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CCIM INSTITUTE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CCIM INSTITUTE (EIN 36-3743268)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-02
IRS object ID
201712759349300611
Schema version
2016v3.1
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

FieldValueIRS element (for citing)
Return2017-10-02T10:44:48-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1330 N Wabash Suite 3200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363743268EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CCIM INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% LYNN WYZKIEWICZInCareOfNm
Business Name ControlCCIMBusinessNameControlTxt
Phone3123214460PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1430 N MICHIGAN AVENUE Suite 700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES C CONNELY IVPersonNm
Person TitleTreasurerPersonTitleTxt
Phone3123214460PhoneNum
Signature2017-06-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACOB COOKPreparerPersonNm
PTINP01240455PTIN
Phone3128569100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.140.192.146IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id36189620172725000001FederalOriginalSubmissionId
Federal Original Submission Id2017-09-29FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEB2B1C02C9534E04F62CB99F1E428011C3823D44AtSubmissionCreationDeviceId
At Submission Filing Device Id929F88F56CC43AAE4561ABB8BCA22E874B78A0F5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHARLES C CONNELY IVPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1430 N MICHIGAN AVENUE ste 700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$14,595,630GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.CCIM.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1969FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTHE DEVELOPMENT OF MEMBERS ENGAGED IN THE COMMERCIAL INVESTMENT REAL COMMERCIAL INVESTMENT REAL ESTATE SPECIALTY THROUGH EDUCATION PROGRAMS AND LITERATURE.ActivityOrMissionDesc
Voting Members Governing Body96VotingMembersGoverningBodyCnt
Voting Members Independent85VotingMembersIndependentCnt
Total Employee60TotalEmployeeCnt
Total Volunteers150TotalVolunteersCnt
Total Gross UBI$236,084TotalGrossUBIAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$12,218,125PYProgramServiceRevenueAmt
CY Program Service Revenue$12,953,456CYProgramServiceRevenueAmt
PY Investment Income$119,922PYInvestmentIncomeAmt
CY Investment Income$196,420CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$134,856CYOtherRevenueAmt
PY Total Revenue$12,338,047PYTotalRevenueAmt
CY Total Revenue$13,284,732CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,048,746PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,714,462CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$7,370,924PYOtherExpensesAmt
CY Other Expenses$8,240,329CYOtherExpensesAmt
PY Total Expenses$11,419,670PYTotalExpensesAmt
CY Total Expenses$12,954,791CYTotalExpensesAmt
PY Revenues Less Expenses$918,377PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$329,941CYRevenuesLessExpensesAmt
Total Assets BOY$16,083,539TotalAssetsBOYAmt
Total Assets EOY$18,697,691TotalAssetsEOYAmt
Total Liabilities BOY$4,202,615TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,340,923TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,880,924NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,356,768NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O FOR MISSION STATEMENT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescEDUCATION: THE CCIM EDUCATION PROGRAM OFFERS THE HIGHEST QUALITY EDUCATION FOR COMMERCIAL INVESTMENT REAL ESTATE PROFESSIONALS. FOR 2016, THE CCIM EDUCATION PROGRAM SERVED 9,586 STUDENTS THROUGH 430 CLASSES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescDESIGNATION 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescSITE 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.Desc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document62IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee60EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members96GoverningBodyVotingMembersCnt
Independent Voting Member85IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLYNN WYZKIEWICZPersonNm
Phone3123217741PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1430 N MICHIGAN AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (112 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Steve W Moreira CCIM
President1.00.0Yes (X)Yes (X)$50,000$0$0
Robin L Webb CCIM
President-Elect1.00.0Yes (X)Yes (X)$35,000$0$0
David P Wilson CCIM
First Vice-President1.00.0Yes (X)Yes (X)$25,000$0$0
Louis H Nimkoff CCIM
Treasurer1.00.0Yes (X)Yes (X)$15,000$0$0
Charles C Connely IV CCIM
Treasurer-Elect1.00.0Yes (X)Yes (X)$0$0$0
William T Adams CCIM
Director1.00.0Yes (X)$0$0$0
BK Allen CCIM
Director1.00.0Yes (X)$0$0$0
Adrian Aron Arriaga Sr CCIM
Director1.00.0Yes (X)$0$0$0
Bryan K Atherton CCIM
Director1.00.0Yes (X)$0$0$0
Carmen Austin CCIM
Director1.00.0Yes (X)$0$0$0
James B Baker CCIM
Director1.00.0Yes (X)$0$0$0
James E Baker CCIM
Director1.00.0Yes (X)$0$0$0
Peter J Barnett CCIM
Director1.00.0Yes (X)$27,700$0$0
JAMES F BELL CCIM
Director1.00.0Yes (X)$0$0$0
SANDY BENAK CCIM
Director1.00.0Yes (X)$0$0$0
Lydia P Bennett CCIM
Director1.00.0Yes (X)$4,000$0$0
Timothy S Blair CCIM
Director1.00.0Yes (X)$0$0$0
Eddie D Blanton CCIM
Director1.00.0Yes (X)$0$0$0
Craig Blorstad CCIM
Director1.00.0Yes (X)$0$0$0
Randall B Boughton CCIM
Director1.00.0Yes (X)$0$0$0
Ernest L Brown IV CCIM
Director1.00.0Yes (X)$0$0$0
Leslie G Callahan III CCIM
Director1.00.0Yes (X)$0$0$0
D'Etta Casto-DeLeon CCIM
Director1.00.0Yes (X)$0$0$0
Andrew Chan CCIM
Director1.00.0Yes (X)$0$0$0
Barbara M Crane CCIM
Director1.00.0Yes (X)$37,048$0$0
Daryl A Crotts CCIM
Director1.00.0Yes (X)$0$0$0
Wayne D'Amico CCIM
Director1.00.0Yes (X)$0$0$0
ALAN DAVIDSON CCIM
Director1.00.0Yes (X)$0$0$0
Susan Earnest CCIM
Director1.00.0Yes (X)$0$0$0
MIKE EASTER CCIM
Director1.00.0Yes (X)$0$0$0
Martin Edwards Jr CCIM
Director1.00.0Yes (X)$0$0$0
Allen M Feltman CCIM
Director1.00.0Yes (X)$0$0$0
Joseph A Fisher CCIM
Director1.00.0Yes (X)$95,481$0$0
Glynnis Fisher Levitt CCIM
Director1.00.0Yes (X)$0$0$0
JOHN J FRANK CCIM
Director1.00.0Yes (X)$0$0$0
LARRY FRANSEN CCIM
Director1.00.0Yes (X)$0$0$0
SHELDON GOOD CCIM
Director1.00.0Yes (X)$0$0$0
J MAX HAMIDI CCIM
Director1.00.0Yes (X)$0$0$0
GREG HARRIS CCIM
Director1.00.0Yes (X)$0$0$0
Ryan M Harrison CCIM
Director1.00.0Yes (X)$0$0$0
Bruce Harvey CCIM
Director1.00.0Yes (X)$0$0$0
JOHN HEINE CCIM
Director1.00.0Yes (X)$0$0$0
Eric E Hillenbrand CCIM SCLS
Director1.00.0Yes (X)$8,500$0$0
BARBARA K HOKEL CCIM
Director1.00.0Yes (X)$0$0$0
ALFONSO HOLLOMAN CCIM
Director1.00.0Yes (X)$0$0$0
Ellen Hsu CCIM
Director1.00.0Yes (X)$0$0$0
Harold H Huggins CCIM
Director1.00.0Yes (X)$0$0$0
Gary N Hunter CCIM
Director1.00.0Yes (X)$0$0$0
STEVE JACQUEMIN CCIM
Director1.00.0Yes (X)$0$0$0
Richard E Juge CCIM
Director1.00.0Yes (X)$7,000$0$0
Vikki Keyser CCIM
Director1.00.0Yes (X)$0$0$0
John Khami CCIM
Director1.00.0Yes (X)$0$0$0
Leil Koch CCIM
Director1.00.0Yes (X)$0$0$0
RANDY KRISE CCIM
Director1.00.0Yes (X)$0$0$0
JULIO S LAGUARTA CCIM
Director1.00.0Yes (X)$0$0$0
Karl Landreneau CCIM
Director1.00.0Yes (X)$0$0$0
Joseph Larkin CCIM
Director1.00.0Yes (X)$26,246$0$0
Pius K Leung CCIM
Director1.00.0Yes (X)$16,100$0$0
Jay R Lucas CCIM
Director1.00.0Yes (X)$0$0$0
Paul A Lynn
Director1.00.0Yes (X)$1,924$0$0
Mark Macek CCIM
Director1.00.0Yes (X)$0$0$0
Shawn E Massey CCIM
Director1.00.0Yes (X)$0$0$0
Bobbie Lorraine Mastracci CCIM
Director1.00.0Yes (X)$0$0$0
Charles A Mac McClure CCIM
Director1.00.0Yes (X)$0$0$0
SUSAN B MCCLURE CCIM
Director1.00.0Yes (X)$0$0$0
BILL MILLIKEN CCIM
Director1.00.0Yes (X)$0$0$0
NICK MINER CCIM
Director1.00.0Yes (X)$0$0$0
Bobbi Miracle CCIM
Director1.00.0Yes (X)$0$0$0
Randall Moore CCIM
Director1.00.0Yes (X)$0$0$0
K TEYA MOORE CCIM
Director1.00.0Yes (X)$0$0$0
William H Moss
Director1.00.0Yes (X)$6,445$0$0
Ronald L Myles CCIM
Director1.00.0Yes (X)$0$0$0
Daniel J Page CCIM
Director1.00.0Yes (X)$0$0$0
W Duncan Patterson CCIM
Director1.00.0Yes (X)$0$0$0
Shad J Phipps CCIM
Director1.00.0Yes (X)$0$0$0
Mark J Polon CCIM
DIRECTOR/RFVP AS PROXY FOR RVP1.00.0Yes (X)$55,241$0$0
Steven R Price CCIM
Director1.00.0Yes (X)$2,950$0$0
WILLIAM RAMSBOTTOM CCIM
Director1.00.0Yes (X)$0$0$0
Steve Rich CCIM
Director1.00.0Yes (X)$0$0$0
JAMES P ROBERTSON JR CCIM
Director1.00.0Yes (X)$0$0$0
David Schnitzer CCIM
Director1.00.0Yes (X)$0$0$0
Cynthia C Shelton CCIM
Director1.00.0Yes (X)$0$0$0
Michael R Shelton CCIM
Director1.00.0Yes (X)$0$0$0
DREW SHOWFETY CCIM
Director1.00.0Yes (X)$0$0$0
Frank N Simpson CCIM
Director1.00.0Yes (X)$0$0$0
Darbin T Skeans CCIM
Director1.00.0Yes (X)$0$0$0
LARRY J SMITH CCIM
Director1.00.0Yes (X)$0$0$0
Barry Spizer CCIM
Director1.00.0Yes (X)$0$0$0
John M Stone CCIM
Director1.00.0Yes (X)Yes (X)$0$0$0
Henry T Stratton SIOR CCIM
Director1.00.0Yes (X)$0$0$0
Dewey Struble CCIM
Director1.00.0Yes (X)$0$0$0
Mark Van Ark CCIM
Director1.00.0Yes (X)$27,476$0$0
Ralph W Varnum CCIM
Director1.00.0Yes (X)$0$0$0
Evelyn R Ward CCIM
DIRECTOR/RFVP AS PROXY FOR RVP1.00.0Yes (X)$0$0$0
Gerrie F Watson CCIM
Director1.00.0Yes (X)$0$0$0
DUSTIN W WHITEHEAD CCIM
Director1.00.0Yes (X)$0$0$0
PAUL AASE CCIM
FRVP as Proxy for RVP1.00.0Yes (X)$0$0$0
PATRICK BRADY CCIM
FRVP as Proxy for RVP1.00.0Yes (X)$0$0$0
HOLLY BUCHANAN CCIM
FRVP as Proxy for RVP1.00.0Yes (X)$0$0$0
DON GESSEN CCIM
FRVP as Proxy for RVP1.00.0Yes (X)$0$0$0
ERIC GORMAN CCIM
FRVP as Proxy for RVP1.00.0Yes (X)$0$0$0
MARK HINKINS CCIM
FRVP as Proxy for RVP1.00.0Yes (X)$0$0$0
GRADY KOHLER CCIM
FRVP as Proxy for RVP1.00.0Yes (X)$0$0$0
DAVID MORGAN CCIM
FRVP as Proxy for RVP1.00.0Yes (X)$0$0$0
ANITA RISBERG CCIM
FRVP as Proxy for RVP1.00.0Yes (X)$0$0$0
CHERE ROANE CCIM
FRVP as Proxy for RVP1.00.0Yes (X)$0$0$0
Walter S Clements CCIM
EVP/CEO thru 10/1640.00.0Yes (X)$348,912$0$21,125
Lynn Wyzkiewicz
VP, Finance & Admin40.00.0$194,334$0$29,785Yes (X)
Terry A Cunningham
VP, Education thru 09/1640.00.0$117,780$0$23,160Yes (X)
Gail A Collins
VP, Operations40.00.0$179,762$0$29,582Yes (X)
ROBERT BULZARIK
SR IT CONSULTANT thru 12/1640.00.0$121,292$0$6,562Yes (X)
JASON KLEIMAN
DIR OF BUSINESS DEV thru 11/1640.00.0$100,607$0$11,800Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,503,798TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$122,014TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PROFORM TECHNOLOGIES INC
7746 WEST 99TH STREETHICKORY HILLSIL60457PRINTING$330,527
LEAPFROG TECHNOLOGY GROUP INC
116 W HUBBARD ST 5TH FLOORCHICAGOIL60654IT MGMT/CONSULTING$411,135
ITCONUNDRUMS INC
3880 E RAVENSWOOD DRGILBERTAZ85298SOFTWARE CONSULTING$228,036
PERSONIFY INC
PO BOX 759470BALTIMOREMD21275SOFTWARE LICENSING$142,085
DESIGNSHOP DISPLAY COMMUNICATIONS
4654 - 35TH STORLANDOFL32811DISPLAY DESIGNER$182,894
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP DUES611710$7,281,159$7,281,159
EDUCATION COURSE/MTG611710$5,097,872$5,097,872
ADVERTISING AND SUBSCRIPTIONS611710$239,865$3,781$236,084
CONVENTIONS611710$334,560$334,560
FieldValueIRS element (for citing)
Total Program Service Revenue$12,953,456TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$156,701TotalRevenueColumnAmt
Exclusion$156,701ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,500RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,500RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,500TotalRevenueColumnAmt
Exclusion$1,500ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,350,617SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,256,367SecuritiesAmt
Other$54,531OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$94,250SecuritiesAmt
Other-$54,531OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,719TotalRevenueColumnAmt
Exclusion$39,719ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescRELATED ORG ADMIN/MGMT FEESDesc
Business611710BusinessCd
Total Revenue Column$133,356TotalRevenueColumnAmt
Related Or Exempt Func Income$133,356RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$133,356OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,284,732TotalRevenueColumnAmt
Related Or Exempt Func Income$12,850,728RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$236,084UnrelatedBusinessRevenueAmt
Exclusion$197,920ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$811,148TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,783,505TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$216,141TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$607,347TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$296,321TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$102,900TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,285TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$125,269TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$56,144TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$20,996TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26,348TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$421,416TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$186,216TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$575,750TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$499,826TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$539,296TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$582,779TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,740TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$534,865TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
EDUCATION COGS$1,371,451
MEMBERSHIP COGS$3,111,608
MISCELLANEOUS$70,440

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,954,791TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,732,105BOYAmt
EOY$1,767,495EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$585,528EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$215,601BOYAmt
EOY$374,033EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$324,738BOYAmt
EOY$388,911EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,469,775LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,755,012LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,762,662BOYAmt
EOY$3,714,763EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,008,141BOYAmt
EOY$7,825,919EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$4,040,292BOYAmt
EOY$4,040,292EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$750EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,083,539BOYAmt
EOY$18,697,691EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,091,884BOYAmt
EOY$2,598,822EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,110,731BOYAmt
EOY$3,742,101EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,202,615BOYAmt
EOY$6,340,923EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,880,924BOYAmt
EOY$12,356,768EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,880,924BOYAmt
EOY$12,356,768EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,083,539BOYAmt
EOY$18,697,691EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$329,941ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$145,903NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
Substantially All Dues NondedfalseSubstantiallyAllDuesNondedInd
Only In House LobbyingfalseOnlyInHouseLobbyingInd
Agree Carryover Prior YearfalseAgreeCarryoverPriorYearInd
Dues Assessments$7,000,957DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$56,144NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$0NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$56,144NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$140,019AggregateReportedDuesNtcAmt
Taxable-$83,875TaxableAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,930,602OtherCostOrOtherBasisAmt
Depreciation$69,537DepreciationAmt
Book Value$1,861,065BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,539,173OtherCostOrOtherBasisAmt
Depreciation$4,685,475DepreciationAmt
Book Value$1,853,698BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$3,714,763TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescCCIM TECHNOLOGIES, INC.Desc
Book Value$4,040,292BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$4,040,292TotalBookValueProgramRltdAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2FormAndLineReferenceDesc
ExplanationThe 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, 2016 and 2015, 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.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
East Asia and the Pacific04Program ServicesEDUCATION & PROMOTION$107,626
Europe (Including Iceland and Greenland)01Program ServicesEDUCATION & PROMOTION$12,835
North America02Program ServicesEDUCATION & PROMOTION$22,873
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees7SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee7TotalEmployeeCnt
Subtotal Spent$143,334SubtotalSpentAmt
Total Spent$143,334TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredfalseSubstantiationRequiredInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Walter S Clements CCIM
EVP/CEO thru 10/16$348,912$0$0$0$0$0$21,125$0$0$0$370,037$0$0$0
Lynn Wyzkiewicz
VP, Finance & Admin$166,834$0$27,500$0$0$0$16,100$0$13,685$0$224,119$0$0$0
Gail A Collins
VP, Operations$152,262$0$27,500$0$0$0$15,850$0$13,732$0$209,344$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, IAFormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 1AExcept 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.
FORM 990, PART VI, SECTION A, LINE 2Michael Shelton and Cynthia Shelton - husband and wife. Soozi Jones-Walker and Bobbi Miracle - mother and daughter and co-owners of real estate firm. Charles (Mac) McClure and Susan McClure - husband and wife.
FORM 990, PART VI, SECTION A, LINE 6THE INSTITUTE HAS TWELVE CLASSES OF MEMBERS They are as follows: 1. Active 2. Life 3. Retired 4. Candidates 5. Professional Assistant 6. Associate 7. NAR Associate Member 8. Organization Affiliate Member 9. International Member 10. Student Member 11. Academic-Faculty Member 12. Government Member Individuals are granted membership in the above classes by meeting such requirements as established by the board of directors and which are not inconsistent with the institute's bylaws. Members of the institute shall have rights and responsibilities as may be approved from time to time by the board of directors. Members or status in the institute may terminate by voluntary withdrawal or otherwise in accordance with the institute's bylaws and regulations as may be adopted by the board of directors.
FORM 990, part vi, section A, line 7AActive and life 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 membership in conjunction with the meeting of the board of directors. The election shall be by written secret ballot, if there is a contest, and shall be governed by such regulations as the board of directors may adopt. All active and life members in good standing shall be eligible to vote. Each such 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 11The 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 12CEach member of the board of directors, the executive committee, the management team and all employees are required to submit an annual signed conflict of interest form.
FORM 990, PART VI, SECTION B, LINE 15Compensation 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 19The 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 VIIThe following board members received compensation for instructing CCIM Institute courses, developing curriculum material, and/or operations consulting: Peter J. Barnett $27,700 Lydia P. Bennett $4,000 Barbara M. Crane $37,048 Joseph A. Fisher $95,481 Eric E. Hillenbrand $8,500 Richard E. Juge $7,000 Joseph Larkin $26,246 Pius Leung $16,100 Paul A. Lynn $1,924 William H. Moss $6,445 Mark J. Polon $55,241 Steven R. Price $2,950 Mark Van Ark $27,476

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1EDUCATION FDN OF THE CCIM INSTITUTEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1430 N MICHIGAN AVENUE 700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
EIN363773054EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status10PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CCIM INSTITBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CCIM TECHNOLOGIES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1430 N MICHIGAN AVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
EIN200195154EIN
Primary ActivitiesDatabase ResearchPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CCIM INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC-CORPEntityTypeTxt
Share Of Total Income$2,800,616ShareOfTotalIncomeAmt
Share Of EOY Assets$504,456ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CCIM Technologies Inc
M$1,500,000FMV
CCIM TECHNOLOGIES INC
O$72,000FMV