AMERICAN REAL ESTATE SOCIETY FOUNDATION CO J D BENEFIELD DIRECTOR

EIN: 341613011 501(c)(3) Education

AUBURN, AL

Total Revenue
$58,597
Total Expenses
$24,318
Total Assets
$1,319,542
Net Assets
$1,319,542
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
OH
Principal Officer
ARTHUR L SCHWARTZ JR
Phone
3348445369
Tax Period
2023-01-01 to 2023-12-31

AMERICAN REAL ESTATE SOCIETY FOUNDATION C/O M HIGHFIELD TREAS, founded in 1987, is a small nonprofit in the Education sector that reported $104K in total revenue in fiscal year 2018. The organization ran a surplus of $60K, a strong 58% operating margin.

Mission

ENCOURAGE EDUCATION IN MICRO REAL ESTATE

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $58,597
Other Revenue $0
TOTAL REVENUE $58,597

Expense Breakdown

Grants Paid $15,448
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $15,448
Other Expenses $8,870
TOTAL EXPENSES $24,318

Year-over-Year Comparison

2023 2022 Change
Revenue $58,597 $34,591 +0.7%
Expenses $24,318 $33,235 -0.3%
Net Income $34,279 $1,356 +24.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
17
Independent Members
17
Employees
N/A
Volunteers
16

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
0
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ARTHUR L SCHWARTZ JR DIR EMERITUS 0.00
Director
$0 $0 $0
DAVID L FUNK EXEC DIRECTOR 0.00
Director
$0 $0 $0
VIVEK SAH President 0.00
Director
$0 $0 $0
KIMBERLY GOODWIN Director 0.00
Director
$0 $0 $0
CHRIS MANNING Director 0.00
Director
$0 $0 $0
PHILIP SEAGRAVES Director 0.00
Director
$0 $0 $0
GLENN MUELLER DIRECTOR SEC'Y 0.00
Director
$0 $0 $0
SIMON STEVENSON Director 0.00
Director
$0 $0 $0
SOFIA DERMISI Director 0.00
Director
$0 $0 $0
KEN JOHNSON Director 0.00
Director
$0 $0 $0
ELAINE WORZALA DIRECTOR CHAIR 0.00
Director
$0 $0 $0
JEREMY GABE DIR DOCTORAL PR 0.00
Director
$0 $0 $0
JUSTIN D BENEFIELD DIR TREASURER 0.00
Director
$0 $0 $0
SPENSER ROBINSON Director 0.00
Director
$0 $0 $0
KAREN MCGRATH DIR DEVELOPMENT 0.00
Director
$0 $0 $0
KAREN GIBLER DIR INTL LIASON 0.00
Director
$0 $0 $0
KOLA AKINSOMI DIR INTL LIASON 0.00
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
2024 No data No data No data No data
2023 $58,597 $24,318 $1,319,542 $34,279
2022 $34,591 $33,235 $1,285,263 $1,356
2021 $221,006 $20,409 $1,283,907 $200,597
2020 $-17,294 $23,803 $1,093,386 $-41,097
2019 $102,839 $49,709 $1,134,483 $53,130
2018 $103,574 $43,542 $1,081,353 $60,032
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