2021-10-21T09:47:50-05:00 2020-12-31 BDO USA LLP 330 N Wabash Suite 3200 CHICAGO IL 60611 990 2020-01-01 363743268 CCIM Institute % MARIE FAHRENBACH CCIM 3123214460 430 N MICHIGAN AVENUE STE 700 CHICAGO IL 60611 Gail Collins Deputy CEO 3123214460 2021-10-13 true Gail Collins 999009999 Jacob Cook P01240455 3128569100 2 2020 2022-09-23 18:48:47Z Gail Collins 430 N MICHIGAN AVENUE STE 700 CHICAGO IL 60611 14047446 false X WWW.CCIM.COM X 1969 IL THE DEVELOPMENT OF MEMBERS ENGAGED IN THE COMMERCIAL INVESTMENT REAL ESTATE SPECIALTY THROUGH EDUCATION PROGRAMS AND LITERATURE. 86 80 58 256 141629 0 0 0 14163749 12543743 257342 390558 192357 255301 14613448 13189602 0 0 0 0 5406959 5096821 0 0 0 9286237 7458340 14693196 12555161 -79748 634441 22556340 23604665 7032200 6695405 15524140 16909260 THE MISSION OF CCIM INSTITUTE IS TO ELEVATE OUR MEMBERS TO THE HIGHEST LEVELS OF SUCCESS IN THE COMMERCIAL REAL ESTATE PROFESSION. false false EDUCATION: THE CCIM EDUCATION PROGRAM OFFERS THE HIGHEST QUALITY EDUCATION FOR COMMERCIAL INVESTMENT REAL ESTATE PROFESSIONALS. FOR 2020, THE CCIM EDUCATION SERVED 11,200 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. false false false true false false false false false true false true false true true false true false true true false false false false false false false false true false false false false false false false false false false false true true true false true 67 0 true 58 true true true false false false false false false false X 86 80 true false false false true true false true true false true true true true true true true true true true false X X MARIE FAHRENBACH 3123214473 430 N MICHIGAN AVENUE CHICAGO IL 60611 X Gregory Fine EVP/CEO 38.0 2.0 X 320420 0 48002 Gail Collins Deputy CEO 38.0 2.0 X 207461 0 36843 Marie Fahrenbach CFO 36.0 4.0 X 188149 0 16903 Jennifer Weed Vice President of Education 40.0 0.0 X 138623 0 30393 Alexandrea Hanba Vice President of Operations 37.0 3.0 X 150022 0 13600 Richard Rosfelder VP of Strategic Communications 37.0 3.0 X 126479 0 29293 Larry Guthrie Director of Communications 40.0 0.0 X 112295 0 23643 Joe Fisher Director 1.0 0.0 X 53000 0 0 Eddie D Blanton President 1.0 0.0 X X 50000 0 0 Timothy S Blair President-Elect 1.0 1.0 X X 35000 0 0 Lydia Bennett Director 1.0 0.0 X 30825 0 0 Barbara Crane Director 1.0 1.0 X 29500 0 0 Leslie G Callahan III First Vice President 1.0 0.0 X X 25000 0 0 Byron Smith Director 1.0 0.0 X 21125 0 0 Eric Hillenbrand Director 1.0 0.0 X 18500 0 0 Soozi Jones Walker Director 1.0 1.0 X 17500 0 0 Chuck Connely IV Treasurer 1.0 0.0 X X 15000 0 0 David Ellermann Director 1.0 0.0 X 8000 0 0 Evelyn Ward Director 1.0 0.0 X 6500 0 0 Robin Webb Director 1.0 0.0 X 5000 0 0 Jay Taylor Director 1.0 0.0 X 3000 0 0 Steve Price Director 1.0 0.0 X 2000 0 0 Steve Rich Treasurer-Elect 1.0 0.0 X X 0 0 0 Sharon Carz Director 1.0 0.0 X 0 0 0 D'Etta Casto-DeLeon Director 1.0 0.0 X 0 0 0 Sue Earnest Director 1.0 0.0 X 0 0 0 Mohamed Elkayal Director 1.0 0.0 X 0 0 0 J Max Hamidi Director 1.0 0.0 X 0 0 0 Ellen Hsu Director 1.0 1.0 X 0 0 0 Harold Huggins Director 1.0 0.0 X 0 0 0 Randy Krise Director 1.0 0.0 X 0 0 0 Michael Marechal Director 1.0 0.0 X 0 0 0 Karlos McGhee Director 1.0 0.0 X 0 0 0 Bobbi Miracle Director 1.0 0.0 X 0 0 0 Shad Phipps Director 1.0 0.0 X 0 0 0 Chere Roane Director 1.0 0.0 X 0 0 0 Ann Trandai Director 1.0 0.0 X 0 0 0 Bill Adams Director 1.0 0.0 X 0 0 0 Keith Andrews Director 1.0 0.0 X 0 0 0 Sandy Benak Director 1.0 0.0 X 0 0 0 Eddie Buxton Director 1.0 0.0 X 0 0 0 Robin Civish Director 1.0 0.0 X 0 0 0 Andie Edmonds Director 1.0 1.0 X 0 0 0 Mark Hinkins Director 1.0 0.0 X 0 0 0 Beverly Keith Director 1.0 0.0 X 0 0 0 Walter Lui Director 1.0 1.0 X 0 0 0 Bobbie Mastracci Director 1.0 0.0 X 0 0 0 James Robertson Director 1.0 1.0 X 0 0 0 David Schnitzer Director 1.0 1.0 X 0 0 0 Brad Waken Director 1.0 0.0 X 0 0 0 Craig Blorstad Director 1.0 0.0 X 0 0 0 Chad Gleason 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false true X true false false false true 7240472 141843 44511 186354 217214 -30860 1891555 825289 1066266 403179 327837 75342 3788614 2363061 1425553 2567161 CCIM TECHNOLOGIES, INC. 4040292 C 4040292 0 DUE TO CCIM TECH 67320 DUE TO CCIM FOUNDATION -48832 18488 X Schedule D, Part X, Line 2 THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC 740, "ACCOUNTING FOR UNCERTAINTY OF INCOME TAXES," WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY OF INCOME TAXES. IN ACCORDANCE WITH FASB ASC 740, A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS MORE THAN 50% LIKELY THAT IT WOULD BE UPHELD IN A TAX EXAMINATION. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX PROVISIONS AS INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. AS OF DECEMBER 31, 2020 AND 2019, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS AND NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES. THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES ON INCOME RELATED TO ITS EXEMPT PURPOSE UNDER INTERNAL REVENUE CODE SECTION 501(C)(6). THE INSTITUTE ALSO HAS CERTAIN ACTIVITIES THAT ARE REPORTED AS UNRELATED BUSINESS ACTIVITY. THOSE ACTIVITIES ARE OFFSET AGAINST RELATED EXPENSES AND THEREFORE DID NOT RESULT IN ANY INCOME TAX. East Asia and the Pacific 0 4 Program Services EDUCATION & PROMOTION 34000 Europe (Including Iceland and Greenland) 0 1 Program Services Education & Promotion 15000 North America 0 2 Program Services Education & Promotion 7000 Russia and the Newly Independent States 0 0 Program Services Education & Promotion 4000 0 7 0 7 60000 60000 false false false false false false X true false X X X false false false Gregory Fine EVP/CEO 320420 0 0 0 0 0 31211 0 16791 0 368422 0 0 0 Gail Collins Deputy CEO 207461 0 0 0 0 0 20000 0 16843 0 244304 0 0 0 Marie Fahrenbach CFO 188149 0 0 0 0 0 0 0 16903 0 205052 0 0 0 Alexandrea Hanba Vice President of Operations 150022 0 0 0 0 0 13600 0 0 0 163622 0 0 0 Jennifer Weed Vice President of Education 138623 0 0 0 0 0 13600 0 16793 0 169016 0 0 0 Richard Rosfelder VP of Strategic Communications 126479 0 0 0 0 0 12500 0 16793 0 155772 0 0 0 Schedule J, Part I, Line 1a THE OFFICERS OF THE INSTITUTE (PRESIDENT, PRESIDENT-ELECT, FIRST VICE PRESIDENT, AND TREASURER) WILL BE PROVIDED WITH A FLAT ANNUAL DISCRETIONARY FUND. THIS IS $50,000 FOR THE PRESIDENT, $35,000 FOR THE PRESIDENT-ELECT, $25,000 FOR THE FIRST VICE PRESIDENT, AND $15,000 FOR THE TREASURER. 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. 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 RELATIOSHIP. 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 COMPLETED FORM 990 IS REVIEWED BY THE EXECUTIVE VICE PRESIDENT, 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, LINES 15A/15B 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 OFFICERSKEY 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 THE FOLLOWING BOARD MEMBERS RECEIVED COMPENSATION FOR INSTRUCTING CCIM INSTITUTE COURSES, DEVELOPING CURRICULUM MATERIAL, AND/OR OPERATIONS CONSULTING: JOE FISHER: $53,000 LYDIA BENNET: 30,825 BARBARA CRANE: 29,500 BYRON SMITH: 21,125 ERIC HILLENBRAND: 18,500 SOOZI JONES WALKER 17,500 DAVID ELLERMAN: 8,000 EVELYN WARD: 6,500 ROBIN WEBB: 5,000 JAY TAYLOR: 3,000 STEVEN R. 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