THE REAL ESTATE ROUNDTABLE INC (EIN 521128863) - 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

1999

Legal Domicile

Principal Officer

JEFFREY D DEBOER

Phone

2026398400

Tax Period

2023-07-01 to 2024-06-30

THE REAL ESTATE ROUNDTABLE INC, founded in 1999, is a community nonprofit that reported $8.0M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

THE REAL ESTATE ROUNDTABLE BRINGS TOGETHER LEADERS OF THE NATION'S TOP PUBLICLY-HELD AND PRIVATELY-OWNED REAL ESTATE OWNERSHIP, DEVELOPMENT, LENDING, AND MANAGEMENT FIRMS WITH LEADERS OF MAJOR NATIONAL REAL ESTATE TRADE ASSOCIATIONS TO ADDRESS KEY NATIONAL POLICY ISSUES IMPACTING REAL ESTATE AND THE ECONOMY.

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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 $7,860,508

Investment Income $158,903

Other Revenue $0

TOTAL REVENUE $8,019,411

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $5,077,589

Fundraising Expenses $0

Other Expenses $3,147,261

TOTAL EXPENSES $8,232,850

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,019,411	$7,004,804	+0.1%
Expenses	$8,232,850	$7,944,538	+0.0%
Net Income	$-213,439	$-939,734	-0.8%

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

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

$2,388,215

Total Directors

$2,388,215

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY D DEBOER	PRESIDENT AND CEO	40.00	Officer Director	$2,204,725	$183,490	$2,388,215
DEBRA A CAFARO	IMMEDIATE PAST CHAIR	3.00	Director	$0	$0	$0
JOHN F FISH	CHAIR	5.00	Officer Director	$0	$0	$0
KATHLEEN MCCARTHY	CHAIR-ELECT	3.00	Officer Director	$0	$0	$0
THOMAS M FLEXNER	TREASURER	3.00	Officer Director	$0	$0	$0
JODIE W MCLEAN	SECRETARY	3.00	Officer Director	$0	$0	$0
THOMAS J BALTIMORE JR	DIRECTOR	2.00	Director	$0	$0	$0
JEFF T BLAU	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL D BROWN	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL A CAVARRUBIAS	DIRECTOR	2.00	Director	$0	$0	$0
LESLIE HALE	DIRECTOR	2.00	Director	$0	$0	$0
GEORDY JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW KELLY	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN KINGSTON	DIRECTOR	2.00	Director	$0	$0	$0
ANTHONY E MALKIN	DIRECTOR	8.00	Director	$0	$0	$0
ROY HILTON MARCH	DIRECTOR	2.00	Director	$0	$0	$0
KARA MCSHANE	DIRECTOR	2.00	Director	$0	$0	$0
MARK J PARRELL	DIRECTOR	2.00	Director	$0	$0	$0
ROSS PEROT JR	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT RECHLER	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW G ROCCO SR	DIRECTOR	2.00	Director	$0	$0	$0
ROB SPEYER	DIRECTOR	2.00	Director	$0	$0	$0
BARRY STERNLICHT	DIRECTOR	2.00	Director	$0	$0	$0
OWEN D THOMAS	DIRECTOR	2.00	Director	$0	$0	$0
KENNETH VALACH	DIRECTOR	2.00	Director	$0	$0	$0
DUANE J DESIDERIO	SENIOR VICE PRESIDENT AND COUNSEL	40.00	Highest	$442,261	$65,385	$507,646
CLIFTON E RODGERS JR	SENIOR VICE PRESIDENT	40.00	Highest	$436,259	$77,752	$514,011
RYAN P MCCORMICK	SENIOR VICE PRESIDENT AND COUNSEL	40.00	Highest	$439,782	$73,858	$513,640
SCOTT SHERWOOD	VICE PRESIDENT, COMMUNICATION	40.00	Highest	$195,507	$40,957	$236,464
NANCY PITCHER	DIRECTOR OF ADMINISTRATION	40.00	Highest	$133,698	$35,716	$169,414

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	No data	No data	No data	No data
2024	$8,019,411	$8,232,850	$7,053,402	$-213,439
2023	$7,004,804	$7,944,538	$6,999,971	$-939,734
2022	$7,445,927	$8,191,408	$4,544,529	$-745,481
2021	$6,685,937	$7,050,454	$4,809,333	$-364,517
2020	$6,991,016	$6,941,854	$4,993,188	$49,162
2019	$7,022,426	$7,114,251	$4,841,357	$-91,825

THE REAL ESTATE ROUNDTABLE INC