2017-10-02T10:44:48-05:00 2016-12-31 BDO USA LLP 330 N Wabash Suite 3200 CHICAGO IL 60611 990 2016-01-01 363743268 CCIM INSTITUTE % LYNN WYZKIEWICZ CCIM 3123214460 430 N MICHIGAN AVENUE Suite 700 CHICAGO IL 60611 CHARLES C CONNELY IV Treasurer 3123214460 2017-06-29 true JACOB COOK P01240455 3128569100 38.140.192.146 36189620172725000001 2017-09-29 P EB2B1C02C9534E04F62CB99F1E428011C3823D44 929F88F56CC43AAE4561ABB8BCA22E874B78A0F5 2016 2021-01-29 14:40:06Z CHARLES C CONNELY IV 430 N MICHIGAN AVENUE ste 700 CHICAGO IL 60611 14595630 false X WWW.CCIM.COM X 1969 IL THE DEVELOPMENT OF MEMBERS ENGAGED IN THE COMMERCIAL INVESTMENT REAL COMMERCIAL INVESTMENT REAL ESTATE SPECIALTY THROUGH EDUCATION PROGRAMS AND LITERATURE. 96 85 60 150 236084 0 0 12218125 12953456 119922 196420 0 134856 12338047 13284732 0 0 0 0 4048746 4714462 0 0 0 7370924 8240329 11419670 12954791 918377 329941 16083539 18697691 4202615 6340923 11880924 12356768 X SEE SCHEDULE O FOR MISSION STATEMENT. false false EDUCATION: THE CCIM EDUCATION PROGRAM OFFERS THE HIGHEST QUALITY EDUCATION FOR COMMERCIAL INVESTMENT REAL ESTATE PROFESSIONALS. FOR 2016, THE CCIM EDUCATION PROGRAM SERVED 9,586 STUDENTS THROUGH 430 CLASSES. DESIGNATION PROMOTION: IN ADDITION TO AWARDING THE CCIM DESIGNATION ONLY TO QUALIFIED PROFESSIONALS, THE CCIM INSTITUTE ALSO MAINTAINS AN EXTENSIVE PROGRAM TO PROMOTE THE RECOGNITION OF THE CCIM DESIGNATION AS THE LEADING AUTHORITY IN THE COMMERCIAL INVESTMENT REAL ESTATE PROFESSION. SITE TO DO BUSINESS: INTEGRATED ONLINE SERVICE FOR INSTITUTE MEMBERS OFFERING COMPREHENSIVE SITE ANALYSIS, MAPPING AND DEMOGRAPHIC DATA, AERIAL VIEWING AND PHOTOS, CUSTOMIZED BUSINESS REPORTS, TRANSACTION AND PORTFOLIO MANAGEMENT TOOLS. false false false true false false false false false true false true false false true false true false true true false false false false false false false false true false false false false false false false false false false false true true true false true 62 0 true 60 true true true false false false false false X 96 85 true false false false true true false true true false true true false true true true true true true true false X LYNN WYZKIEWICZ 3123217741 430 N MICHIGAN AVENUE CHICAGO IL 60611 X Steve W Moreira CCIM President 1.0 0.0 X X 50000 0 0 Robin L Webb CCIM President-Elect 1.0 0.0 X X 35000 0 0 David P Wilson CCIM First Vice-President 1.0 0.0 X X 25000 0 0 Louis H Nimkoff CCIM Treasurer 1.0 0.0 X X 15000 0 0 Charles C Connely IV CCIM Treasurer-Elect 1.0 0.0 X X 0 0 0 William T Adams CCIM Director 1.0 0.0 X 0 0 0 BK Allen CCIM Director 1.0 0.0 X 0 0 0 Adrian Aron Arriaga Sr CCIM Director 1.0 0.0 X 0 0 0 Bryan K Atherton CCIM Director 1.0 0.0 X 0 0 0 Carmen Austin CCIM Director 1.0 0.0 X 0 0 0 James B Baker CCIM Director 1.0 0.0 X 0 0 0 James E Baker CCIM Director 1.0 0.0 X 0 0 0 Peter J Barnett CCIM Director 1.0 0.0 X 27700 0 0 JAMES F BELL CCIM Director 1.0 0.0 X 0 0 0 SANDY BENAK CCIM Director 1.0 0.0 X 0 0 0 Lydia P Bennett CCIM Director 1.0 0.0 X 4000 0 0 Timothy S Blair CCIM Director 1.0 0.0 X 0 0 0 Eddie D Blanton CCIM Director 1.0 0.0 X 0 0 0 Craig Blorstad CCIM Director 1.0 0.0 X 0 0 0 Randall B Boughton CCIM Director 1.0 0.0 X 0 0 0 Ernest L Brown IV CCIM Director 1.0 0.0 X 0 0 0 Leslie G Callahan III CCIM Director 1.0 0.0 X 0 0 0 D'Etta Casto-DeLeon CCIM Director 1.0 0.0 X 0 0 0 Andrew Chan CCIM Director 1.0 0.0 X 0 0 0 Barbara M Crane CCIM Director 1.0 0.0 X 37048 0 0 Daryl A Crotts CCIM Director 1.0 0.0 X 0 0 0 Wayne D'Amico CCIM Director 1.0 0.0 X 0 0 0 ALAN DAVIDSON CCIM Director 1.0 0.0 X 0 0 0 Susan Earnest CCIM Director 1.0 0.0 X 0 0 0 MIKE EASTER CCIM Director 1.0 0.0 X 0 0 0 Martin Edwards Jr CCIM Director 1.0 0.0 X 0 0 0 Allen M Feltman CCIM Director 1.0 0.0 X 0 0 0 Joseph A Fisher CCIM Director 1.0 0.0 X 95481 0 0 Glynnis Fisher Levitt CCIM Director 1.0 0.0 X 0 0 0 JOHN J FRANK CCIM Director 1.0 0.0 X 0 0 0 LARRY FRANSEN CCIM Director 1.0 0.0 X 0 0 0 SHELDON GOOD CCIM Director 1.0 0.0 X 0 0 0 J MAX HAMIDI CCIM Director 1.0 0.0 X 0 0 0 GREG HARRIS CCIM Director 1.0 0.0 X 0 0 0 Ryan M Harrison CCIM Director 1.0 0.0 X 0 0 0 Bruce Harvey CCIM Director 1.0 0.0 X 0 0 0 JOHN HEINE CCIM Director 1.0 0.0 X 0 0 0 Eric E Hillenbrand CCIM SCLS Director 1.0 0.0 X 8500 0 0 BARBARA K HOKEL CCIM Director 1.0 0.0 X 0 0 0 ALFONSO HOLLOMAN CCIM Director 1.0 0.0 X 0 0 0 Ellen Hsu CCIM Director 1.0 0.0 X 0 0 0 Harold H Huggins CCIM Director 1.0 0.0 X 0 0 0 Gary N Hunter CCIM Director 1.0 0.0 X 0 0 0 STEVE JACQUEMIN CCIM Director 1.0 0.0 X 0 0 0 Richard E Juge CCIM Director 1.0 0.0 X 7000 0 0 Vikki Keyser CCIM Director 1.0 0.0 X 0 0 0 John Khami CCIM Director 1.0 0.0 X 0 0 0 Leil Koch CCIM Director 1.0 0.0 X 0 0 0 RANDY KRISE CCIM Director 1.0 0.0 X 0 0 0 JULIO S LAGUARTA CCIM Director 1.0 0.0 X 0 0 0 Karl Landreneau CCIM Director 1.0 0.0 X 0 0 0 Joseph Larkin CCIM Director 1.0 0.0 X 26246 0 0 Pius K Leung CCIM Director 1.0 0.0 X 16100 0 0 Jay R Lucas CCIM Director 1.0 0.0 X 0 0 0 Paul A Lynn Director 1.0 0.0 X 1924 0 0 Mark Macek CCIM Director 1.0 0.0 X 0 0 0 Shawn E Massey CCIM Director 1.0 0.0 X 0 0 0 Bobbie Lorraine Mastracci CCIM Director 1.0 0.0 X 0 0 0 Charles A Mac McClure CCIM Director 1.0 0.0 X 0 0 0 SUSAN B MCCLURE CCIM Director 1.0 0.0 X 0 0 0 BILL MILLIKEN CCIM Director 1.0 0.0 X 0 0 0 NICK MINER CCIM Director 1.0 0.0 X 0 0 0 Bobbi Miracle CCIM Director 1.0 0.0 X 0 0 0 Randall Moore CCIM Director 1.0 0.0 X 0 0 0 K TEYA MOORE CCIM Director 1.0 0.0 X 0 0 0 William H Moss Director 1.0 0.0 X 6445 0 0 Ronald L Myles CCIM Director 1.0 0.0 X 0 0 0 Daniel J Page CCIM Director 1.0 0.0 X 0 0 0 W Duncan Patterson CCIM Director 1.0 0.0 X 0 0 0 Shad J Phipps CCIM Director 1.0 0.0 X 0 0 0 Mark J Polon CCIM DIRECTOR/RFVP AS PROXY FOR RVP 1.0 0.0 X 55241 0 0 Steven R Price CCIM Director 1.0 0.0 X 2950 0 0 WILLIAM RAMSBOTTOM CCIM Director 1.0 0.0 X 0 0 0 Steve Rich CCIM Director 1.0 0.0 X 0 0 0 JAMES P ROBERTSON JR CCIM Director 1.0 0.0 X 0 0 0 David Schnitzer CCIM Director 1.0 0.0 X 0 0 0 Cynthia C Shelton CCIM Director 1.0 0.0 X 0 0 0 Michael R Shelton CCIM Director 1.0 0.0 X 0 0 0 DREW SHOWFETY CCIM Director 1.0 0.0 X 0 0 0 Frank N Simpson CCIM Director 1.0 0.0 X 0 0 0 Darbin T Skeans CCIM Director 1.0 0.0 X 0 0 0 LARRY J SMITH CCIM Director 1.0 0.0 X 0 0 0 Barry Spizer CCIM Director 1.0 0.0 X 0 0 0 John M Stone CCIM Director 1.0 0.0 X X 0 0 0 Henry T Stratton SIOR CCIM Director 1.0 0.0 X 0 0 0 Dewey Struble CCIM Director 1.0 0.0 X 0 0 0 Mark Van Ark CCIM Director 1.0 0.0 X 27476 0 0 Ralph W Varnum CCIM Director 1.0 0.0 X 0 0 0 Evelyn R Ward CCIM DIRECTOR/RFVP AS PROXY FOR RVP 1.0 0.0 X 0 0 0 Gerrie F Watson CCIM Director 1.0 0.0 X 0 0 0 DUSTIN W WHITEHEAD CCIM Director 1.0 0.0 X 0 0 0 PAUL AASE CCIM FRVP as Proxy for RVP 1.0 0.0 X 0 0 0 PATRICK BRADY CCIM FRVP as Proxy for RVP 1.0 0.0 X 0 0 0 HOLLY BUCHANAN CCIM FRVP as Proxy for RVP 1.0 0.0 X 0 0 0 DON GESSEN CCIM FRVP as Proxy for RVP 1.0 0.0 X 0 0 0 ERIC GORMAN CCIM FRVP as Proxy for RVP 1.0 0.0 X 0 0 0 MARK HINKINS CCIM FRVP as Proxy for RVP 1.0 0.0 X 0 0 0 GRADY KOHLER CCIM FRVP as Proxy for RVP 1.0 0.0 X 0 0 0 DAVID MORGAN CCIM FRVP as Proxy for RVP 1.0 0.0 X 0 0 0 ANITA RISBERG CCIM FRVP as Proxy for RVP 1.0 0.0 X 0 0 0 CHERE ROANE CCIM FRVP as Proxy for RVP 1.0 0.0 X 0 0 0 Walter S Clements CCIM EVP/CEO thru 10/16 40.0 0.0 X 348912 0 21125 Lynn Wyzkiewicz VP, Finance & Admin 40.0 0.0 X 194334 0 29785 Terry A Cunningham VP, Education thru 09/16 40.0 0.0 X 117780 0 23160 Gail A Collins VP, Operations 40.0 0.0 X 179762 0 29582 ROBERT BULZARIK SR IT CONSULTANT thru 12/16 40.0 0.0 X 121292 0 6562 JASON KLEIMAN DIR OF BUSINESS DEV thru 11/16 40.0 0.0 X 100607 0 11800 1503798 0 122014 6 false true false PROFORM TECHNOLOGIES INC 7746 WEST 99TH STREET HICKORY HILLS IL 60457 PRINTING 330527 LEAPFROG TECHNOLOGY GROUP INC 116 W HUBBARD ST 5TH FLOOR CHICAGO IL 60654 IT MGMT/CONSULTING 411135 ITCONUNDRUMS INC 3880 E RAVENSWOOD DR GILBERT AZ 85298 SOFTWARE CONSULTING 228036 PERSONIFY INC PO BOX 759470 BALTIMORE MD 21275 SOFTWARE LICENSING 142085 DESIGNSHOP DISPLAY COMMUNICATIONS 4654 - 35TH ST ORLANDO FL 32811 DISPLAY DESIGNER 182894 8 0 MEMBERSHIP DUES 611710 7281159 7281159 EDUCATION COURSE/MTG 611710 5097872 5097872 ADVERTISING AND SUBSCRIPTIONS 611710 239865 3781 236084 CONVENTIONS 611710 334560 334560 12953456 156701 156701 0 0 1500 1500 0 1500 1500 1350617 1256367 54531 94250 -54531 39719 39719 0 0 0 0 0 0 0 0 0 RELATED ORG ADMIN/MGMT FEES 611710 133356 133356 133356 13284732 12850728 236084 197920 0 0 0 0 811148 0 2783505 216141 607347 296321 102900 11285 125269 56144 0 20996 26348 421416 186216 575750 0 499826 539296 0 582779 3740 0 534865 0 EDUCATION COGS 1371451 MEMBERSHIP COGS 3111608 MISCELLANEOUS 70440 12954791 1732105 1767495 0 585528 0 0 215601 374033 0 0 0 0 0 0 0 0 324738 388911 8469775 4755012 1762662 3714763 8008141 7825919 0 0 4040292 4040292 0 0 0 750 16083539 18697691 1091884 2598822 0 0 3110731 3742101 0 0 0 0 0 0 0 0 0 0 0 0 4202615 6340923 X 11880924 12356768 0 0 0 0 11880924 12356768 16083539 18697691 329941 145903 X false true X true false false false false 7000957 56144 0 56144 140019 -83875 1930602 69537 1861065 6539173 4685475 1853698 3714763 CCIM TECHNOLOGIES, INC. 4040292 C 4040292 0 0 X Part X, Line 2 The Organization follows the provisions of FASB ASC 740, "Accounting for Uncertainty of Income Taxes," which clarifies the accounting for uncertainty of income taxes. In accordance with FASB ASC 740, a tax position is recognized as a benefit only if it is more than 50% likely that it would be upheld in a tax examination. The Organization's policy is to recognize interest and penalties related to uncertain tax provisions as interest and income tax expense, respectively. As of December 31, 2016 and 2015, the Organization had no uncertain tax positions and no amounts accrued for interest or penalties. The Institute is exempt from federal income taxes on income related to its exempt purpose under Internal Revenue Code Section 501(c)(6). The Institute also has certain activities that are reported as unrelated business activity. Those activities are offset against related expenses and therefore did not result in any income tax. East Asia and the Pacific 0 4 Program Services EDUCATION & PROMOTION 107626 Europe (Including Iceland and Greenland) 0 1 Program Services EDUCATION & PROMOTION 12835 North America 0 2 Program Services EDUCATION & PROMOTION 22873 0 7 0 7 143334 143334 false false false false false false X true false X X false false false Walter S Clements CCIM EVP/CEO thru 10/16 348912 0 0 0 0 0 21125 0 0 0 370037 0 0 0 Lynn Wyzkiewicz VP, Finance & Admin 166834 0 27500 0 0 0 16100 0 13685 0 224119 0 0 0 Gail A Collins VP, Operations 152262 0 27500 0 0 0 15850 0 13732 0 209344 0 0 0 PART I, IA THE OFFICERS OF THE INSTITUTE (PRESIDENT, PRESIDENT-ELECT & FIRST VICE-PRESIDENT) WILL ALSO BE PROVIDED WITH A FLAT ANNUAL DISCRETIONARY FUND. THIS IS $50,000 FOR THE PRESIDENT, $35,000 FOR THE PRESIDENT-ELECT AND $25,000 FOR THE FIRST VICE-PRESIDENT AND $15,000 FOR THE TREASURER. THIS CAN BE USED FOR PAYMENT OF EXPENSES INCURRED FOR INSTITUTE BUSINESS THAT ARE NOT INCLUDED IN THE INSTITUTE TRAVEL, ENTERTAINMENT AND REIMBURSABLE EXPENSE POLICY. THESE EXPENSES COULD INCLUDE SUCH ITEMS AS THE COSTS OF SPOUSE/FAMILY TRAVEL, CAR RENTAL, TRAVEL UPGRADES, ETC. THESE AMOUNTS WOULD BE REPORTABLE ON A 1099 AT YEAR END. DESCRIPTION OF ORANIZATION MISSION: CCIM INSTITUTE'S ("INSTITUTE"CCIM") MISSION IS: - TO ENHANCE THE PROFESSIONAL COMPETENCE OF THOSE ENGAGED IN THE COMMERCIAL-INVESTMENT REAL ESTATE SPECIALTY THROUGH DEVELOPMENT, PROMOTION, AND ADMINISTRATION OF EDUCATIONAL COURSES, SEMINARS, AND PUBLICATIONS. - TO ASSIMILATE INFORMATION, TECHNIQUES AND PROCEDURES RELATING TO COMMERCIAL-INVESTMENT REAL ESTATE, AND TO SHARE SUCH INFORMATION, TECHNIQUES AND PROCEDURES THROUGH THE INSTITUTE'S PROGRAMS, PRODUCTS AND SERVICES. - TO RECRUIT, TRAIN, AND ADMINISTER FACULTY AND OTHERS NECESSARY TO CARRY OUT THE EDUCATIONAL PROGRAM. - TO ESTABLISH CRITERIA FOR AWARDING THE DESIGNATION OF THE INSTITUTE AND CRITERIA FOR ADMISSION TO CANDIDACY AND PROMULGATE AND ENFORCE THE HIGHEST STANDARDS OF PRACTICE WITHIN ITS SPECIALTY. FORM 990, PART VI, SECTION A, LINE 1A Except as to actions specifically stated in these Bylaws or by law to require approval of or to be taken by the Board of Directors, the Executive Committee shall have all of the power of the Board of Directors between meetings of the Board of Directors; provided, however, that the following powers shall be expressly reserved to the Board of Directors: (a) the election, appointment or removal of any officer or committee member, other than the appointment or removal of the Executive Vice President; (b) any action with respect to which a Supermajority Vote of the Board of Directors is required pursuant to Article V, Section 9; (c) the adoption, modification or amendment of the Governing Policies; (d) any action inconsistent with the Articles of Incorporation, these Bylaws and/or the Governing Policies or any standing resolution or direction of the Board of Directors; (e) the approval or modification of the education and designation requirements for candidates and designees under Article V, Section 2; (f) any change or modification to tuition fees involving more than fifteen (15%) percent of such tuition fees; and (g) the amendment of these Bylaws or the Articles of Incorporation. The Executive Committee shall report its actions as appropriate to the Board of Directors. FORM 990, PART VI, SECTION A, LINE 2 Michael Shelton and Cynthia Shelton - husband and wife. Soozi Jones-Walker and Bobbi Miracle - mother and daughter and co-owners of real estate firm. Charles (Mac) McClure and Susan McClure - husband and wife. FORM 990, PART VI, SECTION A, LINE 6 THE INSTITUTE HAS TWELVE CLASSES OF MEMBERS They are as follows: 1. Active 2. Life 3. Retired 4. Candidates 5. Professional Assistant 6. Associate 7. NAR Associate Member 8. Organization Affiliate Member 9. International Member 10. Student Member 11. Academic-Faculty Member 12. Government Member Individuals are granted membership in the above classes by meeting such requirements as established by the board of directors and which are not inconsistent with the institute's bylaws. Members of the institute shall have rights and responsibilities as may be approved from time to time by the board of directors. Members or status in the institute may terminate by voluntary withdrawal or otherwise in accordance with the institute's bylaws and regulations as may be adopted by the board of directors. FORM 990, part vi, section A, line 7A Active and life members shall elect each year sixteen directors to serve three-year terms to succeed those whose terms expire. The election of directors shall be held at the annual meeting of the membership in conjunction with the meeting of the board of directors. The election shall be by written secret ballot, if there is a contest, and shall be governed by such regulations as the board of directors may adopt. All active and life members in good standing shall be eligible to vote. Each such member shall be entitled to one vote for each position open for election. The sixteen nominees receiving the highest number of votes shall be elected. In the event of a tie, a new ballot shall be held for those tied. FORM 990, PART VI, SECTION B, LINE 11 The completed Form 990 is reviewed by the executive vice president, the management team and the audit committee before it is filed with the IRS. FORM 990, PART VI, SECTION B, LINE 12C Each member of the board of directors, the executive committee, the management team and all employees are required to submit an annual signed conflict of interest form. FORM 990, PART VI, SECTION B, LINE 15 Compensation for CCIM Institute CEO's salary is determined by the CCIM leadership team and compensation surveys in the association field. The human resource department researches industry standards for the position to determine a classification and salary range. All CCIM institute employees are under the direction of the CEO. The CEO is under the direction of the board of directors. The CEO relies on the opinion of the leadership team to develop an employment contract which outlines the compensation package. FORM 990, PART VI, SECTION C, LINE 19 The form 990 and 990-T are available to the public for inspection at the corporate headquarters of the institute. Additionally, governing documents, conflict of interest policy and financial statements are also available at the corporate headquarters. FORM 990, PART VII The following board members received compensation for instructing CCIM Institute courses, developing curriculum material, and/or operations consulting: Peter J. Barnett $27,700 Lydia P. Bennett $4,000 Barbara M. Crane $37,048 Joseph A. Fisher $95,481 Eric E. Hillenbrand $8,500 Richard E. Juge $7,000 Joseph Larkin $26,246 Pius Leung $16,100 Paul A. Lynn $1,924 William H. Moss $6,445 Mark J. Polon $55,241 Steven R. Price $2,950 Mark Van Ark $27,476 EDUCATION FDN OF THE CCIM INSTITUTE 430 N MICHIGAN AVENUE 700 CHICAGO IL 60611 363773054 EDUCATION IL 501(C)(3) 10 CCIM INSTIT true CCIM TECHNOLOGIES INC 430 N MICHIGAN AVE CHICAGO IL 60611 200195154 Database Research TX CCIM INSTITUTE C-CORP 2800616 504456 1.00000 true false false false false false false false false false false false false true true true true true false false CCIM Technologies Inc M 1500000 FMV CCIM TECHNOLOGIES INC O 72000 FMV