Civic Intelligence

Irem Chapter 9

990EZ • Fiscal year 2021 • EIN 47-3010478

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 01, 2022

Organization ProfileWWW.IREM.ORG
3 Beechurst Woods LaneCincinnati, OH 45233

(513) 235-4883

Siviq Scores

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

Liabilities / Assets

78th percentile

0.18x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.24x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

29th percentile

-4.9%

Higher net margin than 29% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$44,110

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 60.7% of source-year revenue.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

28th percentile

-4.6%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-8.2%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$97,470

Down $4,705 (-4.6%) from 2020

Net Assets

$79,793

No earlier filing loaded for comparison.

Liabilities

Down

$17,677

Down $1,146 (-6.1%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin29th percentile

Revenue

Down

$72,691

Down $6,474 (-8.2%) from 2020

Expenses

Up

$76,250

Up $13,779 (+22%) from 2020

Net Income

Down

-$3,559

Down $20,253 (-121%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$150K$100K$50K$0Assets 2016: $57,497Liabilities 2016: $16,1602016Assets 2017: $72,713Liabilities 2017: $23,2942017Assets 2018: $80,997Liabilities 2018: $20,3672018Assets 2019: $78,543Liabilities 2019: $11,8852019Assets 2020: $102,175Liabilities 2020: $18,8232020Assets 2021: $97,470Liabilities 2021: $17,677Net Assets 2021: $79,7932021Assets 2022: $101,942Liabilities 2022: $20,902Net Assets 2022: $81,0412022Assets 2023: $84,890Liabilities 2023: $15,683Net Assets 2023: $69,2072023Assets 2024: $78,441Liabilities 2024: $9,032Net Assets 2024: $69,4092024

Highlighted filing

2021

Assets$97,470
Liabilities$17,677
Net Assets$79,793
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $88,266Expenses 2016: $83,198Net Income 2016: $5,0682016Revenue 2017: $97,778Expenses 2017: $89,696Net Income 2017: $8,0822017Revenue 2018: $101,225Expenses 2018: $90,014Net Income 2018: $11,2112018Revenue 2019: $92,661Expenses 2019: $86,633Net Income 2019: $6,0282019Revenue 2020: $79,165Expenses 2020: $62,471Net Income 2020: $16,6942020Revenue 2021: $72,691Expenses 2021: $76,250Net Income 2021: -$3,5592021Revenue 2022: $76,433Expenses 2022: $75,185Net Income 2022: $1,2482022Revenue 2023: $62,958Expenses 2023: $74,791Net Income 2023: -$11,8332023Revenue 2024: $79,828Expenses 2024: $79,626Net Income 2024: $2022024

Highlighted filing

2021

Revenue$72,691
Expenses$76,250
Net Income-$3,559
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 1, 2022
Return Version
2021v4.0
Gross Receipts
$72,691
Mission and Program Overview

Mission

Education & certification of property managers

Education and certification of property managers

Program Services

DescriptionGrantsExpenses
MEMBERSHIP PROVIDES WORKING CAPITAL FOR ORGANIZATION--
MEETINGS PROMOTE FELLOWSHIP AND EXCHANGE OF INFORMATION--
SPECIAL PROGRAMS PROMOTE NETWORKING FOR MEMBERS--
EDUCATION AND CERTIFICATION OF PROPERTY MANAGERS--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEIDRE FORRESTERExecutive DiFT$44,110-$44,110
KEVIN KIGERDirector-$0--
ROSANNA LAKEMANDirector-$0--
JERRY GREENDirector-$0--
JOANIE MANGEOTDirector-$0--
RON PIONTEKPresident-$0--
SCOTT MCFALLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Irem Chapter 9
EIN
47-3010478
Phone
5132354883
Address
3 BEECHURST WOODS LANE, CINCINNATI, OH 45233

Signing Officer

Name
Rosanna Lakeman
Title
Director
Phone
5132354883
Signed
2022-09-01
Discuss with paid preparer
Yes

Preparer

Firm
LOFTUS & LOFTUS CPA'S
Address
3355 KULIGA PARK, CINCINNATI, OH 45248
Preparer
Marjorie a Loftus
Phone
5135985441
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

“Grants - michelle craddock - 1,000 daughter killed in auto accident 2002 ford circle, suite e, milford, oh 45150”

Form 990-ez, Part I, Line 16

“Expenses office 329 mileage & parking 195 irem regional conference 49 general membership meetings 8,411 golf outing expense 10,480 bank & credit card fees 2,421 chapter admin's expense 1,406 website expense 1,740 anti virus software 129 installation expense 5,083 total 30,243”

Form 990-ez, Part II, Line 24

“Accounts receivable 1,100 2,200 total 1,100 2,200”

Form 990-ez, Part II, Line 26

“Deferred revenue 18,823 17,677”

Form 990-ez, Part III, Line 31

“Education and certification of property managers”

Raw XML Appendix127 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DEIDRE FORRESTER
IRS990EZ/BooksInCareOfDetail/PhoneNum05132354883
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03 BEECHHURST WOODS LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045233
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101075
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt095270
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3559
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt044950
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0102175
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097470
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt072691
IRS990EZ/GroupExemptionNum03002
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt043191
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083352
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079793
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083352
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079793
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt044110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEIDRE FORRESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN KIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSANNA LAKEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JERRY GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOANIE MANGEOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RON PIONTEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT MCFALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01100
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02200
IRS990EZ/OtherExpensesTotalAmt030243
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND CERTIFICATION OF PROPERTY MANAGERS
IRS990EZ/PrintingPublicationsPostageAmt057
IRS990EZ/ProgramServiceRevenueAmt029497
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERSHIP PROVIDES WORKING CAPITAL FOR ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEETINGS PROMOTE FELLOWSHIP AND EXCHANGE OF INFORMATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPECIAL PROGRAMS PROMOTE NETWORKING FOR MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3EDUCATION AND CERTIFICATION OF PROPERTY MANAGERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018823
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017677
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076250
IRS990EZ/TotalRevenueAmt072691
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IREM.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS - MICHELLE CRADDOCK - 1,000 DAUGHTER KILLED IN AUTO ACCIDENT 2002 FORD CIRCLE, SUITE E, MILFORD, OH 45150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 329 MILEAGE & PARKING 195 IREM REGIONAL CONFERENCE 49 GENERAL MEMBERSHIP MEETINGS 8,411 GOLF OUTING EXPENSE 10,480 BANK & CREDIT CARD FEES 2,421 CHAPTER ADMIN'S EXPENSE 1,406 WEBSITE EXPENSE 1,740 ANTI VIRUS SOFTWARE 129 INSTALLATION EXPENSE 5,083 TOTAL 30,243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 1,100 2,200 TOTAL 1,100 2,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 18,823 17,677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATION AND CERTIFICATION OF PROPERTY MANAGERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSANNA LAKEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05132354883
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IREM CHAPTER 9
ReturnHeader/Filer/BusinessNameControlTxt0IREM
ReturnHeader/Filer/EIN0473010478
ReturnHeader/Filer/PhoneNum05132354883
ReturnHeader/Filer/USAddress/AddressLine1Txt03 BEECHURST WOODS LANE
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045233
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311334558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOFTUS & LOFTUS CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03355 KULIGA PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045248
ReturnHeader/PreparerPersonGrp/PhoneNum05135985441
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE A LOFTUS
ReturnHeader/ReturnTs02022-09-01T17:22:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROSANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAKEMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,470
Liabilities
$17,677
Net assets
$79,793
Revenue
$72,691
Expenses
$76,250
Net income
-$3,559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.09$0.69$0.80$0.80$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.16$0.69$0.63$0.75$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.21$0.81$0.76$0.75$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.18$0.80$0.73$0.76$0.04
2020Summary only. Only limited summary data is available for this year.$1.02$0.19$0.79$0.62$0.17
2019Summary only. Only limited summary data is available for this year.$0.79$0.12$0.93$0.87$0.06
2018Summary only. Only limited summary data is available for this year.$0.81$0.20$1.01$0.90$0.11
2017Summary only. Only limited summary data is available for this year.$0.73$0.23$0.98$0.90$0.08
2016Summary only. Only limited summary data is available for this year.$0.57$0.16$0.88$0.83$0.05