Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
Certified Commercial Investment Members
EIN 90-0296354 • 501(c)6 • Milwaukee, WI
Profile
To provide continuing education and a forum for the exchange of information and business development for commercial real estate practitioners.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.03x
Liabilities / Revenue
72nd percentile
Higher debt load relative to revenue than 72% of similar nonprofits.
Net Margin
39th percentile
Higher net margin than 39% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
47th percentile
Faster asset growth than 47% of similar nonprofits.
Revenue Growth
35th percentile
Faster revenue growth than 35% of similar nonprofits.
Balance Sheet
Assets
Down$93,480
Down $2,761 (-2.9%) from 2023
Liabilities
Up$3,225
Up $1,175 (+57%) from 2023
Net Assets
Down$90,255
Down $3,936 (-4.2%) from 2023
Revenue
Down$63,929
Down $7,520 (-11%) from 2023
Expenses
Down$67,114
Down $3,749 (-5.3%) from 2023
Net Income
Down-$3,185
Down $3,771 (-644%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $93,480
- Liabilities
- $3,225
- Net assets
- $90,255
- Revenue
- $63,929
- Expenses
- $67,114
- Net income
- -$3,185
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Oct 22, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $63,929
Mission and Program Overview
Mission
To provide continuing education and a forum for the exchange of information and business development for commercial real estate practitioners.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROVIDE A UNIFIED MEDIUM TO SAFEGUARD AND ADVANCE THE INTERESTS OF COMMERCIAL REAL ESTATE PRACTITIONERS AND TO PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT BY OFFERING CONTINUING EDUCATION AND CERTIFICATION. THERE WERE 90 MEMBERS OF THE ORGANIZATION IN 2024. | $0 | $0 |
| MEETINGS AND ACTIVITIES ARE PROVIDED FOR MEMBERS TO UNITE THOSE ENGAGED IN THE COMMERCIAL REAL ESTATE PROFESSION AND TO FURTHER THE INTERESTS OF COMMERCIAL REAL ESTATE PRACTITIONERS. THE CHAPTER HOSTED APPROXIMATELY 22 MEMBERS AND GUESTS AT ALL COURSES AND EVENTS COLLECTIVELY. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOHN KUHN | Immediate Past President | - | $0 | - | - |
| VICKI FUNSETH | Director | - | $0 | - | - |
| SHARI ENGSTROM | Director At Large | - | $0 | - | - |
| HEATHER EWING | President | - | $0 | - | - |
| JENNIFER HUBER-BULLOCK | Vice President | - | $0 | - | - |
| KYLE FINK | Secretary / Treasurer | - | $0 | - | - |
| TIM NELSON | Director | - | $0 | - | - |
| ZACH SLAGLE | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Certified Commercial Investment Members
- EIN
- 90-0296354
- Phone
- 4142712021
- Address
- 250 E WISCONSIN AVE 725, MILWAUKEE, WI 53202
Signing Officer
- Name
- John Kuhn
- Title
- President
- Phone
- 4142712021
- Signed
- 2025-10-22
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Cliftonlarsonallen Llp
- Address
- 10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
- Preparer
- Kristen Donlevy
- Phone
- 4144761880
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 15.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: carw administration fee. Amount: 9,000. Description: meals & entertainment. Amount: 29,971. Description: conference/travel. Amount: 6,118. Description: liability insurance. Amount: 717. Description: class expenses. Amount: 18,370. Description: miscellaneous administration expense. Amount: 177. Description: square credit card fees. Amount: 74. Description: misc bank charges. Amount: 72. Total to form 990-ez, line 16: 64,499.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: prior period adjustment. Amount: -751.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 140. End of year amount: 500.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: unearned revenue. Beg. Of year amount: 2,050. End of year amount: 3,225.”
Raw XML Appendix149 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | TRACY JOHNSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4142712021 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 250 E WISCONSIN AVE 725 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MILWAUKEE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53202 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 96101 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 92980 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3185 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2610 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 96241 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 93480 |
| IRS990EZ/GrossReceiptsAmt | 0 | 63929 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 15 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 4421 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 94191 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 90255 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 94191 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 90255 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.03 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.03 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.03 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.03 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.03 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.03 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.03 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.03 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOHN KUHN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | VICKI FUNSETH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SHARI ENGSTROM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | HEATHER EWING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JENNIFER HUBER-BULLOCK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KYLE FINK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | TIM NELSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ZACH SLAGLE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | IMMEDIATE PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SECRETARY / TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 140 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 500 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -751 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 64499 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE CONTINUING EDUCATION AND A FORUM FOR THE EXCHANGE OF INFORMATION AND BUSINESS DEVELOPMENT FOR COMMERCIAL REAL ESTATE PRACTITIONERS. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 5 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 59493 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE A UNIFIED MEDIUM TO SAFEGUARD AND ADVANCE THE INTERESTS OF COMMERCIAL REAL ESTATE PRACTITIONERS AND TO PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT BY OFFERING CONTINUING EDUCATION AND CERTIFICATION. THERE WERE 90 MEMBERS OF THE ORGANIZATION IN 2024. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | MEETINGS AND ACTIVITIES ARE PROVIDED FOR MEMBERS TO UNITE THOSE ENGAGED IN THE COMMERCIAL REAL ESTATE PROFESSION AND TO FURTHER THE INTERESTS OF COMMERCIAL REAL ESTATE PRACTITIONERS. THE CHAPTER HOSTED APPROXIMATELY 22 MEMBERS AND GUESTS AT ALL COURSES AND EVENTS COLLECTIVELY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 2050 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 3225 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 67114 |
| IRS990EZ/TotalRevenueAmt | 0 | 63929 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CCIM.COM |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 15. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: CARW ADMINISTRATION FEE. AMOUNT: 9,000. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 29,971. DESCRIPTION: CONFERENCE/TRAVEL. AMOUNT: 6,118. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 717. DESCRIPTION: CLASS EXPENSES. AMOUNT: 18,370. DESCRIPTION: MISCELLANEOUS ADMINISTRATION EXPENSE. AMOUNT: 177. DESCRIPTION: SQUARE CREDIT CARD FEES. AMOUNT: 74. DESCRIPTION: MISC BANK CHARGES. AMOUNT: 72. TOTAL TO FORM 990-EZ, LINE 16: 64,499. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -751. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 140. END OF YEAR AMOUNT: 500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: UNEARNED REVENUE. BEG. OF YEAR AMOUNT: 2,050. END OF YEAR AMOUNT: 3,225. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOHN KUHN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4142712021 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CERTIFIED COMMERCIAL INVESTMENT MEMBERS |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | OF WISCONSIN |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CERT |
| ReturnHeader/Filer/EIN | 0 | 900296354 |
| ReturnHeader/Filer/PhoneNum | 0 | 4142712021 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 250 E WISCONSIN AVE 725 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MILWAUKEE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 53202 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 410746749 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CLIFTONLARSONALLEN LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 10401 W INNOVATION DR STE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WAUWATOSA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 53226 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4144761880 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-10-22 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KRISTEN DONLEVY |
| ReturnHeader/ReturnTs | 0 | 2025-10-23T16:08:48-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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