REAL ESTATE DIRECTORS ROUNDTABLE INSTITUTE

EIN: 880617716 Community Improvement

BOHEMIA, NY

Total Revenue
$79,116
Total Expenses
$71,818
Total Assets
$58,201
Net Assets
$58,201
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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
2022
Legal Domicile
DE
Principal Officer
PHILIP RAMACCA
Phone
9735751565
Tax Period
2023-01-01 to 2023-12-31

REAL ESTATE DIRECTORS ROUNDTABLE INSTITUTE, founded in 2022, is a micro nonprofit in the Community Improvement sector that reported $79K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $72K left a modest 9% surplus.

Mission

THE REAL ESTATE DIRECTORS ROUNDTABLE INSTITUTE IS ORGANIZED FOR THE PURPOSE OF PROMOTING COMMON BUSINESS INTERESTS AND THE IMPROVEMENT OF EDUCATION, KNOWLEDGE, AND INFORMATION-SHARING RELEVANT TO INTERNAL AUDIT DIRECTORS IN THE REAL ESTATE INDUSTRY. THE INSTITUTE'S BOARD OF DIRECTORS ORGANIZES MEETINGS OF PROFESSIONALS WITH SIMILAR BUSINESS INTERESTS. THE MEETINGS ARE TYPICALLY HELD ONCE PER YEAR IN LAS VEGAS, NEVADA. THE INSTITUTE ALLOCATES 100 PERCENT OF THE INSTITUTE'S TIME TO ORGANIZING AND CONDUCTING THE MEETINGS. THE MEETINGS ARE FUNDED THROUGH PAYMENTS MADE BY MEETING SPONSORSHIPS AND ATTENDEES OF THE MEETINGS, AND 90 TO 95 PERCENT OF THE INSTITUTE'S OVERALL EXPENSES ARE ALLOCATED TO THIS ACTIVITY. THE MEETINGS ENABLE THE INSTITUTE AND ATTENDEES TO SHARE KNOWLEDGE AND INFORMATION AND TO FURTHER THEIR EDUCATION RELEVANT TO INTERNAL AUDIT DIRECTORS IN THE REAL ESTATE INDUSTRY.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $77,300
Investment Income $1,816
Other Revenue $0
TOTAL REVENUE $79,116

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $71,818
TOTAL EXPENSES $71,818

Year-over-Year Comparison

2023 2022 Change
Revenue $79,116 $71,020 +0.1%
Expenses $71,818 $62,506 +0.1%
Net Income $7,298 $8,514 -0.1%
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

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Governance

Voting Members
5
Independent Members
5
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
3
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PHILIP RAMACCA PRESIDENT 5.00
Officer Director
$0 $0 $0
DAVID HUTCHINS VICE PRESIDE 5.00
Officer Director
$0 $0 $0
THOMAS KEATON TREASURER 5.00
Officer Director
$0 $0 $0
JEANNINE BAKER DIRECTOR 5.00
Director
$0 $0 $0
CATHERINE HASTINGS DIRECTOR 5.00
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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $79,116 $71,818 $58,201 $7,298
2022 $71,020 $62,506 $50,903 $8,514
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