Civic Intelligence

Berkeley Real Estate Forum

EIN 46-3586138 • 501(c)3 • Berkeley, CA

Profile

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, 2024, berkeley real estate forum assisted with two successful conferences held in october 2023 and april 2024.

c/o Fisher Center 2220 Piedmont AveBerkeley, CA 94720

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.05x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

57th percentile

8.0%

Higher net margin than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

31st percentile

-2.1%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-5.0%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$1,455,973

Down $59,460 (-3.9%) from 2023

Liabilities

Up

$25,237

Up $92 (+0.4%) from 2023

Net Assets

Down

$1,430,736

Down $59,552 (-4.0%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin57th percentile

Revenue

Down

$539,560

Down $4,338 (-0.8%) from 2023

Expenses

Up

$599,112

Up $98,941 (+20%) from 2023

Net Income

Down

-$59,552

Down $103,279 (-236%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2014: $32,601Liabilities 2014: $02014Assets 2015: $263,062Liabilities 2015: $100,000Net Assets 2015: $163,0622015Assets 2016: $399,375Liabilities 2016: $0Net Assets 2016: $399,3752016Assets 2017: $630,461Liabilities 2017: $0Net Assets 2017: $630,4612017Assets 2018: $976,788Liabilities 2018: $0Net Assets 2018: $976,7882018Assets 2019: $1,463,500Liabilities 2019: $139,647Net Assets 2019: $1,323,8532019Assets 2020: $1,283,425Liabilities 2020: $25,887Net Assets 2020: $1,257,5382020Assets 2021: $1,522,791Liabilities 2021: $25,118Net Assets 2021: $1,497,6732021Assets 2022: $1,547,477Liabilities 2022: $100,916Net Assets 2022: $1,446,5612022Assets 2023: $1,515,433Liabilities 2023: $25,145Net Assets 2023: $1,490,2882023Assets 2024: $1,455,973Liabilities 2024: $25,237Net Assets 2024: $1,430,7362024

Highlighted filing

2024

Assets$1,455,973
Liabilities$25,237
Net Assets$1,430,736
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2014: $37,500Expenses 2014: $4,899Net Income 2014: $32,6012014Revenue 2015: $212,600Expenses 2015: $82,239Net Income 2015: $130,3612015Revenue 2016: $417,500Expenses 2016: $181,187Net Income 2016: $236,3132016Revenue 2017: $370,001Expenses 2017: $138,915Net Income 2017: $231,0862017Revenue 2018: $924,495Expenses 2018: $578,168Net Income 2018: $346,3272018Revenue 2019: $567,500Expenses 2019: $610,779Net Income 2019: -$43,2792019Revenue 2020: $464,298Expenses 2020: $530,613Net Income 2020: -$66,3152020Revenue 2021: $695,000Expenses 2021: $454,865Net Income 2021: $240,1352021Revenue 2022: $572,510Expenses 2022: $623,622Net Income 2022: -$51,1122022Revenue 2023: $543,898Expenses 2023: $500,171Net Income 2023: $43,7272023Revenue 2024: $539,560Expenses 2024: $599,112Net Income 2024: -$59,5522024

Highlighted filing

2024

Revenue$539,560
Expenses$599,112
Net Income-$59,552
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,455,973
Liabilities
$25,237
Net assets
$1,430,736
Revenue
$539,560
Expenses
$599,112
Net income
-$59,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.03$1.43$0.54$0.60$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.03$1.49$0.54$0.50$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.10$1.45$0.57$0.62$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.03$1.50$0.70$0.45$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.03$1.26$0.46$0.53$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.14$1.32$0.57$0.61$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.92$0.58$0.35
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.37$0.14$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.42$0.18$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.10$0.16$0.21$0.08$0.13
2014Summary only. Only limited summary data is available for this year.$0.03$0.00$0.04$0.00$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 7, 2025
Return Version
2023v6.0
Gross Receipts
$539,560
Mission and Program Overview

Mission

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.

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, 2024, berkeley real estate forum assisted with two successful conferences held in october 2023 and april 2024.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,104,996$1,104,996→ $0
Cash and Non-Interest-Bearing Accounts$404,901$298,285▼ $106,616
Accounts Receivable$3,899$50,959▲ $47,060
Prepaid Expenses and Deferred Charges$1,637$1,733▲ $96
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,515,433$1,455,973▼ $59,460
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$25,145$25,236▲ $91
Other Liabilities-$1-
Total Liabilities$25,145$25,237▲ $92
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$976,935$1,042,383▲ $65,448
Net Assets With Donor Restrictions$513,353$388,353▼ $125,000
Total Net Assets Fund Balance$1,490,288$1,430,736▼ $59,552
Total Liabilities and Net Assets / Fund Balance$1,515,433$1,455,973▼ $59,460
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Constance B MoorePresident
Ron D SturzeneggerVice President
Ann E HarrisonDirector
Kristin GannonDirector
Nancy WallaceDirector
Doreen J Del TestaSecretary
Richard StantonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Christopher J HartungManagement Services541 Silverado Drive, Tiburon, CA 94920$150,000
Revenue and Support

Revenue Composition

Contributions and Grants
$492,500
Program Service Revenue
$0
Investment Income
$47,060
Other Revenue
$0
All Other Contributions
$25,000
Change in Net Assets
$-59,552
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$599,112
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$276,599$150,000-$426,599
Conferences and Meetings$150,442--$150,442
Fees for Services Accounting-$18,937-$18,937
Insurance-$3,068-$3,068
Office Expenses$66--$66
Total Functional Expenses$427,107$172,005$0$599,112
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 9

“Constance B. Moore 1131 Garnet Rock Trail Highlands, NC 28741, Ron Sturzenegger 815 Hayne Road Hillsborough, CA 94010, Kristin Gannon Managing Director Eastdil Secured 101 California, Suite 2950 San Francisco, CA 94111, Ann Harrison University of California Berkeley Haas School of Business 2220 Piedmont Avenue S545 Student Services Bldg Berkeley, CA 94720”

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

“The Form 990 is reviewed in detail by the organization Secretary and other members of the Audit Committee with the paid preparer. The final draft of the Form 990 is shared with the entire Board of Directors prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Annually, Berkeley Real Estate Forum BREF distributes conflict of interest questionnaires that board members and officers complete and return. The Secretary of BREF reviews the returned forms for compliance. If a conflict is reported, it would be handled in accordance with BREF's Conflict of Interest policy which requires individuals with a potential conflict to recuse themselves from the Board's deliberations on the issue of conflict.”

Form 990, Part VI, Section C, Line 19

“The Berkeley Real Estate Forum makes its governing documents, conflict of interest policy, and financial statements available to the public upon reasonable request.”

Filing and Contact Details

Filer

Filer Name
Berkeley Real Estate Forum
EIN
46-3586138
Phone
5106436105
Address
c/o Fisher Center 2220 Piedmont Ave, Berkeley, CA 94720

Signing Officer

Name
Richard Stanton
Title
Treasurer
Signed
2025-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Constance B Moore
Formed
2013
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Firm
Shining Star Consulting LLC
Address
1831 Solano Ave Unit 8058, Berkeley, CA 94707
Preparer
Suzanne Pon
Phone
5109996712
Raw XML Appendix390 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt025145
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025236
IRS990/AccountsReceivableGrp/BOYAmt03899
IRS990/AccountsReceivableGrp/EOYAmt050959
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0BERKELEY 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, 2024, BERKELEY REAL ESTATE FORUM ASSISTED WITH TWO SUCCESSFUL CONFERENCES HELD IN OCTOBER 2023 AND APRIL 2024.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt025000
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Doreen Del Testa
IRS990/BooksInCareOfDetail/PhoneNum05106436105
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0Fisher Ctr 2220 Piedmont Ave Rm F60
IRS990/BooksInCareOfDetail/USAddress/CityNm0Berkeley
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094720
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0404901
IRS990/CashNonInterestBearingGrp/EOYAmt0298285
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0150442
IRS990/ConferencesMeetingsGrp/TotalAmt0150442
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0150000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0541 Silverado Drive
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Tiburon
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094920
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Christopher J Hartung
IRS990/ContractorCompensationGrp/ServicesDesc0Management Services
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0492500
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt047060
IRS990/CYOtherExpensesAmt0599112
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-59552
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0599112
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0539560
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0BERKELEY 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, 2024, BERKELEY REAL ESTATE FORUM ASSISTED WITH TWO SUCCESSFUL CONFERENCES HELD IN OCTOBER 2023 AND APRIL 2024.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0513353
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0388353
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0427107
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018937
IRS990/FeesForServicesAccountingGrp/TotalAmt018937
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0150000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0276599
IRS990/FeesForServicesOtherGrp/TotalAmt0426599
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Constance B Moore
IRS990/Form990PartVIISectionAGrp/PersonNm1Ron D Sturzenegger
IRS990/Form990PartVIISectionAGrp/PersonNm2Ann E Harrison
IRS990/Form990PartVIISectionAGrp/PersonNm3Nancy Wallace
IRS990/Form990PartVIISectionAGrp/PersonNm4Kristin Gannon
IRS990/Form990PartVIISectionAGrp/PersonNm5Doreen J Del Testa
IRS990/Form990PartVIISectionAGrp/PersonNm6Richard Stanton
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0539560
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt03068
IRS990/InsuranceGrp/TotalAmt03068
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt047060
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047060
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0467500
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0BERKELEY 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, 2024, BERKELEY REAL ESTATE FORUM ASSISTED WITH TWO SUCCESSFUL CONFERENCES HELD IN OCTOBER 2023 AND APRIL 2024.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01490288
IRS990/NetAssetsOrFundBalancesEOYAmt01430736
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0976935
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01042383
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt066
IRS990/OfficeExpensesGrp/TotalAmt066
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt01
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01637
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01733
IRS990/PrincipalOfficerNm0Constance B Moore
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0540000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03898
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0500171
IRS990/PYRevenuesLessExpensesAmt043727
IRS990/PYTotalExpensesAmt0500171
IRS990/PYTotalRevenueAmt0543898
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-59552
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01104996
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01104996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0492500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0540000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0572500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0695000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0464298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02764298
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt047060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03898
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt050958
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/OtherIncome170Grp/TotalAmt010
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73380
IRS990ScheduleA/PublicSupportPY170Pct00.74550
IRS990ScheduleA/PublicSupportTotal170Amt02065736
IRS990ScheduleA/SubstantialContributorsTotAmt0698562
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0492500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0540000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0572500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0695000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0464298
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02764298
IRS990ScheduleA/TotalSupportAmt02815266
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalLiabilityAmt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Constance B. Moore 1131 Garnet Rock Trail Highlands, NC 28741, Ron Sturzenegger 815 Hayne Road Hillsborough, CA 94010, Kristin Gannon Managing Director Eastdil Secured 101 California, Suite 2950 San Francisco, CA 94111, Ann Harrison University of California Berkeley Haas School of Business 2220 Piedmont Avenue S545 Student Services Bldg Berkeley, CA 94720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is reviewed in detail by the organization Secretary and other members of the Audit Committee with the paid preparer. The final draft of the Form 990 is shared with the entire Board of Directors prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annually, Berkeley Real Estate Forum BREF distributes conflict of interest questionnaires that board members and officers complete and return. The Secretary of BREF reviews the returned forms for compliance. If a conflict is reported, it would be handled in accordance with BREF's Conflict of Interest policy which requires individuals with a potential conflict to recuse themselves from the Board's deliberations on the issue of conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Berkeley Real Estate Forum makes its governing documents, conflict of interest policy, and financial statements available to the public upon reasonable request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01515433
IRS990/TotalAssetsEOYAmt01455973
IRS990/TotalAssetsGrp/BOYAmt01515433
IRS990/TotalAssetsGrp/EOYAmt01455973
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0492500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0172005
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0427107
IRS990/TotalFunctionalExpensesGrp/TotalAmt0599112
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025145
IRS990/TotalLiabilitiesEOYAmt025237
IRS990/TotalLiabilitiesGrp/BOYAmt025145
IRS990/TotalLiabilitiesGrp/EOYAmt025237
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01490288
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01430736
IRS990/TotalProgramServiceExpensesAmt0427107
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt047060
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0539560
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01515433
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01455973
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0c/o Fisher Center 2220 Piedmont Ave
IRS990/USAddress/CityNm0Berkeley
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0947206105
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Stanton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Berkeley Real Estate Forum
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0463586138
ReturnHeader/Filer/PhoneNum05106436105
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Fisher Center 2220 Piedmont Ave
ReturnHeader/Filer/USAddress/CityNm0Berkeley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094720
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460796445
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shining Star Consulting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01831 Solano Ave Unit 8058
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Berkeley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094707
ReturnHeader/PreparerPersonGrp/PhoneNum05109996712
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Suzanne Pon
ReturnHeader/ReturnTs02025-04-07T13:16:25-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.