2024-10-29T09:29:10-05:00 2024-06-30 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990 2023-07-01 521128863 THE REAL ESTATE ROUNDTABLE INC REAL 2026398400 801 PENNSYLVANIA AVENUE NW 720 WASHINGTON DC 20004 JEFFREY D DEBOER PRESIDENT & CEO 2026398400 2024-10-02 1 0 TRACY M MOREY CPA P01521539 7033858888 2023 2024-10-15 13:58:12Z JEFFREY D DEBOER 801 PENNSYLVANIA AVENUE NW 720 WASHINGTON DC 20004 8019411 0 X WWW.RER.ORG X 1999 DC 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. 25 24 9 24 0 0 5000 0 6933220 7860508 66584 158903 0 0 7004804 8019411 4500 8000 0 0 4850496 5077589 0 0 0 3089542 3147261 7944538 8232850 -939734 -213439 6999971 7053402 6617155 6881656 382816 171746 X 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. 0 0 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. 0 0 0 1 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 9 0 1 9 1 0 0 0 0 1 1 0 1 0 X 25 24 0 0 0 0 1 1 0 1 1 0 0 0 1 0 1 1 1 1 1 0 X NANCY PITCHER 2026398400 801 PENNSYLVANIA AVENUE NW NO 720 WASHINGTON DC 20004 JEFFREY D DEBOER PRESIDENT AND CEO 40.00 2.00 X X 2204725 0 183490 DEBRA A CAFARO IMMEDIATE PAST CHAIR 3.00 X 0 0 0 JOHN F FISH CHAIR 5.00 X X 0 0 0 KATHLEEN MCCARTHY CHAIR-ELECT 3.00 X X 0 0 0 THOMAS M FLEXNER TREASURER 3.00 X X 0 0 0 JODIE W MCLEAN SECRETARY 3.00 X X 0 0 0 THOMAS J BALTIMORE JR DIRECTOR 2.00 X 0 0 0 JEFF T BLAU DIRECTOR 3.00 X 0 0 0 MICHAEL D BROWN DIRECTOR 2.00 X 0 0 0 MICHAEL A CAVARRUBIAS DIRECTOR 2.00 X 0 0 0 LESLIE HALE DIRECTOR 2.00 X 0 0 0 GEORDY JOHNSON DIRECTOR 2.00 X 0 0 0 MATTHEW KELLY DIRECTOR 2.00 X 0 0 0 BRIAN KINGSTON DIRECTOR 2.00 X 0 0 0 ANTHONY E MALKIN DIRECTOR 8.00 X 0 0 0 ROY HILTON MARCH DIRECTOR 2.00 X 0 0 0 KARA MCSHANE DIRECTOR 2.00 X 0 0 0 MARK J PARRELL DIRECTOR 2.00 X 0 0 0 ROSS PEROT JR DIRECTOR 2.00 X 0 0 0 SCOTT RECHLER DIRECTOR 2.00 X 0 0 0 MATTHEW G ROCCO SR DIRECTOR 2.00 X 0 0 0 ROB SPEYER DIRECTOR 2.00 X 0 0 0 BARRY STERNLICHT DIRECTOR 2.00 X 0 0 0 OWEN D THOMAS DIRECTOR 2.00 X 0 0 0 KENNETH VALACH DIRECTOR 2.00 X 0 0 0 DUANE J DESIDERIO SENIOR VICE PRESIDENT AND COUNSEL 40.00 X 442261 0 65385 CLIFTON E RODGERS JR SENIOR VICE PRESIDENT 40.00 X 436259 0 77752 RYAN P MCCORMICK SENIOR VICE PRESIDENT AND COUNSEL 40.00 1.00 X 439782 0 73858 SCOTT SHERWOOD VICE PRESIDENT, COMMUNICATION 40.00 X 195507 0 40957 NANCY PITCHER DIRECTOR OF ADMINISTRATION 40.00 X 133698 0 35716 3852232 0 477158 9 0 1 0 PENTA GROUP LLC 805 15TH STREET NW SUITE 200 WASHINGTON DC 20005 CONSULTING 400000 BROWNSTEIN HYATT FARBER SCHREK 675 15TH STREET SUITE 2900 DENVER CO 80202 CONSULTING 330000 BOCKORNY GROUP INC 99 M STREET SE SUITE 725 WASHINGTON DC 20003 CONSULTING 120100 3 MEMBERSHIP DUES 900099 7860508 7860508 7860508 158903 158903 8019411 7860508 0 158903 X 8000 2427722 2050197 148727 291410 159533 43695 1191049 62143 18109 562368 238394 545260 39137 26929 EXCISE TAX EXPENSE 274938 COMMUNICATIONS 61016 DUES AND SUBSCRIPTIONS 54224 MAINTENANCE 16896 13103 8232850 359815 546496 381872 1040301 24750 21105 900808 623769 316176 277039 3087782 2569151 2829576 2599310 6999971 7053402 944756 968935 1296708 1628700 315004 415168 4060687 3868853 6617155 6881656 X 239060 77990 143756 93756 382816 171746 6999971 7053402 -213439 2369 0 X 0 1 X 1 0 0 0 1 7860508 5225744 869123 6094867 5059328 1035539 0 1 X 632690 463945 168745 164215 159824 4391 103903 103903 277039 SECURITY DEPOSIT 28981 OPERATING LEASE RIGHT-OF-USE ASSET 2534221 ACCRUED INTEREST RECEIVABLE 36108 2599310 DEFERRED INCENTIVE COMPENSATION ARRANGEMENT 441387 OPERATING LEASE LIABILITY 3419238 FINANCE LEASE LIABILITY 8228 3868853 X 8021780 2369 2369 8019411 0 8019411 7957912 0 7957912 274938 274938 8232850 PART IV, LINE 2B: THE REAL ESTATE ROUNDTABLE COLLECTS DUES AND PAYS THE EXPENSES OF NREO, CREDS, AND OTHER ORGANIZATIONS. THE DUES AND EXPENSES OF NREO, CREDS, AND OTHER ORGANIZATIONS ARE NOT INCLUDED IN THE 990 AND ARE RECORDED AS ESCROW FUND - NREO, ESCROW FUND - CREDS, AND AMOUNTS HELD FOR OTHERS. PART X, LINE 2: ACCOUNTING FOR UNCERTAIN TAX PROVISIONS - THE ORGANIZATION COMPLIES WITH THE PROVISIONS OF FASB ASC TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXCISE TAXES 274,938. X 1 0 X X 0 0 0 JEFFREY D DEBOER PRESIDENT AND CEO 1829725 0 375000 0 0 0 116323 0 67167 0 2388215 0 0 0 CLIFTON E RODGERS JR SENIOR VICE PRESIDENT 386259 0 50000 0 0 0 24750 0 53002 0 514011 0 0 0 RYAN P MCCORMICK SENIOR VICE PRESIDENT AND COUNSEL 384782 0 55000 0 0 0 24750 0 49108 0 513640 0 0 0 DUANE J DESIDERIO SENIOR VICE PRESIDENT AND COUNSEL 387261 0 55000 0 0 0 24750 0 40635 0 507646 0 0 0 SCOTT SHERWOOD VICE PRESIDENT, COMMUNICATION 195507 0 0 0 0 0 14663 0 26294 0 236464 0 0 0 NANCY PITCHER DIRECTOR OF ADMINISTRATION 133698 0 0 0 0 0 10184 0 25532 0 169414 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS THE CITY CLUB, THE HISTORIC GEORGETOWN CLUB, THE CAPITAL HILL CLUB, AND THE BELLE HAVEN COUNTRY CLUB MEMBERSHIP FEES. THESE CLUBS HOLD PRIVATE COALITION MEETINGS, MEMBERSHIP RECRUITMENT, AND NETWORKING WITH OTHER GROUPS I.E. NREO, ISAC AND OTHER BUSINESSES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ROUNDTABLE MEMBERS AND PRESIDENT'S COUNCIL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER IN GOOD STANDING IS ENTITLED TO ONE VOTE AT ANY ANNUAL OR SPECIAL MEETING OF THE MEMBERS OF THE ORGANIZATION. EACH ROUNDTABLE MEMBER VOTE WOULD COUNT AS 16 VOTES AND EACH PRESIDENT'S COUNCIL MEMBER VOTE WOULD COUNT AS 8 VOTES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE DIRECTOR OF ADMINISTRATION AND PRESIDENT/CEO. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S PRESIDENT AND CEO AND THE ORGANIZATION'S DIRECTOR OF ADMINISTRATION ANNUALLY REVIEW, AND IF NEEDED UPDATE, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. AT THE BEGINNING OF EACH YEAR THE PRESIDENT AND CEO PROVIDES THE BOARD OF DIRECTORS WITH A BRIEFING REGARDING THEIR RESPONSIBILITIES AS MEMBERS OF THE BOARD OF DIRECTORS. THIS BRIEFING INCLUDES A DISCUSSION OF THE CONFLICT OF INTEREST POLICY, AS WELL BOARD MEMBER RESPONSIBILITIES REGARDING MEETING ATTENDANCE, PARTICIPATION, UNDERSTANDING OF THE RER ISSUES AND OTHER ORGANIZATION POLICIES. FORM 990, PART VI, SECTION B, LINE 15 REAL ESTATE ROUNDTABLE, INC. USES THE NATIONAL JOURNAL COMPENSATION SURVEY TO DETERMINE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 REAL ESTATE ROUNDTABLE, INC. MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS AND COALITIONS 1,191,049. REAL ESTATE ROUNDTABLE EDUCATION AND RESEARCH FOUNDATION 801 PENNSYLVANIA AVENUE NW SUITE 72 WASHINGTON DC 20004 263902909 RESEARCH AND EDUCATION DC 501(C)(3) PF THE REAL ESTATE ROUNDTABLE INC 1 THE REAL ESTATE ROUNDTABLE'S POLITICAL ACTION COMMITTEE 801 PENNSYLVANIA AVENUE NW SUITE 72 WASHINGTON DC 200042686 521410724 POLITICAL ACTIVITES DC 527 N/A 0 REAL ESTATE INFORMATION SHARING AND ANALYSIS CENTER 801 PENNSYLVANIA AVENUE NW SUITE 72 WASHINGTON DC 20004 760734271 TO COUNTER TERRORISM, PROTECT BUILDINGS, AND THE PEOPLE WHO OCCUPY/USE THEM DC 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0