DEFINED CONTRIBUTION REAL ESTATE COUNCIL INC (EIN 460721413) - 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

Principal Officer

GREG JENKINS

Phone

2014457007

Tax Period

2025-01-01 to 2025-12-31

DEFINED CONTRIBUTION REAL ESTATE COUNCIL INC is a small nonprofit in the Community Improvement sector that reported $244K in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year. Expenses of $328K exceeded revenue, resulting in a 34% operating deficit.

Mission

THE ORGANIZATION HAS BEEN FORMED TO PROMOTE THE INCLUSION OF INVESTMENT IN DIRECT COMMERCIAL REAL ESTATE AND REAL ESTATE SECURITIES WITHIN DEFINED CONTRIBUTION PLANS BY FURTHERING EDUCATION, ADVOCACY FOR, AND BEST PRACTICES OF, SUCH INVESTMENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $232,416

Program Service Revenue $0

Investment Income $11,731

Other Revenue $0

TOTAL REVENUE $244,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $328,098

TOTAL EXPENSES $328,098

Year-over-Year Comparison

	2025	2024	Change
Revenue	$244,147	$271,863	-0.1%
Expenses	$328,098	$336,324	0.0%
Net Income	$-83,951	$-64,461	+0.3%

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
KEVIN DALRYMPLE	DIRECTOR	N/A	Director	$0	$0	$0
KARA FOLEY	DIRECTOR	N/A	Director	$0	$0	$0
KARA FOLEY	DIRECTOR	N/A	Director	$0	$0	$0
BILL LEITNER	DIRECTOR	N/A	Director	$0	$0	$0
SHAWN LESE	DIRECTOR	N/A	Director	$0	$0	$0
SHAWN LESE	DIRECTOR	N/A	Director	$0	$0	$0
TRACEY LUKE	DIRECTOR	N/A	Director	$0	$0	$0
DAVID MAKOWICZ	DIRECTOR	N/A	Director	$0	$0	$0
BRANDON MILLEN	CO-PRESIDENT	N/A	Officer Director	$0	$0	$0
GIANLUCA MONTALTI	DIRECTOR	N/A	Director	$0	$0	$0
BRAD NATALE	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL O'CONNOR	DIRECTOR	N/A	Director	$0	$0	$0
PETER PALANDJIAN	DIRECTOR	N/A	Director	$0	$0	$0
MICHELLE REUTER	DIRECTOR	N/A	Director	$0	$0	$0
ADAM RUGGIERO	DIRECTOR	N/A	Director	$0	$0	$0
JOSH SAMILOW	DIRECTOR	N/A	Director	$0	$0	$0
SARA SHEAN	DIRECTOR	N/A	Director	$0	$0	$0
DIANE SMOLA	CO-PRESIDENT	N/A	Director	$0	$0	$0
JAY STRUZZIERY	DIRECTOR	N/A	Director	$0	$0	$0
JANI VENTER	DIRECTOR	N/A	Officer Director	$0	$0	$0
LEON VOLCHYOK	DIRECTOR	N/A	Director	$0	$0	$0
KURT WALTEN	DIRECTOR	N/A	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
2025	$244,147	$328,098	$335,193	$-83,951
2024	No data	No data	No data	No data
2023	$294,448	$363,889	$490,111	$-69,441
2022	$333,235	$401,620	$560,391	$-68,385
2021	$315,251	$301,430	$623,156	$13,821
2020	$293,391	$252,189	$607,906	$41,202
2019	$335,950	$268,778	$571,888	$67,172
2018	$265,388	$184,769	$502,955	$80,619

DEFINED CONTRIBUTION REAL ESTATE COUNCIL INC