2018-05-11T08:15:56-05:00 2017-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS RD SUITE 1500 RALEIGH NC 27609 990 2017-01-01 251202166 NAIOP INC NAIO 7039047100 2355 DULLES CORNER BLVD NO 750 HERNDON VA 20171 ELIZABETH GREENE VICE PRESIDENT OF FINANCE 7039047100 2018-05-10 1 JOHN HUSKINS P01081531 9197196400 2018-05-11 2017 2022-09-23 18:48:47Z X THOMAS J BISACQUINO 2355 DULLES CORNER BLVD NO 750 HERNDON VA 20171 18955882 0 X WWW.NAIOP.ORG X 1967 DE WE PROVIDE A FORUM FOR LEADING COMMERCIAL REAL ESTATE INDUSTRY EDUCATION, GOVERNMENT AFFAIRS REPRESENTATION, NETWORKING, AND BUSINESS DEVELOPMENT. 76 76 37 235 426761 -1000 0 20000 9533191 10213890 366922 491551 77088 80887 9977201 10806328 0 2000 0 0 4902713 5490339 0 0 0 4094986 4774329 8997699 10266668 979502 539660 14434970 17322986 6092336 8133473 8342634 9189513 X NAIOP, INC. IS THE LEADING ORGANIZATION FOR DEVELOPERS, OWNERS AND RELATED PROFESSIONALS IN OFFICE, INDUSTRIAL, AND MIXED-USE REAL ESTATE. NAIOP, INC. PROVIDES UNPARALLELED INDUSTRY NETWORKING AND EDUCATION, AND ADVOCATES FOR EFFECTIVE LEGISLATION ON BEHALF OF OUR MEMBERS. NAIOP, INC. ADVANCES RESPONSIBLE SUSTAINABLE DEVELOPMENT THAT CREATES JOBS AND BENEFITS THE COMMUNITIES IN WHICH OUR MEMBERS WORK AND LIVE. 0 0 EDUCATION: THE EDUCATION PROGRAM CONTINUED ITS MISSION TO PROVIDE LEARNING OPPORTUNITIES TO THE COMMERCIAL REAL ESTATE INDUSTRY. NUMEROUS COURSES ARE AVAILABLE IN THE CURRICULUM THAT ARE OFFERED BOTH ONLINE AND ON-SITE. ONLINE COURSES ARE OFFERED IN BOTH ON-DEMAND AND LIVE FORMATS. THE CHAPTER OFFERINGS UNDER THE CONTINUING EDUCATION PROGRAM BRAND CONTAIN COURSES THAT ARE DESIGNED EXCLUSIVELY FOR LOCAL CHAPTER PRESENTATION. THE OFFERING OF INDUSTRY CONFERENCES IS ALSO AN INTEGRAL PART OF OUR MISSION. THE DEVELOPMENT CONFERENCE, TWO INDUSTRIAL CONFERENCES, AN OFFICE CONFERENCE AND THE FORUMS SYMPOSIUM ARE ANNUAL EVENTS AND WERE PRESENTED THIS YEAR. MEMBERSHIP: MEMBERSHIP AS OF 12/31/17, NAIOP HAD 19,459 MEMBERS IN 51 CHAPTERS THROUGHOUT NORTH AMERICA. EFFORTS CONTINUED TO INCREASE THE NUMBER OF YOUNG PROFESSIONALS, WOMEN AND MINORITIES INVOLVED IN THE PROFESSION OF COMMERCIAL REAL ESTATE. THE ORGANIZATION HOSTS AN ANNUAL LEADERSHIP RETREAT TO HELP FOSTER THE LEADERSHIP SKILLS OF VOLUNTEERS THROUGHOUT THE CHAPTER NETWORK. LEGISLATIVE: OUR GOVERNMENT AFFAIRS EFFORTS ARE FOCUSED ON ENSURING A PUBLIC POLICY ENVIRONMENT SUPPORTIVE OF THE COMMERCIAL REAL ESTATE INDUSTRY, BOTH AT THE FEDERAL LEVEL AND THE STATE AND LOCAL LEVELS. NAIOP WORKED WITH ITS LOCAL CHAPTERS TO INCREASE AWARENESS AMONG ITS MEMBERS OF LEGISLATIVE AND REGULATORY CHALLENGES FACING THE INDUSTRY, AND TO ENHANCE THE ASSOCIATION'S GRASSROOTS CAPABILITIES. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 25 0 1 37 1 1 1 0 0 0 0 0 X 76 76 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X ELIZABETH GREENE 7039047100 2355 DULLES CORNER BLVD SUITE 750 HERNDON VA 20171 KATIE BARTHMAIER MEMBER 1.00 X 0 0 0 JODY WALKER BELSICK MEMBER 1.00 X 0 0 0 BRIAN S BENNINGHOFF MEMBER 1.00 X 0 0 0 KATE NOLAN BRYDEN MEMBER 1.00 X 0 0 0 MARTY BUSEKRUS MEMBER 1.00 X 0 0 0 ERIC CASTLE MEMBER 1.00 X 0 0 0 COLIN J CLISH MEMBER 1.00 X 0 0 0 MEGAN CREECY-HERMAN MEMBER 1.00 X 0 0 0 DALE R DEKKER MEMBER 1.00 X 0 0 0 DOMENIC P DOZZI MEMBER 1.00 X 0 0 0 TOM FRITSCH MEMBER 1.00 X 0 0 0 JERRY GRANT MEMBER 1.00 X 0 0 0 RICK GUILD MEMBER 1.00 X 0 0 0 ERIC GUSTAFSON MEMBER 1.00 X 0 0 0 ALLISON POST HARRIS MEMBER 1.00 X 0 0 0 DONALD HARRISON MEMBER 1.00 X 0 0 0 JEFF HAYNES MEMBER 1.00 X 0 0 0 RALPH HEINS MEMBER 1.00 3.00 X 0 0 0 ERIC HEPFER MEMBER 1.00 X 0 0 0 WILLIAM HOLLETT MEMBER 1.00 X 0 0 0 DEREK HULSE MEMBER 1.00 X 0 0 0 ROBERT JACKSON MEMBER 1.00 X 0 0 0 BRIAN JAUNTIG MEMBER 1.00 X 0 0 0 C MICHAEL JOHNSTON MEMBER 1.00 X 0 0 0 JEAN KANE MEMBER 1.00 1.00 X 0 0 0 DOUGLAS L LANDRY MEMBER 1.00 X 0 0 0 WILLIAM D LAWRENCE MEMBER 1.00 X 0 0 0 MARK G LEVY MEMBER 1.00 X 0 0 0 MIA MARSHALL MEMBER 1.00 X 0 0 0 STEVEN D MARTIN MEMBER 1.00 X 0 0 0 JOHN WILSON MCDOWELL III MEMBER 1.00 X 0 0 0 THOMAS MCGEACHY MEMBER 1.00 X 0 0 0 EDWARD J MCGOVERN MEMBER 1.00 X 0 0 0 JOSEPH MCNEILL III MEMBER 1.00 X 0 0 0 MICHAEL J MERLE MEMBER 1.00 X 0 0 0 JAMES E MERRIFIELD MEMBER 1.00 X 0 0 0 JAMES M MULLIGAN MEMBER 1.00 X 0 0 0 MARK NORDLAND MEMBER 1.00 X 0 0 0 ERIC T OVERTON MEMBER 1.00 X 0 0 0 DANIEL PHAIR MEMBER 1.00 X 0 0 0 CARLOS PINEDA MEMBER 1.00 X 0 0 0 ANTHONY PRICCO MEMBER 1.00 X 0 0 0 JIM PROEHL MEMBER 1.00 X 0 0 0 JOHN RAMOUS MEMBER 1.00 X 0 0 0 THOMAS REGNELL MEMBER 1.00 X 0 0 0 ROCCO SANSONE MEMBER 1.00 X 0 0 0 MICHAEL G SCHEURICH MEMBER 1.00 X 0 0 0 COLE SCHNORF MEMBER 1.00 X 0 0 0 JOHN SCHWAB MEMBER 1.00 X 0 0 0 SARAH SEGAL MEMBER 1.00 X 0 0 0 MARK SELTZER MEMBER 1.00 X 0 0 0 SARAH SHANK MEMBER 1.00 X 0 0 0 ALAN C SHEPPARD JR MEMBER 1.00 X 0 0 0 KIM SNYDER MEMBER 1.00 X 0 0 0 SEAN T SPELLMAN MEMBER 1.00 X 0 0 0 SCOTT TAYLOR MEMBER 1.00 X 0 0 0 COLEMAN TEAM MEMBER 1.00 X 0 0 0 ALEX VULIC MEMBER 1.00 X 0 0 0 MICHAEL C WACHS MEMBER 1.00 X 0 0 0 STEPHANE M WANDEL MEMBER 1.00 X 0 0 0 STEWART M WANGARD MEMBER 1.00 X 0 0 0 GRETCHEN WILCOX MEMBER 1.00 X 0 0 0 JASON WOODARD MEMBER 1.00 X 0 0 0 TIMOTHY M ZULICK MEMBER 1.00 X 0 0 0 CHRIS REIBLING MEMBER FROM 2/2017 1.00 X 0 0 0 J PATRICK THORNTON MEMBER THRU 02/2017 1.00 X 0 0 0 JONATHAN TRATT CHAIRMAN 1.00 X X 0 0 0 JAMES T NEYER CHAIRMAN ELECT 1.00 X X 0 0 0 ASHLEY JOHN POWELL IMMEDIATE PAST CHAIRMAN 1.00 X X 0 0 0 DAVID WARD TREASURER 1.00 X X 0 0 0 MOLLY RYAN CARSON VICE CHAIR NAIOP-PAC 1.00 X X 0 0 0 GREGORY P FULLER VICE CHAIR EDUCATION 1.00 X X 0 0 0 LARRY A LANCE VICE CHAIR GOVERNMENT AFFAIRS 1.00 X X 0 0 0 JEFFREY J MILANAIK VICE CHAIR NATIONAL FORUMS 1.00 X X 0 0 0 JON C NAPPER VICE CHAIR BUSINESS DEVELOPMENT 1.00 X X 0 0 0 GEORGE D SOWA VICE CHAIR MEMBERSHIP & CHAPTER RELATIONS 1.00 X X 0 0 0 EVA B STEVENS VICE CHAIR EDITORIAL BOARD AND SECRETARY 1.00 X X 0 0 0 THOMAS BISACQUINO PRESIDENT AND CEO 40.00 1.00 X 687168 0 261781 MARC SELVITELLI SENIOR VICE PRESIDENT FROM 2/2017 40.00 1.00 X 183194 0 44841 WENDY MANN GUTTMAN SENIOR VICE PRESIDENT THRU 1/2017 40.00 1.00 X 49920 0 25 ELIZABETH R GREENE VICE PRESIDENT OF FINANCE 40.00 X 182232 0 75402 AQUILES SUAREZ VP GOVERNMENT AFFAIRS 40.00 X 299393 0 93304 CHRISTOPHER WARE VP BUSINESS DEVELOPMENT 40.00 X 182439 0 41353 MARGARITA FOSTER VP KNOWLEDGE AND RESEARCH 40.00 X 174803 0 77313 JOHN BURKE SENIOR DIRECTOR OF SATE AND LOCAL AFFAIRS 40.00 X 159012 0 36952 KATHRYN HAMILTON VP MARKETING AND COMMUNICATIONS 40.00 X 158910 0 69294 2077071 0 700265 12 0 1 0 HYATT REGENCY CHICAGO 151 UPPER WACKER DR CHICAGO IL 60601 CONFERENCE SPACE 583987 C-CON INC 7679 LIMESTON DR SUITE 135 GAINEVILLE VA 20155 CONSTRUCTION CONTRACTOR 521513 MARRIOTT BUSINESS SERVICES 10400 FERNWOOD RD BETHESDA MD 20817 CONFERENCE SPACE 369241 PROTECH ASSOCIATES INC 5457 TWIN KNOLLS RD 400 COLUMBIA MD 21045 DATABASE & SOFTWARE 205093 CAPITAL HILTON 1001 16TH ST NW WASHINGTON DC 20036 CONFERENCE SPACE 165897 9 20000 20000 MEMBERSHIP DUES 900099 5912453 5912453 ANNUAL CONFERENCE 900099 1351939 671565 680374 REGIONAL AND FOCUS SEMINARS 900099 1303663 708915 594748 PERIODICAL 511190 621507 319066 302441 FORUM SYMPOSIUM 900099 390255 340255 50000 634073 516300 117773 10213890 285636 285636 8355469 8139386 10168 216083 -10168 205915 205915 ADMINISTRATIVE REVENUE 900099 74340 74340 JOB BANK 900099 6547 6547 80887 10806328 8468554 426761 1891013 2000 1239683 3408982 226514 338433 276727 32822 40597 32986 150333 170978 715634 381817 345428 303929 2140970 113256 37566 CHAPTER DEVELOPMENT 152436 DUES AND SUBSCRIPTIONS 61213 PROFESSIONAL DEVELOPMEN 40630 POLITICAL CAMPAIGN 24000 29734 10266668 400 400 4766242 4796834 177766 137498 363974 473254 2387136 1425960 120522 961176 9001453 10927569 4613 26255 14434970 17322986 862785 2246040 4388583 4426176 840968 1461257 6092336 8133473 X 8220774 9066578 121860 122935 8342634 9189513 14434970 17322986 539660 307219 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8065 0 24000 24000 1 NAIOP PAC 2201 COOPERATIVE WAY SUITE 300 HERNDON VA 20171 311794841 27904 0 0 1 5912453 1102610 -197661 904949 1058329 -153380 652939 14839 638100 1734197 1411121 323076 961176 DUE TO CHAPTERS 710744 DEFERRED RENT 642469 DUE TO RELATED PARTY 108044 1461257 X PART X, LINE 2: THE ORGANIZATION HAS EVALUATED THEIR TAX POSITIONS AND DETERMINED THAT THEIR POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. X X X X X 0 0 0 THOMAS BISACQUINO PRESIDENT AND CEO 480000 0 205584 0 1584 0 237200 0 24581 0 948949 0 174800 0 MARC SELVITELLI SENIOR VICE PRESIDENT FROM 2/2017 182627 0 0 0 567 0 34699 0 10142 0 228035 0 0 0 ELIZABETH R GREENE VICE PRESIDENT OF FINANCE 152000 0 29200 0 1032 0 42800 0 32602 0 257634 0 29200 0 AQUILES SUAREZ VP GOVERNMENT AFFAIRS 260000 0 38404 0 989 0 57600 0 35704 0 392697 0 36300 0 CHRISTOPHER WARE VP BUSINESS DEVELOPMENT 165419 0 16870 0 150 0 29056 0 12297 0 223792 0 16870 0 MARGARITA FOSTER VP KNOWLEDGE AND RESEARCH 150000 0 24251 0 552 0 41535 0 35778 0 252116 0 24251 0 JOHN BURKE SENIOR DIRECTOR OF SATE AND LOCAL AF 144560 0 13900 0 552 0 26655 0 10297 0 195964 0 0 0 KATHRYN HAMILTON VP MARKETING AND COMMUNICATIONS 134160 0 24510 0 240 0 37794 0 31500 0 228204 0 24510 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PRINCIPAL, ASSOCIATE, AND AFFILIATE MEMBERS. PRINCIPAL: ANY PERSON, LEGAL OR REAL, WHOSE PRIMARY BUSINESS IS ENGAGED IN THE DEVELOPMENT, OWNERSHIP, MANAGEMENT OF, OR INVESTMENT IN COMMERCIAL REAL ESTATE, SHALL, WITHOUT DISCRIMINATION, BE ELIGIBLE FOR PRINCIPAL MEMBERSHIP IN THE ASSOCIATION. EACH PRINCIPAL MEMBER SHALL BE ENTITLED TO ONE VOTE ON THOSE MATTERS FOR WHICH HE OR SHE IS ENTITLED TO VOTE UNDER THE BY-LAWS OF THE ASSOCIATION. ASSOCIATE: ANY PERSON, LEGAL OR REAL, NOT QUALIFYING AS A PRINCIPAL MEMBER SHALL BE ELIGIBLE FOR ASSOCIATE MEMBERSHIP IN THE ASSOCIATION. ASSOCIATE MEMBERS SHALL NOT BE ELIGIBLE TO SERVE AS OFFICERS OR DIRECTORS OR TO VOTE AT REGULAR OR SPECIAL MEETINGS OF THE ASSOCIATION. ASSOCIATE MEMBERS MAY ACT AS VOTING MEMBERS OF ANY REGULAR, SPECIAL OR STANDING COMMITTEE, AND THEY MAY SERVE IN APPOINTED POSITIONS AT THE PLEASURE OF THE CHAIRMAN OF THE BOARD OF THE ASSOCIATION. AFFILIATE: ANY PERSON EMPLOYED BY A PRINCIPAL MEMBER OR ASSOCIATE MEMBER MAY BE DESIGNATED BY SUCH PRINCIPAL OR ASSOCIATE MEMBER TO BECOME AN AFFILIATE MEMBER OF THE ASSOCIATION. AFFILIATE MEMBERS MAY SERVE AS OFFICERS OR DIRECTORS OF THE ASSOCIATION. AFFILIATE MEMBERS MAY SERVE AS CHAPTER OFFICERS; ACT AS MEMBERS OF ANY REGULAR, SPECIAL OR STANDING COMMITTEE; AND MAY SERVE IN APPOINTED POSITIONS AT THE PLEASURE OF THE CHAIRMAN OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A ALL OF THE OFFICERS SHALL BE ELECTED BY THE PRINCIPAL MEMBERS OF THE ASSOCIATION AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B UPON PROPOSAL BY THE BOARD OF DIRECTORS, THESE BY-LAWS MAY BE AMENDED, REPEALED, OR ALTERED, IN WHOLE OR IN PART, (A) BY A MAJORITY VOTE OF THE DELEGATES OF THE PRINCIPAL MEMBERS PRESENT, IN PERSON OR BY PROXY, AT ANY MEETING OF THE ASSOCIATION; PROVIDED, THAT A COPY OF ANY AMENDMENT PROPOSED FOR CONSIDERATION SHALL BE MAILED OR SENT BY ELECTRONIC BALLOT TO THE LAST RECORDED ADDRESS OF THE DELEGATE OF EACH PRINCIPAL MEMBER OF THE ASSOCIATION AT LEAST THIRTY (30) DAYS PRIOR TO THE DATE OF THE MEETING; OR (B) BY APPROVAL OF THE DELEGATES OF THE PRINCIPAL MEMBERS THROUGH MAIL VOTE OR ELECTRONIC BALLOT IN ACCORDANCE WITH THE PROVISIONS OF ARTICLE X, SECTION 8. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD, EXECUTIVE COMMITTEE, & SENIOR STAFF ARE REQUIRE TO ANNUALLY COMPLETE A CONFLICT OF INTEREST/DISCLOSURE STATEMENT. WHEN A COVERED PERSON HAS A CONFLICT, THE FOLLOWING STEPS WILL BE TAKEN: IF THE CONFLICT INVOLVES A BOARD MEMBER OR COMMITTEE MEMBER, THE PRESIDENT SHALL MAKE A RECOMMENDED DISPOSITION TO THE BOARD. IF THE CONFLICT INVOLVES A STAFF MEMBER, THE PRESIDENT SHALL HAVE THE AUTHORITY TO DECIDE UPON APPROPRIATE DISPOSITION. THE RECOMMENDED DISPOSITION MAY CONSIST OF ONE OF THE FOLLOWING: 1) SIMPLE DISCLOSURE WHERE THE BOARD OR ASSOCIATION'S AWARENESS OF THE DISCLOSURE IS SUFFICIENT TO CORRECT ANY BIAS; 2) RECUSAL DURING ANY REPORTING, DISCUSSION OR DECISION-MAKING REGARDING AN IMPORTANT POLICY OR PROGRAM WHEN THE CONFLICT AFFECTS THAT POLICY OR PROGRAM; OR 3) RESIGNATION WHEN THE CONFLICT RELATES TO A CONTINUING, PERVASIVE AND IMPORTANT BOARD, COMMITTEE, OR ASSOCIATION FUNCTION THAT CANNOT BE ISOLATED ON AN AGENDA SO AS TO PERMIT RECUSAL. FORM 990, PART VI, SECTION B, LINE 15 SALARY SURVEYS ARE OBTAINED AND COMPENSATION FOR THE PRESIDENT IS DETERMINED BY AN INDEPENDENT COMPENSATION COMMITTEE. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES IS ALSO BASED ON SALARY SURVEYS. SALARY SCHEDULES FOR ALL STAFF ARE COMPLETED BY THE PRESIDENT AND REVIEWED BY THE CHAIRMAN. THE MOST RECENT YEAR THE PROCESS TOOK PLACE WAS DECEMBER 2017. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. NAIOP RESEARCH FOUNDATION 2201 COOPERATIVE WAY HERNDON VA 20171 061583521 RESEARCH DE 501(C)(3) LINE 7 NAIOP INC 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0