2021-06-15T11:11:26-05:00 2020-06-30 741769118 BRIGGS & VESELKA CO LLP NINE GREENWAY PLAZA SUITE 1700 HOUSTON TX 77046 990 2019-07-01 382402699 INTERNATIONAL FACILITY MANAGEMENT ASSOC INTE 7136234362 800 GESSNER ROAD SUITE 900 HOUSTON TX 770244257 JIM VETTER CONTROLLER 7136234352 2021-06-15 1 CRYSTAL GATES P00683455 7136679147 2021-06-15 2019 2022-09-23 18:48:47Z JIM VETTER 800 GESSNER ROAD SUITE 900 HOUSTON TX 770244257 19611193 0 X WWW.IFMA.ORG X 1980 MI TO ADVANCE THE PROFESSIONAL DISCIPLINE OF FACILITY MANAGEMENT WORLDWIDE. 13 13 66 0 323578 0 4582210 3736484 10232865 10091524 113362 580263 576258 738009 15504695 15146280 0 0 0 0 5412722 5923326 0 0 0 8431675 7504314 13844397 13427640 1660298 1718640 9326868 9142062 6937807 5446756 2389061 3695306 X IFMA IS A MEMBER-CENTRIC ASSOCIATION FOR FACILITY MANAGEMENT (FM) PROFESSIONALS. IT SERVES ITS GLOBAL MEMBERSHIP BY PROVIDING EXCEPTIONAL PRODUCTS AND SERVICES, INDUSTRY RESOURCES AND EVENTS, AND ADVANCING THE FACILITY MANAGEMENT INDUSTRY THROUGH OUTREACH AND ADVOCACY. IFMA PROVIDES LOCAL SUPPORT THROUGH 138 REGIONAL CHAPTERS, INDUSTRY SUPPORT THROUGH 16 COUNCILS AND SUPPORT FOR SPECIFIC AREAS OF INTEREST SUCH AS SUSTAINABILITY THROUGH SIX COMMUNITIES. 0 0 IFMA OFFERS A WIDE VARIETY OF PROFESSIONAL DEVELOPMENT PRODUCTS AND SERVICES. THIS INCLUDES QUALITY EDUCATIONAL PROGRAMMING AT CONFERENCES AROUND THE WORLD, SUPPORT FOR ACCREDITED DEGREE PROGRAMS AND ITS OWN WORLD-RENOWNED CERTIFICATIONS AND CREDENTIAL PROGRAMS. FOR EXAMPLE, THOUSANDS OF PROFESSIONALS HAVE EARNED THE CERTIFIED FACILITY MANAGER (CFM) WHICH IS A COMPETENCY-BASED CERTIFICATION PROGRAM FOR FACILITY MANAGERS. THOUSANDS MORE HAVE EARNED THE FACILITY MANAGEMENT PROFESSIONAL (FMP) AND SUSTAINABILITY FACILITY PROFESSIONAL (SFP). THROUGH SUPPORT OF INDUSTRY CONFERENCES AND EVENTS AROUND THE WORLD - INCLUDING THE WORLD WORKPLACE CONFERENCE AND EXPO - IFMA IS DRIVING THE EMERGENCE OF A GLOBAL FM COMMUNITY. THIS IS ALSO EVIDENT THROUGH COLLABORATIVE PARTNERSHIPS WITH OTHER FM AND BUILT ENVIRONMENT ORGANIZATIONS WORKING TO UNIFY AND INTEGRATE THE FM COMMUNITY. THE ASSOCIATION CONDUCTS INDUSTRY RESEARCH AND PUBLISHES RESEARCH REPORTS, BENCHMARKS AND WHITE PAPERS THAT SUPPORT THE FACILITY MANAGEMENT INDUSTRY. IN ADDITION, IFMA PUBLISHES THE BIMONTHLY FMJ MAGAZINE IN PRINT AND ONLINE ALONG WITH AN ONLINE FM BUYER'S GUIDE AND A VARIETY OF ELECTRONIC INDUSTRY NEWSLETTERS. OVER THE PAST YEAR, IFMA HAS PUBLISHED REPORTS QUANTIFYING THE RETURN ON INVESTMENT FOR ITS PROFESSIONAL DEVELOPMENT PRODUCTS, WORKPLACE STRATEGY TRENDS AND OPERATIONS AND MAINTENANCE BENCHMARKS. IFMA IS THE LARGEST AND MOST WIDELY RECOGNIZED PROFESSIONAL ASSOCIATION FOR FACILITY MANAGEMENT, SUPPORTING APPROXIMATELY 23,000 MEMBERS WORLDWIDE, WHO ARE REPRESENTED BY 142 CHAPTERS, 17 COUNCILS, AND 6 COMMUNITIES OF PRACTICE.COUNCILS AND COMMUNITIES ALLOW APPROXIMATELY 5,500 MEMBERS TO GO IN-DEPTH WITH BENCHMARKING, BEST PRACTICES SHARING, NETWORKING, RESEARCH AND EDUCATION SPECIFIC TO THE TYPE OF FACILITY OR INDUSTRY IN WHICH THEY MANAGE FACILITIES. IFMAS ONLINE COMMUNITY AT ENGAGE.IFMA.ORG IS THE VIRTUAL HUB OF COUNCIL ACTIVITY, PROVIDING DISCUSSION FORUMS AND ELECTRONIC RESOURCE SHARING. COUNCILS ALSO MEET FACE-TO-FACE ANNUALLY TO BUILD THEIR PERSONAL NETWORKS AND PARTICIPATE IN VARIOUS EDUCATIONAL OFFERINGS, AGAIN SPECIFIC TO THE TYPE OF FACILITY MANAGED.THE ASSOCIATION HAS ESTABLISHED PRESENCES ON KEY SOCIAL NETWORKING MEDIA SITES, INCLUDING FACEBOOK, LINKEDIN, TWITTER, YOUTUBE AND FLICKR. IFMA HAS RECEIVED RECOGNITION AS THE SOLE PROVIDER OF FACILITY MANAGEMENT EDUCATION IN THE PEOPLES REPUBLIC OF CHINA. IFMA INTEGRATES THE BALANCED SCORECARD METHODOLOGY INTO IT'S STRATEGIC PLANNING PROCESS TO BETTER ACHIEVE IT'S STRATEGIC PRIORITIES IN SERVING THE FACILITY MANAGEMENT COMMUNITY. IFMA HAS ADDED STAFF AND OTHER RESOURCES TO STRENGTHEN ITS PARTNERSHIPS WITH U.S. GOVERNMENT AGENCIES AND RELATED ORGANIZATIONS, ESPECIALLY IN MEETING THEIR EDUCATIONAL NEEDS WITH IFMA RESOURCES, COURSES AND CREDENTIALS. IFMA'S GOVERNMENT RELATIONS INCLUDES COMMUNICATIONS WITH MEMBERS OF CONGRESS OR THEIR STAFFS TO UNDERSTAND THEIR CONCERNS AND TO DISCUSS ISSUES OF IMPORTANCE TO IFMA. IFMA HAS UNDERTAKEN COLLABORATIVE EFFORTS WITH OTHER ORGANIZATIONS WITH KNOWLEDGE OR RESOURCES THAT COMPLIMENT THOSE OF THE ASSOCIATION, INCLUDING THE GLOBAL FACILITY MANAGEMENT ASSOCIATION, THE BRITISH INSTITUTE OF FACLITIES MANAGEMENT, FMA AUSTRALIA, THE EUROPEAN FACILITY MANAGEMENT NETWORK, FM NETHERLANDS, BULGARIA FMA, THE U.S. GREEN BUILDINGS COUNCIL, THE AMERICAN SOCIETY FOR HEALTHCARE ENGINEERING AND THE U.S. ENVIRONMENTAL PROTECTION AGENCY'S ENERGY STAR PROGRAM. 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 50 0 1 66 1 1 1 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X JIM VETTER 7136234362 800 GESSNER SUITE 900 HOUSTON TX 77024 JOHN CARRILLO CHAIRMAN 15.00 X X 0 0 0 GRAHAM TIER PAST CHAIRMAN 15.00 X 0 0 0 PETER ANKERSTJERNE FIRST VICE CHAIR 15.00 X X 0 0 0 LAURIE A GILMER SECOND VICE CHAIR 15.00 X X 0 0 0 COLETTE TEMMINK DIRECTOR 5.00 X 0 0 0 DEAN STANBERRY DIRECTOR 5.00 X 0 0 0 HARI HEGDE DIRECTOR 5.00 X 0 0 0 JOS DUCHAMPS DIRECTOR 5.00 X 0 0 0 KATE NORTH DIRECTOR 5.00 X 0 0 0 LORRI ROWLANDSON DIRECTOR 5.00 X 0 0 0 LUIS MOREJON DIRECTOR 5.00 X 0 0 0 MICHAEL REDDING DIRECTOR 5.00 X 0 0 0 MINDY WILLIAMS-MCELEARNEY DIRECTOR 5.00 X 0 0 0 DON GILPIN PRESIDENT, CHIEF OPERATING OFFICER 50.00 X 228789 0 12465 CATHY A PAVICK SR DIRECTOR, PROFESSIONAL DEVELOPMENT 50.00 X 134167 0 20402 JEFFREY JOHNSON EXECUTIVE DIRECTOR GOV'T AFFAIRS 50.00 X 157126 0 18375 NICKALOS A ROCHA DIRECTOR, RESEARCH OPERATIONS 50.00 X 114200 0 16582 JAMES J VETTER CONTROLLER 50.00 X 119731 0 0 JENNIFER MUESSE DIRECTOR, ACCOUNTING 50.00 X 112629 0 18382 866642 0 86206 6 0 1 0 RED THREAD BRANDS 8926 COLLEEN ROAD HOUSTON TX 77080 PROJECT FEES, REPORTING TOOLS, ETC. 511848 PACE LLP 1220 NORTH FILLMORE STREET ARLINGTON VA 22201 FEDERAL GOVERNMENT CONSULTING SERVICES 135029 2 3736484 3736484 EDUCATION AND CERTIFICATION 611710 5301272 5301272 ANNUAL CONFERENCE AND EXHIBITION 611710 4629117 4629117 PUBLICATIONS AND INFORMATION 611710 161135 161135 10091524 215517 215517 301682 301682 4829659 4464913 364746 364746 364746 ADVERTISING REVENUE 541800 323578 323578 OTHER INCOME 561000 112749 112749 436327 15146280 10505955 323578 580263 241215 5264157 371099 46855 673126 34433 48745 16000 45231 16000 776377 733718 514952 344274 280873 1301597 44046 648163 114565 SELF STUDY PROGRAMS 1171930 COMPONENT AND COMMITTEE 225264 EXECUTIVE AND BOARD 192895 MISCELLANEOUS EXPENSES 184263 137862 13427640 1391497 883256 1597331 1619651 420 591652 411571 3939893 3495792 857177 444101 3893416 4248160 90000 90000 307585 351565 597790 1093758 9326868 9142062 1167819 1038080 4544303 3382991 1225685 1025685 6937807 5446756 X 2389061 3695306 2389061 3695306 9326868 9142062 X 1718640 -180289 -232106 X X 0 1 X 1 0 0 0 0 3736484 16000 16000 32000 -16000 991527 727120 264407 2604784 2425090 179694 343582 343582 0 444101 EDUCATION COURSE DEVELOPMENT COSTS, NET OF AMORTIZATION 1093758 1093758 15440379 -180289 563665 383376 15057003 45231 44046 89277 15146280 14335350 996989 996989 13338361 45231 44048 89279 13427640 PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME FROM SUBSIDIARY - IFMA INDIA 188,140. INCOME FROM SUBSIDIARY - IFMA CHINA 243,560. INCOME FROM SUBSIDIARY - FM RESEARCH AND INFORMATION CENTER 81,965. INCOME FROM SUBSIDIARY - IFMA BUILT ENVIRONMENT TECHNOLOGY ASSOCIATION 50,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE, REPORTED ON PART IX 44,046. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM SUBSIDIARY - IFMA INDIA 256,117. EXPENSES FROM SUBSIDIARY - IFMA CHINA 249,361. EXPENSES FROM SUBSIDIARY - FM RESEARCH AND INFORMATION CENTER 253,330. EXPENSES FROM SUBSIDIARY - IFMA BUILT ENVIRONMENT TECHNOLOGY ASSOCIATION 6,075. BAD DEBT EXPENSE 232,106. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE, REPORTED ON PART IX 44,046. ROUNDING 2. 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 PART III ACCOUNTING METHOD: X 1 1 X X X X 0 0 0 DON GILPIN PRESIDENT, CHIEF OPERATING OFFICER 185000 0 42990 0 799 0 12465 0 0 0 241254 0 0 0 CATHY A PAVICK SR DIRECTOR, PROFESSIONAL DEVELOPMEN 121033 0 12603 0 531 0 20402 0 0 0 154569 0 0 0 JEFFREY JOHNSON EXECUTIVE DIRECTOR GOV'T AFFAIRS 148591 0 7850 0 685 0 18375 0 0 0 175501 0 0 0 PART I, LINE 1A THE ASSOCIATION PROVIDED TRAVEL FOR THE SPOUSES OF THE EXECUTIVE COMMITTEE TO ATTEND FUNCTIONS AT AN ANNUAL EVENT ALSO ATTENDED BY MEMBERS, THE BOARD OF DIRECTORS AND MANY OF THEIR SPOUSES. REG. 301.7508A-1(D)(1) TEXAS TX-2021-02 TAX RELIEF FOR TEXAS SEVERE WINTER STORM VICTIMS: RETURN IS BEING FILED PURSUANT TO REG. 301.7508A-1(D)(1) FOR TAX RELIEF OF VICTIMS OF WINTER STORMS IN TEXAS. THE TAXPAYER IS LOCATED IN THE STATE OF TEXAS, A DESIGNATED DISASTER AREA COVERED IN THE DECLARATION. THE RELIEF EXTENDED THE TAXPAYERS FILING AND PAYMENT DEADLINES TO JUNE 15, 2021 THAT HAD EITHER AN ORIGINAL OR EXTENDED DUE DATE OCCURRING BETWEEN FEBRUARY 11, 2021 AND BEFORE JUNE 15, 2021. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THIS RETURN WAS REVIEWED BY THE ASSOCIATION'S PRESIDENT AND CEO, VICE PRESIDENT, AND CONTROLLER. A COPY OF THE RETURN WAS THEN FORWARDED TO ALL CURRENT MEMBERS OF THE BOARD OF DIRECTORS FOR COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES, OFFICERS AND DIRECTORS MUST SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT UPON BEING HIRED AND ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND CEO IS DETERMINED BY A COMMITTEE WHO CONSIDERS PERFORMANCE AND ESTABLISHED COMPENSATION GUIDELINES. THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OTHER KEY EMPLOYEES INCLUDES A REVIEW OF THE EMPLOYEE'S PERFORMANCE AND SALARY DECISIONS ARE MADE IN ACCORDANCE WITH ESTABLISHED GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE POSTED ON THE ASSOCIATION'S WEBSITE. FINANCIAL STATEMENTS ARE SHARED WITH MEMBERS IN THE ANNUAL MEETING AND CONDENSED FINANCIAL STATEMENTS ARE PUBLISHED IN THE ASSOCIATION'S PROFESSIONAL JOURNAL. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE MEMBERSHIPS AND SERVICE REVENUE -232,106. FORM 990, PART VII, LINE 2C, CONSOLIDATED FINANCIALS: IFMA INDIA COMPANY PRIVATE LIMITED (IFMA INDIA) IS AN ORGANIZATION THAT WAS FORMED ON NOVEMBER 14, 2013 (INCEPTION) WITH THE PURCHASE OF SUBSTANTIALLY ALL THE SHARES BY THE ASSOCIATION AND IS CONSOLIDATED WITH INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION FOR FINANCIAL REPORTING PURPOSES DUE TO COMMON OWNERSHIP AND CONTROL. THE FINANCIAL RESULTS OF IFMA INDIA FOR THE PERIOD FROM INCEPTION TO JUNE 30, 2020 WERE CONSOLIDATED WITH THAT OF INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION AS OF JUNE 30, 2020 FOR FINANCIAL REPORTING PURPOSES ONLY AND NOT ON FORM 990. IFMA FACILITY MANAGEMENT KNOWLEDGE (SHANGHAI) LIMITED LIABILITY COMPANY (IFMA CHINA) IS AN ORGANIZATION THAT WAS FORMED ON AUGUST 1, 2014. IFMA USA OWNS 90% OF THE SHARES AND CONTROLS THE IFMA CHINA BOARD. ACCORDINGLY, THE FINANCIAL RESULTS OF IFMA CHINA FOR THE PERIOD FROM INCEPTION TO JUNE 30, 2020 HAVE BEEN CONSOLIDATED WITH THAT OF ASSOCIATION AS OF AND FOR THE FISCAL YEAR ENDED JUNE 30, 2020 FOR FINANCIAL REPORTING PURPOSES ONLY AND NOT ON FORM 990. FM RESEARCH AND INFORMATION CENTER (FM RESEARCH) WAS FORMED ON SEPTEMBER 25, 2015 AND BUILT ENVIROMENT TECHNOLOGY ASSOCIATION (BETA) WAS FORMED ON APRIL 26, 2017. FM RESEARCH AND BETA SHARE COMMON OWNERSHIP AND MANAGEMENT. ACCORDINGLY, THE FINANCIAL RESULTS OF THESE ORGANIZATIONS HAVE BEEN CONSOLIDATED WITH THAT OF ASSOCIATION AS OF AND FOR THE FISCAL YEAR ENDED JUNE 30, 2020 FOR FINANCIAL REPORTING PURPOSES ONLY AND NOT ON FORM 990. BETA REMAINED INACTIVE AND FM RESEARCH HAS FILED A SEPARATE FORM 990 FOR THE FISCAL YEAR ENDED JUNE 30, 2020. IFMA INDIA COMPANY PRIVATE LIMITED E-517 4TH FL ROHIT PLZ NEAR RAMPH NEW DELHI DELHI IN 110075 PROMOTE THE DISCIPLINE AND PROFESSION OF FACILITY MANAGEMENT IN INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION 1 IFMA FACILITY MANAGEMENT KNOWLEDGE (SHANGHAI) CO LTD (DBA IFMA CHINA) RM 902 BLDG 7 NO 77 FUTEXISAN RD SHANGHAI PILOT FREE TRADE CH FACILITY MANAGEMENT IN CADVANCE THE PRACTICE OF FACILITY MANAGEMENT IN CHINA CH INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION 1 FM RESEARCH AND INFORMATION CENTER 800 GESSNER RD STE 900 HOUSTON TX 77024 475388946 PROMOTE THE DISCIPLINE AND PROFESSION OF FACILITY MANAGEMENT TX 501(C)(3) LINE 12B, II INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION 1 BUILT ENVIRONMENT TECHNOLOGY ASSOCIATION 800 GESSNER RD STE 900 HOUSTON TX 77024 822171259 BRIDGE APPLICATION OF TECHNOLOGY TO STAKEHOLDERS IN THE BUILT ENVIROMENT TX 501(C)(6) INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PART II IFMA INDIA COMPANY PRIVATE LIMITED (IFMA INDIA) IS AN ORGANIZATION THAT WAS FORMED ON NOVEMBER 14, 2013 (INCEPTION) WITH THE PURCHASE OF SUBSTANTIALLY ALL THE SHARES BY THE ASSOCIATION AND IS CONSOLIDATED WITH INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION FOR FINANCIAL REPORTING PURPOSES DUE TO COMMON OWNERSHIP AND CONTROL. THE FINANCIAL RESULTS OF IFMA INDIA FOR THE PERIOD FROM INCEPTION TO JUNE 30, 2020 WERE CONSOLIDATED WITH THAT OF INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION AS OF JUNE 30, 2020 FOR FINANCIAL REPORTING PURPOSES ONLY AND NOT ON FORM 990. FORM 990, SCHEDULE R, PART II IFMA FACILITY MANAGEMENT KNOWLEDGE (SHANGHAI) LIMITED LIABILITY COMPANY (IFMA CHINA) IS AN ORGANIZATION THAT WAS FORMED ON AUGUST 1, 2014. IFMA USA OWNS 90% OF THE SHARES AND CONTROLS THE IFMA CHINA BOARD. ACCORDINGLY, THE FINANCIAL RESULTS OF IFMA CHINA FOR THE PERIOD FROM INCEPTION TO JUNE 30, 2020 HAVE BEEN CONSOLIDATED WITH THAT OF ASSOCIATION AS OF AND FOR THE FISCAL YEAR ENDED JUNE 30, 2020 FOR FINANCIAL REPORTING PURPOSES ONLY AND NOT OF FORM 990. FORM 990, SCHEDULE R, PART II FM RESEARCH AND INFORMATION CENTER (FM RESEARCH) WAS FORMED ON SEPTEMBER 25, 2015 AND BUILT ENVIROMENT TECHNOLOGY ASSOCIATION (BETA) WAS FORMED ON APRIL 26, 2017. FM RESEARCH AND BETA SHARE COMMON OWNERSHIP AND MANAGEMENT. ACCORDINGLY, THE FINANCIAL RESULTS OF THESE ORGANIZATIONS HAVE BEEN CONSOLIDATED WITH THAT OF ASSOCIATION AS OF AND FOR THE FISCAL YEAR ENDED JUNE 30, 2020 FOR FINANCIAL REPORTING PURPOSES ONLY AND NOT ON FORM 990. BETA REMAINED INACTIVE AND FM RESEARCH HAS FILED A SEPARATE FORM 990 FOR THE FISCAL YEAR ENDED JUNE 30, 2020.