Civic Intelligence

Education Foundation of the CCIM

EIN 36-3773054 • 501(c)3 • Chicago, IL

Profile

Advancing and fostering commercial real estate education through scholarships, programs, and research initiatives.

430 N Michigan Ave Ste 700Chicago, IL 60611

ccimef.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.04x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$438,380

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 31.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

54th percentile

5.4%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

814%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,047,443

Up $359,706 (+5.4%) from 2023

Liabilities

Up

$60,423

Up $7,767 (+15%) from 2023

Net Assets

Up

$6,987,020

Up $351,939 (+5.3%) from 2023

Revenue

Up

$1,372,263

Up $1,222,102 (+814%) from 2023

Expenses

Up

$814,409

Up $177,625 (+28%) from 2023

Net Income

Up

$557,854

Up $1,044,477 (+215%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $5,746,129Liabilities 2018: $5,000Net Assets 2018: $5,741,1292018Assets 2019: $6,543,694Liabilities 2019: $26,632Net Assets 2019: $6,517,0622019Assets 2020: $6,997,608Liabilities 2020: $50,832Net Assets 2020: $6,946,7762020Assets 2021: $7,507,081Liabilities 2021: $16,856Net Assets 2021: $7,490,2252021Assets 2022: $6,288,638Liabilities 2022: $21,608Net Assets 2022: $6,267,0302022Assets 2023: $6,687,737Liabilities 2023: $52,656Net Assets 2023: $6,635,0812023Assets 2024: $7,047,443Liabilities 2024: $60,423Net Assets 2024: $6,987,0202024

Highlighted filing

2024

Assets$7,047,443
Liabilities$60,423
Net Assets$6,987,020

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2018: $580,298Expenses 2018: $284,061Net Income 2018: $296,2372018Revenue 2019: $441,153Expenses 2019: $344,026Net Income 2019: $97,1272019Revenue 2020: $387,294Expenses 2020: $283,562Net Income 2020: $103,7322020Revenue 2021: $827,056Expenses 2021: $359,678Net Income 2021: $467,3782021Revenue 2022: $700,109Expenses 2022: $505,125Net Income 2022: $194,9842022Revenue 2023: $150,161Expenses 2023: $636,784Net Income 2023: -$486,6232023Revenue 2024: $1,372,263Expenses 2024: $814,409Net Income 2024: $557,8542024

Highlighted filing

2024

Revenue$1,372,263
Expenses$814,409
Net Income$557,854

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 23, 2025
Return Version
2024v5.2
Gross Receipts
$5,270,586
Mission and Program Overview

Mission

Advancing and fostering commercial real estate education through scholarships, programs, and research initiatives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,411,147$6,241,889▼ $169,258
Cash and Non-Interest-Bearing Accounts$254,872$772,576▲ $517,704
Prepaid Expenses and Deferred Charges$21,718$21,978▲ $260
Accounts Receivable$0$11,000▲ $11,000
Total Assets$6,687,737$7,047,443▲ $359,706
Liabilities
Accounts Payable and Accrued Expenses$28,736$57,096▲ $28,360
Deferred Revenue$23,920$3,327▼ $20,593
Total Liabilities$52,656$60,423▲ $7,767
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,135,214$5,261,200▲ $125,986
Net Assets Without Donor Restrictions$1,499,867$1,725,820▲ $225,953
Total Net Assets Fund Balance$6,635,081$6,987,020▲ $351,939
Total Liabilities and Net Assets / Fund Balance$6,687,737$7,047,443▲ $359,706

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,819,944$305,556▲ $585,584$336,997$5,962,906
2023$5,507,845$341,596▲ $561,213$288,679$5,819,944
2022$5,406,280$794,726▼ $628,494$-152,581$5,507,845
2021$5,144,130$168,300▲ $308,527$49,164$5,406,280
2020$4,755,650$250,050▲ $219,271-$5,144,130
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kari PantolExecutive DirectorFT$97,859$2,749$100,608

Board Members and Trustees

NameTitle
Ellen HsuImmediate Past President
James RobertsonPresident
David WilsonVice President
Adam PalmerDirector
Andie EdmondsDirector
Beverly KeithDirector
Bo BarronDirector
Craig FrinfrockDirector
David HyunDirector
Glenn PreussDirector
Heather MullDirector
Jeffrey LyonDirector
Jim SandersonDirector
Kenisha RobnettDirector
Kimberly BakerDirector
Larry EuDirector
Les CallahanDirector
Patricia LynnDirector
Paul LynnDirector
Richard JugeDirector
Susan McclureDirector
Tim BlairDirector
Walter LuiDirector
Paul RumlerCEO/evp of Ccim Institute
Richard SlatonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$448,464
Program Service Revenue
$0
Investment Income
$841,189
Other Revenue
$82,610
All Other Contributions
$404,349
Change in Net Assets
$557,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$391,161
Other Expenses$226,172
Salaries, Compensation, and Employee Benefits$197,076
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$391,161--$391,161
Other Salaries and Wages$78,639$78,639-$157,278
Fees for Services Other$1,851$108,627-$110,478
Fees for Services Management$22,292$22,292-$44,584
Other Employee Benefits$12,662$12,662-$25,324
Information Technology-$22,694-$22,694
Fees for Services Accounting-$18,700-$18,700
Fees for Service Investment Mgmnt Fees-$14,704-$14,704
Payroll Taxes$7,237$7,237-$14,474
Travel$134$7,339-$7,473
Other Expenses$5,703--$5,703
Office Expenses-$1,836-$1,836
Total Functional Expenses$519,679$294,730$0$814,409
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$148,018
Fundraising Direct Expenses$65,408
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ring of Fire$171,133$144,018$27,665$116,353
Yacht Excursion Auction$21,000$4,000-$4,000
Total Events$192,133$148,018$65,408$82,610
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Ccim institute is the sole member of ccim foundation.

Form 990, Part VI, Section A, Line 7A

Ccim institute, as the sole member of the organization, must approve all members of the board of directors.

Form 990, Part VI, Section A, Line 7B

No amendment in governing documents shall take effect unless approved by the ccim institute.

Form 990, Part VI, Section B, Line 11B

The board retains the services of an independent cpa firm to prepare the organization's form 990. The form 990 is then reviewed by the foundation's executive director, president, and treasurer. A complete copy is provided to the full board before filing with the irs.

Form 990, Part VI, Section B, Line 12C

All volunteers and employees must submit a signed conflict of interest policy and disclosure form. Volunteers and employees who fail to agree and adhere to the terms and conditions of the conflict of interest policy shall not be eligible to serve in the foregoing positions.

Form 990, Part VI, Section B, Line 15

The ceo is paid by a related organization, ccim institute. The compensation is determined by the ccim institute's leadership team using compensation surveys in the associated field. The compensation is subsequently approved the executive commitee of the board. Ccim institute's other officers' compensation is determined by the ceo and compensation surveys in the associated field.

Form 990, Part VI, Section C, Line 19

The ccim foundation's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

FORM 990, PART VII, SECTION A:

Compensation reported for the executive director of education foundation of the ccim institute, kari pantol, has been paid by a related organization and common paymaster, ccim institute ein #36-3743268. Since all services performed by these individuals were for the education foundation of the ccim institute, the compensation has been reported in column d as if paid by the organization. Ccim institute has complied with payroll filing requirements.

Filing and Contact Details

Filer

Filer Name
Education Foundation of the Ccim
EIN
36-3773054
Phone
8772246331
Address
430 N MICHIGAN AVE STE 700, CHICAGO, IL 60611
Doing Business As
Ccim Foundation

Signing Officer

Name
Gail Collins
Title
Executive Director
Phone
8772246331
Signed
2025-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gail Collins
Formed
1991
Legal Domicile
Il
Voting Board Members
25
Independent Board Members
24
Employees
0
Volunteers
24

Preparer

Firm
Plante & Moran Pllc
Address
10 S RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
David Lowenthal
Phone
3122071040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees for services: program service expenses 1,851. Management and general expenses 108,627. Fundraising expenses 0. Total expenses 110,478.

Financial Statement Notes

PART V, LINE 4:

The organization's endowment funds are used for scholarship assistance, research projects, and to provide for future operating and developmental needs, demands and continued growth of ccim foundation and ccim institute.

Raw XML AppendixShowing 400 of 712 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm22GLENN PREUSS
IRS990/Form990PartVIISectionAGrp/PersonNm23KENISHA ROBNETT
IRS990/Form990PartVIISectionAGrp/PersonNm24JIM SANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm25KARI PANTOL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO/EVP OF CCIM INSTITUTE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt044115
IRS990/FundraisingDirectExpensesAmt065408
IRS990/FundraisingGrossIncomeAmt0148018
IRS990/GainOrLossGrp/SecuritiesAmt0641178
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt0391161
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0391161
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0391161
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04474093
IRS990/GrossReceiptsAmt05270586
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt022694
IRS990/InformationTechnologyGrp/TotalAmt022694
IRS990/InvestmentIncomeGrp/ExclusionAmt0200011
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0200011
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06411147
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06241889
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03832915
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ADVANCING AND FOSTERING COMMERCIAL REAL ESTATE EDUCATION THROUGH SCHOLARSHIPS, PROGRAMS, AND RESEARCH INITIATIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06635081
IRS990/NetAssetsOrFundBalancesEOYAmt06987020
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0641178
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0641178
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt082610
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt082610
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-205915
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01499867
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01725820
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01836
IRS990/OfficeExpensesGrp/TotalAmt01836
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012662
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012662
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025324
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt05703
IRS990/OtherExpensesGrp/TotalAmt05703
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt078639
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt078639
IRS990/OtherSalariesAndWagesGrp/TotalAmt0157278
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IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0389385
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0254798
IRS990/PYInvestmentIncomeAmt0-232944
IRS990/PYOtherExpensesAmt0212130
IRS990/PYOtherRevenueAmt0-6280
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYTotalExpensesAmt0636784
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0557854
IRS990/RegularMonitoringEnfrcInd01

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