2011-07-14T12:37:27-05:00 2010-08-31 LARSONALLEN LLP 2900 SOUTH QUINCY ST SUITE 150 ARLINGTON VA 22206 990 2009-09-01 520808480 SIOR FOUNDATION SIOR 2024498200 1201 NEW YORK AVENUE NW NO 350 WASHINGTON DC 20005 DIANA M LEE 2024498200 2011-06-30 1 7039985100 2009 2016-02-24 21:20:13Z DIANA M LEE 1201 NEW YORK AVENUE NW NO 350 WASHINGTON DC 20005 929741 0 X WWW.SIORFOUNDATION.ORG X 1962 DC PROMOTE AND SUPPORT INITIATIVES THAT EDUCATE, EXPAND & ENRICH THE COMMERCIAL REAL ESTATE COMMUNITY. 48 48 0 48 0 0 444259 284492 0 -67346 68178 7577 1306 384490 353976 189297 125157 0 219656 199403 0 154201 120675 174029 529628 498589 -145138 -144613 2686593 2569032 101096 66897 2585497 2502135 PROMOTE AND SUPPORT INITIATIVES THAT EXPAND, EDUCATE, AND ENRICH THE COMMERCIAL REAL ESTATE COMMUNITY. 0 0 75067 75067 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 89 STUDENTS ATTENDING 36 EDUCATIONAL INSTITUTIONS AROUND THE U.S. AND CANADA. 27640 27640 Grants to SIOR and Other Universities for Real Estate Education. Supported commercial real estate articles in a publication that reached over 3,000 commercial real estate professionals in circulation. Supported non-profit educational organization with scholarships for four (4) minority students studying commercial real estate. 37650 22450 SIOR Chapter Matching Educational Speakers and Programs: To assist SIOR chapters in educating their members and constituents, and to enhance public awareness of the profession. Supported 6 SIOR Chapters around the U.S. and Canada to provide 7 commercial real estate educational and research programs with leading industry expert speakers and university programs that impacted over 1,100 commercial real estate professionals. 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 16 SIOR commercial real estate professionals to provide internship opportunities to develop career experience for 13 students studying commercial real estate. 22942 0 3300 Hunt Sessions DVD. Produced and distributed complimentary audio-visual educational presentations by nationally-recognized experts on various topics critical to the commercial real estate industry and 2009-2010 economic issues. More than 3,000 commercial real estate professionals received and benefited from the educational sessions on the DVDs. 22942 3300 163299 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 48 48 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 IL X THE ORGANIZATION 2024498200 1201 NEW YORK AVENUE NW NO 350 WASHINGTON DC 20005 Peter O Hanson SIOR CIPS 1.00 X 0 0 0 David T Houston Jr SIOR CRE FRI 1.00 X 0 0 0 John H Aldrich SIOR 1.00 X 0 0 0 Brian W Ball SIOR CCIM 1.00 X 0 0 0 John T Barker Jr SIOR 1.00 X 0 0 0 Joseph V Barna SIOR 1.00 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 John W Dohm SIOR CCIM 1.00 X 0 0 0 David B Douglas SIOR CCIM 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 Kevin C Geenty SIOR 1.00 X 0 0 0 James H Glanville Sr SIOR 1.00 X 0 0 0 H Allen Gump SIOR CCIM 1.00 X 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 1.00 X 0 0 0 Thomas E McCormick III SIOR 1.00 X 0 0 0 Craig S Meyer SIOR 1.00 X 0 0 0 P K Phil Nanavati SIOR 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 1.00 X 0 0 0 Vicente A Rios SIOR CCIM CIPS 1.00 X 0 0 0 Lynn B Schenck SIOR 1.00 X 0 0 0 Mark D Smith SIOR 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 Jr SIOR 1.00 X X 0 0 0 Grant J Tidemann SIOR CRE 1.00 X 0 0 0 Randall 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 FRIC 1.00 X 0 0 0 Jean P Wirsching SIOR 1.00 X 0 0 0 David J Zimmer SIOR FRICS 1.00 X 0 0 0 DIANA M LEE 10.00 X 0 142279 0 LINDA WILSON 30.00 X 0 128251 0 0 270530 0 0 0 0 1 0 284492 284492 58882 58882 585018 575722 9296 9296 9296 205 43 162 162 SCHOLARSHIP ADMIN FEES 561000 1144 1144 1144 353976 0 0 69484 104072 104072 12847 12847 8238 8238 105181 10340 41682 53159 37281 3356 14408 19517 33240 14480 18760 5755 3515 2240 17946 1354 7327 9265 14049 14049 52274 52274 12612 2704 9908 2315 2315 12257 11835 422 5628 5628 8965 8965 In-Kind Expenses 24172 24172 Hunt Sessions DVD 22942 22942 DIRECT FUNDRAISING EXP 13630 13630 PUBLIC RELATIONS 6068 6068 DUES AND SUBSCRIPTIONS 1204 1204 -2087 150 263 -2500 498589 163299 181089 154201 4650 27111 162568 112385 426904 326779 3661 3618 71136 40922 21731 30214 2058767 2060968 8312 7957 2686593 2569032 42735 34414 2000 56361 32483 101096 66897 X 1891595 1851978 693902 650157 2585497 2502135 2686593 2569032 X 0 1 1 X 0 X 272740 304455 978716 444259 284492 2284662 2376 50261 58283 463 205 111588 275116 354716 1036999 444722 284697 2396250 0 0 0 2396250 62686 76501 77330 63882 58882 339281 62686 76501 77330 63882 58882 339281 9029 6000 7200 1144 23373 337802 440246 1120329 515804 344723 2758904 0.86860 0.86830 0.12300 0.12360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71136 40922 30214 30214 DUE TO SIOR 32483 32483 353976 498589 -144613 61251 61251 -83362 425670 61251 10400 43 71694 353976 0 353976 509032 10400 43 10443 498589 0 498589 Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD: 43. Part XIII, Line 2d - Other Adjustments: COST OF GOODS SOLD: 43. 1 0 0 0 NORTH AMERICA TO SUPPORT THE COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAM THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS AND TO SUPPORT six STUDENTS STUDYING AT Three ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. 8238 CHECK 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 UNIVERSITY OF NORTHERN IOWA FOUNDATION 205 COMMONS UNI 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. SOCIETY OF INDUSTRIAL AND OFFICE REALTORS 1201 NEW YORK AVENUE NW WASHINGTON DC 20005 530184820 501(C)(6) 34000 To support commercial real estate articles on timely, relevant topics in the industry and support commercial real estate education course curriculum development. Hispanic college fund 1717 Pennsylvania Ave NW WASHINGTON DC 20006 501(C)(3) 18640 TO SUPPORT STUDENTS STUDYING AT ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. SIOR CHICAGO CHAPTER 275 Walnut Lane Oak Brook IL 60523 311725163 501(C)(6) 6000 TO SUPPORT STUDENTS STUDYING AT ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. SIOR CONNECTICUT CHAPTER 864 Wethersfield Ave Hartford CT 06114 060950628 501(C)(6) 6000 TO SUPPORT STUDENTS STUDYING AT ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. SIOR Carolinas Chapter 227 West Trade St Charlotte NC 28203 501(C)(6) 5000 TO SUPPORT STUDENTS STUDYING AT ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. SIOR Houston Gulf Coast Chapter 1300 Post Oak Blvd Houston TX 77056 501(C)(6) 6000 TO SUPPORT STUDENTS STUDYING AT ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. SIOR LAMSALNW FL CHAPTER 725 Executive Park Drive Mobile AL 36606 720689485 501(C)(6) 6932 TO SUPPORT STUDENTS STUDYING AT ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. SIOR Georgia Chapter 55 Ivan Allen Jr Blvd Atlanta GA 30308 501(C)(6) 5500 To support students studying at accredited universities in real estate related degree programs and support educational programs with leading industry expert speakers. SIOR St Louis Chapter 100 S Brentwood Blvd St Louis MO 63105 501(c)(6) 6000 To support students studying at accredited universities in real estate related degree programs and support educational programs with leading industry expert speakers. 2 8 MATCHING INTERNS PROGRAM 16 7075 N/A N/A Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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. 0 0 0 0 0 0 0 0 0 DIANA M LEE 0 112374 0 0 0 29905 0 0 0 0 0 142279 0 0 Supplemental Information Part III PART I, LINE 3: 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 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. THE FULL BOARD WILL RECEIVE A COPY OF THE FORM 990 AFTER IT HAS BEEN FILED. 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. FORM 990, PART VII, SECTION A, LINE 1A EXPLANATION FOR HOURS WORKED DIANA M. LEE WORKED APPROXIMATELY 44 HOURS PER WEEK AS FOLLOWS: SIOR 34 HOURS SIOR FOUNDATION 10 HOURS FORM 990, PART V, LINE 2A EXPLANATION FOR NUMBER OF EMPLOYEES THE FOUNDATION DOES NOT HAVE ANY REPORTABLE EMPLOYEES, BUT SHARES EMPLOYEES WITH A RELATED ORGANIZATION THAT FILES FORM W-2'S FOR THOSE INDIVIDUALS. THE EMPLOYEES LISTED IN FORM 990, PART VII ARE REPORTED WITH THE NUMBER OF HOURS WORKED FOR THE FOUNDATION AND FORM W-2 INFORMATION THAT WAS PAID BY BOTH THE FOUNDATION AND THE RELATED ORGANIZATION. COMPENSATION AMOUNTS ARE REPORTED BY NATURAL CLASS IN FORM 990, PART IX STATEMENT OF FUNCTIONAL EXPENSES RATHER THAN AS REIMBURSEMENTS TO THE RELATED ORGANIZATION FOR THESE EXPENSES. 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 SOCIETY OF INDUSTRIAL AND OFFICE REALTORS B 34000 SOCIETY OF INDUSTRIAL AND OFFICE REALTORS L 199404