SIOR FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SIOR FOUNDATION (EIN 52-0808480)
Tax period
2019-09-01 to 2020-08-31
Filed
2021-03-23
IRS object ID
202110829349300006
Schema version
2019v5.2
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

FieldValueIRS element (for citing)
Return2021-03-23T08:37:53-05:00ReturnTs
Tax Period End2020-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1901 N GLEBE RD SUITE 200AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22203ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520808480EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIOR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIORBusinessNameControlTxt
Phone2024498208PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 NEW YORK AVENUE NW NO 350AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT HAMMONDPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2024498208PhoneNum
Signature2021-03-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAELA J CROMAR CPAPreparerPersonNm
PTINP00895728PTIN
Phone8178775000PhoneNum
Preparation2021-03-18PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT HAMMONDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 NEW YORK AVENUE NW NO 350AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,716,710GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SIORFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1962FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionPROMOTE & SUPPORT INITIATIVES THAT EDUCATE, ENHANCE & EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body47VotingMembersGoverningBodyCnt
Voting Members Independent45VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers48TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$373,267PYContributionsGrantsAmt
CY Contributions Grants$387,983CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$210,698PYInvestmentIncomeAmt
CY Investment Income$222,170CYInvestmentIncomeAmt
PY Other Revenue$1,393PYOtherRevenueAmt
CY Other Revenue$1,312CYOtherRevenueAmt
PY Total Revenue$585,358PYTotalRevenueAmt
CY Total Revenue$611,465CYTotalRevenueAmt
PY Grants And Similar Paid$261,752PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$232,638CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$47,017PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$49,901CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$51,421CYTotalFundraisingExpenseAmt
PY Other Expenses$159,662PYOtherExpensesAmt
CY Other Expenses$142,274CYOtherExpensesAmt
PY Total Expenses$468,431PYTotalExpensesAmt
CY Total Expenses$424,813CYTotalExpensesAmt
PY Revenues Less Expenses$116,927PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$186,652CYRevenuesLessExpensesAmt
Total Assets BOY$5,220,218TotalAssetsBOYAmt
Total Assets EOY$6,314,008TotalAssetsEOYAmt
Total Liabilities BOY$51,658TotalLiabilitiesBOYAmt
Total Liabilities EOY$84,309TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,168,560NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,229,699NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROMOTE AND SUPPORT INITIATIVES THAT EDUCATE, ENHANCE AND EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$97,742ExpenseAmt
Grant$94,500GrantAmt
Revenue$0RevenueAmt
DescSIOR CHAPTER MATCHING SCHOLARSHIP PROGRAM: TO ENCOURAGE AND ASSIST THE BEST AND BRIGHTEST STUDENTS STUDYING COMMERCIAL REAL ESTATE. SUPPORTED 18 SIOR CHAPTERS IN THE U.S. AND CANADA IN SUPPORTING 60 STUDENTS AT 27 EDUCATIONAL INSTITUTIONS AROUND THE U.S. AND CANADA, AS WELL AS 2 PROFESSIONALS ATTENDING CONTINUING EDUCATION PROGRAMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$103,974ExpenseAmt
Grant$100,500GrantAmt
Revenue$0RevenueAmt
DescGRANTS 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 Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$24,098ExpenseAmt
Grant$23,326GrantAmt
Revenue$0RevenueAmt
DescSIOR 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 5 SIOR CHAPTERS AND 2 REGIONS AROUND THE U.S., CANADA, TO PROVIDE 7 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)

ExpenseExpenseAmtGrantGrantAmtDescDesc
$9,049$8,000MILDRED 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.
$6,544$6,312STUDENT 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.
$262DAVID T. HOUSTON, JR. SIOR MEMORIAL SCHOLARSHIP PROGRAM: TO ENCOURAGE, PROMOTE, AND SUPPORT ADULT CONTINUING EDUCATION IN COMMERCIAL REAL ESTATE.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$15,855TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$14,312TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$241,669TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members47GoverningBodyVotingMembersCnt
Independent Voting Member45IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCORRINE NOWAKPersonNm
Phone2024498200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 NEW YORK AVENUE NW SUITE 350AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ROBERT HAMMOND
EXECUTIVE DIRECTOR1.9040.00Yes (X)$0$253,649$37,763
CORRINE NOWAK
DIRECTOR20.0020.00Yes (X)$0$76,225$14,435
AARON BARNARD
IMM PAST PRESIDENT1.00Yes (X)$0$0$0Yes (X)
ALBERT MCNEEL
PRESIDENT-ELECT & FUNDRAISING COMMITTEE CHAIR1.00Yes (X)$0$0$0Yes (X)
BARBARA JOHNSON
PROGRAMS & PR COMMITTEE CHAIR1.00Yes (X)$0$0$0Yes (X)
CHRISTOPHER CURTIS
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
PETER HANSON
ADVISORY COMMITTEE CHAIR1.00Yes (X)$0$0$0Yes (X)
RICHARD SLEASMAN
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
STAN KLEWENO
TREASURER1.00Yes (X)$0$0$0Yes (X)
THEODORE KONIGSBERG
GRANT & SCHOLARSHIP COMMITTEE CHAIR0.50Yes (X)$0$0$0Yes (X)
THOMAS MCCORMICK
PAST PRESIDENT AND SIOR CEO1.90Yes (X)$0$0$0Yes (X)
ADRIAN ARRIAGA
TRUSTEE0.50$0$0$0Yes (X)
BILL GINDER
PAST PRESIDENT0.50$0$0$0Yes (X)
CHRISTOPHER GARCIA
TRUSTEE0.50$0$0$0Yes (X)
CHRISTOPHER KIRK
TRUSTEE0.50$0$0$0Yes (X)
D SHELDON JOHNSON
TRUSTEE0.50$0$0$0Yes (X)
DANIEL DOHERTY
TRUSTEE0.50$0$0$0Yes (X)
DANIEL WILKINSON
TRUSTEE0.50$0$0$0Yes (X)
DAVID HAGAN
PAST PRESIDENT0.50$0$0$0Yes (X)
DAVID SCHILLER
TRUSTEE0.50$0$0$0Yes (X)
GARRY BOBKE
TRUSTEE0.50$0$0$0Yes (X)
GARY MARSH
TRUSTEE0.50$0$0$0Yes (X)
H ALLEN GUMP
PAST PRESIDENT0.50$0$0$0Yes (X)
J PETER WHATMORE
PAST PRESIDENT0.50$0$0$0Yes (X)
JACK O'DONOGHUE
TRUSTEE0.50$0$0$0Yes (X)
JAMES BOUDROT
TRUSTEE0.50$0$0$0Yes (X)
JESSE LAIKIN
TRUSTEE0.50$0$0$0Yes (X)
JOHN BARKER JR
TRUSTEE0.50$0$0$0Yes (X)
JOSEPH V BARNA
PAST PRESIDENT0.50$0$0$0Yes (X)
KEVIN CROWLEY
PAST PRESIDENT0.50$0$0$0Yes (X)
KRAIG HEETER
TRUSTEE0.50$0$0$0Yes (X)
LYNN REICH
PAST PRESIDENT0.50$0$0$0Yes (X)
MARK GOODE
TRUSTEE0.50$0$0$0Yes (X)
MATTHEW LEGUEN DE LACROIX
TRUSTEE0.50$0$0$0Yes (X)
MATTHEW OLSON
TRUSTEE0.50$0$0$0Yes (X)
MICHAEL CAPOBIANCO
TRUSTEE0.50$0$0$0Yes (X)
MICHAEL FALK
TRUSTEE0.50$0$0$0Yes (X)
MICHAEL OHMES
PAST PRESIDENT0.50$0$0$0Yes (X)
MILTON CHARBONNEAU
TRUSTEE0.50$0$0$0Yes (X)
NANCY MORSE
TRUSTEE0.50$0$0$0Yes (X)
PATRICIA LOVEALL
PAST PRESIDENT0.50$0$0$0Yes (X)
PATTI DILLON
TRUSTEE0.50$0$0$0Yes (X)
PETER RICHARDSON
TRUSTEE0.50$0$0$0Yes (X)
RANDALL WALKER
PAST PRESIDENT0.50$0$0$0Yes (X)
ROBERT DIKMAN
TRUSTEE0.50$0$0$0Yes (X)
ROBERT STANIFORTH
PAST PRESIDENT0.50$0$0$0Yes (X)
TERRY SMITH
TRUSTEE0.50$0$0$0Yes (X)
WILLIAM BURGESS
TRUSTEE0.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$329,874TotReportableCompRltdOrgAmt
Total Other Compensation$52,198TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$387,983AllOtherContributionsAmt
Noncash Contributions$12,950NoncashContributionsAmt
Total Contributions$387,983TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$87,440TotalRevenueColumnAmt
Exclusion$87,440ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,239,975SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,105,245SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$134,730SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$134,730TotalRevenueColumnAmt
Exclusion$134,730ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSCHOLARSHIP ADMIN FEESDesc
Business561000BusinessCd
Total Revenue Column$1,312TotalRevenueColumnAmt
Exclusion$1,312ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,312OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$611,465TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$223,482ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$210,387TotalAmt
Program Services$210,387ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$8,000TotalAmt
Program Services$8,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$14,251TotalAmt
Program Services$14,251ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$36,107TotalAmt
Program Services$1,972ProgramServicesAmt
Management And General$25,375ManagementAndGeneralAmt
Fundraising$8,760FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,375TotalAmt
Program Services$562ProgramServicesAmt
Management And General$7,081ManagementAndGeneralAmt
Fundraising$2,732FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,419TotalAmt
Program Services$185ProgramServicesAmt
Management And General$2,525ManagementAndGeneralAmt
Fundraising$709FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,540TotalAmt
Management And General$37,540ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$27,410TotalAmt
Management And General$27,410ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,267TotalAmt
Management And General$1,267ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,427TotalAmt
Management And General$2,550ManagementAndGeneralAmt
Fundraising$6,877FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Management And General$10,000ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,690TotalAmt
Management And General$2,690ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,626TotalAmt
Management And General$2,614ManagementAndGeneralAmt
Fundraising$12FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,388TotalAmt
Management And General$1,388ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
NON-EVENT FUNDRAISING E$30,686$30,686
PR PRINTING MATERIALS$11,117$11,117
DONATED GOODS$1,645$1,645

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,478TotalAmt
Program Services$6,312ProgramServicesAmt
Management And General$166ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$424,813TotalAmt
Program Services$241,669ProgramServicesAmt
Management And General$131,723ManagementAndGeneralAmt
Fundraising$51,421FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$15,437BOYAmt
EOY$62,125EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$179,660BOYAmt
EOY$93,080EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,000BOYAmt
EOY$6,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,573BOYAmt
EOY$2,442EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$64,514LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$59,514LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,388BOYAmt
EOY$5,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,000,982BOYAmt
EOY$6,129,953EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,178BOYAmt
EOY$15,408EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,220,218BOYAmt
EOY$6,314,008EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$30,435BOYAmt
EOY$21,084EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$4,504BOYAmt
EOY$13,085EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,719BOYAmt
EOY$50,140EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$51,658BOYAmt
EOY$84,309EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,578,459BOYAmt
EOY$5,624,824EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$590,101BOYAmt
EOY$604,875EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,168,560BOYAmt
EOY$6,229,699EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,220,218BOYAmt
EOY$6,314,008EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$186,652ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$874,487NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$324,325CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$358,723CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$330,304CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$373,267CurrentTaxYearMinus1YearAmt
Current Tax Year$387,983CurrentTaxYearAmt
Total$1,774,602TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$324,325CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$358,723CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$330,304CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$373,267CurrentTaxYearMinus1YearAmt
Current Tax Year$387,983CurrentTaxYearAmt
Total$1,774,602TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$77,026SubstantialContributorsTotAmt
Public Support Total170$1,697,576PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$69,962CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,520CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,408CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,924CurrentTaxYearMinus1YearAmt
Current Tax Year$87,440CurrentTaxYearAmt
Total$380,254TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,940CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,387CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,386CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,393CurrentTaxYearMinus1YearAmt
Current Tax Year$1,312CurrentTaxYearAmt
Total$7,418TotalAmt
FieldValueIRS element (for citing)
Total Support$2,162,274TotalSupportAmt
Public Support CY1700.78510PublicSupportCY170Pct
Public Support PY1700.78880PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, SECTION B, LINE 10:FormAndLineReferenceDesc
ExplanationSCHOLARSHIP 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$64,514OtherCostOrOtherBasisAmt
Depreciation$59,514DepreciationAmt
Book Value$5,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,000TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO SIORDesc
Amt$50,140Amt
FieldValueIRS element (for citing)
Total Liability$50,140TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,486,363TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$874,487NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$27,821DonatedServicesAndUseFcltsAmt
Revenue Not Reported$902,308RevenueNotReportedAmt
Revenue Subtotal$584,055RevenueSubtotalAmt
Investment Expenses Not Incld$27,410InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$27,410RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$611,465TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$425,224TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$27,821DonatedServicesUseFcltsAmt
Expenses Not Reported$27,821ExpensesNotReportedAmt
Expenses Subtotal$397,403ExpensesSubtotalAmt
Investment Expenses Not Incld2$27,410InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$27,410ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$424,813TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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 2020 AND 2019, 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 F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTS TO RECIPIENTS LOCATED IN REGIONN/A$10,925
NORTH AMERICA00GRANTS TO RECIPIENTS LOCATED IN REGIONN/A$3,326
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$14,251SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$14,251TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEUROPE (INCLUDING ICELAND & GREENLAND)RegionTxt
Purpose Of GrantTO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS AND SCHOLARSHIPS.PurposeOfGrantTxt
Cash Grant$10,925CashGrantAmt
Manner Of Cash DisbursementWIRE TRANSFERMannerOfCashDisbursementTxt
Description Of Non Cash AsstN/ADescriptionOfNonCashAsstTxt
Valuation Method UsedN/AValuationMethodUsedDesc
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2: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.
PART I, LINE 3:BOOK
PART III ACCOUNTING METHOD:

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
INDUSTRIAL ASSET MANAGEMNET COUNCIL
6625 THE CORNERS PARKWAY STE 200PEACHTREE CORNERSGA30092134204733501(C)(6)$7,000N/AN/ATO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS.
REAL ESTATE EXECUTIVE COUNCIL
330 N WABASH AVE 23RD FLCHICAGOIL60611830351380501(C)(6)$25,000N/AN/ATO SUPPORT SUMMER ACADEMIC PROGRAM FOR UNDERSERVED AND DISADVANTAGED HIGH SCHOOL STUDENTS
SIOR ARIZONA CHAPTER
2390 CAMELBACK RD STE 100PHOENIXAZ85016471826078501(C)(6)$6,000N/AN/ATO SUPPORT THREE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES.
SIOR CAROLINAS CHAPTER
23 OAK BRANCH DRGREENSBORONC27407561304185501(C)(6)$8,500N/AN/ATO PROVIDE SUPPORT FOR STUDENTS STUDYING AT 2 ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. TO PROVIDE COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS.
SIOR CONNECTICUT CHAPTER
103 MILL PLAIN RDDANBURYCT06811472479704501(C)(6)$6,764N/AN/ATO SUPPORT ONE STUDENT STUDYING REAL ESTATE AT AN ACCREDITED UNIVERSITY TO ATTEND A NATIONAL REAL ESTATE CONFERENCE. TO PROVIDE SUPPORT FOR 6 STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES.
SIOR FLORIDA CHAPTER
777 BRICKELL AVE STE 900MIAMIFL33131204369236501(C)(6)$11,084N/AN/ATO SUPPORT TWO STUDENTS STUDYING REAL ESTATE AT THREE ACCREDITED UNIVERSITIES TO ATTEND A NATIONAL REAL ESTATE CONFERENCE. TO PROVIDE SUPPORT FOR STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES.
SIOR GREATER LOS ANGELES CHAPTER
16830 VENTURA BLVD STE JENCINOCA91436953668753501(C)(6)$6,000N/AN/ATO SUPPORT TWO STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES.
SIOR MINNESOTA CHAPTER
225 S 6TH ST STE 4760MINNEAPOLISMN55402270683839501(C)(6)$9,000N/AN/ATO SUPPORT SIX STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES.
SIOR NORTH TEXAS CHAPTER
5950 BERKSHIRE LN STE 500DALLASTX75225472225107501(C)(6)$10,000N/AN/ATO SUPPORT EIGHT STUDENTS STUDYING AT FIVE ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES.
SIOR OREGON CHAPTER
6745 SW HAMPTON STE 101PORTLANDOR97223262395230501(C)(6)$6,000N/AN/ATO SUPPORT FIVE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES.
SIOR PHILADELPHIA CHAPTER
500 NORTH 12TH STLEMOYNEPA17043237182740501(C)(6)$10,000N/AN/ATO SUPPORT FIVE STUDENTS STUDYING AT FIVE ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES.
SIOR ST LOUIS CHAPTER
7700 FORSYTH BLVD STE 900ST LOUISMO63105431389713501(C)(6)$8,500N/AN/ATO PROVIDE SUPPORT FOR 3 STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES. TO PROVIDE COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS.
SIOR WESTERN MISSOURIKANSAS CHAPTER
1100 WALNUT STE 2000KANSAS CITYMO64106800611868501(C)(6)$6,000N/AN/ATO SUPPORT TWO STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES.
SIOR WISCONSIN
250 E WISCONSIN AVE STE 725MILWAUKEEWI53202050604340501(C)(6)$6,000N/AN/ATO SUPPORT TWO STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES.
SOCIETY OF INDUSTRIAL AND OFFICE REALTORS
1201 NEW YORK AVE NW STE 350WASHINGTONDC20005530184820501(C)(6)$61,000N/AN/ATO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS.
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org15TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPGrantTypeTxt
Recipient1RecipientCnt
Cash Grant$8,000CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE SIOR FOUNDATION (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

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROBERT HAMMONDPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$219,505CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$23,187BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$10,957OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$21,671DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$16,092NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$291,412TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE 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 ROBERT HAMMOND; HIS TIME IS CONSIDERED AS AN IN-KIND DONATION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1THE EXECUTIVE COMMITTEE CONSISTS OF THE PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, TREASURER, IMMEDIATE PAST PRESIDENT, AND THE CHAIRS OF THE STANDING COMMITTEES. THE EXECUTIVE COMMITTEE IS EMPOWERED TO MAKE DAY-TO-DAY MANAGEMENT DECISIONS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 2DAVID HAGAN, BARBARA JOHNSON, J. PETER WHATMORE, AND RICHARD SLEASMAN WORK FOR THE SAME COMPANY. PATTI DILLON, DANIEL DOHERTY, MICHAEL FALK, H. ALLEN GUMP, CHRISTOPHER KIRK, LYNN REICH, TERRY SMITH, AND DANIEL WILKINSON WORK FOR THE SAME COMPANY. AARON BARNARD, MILTON CHARBONNEAU, MICHAEL OHMES, AND DAVID SCHILLER WORK FOR THE SAME COMPANY. CHRIS GARCIA AND JESSE LAIKIN WORK FOR THE SAME COMPANY. KRAIG HEETER AND PATRICIA LOVEALL WORK FOR THE SAME COMPANY. GARRY BOBKE, JAMES BOUDROT, PETER HANSON, WILLIAM HANSON AND ROBERT STANIFORTH WORK FOR THE SAME COMPANY.
FORM 990, PART VI, SECTION B, LINE 11BMANAGEMENT REVIEWS AND DISTRIBUTES THE DRAFT FORM 990 AND SUPPORTING SCHEDULES TO THE EXECUTIVE COMMITTEE FOR REVIEW, COMMENT, AND CORRECTIONS. THE FINAL DRAFT WILL BE DISTRIBUTED TO THE FOUNDATION BOARD OF TRUSTEES FOR REVIEW AND COMMENT UP TO ONE WEEK PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15THE 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.
FORM 990, PART VI, SECTION C, LINE 19THE 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

FieldValueIRS element (for citing)
Business Name Line1THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NARBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 NEW YORK AVENUE NW 350AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
EIN530184820EIN
Primary ActivitiesPROFESSIONAL ASSOCIATIONPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(C)(6)ExemptCodeSectionTxt
Public Charity StatusN/APublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR
B$61,000BOOK VALUE
THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR
O$49,902BOOK VALUE
THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR
P$67,879BOOK VALUE

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