2014-05-01T10:39:03-05:00 2013-08-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2012-09-01 520808480 SIOR FOUNDATION SIOR 2024498200 1201 NEW YORK AVENUE NW NO 350 WASHINGTON DC 20005 DIANA ML TUCKER 2024498200 2014-04-17 1 YUNG-HEE GALLINARO P00035293 5712279500 2012 2015-11-30 17:44:51Z DIANA M L TUCKER 1201 NEW YORK AVENUE NW NO 350 WASHINGTON DC 20005 656961 0 X WWW.SIORFOUNDATION.ORG X 1962 DC PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, EXPAND & ENHANCE THE COMMERCIAL REAL ESTATE COMMUNITY. 50 50 0 50 0 0 300222 315660 0 0 71558 100064 -1927 1629 369853 417353 120319 99802 0 0 127141 92101 0 0 60855 136082 125674 383542 317577 -13689 99776 2972428 3302352 82648 67805 2889780 3234547 X PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, EXPAND & ENHANCE THE COMMERCIAL REAL ESTATE COMMUNITY. 0 0 60343 59819 SIOR CHAPTER MATCHING SCHOLARSHIP PROGRAM: TO ENCOURAGE AND ASSIST THE BEST AND BRIGHTEST STUDENTS STUDYING COMMERCIAL REAL ESTATE. SUPPORTED 19 SIOR CHAPTERS IN THE U.S. AND CANADA IN FURTHER SUPPORTING 64 STUDENTS ATTENDING 31 EDUCATIONAL INSTITUTIONS AROUND THE U.S. AND CANADA. 9192 8668 GRANTS TO SIOR AND NON-PROFIT ORGANIZATIONS FOR SUPPORT OF REAL ESTATE EDUCATION AND RESEARCH AND COMMUNITY SERVICE: TO SUPPORT COMMERCIAL REAL ESTATE ARTICLES IN A QUARTERLY PUBLICATION THAT REACHED OVER 3,000 COMMERCIAL REAL ESTATE PROFESSIONALS PER ISSUE IN CIRCULATION. TO SUPPORT LEADING INDUSTRY EXPERTS CONDUCTING RESEARCH IN REAL ESTATE PRODUCT SUSTAINABILITY. TO SUPPORT COMMUNITY SERVICE AND STEWARDSHIP BY COMMERCIAL REAL ESTATE COMMUNITY. 25339 24815 SIOR CHAPTER MATCHING EDUCATIONAL SPEAKERS AND COMMUNITY PROGRAMS: TO ASSIST SIOR CHAPTERS IN EDUCATING THEIR MEMBERS AND CONSTITUENTS, AND TO ENHANCE PUBLIC EDUCATION, UNDERSTANDING AND AWARENESS OF THE INDUSTRY. SUPPORTED 12 SIOR CHAPTERS AROUND THE U.S. AND CANADA TO PROVIDE 13 COMMERCIAL REAL ESTATE EDUCATIONAL AND RESEARCH PROGRAMS WITH LEADING INDUSTRY EXPERT SPEAKERS AND UNIVERSITY PROGRAMS THAT IMPACTED OVER 1,000 COMMERCIAL REAL ESTATE PROFESSIONALS. 6022 4000 MILDRED C. HANSON, SIOR MEMORIAL SCHOLARSHIP PROGRAM: TO ENCOURAGE AND ASSIST FEMALE STUDENTS IN OBTAINING AN EDUCATION THAT WILL LEAD THEM INTO PRODUCTIVE CAREERS IN THE COMMERCIAL REAL ESTATE INDUSTRY. 2859 2500 DAVID T. HOUSTON, JR. SIOR MEMORIAL SCHOLARSHIP PROGRAM: TO ENCOURAGE, PROMOTE, AND SUPPORT ADULT CONTINUING EDUCATION IN COMMERCIAL REAL ESTATE. 8881 6500 103755 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 X 50 50 1 0 1 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 IL CA X THE ORGANIZATION 2024498200 1201 NEW YORK AVENUE NW SUITE 350 WASHINGTON DC 20005 X BRYCE T ABERG SIOR 0.50 X 0 0 0 JOHN H ALDRICH SIOR 0.50 X 0 0 0 WALT ARRINGTON SIOR 0.50 X 0 0 0 JOHN T BARKER JR SIOR 0.50 X 0 0 0 JOSEPH V BARNA SIOR 1.00 X X 0 0 0 AARON BARNARD SIOR CCIM 0.50 X 0 0 0 KEVIN M BEAUDRY SIOR 0.50 X 0 0 0 WILLIAM A BURGESS SIOR CCIM 0.50 X 0 0 0 MARK D BYERS SIOR 0.50 X 0 0 0 J LEONARD CALDEIRA SIOR 0.50 X 0 0 0 MICHAEL R CAPOBIANCO SIOR 0.50 X 0 0 0 MILTON H CHARBONNEAU SIOR 0.50 X 0 0 0 KEVIN J CROWLEY SIOR 0.50 X 0 0 0 CHRISTOPHER W CURTIS SIOR 0.50 X 0 0 0 DANIEL J DOHERTY SIOR 0.50 X 0 0 0 DAVID B DOUGLAS SIOR CCIM 0.50 X 0 0 0 DAVID A DRUMMOND SIOR 0.50 X 0 0 0 PETER S FENNELLY SIOR MCR 0.50 X 0 0 0 ROBERT S GALAMBA SIOR CCIM 0.50 X 0 0 0 BILL GINDER SIOR 0.50 X 0 0 0 H ALLEN GUMP SIOR CCIM 1.00 X 0 0 0 JOHNATHAN D GUMP SIOR 0.50 X 0 0 0 DAVID B HAGAN SIOR CCIM 1.00 X 0 0 0 PETER O HANSON SIOR CIPS 1.00 X 0 0 0 MIKE HILLIS SIOR CCIM 0.50 X 0 0 0 D SHELDON JOHNSON SIOR CCIM 0.50 X 0 0 0 STAN KLEWENO 1.00 X X 0 0 0 STEIN KOSS SIOR 0.50 X 0 0 0 GEOFFREY E KREUSSER SIOR FRICS 0.50 X 0 0 0 DAVID C LOCKWOOD SIOR CCIM 0.50 X 0 0 0 TOM LOUER SIOR 0.50 X 0 0 0 PATRICIA J LOVEALL SIOR 0.50 X 0 0 0 THOMAS E MCCORMICK III SIOR FRICS 1.00 X 0 0 0 WILLIAM P O'BRIEN SIOR 0.50 X 0 0 0 MICHAEL W OHMES SIOR CCIM 1.00 X X 0 0 0 CHRISTOPHER J PENDROY SIOR CCIM 0.50 X 0 0 0 JAMES B PLANEY SIOR 0.50 X 0 0 0 STEVEN H PODOLSKY SIOR 0.50 X 0 0 0 STEWART D RANDALL JR SIOR 0.50 X 0 0 0 LYNN E REICH SIOR CCIM FRICS 0.50 X 0 0 0 R KIRK RICH SIOR 0.50 X 0 0 0 PATRICK SENTNER SIOR 0.50 X 0 0 0 SUE SMITH SIOR 0.50 X 0 0 0 ROBERT J STANIFORTH SIOR 1.00 X X 0 0 0 DONN SULLIVAN SIOR 0.50 X 0 0 0 LAURENCE J TAYLOR SIOR 0.50 X 0 0 0 RANDALL L WALKER SIOR 0.50 X 0 0 0 J PETER WHATMORE SIOR 1.00 X X 0 0 0 DANIEL F WILKINSON SIOR CRE FRICS 0.50 X 0 0 0 DAVID J ZIMMER SIOR FRICS 1.00 X 0 0 0 DIANA M L TUCKER CAE 4.00 X 12008 98803 27527 12008 98803 27527 0 0 0 0 0 315660 4520 315660 59465 59465 280207 239608 40599 40599 40599 SCHOLARSHIP ADMIN FEES 561000 1629 1629 1629 417353 0 0 101693 91483 91483 8319 8319 14613 208 13072 1333 59006 1452 45987 11567 13542 332 10566 2644 4940 103 3898 939 18235 18235 17204 17204 15692 15692 14363 2496 11867 4824 4824 6955 6955 5771 5676 95 6920 6920 DIRECT FUNDRAISING EXPE 27890 27890 IN-KIND EXPENSES 4520 4520 MISCELLANEOUS 2977 1858 1119 PUBLIC RELATIONS - PRIN 323 323 317577 103755 152967 60855 56980 17268 121236 100011 181986 111084 454 50692 47515 10096 3177 2595025 3060301 7105 10057 2972428 3302352 38753 54499 34132 2500 9763 10806 82648 67805 X 2193847 2569479 695933 665068 2889780 3234547 2972428 3302352 99776 244991 0 X 0 1 X 1 0 X 444259 284492 423136 300222 315660 1767769 444259 284492 423136 300222 315660 1767769 277940 1489829 63882 58882 55843 51686 59465 289758 7200 1144 1065 1682 1629 12720 2070247 693 0.71960 0.81450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50692 47515 3177 3177 DUE TO SIOR 10806 10806 X 667667 244991 5323 250314 417353 0 417353 322900 5323 5323 317577 0 317577 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. DURING FISCAL YEARS 2013 AND 2012, THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN ACCRUED IN THESE FINANCIAL STATEMENTS. THE FOUNDATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE FOUNDATION FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, THE FOUNDATION'S 2010, 2011, AND 2012 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. 0 0 0 0 0 0 0 0 0 0 NORTH AMERICA TO SUPPORT THE COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS AND TO SUPPORT 12 STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. 8319 CHECK 1 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: THE FOUNDATION REQUIRES PROGRESS/STATUS REPORTS OR FINANCIAL REPORTS DURING AND AFTER PHASES OF GRANT DISTRIBUTION THAT ARE SHARED WITH AND REVIEWED BY THE BOARD OF TRUSTEES. 1 IAMC 6625 THE CORNERS PARKWAY SUITE 200 PEACHTREE CORNERS GA 30092 134204733 501(C)(6) 7700 TO SUPPORT RESEARCH BY LEADING COMMERCIAL REAL ESTATE EXPERTS ON PRODUCT DESIGN AND FLEXIBILITY TO ENHANCE ADAPTIVE RE-USE OF A RANGE OF INDUSTRIAL PRODUCT TYPES. SIOR 1201 NEW YORK AVE NW STE 350 WASHINGTON DC 20005 530184820 501(C)(6) 10000 TO SUPPORT COMMERCIAL REAL ESTATE ARTICLES ON TIMELY, RELEVANT TOPICS IN THE INDUSTRY. SIOR CHICAGO CHAPTER 214 N HALE ST WHEATON IL 60187 311725163 501(C)(6) 6000 TO SUPPORT FOUR STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. SIOR CONNECTICUT CHAPTER 103 MILL PLAIN RD DANBURY CT 06811 364726276 6000 TO SUPPORT THREE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREE PROGRAM. SIOR MIDDLE AND EAST TENNESSEE CHAPTER 6005 IONAS DRIVE SUTIE 220 KNOXVILLE TN 37909 465124897 5500 TO SUPPORT FOUR STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN A REAL ESTATE RELATED DEGREE PROGRAM AND TO SUPPORT TWO EDUCATIONAL PROGRAMS THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY SPEAKING ON CURRENT INDUSTRY AND ECONOMIC TRENDS. SIOR LAMSALNW FL CHAPTER 300 NORTH 21ST ST SUITE 900 BIRMINGHAM AL 35203 275086520 APPLIED 5673 TO SUPPORT FOUR STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS AND TO SUPPORT A COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAM THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY SPEAKING ON CURRENT INDUSTRY AND ECONOMIC TRENDS. SIOR HOUSTONGULF COAST CHAPTER 1223 WEST LOOP S SUITE 900 HOUSTON TX 77027 582667155 501(C)(6) 6000 TO SUPPORT TWO STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREE PROGRAM. 7 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION REQUIRES EITHER AN APPLICATION FOR REIMBURSEMENT OF FUNDS AWARDED TO SCHOLARSHIP RECIPIENTS OR USED IN PROGRAM EXPENSES INCLUDING PROOF OF RECEIPTS, SCHOLARSHIP APPLICATIONS OR PROMOTIONAL MATERIALS, OR PLANS SHOWING DETERMINED AWARD RECIPIENTS, SCHOLARSHIP PROGRAM DETAILS, AND ANTICIPATED DATE OF AWARDS ANNOUNCEMENTS. THE FOUNDATION ALSO REQUIRES PROGRESS/STATUS REPORTS AND FINANCIAL REPORTS DURING AND AFTER PHASES OF GRANT DISTRIBUTION. ALL GRANTS INFORMATION IS SHARED WITH AND REVIEWED BY THE BOARD OF TRUSTEES SEMI-ANNUALLY. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, TREASURER, IMMEDIATE PAST PRESIDENT, AND THE CHAIRS OF THE STANDING COMMITTEES. THE EXECUTIVE COMMITTEE IS EMPOWERED TO MAKE DAY-TO-DAY MANAGEMENT DECISIONS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP EXISTS BETWEEN H. ALLEN GUMP AND JOHNATHON D. GUMP. WALT ARRINGTON, DAVID DOUGLAS, JOHNATHAN GUMP, ROBERT STANIFORTH AND J. PETER WHATMORE WORK FOR A SAME COMPANY. MICHAEL CAPOBIANCO, DANIEL DOHERTY, DAVID DRUMMOND, PETER FENNELLY, ROBERT GALAMBA, H. ALLEN GUMP, GEOFFREY KREUSSER, DAVID LOCKWOOD, III, STEWART RANDALL, JR, LYNN REICH, PATRICK SENTNER AND DANIEL WILKINSON WORK FOR A SAME COMPANY. JOSEPH BARNA, MIKE HILLIS, AARON BARNARD, AND MIKE OHMES WORK FOR A SAME COMPANY. KEVIN CROWLEY AND CHRISTOPHER PENDROY WORK FOR A SAME COMPANY. LAURENCE TAYLOR, STEIN KOSS, TOM LOUER AND JAMES PLANEY WORK FOR A SAME COMPANY. FORM 990, PART VI, SECTION A, LINE 4 REVISED BYLAWS TO ADD PRESIDENT-ELECT AS AN OFFICER AND RELATED RESPONSIBILITIES. FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT REVIEWS AND DISTRIBUTES THE DRAFT FORM 990 AND SUPPORTING SCHEDULES TO THE EXECUTIVE COMMITTEE FOR REVIEW, COMMENT, AND CORRECTIONS. THE FINAL DRAFT WILL BE DISTRIBUTED TO THE FOUNDATION BOARD OF TRUSTEES FOR REVIEW AND COMMENT UP TO ONE WEEK PRIOR TO FILING WITH THE IRS. THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR THE PURPOSES OF DETERMINING COMPENSATION. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: EXECUTIVE COMMITTEE (IN LIEU OF A COMPENSATION COMMITTEE), WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY BOARD OR EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. EXPLANATION FOR HOURS WORKED PART VII, SECTION A, LINE 1A DIANA M. L. TUCKER WORKED APPROXIMATELY 44 HOURS PER WEEK AS FOLLOWS: SIOR 40 HOURS SIOR FOUNDATION 4 HOURS SOCIETY OF INDUSTRIAL AND OFFICE REALTORS 1201 NEW YORK AVENUE NW WASHINGTON DC 20005 530184820 PROFESSIONAL ASSOCIATION DC 501(C)(6) N/A N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 SOCIETY OF INDUSTRIAL AND OFFICE REALTORS O 92102 BOOK VALUE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS M 16839 BOOK VALUE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS B 10000 CASH PAID