2024-11-11T08:34:47-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990EZ 2023-01-01 411290333 UPPER MIDWEST CHAPTER CERTIFIED COMMERCIAL INVESTMENT MEMBERS UPPE 6513178040 PO BOX 47986 PLYMOUTH MN 55447 KATIE HOPP PRESIDENT 6513178040 2024-11-06 1 0 ANN NEIL P01817922 6123764500 2024-11-06 2023 2024-10-15 13:58:12Z X X WWW.MINNESOTADAKOTASCCIM.COM X X 67195 X 45571 21624 67195 24216 391 51899 76506 -9311 57449 0 48138 X 61433 48811 633 2162 62066 50973 4617 2835 57449 48138 X 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. 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. 0 0 X 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 X 0 0 0 1 0 0 0 0 JACQUIE WILLIAMS PO BOX 47986 PLYMOUTH MN 55447 6513178040 0 0 0 0 0 0 0 0 1 0 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. 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.