2015-08-13T12:45:47-05:00 2014-12-31 BDO USA LLP 330 N Wabash Suite 3200 CHICAGO IL 60611 990 2014-01-01 363743268 CCIM INSTITUTE % LYNN WYZKIEWICZ CCIM 3123214460 430 N MICHIGAN AVENUE Suite CHICAGO IL 60611 WALTER S CLEMENTS EVP/CEO 3128569100 2015-07-31 true REBEKUH ELEY P01247672 3128569100 2014 2016-02-25 16:41:14Z CHARLES C CONNELY IV 430 N MICHIGAN AVENUE CHICAGO IL 60611 13484573 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. 104 96 53 150 178226 -99471 0 0 11582378 11865290 212464 192236 0 0 11794842 12057526 0 0 0 0 4004304 3830634 0 0 0 6240353 6732887 10244657 10563521 1550185 1494005 13985066 16288875 4589933 5136941 9395133 11151934 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 2014, THE CCIM EDUCATION PROGRAM SERVED 9,173 STUDENTS THROUGH 303 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 68 0 true 53 true true true false false false false false X 104 96 false false false false true true false true true false true true false true true true true true true true false X LYNN WYZKIEWICZ 3123214473 430 N MICHIGAN AVENUE CHICAGO IL 60611 Karl Landreneau CCIM President 1.0 0.0 X X 50000 0 0 Mark Macek CCIM President-Elect 1.0 X X 35000 0 Steven W Moreira CCIM First Vice-President 1.0 X X 25000 0 Craig Blorstad CCIM Treasurer 1.0 X X 15000 0 Charles C Connely IV CCIM Treasurer-Elect 1.0 X X 0 0 William T Adams CCIM Director 1.0 X 0 0 Adrian Aron Arriaga Sr CCIM Director 1.0 X 0 0 Carmen Austin CCIM Director 1.0 X 0 0 James E Baker CCIM Director 1.0 X 0 0 John R Beard CCIM Director 1.0 X 0 0 Robert L Behrens CCIM Director 1.0 X 0 0 Timothy S Blair CCIM Director 1.0 X 0 0 Eddie D Blanton CCIM Director 1.0 X 0 0 Anthony R Bolling JD CCIM Director 1.0 X 0 0 Randall B Boughton CCIM Director 1.0 X 0 0 Ernest L Brown IV CCIM Director 1.0 X 0 0 Leslie G Callahan III CCIM Director 1.0 X 0 0 D'Etta Casto-DeLeon CCIM Director 1.0 X 0 0 Andrew Chan CCIM Director 1.0 X 0 0 Walter S ClementsCCIMCREFRICS Director 1.0 X 31000 0 Barbara M Crane CCIM Director 1.0 X 5950 0 Benjamin Crosby CCIM Director 1.0 X 0 0 Daryl A Crotts CCIM Director 1.0 X 0 0 Jeremy J Cyrier CCIM Director 1.0 X 0 0 Wayne D'Amico CCIM Director 1.0 X 0 0 Robert DiPietrae CCIM Director 1.0 X 0 0 Susan Earnest CCIM Director 1.0 X 0 0 Carol Ebert CCIM Director 1.0 X 0 0 Martin Edwards Jr CCIM Director 1.0 X 0 0 Jeffrey L Engelstad PhDCCIM Director 1.0 X 0 0 Brian E Estes CCIM Director 1.0 X 0 0 Joseph A Fisher CCIM Director 1.0 X 27300 0 N Ross Fisher CCIM Director 1.0 X 0 0 Glynnis Fisher Levitt CCIM Director 1.0 X 0 0 Silvia G Gangel CCIM Director 1.0 X 0 0 Charlotte Goldblatt CCIM Director 1.0 X 0 0 Jerry L Hall CCIM Director 1.0 X 0 0 Shirley K Harpool CCIM Director 1.0 X 0 0 Ryan M Harrison CCIM Director 1.0 X 0 0 Bruce Harvey CCIM Director 1.0 X 0 0 Eric E Hillenbrand CCIMSCLS Director 1.0 X 0 0 Lauri L Hines CCIM Director 1.0 X 0 0 Ellen Hsu CCIM Director 1.0 X 0 0 Harold H Huggins CCIM Director 1.0 X 0 0 Gary N Hunter CCIM Director 1.0 X 0 0 Soozi Jones-Walker CCIM Director 1.0 X 2250 0 Richard E Juge CCIM Director 1.0 X 0 0 Vikki Keyser CCIM Director 1.0 X 0 0 John Khami CCIM Director 1.0 X 0 0 Leil Koch CCIM Director 1.0 X 0 0 Joseph Larkin CCIM Director 1.0 X 0 0 Pius K Leung CCIM Director 1.0 X 0 0 John C Lopez CCIM Director 1.0 X 0 0 Jay R Lucas CCIM Director 1.0 X 0 0 Karen MacLeod CCIM Director 1.0 X 0 0 Charles A Mac McClure CCIM Director 1.0 X 0 0 Karlos McGhee CCIM Director 1.0 X 0 0 William G Milliken Jr CCIM Director 1.0 X 0 0 Nicholas L Miner CCIM Director 1.0 X 0 0 Bobbi Miracle CCIM Director 1.0 X 0 0 Barbara Ann Monahan CCIM Director 1.0 X 0 0 Randall Moore CCIM Director 1.0 X 0 0 William H Moss Director 1.0 X 0 0 Ronald L Myles CCIM Director 1.0 X 0 0 Rene Nelson CCIM Director 1.0 X 0 0 Louis H Nimkoff CCIM Director 1.0 X 0 0 Daniel J Page CCIM Director 1.0 X 0 0 W Duncan Patterson CCIM Director 1.0 X 0 0 Shad J Phipps CCIM Director 1.0 X 0 0 Mark J Polon CCIM Director 1.0 X 59575 0 Steven R Price CCIM Director 1.0 X 0 0 Gary M Ralston CCIM Director 1.0 X 0 0 Steve Rich CCIM Director 1.0 X 0 0 Douglas A Sawyer CCIM Director 1.0 X 0 0 Don Sebastian CCIM Director 1.0 X 0 0 Cynthia C Shelton CCIM Director 1.0 X 0 0 Michael R Shelton CCIM Director 1.0 X 0 0 Sandy G Shindleman CCIM Director 1.0 X 0 0 Eric Simonds CCIM Director 1.0 X 0 0 Frank N Simpson CCIM Director 1.0 X 0 0 Darbin T Skeans CCIM Director 1.0 X 0 0 Barry Spizer CCIM Director 1.0 X 0 0 Dimitri C Stefanou CCIM Director 1.0 X 0 0 John M Stone CCIM Director 1.0 X 0 0 Henry T Stratton SIOR CCIM Director 1.0 X 0 0 Dewey Struble CCIM Director 1.0 X 0 0 Mark Van Ark CCIM Director 1.0 X 0 0 Ralph W Varnum CCIM Director 1.0 X 0 0 Robert L Ward CCIM Director 1.0 X 62463 0 Gerrie F Watson CCIM Director 1.0 X 0 0 Robin L Webb CCIM Director 1.0 X 0 0 John Joseph Wessling CCIM Director 1.0 X 0 0 Rhonda J West CCIM Director 1.0 X 0 0 David P Wilson CCIM Director 1.0 X 0 0 Bryan K Atherton CCIM FRVP AS PROXY FOR RVP 1.0 X 0 0 Peter J Barnett CCIM FRVP AS PROXY FOR RVP 1.0 X 0 0 Lydia P Bennett CCIM FRVP AS PROXY FOR RVP 1.0 X 0 0 Jared Booth CCIM FRVP AS PROXY FOR RVP 1.0 X 0 0 Regina L Emberton CCIM FRVP AS PROXY FOR RVP 1.0 X 0 0 Craig E Fernsler CCIM FRVP AS PROXY FOR RVP 1.0 X 0 0 Bobbie Lorraine MastracciCCIM FRVP AS PROXY FOR RVP 1.0 X 0 0 David Schnitzer CCIM FRVP AS PROXY FOR RVP 1.0 X 0 0 William Sherrod CCIM FRVP AS PROXY FOR RVP 1.0 X 0 0 Eavan Travers CCIM FRVP AS PROXY FOR RVP 1.0 X 0 0 BK Allen CCIM EVP/CEO 40.0 X 294711 0 0 Lynn Wyzkiewicz VP, Finance & Admin 40.0 X 183310 0 28303 Terry A Cunningham VP, Education 40.0 X 154197 0 25380 Gail A Collins VP, Operations 40.0 X 168449 0 27926 Henry F White Jr Former EVP/CEO 40.0 X 208400 0 0 1322605 0 81609 5 true true false PROFORM TECHNOLOGIES INC 7746 WEST 99TH STREET HICKORY HILLS IL 60457 PRINTING 285692 PERSONIFY INC PO BOX 759470 BALTIMORE MD 212759470 SOFTWARE PROVIDER 210535 FUTURE STATE 3100 OAK ROAD SUITE 205 WALNUT CREEK CA 94597 COURSE DEVELOPER 194310 ALM PO BOX 18114 NEWARK NJ 071918114 INTEGRATED MEDIA 168500 LEONARD PFEIFFER COMPANY LLC 1319 F STREET NW SUITE 800 WASHINGTON DC 20004 EXECUTIVE SEARCH 125736 6 0 MEMBERSHIP DUES 611710 6988969 6988969 EDUCATION COURSE/MTG 611710 4271375 4247422 23953 ADVERTISING AND SUBSCRIPTIONS 611710 184663 30390 154273 CONVENTIONS 611710 133980 133980 OTHER 611710 286303 286303 11865290 192236 192236 0 0 0 0 0 1427047 1427047 0 0 0 0 0 12057526 11687064 178226 192236 0 0 0 0 1134067 0 1783358 146562 526280 240367 150077 7531 125647 42116 0 0 139225 324473 167669 240911 0 658182 409411 0 432674 203 0 212358 0 EDUCATION COSTS OF GOODS SOLD 1222929 MEMBERSHIP COSTS OF GOODS SOLD 2520164 ALL OTHER 79317 10563521 2469479 2505626 0 0 0 0 230160 371215 0 0 0 0 0 0 0 0 75694 184389 5665967 4666035 380661 999932 6788780 8187421 0 0 4040292 4040292 0 0 0 0 13985066 16288875 1269836 1024988 0 0 3320097 4111953 0 0 0 0 0 0 0 0 0 0 0 0 4589933 5136941 X 9395133 11151934 0 0 0 0 9395133 11151934 13985066 16288875 1494005 262796 X false true X true false false false false 6726297 42116 0 42116 67263 -25147 172069 93948 78121 5493898 4572087 921811 999932 CCIM TECHNOLOGIES, INC. 4040292 C 4040292 0 0 X Part XIV 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, 2014 and 2013, the Organization had no amounts accrued for interest or penalties. Tax years going back to 2011 remain open for examination. 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. The Institute's for-profit subsidiary, CCIM Technologies, incorporated in the State of Illinois has filed income tax returns with the U.S. federal government and the State of Illinois since its incorporation in 2003. CCIM Technologies did not owe federal or state income taxes in 2014 or 2013. CCIM Technologies has a federal net operating loss ("NOL") carryforward balance of approximately $3.3 million and $3.0 million at December 31, 2014 and 2013, respectively. The NOL expires 2026 thru 2034, if not utilized. CCIM Technologies has a state net operating loss carryforward balance of approximately $2.8 million and $2.6 million at December 31, 2014 and 2013, respectively, which expire 2017 thru 2026. East Asia and the Pacific 2 2 Program Services EDUCATION & PROMOtion 31635 Europe (Including Iceland and Greenland) 1 1 Program Services EDUCATION & PROMOtion 7200 Russia and the Newly Independent States 1 1 Program Services EDUCATION & PROMOtion 9600 4 4 4 4 48435 48435 false false false false false false X X true false X X X true false false BK Allen CCIM EVP/CEO 294711 0 0 0 0 0 0 0 0 0 294711 0 0 0 Henry F White Jr Former EVP/CEO 208400 0 0 0 0 0 0 0 0 0 208400 0 0 0 Lynn Wyzkiewicz VP, Finance & Admin 183310 0 0 0 0 0 0 0 28303 0 211613 0 0 0 Terry A Cunningham VP, Education 154197 0 0 0 0 0 0 0 25380 0 179577 0 0 0 Gail A Collins VP, Operations 168449 0 0 0 0 0 0 0 27926 0 196375 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. 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. INTERIM CEO WAS PROVIDED HOUSING ALLOWANCE BASED ON ACTUAL COST OF INTERIM HOUSING. PART I, 4A HENRY F. WHITE JR FORMER EVP/CEO $208,400 DESCRIPTION OF ORANIZATION MISSION: CCIM INSTITUTE'S ("INSTITUTE" OR "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 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: Walter S. Clements $31,000 Barbara M. Crane $5,950 Joseph A. Fisher $27,300 Soozi Jones-Walker $2,250 Mark L. Polom $59,575 Robert L. Ward $62,463 EDUCATION FDN OF THE CCIM INSTITUTE 430 N MICHIGAN AVENUE 801 CHICAGO IL 60611 363773054 EDUCATION IL 501(C)(3) 9 CCIM INSTIT true CCIM TECHNOLOGIES INC 430 N MICHIGAN AVE CHICAGO IL 60611 200195154 Database Research TX CCIM INSTITUTE C-CORP -326266 418991 1.00000 true false false false false false false false true false false false false true true true true true false false CCIM Technologies Inc M 1500000 FMV CCIM Technologies Inc Q 77917 FMV CCIM TECHNOLOGIES INC O 60000 FMV EDUCATION FOUNDATION OF THE CCIM INSTITUTE O 60000 FMV