2022-09-19T12:44:15-05:00 2021-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2021-01-01 363743268 CCIM INSTITUTE CCIM 3123214460 430 N MICHIGAN AVENUE STE 700 CHICAGO IL 60611 PAUL RUMLER CEO 3123214460 2022-09-12 1 PAUL RUMLER 999009999 DAVID LOWENTHAL P00378651 3122071040 2022-09-12 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PAUL RUMLER 430 N MICHIGAN AVENUE STE 700 CHICAGO IL 60611 13824407 0 X WWW.CCIM.COM X 1969 IL THE DEVELOPMENT OF MEMBERS ENGAGED IN THE COMMERCIAL INVESTMENT REAL ESTATE SPECIALTY THROUGH EDUCATION PROGRAMS AND LITERATURE. 83 74 56 260 89947 0 0 0 12543743 12348833 390558 1203191 255301 0 13189602 13552024 0 25000 0 0 5096821 4139459 0 0 0 7458340 7886582 12555161 12051041 634441 1500983 23604665 24727494 6695405 5938985 16909260 18788509 THE MISSION OF THE CCIM INSTITUTE IS TO ELEVATE OUR MEMBERS TO THE HIGHEST LEVELS OF SUCCESS IN THE COMMERCIAL REAL ESTATE PROFESSION. 0 0 EDUCATION: THE CCIM EDUCATION PROGRAM OFFERS THE HIGHEST QUALITY EDUCATION FOR COMMERCIAL INVESTMENT REAL ESTATE PROFESSIONALS. FOR 2021, THE CCIM EDUCATION SERVED 10,300 STUDENTS THROUGH 730 CLASSES. DESIGNATION PROMOTION: IN ADDITION TO AWARDING THE CCIM DESIGNATION ONLY TO QUALIFIED PROFESSIONALS, THE CCIM INSTITUTE ALSO MAINTAINS AN EXTENSIVE PROGRAM TO PROMOTE THE RECOGNITION OF THE CCIM DESIGNATION AS THE LEADING AUTHORITY IN THE COMMERCIAL INVESTMENT REAL ESTATE PROFESSION. SITE TO DO BUSINESS: INTEGRATED ONLINE SERVICE FOR INSTITUTE MEMBERS OFFERING COMPREHENSIVE SITE ANALYSIS, MAPPING AND DEMOGRAPHIC DATA, AERIAL VIEWING AND PHOTOS, CUSTOMIZED BUSINESS REPORTS, TRANSACTION AND PORTFOLIO MANAGEMENT TOOLS. 0 0 0 1 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 59 0 1 56 1 1 1 0 0 0 0 0 0 0 X 83 74 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X MIKE OBERHAUS 3123214460 430 N MICHIGAN AVENUE CHICAGO IL 60611 X JOSEPH FISHER DIRECTOR 1.00 0.00 X 57735 0 0 TIMOTHY BLAIR PRESIDENT 1.00 0.00 X X 50000 0 0 LESLIE CALLAHAN PRESIDENT-ELECT 1.00 0.00 X X 35000 0 0 LYDIA BENNETT DIRECTOR 1.00 0.00 X 32850 0 0 KARL LANDRENEAU DIRECTOR/INTERIM CEO 1.00 0.00 X X 30000 0 0 DAVID SCHNITZER FIRST VICE PRESIDENT 1.00 1.00 X X 25000 0 0 SOOZI JONES WALKER DIRECTOR 1.00 1.00 X 22250 0 0 STEVE RICH TREASURER 1.00 0.00 X X 15000 0 0 BARBARA CRANE DIRECTOR 1.00 1.00 X 10000 0 0 EVELYN WARD DIRECTOR 1.00 0.00 X 1950 0 0 CHARLIE MACK TREASURER ELECT 1.00 0.00 X X 0 0 0 ADAM PALMER DIRECTOR 1.00 1.00 X 0 0 0 ADRIAN ARRIAGA DIRECTOR 1.00 0.00 X 0 0 0 AGNES RIVERA DIRECTOR 1.00 0.00 X 0 0 0 ALLEN FELTMAN DIRECTOR 1.00 0.00 X 0 0 0 ANDIE EDMONDS DIRECTOR 1.00 1.00 X 0 0 0 BK ALLEN DIRECTOR 1.00 0.00 X 0 0 0 BARBARA ANN MONAHAN DIRECTOR 1.00 0.00 X 0 0 0 BARRY SPIZER DIRECTOR 1.00 0.00 X 0 0 0 BEV LARSON DIRECTOR 1.00 0.00 X 0 0 0 BOB RIZZUTO DIRECTOR 1.00 0.00 X 0 0 0 BOBBIE MASTRACCI DIRECTOR 1.00 0.00 X 0 0 0 BRAD WAKEN DIRECTOR 1.00 0.00 X 0 0 0 CHARLES MCCLURE DIRECTOR 1.00 0.00 X 0 0 0 CHERE ROANE DIRECTOR 1.00 0.00 X 0 0 0 CRAIG BLORSTAD DIRECTOR 1.00 0.00 X 0 0 0 CRAIG FINFROCK DIRECTOR 1.00 0.00 X 0 0 0 CYNTHIA SHELTON DIRECTOR 1.00 0.00 X 0 0 0 DANIEL ENGLAND DIRECTOR 1.00 0.00 X 0 0 0 DARBIN SKEANS DIRECTOR 1.00 0.00 X 0 0 0 DARYL CROTTS DIRECTOR 1.00 0.00 X 0 0 0 DAVID ELLERMANN DIRECTOR 1.00 0.00 X 0 0 0 DAVID WILSON DIRECTOR 1.00 1.00 X 0 0 0 DEBI CARTER DIRECTOR 1.00 0.00 X 0 0 0 DEWEY STRUBLE DIRECTOR 1.00 0.00 X 0 0 0 DREW SHOWFETY DIRECTOR 1.00 0.00 X 0 0 0 EDDIE BLANTON DIRECTOR 1.00 0.00 X 0 0 0 EDDIE BUXTON DIRECTOR 1.00 0.00 X 0 0 0 ERIC GORMAN DIRECTOR 1.00 0.00 X 0 0 0 GARY RALSTON DIRECTOR 1.00 0.00 X 0 0 0 GREGORY HARRIS DIRECTOR 1.00 0.00 X 0 0 0 J MAX HAMIDI DIRECTOR 1.00 0.00 X 0 0 0 JAMES ROBERTSON DIRECTOR 1.00 1.00 X 0 0 0 JAY LUCAS DIRECTOR 1.00 0.00 X 0 0 0 JEFFREY HOFFMAN DIRECTOR 1.00 0.00 X 0 0 0 JIM PURGERSON DIRECTOR 1.00 0.00 X 0 0 0 JIM TANSEY DIRECTOR 1.00 0.00 X 0 0 0 JOHN LOPEZ DIRECTOR 1.00 0.00 X 0 0 0 JOHN MCCLURE DIRECTOR 1.00 0.00 X 0 0 0 JOHN ORR DIRECTOR 1.00 0.00 X 0 0 0 JOHN STONE DIRECTOR 1.00 0.00 X 0 0 0 JOSH VANCE DIRECTOR 1.00 0.00 X 0 0 0 KEITH ANDREWS DIRECTOR 1.00 0.00 X 0 0 0 KIEYASIEN MOORE DIRECTOR 1.00 0.00 X 0 0 0 KIMBERLY BAKER DIRECTOR 1.00 1.00 X 0 0 0 LARRY SMITH DIRECTOR 1.00 0.00 X 0 0 0 LEIL KOCH DIRECTOR 1.00 0.00 X 0 0 0 LOU NIMKOFF DIRECTOR 1.00 0.00 X 0 0 0 MARK HINKINS DIRECTOR 1.00 0.00 X 0 0 0 MARK ILLSLEY DIRECTOR 1.00 0.00 X 0 0 0 MARK MACEK DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW WISNIEWSKI DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL DELSESTO DIRECTOR 1.00 0.00 X 0 0 0 MIKE ARMANIOUS DIRECTOR 1.00 0.00 X 0 0 0 PAMELA SPADARO DIRECTOR 1.00 0.00 X 0 0 0 PATRICK PALMER DIRECTOR 1.00 0.00 X 0 0 0 PIUS LEUNG DIRECTOR 1.00 1.00 X 0 0 0 RALPH VARNUM DIRECTOR 1.00 0.00 X 0 0 0 RANDAL KUNG DIRECTOR 1.00 0.00 X 0 0 0 RANDALL MOORE DIRECTOR 1.00 0.00 X 0 0 0 RANDY KRISE DIRECTOR 1.00 0.00 X 0 0 0 RICHARD JUGE DIRECTOR 1.00 1.00 X 0 0 0 RICHARD SLATON DIRECTOR 1.00 1.00 X 0 0 0 ROBIN CIVISH DIRECTOR 1.00 0.00 X 0 0 0 ROBIN WEBB DIRECTOR 1.00 0.00 X 0 0 0 RON MYLES DIRECTOR 1.00 0.00 X 0 0 0 SANDY BENAK DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN JACQUEMIN DIRECTOR 1.00 0.00 X 0 0 0 STEVEN PRICE DIRECTOR 1.00 0.00 X 0 0 0 TERRY TORRES DIRECTOR 1.00 0.00 X 0 0 0 TRAVIS WALDROP DIRECTOR 1.00 0.00 X 0 0 0 WALTER LUI DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM ADAMS DIRECTOR 1.00 0.00 X 0 0 0 GREGORY FINE CEO/EVP (THRU 05/2021) 38.00 2.00 X 309149 0 11799 GAIL COLLINS DEPUTY CEO 39.00 1.00 X 214264 0 26604 MARIE FAHRENBACH CFO 38.00 2.00 X 210661 0 25020 ALEXANDREA HANBA VP-HUMAN RESOURCES/IT (THRU 11/2021) 40.00 0.00 X 147375 0 4500 JENNIFER WEED VP-EDUCATION (THRU 11/2021) 40.00 0.00 X 146604 0 11941 LARRY GUTHRIE DIRECTOR OF COMMUNICATIONS 40.00 0.00 X 118647 0 12600 1426485 0 92464 6 0 1 0 INSTRUCTURE 6330 SOUTH 3000 EAST STE 700 SALT LAKE CITY UT 84121 EDUCATION SOFTWARE 277150 FONTEVA INC 4420 N FAIRFAX DR STE 500 FAIRFAX VA 22203 MANAGEMENT SOFTWARE 227604 EMPIST LLC 55 W MONROE ST STE 400 CHICAGO IL 60603 IT MANAGEMENT 169018 PROFORM TECHNOLOGIES 7746 W 99TH ST HICKORY HILLS FL 60457 PRINTING SERVICES 158270 HIGHER LOGIC LLC 1919 N LYNN ST STE 500 ARLINGTON VA 22209 COMMUNITY SOFTWARE 125945 9 MEMBERSHIP DUES AND FEES 900099 7221124 7221124 EDUCATION COURSES 900099 4883690 4883690 MEETINGS AND CONFERENCES 900099 151306 151306 ADVERTISING AND SUBSCRIPTIONS 541800 92713 2766 89947 12348833 406478 406478 1069096 272383 796713 796713 796713 13552024 12258886 89947 1203191 25000 927497 2600594 109245 251102 251021 41820 39094 93035 43406 1029333 403908 314553 1224678 208244 469279 296735 558760 6833 1519738 656700 3475 INSTRUCTOR FEES 593342 CREDIT CARD FEES 277406 COURSE MATERIALS 53360 BANK FEES 27069 25814 12051041 3820204 3988845 87194 78177 90788 60841 605547 537630 5669801 3588639 2567161 2081162 12393479 13940546 4040292 4040293 23604665 24727494 2181679 1806423 4495238 4080134 18488 52428 6695405 5938985 X 16909260 18788509 16909260 18788509 23604665 24727494 1500983 378266 0 X 0 1 X 1 0 0 0 1 6695140 93035 -30860 62175 200854 -138679 1891555 1016876 874679 338880 271738 67142 3439366 2300025 1139341 2081162 CCIM TECHNOLOGIES, INC. 4040293 C 4040293 DUE TO CCIM TECH 51511 DUE TO CCIM FOUNDATION 917 52428 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATION AND PROMOTION 48000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EDUCATION AND PROMOTION 20000 NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATION AND PROMOTION 4000 0 0 0 0 0 0 72000 0 72000 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 0 EDUCATION FOUNDATION OF THE CCIM INSTITUTE 430 N MICHIGAN AVE STE 700 CHICAGO IL 60611 363773054 501(C)(3) 25000 0 N/A N/A GENERAL SUPPORT 1 0 X 1 0 X X X 1 0 0 GREGORY FINE CEO/EVP (THRU 05/2021) 153089 0 0 0 156060 0 3900 0 7899 0 320948 0 0 0 GAIL COLLINS DEPUTY CEO 194264 0 20000 0 0 0 14400 0 12204 0 240868 0 0 0 MARIE FAHRENBACH CFO 190661 0 20000 0 0 0 14400 0 10620 0 235681 0 0 0 JENNIFER WEED VP-EDUCATION (THRU 11/2021) 146604 0 0 0 0 0 4538 0 7403 0 158545 0 0 0 ALEXANDREA HANBA VP-HUMAN RESOURCES/IT (THRU 11/2021) 147375 0 0 0 0 0 4500 0 0 0 151875 0 0 0 PART I, LINE 1A THE OFFICERS OF THE INSTITUTE (PRESIDENT, PRESIDENT-ELECT, FIRST VICE PRESIDENT, TREASURER) WILL BE PROVIDED WITH A FLAT ANNUAL DISCRETIONARY FUND. THIS IS $75,000 FOR THE PRESIDENT. THIS CAN BE USED FOR PAYMENT OF EXPENSES INCURRED FOR INSTITUTE BUSINESS THAT ARE NOT INCLUDED IN THE INSTITUTE TRAVEL, ENTERTAINMENT, AND REIMBURSABLE EXPENSE POLICY. THESE EXPENSES COULD INCLUDE SUCH ITEMS AS THE COSTS OF SPOUSE/FAMILY TRAVEL, CAR RENTAL, TRAVEL UPGRADES, ETC. THESE AMOUNTS WOULD BE REPORTABLE ON A 1099 AT YEAR END. PART I, LINE 4A THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING THE CALENDAR YEAR 2021: GREGORY FINE - $156,060 FORM 990, PART VI, SECTION A, LINE 1A EXCEPT AS TO ACTIONS SPECIFICALLY STATED IN THESE BYLAWS OR BY LAW TO REQUIRE APPROVAL OF OR TO BE TAKEN BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE ALL OF THE POWER OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED, HOWEVER, THAT THE FOLLOWING POWERS SHALL BE EXPRESSLY RESERVED TO THE BOARD OF DIRECTORS: (A) THE ELECTION, APPOINTMENT OR REMOVAL OF ANY OFFICER OR COMMITTEE MEMBER, OTHER THAN THE APPOINTMENT OR REMOVAL OF THE EXECUTIVE VICE PRESIDENT; (B) ANY ACTION WITH RESPECT TO WHICH A SUPERMAJORITY VOTE OF THE BOARD OF DIRECTORS IS REQUIRED PURSUANT TO ARTICLE V, SECTION 9; (C) THE ADOPTION, MODIFICATION OR AMENDMENT OF THE GOVERNING POLICIES; (D) ANY ACTION INCONSISTENT WITH THE ARTICLES OF INCORPORATION, THESE BYLAWS AND/OR THE GOVERNING POLICIES OR ANY STANDING RESOLUTION OR DIRECTION OF THE BOARD OF DIRECTORS; (E) THE APPROVAL OR MODIFICATION OF THE EDUCATION AND DESIGNATION REQUIREMENTS FOR CANDIDATES AND DESIGNEES UNDER ARTICLE V, SECTION 2; (F) ANY CHANGE OR MODIFICATION TO TUITION FEES INVOLVING MORE THAN FIFTEEN (15%) PERCENT OF SUCH TUITION FEES; AND (G) THE AMENDMENT OF THESE BYLAWS OR THE ARTICLES OF INCORPORATION. THE EXECUTIVE COMMITTEE SHALL REPORT ITS ACTIONS AS APPROPRIATE TO THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR OVERSIGHT OF THE PERFORMANCE OF THE MANAGEMENT TEAM AS DESCRIBED IN THE DUTIES AND RESPONSIBILITIES OF EACH POSITION ON THE MANAGEMENT TEAM. THE EXECUTIVE COMMITTEE SHALL REPORT ITS ACTIONS AND FINDINGS AS APPROPRIATE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 CHARLES (MAC) MCCLURE AND JOHN MCCLURE HAVE A FAMILY RELATIONSHIP. ROBIN WEBB AND SOOZI JONES WALKER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE INSTITUTE SHALL HAVE TWO CLASSES OF MEMBERS, VOTING AND NON-VOTING MEMBERS. EXCEPT AS OTHERWISE EXPRESSLY SET FORTH IN THE BYLAWS, THE CATEGORIES OF MEMBERSHIP WITHIN EACH CLASS OF MEMBERS AND THE RIGHTS AND RESPONSIBILITIES WITH RESPECT TO EACH SUCH CATEGORY SHALL BE AS SET FORTH IN THE GOVERNING POLICIES. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS SHALL ELECT EACH YEAR SIXTEEN DIRECTORS TO SERVE THREE YEAR TERMS TO SUCCEED THOSE WHOSE TERMS EXPIRE. THE ELECTION OF DIRECTORS SHALL BE HELD AT THE ANNUAL MEETING OF THE MEMBERS. THE ELECTION SHALL BE BY WRITTEN SECRET BALLOT AND SHALL BE GOVERNED BY SUCH RULES AND REGULATIONS AS THE BOARD OF DIRECTORS MAY ADOPT FOR SUCH PURPOSES. EACH VOTING MEMBER SHALL BE ENTITLED TO ONE VOTE FOR EACH POSITION OPEN FOR ELECTION. THE SIXTEEN NOMINEES RECEIVING THE HIGHEST NUMBER OF VOTES SHALL BE ELECTED. IN THE EVENT OF A TIE, A NEW BALLOT SHALL BE HELD FOR THOSE TIED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. THE COMPLETED FORM 990 IS THEN REVIEWED BY THE CEO, THE MANAGEMENT TEAM, AND THE AUDIT COMMITTEE. IT IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL VOLUNTEERS (MEMBERS OF THE BOARD OF DIRECTORS, COMMITTEE CHAIRS/MEMBERS, REGIONAL OFFICERS, CHAPTER LEADERS, TASK FORCE MEMBERS, AND ELECTED LEADERS) AND EMPLOYEES MUST SUBMIT A SIGNED INSTITUTE CONFLICT OF INTEREST DISCLOSURE. VOLUNTEERS AND EMPLOYEES WHO FAIL TO AGREE AND ADHERE TO THE TERMS AND CONDITIONS OF THE INSTITUTE'S CONFLICT OF INTEREST POLICY AND STANDARDS OF CONDUCT FOR VOLUNTEERS AND EMPLOYEES SHALL NOT BE ELIGIBLE TO SERVE IN THE FOREGOING POSITIONS. FORM 990, PART VI, SECTION B, LINE 15 CCIM INSTITUTE'S CEO COMPENSATION IS DETERMINED BY THE CCIM INSTITUTE'S LEADERSHIP TEAM AND COMPENSATION SURVEYS IN THE ASSOCIATED FIELD. CCIM INSTITUTE'S OTHER OFFICERS AND KEY EMPLOYEES' COMPENSATIONS IS DETERMINED BY THE CEO AND COMPENSATION SURVEYS IN THE ASSOCIATED FIELD. SALARIES ARE REVIEWED BY THE HUMAN RESOURCES DEPARTMENT ON AN ANNUAL BASIS. ALL CCIM INSTITUTE EMPLOYEES ARE UNDER THE DIRECTION OF THE CEO. THE CEO IS UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND 990-T ARE AVAILABLE TO THE PUBLIC FOR INSPECTION AT THE CORPORATE HEADQUARTERS OF THE INSTITUTE. ADDITIONALLY, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE AT THE CORPORATE HEADQUARTERS. FORM 990, PART VII, SECTION A: THE FOLLOWING BOARD MEMBERS RECEIVED COMPENSATION FOR INSTRUCTING CCIM INSTITUTE COURSES, DEVELOPING CURRICULUM MATERIAL, AND/OR OPERATIONS CONSULTING: JOSEPH FISHER: $57,735 TIMOTHY BLAIR: $50,000 LESLIE CALLAHAN: $35,000 LYDIA BENNETT: $32,850 DAVID SCHNITZER: $25,000 SOOZI JONES WALKER: $22,250 STEVE RICH: $15,000 BARBARA CRANE: $10,000 EVELYN WARD: $ 1,950 THE FOLLOWING BOARD MEMBER RECEIVED COMPENSATION FOR SERVING AS INTERIM CEO: KARL LANDRENEAU: $30,000 EDUCATION FOUNDATION OF THE CCIM INSTITUTE 430 N MICHIGAN AVENUE SUITE 700 CHICAGO IL 60611 363773054 SCHOLARSHIPS IL 501(C)(3) LINE 12A, I CCIM INSTITUTE 1 CCIM TECHNOLOGIES INC 430 N MICHIGAN AVENUE SUITE 700 CHICAGO IL 60611 200195154 DATABASE RESEARCH IL CCIM INSTITUTE C 1243994 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 0 EDUCATION FOUNDATION OF THE CCIM INSTITUTE B 25000 FMV CCIM TECHNOLOGIES INC M 1500000 FMV CCIM TECHNOLOGIES INC O 398677 FMV CCIM TECHNOLOGIES INC Q 100159 FMV EDUCATION FOUNDATION OF THE CCIM INSTITUTE O 107157 FMV EDUCATION FOUNDATION OF THE CCIM INSTITUTE R 105727 FMV