IFMA FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
IFMA FOUNDATION (EIN 76-0313751)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-16
IRS object ID
201641379349304274
Schema version
2014v6.0
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

FieldValueIRS element (for citing)
Return2016-05-16T11:38:28-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741769118PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRIGGS & VESELKA COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1NINE GREENWAY PLAZA SUITE 1700AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77046ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760313751EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IFMA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIFMABusinessNameControlTxt
Phone7136234362PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 GESSNER ROAD NO 900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFERY J TAFEL CAEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7136264362PhoneNum
Signature2016-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLIEN K LEPreparerPersonNm
PTINP01434751PTIN
Phone7136679147PhoneNum
Preparation2016-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEFFERY J TAFEL CAEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 GESSNER ROAD NO 900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$634,665GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IFMAFOUNDATION.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1991FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionPROMOTE AND SUPPORT SCHOLARSHIPS, EDUCATIONAL AND RESEARCH OPPORTUNITIES FOR THE ADVANCEMENT OF FACILITY MANAGEMENT WORLDWIDE.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$343,254PYContributionsGrantsAmt
CY Contributions Grants$276,601CYContributionsGrantsAmt
PY Program Service Revenue$213,151PYProgramServiceRevenueAmt
CY Program Service Revenue$81,078CYProgramServiceRevenueAmt
PY Investment Income$98,201PYInvestmentIncomeAmt
CY Investment Income$39,330CYInvestmentIncomeAmt
PY Other Revenue$49,436PYOtherRevenueAmt
CY Other Revenue$126,598CYOtherRevenueAmt
PY Total Revenue$704,042PYTotalRevenueAmt
CY Total Revenue$523,607CYTotalRevenueAmt
PY Grants And Similar Paid$139,957PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$149,805CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$16,017CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$68,654PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$79,246CYTotalFundraisingExpenseAmt
PY Other Expenses$493,732PYOtherExpensesAmt
CY Other Expenses$497,914CYOtherExpensesAmt
PY Total Expenses$702,343PYTotalExpensesAmt
CY Total Expenses$663,736CYTotalExpensesAmt
PY Revenues Less Expenses$1,699PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$140,129CYRevenuesLessExpensesAmt
Total Assets BOY$1,224,404TotalAssetsBOYAmt
Total Assets EOY$1,066,368TotalAssetsEOYAmt
Total Liabilities BOY$310,528TotalLiabilitiesBOYAmt
Total Liabilities EOY$355,141TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$913,876NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$711,227NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE IFMA FOUNDATION WORKS FOR THE PUBLIC GOOD IN SUPPORT OF THE FACILITY MANAGEMENT (FM) PROFESSION, FM HIGHER EDUCATION, STUDENTS STUDYING FM AND OTHER RELATED PROFESSIONS PERTAINING TO THE BUILT ENVIRONMENT. THE FOUNDATION WORKS TO INCREASE AWARENESS OF THE PROFESSION AND ENCOURAGES FM AS A CAREER OF CHOICE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$149,805ExpenseAmt
Grant$149,805GrantAmt
DescGRANTS OF SCHOLARSHIPS TO MORE THAN 40 STUDENTS STUDYING TO ENTER THE FM PROFESSION WERE MADE IN 2014-15. IN ADDITION TO A MONETARY AWARD TO HELP OFFSET THE COSTS OF EARNING THEIR FM RELATED DEGREE, SCHOLARSHIP RECIPIENTS WERE ALSO AWARDED TRAVEL AND RELATED EXPENSES TO PARTICIPATE IN IFMA'S WORLD WORKPLACE ANNUAL CONFERENCE AND EXPOSITION. BY PARTICIPATING IN THE ANNUAL CONFERENCE, STUDENTS ARE EXPOSED TO BEST PRACTICES IN THE PROFESSION, LEARN OF THE NEWEST TECHNOLOGIES AND BUILD THEIR PROFESSIONAL NETWORK. AS A RESULT, STUDENTS ARE BETTER EQUIPPED TO IMPLEMENT SUSTAINABLE PRACTICES, INCREASED WORKED PRODUCTIVITY, WELLNESS AND COST SAVINGS TO THEIR ORGANIZATIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$245,827ExpenseAmt
Revenue$81,078RevenueAmt
DescACCREDITATION OF FACILITY MANAGEMENT DEGREES IS A KEY COMPONENT OF THE IFMA FOUNDATION'S SUPPORT OF THE FM PROFESSION AND FM HIGHER EDUCATION. THE FM ADP PROGRAM ADMINISTERED BY THE FACILITY MANAGEMENT ACCREDITATION COMMISSION, ENSURES STUDENTS, EMPLOYER AND OTHER CONSTITUENTS THAT THE FM CURRICULUM AT ACCREDITED INSTITUTIONS INCLUDES INSTRUCTION ON ALL 11 CORE COMPETENCIES OF THE FM PROFESSION WITH STUDENT OUTCOMES APPROPRIATE TO THE LEVEL OF DEGREE EARNED. MORE THAN 4,000 STUDENTS WERE ENROLLED IN FM ACCREDITED DEGREE PROGRAMS IN 2014-15 WORLDWIDE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$20,391ExpenseAmt
Revenue$4,087RevenueAmt
DescTHE FOUNDATION ESTABLISHED THE FACILITY MANAGEMENT GLOBAL WORKFORCE INITIATIVE (GWI) TO ENCOURAGE FM AS A CAREER OF CHOICE LEADING STUDENTS AND INCUMBENT WORKERS TO A CAREER PATHWAY IN FM - AN EXCITING AND FULFILLING PROFESSION. THE GWI SEEKS TO FILL THE GROWING FM WORKFORCE TALENT GAP AS MORE THAN HALF OF TODAY'S PRACTITIONERS ARE EXPECTED TO RETIRE IN THE NEXT 5-15 YEARS. WE INTRODUCE THE PROFESSION TO STUDENTS BEFORE THEY MAKE CAREER DECISIONS AND INCREASE THE NUMBER OF ACCREDITED FM DEGREE PROGRAMS WORLDWIDE FOR THOSE SEEKING FM HIGHER EDUCATION AND INDIVIDUALS LOOKING FOR NEW CAREER OPPORTUNITIES. THE IFMA FOUNDATION CONNECTS WITH COMMUNITIES TO INFORM STUDENTS, PARENTS, TEACHERS, GUIDANCE COUNSELORS, COMMUNITY ORGANIZATIONS, ECONOMIC DEVELOPMENT AND GOVERNMENT AGENCIES ABOUT EXCITING AND PROSPEROUS FM CAREER OPPORTUNITIES. WE EDUCATE STUDENTS THROUGH STEM AND STEAM PROGRAMS IN HIGH SCHOOLS AND COLLEGES, OFFERING IFMA COURSES, CREDENTIALS AND THE FM ACCREDITED DEGREE PROGRAMS AT HIGHER EDUCATION INSTITUTIONS. WE INVEST IN THE FUTURE OF THE PROFESSION BY PROVIDING SCHOLARSHIPS, SUPPORTING ESTABLISHMENT OF FM INTERNSHIP PROGRAMS, CAREER FAIRS AND JOB LISTINGSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$14,353ExpenseAmt
DescALLOCATION OF TRUSTEE AND COMMITTEE COSTS AND OVERHEAD EXPENSES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$14,353TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$430,376TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJEFFERY J TAFEL CAEPersonNm
Phone7136234362PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 GESSNER RD STE 900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770244257ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DIANE COLES-LEVINE
IMMEDIATE PAST CHAIR3.00Yes (X)Yes (X)$0$0$0
JOHN CARRILLO
FOUNDATION CHAIR3.00Yes (X)Yes (X)$0$0$0
KENTON D MILLER
FOUNDATION FIRST VICE CHAI3.00Yes (X)Yes (X)$0$0$0
MICHAEL SCHLEY
FOUNDATION SECRETARY/TREAS3.00Yes (X)Yes (X)$0$0$0
WILLIAM M O'NEILL CFM
IFMA SECOND VICE CHAIR3.00Yes (X)$0$0$0
ADRIAN ANDERSON
TRUSTEE3.00Yes (X)$0$0$0
FRANK J BOETTCHER CFM
TRUSTEE3.00Yes (X)$0$0$0
THOMAS L MITCHELL JR CFM
TRUSTEE3.00Yes (X)$0$0$0
JOSEPH ARCHIE
TRUSTEE3.00Yes (X)$0$0$0
NANCY J SANQUIST
TRUSTEE3.00Yes (X)$0$0$0
ERIK JASPERS
TRUSTEE3.00Yes (X)$0$0$0
RICHARD KEANE
TRUSTEE3.00Yes (X)$0$0$0
J PATRICK MCKEE
TRUSTEE3.00Yes (X)$0$0$0
JOHN J STRONG FMP
TRUSTEE3.00Yes (X)$0$0$0
TONY KEANE CAE
IFMA PRESIDENT, CEO2.00Yes (X)$0$0$0
JEFFREY J TAFEL CAE
EXECUTIVE DIRECTOR45.00Yes (X)$0$99,752$23,027
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$99,752TotReportableCompRltdOrgAmt
Total Other Compensation$23,027TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$21,690FundraisingAmt
All Other Contributions$254,911AllOtherContributionsAmt
Total Contributions$276,601TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescACADEMIC PROGRAMS ACCRDesc
Business611710BusinessCd
Total Revenue Column$81,078TotalRevenueColumnAmt
Related Or Exempt Func Income$81,078RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$81,078TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,330TotalRevenueColumnAmt
Exclusion$39,330ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$233,228FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$21,690ContriRptFundraisingEventAmt
Fundraising Direct Expenses$110,717FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$122,511TotalRevenueColumnAmt
Exclusion$122,511ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$4,428GrossSalesOfInventoryAmt
Cost Of Goods Sold$341CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,087TotalRevenueColumnAmt
Related Or Exempt Func Income$4,087RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$523,607TotalRevenueColumnAmt
Related Or Exempt Func Income$85,165RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$161,841ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$143,232TotalAmt
Program Services$143,232ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$6,573TotalAmt
Program Services$6,573ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$16,017TotalAmt
Program Services$5,126ProgramServicesAmt
Management And General$7,047ManagementAndGeneralAmt
Fundraising$3,844FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$211,243TotalAmt
Program Services$67,598ProgramServicesAmt
Management And General$92,947ManagementAndGeneralAmt
Fundraising$50,698FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$371TotalAmt
Program Services$119ProgramServicesAmt
Management And General$163ManagementAndGeneralAmt
Fundraising$89FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,800TotalAmt
Program Services$5,376ProgramServicesAmt
Management And General$7,392ManagementAndGeneralAmt
Fundraising$4,032FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$8,824TotalAmt
Management And General$8,824ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,288TotalAmt
Program Services$732ProgramServicesAmt
Management And General$1,007ManagementAndGeneralAmt
Fundraising$549FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$26,147TotalAmt
Program Services$8,367ProgramServicesAmt
Management And General$11,505ManagementAndGeneralAmt
Fundraising$6,275FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,386TotalAmt
Program Services$1,724ProgramServicesAmt
Management And General$2,370ManagementAndGeneralAmt
Fundraising$1,292FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,491TotalAmt
Program Services$2,077ProgramServicesAmt
Management And General$2,856ManagementAndGeneralAmt
Fundraising$1,558FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$26,133TotalAmt
Program Services$8,363ProgramServicesAmt
Management And General$11,499ManagementAndGeneralAmt
Fundraising$6,271FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ACADEMIC PROGRAMS$169,608$169,608
MISCELLANEOUS EXPENSES$7,318$2,341$3,220$1,757
TRUSTEE & COMMITTEE COS$5,987$1,916$2,635$1,436
RESEARCH EXPENSE$5,299$5,299

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,019TotalAmt
Program Services$1,925ProgramServicesAmt
Management And General$2,649ManagementAndGeneralAmt
Fundraising$1,445FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$663,736TotalAmt
Program Services$430,376ProgramServicesAmt
Management And General$154,114ManagementAndGeneralAmt
Fundraising$79,246FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$39,667EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$110,908BOYAmt
EOY$13,226EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$77,252BOYAmt
EOY$50,114EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$125BOYAmt
EOY$125EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,687BOYAmt
EOY$11,458EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,030,432BOYAmt
EOY$951,778EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,224,404BOYAmt
EOY$1,066,368EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$55,228BOYAmt
EOY$34,603EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$109,740BOYAmt
EOY$81,575EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$145,560BOYAmt
EOY$238,963EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$310,528BOYAmt
EOY$355,141EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$54,809BOYAmt
EOY-$231,377EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$313,349BOYAmt
EOY$287,268EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$655,336BOYAmt
EOY$655,336EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$913,876BOYAmt
EOY$711,227EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,224,404BOYAmt
EOY$1,066,368EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$140,129ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$42,501NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$20,019PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$366,599CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$351,337CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$439,268CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$343,254CurrentTaxYearMinus1YearAmt
Current Tax Year$254,911CurrentTaxYearAmt
Total$1,755,369TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$366,599CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$351,337CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$439,268CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$343,254CurrentTaxYearMinus1YearAmt
Current Tax Year$254,911CurrentTaxYearAmt
Total$1,755,369TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$147,474SubstantialContributorsTotAmt
Public Support Total170$1,607,895PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,278CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,145CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,572CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,531CurrentTaxYearMinus1YearAmt
Current Tax Year$39,330CurrentTaxYearAmt
Total$161,856TotalAmt
FieldValueIRS element (for citing)
Total Support$1,917,225TotalSupportAmt
Gross Receipts Rltd Activities$1,049,805GrossReceiptsRltdActivitiesAmt
Public Support CY1700.83870PublicSupportCY170Pct
Public Support PY1700.84710PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$881,803BeginningYearBalanceAmt
Investment Earnings Or Losses-$10,367InvestmentEarningsOrLossesAmt
Other Expenditures$65,152OtherExpendituresAmt
End Year Balance$806,284EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$699,208BeginningYearBalanceAmt
Contributions$67,902ContributionsAmt
Investment Earnings Or Losses$114,693InvestmentEarningsOrLossesAmt
End Year Balance$881,803EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$627,084BeginningYearBalanceAmt
Contributions$500ContributionsAmt
Investment Earnings Or Losses$74,224InvestmentEarningsOrLossesAmt
Administrative Expenses$2,600AdministrativeExpensesAmt
End Year Balance$699,208EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$657,908BeginningYearBalanceAmt
Contributions$470ContributionsAmt
Investment Earnings Or Losses-$25,499InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,795GrantsOrScholarshipsAmt
End Year Balance$627,084EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$548,444BeginningYearBalanceAmt
Contributions$1,500ContributionsAmt
Investment Earnings Or Losses$107,964InvestmentEarningsOrLossesAmt
End Year Balance$657,908EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.08520BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.81280PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10200TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAMOUNTS DUE TO IFMADesc
Amt$238,963Amt
FieldValueIRS element (for citing)
Total Liability$238,963TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$583,340TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$42,501NetUnrealizedGainsInvstAmt
Other Revenue$341OtherRevenueAmt
Revenue Not Reported-$42,160RevenueNotReportedAmt
Revenue Subtotal$625,500RevenueSubtotalAmt
Investment Expenses Not Incld$8,824InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$110,717OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$101,893RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$523,607TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$785,989TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$131,077OtherExpensesIncludedAmt
Expenses Not Reported$131,077ExpensesNotReportedAmt
Expenses Subtotal$654,912ExpensesSubtotalAmt
Investment Expenses Not Incld2$8,824InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$8,824ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$663,736TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:SCHOLARSHIPS, EDUCATION AND RESEARCH
PART XI, LINE 2D - OTHER ADJUSTMENTS:INVENTORY COST OF GOODS SOLD 341. INVESTMENT ADJUSTMENT
PART XI, LINE 4B - OTHER ADJUSTMENTS:GALA & GOLF TOURNAMENT EXPENSES -110,717.
PART XII, LINE 2D - OTHER ADJUSTMENTS:INVENTORY COST OF GOODS SOLD 341. GALA & GOLF TOURNAMENT EXPENSES 110,717. LOSSES ON UNCOLLECTIBLE PLEDGES 20,019.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$0SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$0TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxt
EDUCATION SCHOLARSHIPSNORTH AMERICA2$7,500BY CHECK OR WIRE
EDUCATION SCHOLARSHIPSEUROPE (INCLUDING ICELAND & GREENLAND)7$24,600BY CHECK OR WIRE
EDUCATION SCHOLARSHIPSCENTRAL AMERICA AND THE CARIBBEAN1$6,500BY CHECK OR WIRE
REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT.NORTH AMERICA2$590REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT.
REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT.EUROPE (INCLUDING ICELAND & GREENLAND)7$2,065REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT
REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT.CENTRAL AMERICA AND THE CARIBBEAN1$295REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT.
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL GALAEvent1Nm
Gross Receipts Event1$106,473GrossReceiptsEvent1Amt
Charitable Contri Event1$15,556CharitableContriEvent1Amt
Gross Revenue Event1$90,917GrossRevenueEvent1Amt
Rent Facility Costs Event1$13,806RentFacilityCostsEvent1Amt
Food And Beverage Event1$28,484FoodAndBeverageEvent1Amt
Entertainment Event1$9,663EntertainmentEvent1Amt
Other Direct Expenses Event1$6,174OtherDirectExpensesEvent1Amt
Event2GOLF TOURNAMENTEvent2Nm
Gross Receipts Event2$148,445GrossReceiptsEvent2Amt
Charitable Contri Event2$6,134CharitableContriEvent2Amt
Gross Revenue Event2$142,311GrossRevenueEvent2Amt
Non Cash Prizes Event2$7,148NonCashPrizesEvent2Amt
Rent Facility Costs Event2$20,189RentFacilityCostsEvent2Amt
Food And Beverage Event2$18,207FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$7,046OtherDirectExpensesEvent2Amt
Gross Receipts Total$254,918GrossReceiptsTotalAmt
Charitable Contributions Tot$21,690CharitableContributionsTotAmt
Gross Revenue Total Events$233,228GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$7,148NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$33,995RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$46,691FoodAndBeverageTotalEventsAmt
Entertainment Total Events$9,663EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$13,220OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$110,717DirectExpenseSummaryEventsAmt
Net Income Summary$122,511NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtNon Cash AssistanceNonCashAssistanceDesc
EDUCATION SCHOLARSHIPS30$121,700
REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT30$8,850REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, PART VII, SECTION A, LINE 5FormAndLineReferenceDesc
ExplanationTHE EXECUTIVE DIRECTOR IS EMPLOYED BY INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION ("IFMA"). RELATED SALARIES, NON-TAXABLE BENEFITS AND DEFERRED COMPENSATION ARE PAID BY IFMA. THE FOUNDATION PAYS A MONTHLY FEE TO IFMA FOR RELATED SALARIES, BENEFITS, FACILITIES AND OTHER OVERHEAD COSTS, WHICH IS REFLECTED ON PART IX AS FEES FOR MANAGEMENT SERVICES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2A AND 2B, FORMS W-3 AND W-2:THE IFMA FOUNDATION RECOGNIZED EXPENSES OF $374,443 RELATED TO ADMINISTRATIVE SERVICES AND SHARED SALARY COSTS PER A COST-SHARING ARRANGEMENT WITH INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION ("IFMA"). IFMA FOUNDATION DOES NOT ISSUE FORMS W-2 DIRECTLY TO EMPLOYEES AND AS SUCH NO W-2'S ARE SHOWN AS ISSUED ON LINE 2A. IFMA IS RESPONSIBLE FOR ISSUING FORMS W-2 AND PAYING RELATED PAYROLL TAX.
FORM 990, PART VI, SECTION B, LINE 11THIS FORM 990 WAS REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR AND THEN FORWARDED TO THE FOUNDATION'S EXECUTIVE COMMITTEE FOR REVIEW AND COMMENT BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CEMPLOYEES, OFFICERS AND TRUSTEES MUST SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT UPON BEING HIRED AND ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15THE IFMA FOUNDATION STAFF IS EMPLOYED BY THE INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION. ACCORDINGLY, THE COMPENSATION OF THESE STAFF MEMBERS IS DETERMINED BY THE ASSOCIATION'S PRESIDENT AND CEO.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS ARE POSTED TO THE FOUNDATION WEBSITE. POLICIES AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C, AUDIT OVERSIGHT:THE BOARD OF TRUSTEES PROVIDES OVERSIGHT OF THE AUDIT PROCESS, INCLUDING A POST AUDIT REVIEW OF AUDIT FINDINGS AND ACCEPTANCE OF THE AUDIT REPORT.
FORM 990, PART XI, LINE 8, PRIOR PERIOD ADJUSTMENTS:LOSSES ON UNCOLLECTIBLE PLEDGES: -$20,019

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