Civic Intelligence

Irem Chapter 9

990EZ • Fiscal year 2022 • EIN 47-3010478

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

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

81st percentile

0.21x

Higher debt load relative to assets than 81% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

0.27x

Higher debt load relative to revenue than 85% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

48th percentile

1.6%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$40,110

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 52.5% of source-year revenue.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

59th percentile

4.6%

Faster asset growth than 59% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

43rd percentile

5.1%

Faster revenue growth than 43% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$101,942

Up $4,472 (+4.6%) from 2021

Net Assets

Up

$81,041

Up $1,248 (+1.6%) from 2021

Liabilities

Up

$20,902

Up $3,225 (+18%) from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin48th percentile

Revenue

Up

$76,433

Up $3,742 (+5.1%) from 2021

Expenses

Down

$75,185

Down $1,065 (-1.4%) from 2021

Net Income

Up

$1,248

Up $4,807 (+135%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2022

Assets$101,942
Liabilities$20,902
Net Assets$81,041
Open 2022 Filing

Operations Trend

Revenue Growth43rd 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

2022

Revenue$76,433
Expenses$75,185
Net Income$1,248
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Gross Receipts
$76,433
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$40,110-$40,110
KEVIN KIGERDirector-$0--
ROSANNA LAKEMANDirector-$0--
JERRY GREENPresident-$0--
JOANIE MANGEOTDirector-$0--
MAUREEN BEREDAVice Preside-$0--
RON PIONTEKPast Preside-$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
2023-05-01
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 advertising and promotion 602 office 1,793 mileage & parking 377 general membership meetings 11,291 golf outing expense 10,055 bank & credit card fees 3,048 chapter admin's expense 1,446 website expense 1,926 installation expense 2,731 cpm program expense 254 irem world summit 40 rvp reimbursement fund 384 general & adm expense 216 total 34,163”

Form 990-ez, Part II, Line 24

“Accounts receivable 2,200 0 total 2,200 0”

Form 990-ez, Part II, Line 26

“Deferred revenue 17,677 20,902”

Form 990-ez, Part III, Line 31

“Education and certification of property managers”

Raw XML Appendix126 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/BOYAmt095270
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101942
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01248
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt041020
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097470
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101942
IRS990EZ/GrossReceiptsAmt076433
IRS990EZ/GroupExemptionNum03002
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt043382
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079793
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081041
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt079793
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081041
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/CompensationAmt040110
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/PersonNm5MAUREEN BEREDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RON PIONTEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02200
IRS990EZ/OtherExpensesTotalAmt034163
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND CERTIFICATION OF PROPERTY MANAGERS
IRS990EZ/PrintingPublicationsPostageAmt02
IRS990EZ/ProgramServiceRevenueAmt033048
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/BOYAmt017677
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020902
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075185
IRS990EZ/TotalRevenueAmt076433
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 ADVERTISING AND PROMOTION 602 OFFICE 1,793 MILEAGE & PARKING 377 GENERAL MEMBERSHIP MEETINGS 11,291 GOLF OUTING EXPENSE 10,055 BANK & CREDIT CARD FEES 3,048 CHAPTER ADMIN'S EXPENSE 1,446 WEBSITE EXPENSE 1,926 INSTALLATION EXPENSE 2,731 CPM PROGRAM EXPENSE 254 IREM WORLD SUMMIT 40 RVP REIMBURSEMENT FUND 384 GENERAL & ADM EXPENSE 216 TOTAL 34,163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 2,200 0 TOTAL 2,200 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 17,677 20,902
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSANNA LAKEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05132354883
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE A LOFTUS
ReturnHeader/ReturnTs02023-05-02T14:44:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROSANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAKEMAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,942
Liabilities
$20,902
Net assets
$81,041
Revenue
$76,433
Expenses
$75,185
Net income
$1,248
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