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SIOR FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SIOR FOUNDATION (EIN 52-0808480)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-07-14
- IRS object ID
- 201111959349300531
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-14T12:37:27-05:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 SOUTH QUINCY ST SUITE 150 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520808480 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIOR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIOR | NameControl |
| Phone | 2024498200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW NO 350 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANA M LEE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2024498200 | Phone |
| Date Signed | 2011-06-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039985100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DIANA M LEE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW NO 350 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 929741 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.SIORFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE AND SUPPORT INITIATIVES THAT EDUCATE, EXPAND & ENRICH THE COMMERCIAL REAL ESTATE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 48 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 48 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 48 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 444259 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 284492 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -67346 | InvestmentIncomePriorYear |
| Investment Income Current Year | 68178 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7577 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1306 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 384490 | TotalRevenuePriorYear |
| Total Revenue Current Year | 353976 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 189297 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 125157 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 219656 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 199403 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 154201 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 120675 | OtherExpensePriorYear |
| Other Expenses Current Year | 174029 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 529628 | TotalExpensesPriorYear |
| Total Expenses Current Year | 498589 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -145138 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -144613 | RevenuesLessExpensesCY |
| Total Assets BOY | 2686593 | TotalAssetsBOY |
| Total Assets EOY | 2569032 | TotalAssetsEOY |
| Total Liabilities BOY | 101096 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 66897 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2585497 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2502135 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROMOTE AND SUPPORT INITIATIVES THAT EXPAND, EDUCATE, AND ENRICH THE COMMERCIAL REAL ESTATE COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 75067 | Expense |
| Grants | 75067 | Grants |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 27640 | Expense |
| Grants | 27640 | Grants |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 37650 | Expense |
| Grants | 22450 | Grants |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 22942 | Expense |
| Grants | 0 | Grants |
| Revenue | 3300 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 22942 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 3300 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 163299 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 48 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 48 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2024498200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW NO 350 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Peter O Hanson SIOR CIPS | ||||||||
| Ed-Foundation Past President | 1.00 | X | 0 | 0 | 0 | |||
| David T Houston Jr SIOR CRE FRI | ||||||||
| Ed-Foundation Past President | 1.00 | X | 0 | 0 | 0 | |||
| John H Aldrich SIOR | ||||||||
| Ed-Foundation Past President | 1.00 | X | 0 | 0 | 0 | |||
| Brian W Ball SIOR CCIM | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| John T Barker Jr SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Joseph V Barna SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mark A Bentley SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| William A Burgess SIOR CCIM | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mark D Byers SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| J Leonard Caldeira SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Michael R Capobianco SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Kevin J Crowley SIOR | ||||||||
| Ed-Foundation Past President | 1.00 | X | 0 | 0 | 0 | |||
| John W Dohm SIOR CCIM | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| David B Douglas SIOR CCIM | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Robert J Fena SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Peter S Fennelly SIOR MCR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jeffrey H Gage SIOR CCIM | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Kevin C Geenty SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| James H Glanville Sr SIOR | ||||||||
| Past President | 1.00 | X | 0 | 0 | 0 | |||
| H Allen Gump SIOR CCIM | ||||||||
| Vice President | 1.00 | X | 0 | 0 | 0 | X | ||
| Mike Hillis SIOR CCIM | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Raymond J Kisor SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Geoffrey E Kreusser SIOR | ||||||||
| Ed-Foundation Past President | 1.00 | X | 0 | 0 | 0 | |||
| Thomas E McCormick III SIOR | ||||||||
| Ed-Foundation Past President | 1.00 | X | 0 | 0 | 0 | |||
| Craig S Meyer SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| P K Phil Nanavati SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| William P O'Brien SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Michael W Ohmes SIOR CCIM | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Donald M Ossey SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Steven H Podolsky SIOR | ||||||||
| Ed-Foundation Past President | 1.00 | X | 0 | 0 | 0 | |||
| David A Prior SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Lynn E Reich SIOR CCIM | ||||||||
| Ed-Foundation Past President | 1.00 | X | 0 | 0 | 0 | |||
| Vicente A Rios SIOR CCIM CIPS | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Lynn B Schenck SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Mark D Smith SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Sue Smith SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Michael L Spears SIOR | ||||||||
| Immediate Past President | 1.00 | X | 0 | 0 | 0 | |||
| Robert J Staniforth SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Donn Sullivan SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Laurence J Taylor Jr SIOR | ||||||||
| President | 1.00 | X | 0 | 0 | 0 | X | ||
| Grant J Tidemann SIOR CRE | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Randall Walker SIOR | ||||||||
| Ed-Foundation Past President | 1.00 | X | 0 | 0 | 0 | |||
| Angela L West SIOR MCR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| J Peter Whatmore SIOR | ||||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | X | ||
| Lee C Wilburn SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Daniel F Wilkinson SIOR CRE FRIC | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jean P Wirsching SIOR | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| David J Zimmer SIOR FRICS | ||||||||
| Ed-Foundation Past President | 1.00 | X | 0 | 0 | 0 | |||
| DIANA M LEE | ||||||||
| EXECUTIVE DIRECTOR | 10.00 | 0 | 142279 | 0 | X | |||
| LINDA WILSON | ||||||||
| DIRECTOR OF DEVELOPMENT | 30.00 | 0 | 128251 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 270530 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 284492 | AllOtherContributions |
| Total Contributions | 284492 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 58882 | TotalRevenueColumn |
| Exclusion | $58,882 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 585018 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 575722 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9296 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9296 | TotalRevenueColumn |
| Exclusion | $9,296 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 205 | GrossSalesOfInventory |
| Cost Of Goods Sold | 43 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 162 | TotalRevenueColumn |
| Exclusion | $162 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCHOLARSHIP ADMIN FEES | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 1144 | TotalRevenueColumn |
| Exclusion | $1,144 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1144 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 353976 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $69,484 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104072 | Total |
| Program Services | 104072 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12847 | Total |
| Program Services | 12847 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8238 | Total |
| Program Services | 8238 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105181 | Total |
| Program Services | 10340 | ProgramServices |
| Management And General | 41682 | ManagementAndGeneral |
| Fundraising | 53159 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37281 | Total |
| Program Services | 3356 | ProgramServices |
| Management And General | 14408 | ManagementAndGeneral |
| Fundraising | 19517 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33240 | Total |
| Management And General | 14480 | ManagementAndGeneral |
| Fundraising | 18760 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5755 | Total |
| Management And General | 3515 | ManagementAndGeneral |
| Fundraising | 2240 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17946 | Total |
| Program Services | 1354 | ProgramServices |
| Management And General | 7327 | ManagementAndGeneral |
| Fundraising | 9265 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14049 | Total |
| Management And General | 14049 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52274 | Total |
| Management And General | 52274 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12612 | Total |
| Management And General | 2704 | ManagementAndGeneral |
| Fundraising | 9908 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2315 | Total |
| Management And General | 2315 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12257 | Total |
| Management And General | 11835 | ManagementAndGeneral |
| Fundraising | 422 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5628 | Total |
| Fundraising | 5628 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8965 | Total |
| Management And General | 8965 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| In-Kind Expenses | 24172 | 24172 | ||
| Hunt Sessions DVD | 22942 | 22942 | ||
| DIRECT FUNDRAISING EXP | 13630 | 13630 | ||
| PUBLIC RELATIONS | 6068 | 6068 | ||
| DUES AND SUBSCRIPTIONS | 1204 | 1204 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -2087 | Total |
| Program Services | 150 | ProgramServices |
| Management And General | 263 | ManagementAndGeneral |
| Fundraising | -2500 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498589 | Total |
| Program Services | 163299 | ProgramServices |
| Management And General | 181089 | ManagementAndGeneral |
| Fundraising | 154201 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4650 | BOY |
| EOY | 27111 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162568 | BOY |
| EOY | 112385 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 426904 | BOY |
| EOY | 326779 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3661 | BOY |
| EOY | 3618 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 71136 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 40922 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21731 | BOY |
| EOY | 30214 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2058767 | BOY |
| EOY | 2060968 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8312 | BOY |
| EOY | 7957 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2686593 | BOY |
| EOY | 2569032 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42735 | BOY |
| EOY | 34414 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56361 | BOY |
| EOY | 32483 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101096 | BOY |
| EOY | 66897 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1891595 | BOY |
| EOY | 1851978 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 693902 | BOY |
| EOY | 650157 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2585497 | BOY |
| EOY | 2502135 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2686593 | BOY |
| EOY | 2569032 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 272740 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 304455 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 978716 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 444259 | CurrentTaxYearMinus1Year |
| Current Tax Year | 284492 | CurrentTaxYear |
| Total | 2284662 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2376 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50261 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58283 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 463 | CurrentTaxYearMinus1Year |
| Current Tax Year | 205 | CurrentTaxYear |
| Total | 111588 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 275116 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 354716 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1036999 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 444722 | CurrentTaxYearMinus1Year |
| Current Tax Year | 284697 | CurrentTaxYear |
| Total | 2396250 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 2396250 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62686 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 76501 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63882 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58882 | CurrentTaxYear |
| Total | 339281 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62686 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 76501 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63882 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58882 | CurrentTaxYear |
| Total | 339281 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 9029 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7200 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1144 | CurrentTaxYear |
| Total | 23373 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 337802 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 440246 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1120329 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 515804 | CurrentTaxYearMinus1Year |
| Current Tax Year | 344723 | CurrentTaxYear |
| Total | 2758904 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.86860 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.86830 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.12300 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.12360 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 71136 | OtherCostOrOtherBasis |
| Depreciation | 40922 | Depreciation |
| Book Value | 30214 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 30214 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO SIOR | Description |
| Amount | $32,483 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 32483 | TotalOfAmounts |
| Total Revenue | 353976 | TotalRevenue |
| Total Expenses | 498589 | TotalExpenses |
| Excess Or Deficit For Year | -144613 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 61251 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 61251 | TotalAdjustments |
| Excess Or Deficit Per FS | -83362 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 425670 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 61251 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 10400 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 43 | OtherRevenues |
| Revenue Not Rptd F990 | 71694 | RevenueNotRptdF990 |
| Revenue Subtotal | 353976 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 353976 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 509032 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 10400 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 43 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 10443 | ExpensesNotRptdF990 |
| Expenses Subtotal | 498589 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 498589 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 2d - Other Adjustments: | COST OF GOODS SOLD: 43. |
| Part XIII, Line 2d - Other Adjustments: | COST OF GOODS SOLD: 43. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 0 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | Region |
| Purpose Of Grant | 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. | PurposeOfGrant |
| Amount Of Cash Grant | 8238 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| 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. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 8 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | MATCHING INTERNS PROGRAM | TypeOfGrant |
| Number Of Recipients | 16 | NumberOfRecipients |
| Amount Of Cash Grant | 7075 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANA M LEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 112374 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 29905 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 142279 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part III | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 | DIANA M. LEE WORKED APPROXIMATELY 44 HOURS PER WEEK AS FOLLOWS: SIOR 34 HOURS SIOR FOUNDATION 10 HOURS | EXPLANATION FOR HOURS WORKED |
| FORM 990, PART V, LINE 2A | 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. | EXPLANATION FOR NUMBER OF EMPLOYEES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF INDuSTRIAL AND OFFICE REALTORS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530184820 | EIN |
| Primary Activities | PROFESSIONAL ASSOCIATION | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 501(C)(6) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| SOCIETY OF INDUSTRIAL AND OFFICE REALTORS | |
| B | 34000 |
| SOCIETY OF INDUSTRIAL AND OFFICE REALTORS | |
| L | 199404 |