Nonprofit · EIN 41-1290333
UPPER MIDWEST CHAPTER CERTIFIED COMMERCIAL INVESTMENT MEMBERS
Tax-exempt · PLYMOUTH, MN 55447
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $85,020 | $99,463 | -$14,443 | $39,045 | $9,540 | $29,505 |
| December 31, 2024 | 990-EZ | $86,295 | $90,485 | -$4,190 | $48,291 | $4,343 | $43,948 |
| December 31, 2023 | 990-EZ | $67,195 | $76,506 | -$9,311 | $50,973 | $2,835 | $48,138 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $13,834
- Program service revenue
- $70,802
- Other revenue
- $384
Expenses
- Compensation of officers, directors and key employees
- $23,415
- Salaries, compensation and benefits (total)
- $23,415
- Professional fees and payments to contractors
- $1,320
- Printing, publications and postage
- $448
- Other expenses
- $74,280
Balance sheet and other
- Total assets, start of year
- $48,291
- Total assets, end of year
- $39,045
- Total liabilities, end of year
- $9,540
- Net assets, end of year
- $29,505
- Cash, savings and investments
- $36,384
- Gross receipts
- $85,020
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUIE WILLIAMS | ASSOCIATION MANAGER | 5 | $23,415 |
| MARC BASARA | PRESIDENT | 2 | $0 |
| PATRICK CORBETT | PRESIDENT-ELECT | 1 | $0 |
| SUZANNE SCHEFCIK | SECRETARY-TREASURER | 1 | $0 |
| GREG LAMERE | IMMEDIATE PAST PRESIDENT | 0.25 | $0 |
| KATIE HOPP | DIRECTOR | 0.25 | $0 |
| ROZ PETERSON | DIRECTOR | 0.25 | $0 |
| CHELSIE CHECKAL | DIRECTOR | 0.25 | $0 |
| MOLLY GHERTY | DIRECTOR | 0.25 | $0 |
| TONG KHANG | DIRECTOR | 0.25 | $0 |
| JAMES SMITH | DIRECTOR | 0.25 | $0 |
| KOURT KAMMANN | DIRECTOR | 0.25 | $0 |
990-EZ for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUIE WILLIAMS | ASSOCIATION MANAGER | 0.25 | $23,034 |
| GREG LAMERE | PRESIDENT | 2 | $0 |
| MARC BASARA | PRESIDENT-ELECT | 1 | $0 |
| PATRICK CORBETT | SECRETARY-TREASURER | 1 | $0 |
| KATIE HOPP | IMMEDIATE PAST PRESIDENT | 0.25 | $0 |
| ERICA BENNETT | DIRECTOR | 0.25 | $0 |
| ROZ PETERSON | DIRECTOR | 0.25 | $0 |
| CHELSIE CHECKAL | DIRECTOR | 0.25 | $0 |
| MOLLY GHERTY | DIRECTOR | 0.25 | $0 |
| TONG KHANG | DIRECTOR | 0.25 | $0 |
| MARIE LAMERE | DIRECTOR | 0.25 | $0 |
| JUSTIN GUSTOFSON | DIRECTOR | 0.25 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAMS JACQUIE | ASSOCIATION MANAGER | 15 | $0 |
| HOPP KATIE | PRESIDENT | 2 | $0 |
| LAMERE GREG | PRESIDENT-ELECT | 1 | $0 |
| BASARA MARC | SECRETARY-TREASURER | 1 | $0 |
| PETERSON ROZ | IMMEDIATE PAST PRESIDENT | 0.25 | $0 |
| BENNETT ERICA | DIRECTOR | 0.25 | $0 |
| BJORNSON MELISSA | DIRECTOR | 0.25 | $0 |
| CHECKAL CHELSIE | DIRECTOR | 0.25 | $0 |
| CORBETT PATRICK | DIRECTOR | 0.25 | $0 |
| GHERTY MOLLY | DIRECTOR | 0.25 | $0 |
| KAMMANN KOURT | DIRECTOR | 0.25 | $0 |
| KHANG TONG | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 47986, PLYMOUTH, MN 55447-0986
- Signed the 990-EZ
- MARC BASARA, PRESIDENT
- Phone
- (651) 317-8040
- Website
- WWW.MINNESOTADAKOTASCCIM.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
OUR ORGANIZATION'S 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. 2025 EDUCATIONAL OPPORTUNITIES INCLUDED 8 IN-PERSON EDUCATIONAL COURSES WITH 220 ATTENDEES COMBINED, 2 ONLINE EDUCATIONAL COURSES WITH 72 ATTENDEES, AND 7 IN-PERSON SOCIAL/NETWORKING EVENTS WITH OVER 200 PEOPLE COMBINED. WE ASSIST THE CCIM NATIONAL INSTITUTE IN ACHIEVING ITS OBJECTIVES INCLUDING: COURSE PROMOTION, PUBLIC RELATIONS AND MEMBERSHIP RECRUITMENT. IN 2025 WE HAD 129 CHAPTER MEMBERS, OFFERED 2 SCHOLARSHIP OPPORTUNITIES TOWARDS CCIM DESIGNATION EDUCATION TO OUR MEMBERS, ADVERTISED THE CCIM DESIGNATION THROUGH SOCIAL MEDIA AND LOCAL PUBLICATIONS, AND HELD 10 BOARD MEETINGS.
Program accomplishments
- EDUCATION COURSES ARE PROVIDED TO REALTORS SEEKING CCIM CERTIFICATION AND CONTINUING EDUCATION COURSES THROUGHOUT THE YEAR. 2025 EDUCATIONAL OPPORTUNITIES INCLUDED 8 IN-PERSON EDUCATIONAL COURSES WITH 220 ATTENDEES COMBINED, 2 ONLINE EDUCATIONAL COURSES WITH 72 ATTENDEES, AND 7 IN-PERSON SOCIAL/NETWORKING EVENTS WITH OVER 200 PEOPLE COMBINED.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 41-1290333
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $39,045
- Income (IRS master file)
- $85,020
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $85,020 | $99,463 | $39,045 | IRS |
| 990-EZ | December 2024 | $86,295 | $90,485 | $48,291 | IRS |
| 990-EZ | December 2023 | $67,195 | $76,506 | $50,973 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1290333).
Questions about UPPER MIDWEST CHAPTER CERTIFIED COMMERCIAL INVESTMENT MEMBERS
- What is the EIN of UPPER MIDWEST CHAPTER CERTIFIED COMMERCIAL INVESTMENT MEMBERS?
- The employer identification number (EIN) of UPPER MIDWEST CHAPTER CERTIFIED COMMERCIAL INVESTMENT MEMBERS is 41-1290333.
- Is UPPER MIDWEST CHAPTER CERTIFIED COMMERCIAL INVESTMENT MEMBERS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1977.
- Are donations to UPPER MIDWEST CHAPTER CERTIFIED COMMERCIAL INVESTMENT MEMBERS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UPPER MIDWEST CHAPTER CERTIFIED COMMERCIAL INVESTMENT MEMBERS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPPER MIDWEST CHAPTER CERTIFIED COMMERCIAL INVESTMENT MEMBERS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPPER MIDWEST CHAPTER CERTIFIED COMMERCIAL INVESTMENT MEMBERS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of UPPER MIDWEST CHAPTER CERTIFIED COMMERCIAL INVESTMENT MEMBERS?
- The 990-EZ for the year ended December 31, 2025 lists 12 people; 1 received compensation from the organization, the highest $23,415 (JACQUIE WILLIAMS, ASSOCIATION MANAGER).
- How much revenue does UPPER MIDWEST CHAPTER CERTIFIED COMMERCIAL INVESTMENT MEMBERS have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $85,020, expenses of $99,463 and total assets of $39,045 at year end.
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