Civic Intelligence

Upper Midwest Chapter Certified Commercial Investment Members

990EZ • Fiscal year 2018 • EIN 41-1290333

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

PO Box 47986Plymouth, MN 55447

(651) 317-8040

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

24th percentile

-8.7%

Higher net margin than 24% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

29th percentile

-9.0%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

20%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$137,594

Down $13,632 (-9.0%) from 2017

Net Assets

Down

$137,594

Down $13,632 (-9.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$157,194

Up $26,298 (+20%) from 2017

Expenses

Up

$170,826

Up $49,943 (+41%) from 2017

Net Income

Down

-$13,632

Down $23,645 (-236%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2010: $39,860Liabilities 2010: $8,524Net Assets 2010: $31,3362010Assets 2011: $53,444Liabilities 2011: $1,786Net Assets 2011: $51,6582011Assets 2012: $61,389Net Assets 2012: $61,3892012Assets 2013: $80,690Liabilities 2013: $0Net Assets 2013: $80,6902013Assets 2014: $108,244Liabilities 2014: $0Net Assets 2014: $108,2442014Assets 2015: $137,362Liabilities 2015: $9,120Net Assets 2015: $128,2422015Assets 2016: $138,370Liabilities 2016: $1,995Net Assets 2016: $136,3752016Assets 2017: $151,226Liabilities 2017: $0Net Assets 2017: $151,2262017Assets 2018: $137,594Liabilities 2018: $0Net Assets 2018: $137,5942018Assets 2019: $92,976Liabilities 2019: $3,255Net Assets 2019: $89,7212019Assets 2020: $109,186Liabilities 2020: $7,655Net Assets 2020: $101,5312020Assets 2021: $95,018Liabilities 2021: $6,508Net Assets 2021: $88,5102021Assets 2022: $62,066Liabilities 2022: $4,617Net Assets 2022: $57,4492022Assets 2023: $50,973Liabilities 2023: $2,835Net Assets 2023: $48,1382023Assets 2024: $48,291Liabilities 2024: $4,343Net Assets 2024: $43,9482024

Highlighted filing

2018

Assets$137,594
Liabilities$0
Net Assets$137,594

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $135,949Expenses 2010: $145,638Net Income 2010: -$9,6892010Revenue 2011: $119,590Expenses 2011: $99,268Net Income 2011: $20,3222011Revenue 2012: $79,496Expenses 2012: $69,765Net Income 2012: $9,7312012Revenue 2013: $97,274Expenses 2013: $74,547Net Income 2013: $22,7272013Revenue 2014: $111,694Expenses 2014: $86,679Net Income 2014: $25,0152014Revenue 2015: $119,567Expenses 2015: $95,607Net Income 2015: $23,9602015Revenue 2016: $116,209Expenses 2016: $110,745Net Income 2016: $5,4642016Revenue 2017: $130,896Expenses 2017: $120,883Net Income 2017: $10,0132017Revenue 2018: $157,194Expenses 2018: $170,826Net Income 2018: -$13,6322018Revenue 2019: $112,600Expenses 2019: $160,473Net Income 2019: -$47,8732019Revenue 2020: $45,288Expenses 2020: $33,478Net Income 2020: $11,8102020Revenue 2021: $44,300Expenses 2021: $57,321Net Income 2021: -$13,0212021Revenue 2022: $80,032Expenses 2022: $110,473Net Income 2022: -$30,4412022Revenue 2023: $67,195Expenses 2023: $76,506Net Income 2023: -$9,3112023Revenue 2024: $86,295Expenses 2024: $90,485Net Income 2024: -$4,1902024

Highlighted filing

2018

Revenue$157,194
Expenses$170,826
Net Income-$13,632
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$157,194
Mission and Program Overview

Mission

Commercial real estate education

Program Services

DescriptionGrantsExpenses
GRADUATE AND NON-GRADUATE EDUCATION COURSES ARE PROVIDED TO REALTORS SEEKING CCIM CERTIFICATION AND CONTINUING EDUCATION COURSES THROUGH OUT THE YEAR.--
PROMOTING THE IMAGE AND REPUTATION OF REALTORS NATIONAL MARKETING INSTITUTE AND ITS CCIM DESIGNEES.--
ASSISTING REALTORS NATIONAL MARKETING INSTITUTE IN ACHIEVING ITS OBJECTIVES INCLUDING: MARKET FEEDBACK, COURSE PROMOTION, PUBLIC RELATIONS AND MEMBERSHIP RECRUITMENT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON BUTTERFIELDDirector-$0--
MOLLY GHERTYDirector-$0--
CHELSIE JOHNSONPres Elect-$0--
MARK ROBINSONVice President-$0--
CHRISTOPHER JACOBSONPresident-$0--
DAVE GALLEBERGDirector-$0--
TONY CARLSONImmed Past Pres-$0--
ROZ PETERSONDirector-$0--
GINA FOXDirector-$0--
FRANK CLARKDirector-$0--
TONG KHANGDirector-$0--
KATIE CLARK CCIMDirector-$0--
HERB TOUSLEYSec/Treasurer-$0--
JACQUIE WILLIAMSChapter Admin-$0--
Filing and Contact Details

Filer

Filer Name
Upper Midwest Chapter Certified
EIN
41-1290333
Phone
6513178040
Address
PO BOX 47986, PLYMOUTH, MN 55447

Signing Officer

Name
Christopher Jacobson
Title
President
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Gail R Uram
Address
15 N SANCHEZ CT, Hot Springs Village, AR 71909-7778
Preparer
Gail R Uram
Phone
5012265271
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $2745

Other Expenses.1002

Office Expenses $310

Other Expenses.1003

Information Technology $1145

Other Expenses.1005

Travel $16262

Other Expenses.1007

Conferences, Conventions, and Meetings $94707

Other Expenses.1012

Insurance $326

Other Expenses.1

SOCIAL MTG EXP $8799

Other Expenses.2

Scholarship expenses $7135

Other Expenses.3

REGION 5 DINNER $4524

Other Expenses.4

EDUC EXP $3603

Other Expenses.5

DESIGNEE PROMOTION $3028

Other Expenses.6

Past president luncheon $2206

Other Expenses.7

Sior/ccim joint program $2126

Other Expenses.8

Bd of directors expense reimb $1932

Other Expenses.9

BK &CR CARD FEES $1489

Other Expenses.10

COMMITTEE EXPENSES $952

Other Expenses.11

SPONSORSHIP $381

Other Expenses.13

PAYPAL FEES $230

Other Expenses.14

OPERATIONS OTHER $219

Other Expenses.15

MISC $100

Other Expenses.16

CAREER GUIDANCE $86

Other Assets.1

- Beginning $4139 - Ending $1932

Raw XML Appendix189 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLYMOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON BUTTERFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOLLY GHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHELSIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTOPHER JACOBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVE GALLEBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TONY CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROZ PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GINA FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9FRANK CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TONG KHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KATIE CLARK CCIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12HERB TOUSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13JACQUIE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRES ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6IMMED PAST PRES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13CHAPTER ADMIN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04139
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01932
IRS990EZ/OtherExpensesTotalAmt0152305
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMERCIAL REAL ESTATE EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0321
IRS990EZ/ProgramServiceRevenueAmt0113214
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRADUATE AND NON-GRADUATE EDUCATION COURSES ARE PROVIDED TO REALTORS SEEKING CCIM CERTIFICATION AND CONTINUING EDUCATION COURSES THROUGH OUT THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROMOTING THE IMAGE AND REPUTATION OF REALTORS NATIONAL MARKETING INSTITUTE AND ITS CCIM DESIGNEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ASSISTING REALTORS NATIONAL MARKETING INSTITUTE IN ACHIEVING ITS OBJECTIVES INCLUDING: MARKET FEEDBACK, COURSE PROMOTION, PUBLIC RELATIONS AND MEMBERSHIP RECRUITMENT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0170826
IRS990EZ/TotalRevenueAmt0157194
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MINNESOTADAKOTASCCIM.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $16262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $94707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SOCIAL MTG EXP $8799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOLARSHIP EXPENSES $7135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REGION 5 DINNER $4524
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9EDUC EXP $3603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESIGNEE PROMOTION $3028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PAST PRESIDENT LUNCHEON $2206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SIOR/CCIM JOINT PROGRAM $2126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BD OF DIRECTORS EXPENSE REIMB $1932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BK &CR CARD FEES $1489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15COMMITTEE EXPENSES $952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SPONSORSHIP $381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PAYPAL FEES $230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18OPERATIONS OTHER $219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19MISC $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20CAREER GUIDANCE $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21- Beginning $4139 - Ending $1932
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Assets.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER JACOBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER MIDWEST CHAPTER CERTIFIED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COMMERCIAL INVESTMENT MEMBERS
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0411290333
ReturnHeader/Filer/PhoneNum06513178040
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 47986
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055447
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gail R Uram
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 N SANCHEZ CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hot Springs Village
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0719097778
ReturnHeader/PreparerPersonGrp/PhoneNum05012265271
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gail R Uram
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-13T13:56:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.04$0.44$0.86$0.90$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.03$0.48$0.67$0.77$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.05$0.57$0.80$1.10$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.07$0.89$0.44$0.57$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.08$1.02$0.45$0.33$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.03$0.90$1.13$1.60$0.48
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.57$1.71$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.31$1.21$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.02$1.36$1.16$1.11$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.09$1.28$1.20$0.96$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.12$0.87$0.25
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.97$0.75$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.61$0.79$0.70$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.02$0.52$1.20$0.99$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.09$0.31$1.36$1.46$0.10