2018-11-08T10:11:42-06:00 2017-12-31 371611326 ARONSON LLC 805 KING FARM BLVD 3RD FLOOR ROCKVILLE MD 20850 990 2017-01-01 510184277 INTELEOS INTE 8007361109 1401 ROCKVILLE PIKE NO 600 ROCKVILLE MD 20852 DALE CYR EXECUTIVE DIRECTOR 8007361109 2018-11-08 1 GREGORY M PLOTTS CPA P01255941 3012316200 65.242.31.146 2018-11-08 10:10:43 ES P 10D40757338076D52CC4237D125AC571E9019363 F99A6E54D6A5A384C206DF755B55316AA09446D0 2017 2019-02-21 02:37:17Z DALE CYR 1401 ROCKVILLE PIKE NO 600 ROCKVILLE MD 20852 18570572 0 X WWW.INTELEOS.ORG X 1975 MD INTELEOS IS A NONPROFIT CERTIFICATION ORGANIZATION THAT DELIVERS RIGOROUS ASSESSMENTS AND CULTIVATES A GLOBAL COMMUNITY OF PROFESSIONALS. 9 9 89 576 224007 0 0 0 16345086 16472258 471549 629871 323706 355874 17140341 17458003 0 0 0 0 8845711 8836669 0 0 0 10624290 9197762 19470001 18034431 -2329660 -576428 29795574 30032020 11202476 11869095 18593098 18162925 X 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. 0 0 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. 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 74 0 1 89 1 1 1 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 8007361109 1401 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20852 THOMAS SHIPP MD RDMS CHAIR 5.00 X X 0 0 0 DAVID STOLTE RDCS RDMS VICE CHAIR 3.00 X X 0 0 0 HEATHER RICHOUX RDCS RDMS SECRETARY 3.00 X X 0 0 0 MICHAEL LILLY MD RVT RPVI TREASURER 3.00 X X 0 0 0 ALLEN TAYLOR MD FACC BOARD MEMBER 3.00 X 0 0 0 J OSCAR BARAHONA BS RDMS BOARD MEMBER 3.00 X 0 0 0 PHILIP CARLOCK MS BS BOARD MEMBER 3.00 X 0 0 0 ROBERT ZIERLER MD RPVI BOARD MEMBER 3.00 X 0 0 0 TERESA BIEKER RDCS RDMS RVT BOARD MEMBER 3.00 X 0 0 0 DALE CYR EX-OFFICIO 37.50 X 365936 0 29282 JAMIE BLIETZ CHIEF OPERATIONS OFFICER 37.50 X 246533 0 32730 KIM TRAN CHIEF FINANCIAL OFFICER 37.50 X 193758 0 29373 WILLIAM SEIFARTH CHIEF ASSESSMENT OFFICER 37.50 X 163480 0 20394 JESSICA MCLANE GANN CHIEF MARKETING&COMMUNICATIONS 37.50 X 168155 0 21533 KAREN CARUTH CHIEF BUSINESS DEVELOPMENT OFFICER 37.50 X 158559 0 27957 SCOTT CARLSON MANAGER OF IT 37.50 X 156151 0 27741 ELLEN JULIAN SENIOR DIRECTOR OF TESTING & RESEARCH 37.50 X 257742 0 19863 DIANE WHEATLEY KUNK DIRECTOR OF RISK MANAGEMENT 37.50 X 202786 0 16762 DAVE PAULSON SENIOR MANAGER PSYCHOMETRIC SERVICES 37.50 X 163356 0 27955 2076456 0 253590 22 0 1 0 NCS PEARSON 13036 COLLECTION CENTER DRIVE CHICAGO IL 60693 PROFESSIONAL SERVICES (TESTING) 2344045 STRASZ 4390 US HIGHWAY 1 PRINCETON NJ 08540 PROFESSIONAL SERVICES (TESTING) 334451 PROMETRIC 1501 SOUTH CLINTON ST BALTIMORE MD 21224 EXAM DELIVERY 168976 CLARKS LITHO 14101 SULLYFIELD CIRCLE CHANTILLY VA 20151 PRINTING & MAILING 167660 CONSISTENT COMPUTER BARGAINS 2823 CARLISLE AVE RACINE WI 53404 COMP EQUIP & SUPPLIES 159509 9 APPLICATION/EXAM FEES 900099 9020491 9020491 REGISTRANT RENEWALS 900099 7434555 7434555 INNOVATION 900099 11476 11476 PRODUCT SALES 900099 5736 5736 16472258 558371 558371 1184069 1112569 71500 71500 71500 MANAGEMENT FEE INCOME 541610 220632 220632 MAIL LIST RENTAL 900099 118202 118202 MISCELLANEOUS 900099 13665 13665 3375 3375 355874 17458003 16485923 224007 748073 1271174 6166106 223795 675424 500170 112013 43473 83143 150679 690957 435166 990065 903273 39539 60698 961738 99458 CONTRACTED SERVICES 3551153 MISCELLANEOUS 514613 CLERICAL TEMPORARIES 273283 STAFF DEVELOPMENT 253242 35269 18034431 2346632 1361178 28250 778162 0 153415 336047 329121 7259512 4148477 4008063 3111035 11596910 11214092 10446695 12709886 1032977 375131 29795574 30032020 4059264 3984436 7091965 7376012 0 449948 51247 58699 11202476 11869095 X 18593098 18162925 18593098 18162925 29795574 30032020 X -576428 1032100 -885845 X X 0 1 X 1 0 0 9000000 9000000 1.00000 0 0 2362064 703880 1658184 4897448 3444597 1452851 3111035 CERTIFICATES OF DEPOSIT 8319906 F CORPORATE BONDS 2355580 F U.S GOVERNMENT OBLIGATIONS 2034400 F 12709886 DEFERRED COMPENSATION 58699 58699 X 17949650 1032100 428535 -885845 574790 17374860 83143 83143 17458003 18379823 428535 428535 17951288 83143 83143 18034431 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. NORTH AMERICA 0 0 PROGRAM SERVICES BUSINESS DEVELOPMENT ACTIVITIES 22663 NORTH AMERICA 0 0 PROGRAM SERVICES TESTING 1756 SOUTH AMERICA 0 0 PROGRAM SERVICES BUSINESS DEVELOPMENT ACTIVITIES 47828 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES BUSINESS DEVELOPMENT ACTIVITIES 33268 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TESTING 24790 EUROPE 0 0 PROGRAM SERVICES TESTING 8668 MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES TESTING 1845 SOUTH ASIA 0 0 PROGRAM SERVICES TESTING 10816 0 0 0 0 0 0 151634 0 151634 0 0 0 0 0 0 X X X X X 0 0 0 DALE CYR EX-OFFICIO 330686 0 34476 0 774 0 16781 0 12501 0 395218 0 0 0 JAMIE BLIETZ CHIEF OPERATIONS OFFICER 238745 0 7380 0 408 0 12154 0 20576 0 279263 0 0 0 KIM TRAN CHIEF FINANCIAL OFFICER 187290 0 5345 0 1123 0 9569 0 19804 0 223131 0 0 0 WILLIAM SEIFARTH CHIEF ASSESSMENT OFFICER 158430 0 4916 0 134 0 8050 0 12344 0 183874 0 0 0 JESSICA MCLANE GANN CHIEF MARKETING&COMMUNICATIONS 162879 0 5066 0 210 0 8301 0 13232 0 189688 0 0 0 KAREN CARUTH CHIEF BUSINESS DEVELOPMENT OFFICER 153453 0 4983 0 123 0 8163 0 19794 0 186516 0 0 0 SCOTT CARLSON MANAGER OF IT 151177 0 4843 0 131 0 7937 0 19804 0 183892 0 0 0 ELLEN JULIAN SENIOR DIRECTOR OF TESTING & RESEARC 256890 0 0 0 852 0 0 0 19863 0 277605 0 0 0 DIANE WHEATLEY KUNK DIRECTOR OF RISK MANAGEMENT 195830 0 5831 0 1125 0 9586 0 7176 0 219548 0 0 0 DAVE PAULSON SENIOR MANAGER PSYCHOMETRIC SERVICES 157972 0 4533 0 851 0 8092 0 19863 0 191311 0 0 0 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. BREAST CANCER AND WOMEN'S HEALTH ULTRASOUND FOUNDATION INC 1401 ROCKVILLE PIKE STE 600 ROCKVILLE MD 20852 223749930 INCREASE AWARENESS OF THE ROLE OF ULTRASOUND IN DETECTING BREAST CANCER. MD 501(C)(3) 509 (A)(3) INTELEOS 0 THE MONROE COMPANIES 1401 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20852 272189088 EMPLOYMENT POSTING WEBSITE & ONLINE EDUCATION MATERIALS MD INTELEOS C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 THE MONROE COMPANIES L FMV PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: 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