Berkeley Real Estate Forum
- Assets
- $1.5m
- Revenue
- $572.5k
- Investments
- $0.0
- Employees
- 0
- Location
- Berkeley, CA
- Founding
- 10/2014
- Data as of
- 06/2022
- EIN
- 46-3586138
Organization Overview
Berkeley Real Estate Forum is located in Berkeley, CA. The organization was established in 2014. According to its NTEE Classification (Y03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Berkeley Real Estate Forum is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Berkeley Real Estate Forum generated $572.5k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.6% each year. All expenses for the organization totaled $623.6k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
BERKELEY REAL ESTATE FORUM WAS ESTABLISHED TO ASSIST IN ARRANGING AND PRESENTING CONFERENCES FOR THE PURPOSE OF ALLOWING ACADEMIC RESEARCHERS AND UNIVERSITY-LEVEL TEACHERS TO OBTAIN CURRENT REAL ESTATE MARKET INFORMATION, PRACTICES, AND TRENDS FROM LEADING PRACTITIONERS OF REAL ESTATE AND RELATED FIELDS. DURING THE FISCAL YEAR ENDED JUNE 30, 2022, BERKELEY REAL ESTATE FORUM ASSISTED WITH TWO CONFERENCES - NOVEMBER 2021 AND MAY 2022. THE NOVEMBER 2021 MEETING WAS HELD IN PERSON. VACCINATIONS WERE REQUIRED AND NEGATIVE COVID-19 TESTS HAD TO BE SUBMITTED BY PARTICIPANTS. THE MAY 2022 MEETING WAS ALSO HELD IN PERSON, BUT VACCINATIONS AND NEGATIVE COVID-19 TESTS WERE NOT ENFORCED, BUT THE WEARING OF MASKS WAS ENCOURAGED.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Constance B Moore President | OfficerTrustee | 0.2 | $0 |
Jay Paxton Vice President | OfficerTrustee | 0.2 | $0 |
Richard Stanton Treasurer | Officer | 0.5 | $0 |
Doreen J Del Testa Secretary | Officer | 9 | $0 |
Ann E Harrison Director | Trustee | 0.2 | $0 |
Ron D Sturzenegger Director | Trustee | 0.2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Christopher J Hartung Program Services | 6/29/20 | $187,500 |
Kenneth Rosen Program Services | 6/29/20 | $133,895 |
Christopher J Hartung Program Services | 6/29/20 | $187,500 |
Carol J Galante Program Services | 6/29/20 | $103,750 |
Carol J Galante Program Services | 6/29/20 | $103,750 |
Kenneth Rosen Program Services | 6/29/20 | $133,895 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $547,500 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $25,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $572,500 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $572,510 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $892 |
| Fees for services: Accounting | $17,196 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $397,735 |
| Advertising and promotion | $0 |
| Office expenses | $58 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $204,942 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,799 |
| All other expenses | $0 |
| Total functional expenses | $623,622 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,545,929 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,548 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,547,477 |
| Accounts payable and accrued expenses | $100,916 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $100,916 |
| Net assets without donor restrictions | $808,208 |
| Net assets with donor restrictions | $638,353 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,547,477 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Berkeley Real Estate Forum has recieved totaling $155,000.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: MUTUAL & MEMBERSHIP BENEFIT | $50,000 |
The Bessemer Giving Fund Woodbridge, NJ PURPOSE: GENERAL SUPPORT | $30,000 |
Bluhm Family Charitable Foundation Chicago, IL PURPOSE: EXEMPT PURPOSE OF ORGANIZATION | $25,000 |
The Barbara And Gerson Bakar Foundation San Francisco, CA PURPOSE: GENERAL SUPPORT | $25,000 |
Marcus & Millichap Foundation Palo Alto, CA PURPOSE: GENERAL PURPOSE | $15,000 |
Nancy And Geoffrey Stack Family Foundation Newport Beach, CA PURPOSE: GENERAL SUPPORT | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Nevada Surplus Lines Association Inc Reno, NV | $3,045,218 | $2,380,303 |
Personal Insurance Federation Of California Sacramento, CA | $3,765,397 | $2,029,864 |
Surplus Line Association Of Arizona Scottsdale, AZ | $1,152,985 | $2,079,494 |
Independent Insurance Agents And Brokers Of California Inc Pleasanton, CA | $2,887,810 | $1,617,791 |
Berkeley Real Estate Forum Berkeley, CA | $1,547,477 | $572,510 |
Independent Insurance Agents And Brokers Of Arizona Inc Phoenix, AZ | $3,206,496 | $764,205 |
California Gaming Association Sacramento, CA | $90,520 | $331,935 |
Sierra Nevada Realtors Carson City, NV | $991,354 | $317,792 |
Oregon Solar Energy Industries Association Portland, OR | $124,544 | $371,232 |
Independent Insurance Agents Association Of Sacramento Inc Sacramento, CA | $147,293 | $255,632 |
Vehicle Grid Integration Council Sacramento, CA | $329,701 | $382,476 |
Western Insurance Agents Association Rancho Cordova, CA | $135,244 | $304,523 |