Civic Intelligence

Irem Chapter 9

990EZ • Fiscal year 2023 • EIN 47-3010478

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization ProfileWWW.IREM9.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

80th percentile

0.18x

Higher debt load relative to assets than 80% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.25x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$42,322

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 67.2% of source-year revenue.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-18%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$84,890

Down $17,052 (-17%) from 2022

Net Assets

Down

$69,207

Down $11,834 (-15%) from 2022

Liabilities

Down

$15,683

Down $5,219 (-25%) from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin19th percentile

Revenue

Down

$62,958

Down $13,475 (-18%) from 2022

Expenses

Down

$74,791

Down $394 (-0.5%) from 2022

Net Income

Down

-$11,833

Down $13,081 (-1048%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2023

Assets$84,890
Liabilities$15,683
Net Assets$69,207
Open 2023 Filing

Operations Trend

Revenue Growth18th 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

2023

Revenue$62,958
Expenses$74,791
Net Income-$11,833
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Gross Receipts
$62,958
Mission and Program Overview

Mission

Education & certification of property managers

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEIDRE FORRESTERExecutive DirectorPT$42,322-$42,322
MAUREEN BEREDAPres-$0--
JERRY GREENDirector-$0--
RYAN CRAIGVP-$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
Deidre Forrester
Title
Pres
Phone
5132354883
Signed
2024-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Stephen G Schott CPA Inc
Address
417 Anderson Ferry Ste 4, Cincinnati, OH 45238
Preparer
Stephen G Schott CPA
Phone
5139224888
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“General membership meetings 8292.”

Form 990EZ, Part I, Line 16

“Installation expense 3289.”

Form 990EZ, Part I, Line 16

“Golf outing expenses 8862.”

Form 990EZ, Part I, Line 16

“Chapter admin expense 1918.”

Form 990EZ, Part I, Line 16

“Advertising & promotion 1459.”

Form 990EZ, Part I, Line 16

“CONFERENCES 1714.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 2172.”

Form 990EZ, Part I, Line 16

“WEBSITE EXPENSES 1978.”

Form 990EZ, Part I, Line 16

“MILEAGE & PARKING 556.”

Form 990EZ, Part I, Line 16

“CONTRIBUTIONS 500.”

Form 990EZ, Part I, Line 16

“STRATEGIC RESERVE 500.”

Form 990EZ, Part II, Line 26

“Deferred income 20902. 15683.”

Raw XML Appendix148 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 BEECHURST WOODS LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045233
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101942
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082940
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11833
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt043255
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101942
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084890
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt062958
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt039154
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081040
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069207
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081040
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069207
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt042322
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEIDRE FORRESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAUREEN BEREDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERRY GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RYAN CRAIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01950
IRS990EZ/OtherExpensesTotalAmt031240
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION & CERTIFICATION OF PROPERTY MANAGERS
IRS990EZ/PrintingPublicationsPostageAmt0296
IRS990EZ/ProgramServiceRevenueAmt023793
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERSHIP PROVIDES WORKING CAPITAL FOR THE ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEETINGS PROMOTE NETWORKING AND EXCHANGE OF INFORMATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPECIAL PROGRAMS PROMOTE EDUCATION AND NETWORKING FOR MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt020902
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015683
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074791
IRS990EZ/TotalRevenueAmt062958
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IREM9.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GENERAL MEMBERSHIP MEETINGS 8292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSTALLATION EXPENSE 3289.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOLF OUTING EXPENSES 8862.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHAPTER ADMIN EXPENSE 1918.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADVERTISING & PROMOTION 1459.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONFERENCES 1714.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES 2172.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE EXPENSES 1978.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MILEAGE & PARKING 556.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CONTRIBUTIONS 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STRATEGIC RESERVE 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DEFERRED INCOME 20902. 15683.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEIDRE FORRESTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum05132354883
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311486275
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephen G Schott CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0417 Anderson Ferry Ste 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045238
ReturnHeader/PreparerPersonGrp/PhoneNum05139224888
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN G SCHOTT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-06T10:57:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEIDRE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FORRESTER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,890
Liabilities
$15,683
Net assets
$69,207
Revenue
$62,958
Expenses
$74,791
Net income
-$11,833
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