Northern California Chapter of the Ccim Institute
Revenue
$171k
year to 31 December 2024
Expenses
$156k
year to 31 December 2024
Total assets
$83k
$4k liabilities
Net assets
$80k
assets less liabilities
Directors and trustees
10
4.0y av
Left since last filing
3
30% of the board
Officers and senior staff
2
named in Part VII
Activity
S41
Community improvement and capacity building
Northern California Chapter of the Ccim Institute's network
10 people3 organisationsi10 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Anna Scheartz-Lopez | Company secretary | 2024 | 2 yrs |
| Davide PIO | Director | 2023 | 3 yrs |
| Eric Rehn | Director | 2023 | 3 yrs |
| Helen Chong | Director | 2020 | 6 yrs |
| Joseph Cervantes | Director | 2024 | 2 yrs |
| Judah Rouss | Director | 2024 | 2 yrs |
| Ron Cruz | Treasurer | 2023 | 3 yrs |
| Stephanie Chung | Director | 2023 | 3 yrs |
| TIM VI Tran (also filed as Tim Tran) | Director | 2020 | 6 yrs |
| Tony Rishell | President | 2020 | 6 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Terry Shores | Executive Director | since 2021 |
| Timothy Tikalsky | HR Director | 2024 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Tony Rishell | President | 2 | $0 | ||
| Max Shapiro | Preident-Elect | 2 | $0 | ||
| Stephanie Chung | Director | 0 | $0 | ||
| Timothy Tikalsky | HR Director | 5 | $0 | ||
| Stacie Griffin | Executive Dir. | 30 | $0 | ||
| Anna Scheartz-Lopez | Secretary | 2 | $0 | ||
| Tim Vi Tran | Director | 0 | $0 | ||
| Helen Chong | Director | 0 | $0 | ||
| Ron Cruz | Treasurer | 0 | $0 | ||
| Eric Rehn | Director | 0 | $0 | ||
| Davide Pio | Director | 0 | $0 | ||
| Judah Rouss | Director | 0 | $0 | ||
| Joseph Cervantes | Director | 0 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Northern California Chapter of the Ccim Institute
- EIN
- 852017978
- Address
- 2872 Ygnacio Valley Road 10, Walnut Creek, CA, 94598-3534
- State
- California
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 3 (IRS master file code)
- IRS ruling date
- 1 March 2021
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
Most connected
Longest observed on the filings
≥6years on the filingsHelen Chong
≥6years on the filingsTIM VI Tran
≥6years on the filingsTony Rishell
≥3years on the filingsDavide PIO
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $83k
- Total liabilities
- $4k
- Net assets or fund balances
- $80k
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $171k | $156k | $15k |
As filed on the IRS Form 990. US dollars.