2021-12-06T17:39:21-06:00 2021-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-07-01 237070298 BUILDING OWNERS AND MANAGERS INSTITUTE INTERNATIONAL INC BUIL 4109741410 900 BESTGATE ROAD NO 206 ANNAPOLIS MD 21401 JEFFREY A HORN PRESIDENT & CEO 4109741410 2021-12-06 1 JEFFREY HORN 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JEFFREY A HORN 900 BESTGATE ROAD NO 206 ANNAPOLIS MD 21401 4636575 0 X WWW.BOMI.ORG X 1970 PA SEE PART III, LINE 1. 11 11 28 11 0 0 208 410300 3364603 3495423 276748 110811 28034 24324 3669593 4040858 0 0 0 0 2173177 1588594 0 0 0 1927324 1694405 4100501 3282999 -430908 757859 2813652 3613047 1780258 1873718 1033394 1739329 BOMI WILL BE THE PREMIER INTERNATIONAL PROVIDER OF EDUCATIONAL PRODUCTS AND SERVICES TO THE PROPERTY AND FACILITY MANAGEMENT INDUSTRIES. 0 0 415621 3495423 EDUCATIONAL ACTIVITIES (EXAM SERVICES) AND GRADUATE SERVICES:DURING FISCAL YEAR 2021, BOMI INTERNATIONAL ENROLLED 1,682 NEW STUDENTS IN ITS PROFESSIONAL DESIGNATION PROGRAMS, REGISTERED 4,794 STUDENTS IN SELF]STUDY/ONLINE SELF PACED OR INSTRUCTED COURSES, AND ADMINISTERED 3,545 EXAMINATIONS. BOMI INTERNATIONAL ALSO CONFERRED 247 DESIGNATIONS THROUGH THE REAL PROPERTY ADMINISTRATOR (RPA), FACILITIES MANAGEMENT ADMINISTRATOR (FMA), AND SYSTEMS MANAGEMENT ADMINISTRATION (SMA) PROGRAMS. 586538 STUDENT SERVICES:BOMI INTERNATIONAL FIELDS INQUIRIES ABOUT OUR EDUCATIONAL PROGRAMS FROM REFERRALS, MAGAZINE ADS, ONLINE ADVERTISEMENTS, EMAIL CAMPAIGNS, AND DIRECT MAIL. IN ADDITION, WE RESPOND TO DAILY CALLS FROM CURRENT STUDENTS AND GRADUATES, COORDINATE DIRECT ON-SITE TRAINING TO CORPORATE CLIENTS AND CONDUCT OUTREACH EFFORTS TO CURRENT STUDENTS, GRADUATES AND PROSPECTS. ADDITIONAL OUTREACH EFFORTS ARE THROUGH BOMI'S WEBSITE, SOCIAL MEDIA PLATFORMS SUCH AS FACEBOOK, TWITTER, AND LINKEDIN, DIRECT MAIL AND EMAIL CAMPAIGNS, EDUCATIONAL CATALOG, ENEWSLETTER, TRADE SHOW PROMOTIONS, AND BOARD OF TRUSTEES' COMMUNICATIONS. 1240874 EDUCATION CURRICULUM:BOMI INTERNATIONAL'S PROPERTY AND FACILITIES MANAGEMENT EDUCATIONAL OFFERINGS ARE LEADING-EDGE AND ADVANCE THE PROFESSION; OUR COURSE AND EXAM MATERIALS ARE STATE-OF-THE-ART. WE CURRENTLY OFFER 24 COURSES EITHER IN-CLASS, ONLINE, OR IN A SELF-STUDY FORMAT WHICH CAN LEAD TO A BOMI INTERNATIONAL PROFESSIONAL DESIGNATION: RPA, FMA, BOMI-HP, SMA, SMT. BOMI INTERNATIONAL ALSO OFFERS CERTIFICATES IN SPECIALIZED AREAS OF PROPERTY AND FACILITIES MANAGEMENT. BOMI INTERNATIONAL EDUCATED PROFESSIONALS MEET RIGOROUS PROFESSIONAL STANDARDS AND CAN IMMEDIATELY APPLY THEIR COURSEWORK KNOWLEDGE TO BUILD A MORE ROBUST CAREER IN PROPERTY AND FACILITIES MANAGEMENT. 2243033 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 34 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X JEFFREY A HORN 4109741410 900 BESTGATE ROAD SUITE 206 ANNAPOLIS MD 21401 NICK STOLATIS CHAIRMAN 1.00 0.00 X X 0 0 0 TIM O'DONALD VICE CHAIRMAN 1.00 0.00 X X 0 0 0 TRISH FAIDIGA VICE CHAIR ELECT 1.00 0.00 X X 0 0 0 DAVE POGUE SECRETARY/TREASURER 2.00 0.00 X X 0 0 0 HOWARD ARNDT IMMEDIATE FORMER CHAIRMAN 1.00 1.00 X X 0 0 0 SUSAN HAMMER TRUSTEE 1.00 0.00 X 0 0 0 JONATHAN JJ JONES TRUSTEE 1.00 0.00 X 0 0 0 SARA TANNER TRUSTEE 1.00 0.00 X 0 0 0 ANDY TAYLOR TRUSTEE 1.00 1.00 X 0 0 0 KIMBERLY BROWN TRUSTEE 1.00 1.00 X 0 0 0 LAURIE ELL TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY HORN PRESIDENT & CEO 40.00 1.00 X 192087 0 34465 CATHY CALLIOTTE DIRECTOR OF MARKETING 40.00 0.00 X 105142 0 13393 PHYLLIS K MAGISTRO DIRECTOR OF SALES 40.00 0.00 X 102669 0 9116 399898 0 56974 3 0 1 0 PEARSON VUE 5601 GREEN VALLEY DR BLOOMINGTON MN 55437 COMPUTER BASED TESTING 336841 MARCUM LLP 1899 L STREET NW SUITE DC 20036 ACCOUNTING 224025 VIATECH PUBLISHING SOLUTIONS PO BOX 503433 SAINT LOUIS MO 631503433 PRINTING & FULLFILLMENT 179638 3 410300 410300 TUITION / COURSE FEES 611430 2155526 2155526 CANADIAN FEES 611430 866518 866518 ENROLLMENT FEES 611430 193074 193074 ANCILLARY FEES 611430 176653 176653 CONTINUING PROF. DEV. 611430 103652 103652 3495423 17328 17328 689200 595717 93483 93483 93483 MISCELLANEOUS 900099 24324 24324 24324 4040858 3495423 0 135135 227941 227941 1083597 902805 180792 29924 29752 172 146417 119516 26901 100715 71215 29500 29308 29308 215014 215014 5638 5638 294647 220044 74603 43214 43214 76760 46014 30746 188946 134563 54383 2250 2250 4879 713 4166 27830 27830 370629 326520 44109 19766 19766 COURSE MATER./USER FEES 243512 243512 DP/EQUIPMENT CONTRACTS 89505 72658 16847 CREDIT CARD PROC. FEES 45061 45061 LOCAL BOMA SERVICES 13780 13780 23666 16477 7189 3282999 2243033 1039966 0 372054 1251273 8887 9075 299001 208824 442375 586286 6380 6155 63503 60533 848271 668199 249693 180072 545968 598332 825791 712497 2813652 3613047 612033 432968 108187 90275 224365 829309 763633 356495 72040 164671 1780258 1873718 X 1033394 1739329 1033394 1739329 2813652 3613047 757859 -51924 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 445965 283770 162195 402306 384429 17877 180072 INVESTMENT IN CURRICULUM 575842 DEPOSITS 21921 DEFERRED COMPENSATION INVESTMENT 114734 712497 DEFERRED COMPENSATION 114734 DEFERRED RENT 49937 164671 X 3983296 -51924 -51924 4035220 5638 5638 4040858 3277361 0 3277361 5638 5638 3282999 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, BOMI HAS DOCUMENTED ITS CONSIDERATION OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES, AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 BOMI DOES NOT HAVE A PERIOD OF SOLICITATION OR PERIOD OF REGISTRATION FOR STUDENTS AND, ACCORDINGLY, DOES NOT PUBLICIZE ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA. HOWEVER, BOMI DOES PUBLICIZE THE RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE, IN BROCHURES AND CATALOGS, AND OTHER WRITTEN REGISTRATION RELATED CORRESPONDENCE. SCHEDULE E, PART I, LINE 4 BOMI INTERNATIONAL ACCEPTS ALL STUDENTS WHO ARE INTERESTED IN TAKING COURSES, SO WE DO NOT REQUEST NOR MAINTAIN THAT INFORMATION ON OUR STUDENT BODY. X X 0 0 0 1 0 0 0 0 0 JEFFREY HORN PRESIDENT & CEO 192087 0 0 0 0 0 11858 0 22607 0 226552 0 0 0 PART I, LINE 5 THE DIRECTOR OF SALES EARNS COMMISSIONS AND BONUSES BASED ON REACHING GROSS REVENUE THRESHOLDS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE CEO AND CFO. ONE OF THE AUDIT COMMITTEE'S RESPONSIBILITIES PURSUANT TO THE BOARD MANUAL IS TO REVIEW THE FORM 990. THE BOARD REVIEWED THE FINAL FORM BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOMI HAS A CONFLICT OF INTEREST POLICY IN PLACE FOR BOARD MEMBERS AND LEADERSHIP TEAM MEMBERS THAT IS ATTESTED TO ON AN ANNUAL BASIS. THE POLICY IS REFERENCED IN BOMI'S EMPLOYEE HANDBOOK AND BOARD OF TRUSTEES MANUAL. IF A POTENTIAL CONFLICT OF INTEREST WERE TO ARISE DURING THE YEAR, IT WOULD BE ADDRESSED BY THE PRESIDENT/CEO AND THE EXECUTIVE COMMITTEE OF THE BOARD. IF THE SITUATION INVOLVED AN EXECUTIVE COMMITTEE MEMBER, BOMI WOULD INVOLVE THE GOVERNANCE COMMITTEE AND/OR THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE (E.C.) OF THE BOARD OF TRUSTEES MEETS WITH THE PRESIDENT AND CEO AT LEAST MONTHLY AND, FOLLOWING EACH MEETING, THE E.C. MEETS IN CLOSED SESSION. AT LEAST ONCE ANNUALLY, THE E.C. REVIEWS THE PERFORMANCE OF THE CEO AND THE ORGANIZATION. THIS MEETING GENERALLY TAKES PLACE DURING BUDGET DISCUSSIONS. AT THAT MEETING, THE E.C. DETERMINES THE SALARY LEVEL OF THE CEO FOR THE COMING YEAR. THIS PROCESS MOST RECENTLY TOOK PLACE IN JUNE 2021. THE PRESIDENT & CEO'S SALARY LEVEL IS DETERMINED BY THE E.C., BASED ON DATA IT BELIEVES IS SUFFICIENT TO SUBSTANTIATE IT. THIS MAY INCLUDE INDEPENDENT SALARY STUDIES OR DATA FROM SALARY SURVEYS. FOR THE LEADERSHIP TEAM (L.T.), PERFORMANCE REVIEWS ARE COMPLETED ANNUALLY AND SALARY LEVELS ARE SET ACCORDINGLY. THE PRESIDENT & CEO SIGNS OFF ON ALL L.T. SALARIES. THE BOARD OF TRUSTEES APPROVES AN OVERALL BUDGET, WHICH INCLUDES A POOL FOR SALARY INCREASES. ON OCCASION, BOMI INTERNATIONAL CONDUCTS AN EXTERNAL SALARY REVIEW TO COMPARE SALARIES TO OTHER NOT-FOR-PROFIT COMPANIES OF SIMILAR SIZE. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART X, LINE 24: ON FEBRUARY 26, 2021, BOMI RECEIVED LOAN PROCEEDS TOTALING $356,495 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART. BOMI INTENDS TO USE THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND BELIEVES THAT ITS USE OF THE LOAN PROCEEDS WILL MEET THE CONDITIONS FOR FORGIVENESS OF THE LOAN. BOMI INTENDS TO APPLY FOR FORGIVENESS AFTER COMPLETING THE 24 WEEK PERIOD. IF FORGIVENESS IS GRANTED, BOMI WILL RECORD REVENUE FROM DEBT EXTINGUISHMENTS DURING THE PERIOD THAT FORGIVENESS WAS APPROVED. BOMI CERTIFICATION INC 900 BESTGATE ROAD SUITE 206 ANNAPOLIS MD 21401 833263066 CONDUCTING CERTIFICATION PROGRAMS FOR COMMERCIAL BUILDING OWNERS & MANAGERS MD 501(C)(6) N/A N/A 0 BOMI EDUCATION CANADA 229 YONGE STREET SUITE 400 TORONTO ON M5B 1N9 CA TRAINING & DEVELOPMENT NEEDS OF COMMERCIAL PROPERTY PROFESSIONALS IN CANADA CA 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 BOMI CERTIFICATION INC D 586286 ACTUAL BOMI EDUCATION CANADA S 860906 ACTUAL