2018-03-07T12:52:20-06:00 2017-08-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2016-09-01 520808480 SIOR FOUNDATION SIOR 2024498200 1201 NEW YORK AVENUE NW NO 350 WASHINGTONTON DC 20005 MICHAEL ROBERTS EXECUTIVE DIRECTOR 2024498200 2018-03-06 1 IVY BECKHAM P01316131 5712279500 67.137.57.251 2018-03-06 11:45:14 ES P A175373D45E559E55EF517D222C8E1A12593D80C 60F31D54205A46123D6C2BF5A51A8C0A19B7F535 2016 2021-01-29 14:40:06Z MICHAEL ROBERTS 1201 NEW YORK AVENUE NW NO 350 WASHINGTONTON DC 20005 960506 0 X WWW.SIORFOUNDATION.ORG X 1962 DC PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, ENHANCE & EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY. 45 45 0 52 0 0 324325 358723 0 0 165906 224081 1940 1387 492171 584191 123592 153950 0 0 102737 63931 0 0 84269 128081 155994 354410 373875 137761 210316 4070088 4381275 81822 21622 3988266 4359653 X PROMOTE AND SUPPORT INITIATIVES THAT EDUCATE, ENHANCE AND EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY. 0 0 56969 55526 SIOR CHAPTER MATCHING SCHOLARSHIP PROGRAM: TO ENCOURAGE AND ASSIST THE BEST AND BRIGHTEST STUDENTS STUDYING COMMERCIAL REAL ESTATE. SUPPORTED 15 SIOR CHAPTERS IN THE U.S. AND CANADA IN SUPPORTING 58 STUDENTS AT 23 EDUCATIONAL INSTITUTIONS AROUND THE U.S. AND CANADA, AS WELL AS 1 PROFESSIONAL ATTENDING CONTINUING EDUCATION PROGRAMS. 52237 52095 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 3,600 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. 24629 24006 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 10 SIOR CHAPTERS AROUND THE U.S., CANADA, TO PROVIDE 7 COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS WITH LEADING INDUSTRY EXPERT SPEAKERS THAT IMPACTED OVER 1,200 COMMERCIAL REAL ESTATE PROFESSIONALS. 13730 12000 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. 7394 5324 STUDENT REAL ESTATE EXPERIENCE PROGRAM 5450 5000 DAVID T. HOUSTON, JR. SIOR MEMORIAL SCHOLARSHIP PROGRAM: TO ENCOURAGE, PROMOTE, AND SUPPORT ADULT CONTINUING EDUCATION IN COMMERCIAL REAL ESTATE. 26574 22324 160409 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 2 0 0 0 0 0 0 0 1 1 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 MICHAEL ROBERTS 2024498200 1201 NEW YORK AVENUE NW SUITE 350 WASHINGTON DC 20005 DAVID B HAGAN SIOR PRESIDENT 1.00 X X 0 0 0 BILL GINDER SIOR PRESIDENT-ELECT 1.00 X X 0 0 0 AARON BARNARD SIOR VICE PRESIDENT 1.00 X X 0 0 0 STAN KLEWENO SIOR TREASURER 1.00 X X 0 0 0 PATRICIA LOVEALL SIOR IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 ALBERT M MCNEEL SIOR FUNDRAISING COMMITTEE CHAIR 1.00 X X 0 0 0 CHRISTOPHER W CURTIS SIOR GRANT & SCHOLARSHIP COMMITTEE CHAIR 1.00 X X 0 0 0 PETER O HANSON SIOR ADVISORY COMMITTEE CO-CHAIR 1.00 X X 0 0 0 RICHARD SLEASMAN SIOR PROGRAMS & PUBLIC RELATIONS COMMITTEE CHAIR 1.00 X X 0 0 0 THOMAS E MCCORMICK III SIOR ADVISORY COMMITTEE CO-CHAIR 1.00 X X 0 0 0 GEOFFREY E KREUSSER SIOR PAST PRESIDENT 0.50 X 0 0 0 H ALLEN GUMP SIOR PAST PRESIDENT 0.50 X 0 0 0 J PETER WHATMORE SIOR PAST PRESIDENT 0.50 X 0 0 0 JOHN H ALDRICH SIOR PAST PRESIDENT 0.50 X 0 0 0 JOSEPH V BARNA SIOR PAST PRESIDENT 0.50 X 0 0 0 KEVIN J CROWLEY SIOR PAST PRESIDENT 0.50 X 0 0 0 LYNN REICH SIOR PAST PRESIDENT 0.50 X 0 0 0 MICHAEL W OHMES SIOR PAST PRESIDENT 0.50 X 0 0 0 RANDALL WALKER SIOR PAST PRESIDENT 0.50 X 0 0 0 ROBERT J STANIFORTH SIOR PAST PRESIDENT 0.50 X 0 0 0 BARBARA JOHNSON SIOR TRUSTEE 0.50 X 0 0 0 CHRISTOPHER KIRK SIOR TRUSTEE 0.50 X 0 0 0 D SHELDON JOHNSON SIOR TRUSTEE 0.50 X 0 0 0 DANIEL J DOHERTY SIOR TRUSTEE 0.50 X 0 0 0 DANIEL F WILKINSON SIOR TRUSTEE 0.50 X 0 0 0 DAVID SCHILLER SIOR TRUSTEE 0.50 X 0 0 0 GARRY BOBKE SIOR TRUSTEE 0.50 X 0 0 0 JAMES BOUDROT SIOR TRUSTEE 0.50 X 0 0 0 JILL RASMUSSEN SIOR TRUSTEE 0.50 X 0 0 0 JOHN DOHM SIOR TRUSTEE 0.50 X 0 0 0 JOHN T BARKER JR SIOR TRUSTEE 0.50 X 0 0 0 KEVIN BEAUDRY SIOR TRUSTEE 0.50 X 0 0 0 MARK GOODE SIOR TRUSTEE 0.50 X 0 0 0 MARK P LINSALATA SIOR TRUSTEE 0.50 X 0 0 0 MATTHEW LEGUEN DE LACROIX SIOR TRUSTEE 0.50 X 0 0 0 MATTHEW R OLSON SIOR TRUSTEE 0.50 X 0 0 0 MICHAEL R CAPOBIONCO SIOR TRUSTEE 0.50 X 0 0 0 MILTON H CHARBONNEAU SIOR TRUSTEE 0.50 X 0 0 0 PATRICK J SENTNER SIOR TRUSTEE 0.50 X 0 0 0 ROBERT J DIKMAN SIOR TRUSTEE 0.50 X 0 0 0 RONALD KING SIOR TRUSTEE 0.50 X 0 0 0 STEWART D RANDALL JR SIOR TRUSTEE 0.50 X 0 0 0 TERRY E SMITH SIOR TRUSTEE 0.50 X 0 0 0 WALT ARRINGTON SIOR TRUSTEE 0.50 X 0 0 0 WILLIAM A BURGESS SIOR TRUSTEE 0.50 X 0 0 0 DAVID J ZIMMER SIOR PAST PRESIDENT (TIL 10/16) 0.50 X 0 0 0 STEVEN H PODOLSKY SIOR PAST PRESIDENT (TIL 10/16) 0.50 X 0 0 0 DAVID C LOCKWOOD III SIOR TRUSTEE (01/01 - 10/01/16) 0.50 X 0 0 0 MIKE HILLIS SIOR TRUSTEE (01/01 - 10/01/16) 0.50 X 0 0 0 STEIN KOSS SIOR TRUSTEE (01/01 - 10/01/16) 0.50 X 0 0 0 TOM LOUER SIOR TRUSTEE (01/01 - 10/01/16) 0.50 X 0 0 0 WILLIAM P O'BRIEN SIOR TRUSTEE (01/01 - 10/01/16) 0.50 X 0 0 0 DIANA M L TUCKER EXECUTIVE DIRECTOR (9/1/16 - 1/1/17) 4.00 41.00 X 5000 147477 34500 MICHAEL ROBERTS EXECUTIVE DIRECTOR 4.00 41.00 X 0 0 0 5000 147477 34500 0 0 1 0 0 358723 14303 358723 68520 68520 531876 376315 155561 155561 155561 SCHOLARSHIP ADMIN FEES 561000 1387 1387 1387 584191 0 0 225468 122525 122525 17000 17000 14425 14425 5000 5000 43406 2638 32958 7810 12010 731 9134 2145 3515 193 2763 559 32862 32862 22173 22173 1393 1393 10824 1968 8856 5351 5351 6933 6885 48 3050 3050 DIRECT FUNDRAISING EXP 61596 61596 PR PRINTING MATERIALS 5274 5274 DONATED GOODS 3255 3255 3283 2897 386 373875 160409 129197 84269 52322 48039 114634 103289 18044 18044 5102 5000 23947 2925 64523 56970 8293 7553 3838391 4186030 9355 10395 4070088 4381275 22159 12739 4435 4926 55228 3957 81822 21622 X 3404998 3772734 583268 586919 3988266 4359653 4070088 4381275 210316 161071 0 X 0 1 X 1 0 X 315660 303207 317835 324325 358723 1619750 315660 303207 317835 324325 358723 1619750 117358 1502392 59465 63451 66560 69962 68520 327958 1629 1764 1736 1940 1387 8456 1956164 0.76800 0.74620 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64523 56970 7553 7553 DUE TO SIOR 3957 3957 X 780067 161071 34805 195876 584191 0 584191 408680 34805 34805 373875 0 373875 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 2017 AND 2016, 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 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 THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS AND TO SUPPORT NINE STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. 14425 0 0 0 0 0 0 14425 0 14425 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS AND TO SUPPORT 9 STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. 14425 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. 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 CAROLINAS CHAPTER 23 OAK BRANCH DRIVE GREENSBORO NC 27407 561304185 501(C)(6) 5205 TO SUPPORT FIVE STUDENTS STUDYING REAL ESTATE AT FOUR ACCREDITED UNIVERSITIES TO ATTEND A NATIONAL REAL ESTATE CONFERENCE AND TO PROVIDE COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS. SIOR FLORIDA CHAPTER 777 BRICKELL AVENUE SUITE 900 MIAMI FL 33131 204369236 501(C)(6) 16500 TO SUPPORT TWELVE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN A REAL ESTATE RELATED DEGREE PROGRAM AND TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY SPEAKING ON CURRENT INDUSTRY AND ECONOMIC TRENDS. SIOR GEORGIA CHAPTER 5784 LAKE FORREST DRIVE SUITE 100 ATLANTA GA 30328 581994010 501(C)(6) 5500 TO SUPPORT TWO STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY 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 MIDDLE & EAST TENNESSEE CHAPTER 6005 LONAS DRIVE SUITE 220 KNOXVILLE TN 37909 465124897 501(C)(6) 5500 TO SUPPORT FIVE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY 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 ST LOUIS CHAPTER 8235 FORSYTH BOULEVARD SUITE 210 ST LOUIS MO 63105 431389713 501(C)(6) 8500 TO SUPPORT FOUR 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 4400 COLLEGE BOULEVARD SUITE 170 OVERLAND PARK KS 66211 800611868 501(C)(6) 5000 TO SUPPORT TWO STUDENTS STUDYING AT AN ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. SOCIETY OF INDUSTRIAL AND OFFICE REALTORS CHICAGO CHAPTER INC 214 N HALE STREET WHEATON IL 60187 311725163 501(C)(6) 6000 TO SUPPORT FIVE STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR 1201 NEW YORK AVENUE NW SUITE 350 WASHINGTON DC 20005 530184820 501(C)(6) 32095 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 9 MILDRED C. HANSON, SIOR MEMORIAL SCHOLARSHIP 3 12000 DAVID T. HOUSTON JR., SIOR MEMORIAL SCHOLARSHIP 2 5000 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 DIANA M L TUCKER EXECUTIVE DIRECTOR (9/1/16 - 1/1/17) 5000 147477 0 0 0 0 0 9419 0 25081 5000 181977 0 0 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. DIANA M. L. TUCKER'S TIME CHARGED TO THE SIOR FOUNDATION ON AN AVERAGE WEEKLY BASIS IS 4 HOURS FROM TOTAL WEEKLY HOURS OF 45 HOURS. 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 BUSINESS RELATIONSHIP EXISTS BETWEEN WALT ARRINGTON, DAVID HAGAN, BARBARA JOHNSON, RICHARD SLEASMAN, AND J. PETER WHATMORE WHO WORK FOR THE SAME COMPANY. DANIEL DOHERTY, H. ALLEN GUMP, GEOFFREY KREUSSER, STEWART RANDALL JR., LYNN REICH, PATRICK SENTNER, TERRY SMITH, AND DANIEL WILKINSON WORK FOR THE SAME COMPANY. JOSEPH BARNA, AARON BARNARD, CHRISTOPHER KIRK, DAVID SCHILLER, AND MIKE OHMES WORK FOR THE SAME COMPANY. RONALD KING, AND PATRICIA LOVEALL 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 SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR O 66431 BOOK VALUE