TY 2023 Form 990EZ

Check if applicable:

Address change

Name change

Initial return

Final return/terminated

Amended return

Application pending

C Name of organization
UPPER MIDWEST CHAPTER CERTIFIED
COMMERCIAL INVESTMENT MEMBERS

Number and street (or P. O. box, if mail is not delivered to street address)PO BOX 47986
Room/suite

City or town, state or province, country, and ZIP or foreign postal code PLYMOUTH, MN55447

D Employer identification number

41-1290333

E Telephone number

(651) 317-8040

F Group Exemption
Number bullet

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? OUR ORGANIZATIONS PRIMARY PURPOSE IS COMMERCIAL REAL ESTATE EDUCATION FOR REAL ESTATE PROFESSIONALS. EDUCATION COURSES ARE PROVIDED TO REALTORS SEEKING CCIM CERTIFICATION AND CONTINUING EDUCATION COURSES THROUGHOUT THE YEAR. 2023 EDUCATIONAL OPPORTUNITIES INCLUDED 6 IN-PERSON EDUCATIONAL COURSES WITH 110 ATTENDEES COMBINED, 1 ONLINE EDUCATIONAL COURSE WITH 23 ATTENDEES, AND 5 IN-PERSON SOCIAL/NETWORKING EVENTS WITH OVER 175 PEOPLE COMBINED. WE ASSIST THE CCIM NATIONAL INSTITUTE IN ACHIEVING ITS OBJECTIVES INCLUDING: COURSE PROMOTION, PUBLIC RELATIONS AND MEMBERSHIP RECRUITMENT. IN 2023 WE HAD 206 CHAPTER MEMBERS, OFFERED 2 SCHOLARSHIP OPPORTUNITIES TOWARDS CCIM DESIGNATION EDUCTION TO OUR MEMBERS, ADVERTISED THE CCIM DESIGNATION THROUGH SOCIAL MEDIA AND LOCAL PUBLICATIONS, AND HELD 11 BOARD MEETINGS.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 EDUCATION COURSES ARE PROVIDED TO REALTORS SEEKING CCIM CERTIFICATION AND CONTINUING EDUATION COURSES THROUGHOUT THE YEAR. 2023 EDUCATIONAL OPPORTUNITIES INCLUDED 6 IN-PERSON EDUCATIONAL COURSES WITH 110 ATTENDEES COMBINED, 1 ONLINE EDUCATIONAL COURSE WITH 23 ATTENDEES, AND 5 IN-PERSON SOCIAL/NETWORKING EVENTS WITH OVER 175 PEOPLE COMBINED. (Grants $ 0) If this amount includes foreign grants, check here ...		28a	0
29 (Grants $ ) If this amount includes foreign grants, check here ...		29a
30 (Grants $ ) If this amount includes foreign grants, check here ...		30a
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
WILLIAMS JACQUIE ASSOCIATION MANAGER	15.00	0	0	0
HOPP KATIE PRESIDENT	2.00	0	0	0
LAMERE GREG PRESIDENT-ELECT	1.00	0	0	0
BASARA MARC SECRETARY-TREASURER	1.00	0	0	0
PETERSON ROZ IMMEDIATE PAST PRESIDENT	0.25	0	0	0
BENNETT ERICA DIRECTOR	0.25	0	0	0
BJORNSON MELISSA DIRECTOR	0.25	0	0	0
CHECKAL CHELSIE DIRECTOR	0.25	0	0	0
CORBETT PATRICK DIRECTOR	0.25	0	0	0
GHERTY MOLLY DIRECTOR	0.25	0	0	0
KAMMANN KOURT DIRECTOR	0.25	0	0	0
KHANG TONG DIRECTOR	0.25	0	0	0

Yes

Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................

Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ..

49a

Did the organization make any transfers to an exempt non-charitable related organization?......

49a

If "Yes," was the related organization a section 527 organization?................

49b

Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and title of each employee	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation

Total number of other employees paid over $100,000 ............. bullet

Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and business address of each independent contractor	(b) Type of service	(c) Compensation

Return Reference	Explanation
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES	DESCRIPTION: EDUCATION EXPENSE. AMOUNT: 5,949. DESCRIPTION: CI COURSE EXPENSES. AMOUNT: 23,714. DESCRIPTION: MEMBERSHIP MEETING. AMOUNT: 225. DESCRIPTION: SOCIAL EVENT EXPENSES. AMOUNT: 7,014. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 3,214. DESCRIPTION: NEW DESIGNEE EXPENSE. AMOUNT: 5,173. DESCRIPTION: NATIONAL TRAVEL EXPENSES. AMOUNT: 5,072. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 1,538. TOTAL TO FORM 990-EZ, LINE 16: 51,899.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS	DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 553. END OF YEAR AMOUNT: 2,162. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 80. END OF YEAR AMOUNT: 0.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES	DESCRIPTION: DUES. BEG. OF YEAR AMOUNT: 4,200. END OF YEAR AMOUNT: 0. DESCRIPTION: SPONSORSHIPS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 0. DESCRIPTION: EDUCATION. BEG. OF YEAR AMOUNT: 417. END OF YEAR AMOUNT: 0. DESCRIPTION: MEMBERSHIP DUES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,835.

Return Reference

Explanation

FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES

DESCRIPTION: EDUCATION EXPENSE. AMOUNT: 5,949. DESCRIPTION: CI COURSE EXPENSES. AMOUNT: 23,714. DESCRIPTION: MEMBERSHIP MEETING. AMOUNT: 225. DESCRIPTION: SOCIAL EVENT EXPENSES. AMOUNT: 7,014. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 3,214. DESCRIPTION: NEW DESIGNEE EXPENSE. AMOUNT: 5,173. DESCRIPTION: NATIONAL TRAVEL EXPENSES. AMOUNT: 5,072. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 1,538. TOTAL TO FORM 990-EZ, LINE 16: 51,899.

FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS

DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 553. END OF YEAR AMOUNT: 2,162. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 80. END OF YEAR AMOUNT: 0.

FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES

DESCRIPTION: DUES. BEG. OF YEAR AMOUNT: 4,200. END OF YEAR AMOUNT: 0. DESCRIPTION: SPONSORSHIPS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 0. DESCRIPTION: EDUCATION. BEG. OF YEAR AMOUNT: 417. END OF YEAR AMOUNT: 0. DESCRIPTION: MEMBERSHIP DUES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,835.

1	Contributions, gifts, grants, and similar amounts received ....................	1
2	Program service revenue including government fees and contracts ................	2	45,571
3	Membership dues and assessments .............................	3	21,624
4	Investment income ....................................	4
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000)	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) ..	6b
c	Less: direct expenses from gaming and fundraising events ...	6c
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d
7a	Gross sales of inventory, less returns and allowances ......	7a
b	Less: cost of goods sold .............	7b
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	67,195

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	-9,311
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return) .................	19	57,449
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20	0
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	48,138

Sign Here

	Signature of officer	Date

	Type or print name and title

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

10	Grants and similar amounts paid (list in Schedule O) ................	10
11	Benefits paid to or for members ......................	11
12	Salaries, other compensation, and employee benefits ................	12
13	Professional fees and other payments to independent contractors ............	13	24,216
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ...................	15	391
16	Other expenses (describe in Schedule O) ...................	16	51,899
17	Total expenses. Add lines 10 through 16 .................	17	76,506

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

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