CCIM INSTITUTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CCIM INSTITUTE (EIN 36-3743268)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-13
- IRS object ID
- 201542259349302264
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-13T12:45:47-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N Wabash Suite 3200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363743268 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCIM INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LYNN WYZKIEWICZ | InCareOfNm |
| Business Name Control | CCIM | BusinessNameControlTxt |
| Phone | 3123214460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 N MICHIGAN AVENUE | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER S CLEMENTS | PersonNm |
| Person Title | EVP/CEO | PersonTitleTxt |
| Phone | 3128569100 | PhoneNum |
| Signature | 2015-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBEKUH ELEY | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3128569100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLES C CONNELY IV | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 N MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,484,573 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CCIM.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE DEVELOPMENT OF MEMBERS ENGAGED IN THE COMMERCIAL INVESTMENT REAL COMMERCIAL INVESTMENT REAL ESTATE SPECIALTY THROUGH EDUCATION PROGRAMS AND LITERATURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 104 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 96 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $178,226 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$99,471 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,582,378 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,865,290 | CYProgramServiceRevenueAmt |
| PY Investment Income | $212,464 | PYInvestmentIncomeAmt |
| CY Investment Income | $192,236 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,794,842 | PYTotalRevenueAmt |
| CY Total Revenue | $12,057,526 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,004,304 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,830,634 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,240,353 | PYOtherExpensesAmt |
| CY Other Expenses | $6,732,887 | CYOtherExpensesAmt |
| PY Total Expenses | $10,244,657 | PYTotalExpensesAmt |
| CY Total Expenses | $10,563,521 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,550,185 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,494,005 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,985,066 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,288,875 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,589,933 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,136,941 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,395,133 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,151,934 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O FOR MISSION STATEMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | EDUCATION: THE CCIM EDUCATION PROGRAM OFFERS THE HIGHEST QUALITY EDUCATION FOR COMMERCIAL INVESTMENT REAL ESTATE PROFESSIONALS. FOR 2014, THE CCIM EDUCATION PROGRAM SERVED 9,173 STUDENTS THROUGH 303 CLASSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 68 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 53 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 104 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 96 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN WYZKIEWICZ | PersonNm |
| Phone | 3123214473 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 N MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (109 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Karl Landreneau CCIM | |||||||||
| President | 1.0 | 0.0 | Yes (X) | Yes (X) | $50,000 | $0 | $0 | ||
| Mark Macek CCIM | |||||||||
| President-Elect | 1.0 | Yes (X) | Yes (X) | $35,000 | $0 | ||||
| Steven W Moreira CCIM | |||||||||
| First Vice-President | 1.0 | Yes (X) | Yes (X) | $25,000 | $0 | ||||
| Craig Blorstad CCIM | |||||||||
| Treasurer | 1.0 | Yes (X) | Yes (X) | $15,000 | $0 | ||||
| Charles C Connely IV CCIM | |||||||||
| Treasurer-Elect | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||||
| William T Adams CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Adrian Aron Arriaga Sr CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Carmen Austin CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| James E Baker CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| John R Beard CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Robert L Behrens CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Timothy S Blair CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Eddie D Blanton CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Anthony R Bolling JD CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Randall B Boughton CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Ernest L Brown IV CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Leslie G Callahan III CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| D'Etta Casto-DeLeon CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Andrew Chan CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Walter S ClementsCCIMCREFRICS | |||||||||
| Director | 1.0 | Yes (X) | $31,000 | $0 | |||||
| Barbara M Crane CCIM | |||||||||
| Director | 1.0 | Yes (X) | $5,950 | $0 | |||||
| Benjamin Crosby CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Daryl A Crotts CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Jeremy J Cyrier CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Wayne D'Amico CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Robert DiPietrae CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Susan Earnest CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Carol Ebert CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Martin Edwards Jr CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Jeffrey L Engelstad PhDCCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Brian E Estes CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Joseph A Fisher CCIM | |||||||||
| Director | 1.0 | Yes (X) | $27,300 | $0 | |||||
| N Ross Fisher CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Glynnis Fisher Levitt CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Silvia G Gangel CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Charlotte Goldblatt CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Jerry L Hall CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Shirley K Harpool CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Ryan M Harrison CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Bruce Harvey CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Eric E Hillenbrand CCIMSCLS | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Lauri L Hines CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Ellen Hsu CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Harold H Huggins CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Gary N Hunter CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Soozi Jones-Walker CCIM | |||||||||
| Director | 1.0 | Yes (X) | $2,250 | $0 | |||||
| Richard E Juge CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Vikki Keyser CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| John Khami CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Leil Koch CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Joseph Larkin CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Pius K Leung CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| John C Lopez CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Jay R Lucas CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Karen MacLeod CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Charles A Mac McClure CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Karlos McGhee CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| William G Milliken Jr CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Nicholas L Miner CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Bobbi Miracle CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Barbara Ann Monahan CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Randall Moore CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| William H Moss | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Ronald L Myles CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Rene Nelson CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Louis H Nimkoff CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Daniel J Page CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| W Duncan Patterson CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Shad J Phipps CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Mark J Polon CCIM | |||||||||
| Director | 1.0 | Yes (X) | $59,575 | $0 | |||||
| Steven R Price CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Gary M Ralston CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Steve Rich CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Douglas A Sawyer CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Don Sebastian CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Cynthia C Shelton CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Michael R Shelton CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Sandy G Shindleman CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Eric Simonds CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Frank N Simpson CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Darbin T Skeans CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Barry Spizer CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Dimitri C Stefanou CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| John M Stone CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Henry T Stratton SIOR CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Dewey Struble CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Mark Van Ark CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Ralph W Varnum CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Robert L Ward CCIM | |||||||||
| Director | 1.0 | Yes (X) | $62,463 | $0 | |||||
| Gerrie F Watson CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Robin L Webb CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| John Joseph Wessling CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Rhonda J West CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| David P Wilson CCIM | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | |||||
| Bryan K Atherton CCIM | |||||||||
| FRVP AS PROXY FOR RVP | 1.0 | Yes (X) | $0 | $0 | |||||
| Peter J Barnett CCIM | |||||||||
| FRVP AS PROXY FOR RVP | 1.0 | Yes (X) | $0 | $0 | |||||
| Lydia P Bennett CCIM | |||||||||
| FRVP AS PROXY FOR RVP | 1.0 | Yes (X) | $0 | $0 | |||||
| Jared Booth CCIM | |||||||||
| FRVP AS PROXY FOR RVP | 1.0 | Yes (X) | $0 | $0 | |||||
| Regina L Emberton CCIM | |||||||||
| FRVP AS PROXY FOR RVP | 1.0 | Yes (X) | $0 | $0 | |||||
| Craig E Fernsler CCIM | |||||||||
| FRVP AS PROXY FOR RVP | 1.0 | Yes (X) | $0 | $0 | |||||
| Bobbie Lorraine MastracciCCIM | |||||||||
| FRVP AS PROXY FOR RVP | 1.0 | Yes (X) | $0 | $0 | |||||
| David Schnitzer CCIM | |||||||||
| FRVP AS PROXY FOR RVP | 1.0 | Yes (X) | $0 | $0 | |||||
| William Sherrod CCIM | |||||||||
| FRVP AS PROXY FOR RVP | 1.0 | Yes (X) | $0 | $0 | |||||
| Eavan Travers CCIM | |||||||||
| FRVP AS PROXY FOR RVP | 1.0 | Yes (X) | $0 | $0 | |||||
| BK Allen CCIM | |||||||||
| EVP/CEO | 40.0 | Yes (X) | $294,711 | $0 | $0 | ||||
| Lynn Wyzkiewicz | |||||||||
| VP, Finance & Admin | 40.0 | $183,310 | $0 | $28,303 | Yes (X) | ||||
| Terry A Cunningham | |||||||||
| VP, Education | 40.0 | $154,197 | $0 | $25,380 | Yes (X) | ||||
| Gail A Collins | |||||||||
| VP, Operations | 40.0 | $168,449 | $0 | $27,926 | Yes (X) | ||||
| Henry F White Jr | |||||||||
| Former EVP/CEO | 40.0 | $208,400 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,322,605 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $81,609 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PROFORM TECHNOLOGIES INC | |||||
| 7746 WEST 99TH STREET | HICKORY HILLS | IL | 60457 | PRINTING | $285,692 |
| PERSONIFY INC | |||||
| PO BOX 759470 | BALTIMORE | MD | 212759470 | SOFTWARE PROVIDER | $210,535 |
| FUTURE STATE | |||||
| 3100 OAK ROAD SUITE 205 | WALNUT CREEK | CA | 94597 | COURSE DEVELOPER | $194,310 |
| ALM | |||||
| PO BOX 18114 | NEWARK | NJ | 071918114 | INTEGRATED MEDIA | $168,500 |
| LEONARD PFEIFFER COMPANY LLC | |||||
| 1319 F STREET NW SUITE 800 | WASHINGTON | DC | 20004 | EXECUTIVE SEARCH | $125,736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 611710 | $6,988,969 | $6,988,969 | |
| EDUCATION COURSE/MTG | 611710 | $4,271,375 | $4,247,422 | $23,953 |
| ADVERTISING AND SUBSCRIPTIONS | 611710 | $184,663 | $30,390 | $154,273 |
| CONVENTIONS | 611710 | $133,980 | $133,980 | |
| OTHER | 611710 | $286,303 | $286,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,865,290 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,236 | TotalRevenueColumnAmt |
| Exclusion | $192,236 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,427,047 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,427,047 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,057,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,687,064 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $178,226 | UnrelatedBusinessRevenueAmt |
| Exclusion | $192,236 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134,067 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,783,358 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,562 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,280 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,367 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,077 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,531 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,647 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,116 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,225 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,473 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,669 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,911 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,182 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,411 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,674 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,358 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| EDUCATION COSTS OF GOODS SOLD | $1,222,929 |
| MEMBERSHIP COSTS OF GOODS SOLD | $2,520,164 |
| ALL OTHER | $79,317 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,563,521 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,469,479 | BOYAmt |
| EOY | $2,505,626 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,160 | BOYAmt |
| EOY | $371,215 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,694 | BOYAmt |
| EOY | $184,389 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,665,967 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,666,035 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,661 | BOYAmt |
| EOY | $999,932 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,788,780 | BOYAmt |
| EOY | $8,187,421 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,040,292 | BOYAmt |
| EOY | $4,040,292 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,985,066 | BOYAmt |
| EOY | $16,288,875 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,269,836 | BOYAmt |
| EOY | $1,024,988 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,320,097 | BOYAmt |
| EOY | $4,111,953 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,589,933 | BOYAmt |
| EOY | $5,136,941 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,395,133 | BOYAmt |
| EOY | $11,151,934 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,395,133 | BOYAmt |
| EOY | $11,151,934 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,985,066 | BOYAmt |
| EOY | $16,288,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,494,005 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $262,796 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
| Dues Assessments | $6,726,297 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $42,116 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $0 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $42,116 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $67,263 | AggregateReportedDuesNtcAmt |
| Taxable | -$25,147 | TaxableAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $172,069 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,948 | DepreciationAmt |
| Book Value | $78,121 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,493,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,572,087 | DepreciationAmt |
| Book Value | $921,811 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $999,932 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CCIM TECHNOLOGIES, INC. | Desc |
| Book Value | $4,040,292 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $4,040,292 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part XIV | FormAndLineReferenceDesc |
| Explanation | 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, 2014 and 2013, the Organization had no amounts accrued for interest or penalties. Tax years going back to 2011 remain open for examination. 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. The Institute's for-profit subsidiary, CCIM Technologies, incorporated in the State of Illinois has filed income tax returns with the U.S. federal government and the State of Illinois since its incorporation in 2003. CCIM Technologies did not owe federal or state income taxes in 2014 or 2013. CCIM Technologies has a federal net operating loss ("NOL") carryforward balance of approximately $3.3 million and $3.0 million at December 31, 2014 and 2013, respectively. The NOL expires 2026 thru 2034, if not utilized. CCIM Technologies has a state net operating loss carryforward balance of approximately $2.8 million and $2.6 million at December 31, 2014 and 2013, respectively, which expire 2017 thru 2026. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 2 | 2 | Program Services | EDUCATION & PROMOtion | $31,635 |
| Europe (Including Iceland and Greenland) | 1 | 1 | Program Services | EDUCATION & PROMOtion | $7,200 |
| Russia and the Newly Independent States | 1 | 1 | Program Services | EDUCATION & PROMOtion | $9,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 4 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Total Office | 4 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $48,435 | SubtotalSpentAmt |
| Total Spent | $48,435 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BK Allen CCIM | ||||||||||||||
| EVP/CEO | $294,711 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $294,711 | $0 | $0 | $0 |
| Henry F White Jr | ||||||||||||||
| Former EVP/CEO | $208,400 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $208,400 | $0 | $0 | $0 |
| Lynn Wyzkiewicz | ||||||||||||||
| VP, Finance & Admin | $183,310 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $28,303 | $0 | $211,613 | $0 | $0 | $0 |
| Terry A Cunningham | ||||||||||||||
| VP, Education | $154,197 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,380 | $0 | $179,577 | $0 | $0 | $0 |
| Gail A Collins | ||||||||||||||
| VP, Operations | $168,449 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $27,926 | $0 | $196,375 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. 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. INTERIM CEO WAS PROVIDED HOUSING ALLOWANCE BASED ON ACTUAL COST OF INTERIM HOUSING. |
| PART I, 4A | HENRY F. WHITE JR FORMER EVP/CEO $208,400 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DESCRIPTION OF ORANIZATION MISSION: | CCIM INSTITUTE'S ("INSTITUTE" OR "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. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE 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 7A | Active 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 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 | Each 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 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: Walter S. Clements $31,000 Barbara M. Crane $5,950 Joseph A. Fisher $27,300 Soozi Jones-Walker $2,250 Mark L. Polom $59,575 Robert L. Ward $62,463 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATION FDN OF THE CCIM INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 N MICHIGAN AVENUE 801 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363773054 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 9 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCIM INSTIT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCIM TECHNOLOGIES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 N MICHIGAN AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200195154 | EIN |
| Primary Activities | Database Research | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCIM INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C-CORP | EntityTypeTxt |
| Share Of Total Income | -$326,266 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $418,991 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (true) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CCIM Technologies Inc | ||
| M | $1,500,000 | FMV |
| CCIM Technologies Inc | ||
| Q | $77,917 | FMV |
| CCIM TECHNOLOGIES INC | ||
| O | $60,000 | FMV |
| EDUCATION FOUNDATION OF THE CCIM INSTITUTE | ||
| O | $60,000 | FMV |