SIOR FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SIOR FOUNDATION (EIN 52-0808480)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-05-10
- IRS object ID
- 202221309349300917
- Schema version
- 2020v4.2
- 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 | 2022-05-10T08:17:36-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N GLEBE RD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520808480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIOR | BusinessNameControlTxt |
| Phone | 2024498208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW NO 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH KOENST | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2024498208 | PhoneNum |
| Signature | 2022-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | KOENST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J ANDREW SMITH | PreparerPersonNm |
| PTIN | P00635175 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2022-04-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH KOENST | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW NO 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,000,369 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SIORFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, ENHANCE & EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 43 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $387,983 | PYContributionsGrantsAmt |
| CY Contributions Grants | $348,596 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $222,170 | PYInvestmentIncomeAmt |
| CY Investment Income | $129,802 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,312 | PYOtherRevenueAmt |
| CY Other Revenue | $1,039 | CYOtherRevenueAmt |
| PY Total Revenue | $611,465 | PYTotalRevenueAmt |
| CY Total Revenue | $479,437 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $232,638 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $217,975 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $49,901 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,149 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $37,601 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $142,274 | PYOtherExpensesAmt |
| CY Other Expenses | $116,333 | CYOtherExpensesAmt |
| PY Total Expenses | $424,813 | PYTotalExpensesAmt |
| CY Total Expenses | $389,457 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $186,652 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $89,980 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,314,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,527,340 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $84,309 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,390 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,229,699 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,478,950 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROMOTE AND SUPPORT INITIATIVES THAT EDUCATE, ENHANCE AND EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $108,173 | ExpenseAmt |
| Grant | $106,000 | GrantAmt |
| Revenue | $1,039 | RevenueAmt |
| Desc | GRANTS TO SIOR AND NON-PROFIT ORGANIZATIONS FOR SUPPORT OF REAL ESTATE EDUCATION AND LEADERSHIP TRAINING: TO SUPPORT COMMERCIAL REAL ESTATE ARTICLES IN A QUARTERLY PUBLICATION THAT REACHED OVER 4,000 PROFESSIONALS PER ISSUE IN CIRCULATION. TO SUPPORT HIGH QUALITY TRAINING THAT ENHANCES PROFESSIONAL AND PERSONAL LEADERSHIP SKILLS OF CORPORATE REAL ESTATE PROFESSIONALS IN MANUFACTURING AND INDUSTRIAL ASSET MANAGEMENT INDUSTRY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $87,845 | ExpenseAmt |
| Grant | $86,079 | GrantAmt |
| Desc | SIOR CHAPTER MATCHING SCHOLARSHIP PROGRAM: TO ENCOURAGE AND ASSIST THE BEST AND BRIGHTEST STUDENTS STUDYING COMMERCIAL REAL ESTATE. SUPPORTED 19 SIOR CHAPTERS IN THE U.S. AND SUPPORTING 50+ STUDENTS AT 28 EDUCATIONAL INSTITUTIONS AROUND THE U.S. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,120 | ExpenseAmt |
| Grant | $17,756 | GrantAmt |
| Desc | SIOR CHAPTER MATCHING EDUCATIONAL SPEAKERS AND COMMUNITY PROGRAMS: TO ASSIST SIOR CHAPTERS IN EDUCATING COMMERCIAL REAL ESTATE PROFESSIONALS AND INDUSTRY STAKEHOLDERS, AND TO ENHANCE PUBLIC EDUCATION, UNDERSTANDING, AND AWARENESS OF THE INDUSTRY. SUPPORTED 2 SIOR CHAPTERS AND 2 REGIONS AROUND THE U.S., CANADA, TO PROVIDE 4 COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS WITH LEADING INDUSTRY EXPERT SPEAKERS THAT IMPACTED OVER 1,400 COMMERCIAL REAL ESTATE PROFESSIONALS AND STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $9,034 | $8,040 | MILDRED C. HANSON, SIOR MEMORIAL SCHOLARSHIP PROGRAM: TO ENCOURAGE AND ASSIST FEMALE STUDENTS IN OBTAINING AN EDUCATION THAT WILL LEAD THEM INTO PRODUCTIVE CAREERS IN THE REAL ESTATE INDUSTRY. |
| $210 | DAVID T. HOUSTON, JR. SIOR MEMORIAL SCHOLARSHIP PROGRAM: TO ENCOURAGE, PROMOTE, AND SUPPORT ADULT CONTINUING EDUCATION IN COMMERCIAL REAL ESTATE. | |
| $103 | $100 | STUDENT REAL ESTATE EXPERIENCE PROGRAM: TO PROVIDE A PROGRAM THAT WILL ENABLE UNDERGRADUATE AND GRADUATE STUDENTS TO ATTEND INDUSTRY WIDE CONFERENCES AS WELL AS REGIONAL AND CHAPTER EVENTS IN ORDER TO PROMOTE THE COMMERCIAL REAL ESTATE INDUSTRY AS A VIABLE AND EXCITING CAREER OPTION TO POTENTIAL PROFESSIONALS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,347 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $8,140 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $223,485 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CORRINE NOWAK | PersonNm |
| Phone | 2024498208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW SUITE 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| ALBERT M MCNEEL | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD SLEASMAN | |||||||
| PRESIDENT-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA JOHNSON | |||||||
| VICE PRESIDENT, CHAIR - PUBLIC RELATIONS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STAN KLEWENO | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER W CURTIS | |||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER O HANSON | |||||||
| CHAIR - ADVISORY COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE KONIGSBERG | |||||||
| CHAIR - GRANT & SCHOLARSHIP | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL GINDER | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID B HAGAN | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| J PETER WHATMORE | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| H ALLEN GUMP | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LYNN E REICH | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH V BARNA | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| AARON BARNARD | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN J CROWLEY | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA J LOVEALL | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J STANIFORTH | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL W OHMES | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS E MCCORMICK | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL WALKER | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ADRIAN ARRIAGA | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL J DOHERTY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER KIRK | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TERRY E SMITH | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL FALK | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID L SCHILLER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JACK O'DONOGHUE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HORN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| D SHELDON JOHNSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KRAIG HEETER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS GARCIA | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JESSE LAIKIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL R CAPOBIANCO | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GARRY N BOBKE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM HANSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NANCY MORSE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PETER RICHARDSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW R OLSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN T BARKER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM A BURGESS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J DIKMAN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK B GOODE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW LEGUEN DE LACROIX | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HAMMOND | |||||||
| EXECUTIVE DIRECTOR | 1.90 | Yes (X) | $0 | $258,966 | $46,060 | 40.00 | |
| ELIZABETH KOENST | |||||||
| EXECUTIVE DIRECTOR, AS OF 04/21 | 1.90 | Yes (X) | $0 | $155,164 | $37,828 | 40.00 | |
| CORRINE NOWAK | |||||||
| DIRECTOR | 20.00 | Yes (X) | $0 | $79,506 | $29,512 | 20.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $493,636 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $113,400 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $348,596 | AllOtherContributionsAmt |
| Total Contributions | $348,596 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,635 | TotalRevenueColumnAmt |
| Exclusion | $93,635 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $557,099 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $520,932 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,167 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,167 | TotalRevenueColumnAmt |
| Exclusion | $36,167 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIP ADMIN FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $1,039 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,039 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,039 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $479,437 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,039 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $129,802 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,583 | TotalAmt |
| Program Services | $207,583 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,040 | TotalAmt |
| Program Services | $8,040 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,352 | TotalAmt |
| Program Services | $2,352 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,010 | TotalAmt |
| Program Services | $3,184 | ProgramServicesAmt |
| Management And General | $18,510 | ManagementAndGeneralAmt |
| Fundraising | $7,316 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,565 | TotalAmt |
| Program Services | $1,005 | ProgramServicesAmt |
| Management And General | $9,501 | ManagementAndGeneralAmt |
| Fundraising | $2,059 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,574 | TotalAmt |
| Program Services | $282 | ProgramServicesAmt |
| Management And General | $2,683 | ManagementAndGeneralAmt |
| Fundraising | $609 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,168 | TotalAmt |
| Management And General | $1,168 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,910 | TotalAmt |
| Management And General | $37,910 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,277 | TotalAmt |
| Management And General | $33,277 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,973 | TotalAmt |
| Management And General | $3,973 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,284 | TotalAmt |
| Management And General | $2,440 | ManagementAndGeneralAmt |
| Fundraising | $4,844 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $847 | TotalAmt |
| Management And General | $847 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463 | TotalAmt |
| Management And General | $463 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80 | TotalAmt |
| Management And General | $74 | ManagementAndGeneralAmt |
| Fundraising | $6 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,222 | TotalAmt |
| Management And General | $2,222 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| NON-EVENT FUNDRAISING E | $22,767 | $22,767 | |
| PR PRINTING MATERIALS | $5,000 | $5,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,342 | TotalAmt |
| Program Services | $1,039 | ProgramServicesAmt |
| Management And General | $303 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,457 | TotalAmt |
| Program Services | $223,485 | ProgramServicesAmt |
| Management And General | $128,371 | ManagementAndGeneralAmt |
| Fundraising | $37,601 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,125 | BOYAmt |
| EOY | $50,799 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,080 | BOYAmt |
| EOY | $137,039 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $6,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,442 | BOYAmt |
| EOY | $3,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $56,569 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,791 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $7,778 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,129,953 | BOYAmt |
| EOY | $7,306,481 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,408 | BOYAmt |
| EOY | $15,716 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,314,008 | BOYAmt |
| EOY | $7,527,340 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,084 | BOYAmt |
| EOY | $16,481 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,085 | BOYAmt |
| EOY | $19,579 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,140 | BOYAmt |
| EOY | $12,330 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,309 | BOYAmt |
| EOY | $48,390 | 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 | $5,624,824 | BOYAmt |
| EOY | $6,855,614 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604,875 | BOYAmt |
| EOY | $623,336 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,229,699 | BOYAmt |
| EOY | $7,478,950 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,314,008 | BOYAmt |
| EOY | $7,527,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $89,980 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,159,271 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $330,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $373,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $387,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $348,596 | CurrentTaxYearAmt |
| Total | $1,798,873 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $330,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $373,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $387,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $348,596 | CurrentTaxYearAmt |
| Total | $1,798,873 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $32,524 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,766,349 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,408 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,440 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,635 | CurrentTaxYearAmt |
| Total | $403,927 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,039 | CurrentTaxYearAmt |
| Total | $6,517 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,209,317 | TotalSupportAmt |
| Public Support CY170 | 0.79950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, SECTION B, LINE 10: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP FUNDS' ADMINISTRATION FEES. THE FOUNDATION ASSESSES AN ANNUAL ADMINISTRATION FEE EQUAL TO 15% OF THE RESPECTIVE FUNDS' INVESTMENT INTEREST AS OF FISCAL YEAR-END FROM EACH OF THE MILDRED C. HANSON, SIOR MEMORIAL SCHOLARSHIP FUND; THE DAVID T. HOUSTON JR. SIOR MEMORIAL SCHOLARSHIP FUND. | ExplanationTxt |
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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,569 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,791 | DepreciationAmt |
| Book Value | $7,778 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,778 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO SIOR | Desc |
| Amt | $12,330 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,330 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,640,040 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,159,271 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $34,609 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,193,880 | RevenueNotReportedAmt |
| Revenue Subtotal | $446,160 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $33,277 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $33,277 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $479,437 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $390,789 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $34,609 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $34,609 | ExpensesNotReportedAmt |
| Expenses Subtotal | $356,180 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $33,277 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $33,277 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $389,457 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. DURING FISCAL YEARS 2021 AND 2020, THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN ACCRUED IN THESE FINANCIAL STATEMENTS. THE FOUNDATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS, AND ITS TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|---|
| SIOR MINNESOTA CHAPTER | |||||||||
| 225 S 6TH STREET SUITE 4760 | MINNEAPOLIS | MN | 55402 | 270683839 | $9,000 | N/A | N/A | TO SUPPORT THREE STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. | |
| SIOR HOUSTONGULF COAST CHAPTER | |||||||||
| 1233 WEST LOOP SOUTH SUITE 900 | HOUSTON | TX | 77027 | 582667155 | $6,000 | N/A | N/A | TO SUPPORT THREE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. | 501(C)(6) |
| SIOR CAROLINAS CHAPTER | |||||||||
| 23 OAK BRANCH DR | GREENSBORO | NC | 27407 | 561304185 | $18,005 | N/A | N/A | TO SUPPORT STUDENTS ENROLLED AT TWO ACCREDITED MRE PROGRAMS; TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS. | 501(C)(6) |
| SIOR ST LOUIS CHAPTER | |||||||||
| 7700 FORSYTH BLVD SUITE 900 | ST LOUIS | MO | 63105 | 431389713 | $6,000 | N/A | N/A | TO SUPPORT THREE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. | 501(C)(6) |
| SIOR CONNECTICUT CHAPTER | |||||||||
| 103 MILL PLAIN RD | DANBURY | CT | 06811 | 472479704 | $6,000 | N/A | N/A | TO SUPPORT FIVE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. | 501(C)(6) |
| SIOR PHILADELPHIA CHAPTER | |||||||||
| 500 NORTH 12TH ST | LEMOYNE | PA | 17043 | 237182740 | $6,000 | N/A | N/A | TO SUPPORT THREE STUDENTS STUDYING AT THREE ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. | 501(C)(6) |
| SOCIETY OF INDUSTRIAL AND OFFICE REALTORS | |||||||||
| 1201 NEW YORK AVENUE NW SUITE 350 | WASHINGTON | DC | 20005 | 530184820 | $66,000 | N/A | N/A | TO SUPPORT INFORMATIVE ARTICLES ON TIMELY, RELEVANT TOPICS IN COMMERCIAL REAL ESTATE AND TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS. | 501(C)(6) |
| REAL ESTATE EXECUTIVE COUNCIL | |||||||||
| 330 N WABASH AVE 23RD FL | CHICAGO | IL | 60611 | 830351380 | $25,000 | N/A | N/A | TO SUPPORT SUMMER ACADEMIC PROGRAM FOR UNDERSERVED AND DISADVANTAGED HIGH SCHOOL STUDENTS | 501(C)(6) |
| SIOR NORTH TEXAS CHAPTER | |||||||||
| 5950 BERKSHIRE LN SUITE 500 | DALLAS | TX | 75225 | 472225107 | $8,250 | N/A | N/A | TO SUPPORT TEN STUDENTS STUDYING AT THREE ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. | 501(C)(6) |
| THE GOLDIE INITIATIVE | |||||||||
| 485 HALF DAY ROAD SUITE 350 | BUFFALO GROVE | IL | 60089 | 474018659 | $15,000 | N/A | N/A | TO SUPPORT PROGRAM DEDICATED TO REDEFINING THE COMMERCIAL REAL ESTATE INDUSTRY BY ELEVATING AND ADVANCING THE CAREERS OF WOMEN WITH HIGH POTENTIAL. | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $8,000 | CashGrantAmt |
| Non Cash Assistance | $40 | NonCashAssistanceAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Non Cash Assistance | REGISTRATION FEE | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUIRES EITHER AN APPLICATION FOR REIMBURSEMENT OF FUNDS AWARDED TO SCHOLARSHIP RECIPIENTS OR USED IN PROGRAM EXPENSES INCLUDING PROOF OF RECEIPTS, SCHOLARSHIP APPLICATIONS OR PROMOTIONAL MATERIALS, OR PLANS SHOWING DETERMINED AWARD RECIPIENTS, SCHOLARSHIP PROGRAM DETAILS, AND ANTICIPATED DATE OF AWARDS ANNOUNCEMENTS. THE FOUNDATION ALSO REQUIRES PROGRESS/STATUS REPORTS AND FINANCIAL REPORTS DURING AND AFTER PHASES OF GRANT DISTRIBUTION. ALL GRANTS INFORMATION IS SHARED WITH AND REVIEWED BY THE BOARD OF TRUSTEES SEMI-ANNUALLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT HAMMOND | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $234,121 | $0 | $23,187 | $0 | $1,658 | $0 | $22,241 | $0 | $23,819 | $0 | $305,026 | $0 | $0 |
| ELIZABETH KOENST | ||||||||||||||
| EXECUTIVE DIRECTOR, AS OF 04/21 | $0 | $143,640 | $0 | $11,491 | $0 | $33 | $0 | $14,364 | $0 | $23,464 | $0 | $192,992 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR THE PURPOSES OF DETERMINING COMPENSATION. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: EXECUTIVE COMMITTEE (IN LIEU OF A COMPENSATION COMMITTEE), WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY BOARD OR EXECUTIVE COMMITTEE. |
| PART VII, SECTION A, LINE 1A: | EMPLOYEES ARE SHARED WITH THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR (SIOR) AND THEREFORE, THE COMPENSATION IS PAID BY SIOR. SIOR DONATES HOURS FROM THE EXECUTIVE DIRECTOR; THEIR TIME IS CONSIDERED AS AN IN-KIND DONATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, PRESIDENT-ELECT, FIRST VICE PRESIDENT, TREASURER, THE IMMEDIATE PAST PRESIDENT, AND THE CHAIRS OF THE REMAINING STANDING COMMITTEES. THE EXECUTIVE COMMITTEE SHALL BE CHAIRED BY THE PRESIDENT AND SHALL PERFORM THE DAY-TO-DAY MANAGEMENT OF THE CORPORATION AND SHALL FORMULATE POLICY TO PROPOSE FOR ACTION TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 2 | DAVID B. HAGAN, BARBARA JOHNSON, J. PETER WHATMORE, RICHARD SLEASMAN WORK FOR THE SAME COMPANY. DANIEL J. DOHERTY, H. ALLEN GUMP, CHRISTOPHER KIRK, LYNN E. REICH, TERRY E. SMITH, MICHAEL FALK WORK FOR THE SAME COMPANY. AARON BARNARD, MIKE OHMES, DAVID SCHILLER WORK FOR THE SAME COMPANY. KRAIG HEETER, PATRICIA J. LOVEALL WORK FOR THE SAME COMPANY. CHRIS GARCIA, JESSE LAIKIN WORK FOR THE SAME COMPANY. GARRY BOBKE, ROBERT STANIFORTH, PETER HANSON AND WILLIAM HANSON WORK FOR THE SAME COMPANY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY MANAGEMENT AND TREASURER THEN PRESENTED TO ENTIRE BOARD TO REVIEW AND APPROVE BEFORE FILING WITH IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION ADOPTED A DOCUMENT RETENTION AND DESTRUCTION POLICY, A WHISTLEBLOWER POLICY, A CODE OF CONDUCT, AND A CONFLICT-OF-INTEREST POLICY. THESE ARE PRESENTED AND REVIEWED SEMI-ANNUALLY AT BOARD MEETINGS. ALL TRUSTEES AND OFFICERS RECEIVE ANNUALLY A CONFLICT OF INTEREST/STATEMENT OF DISCLOSURE AND CONFLICT OF INTEREST QUESTIONNAIRE THAT ALL ARE REQUIRED TO COMPLETE AND SUBMIT TO THE SIOR FOUNDATION OFFICE. THE DISCLOSURES ARE KEPT ON FILE AND USED TO MAKE REQUIRED DISCLOSURES ON THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR THE PURPOSES OF DETERMINING COMPENSATION. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: EXECUTIVE COMMITTEE (IN LIEU OF A COMPENSATION COMMITTEE), WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY BOARD OR EXECUTIVE COMMITTEE. THE PROCESS RECENTLY TOOK PLACE IN 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530184820 | EIN |
| Primary Activities | PROFESSIONAL ASSOCIATION | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR | ||
| B | $66,000 | BOOK VALUE |
| THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR | ||
| M | $34,359 | BOOK VALUE |
| THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR | ||
| O | $55,148 | BOOK VALUE |
| THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR | ||
| Q | $27,487 | BOOK VALUE |
| THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR | ||
| S | $22,123 | BOOK VALUE |
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