2012-06-05T06:27:43-05:00 2011-08-31 CLIFTONLARSONALLEN LLP 2900 SOUTH QUINCY ST SUITE 150 ARLINGTON VA 22206 990 2010-09-01 520808480 SIOR FOUNDATION SIOR 2024498200 1201 NEW YORK AVENUE NW NO 350 WASHINGTON DC 20005 DIANA M LEE 2024498200 2012-05-31 1 KAREN GRIES 7039985100 2010 2016-02-24 21:20:13Z DIANA M LEE 1201 NEW YORK AVENUE NW NO 350 WASHINGTON DC 20005 1039800 0 X WWW.SIORFOUNDATION.ORG X 1962 DC PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, EXPAND & ENHANCE THE COMMERCIAL REAL ESTATE COMMUNITY 44 44 0 44 0 0 284492 423136 0 0 68178 105632 1306 1081 353976 529849 125157 143750 0 0 199403 187181 0 0 157632 174029 180796 498589 511727 -144613 18122 2569032 2751338 66897 98313 2502135 2653025 X TO PROMOTE AND SUPPORT INITIATIVES THAT EXPAND, EDUCATE, AND ENHANCE THE COMMERCIAL REAL ESTATE COMMUNITY. 0 0 61424 60000 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 61 STUDENTS ATTENDING 31 EDUCATIONAL INSTITUTIONS AROUND THE U.S. AND CANADA. 60424 59000 GRANTS TO SIOR AND OTHER UNIVERSITIES FOR SUPPORT OF REAL ESTATE EDUCATION: SUPPORTED COMMERCIAL REAL ESTATE ARTICLES IN A QUARTERLY PUBLICATION THAT REACHED OVER 3,000 COMMERCIAL REAL ESTATE PROFESSIONALS PER ISSUE IN CIRCULATION. SUPPORTED UNIVERSITY DEVELOPMENT OF REAL ESTATE CENTER EDUCATION FOR GRADUATE REAL ESTATE STUDENTS. SUPPORTED LEADING INDUSTRY EXPERT SPEAKERS THAT IMPACTED 1,700 COMMERCIAL REAL ESTATE PROFESSIONALS. 22857 21271 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 PROFESSION. 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. 4901 3479 SIOR MATCHING INTERNSHIP PROGRAM: TO PROMOTE THE CAREER DEVELOPMENT OF STUDENTS INTERESTED IN CAREER OPPORTUNITIES IN COMMERCIAL REAL ESTATE INDUSTRY THROUGH INTERNSHIPS WITH SIOR DESIGNEES. SUPPORTED 6 SIOR COMMERCIAL REAL ESTATE PROFESSIONALS TO DEVELOP CAREER EXPERIENCE FOR 7 STUDENTS STUDYING COMMERCIAL REAL ESTATE. 4901 3479 149606 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 X 44 44 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 IL X THE ORGANIZATION 2024498200 1201 NEW YORK AVENUE NW SUITE 350 WASHINGTON DC 20005 X JOHN H ALDRICH SIOR 1.00 X 0 0 0 JOHN T BARKER JR SIOR 1.00 X 0 0 0 JOSEPH V BARNA SIOR 1.00 X X 0 0 0 MARK A BENTLEY SIOR 1.00 X 0 0 0 WILLIAM A BURGESS SIOR CCIM 1.00 X 0 0 0 MARK D BYERS SIOR 1.00 X 0 0 0 J LEONARD CALDEIRA SIOR 1.00 X 0 0 0 MICHAEL R CAPOBIANCO SIOR 1.00 X 0 0 0 KEVIN J CROWLEY SIOR 1.00 X 0 0 0 DANIEL J DOHERTY SIOR 1.00 X 0 0 0 DAVID B DOUGLAS SIOR CCIM 1.00 X 0 0 0 DAVID A DRUMMOND SIOR 1.00 X 0 0 0 ROBERT J FENA SIOR 1.00 X 0 0 0 PETER S FENNELLY SIOR MCR 1.00 X 0 0 0 JEFFREY H GAGE SIOR CCIM 1.00 X 0 0 0 H ALLEN GUMP SIOR CCIM 1.00 X X 0 0 0 PETER O HANSON SIOR CIPS 1.00 X 0 0 0 MIKE HILLIS SIOR CCIM 1.00 X 0 0 0 RAYMOND J KISOR SIOR 1.00 X 0 0 0 GEOFFREY E KREUSSER SIOR FRICS 1.00 X 0 0 0 TOM LOUER SIOR 1.00 X 0 0 0 PATRICIA J LOVEALL SIOR 1.00 X 0 0 0 THOMAS E MCCORMICK III SIOR FRICS 1.00 X 0 0 0 CRAIG S MEYER SIOR FRICS 1.00 X 0 0 0 WILLIAM P O'BRIEN SIOR 1.00 X 0 0 0 MICHAEL W OHMES SIOR CCIM 1.00 X 0 0 0 DONALD M OSSEY SIOR 1.00 X 0 0 0 STEVEN H PODOLSKY SIOR 1.00 X 0 0 0 DAVID A PRIOR SIOR 1.00 X 0 0 0 LYNN E REICH SIOR CCIM FRICS 1.00 X 0 0 0 R KIRK RICH SIOR 1.00 X 0 0 0 VICENTE A RIOS SIOR CCIM CIPS 1.00 X 0 0 0 SUE SMITH SIOR 1.00 X 0 0 0 MICHAEL L SPEARS SIOR 1.00 X 0 0 0 ROBERT J STANIFORTH SIOR 1.00 X 0 0 0 DONN SULLIVAN SIOR 1.00 X 0 0 0 LAURENCE J TAYLOR SIOR 1.00 X 0 0 0 GRANT J TIDEMANN SIOR CRE 1.00 X 0 0 0 RANDALL L WALKER SIOR 1.00 X 0 0 0 ANGELA L WEST SIOR MCR 1.00 X 0 0 0 J PETER WHATMORE SIOR 1.00 X X 0 0 0 LEE C WILBURN SIOR 1.00 X 0 0 0 DANIEL F WILKINSON SIOR CRE FRICS 1.00 X 0 0 0 DAVID J ZIMMER SIOR FRICS 1.00 X 0 0 0 DIANA M LEE CAE 8.00 X 15905 96469 29905 15905 96469 29905 0 0 0 0 0 423136 2449 423136 55818 55818 559756 509942 49814 49814 49814 25 9 16 16 SCHOLARSHIP ADMIN FEES 561000 1065 1065 1065 529849 0 0 106713 39000 39000 96239 96239 8511 8511 17850 350 16542 958 138305 4384 62743 71178 20303 651 8802 10850 10723 309 5245 5169 14538 14538 49535 49535 13582 2956 10626 2315 2315 14725 14442 283 4197 4197 13450 13450 IN-KIND EXPENSES 30745 30745 DIRECT FUNDRAISING EXPE 18526 18526 PLANNING SESSION 6753 6753 MISCELLANEOUS 6590 162 1328 5100 PUBLIC RELATIONS - PRIN 5840 5840 511727 149606 204489 157632 27111 19645 112385 202433 326779 302398 3618 3609 47380 30617 30214 16763 2060968 2199639 7957 6851 2569032 2751338 34414 36166 44500 32483 17647 66897 98313 X 1851978 1887293 650157 765732 2502135 2653025 2569032 2751338 X 18122 132768 X 1 1 1 X 0 X 304455 978716 444259 284492 423136 2435058 50261 58283 463 205 25 109237 354716 1036999 444722 284697 423161 2544295 0 0 0 2544295 76501 77330 63882 58882 55843 332438 76501 77330 63882 58882 55843 332438 9029 6000 7200 1144 1065 24438 440246 1120329 515804 344723 480069 2901171 0.87700 0.86860 0.11460 0.12300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47380 30617 16763 16763 DUE TO SIOR 17647 17647 529849 511727 18122 132768 132768 150890 675257 132768 12631 9 145408 529849 0 529849 524367 12631 9 12640 511727 0 511727 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2011 AND 2010, 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 2008, 2009, AND 2010 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 9. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 9. 1 0 0 0 0 0 0 0 0 0 X 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 SIX STUDENTS STUDING AT THREE ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. 8511 CHECK 0 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 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 864 WETHERSFIELD AVE HARTFORD CT 06114 060950628 501(C)6 6000 TO SUPPORT EIGHT STUDENTS STUDYING AT ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. SIOR FLORIDA CHAPTER 12555 CENTRAL PARKWAY STE 603 JACKSONVILLE FL 32224 204369236 501(C)6 6000 TO SUPPORT TWO STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS AND TO SUPPORT THE COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAM THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS. SIOR HOUSTONGULF COAST CHAPTER 1300 POST OAK BLVD STE 200 HOUSTON TX 77056 582667155 501(C)6 6000 TO SUPPORT THREE STUDENTS STUDYING AT ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. SIOR LAMSALNW FL CHAPTER 725 EXECUTIVE PARK DR MOBILE AL 36606 720689485 501(C)6 5000 TO SUPPORT FIVE STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. UNIVERSITY OF NORTHERN IOWA FOUNDATION 205 COMMONS CEDAR FALLS IA 50614 426058591 501(C)3 10000 TO SUPPORT THE UNIVERSITY'S REAL ESTATE EDUCATION IN DEVELOPMENT OF UNDERGRADUATE AND GRADUATE REAL ESTATE CURRICULUM. 1 5 SIOR MATCHING INTERNSHIP PROGRAM 7 3479 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE DISTRIBUTED TO THE FOUNDATION'S EXECUTIVE COMMITTEE FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS. IN ADDITION, THE FULL BOARD WILL RECEIVE A COPY OF THE FORM 990 PRIOR TO FILING. 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: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION 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. LEE WORKED APPROXIMATELY 46 HOURS PER WEEK AS FOLLOWS: SIOR 38 HOURS SIOR FOUNDATION 8 HOURS CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 132,768. 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 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 SOCIETY OF INDUSTRIAL AND OFFICE REALTORS O 62147 BOOK VALUE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS N 187182 BOOK VALUE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS L 60226 BOOK VALUE