2025-11-04T09:43:15-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2024-01-01 581620150 INTERNATIONAL INSTITUTE OF BUILDING ENCLOSURE CONSULTANTS INTE 9198590742 434 FAYETTEVILLE ST 2400 RALEIGH NC 27601 BRIAN PALLASCH CAE CEO 9198590742 2025-11-03 1 1 KATHRINE A WARLICK P02065266 7049985200 2025-11-03 2024 2025-03-06 01:10:19Z BRIAN PALLASCH CAE 434 FAYETTEVILLE ST 2400 RALEIGH NC 27601 6505266 0 5400 X WWW.IIBEC.ORG X 1983 NC SUPPORT PROFESSIONALISM, ETHICS, EDUCATION, AND RESEARCH IN THE BUILDING ENCLOSURE INDUSTRY. 12 12 21 3700 272913 0 0 0 4182838 4588387 127658 176966 580770 424842 4891266 5190195 0 0 0 0 2460569 2405728 0 0 0 2368573 2622785 4829142 5028513 62124 161682 6034125 6467487 3670230 3920990 2363895 2546497 X TO ADVANCE THE PROFESSION OF BUILDING ENCLOSURE (ROOFING, WATERPROOFING AND EXTERIOR WALL) CONSULTING. 0 0 COMMUNICATIONSMEMBERS ARE PROVIDED VARIOUS PUBLICATIONS TO KEEP THEM INFORMED ABOUT MATTERS PERTINENT TO THE INDUSTRY. MEMBERS MAY ALSO ACCESS THE IIBEC WEBSITE, WHICH IS A LIBRARY OF PROFESSIONAL STANDARDS, TECHNICAL INFORMATION, AND INDUSTRY DOCUMENTS. CONVENTIONTHE ORGANIZATION HAS AN ANNUAL CONVENTION THAT ENHANCES MEMBER AWARENESS OF ISSUES RELATED TO THE INDUSTRY AND ENCOURAGES NETWORKING. MEMBERSHIP SERVICESTHE AIM OF THIS PROGRAM IS TO DEVELOP AND PROVIDE PRODUCTS AND SERVICES THAT BENEFIT OUR MEMBERS. SYMPOSIUM: EDUCATIONAL PROGRAMS, CUTTING-EDGE INFORMATION REGARDING DESIGN, CONSTRUCTION, MAINTENANCE, COMMISSIONING AND REPAIR OF MODERN AND/OR OLDER BUILDING ENCLOSURES. EDUCATIONAL SERVICES: THE ORGANIZATION PRESENTS EDUCATIONAL OFFERINGS BOTH IN-PERSON AND VIRTUALLY THROUGHOUT THE YEAR TO EDUCATE MEMBERS ON MATTERS PERTINENT TO THEIR INDUSTRY AND BUSINESS. CREDENTIALS: THE ORGANIZATION ESTABLISHES AND MANAGES VARIOUS PROFESSIONAL REGISTRATIONS TO INCREASE THE QUALITY OF QUALIFICATIONS AND PRACTICE STANDARDS WITHIN THE BUILDING ENCLOSURE INDUSTRY. TECHNICAL SERVICES: RESPONDS TO INDUSTRY ISSUES, POLICY, AND STANDARDS AS THEY OCCUR, BY RECOMMENDING ASSOCIATION POLICY TO THE BOARD OF DIRECTORS ON MATTERS RELATED TO THESE ITEMS, SHARING TECHNICAL INFORMATION WITH MEMBERS AND ISSUING POLICY STATEMENTS TO POLICY-MAKERS, THE PUBLIC, AND THE BROADER DESIGN-CONSTRUCTION INDUSTRY. INDUSTRY REGULATORY AFFAIRS: ACTIVITY DESIGNED TO REPRESENT MEMBERS' NEEDS BY PRIORITIZING ISSUES, DEVELOPING INDUSTRY POLICIES AND POSITIONS, SUPERVISING POLICY IMPLEMENTATION AND PROMOTING POLICY POSITIONS. LEADERSHIP MEETINGS: MEETINGS WHERE THE ORGANIZATION'S LEADERSHIP, INLCUDING BOARD, EXECUTIVE COMMITTEE, CHAPTER AND STAFF LEADERS COME TOGETHER TO DISCUSS STRATEGY, OBJECTIVES, ACTION PLANS, AND BEST PRACTICES, INCLUDING EDUCATIONAL SESSIONS AND MEETINGS WITH INDUSTRY INFLUENCERS AND OPINION LEADERS. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 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 21 1 1 1 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 0 1 1 0 0 X BRIAN T PALLSCH CAE 9195516206 434 FAYETTEVILLE STREET STE 2400 RALEIGH NC 27601 ROBERT J HINOJOSA PRESIDENT 1.00 0.00 X X 0 0 0 CHRISTIAN DAWKINS FIRST VICE PRESIDENT 1.00 0.00 X X 0 0 0 JENNIFER HOGAN SECOND VICE PRESIDENT 1.00 0.00 X X 0 0 0 BURT CARVER SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 CHRISTOPHER GIFFIN THRU 324 IMMEDIATE PAST PRESIDENT 1.00 0.00 X X 0 0 0 AMY PEEVEY AS OF 424 IMMEDIATE PAST PRESIDENT 1.00 0.00 X X 0 0 0 JON CANNON DIRECTOR REGION IV 1.00 0.00 X 0 0 0 JULIE MCDONALD DIRECTOR REGION V 1.00 0.00 X 0 0 0 JULIE PALMER DIRECTOR REGION I 1.00 0.00 X 0 0 0 STEPHANIE ROBINSON REGION VII DIRECTOR 1.00 0.00 X 0 0 0 CHARLES T SIETMANN DIRECTOR REGION III 1.00 0.00 X 0 0 0 JON SOLLAND DIRECTOR REGION VI 1.00 0.00 X 0 0 0 NICHOLAS TRIBBLE DIRECTOR REGION II 1.00 0.00 X 0 0 0 BRIAN PALLASCH EXECUTIVE VP AND CEO 40.00 0.00 X 323441 0 35696 MELANY RIZZO CHIEF OPERATING OFFICER 40.00 0.00 X 190313 0 10766 ALEXANDER JEFFRIES DIRECTOR OF MEMBERSHIP & CREDENTIALS 40.00 0.00 X 153667 0 20814 KRISTEN KENNEDY DIRECTOR OF EDUCATION 40.00 0.00 X 124746 0 4206 CHRISTIAN HAMAKER DIRECTOR OF PUBLICATIONS & COMM. 40.00 0.00 X 109150 0 7282 MENDY CUNNINGHAM DIRECTOR OF MEETINGS & EVENTS 40.00 0.00 X 102711 0 5904 JOHN BOLING DIRECTOR OF GOVT RELATIONS 40.00 0.00 X 100088 0 28704 1104116 0 113372 7 0 1 0 EMILY LORENZ 3721 NORTH FRANCISCO AVENUE CHICAGO IL 60618 TECH SERVICES AND PROGRAMS CONSULTING 170000 CLIFTONLARSONALLEN LLP 220 S 6TH STREET STE 300 MINNEAPOLIS MN 55402 ACCOUNTING SERVICES 161445 SILVA BRAND LLC 211 W WACKER DR FL 3 CHICAGO IL 60606 BRANDING,MARKETING, AND VIDEO PRODUCTION 155018 3 MEMBERSHIP DUES 611710 1742969 1742969 ANNUAL CONVENTION 611430 1459285 1459285 REGISTRATION SERVICES 611710 646698 646698 EDUCATIONAL SERVICES 611710 447624 447624 SYMPOSIUM 611430 226456 226456 65355 65355 4588387 123965 123965 1368072 1315071 53001 53001 53001 46929 0 46929 46929 ADVERTISING 541800 272913 272913 MANAGEMENT FEE 541900 105000 105000 377913 5190195 4693387 272913 223895 X 560216 1507682 45211 155401 137218 4628 161445 8382 761961 24647 293424 122797 360173 291294 309390 3840 39463 16690 TRAINING 74111 EQUIPMENT RENTAL & MAIN 67216 RECOGNITION EXPENSES 36086 BAD DEBT EXPENSE 21093 26145 5028513 282 383 3907811 3109932 121351 119271 29827 25317 152326 166887 501651 393853 147261 107798 496006 1897270 1179261 1040629 6034125 6467487 272314 361660 1988211 2244509 146243 131772 1263462 1183049 3670230 3920990 X 2363895 2546497 2363895 2546497 6034125 6467487 161682 20920 0 X X 0 1 X 1 0 0 0 0 0 0 0 0 1742970 75921 75921 75921 43616 18123 25493 107877 54321 53556 350158 321409 28749 107798 INVESTMENTS 1897270 F 1897270 ROU ASSET 1015329 INTEREST RECEIVABLE 25300 1040629 VOUCHER LIABILITY 20771 CREDIT CARDS PAYABLE 104519 ROU LIABILITY 1057759 1183049 X 5202733 20920 20920 5181813 8382 8382 5190195 5020131 0 5020131 8382 8382 5028513 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION EVALUATES ANY UNCERTAIN TAX POSITIONS. ACCORDINGLY, THE ORGANIZATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION OF MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2024 AND 2023. X 1 1 X 0 1 0 BRIAN PALLASCH EXECUTIVE VP AND CEO 276195 0 47246 0 0 0 11939 0 23757 0 359137 0 0 0 MELANY RIZZO CHIEF OPERATING OFFICER 167447 0 22866 0 0 0 6820 0 3946 0 201079 0 0 0 ALEXANDER JEFFRIES DIRECTOR OF MEMBERSHIP & CREDENTIALS 141832 0 11835 0 0 0 6225 0 14589 0 174481 0 0 0 PART I, LINE 1A IN THE TRAVEL POLICY FOR VOLUNTEERS TRAVEL FOR PRESIDENT'S SPOUSE: THE IIBEC PRESIDENT'S SPOUSE CAN BE REIMBURSED FOR UP TO TWO AIRLINE TICKETS PER TERM OF OFFICE (NO MORE THAN $500 EACH) AND THESE ARE SUBJECT TO THE SAME LIMITATIONS FOUND ABOVE. DURING 2024, AMY PEEVEY WAS THE IMMEDIATE PAST PRESIDENT AND ATTENDED ORGANIZATIONAL EVENTS. HER SPOUSE, CHAD GOODWIN, ACCOMPANIED HER TO THESE EVENTS. THE TOTAL AMOUNT INCURRED FOR COMPANION TRAVEL WAS $1,082.44. PART I, LINE 4B BRIAN PALLASCH: $13,874 (SERP PAYMENT) MELANY RIZZO: $4,727 (SERP PAYMENT) FORM 990, PART VI, SECTION A, LINE 1A THE BOARD DELEGATES TO THE EXECUTIVE COMMITTEE DUTIES AS DEFINED IN THE BYLAWS. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, FIRST VICE PRESIDENT, SECOND VICE PRESIDENT, SECRETARY/TREASURER, IMMEDIATE PAST PRESIDENT AND THE EXECUTIVE VICE PRESIDENT/CEO. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS INCLUDE THE FOLLOWING CLASSIFICATIONS: CONSULTANT CONSULTANT AFFILIATE INDUSTRY INDUSTRY AFFILIATE FACILITY MANAGER ASSOCIATE QUALITY ASSURANCE OBSERVER STUDENT RETIRED EMERITUS HONORARY MEMBERS FORM 990, PART VI, SECTION A, LINE 7A CONSULTANT AND CONSULTANT AFFILIATE MEMBERS SHALL BE ELIGIBLE TO VOTE, SERVE ON COMMITTEES, AND HOLD ANY OFFICE OF IIBEC. THE NOMINATING COMMITTEE SHALL NOMINATE FOR EACH OFFICE OF IIBEC, AND SHALL HAVE SUCH OTHER DUTIES AS ASSIGNED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B IIBEC SHALL MEET ANNUALLY FOR THE TRANSACTION OF ITS BUSINESS AT A TIME AND PLACE FIXED BY THE BOARD. ALL IIBEC MEMBERS IN GOOD STANDING ARE ALLOWED ACCESS TO THE ANNUAL MEETING AND CAN PARTICIPATE IN DISCUSSIONS. VOTING AT THE ANNUAL MEETING IS LIMITED TO IIBEC VOTING MEMBERS. TEN PERCENT (10%) OF THE VOTING MEMBERSHIP OF IIBEC SHALL CONSTITUTE A QUORUM AT ANY MEETING OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO IT BEING FILED. THE REVIEW IS TYPICALLY HELD UPON RECEIPT FROM THE ACCOUNTING FIRM. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO BOTH EMPLOYEES AND BOARD MEMBERS AND IS REEVALUATED ON AN ANNUAL BASIS. THE FOLLOWING APPLIES TO EMPLOYEES AND BOARD MEMBERS, RESPECTIVELY: EMPLOYEES SHALL DISCLOSE ALL POTENTIAL AND ACTUAL CONFLICTS OF INTEREST TO THE IIBEC EXECUTIVE VICE PRESIDENT & CEO ("EVP/CEO"), OR HIS DESIGNEE, AND, AS REQUIRED, RECUSE THEMSELVES FROM ALL DISCUSSION AND DECISION-MAKING ON ANY RELATED MATTER. ALL ACTUAL AND POTENTIAL CONFLICTS OF INTERESTS SHALL BE DISCLOSED BY BOARD MEMBERS TO THE IIBEC EXECUTIVE COMMITTEE THROUGH THE ANNUAL DISCLOSURE FORM AND/OR WHENEVER A CONFLICT ARISES. THE DISINTERESTED MEMBERS OF THE IIBEC EXECUTIVE COMMITTEE SHALL MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE (IF ANY). THE IIBEC EXECUTIVE COMMITTEE SHALL INFORM THE BOARD OF SUCH DETERMINATION AND ACTION. THE BOARD SHALL RETAIN THE RIGHT TO MODIFY OR REVERSE SUCH DETERMINATION AND ACTION, AND SHALL RETAIN THE ULTIMATE ENFORCEMENT AUTHORITY WITH RESPECT TO THE INTERPRETATION AND APPLICATION OF THIS POLICY. THE CONFLICT OF INTEREST POLICY IS PROVIDED TO BOTH EMPLOYEES AND BOARD MEMBERS AND IS REEVALUATED ON AN ANNUAL BASIS. ALL DELIBERATION AND DECISIONS REGARDING CONFLICTS OF INTEREST ARE RECORDED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION FOR THE CEO. THE CEO DETERMINES THE COMPENSATION FOR ALL OTHER EMPLOYEES. THE EXECUTIVE COMMITTEE HIRED A RECRUITING AGENCY TO REVIEW JOB RESPONSIBILITIES AND SALARY REQUIREMENTS FOR THE CEO POSITION IN 2019. THE SALARY WAS SET AS PART OF A CONTRACT AND IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE; FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR 203,758. PROFESSIONAL FEES 169,763. CONTRACT SERVICES 388,440. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR RCI-IIBEC FOUNDATION INC 434 FAYETTEVILLE ST RALEIGH NC 27601 562056749 TO PROVIDE EDUCATIONAL RESEARCH OPPORTUNITIES NC 501(C)(3) LINE 7 0 RCI FOUNDATION CANADA 9124 GLOVER RD 2 LANGLEY CITY BRITISH COLUMBIA CA 999999999 TO PROVIDE EDUCATIONAL RESEARCH OPPORTUNITIES CA 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0