZANNE SCHEFCIK (SECRETARY-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-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our organization's primary purpose is commercial real estate education for real estate professionals. Education courses are provided to realtors seeking ccim certification and continuing education courses throughout the year. 2025 educational opportunities included 8 in-person educational courses with 220 attendees combined, 2 online educational courses with 72 attendees, and 7 in-person social/networking events with over 200 people combined. We assist the ccim national institute in achieving its objectives including: course promotion, public relations and membership recruitment. In 2025 we had 129 chapter members, offered 2 scholarship opportunities towards ccim designation education to our members, advertised the ccim designation through social media and local publications, and held 10 board meetings.
What it reported doing in 2025
Education courses are provided to realtors seeking ccim certification and continuing education courses throughout the year. 2025 educational opportunities included 8 in-person educational courses with 220 attendees combined, 2 online educational courses with 72 attendees, and 7 in-person social/networking events with over 200 people combined.
Operating model
- Revenue model
- Earned-program. 83% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 21
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -17%; rating input score 24; 24th percentile among comparable filings
- Total-asset coverage ratio: 0.39; rating input score 27; 27th percentile among comparable filings
- Liabilities to assets ratio: 0.24; rating input score 11; 11th percentile among comparable filings
- Officer compensation ratio: 23.5%; rating input score 7; 7th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -3.4% per year; rating input score 0; 38th percentile among comparable filings
- Asset growth: -1.2% per year; rating input score 0; 33rd percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 16 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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 — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 24/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 27/100.
- High — Sustainability: Officer compensation ratio scored 7/100.
- High — Sustainability: Liabilities to assets ratio scored 11/100.