Civic Intelligence

Society for Vascular Ultrasound

990 • Fiscal year 2014 • EIN 31-0949301

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

4601 Presidents DriveLanham, MD 20706

(301) 459-7550

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.97x

Higher debt load relative to assets than 91% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.49x

Higher debt load relative to revenue than 76% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$143,802

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$760,158

Up $92,778 (+14%) from 2013

Net Assets

Down

$21,758

Down $162,486 (-88%) from 2013

Liabilities

Up

$738,400

Up $255,264 (+53%) from 2013

Revenue

Up

$1,501,085

Up $169,933 (+13%) from 2013

Expenses

Up

$1,662,881

Up $191,217 (+13%) from 2013

Net Income

Down

-$161,796

Down $21,284 (-15%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2010: $764,732Liabilities 2010: $356,134Net Assets 2010: $408,5982010Assets 2011: $803,759Liabilities 2011: $410,442Net Assets 2011: $393,3172011Assets 2012: $663,016Liabilities 2012: $346,702Net Assets 2012: $316,3142012Assets 2013: $667,380Liabilities 2013: $483,136Net Assets 2013: $184,2442013Assets 2014: $760,158Liabilities 2014: $738,400Net Assets 2014: $21,7582014Assets 2015: $632,740Liabilities 2015: $738,662Net Assets 2015: -$105,9222015Assets 2016: $827,537Liabilities 2016: $634,851Net Assets 2016: $192,6862016Assets 2017: $878,187Liabilities 2017: $566,436Net Assets 2017: $311,7512017Assets 2019: $120,496Liabilities 2019: $2,564Net Assets 2019: $117,9322019Assets 2020: $106,100Liabilities 2020: $223Net Assets 2020: $105,8772020Assets 2021: $85,988Liabilities 2021: $16,173Net Assets 2021: $69,8152021Assets 2022: $44,392Liabilities 2022: $2,200Net Assets 2022: $42,1922022

Highlighted filing

2014

Assets$760,158
Liabilities$738,400
Net Assets$21,758

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,269,6952010Expenses 2011: $1,214,1692011Expenses 2012: $1,314,6442012Revenue 2013: $1,331,152Expenses 2013: $1,471,664Net Income 2013: -$140,5122013Revenue 2014: $1,501,085Expenses 2014: $1,662,881Net Income 2014: -$161,7962014Revenue 2015: $1,486,265Expenses 2015: $1,602,762Net Income 2015: -$116,4972015Revenue 2016: $1,427,213Expenses 2016: $1,134,197Net Income 2016: $293,0162016Revenue 2017: $1,472,887Expenses 2017: $1,364,101Net Income 2017: $108,7862017Revenue 2019: $44,379Expenses 2019: $74,504Net Income 2019: -$30,1252019Revenue 2020: $22,480Expenses 2020: $34,535Net Income 2020: -$12,0552020Revenue 2021: $21,885Expenses 2021: $57,947Net Income 2021: -$36,0622021Revenue 2022: $21,175Expenses 2022: $48,798Net Income 2022: -$27,6232022

Highlighted filing

2014

Revenue$1,501,085
Expenses$1,662,881
Net Income-$161,796
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$1,501,085
Mission and Program Overview

Mission

To represent the best interests of svu members and to promote quality vascular ultrasound services by providing educational, scientific, and literary activities to our members, patients, and the public.

To represent the best interests of svu members and promote quality vascular ultrasound services by providing educational, scientific and literary activities to our members, patients and the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$207,781$265,236▲ $57,455
Cash and Non-Interest-Bearing Accounts$213,613$167,621▼ $45,992
Accounts Receivable$55,174$91,915▲ $36,741
Prepaid Expenses and Deferred Charges$74,904$81,870▲ $6,966
Land, Buildings, and Equipment, Net$45,419$79,520▲ $34,101
Inventories for Sale or Use$10,139$40,840▲ $30,701
Savings and Temporary Cash Investments$57,832$30,638▼ $27,194
Total Assets$667,380$760,158▲ $92,778
Other Assets Total$2,518$2,518→ $0
Liabilities
Deferred Revenue$425,323$527,393▲ $102,070
Accounts Payable and Accrued Expenses$57,813$211,007▲ $153,194
Total Liabilities$483,136$738,400▲ $255,264
Net Assets / Fund Balance
Unrestricted Net Assets$184,244$21,758▼ $162,486
Total Net Assets Fund Balance$184,244$21,758▼ $162,486
Total Liabilities and Net Assets / Fund Balance$667,380$760,158▲ $92,778

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$79,520$140,704$220,224
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas Stefaniak Mba CaeExecutive Director Through 4/30/15FT$129,761$14,041$143,802
Franklin W WestEmployeeFT$100,320$10,855$111,175
Steven KnightDirector-$1,250-$1,250

Board Members and Trustees

NameTitle
Patricia a PoePresident
David ParlatoPresident-elect
Joseph P HughesVice-president
Anita HarringtonDirector
Jeanette R FlanneryDirector
Kathy ZieglerDirector
Kelly ByrnesDirector
Patrick WashkoDirector
Paula HeggerickDirector
Sandra YesenkoDirector
Stephanie WilsonDirector
Martin FoglePhysician Representative
Patricia MarquesSecretary
Agnes LovellStudent Representative
Leann MaupinTreasurer
Julia DmitrievaVendor Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$9,235
Program Service Revenue
$1,480,312
Investment Income
$9,254
Other Revenue
$2,284
All Other Contributions
$9,235
Change in Net Assets
$-161,796

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,501,085
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-690
Total Revenue per Audited Statements
$1,500,395
Total Revenue per Form 990
$1,501,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,119,068
Salaries, Compensation, and Employee Benefits$539,313
Grants and Similar Amounts Paid$4,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$324,672$41,731-$366,403
Other Salaries and Wages$292,370$29,044-$321,414
Current Officers, Directors, Trustees, and Key Employees$145,052--$145,052
Fees for Services Legal$87,632$10,270-$97,902
Fees for Services Other$46,789$30,105-$76,894
Information Technology$37,067$39,017-$76,084
Travel$30,816$40,482-$71,298
Fees for Services Accounting-$70,274-$70,274
Occupancy-$57,134-$57,134
Office Expenses$28,998$10,341-$39,339
All Other Expenses$7,503$31,306-$38,809
Payroll Taxes$35,585$2,437-$38,022
Other Expenses$680$30,792-$31,472
Depreciation Depletion-$20,174-$20,174
Other Employee Benefits$17,090$1,687-$18,777
Pension Plan Contributions$14,604$1,444-$16,048
Insurance$1,776$6,072-$7,848
Grants to Domestic Individuals$4,500--$4,500
Total Functional Expenses$1,177,968$484,913$0$1,662,881

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,662,881
Total Expenses per Audited Statements$1,662,881
Total Expenses per Form 990$1,662,881
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Svu delegates control over management duties to your part-time controller which is an external accountant.

Form 990, Part VI, Section A, Line 6

Svu works hard to give its members the professional resources needed to succeed in todays quickly changing world. The society strives to promote knowledge among ultrasound professionals of current hot topics as well as regulatory and legislative advocacy issues. Svu membership categories 1, regular members- those who are clinicians, scientists, educators and industry professionals working in or utilizing vascular technology. They shall be required to pay annual membership dues and may vote. Only those members who have received and maintain a professional credential in vascular technology may hold elected office within svu. 2 honorary members- persons who have given outstanding support and service to svu honorary membership shall be by nomination by any member of svu and requires approval of two-thirds majority of the board of directors. Honorary members shall not be required to pay annual membership dues and cannot hold elected office, but may vote. 3 retired/disabled members-those that are either retired from the profession or disabled. They must submit to svu a signed legal affidavit prepared by the svu attorney) certifying they're retired from the profession or phyisically unable to practice in the profession and pay reduced annual dues. They are eligible to vote and eligible to serve on committees. 4 founding members- those persons who were the original nine founding members of the society of noninvasive vascular technology, and shall become honorary members. 5 distinguished fellow members- a member who has made outstanding contributions to vascular ultrasound and inspired leadership in svu and selected by the board to be an svu fellow. They are required to pay annual dues. 6 signature lab membership- this membership category recognizes 100% annual membership participation in svu by a laboratory technologist who performs vascular studies and at least one (1) physician in the lab.

Form 990, Part VI, Section A, Line 7A

Regular, honorary and retired/disabled members all have the power to vote.

Form 990, Part VI, Section B, Line 11

A copy of the form 990 is sent to members of the governing board or the officers of the governing board for review and discussion before filing the return.

Form 990, Part VI, Section B, Line 12C

For each interest disclosed to the president of the svu board of directors, the president will determine whether to (a) take no action, (b) assure full disclosure to the board of directors and other individuals covered by this policy, (c) ask the person to recuse from participation in related discussions or decisions within the society, or (d) ask the person to resign from his or her position in the society or , if the person refuses to resign, become subject to possible removal in accordance with the society's removal procedures outlined in the svu policy & procedure manual. The society's chief employed executive director and treasurer will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the president of the svu board of directors in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred.

Form 990, Part VI, Section B, Line 15

The process includes all of these elements: (1) review and approval by the executive committee of the svu board of directors, (2) use of data as to comparable compensation, and (3) contemporaneous documentation and recordkeeping. 1. Review and approval- the compensation of the person is reviewed and approved by the executive committee of the svu board of directors, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval. 2. Use of data as to comparable compensation- the compensation of the person is reviewed and approved using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. 3. Contemporaneous documentation and recordkeeping- there is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement.

Form 990, Part VI, Section C, Line 19

The organization has the policy of evaluating the requests for governing documents, policies, and financial statements prior to granting such requests.

Filing and Contact Details

Filer

Filer Name
Society for Vascular Ultrasound
EIN
31-0949301
Phone
3014597550
Address
4601 PRESIDENTS DRIVE, LANHAM, MD 20706

Signing Officer

Name
James Wilkinson
Title
Executive Director
Phone
3014597550
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Poe
Formed
1977
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
17
Employees
5
Volunteers
0

Preparer

Firm
Squire Lemkin Company Llp
Address
111 ROCKVILLE PIKE SUITE 475, ROCKVILLE, MD 20850
Preparer
Nancy Johnson
Phone
3014246800
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Svu complies with the provisions of financial accounting standards board codification topic accounting for uncertainty in income taxes. For the years ended december 31, 2014 and 2013, no unrecognized tax provision or benefit exists.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VENDOR REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR THROUGH 4/30/15
IRS990/Form990PartVIISectionAGrp/TitleTxt12STUDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PHYSICIAN REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
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IRS990/MissionDesc0TO REPRESENT THE BEST INTERESTS OF SVU MEMBERS AND PROMOTE QUALITY VASCULAR ULTRASOUND SERVICES BY PROVIDING EDUCATIONAL, SCIENTIFIC AND LITERARY ACTIVITIES TO OUR MEMBERS, PATIENTS AND THE PUBLIC.
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IRS990/OtherExpensesGrp/Desc0PRINTING AND COPYING
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IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATION AND COURSES
IRS990/ProgramServiceRevenueGrp/Desc3PRODUCTS
IRS990/ProgramServiceRevenueGrp/Desc4JOURNAL AND NEWSLETTER
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IRS990/ProgSrvcAccomActy2Grp/Desc0JOURNAL AND NEWSLETTERS- SVU PUBLISHES A QUARTERLY SCIENTIFIC, PEER-REVIEWED JOURNAL FOR VASCULAR ULTRASOUND (JVU), AND A MONTHLY ONLINE NEWSLETTER CALLED E-SPECTRUM. THESE PUBLICATIONS REPORT ON SVU'S FEDERAL LEGISLATIVE/REGULATORY ADVOCACY EFFORTS, MEMBER PROFILES, THE LATEST INFORMATION ON SVU'S EDUCATION PROGRAMS, MEMBERSHIP RECRUITMENT AND RETENTION EFFORTS, PRODUCTS, SVU ACTIVITIES, AND NEWS OF THE VASCULAR PROFESSION. JVU CONTAINS ORIGINAL ARTICLES ON BASIC AND CLINICAL ASPECTS OF VASCULAR DIAGNOSTICS, ADVANCES IN THE FIELD, TECHNIQUES, BOOK REVIEWS, CASE STUDIES, AND VIEWPOINTS. THE E-SPECTRUM NEWSLETTER PROVIDES THE LATEST ON ACTIVITIES AND ISSUES AFFECTING THE FIELD, JOB LISTINGS, TRAINING COURSES, AND NEW PRODUCT INFORMATION.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CONTINUING MEDICAL EDUCATION (CME), EDUCATION COURSES AND PRODUCTS - ANNUALLY, SVU OFFERS TWO RPVI EXAM REVIEW COURSES, ONE IN THE SPRING AND ONE IN THE FALL, TO HELP PREPARE PHYSICIANS TO TAKE THE RPVI CREDENTIAL EXAM OFFERED BY ARDMS. SVU, IN CONJUNCTION WITH PEGASUS LECTURES, INC., OFFERS AN ONLINE RPVI E-COURSE WITH VARIOUS VASCULAR MODULES THAT PHYSICIANS CAN REVIEW ON THEIR OWN SCHEDULE SHOULD THEY BE UNABLE TO ATTEND EITHER OF THE SEMI-ANNUAL REVIEW COURSES HELD EACH YEAR.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADVISORY SERVICES - ADVISORY SERVICES INCLUDE ALL BILLING, CODING, COMPLIANCE, AND OTHER ADVICE. SVU PROVIDES A COMPREHENSIVE REVIEW OF A PRACTICE'S CODING PATTERNS AND DOCUMENTATION TO HELP A PRACTICE IDENTIFY ISSUES ON WHICH GOVERNMENT AUDITORS MAY FOCUS. EACH SERVICE ENGAGEMENT IS CUSTOMIZED FOR EACH CODING REVIEW SERVICE CLIENT. IN ADDITION, PRACTICES MAY SUBSCRIBE TO A ONE-YEAR LICENSE TO THE WEB-BASED SVU CODING ADVISOR SOFTWARE WHICH FEATURES SVU'S EXCLUSIVE EXPERT CODING ADVICE FOR THE VASCULAR ULTRASOUND PRACTICE, AN INTERACTIVE CLAIM SCRUBBER, A TRANSLATOR, AND MORE.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1PRODUCTS - SVU PROVIDES PRODUCTS SUCH AS EDUCATION CDS AND DVDS ON VASCULAR ULTRASOUND CASE STUDIES AND VASCULAR PERFORMANCE GUIDELINES. SVU ALSO OFFERS A REGISTERED PHYSICIAN IN VASCULAR INTERPRETATION (RPVI) EXAM SIMULATION CD WITH TWO SAMPLE TEST EXAMS FOR PHYSICIANS TO HELP PREPARE THEM FOR THE RPVI CREDENTIAL EXAM OFFERED BY AMERICAN REGISTRY FOR DIAGNOSTIC MEDICAL SONOGRAPHY (ARDMS). OTHER PRODUCTS INCLUDE: A GLOSSARY OF VASCULAR TERMS, SVU VASCULAR ULTRASOUND SURVEY RESULTS, PAST JVU MAGAZINE ISSUES, AND PATIENT EDUCATION PAMPHLETS TO HELP PREPARE A PATIENT FOR A VASCULAR ULTRASOUND EXAMINATION.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2MEMBERSHIP SERVICES - MEMBERSHIP IN THE SOCIETY FOR VASCULAR ULTRASOUND (SVU) IS A VITAL PART OF YOUR PROFESSIONAL DEVELOPMENT AND WILL ASSIST YOU IN LEARNING EMERGING PRACTICES TO PROVIDE BETTER PATIENT CARE. SVU'S DIVERSE MEMBERSHIP INCLUDES VASCULAR TECHNOLOGISTS, SONOGRAPHERS, STUDENTS, PHYSICIANS, CARDIOLOGISTS, RADIOLOGISTS, VASCULAR LAB TECHNICAL DIRECTORS AND OTHER ALLIED HEALTHCARE PROFESSIONALS.
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