2024-04-26T13:49:17-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 237070298 BUILDING OWNERS AND MANAGERS INSTITUTE BUIL 4109741410 900 BESTGATE ROAD 206 ANNAPOLIS MD 21401 HENRY CHAMBERLAIN PRESIDENT & CEO 4109741410 2024-04-26 1 HENRY CHAMBERLAIN 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X BOMI HENRY CHAMBERLAIN 900 BESTGATE ROAD 206 ANNAPOLIS MD 21401 3325555 0 X WWW.BOMI.ORG X 1970 PA SEE PART III, LINE 1. 11 11 21 12 0 0 369233 0 3368529 3183211 18704 42869 12613 47807 3769079 3273887 0 0 0 0 1441765 1331213 0 0 0 1731229 1753550 3172994 3084763 596085 189124 3199571 4468227 952755 1985391 2246816 2482836 BOMI WILL BE THE PREMIER INTERNATIONAL PROVIDER OF EDUCATIONAL PRODUCTS AND SERVICES TO THE PROPERTY AND FACILITY MANAGEMENT INDUSTRIES. 0 0 447657 3183211 EDUCATIONAL ACTIVITIES (EXAM SERVICES) AND GRADUATE SERVICES:DURING FISCAL YEAR 2022, BOMI INTERNATIONAL ENROLLED 1,411 NEW STUDENTS IN ITS PROFESSIONAL DESIGNATION PROGRAMS, REGISTERED 2,679 STUDENTS IN SELF-STUDY/ONLINE SELF PACED OR INSTRUCTED COURSES, AND ADMINISTERED 2,812 EXAMINATIONS. BOMI INTERNATIONAL ALSO CONFERRED 92 DESIGNATIONS THROUGH THE REAL PROPERTY ADMINISTRATOR (RPA), FACILITIES MANAGEMENT ADMINISTRATOR (FMA), AND SYSTEMS MANAGEMENT ADMINISTRATION (SMA) PROGRAMS. 781959 STUDENT SERVICES:BOMI INTERNATIONAL 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. 744099 EDUCATION CURRICULUM:BOMI INTERNATIONAL'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 INTERNATIONAL PROFESSIONAL DESIGNATION: RPA, FMA, BOMI-HP, SMA, SMT. BOMI INTERNATIONAL ALSO OFFERS CERTIFICATES IN SPECIALIZED AREAS OF PROPERTY AND FACILITIES MANAGEMENT. BOMI INTERNATIONAL EDUCATED PROFESSIONALS MEET RIGOROUS PROFESSIONAL STANDARDS AND CAN IMMEDIATELY APPLY THEIR COURSEWORK KNOWLEDGE TO BUILD A MORE ROBUST CAREER IN PROPERTY AND FACILITIES MANAGEMENT. 1973715 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 25 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X HENRY CHAMBERLAIN 4109741410 900 BESTGATE ROAD SUITE 206 ANNAPOLIS MD 21401 TIM O'DONALD CHAIRMAN 2.00 X X 0 0 0 NICK STOLATIS IMMEDIATE FORMER CHAIRMAN 1.00 X X 0 0 0 ANDY TAYLOR CHAIR-ELECT 1.00 1.00 X X 0 0 0 DAVE POGUE SECRETARY/TREASURER 2.00 X X 0 0 0 PAT FREEMAN TRUSTEE 1.00 X 0 0 0 PATTI ANN GANNON TRUSTEE 1.00 X 0 0 0 SUSAN HAMMER TRUSTEE 1.00 X 0 0 0 ALEX HANSON TRUSTEE 1.00 X 0 0 0 JOHNATHAN JJ JONES TRUSTEE 1.00 X 0 0 0 JOHNNY ONKST TRUSTEE 1.00 X 0 0 0 JOSH SIEGEL TRUSTEE 1.00 1.00 X 0 0 0 JEFFERY HORN PRESIDENT & CEO (UNTIL 3/31/23) 40.00 1.00 X 234289 0 16772 HENRY CHAMBERLAIN PRESIDENT & CEO (FROM 4/1/2023) 40.00 X 0 0 0 CATHY CALLIOTTE VP, SALES AND MARKETING 40.00 X 112810 0 19282 ANDREA YEPSEN VP, LEARNING & DEVELOPMENT 40.00 X 103667 0 18363 450766 0 54417 3 0 1 0 MARCUM LLP 1899 L STREET NW SUITE DC 20036 ACCOUNTING 256519 VIATECH PUBLISHING SOLUTIONS PO BOX 503433 SAINT LOUIS MO 63150 PRINTING & FULLFILLMENT 170207 2 TUITION / COURSE FEES 611430 1971326 1971326 CANADIAN FEES 611430 763807 763807 ENROLLMENT FEES 611430 215375 215375 ANCILLARY FEES 611430 118452 118452 CONTINUING PROF. DEV. 611430 114251 114251 3183211 51411 51411 43126 51668 -8542 -8542 -8542 MISCELLANEOUS 900099 47807 47807 47807 3273887 3183211 0 90676 189949 189949 866060 746620 119440 41063 36992 4071 122402 89555 32847 111739 80007 31732 20872 20872 343683 343683 5197 5197 293142 228148 64994 80528 80528 37806 19315 18491 99334 62572 36762 194974 153116 41858 139330 42677 96653 8506 2107 6399 6234 6234 317324 306079 11245 23545 23545 COURSE MATER./USER FEES 107915 107915 CREDIT CARD PROC. FEES 42048 42048 SUBSCRIPTIONS AND REFER 10678 2645 8033 LOCAL BOMA SERVICES 10129 10129 12305 5310 6995 3084763 1973715 1111048 0 624070 735131 6119 3910 228935 333783 790732 942108 7933 5792 55795 55202 923090 790529 148012 132561 520387 560170 817588 1699570 3199571 4468227 412751 310597 116330 134158 254366 702000 169308 838636 952755 1985391 X 2246816 2482836 2246816 2482836 3199571 4468227 189124 31896 15000 0 X 0 1 X 1 0 X 483154 388223 94931 439936 402306 37630 132561 INVESTMENT IN CURRICULUM 890619 DEPOSITS 21921 DEFERRED COMPENSATION INVESTMENT 98987 RIGHT OF USE ASSET 688043 1699570 DEFERRED COMPENSATION 98987 OPERATING LEASE LIABILITY 739649 838636 X 3359086 31896 58500 90396 3268690 5197 5197 3273887 3123066 43500 43500 3079566 5197 5197 3084763 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, BOMI HAS DOCUMENTED ITS CONSIDERATION OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES, AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 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 INTERNATIONAL ACCEPTS ALL STUDENTS WHO ARE INTERESTED IN TAKING COURSES, SO WE DO NOT REQUEST NOR MAINTAIN THAT INFORMATION ON OUR STUDENT BODY. X X 0 0 0 1 0 0 0 0 0 JEFFERY HORN PRESIDENT & CEO (UNTIL 3/31/23) 234289 0 0 0 0 0 14101 0 2671 0 251061 0 0 0 PART I, LINE 5 MEMBERS OF THE SALES TEAM EARN COMMISSIONS AND BONUSES BASED ON REACHING GROSS REVENUE THRESHOLDS. FORM 990, PART VI, SECTION A, LINE 4 ON APRIL 1, 2023, BUILDING OWNERS AND MANAGERS INSTITUTE (BOMI) AND BUILDING OWNERS AND MANAGERS ASSOCIATION INTERNATIONAL (BOMA), A 501(C)(6) ORGANIZATION, ENTERED INTO A REORGANIZATION AGREEMENT; EFFECTIVELY BOTH ENTITIES REMAIN LEGALLY SEPARATE HOWEVER AS OF THAT DATE BOMI BECAME A CONTROLLED AFFILIATE OF BOMA. BOMI HAS AMENDED ITS ARTICLES OF INCORPORATION TO ALIGN THEM WITH THOSE OF BOMA, AND PROVIDE THAT THE BOMI BOARD OF TRUSTEES IS APPOINTED BY BOMA, THAT THE BOMA PRESIDENT AND CEO SERVES CONCURRENTLY AS THE PRESIDENT AND CEO OF BOMI, BOMA WILL APPROVE ANNUAL BUDGETS OF BOMI, AND BOMI'S FISCAL YEAR WILL BE CHANGED TO A CALENDAR YEAR. BOMI ALSO AMENDED ITS ARTICLES OF INCORPORATION TO SHOW THE NAME CHANGE FROM BUILDING OWNERS AND MANAGERS INSTITUTE INTERNATIONAL INC. TO BUILDING OWNERS AND MANAGERS INSTITUTE DBA BOMI. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE CEO AND CFO. ONE OF THE AUDIT COMMITTEE'S RESPONSIBILITIES PURSUANT TO THE BOARD MANUAL IS TO REVIEW THE FORM 990. THE BOARD REVIEWED THE FINAL FORM BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOMI HAS A CONFLICT OF INTEREST POLICY IN PLACE FOR BOARD MEMBERS AND LEADERSHIP TEAM MEMBERS THAT IS ATTESTED TO ON AN ANNUAL BASIS. THE POLICY IS REFERENCED IN BOMI'S EMPLOYEE HANDBOOK AND BOARD OF TRUSTEES MANUAL. IF A POTENTIAL CONFLICT OF INTEREST WERE TO ARISE DURING THE YEAR, IT WOULD BE ADDRESSED BY THE PRESIDENT/CEO AND THE EXECUTIVE COMMITTEE OF THE BOARD. IF THE SITUATION INVOLVED AN EXECUTIVE COMMITTEE MEMBER, BOMI WOULD INVOLVE THE GOVERNANCE COMMITTEE AND/OR THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE (E.C.) OF THE BOARD OF TRUSTEES MEETS WITH THE PRESIDENT AND CEO AT LEAST MONTHLY AND, FOLLOWING EACH MEETING, THE E.C. MEETS IN CLOSED SESSION. AT LEAST ONCE ANNUALLY, THE E.C. REVIEWS THE PERFORMANCE OF THE CEO AND THE ORGANIZATION. THIS MEETING GENERALLY TAKES PLACE DURING BUDGET DISCUSSIONS. AT THAT MEETING, THE E.C. DETERMINES THE SALARY LEVEL OF THE CEO FOR THE COMING YEAR. THIS PROCESS MOST RECENTLY TOOK PLACE IN OCTOBER 2021. THE PRESIDENT & CEO'S SALARY LEVEL IS DETERMINED BY THE E.C., BASED ON DATA IT BELIEVES IS SUFFICIENT TO SUBSTANTIATE IT. THIS MAY INCLUDE INDEPENDENT SALARY STUDIES OR DATA FROM SALARY SURVEYS. FOR THE LEADERSHIP TEAM (L.T.), PERFORMANCE REVIEWS ARE COMPLETED ANNUALLY AND SALARY LEVELS ARE SET ACCORDINGLY. THE PRESIDENT & CEO SIGNS OFF ON ALL L.T. SALARIES. THE BOARD OF TRUSTEES APPROVES AN OVERALL BUDGET, WHICH INCLUDES A POOL FOR SALARY INCREASES. ON OCCASION, BOMI INTERNATIONAL CONDUCTS AN EXTERNAL SALARY REVIEW TO COMPARE SALARIES TO OTHER NOT-FOR-PROFIT COMPANIES OF SIMILAR SIZE. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. 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 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 BOMI CERTIFICATION INC D 924108 ACTUAL BOMA INTERNATIONAL E 500000 ACTUAL BOMA INTERNATIONAL L 9861 ACTUAL BOMA INTERNATIONAL Q 31790 ACTUAL BOMA INTERNATIONAL S 500000 ACTUAL BOMA INTERNATIONAL R 25671 ACTUAL