2025-11-17T11:59:54-06:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 237070298 BUILDING OWNERS AND MANAGERS INSTITUTE BUIL 4109741410 900 BESTGATE ROAD 206 ANNAPOLIS MD 21401 MARY LUE PECK PRESIDENT & CEO 4109741410 2025-11-17 1 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z BOMI MARY LUE PECK 900 BESTGATE ROAD 206 ANNAPOLIS MD 21401 3779066 0 X WWW.BOMI.ORG X 1970 PA SEE PART III, LINE 1. 17 17 18 18 0 0 0 312663 1526725 3296008 -10591 16761 15512 8944 1531646 3634376 952632 0 0 0 645370 1318456 0 0 0 1062267 1902046 2660269 3220502 -1128623 413874 3210064 3384013 1815680 1518955 1394384 1865058 BOMI WILL BE THE PREMIER INTERNATIONAL PROVIDER OF EDUCATIONAL PRODUCTS AND SERVICES TO THE PROPERTY AND FACILITY MANAGEMENT INDUSTRIES. 0 0 553600 3296008 EDUCATIONAL ACTIVITIES (EXAM SERVICES) AND GRADUATE SERVICES:DURING THE CALENDAR YEAR ENDED 12/31/2024, BOMI ENROLLED 1203 NEW STUDENTS IN ITS PROFESSIONAL DESIGNATION PROGRAMS, REGISTERED 2433 STUDENTS IN SELF-STUDY/ONLINE SELF PACED OR INSTRUCTED COURSES, AND ADMINISTERED 3,258 EXAMINATIONS. BOMI ALSO CONFERRED 60 DESIGNATIONS THROUGH THE REAL PROPERTY ADMINISTRATOR (RPA), 19 DESIGNATIONS THROUGH THE FACILITIES MANAGEMENT ADMINISTRATOR (FMA), AND 38 DESIGNATIONS THROUGH THE SYSTEMS MANAGEMENT ADMINISTRATION (SMA) PROGRAMS. 868647 STUDENT SERVICES:BOMI FIELDS INQUIRIES ABOUT OUR EDUCATIONAL PROGRAMS FROM REFERRALS, MAGAZINE ADS, ONLINE ADVERTISEMENTS, EMAIL CAMPAIGNS, AND DIRECT MAIL. IN ADDITION, WE RESPOND TO DAILY CALLS FROM CURRENT STUDENTS AND GRADUATES, COORDINATE DIRECT ON-SITE TRAINING TO CORPORATE CLIENTS AND CONDUCT OUTREACH EFFORTS TO CURRENT STUDENTS, GRADUATES AND PROSPECTS. ADDITIONAL OUTREACH EFFORTS ARE THROUGH BOMI'S WEBSITE, SOCIAL MEDIA PLATFORMS SUCH AS FACEBOOK, TWITTER, AND LINKEDIN, DIRECT MAIL AND EMAIL CAMPAIGNS, EDUCATIONAL CATALOG, ENEWSLETTER, TRADE SHOW PROMOTIONS, AND BOARD OF TRUSTEES' COMMUNICATIONS. 945264 EDUCATION CURRICULUM:BOMI'S PROPERTY AND FACILITIES MANAGEMENT EDUCATIONAL OFFERINGS ARE LEADING-EDGE AND ADVANCE THE PROFESSION; OUR COURSE AND EXAM MATERIALS ARE STATE-OF-THE-ART. WE CURRENTLY OFFER 24 COURSES EITHER IN-CLASS, ONLINE, OR IN A SELF-STUDY FORMAT WHICH CAN LEAD TO A BOMI PROFESSIONAL DESIGNATION: RPA, FMA, BOMI-HP, SMA, SMT. BOMI ALSO OFFERS CERTIFICATES IN SPECIALIZED AREAS OF PROPERTY AND FACILITIES MANAGEMENT. BOMI-EDUCATED PROFESSIONALS MEET RIGOROUS PROFESSIONAL STANDARDS AND CAN IMMEDIATELY APPLY THEIR COURSEWORK KNOWLEDGE TO BUILD A MORE ROBUST CAREER IN PROPERTY AND FACILITIES MANAGEMENT. 2367511 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 32 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X MARY LUE PECK 4109741410 900 BESTGATE ROAD SUITE 206 ANNAPOLIS MD 21401 X TIMOTHY O'DONALD CHAIRMAN (UNTIL 6/2024) 2.00 0.00 X X 0 0 0 ANDREW TAYLOR VICE CHAIR THEN CHAIR, V CH, SEC/TR (6/2024) 2.00 1.00 X X 0 0 0 DAVE POGUE SECRETARY/TREASURER (UNTIL 5/2024) 2.00 0.00 X X 0 0 0 FINLAND ALEJO TRUSTEE 1.00 0.00 X 0 0 0 PATRICK FREEMAN TRUSTEE 1.00 0.00 X 0 0 0 PATTI ANN GANNON TRUSTEE 1.00 0.00 X 0 0 0 SUSAN HAMMER TRUSTEE 1.00 0.00 X 0 0 0 ALEX HANSON TRUSTEE 1.00 0.00 X 0 0 0 ADRIAN HESTER TRUSTEE 1.00 0.00 X 0 0 0 JONATHAN JONES TRUSTEE THEN VICE CHAIR (CHANGE 7/2024) 1.00 0.00 X X 0 0 0 EILEEN LEWIS TRUSTEE 1.00 0.00 X 0 0 0 JOHNNY ONKST TRUSTEE 1.00 0.00 X 0 0 0 LORI RAPHAEL TRUSTEE 1.00 0.00 X 0 0 0 GARY SCHLOTZHAUER TRUSTEE 1.00 0.00 X 0 0 0 JOSHUA H SIEGEL TRUSTEE THEN SEC/TREAS (CHANGE 7/2024) 1.00 1.00 X X 0 0 0 NICHOLAS S STOLATIS TRUSTEE (AND SEC/TREAS 5-6/2024) 1.00 1.00 X X 0 0 0 KIM SAUNDERS TRUSTEE 1.00 0.00 X 0 0 0 CRISTALLE BOZARTH TRUSTEE (FROM 7/2024) 1.00 0.00 X 0 0 0 HENRY H CHAMBERLAIN PRESIDENT & CEO (SEE SCH. O) 8.00 32.00 X 0 547932 65875 CATHERINE A CALLIOTTE VP, MARKETING 20.00 20.00 X 156215 0 20860 KRISTEN L MCMULLEN VP, OPERATIONS 20.00 20.00 X 146553 0 29497 ANDREA SINE VP LEARN DEV THEN SENIOR VP (CHANGE 11/2024) 12.00 28.00 X 160973 0 12852 MARY LUE PECK SENIOR VICE PRESIDENT 12.00 28.00 X 323226 0 29604 JENNIFER STOLZENBERG SENIOR SALES MANAGER 40.00 0.00 X 116681 0 30245 903648 547932 188933 4 0 1 0 MARCUM LLP 1899 L STREET NW SUITE DC 20036 ACCOUNTING 395659 VIATECH PUBLISHING SOLUTIONS PO BOX 503433 SAINT LOUIS MO 63150 PRINTING & FULLFILLMENT 164389 2 81877 230786 312663 TUITION / COURSE FEES 611430 1962272 1962272 CANADIAN FEES 611430 899601 899601 ENROLLMENT FEES 611430 199995 199995 CONTINUING PROF. DEV. 611430 129940 129940 ANCILLARY FEES 611430 104200 104200 3296008 18298 18298 143153 144690 -1537 -1537 -1537 MISCELLANEOUS 900099 8944 8944 8944 3634376 3296008 0 25705 978610 792632 185978 66037 53487 12550 161549 130848 30701 112260 90926 21334 3543 3543 278291 278291 5936 5936 273136 207154 65982 49989 49989 43816 26676 17140 138093 138093 199814 178083 21731 169228 77778 91450 5330 1984 3346 2135 2135 449824 443725 6099 21691 21691 COURSE MATER./USER FEES 122333 122333 SUBSCRIPTIONS AND REFER 59141 22018 37123 CREDIT CARD PROC. FEES 44794 44794 LOCAL BOMA SERVICES 27489 27489 7463 4296 3167 3220502 2367511 852991 0 577733 486258 65366 62658 196437 87457 0 6238 7387 57242 52026 903349 860636 81311 42713 525105 593916 1700632 2051598 3210064 3384013 274206 296088 127212 117713 654000 558000 760262 547154 1815680 1518955 X 1394384 1865058 1394384 1865058 3210064 3384013 413874 56800 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 501043 458330 42713 402306 402306 0 42713 INVESTMENT IN CURRICULUM 1066156 DEPOSITS 24921 DEFERRED COMPENSATION INVESTMENT 65989 RIGHT OF USE ASSET 440085 DUE FROM RELATED PARTIES 454447 2051598 DEFERRED COMPENSATION 65989 OPERATING LEASE LIABILITY 481165 547154 3961136 56800 275896 332696 3628440 5936 5936 3634376 3490462 275896 275896 3214566 5936 5936 3220502 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 BOMI DOES NOT HAVE A PERIOD OF SOLICITATION OR PERIOD OF REGISTRATION FOR STUDENTS AND, ACCORDINGLY, DOES NOT PUBLICIZE ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA. HOWEVER, BOMI DOES PUBLICIZE THE RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE, IN BROCHURES AND CATALOGS, AND OTHER WRITTEN REGISTRATION RELATED CORRESPONDENCE. SCHEDULE E, PART I, LINE 4 BOMI ACCEPTS ALL STUDENTS WHO ARE INTERESTED IN TAKING COURSES, SO WE DO NOT REQUEST NOR MAINTAIN THAT INFORMATION ON OUR STUDENT BODY. 0 0 0 0 0 0 0 0 0 HENRY H CHAMBERLAIN PRESIDENT & CEO (SEE SCH. O) 0 547932 0 0 0 0 0 25882 0 39993 0 613807 0 0 MARY LUE PECK SENIOR VICE PRESIDENT 323226 0 0 0 0 0 17031 0 12573 0 352830 0 0 0 CATHERINE A CALLIOTTE VP, MARKETING 156215 0 0 0 0 0 9337 0 11523 0 177075 0 0 0 KRISTEN L MCMULLEN VP, OPERATIONS 146553 0 0 0 0 0 8534 0 20963 0 176050 0 0 0 ANDREA SINE VP LEARN DEV THEN SENIOR VP (CHANGE 11/2024) 160973 0 0 0 0 0 7883 0 4969 0 173825 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS AND PROVIDE COMMENTS. FOLLOWING THIS REVIEW PERIOD, THE FINAL RETURN IS SIGNED AND FILED ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C BOMI MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES. ANNUAL DISCLOSURE STATEMENTS ARE COMPLETED AND REVIEWED. WHEN A POTENTIAL CONFLICT IS IDENTIFIED, IT IS DOCUMENTED AND THE AFFECTED INDIVIDUAL IS RECUSED FROM RELATED DELIBERATIONS AND DECISIONS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF BOMA INTERNATIONAL (SEE PART VII, SCHEDULE J FOR MORE INFORMATION), USING APPROPRIATE COMPARABILITY INFORMATION SUCH AS COMPENSATION SURVEYS AND INDUSTRY DATA. COMPENSATION FOR OTHER KEY EMPLOYEES IS REVIEWED BY THE CEO IN ACCORDANCE WITH THE APPROVED BUDGET AND ORGANIZATIONAL COMPENSATION STRUCTURE. THE BOARD OF TRUSTEES APPROVES THE ANNUAL OPERATING BUDGET THAT INCLUDES SALARY RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND MOST RECENT FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A - CEO COMPENSATION: EFFECTIVE SEPTEMBER 8, 2023, BOMI AND BOMA INTERNATIONAL ENTERED INTO A SHARED SERVICES AGREEMENT. UNDER THIS AGREEMENT, BOMA'S PRESIDENT/COO SERVES AS PRESIDENT AND CEO OF BOMI, AND SHARED STAFF SUPPORT PROGRAM, ADMINISTRATIVE, AND OPERATIONAL FUNCTIONS. TIME ALLOCATIONS ARE TRACKED AND EXPENSES ARE RECONCILED QUARTERLY. CEO SERVICES PROVIDED THROUGH THE SHARED SERVICES AGREEMENT ARE CONSIDERED IN-KIND SERVICES TO BOMI. BOMI CERTIFICATION INC 900 BESTGATE ROAD SUITE 206 ANNAPOLIS MD 21401 833263066 CONDUCTING CERTIFICATION PROGRAMS FOR COMMERCIAL BUILDING OWNERS & MANAGERS MD 501(C)(6) N/A N/A 0 BOMA INTERNATIONAL 1101 15TH STREET NW 800 WASHINGTON DC 20005 361520580 EDUCATIONAL, LEGISLATIVE/REGULATORY AFFAIRS, RESEARCH FOR MEMBERS MD 501(C)(6) N/A N/A 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 BOMA INTERNATIONAL E 500000 ACTUAL BOMA INTERNATIONAL L 96241 ACTUAL BOMA INTERNATIONAL R 17192 ACTUAL BOMA INTERNATIONAL O 100049 ACTUAL BOMA INTERNATIONAL S 13105 ACTUAL BOMI CERTIFICATION INC C 81877 ACTUAL BOMI CERTIFICATION INC S 25340 ACTUAL