REEM Summit NFP

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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

2016

Legal Domicile

Principal Officer

Larissa Herczeg

Phone

3124487830

Tax Period

2023-01-01 to 2023-12-31

REEM Summit NFP, founded in 2016, is a small nonprofit that reported $220K in total revenue in fiscal year 2023. Expenses of $196K left a modest 11% surplus.

Mission

The REEM Summit will create an interactive platform for real estate pension fund investors to interact with one another and share ideas in a protected environment via a biannual conference.

Program Service Accomplishments

Program 1

The REEM Summit will create an interactive platform for real estate pension fund investors to interact with one another and share ideas in a protected environment. The innovative format for this...

The REEM Summit will create an interactive platform for real estate pension fund investors to interact with one another and share ideas in a protected environment. The innovative format for this program will be one that truly encourages dialogue and relationship building in the institutional real estate community. One of the primary goals of this event is to create an affordable venue for second and third time real estate emerging managers to share their insights and wisdom with first time funds, as well as for all real estate emerging managers to obtain meaningful feedback from investors. The Summit will provide many opportunities for intensive discussions and networking with peers.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $220,153

Investment Income $0

Other Revenue $0

TOTAL REVENUE $220,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $195,634

TOTAL EXPENSES $195,634

Year-over-Year Comparison

	2023	2022	Change
Revenue	$220,153	N/A	N/A
Expenses	$195,634	N/A	N/A
Net Income	$24,519	$0	N/A

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
Larissa Herczeg	President	1.0	Officer Director	$0	$0	$0
Krista Kerr	Secretary	2.0	Officer Director	$0	$0	$0
Shane Boyle	Chief Accounting Officer	1.0	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
2023	$220,153	$195,634	$245,532	$24,519