2013-05-10T08:15:05-05:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2012-01-01 251202166 NAIOP INC NAIO 7039047100 2201 COOPERATIVE WAY HERNDON VA 201713034 THOMAS J BISACQUINO 7039047100 2013-05-07 1 KAREN GRIES P00078514 5712279500 2012 2016-02-24 21:20:13Z THOMAS J BISACQUINO 2201 COOPERATIVE WAY HERNDON VA 201713034 9667437 0 X WWW.NAIOP.ORG X 1967 DE NAIOP, INC. THE COMMERCIAL REAL ESTATE DEVELOPMENT ASSOCIATION, IS THE LEADING ORGANIZATION FOR DEVELOPERS, OWNERS AND RELATED PROFESSIONALS IN OFFICE, INDUSTRIAL AND MIXED-USE REAL ESTATE. NAIOP, INC. PROVIDES UNPARALLELED INDUSTRY NETWORKING AND EDUCATION, AND ADVOCATES FOR EFFECTIVE LEGISLATION ON BEHALF OF OUR MEMBERS. NAIOP, INC. ADVANCES RESPONSIBLE SUSTAINABLE DEVELOPMENT THAT CREATES JOBS AND BENEFITS THE COMMUNITIES IN WHICH OUR MEMBERS WORK AND LIVE. 73 73 35 215 258246 -4500 0 0 5917531 6399985 312869 310650 285347 59806 6515747 6770441 0 0 0 0 3903176 4173887 0 0 0 2809283 3053396 6712459 7227283 -196712 -456842 10209257 10118491 4538797 4536777 5670460 5581714 X NAIOP, INC. THE COMMERCIAL REAL ESTATE DEVELOPMENT ASSOCIATION, IS THE LEADING ORGANIZATION FOR DEVELOPERS, OWNERS AND RELATED PROFESSIONALS IN OFFICE, INDUSTRIAL AND MIXED-USE REAL ESTATE. NAIOP, INC. PROVIDES UNPARALLELED INDUSTRY NETWORKING AND EDUCATION, AND ADVOCATES FOR EFFECTIVE LEGISLATION ON BEHALF OF OUR MEMBERS. NAIOP, INC. ADVANCES RESPONSIBLE SUSTAINABLE DEVELOPMENT THAT CREATES JOBS AND BENEFITS THE COMMUNITIES IN WHICH OUR MEMBERS WORK AND LIVE. 0 0 EDUCATION - THE EDUCATION PROGRAM CONTINUED TO EXPAND AND PROVIDE LEARNING OPPORTUNITIES. TEN COURSES ARE AVAILABLE IN THE CURRICULUM THAT ARE OFFERED BOTH ONLINE AND ON-SITE. EIGHT SEPARATE SIXTEEN-HOUR COURSES WERE DELIVERED ONLINE. THE CHAPTER OFFERINGS UNDER THE CONTINUING EDUCATION PROGRAM BRAND CONTAINS A TOTAL OF EIGHT COURSES, EIGHT HOURS IN LENGTH, DESIGNED EXCLUSIVELY FOR CHAPTER PRESENTATION. EDUCATION ACTIVITIES ALSO INCLUDED THE PRESENTATION OF INDUSTRY CONFERENCES. THIS INCLUDES ONE ANNUAL INDUSTRY CONFERENCE, AN INDUSTRIAL SECTOR CONFERENCE, A FORUMS SYMPOSIUM AND A CAPITAL MARKETS CONFERENCE IN PARTNERSHIP WITH THE INTERNATIONAL COUNCIL OF SHOPPING CENTERS. MEMBERSHIP - MEMBERSHIP AS OF 12/31/12, NAIOP HAD 15,270 MEMBERS IN 51 CHAPTERS THROUGHOUT NORTH AMERICA. EFFORTS CONTINUED TO INCREASE THE NUMBER OF YOUNG PROFESSIONALS, WOMEN AND MINORITIES INVOLVED IN THE PROFESSION OF COMMERCIAL REAL ESTATE. THE ORGANIZATION HOSTS AN ANNUAL LEADERSHIP RETREAT TO HELP FOSTER THE LEADERSHIP SKILLS OF VOLUNTEERS THROUGHOUT THE CHAPTER NETWORK. LEGISLATIVE - OUR GOVERNMENT AFFAIRS EFFORTS ARE FOCUSED ON ENSURING A PUBLIC POLICY ENVIRONMENT SUPPORTIVE OF THE COMMERCIAL REAL ESTATE INDUSTRY, BOTH AT THE FEDERAL LEVEL AND THE STATE AND LOCAL LEVELS. NAIOP WORKED WITH ITS LOCAL CHAPTERS TO INCREASE AWARENESS AMONG ITS MEMBERS OF LEGISLATIVE AND REGULATORY CHALLENGES FACING THE INDUSTRY, AND TO ENHANCE THE ASSOCIATIONS GRASSROOTS CAPABILITIES 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 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 4 0 35 1 1 1 0 0 0 0 0 X 73 73 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 VA X X NAIOP 7039047100 2201 COOPERATIVE WAY HERNDON VA 201713034 EUGENE REILLY 3.00 X X 0 0 0 JEAN KANE 3.00 X X 0 0 0 GREGORY WALZ 2.00 X X 0 0 0 JONATHAN TRATT 2.00 X X 0 0 0 ASHLEY POWELL 2.00 X X 0 0 0 GREGORY FULLER 2.00 X X 0 0 0 JAMES NEYER 2.00 X X 0 0 0 GEORGE SOWA 2.00 X 0 0 0 STEVEN MARTIN 2.00 X 0 0 0 RALPH HEINS 2.00 X 0 0 0 WILLIAM HUNT 2.00 X 0 0 0 CLIFFORD AIKEN 1.00 X 0 0 0 ROBIN BISHOP 1.00 X 0 0 0 BRIGHAM BLACK 1.00 X 0 0 0 JOE BLATTNER 1.00 X 0 0 0 GREG BLOMSTRAND 1.00 X 0 0 0 RONALD BOHANNAN 1.00 X 0 0 0 KIRK BOYLSTON 1.00 X 0 0 0 JEFFREY BURGES 1.00 X 0 0 0 CATHERINE CAMP 1.00 X 0 0 0 RICK COLLINS 1.00 X 0 0 0 PETER CORCORAN 1.00 X 0 0 0 JOHN CUMMING 1.00 X 0 0 0 DEAN CUTTING 1.00 X 0 0 0 RICK DEHNERT 1.00 X 0 0 0 TERRY DELAHUNTY 1.00 X 0 0 0 JOHN DIVALL 1.00 X 0 0 0 DAVID DOMRES 1.00 X 0 0 0 DOMENIC DOZZI 1.00 X 0 0 0 GARY EDWARDS 1.00 X 0 0 0 ERIC FEATHERSTONE 1.00 X 0 0 0 RUSSELL GARCIA 1.00 X 0 0 0 MIKE HEISE 1.00 X 0 0 0 GEOFF HEU 1.00 X 0 0 0 DAVID HUDSON 1.00 X 0 0 0 MARY HURLEY 1.00 X 0 0 0 JOE IHRKE 1.00 X 0 0 0 CHRIS KIRBY 1.00 X 0 0 0 SA KLATSKIN 1.00 X 0 0 0 DAVID KORDONOWY 1.00 X 0 0 0 ROBERT KRUEGER 1.00 X 0 0 0 WILLIAM LAWRENCE 1.00 X 0 0 0 ROD LAWRENCE 1.00 X 0 0 0 RICHARD LECHTMAN 1.00 X 0 0 0 DEBORAH MCGILL 1.00 X 0 0 0 ROBB MERRITT 1.00 X 0 0 0 JEFFREY MILANAIK 1.00 X 0 0 0 CARL MONTANTE JR 1.00 X 0 0 0 ROBERT MURPHY 1.00 X 0 0 0 JON NAPPER 1.00 X 0 0 0 PAUL NASSER 1.00 X 0 0 0 JON PETERSON 1.00 X 0 0 0 ANDY PETRY 1.00 X 0 0 0 CARLOS PINEDA 1.00 X 0 0 0 LAWRENCE POBUDA 1.00 1.00 X 0 0 0 STEPHEN PORTERFIELD 1.00 X 0 0 0 ANTHONY PRICCO 1.00 X 0 0 0 FORREST ROBINSON 1.00 X 0 0 0 MICHAEL RODERICK 1.00 X 0 0 0 BARBARA SCHAEFER MCDUFFIE 1.00 X 0 0 0 THOMAS SHERLOCK 1.00 X 0 0 0 DALE SMETANA-NELSON 1.00 X 0 0 0 SEAN SPELLMAN 1.00 X 0 0 0 EVA STEVENS 1.00 X 0 0 0 TONY STEWART 1.00 X 0 0 0 DOUGLAS SWAIN 1.00 X 0 0 0 SCOTT TAYLOR 1.00 X 0 0 0 BARRY TRILLING 1.00 X 0 0 0 TISH TURNER 1.00 X 0 0 0 NEIL VINY 1.00 X 0 0 0 RICHARD WARREN 1.00 X 0 0 0 TED WILLCOCKS 1.00 X 0 0 0 TREVOR WILSON 1.00 X 0 0 0 MICHAEL WACHS 1.00 X 0 0 0 PHIL GILLIN 1.00 X 0 0 0 STEVE SCHNUR 1.00 X 0 0 0 KEVIN CLIFTON 1.00 X 0 0 0 THOMAS BISACQUINO 40.00 1.00 X 513620 0 46347 ELIZABETH GREENE 40.00 4.00 X 136765 0 36503 SHIRLEY A MALONEY 40.00 X 247120 0 35993 AQUILES SUAREZ 40.00 X 231612 0 41081 MARC SELVITELLI 40.00 X 141111 0 20985 KATHRYN KAMILTON 40.00 X 128603 0 13787 JAMES TOLLIVER 40.00 X 130964 0 37048 CHRISTOPHER WARE 40.00 X 120055 0 20069 JOHN BURKE 40.00 X 132419 0 20213 1782269 0 272026 13 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 MEETING SPACE FOR 2 MTGS 355164 ARMATURE 45240 BUSINESS CT SUITE 400 DULLES VA 20166 WEB RE-DESIGN SERVICES 140938 CAPITAL HILTON 1001 16TH STREET NW WASHINGTON DC 20036 MEETING SPACE FOR RETREAT 132126 3 MEMBERSHIP DUES 900099 4156787 4156787 ANNUAL CONFERENCE 541800 617463 617463 PUBLICATIONS & SUBS 541800 518845 260599 258246 REGIONAL AND FOCUS SEMINARS 900099 349666 349666 FORUM SYMPOSIUM 900099 266335 266335 490889 490889 6399985 243075 243075 2964571 2886996 10000 77575 -10000 67575 67575 MISCELLANEOUS 900099 59806 59806 59806 6770441 6201545 258246 310650 1289041 2304345 161067 204050 215384 120 28900 12650 562865 736832 270393 239780 463460 107206 30792 SPECIAL PROGRAM 544979 FACULTY & SPEAKERS 28695 DATA PROCESSING 26724 7227283 400 400 3684337 2673674 102498 149358 267 180 349191 154971 1755427 1351601 196557 403826 5876007 6736082 10209257 10118491 1405304 1096518 2873157 3190396 260336 249863 4538797 4536777 X 5564803 5466419 105657 115295 5670460 5581714 10209257 10118491 -456842 368096 0 X X 0 1 X 1 0 0 0 1 4156787 889224 -330652 558572 879992 -321420 202098 117600 84498 323718 291798 31920 1229611 942203 287408 403826 CHECKS WRITTEN IN EXCESS OF CASH 45817 DEFERRED RENT OBLIGATIONS 204046 249863 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATIONS EVALUATED THEIR TAX POSITIONS AND DETERMINED THAT THEIR POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NO PROVISION FOR INCOME TAX IS REQUIRED FOR 2012. THE ORGANIZATIONS' 2009, 2010 AND 2011 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. THE ORGANIZATIONS FILE AS TAX EXEMPT ORGANIZATIONS; SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION TO NAIOP RESEARCH FOUNDATION X X X X X 0 0 0 THOMAS BISACQUINO 368450 0 144000 0 1170 0 19600 0 26747 0 559967 0 0 0 ELIZABETH GREENE 118450 0 17625 0 690 0 10756 0 25747 0 173268 0 0 0 SHIRLEY A MALONEY 205750 0 39700 0 1670 0 18952 0 17041 0 283113 0 0 0 AQUILES SUAREZ 200803 0 29775 0 1034 0 18184 0 22897 0 272693 0 0 0 MARC SELVITELLI 119400 0 21368 0 343 0 11032 0 9953 0 162096 0 0 0 JAMES TOLLIVER 108152 0 20349 0 2463 0 10449 0 26599 0 168012 0 0 0 JOHN BURKE 120300 0 11690 0 429 0 10260 0 9953 0 152632 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL CONSIST OF TWELVE VOTING MEMBERS, COMPRISED OF THE SEVEN ELECTED OFFICERS, THE IMMEDIATE PAST-CHAIRMAN, AND UP TO FOUR ADDITIONAL MEMBERS NOMINATED BY THE CHAIRMAN AND ELECTED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS. THE PRESIDENT SHALL BE A NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE TERM OF OFFICE FOR MEMBERS OF THE EXECUTIVE COMMITTEE SHALL COINCIDE WITH THE TERM OF OFFICE OF THE OFFICERS ELECTED EACH YEAR. THE EXECUTIVE COMMITTEE SHALL HAVE FULL AUTHORITY TO ACT AS AND ON BEHALF OF THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN SCHEDULED MEETINGS OF THE BOARD OF DIRECTORS. SEVEN (7) VOTING MEMBERS SHALL CONSTITUTE A QUORUM. MEETINGS MAY BE CALLED BY THE MOST SENIOR OFFICER OF THE ASSOCIATION SERVING ON THE EXECUTIVE COMMITTEE OR, IN HIS ABSENCE OR DISABILITY, BY THE MOST SENIOR OFFICIAL OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PRINCIPAL, ASSOCIATE, AND AFFILIATE MEMBERS. PRINCIPAL: ANY PERSON, LEGAL OR REAL, WHOSE PRIMARY BUSINESS IS ENGAGED IN THE DEVELOPMENT, OWNERSHIP, MANAGEMENT OF, OR INVESTMENT IN COMMERCIAL REAL ESTATE, SHALL, WITHOUT DISCRIMINATION, BE ELIGIBLE FOR PRINCIPAL MEMBERSHIP IN THE ASSOCIATION. EACH PRINCIPAL MEMBER SHALL BE ENTITLED TO ONE VOTE ON THOSE MATTERS FOR WHICH HE OR SHE IS ENTITLED TO VOTE UNDER THE BY-LAWS OF THE ASSOCIATION. ASSOCIATE: ANY PERSON, LEGAL OR REAL, NOT QUALIFYING AS A PRINCIPAL MEMBER SHALL BE ELIGIBLE FOR ASSOCIATE MEMBERSHIP IN THE ASSOCIATION. ASSOCIATE MEMBERS SHALL NOT BE ELIGIBLE TO SERVE AS OFFICERS OR DIRECTORS OR TO VOTE AT REGULAR OR SPECIAL MEETINGS OF THE ASSOCIATION. ASSOCIATE MEMBERS MAY ACT AS VOTING MEMBERS OF ANY REGULAR, SPECIAL OR STANDING COMMITTEE, AND THEY MAY SERVE IN APPOINTED POSITIONS AT THE PLEASURE OF THE CHAIRMAN OF THE BOARD OF THE ASSOCIATION. AFFLILIATE: ANY PERSON EMPLOYED BY A PRINCIPAL MEMBER OR ASSOCIATE MEMBER MAY BE DESIGNATED BY SUCH PRINCIPAL OR ASSOCIATE MEMBER TO BECOME AN AFFILIATE MEMBER OF THE ASSOCIATION. AFFILIATE MEMBERS MAY SERVE AS OFFICERS OR DIRECTORS OF THE ASSOCIATION. AFFILIATE MEMBERS MAY SERVE AS CHAPTER OFFICERS; ACT AS MEMBERS OF ANY REGULAR, SPECIAL OR STANDING COMMITTEE; AND MAY SERVE IN APPOINTED POSITIONS AT THE PLEASURE OF THE CHAIRMAN OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A ALL OF THE OFFICERS SHALL BE ELECTED BY THE PRINCIPAL MEMBERS OF THE ASSOCIATION AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B AT ALL ANNUAL OR SPECIAL MEETINGS, ALL MEMBERS SHALL BE ENTITLED TO THE PRIVILEGE OF THE FLOOR AND TO PARTICIPATE IN THE DISCUSSIONS, BUT ONLY PRINCIPAL MEMBERS MAY VOTE. FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT REVIEWS THE 990 BEFORE IT IS FILED. 990 IS MADE AVAILABLE THROUGH GUIDESTAR AND TO ANYONE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD, EXECUTIVE COMMITTEE, & SENIOR STAFF ARE REQUIRE TO ANNUALLY COMPLETE A CONFLICT OF INTEREST/DISCLOSURE STATEMENT. WHEN A COVERED PERSON HAS A CONFLICT, THE FOLLOWING STEPS WILL BE TAKEN: IF THE CONFLICT INVOLVES A BOARD MEMBER OR COMMITTEE MEMBER, THE PRESIDENT SHALL MAKE A RECOMMENDED DISPOSITION TO THE BOARD. IF THE CONFLICT INVOLVES A STAFF MEMBER, THE PRESIDENT SHALL HAVE THE AUTHORITY TO DECIDE UPON APPROPRIATE DISPOSITION. THE RECOMMENDED DISPOSITION MAY CONSIST OF ONE OF THE FOLLOWING: 1) SIMPLE DISCLOSURE WHERE THE BOARD OR ASSOCIATION'S AWARENESS OF THE DISCLOSURE IS SUFFICIENT TO CORRECT ANY BIAS; 2) RECUSAL DURING ANY REPORTING, DISCUSSION OR DECISION-MAKING REGARDING AN IMPORTANT POLICY OR PROGRAM WHEN THE CONFLICT AFFECTS THAT POLICY OR PROGRAM; OR 3) RESIGNATION WHEN THE CONFLICT RELATES TO A CONTINUING, PERVASIVE AND IMPORTANT BOARD, COMMITTEE, OR ASSOCIATION FUNCTION THAT CANNOT BE ISOLATED ON AN AGENDA SO AS TO PERMIT RECUSAL. FORM 990, PART VI, SECTION B, LINE 15A SALARY SURVEYS ARE OBTAINED AND COMPENSATION FOR THE PRESIDENT IS DETERMINED BY A COMPENSATION COMMITTEE. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE OTHER OFFICERS OR KEY EMPLOYEES ARE ALSO OBTAINED THROUGH SALARY SURVEYS. SALARY SCHEDULES FOR ALL STAFF ARE COMPLETED BY THE PRESIDENT AND REVIEWED BY THE CHAIRMAN. THE MOST RECENT YEAR THE PROCESS TOOK PLACE WAS 2012. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR NAIOP RESEARCH FOUNDATION 2201 COOPERATIVE WAY HERNDON VA 20171 061583521 RESEARCH DE 501(C)3 LINE 7 NAIOP INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 NAIOP RESEARCH FOUNDATION L 39011 BOOK VALUE NAIOP RESEARCH FOUNDATION N 42070 BOOK VALUE NAIOP RESEARCH FOUNDATION O 192235 BOOK VALUE NAIOP RESEARCH FOUNDATION Q 55000 BOOK VALUE