2018-10-11T23:30:41-05:00 2017-12-31 BDO USA LLP 330 N Wabash Suite 3200 CHICAGO IL 60611 990 2017-01-01 363743268 CCIM Institute % LYNN WYZKIEWICZ CCIM 3123214460 430 N MICHIGAN AVENUE Suite 700 CHICAGO IL 60611 LESLIE G CALLAHAN III Treasurer 3123214460 2018-08-15 true Jacob Cook P01240455 3128569100 2017 2022-09-23 18:48:47Z Leslie G Callahan III 430 N MICHIGAN AVENUE STE 700 CHICAGO IL 60611 14762919 false X WWW.CCIM.COM X 1969 IL THE DEVELOPMENT OF MEMBERS ENGAGED IN THE COMMERCIAL INVESTMENT REAL COMMERCIAL INVESTMENT REAL ESTATE SPECIALTY THROUGH EDUCATION PROGRAMS AND LITERATURE. 92 80 66 260 242514 0 0 12953456 13768610 196420 288255 134856 143233 13284732 14200098 0 0 0 0 4714462 4417801 0 0 0 8240329 8431908 12954791 12849709 329941 1350389 18697691 20973472 6340923 6478747 12356768 14494725 X SEE SCHEDULE O FOR MISSION STATEMENT. false false EDUCATION: THE CCIM EDUCATION PROGRAM OFFERS THE HIGHEST QUALITY EDUCATION FOR COMMERCIAL INVESTMENT REAL ESTATE PROFESSIONALS. FOR 2017, THE CCIM EDUCATION PROGRAM SERVED 10,735 STUDENTS THROUGH 462 CLASSES. DESIGNATION PROMOTION: IN ADDITION TO AWARDING THE CCIM DESIGNATION ONLY TO QUALIFIED PROFESSIONALS, THE CCIM INSTITUTE ALSO MAINTAINS AN EXTENSIVE PROGRAM TO PROMOTE THE RECOGNITION OF THE CCIM DESIGNATION AS THE LEADING AUTHORITY IN THE COMMERCIAL INVESTMENT REAL ESTATE PROFESSION. SITE TO DO BUSINESS: INTEGRATED ONLINE SERVICE FOR INSTITUTE MEMBERS OFFERING COMPREHENSIVE SITE ANALYSIS, MAPPING AND DEMOGRAPHIC DATA, AERIAL VIEWING AND PHOTOS, CUSTOMIZED BUSINESS REPORTS, TRANSACTION AND PORTFOLIO MANAGEMENT TOOLS. false false false true false false false false false true false true false true true false true false true true false false false false false false false false true false false false false false false false false false false false true true true false true 57 0 true 66 true true true false false false false false X 92 80 true false true false true true false true true false true true false true true true true true true true false X LYNN WYZKIEWICZ 3123214460 430 N MICHIGAN AVENUE CHICAGO IL 60611 X Robin Webb CCIM President 1.0 1.0 X X 50000 0 0 David Wilson CCIM President-Elect 1.0 0.0 X X 35000 0 0 Barbara M Crane CCIM First Vice President 1.0 0.0 X X 25457 0 0 Chuck C Connely IV CCIM Treasurer 1.0 0.0 X X 15000 0 0 Leslie G Callahan III CCIM Treasurer-Elect 1.0 0.0 X X 0 0 0 Paul Aase CCIM Director 1.0 0.0 X 0 0 0 William Thomas Adams CCIM Director 1.0 0.0 X 0 0 0 BK Allen CCIM Director 1.0 0.0 X 0 0 0 Michael Armanious CCIM Director 1.0 0.0 X 0 0 0 Adrian Aron Arriaga Sr CCIM Director 1.0 0.0 X 0 0 0 Bryan Atherton CCIM Director 1.0 1.0 X 0 0 0 Carmen Austin MBA CCIM Director 1.0 0.0 X 0 0 0 Jim James E Baker CCIM Director 1.0 0.0 X 0 0 0 James B Baker CCIM Director 1.0 0.0 X 0 0 0 Peter Barnett CCIM Director 1.0 0.0 X 13000 0 0 Ms Sandy Sims Benak CCIM Director 1.0 0.0 X 0 0 0 Lydia Bennett CCIM Director 1.0 0.0 X 12900 0 0 Tim S Blair CCIM Director 1.0 0.0 X 0 0 0 Eddie Blanton CCIM Director 1.0 0.0 X 0 0 0 Craig Blorstad CCIM Director 1.0 0.0 X 0 0 0 Ernest Brown IV CCIM Director 1.0 0.0 X 0 0 0 Holly Buchanan CCIM Director 1.0 0.0 X 0 0 0 D'Etta Casto-DeLeon CCIM Director 1.0 0.0 X 0 0 0 Andrew Chan CCIM Director 1.0 0.0 X 0 0 0 Daryl Allan Crotts CCIM Director 1.0 0.0 X 0 0 0 Susan Earnest CCIM Director 1.0 0.0 X 0 0 0 Martin Edwards Jr CCIM Director 1.0 0.0 X 0 0 0 Allen M Feltman CCIM Director 1.0 0.0 X 0 0 0 Joseph Fisher CCIM Director 1.0 0.0 X 41445 0 0 Glynnis Fisher Levitt CCIM Director/FRVP as proxy for RVP 1.0 0.0 X 0 0 0 John Frank Jr CCIM Director 1.0 0.0 X 0 0 0 Larry D Fransen CCIM Director 1.0 0.0 X 0 0 0 Donald F Gessen CCIM Director 1.0 0.0 X 0 0 0 Sheldon F Good CCIM Director 1.0 0.0 X 0 0 0 Eric Gorman CCIM Director 1.0 0.0 X 0 0 0 Jeff Greene CCIM Director/FRVP as proxy for RVP 1.0 0.0 X 0 0 0 Gregory Harris CCIM Director 1.0 0.0 X 0 0 0 Bruce Harvey CCIM Director 1.0 0.0 X 0 0 0 Eric Hillenbrand CCIM SCLS Director 1.0 0.0 X 11800 0 0 Mark Hinkins CCIM Director 1.0 0.0 X 0 0 0 Barbara Hokel CCIM Director 1.0 0.0 X 0 0 0 Ellen Hsu CCIM Director 1.0 0.0 X 0 0 0 Harold Huggins CCIM Director 1.0 1.0 X 0 0 0 Gary Hunter CCIM Director 1.0 0.0 X 0 0 0 Richard E Juge CCIM Director 1.0 0.0 X 7000 0 0 Leil Koch CCIM Director 1.0 0.0 X 0 0 0 Grady Kohler CCIM Director 1.0 0.0 X 0 0 0 Julio S LaGuarta CCIM Director 1.0 0.0 X 0 0 0 Karl Landreneau CCIM Director 1.0 0.0 X 0 0 0 Joseph Larkin CCIM Director 1.0 0.0 X 43916 0 0 Pius Leung CCIM Director 1.0 1.0 X 0 0 0 John C Lopez CCIM Director 1.0 0.0 X 0 0 0 Jay R Lucas CCIM Director 1.0 0.0 X 0 0 0 Paul Lynn CCIM Director 1.0 0.0 X 0 0 0 Mark Macek CCIM Director 1.0 0.0 X 0 0 0 Charlie Mack CCIM Director 1.0 0.0 X 0 0 0 Bobbie Mastracci CCIM Director 1.0 0.0 X 0 0 0 Susan B McClure CCIM Director 1.0 0.0 X 0 0 0 Charles Mac McClure CCIM Director 1.0 0.0 X 0 0 0 William Milliken Jr CCIM Director 1.0 0.0 X 0 0 0 Bobbi Miracle CCIM Director 1.0 0.0 X 0 0 0 Barbara Ann Monahan CCIM Director 1.0 0.0 X 0 0 0 Randall Moore CCIM Director 1.0 0.0 X 0 0 0 Kieyasien teya Moore CCIM Director 1.0 0.0 X 0 0 0 Steve Moreira CCIM Director 1.0 0.0 X 16500 0 0 David Morgan CCIM Director 1.0 0.0 X 0 0 0 William Moss CCIM Director 1.0 0.0 X 6708 0 0 Ron L Myles CCIM Director 1.0 0.0 X 0 0 0 Lou Nimkoff CCIM Director 1.0 0.0 X 0 0 0 Daniel Page CCIM Director 1.0 0.0 X 0 0 0 Shad Phipps CCIM Director 1.0 0.0 X 0 0 0 Mark Polon CCIM Director 1.0 0.0 X 36250 0 0 Steven R Price CCIM Director 1.0 0.0 X 5250 0 0 Gary M Ralston CCIM Director 1.0 0.0 X 0 0 0 William D Ramsbottom Sr CCIM Director 1.0 0.0 X 0 0 0 Steve Rich CCIM Director 1.0 0.0 X 0 0 0 Anita Risberg CCIM Director 1.0 0.0 X 0 0 0 Chere R Roane CCIM Director 1.0 0.0 X 0 0 0 James Robertson Jr CCIM Director 1.0 0.0 X 0 0 0 David Schnitzer CCIM Director 1.0 1.0 X 0 0 0 Michael Shelton CCIM Director 1.0 0.0 X 0 0 0 Cynthia Shelton CCIM Director 1.0 0.0 X 0 0 0 Drew Showfety CCIM Director 1.0 0.0 X 0 0 0 Frank N Simpson CCIM Director 1.0 0.0 X 0 0 0 Darbin Skeans CCIM Director 1.0 0.0 X 0 0 0 Larry J Smith CCIM Director 1.0 0.0 X 0 0 0 Barry Spizer CCIM Director 1.0 0.0 X 0 0 0 John M Stone CCIM Director 1.0 0.0 X 0 0 0 Dewey Struble CCIM Director 1.0 0.0 X 0 0 0 Mark Van Ark CCIM Director 1.0 1.0 X 98370 0 0 Ralph W Varnum CCIM Director 1.0 0.0 X 0 0 0 Evelyn Ward CCIM Director 1.0 0.0 X 0 0 0 George Brown CCIM FRVP as proxy for RVP 1.0 0.0 X 0 0 0 Robin Civish CCIM FRVP as proxy for RVP 1.0 0.0 X 0 0 0 John Hughes CCIM FRVP as proxy for RVP 1.0 0.0 X 0 0 0 Scott Lloyd CCIM FRVP as proxy for RVP 1.0 0.0 X 0 0 0 Walter Lui CCIM FRVP as proxy for RVP 1.0 0.0 X 0 0 0 Rebecca Martin CCIM FRVP as proxy for RVP 1.0 0.0 X 0 0 0 Craig Steinlicht CCIM FRVP as proxy for RVP 1.0 0.0 X 0 0 0 James Tansey CCIM FRVP as proxy for RVP 1.0 0.0 X 0 0 0 Brad Waken CCIM FRVP as proxy for RVP 1.0 0.0 X 0 0 0 Chandra Wright CCIM FRVP as proxy for RVP 1.0 0.0 X 0 0 0 Lynn Wyzkiewicz CFO 38.0 2.0 X 229197 0 31102 Gail Collins COO 40.0 0.0 X 288454 0 36226 Alexandrea Hanba Director of HR and Admin 40.0 0.0 X 103406 0 4854 Jennifer Weed VP, Education 40.0 0.0 X 103065 0 4620 1142718 0 76802 4 false true false PROFORM TECHNOLOGIES INC 7746 WEST 99TH STREET HICKORY HILLS IL 60457 PRINTING SERVICES 251734 DESIGNSHOP 4654 35TH ST ORLANDO FL 32811 BOOTH DISPLAY 168963 PERSONIFY INC PO BOX 759470 BALTIMORE MD 21275 HOSTING SERVICES 114696 SILVA BRAND LLC 100 S STATE ST 4TH FLOOR CHICAGO IL 60603 MARKETING CONSULTING 132250 HOMESTYLES MEDIA INC 451 HUNGERFORD DR SUITE 350 ROCKVILLE MD 20805 MAGAZINE SERVICES 114195 6 0 MEMBERSHIP DUES 611710 7789535 7789535 EDUCATION COURSE/MEETING 611710 5427710 5427710 CONVENTIONS 611710 302916 302916 ADVERTISING AND SUBSCRIPTIONS 611710 248449 5935 242514 13768610 172192 172192 0 0 1375 1375 0 1375 1375 678884 562821 116063 116063 116063 0 0 0 0 0 0 0 0 0 RELATED ORG ADMIN/MGMT FEES 611710 141858 141858 141858 14200098 13667954 242514 289630 0 0 0 0 1003575 0 2537255 133899 485129 257943 71980 8091 130477 27867 0 21554 165727 268311 200826 405510 0 468560 525550 0 596712 11457 0 746626 0 MEMBERSHIP COST OF GOODS SOLD 3263530 EDUCATION COST OF GOODS SOLD 1320959 MISCELLANEOUS 198171 12849709 1767495 3147301 585528 27930 0 0 374033 309402 0 0 0 0 0 0 0 0 388911 481045 8786074 5501639 3714763 3284435 7825919 9683067 0 0 4040292 4040292 0 0 750 0 18697691 20973472 2598822 2387657 0 0 3742101 3992678 0 0 0 0 0 0 0 0 0 0 0 98412 6340923 6478747 X 12356768 14494725 0 0 0 0 12356768 14494725 18697691 20973472 1350389 787568 X false true X true false false false false 7510255 27867 0 27867 75103 -47236 1945196 264045 1681151 3018509 2914053 104456 3822369 2323541 1498828 3284435 CCIM TECHNOLOGIES, INC. 4040292 C 4040292 0 DUE TO CCIM TECHNOLOGIES, INC. 98412 98412 X Part X, Line 2 The Organization follows the provisions of FASB ASC 740, "Accounting for Uncertainty of Income Taxes," which clarifies the accounting for uncertainty of income taxes. In accordance with FASB ASC 740, a tax position is recognized as a benefit only if it is more than 50% likely that it would be upheld in a tax examination. The Organization's policy is to recognize interest and penalties related to uncertain tax provisions as interest and income tax expense, respectively. As of December 31, 2017 and 2016, the Organization had no uncertain tax positions and no amounts accrued for interest or penalties. The Institute is exempt from federal income taxes on income related to its exempt purpose under Internal Revenue Code Section 501(c)(6). The Institute also has certain activities that are reported as unrelated business activity. Those activities are offset against related expenses and therefore did not result in any income tax. East Asia and the Pacific 0 3 Program Services EDUCATION & PROMOTION 50929 Europe (Including Iceland and Greenland) 0 1 Program Services EDUCATION & PROMOTION 11810 North America 0 2 Program Services EDUCATION & PROMOTION 16651 0 6 0 6 79390 79390 false false false false false false X true false X X X false false false Lynn Wyzkiewicz CFO 188828 0 40369 0 0 0 18220 0 12882 0 260299 0 0 0 Gail Collins COO 178954 0 109500 0 0 0 17970 0 18256 0 324680 0 0 0 PART I, IA THE OFFICERS OF THE INSTITUTE (PRESIDENT, PRESIDENT-ELECT & FIRST VICE-PRESIDENT) WILL ALSO BE PROVIDED WITH A FLAT ANNUAL DISCRETIONARY FUND. THIS IS $50,000 FOR THE PRESIDENT, $35,000 FOR THE PRESIDENT-ELECT AND $25,000 FOR THE FIRST VICE-PRESIDENT AND $15,000 FOR THE TREASURER. THIS CAN BE USED FOR PAYMENT OF EXPENSES INCURRED FOR INSTITUTE BUSINESS THAT ARE NOT INCLUDED IN THE INSTITUTE TRAVEL, ENTERTAINMENT AND REIMBURSABLE EXPENSE POLICY. THESE EXPENSES COULD INCLUDE SUCH ITEMS AS THE COSTS OF SPOUSE/FAMILY TRAVEL, CAR RENTAL, TRAVEL UPGRADES, ETC. THESE AMOUNTS WOULD BE REPORTABLE ON A 1099 AT YEAR END. DESCRIPTION OF ORANIZATION MISSION: CCIM INSTITUTE'S ("INSTITUTE"CCIM") MISSION IS: - TO ENHANCE THE PROFESSIONAL COMPETENCE OF THOSE ENGAGED IN THE COMMERCIAL-INVESTMENT REAL ESTATE SPECIALTY THROUGH DEVELOPMENT, PROMOTION, AND ADMINISTRATION OF EDUCATIONAL COURSES, SEMINARS, AND PUBLICATIONS. - TO ASSIMILATE INFORMATION, TECHNIQUES AND PROCEDURES RELATING TO COMMERCIAL-INVESTMENT REAL ESTATE, AND TO SHARE SUCH INFORMATION, TECHNIQUES AND PROCEDURES THROUGH THE INSTITUTE'S PROGRAMS, PRODUCTS AND SERVICES. - TO RECRUIT, TRAIN, AND ADMINISTER FACULTY AND OTHERS NECESSARY TO CARRY OUT THE EDUCATIONAL PROGRAM. - TO ESTABLISH CRITERIA FOR AWARDING THE DESIGNATION OF THE INSTITUTE AND CRITERIA FOR ADMISSION TO CANDIDACY AND PROMULGATE AND ENFORCE THE HIGHEST STANDARDS OF PRACTICE WITHIN ITS SPECIALTY. FORM 990, PART VI, SECTION A, LINE 1A Except as to actions specifically stated in these Bylaws or by law to require approval of or to be taken by the Board of Directors, the Executive Committee shall have all of the power of the Board of Directors between meetings of the Board of Directors; provided, however, that the following powers shall be expressly reserved to the Board of Directors: (a) the election, appointment or removal of any officer or committee member, other than the appointment or removal of the Executive Vice President; (b) any action with respect to which a Supermajority Vote of the Board of Directors is required pursuant to Article V, Section 9; (c) the adoption, modification or amendment of the Governing Policies; (d) any action inconsistent with the Articles of Incorporation, these Bylaws and/or the Governing Policies or any standing resolution or direction of the Board of Directors; (e) the approval or modification of the education and designation requirements for candidates and designees under Article V, Section 2; (f) any change or modification to tuition fees involving more than fifteen (15%) percent of such tuition fees; and (g) the amendment of these Bylaws or the Articles of Incorporation. The Executive Committee shall report its actions as appropriate to the Board of Directors. The Executive Committee shall be responsible for oversight of the performance of the Management Team as described in the duties and responsibilities of each position on the Management Team. The Executive Committee shall report its actions and findings as appropriate to the Board of Directors. FORM 990, PART VI, SECTION A, LINE 2 Charles (Mac) McClure and Susan McClure have a family relationship. Michael Shelton and Cynthia Shelton have a family relationship. FORM 990, PART VI, SECTION A, LINE 4 The Bylaws were updated to clarify the oversight and reporting on the goals of the organization's strategic plan. FORM 990, PART VI, SECTION A, LINE 6 The Institute shall have two classes of members, voting and non-voting members. Except as otherwise expressly set forth in the Bylaws, the categories of membership within each class of members and the rights and responsibilities with respect to each such category shall be as set forth in the Governing Policies. FORM 990, PART VI, SECTION A, LINE 7A Voting members shall elect each year sixteen Directors to serve three year terms to succeed those whose terms expire. The election of Directors shall be held at the annual meeting of the members. The election shall be by written secret ballot and shall be governed by such rules and regulations as the Board of Directors may adopt for such purposes. Each voting member shall be entitled to one vote for each position open for election. The sixteen nominees receiving the highest number of votes shall be elected. In the event of a tie, a new ballot shall be held for those tied. FORM 990, PART VI, SECTION B, LINE 11 The completed Form 990 is reviewed by the executive vice president, the management team and the audit committee before it is filed with the IRS. FORM 990, PART VI, SECTION B, LINE 12C All volunteers (members of the Board of Directors, committee chairs/members, regional officers, chapter leaders, CCIM instructors, task force members, and elected leaders), employees and independent contractors must submit a signed Institute Conflict of Interest Disclosure. Volunteers, employees and independent contractors who fail to agree and adhere to the terms and conditions of the Institute's Conflict of Interest Policy and Standards of Conduct for Volunteers and Employees shall not be eligible to serve in the foregoing positions. FORM 990, PART VI, SECTION B, LINE 15 Compensation for CCIM Institute CEO's salary is determined by the CCIM leadership team and compensation surveys in the association field. The human resource department researches industry standards for the position to determine a classification and salary range. All CCIM institute employees are under the direction of the CEO. The CEO is under the direction of the board of directors. The CEO relies on the opinion of the leadership team to develop an employment contract which outlines the compensation package. FORM 990, PART VI, SECTION C, LINE 19 The form 990 and 990-T are available to the public for inspection at the corporate headquarters of the institute. Additionally, governing documents, conflict of interest policy and financial statements are also available at the corporate headquarters. FORM 990, PART VII The following board members received compensation for instructing CCIM Institute courses, developing curriculum material, and/or operations consulting: Barbara M. Crane $457 Peter J. Barnett $13,000 Lydia P. Bennett $12,900 Joseph A. Fisher $41,445 Eric E. Hillenbrand $11,800 Richard E. Juge $7,000 Joseph Larkin $43,916 Steve Moreira $16,500 William H. Moss $6,708 Mark J. Polon $36,250 Steven R. Price $5,250 Mark Van Ark $98,370 Education Fnd of the CCIM Institute 430 N Michigan Avenue 700 Chicago IL 60611 363773054 Education IL 501(c)(3) 10 CCIM Instit true CCIM TECHNOLOGIES INC 430 N MICHIGAN AVE CHICAGO IL 60611 200195154 Database Research DE CCIM INSTITUTE C-CORP 2424438 511101 1.00000 true false false false false false false false false false false false true true true true true true false false CCIM Technologies Inc M 1500000 FMV CCIM TECHNOLOGIES INC O 72000 FMV