CONNEX: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CONNEX (EIN 75-2611922)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202423099349301837
- Schema version
- 2023v5.1
- 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 | 2024-11-04T13:14:12-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752611922 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNEX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 9722319810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 LAS COLINAS BLVD E 100 | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM M YANEK | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9722319810 | PhoneNum |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKE | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNEXFM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM M YANEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 LAS COLINAS BLVD E 100 | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,397,922 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CONNEXFM.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO GIVE MEMBERS A COMPETITIVE ADVANTAGE IN MULTI-SITE FACILITIES MANAGEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 317 | TotalVolunteersCnt |
| Total Gross UBI | $278,412 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $88,594 | PYContributionsGrantsAmt |
| CY Contributions Grants | $497,072 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,405,165 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,503,427 | CYProgramServiceRevenueAmt |
| PY Investment Income | $111,914 | PYInvestmentIncomeAmt |
| CY Investment Income | $86,210 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,187 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,612,860 | PYTotalRevenueAmt |
| CY Total Revenue | $7,086,709 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $205 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,196,809 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,516,252 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,942,386 | PYOtherExpensesAmt |
| CY Other Expenses | $4,680,382 | CYOtherExpensesAmt |
| PY Total Expenses | $6,139,400 | PYTotalExpensesAmt |
| CY Total Expenses | $7,196,834 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$526,540 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$110,125 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,513,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,123,936 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,593,122 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,904,653 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,920,602 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,219,283 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AUTHORITY ON RETAIL & MULTI-SITE FACILITIES MANAGEMENT & LEADING MEMBERSHIP ORGANIZATION FOR FMS & SUPPLIER PROFESSIONALS. EMPOWERS THE FACILITIES MANAGEMENT PROFESSIONALS WITH BEST PRACTICES, BENCHMARKING, EDUCATION, DISCUSSION FORUMS & TRUSTED PARTNERSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | HOSTED NATIONAL CONFERENCE FOR MULTI-SITE AND SUPPLIER MEMBERS. THE NATIONAL CONFERENCE PROVIDED EDUCATIONAL CONTENT AND TRADE SHOW SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDED OTHER PROGRAM SERVICES CONSISTING OF ON-LINE EDUCATIONAL CONTENT, PUBLISHED EDUCATIONAL CONTENT, AND SMALL GROUP EVENTS TO ENHANCE COLLABORATION BETWEEN MULTI-SITE MEMBERS AND SUPPLIERS TO SERVE THE MISSION OF THE ORGANIZATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HOSTED MID-YEAR CONFERENCE FOR MULTI-SITE AND SUPPLIER MEMBERS. THE MID-YEAR CONFERENCE PROVIDED EDUCATIONAL CONTENT AND TRADE SHOW SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VENTURITY ACCOUNTING SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9726920380 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14841 DALLAS PKWY | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| TONY DISPIRITO | |||||||||
| CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SID SHETTY | |||||||||
| VICE CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KURT GNESSIN | |||||||||
| TREASURER | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AMANDA STEPHEN | |||||||||
| SECRETARY | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA BACIGALUPO | |||||||||
| IMMEDIATE PAST CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE BARNES | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM ORYSZCZAK | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH JONES | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PRINCE REED | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX DIPIETRO | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RYAN BECK | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK CONSIGNY | |||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL ZOLTON | |||||||||
| MULTI-SITE 1ST ALTERNATIVE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON MILLER | |||||||||
| MULTI-SITE 2ND ALTERNATIVE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER JERNIGAN | |||||||||
| SUPPLIER ALTERNATE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM M YANEK | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | $262,891 | $0 | $7,222 | |||
| LEEANN NORTON | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | $187,419 | $0 | $20,763 | Yes (X) | |||
| JULIE DAWN BOGGS | |||||||||
| VP, MEMBERSHIP DEVELOPMENT | 40.00 | 0.00 | $149,776 | $0 | $31,284 | Yes (X) | |||
| BROOKE MARIE COWART | |||||||||
| VP, CONTENT & RESOURCES | 40.00 | 0.00 | $115,996 | $0 | $2,485 | Yes (X) | |||
| WILLIAM CARY RICHMOND | |||||||||
| DIRECTOR, CONTENT & RESOURCES | 40.00 | 0.00 | $104,416 | $0 | $14,481 | Yes (X) | |||
| GINGER LENA HAYWARD | |||||||||
| DIRECTOR, GLOBAL MEETINGS & EVENTS | 40.00 | 0.00 | $102,012 | $0 | $12,897 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $922,510 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $89,132 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GLC | |||||
| 1 W HARRIS AVE SUITE 2C | LA GRANGE | IL | 60525 | DIGITAL CONTENT CREATION | $169,355 |
| SHEPARD EXPOSITION SERVICES | |||||
| 1424 HILLS PLACE | ATLANTA | GA | 30318 | EXPOSITION SERVICES | $168,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $492,283 | GovernmentGrantsAmt |
| All Other Contributions | $4,789 | AllOtherContributionsAmt |
| Total Contributions | $497,072 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCES AND EDUCATION | 611430 | $5,223,247 | $5,223,247 | |
| MEMBERSHIP DUES | 611430 | $1,001,768 | $1,001,768 | |
| PUBLICATION ADVERTISING | 541800 | $278,412 | $278,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,503,427 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,923 | TotalRevenueColumnAmt |
| Exclusion | $114,923 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,282,500 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,311,213 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$28,713 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,713 | TotalRevenueColumnAmt |
| Exclusion | -$28,713 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,086,709 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,225,015 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $278,412 | UnrelatedBusinessRevenueAmt |
| Exclusion | $86,210 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,294 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,823,340 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,739 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,879 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,017 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,850 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,162 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,075 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,868 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,781 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,209 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,979 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,261 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,490,491 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,476 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,469 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FM GRANT / HOSTED BUYER | $148,968 |
| TAXES AND LICENSES | $6,607 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,169 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,196,834 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700 | BOYAmt |
| EOY | $14,500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,836 | BOYAmt |
| EOY | $991,856 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,667 | BOYAmt |
| EOY | $71,640 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,876 | BOYAmt |
| EOY | $333,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $491,258 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $237,701 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,652 | BOYAmt |
| EOY | $253,557 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,105,878 | BOYAmt |
| EOY | $4,538,773 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,403 | BOYAmt |
| EOY | $9,403 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,085,712 | BOYAmt |
| EOY | $911,205 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,513,724 | BOYAmt |
| EOY | $7,123,936 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,179 | BOYAmt |
| EOY | $224,033 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,505,944 | BOYAmt |
| EOY | $3,467,649 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,800 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,199 | BOYAmt |
| EOY | $1,212,971 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,593,122 | BOYAmt |
| EOY | $4,904,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,920,602 | BOYAmt |
| EOY | $2,219,283 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,920,602 | BOYAmt |
| EOY | $2,219,283 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,513,724 | BOYAmt |
| EOY | $7,123,936 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$110,125 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $408,806 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $392,757 | OtherCostOrOtherBasisAmt |
| Depreciation | $157,738 | DepreciationAmt |
| Book Value | $235,019 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,501 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,963 | DepreciationAmt |
| Book Value | $18,538 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $253,557 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET | $879,579 |
| SECURITY DEPOSIT | $31,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $911,205 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $1,212,971 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,212,971 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CONNEXFM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE ("IRC") OF 1986, AS AMENDED, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(6) OF THE IRC. HOWEVER, INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE ASSOCIATION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, THE TAX OWED ON UNRELATED BUSINESS ACTIVITIES WAS $0. THE ASSOCIATION IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN NOT CRITERION OF FASB ASK TOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE COMBINED FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE COMBINED STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS OR ACCRUED IN THE COMBINED STATEMENTS OF FINANCIAL POSITION. THE ASSOCIATION'S INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM M YANEK | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $252,762 | $0 | $10,129 | $0 | $0 | $0 | $7,222 | $0 | $0 | $0 | $270,113 | $0 | $0 | $0 |
| LEEANN NORTON | ||||||||||||||
| CHIEF OPERATING OFFICER | $179,627 | $0 | $7,792 | $0 | $0 | $0 | $5,325 | $0 | $15,438 | $0 | $208,182 | $0 | $0 | $0 |
| JULIE DAWN BOGGS | ||||||||||||||
| VP, MEMBERSHIP DEVELOPMENT | $143,222 | $0 | $6,554 | $0 | $0 | $0 | $4,257 | $0 | $27,027 | $0 | $181,060 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | AN EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD. IT HAS AUTHORITY TO PROVIDE DIRECTION TO THE CEO WITH RESPECT TO MATTERS THAT THE BYLAWS REQUIRE VOTE OF MEMBERSHIP OR VOTE OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 3 | GLEN KATLEIN, AN INDEPENDENT CFO CONSULTANT, PROVIDES CFO LEADERSHIP ON A PART-TIME 1099 BASIS. COMPENSATION AMOUNTED TO $36,225. |
| FORM 990, PART VI, SECTION A, LINE 6 | THERE SHALL BE SEVEN (7) CLASSES OF MEMBERSHIP IN THE ASSOCIATION: MULTI-SITE CORPORATE, SUPPLIER CORPORATE, PROFESSIONAL SERVICES CORPORATE, EDUCATIONAL CORPORATE, EDUCATIONAL INDIVIDUAL, STUDENT INDIVIDUAL, AND MULTI-SITE INDIVIDUAL. MULTI-SITE CORPORATE MEMBERSHIP IS OPEN TO COMPANIES EMPLOYING MULTI-SITE FACILITIES MAINTENANCE MANAGEMENT AND NONMANAGEMENT, AND TO MULTI-SITE PROPERTY FIRMS INCLUDING PROPERTY OWNERS, LANDLORDS AND DEVELOPERS WHO MANAGE MULTI-SITE FACILITIES. INDIVIDUALS EMPLOYED BY COMPANIES PROVIDING PRODUCTS OR SERVICES OF ANY KIND WHATSOEVER TO MULTI-SITE CORPORATE MEMBERS, EXCEPT AS LANDLORD OR PROPERTY OWNER, ARE INELIGIBLE FOR MULTI-SITE CORPORATE MEMBERSHIP. MEMBERSHIP IS OPEN TO MORE THAN ONE DESIGNEE EMPLOYED AT THE SAME COMPANY; PROVIDED, HOWEVER, THERE SHALL BE UP TO TWO (2) VOTING MEMBERS PER COMPANY. THE BOARD MAY, AT ITS DISCRETION, ESTABLISH OR ALTER CATEGORIES, THE NUMBER OF VOTES ALLOTTED TO EACH MEMBER, AND A PRICING STRUCTURE WITHIN THE MULTI-SITE CORPORATE MEMBERSHIP CLASS. SUPPLIER CORPORATE MEMBERSHIP IS OPEN TO MANUFACTURERS, VENDORS, DEALERS AND DISTRIBUTORS OF MULTI-SITE FACILITY RELATED PRODUCTS OR SERVICES AND PROPERTY MANAGERS AND DEVELOPERS OF MULTI-SITE PROPERTIES WHO PROVIDE PRODUCTS AND SERVICES TO MULTI-SITE CORPORATE MEMBERS. MEMBERSHIP IS OPEN TO MORE THAN ONE DESIGNEE EMPLOYED AT THE SAME COMPANY; PROVIDED, HOWEVER, THERE SHALL BE UP TO TWO (2) VOTING MEMBERS PER COMPANY. THE BOARD MAY, AT ITS DISCRETION, ESTABLISH OR ALTER CATEGORIES, THE NUMBER OF VOTES ALLOTTED TO EACH MEMBER, AND A PRICING STRUCTURE WITHIN THE SUPPLIER CORPORATE MEMBERSHIP CLASS. PROFESSIONAL SERVICES CORPORATE MEMBERSHIP IS OPEN TO ARCHITECTS, CONSULTANTS, AND ENGINEERS WHO PROVIDE SERVICES TO MULTI-SITE CORPORATE MEMBERS OR SUPPLIER CORPORATE MEMBERS. THIS EXCLUDES LANDLORDS, PROPERTY OWNER, PROPERTY MANAGERS OR COMPANIES DESIGNATED TO REPRESENT, OR AGENTS OF, MULTI-SITE CORPORATE MEMBERS. MEMBERSHIP IS OPEN TO MORE THAN ONE DESIGNEE EMPLOYED AT THE SAME COMPANY; PROVIDED, HOWEVER, THERE SHALL BE UP TO TWO (2) VOTING MEMBERS PER COMPANY. THE BOARD MAY, AT ITS DISCRETION, ESTABLISH OR ALTER CATEGORIES, THE NUMBER OF VOTES ALLOTTED TO EACH MEMBER, AND A PRICING STRUCTURE WITHIN THE PROFESSIONAL SERVICES CORPORATE MEMBERSHIP CLASS. EDUCATIONAL CORPORATE MEMBERSHIP IS OPEN TO ORGANIZATIONS ENGAGED IN EDUCATING STUDENTS IN FACILITIES MANAGEMENT, CONSTRUCTION, AND SKILLED TRADES. INDIVIDUALS EMPLOYED BY ORGANIZATIONS PROVIDING PRODUCTS OR SERVICES OF ANY KIND WHATSOEVER TO MULTI-SITE CORPORATE MEMBERS ARE INELIGIBLE FOR EDUCATIONAL CORPORATE MEMBERSHIP. MEMBERSHIP IS OPEN TO MORE THAN ONE DESIGNEE EMPLOYED AT THE SAME ORGANIZATION; PROVIDED, HOWEVER, THERE SHALL BE UP TO TWO (2) VOTING MEMBERS PER ORGANIZATION. THE BOARD MAY, AT ITS DISCRETION, ESTABLISH CATEGORIES, VOTING MEMBER ALLOTMENT, AND A PRICING STRUCTURE WITHIN THE EDUCATIONAL CORPORATE MEMBERSHIP CLASS. INDIVIDUAL MEMBERSHIP IS OPEN TO ANY PERSON EMPLOYED IN A MULTI-SITE FACILITIES MAINTENANCE MANAGEMENT OR NONMANAGEMENT POSITION AT AN ORGANIZATION THAT IS NOT ALREADY A CONNEXFM CORPORATE MEMBER; ANY PERSON EMPLOYED AT AN ORGANIZATION ENGAGED IN EDUCATING STUDENTS IN FACILITIES MANAGEMENT, CONSTRUCTION, AND SKILLED TRADES; OR ANY PERSON ENROLLED IN AN EDUCATIONAL INSTITUTION OR PROGRAM FOCUSED ON FACILITIES MANAGEMENT, CONSTRUCTION, AND/OR SKILLED TRADES. ANY PERSON EMPLOYED BY AN ORGANIZATION PROVIDING PRODUCTS OR SERVICES OF ANY KIND WHATSOEVER TO MULTI-SITE CORPORATE MEMBERS IS INELIGIBLE FOR INDIVIDUAL MEMBERSHIP. THERE SHALL BE UP TO ONE (1) VOTING MEMBER PER INDIVIDUAL MEMBER. THE BOARD MAY, AT ITS DISCRETION, ESTABLISH CATEGORIES, AND A PRICING STRUCTURE WITHIN THE INDIVIDUAL MEMBERSHIP CLASS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ELECTION OF BOARD MEMBERS REQUIRES VOTE OF ORGANIZATION MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FILING OF FORM 990 IS IN CONJUNCTION WITH THE AUDIT INVESTMENT COMMITTEE DELEGATED AUTHORITY TO ACT ON BEHALF OF THE BOARD WITH RESPECT TO AUDITED FINANCIAL STATEMENTS AND RELATED TAX FILINGS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN THE BOARD IS TO DECIDE AN ISSUE ABOUT WHICH A BOARD MEMBER HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THAT BOARD MEMBER SHALL DISCLOSE THE CONFLICT TO THE BOARD AND ABSENT HERSELF OR HIMSELF WITHOUT COMMENT FROM NOT ONLY THE VOTE, BUT ALSO FROM THE DELIBERATION. A CONFLICTING INTEREST EXISTS WHEN A BOARD MEMBER OR A RELATED PARTY HAS A BENEFICIAL FINANCIAL INTEREST IN THE TRANSACTION OF SUFFICIENT SIGNIFICANCE THAT IT WOULD REASONABLY BE EXPECTED TO EXERT AN INFLUENCE ON THAT BOARD MEMBER'S JUDGEMENT IF HE OR SHE WERE CALLED UPON TO VOTE ON THE MATTER. RELATED PARTIES INCLUDE THE BOARD MEMBER'S SPOUSE, PARENTS, CHILDREN, SIBLINGS, SIBLINGS OF THE PARENT OR SPOUSE, AND ALL OTHER PERSONS OR ENTITIES IN WHICH THE BOARD MEMBER HAS AN INTEREST, PARTNER, AGENT, OR EMPLOYEE, OR EXERTS CONTROL OF INFLUENCE, EITHER DIRECTLY OR INDIRECTLY. IN CASE OF A DISPUTE REGARDING THE EXISTENCE OF A REAL OR PERCEIVED CONFLICT OF INTEREST, THE BOARD SHALL VOTE AS TO WHETHER A CONFLICT IS PRESENT, AND THE VOTE OF THE BOARD SHALL BE FINAL. THE INDIVIDUAL WITH THE POTENTIAL CONFLICT OF INTEREST SHALL NOT VOTE. BOARD MEMBERS WILL, PRIOR TO TAKING OFFICE AND ANNUALLY THEREAFTER, COMPLETE AND SUBMIT TO THE CEO A CONFLICT OF INTEREST DISCLOSURE STATEMENT, DISCLOSING THEIR INVOLVEMENTS AND INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST INCLUDING, BUT NOT LIMITED TO THEIR INVOLVEMENT OR THOSE OF FAMILY MEMBERS, AS DIRECTORS OR OFFICERS OF OTHER ORGANIZATIONS WITH VENDORS OR OTHER AFFILIATIONS WITH OTHER ENTITIES THAT MIGHT REASONABLY BE PERCEIVED AS A CONFLICT. BOARD MEMBERS WILL PROMPTLY UPDATE THEIR DISCLOSURES IF, DURING THE YEAR, A MATERIAL CHANGE IN CIRCUMSTANCES SHOULD OCCUR. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE REVIEWS THE SALARY AND BONUS COMPENSATION OF THE CEO ANNUALLY. THE COMMITTEE REFERENCED COMPENSATION BENCHMARK DATA FROM THE EXECUTIVE RECRUITER PROVIDED DURING HIRING THE CEO IN 2019. THE COMMITTEE CONSIDERS PRUDENT MERIT ADJUSTMENTS ANNUALLY SUBSEQUENT TO ESTABLISHING THE STARTING SALARY BASED ON COMPETITIVE BENCHMARK DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE BOARD, OR ITS APPOINTED DESIGNEE, SHALL EACH YEAR SELECT AND EMPLOY AN INDEPENDENT PUBLIC ACCOUNTING FIRM WHOSE DUTY IT SHALL BE TO AUDIT THE BOOKS AND RECORDS OF THE ASSOCIATION AT LEAST ONCE PER YEAR. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNEX FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 LAS COLINAS BLVD E | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750395509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820663896 | EIN |
| Primary Activities | EDUCATION, TRAINING, VOLUNTEERING FOR FM ORGS | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNEX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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