Civic Intelligence

Real Estate Finance Forum

990EZ • Fiscal year 2014 • EIN 45-3692132

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 15, 2015

Organization ProfileWWW.REFFCHICAGO.COM
PO Box A3289Chicago, IL 60690

(847) 502-7915

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

89th percentile

27%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

87th percentile

41%

Faster asset growth than 87% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

61st percentile

6.5%

Faster revenue growth than 61% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$131,218

Up $38,158 (+41%) from 2013

Net Assets

$131,218

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin89th percentile

Revenue

Up

$141,958

Up $8,658 (+6.5%) from 2013

Expenses

Down

$103,800

Down $63,800 (-38%) from 2013

Net Income

Up

$38,158

Up $72,458 (+211%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2012: $127,360Liabilities 2012: $02012Assets 2013: $93,060Liabilities 2013: $02013Assets 2014: $131,218Liabilities 2014: $0Net Assets 2014: $131,2182014Assets 2015: $85,155Net Assets 2015: $85,1552015Assets 2016: $99,247Liabilities 2016: $0Net Assets 2016: $99,2472016Assets 2017: $105,328Liabilities 2017: $0Net Assets 2017: $105,3282017Assets 2018: $109,431Liabilities 2018: $0Net Assets 2018: $109,4312018Assets 2019: $144,364Liabilities 2019: $0Net Assets 2019: $144,3642019Assets 2020: $144,879Liabilities 2020: $0Net Assets 2020: $144,8792020Assets 2021: $205,340Liabilities 2021: $0Net Assets 2021: $205,3402021Assets 2022: $228,889Liabilities 2022: $0Net Assets 2022: $228,8892022Assets 2023: $253,708Liabilities 2023: $0Net Assets 2023: $253,7082023Assets 2024: $314,846Liabilities 2024: $0Net Assets 2024: $314,8462024Assets 2025: $394,257Liabilities 2025: $0Net Assets 2025: $394,2572025

Highlighted filing

2014

Assets$131,218
Liabilities$0
Net Assets$131,218
Open 2014 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2012: $112,805Expenses 2012: $47,817Net Income 2012: $64,9882012Revenue 2013: $133,300Expenses 2013: $167,600Net Income 2013: -$34,3002013Revenue 2014: $141,958Expenses 2014: $103,800Net Income 2014: $38,1582014Revenue 2015: $110,021Expenses 2015: $156,084Net Income 2015: -$46,0632015Revenue 2016: $178,585Expenses 2016: $164,483Net Income 2016: $14,1022016Revenue 2017: $157,929Expenses 2017: $151,848Net Income 2017: $6,0812017Revenue 2018: $195,072Expenses 2018: $190,969Net Income 2018: $4,1032018Revenue 2019: $194,720Expenses 2019: $159,787Net Income 2019: $34,9332019Revenue 2020: $21,290Expenses 2020: $20,775Net Income 2020: $5152020Revenue 2021: $209,362Expenses 2021: $148,901Net Income 2021: $60,4612021Revenue 2022: $223,437Expenses 2022: $199,888Net Income 2022: $23,5492022Revenue 2023: $285,953Expenses 2023: $261,134Net Income 2023: $24,8192023Revenue 2024: $306,217Expenses 2024: $245,080Net Income 2024: $61,1372024Revenue 2025: $258,334Expenses 2025: $178,923Net Income 2025: $79,4112025

Highlighted filing

2014

Revenue$141,958
Expenses$103,800
Net Income$38,158
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 15, 2015
Return Version
2014v5.0
Gross Receipts
$141,958
Mission and Program Overview

Mission

To further the professional development of women.

Further professional development

Program Services

DescriptionGrantsExpenses
TO FURTHER THE PROFESSIONAL DEVELOPMENT OF WOMEN IN ALL PHASES OF COMMERICAL REAL ESTATE FINANCE-$103,801
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIZ ARNOLDPresident-$0--
LAURA FABERVP Of Special Events-$0--
LAUREN DIETERVP Of Programs-$0--
ALLYSON SEHYVP Of Membership-$0--
MEGHAN CZECHOWSKIVP Of Philanthropy-$0--
ALISON BUCKLEYVP Of Special Events-$0--
RACHEL JANUSSecretary-$0--
MARTH JANE ZARINGVP Of Programs-$0--
LINDSEY RONGSTADTreasurer-$0--
LAURA GOODELLVP Of Technology-$0--
Filing and Contact Details

Filer

Filer Name
Real Estate Finance Forum
EIN
45-3692132
Address
PO BOX A3289, CHICAGO, IL 60690

Signing Officer

Name
Lindsey Rongstad
Title
Treasurer
Phone
8475027915
Signed
2015-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Upchurch and Associates
Address
4054 N Lincoln Ave 2nd Floor, Chicago, IL 60618
Preparer
Jeffrey L Upchurch
Phone
7733608280
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountmeetings and events 64,344website 14,563administrative 728scholarship 8,000depaul donation 10,000npc merch charge 4,235account analysis fee 698amex charge 1,232”

Raw XML Appendix162 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LINDSEY RONGSTAD
IRS990EZ/BooksInCareOfDetail/PhoneNum08475027915
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX A3289
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060690
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093060
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0131218
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0130088
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt038158
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt093060
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0131218
IRS990EZ/GrossReceiptsAmt0141958
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011870
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt093060
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0131218
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt093060
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0131218
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LIZ ARNOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA FABER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAUREN DIETER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLYSON SEHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MEGHAN CZECHOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALISON BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RACHEL JANUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARTH JANE ZARING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LINDSEY RONGSTAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LAURA GOODELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF PHILANTHROPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP OF TECHNOLOGY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0103800
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FURTHER PROFESSIONAL DEVELOPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO FURTHER THE PROFESSIONAL DEVELOPMENT OF WOMEN IN ALL PHASES OF COMMERICAL REAL ESTATE FINANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0103801
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0103800
IRS990EZ/TotalProgramServiceExpensesAmt0103801
IRS990EZ/TotalRevenueAmt0141958
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.REFFCHICAGO.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0130088
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0133300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0112805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0376193
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0376193
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0130088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0133300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0112805
IRS990ScheduleA/Total509Grp/TotalAmt0376193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0130088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0133300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112805
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0376193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMEETINGS AND EVENTS 64,344WEBSITE 14,563ADMINISTRATIVE 728SCHOLARSHIP 8,000DEPAUL DONATION 10,000NPC MERCH CHARGE 4,235ACCOUNT ANALYSIS FEE 698AMEX CHARGE 1,232
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSEY RONGSTAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08475027915
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REAL ESTATE FINANCE FORUM
ReturnHeader/Filer/BusinessNameControlTxt0REAL
ReturnHeader/Filer/EIN0453692132
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX A3289
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060690
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272634483
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Upchurch and Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04054 N Lincoln Ave 2nd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060618
ReturnHeader/PreparerPersonGrp/PhoneNum07733608280
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY L UPCHURCH
ReturnHeader/ReturnTs02015-02-24T18:01:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,218
Liabilities
$0
Net assets
$131,218
Revenue
$141,958
Expenses
$103,800
Net income
$38,158
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$2.58$1.79$0.79
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$3.06$2.45$0.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$2.86$2.61$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$2.23$2.00$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$2.09$1.49$0.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.21$0.21$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$1.95$1.60$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$1.95$1.91$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.58$1.52$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.79$1.64$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.85$1.10$1.56$0.46
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$1.42$1.04$0.38
2013Summary only. Only limited summary data is available for this year.$0.93$0.00$1.33$1.68$0.34
2012Summary only. Only limited summary data is available for this year.$1.27$0.00$1.13$0.48$0.65