Inteleos INC FY2020 filing

Not tax-deductible

Rockville, MD501(c)(6)Since 1979Mutual / membership EIN 51-0184277Revenue $18.5M in FY2020

On file with the IRSinteleos.org1401 Rockville Pike Ste 600, 20852-1402 · Rockville, MDTax-exempt since Mar 1976

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Inteleos is a nonprofit certification organization that delivers rigorous assessments and cultivates a global community of professionals.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
$3.1M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

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FY2020 · 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
2 of 5
filings with a surplus
Average deficit $1.3M a year · 6% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3.1M
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $27.6M in investments, Pt X · Ln 11–13
Fine: 1.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $7K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$16.1M
50% of total assets
Looks good: liabilities are 50% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$18.5M
Spent
$19.6M
To programs
0%
Net assets
$16.4M
By yearFY2020–FY2024
Revenue
$18.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$18.5M
FY2021$22.3M
FY2022$21.0M
FY2023$23.6M
FY2024$26.9M
Expenses
$19.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$19.6M
FY2021$21.3M
FY2022$25.6M
FY2023$25.4M
FY2024$26.8M
Net assets
$16.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$16.4M
FY2021$18.6M
FY2022$9.5M
FY2023$9.2M
FY2024$9.2M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 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 Mar 1976.

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

Who runs it and what they're paid

26 people listed on the 990; $3.1M paid to officers and key staff.

Part VII, Section A · reportable compensation
CEO/Ed
$485,836Pt VII · Sec A
$276,034Pt VII · Sec A
$209,408Pt VII · Sec A
Director of Enterprise Risk Management
$204,430Pt VII · Sec A
Chief Marketing Officer
$192,578Pt VII · Sec A
Chief Assessment Officer
$186,302Pt VII · Sec A
Chief People Officer
$182,978Pt VII · Sec A
Director of Information Technology
$181,172Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Dale Cyr$628,079$556,063$529,609$508,726$485,836
Jamie Blietz$339,946$320,761$303,884$287,583$276,034
Wendy Reeling$269,311$255,414———
Juan Sanchez$251,766$237,274$228,344$217,582$209,408
Tamara Walker$230,738$217,561$202,235$195,099$182,978
Kathy Kelly$227,777$209,956$203,201$194,062$186,302
Pamela Ruiz$226,530$203,859$181,071$172,698$140,314
Zerihun Haile-Selassie——$167,525$215,408$158,829

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 15aYes

Programs and updates

Certifies professionals and builds a global community through rigorous assessments.

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Provided by the organization

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1 program · in their own filed words · FY2020
01

Inteleos, through its councils, the american registry for diagnostic medical sonography (ardms) andthe alliance for physician certification and advancement (apca) and the point-of-care ultrasound certification academy (pca) delivers rigorous assessments and cultivates a global community of professionals dedicated to the highest standards…

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2020
Total grants receivedfrom 1 funder$7K
Grants paid · 6 grants · $868K · 2021–2024
Inteleos FoundationMD · FY2024$200,000
Inteleos FoundationMD · FY2023$200,000
Inteleos FoundationMD · FY2022$250,000
Wuqu Kawoq SaVT · FY2022$10,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$18.5M
Ln 12
Fees for servicesLn 2g$18.0M
Investment incomeLn 3$445K
Other incomeLn 4–11$38K
Money outPt IX
$19.6M
Ln 25
Owns and owesPt X
$16.4M
net assets · Ln 32
Cash and savingsLn 1–2$2.4M
Total assetsLn 16$32.6M
LiabilitiesLn 26$16.1M
PeoplePt VI, VII
26
listed · VII A
PaidVII A16
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$20K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fees for servicesLn 2g$18.0M
Investment incomeLn 3$445K
Other incomeLn 4–11$38K
Gains on assetsLn 7−$5K
Total revenueLn 12$18.5M
Assets in detailPt X, end of year
CashLn 1$2.4M
Cash and savings togetherLn 1–2$2.4M
InvestmentsLn 11–13$27.6M
Land, buildings, equipmentLn 10c$1.6M
Other assetsLn 15$614K
Total assetsLn 16$32.6M
LiabilitiesLn 26$16.1M
Net assetsLn 32$16.4M
OperationsPt I, VI
EmployeesI 5141
VolunteersI 6300
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$893K$2.4M
InvestmentsLn 11–13$13.8M$27.6M
Land, buildings, equipmentLn 10c$2.2M$1.6M
Total assetsLn 16$30.5M$32.6M
LiabilitiesLn 26$14.1M$16.1M
Net assetsLn 32$16.4M$16.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$2.6M
Other salaries and wagesLn 7$5.9M
Pension plan contributionsLn 8$266K
Other employee benefitsLn 9$840K
Payroll taxesLn 10$547K
Legal feesLn 11b$229K
Accounting feesLn 11c$24K
Investment management feesLn 11f$78K
Other fees for servicesLn 11g$4.5M
Advertising and promotionLn 12$162K
Office expensesLn 13$826K
Information technologyLn 14$129K
OccupancyLn 16$1.2M
TravelLn 17$324K
Conferences, conventions and meetingsLn 19$178K
InterestLn 20$32K
Depreciation, depletion and amortizationLn 22$643K
InsuranceLn 23$167K
Other expenses (24a–d)Ln 24$822K
All other expensesLn 24e$24K
Total functional expensesLn 25$19.6M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $26.9M$26.8M$35K$9.2M 990 PDF
FY2023 $23.6M$25.4M−$1.9M$9.2M 990 PDF
FY2022 $21.0M$25.6M−$4.6M$9.5M 990 PDF
FY2021 $22.3M$21.3M$977K$18.6M 990 PDF
FY2020 Viewing $18.5M$19.6M−$1.1M$16.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $18,482,123 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$20,000
I-9 Program service revenuePrior year $18,810,005$17,979,331
I-10 Investment incomePrior year $676,229$444,955
I-11 Other revenuePrior year $139,088$37,837
I-12 Total revenuePrior year $19,625,322$18,482,123
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $10,181,992$10,220,041
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $10,920,060$9,361,389
I-18 Total expensesPrior year $21,102,052$19,581,430
I-19 Revenue less expensesPrior year −$1,476,730−$1,099,307
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $18,482,123 across 13 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$20,000
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$20,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $17,979,331$17,979,331
VIII-3 Investment incomeExcluded from tax $450,228$450,228
VIII-5 RoyaltiesExcluded from tax $26,612$26,612
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Excluded from tax −$5,273−$5,273
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $11,225$11,225
VIII-12 Total revenueRelated to mission $17,979,331 · Unrelated business $0 · Excluded from tax $482,792$18,482,123
Part IX · Statement of functional expenses $19,581,430 across 20 lines filed
IX-5 Pay of current officers, directors and key staff$2,638,893
IX-7 Other salaries and wages$5,929,239
IX-8 Pension plan contributions$265,674
IX-9 Other employee benefits$839,645
IX-10 Payroll taxes$546,590
IX-11b Legal fees$229,207
IX-11c Accounting fees$23,750
IX-11f Investment management fees$77,947
IX-11g Other fees for services$4,526,589
IX-12 Advertising and promotion$162,444
IX-13 Office expenses$826,339
IX-14 Information technology$128,876
IX-16 Occupancy$1,196,076
IX-17 Travel$324,034
IX-19 Conferences, conventions and meetings$177,742
IX-20 Interest$31,798
IX-22 Depreciation, depletion and amortization$642,842
IX-23 Insurance$167,238
IX-24 Other expenses (24a–d)$822,151
IX-24e All other expenses$24,356
IX-25 Total functional expenses$19,581,430
Part X · Balance sheet $32,564,568 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $893,095$2,354,492
X-4 Accounts receivableStart of year $24,248$55,060
X-9 Prepaid expenses and deferred chargesStart of year $649,865$355,382
X-10c Land, buildings and equipment, netStart of year $2,231,927$1,596,599
X-11 Publicly traded securitiesStart of year $13,771,565$27,588,898
X-15 Other assetsStart of year $586,026$614,137
X-16 Total assetsStart of year $30,492,728$32,564,568
X-17 Accounts payable and accrued expensesStart of year $3,802,430$3,252,704
X-19 Deferred revenueStart of year $10,022,125$11,007,320
X-25 Other liabilitiesStart of year $70,164$1,884,338
X-26 Total liabilitiesStart of year $14,093,997$16,144,362
X-27 Net assets without donor restrictionsStart of year $16,398,731$16,420,206
X-32 Total net assets or fund balancesStart of year $16,398,731$16,420,206
X-33 Total liabilities and net assetsStart of year $30,492,728$32,564,568
Part XI · Reconciliation of net assets $16,420,206 net assets at year end
XI-1 Total revenue$18,482,123
XI-2 Total expenses$19,581,430
XI-3 Revenue less expenses−$1,099,307
XI-4 Net assets at start of year$16,398,731
XI-5 Net unrealized gains (losses) on investments$1,120,782
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$16,420,206

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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