Civic Intelligence

Berkeley Real Estate Forum

990 • Fiscal year 2018 • EIN 46-3586138

Jul 01, 2017 to Jun 30, 2018 • Filed on May 08, 2019

Organization ProfileN/A
FISHER CTR 2220 PIEDMONT AVE SuiteBerkeley, CA 94720-6105

(510) 643-6105

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

92nd percentile

55%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

150%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$976,788

Up $346,327 (+55%) from 2017

Net Assets

Up

$976,788

Up $346,327 (+55%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin87th percentile

Revenue

Up

$924,495

Up $554,494 (+150%) from 2017

Expenses

Up

$578,168

Up $439,253 (+316%) from 2017

Net Income

Up

$346,327

Up $115,241 (+50%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$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

2018

Assets$976,788
Liabilities$0
Net Assets$976,788
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$924,495
Expenses$578,168
Net Income$346,327
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 8, 2019
Return Version
2017v2.3
Gross Receipts
$1,027,440
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$530,461$976,788▲ $446,327
Rtn Earn Endowment Incm Other Fnds$630,461$976,788▲ $346,327
Other Notes and Loans Receivable, Net$100,000$0▼ $100,000
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$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$630,461$976,788▲ $346,327
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$630,461$976,788▲ $346,327
Total Liabilities and Net Assets / Fund Balance$630,461$976,788▲ $346,327
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Constance B MooreBoard Member, President
Jay PaxtonBoard Member, Vice President
Nancy WallaceBoard Member
Ron D SturzeneggerBoard Member
Richard LyonsBoard Member Ex Officio
Doreen J Del TestaSecretary
Richard StantonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kenneth RosenContract Services162 Montrose Road, Berkeley, CA 94610$175,000
Carol GalanteContract Services1130 Winsor Ave, Piedmont, CA 94610$103,750
Revenue and Support

Revenue Composition

Contributions and Grants
$923,778
Program Service Revenue
$0
Investment Income
$717
Other Revenue
$0
All Other Contributions
$923,778
Change in Net Assets
$346,327

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$102,945Average Market Value
Total Noncash Contributions1$102,945-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$578,168
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$322,750$150,457-$473,207
Conferences and Meetings$64,330--$64,330
Fees for Services Accounting-$19,445-$19,445
Fees for Services Legal-$13,933-$13,933
Travel$4,409--$4,409
Insurance$2,313--$2,313
Office Expenses$338--$338
Other Expenses$51--$51
Total Functional Expenses$394,333$183,835$0$578,168
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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

Part VI, Section B, Line 12C

“On an annual basis, berkeley real esttae forum distributes conflict of interest questionnaires which the board members, officers, and key employees complete and return. The secretary of berkeley real estate forum reviews the returned forms for compliance. If a conflict is reported it would be handled in accordance with the conflicts of interest policy, which requires individuals with a potential conflict to recuse themselves from the board's deliberations on the issue of conflict.”

Filing and Contact Details

Filer

Filer Name
Berkeley Real Estate Forum
EIN
46-3586138
In Care Of
% DOREEN DEL TESTA
Phone
5106436105
Address
FISHER CTR 2220 PIEDMONT AVE Suite, BERKELEY, CA 94720-6105

Signing Officer

Name
Richard Stanton
Title
Treasurer
Signed
2019-05-08
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
5

Preparer

Firm
Kpmg Llp
Address
3975 Freedom Circle Dr Suite 100, Santa Clara, CA 95054
Preparer
Valerie Ball
Phone
4083675764
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:admin services - uc regents total fees:150457”

Form 990 Part IX Line 11G

“Description:contract services total fees:322750”

Raw XML AppendixShowing 400 of 452 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/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0923778
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DOREEN DEL TESTA
IRS990/BooksInCareOfDetail/PhoneNum05106436105
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02220 PIEDMONT AVE RM F602
IRS990/BooksInCareOfDetail/USAddress/CityNm0BERKELEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0947202171
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0530461
IRS990/CashNonInterestBearingGrp/EOYAmt0976788
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt064330
IRS990/ConferencesMeetingsGrp/TotalAmt064330
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0175000
IRS990/ContractorCompensationGrp/CompensationAmt1103750
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0162 Montrose Road
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11130 Winsor Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BERKELEY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1PIEDMONT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094610
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194610
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Kenneth Rosen
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1Carol Galante
IRS990/ContractorCompensationGrp/ServicesDesc0Contract Services
IRS990/ContractorCompensationGrp/ServicesDesc1Contract Services
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0923778
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0717
IRS990/CYOtherExpensesAmt0578168
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0346327
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0578168
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0924495
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
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, 2018 Berkeley Real Estate Forum ran two conferences - October 2017 & April 2018.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0394333
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019445
IRS990/FeesForServicesAccountingGrp/TotalAmt019445
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt013933
IRS990/FeesForServicesLegalGrp/TotalAmt013933
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0150457
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0322750
IRS990/FeesForServicesOtherGrp/TotalAmt0473207
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt66.0
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/PersonNm1Jay Paxton
IRS990/Form990PartVIISectionAGrp/PersonNm2Ron D Sturzenegger
IRS990/Form990PartVIISectionAGrp/PersonNm3Nancy Wallace
IRS990/Form990PartVIISectionAGrp/PersonNm4Richard Lyons
IRS990/Form990PartVIISectionAGrp/PersonNm5Richard Stanton
IRS990/Form990PartVIISectionAGrp/PersonNm6Doreen J Del Testa
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/TitleTxt0Board Member, President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member, Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member Ex Officio
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0717
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0103662
IRS990/GrossReceiptsAmt01027440
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt02313
IRS990/InsuranceGrp/TotalAmt02313
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0102945
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To advance academic research concerning various aspects of real estate and to further the reciprocal exchange of information between and among academic researchers in real estate and practitioners of real estate and related fields.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0630461
IRS990/NetAssetsOrFundBalancesEOYAmt0976788
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0717
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0717
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0102945
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0338
IRS990/OfficeExpensesGrp/TotalAmt0338
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BUSINESS REGISTRATION FEES
IRS990/OtherExpensesGrp/Desc1TAX FILING FEES
IRS990/OtherExpensesGrp/Desc2BANKING FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt095
IRS990/OtherExpensesGrp/ProgramServicesAmt147
IRS990/OtherExpensesGrp/ProgramServicesAmt251
IRS990/OtherExpensesGrp/TotalAmt095
IRS990/OtherExpensesGrp/TotalAmt147
IRS990/OtherExpensesGrp/TotalAmt251
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0100000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CONSTANCE B MOORE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0370000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0138915
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0231086
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0138915
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0370001
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0346327
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
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/BOYAmt0630461
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0976788
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0923778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0370000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0417500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0212600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01961378
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0717
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0817
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77380
IRS990ScheduleA/PublicSupportPY170Pct00.55650
IRS990ScheduleA/PublicSupportTotal170Amt01518351
IRS990ScheduleA/SubstantialContributorsTotAmt0443027
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0923778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0370000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0417500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0212600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt037500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01961378
IRS990ScheduleA/TotalSupportAmt01962196
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0AVERAGE MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0102945
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE AMOUNTS SHOWN ON PART I, LINE 9B IS THE NUMBER OF CONTRIBUTIONS RECEIVED.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE M, PART I, COLUMN B
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ON AN ANNUAL BASIS, BERKELEY REAL ESTTAE FORUM DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES WHICH THE BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES COMPLETE AND RETURN. THE SECRETARY OF BERKELEY REAL ESTATE FORUM REVIEWS THE RETURNED FORMS FOR COMPLIANCE. IF A CONFLICT IS REPORTED IT WOULD BE HANDLED IN ACCORDANCE WITH THE CONFLICTS 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/ExplanationTxt1DESCRIPTION:ADMIN SERVICES - UC REGENTS TOTAL FEES:150457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION:CONTRACT SERVICES TOTAL FEES:322750
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART IX LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0630461
IRS990/TotalAssetsEOYAmt0976788
IRS990/TotalAssetsGrp/BOYAmt0630461
IRS990/TotalAssetsGrp/EOYAmt0976788
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0923778
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0183835
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0394333
IRS990/TotalFunctionalExpensesGrp/TotalAmt0578168
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0630461
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0976788
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0394333
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0717
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0924495
IRS990/TotalVolunteersCnt05

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$976,788
Liabilities
$0
Net assets
$976,788
Revenue
$924,495
Expenses
$578,168
Net income
$346,327
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