Exemplar Global INC FY2023 filing

Not tax-deductible

Milwaukee, WI501(c)(6)Community DevelopmentEIN 39-1686335Revenue $1.7M in FY2023

On file with the IRSexemplarglobal.org600 N Plankinton Ave, 53203-2901 · Milwaukee, WITax-exempt since Jul 1991

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Exemplar Global, INC. (Exemplar) serves industry and the community by providing recognition to individuals who have demonstrated competence to industrial and/or international standards via developed certification schemes. Exemplar certifies personnel as well as training providers. Exemplar service extends to customers worldwide in various industries.

$547K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $66K a year · 2% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$547K
to officers and key staff · 34% of spending
Concern: pay to officers and key staff is 34% of spending; over 30%.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 7.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$435K
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 4 voting members
Concern: none of 4 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
-49% vs prior year
Spent
$1.6M
Net assets
$1.4M
By yearFY2020–FY2024
Revenue
$1.7M
FY2023▼ -49%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.0M
FY2021$3.3M
FY2022$3.2M
FY2023$3.3M
FY2023$1.7M
FY2024$3.6M
Expenses
$1.6M
FY2023▼ -49%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.0M
FY2021$3.2M
FY2022$3.1M
FY2023$3.2M
FY2023$1.6M
FY2024$3.4M
Net assets
$1.4M
FY2023▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.1M
FY2022$1.1M
FY2023$1.3M
FY2023$1.4M
FY2024$1.5M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1991.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

7 people listed on the 990; $547K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$231,902Pt VII · Sec A
Chief of Staff
$157,523Pt VII · Sec A
CFO/Secretary
$82,469Pt VII · Sec A
CFO/Secretary
$74,735Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Member Representative
$0Pt VII · Sec A

Andrew Baines’s $233K as CEO & Director is at the 75th percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2023FY2023FY2022FY2021FY2020
Andrew Baines$232,795$231,902$214,692$265,195$198,814$199,800
Brian Weeks$146,768$157,523$144,468$163,433$158,389$142,506
Joe Wholley$141,895—$126,205$128,572$111,372$107,838
Scott Paton————$99,620$131,350
Adam Bannon$126,507—————
Judy Puopolo Hardie—$74,735$95,236$102,600$103,867$92,443
Sandra Venter$79,534$82,469————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Certifies individuals and training providers to international competence standards.

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Provided by the organization

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3 programs · in their own filed words · FY2023
01

Personal Certification (including Inarte)

Exemplar global, inc. (exemplar) provides an overall service to industry and the community through certification of personnel and training providers. Training provider certification assists with ensuring that individuals are receiving consistent quality training covering relevant material based on industrial and international standards.

Pt IX · col B
02

Consultant Group Certification

Exemplar global, inc. (exemplar) also provides an overall service to industry and the community through recognition of consultant groups. Exemplar global's recognized consulting group program aims to help consultancy groups gain global recognition in the compliance industry, while providing personnel certification for individual…

Pt IX · col B
03

Training Certification

Exemplar global, inc. (exemplar) also provides an overall service to industry and the community through certification of and training providers. Training provider certification assists with ensuring that individuals are receiving consistent quality training covering relevant material based on industrial and international standards so…

Pt IX · col B

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$1.7M
Ln 12
Fees for servicesLn 2g$1.7M
Other incomeLn 4–11$14K
Investment incomeLn 3$7K
Money outPt IX
$1.6M
Ln 25
Owns and owesPt X
$1.4M
net assets · Ln 32
Cash and savingsLn 1–2$943K
Total assetsLn 16$1.8M
LiabilitiesLn 26$435K
PeoplePt VI, VII
7
listed · VII A
PaidVII A4
Voting boardVI 1a4
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.7M
Investment incomeLn 3$7K
Other incomeLn 4–11$14K
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
CashLn 1$563K
SavingsLn 2$379K
Cash and savings togetherLn 1–2$943K
Land, buildings, equipmentLn 10c$481K
Other assetsLn 15$18K
Total assetsLn 16$1.8M
LiabilitiesLn 26$435K
Net assetsLn 32$1.4M
OperationsPt I, VI
EmployeesI 57
VolunteersI 63
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$823K$943K
Land, buildings, equipmentLn 10c$562K$481K
Total assetsLn 16$1.7M$1.8M
LiabilitiesLn 26$403K$435K
Net assetsLn 32$1.3M$1.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$250
Other salaries and wagesLn 7$350K
Other employee benefitsLn 9$5K
Payroll taxesLn 10$6K
Legal feesLn 11b$46K
Other fees for servicesLn 11g$163K
Advertising and promotionLn 12$40K
Office expensesLn 13$9K
RoyaltiesLn 15$37K
OccupancyLn 16$9K
TravelLn 17$35K
Conferences, conventions and meetingsLn 19$13K
Depreciation, depletion and amortizationLn 22$91K
InsuranceLn 23$25K
Other expenses (24a–d)Ln 24$774K
Total functional expensesLn 25$1.6M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.6M$3.4M$138K$1.5M 990 PDF
FY2023 $3.3M$3.2M$152K$1.3M 990 PDF
FY2022 $3.2M$3.1M$66K$1.1M 990 PDF
FY2021 $3.3M$3.2M$45K$1.1M 990 PDF
FY2020 $3.0M$3.0M−$72K$1.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $1,679,347 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $3,268,350$1,658,354
I-10 Investment incomePrior year $4,027$7,428
I-11 Other revenuePrior year $43,152$13,565
I-12 Total revenuePrior year $3,315,529$1,679,347
I-13 Grants and similar amounts paidPrior year $0$250
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $780,461$360,678
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,383,206$1,240,710
I-18 Total expensesPrior year $3,163,667$1,601,638
I-19 Revenue less expensesPrior year $151,862$77,709
Part VI · Governance 0 of 4 board members independent, 2 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members0
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,679,347 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,658,354$1,658,354
VIII-3 Investment incomeExcluded from tax $7,428$7,428
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $13,565$13,565
VIII-12 Total revenueRelated to mission $1,658,354 · Unrelated business $0 · Excluded from tax $20,993$1,679,347
Part IX · Statement of functional expenses $1,601,638 across 15 lines filed
IX-1 Grants to domestic organizations$250
IX-7 Other salaries and wages$349,669
IX-9 Other employee benefits$4,560
IX-10 Payroll taxes$6,449
IX-11b Legal fees$45,928
IX-11g Other fees for services$162,524
IX-12 Advertising and promotion$39,833
IX-13 Office expenses$9,046
IX-15 Royalties$37,184
IX-16 Occupancy$8,787
IX-17 Travel$35,186
IX-19 Conferences, conventions and meetings$12,537
IX-22 Depreciation, depletion and amortization$90,938
IX-23 Insurance$24,973
IX-24 Other expenses (24a–d)$773,774
IX-25 Total functional expenses$1,601,638
Part X · Balance sheet $1,813,096 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $612,532$563,283
X-2 Savings and temporary cash investmentsStart of year $210,582$379,220
X-4 Accounts receivableStart of year $243,956$300,466
X-9 Prepaid expenses and deferred chargesStart of year $56,665$71,483
X-10c Land, buildings and equipment, netStart of year $561,766$481,144
X-15 Other assetsStart of year $17,500$17,500
X-16 Total assetsStart of year $1,703,001$1,813,096
X-17 Accounts payable and accrued expensesStart of year $403,064$435,450
X-26 Total liabilitiesStart of year $403,064$435,450
X-27 Net assets without donor restrictionsStart of year $1,299,937$1,377,646
X-32 Total net assets or fund balancesStart of year $1,299,937$1,377,646
X-33 Total liabilities and net assetsStart of year $1,703,001$1,813,096
Part XI · Reconciliation of net assets $1,377,646 net assets at year end
XI-1 Total revenue$1,679,347
XI-2 Total expenses$1,601,638
XI-3 Revenue less expenses$77,709
XI-4 Net assets at start of year$1,299,937
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,377,646

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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