2014-10-17T13:41:46-05:00 2013-12-31 BDO USA LLP 330 N Wabash Suite 3200 CHICAGO IL 60611 990 2013-01-01 363743268 CCIM INSTITUTE % LYNN WYZKIEWICZ CCIM 3123214460 430 N MICHIGAN AVENUE Suite CHICAGO IL 60611 CRAIG BLORSTAD TREASURER 3123214460 2014-09-15 true Rebekuh Eley P01247672 3123214460 2013 2015-11-30 17:44:51Z CRAIG BLORSTAD 430 N MICHIGAN AVENUE CHICAGO IL 60611 12615100 false X WWW.CCIM.COM X 1969 IL THE DEVELOPMENT OF MEMBERS ENGAGED IN THE COMMERCIAL INVESTMENT REAL COMMERCIAL REAL ESTATE SPECIALTY THROUGH EDUCATION PROGRAMS AND LITERATURE. 100 90 50 150 124633 -21931 0 0 11014524 11582378 32188 212464 0 0 11046712 11794842 0 0 0 0 4020654 4004304 0 0 0 6535991 6240353 10556645 10244657 490067 1550185 13235925 13985066 5723073 4589933 7512852 9395133 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 2013, THE CCIM EDUCATION PROGRAM SERVED 6,583 STUDENTS THROUGH 267 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 72 0 true 50 true true true false false false false false X 100 90 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 BK Allen CCIM DIRECTOR 1.0 0.0 X 0 0 0 John R Beard CCIM DIRECTOR 1.0 X Robert L Behrens CCIM DIRECTOR 1.0 X Craig Blorstad CCIM Treasurer - elect 1.0 X X Constance D Boyle CCIM DIRECTOR 1.0 X Roger B Broderick CCIM DIRECTOR 1.0 X Ernest L Brown IV CCIM DIRECTOR 1.0 X Andrew Chan CCIM DIRECTOR 1.0 X Walter S Clements CCIM CRE FRIC DIRECTOR 1.0 X 13506 Charles C Connely IV CCIM Treasurer 1.0 X X 15000 Phillip Crane CCIM DIRECTOR 1.0 X Wayne D'Amico CCIM President 1.0 X X 50000 Martin Edwards Jr CCIM DIRECTOR 1.0 X Allen M Feltman CCIM DIRECTOR 1.0 X Joseph A Fisher CCIM DIRECTOR 1.0 X 18523 N Ross Fisher CCIM DIRECTOR 1.0 X Silvia G Gangel CCIM DIRECTOR 1.0 X Joseph Patrick Garrett CCIM DIRECTOR 1.0 X Jerry L Hall CCIM DIRECTOR 1.0 X Soozi Jones-Walker CCIM DIRECTOR 1.0 X 4223 Richard E Juge CCIM DIRECTOR 1.0 X 4800 John Khami CCIM DIRECTOR 1.0 X Leil Koch CCIM DIRECTOR 1.0 X Karl Landreneau CCIM president - elect 1.0 X X 35000 Joseph Larkin CCIM DIRECTOR 1.0 X 800 Pius K Leung CCIM DIRECTOR 1.0 X Jay R Lucas CCIM DIRECTOR 1.0 X Charles A Mac McClure CCIM DIRECTOR 1.0 X Susan B McClure CCIM DIRECTOR 1.0 X William G Milliken Jr CCIM DIRECTOR 1.0 X Barbara Ann Monahan CCIM DIRECTOR 1.0 X Steven W Moreira CCIM DIRECTOR 1.0 X Molly Mosher-Cates CCIM DIRECTOR 1.0 X Ronald L Myles CCIM DIRECTOR 1.0 X Katya J Naman CCIM DIRECTOR 1.0 X Louis H Nimkoff CCIM DIRECTOR 1.0 X Daniel J Page CCIM DIRECTOR 1.0 X W Duncan Patterson CCIM DIRECTOR 1.0 X Steven R Price CCIM DIRECTOR 1.0 X 3000 Robert A Rosenberg CCIM DIRECTOR 1.0 X Cynthia C Shelton CCIM DIRECTOR 1.0 X Frank N Simpson CCIM DIRECTOR 1.0 X Darbin T Skeans CCIM DIRECTOR 1.0 X Barry Spizer CCIM DIRECTOR 1.0 X John M Stone CCIM DIRECTOR 1.0 X Dewey Struble CCIM DIRECTOR 1.0 X Eugene A Trowbridge CCIM DIRECTOR 1.0 X Ralph W Varnum CCIM DIRECTOR 1.0 X James D Verro CCIM DIRECTOR 1.0 X Thomas M Wallin CCIM DIRECTOR 1.0 X Robert L Ward CCIM DIRECTOR 1.0 X 48009 Gerrie F Watson CCIM DIRECTOR 1.0 X Charles H West CCIM DIRECTOR 1.0 X David P Wilson CCIM DIRECTOR 1.0 X Barbara Hokel CCIM Director 1.0 X Anthony Bolling JD CCIM DIRECTOR 1.0 X Todd D Clarke CCIM DIRECTOR 1.0 X 24546 Michael Anderson CCIM DIRECTOR 1.0 X Daryl Crotts CCIM DIRECTOR 1.0 X Jeremy Cyrier CCIM DIRECTOR 1.0 X 5000 Charlotte Goldblatt CCIM DIRECTOR 1.0 X Ryan M Harrison CCIM DIRECTOR 1.0 X John P Iannuzzi CCIM Director 1.0 X John C Lopez CCIM Director 1.0 X Nicholas L Miner CCIM Director 1.0 X Bobbi Miracle CCIM Director 1.0 X Gary Ralston CCIM SIOR CPM CRE Director 1.0 X Gaston Reboredo CCIM Director 1.0 X Arie Salomon CCIM Director 1.0 X Stewart Scovil CCIM Director 1.0 X Sandy G Shindleman CCIM Director 1.0 X Mark Van Ark CCIM Director 1.0 X Rhonda West CCIM Director 1.0 X Andrew D Hyde CCIM Director 1.0 X EDDIE D BLANTON CCIM DIRECTOR 1.0 X H SANDY BROWN CCIM DIRECTOR 1.0 X D'ETTA CASTRO-DELEON CCIM DIRECTOR 1.0 X BENJAMIN CROSBY CCIM DIRECTOR 1.0 X ROBERT DIPIETRAE CCIM DIRECTOR 1.0 X SUSAN EARNEST CCIM DIRECTOR 1.0 X CAROL EBERT CCIM DIRECTOR 1.0 X BRIAN E ESTES CCIM DIRECTOR 1.0 X SHIRLEY K HARPOOL CCIM DIRECTOR 1.0 X ERIC HIGGINS CCIM DIRECTOR 1.0 X ELLEN YI-QIAN HSU CCIM DIRECTOR 1.0 X MARK MACEK CCIM FIRST VICE-PRESIDENT 1.0 X X 25000 KAREN MACLEOD CCIM DIRECTOR 1.0 X KARLOS MCGHEE CCIM DIRECTOR 1.0 X RANDALL MOORE CCIM DIRECTOR 1.0 X RENE NELSON CCIM DIRECTOR 1.0 X SHAD J PHIPPS CCIM DIRECTOR 1.0 X STEVE RICH CCIM DIRECTOR 1.0 X DOUGLAS A SAWYER CCIM DIRECTOR 1.0 X 13088 MICHAEL R SHELTON CCIM DIRECTOR 1.0 X ERIC SIMONDS CCIM DIRECTOR 1.0 X KAREN L SMITH CCIM DIRECTOR 1.0 X DIMITRI C STEFANOU CCIM DIRECTOR 1.0 X HENRY T STRATTON SIOR CCIM DIRECTOR 1.0 X ROBIN L WEBB CCIM DIRECTOR 1.0 X JOHN JOSEPH WESSLING CCIM DIRECTOR 1.0 X Henry F White Jr CEO/EVP 40.0 X 400143 25500 Kenneth J Setlak CFO 40.0 X 117526 3281 Terry A Cunningham VP, Education 40.0 X 136759 12492 Gail A Collins VP, Operations 40.0 X 144714 11989 ROBERT BULARZIK CTO 40.0 X 111539 LYNN WYZKIEWICZ VP, FINANCE & ADMIN 40.0 X 183541 1354717 0 53262 6 false true false Henson Consulting Inc 61 W Hubbard Suite 300 CHICAGO IL 60654 PR Counsel & Admin 188672 MCMURRYTMG 1129 20TH STREET NW - STE 700 WASHINGTON DC 20036 CONTENT MARKETING 102579 LASALLE NETWORK 200 N LASALLE STREET - STE 2500 CHICAGO IL 60601 TEMPORARY STAFFING 210484 PROFORM TECHNOLOGIES INC 7746 West 99th Street HICKORY HILLS IL 60457 PRINTING 159041 4 0 MEMBERSHIP DUES 611710 6792703 6792703 EDUCATION COURSE/MTG 611710 4094786 4083886 10900 PUBLICATION AND SERVICE MATERIAL 611710 220151 220151 ADVERTISING AND SUBSCRIPTIONS 611710 128141 14408 113733 CONVENTIONS 611710 132341 132341 214256 214256 11582378 133805 133805 0 0 0 0 0 898917 820258 78659 78659 78659 0 0 0 0 11794842 11457745 124633 212464 0 0 0 0 1219672 0 1926410 173799 439088 245335 289817 10574 101242 71042 0 0 0 400999 188203 249544 0 672291 269448 0 302374 394 0 221290 0 EDUCATION COSTS OF GOODS SOLD 1009203 MEMBERSHIP COSTS OF GOODS SOLD 2414568 ALL OTHER 39364 10244657 2981467 2469479 0 0 0 0 58468 230160 0 0 0 0 0 0 0 0 80369 75694 4834338 4453677 1219190 380661 4856139 6788780 0 0 4040292 4040292 0 0 0 0 13235925 13985066 2013820 1269836 0 0 3709253 3320097 0 0 0 0 0 0 0 0 0 0 0 0 5723073 4589933 X 7512852 9395133 0 0 0 0 7512852 9395133 13235925 13985066 1550185 332096 X false true X true false false false false 6792703 71042 0 71042 135854 -64812 99217 89944 9273 4735121 4363733 371388 380661 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, 2013 and 2012, the Organization had no amounts accrued for interest or penalties. Tax years going back to 2010 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 2013 or 2012. CCIM Technologies has a federal net operating loss ("NOL") carryforward balance of approximately $3.0 million and $2.5 million at December 31, 2013 and 2012, respectively. The NOL expires 2026 thru 2033, if not utilized. CCIM Technologies has a state net operating loss carryforward balance of approximately $2.6 million and $1.6 million at December 31, 2013 and 2012, respectively, which expire 2017 thru 2025. East Asia and the Pacific 2 2 Program Services EDUCATION & PROMO 17400 Europe (Including Iceland and Greenland) 1 1 Program Services EDUCATION & PROMO 6000 Russia and the Newly Independent States 1 2 Program Services EDUCATION & PROMO 9600 4 5 4 5 33000 33000 false false false false false false X true false X X X false false false Henry F White Jr CEO/EVP 400143 25500 425643 Gail A Collins VP, Operations 144714 11989 156703 LYNN WYZKIEWICZ VP, FINANCE & ADMIN 183541 183541 Part I, 1a 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. Description of Organization 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. 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. Elections 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 and/or developing curriculum material: Todd Clarke $24,546 Walter Clements $13,506 Jeremy Cyrier $5,000 Joseph fisher $18,523 Soozi Jones-Walker $4,223 Richard Juge $4,800 Joseph Larkin $800 Steven Price $3,000 Douglas Sawyer $13,088 Robert Ward $48,009 CCIM TECHNOLOGIES INC 5005 LBJ FREEWAY SUITE 1150 DALLAS TX 75244 200195154 Database Research TX CCIM INSTITUTE C-CORP -599666 762863 1.00000 true false false false false false false false false false false false false true false false false true false false CCIM Technologies Inc M 1500000 FMV CCIM Technologies Inc q 114038 fmv