Civic Intelligence

Berkeley Real Estate Forum

990 • Fiscal year 2025 • EIN 46-3586138

Jul 01, 2024 to Jun 30, 2025 • Filed on Apr 23, 2026

Organization ProfileN/A
c/o Fisher Center 2220 Piedmont AveBerkeley, CA 94720

(510) 643-6105

Siviq Scores

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

Liabilities / Assets

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

42nd percentile

0.05x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

56th percentile

7.5%

Higher net margin than 56% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

53rd percentile

4.8%

Faster asset growth than 53% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

31st percentile

-2.5%

Faster revenue growth than 31% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$1,525,296

Up $69,323 (+4.8%) from 2024

Net Assets

Up

$1,500,055

Up $69,319 (+4.8%) from 2024

Liabilities

Up

$25,241

Up $4 (+0.0%) from 2024

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin56th percentile

Revenue

Down

$526,010

Down $13,550 (-2.5%) from 2024

Expenses

Down

$486,692

Down $112,420 (-19%) from 2024

Net Income

Up

$39,318

Up $98,870 (+166%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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: $1,430,7362024Assets 2025: $1,525,296Liabilities 2025: $25,241Net Assets 2025: $1,500,0552025

Highlighted filing

2025

Assets$1,525,296
Liabilities$25,241
Net Assets$1,500,055
Open 2025 Filing

Operations Trend

Revenue Growth31st 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: -$59,5522024Revenue 2025: $526,010Expenses 2025: $486,692Net Income 2025: $39,3182025

Highlighted filing

2025

Revenue$526,010
Expenses$486,692
Net Income$39,318
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 23, 2026
Return Version
2024v5.2
Gross Receipts
$526,010
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
Savings and Temporary Cash Investments$1,104,996$867,230▼ $237,766
Cash and Non-Interest-Bearing Accounts$298,285$646,365▲ $348,080
Accounts Receivable$50,959$9,735▼ $41,224
Prepaid Expenses and Deferred Charges$1,733$1,966▲ $233
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$1,455,973$1,525,296▲ $69,323
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$25,236$25,241▲ $5
Other Liabilities$1--
Total Liabilities$25,237$25,241▲ $4
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,042,383$1,236,702▲ $194,319
Net Assets With Donor Restrictions$388,353$263,353▼ $125,000
Total Net Assets Fund Balance$1,430,736$1,500,055▲ $69,319
Total Liabilities and Net Assets / Fund Balance$1,455,973$1,525,296▲ $69,323
Compensation and Service Providers
Top Officer Pay42nd percentile

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
$480,000
Program Service Revenue
$0
Investment Income
$46,010
Other Revenue
$0
All Other Contributions
$25,000
Change in Net Assets
$39,318

Audited Revenue Reconciliation

Revenue per Audited Statements
$526,010
Total Revenue per Audited Statements
$526,010
Total Revenue per Form 990
$526,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$486,692
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$197,959$150,000-$347,959
Conferences and Meetings$129,265--$129,265
Fees for Services Accounting-$5,998-$5,998
Insurance-$3,400-$3,400
Office Expenses-$70-$70
Total Functional Expenses$327,224$159,468$0$486,692

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$486,692
Total Expenses per Audited Statements$486,692
Total Expenses per Form 990$486,692
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
2026-04-23
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
2320 Oak St, Berkeley, CA 94708
Preparer
Suzanne Pon
Phone
5109996712
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“BREF is exempt from income tax under IRC section 501(c)(3), though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. BREF has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and to identify and evaluate other matters that may be considered tax positions. BREF has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. BREF Fund has received notification from the Internal Revenue Service and the State of California that it qualifies for tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code. The exemptions are subject to periodic review by the federal and state taxing authorities and management is confident that the organization continues to satisfy all federal and state statutes in order to qualify for continued tax exemption status.”

Raw XML Appendix398 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.

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01966
IRS990/PrincipalOfficerNm0Constance B Moore
IRS990/PriorPeriodAdjustmentsAmt030001
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0492500
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt047060
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0599112
IRS990/PYRevenuesLessExpensesAmt0-59552
IRS990/PYTotalExpensesAmt0599112
IRS990/PYTotalRevenueAmt0539560
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IRS990/ReconcilationRevenueExpnssAmt039318
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01104996
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0867230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0480000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0492500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0540000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0572500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0695000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02780000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt047060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03898
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt096968
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/OtherIncome170Grp/TotalAmt010
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71110
IRS990ScheduleA/PublicSupportPY170Pct00.73380
IRS990ScheduleA/PublicSupportTotal170Amt02045960
IRS990ScheduleA/SubstantialContributorsTotAmt0734040
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0480000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0492500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0540000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0572500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0695000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02780000
IRS990ScheduleA/TotalSupportAmt02876978
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/ExpensesSubtotalAmt0486692
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt0526010
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BREF is exempt from income tax under IRC section 501(c)(3), though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. BREF has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and to identify and evaluate other matters that may be considered tax positions. BREF has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. BREF Fund has received notification from the Internal Revenue Service and the State of California that it qualifies for tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code. The exemptions are subject to periodic review by the federal and state taxing authorities and management is confident that the organization continues to satisfy all federal and state statutes in order to qualify for continued tax exemption status.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt0486692
IRS990ScheduleD/TotalRevenuePerForm990Amt0526010
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0526010
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0486692
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/TotalAssetsBOYAmt01455973
IRS990/TotalAssetsEOYAmt01525296
IRS990/TotalAssetsGrp/BOYAmt01455973
IRS990/TotalAssetsGrp/EOYAmt01525296
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0480000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0159468
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0327224
IRS990/TotalFunctionalExpensesGrp/TotalAmt0486692
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025237
IRS990/TotalLiabilitiesEOYAmt025241
IRS990/TotalLiabilitiesGrp/BOYAmt025237
IRS990/TotalLiabilitiesGrp/EOYAmt025241
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01430736
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01500055
IRS990/TotalProgramServiceExpensesAmt0327224
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt046010
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0526010
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01455973
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01525296
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/SignatureDt02026-04-23
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/AddressLine1Txt02320 Oak St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Berkeley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094708
ReturnHeader/PreparerPersonGrp/PhoneNum05109996712
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Suzanne Pon
ReturnHeader/ReturnTs02026-04-23T14:59:40-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,525,296
Liabilities
$25,241
Net assets
$1,500,055
Revenue
$526,010
Expenses
$486,692
Net income
$39,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.53$0.03$1.50$0.53$0.49$0.04
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
Peer Organizations

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