THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS (EIN 53-0184820)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349313564
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T15:01:04-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 N Clark St Suite 200 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530184820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society of Industrial and Office Realtors | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 3123298200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Tax Dept 430 N Michigan Ave | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Thornburgh | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Robert | PersonFirstNm |
| Person Last | Thornburgh | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bridget T Roche | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Thornburgh | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 New York Ave NW Ste 350 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,880,399 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.SIOR.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1941 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The Society of Industrial and Office REALTORS (SIOR) of the NAR is a professional association which: A. To unite those REALTORS who are engaged in brokering or advising for compensation, the buying, selling, renting or leasing of land, factories, warehouses, research facilities, offices and other real estate used in the processes of business and industry (hereinafter "industrial and office real estate"). B. The fostering of knowledge, education, integrity, and quality workmanship in the field of industrial and office real estate. C. The exchange of information relating to industrial and office real estate. D. The identification, qualification and certification of experienced and competent industrial and office real estate professionals and publication of the qualifications of its members to those needs of the public. E. The cooperation with governmental departments, civic organizations, educational institutions, and business groups, by appropriate contact. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 425 | TotalVolunteersCnt |
| Total Gross UBI | $79,429 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $82,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $45,070 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,154,765 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,982,551 | CYProgramServiceRevenueAmt |
| PY Investment Income | $219,084 | PYInvestmentIncomeAmt |
| CY Investment Income | $629,565 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,678 | PYOtherRevenueAmt |
| CY Other Revenue | $18,961 | CYOtherRevenueAmt |
| PY Total Revenue | $5,476,527 | PYTotalRevenueAmt |
| CY Total Revenue | $6,676,147 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,716,612 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,912,290 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,291,432 | PYOtherExpensesAmt |
| CY Other Expenses | $4,174,654 | CYOtherExpensesAmt |
| PY Total Expenses | $6,013,044 | PYTotalExpensesAmt |
| CY Total Expenses | $7,092,944 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$536,517 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$416,797 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,343,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,857,088 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,437,411 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,853,988 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,906,038 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,003,100 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Society of Industrial and Office REALTORS (SIOR) of the National Association of REALTORS is a professional association which maintains a designated certifying expertise in industrial and office real estate brokerage. The organization provides education at its two annual conferences and provides a Code of Ethics to which its members subscribe. SIOR has a total of 3,400 members along with a city and county presence of 686 cities in 38 countries. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | SIOR'S TWO SEMI-ANNUAL CONFERENCES PROVIDE ATTENDEES WITH OUTSTANDING EDUCATIONAL PROGRAMMING AND VALUABLE NETWORKING OPPORTUNITIES. EDUCATIONAL SESSION INSTRUCTORS COMMUNICATE CURRENT MARKET DATA AND CUTTING EDGE INDUSTRY PRACTICES ENABLING SIOR MEMBERS TO REMAIN LEADERS IN COMMERCIAL REAL ESTATE. IN ADDITION, SIOR SEEKS STATE APPROVAL FOR EDUCATIONAL SESSIONS, SO THAT ATTENDEES RECEIVE CONTINUING EDUCATION CREDIT TOWARD STATE REAL ESTATE LICENSE RENEWALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SIOR IDENTIFIES AND CERTIFIES FULLY QUALIFIED EXPERTS IN INDUSTRIAL AND OFFICE REAL ESTATE WITH THE SIOR DESIGNATION. TO QUALIFY FOR THE SIOR DESIGNATION, INDIVIDUALS MUST MEET SPECIFIED EDUCATIONAL AND VOLUME-OF-BUSINESS REQUIREMENTS, AND ADHERE TO A STRICT CODE OF ETHICAL STANDARDS IN ACCORDANCE WITH SIOR'S CODE OF ETHICAL PRINCIPLES AND STANDARDS OF PROFESSIONAL PRACTICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRODUCTION OF PROFESSIONAL REPORT, THE OFFICIAL QUARTERLY MAGAZINE OF SIOR. THE MAGAZINE PROVIDES EDUCATIONAL ARTICLES, INDUSTRY TRENDS, AND MEMBER NEWS FOR DISSEMINATION TO SIOR MEMBERS AND THE BROADER COMMERCIAL REAL ESTATE COMMUNITY. ALSO, SIOR PROVIDES A "MEMBER FIND A MEMBER" SERVICE VIA THEIR WEBSITE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Thornburgh | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024498204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 New York Ave NW Ste 350 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Cathy Jones | |||||||||
| Treasurer | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mark Duclos | |||||||||
| President | 2.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Patricia Loveall | |||||||||
| Vice President | 0.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Patrick Sentner | |||||||||
| President-Elect | 0.8 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert Thornburgh | |||||||||
| CEO | 37.5 | 0 | Yes (X) | Yes (X) | $538,648 | $0 | $50,940 | ||
| Craig Meyer | |||||||||
| Past President Representative | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David Schiller | |||||||||
| Speaker, Chapter Leadership Council | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Dennis Hennessy | |||||||||
| Member - At Large | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Felix Tejada | |||||||||
| Member - At Large | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Frederic Schneider | |||||||||
| Member - At Large | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gabriel Silverstein | |||||||||
| Member - At Large | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Long | |||||||||
| Member - At Large | 0.8 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Nim Frazer | |||||||||
| Member - At Large | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Taber Thill | |||||||||
| Member - At Large | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Terry Smith | |||||||||
| Operations Director | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Brandon Hensley | |||||||||
| COO (BEG DATE 7/6/2021) | 37.5 | 0 | Yes (X) | $140,106 | $0 | $30,247 | |||
| KARIN FENDRICH | |||||||||
| CHIEF FINANCIAL OFFICER | 37.5 | 0 | Yes (X) | $47,410 | $0 | $23,759 | |||
| Robert Hammond | |||||||||
| COO | 37.5 | 0 | Yes (X) | $75,033 | $0 | $25,692 | |||
| Elizabeth Koenst | |||||||||
| VP, Programs | 37.5 | 0 | $153,664 | $0 | $31,196 | Yes (X) | |||
| Jennifer Johnson | |||||||||
| VP, Marketing and Communications | 37.5 | 0 | $198,024 | $0 | $34,301 | Yes (X) | |||
| John Manganiello | |||||||||
| SVP, Business Development | 37.5 | 0 | $166,395 | $0 | $32,088 | Yes (X) | |||
| Michael Roberts | |||||||||
| Director, Information Technology | 37.5 | 0 | $150,853 | $0 | $31,000 | Yes (X) | |||
| Alexis Fermanis | |||||||||
| Director, Communications | 37.5 | 0 | $131,929 | $0 | $29,675 | Yes (X) | |||
| Virginia Antevil | |||||||||
| Director, Administration & Professional Standards | 37.5 | 0 | $111,312 | $0 | $28,232 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,713,374 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $317,130 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Marcum LLP | |||||
| 1899 L St NW 850 | Washington | DC | 20036 | Accounting and IT Services | $323,958 |
| Staging Solutions | |||||
| 2014 Lou Ellen Lane | Houston | TX | 77018 | Production Management | $310,250 |
| Vitamin Inc | |||||
| 720 Light Street | Baltimore | MD | 21230 | Marketing Services | $291,478 |
| WASHINGTON SPEAKERS BUREAU | |||||
| 1663 PRINCE STREET | ALEXANDRIA | VA | 22314 | SPEAKER FEES | $268,795 |
| MDG | |||||
| 2445 5th Ave Suite 450 | San Diego | CA | 92101 | Digital Campaign | $194,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $45,070 | RelatedOrganizationsAmt |
| Total Contributions | $45,070 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| MEMBERSHIP DUES AND FEES | 900099 | $4,236,755 | $4,236,755 | ||
| CONVENTIONS AND CONFERENCES | 900004 | $1,433,900 | $861,900 | $572,000 | |
| ADVERTISING AND SUBSCRIPTIONS | 541800 | $110,381 | $30,952 | $79,429 | |
| EDUCATION COURSES & MTGS | 900099 | $201,515 | $201,515 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,982,551 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,506 | TotalRevenueColumnAmt |
| Exclusion | $152,506 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,612 | TotalRevenueColumnAmt |
| Exclusion | $3,612 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,674,093 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,197,034 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $477,059 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $477,059 | TotalRevenueColumnAmt |
| Exclusion | $477,059 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $8,085 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $7,218 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $867 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $867 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,482 | TotalRevenueColumnAmt |
| Exclusion | $14,482 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,482 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,676,147 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,331,989 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $79,429 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,219,659 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,658,184 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $938,935 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,677 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,699 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,795 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,143 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,460 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,467 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,127 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,460 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,046 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,271 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,616 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,433 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,095,994 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,881 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Training and Seminars | $15,181 |
| Income Taxes and Fees | $8,259 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,316 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,092,944 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,134,477 | BOYAmt |
| EOY | $395,902 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285,734 | BOYAmt |
| EOY | $2,189,071 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,526 | BOYAmt |
| EOY | $249,510 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,741 | BOYAmt |
| EOY | $14,871 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,511 | BOYAmt |
| EOY | $445,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,158,821 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,000,711 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,820 | BOYAmt |
| EOY | $158,110 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,251,640 | BOYAmt |
| EOY | $12,382,505 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $21,411 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,343,449 | BOYAmt |
| EOY | $15,857,088 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,665 | BOYAmt |
| EOY | $770,291 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,664,325 | BOYAmt |
| EOY | $2,486,525 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,421 | BOYAmt |
| EOY | $597,172 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,437,411 | BOYAmt |
| EOY | $3,853,988 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,906,038 | BOYAmt |
| EOY | $12,003,100 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,906,038 | BOYAmt |
| EOY | $12,003,100 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,343,449 | BOYAmt |
| EOY | $15,857,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$416,797 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,513,859 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $5,000 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $0 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $0 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (true) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part I-A, Line 1 Description of Political Activities | FormAndLineReferenceDesc |
| Explanation | Contribution to National Association of REALTOR Corporate Ally Program. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $238,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $194,995 | DepreciationAmt |
| Book Value | $43,096 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $920,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $805,716 | DepreciationAmt |
| Book Value | $115,014 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $158,110 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFFERED RENT AND TENANT ALLOWANCE | $244,475 |
| CARES Act Loan | $352,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $597,172 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,256,258 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,513,859 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $115,719 | OtherRevenueAmt |
| Revenue Not Reported | $1,629,578 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,626,680 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,467 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $49,467 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,676,147 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,159,196 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $115,719 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $115,719 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,043,477 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,467 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $49,467 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,092,944 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | SIOR is generally exempt from federal income taxes under the provisions of Section 501(c)(6) of the Internal Revenue Code, except on net income from activities unrelated to its exempt purpose such as advertising revenue. SIOR follows the accounting standard regarding the recognition and measurement of uncertain tax provisions. SIOR evaluated its tax positions and determined that its tax positions are more-likely-than-not to be sustained on examination. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | EMPLOYEE RETENTION CREDIT - 115719 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | EMPLOYEE RETENTION CREDIT - 115719 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Recruitment and Member Meetings | SpecificServicesProvidedTxt |
| Region Total Expenditures | $160,485 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $160,485 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $160,485 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert Thornburgh | ||||||||||||||
| CEO | $538,359 | $0 | $0 | $0 | $289 | $0 | $30,500 | $0 | $20,440 | $0 | $589,588 | $0 | $0 | $0 |
| Brandon Hensley | ||||||||||||||
| COO (BEG DATE 7/6/2021) | $115,949 | $0 | $24,000 | $0 | $157 | $0 | $9,807 | $0 | $20,440 | $0 | $170,353 | $0 | $0 | $0 |
| KARIN FENDRICH | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $47,410 | $0 | $0 | $0 | $0 | $0 | $3,319 | $0 | $20,440 | $0 | $71,169 | $0 | $0 | $0 |
| Michael Roberts | ||||||||||||||
| Director, Information Technology | $140,622 | $0 | $10,000 | $0 | $231 | $0 | $10,560 | $0 | $20,440 | $0 | $181,853 | $0 | $0 | $0 |
| Elizabeth Koenst | ||||||||||||||
| VP, Programs | $142,465 | $0 | $11,000 | $0 | $199 | $0 | $10,756 | $0 | $20,440 | $0 | $184,860 | $0 | $0 | $0 |
| John Manganiello | ||||||||||||||
| SVP, Business Development | $148,836 | $0 | $16,022 | $0 | $1,537 | $0 | $11,648 | $0 | $20,440 | $0 | $198,483 | $0 | $0 | $0 |
| Jennifer Johnson | ||||||||||||||
| VP, Marketing and Communications | $187,461 | $0 | $10,000 | $0 | $563 | $0 | $13,861 | $0 | $20,440 | $0 | $232,325 | $0 | $0 | $0 |
| Alexis Fermanis | ||||||||||||||
| Director, Communications | $121,757 | $0 | $10,000 | $0 | $172 | $0 | $9,235 | $0 | $20,440 | $0 | $161,604 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a Travel for companions | FormAndLineReferenceDesc |
| Explanation | SPOUSAL TRAVEL TO THE SPRING AND FALL CONFERENCES IS ALLOWED FOR 6 MEMBERS OF THE GOVERNANCE COMMITTEE IF IT IS DETERMINED THAT THEIR ATTENDANCE IS NEEDED FOR BUSINESS PURPOSES. REIMBURSEMENTS FOR SPOUSAL TRAVEL ARE REPORTED AS TAXABLE INCOME TO THE MEMBER AS APPROPRIATE. SPOUSAL TRAVEL FOR THE CEO IS REPORTED ON THE CEO'S FORM W2. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6 7A - ORGANIZATION MEMBERS | SIOR'S MEMBERS DO NOT POSSESS THE KINDS OF RIGHTS OUTLINED IN PART VI, LINE 6 OF THE 990 INSTRUCTIONS. AS SUCH, THE ORGANIZATION HAS CHECKED "NO" TO THE QUESTIONS ON LINES 6 and 7A. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | As provided in Article VII, Section 1 of the By-Laws, SIOR shall have a governance committee that has broad authority to act on behalf of the governing body in emergency situations when assembling the board may not be practical. Chaired by the SIOR President, the governance committee shall include the president-elect, vice president, immediate past president, the operations director, and the treasurer ex officio. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | As provided in Article XVI, Section 1 of the By-Laws, the board of directors of the National Association of Relators must approve any amendments to the SIOR By-Laws before they become effective. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 will be reviewed in detail by the SIOR CEO, Treasurer and Governance Committee. In addition, the Treasurer will report the results to the Board of Directors (BOD) at the next Board of Directors meeting. |
| Form 990, Part VI, Line 12c Conflict of interest policy | On an annual basis, the Board of Directors receive a copy of the Conflict of Interest Policy, and are asked to sign an acknowledgement concerning reporting of potential conflicts of interest. Board members are required to disclose any potential conflicts of interest to the Chairman of the Board immediately. Board members must refrain from voting on any such transactions where there is a potential conflict, participating in deliberations concerning it, or using personal influence in any way involving the matter. In addition, officers, directors, and key employees are required to complete a conflict of interest questionnaire annually to determine if there are any required business transactions that need to be reported on the Form 990. The questionnaires are reviewed by the Office of the EVP to determine any potential conflicts of interest. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | SIOR uses the Governance Committee of the Board of Directors which consists of the President, President-Elect, Vice President, Immediate Past President, The Operations Director, and the Treasurer Ex Officio to determine compensation. Comparability data is used by this committee to help determine compensation. The committee determines the base salary, variable compensation, incentive compensation, other cash compensation and other benefits of the CEO and approved the terms of the Employment Agreement and any amendment thereto. Once the Employment Agreement for the Chief Executive Officer or any amendment thereto, is approved by the Compensation Committee, an Employment Agreement (or such amendment) shall be executed by the President on the behalf of SIOR. The last comparability study was completed in March 2019 and the most recent employment agreement was dated April 2019. Deliberations and decision-making with respect to the CEO's compensation are documented on a timely basis by the Compensation Committee. On an annual basis, the CEO has a performance evaluation which is used in part to determine any changes in pay (e.g. variable compensation, incentive compensation, cost of living and merit increases). The CEO compensation for the 2021 tax year was reviewed and approved in December 2020. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | SIOR USES AN OUTSIDE CONSULTANT TO HELP DETERMINE THE COMPENSATION PACKAGE FOR THE COO. THE SIOR CEO MAKES THE FINAL DECISION REGARDING THE FINAL COMPENSATION PACKAGE. ON AN ANNUAL BASIS, THE COO HAS A PERFORMANCE EVALUATION WHICH IS USED IN PART TO DETERMINE ANY CHANGES IN PAY (E.G. VARIABLE COMPENSATION AND MERIT INCREASES). |
| Form 990, Part VI, Line 19 Required documents available to the public | Governing documents and conflict of interest policies are posted on the SIOR website. Financial statements are available upon request as deemed appropriate by the EVP. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIOR FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVE NW STE 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520808480 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SIOR FOUNDATION | ||
| Q | $82,320 | FMV |
| SIOR FOUNDATION | ||
| C | $160,789 | BOOK VALUE |
| SIOR FOUNDATION | ||
| P | $27,487 | BOOK VALUE |