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DEFINED CONTRIBUTION

EIN: 46-0721413Albany, NYZIP: 12207
S03 - Community Improvement & Capacity Building501(c)(6)

Mission

THE ORGANIZATION HAS BEEN FORMED TO PROMOTE THE INCLUSION OF INVESTMENT IN DIRECT COMMERCIAL REAL ESTATE AND REAL ESTATE SECURITIES WITHIN DEFINED CONTRIBUTION PLANS BY FURTHERING EDUCATION, ADVOCACY FOR, AND BEST PRACTICES OF, SUCH INVESTMENTS.

Financials

YearRevenueExpensesAssets
2023$294k$0$490k

Compensation

ROBERT BRANSFIELD
Director
board member
$0
$0
$0
$0
DANIEL CAHILL
Director
board member
$0
$0
$0
$0
CARLIN CALCATERRA
Director
board member
$0
$0
$0
$0
KEVIN DALRYMPLE
Director
board member
$0
$0
$0
$0
KATE DAVIS
Director
board member
$0
$0
$0
$0
CHRIS DONAGHY
Director
board member
$0
$0
$0
$0
MARK EARLEY
Director
board member
$0
$0
$0
$0
KARA FOLEY
Director
board member
$0
$0
$0
$0
JESSICA HOBBS
Director
board member
$0
$0
$0
$0
BEN KANNE
Director
board member
$0
$0
$0
$0
SHAWN LESE
Director
board member
$0
$0
$0
$0
TRACEY LUKE
Director
board member
$0
$0
$0
$0
DAVID MAKOWICZ
Director
board member
$0
$0
$0
$0
MICHAEL O'CONNOR
Director
board member
$0
$0
$0
$0
PETER PALANDJIAN
Director
board member
$0
$0
$0
$0
MICHELLE REUTER
Director
board member
$0
$0
$0
$0
ADAM RUGGIERO
Director
board member
$0
$0
$0
$0
JOSH SAMILOW
Director
board member
$0
$0
$0
$0
SARA SHEAN
Director
board member
$0
$0
$0
$0
DIANE SMOLA
Director
board member
$0
$0
$0
$0
JAY STRUZZIERY
Director
board member
$0
$0
$0
$0
JOE SZALAY
Director
board member
$0
$0
$0
$0
JANI VENTER
Co-President
chief executive officer
$0
$0
$0
$0
LEON VOLCHYOK
Director
board member
$0
$0
$0
$0
KURT WALTEN
Director
board member
$0
$0
$0
$0
ERIN CHO
Co-Secretary
secretary (operational)
$0
$0
$0
$0
MATTHEW GILBERT
Co-Treasurer
chief financial officer
$0
$0
$0
$0
GREG JENKINS
Co-President
chief executive officer
$0
$0
$0
$0
BRANDON MILLEN
Co-Treasurer
chief financial officer
$0
$0
$0
$0
KEVIN WALSH
Co-Secretary
secretary (operational)
$0
$0
$0
$0

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Data from IRS Form 990 filings (2023).