THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS (EIN 53-0184820)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201713179349307841
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T17:01:31-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530184820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society of Industrial and Office Realtors | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 3123298200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 N Michigan | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Hammond | PersonNm |
| Person Title | SR. VP OF OPERATIONS | PersonTitleTxt |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Bencik | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Hammond | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 New York Ave NW Ste 301 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,306,750 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.SIOR.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1941 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The Society of Industrial and Office REALTORS (SIOR) of the NAR is a professional association which maintains a designated certifying expertise in industrial & office real estate brokerage. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 393 | TotalVolunteersCnt |
| Total Gross UBI | $95,153 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,392 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,124,637 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,707,175 | CYProgramServiceRevenueAmt |
| PY Investment Income | $121,078 | PYInvestmentIncomeAmt |
| CY Investment Income | $163,232 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,356 | PYOtherRevenueAmt |
| CY Other Revenue | $12,652 | CYOtherRevenueAmt |
| PY Total Revenue | $6,258,071 | PYTotalRevenueAmt |
| CY Total Revenue | $6,893,059 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,108,534 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,577,103 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,523,141 | PYOtherExpensesAmt |
| CY Other Expenses | $4,567,293 | CYOtherExpensesAmt |
| PY Total Expenses | $5,636,675 | PYTotalExpensesAmt |
| CY Total Expenses | $7,149,396 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $621,396 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$256,337 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,528,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,948,453 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,281,468 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,529,219 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,247,136 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,419,234 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Society of Industrial and Office REALTORS (SIOR) of the National Association of REALTORS is a professional association which maintains a designated certifying expertise in industrial and office real estate brokerage. The organization provides education at its two annual conferences and provides a Code of Ethics to which its members subscribe. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | SIOR'S TWO SEMI-ANNUAL CONFERENCES PROVIDE ATTENDEES WITH OUTSTANDING EDUCATIONAL PROGRAMMING AND VALUABLE NETWORKING OPPORTUNITIES. EDUCATIONAL SESSION INSTRUCTORS COMMUNICATE CURRENT MARKET DATA AND CUTTING EDGE INDUSTRY PRACTICES ENABLING SIOR MEMBERS TO REMAIN LEADERS IN COMMERCIAL REAL ESTATE. IN ADDITION, SIOR SEEKS STATE APPROVAL FOR EDUCATIONAL SESSIONS, SO THAT ATTENDEES RECEIVE CONTINUING EDUCATION CREDIT TOWARD STATE REAL ESTATE LICENSE RENEWALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SIOR IDENTIFIES AND CERTIFIES FULLY QUALIFIED EXPERTS IN INDUSTRIAL AND OFFICE REAL ESTATE WITH THE SIOR DESIGNATION. TO QUALIFY FOR THE SIOR DESIGNATION, INDIVIDUALS MUST MEET SPECIFIED EDUCATIONAL AND VOLUME-OF-BUSINESS REQUIREMENTS, AND ADHERE TO A STRICT CODE OF ETHICAL STANDARDS IN ACCORDANCE WITH SIOR'S CODE OF ETHICAL PRINCIPLES AND STANDARDS OF PROFESSIONAL PRACTICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRODUCTION OF PROFESSIONAL REPORT, THE OFFICIAL QUARTERLY MAGAZINE OF SIOR. THE MAGAZINE PROVIDES EDUCATIONAL ARTICLES, INDUSTRY TRENDS, AND MEMBER NEWS FOR DISSEMINATION TO SIOR MEMBERS AND THE BROADER COMMERCIAL REAL ESTATE COMMUNITY. ALSO, SIOR PROVIDES A "MEMBER FIND A MEMBER" SERVICE VIA THEIR WEBSITE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Hammond | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024498204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 New York Ave NW Ste 350 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Allen Gump | |||||||||
| President (Partial Year) | 2.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Del Markward | |||||||||
| Vice President (Partial Year) | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jack Whalen | |||||||||
| Treasurer | 2.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Geoffrey Kasselman | |||||||||
| President-Elect (Partial Year) | 0.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert Thornburgh | |||||||||
| Vice President - Elect | 0.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Angela West | |||||||||
| Immediate Past President (Partial Year) | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tom McCormick | |||||||||
| Past President Representative | 0.5 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Joe Almeida | |||||||||
| Regional Director - Canada | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Doherty | |||||||||
| Regional Director - West | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Duclos | |||||||||
| Speaker, Chapter Leadership Council (Partial Year) | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Nim Frazer | |||||||||
| Regional Director -South | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gonzalo Gutierrez | |||||||||
| Chair, International Advisory Council (Partial Year) | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Dennis Hennessy | |||||||||
| Regional Director - Northeast | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Horn | |||||||||
| Member - At Large | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jeff Johnson | |||||||||
| Membership Council Director - Northwest (Partial Year) | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Allan Kaufman | |||||||||
| Standards Council Director (Partial Year) | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Norman Khoury | |||||||||
| Regional Director - Great Lakes | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James Klein | |||||||||
| Education Council Director (Partial Year) | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David Liebman | |||||||||
| Speaker, Chapter Leadership Council | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Long | |||||||||
| Regional Director - Central (Partial Year) | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Randall McCombs | |||||||||
| Regional Director - Mid-Atlantic (Partial Year) | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Craig Meyer | |||||||||
| Past President Representative | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Chris Perry | |||||||||
| Regional Director - Southwest (Partial Year) | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Lynn Reich | |||||||||
| Operations Director | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Sentner | |||||||||
| Member - At Large | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Steffner | |||||||||
| Regional Director - Southeast (Partial Year) | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Randall Walker | |||||||||
| Past President Representative (Partial Year) | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| J Peter Whatmore | |||||||||
| Member - At Large | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Hollander | |||||||||
| EVP | 37.5 | 0 | Yes (X) | $431,125 | $0 | $39,777 | |||
| Robert Hammond | |||||||||
| SR. VP of Operations | 37.5 | 0 | $244,061 | $0 | $30,361 | Yes (X) | |||
| Diana Tucker | |||||||||
| Manager | 33.5 | 4.0 | $147,477 | $0 | $23,600 | Yes (X) | |||
| Michael Roberts | |||||||||
| Manager | 37.5 | 0 | $130,106 | $0 | $22,384 | Yes (X) | |||
| Elizabeth Koenst | |||||||||
| Manager | 37.5 | 0 | $119,028 | $0 | $21,609 | Yes (X) | |||
| Michael Topp | |||||||||
| Manager | 37.5 | 0 | $122,173 | $0 | $21,829 | Yes (X) | |||
| Alexis Fermanis | |||||||||
| Manager | 37.5 | 0 | $114,950 | $0 | $21,324 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,308,920 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $180,884 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| RAFFA | ||||||
| 1899 L St NW 850 | Washington | DC | 20036 | Accounting and Tax Services | $300,881 | |
| WASHINGTON SPEAKERS BUREAU | ||||||
| 1663 PRINCE STREET | ALEXANDRIA | VA | 22314 | SPEAKER FEES | $265,176 | |
| The Marino Organization | ||||||
| 747 3rd Ave 18th Floor | New York | NY | 10017 | Public Relations | $218,896 | |
| Briggs Inc | ||||||
| 1501 Broadway Suite 406 | New York | NY | 10036 | Event Management | $168,370 | |
| Spark Experience LLC | ||||||
| 7979 Old Georgetown Road | Bethesda | MD | 20814 | Marketing Consulting Services | $135,650 | Suite 801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $10,000 | RelatedOrganizationsAmt |
| Total Contributions | $10,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| MEMBERSHIP DUES AND FEES | 900099 | $3,903,137 | $3,903,137 | ||
| CONVENTIONS AND CONFERENCES | 900004 | $2,504,313 | $1,743,813 | $760,500 | |
| ADVERTISING AND SUBSCRIPTIONS | 541800 | $95,153 | $95,153 | ||
| EDUCATION COURSES & MTGS | 900099 | $204,572 | $204,572 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,707,175 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,707 | TotalRevenueColumnAmt |
| Exclusion | $106,707 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $470,216 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $413,691 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,525 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,525 | TotalRevenueColumnAmt |
| Exclusion | $56,525 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,652 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,652 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,652 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,893,059 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,864,174 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $95,153 | UnrelatedBusinessRevenueAmt |
| Exclusion | $923,732 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,325 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,428,442 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,344 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,266 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,726 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,357 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,862 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,422 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,749 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,117 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,933 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,030 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,059 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,090 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,001,706 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,068 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Maintenance and repairs | $13,528 |
| Income taxes and fees | $8,827 |
| Awards and Gifts | $36,713 |
| Recruitment Expense | $23,879 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,953 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,149,396 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,601,653 | BOYAmt |
| EOY | $1,103,817 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,351,009 | BOYAmt |
| EOY | $3,439,539 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,183 | BOYAmt |
| EOY | $168,279 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,584 | BOYAmt |
| EOY | $284,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,126,612 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $876,805 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,729 | BOYAmt |
| EOY | $249,807 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,997,561 | BOYAmt |
| EOY | $5,672,485 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,885 | BOYAmt |
| EOY | $29,998 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,528,604 | BOYAmt |
| EOY | $10,948,453 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,029,251 | BOYAmt |
| EOY | $1,276,091 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,778,310 | BOYAmt |
| EOY | $1,764,097 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,907 | BOYAmt |
| EOY | $489,031 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,281,468 | BOYAmt |
| EOY | $3,529,219 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,247,136 | BOYAmt |
| EOY | $7,419,234 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,247,136 | BOYAmt |
| EOY | $7,419,234 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,528,604 | BOYAmt |
| EOY | $10,948,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$256,337 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $428,435 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $5,000 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $5,000 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (true) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAR Congressional Fund | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 N Michigan Ave | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273388377 | EIN |
| Paid Internal Funds | $5,000 | PaidInternalFundsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (true) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $248,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,032 | DepreciationAmt |
| Book Value | $169,059 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $878,521 | OtherCostOrOtherBasisAmt |
| Depreciation | $797,773 | DepreciationAmt |
| Book Value | $80,748 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $249,807 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred rent | Desc |
| Amt | $489,031 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $489,031 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,321,494 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $428,435 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $428,435 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,893,059 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,893,059 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,149,396 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,149,396 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,149,396 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | The Association and its consolidated and combined entities follow guidance issued by the Financial Accounting Standards Board ("FASB") with respect to accounting for uncertainty in income taxes. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The Association recognizes interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. The Association has no amounts accrued for interest or penalties as of December 31, 2016 and 2015. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Recruitment | $2,666 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Recruitment and Member Meetings | $43,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $46,104 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $46,104 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Hollander | ||||||||||||||
| EVP | $402,415 | $0 | $27,232 | $0 | $1,478 | $0 | $26,500 | $0 | $13,277 | $0 | $470,902 | $0 | $0 | $0 |
| Robert Hammond | ||||||||||||||
| SR. VP of Operations | $220,646 | $0 | $22,512 | $0 | $903 | $0 | $17,084 | $0 | $13,277 | $0 | $274,422 | $0 | $0 | $0 |
| Diana Tucker | ||||||||||||||
| Manager | $137,409 | $0 | $9,878 | $0 | $190 | $0 | $10,323 | $0 | $13,277 | $0 | $171,077 | $0 | $0 | $0 |
| Michael Roberts | ||||||||||||||
| Manager | $120,074 | $0 | $9,885 | $0 | $147 | $0 | $9,107 | $0 | $13,277 | $0 | $152,490 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Travel for companions | Spousal travel to the Spring and Fall Conferences is allowed for 6 members of the Executive Comittee if it is determined that their attendance is needed for business purposes. Reimbursements for spousal travel are reported as taxable income to the member as appropriate. Spousal travel (including gross up payments) for the EVP is reported on the EVP's Form W2. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | See below. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6 FORM 990, PART VI, SECTION A, LINE 6 - 7B | SIOR'S MEMBERS DO NOT POSSESS THE KINDS OF RIGHTS OUTLINED IN PART VI, LINE 6 OF THE 990 INSTRUCTIONS. AS SUCH, THE ORGANIZATION HAS CHECKED "NO" TO THE QUESTIONS ON LINES 6 - 7B. |
| Form 990, Part VI, Line 15b FORM 990, PART VI, SECTION B, LINE 15B | SIOR USES AN OUTSIDE CONSULTANT TO HELP DETERMINE THE COMPENSATION PACKAGE FOR THE SENIOR VP 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). |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 will be reviewed in detail by the SIOR Executive Vice President, Treasurer and Executive Committee. In addition, the Treasurer will report the results to the Board of Directors (BOD) at the next Board of Directors. |
| Form 990, Part VI, Line 12c Conflict of interest policy | On an annual basis, the Board of Directors receive a copy of the Conflict of Interest Policy, and are asked to sign an acknowledgement concerning reporting of potential conflicts of interest. Board members are required to disclose any potential conflicts of interest to the Chairman of the Board immediately. Board members must refrain from voting on any such transactions where there is a potential conflict, participating in deliberations concerning it, or using personal influence in any way involving the matter. In addition, officers, directors, and key employees are required to complete a conflict of interest questionnaire annually to determine if there are any required business transactions that need to be reported on the Form 990. The questionnaires are reviewed by the Office of the EVP to determine any potential conflicts of interest. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | SIOR has a Compensation Committee which consists of the President and the two most immediate past Presidents. Comparability 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 EVP and approved the terms of the Employment Agreement and any amendment thereto. Once the Employment Agreement for the Executive Vice President or any amendment thereto, is approved by the Compensation Committee, an Employment Agreement (or such amendment) shall be executed by the President on the behalf of SIOR. The last comparability study was completed in March 2016 and the most recent employment agreement was dated April 2016. 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 compensation for the 2016 tax year was reviewed and approved in December 2015. |
| Form 990, Part VI, Line 19 Required documents available to the public | Governing documents and conflict of interest policies are posted on the SIOR website. Financial statements are available upon request as deemed appropriate by the EVP. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIOR FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVE NW STE 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520808480 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $50,419 | InvolvedAmt |
| Method Of Amount Determination | ITEMIZED EXPENSES | MethodOfAmountDeterminationTxt |
Comments