2020-07-15T12:18:05-05:00 2019-06-30 741769118 BRIGGS & VESELKA CO LLP NINE GREENWAY PLAZA SUITE 1700 HOUSTON TX 77046 990 2018-07-01 382402699 INTERNATIONAL FACILITY MANAGEMENT ASSOC INTE 7136234362 800 GESSNER ROAD SUITE 900 HOUSTON TX 770244257 JIM VETTER CONTROLLER 7136234352 2020-07-15 1 CRYSTAL GATES P00683455 7136679147 2020-07-15 216.215.114.94 2020-07-15 12:06:53 CD P 7D39DF5D47748382D16DD90EF2260B978B4669E3 8A44E03E3BA1A0603749A32F54DC5BBF0AF9D53C 2018 2022-01-07 14:23:13Z JIM VETTER 800 GESSNER ROAD SUITE 900 HOUSTON TX 770244257 16835118 0 X WWW.IFMA.ORG X 1980 MI TO ADVANCE THE PROFESSIONAL DISCIPLINE OF FACILITY MANAGEMENT WORLDWIDE. 12 12 84 0 5270735 0 4654912 4582210 9425081 10232865 306875 113362 1257815 576258 15644683 15504695 0 0 0 0 7238570 5412722 0 0 0 9179877 8431675 16418447 13844397 -773764 1660298 8280494 9326868 7395305 6937807 885189 2389061 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 63 0 1 84 1 1 1 0 0 0 0 0 0 0 X 12 12 0 0 1 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 WILLIAM M O'NEILL PAST CHAIRMAN 15.00 X 0 0 0 GRAHAM JOHN TIER CHAIRMAN 15.00 X 0 0 0 PETER ANKERSTJERNE SECOND VICE CHAIR 15.00 X 0 0 0 KEITH A DIAS DIRECTOR 5.00 X 0 0 0 LAURIE A GILMER DIRECTOR 5.00 X 0 0 0 GORDON HICKS DIRECTOR 5.00 X 0 0 0 LOUISE PANNETON DIRECTOR 5.00 X 0 0 0 DARRELL D SMITH DIRECTOR 5.00 X 0 0 0 JOHN CARRILLO FIRST VICE CHAIR 15.00 X 0 0 0 BEVERLY FARRINGTON DIRECTOR 5.00 X 0 0 0 KATE NORTH DIRECTOR 5.00 X 0 0 0 MICHAEL REDDING DIRECTOR 5.00 X 0 0 0 DEAN STANBERRY DIRECTOR 5.00 X 0 0 0 TONY KEANE PRESIDENT & C.E.O 10.00 X 335267 0 0 DON GILPIN CHIEF OPERATING OFFICER 50.00 X 75308 0 0 CATHY A PAVICK DIECTOR, PROFESSIONAL DEVELOP 50.00 X 125822 0 5062 JEFFREY JOHNSON EXECUTIVE DIRECTOR GOV'T AFFAIRS 50.00 X 169951 0 0 JENNIFER MUESSE DIRECTOR, ACCOUNTING 50.00 X 108119 0 4690 NICKALOS ANTHONY ROCHA DIRECTOR, RESEARCH OPERATIONS 50.00 X 108424 0 4149 ERIN BETH SEVITZ DIRECTOR, COMMUNICATIONS 50.00 X 110535 0 3123 1033426 0 17024 8 0 1 0 RED THREAD BRANDS 8926 COLLEEN ROAD HOUSTON TX 77080 PROJECT FEES, REPORTING TOOLS, ETC. 360600 CITYFRONT HOTEL ASSOCIATES LP 301 EAST NORTH WATER STREET CHICAGO IL 60611 FACILITY FUSION 283714 TALBOTT SEARCH LLC 6740 DERBYSHIRE RD SUITE A INDIANAPOLIS IN 46227 NONPROFIT EXECUTIVE SEARCH 200617 PACE LLP 1220 NORTH FILLMORE STREET ARLINGTON VA 22201 FEDERAL GOVERNMENT CONSULTING SERVICES 111017 4 4582210 4582210 EDUCATION AND CERTIFICATION 611710 5175509 5175509 ANNUAL CONFERENCE AND EXHIBITION 611710 4912978 4912978 PUBLICATIONS AND INFORMATION 611710 144378 144378 10232865 128685 128685 64554 64554 1287452 1302775 -15323 -15323 -15323 27648 -27648 -27648 ADVERTISING IN FM JOURNAL 541800 257757 257757 IFMA FOUNDATION OVERHEAD EXPENSE 561000 134973 134973 ONLINE ADVERTISING (ON WEBSITE) 519130 100000 100000 46622 46622 539352 15504695 218501 5270735 5433249 175308 4849337 388077 1358106 56133 45160 81598 36135 93092 808348 659605 399108 404127 225328 1750101 86486 611063 107502 SELF STUDY PROGRAMS 1097763 EXECUTIVE BOARD AND COM 274444 BOARD INITIATIVES 192741 MISCELLANEOUS EXPENSES 137636 7199 13844397 360123 1391497 1633623 1597331 -301 420 26418 0 360003 591652 3923298 3066121 1322400 857177 3770887 3893416 90000 90000 297280 307585 420061 597790 8280494 9326868 1385640 1167819 4203980 4544303 1805685 1225685 7395305 6937807 X 885189 2389061 885189 2389061 8280494 9326868 X 1660298 46216 -202642 X X 0 1 X 1 0 0 0 0 4583973 81598 81598 163196 -81598 991527 627967 363560 2588189 2127294 460895 343582 310860 32722 857177 EDUCATION COURSE DEVELOPMENT COSTS, NET OF AMORTIZATION 597790 597790 15976523 46216 524578 570794 15405729 36135 62831 98966 15504695 14442029 693118 693118 13748911 36135 59351 95486 13844397 PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME FROM SUBSIDIARY - IFMA INDIA 82,415. INCOME FROM SUBSIDIARY - IFMA CHINA 286,452. INCOME FROM SUBSIDIARY - FM RESEARCH AND INFORMATION CENTER 151,636. INCOME FROM SUBSIDIARY - IFMA CHINA 156. INTEREST EXPENSE -86,486. FOREIGN INCOME TAX -17,445. INCOME FROM SUBSIDIARY - IFMA INDIA 107,848. ROUNDING 2. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROYALTY INCOME 515. COST OF PROMOTIONAL ITEMS SOLD AND OTHER -27,648. OVERHEAD INCOME FROM SUBSIDIARY - FM RESEARCH AND INFORMATION CENTER 89,964. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM SUBSIDIARY - IFMA INDIA 63,615. EXPENSES FROM SUBSIDIARY - IFMA CHINA 298,790. EXPENSES FROM SUBSIDIARY - FM RESEARCH AND INFORMATION CENTER 231,626. EXPENSES FROM SUBSIDIARY - IFMA BUILT ENVIRONMENT TECHNOLOGY ASSOCIATION 3,853. BAD DEBT EXPENSE 202,643. AUDIT ADJUSTMENT -89,964. FOREIGN INCOME TAX -17,445. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 86,486. ROYALTY INCOME 515. COST OF PROMOTIONAL ITEMS SOLD AND OTHER -27,648. ROUNDING -2. 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 X 1 1 X X X X 0 0 0 TONY KEANE PRESIDENT & C.E.O 335267 0 0 0 0 0 0 0 0 0 335267 0 0 0 JEFFREY JOHNSON EXECUTIVE DIRECTOR GOV'T AFFAIRS 169951 0 0 0 0 0 0 0 0 0 169951 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. FORM 990, PART VI, SECTION A, LINE 4 SEE ATTACHED AMENDED BYLAWS FOR JULY 18, 2018. 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 -202,643. ROUNDING 1. 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, 2019 WERE CONSOLIDATED WITH THAT OF INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION AS OF JUNE 30, 2019 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, 2019 HAVE BEEN CONSOLIDATED WITH THAT OF ASSOCIATION AS OF AND FOR THE FISCAL YEAR ENDED JUNE 30, 2019 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, 2019 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, 2019. 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 1 0 0 1 0 0 0 0 FM RESEARCH AND INFORMATION CENTER L 89964 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, 2019 WERE CONSOLIDATED WITH THAT OF INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION AS OF JUNE 30, 2019 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, 2019 HAVE BEEN CONSOLIDATED WITH THAT OF ASSOCIATION AS OF AND FOR THE FISCAL YEAR ENDED JUNE 30, 2019 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, 2019 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, 2019.