FM RESEARCH AND INFORMATION CENTER

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

JIM VETTER

Phone

7136234362

Tax Period

2020-07-01 to 2021-06-30

FM RESEARCH AND INFORMATION CENTER, founded in 2015, is a small nonprofit that reported $618K in total revenue in fiscal year 2020. Revenue surged 654% from the prior year, signaling strong growth momentum. The organization ran a surplus of $370K, a strong 60% operating margin.

Mission

PROVIDE GLOBAL LEADERSHIP IN ADVANCING THE FACILITY MANAGEMENT PROFESSION AND IMPROVING THE BUILT ENVIRONMENT THROUGH ACADEMIC AND APPLIED RESEARCH AND BENCHMARKING STUDIES.

Program Service Accomplishments

Program 1

Expenses: $17,161 Revenue: $59,316

THE FM RESEARCH & BENCHMARKING INSTITUTE (FM RBI) CONDUCTS RESEARCH ANDPUBLISHES REPORTS FOCUSED ON CRITICAL AREAS OF CONCERN FOR FACILITY MANAGEMENT. THIS PAST YEAR, FM RBI PUBLISHED AND MADE...

THE FM RESEARCH & BENCHMARKING INSTITUTE (FM RBI) CONDUCTS RESEARCH ANDPUBLISHES REPORTS FOCUSED ON CRITICAL AREAS OF CONCERN FOR FACILITY MANAGEMENT. THIS PAST YEAR, FM RBI PUBLISHED AND MADE AVAILABLE FOR SALE A SERIES OF REPORTS ON SPACE PLANNING AND LAUNCHED THE RESOURCE ADVANTAGE PLATFORM TO HELP FACILITY MANAGERS ATTAIN THE BENCHMARK DATA NEEDED TO SUPPORT DAILY RESPONSIBILITIES. FURTHERMORE, RESOURCE ADVANTAGE PLATFORM POWER USER SUBSCRIPTION WAS LAUNCHED TO HELP FACILITY MANAGERS OR CONSULTANTS WHO EXAMINE EXTENSIVE BENCHMARKING DATA WITH A CONDUIT TO FACILITATE THIS NEED.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $558,811

Program Service Revenue $59,316

Investment Income $0

Other Revenue $0

TOTAL REVENUE $618,127

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,161

Other Expenses $248,376

TOTAL EXPENSES $248,376

Year-over-Year Comparison

	2020	2019	Change
Revenue	$618,127	$81,965	+6.5%
Expenses	$248,376	$253,330	0.0%
Net Income	$369,751	$-171,365	-3.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL O'NEILL	CHAIR	4.00	Officer Director	$0	$0	$0
GRAHAM TIER	VICE-CHAIR	22.00	Officer Director	$0	$0	$0
ERIK JASPERS	IFMA FOUNDATION REPRESENTATIVE	4.00	Director	$0	$0	$0
COLLEEN CONKLIN	BOARD MEMBER	4.00	Director	$0	$0	$0
MARK MOBACH	SCIENTIFIC OFFICER	4.00	Director	$0	$0	$0
DIANE LEVINE	ED OF IFMA FND	4.00	Director	$0	$0	$0
DON GILPIN	CHIEF OPERATIONS OFFICER & PRESIDENT	4.00	Director	$0	$0	$0
NICKALOS ROCHA	DIRECTOR OF RESEARCH	55.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2021	$618,127	$248,376	No data	$369,751
2020	$81,965	$253,330	$297,549	$-171,365
2019	$151,636	$231,626	$286,185	$-79,990
2018	$179,790	$298,186	$94,906	$-118,396