2019-11-11T10:34:02-06:00 2019-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2018-07-01 237070298 BUILDING OWNERS AND MANAGERS INSTITUTE INTERNATIONAL INC BUIL 4109741410 ONE PARK PLACE NO 475 ANNAPOLIS MD 21401 JEFFREY A HORN PRESIDENT & CEO 4109741410 2019-11-11 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2019-11-11 11:33:57 ES P 8A04992F9AA5330EDB38CCF362EE047B41C21F8B 60F5620986AF14763908AFE7AC6F4ECEC523E148 2018 2020-01-14 16:20:31Z JEFFREY A HORN ONE PARK PLACE NO 475 ANNAPOLIS MD 21401 4288716 0 X WWW.BOMI.ORG X 1970 PA SEE PART III, LINE 1. 14 14 31 14 0 0 130 25 4233461 4058257 26082 30379 50750 30854 4310423 4119515 0 0 0 0 2138196 1903045 0 0 0 2212447 2199126 4350643 4102171 -40220 17344 2840843 2724707 1388132 1233956 1452711 1490751 BOMI WILL BE THE PREMIER INTERNATIONAL PROVIDER OF EDUCATIONAL PRODUCTS AND SERVICES TO THE PROPERTY AND FACILITY MANAGEMENT INDUSTRIES. 0 0 655590 4058257 EDUCATIONAL ACTIVITIES (EXAM SERVICES) AND GRADUATE SERVICES:DURING FISCAL YEAR 2019, BOMI INTERNATIONAL ENROLLED 2,130 NEW STUDENTS IN ITS PROFESSIONAL DESIGNATION PROGRAMS, REGISTERED 5,067 STUDENTS IN SELF-STUDY OR INSTRUCTED COURSES, AND ADMINISTERED 4,194 EXAMINATIONS. BOMI INTERNATIONAL ALSO CONFERRED 506 DESIGNATIONS THROUGH THE REAL PROPERTY ADMINISTRATOR (RPA), FACILITIES MANAGEMENT ADMINISTRATOR (FMA), AND SYSTEMS MANAGEMENT ADMINISTRATION (SMA) PROGRAMS. 851086 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. 1555730 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. 3062406 1 0 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 33 0 1 31 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X JEFFREY A HORN 4109741410 ONE PARK PLACE NO 475 ANNAPOLIS MD 21401 HOWARD ARNDT CHAIRMAN 2.00 0.00 X X 0 0 0 DAVE FAGONE IMMEDIATE FORMER CHAIRMAN 1.00 0.00 X X 0 0 0 NICHOLAS STOLATIS VICE CHAIRMAN 2.00 0.00 X X 0 0 0 TIM O'DONALD VICE CHAIR ELECT 2.00 1.00 X X 0 0 0 DAVE POGUE SECRETARY/TREASURER 2.00 0.00 X X 0 0 0 PETER MACHARDY TRUSTEE (UNTIL MAY 2019) 1.00 0.00 X 0 0 0 KIMBERLY BROWN TRUSTEE 1.00 0.00 X 0 0 0 GEORGE DENISE TRUSTEE 1.00 1.00 X 0 0 0 LAURIE ELL TRUSTEE 1.00 0.00 X 0 0 0 TRISH FAIDIGA TRUSTEE 1.00 0.00 X 0 0 0 GREG GRAINGER TRUSTEE 1.00 0.00 X 0 0 0 JOHN HAJDUK TRUSTEE 1.00 0.00 X 0 0 0 JOHNATHAN JONES TRUSTEE 1.00 0.00 X 0 0 0 ANDY TAYLOR TRUSTEE 1.00 1.00 X 0 0 0 TYLER WHITE TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY A HORN PRESIDENT & CEO 40.00 0.00 X 216447 0 30661 HOLLY BENTLEY SR. DIR. OF LEARNING & DEVELOPMENT 40.00 0.00 X 140316 0 10465 356763 0 41126 2 0 1 0 PEARSON VUE 5601 GREEN VALLEY DR BLOOMINGTON MN 55437 COMPUTER-BASED TESTING 322196 VIATECH PUBLISHING SOLUTIONS PO BOX 503433 SAINT LOUIS MO 63150 PRINTING & FULFILLMENT 268783 RAFFA INC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING 218189 ATTAIN LLC 1600 TYSONS BLVD 1400 MCLEAN VA 22102 CONSULTING SERVICES 117452 4 25 25 TUITION / COURSE FEES 611600 2860115 2860115 CANADIAN FEES 611600 602999 602999 ENROLLMENT FEES 611600 260980 260980 ANCILLARY FEES 611600 170839 170839 CONTINUING PROF. DEV. 611600 163324 163324 4058257 28261 28261 171319 169201 2118 2118 2118 MISCELLANEOUS 900099 30854 30854 30854 4119515 4058257 0 61233 X 245812 245812 1333195 1207858 125337 53256 51625 1631 136093 119350 16743 134689 105021 29668 49088 49088 213520 108238 105282 6991 6991 445109 246559 198550 114409 114409 60066 46443 13623 67430 50545 16885 176554 93797 82757 19185 10084 9101 11371 11371 469572 425319 44253 13468 13468 COURSE MATER./USER FEES 328946 328946 DP/EQUIPMENT CONTRACTS 89040 70618 18422 RECRUITING EXPENSE 46070 46070 CREDIT CARD PROC. FEES 40224 40224 48083 37524 10559 4102171 3062406 1039765 0 259479 181249 110395 7280 352427 369342 221677 16923 15550 90175 80019 1421138 971380 648123 449758 728520 773409 634801 626423 2840843 2724707 655937 606287 144662 225302 175000 175000 412533 227367 1388132 1233956 X 1452711 1490751 1452711 1490751 2840843 2724707 17344 20696 0 X 0 1 X 1 0 X 14075 14075 0 654758 613614 41144 752305 343691 408614 449758 INVESTMENT IN CURRICULUM 539546 DEPOSITS 37144 DEFERRED COMPENSATION INVESTMENT 49733 626423 DEFERRED RENT 177634 DEFERRED COMPENSATION 49733 227367 X 3991234 20696 -141986 -121290 4112524 6991 6991 4119515 4108127 12947 12947 4095180 6991 6991 4102171 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2019 AND 2018, BOMI HAS DOCUMENTED ITS CONSIDERATION OF FASB 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 FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF BOMI CERTIFICATION, INC., INCLUDED IN THE CONSOLIDATED AUDIT REPORT AND EXCLUDED FOR BOMI FORM 990 REPORTING. -140,439. INTERCOMPANY ELIMINATION (INTEREST ON LOAN) -1,547. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF BOMI CERTIFICATION, INC., INCLUDED IN THE CONSOLIDATED AUDIT REPORT AND EXCLUDED FOR BOMI FORM 990 REPORTING. 14,494. INTERCOMPANY ELIMINATION (INTEREST ON LOAN) -1,547. 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 1 0 JEFFREY A HORN PRESIDENT & CEO 215889 0 558 0 0 0 12884 0 17777 0 247108 0 0 0 HOLLY BENTLEY SR. DIR. OF LEARNING & DEVELOPMENT 139538 0 778 0 0 0 8357 0 2108 0 150781 0 0 0 PART I, LINE 5 THE DIRECTOR OF SALES EARNS COMMISSIONS AND BONUSES BASED ON REACHING GROSS REVENUE THRESHOLDS. PART I, LINE 7 BONUS COMPENSATION IS REFLECTED IN PART II, COLUMN (B)(II). FORM 990, PART VI, SECTION A, LINE 4 BOMI AMENDED ITS BYLAWS DURING THE YEAR. A SUMMARY OF SIGNIFICANT CHANGES INCLUDE: - THE BOARD WILL NO LONGER HAVE A STANDING SEAT ON THE BOMI INTERNATIONAL BOARD OF TRUSTEES FOR THE CHAIRMAN OF BUILDING OWNERS AND MANAGERS INSTITUTE OF CANADA'S BOARD OF TRUSTEES; AND - CLARIFIED THAT ANY PAID EMPLOYEE OF BOMI INTERNATIONAL OR ANY ORGANIZATION IN WHICH BOMI INTERNATIONAL HAS A PARTNERSHIP FINANCIAL INTEREST, SHALL NOT BE ELIGIBLE AS A TRUSTEE. 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 2019. 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 IX, LINE 11G CONTRACT PERSONNEL: PROGRAM SERVICE EXPENSES 63,468. MANAGEMENT AND GENERAL EXPENSES 178,190. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 241,658. INSTRUCTOR FEES: PROGRAM SERVICE EXPENSES 170,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170,200. PROCTOR FEES: PROGRAM SERVICE EXPENSES 903. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 903. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 11,988. MANAGEMENT AND GENERAL EXPENSES 20,360. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,348. BOMI CERTIFICATION INC ONE PARK PLACE ANNAPOLIS MD 21401 833263066 CONDUCTING CERTIFICATION PROGRAMS FOR COMMERCIAL BUILDING OWNERS & MANAGERS MD 501(C)(6) N/A N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 BOMI CERTIFICATION INC D 221677 ACTUAL BOMI CERTIFICATION INC R 3000 ACTUAL