INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION INC (EIN 38-2402699)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-15
IRS object ID
201431359349309468
Schema version
2012v2.1
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)
Timestamp2014-05-15T17:47:59-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN741769118EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIGGS & VESELKA COBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1NINE GREENWAY PLAZA SUITE 1700AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77046ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN382402699EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL FACILITY MANAGEMENT ASSOCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlINTENameControl
Phone7136234362Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 GESSNER ROAD SUITE 900AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code770244257ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTONY KEANEName
TitlePRESIDENT AND CEOTitle
Phone7136234352Phone
Date Signed2014-05-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLIEN K LEName
PTINP01434751PTIN
Phone7136679147Phone
Date Prepared2014-05-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonTONY KEANENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1800 GESSNER ROAD SUITE 900AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code770244257ZIPCode
FieldValueIRS element (for citing)
Gross Receipts12894968GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.IFMA.ORGWebSite
Type Of Organization AssociationXTypeOfOrganizationAssociation
Year Formation1980YearFormation
State Legal DomicileMIStateLegalDomicile
Activity Or Mission DescriptionTO SERVE THE FACILITY MANAGEMENT PROFESSION AS A RESOURCE AND REPRESENTATIVE TO THE COMMUNITY.ActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members12NbrIndependentVotingMembers
Total Nbr Employees77TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI554782TotalGrossUBI
Net Unrelated Business Txbl Income-25699NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year4077652ContributionsGrantsPriorYear
Contributions Grants Current Year4166536ContributionsGrantsCurrentYear
Program Service Revenue Prior Year7526736ProgramServiceRevenuePriorYear
Program Service Revenue CY7726787ProgramServiceRevenueCY
Investment Income Prior Year194281InvestmentIncomePriorYear
Investment Income Current Year177961InvestmentIncomeCurrentYear
Other Revenue Prior Year971422OtherRevenuePriorYear
Other Revenue Current Year820199OtherRevenueCurrentYear
Total Revenue Prior Year12770091TotalRevenuePriorYear
Total Revenue Current Year12891483TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year4699733SalariesEtcPriorYear
Salaries Etc Current Year4567061SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year7791528OtherExpensePriorYear
Other Expenses Current Year8876088OtherExpensesCurrentYear
Total Expenses Prior Year12491261TotalExpensesPriorYear
Total Expenses Current Year13443149TotalExpensesCurrentYear
Revenues Less Expenses Prior Year278830RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-551666RevenuesLessExpensesCY
Total Assets BOY7897455TotalAssetsBOY
Total Assets EOY8197511TotalAssetsEOY
Total Liabilities BOY4864684TotalLiabilitiesBOY
Total Liabilities EOY5495931TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3032771NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2701580NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionIFMA IS A MEMBER-CENTRIC ASSOCIATION THAT EXISTS TO GUIDE AND DEVELOP FACILITY MANAGEMENT PROFESSIONALS BY PROVIDING EXCEPTIONAL SERVICES, PRODUCTS, RESOURCES AND OPPORTUNITIES. IN SUPPORT OF ITS MEMBERS, IFMA PROMOTES THE FACILITY MANAGEMENT PROFESSION THROUGH EDUCATION, CREDENTIALING, GOVERNMENT RELATIONS, LEADERSHIP OPPORTUNITIES, PUBLISHING, RECOGNIZING EXCELLENCE, RESEARCH AND STANDARDS DEVELOPMENT.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense6222981Expense
DescriptionTHE ASSOCIATION ADMINISTERS THE COMPETENCY-BASED CERTIFIED FACILITY MANAGER CREDENTIAL AND THE KNOWLEDGE-BASED FACILITY MANAGEMENT PROFESSIONAL CREDENTIAL AND THE NEWLY-INTRODUCED SUSTAINABILITY FACILITY PROFESSIONAL CREDENTIAL; PUBLISHES THE BIMONTHLY FACILITY MANAGEMENT JOURNAL (FMJ) IN PRINT AND ONLINE WITH AN AVERAGE OF APPROXIMATELY 100 PAGES; PUBLISHES AN ANNUAL FM RESOURCE GUIDE; PUBLISHES AN ELECTRONIC NEWSLETTER; FACILITATES DISTRIBUTION OF THE IFMA INSIDER, A WEEKLY ELECTRONIC TRENDS NEWSLETTER; CONDUCTS AND PUBLISHES RESEARCH; PROVIDES CLASSROOM-BASED AND ONLINE EDUCATIONAL PROGRAMS; PROVIDES A COMPREHENSIVE WEB PORTAL; SUPPORTS CHAPTER OPERATIONS IN 129 GLOBAL LOCATIONS; SUPPORTS 17 INDUSTRY-RELATED AND INTEREST-RELATED COUNCILS; AND PRODUCES WORLD WORKPLACE, THE WORLD'S LARGEST FACILITY MANAGEMENT CONFERENCE AND EXPOSITION, AND FACILITY FUSION, A COMPREHENSIVE EXPOSITION.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense2413786Expense
DescriptionTHE ASSOCIATION CONDUCTS COMPETENCY-BASED CERTIFICATION CREDENTIAL PROGRAMS FOR FACILITY MANAGERS, INCLUDING CERTIFIED FACILITY MANAGER ("CFM"), FACILITY MANAGEMENT PROFESSIONAL ("FMP") AND THE NEWLY-INTRODUCED SUSTAINABILITY FACILITY CREDENTIAL ("SFP"). DURING THE YEAR APPROXIMATELY 328 CFM'S WERE CERTIFIED, BRINGING THE TOTAL CFMS TO 3,200 IN 33 COUNTRIES, 845 EARNED THE FMP, BRINGING THE TOTAL OF FMPS TO 3,900 WORLDWIDE, AND APPROXIMATELY 158 SFP'S WERE CERTIFIED, BRINGING THE TOTAL TO 250 WORLDWIDE.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense254234Expense
DescriptionIFMA PUBLISHED RESEARCH: PROFILES 2013 SALARY AND DEMOGRAPHICS REPORT, WHICH PROVIDES A GENERAL OVERVIEW OF THE DEMOGRAPHICS AND BACKGROUNDS OF 4,600 FM PROFESSIONALS. IFMA ALSO CONTINUED THE BENCHMARKS EXCHANGE (BEX), AN ONLINE BENCHMARKING SYSTEM ENABLING FACILITY MANAGERS TO PARTICIPATE IN SURVEYS, ENTERING THEIR FACILITY DATA AND DOWNLOADING REPORTS FOR SPECIFIC NEEDS. BEX IS A TOOL THAT PROVIDES A GLOBAL FM DATA COLLECTION PROCESS THAT WILL ENHANCE THE RESULTS AND VALUE THAT MEMBERS AND THE PROFESSION RECEIVE.IFMA AGAIN PARTICIPATED IN JOHNSON CONTROLS ANNUAL "ENERGY EFFICIENCY INDICATOR" SURVEY.Description

Activity Other ActivityOther (5 entries)

ExpenseExpenseDescriptionDescription
53019IFMA IS THE LARGEST AND MOST WIDELY RECOGNIZED PROFESSIONAL ASSOCIATION FOR FACILITY MANAGEMENT, SUPPORTING APPROXIMATELY 22,500 MEMBERS WORLDWIDE, WHO ARE REPRESENTED BY 129 CHAPTERS, 17 COUNCILS, 6 COMMUNITIES OF PRACTICE AND ONE INSTITUTE (HEALTH CARE).COUNCILS AND COMMUNITIES ALLOW APPROXIMATELY 8,700 MEMBERS TO GO IN-DEPTH WITH BENCHMARKING, BEST PRACTICES SHARING, NETWORKING, RESEARCH AND EDUCATION SPECIFIC TO THE TYPE OF FACILITY OR INDUSTRY IN WHICH THEY MANAGE FACILITIES. IFMAS ONLINE COMMUNITY AT WWW.IFMACOMMUNITY.ORG IS THE VIRTUAL HUB OF COUNCIL ACTIVITY, PROVIDING DISCUSSION FORUMS AND ELECTRONIC RESOURCE SHARING. COUNCILS ALSO MEET FACE-TO-FACE ANNUALLY TO BUILD THEIR PERSONAL NETWORKS AND PARTICIPATE IN VARIOUS EDUCATIONAL OFFERINGS, AGAIN SPECIFIC TO THE TYPE OF FACILITY MANAGED.THE ASSOCIATION HAS ESTABLISHED PRESENCES ON KEY SOCIAL NETWORKING MEDIA SITES, INCLUDING FACEBOOK, LINKEDIN, TWITTER, YOUTUBE AND FLICKR.
IFMA HAS RECEIVED RECOGNITION AS THE SOLE PROVIDER OF FACILITY MANAGEMENT EDUCATION IN THE PEOPLES REPUBLIC OF CHINA.
IFMA INTEGRATES THE BALANCED SCORECARD METHODOLOGY INTO IT'S STRATEGIC PLANNING PROCESS TO BETTER ACHEIVE IT'S STRATEGIC PRIORITIES IN SERVING THE FACILITY MANAGEMENT COMMUNITY.
IFMA HAS ADDED STAFF AND OTHER RESOURCES TO STRENGTHEN ITS PARTNERSHIPS WITH U.S. GOVERNMENT AGENCIES AND RELATED ORGANIZATIONS, ESPECIALLY IN MEETING THEIR EDUCATIONAL NEEDS WITH IFMA RESOURCES, COURSES AND CREDENTIALS. IFMA'S GOVERNMENT RELATIONS INCLUDES COMMUNICATIONS WITH MEMBERS OF CONGRESS OR THEIR STAFFS TO UNDERSTAND THEIR CONCERNS AND TO DISCUSS ISSUES OF IMPORTANCE TO IFMA.
IFMA HAS UNDERTAKEN COLLABORATIVE EFFORTS WITH OTHER ORGANIZATIONS WITH KNOWLEDGE OR RESOURCES THAT COMPLIMENT THOSE OF THE ASSOCIATION, INCLUDING THE GLOBAL FACILITY MANAGEMENT ASSOCIATION, THE BRITISH INSTITUTE OF FACLITIES MANAGEMENT, FMA AUSTRALIA, THE EUROPEAN FACILITY MANAGEMENT NETWORK, THE ALLIANCE FOR SUSTANINABLE BUILT ENVIRONMENTS, THE U.S. GREEN BUILDINGS COUNCIL, THE AMERICAN SOCIETY FOR HEALTHCARE ENGINEERING AND THE U.S. ENVIRONMENTAL PROTECTION AGENCY'S ENERGY STAR PROGRAM.
FieldValueIRS element (for citing)
Total Of Other Program Service Exp53019TotalOfOtherProgramServiceExp
Total Program Service Expense8944020TotalProgramServiceExpense
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax1SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109650NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees77NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members12NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ARSALA KHATRIBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7136234362TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1800 GESSNER SUITE 900AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77024ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (19 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
KATHY O ROPER
PAST CHAIRMAN7.00X000
MARC S LICIARDELLO
CHAIRMAN15.00X000
JON SELLER
FIRST VICE CHAIR10.00X000
JAMES P WHITTAKER
SECOND VICE CHAIR10.00X000
FRANCISCO ABRANTES
DIRECTOR5.00X000
MICHAEL D FELDMAN
DIRECTOR5.00X000
JOACHIM W HOHMANN
DIRECTOR5.00X000
LESLEY GROFF
DIRECTOR5.00X000
WILLIAM M O'NEILL
DIRECTOR5.00X000
MAUREEN EHRENBERG
DIRECTOR5.00X000
STEPHANIE J FANGER
DIRECTOR5.00X000
ERIC TEICHOLZ
DIRECTOR5.00X000
KEVIN B O'TOOLE
DIRECTOR5.00X000
TONY KEANE
PRESIDENT & C.E.O.60.00360154033000X
MIKE MOSS
CHIEF OPERATING OFFICER50.00163170019054X
CHRISTEEN SEYMOUR
SR. DIRECTOR OF FINANCE AND ADMIN50.00107946016521X
JEFFREY JOHNSON
DIRECTOR OF GOV'T RELATION50.00117872018759X
CATHY PAVICK
VP OF PROF. DEVELOPMENT50.00141460021309X
DONALD YOUNG
VP COMMUNICATIONS50.00129241020101X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1019843TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation128744TotalOtherCompensation
Number Individuals GT100 K6NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
DEGW NORTHAMERICA LIMITED LLC
1178 PAYSPHERE CIRCLECHICAGOIL60674WORKSPACE ANALYSIS/RELOCATION158441
PACE LLP
1220 NORTH FILLMORE STREETARLINGTONVA22201PUBLIC RELATIONS AND ADVOCACY137520
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K
Membership Dues4166536MembershipDues
Total Contributions4166536TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
OTHER EDUCATIONAL PROGRAMS61171031555693155569
ANNUAL EXPOSITION6117101991841$1,991,841
ANNUAL CONFERENCE6117101904613$1,904,613
CREDENTIAL PROGRAMS611710535000535000
PUBLICATIONS AND INFORMATION611710138733138733

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column1031TotalRevenueColumn
Related Or Exempt Function Income1031RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue7726787TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column118617TotalRevenueColumn
Exclusion$118,617ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column3767TotalRevenueColumn
Related Or Exempt Function Income3767RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities59344Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities0Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities59344Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column59344TotalRevenueColumn
Exclusion$59,344ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory2408GrossSalesOfInventory
Cost Of Goods Sold3485CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-1077TotalRevenueColumn
Related Or Exempt Function Income-1077RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ADVERTISING IN FM JOURNAL541800402769402769
IFMA FOUNDATION OVERHEAD EXPENSEC561000252000252000
ONLINE ADVERTISING (ON WEBSITE)519130152013152013

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column10727TotalRevenueColumn
Related Or Exempt Function Income10727RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue817509TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column12891483TotalRevenueColumn
Related Or Exempt Function Income4095750RelatedOrExemptFunctionIncome
Unrelated Business Revenue554782UnrelatedBusinessRevenue
Exclusion$4,074,415ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total760015Total
Program Services760015ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total3470380Total
Program Services3470380ProgramServices

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total335124Total
Program Services335124ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1542Total
Program Services1542ProgramServices

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total685643Total
Program Services140424ProgramServices
Management And General545219ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total77832Total
Management And General77832ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total921587Total
Management And General921587ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total60463Total
Management And General60463ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total51814Total
Management And General51814ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total513781Total
Program Services160002ProgramServices
Management And General353779ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total809624Total
Program Services703525ProgramServices
Management And General106099ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total719030Total
Program Services75942ProgramServices
Management And General643088ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total30292Total
Management And General30292ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total581287Total
Management And General581287ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total416834Total
Program Services1784ProgramServices
Management And General415050ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1372302Total
Program Services1358037ProgramServices
Management And General14265ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total6810Total
Management And General6810ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total818518Total
Program Services457024ProgramServices
Management And General361494ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total116922Total
Program Services13665ProgramServices
Management And General103257ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
SELF STUDY PROGRAMS13984991398499
EXECUTIVE BOARD AND COM2345607767226793
BOARD INITIATIVES6029060290

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total13443149Total
Program Services8944020ProgramServices
Management And General4499129ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY418306BOY
EOY148539EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY683411BOY
EOY664208EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY53688BOY
EOY70006EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY435034BOY
EOY254485EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2792154LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec698982LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY641841BOY
EOY2093172EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY4457994BOY
EOY3994951EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY183322BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY16833BOY
EOY70244EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1007026BOY
EOY901906EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7897455BOY
EOY8197511EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY790952BOY
EOY1101403EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY4049931BOY
EOY3899507EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY23801BOY
EOY495021EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4864684BOY
EOY5495931EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3032771BOY
EOY2701580EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3032771BOY
EOY2701580EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7897455BOY
EOY8197511EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-551666ReconcilationRevenueExpenses
Reconciliation Unrealized Invest220475ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nondeduct0SubstantiallyAllDuesNondeduct
Only In House Lobbying0OnlyInHouseLobbying
Agree To Carryover Prior Year0AgreeToCarryoverPriorYear
Dues Assessments4166536DuesAssessments
Non Ded Lobby Political Current60463NonDedLobbyPoliticalCurrent
Non Ded Lobby Political Total60463NonDedLobbyPoliticalTotal
Aggr Amt Reported In Dues Notices41665AggrAmtReportedInDuesNotices
Amount To Be Carried Over18798AmountToBeCarriedOver

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis980885OtherCostOrOtherBasis
Depreciation31617Depreciation
Book Value949268BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1467687OtherCostOrOtherBasis
Depreciation651004Depreciation
Book Value816683BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis343582OtherCostOrOtherBasis
Depreciation16361Depreciation
Book Value327221BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2093172TotalOfBookValueLandBuildings

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
EDUCATION COURSE DEVELOPMENT COSTS, NET OF AMORTIZATION897114
EMPLOYEE ADVANCES4792
FieldValueIRS element (for citing)
Total Book Value Other Assets901906TotalBookValueOtherAssets
Tot Revenue Etc Audited Fincl Stmt13046092TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments220475NetUnrealizedGainsInvestments
Other Revenues3485OtherRevenues
Revenue Not Rptd F990223960RevenueNotRptdF990
Revenue Subtotal12822132RevenueSubtotal
Investment Expenses Not Included51814InvestmentExpensesNotIncluded
Other Revenues Not Included17537OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt69351RevenueNotRptdOnFinStmt
Total Revenue Per Form99012891483TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt13377283TotExpensesEtcAuditedFinclStmt
Other Expenses Included3485OtherExpensesIncluded
Expenses Not Rptd F9903485ExpensesNotRptdF990
Expenses Subtotal13373798ExpensesSubtotal
Investment Expenses Not Included251814InvestmentExpensesNotIncluded2
Other Expenses Not Included17537OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt69351ExpensesNotRptdOnFinStmt
Total Expenses Per Form99013443149TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifierExplanationExplanation
PART XI, LINE 2D - OTHER ADJUSTMENTS:COSTS OF PROMOTIONAL ITEMS SOLD AND OTHER 3,485.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INTEREST EXPENSE 6,810. MISCELLANEOUS INCOME 10,727.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COSTS OF PROMOTIONAL ITEMS SOLD AND OTHER 3,485.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INTEREST EXPENSE 6,810. MISCELLANEOUS EXPENSE 10,727.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
TONY KEANE
PRESIDENT & C.E.O.30184505830900033000000393154000
MIKE MOSS
CHIEF OPERATING OFFICER15117001200000019054000182224000
CATHY PAVICK
VP OF PROF. DEVELOPMENT1344600700000021309000162769000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
PART I, LINE 1ATHE ASSOCIATION PROVIDED TRAVEL FOR THE SPOUSE OF THE PRESIDENT AND CEO TO ATTEND FUNCTIONS AT AN ANNUAL EVENT ALSO ATTENDED BY MEMBERS, THE BOARD OF DIRECTORS AND MANY OF THEIR SPOUSES.
PART I, LINE 4ADONALD YOUNG RECEIVED A SEVERANCE PAYMENT OF $59,231.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THIS RETURN WAS REVIEWED BY THE ASSOCIATION'S SR. DIRECTOR OF FINANCE AND ADMINISTRATION, WHO THEN REVIEWED THE RETURN WITH THE ASSOCIATION'S PRESIDENT AND CEO. A COPY OF THE RETURN WAS THEN FORWARDED TO ALL CURRENT MEMBERS OF THE BOARD OF DIRECTORS FOR COMMENT PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CEMPLOYEES, OFFICERS AND DIRECTORS MUST SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT UPON BEING HIRED AND ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND CEO IS DETERMINED BY A COMMITTEE WHO CONSIDERS PERFORMANCE AND ESTABLISHED COMPENSATION GUIDELINES. THE PROCESS FOR FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OTHER KEY EMPLOYEES INCLUDES A REVIEW OF THE EMPLOYEE'S PERFORMANCE AND SALARY DECISIONS ARE MADE IN ACCORDANCE WITH ESTABLISHED GUIDELINES.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE POSTED ON THE ASSOCIATION'S WEBSITE. FINANCIAL STATEMENTS ARE SHARED WITH MEMBERS IN THE ANNUAL MEETING AND CONDENSED FINANCIAL STATEMENTS ARE PUBLISHED IN THE ASSOCIATION'S PROFESSIONAL JOURNAL.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.