REAL ESTATE RESEARCH INSTITUTE (EIN 133415691) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

MAURICIO RODRIGUEZ

Phone

8606926341

Tax Period

2018-01-01 to 2018-12-31

REAL ESTATE RESEARCH INSTITUTE, founded in 1987, is a small nonprofit in the Community Improvement sector that reported $370K in total revenue in fiscal year 2018. Revenue surged 102% from the prior year, signaling strong growth momentum. Expenses of $352K left a modest 5% surplus.

Mission

THE EXEMPT PURPOSE OF THE ORGANIZATION IS TO: 1. ESTABLISH AN AGENDA OF ISSUES CRITICAL TO A BETTER UNDERSTANDING OF REAL ESTATE MARKETS, INVESTMENT CHARACTERISTICS AND PERFORMANCE. 2. RAISE FUNDING TO SUPPORT OBJECTIVE RESEARCH ON THESE KEY ISSUES. 3. SOLICIT, EVALUATE AND FUND SPECIFIC PROPOSALS FOR RESEARCH FROM ACADEMICS, INDUSTRY AND THE BROADER INVESTMENT COMMUNITY. 4. COMMUNICATE THE RESULTS AS BROADLY AS POSSIBLE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $361,915

Program Service Revenue $5,450

Investment Income $2,893

Other Revenue $0

TOTAL REVENUE $370,258

Expense Breakdown

Grants Paid $297,415

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $335,225

Other Expenses $54,696

TOTAL EXPENSES $352,111

Year-over-Year Comparison

	2018	2017	Change
Revenue	$370,258	$182,907	+1.0%
Expenses	$352,111	$170,170	+1.1%
Net Income	$18,147	$12,737	+0.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAUN A BOND	PRESIDENT	0.50	Officer Director	$0	$0	$0
ANDREW MCCULLOCH	TREASURER/SECRETARY	0.50	Officer Director	$0	$0	$0
MARY LUDGIN	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL ACTON	DIRECTOR	0.50	Director	$0	$0	$0
DAVID LING	DIRECTOR	0.50	Director	$0	$0	$0
GREG MACKINNON	DIRECTOR	0.50	Director	$0	$0	$0
MARK OBRINSKY	DIRECTOR	0.50	Director	$0	$0	$0
JOSEPH L PAGLIARI JR	DIRECTOR	0.50	Director	$0	$0	$0
MARK J EPPLI	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT SMEDLEY	CHAIRMAN EMERITUS	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2018	$370,258	$352,111	$448,595	$18,147

REAL ESTATE RESEARCH INSTITUTE