The Real Estate Roundtable Inc

Nonprofit profile at a glance

EIN
521128863
IRS 990 coverage
2012–2024
Forms available
Form 990 2024
Location
Washington, DC, USA
Phone
2026398400
Rating confidence
Limited

Official website

Reported finances

Revenue
$8,265,540
Expenses
$8,288,147
Assets
$6,316,098
Liabilities
$6,667,357

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

32 people listed

Executive titles in this filing

  • JEFFREY D DEBOER (PRESIDENT AND CEO)
  • CLIFTON E RODGERS JR (SENIOR VICE PRESIDENT)
  • RYAN P MCCORMICK (SENIOR VICE PRESIDENT & COUNSEL)
  • DUANE J DESIDERIO (SENIOR VICE PRESIDENT & COUNSEL)

Highest reported compensation

  • JEFFREY D DEBOER (PRESIDENT AND CEO): $2,595,392 total reported compensation
  • RYAN P MCCORMICK (SENIOR VICE PRESIDENT & COUNSEL): $537,816 total reported compensation
  • CLIFTON E RODGERS JR (SENIOR VICE PRESIDENT): $535,207 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The real estate roundtable brings together leaders of the nation's top publicly-held and privately-owned real estate ownership, development, lending, and management firms with leaders of major national real estate trade associations to address key national policy issues impacting real estate and the economy.

What it reported doing in 2024

To represent and promote the real estate industry. The roundtable's activities include an annual business meeting and an annual state of the industry meeting, as well as periodic meetings throughout the year which provide a forum for members to seek information and discuss issues affecting the real estate industry. Regular newsletters and other publications written and distributed by the roundtable provide timely information to members relating to the industry.

Operating model

Revenue model
Earned-program. 97% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 74
  • Accountability: 93
  • Sustainability: 24
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 5th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 96.3%; rating input score 96; 26th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -0.3%; rating input score 32; 32nd percentile among comparable filings
  • Total-asset coverage ratio: 0.76; rating input score 28; 28th percentile among comparable filings
  • Liabilities to assets ratio: 1.06; rating input score 4; 4th percentile among comparable filings
  • Officer compensation ratio: 55.3%; rating input score 1; 1st percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 2.7% per year; rating input score 100; 25th percentile among comparable filings
  • Asset growth: 7.3% per year; rating input score 100; 47th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 26 of 27 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment
  • Leadership: top reported pay $2.6M · 32 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $1.1M reported
  • Consistency: 13 of 14 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 12 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 3 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 32/100.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • High — Sustainability: Total-asset coverage ratio scored 28/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • High — Sustainability: Officer compensation ratio scored 1/100.
  • High — Sustainability: Liabilities to assets ratio scored 4/100.