2019-03-18T12:20:40-05:00 2018-08-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2017-09-01 520808480 SIOR FOUNDATION SIOR 2024498200 1201 NEW YORK AVENUE NW NO 350 WASHINGTONTON DC 20005 ROBERT HAMMOND EXECUTIVE DIRECTOR 2024498200 2019-03-17 1 IVY BECKHAM P01316131 5712279500 67.137.57.251 2019-03-17 22:34:15 ED P EC8E3AB080DBEC95795E073DF7D20F3E654B0034 3F26782FE4A8D097B8E6D44DA42E2066FBD559CC 2017 2019-02-21 02:37:17Z ROBERT HAMMOND 1201 NEW YORK AVENUE NW NO 350 WASHINGTONTON DC 20005 961500 0 X WWW.SIORFOUNDATION.ORG X 1962 DC PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, ENHANCE & EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY. 45 45 0 50 0 0 358723 330304 0 0 224081 175191 1387 1386 584191 506881 153950 212130 0 0 63931 53660 0 0 63193 155994 134143 373875 399933 210316 106948 4381275 4980171 21622 36363 4359653 4943808 X PROMOTE AND SUPPORT INITIATIVES THAT EDUCATE, ENHANCE AND EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY. 0 0 94469 85045 SIOR CHAPTER MATCHING SCHOLARSHIP PROGRAM: TO ENCOURAGE AND ASSIST THE BEST AND BRIGHTEST STUDENTS STUDYING COMMERCIAL REAL ESTATE. SUPPORTED 21 SIOR CHAPTERS IN THE U.S. AND CANADA IN SUPPORTING 66 STUDENTS AT 31 EDUCATIONAL INSTITUTIONS AROUND THE U.S. AND CANADA, AS WELL AS 4 PROFESSIONAL ATTENDING CONTINUING EDUCATION PROGRAMS. 73889 72000 GRANTS 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. 45660 44498 SIOR 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 8 SIOR CHAPTERS AND 2 REGIONS AROUND THE U.S., CANADA, TO PROVIDE 10 COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS WITH LEADING INDUSTRY EXPERT SPEAKERS THAT IMPACTED OVER 1,400 COMMERCIAL REAL ESTATE PROFESSIONALS. 8597 5587 STUDENT 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. 6077 5000 MILDRED 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. 309 DAVID T. HOUSTON, JR. SIOR MEMORIAL SCHOLARSHIP PROGRAM: TO ENCOURAGE, PROMOTE, AND SUPPORT ADULT CONTINUING EDUCATION IN COMMERCIAL REAL ESTATE. 14983 10587 229001 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 X 45 45 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA IL NY X ROBERT HAMMOND 2024498200 1201 NEW YORK AVENUE NW SUITE 350 WASHINGTON DC 20005 BILL GINDER PRESIDENT 1.00 X X 0 0 0 AARON BARNARD PRESIDENT-ELECT 1.00 X X 0 0 0 CHRISTOPHER CURTIS VICE PRESIDENT 1.00 X X 0 0 0 STAN KLEWENO TREASURER 1.00 X X 0 0 0 DAVID HAGAN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 PETER HANSON ADVISORY COMMITTEE CO-CHAIR 1.00 X X 0 0 0 THOMAS MCCORMICK ADVISORY COMMITTEE CO-CHAIR 1.00 0.50 X X 0 0 0 ALBERT MCNEEL FUNDRAISING COMMITTEE CHAIR 1.00 X X 0 0 0 RICHARD SLEASMAN PROGRAMS & PR COMMITTEE CHAIR 1.00 X X 0 0 0 JOHN ALDRICH PAST PRESIDENT 0.50 X 0 0 0 GEOFFREY KREUSSER PAST PRESIDENT 0.50 X 0 0 0 H ALLEN GUMP PAST PRESIDENT 0.50 1.00 X 0 0 0 J PETER WHATMORE PAST PRESIDENT 0.50 0.50 X 0 0 0 JOSEPH V BARNA PAST PRESIDENT 0.50 X 0 0 0 KEVIN CROWLEY PAST PRESIDENT 0.50 X 0 0 0 LYNN REICH PAST PRESIDENT 0.50 0.50 X 0 0 0 MICHAEL OHMES PAST PRESIDENT 0.50 X 0 0 0 PATRICIA LOVEALL PAST PRESIDENT 0.50 0.50 X 0 0 0 RANDALL WALKER PAST PRESIDENT 0.50 X 0 0 0 ROBERT STANIFORTH PAST PRESIDENT 0.50 X 0 0 0 JOHN BARKER JR TRUSTEE 0.50 X 0 0 0 BARBARA JOHNSON TRUSTEE 0.50 X 0 0 0 CHRISTOPHER GARCIA TRUSTEE 0.50 X 0 0 0 CHRISTOPHER KIRK TRUSTEE 0.50 X 0 0 0 D SHELDON JOHNSON TRUSTEE 0.50 X 0 0 0 DANIEL DOHERTY TRUSTEE 0.50 0.50 X 0 0 0 DANIEL WILKINSON TRUSTEE 0.50 X 0 0 0 DAVID SCHILLER TRUSTEE 0.50 X 0 0 0 GARRY BOBKE TRUSTEE 0.50 X 0 0 0 GARY MARSH TRUSTEE 0.50 X 0 0 0 JAMES BOUDROT TRUSTEE 0.50 X 0 0 0 JOHN DOHM TRUSTEE 0.50 X 0 0 0 KRAIG HEETER TRUSTEE 0.50 X 0 0 0 MARK GOODE TRUSTEE 0.50 X 0 0 0 MATTHEW LEGUEN DE LACROIX TRUSTEE 0.50 X 0 0 0 MATTHEW OLSON TRUSTEE 0.50 X 0 0 0 MICHAEL CAPOBIANCO TRUSTEE 0.50 X 0 0 0 MILTON CHARBONNEAU TRUSTEE 0.50 X 0 0 0 PATRICK SENTER TRUSTEE 0.50 X 0 0 0 PATTI DILLON TRUSTEE 0.50 X 0 0 0 ROBERT DIKMAN TRUSTEE 0.50 X 0 0 0 RONALD KING TRUSTEE 0.50 X 0 0 0 TERRY SMITH TRUSTEE 0.50 0.50 X 0 0 0 THEODORE KONIGSBERG TRUSTEE 0.50 X 0 0 0 WILLIAM BURGESS TRUSTEE 0.50 X 0 0 0 WALT ARRINGTON TRUSTEE (01/17 - 10/17) 0.50 X 0 0 0 JILL RASMUSSEN TRUSTEE (01/17 - 10/17) 0.50 X 0 0 0 KEVIN BEAUDRY TRUSTEE (01/17 - 10/17) 0.50 X 0 0 0 MARK LINSALATA TRUSTEE (01/17 - 10/17) 0.50 X 0 0 0 STEWART RANDALL TRUSTEE (01/17 - 10/17) 0.50 X 0 0 0 MICHAEL ROBERTS EXECUTIVE DIRECTOR 4.00 37.50 X 0 136941 21847 0 136941 21847 0 0 1 0 0 330304 14740 330304 73408 73408 556402 454619 101783 101783 101783 SCHOLARSHIP ADMIN FEES 561000 1386 1386 1386 506881 0 0 176577 184027 184027 5000 5000 23103 23103 41192 10798 21499 8895 9973 1161 6236 2576 2495 654 1302 539 32131 32131 24075 24075 1086 1086 10501 9 2433 8059 40 40 5169 5169 2868 2832 36 4315 4315 DIRECT FUNDRAISING EXP 33162 33162 PR PRINTING MATERIALS 6066 6066 BAD DEBT 6000 6000 DONATED GOODS 3926 3926 4804 4249 555 399933 229001 107739 63193 48039 26016 103289 149009 18044 9000 5000 2925 3047 64523 61285 7553 3238 4186030 4778497 10395 11364 4381275 4980171 12739 22294 4926 4545 3957 9524 21622 36363 X 3772734 4365559 586919 578249 4359653 4943808 4381275 4980171 106948 477207 0 X 1 X 1 X 1 0 X 303207 317835 324325 358723 330304 1634394 303207 317835 324325 358723 330304 1634394 60624 1573770 63451 66560 69962 68520 73408 341901 1764 1736 1940 1387 1386 8213 1984508 0.79300 0.76800 X SCHEDULE A, PART II, SECTION B, LINE 10: SCHOLARSHIP 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. 64523 61285 3238 3238 DUE TO SIOR 9524 9524 X 1005013 477207 20925 498132 506881 0 506881 420858 20925 20925 399933 0 399933 PART X, LINE 2: THE 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 2018 AND 2017, 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. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS AND SCHOLARSHIPS. 11058 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS AND SCHOLARSHIPS. 12045 0 0 0 0 0 0 23103 0 23103 EUROPE (INCLUDING ICELAND & GREENLAND) TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS AND SCHOLARSHIPS. 11058 CHECK, WIRE TRANSFER BOOK NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS AND SCHOLARSHIPS. 12045 CHECK BOOK 0 2 0 0 0 0 0 0 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 1 INDUSTRIAL ASSET MANAGEMENT COUNCIL INC (IAMC) 6625 THE CORNERS PARKWAY SUITE 200 PEACHTREE CORNERS GA 30092 134204733 501(C)(6) 7000 TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS. SIOR CHICAGO CHAPTER 401 W ST CHARLES ROAD LOMBARD IL 60148 311725163 501(C)(6) 7500 TO SUPPORT FIVE STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. SIOR MINNESOTA CHAPTER 225 S 6TH STREET SUITE 4760 MINNEAPOLIS MN 55402 270683839 501(C)(6) 6000 TO SUPPORT FOUR STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. SIOR ST LOUIS CHAPTER 101 S HANLEY ROAD SUITE 1400 ST LOUIS MO 63105 431389713 501(C)(6) 11000 TO SUPPORT THREE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN A REAL ESTATE RELATED DEGREE PROGRAM AND TO SUPPORT A COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAM THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY SPEAKING ON CURRENT INDUSTRY AND ECONOMIC TRENDS. SIOR WESTERN MISSOURIKANSAS CHAPTER 1100 WALNUT SUITE 2000 KANSAS CITY MO 64106 800611868 501(C)(6) 6000 TO SUPPORT TWO STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES. SIOR CAROLINAS CHAPTER 23 OAK BRANCH DRIVE GREENSBORO NC 27407 561304185 501(C)(6) 8721 TO SUPPORT FOUR STUDENTS STUDYING REAL ESTATE AT THREE ACCREDITED UNIVERSITIES TO ATTEND A NATIONAL REAL ESTATE CONFERENCE. TO PROVIDE SUPPORT FOR 10 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 DFWNORTH TEXAS CHAPTER 5950 BERKSHIRE LANE SUITE 500 DALLAS TX 75225 472225107 501(C)(6) 6000 TO SUPPORT TWO STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. SIOR HOUSTONGULF COAST CHAPTER 1233 WEST LOOP SOUTH SUITE 900 HOUSTON TX 77027 582667155 501(C)(6) 6000 TO SUPPORT THREE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES. SIOR GREATER LOS ANGELES CHAPTER 16830 VENTURA BOULEVARD SUITE J LOS ANGELES CA 91436 953668753 501(C)(6) 6000 TO SUPPORT TWO STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES. SIOR NORTHERN CALIFORNIA CHAPTER PO BOX 2202 ORINDA CA 94563 942822416 501(C)(6) 5933 TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS AND TO SUPPORT 2 STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES. SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF NAR 1201 NEW YORK AVENUE NW SUITE 350 WASHINGTON DC 20005 530184820 501(C)(6) 60000 TO SUPPORT INFORMATIVE ARTICLES ON TIMELY, RELEVANT TOPICS IN COMMERCIAL REAL ESTATE AND TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS. 0 11 PART I, LINE 2: THE 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. 0 0 0 0 0 0 0 0 0 MICHAEL ROBERTS EXECUTIVE DIRECTOR 0 126190 0 10577 0 174 0 9586 0 12261 0 158788 0 0 PART I, LINE 3 EXECUTIVE DIRECTOR RECEIVED COMPENSATION FROM RELATED ORGANIZATION, THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR (SIOR). SIOR HAS A COMPENSATION COMMITTEE WHICH CONSISTS OF THE PRESIDENT AND THE TWO MOST IMMEDIATE PAST PRESIDENTS. COMPARABLE DATA IS USED BY THIS COMMITTEE TO HELP DETERMINE COMPENSATION. THE COMMITTEE DETERMINES THE BASE SALARY, VARIABLE COMPENSATION, INCENTIVE COMPENSATION, OTHER CASH COMPENSATION AND OTHER BENEFITS OF THE EXECUTIVE VICE PRESIDENT (EVP) AND APPROVES THE TERMS OF THE EMPLOYMENT AGREEMENT AND ANY AMENDMENT THERETO. ONCE THE EMPLOYMENT AGREEMENT FOR THE EVP OR ANY AMENDMENT THERETO IS APPROVED BY THE COMPENSATION COMMITTEE, THE EMPLOYMENT AGREEMENT (OR SUCH AMENDMENT) SHALL BE EXECUTED BY THE PRESIDENT ON THE BEHALF OF SIOR. THE LAST COMPARABILITY STUDY WAS COMPLETED IN MARCH 2017 AND THE MOST RECENT EMPLOYMENT AGREEMENT WAS DATED APRIL 2017. DELIBERATIONS AND DECISION-MAKING WITH RESPECT TO THE EVP'S COMPENSATION ARE DOCUMENTED ON A TIMELY BASIS BY THE COMPENSATION COMMITTEE. ON AN ANNUAL BASIS, THE EVP HAS A PERFORMANCE EVALUATION WHICH IS USED IN PART TO DETERMINE ANY CHANGES IN PAY (E.G. VARIABLE COMPENSATION, INCENTIVE COMPENSATION, COST OF LIVING AND MERIT INCREASES). THE EVP'S COMPENSATION FOR THE 2017 TAX YEAR WAS REVIEWED AND APPROVED IN DECEMBER 2016. SIOR USES AN OUTSIDE CONSULTANT TO HELP DETERMINE THE COMPENSATION PACKAGE FOR THE SENIOR OF OPERATIONS. THE SIOR EVP MAKES THE FINAL DECISION REGARDING THE FINAL COMPENSATION PACKAGE. ON AN ANNUAL BASIS, THE SENIOR VP OF OPERATIONS HAS A PERFORMANCE EVALUATION WHICH IS USED IN PART TO DETERMINE ANY CHANGES IN PAY (E.G. VARIABLE COMPENSATION AND MERIT INCREASES). 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 MICHAEL ROBERTS; HIS TIME IS CONSIDERED AS AN IN-KIND DONATION. FORM 990, PART VI, SECTION A, LINE 1 THE 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 2 DAVID HAGAN, BARBARA JOHNSON, PATRICK SENTNER, J. PETER WHATMORE, AND RICHARD SLEASMAN WORK FOR THE SAME COMPANY. PATTI DILLON, DANIEL DOHERTY, H. ALLEN GUMP, CHRISTOPHER KIRK, GEOFFREY KREUSSER, LYNN REICH, TERRY SMITH, AND DANIEL WILKINSON WORK FOR THE SAME COMPANY. AARON BARNARD, MICHAEL OHMES, AND DAVID SCHILLER WORK FOR THE SAME COMPANY. JOHN DOHM AND THEODORE KONIGSBERG WORK FOR THE SAME COMPANY. KRAIG HEETER, RONALD KING, AND PATRICIA LOVEALL WORK FOR THE SAME COMPANY. GARRY BOBKE, JAMES BOUDROT, PETER HANSON, AND ROBERT STANIFORTH WORK FOR THE SAME COMPANY. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT 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 12C THE 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 15 THE 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 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR 1201 NEW YORK AVENUE NW 350 WASHINGTON DC 20005 530184820 PROFESSIONAL ASSOCIATION DC 501(C)(6) N/A N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR B 60000 BOOK VALUE