2015-05-15T17:09:01-05:00 2014-06-30 741769118 BRIGGS & VESELKA CO NINE GREENWAY PLAZA SUITE 1700 HOUSTON TX 77046 990 2013-07-01 760313751 IFMA FOUNDATION IFMA 7136234362 800 GESSNER ROAD NO 900 HOUSTON TX 77024 JEFFERY J TAFEL CAE EXECUTIVE DIRECTOR 7136264362 2015-05-15 1 LIEN K LE P01434751 7136679147 2015-05-15 2013 2016-02-25 16:41:14Z JEFFERY J TAFEL CAE 800 GESSNER ROAD NO 900 HOUSTON TX 77024 1332057 0 X WWW.IFMAFOUNDATION.ORG/ X 1991 TX PROMOTE AND SUPPORT SCHOLARSHIPS, EDUCATIONAL AND RESEARCH OPPORTUNITIES FOR THE ADVANCEMENT OF FACILITY MANAGEMENT WORLDWIDE. 15 15 0 45 0 0 439268 343254 49039 213151 23494 98201 65408 49436 577209 704042 189799 139957 2076 0 0 0 0 68654 123247 391004 493732 582879 702343 -5670 1699 990862 1224404 109854 310528 881008 913876 X TO EXPAND THE KNOWLEDGE OF THE BUILT ENVIRONMENT AND PROMOTE THE ADVANCEMENT OF FACILITY MANAGEMENT WORLDWIDE THROUGH SUPPORT OF EDUCATION, RESEARCH AND SCHOLARSHIP OPPORTUNITIES. 0 1 139957 139957 GRANTS OF SCHOLARSHIPS TO 35 STUDENTS STUDYING IN THE FIELD OF FACILITY MANAGEMENT, PLUS RELATED TRAVEL EXPENSES TO ATTEND WORLD WORKPLACE.THE IFMA FOUNDATION PROVIDES CREDIBILITY AND MOTIVATES STUDENTS TO ENTER THE FM PROFESSION THROUGH ACCREDITED PROGRAMS, SCHOLARSHIP OPPORTUNITIES AND RECOGNITION OF FM AS AN EXCITING CAREER. 208434 213151 FACILITY MANAGEMENT ACCREDITED DEGREE PROGRAM: THE IFMA FOUNDATION HAS DEVELOPED STANDARDS TO RECOGNIZE QUALITY FACILITY MANAGEMENT 2-YEAR, 4-YEAR AND GRADUATE LEVEL PROFESSIONAL DEGREE PROGRAMS AT COLLEGES AND UNIVERSITIES. THE RECOGNIZED PROGRAM INITIATIVE WAS DESIGNED TO RECOGNIZE, ENCOURAGE AND STRENGTHEN CURRENT FACILITY MANAGEMENT EDUCATION DEGREE PROGRAMS AND TO ASSIST IN THE DEVELOPMENT OF NEW FACILITY MANAGEMENT DEGREE PROGRAMS.TWENTY NINE ACCREDITED DEGREE PROGRAMS HAVE BEEN ESTABLISHED IN COLLEGES AND UNIVERSITIES IN THE UNITED STATES, CANADA, EUROPE, HONG KONG, SINGAPORE AND AUSTRALIA. 113617 6467 THE FOUNDATION CREATED A NEW EVENT - THE WORKPLACE STRATEGY SUMMIT WITH LEADING ACADEMICS AND EXPERTS IN THE FIELDS OF FACILITY MANAGEMENT SPEAKING ABOUT THE MOST INNOVATIVE CONCEPTS TO EMERGE IN WORKPLACE STRATEGY. GLOBAL INNOVATORS ENGAGED WITH THE PRESENTERS AND ATTENDEES FROM ALL OVER THE GLOBE IN ROUND-TABLE DISCUSSIONS ON ISSUES RELATED TO WORK AND WORKPLACE IN THE 21ST CENTURY. PRESENTERS AT THE SUMMIT INCLUDED LEADING THINKERS FROM THE FIELDS OF DESIGN, FACILITY MANAGEMENT, REAL ESTATE, ORGANIZATIONAL ECOLOGY, TECHNOLOGY, AND MANAGEMENT. RESEARCH WAS PRESENTED BY ACADEMICS FROM BOTH NORTH AMERICAN AND EUROPEAN INSTITUTIONS. IN ADDITION, THE FOUNDATION CONTINUED DISTRIBUTION OF A SERIES OF SUSTAINABILITY "HOW TO" GUIDES, PUBLISHING AND DISTRIBUTION OF A BOOK TITLED "WORK ON THE MOVE: DRIVING STRATEGY AND CHANGE IN WORKPLACES," AND A FREE WHITEPAPER ON BENCHMARKING FOR FM PROFESSIONALS. 8361 ALLOCATION OF TRUSTEE AND COMMITTEE COSTS AND OVERHEAD EXPENSES. 8361 470369 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JEFFERY J TAFEL CAE 7136234362 800 GESSNER RD STE 900 HOUSTON TX 770244257 ROGER PETERSON IMMEDIATE PAST CHAIR 3.00 X X 0 0 0 JENNIFER A CORBETT-SHRAMO FOUNDATION CHAIR 3.00 X X 0 0 0 DIANE COLES FOUNDATION FIRST VICE CHAIR 3.00 X X 0 0 0 JOHN CARRILLO FOUNDATION SECRETARY/TREASURER 3.00 X X 0 0 0 MICHAEL D FELDMAN IFMA SECOND VICE CHAIR 3.00 X 0 0 0 NANCY J SANQUIST TRUSTEE 3.00 X 0 0 0 BRIAN B OSTROWE TRUSTEE 3.00 X 0 0 0 JUDITH L LEYSHON TRUSTEE 3.00 X 0 0 0 DEAN STANBERRY TRUSTEE 3.00 X 0 0 0 JAMES P CORBY TRUSTEE 3.00 X 0 0 0 JULIE O'LOUGHLIN TRUSTEE 3.00 X 0 0 0 DAVID MARTINEZ TRUSTEE 3.00 X 0 0 0 CINDY K HELLER TRUSTEE 3.00 X 0 0 0 KENTON D MILLER TRUSTEE 3.00 X 0 0 0 TONY KEANE CAE IFMA PRESIDENT, CEO 8.00 X 0 0 0 JEFFREY J TAFEL CAE EXECUTIVE DIRECTOR 45.00 X 88523 0 12579 88523 0 12579 0 0 0 1 0 38215 305039 343254 ACADEMIC PROGRAMS ACCR 611710 213151 213151 213151 38531 38531 650024 590354 59670 59670 59670 79656 38215 36687 42969 42969 7441 974 6467 6467 704042 219618 0 141170 102301 102301 37656 37656 158343 50670 69671 38002 10 4 4 2 17000 5440 7480 4080 68654 68654 8639 8639 13976 4472 6150 3354 4764 1524 2096 1144 5191 1661 2284 1246 16700 5571 7202 3927 104126 104126 ACADEMIC PROGRAMS 143721 143721 RESEARCH EXPENSE 9598 9491 69 38 TRUSTEE & COMMITTEE COS 6414 2053 2822 1539 PERSONNEL COSTS 2700 864 1188 648 2550 815 1122 613 702343 470369 108727 123247 13601 110908 22254 77252 125 125 3700 5687 951182 1030432 990862 1224404 22504 55228 950 109740 86400 145560 109854 310528 X 104587 -54809 121085 313349 655336 655336 881008 913876 990862 1224404 X 1699 43488 -12319 0 X X 0 1 X 1 0 X 329289 366599 351337 439268 343254 1829747 329289 366599 351337 439268 343254 1829747 159491 1670256 19484 20278 34145 29572 38531 142010 1971757 859377 0.84710 0.78020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 699208 67902 114693 881803 627084 500 74224 2600 699208 657908 470 -25499 5795 627084 548444 1500 107964 657908 473644 17100 57700 548444 0.07890 0.74320 0.17790 0 0 0 AMOUNTS DUE TO IFMA 145560 145560 777599 43488 2021 45509 732090 8639 -36687 -28048 704042 744731 51027 51027 693704 8639 8639 702343 PART V, LINE 4: SCHOLARSHIPS, EDUCATION AND RESEARCH PART XI, LINE 2D - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD 974. INVESTMENT ADJUSTMENT 1,047. PART XI, LINE 4B - OTHER ADJUSTMENTS: GALA & GOLF TOURNAMENT EXPENSES -36,687. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD 974. GALA & GOLF TOURNAMENT EXPENSES 37,734. LOSSES ON UNCOLLECTIBLE PLEDGES 12,319. 0 0 0 0 0 0 0 0 0 EDUCATION SCHOLARSHIPS NORTH AMERICA 5 19336 BY CHECK OR WIRE EDUCATION SCHOLARSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) 2 9815 BY CHECK OR WIRE EDUCATION SCHOLARSHIPS CENTRAL AMERICA AND THE CARIBBEAN 1 2929 BY CHECK OR WIRE EDUCATION SCHOLARSHIPS EAST ASIA AND THE PACIFIC 1 2921 BY CHECK OR WIRE REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT NORTH AMERICA 5 1475 PAID FOR REGISTRATION COST FOR STUDENTS TO ATTEND WORLD WORKPLACE REGISTRATION COST PAID REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT EUROPE (INCLUDING ICELAND & GREENLAND) 2 590 PAID FOR REGISTRATION COST FOR STUDENTS TO ATTEND WORLD WORKPLACE REGISTRATION COST PAID REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT CENTRAL AMERICA AND THE CARIBBEAN 1 295 PAID FOR REGISTRATION COST FOR STUDENTS TO ATTEND WORLD WORKPLACE REGISTRATION COST PAID REGISTRATION FOR WORLD WORKPLACE INTERNATIONAL EVENT EAST ASIA AND THE PACIFIC 1 295 PAID FOR REGISTRATION COST FOR STUDENTS TO ATTEND WORLD WORKPLACE REGISTRATION COST PAID 0 0 0 0 0 0 X X X X 1 THE SHERIDAN GROUP 1100 N GLEBE RD SUITE 1010 ARLINGTON VA 22201 CONSULTING ON DEVELOPMENT PLAN, IMPLEMENTATION AND EXECUTION 0 0 68654 -68654 68654 -68654 ANNUAL GALA 100199 31065 69134 1244 9159 15959 1187 2462 GOLF TOURNAMENT 17672 7150 10522 830 4850 996 117871 38215 79656 2074 14009 15959 1187 3458 36687 42969 0 EDUCATION SCHOLARSHIPS 26 95221 REGISTRATION FOR WORLD WORKPACE INTERNATIONAL EVENT 24 7080 REGISTRATION COST PAID PAID FOR REGISTRATION COST FOR STUDENTS TO ATTEND WORLD WORKPLACE X 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 THE 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. FORM 990, PART III, LINE 3 THE FOUNDATION CREATED A NEW EVENT - THE WORKPLACE STRATEGY SUMMIT WITH LEADING ACADEMICS AND EXPERTS IN THE FIELDS OF FACILITY MANAGEMENT SPEAKING ABOUT THE MOST INNOVATIVE CONCEPTS TO EMERGE IN WORKPLACE STRATEGY. DETAIL IS INCLUDED ON FORM 990, PART III, LINE 4C. FORM 990, PART V, LINE 2A AND 2B, FORMS W-3 AND W-2: THE IFMA FOUNDATION RECOGNIZED EXPENSES OF $302,064 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 11 THIS 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 12C EMPLOYEES, 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 15 THE 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 19 THE 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 -12,319