STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

INTEALTH: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
INTEALTH (EIN 36-2367980)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202113159349305201
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T12:41:46-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET STREETAddressLine1Txt
CitySUITE PHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362367980EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDUCATIONAL COMMISSION FORBusinessNameLine1Txt
Business Name Line2FOREIGN MEDICAL GRADUATESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEDUCBusinessNameControlTxt
Phone2158232293PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13624 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSH KISVERPersonNm
Person TitleVP FINANCE AND CFOPersonTitleTxt
Phone2158232293PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSHPersonFirstNm
Person LastKISVERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALYCIA SOLECKIPreparerPersonNm
PTINP01272637PTIN
Phone2155614200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM W PINSKY MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13624 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19104ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$83,624,210GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ECFMG.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1956FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee1015TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$108,563TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$110,062NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$80,551,985PYProgramServiceRevenueAmt
CY Program Service Revenue$54,348,306CYProgramServiceRevenueAmt
PY Investment Income$9,682,947PYInvestmentIncomeAmt
CY Investment Income$242,383CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$90,234,932PYTotalRevenueAmt
CY Total Revenue$54,590,689CYTotalRevenueAmt
PY Grants And Similar Paid$115,896PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$254,827CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$53,601,946PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$45,807,276CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$32,232,757PYOtherExpensesAmt
CY Other Expenses$27,478,663CYOtherExpensesAmt
PY Total Expenses$85,950,599PYTotalExpensesAmt
CY Total Expenses$73,540,766CYTotalExpensesAmt
PY Revenues Less Expenses$4,284,333PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$18,950,077CYRevenuesLessExpensesAmt
Total Assets BOY$215,924,093TotalAssetsBOYAmt
Total Assets EOY$222,361,897TotalAssetsEOYAmt
Total Liabilities BOY$47,369,940TotalLiabilitiesBOYAmt
Total Liabilities EOY$62,230,026TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$168,554,153NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$160,131,871NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O THE EDUCATIONAL COMMISSION FOR FOREIGN MEDICAL GRADUATES (ECFMG) PROMOTES QUALITY HEALTH CARE FOR THE PUBLIC BY CERTIFYING INTERNATIONAL MEDICAL GRADUATES FOR ENTRY INTO U.S. GRADUATE MEDICAL EDUCATION, AND BY PARTICIPATING IN THE EVALUATION AND CERTIFICATION OF OTHER PHYSICIANS AND HEALTH CARE PROFESSIONALS NATIONALLY AND INTERNATIONALLY. IN CONJUNCTION WITH ITS FOUNDATION FOR ADVANCEMENT OF INTERNATIONAL MEDICAL EDUCATION AND RESEARCH (FAIMER), AND OTHER PARTNERS, IT ACTIVELY SEEKS OPPORTUNITIES TO PROMOTE MEDICAL EDUCATION THROUGH PROGRAMMATIC AND RESEARCH ACTIVITIES.MissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$22,884,536ExpenseAmt
Grant$0GrantAmt
Revenue$33,019,630RevenueAmt
DescECFMG CERTIFICATION PROGRAM- ECFMG'S PROGRAM OF CERTIFICATION ASSESS WHETHER IMGS ARE READY TO ENTER U.S. GRADUATE MEDICAL EDUCATION PROGRAMS THAT ARE ACCREDITED BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION. EXAMINATIONS (USMLE STEP 1, STEP 2CK, AND STEP 2CS): ECFMG IS THE ORGANIZATION THE REGISTERS IMGS FOR THE USMLE EXAMINATIONS. INCLUDED ARE THE REVENUES AND EXPENSES RELATED TO THE COLLABORATION WITH THE NATIONAL BOARD OF MEDICAL EXAMINERS TO ADMINISTER THE USMLE STEP 2CS EXAM.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$9,229,420ExpenseAmt
Grant$0GrantAmt
Revenue$6,333,810RevenueAmt
DescELECTRONIC RESIDENCY APPLICATION SERVICE (ERAS)-PROVIDES A MECHANISM FOR INTERNATIONAL MEDICAL STUDENTS/GRADUATES TO ELECTRONICALLY APPLY FOR RESIDENCY POSITIONS IN ACCREDITED U.S. PROGRAMS OF GRADUATE MEDICAL EDUCATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$24,756,830ExpenseAmt
Grant$254,827GrantAmt
Revenue$10,185,859RevenueAmt
DescCERTIFICATION VERIFICATION SERVICES - CERTIFICATION VERIFICATION SERVICES: ECFMG PROVIDES PRIMARY SOURCE VERIFICATION OF THE ECFMG CERTIFICATION TO ENTITIES IN THE U.S. THAT RELY ON THE ECFMG CERTIFICATION TO EVALUATE THE QUALIFICATIONS OF INTERNATIONAL MEDICAL GRADUATES. INTERNATIONAL CREDENTIAL SERVICES: A SERVICE TO INTERNATIONAL ORGANIZATIONS AND AUTHORITIES INVOLVED IN MEDICAL REGISTRATION, LICENSING, AND ASSESSMENT BY OBTAINING PRIMARY SOURCE VERIFICATION OF CREDENTIALS OF PHYSICIANS WHO COMPLETED THEIR MEDICAL EDUCATION OUTSIDE THE AUTHORITIES JURISDICTION.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$6,397,775ExpenseAmt
Grant$0GrantAmt
Revenue$4,809,007RevenueAmt
DescEVSP - EXCHANGE VISITOR SPONSORSHIP PROGRAM -ECFMG IS AUTHORIZED BY THE U.S. DEPARTMENT OF STATE TO SPONSOR J-1 EXCHANGE VISITOR PHYSICIANS IN ACCREDITED PROGRAMS OF MEDICAL EDUCATION OR TRAINING OR ADVANCED RESEARCH PROGRAMS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,397,775TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$4,809,007TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$63,268,561TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related InvstYes (1)ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document64IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1015EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSHUA KISVERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2159663433PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13624 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19104ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
WILLIAM W PINSKY MD
BOARD CHAIR/ PRESIDENT/CEO40.005.00Yes (X)Yes (X)$1,057,736$0$79,305
LISA COVER
SENIOR VICE PRESIDENT40.000.00Yes (X)$460,023$0$50,472
FRANCINE KATZ
SENIOR VICE PRESIDENT40.000.00Yes (X)$415,979$0$70,391
STEVEN KIRKPATRICK
EXECUTIVE VICE PRESIDENT40.000.00Yes (X)$408,249$0$63,880
ROBERT BARTELT
SR. VICE PRESIDENT OF SHARED SER.40.000.00$407,353$0$51,353Yes (X)
JOSHUA M KISVER
VICE PRESIDENT OF FINANCE AND CFO40.000.00Yes (X)$307,226$0$71,511
KARA CORRADO
VICE PRESIDENT, OPERATIONS40.000.00$256,137$0$63,963Yes (X)
MONCRIEFF WATSON
AVP & CHIEF TECHNOLOGY OFFICER40.000.00$250,155$0$55,573Yes (X)
MICHAEL SCHULZ
DIRECTOR OF TECHNOLOGY SERVICES40.000.00$245,423$0$57,508Yes (X)
ATUL DESHMUKH
SOFTWARE DEVELOPMENT MANAGER40.000.00$229,326$0$61,804Yes (X)
DENNIS CLARK
DIRECTOR OF SOLUTION DELIVERY40.000.00$246,809$0$39,541Yes (X)
KATHLEEN WILLIAMSON
VICE PRESIDENT OF HR (BEG 1/6/20)40.000.00Yes (X)$269,834$0$6,615
BETTY T LEHEW
VICE PRESIDENT OF HR (THRU 10/2/19)0.000.00$260,417$0$1,084Yes (X)
MAUREEN SABO
ASSISTANT VICE PRESIDENT40.002.00Yes (X)$159,394$0$49,907
CHERYLL ALBOLD PHD MS ED
BOARD MEMBER2.002.00Yes (X)$0$0$0
BARBARA BARZANSKY PHD MHPE
BOARD MEMBER2.002.00Yes (X)$0$0$0
RONALD R BLANCK DO
BOARD MEMBER2.002.00Yes (X)$0$0$0
PAMELA BLIZZARD MBA
BOARD MEMBER2.002.00Yes (X)$0$0$0
DONALD CRAIG BRATER MD
BOARD MEMBER2.002.00Yes (X)$0$0$0
PETER F BUCKLEY MD
BOARD MEMBER2.002.00Yes (X)$0$0$0
FRANCIS L COUNSELMAN MD C
BOARD MEMBER2.002.00Yes (X)$0$0$0
STEVEN R CRAIG MD MACP
BOARD MEMBER2.002.00Yes (X)$0$0$0
ANDREW T FILAK JR MD
BOARD MEMBER2.002.00Yes (X)$0$0$0
ASQUAL GETANEH MD MPH
BOARD MEMBER2.002.00Yes (X)$0$0$0
MARYELLEN E GUSIC MD
BOARD MEMBER2.002.00Yes (X)$0$0$0
ANNE MARIE IRANI MD
BOARD MEMBER2.002.00Yes (X)$0$0$0
PRERNA MONA KHANNA MD
BOARD MEMBER2.002.00Yes (X)$0$0$0
WILLIAM H KURTZ BA
BOARD MEMBER2.002.00Yes (X)$0$0$0
THOMAS E NORRIS MD
BOARD MEMBER2.002.00Yes (X)$0$0$0
JOHN OGUNKEYE MS
BOARD MEMBER2.002.00Yes (X)$0$0$0
JAMES F PELEGANO MD MS
BOARD MEMBER2.002.00Yes (X)$0$0$0
JASON Z QU MD
BOARD MEMBER2.002.00Yes (X)$0$0$0
NYAPATI R RAO MD MS
BOARD MEMBER2.002.00Yes (X)$0$0$0
BEATRIZ WILLS MD
BOARD MEMBER2.002.00Yes (X)$0$0$0
JEANETTE MLADENOVIC MD MBA
BOARD MEMBER2.0040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,974,061TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$722,907TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K87IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MORGAN LEWIS & BOCKIUS LLP
1701 MARKET STREETPHILADELPHIAPA19103LEGAL SERVICES$1,170,610
ARA TEKIAN
1015 N OAK PARK AVEOAK PARKIL60302PROGRAM ADMINISTRATION$347,500
THE CAMPOMARZIO GROUP LLC
17 AMALFI COURTROBBINSVILLENJ08691CONSULTING SERVICES$336,843
ARCLIGHT CONSULTING LLC
15 WAYSIDE ROAD SUITE 1BURLINGTONMA01803CONSULTING SERVICES$148,669
GRANT THONTON LLP
33960 TREASURY CENTERCHICAGOIL60694CONSULTING SERVICES$133,840
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EXAMS/CERT SERVICES611710$33,019,630$33,019,630
CERT VERIFICATION SVCS611710$11,043,905$11,043,905
ELECTRONIC RES APPL SV611710$5,475,764$5,475,764
EXCH VISITOR SPNSR PRO900099$4,652,265$4,652,265
EPIC900099$156,742$156,742
FieldValueIRS element (for citing)
Total Program Service Revenue$54,348,306TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,567,475TotalRevenueColumnAmt
Unrelated Business Revenue$108,563UnrelatedBusinessRevenueAmt
Exclusion$2,458,912ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$26,708,429SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$23,261,481SecuritiesAmt
Other$5,772,040OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,446,948SecuritiesAmt
Other-$5,772,040OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,325,092TotalRevenueColumnAmt
Exclusion-$2,325,092ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,590,689TotalRevenueColumnAmt
Related Or Exempt Func Income$54,348,306RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$108,563UnrelatedBusinessRevenueAmt
Exclusion$133,820ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,500TotalAmt
Program Services$1,500ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$253,327TotalAmt
Program Services$253,327ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,929,228TotalAmt
Program Services$1,964,614ProgramServicesAmt
Management And General$1,964,614ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$29,556,179TotalAmt
Program Services$27,303,102ProgramServicesAmt
Management And General$2,253,077ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,212,947TotalAmt
Program Services$3,212,947ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,648,165TotalAmt
Program Services$6,504,365ProgramServicesAmt
Management And General$1,143,800ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,460,757TotalAmt
Program Services$1,214,942ProgramServicesAmt
Management And General$245,815ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$500,998TotalAmt
Program Services$500,998ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$107,953TotalAmt
Program Services$107,953ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$541,166TotalAmt
Management And General$541,166ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,831,563TotalAmt
Program Services$3,260,200ProgramServicesAmt
Management And General$571,363ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,907TotalAmt
Program Services$11,907ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,156,210TotalAmt
Program Services$768,779ProgramServicesAmt
Management And General$387,431ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,544,835TotalAmt
Program Services$6,514,307ProgramServicesAmt
Management And General$30,528ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,489,463TotalAmt
Program Services$4,634,201ProgramServicesAmt
Management And General$855,262ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$116,459TotalAmt
Program Services$42,822ProgramServicesAmt
Management And General$73,637ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$115,287TotalAmt
Program Services$10,414ProgramServicesAmt
Management And General$104,873ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$178,345TotalAmt
Program Services$136,319ProgramServicesAmt
Management And General$42,026ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,393,061TotalAmt
Program Services$1,868,505ProgramServicesAmt
Management And General$1,524,556ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$439,062TotalAmt
Program Services$92,250ProgramServicesAmt
Management And General$346,812ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
REGISTRATION REFUND$3,350,130$3,350,130
PAYMENT PROCESS FEES$1,320,007$1,294,207$25,800
RECRUITMENT & TRAINING$220,772$220,772
ALL OTHER INCOME$161,445$161,445

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$73,540,766TotalAmt
Program Services$63,268,561ProgramServicesAmt
Management And General$10,272,205ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,506,586BOYAmt
EOY$2,974,099EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,058,182BOYAmt
EOY$21,753,172EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,155,257BOYAmt
EOY$2,811,463EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$42,125,158LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$30,778,870LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,600,048BOYAmt
EOY$11,346,288EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$115,075,971BOYAmt
EOY$124,570,165EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$42,588,614BOYAmt
EOY$44,406,227EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$14,939,435BOYAmt
EOY$14,500,483EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$215,924,093BOYAmt
EOY$222,361,897EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,248,549BOYAmt
EOY$8,581,960EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$20,163,614BOYAmt
EOY$10,241,719EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,400,493BOYAmt
EOY$717,159EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,557,284BOYAmt
EOY$42,689,188EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$47,369,940BOYAmt
EOY$62,230,026EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$168,304,153BOYAmt
EOY$159,881,871EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$250,000BOYAmt
EOY$250,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$168,554,153BOYAmt
EOY$160,131,871EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$215,924,093BOYAmt
EOY$222,361,897EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$18,950,077ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,710,181NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,817,614OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,395,690CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72,820,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,533,730CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,551,985CurrentTaxYearMinus1YearAmt
Current Tax Year$54,348,306CurrentTaxYearAmt
Total$355,650,357TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,395,690CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72,820,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,533,730CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,551,985CurrentTaxYearMinus1YearAmt
Current Tax Year$54,348,306CurrentTaxYearAmt
Total$355,650,357TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$355,650,357PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,019,766CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,062,791CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,199,332CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,505,864CurrentTaxYearMinus1YearAmt
Current Tax Year$2,458,912CurrentTaxYearAmt
Total$11,246,665TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,019,766CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,062,791CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,199,332CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,505,864CurrentTaxYearMinus1YearAmt
Current Tax Year$2,458,912CurrentTaxYearAmt
Total$11,246,665TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$276,036CurrentTaxYearMinus1YearAmt
Current Tax Year$111,062CurrentTaxYearAmt
Total$387,098TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,415,456CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,883,437CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$78,733,062CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$83,333,885CurrentTaxYearMinus1YearAmt
Current Tax Year$56,918,280CurrentTaxYearAmt
Total$367,284,120TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96830PublicSupportCY509Pct
Public Support PY5090.97230PublicSupportPY509Pct
Investment Income CY0.03060InvestmentIncomeCYPct
Investment Income PY0.02700InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,200,334OtherCostOrOtherBasisAmt
Depreciation$3,076,233DepreciationAmt
Book Value$1,124,101BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,743,453OtherCostOrOtherBasisAmt
Depreciation$4,661,537DepreciationAmt
Book Value$3,081,916BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,196,320OtherCostOrOtherBasisAmt
Depreciation$2,850,434DepreciationAmt
Book Value$1,345,886BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,985,051OtherCostOrOtherBasisAmt
Depreciation$20,190,666DepreciationAmt
Book Value$5,794,385BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$11,346,288TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMASTER TRUSTDesc
Book Value$124,570,165BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$124,570,165TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescINT IN NET ASSETS OF FAIMERDesc
Book Value$44,406,227BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$44,406,227TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescCAPITAL LEASE ASSETSDesc
Book Value$14,500,483BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$14,500,483TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
LINE OF CREDIT$23,930,107
CAPITAL LEASE LIABILITY$16,473,768
DUE TO NBME$1,947,786
457 (B) PLAN OBLIGATIONS$337,527
FieldValueIRS element (for citing)
Total Liability$42,689,188TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ASC TOPIC 740 DEFINES THE CONFIDENCE LEVEL THAT A TAX POSITION MUST MEET BEFORE IT CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS, AND IT REQUIRES THE EFFECTS OF A POSITION BE RECOGNIZED ONLY IF IT IS MORE LIKELY THAN NOT TO BE SUSTAINED BASED SOLELY ON ITS TECHNICAL MERITS AS OF THE REPORTING DATE. THE MORE LIKELY THAN NOT THRESHOLD REPRESENTS A POSITIVE ASSERTION BY MANAGEMENT THAT THE ORGANIZATION IS ENTITLED TO THE ECONOMIC BENEFITS OF A TAX POSITION. IF A TAX POSITION IS NOT CONSIDERED MORE LIKELY THAN NOT TO BE SUSTAINED BASED SOLELY ON ITS TECHNICAL MERITS, NO BENEFITS OF THE POSITION ARE TO BE RECOGNIZED. MOREOVER, THE MORE LIKELY THAN NOT THRESHOLD MUST CONTINUE TO BE MET IN EACH REPORTING PERIOD TO SUPPORT CONTINUED RECOGNITION OF A BENEFIT. FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, THE ORGANIZATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN THAT WOULD REQUIRE ADJUSTMENT TO ITS CONSOLIDATED FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION BELIEVES IT HAS NOT ENGAGED IN ANY ACTIVITIES FOR WHICH ITS TAX-EXEMPT STATUS WOULD NOT BE SUSTAINED UNDER FEDERAL EXAMINATION. THE ORGANIZATION'S TAX RETURNS FOR THE YEARS 2015 FORWARD REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)GRANTMAKING$243,327
NORTH AMERICAGRANTMAKING$3,500
SOUTH ASIAGRANTMAKING$5,500
EAST ASIA AND THE PACIFICGRANTMAKING$1,000
SUB-SAHARAN AFRICAPROGRAM SERVICES$71,256
EAST ASIA AND THE PACIFICPROGRAM SERVICES$33,600
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$20,480,950
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$20,839,133SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$20,839,133TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEUROPE (INCLUDING ICELAND & GREENLAND)RegionTxt
Purpose Of GrantWFME PROGRAM ADMINISTRATIONPurposeOfGrantTxt
Cash Grant$243,327CashGrantAmt
Manner Of Cash DisbursementWIRE TRANSFERMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
GEMX LAPG GRANTNORTH AMERICA1$500WIRE TRANSFER
GEMX SAN GRANTSOUTH ASIA1$1,500WIRE TRANSFER
GEMX SEARMEEAST ASIA AND THE PACIFIC1$1,000WIRE TRANSFER
GEMX SEARMESOUTH ASIA$1,000WIRE TRANSFER
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:THE ORGANIZATION REGULARLY COMMUNICATES WITH GRANTEES AND RECEIVES WRITTEN REPORTS ONCE A YEAR.
PART III ACCOUNTING METHOD:
SCHEDULE F, PART I, LINE 3 COLUMN (E):TYPE OF SERVICE - FACILITATE INTERNATIONAL MEDICAL EDUCATION EXCHANGES.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WILLIAM W PINSKY MD
BOARD CHAIR/ PRESIDENT/CEO$824,495$0$112,978$0$120,263$0$46,250$0$33,055$0$1,137,041$0$0$0
LISA COVER
SENIOR VICE PRESIDENT$378,827$0$39,647$0$41,549$0$39,125$0$11,347$0$510,495$0$0$0
FRANCINE KATZ
SENIOR VICE PRESIDENT$339,738$0$35,212$0$41,029$0$32,063$0$38,328$0$486,370$0$0$0
STEVEN KIRKPATRICK
EXECUTIVE VICE PRESIDENT$403,118$0$5,000$0$131$0$39,125$0$24,755$0$472,129$0$0$0
ROBERT BARTELT
SR. VICE PRESIDENT OF SHARED SER.$350,545$0$30,909$0$25,899$0$39,692$0$11,661$0$458,706$0$0$0
JOSHUA M KISVER
VICE PRESIDENT OF FINANCE AND CFO$262,184$0$19,726$0$25,316$0$40,987$0$30,524$0$378,737$0$0$0
KARA CORRADO
VICE PRESIDENT, OPERATIONS$219,140$0$18,316$0$18,681$0$34,252$0$29,711$0$320,100$0$0$0
MONCRIEFF WATSON
AVP & CHIEF TECHNOLOGY OFFICER$247,024$0$3,000$0$131$0$37,208$0$18,365$0$305,728$0$0$0
MICHAEL SCHULZ
DIRECTOR OF TECHNOLOGY SERVICES$243,202$0$2,000$0$221$0$38,015$0$19,493$0$302,931$0$0$0
ATUL DESHMUKH
SOFTWARE DEVELOPMENT MANAGER$225,351$0$2,000$0$1,975$0$35,230$0$26,574$0$291,130$0$0$0
DENNIS CLARK
DIRECTOR OF SOLUTION DELIVERY$243,519$0$2,000$0$1,290$0$37,542$0$1,999$0$286,350$0$0$0
KATHLEEN WILLIAMSON
VICE PRESIDENT OF HR (BEG 1/6/20)$250,096$0$5,000$0$14,738$0$0$0$6,615$0$276,449$0$0$0
BETTY T LEHEW
VICE PRESIDENT OF HR (THRU 10/2/19)$200,417$0$0$0$60,000$0$0$0$1,084$0$261,501$0$0$0
MAUREEN SABO
ASSISTANT VICE PRESIDENT$154,394$0$5,000$0$0$0$23,546$0$26,361$0$209,301$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATRAVEL REIMBURSEMENT AND TAXABILITY FOR TRUSTEES - REIMBURSEMENT FOR AIR TRAVEL IS BASED ON FIRST CLASS ACCOMMODATIONS FOR FLIGHTS GREATER THAN 1,000 MILES IN DISTANCE. TRUSTEES HAVE THE OPTION TO APPLY THE COST OF A FIRST CLASS TICKET TOWARD TWO COACH FARE TICKETS TO COVER TRAVEL FOR SPOUSES WHEN ATTENDING MEETINGS OF THE ECFMG BOARD AND COMMITTEES OR CARRYING OUT OTHER OFFICIAL ECFMG DUTIES. HOWEVER, ONLY THE AMOUNT APPLICABLE TO TRAVEL FOR THE ECFMG BOARD MEMBER MAY BE CONSIDERED A BONA FIDE EXPENSE. TRAVEL EXPENSES FOR THE SPOUSE OF AN ECFMG BOARD MEMBER ARE REPORTED ON A SEPARATE TRAVEL AND EXPENSE REPORT AND REPORTED ON FORM 1099, ASSUMING THE AMOUNT IS GREATER THAN $600 DURING THE COURSE OF THE CALENDAR YEAR. FOR EMPLOYEES - REIMBURSEMENT OF BUSINESS CLASS (FIRST CLASS TRAVEL WHEN BUSINESS CLASS IS NOT AVAILABLE) FOR TRIPS WITHIN THE UNITED STATES ARE PAID WHEN COACH CLASS FLIGHTS WOULD RESULT IN A FLIGHT OF FIVE (5) HOURS OR MORE IN DURATION. DUE TO THE LENGTH OF INTERNATIONAL FLIGHTS, EMPLOYEES MAY TRAVEL ECONOMY PLUS (BUSINESS CLASS WHEN ECONOMY PLUS IS NOT AVAILABLE) ON FLIGHTS OF FIVE (5) HOURS OR GREATER IN DURATION.
PART I, LINE 4AECFMG MADE A SEVERANCE PAYMENT OF $50,104 TO BETTY LEHEW, FORMER VP OF HUMAN RESOURCE
PART I, LINE 7ECFMG OFFERS AND EXECUTIVE INCENTIVE PLAN TO REWARD PARTICIPANTS FOR ACHIEVING DEFINED OBJECTIVES WHICH INCLUDE FINANCIAL PERFORMANCE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PHILA AUTHORITY FOR INDUSTRIAL DEVELOPMENT
A2322372877178184N52009-12-29$1,300,000CURRENT REFUNDING OF ECFMG SERIES000
CURRENT REFUNDING OF ECFMG SERIES
B2322372877178184Q82009-12-29$1,414,000CURRENT REFUNDING OF ECFMG SERIES000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$1,300,000$1,276,122$23,878Yes (1)0Yes (1)Yes (1)
B$1,414,000$1,384,101$25,899Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0000000
B0000000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)0000000
B0Yes (1)0000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
A0
B0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 2PATHWAY PROGRAM, A NEW VERIFICATION SERVICE AS A MEANS FOR INTERNATIONAL MEDICAL GRADUATES ("IMGS") TO CONTINUE TO RECEIVE THE ECFMG CERTIFICATE AND APPLY FOR RESIDENCY POSITIONS IN 2021.
FORM 990, PART III, LINE 3ON MARCH 13, 2020, ALL STEP 2CS TEST CENTER WAS CLOSED. USMLE ANNOUNCED THE SUSPENSION OF THE STEP 2 CS EXAM FOR 12-18 MONTH REVITALIZATION. ON JANUARY 26, USMLE ANNOUNCED DISCONTINUATION OF THE EFFORT TOWARD THE STEP 2CS MODIFIED EXAM.
FORM 990, PART VI, SECTION B, LINE 11BTHE COMPLIANCE, AUDIT, AND QUALITY ASSURANCE COMMITTEE OF THE BOARD HAS BEEN CHARGED BY THE BOARD TO REVIEW THE FORM 990 AS COMPLETED BY THE OUTSIDE AUDITOR, GRANT THORNTON, LLP PRIOR TO IT BEING FILED WITH THE INTERNAL REVENUE SERVICE. ALL MEMBERS OF THE COMPLIANCE, AUDIT, AND QUALITY ASSURANCE COMMITTEE WILL RECEIVE FINAL DRAFT COPIES OF THE FORM 990 AND ARE THEN GIVEN THE OPPORTUNITY TO MAKE INQUIRIES ABOUT ANY INFORMATION CONTAINED THEREIN. DRAFTS ARE THEN PROVIDED TO THE FULL BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CIT SHALL BE THE RESPONSIBILITY OF ALL TRUSTEES AND KEY EMPLOYEES TO IDENTIFY PROMPTLY TO THE CHAIR OF THE BOARD OF ECFMG OR FAIMER, AS APPROPRIATE, ALL "POSSIBLE CONFLICTS OF INTEREST" WHENEVER THEY ARISE; TO DECLARE THEIR LACK OF INDEPENDENCE; AND TO REFRAIN FROM ANY DISCUSSIONS OR DELIBERATIONS REGARDING THE IDENTIFIED "POSSIBLE CONFLICTS OF INTEREST OR VOTING ON OR TAKING ANY OTHER ACTION WITH RESPECT TO SUCH MATTER. FAILURE TO PROPERLY DISCLOSE A "CONFLICT OF INTEREST" MAY SUBJECT THE BOARD MEMBER OR KEY EMPLOYEE TO DISCIPLINARY ACTION UP TO AND INCLUDING DISMISSAL FROM THE BOARD OR TERMINATION OF EMPLOYMENT. ANNUAL CONFLICTS OF INTEREST DISCLOSURE FORMS FOR BOARD AND KEY EMPLOYEES: A CONFLICTS OF INTEREST DISCLOSURE FORM SHALL BE CIRCULATED ANNUALLY TO ALL CURRENT TRUSTEES AND KEY EMPLOYEES. THE EXECUTIVE VICE PRESIDENT OF ECFMG SHALL MAKE A DETERMINATION ANNUALLY AS TO WHICH CURRENT EMPLOYEES OF ECFMG AND FAIMER MEET THE DEFINITION OF KEY EMPLOYEE FOR THE PURPOSE OF THE QUESTIONAIRE. THE CONFLICTS OF INTEREST DISCLOSURE FORM SHALL BE DISTRIBUTED IN DECEMBER OF EACH YEAR COVERING THE CURRENT CALENDAR YEAR. COMPLETED FORMS SHALL BE RETURNED TO THE SECRETARY OF THE BOARD FOR ECFMG. THE BOARD SECRETARY SHALL HAVE THE RESPONSIBILITY TO MONITOR THE COMPLETION OF REQUESTED FORMS AND FOR MAKING APPROPRIATE FOLLOW-UP INQUIRIES TO NON-RESPONDERS. NON-RESPONDERS TO THE SECRETARY'S REQUESTS SHALL BE REPORTED TO THE CHAIR OF THE BOARDS OF ECFMG AND FAIMER AS APPROPRIATE. COMPLETED CONFLICTS DISCLOSURE FORMS SHALL BE REVIEWED BY THE EXECUTIVE VICE PRESIDENT, OR IN THE CASE OF THE DISCLOSURE FORM OF THE EXECUTIVE VICE PRESIDENT, BY THE PRESIDENT, AND A REPORT MADE ANNUALLY OF ALL INDENTIFIED "POSSIBLE CONFLICTS OF INTEREST". LEGAL COUNSEL SHALL RENDER AN OPINION DIRECTLY TO THE CHAIR AND PRESIDENT OF THE RESPECTIVE ORGANIZATION REGARDING SUCH MATTERS.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD HAS THE RESPONSIBILITY FOR REVIEWING EXECUTIVE COMPENSATION OF HIGHLY COMPENSATED EMPLOYEES WHICH INCLUDES THE CEO, SENIOR VICE PRESIDENT FOR BUSINESS DEVELOPMENT AND OPERATIONS, EXECUTIVE VICE PRESIDENT FOR ADMINISTRATION AND EXECUTIVE DIRECTOR FOR CLINICAL SKILLS EXAMINATIONS (THE SENIOR STAFF). ANNUALLY THIS COMMITTEE COMMISSIONS AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A COMPARATIVE SURVEY OF COMPENSATION AND BENEFITS OF COMPARABLE KEY POSITIONS FROM SIMILAR ORGANIZATIONS TO ECFMG'S SENIOR STAFF. ALSO, INCLUDED IN THE REVIEW IS THE VICE PRESIDENT OF HUMAN RESOURCES, THE VICE PRESIDENT OF INFORMATION TECHNOLOGY AND THE VICE PRESIDENT OF FINANCE. THE COMMITTEE COMPARES THE RESULTS OF THE COMPENSATION SURVEY TO THE COMPENSATION PAID TO EXECUTIVES OF ECFMG AND MAKES ADJUSTMENTS, IF APPROPRIATE. ANNUALLY, THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS THE PERFORMANCE OF THE CEO AND RECOMMENDS A SALARY INCREASE PERCENTAGE AS APPROPRIATE GIVEN THE PERFORMANCE OF THE CEO AND THE FINANCIAL RESULTS OF ECFMG FOR THAT YEAR. THE COMMITTEE ALSO REVIEWS AND APPROVES SALARY INCREASE RECOMMENDATIONS MADE BY THE CEO, FOR THE SENIOR STAFF. CONTEMPORANEOUS MINUTES OF ALL EXECUTIVE COMPENSATION COMMITTEE MEETINGS ARE MADE REFLECTING THE ACTIONS TAKEN WITH RESPECT TO SENIOR STAFF COMPENSATION. THE RESULT OF THE COMMITTEE'S ACTIONS ARE SUMMARIZED AND REPORTED TO THE BOARD. SENIOR STAFF COMPENSATION REVIEWS COMMENCED IN 2001.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN BENEFICIAL INTEREST OF FAIMER 1,817,614.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FOUND FOR ADV OF INTL MED EDU & RESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13624 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19104ZIPCd
FieldValueIRS element (for citing)
EIN233057423EIN
Primary ActivitiesPROMOTE INTERNATIONAL MEDICAL EDUCATIONPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ECFMGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd