2021-11-11T11:23:28-06:00 2020-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2020-01-01 521111515 INSTITUTE FOR CREDENTIALING EXCELLENCE INST 2023671165 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 DENISE ROOSENDAAL EXECUTIVE DIRECTOR 2023671165 2021-11-10 1 DENISE ROOSENDAAL XXX-XX-XXXX SEAN MCELWANEY P01608821 4108840220 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DENISE ROOSENDAAL 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 2321536 0 X WWW.CREDENTIALINGEXCELLENCE.ORG X 1978 DC ADVANCES CREDENTIALING THROUGH EDUCATION, STANDARDS, RESEARCH, AND ADVOCACY TO ENSURE COMPETENCE ACROSS PROFESSIONS AND OCCUPATIONS. 10 10 0 11 0 0 57325 55500 2540485 2107412 30083 44371 0 0 2627893 2207283 0 0 0 0 0 0 0 0 0 2574473 2140833 2574473 2140833 53420 66450 2472831 2553324 902370 799002 1570461 1754322 ADVANCES CREDENTIALING THROUGH EDUCATION, STANDARDS, RESEARCH, AND ADVOCACY TO ENSURE COMPETENCE ACROSS PROFESSION AND OCCUPATIONS. 0 0 799710 1432862 ACCREDITATION FEES, COMMUNICATIONS AND OTHER PROGRAMS - PLANNING FOR ORGANIZATION STRATEGY AND PROGRAM IMPLEMENTATION AND OTHER PROGRAM SERVICES. 388512 440695 ANNUAL MEETING AND SEMINARS - OPPORTUNITY FOR MEMBERS TO GATHER AND DISCUSS NEW DEVELOPMENTS IN THE INDUSTRY AND SHARE IDEAS FOR IMPROVEMENTS. 218039 233855 EDUCATIONAL EVENTS - EDUCATION FOR CREDENTIALING SPECIALISTS AND EXECUTIVES. 1406261 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X SMITHBUCKLIN INC 2023671165 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 X NICHOLAS SOTO CHAIR UNTIL NOV. 2020 2.00 X X 0 0 0 LISA SALLSTROM CAE PMP VICE CHAIR, THEN DIRECTOR NOV. 2020 2.00 X X 0 0 0 TODD PHILLBRICK CAE SEC/TREAS THEN CHAIR NOV. 2020 2.00 X X 0 0 0 SARA BLAIR LAKE JD CAE DIRECTOR, THEN VICE CHAIR NOV. 2020 2.00 X X 0 0 0 CATHERINE DOWER JD DIRECTOR, THEN SEC/TREAS NOV. 2020 2.00 X X 0 0 0 GRADY COLSON BARNHILL MS DIRECTOR 2.00 X 0 0 0 KAREN PLAUS PHD CRNA FAAN CAE DIRECTOR 2.00 X 0 0 0 TERRI HINKLEY EDD MBA BSN RN DIRECTOR 2.00 X 0 0 0 BILL WEST DIRECTOR AS OF NOV. 2020 2.00 X 0 0 0 JOY MATTHEWS-LOPEZ PHD DIRECTOR AS OF NOV. 2020 2.00 X 0 0 0 JANICE MOORE DIRECTOR UNTIL NOV. 2020 2.00 X 0 0 0 DENISE ROOSENDAAL CAE EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 MGT. SERV. INCLUDING ED COMP 1643579 1 55500 55500 ACCREDITATION FEES 900099 840553 840553 MEMBERSHIP DUES 900099 551563 551563 ANNUAL MEETING 900099 440695 440695 EDUCATION SEMINARS 900099 233855 233855 PUBLICATION 900099 40746 40746 2107412 60055 60055 98569 114253 -15684 -15684 -15684 2207283 2107412 0 44371 1679248 1141279 537969 11254 11254 152505 138887 13618 7501 7501 56692 7249 49443 29173 29173 26370 6335 20035 117831 52265 65566 18222 3472 14750 DUES AND SUBSCRIPTIONS 30422 20000 10422 MISCELLANEOUS 6505 100 6405 PROFESSIONAL DEVELOPMEN 5110 5110 2140833 1406261 734572 0 824682 766747 201920 202510 55893 38064 17094 22824 96235 96235 0 0 1370842 1520779 2400 2400 2472831 2553324 121943 39749 780427 759253 902370 799002 X 1570461 1754322 1570461 1754322 2472831 2553324 66450 117411 0 X X 0 1 X 1 0 X 58125 60000 63236 57325 55500 294186 2003177 2212871 2319135 2540485 2107412 11183080 2061302 2272871 2382371 2597810 2162912 11477266 0 10270 10270 10270 10270 11466996 29279 32601 36810 38624 60055 197369 29279 32601 36810 38624 60055 197369 2090581 2305472 2419181 2636434 2222967 11674635 0.98220 0.98390 0.01690 0.01310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96235 96235 0 0 X 2313440 117411 117411 2196029 11254 11254 2207283 2129579 0 2129579 11254 11254 2140833 PART X, LINE 2: ICE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS ENTERED INTO A MANAGEMENT CONTRACT WITH SMITHBUCKLIN CORPORATION. UNDER THE TERMS OF THIS CONTRACT, ICE MAKES PAYMENTS TO SMITHBUCKLIN CORPORATION WHICH COVER STAFF SALARIES AND OTHER OVERHEAD EXPENSES. THE FEES INCURRED BY ICE DURING THE YEAR ENDED DECEMBER 31, 2020 WERE $1,679,248, WHICH INCLUDED EXECUTIVE MANAGEMENT OF $319,815, MEMBERSHIP AND OPERATIONS, FINANCIAL MANAGEMENT AND ACCOUNTING, EVENT SERVICES, REGISTRATIOM SERVICES, EDUCATION AND LEARNING SERVICECS, CREATIVE AND DESIGN SERVICES, EDITORIAL AND PUBLISHING, MARKETING AND COMMUNICATIONS, INFORMATION TECHNOLOGY, SALES SERVICES, FULLFILLMENT SERVICES AND VALUE-ADDED SERVICES. SMITHBUCKLIN'S PERFORMANCE UNDER THIS AGREEMENT IS MONITORED BY THE BOARD OF WINDOW AND DOOR MANUFACTURERS ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FOUR TYPES OF MEMBERSHIP: ORGANIZATIONAL, SUSTAINING, AFFILIATE, AND INDIVIDUAL. ONLY ORGANIZATIONAL AND SUSTAINING MEMBERS SHALL HAVE VOTING PRIVILEGES, AND DESIGNATED REPRESENTATIVES ARE ELIGIBLE TO HOLD ELECTED AND APPOINTED OFFICES. FORM 990, PART VI, SECTION A, LINE 7A PER THE BYLAWS, ORGANIZATIONAL AND SUSTAINING MEMBERS VOTE FOR BOARD OF DIRECTOR MEMBERS AT ANNUAL ELECTIONS. FORM 990, PART VI, SECTION A, LINE 7B ORGANIZATIONAL AND SUSTAINING MEMBERS MAY VOTE ON CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS AND APPROVES THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE EXECUTIVE DIRECTOR ENSURES THAT ALL BOARD MEMBERS SIGN THE CONFLICT OF INTEREST STATEMENTS AND MAINTAINS COPIES OF SIGNED STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUEMNTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.