Civic Intelligence

Cbre Disaster Relief Foundation

990 • Fiscal year 2018 • EIN 45-5124413

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 26, 2019

100 N Pacific Coast Hwy Ste 1100El Segundo, CA 90245

(310) 606-5176

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-66%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

94th percentile

$58,469

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 48.2% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

8th percentile

-54%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-74%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$67,857

Down $80,455 (-54%) from 2017

Net Assets

Down

$67,857

Down $80,455 (-54%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$121,362

Down $339,543 (-74%) from 2017

Expenses

Down

$201,817

Down $225,457 (-53%) from 2017

Net Income

Down

-$80,455

Down $114,086 (-339%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $105,994Liabilities 2012: $0Net Assets 2012: $105,9942012Assets 2013: $111,608Liabilities 2013: $0Net Assets 2013: $111,6082013Assets 2014: $116,050Liabilities 2014: $0Net Assets 2014: $116,0502014Assets 2015: $111,482Liabilities 2015: $0Net Assets 2015: $111,4822015Assets 2016: $114,681Liabilities 2016: $0Net Assets 2016: $114,6812016Assets 2017: $148,312Liabilities 2017: $0Net Assets 2017: $148,3122017Assets 2018: $67,857Liabilities 2018: $0Net Assets 2018: $67,8572018Assets 2019: $47,073Liabilities 2019: $0Net Assets 2019: $47,0732019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$67,857
Liabilities$0
Net Assets$67,857

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $198,675Expenses 2012: $92,681Net Income 2012: $105,9942012Revenue 2013: $25,512Expenses 2013: $19,898Net Income 2013: $5,6142013Revenue 2014: $5,852Expenses 2014: $1,410Net Income 2014: $4,4422014Revenue 2015: $232,058Expenses 2015: $236,626Net Income 2015: -$4,5682015Revenue 2016: $28,831Expenses 2016: $25,632Net Income 2016: $3,1992016Revenue 2017: $460,905Expenses 2017: $427,274Net Income 2017: $33,6312017Revenue 2018: $121,362Expenses 2018: $201,817Net Income 2018: -$80,4552018Revenue 2019: $67,019Expenses 2019: $87,803Net Income 2019: -$20,7842019Revenue 2020: $171,444Expenses 2020: $218,517Net Income 2020: -$47,0732020

Highlighted filing

2018

Revenue$121,362
Expenses$201,817
Net Income-$80,455
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 26, 2019
Return Version
2018v3.1
Gross Receipts
$140,587
Mission and Program Overview

Mission

Disaster - response programs

Disaster-response programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$148,312$67,857▼ $80,455
Rtn Earn Endowment Incm Other Fnds$148,312$67,857▼ $80,455
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$148,312$67,857▼ $80,455
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$148,312$67,857▼ $80,455
Total Liabilities and Net Assets / Fund Balance$148,312$67,857▼ $80,455
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Kathleen ThompsonAssistant SecretaryPT$58,469$58,469

Board Members and Trustees

NameTitle
Calvin Frese JrChairman
Michael J LafitteDirector/president
John Jack E DurburgVice Chairman
Jennifer AshleyExecutive Vice President
Cindy KeeAssistant Secretary
Sean P TregliaAssistant Secretary
Dara a BazzanoChief Accounting Officer
Debbie FanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$140,587
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-19,225
All Other Contributions
$113,542
Change in Net Assets
$-80,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$198,653
Other Expenses$3,164
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$172,153--$172,153
Grants to Domestic Individuals$26,500--$26,500
Other Expenses$0$3,164$0$3,164
Total Functional Expenses$198,653$3,164$0$201,817
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Red CrossSan Francisco, CA501 (c)(3)Disaster Relief$125,000
St Anna Greek Orthodox ChurchWashington, DC501 (c)(3)Disaster Relief$25,700
Rebuilding Together-501(c)(3)-$21,453
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,225
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tampa Fall Ball$27,045-$3,971-
Total Events$27,045-$19,225$-19,225
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 - Business Relationships

All board members and officers of the organization are employees of cbre, inc. During 2018.

Form 990, Part VI, Section B, Line 11B - Review Form 990

The form 990 and related schedules are completed by outside tax advisors and reviewed internally by management. The final form 990 is then provided to all voting members of the board prior to submitting to the internal revenue services.

Form 990, Part VI, Section C, Line 19

Information is made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Cbre Disaster Relief Foundation
EIN
45-5124413
In Care Of
% CBRE INC
Phone
3106065176
Address
100 N PACIFIC COAST HWY STE 1100, EL SEGUNDO, CA 90245

Signing Officer

Name
Debbie Fan
Title
Treasurer
Phone
3106065176
Signed
2019-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debbie Fan
Formed
2012
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
PricewaterhouseCoopers LLP
Address
300 Madison Avenue, New York, NY 10017
Preparer
Meredith Monroe
Phone
6464713000
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IRS990/ProgSrvcAccomActy3Grp/Desc0CBRE DISASTER RELIEF FOUNDATION CONTRIBUTED TO AID IN THE RELIEF OF HURRICANE IRMA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt024453
IRS990/ProgSrvcAccomActy3Grp/GrantAmt024453
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0RELIEF OF HURRICANE MICHAEL
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt023500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt023500
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0460905
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0425483
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01791
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt033631
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0427274
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0460905
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-80455
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0148312
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt067857
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0140587
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0460905
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0232058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0868233
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71206
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0618233
IRS990ScheduleA/SubstantialContributorsTotAmt0250000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0140587
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0460905
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0232058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05852
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0868233
IRS990ScheduleA/TotalSupportAmt0868233
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027045
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027045
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019225
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TAMPA FALL BALL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt015254
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt015254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027045
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-19225
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03971
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03971
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt026500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0AID FOR HURRICANE RELIEF
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/RecipientTable/CashGrantAmt0125000
IRS990ScheduleI/RecipientTable/CashGrantAmt125700
IRS990ScheduleI/RecipientTable/CashGrantAmt221453
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DISASTER RELIEF
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DISASTER RELIEF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST ANNA GREEK ORTHODOX CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2REBUILDING TOGETHER
IRS990ScheduleI/RecipientTable/RecipientEIN0530196605
IRS990ScheduleI/RecipientTable/RecipientEIN1364585276
IRS990ScheduleI/RecipientTable/RecipientEIN2521585880
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0372 SANTA CLARA AVE SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11899 L ST NWSTE 1000WASHINGTON D
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1DC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094127
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd120036
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1N/A
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANT FUND RECIPIENTS THAT ARE ORGANIZATIONS ARE REQUIRED TO PROVIDE PROOF OF 501(C)(3) STATUS AND A LETTER OR RECEIPT TO AN EMPLOYEE OF CBRE WHOSE DONATION IS MATCHED BY THE FOUNDATION, OR A LETTER DIRECTLY TO THE FOUNDATION PROVIDING INFORMATION REGARDING HOW THE FUNDS HAVE OR WILL BE USED BY THE ORGANIZATION. THIS INFORMATION IS REVIEWED FIRST BY THE FOUNDATION'S DESIGNATED APPROVER AND THEN FINALLY BY AN ACCOUNTING ANALYST TO ENSURE ALL REQUIRED PAPERWORK IS IN ORDER. WITH RESPECT TO GRANTS TO INDIVIDUALS, ONCE THE CBRE DISASTER RELIEF FOUNDATION HAS DESIGNATED FUNDING FOR A SPECIFIC NATURAL DISASTER, INDIVIDUALS SEVERELY IMPACTED BY THE EVENT MAY SEEK TEMPORARY RELIEF. AN INDEPENDENT GRANT AWARD COMMITTEE MAKES ALL THE AWARD DECISIONS BASED ON SEVERAL CRITERIA INCLUDING THE UNIQUE NEEDS OF INDIVIDUALS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION ARE EMPLOYEES OF CBRE, INC. DURING 2018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 AND RELATED SCHEDULES ARE COMPLETED BY OUTSIDE TAX ADVISORS AND REVIEWED INTERNALLY BY MANAGEMENT. THE FINAL FORM 990 IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO SUBMITTING TO THE INTERNAL REVENUE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INFORMATION IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, LINE 2 - BUSINESS RELATIONSHIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B - REVIEW FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd0false

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