2024-11-14T08:44:27-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-07-01 237070298 BUILDING OWNERS AND MANAGERS INSTITUTE BUIL 4109741410 900 BESTGATE ROAD 206 ANNAPOLIS MD 21401 HENRY CHAMBERLAIN PRESIDENT & CEO 4109741410 2024-11-14 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z BOMI HENRY CHAMBERLAIN 900 BESTGATE ROAD 206 ANNAPOLIS MD 21401 1617866 0 X WWW.BOMI.ORG X 1970 PA SEE PART III, LINE 1. 17 17 21 17 0 0 0 0 3183211 1526725 42869 -10591 47807 15512 3273887 1531646 0 952632 0 0 1331213 645370 0 0 0 1753550 1062267 3084763 2660269 189124 -1128623 4468227 3210064 1985391 1815680 2482836 1394384 X BOMI WILL BE THE PREMIER INTERNATIONAL PROVIDER OF EDUCATIONAL PRODUCTS AND SERVICES TO THE PROPERTY AND FACILITY MANAGEMENT INDUSTRIES. 0 0 263728 1526725 EDUCATIONAL ACTIVITIES (EXAM SERVICES) AND GRADUATE SERVICES:DURING THE SIX MONTHS ENDED 12/31/2023, BOMI ENROLLED 556 NEW STUDENTS IN ITS PROFESSIONAL DESIGNATION PROGRAMS, REGISTERED 1,893 STUDENTS IN SELF-STUDY/ONLINE SELF PACED OR INSTRUCTED COURSES, AND ADMINISTERED 1,506 EXAMINATIONS. BOMI ALSO CONFERRED 33 DESIGNATIONS THROUGH THE REAL PROPERTY ADMINISTRATOR (RPA), 34 DESIGNATIONS THROUGH THE FACILITIES MANAGEMENT ADMINISTRATOR (FMA), AND 13 DESIGNATIONS THROUGH THE SYSTEMS MANAGEMENT ADMINISTRATION (SMA) PROGRAMS. 423495 STUDENT SERVICES:BOMI FIELDS INQUIRIES ABOUT OUR EDUCATIONAL PROGRAMS FROM REFERRALS, MAGAZINE ADS, ONLINE ADVERTISEMENTS, EMAIL CAMPAIGNS, AND DIRECT MAIL. IN ADDITION, WE RESPOND TO DAILY CALLS FROM CURRENT STUDENTS AND GRADUATES, COORDINATE DIRECT ON-SITE TRAINING TO CORPORATE CLIENTS AND CONDUCT OUTREACH EFFORTS TO CURRENT STUDENTS, GRADUATES AND PROSPECTS. ADDITIONAL OUTREACH EFFORTS ARE THROUGH BOMI'S WEBSITE, SOCIAL MEDIA PLATFORMS SUCH AS FACEBOOK, TWITTER, AND LINKEDIN, DIRECT MAIL AND EMAIL CAMPAIGNS, EDUCATIONAL CATALOG, ENEWSLETTER, TRADE SHOW PROMOTIONS, AND BOARD OF TRUSTEES' COMMUNICATIONS. 490010 EDUCATION CURRICULUM:BOMI'S PROPERTY AND FACILITIES MANAGEMENT EDUCATIONAL OFFERINGS ARE LEADING-EDGE AND ADVANCE THE PROFESSION; OUR COURSE AND EXAM MATERIALS ARE STATE-OF-THE-ART. WE CURRENTLY OFFER 24 COURSES EITHER IN-CLASS, ONLINE, OR IN A SELF-STUDY FORMAT WHICH CAN LEAD TO A BOMI PROFESSIONAL DESIGNATION: RPA, FMA, BOMI-HP, SMA, SMT. BOMI ALSO OFFERS CERTIFICATES IN SPECIALIZED AREAS OF PROPERTY AND FACILITIES MANAGEMENT. BOMI EDUCATED PROFESSIONALS MEET RIGOROUS PROFESSIONAL STANDARDS AND CAN IMMEDIATELY APPLY THEIR COURSEWORK KNOWLEDGE TO BUILD A MORE ROBUST CAREER IN PROPERTY AND FACILITIES MANAGEMENT. 952632 952632 BCI LOAN FORGIVENESS - SEE SCHEDULE I EXPLANATION. 952632 952632 2129865 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 30 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X HENRY CHAMBERLAIN 4109741410 900 BESTGATE ROAD SUITE 206 ANNAPOLIS MD 21401 X TIMOTHY O'DONALD CHAIRMAN 2.00 0.00 X X 0 0 0 ANDREW TAYLOR VICE CHAIRMAN 2.00 1.00 X X 0 0 0 DAVE POGUE SECRETARY/TREASURER 2.00 0.00 X X 0 0 0 FINLAND ALEJO TRUSTEE 1.00 0.00 X 0 0 0 PATRICK FREEMAN TRUSTEE 1.00 0.00 X 0 0 0 PATTI ANN GANNON TRUSTEE 1.00 0.00 X 0 0 0 SUSAN HAMMER TRUSTEE 1.00 0.00 X 0 0 0 ALEX HANSON TRUSTEE 1.00 0.00 X 0 0 0 ADRIAN HESTER TRUSTEE 1.00 0.00 X 0 0 0 JONATHAN JONES TRUSTEE 1.00 0.00 X 0 0 0 EILEEN LEWIS TRUSTEE 1.00 0.00 X 0 0 0 JOHNNY ONKST TRUSTEE 1.00 0.00 X 0 0 0 LORI RAPHAEL TRUSTEE 1.00 0.00 X 0 0 0 ANGELA K SAUNDERS TRUSTEE 1.00 0.00 X 0 0 0 GARY SCHLOTZHAUER TRUSTEE 1.00 0.00 X 0 0 0 JOSHUA H SIEGAL TRUSTEE 1.00 1.00 X 0 0 0 NICHOLAS S STOLATIS TRUSTEE 1.00 1.00 X 0 0 0 HENRY H CHAMBERLAIN-SEE SCH O PRESIDENT & CEO (FROM 4/1/2023) 4.00 31.00 X 0 620158 0 CATHERINE A CALLIOTTE VP, SALES AND MARKETING 40.00 0.00 X 128908 0 19257 KRISTEN L MCMULLEN VP, OPERATIONS 40.00 0.00 X 111563 0 27657 ANDREA S YEPSEN VP, EDUCATION 40.00 0.00 X 118588 0 12084 359059 620158 58998 3 0 1 0 MARCUM LLP 1899 L STREET NW SUITE DC 20036 ACCOUNTING 395659 VIATECH PUBLISHING SOLUTIONS PO BOX 503433 SAINT LOUIS MO 63150 PRINTING & FULLFILLMENT 164389 2 TUITION / COURSE FEES 611430 941076 941076 CANADIAN FEES 611430 372461 372461 ENROLLMENT FEES 611430 95705 95705 ANCILLARY FEES 611430 59613 59613 CONTINUING PROF. DEV. 611430 57870 57870 1526725 9217 9217 66412 86220 -19808 -19808 -19808 MISCELLANEOUS 900099 15512 15512 15512 1531646 1526725 0 4921 952632 952632 482529 428230 54299 25500 22631 2869 78573 69731 8842 58768 52155 6613 7819 7819 258533 258533 2712 2712 162422 132201 30221 28430 28430 12079 11117 962 53778 53778 101076 92386 8690 116746 35031 81715 5412 1318 4094 1789 1789 183393 181242 2151 14409 14409 COURSE MATER./USER FEES 56776 56776 CREDIT CARD PROC. FEES 31927 31927 SUBSCRIPTIONS AND REFER 15388 3747 11641 LOCAL BOMA SERVICES 7580 7580 1998 880 1118 2660269 2129865 530404 0 735131 577733 3910 65366 333783 196437 942108 0 5792 6238 55202 57242 897405 816094 132561 81311 560170 525105 1699570 1700632 4468227 3210064 310597 274206 134158 127212 702000 654000 838636 760262 1985391 1815680 X 2482836 1394384 2482836 1394384 4468227 3210064 -1128623 40171 0 X 0 1 X 1 0 X 495099 413788 81311 402306 402306 0 81311 INVESTMENT IN CURRICULUM 967411 DEPOSITS 21921 DEFERRED COMPENSATION INVESTMENT 105320 RIGHT OF USE ASSET 605980 1700632 DEFERRED COMPENSATION 105320 OPERATING LEASE LIABILITY 654942 760262 1687806 40171 118701 158872 1528934 2712 2712 1531646 2776258 118701 118701 2657557 2712 2712 2660269 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 BOMI DOES NOT HAVE A PERIOD OF SOLICITATION OR PERIOD OF REGISTRATION FOR STUDENTS AND, ACCORDINGLY, DOES NOT PUBLICIZE ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA. HOWEVER, BOMI DOES PUBLICIZE THE RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE, IN BROCHURES AND CATALOGS, AND OTHER WRITTEN REGISTRATION RELATED CORRESPONDENCE. SCHEDULE E, PART I, LINE 4 BOMI ACCEPTS ALL STUDENTS WHO ARE INTERESTED IN TAKING COURSES, SO WE DO NOT REQUEST NOR MAINTAIN THAT INFORMATION ON OUR STUDENT BODY. 1 BOMI CERTIFICATION INC 900 BESTGATE ROAD SUITE 206 ANNAPOLIS MD 21401 833263066 501(C)(6) 952632 0 BOMI CERTIFICATION INC. (BCI) WAS ESTABLISHED AS A 501(C)(6) TO HOUSE BOMI'S INVESTMENT IN A VENTURE (CRECI) THAT WAS CREATED AND DESIGNED TO ENCOURAGE NEW GENERATIONS OF WORKERS TO JOIN THE PROPERTY AND FACILITY MANAGEMENT PROFESSIONS AND ENGAGE IN CAREER ADVANCEMENT THROUGH EARLY CAREER CERTIFICATIONS. BCI HELD BOMA'S INTEREST IN THE VENTURE, WHICH WAS CO-OWNED BY BOMA. BOMI'S MISSION IS TO IMPROVE THE SKILLS OF PROFESSIONALS WITH PROPERTY, FACILITIES, AND SYSTEMS RESPONSIBILITIES. DESPITE SUPPORTING THE DEVELOPMENT AND PROMOTION OF AN EARLY CAREER CERTIFICATION, THE CERTIFIED MANAGER OF COMMERCIAL PROPERTIES (CMCP), DEVELOPED BY THE VENTURE WITH CORPORATE REAL ESTATE EDUCATION AND TRAINING PROFESSIONALS, THE CMCP DID NOT FIND A VIABLE MARKETPLACE. AS A RESULT, THE BCI WAS DISSOLVED JUNE 13, 2024, IN MARYLAND. AS A RESULT OF THE DISSOLUTION, BOMI IS SHOWING AN EXPENSE ON ITS 990 BASED ON ITS DECISION TO FORGIVE A NOTE PAYABLE TO BCI DUE TO THE VENTURE'S INSOLVENCY. 0 1 0 0 0 0 0 0 0 0 0 HENRY H CHAMBERLAIN-SEE SCH O PRESIDENT & CEO (FROM 4/1/2023) 0 620158 0 0 0 0 0 0 0 0 0 620158 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE CEO. ONCE THIS REVIEW IS COMPLETE, THE CEO WILL INFORM THE EXECUTIVE COMMITTEE THE DRAFT IS AVAILABLE FOR THEIR REVIEW AND THE RETURN WILL BE MADE AVAILABLE FOR THE BOARD OF TRUSTEES EXAMINATION. FORM 990, PART VI, SECTION B, LINE 12C BOMI HAS A CONFLICT OF INTEREST POLICY IN PLACE FOR BOARD MEMBERS AND LEADERSHIP TEAM MEMBERS THAT IS ATTESTED TO ON AN ANNUAL BASIS. THE POLICY IS REFERENCED IN BOMI'S EMPLOYEE HANDBOOK AND BOARD OF TRUSTEES MANUAL. IF A POTENTIAL CONFLICT OF INTEREST WERE TO ARISE DURING THE YEAR, IT WOULD BE ADDRESSED BY THE PRESIDENT/CEO AND THE EXECUTIVE COMMITTEE OF THE BOARD. IF THE SITUATION INVOLVED AN EXECUTIVE COMMITTEE MEMBER, BOMI WOULD INVOLVE THE GOVERNANCE COMMITTEE AND/OR THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE (E.C.) OF THE BOARD OF TRUSTEES MEETS WITH THE PRESIDENT AND CEO AT LEAST MONTHLY AND, FOLLOWING EACH MEETING, THE E.C. MEETS IN CLOSED SESSION. AT LEAST ONCE ANNUALLY, THE E.C. REVIEWS THE PERFORMANCE OF THE CEO AND THE ORGANIZATION. THIS MEETING GENERALLY TAKES PLACE DURING BUDGET DISCUSSIONS. AT THAT MEETING, THE E.C. DETERMINES THE SALARY LEVEL OF THE CEO FOR THE COMING YEAR. THIS PROCESS MOST RECENTLY TOOK PLACE IN OCTOBER 2021. THE PRESIDENT & CEO'S SALARY LEVEL IS DETERMINED BY THE E.C., BASED ON DATA IT BELIEVES IS SUFFICIENT TO SUBSTANTIATE IT. THIS MAY INCLUDE INDEPENDENT SALARY STUDIES OR DATA FROM SALARY SURVEYS. FOR THE LEADERSHIP TEAM (L.T.), PERFORMANCE REVIEWS ARE COMPLETED ANNUALLY AND SALARY LEVELS ARE SET ACCORDINGLY. THE PRESIDENT & CEO SIGNS OFF ON ALL L.T. SALARIES. THE BOARD OF TRUSTEES APPROVES AN OVERALL BUDGET, WHICH INCLUDES A POOL FOR SALARY INCREASES. ON OCCASION, BOMI CONDUCTS AN EXTERNAL SALARY REVIEW TO COMPARE SALARIES TO OTHER NOT-FOR-PROFIT COMPANIES OF SIMILAR SIZE. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A - CEO COMPENSATION: BUILDING OWNERS AND MANAGERS INSTITUTE AND BOMA EXECUTED A SHARED SERVICE AGREEMENT EFFECTIVE SEPTEMBER 8, 2023. THE SHARED SERVICES INCLUDE PROGRAM, ADMINISTRATIVE, MANAGEMENT AND OPERATING SUPPORT, SHARED STAFF, INCLUDING BOMA PRESIDENT AND COO SERVICE AS THE CEO OF BUILDING OWNERS AND MANAGERS INSTITUTE. BOMA'S PRESIDENT/COO SERVICES TO BOMI ARE IN-KIND SERVICES TO BOMI. OTHER SHARED STAFF TIME BETWEEN ENTITIES FOR SERVICES PROVIDED ARE ITEMIZED AND REIMBURSED ON A QUARTERLY BASIS. BOMI CERTIFICATION INC 900 BESTGATE ROAD SUITE 206 ANNAPOLIS MD 21401 833263066 CONDUCTING CERTIFICATION PROGRAMS FOR COMMERCIAL BUILDING OWNERS & MANAGERS MD 501(C)(6) N/A N/A 0 BOMA INTERNATIONAL 1101 15TH STREET NW 800 WASHINGTON DC 20005 361520580 EDUCATIONAL, LEGISLATIVE/REGULATORY AFFAIRS, RESEARCH FOR MEMBERS MD 501(C)(6) N/A N/A 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 BOMI CERTIFICATION INC B 952632 ACTUAL BOMA INTERNATIONAL E 500000 ACTUAL BOMA INTERNATIONAL L 32832 ACTUAL BOMA INTERNATIONAL R 6775 ACTUAL BOMA INTERNATIONAL O 2421 ACTUAL