Berkeley Real Estate Forum (EIN 463586138) - 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

2013

Legal Domicile

Principal Officer

Constance B Moore

Phone

5106436105

Tax Period

2024-07-01 to 2025-06-30

Berkeley Real Estate Forum, founded in 2013, is a small nonprofit in the Mutual Benefit sector that reported $526K in total revenue in fiscal year 2024. Expenses of $487K left a modest 7% surplus.

Mission

To advance research in real estate and to further the reciprocal exchange of information between researchers in academia and practitioners of real estate and related fields.

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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 (2024)

Revenue Breakdown

Contributions & Grants $480,000

Program Service Revenue $0

Investment Income $46,010

Other Revenue $0

TOTAL REVENUE $526,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $327,224

Other Expenses $486,692

TOTAL EXPENSES $486,692

Year-over-Year Comparison

	2024	2023	Change
Revenue	$526,010	$539,560	0.0%
Expenses	$486,692	$599,112	-0.2%
Net Income	$39,318	$-59,552	-1.7%

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

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
Constance B Moore	President	0.20	Officer Director	$0	$0	$0
Ron D Sturzenegger	Vice President	0.20	Officer Director	$0	$0	$0
Ann E Harrison	Director	0.20	Director	$0	$0	$0
Nancy Wallace	Director	0.50	Director	$0	$0	$0
Kristin Gannon	Director	0.20	Director	$0	$0	$0
Doreen J Del Testa	Secretary	10.00	Officer	$0	$0	$0
Richard Stanton	Treasurer	0.50	Officer	$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	$526,010	$486,692	$1,525,296	$39,318
2024	$539,560	$599,112	$1,455,973	$-59,552
2023	$543,898	$500,171	$1,515,433	$43,727
2022	$572,510	$623,622	$1,547,477	$-51,112
2021	$695,000	$454,865	$1,522,791	$240,135
2020	$464,298	$530,613	$1,283,425	$-66,315
2019	$567,500	$610,779	$1,463,500	$-43,279
2018	$924,495	$578,168	$976,788	$346,327

Berkeley Real Estate Forum