2019-04-12T13:06:22-05:00 2018-06-30 741769118 BRIGGS & VESELKA CO NINE GREENWAY PLAZA SUITE 1700 HOUSTON TX 77046 990 2017-07-01 382402699 INTERNATIONAL FACILITY MANAGEMENT ASSOC INTE 7136234362 800 GESSNER ROAD SUITE 900 HOUSTON TX 770244257 DON GILPIN CHIEF OPERATING OFFICER 7136234352 2019-04-12 1 CRYSTAL GATES P00683455 7136679147 2019-03-23 216.215.114.94 2019-04-12 10:35:56 CD P 25EF597C1D3F221FD40541B5D15C0E56129733CF 28F4C40D4409111AC7695840FB4DBF742D525776 2017 2019-02-21 02:37:17Z DON GILPIN 800 GESSNER ROAD SUITE 900 HOUSTON TX 770244257 17109142 0 X WWW.IFMA.ORG X 1980 MI TO SERVE THE FACILITY MANAGEMENT PROFESSION AS A RESOURCE AND REPRESENTATIVE TO THE COMMUNITY. 11 11 79 0 4940484 0 4924205 4654912 10055453 9425081 128734 306875 935605 1257815 16043997 15644683 0 0 0 0 6686705 7238570 0 0 0 9787948 9179877 16474653 16418447 -430656 -773764 9088117 8280494 7273324 7395305 1814793 885189 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 24,000 MEMBERS WORLDWIDE, WHO ARE REPRESENTED BY 129 CHAPTERS, 17 COUNCILS, 6 COMMUNITIES OF PRACTICE AND ONE INSTITUTE (HEALTH CARE).COUNCILS AND COMMUNITIES ALLOW APPROXIMATELY 8,700 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 WWW.IFMACOMMUNITY.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 FACILITIES 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 57 0 1 79 1 1 1 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X JENNIFER MUESSE 7136234362 800 GESSNER SUITE 900 HOUSTON TX 77024 MAUREEN EHRENBERG PAST CHAIRMAN 15.00 X 0 0 0 WILLIAM M O'NEILL CHAIRMAN 15.00 X 0 0 0 DIANE COLES-LEVINE DIRECTOR 5.00 X 0 0 0 WAYNE HARVEY DIRECTOR 5.00 X 0 0 0 GRAHAM JOHN TIER FIRST VICE CHAIR 10.00 X 0 0 0 PETER ANKERSTJERNE DIRECTOR 5.00 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 LYNN N BAEZ SECOND VICE CHAIR 10.00 X 0 0 0 TONY KEANE PRESIDENT & C.E.O 60.00 X 323154 0 9325 JOHN PERRY CHIEF OPERATING OFFICER 50.00 X 184792 0 5391 CHERYL WHITE DIRECTOR CORPORATE PROGRAM 50.00 X 104856 0 4340 AARON S CLARK EXECUTIVE DIRECTOR FM RBI 50.00 X 144253 0 6206 JEFFREY JOHNSON EXECUTIVE DIRECTOR GOV'T AFFAIRS 50.00 X 145741 0 0 HOLLY KENDALL VICE PRESIDENT, ACCOUNTING 50.00 X 122102 0 0 CATHY A PAVICK DIECTOR, TRAINING DEVELOPMENT 50.00 X 118973 0 4801 1143871 0 30063 9 0 1 0 PACE LLP 1220 NORTH FILLMORE STREET ARLINGTON VA 22201 PUBLIC RELATIONS AND ADVOCACY 111224 TEXAS RODEO PRODUCTIONS 35 RIVER HOLLOW LANE HOUSTON TX 77027 WELCOME RECEPTION AND WESTERN EVENTS 111000 RED THREAD BRANDS 8926 COLLEEN ROAD HOUSTON TX 77080 FULL SERVICE MARKETING AND DESIGN 101040 3 4654912 4654912 EDUCATION AND CERTIFICATION 611710 4736108 4736108 ANNUAL CONFERENCE AND EXHIBITION 611710 4559481 4559481 PUBLICATIONS AND INFORMATION 611710 129492 129492 9425081 112692 112692 56226 56226 1641315 1447132 194183 194183 194183 17327 -17327 -17327 IFMA FOUNDATION OVERHEAD EXPENSE 561000 437881 437881 ADVERTISING IN FM JOURNAL 541800 311060 311060 FM RESEARCH AND INFORMATION CENTE 561000 212444 212444 257531 187588 69943 1218916 15644683 876812 4940484 5172475 591365 6114759 530341 2105 1026154 59572 93838 73540 39029 80566 986279 652689 458459 438421 375642 2183923 54422 653142 124280 SELF STUDY PROGRAMS 1008133 BOARD INITIATIVES 468814 EXECUTIVE BOARD AND COM 387335 RBI FOUNDING CIRCLE EXP 50000 -34361 16418447 344267 360123 1750866 1633623 -85 -301 29888 26418 461610 360003 3923298 2600898 1803199 1322400 3922600 3770887 50000 90000 303486 297280 422286 420061 9088117 8280494 1516968 1385640 4312163 4203980 1444193 1805685 7273324 7395305 X 1814793 885189 1814793 885189 9088117 8280494 X -773764 -19558 -136282 X X 0 1 X 1 0 0 0 0 4654912 73540 73540 147079 -73539 991527 528814 462713 2588189 1810307 777882 343582 261777 81805 1322400 EDUCATION COURSE DEVELOPMENT COSTS, NET OF AMORTIZATION 420061 420061 15657533 -19558 363910 344352 15313181 39029 292473 331502 15644683 16965045 632426 632426 16332619 39029 46799 85828 16418447 PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME FROM SUBSIDIARY - IFMA INDIA 35,202. INCOME FROM SUBSIDIARY - IFMA CHINA 264,622. INCOME FROM SUBSIDIARY - FM RESEARCH AND INFORMATION CENTER 179,790. INCOME FROM SUBSIDIARY - IFMA INDIA -1,432. INCOME FROM SUBSIDIARY - IFMA CHINA 25. INTEREST EXPENSE -54,422. AUDIT ADJUSTMENT -50,000. INCOME TAX REFUND -9,875. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROYALTY INCOME 9,702. COST OF PROMOTIONAL ITEMS SOLD AND OTHER -17,327. MANAGEMENT AGREEMENT WITH SUBSIDIARY - FM RESEARCH AND INFORMATION CENTER 212,444. MANAGEMENT AGREEMENT WITH SUBSIDIARY - BUILT ENVIRONMENT TECHNOLOGY ASSOCIAT 87,654. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM SUBSIDIARY - IFMA INDIA 33,305. EXPENSES FROM SUBSIDIARY - IFMA CHINA 432,223. EXPENSES FROM SUBSIDIARY - FM RESEARCH AND INFORMATION CENTER 298,186. EXPENSES FROM SUBSIDIARY - IFMA BUILT ENVIRONMENT TECHNOLOGY ASSOCIATIO 93,177. BAD DEBT EXPENSE 136,281. AUDIT ADJUSTMENT -350,871. INCOME TAX REFUND -9,875. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 54,422. ROYALTY INCOME 9,702. COST OF PROMOTIONAL ITEMS SOLD AND OTHER -17,327. ROUNDING 2. X 1 1 X X X X 0 0 0 TONY KEANE PRESIDENT & C.E.O 323154 0 0 0 0 0 9325 0 0 0 332479 0 0 0 JOHN PERRY CHIEF OPERATING OFFICER 184792 0 0 0 0 0 5391 0 0 0 190183 0 0 0 AARON S CLARK EXECUTIVE DIRECTOR FM RBI 144253 0 0 0 0 0 6206 0 0 0 150459 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 -136,281. 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, 2018 WERE CONSOLIDATED WITH THAT OF INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION AS OF JUNE 30, 2018 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, 2018 HAVE BEEN CONSOLIDATED WITH THAT OF ASSOCIATION AS OF AND FOR THE FISCAL YEAR ENDED JUNE 30, 2018 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, 2018 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, 2018. 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 AND ADVANCE 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 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 FM RESEARCH AND INFORMATION CENTER B 50000 FM RESEARCH AND INFORMATION CENTER L 212443 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, 2018 WERE CONSOLIDATED WITH THAT OF INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION AS OF JUNE 30, 2018 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, 2018 HAVE BEEN CONSOLIDATED WITH THAT OF ASSOCIATION AS OF AND FOR THE FISCAL YEAR ENDED JUNE 30, 2018 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, 2018 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, 2018.