Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
FORM-BASED CODES INSTITUTEINC
Employer identification number
76-0796091
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here........................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2011 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2012.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2011.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
79,500
50,000
78,623
92,500
105,894
406,517
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
142,645
89,559
59,698
92,869
132,813
517,584
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
222,145
139,559
138,321
185,369
238,707
924,101
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
924,101
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
9
Amounts from line 6...
222,145
139,559
138,321
185,369
238,707
924,101
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
17
42
19
78
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
17
42
19
78
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
306
253
350
344
1,253
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
222,145
139,865
138,591
185,761
239,070
925,432
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f))
.........
15
99.860 %
16
Public support percentage from 2011 Schedule A, Part III, line 15
...............
16
99.830 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))
......
17
0 %
18
Investment income percentage from 2011 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2012.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2011.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information.
Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2012
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
FORM-BASED CODES INSTITUTEINC
Employer identification number
76-0796091
Identifier
Return Reference
Explanation
ORGANIZATION'S MISSION
FORM 990 - ORGANIZATION'S MISSION
ORGANIZATION'S MISSION: THE FORM-BASED CODES INSTITUTE'S (FBCI) MISSION IS TO ADVANCE THE KNOWLEDGE AND USE OF, AND DEVELOP STANDARDS FOR, FORM-BASED CODES AS A METHOD TO ACHIEVE A COMMUNITY VISION BASED ON TIME-TESTED FORMS OF URBANISM. THE FBCI IS A NON-PROFIT PROFESSIONAL ORGANIZATION DEDICATED TO ADVANCING THE UNDERSTANDING AND USE OF FORM-BASED CODES. THE FBCI PURSUES THIS OBJECTIVE THROUGH THREE MAIN AREAS OF ACTION. 1. THE BOARD MEMBERS CONTINUALLY REVIEW AND WRITE CODES, GATHERING AN ENORMOUS BODY OF KNOWLEDGE AND EXPERTISE THAT PUTS FBCI AMONG THE WORLD'S LEADING EXPERT ON FORM-BASED CODES. THE FBCI HIGHLIGHTS THE BEST, DRAWS OUT THE ESSENTIAL ELEMENTS OF A WELL-CRAFTED CODE, AND SHARES THESE AS EXAMPLES TO STUDY AND USE. 2. THROUGH COURSES, WORKSHOPS AND WEBINARS, FBCI INSTRUCTORS INTERACT DIRECTLY WITH PROFESSIONAL ARCHITECTS AND PLANNERS, ENGINEERS, ELECTED OFFICIALS AND CITIZEN VOLUNTEERS ENGAGED IN PLANNING FOR THEIR COMMUNITIES. FBCI BOARD MEMBERS CONTINUE DEVELOPING NEW EDUCATIONAL APPROACHES AND TECHNIQUES TO FURTHER SPREAD KNOWLEDGE OF FBCS. 3. THE FBCI SEEKS THE WIDESPREAD ADOPTION OF WELL-CRAFTED AND EFFECTIVE CODES. THE FBCI INTERACTS WITH PROFESSIONALS ACROSS A WIDE RANGE OF DICIPLINES TO FOSTER DISCUSSION AND REACH CONSENSUS ON THE HIGHEST STANDARDS FOR FORM-BASED CODES.
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS
FORM 990, PAGE 1, PART I, LINE 6
BOARD MEMBERS VOLUNTEER TIME WHILE SERVING ON THE BOARD OF DIRECTORS. ADDITIONAL VOLUNTEER TIME IS RELATED TO DEVELOPMENT AND TEACHING OF VARIOUS COURSES RELATING TO FORM-BASED CODES RELATED TO THE ORGANIZATION'S PROGRAMS.
RELATED PARTY INFORMATION AMONG OFFICERS
FORM 990, PAGE 6, PART VI, LINE 2
OPTICOS DESIGN, INC. OPTICOS DESIGN, INC. DIRECTOR DIRECTOR SPOUSES; BUSINESS PARTNERS FERRELL, MADDEN & LEWIS FERRELL, MADDEN & LEWIS DIRECTOR DIRECTOR BUSINESS PARTNERS DOVER KOHL & PARTNERS DOVER KOHL & PARTNERS DIRECTOR DIRECTOR BUSINESS PARTNERS ARLINGTON COUNTY, VA ARLINGTON COUNTY, VA DIRECTOR DIRECTOR PLANNING DIVISION CO-WORKERS
MANAGEMENT DELEGATED
FORM 990, PAGE 6, PART VI, LINE 3
PATHFINDER CONSULTING, INC., CAROL WYANT, PRESIDENT; CAROL WYANT ALSO IS A DIRECTOR OF FORM-BASED CODES INSTITUTE.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
THE FORMAL REVIEW OF THE FORM 990 IS CONDUCTED BY TREASURER. ANY MEMBER OF THE BOARD OF DIRECTORS IS WELCOME TO REVIEW.
ENFORCEMENT OF CONFLICTS POLICY
FORM 990, PAGE 6, PART VI, LINE 12C
DIRECTORS ARE REQUESTED TO VOLUNTARILY DISCLOSE INFORMATION, AS APPLICABLE, AT THE ANNUAL OCTOBER BOARD MEETING.
COMPENSATION PROCESS FOR TOP OFFICIAL
FORM 990, PAGE 6, PART VI, LINE 15A
BOARD OF DIRECTORS DISCUSS AND DETERMINE LEVEL OF COMPENSATION AT THE ANNUAL BOARD MEETING FOR THE MANAGEMENT FIRM HIRED TO PROVIDE EXECUTIVE DIRECTOR ADMINISTRATIVE SERVICES. ANY CHANGES TO EXPENDITURES DURING THE YEAR ARE DISCUSSED AND APPROVED AT BOARD PHONE CONFERENCES EITHER SCHEDULED OR ON DEMAND OF THE TREASURER.
COMPENSATION PROCESS FOR OFFICERS
FORM 990, PAGE 6, PART VI, LINE 15B
NOT APPLICABLE; NO EMPLOYEES.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
DOCUMENTS MADE AVAILABLE UPON REQUEST OF ORGANIZATION AT ITS OFFICE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.