INTELEOS INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- INTELEOS INC (EIN 51-0184277)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201843129349301144
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-08T10:11:42-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371611326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARONSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 KING FARM BLVD 3RD FLOOR | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510184277 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTELEOS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 8007361109 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 ROCKVILLE PIKE NO 600 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE CYR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8007361109 | PhoneNum |
| Signature | 2018-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY M PLOTTS CPA | PreparerPersonNm |
| PTIN | P01255941 | PTIN |
| Phone | 3012316200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.242.31.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-08 | IPDt |
| IP Tm | 10:10:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 10D40757338076D52CC4237D125AC571E9019363 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F99A6E54D6A5A384C206DF755B55316AA09446D0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DALE CYR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 ROCKVILLE PIKE NO 600 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,570,572 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.INTELEOS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | INTELEOS IS A NONPROFIT CERTIFICATION ORGANIZATION THAT DELIVERS RIGOROUS ASSESSMENTS AND CULTIVATES A GLOBAL COMMUNITY OF PROFESSIONALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 89 | TotalEmployeeCnt |
| Total Volunteers | 576 | TotalVolunteersCnt |
| Total Gross UBI | $224,007 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,345,086 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,472,258 | CYProgramServiceRevenueAmt |
| PY Investment Income | $471,549 | PYInvestmentIncomeAmt |
| CY Investment Income | $629,871 | CYInvestmentIncomeAmt |
| PY Other Revenue | $323,706 | PYOtherRevenueAmt |
| CY Other Revenue | $355,874 | CYOtherRevenueAmt |
| PY Total Revenue | $17,140,341 | PYTotalRevenueAmt |
| CY Total Revenue | $17,458,003 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,845,711 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,836,669 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,624,290 | PYOtherExpensesAmt |
| CY Other Expenses | $9,197,762 | CYOtherExpensesAmt |
| PY Total Expenses | $19,470,001 | PYTotalExpensesAmt |
| CY Total Expenses | $18,034,431 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,329,660 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$576,428 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,795,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,032,020 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,202,476 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,869,095 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,593,098 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,162,925 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INTELEOS IS A NON-PROFIT CERTIFICATION ORGANIZATION THAT DELIVERS RIGOROUS ASSESSMENTS AND CULTIVATES A GLOBAL COMMUNITY OF PROFESSIONALS DEDICTAED TO THE HIGHEST STANDARDS IN HEALTHCARE AND PATIENT SAFETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | INTELEOS AWARDS CERTIFICATIONS IN MEDICAL IMAGING TO HEALTHCARE PROFESSIONALS WORLDWIDE. INTELEOS, THROUGH ITS COUNCILS THE AMERICAN REGISTRY FOR DIAGNOSTIC MEDICAL SONOGRAPHY (ARDMS) AND THE ALLIANCE FOR PHYSICIAN CERTIFICATION AND ADVANCEMENT (APCA), AWARDS CERTIFICATIONS IN DIAGNOSTIC MEDICAL SONOGRAPHY (RDMS), CARDIAC SONOGRAPHY (RDCS), VASCULAR TECHNOLOGY (RVT), MUSCULOSKELETAL SONOGRAPHY (RMSKS AND RMSK), PHYSICIANS' VASCULAR INTERPRETATION (RPVI AND RPVI-CHINA), CARDIOVASCULAR COMPUTED TOMOGRAPHY (CBCCT), NUCLEAR CARDIOLOGY (CBNC), AND THE EMERGENCY MEDICINE POINT-OF-CARE ULTRASOUND CERTIFICATION. INTELEOS ALSO AWARDS THE MIDWIFE SONOGRAPHY CERTIFICATE AND THE LATIN AMERICAN ULTRASOUND CERTIFICATES.CREDENTIALS AWARDED BY INTELEOS ARE WIDELY ACCEPTED IN THE MEDICAL COMMUNITY BY ULTRASOUND AND VASCULAR PROFESSIONAL ORGANIZATIONS, INCLUDING THE AMERICAN COLLEGE OF RADIOLOGY, THE AMERICAN INSTITUE OF ULTRASOUND IN MEDICINE, THE AMERICAN SOCIETY OF ECHOCARDIOGRAPHY, THE CANADIAN SOCIETY OF DIAGNOSTIC MEDICAL SONOGRAPHERS, THE INTERNATIONAL SOCIETY FOR CARDIOVASCULAR SURGERY, THE JOINT COMMISSION ON ALLIED HEALTH PERSONNEL IN OPHTHALMOLOGY, THE SOCIETY FOR VASCULAR SURGERY, THE SOCIETY OF DIAGNOSTIC MEDICAL SONOGRAPHERS, AND THE SOCIETY OF VASCULAR TECHNOLOGY.THE EXAMINATIONS ARE DEVELOPED BY EXAM DEVELOPMENT TASK FORCES MADE UP OF VOLUNTEER SUBJECT MATTER EXPERTS. THE TASK FORCES SURVEY JOB FUNCTIONS AND PRACTICES IN VARIOUS SPECIALTIES AND DEVELOP TEST QUESTIONS BASED UPON A BLUEPRINT OF JOB TASKS IN ULTRASOUND.TASK FORCES CONSIST OF SONOGRAPHERS, VASCULAR TECHNOLOGISTS, PHYSICIANS, AND SCIENTISTS. THE MEMBERS OF EACH TASK FORCE ARE KNOWLEDGEABLE IN THE SUBJECT AREA OF THE PARTICULAR EXAMINATION. THE ONLY MEANS OF OBTAINING AN INTELEOS CREDENTIAL IS BY EXAMINATION. REQUIRED EXAMINATION PREREQUISITES MUST BE MET BEFORE AN APPLICANT CAN TAKE AN INTELEOS EXAMINATION. AN APPLICANT MAY NOT USE A CREDENTIAL OFFERED BY INTELEOS UNTIL THE CREDENTIAL HAS BEEN EARNED AND THE APPLICANT HAS RECEIVED OFFICIAL NOTIFICATION BY INTELEOS.ADDITIONAL CREDENTIALS MAY BE EARNED BY SUCCESSFULLY COMPLETING THE SPECIALTY EXAMS. REGISTRANT RENEWALS: YEARLY RENEWAL FEE TO MAINTAIN ACTIVE STATUS. BROCHURE/PINS/PATCHES: MISCELLANEOUS SALES. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 74 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 89 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8007361109 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 ROCKVILLE PIKE SUITE 600 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THOMAS SHIPP MD RDMS | ||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID STOLTE RDCS RDMS | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HEATHER RICHOUX RDCS RDMS | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL LILLY MD RVT RPVI | ||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALLEN TAYLOR MD FACC | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| J OSCAR BARAHONA BS RDMS | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP CARLOCK MS BS | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT ZIERLER MD RPVI | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| TERESA BIEKER RDCS RDMS RVT | ||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DALE CYR | ||||||||
| EX-OFFICIO | 37.50 | Yes (X) | $365,936 | $0 | $29,282 | |||
| JAMIE BLIETZ | ||||||||
| CHIEF OPERATIONS OFFICER | 37.50 | Yes (X) | $246,533 | $0 | $32,730 | |||
| KIM TRAN | ||||||||
| CHIEF FINANCIAL OFFICER | 37.50 | Yes (X) | $193,758 | $0 | $29,373 | |||
| WILLIAM SEIFARTH | ||||||||
| CHIEF ASSESSMENT OFFICER | 37.50 | $163,480 | $0 | $20,394 | Yes (X) | |||
| JESSICA MCLANE GANN | ||||||||
| CHIEF MARKETING&COMMUNICATIONS | 37.50 | $168,155 | $0 | $21,533 | Yes (X) | |||
| KAREN CARUTH | ||||||||
| CHIEF BUSINESS DEVELOPMENT OFFICER | 37.50 | $158,559 | $0 | $27,957 | Yes (X) | |||
| SCOTT CARLSON | ||||||||
| MANAGER OF IT | 37.50 | $156,151 | $0 | $27,741 | Yes (X) | |||
| ELLEN JULIAN | ||||||||
| SENIOR DIRECTOR OF TESTING & RESEARCH | 37.50 | $257,742 | $0 | $19,863 | Yes (X) | |||
| DIANE WHEATLEY KUNK | ||||||||
| DIRECTOR OF RISK MANAGEMENT | 37.50 | $202,786 | $0 | $16,762 | Yes (X) | |||
| DAVE PAULSON | ||||||||
| SENIOR MANAGER PSYCHOMETRIC SERVICES | 37.50 | $163,356 | $0 | $27,955 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,076,456 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $253,590 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NCS PEARSON | |||||
| 13036 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | PROFESSIONAL SERVICES (TESTING) | $2,344,045 |
| STRASZ | |||||
| 4390 US HIGHWAY 1 | PRINCETON | NJ | 08540 | PROFESSIONAL SERVICES (TESTING) | $334,451 |
| PROMETRIC | |||||
| 1501 SOUTH CLINTON ST | BALTIMORE | MD | 21224 | EXAM DELIVERY | $168,976 |
| CLARKS LITHO | |||||
| 14101 SULLYFIELD CIRCLE | CHANTILLY | VA | 20151 | PRINTING & MAILING | $167,660 |
| CONSISTENT COMPUTER BARGAINS | |||||
| 2823 CARLISLE AVE | RACINE | WI | 53404 | COMP EQUIP & SUPPLIES | $159,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| APPLICATION/EXAM FEES | 900099 | $9,020,491 | $9,020,491 |
| REGISTRANT RENEWALS | 900099 | $7,434,555 | $7,434,555 |
| INNOVATION | 900099 | $11,476 | $11,476 |
| PRODUCT SALES | 900099 | $5,736 | $5,736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,472,258 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $558,371 | TotalRevenueColumnAmt |
| Exclusion | $558,371 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,184,069 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,112,569 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,500 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,500 | TotalRevenueColumnAmt |
| Exclusion | $71,500 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|---|
| MANAGEMENT FEE INCOME | 541610 | $220,632 | $220,632 | ||
| MAIL LIST RENTAL | 900099 | $118,202 | $118,202 | ||
| MISCELLANEOUS | 900099 | $13,665 | $13,665 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,375 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,375 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $355,874 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,458,003 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,485,923 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $224,007 | UnrelatedBusinessRevenueAmt |
| Exclusion | $748,073 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,271,174 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,166,106 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,795 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,424 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,170 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,013 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,473 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,143 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,679 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,957 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,166 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,065 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,273 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,539 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,698 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $961,738 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,458 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CONTRACTED SERVICES | $3,551,153 |
| MISCELLANEOUS | $514,613 |
| CLERICAL TEMPORARIES | $273,283 |
| STAFF DEVELOPMENT | $253,242 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,269 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,034,431 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,346,632 | BOYAmt |
| EOY | $1,361,178 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,250 | BOYAmt |
| EOY | $778,162 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $153,415 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,047 | BOYAmt |
| EOY | $329,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,259,512 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,148,477 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,008,063 | BOYAmt |
| EOY | $3,111,035 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,596,910 | BOYAmt |
| EOY | $11,214,092 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,446,695 | BOYAmt |
| EOY | $12,709,886 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,032,977 | BOYAmt |
| EOY | $375,131 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,795,574 | BOYAmt |
| EOY | $30,032,020 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,059,264 | BOYAmt |
| EOY | $3,984,436 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,091,965 | BOYAmt |
| EOY | $7,376,012 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $449,948 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,247 | BOYAmt |
| EOY | $58,699 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,202,476 | BOYAmt |
| EOY | $11,869,095 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,593,098 | BOYAmt |
| EOY | $18,162,925 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,593,098 | BOYAmt |
| EOY | $18,162,925 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,795,574 | BOYAmt |
| EOY | $30,032,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$576,428 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,032,100 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$885,845 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $9,000,000 | ContributionsAmt |
| End Year Balance | $9,000,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,362,064 | OtherCostOrOtherBasisAmt |
| Depreciation | $703,880 | DepreciationAmt |
| Book Value | $1,658,184 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,897,448 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,444,597 | DepreciationAmt |
| Book Value | $1,452,851 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,111,035 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATES OF DEPOSIT | $8,319,906 | F |
| CORPORATE BONDS | $2,355,580 | F |
| U.S GOVERNMENT OBLIGATIONS | $2,034,400 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,709,886 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $58,699 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $58,699 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,949,650 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,032,100 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $428,535 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$885,845 | OtherRevenueAmt |
| Revenue Not Reported | $574,790 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,374,860 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $83,143 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $83,143 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,458,003 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,379,823 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $428,535 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $428,535 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,951,288 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $83,143 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $83,143 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,034,431 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | FINANCIAL FOOTNOTE REGARDING FIN 48(ASC 740) INTELEOS EVALUATES UNCERTAINTY IN INCOME TAX POSITIONS BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AS OF DECEMBER 31, 2017 AND 2016, THERE ARE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS. IF APPLICABLE, INTELEOS RECORDS INTEREST AND PENALTIES AS A COMPONENT OF INCOME TAX EXPENSE. TAX YEARS FROM 2014 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EQUITY IN EARNINGS OF SUBSIDIARIES -885,845. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | BUSINESS DEVELOPMENT ACTIVITIES | $22,663 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | TESTING | $1,756 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | BUSINESS DEVELOPMENT ACTIVITIES | $47,828 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | BUSINESS DEVELOPMENT ACTIVITIES | $33,268 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | TESTING | $24,790 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | TESTING | $8,668 |
| MIDDLE EAST & NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | TESTING | $1,845 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | TESTING | $10,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $151,634 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $151,634 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DALE CYR | ||||||||||||||
| EX-OFFICIO | $330,686 | $0 | $34,476 | $0 | $774 | $0 | $16,781 | $0 | $12,501 | $0 | $395,218 | $0 | $0 | $0 |
| JAMIE BLIETZ | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $238,745 | $0 | $7,380 | $0 | $408 | $0 | $12,154 | $0 | $20,576 | $0 | $279,263 | $0 | $0 | $0 |
| KIM TRAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $187,290 | $0 | $5,345 | $0 | $1,123 | $0 | $9,569 | $0 | $19,804 | $0 | $223,131 | $0 | $0 | $0 |
| WILLIAM SEIFARTH | ||||||||||||||
| CHIEF ASSESSMENT OFFICER | $158,430 | $0 | $4,916 | $0 | $134 | $0 | $8,050 | $0 | $12,344 | $0 | $183,874 | $0 | $0 | $0 |
| JESSICA MCLANE GANN | ||||||||||||||
| CHIEF MARKETING&COMMUNICATIONS | $162,879 | $0 | $5,066 | $0 | $210 | $0 | $8,301 | $0 | $13,232 | $0 | $189,688 | $0 | $0 | $0 |
| KAREN CARUTH | ||||||||||||||
| CHIEF BUSINESS DEVELOPMENT OFFICER | $153,453 | $0 | $4,983 | $0 | $123 | $0 | $8,163 | $0 | $19,794 | $0 | $186,516 | $0 | $0 | $0 |
| SCOTT CARLSON | ||||||||||||||
| MANAGER OF IT | $151,177 | $0 | $4,843 | $0 | $131 | $0 | $7,937 | $0 | $19,804 | $0 | $183,892 | $0 | $0 | $0 |
| ELLEN JULIAN | ||||||||||||||
| SENIOR DIRECTOR OF TESTING & RESEARC | $256,890 | $0 | $0 | $0 | $852 | $0 | $0 | $0 | $19,863 | $0 | $277,605 | $0 | $0 | $0 |
| DIANE WHEATLEY KUNK | ||||||||||||||
| DIRECTOR OF RISK MANAGEMENT | $195,830 | $0 | $5,831 | $0 | $1,125 | $0 | $9,586 | $0 | $7,176 | $0 | $219,548 | $0 | $0 | $0 |
| DAVE PAULSON | ||||||||||||||
| SENIOR MANAGER PSYCHOMETRIC SERVICES | $157,972 | $0 | $4,533 | $0 | $851 | $0 | $8,092 | $0 | $19,863 | $0 | $191,311 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND PROVIDED TO THE BOARD AND FINANCE DEPARTMENT FOR REVIEW BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY ALL BOARD MEMBERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY WHEN THEY COME ONTO THE BOARD. COMPANY EXECUTIVES AND VOLUNTEERS ARE REQUIRED TO STATE ANY CONFLICTS OF INTEREST. IF A CONFLICT WERE TO BE MENTIONED, THE ORGANIZATION WOULD INVESTIGATE TO DETERMINE THE NATURE OF THE REPORTED CONFLICT AND TAKE APPROPRIATE ACTION. AT THE BEGINNING OF EACH YEAR BOTH OFFICERS AND STAFF ARE REQUIRED TO REAFFIRM THIS POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | PROCESS OF DETERMINING OFFICER'S COMPENSATION THE BOARD REVIEWS AND APPROVES THE CEO COMPENSATION ANNUALLY. THE PROCESS INCLUDES THE REVIEW OF THE COMPARABILITY DATA FROM SIMILAR ORGANIZATIONS. THE CEO AND EXECUTIVE DIRECTOR'S COMPENSATION REVIEW TAKES PLACE DURING THE LAST QUARTER OF THE YEAR. IN 2010 THE ORGANIZATION FORMED A COMPENSATION COMMITTEE. ALL EMPLOYEES' SALARIES ARE REVIEWED EVERY 2 YEARS DURING OUR BI-ANNUAL SALARY SURVEY BY A THIRD-PARTY COMPENSATION REVIEW COMPANY. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF GOVERNING DOCUMENTS IRS RULES AND REGULATIONS DO NOT REQUIRE THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS TO BE AVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART XI, LINE 9: | EQUITY IN EARNINGS OF SUBSIDIARIES -885,845. |
| FORM 990 PART XII LINE 2C | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREAST CANCER AND WOMEN'S HEALTH ULTRASOUND FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 ROCKVILLE PIKE STE 600 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223749930 | EIN |
| Primary Activities | INCREASE AWARENESS OF THE ROLE OF ULTRASOUND IN DETECTING BREAST CANCER. | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509 (A)(3) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTELEOS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MONROE COMPANIES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 ROCKVILLE PIKE SUITE 600 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272189088 | EIN |
| Primary Activities | EMPLOYMENT POSTING WEBSITE & ONLINE EDUCATION MATERIALS | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTELEOS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MONROE COMPANIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: | FormAndLineReferenceDesc |
| Explanation | NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION: BREAST CANCER AND WOMEN'S HEALTH ULTRASOUND FOUNDATION, INC. EIN: 22-3749930 1401 ROCKVILLE PIKE, SUITE 600 ROCKVILLE, MD 20852 DIRECT CONTROLLING ENTITY: INTELEOS | ExplanationTxt |