Civic Intelligence

International Test and Evaluation Association

990 • Fiscal year 2020 • EIN 52-1174656

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 25, 2021

11350 Random Hills RdFairfax, VA 22030

(703) 631-6220

Siviq Scores

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

Liabilities / Assets

80th percentile

0.18x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.18x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

20th percentile

-23%

Higher net margin than 20% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

97th percentile

$83,439

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 30.6% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.8%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-61%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$262,683

Down $22,137 (-7.8%) from 2019

Net Assets

Down

$214,098

Down $47,620 (-18%) from 2019

Liabilities

Up

$48,585

Up $25,483 (+110%) from 2019

Revenue

Down

$273,070

Down $429,826 (-61%) from 2019

Expenses

Down

$336,640

Down $462,836 (-58%) from 2019

Net Income

Up

-$63,570

Up $33,010 (+34%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $951,361Liabilities 2010: $0Net Assets 2010: $951,3612010Assets 2011: $652,841Liabilities 2011: $0Net Assets 2011: $652,8412011Assets 2012: $518,196Liabilities 2012: $0Net Assets 2012: $518,1962012Assets 2013: $333,096Liabilities 2013: $0Net Assets 2013: $333,0962013Assets 2014: $162,982Liabilities 2014: $0Net Assets 2014: $162,9822014Assets 2015: $264,048Liabilities 2015: $0Net Assets 2015: $264,0482015Assets 2016: $254,349Liabilities 2016: $0Net Assets 2016: $254,3492016Assets 2017: $286,382Liabilities 2017: $0Net Assets 2017: $286,3822017Assets 2018: $338,543Liabilities 2018: $0Net Assets 2018: $338,5432018Assets 2019: $284,820Liabilities 2019: $23,102Net Assets 2019: $261,7182019Assets 2020: $262,683Liabilities 2020: $48,585Net Assets 2020: $214,0982020Assets 2021: $309,583Liabilities 2021: $15,000Net Assets 2021: $294,5832021Assets 2022: $477,629Liabilities 2022: $1,250Net Assets 2022: $476,3792022Assets 2023: $874,440Liabilities 2023: $0Net Assets 2023: $874,4402023Assets 2024: $861,182Liabilities 2024: $0Net Assets 2024: $861,1822024

Highlighted filing

2020

Assets$262,683
Liabilities$48,585
Net Assets$214,098

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $1,350,785Expenses 2010: $1,336,608Net Income 2010: $14,1772010Revenue 2011: $1,185,757Expenses 2011: $1,463,816Net Income 2011: -$278,0592011Revenue 2012: $1,146,360Expenses 2012: $1,301,365Net Income 2012: -$155,0052012Revenue 2013: $581,604Expenses 2013: $758,320Net Income 2013: -$176,7162013Revenue 2014: $634,993Expenses 2014: $805,103Net Income 2014: -$170,1102014Revenue 2015: $685,844Expenses 2015: $594,052Net Income 2015: $91,7922015Revenue 2016: $654,074Expenses 2016: $593,191Net Income 2016: $60,8832016Revenue 2017: $692,858Expenses 2017: $656,500Net Income 2017: $36,3582017Revenue 2018: $776,761Expenses 2018: $732,462Net Income 2018: $44,2992018Revenue 2019: $702,896Expenses 2019: $799,476Net Income 2019: -$96,5802019Revenue 2020: $273,070Expenses 2020: $336,640Net Income 2020: -$63,5702020Revenue 2021: $419,962Expenses 2021: $338,359Net Income 2021: $81,6032021Revenue 2022: $779,124Expenses 2022: $574,542Net Income 2022: $204,5822022Revenue 2023: $1,060,500Expenses 2023: $667,879Net Income 2023: $392,6212023Revenue 2024: $1,228,550Expenses 2024: $1,243,191Net Income 2024: -$14,6412024

Highlighted filing

2020

Revenue$273,070
Expenses$336,640
Net Income-$63,570
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 25, 2021
Return Version
2020v4.0
Gross Receipts
$299,090
Mission and Program Overview

Mission

To advance the field of test and evaluation worldwide in government, industry and academia.

In early 2020, the ITEA Board of Directors made the decision to relieve the current Executive Director of their duties and hired a consulting team of three to manage the day-to-day operations of the Association. One person was dedicated to operations, another to manage educational events, and the third, for strategic planning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$167,516$184,389▲ $16,873
Cash and Non-Interest-Bearing Accounts$73,453$76,977▲ $3,524
Accounts Receivable$36,355$0▼ $36,355
Prepaid Expenses and Deferred Charges$4,589$0▼ $4,589
Land, Buildings, and Equipment, Net$2,907$1,317▼ $1,590
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$284,820$262,683▼ $22,137
Other Assets Total-$0-
Liabilities
Deferred Revenue$4,945$48,585▲ $43,640
Accounts Payable and Accrued Expenses$18,157--
Total Liabilities$23,102$48,585▲ $25,483
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$261,718$214,098▼ $47,620
Total Net Assets Fund Balance$261,718$214,098▼ $47,620
Total Liabilities and Net Assets / Fund Balance$284,820$262,683▼ $22,137

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,317$11,320$12,637
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James GaidryExecutive DirectorFT$83,439$83,439
Eileen ReddCOOPT$35,845$35,845

Board Members and Trustees

NameTitle
Peter G CrumpPresident
Bruce EinfaltVice President
Bill KeeganDirector
Brian MooreDirector
Catherine O'CarrollDirector
Daryl JohnsonDirector
Duard WoffindenDirector
Eileen BjorkmanDirector
Erwin SabileDirector
Joe BullingtonDirector
Mark BrownDirector
Peter NickoloffDirector
Tim MoreySecretary
Mark PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$129,906
Program Service Revenue
$135,600
Investment Income
$7,564
Other Revenue
$0
All Other Contributions
$2,850
Change in Net Assets
$-63,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,904
Salaries, Compensation, and Employee Benefits$109,736
Total Fundraising Expense$64,690
Grants and Similar Amounts Paid$6,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$32,129$32,129$27,540$91,798
Fees for Services Management$31,688$31,688$27,161$90,537
Information Technology$12,118$1,172$1,005$14,295
Office Expenses$6,346$4,842$1,875$13,063
Fees for Services Accounting-$12,359-$12,359
Conferences and Meetings$9,676--$9,676
Other Employee Benefits$2,375$2,375$2,035$6,785
Payroll Taxes$2,364$2,364$2,027$6,755
Grants to Domestic Individuals$6,000--$6,000
Pension Plan Contributions$1,539$1,539$1,320$4,398
Insurance$1,046$1,046$896$2,988
Fees for Service Investment Mgmnt Fees-$1,738-$1,738
Depreciation Depletion$557$557$477$1,591
Occupancy$356$356$306$1,018
Other Expenses$808$57$48$913
Total Functional Expenses$177,799$94,151$64,690$336,640
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
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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, Line 3: Description of Delegated Duties to Management Company

The organization contracted with three part-time professionals, with over 50 years of experience between them, to manage the day-to-day duties previously performed by a full-time Executive Director. They aid in such areas as fundraising, management, knowledge of business processes, communication, and planning and executing events. They manage the educational portion of the Association's charter as well as facilitate and execute revenue building opportunities. They provide advice, guidance, direction and authorization in carrying out the major duties of the organization consistent with established organizational policies. Together, in partnership with the Board of Directors, they review operating results, evaluate the effectiveness of programs, and develop creative and innovative methods to improve the delivery of the organization's products and services to current and prospective members, effectively fulfilling the roles of Executive Director and staff of ITEA. Each of the three professionals have been members of ITEA for between seven and twenty-five years.

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

ITEA currently has 800 members, encompassing both individual professionals and corporate member representatives.

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 will be prepared by Quist & Associates and reviewed by the Executive Committee. Upon final review, the Executive Committee provides a copy to the Board of Directors as an informational item at the next regularly scheduled meeting. A copy of the Final 990 was provided to each Board Member prior to it being submitted to the IRS.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Board Members acknowledge that they have read and understood the Conflict of Interest Policy and must disclose any relationships that could give rise to conflict. If a conflict does occur during their term, the information is escalated to the Board President and Executive Committee for their review and consideration if the infraction merits further action or removal from the Board.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The fair compensation that was being paid to the one employee of ITEA was split between three independent contractors to run the daily administrative and programmatic operations of the Association.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are on the website and available upon request.

Filing and Contact Details

Filer

Filer Name
International Test and Evaluation
EIN
52-1174656
Phone
7036316220
Address
11350 RANDOM HILLS RD, FAIRFAX, VA 22030

Signing Officer

Name
Mark Phillips
Title
Treasurer
Signed
2021-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Phillips
Formed
1980
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
50

Preparer

Firm
Quist & Associates LLC
Address
PO Box 372, Occoquan, VA 22125
Preparer
Elizabeth Quist
Phone
7035971370
Supplemental Narrative

Additional Explanations

Part IV, Line 14:

ITEA is a member-based organization with just over 800 members. We have 20 regional chapters in the US and Internationally, covering all our members. The Chapters are in place to encourage local events - meetings, workshops, etc. where the Test & Evaluation professionals can gather to discuss challenges and solutions within the community. Our international community makes up approximately 6% of our membership. ITEA does not maintain offices, employees, or other agents internationally. Two of the organization's three international Chapters are considered inactive, and the cash balance in the third is below reporting requirements for Schedule F.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Secretary
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IRS990/ProgSrvcAccomActy2Grp/Desc0Annual Symposium: The associations biggest educational event, the Annual Symposium was held virtually in September with less than stellar attendance; however, programmatically it was outstanding. All ITEA events have a rhythm of one full day of tutorials; 4-hour sessions by instruction, followed by and two to two and a half day program of keynote and guest speakers, panel discussions and technical break-out sessions. Our attendees are made up of government, industry and academia professionals in the test and evaluation community, both domestic and international.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt069044
IRS990/ProgSrvcAccomActy3Grp/Desc0Grants/Scholarships: Our association not only provides education to the professionals in the field of test and evaluation, but we also provide financial aid to those qualifying students attending or scheduled to attend an institution of higher learning (ie., Universities, Colleges, and Community Colleges) in technical fields such as the Science, Technology, Engineering and Mathematical (STEM) program or STEAM program (including the Arts). These students are the future workforce in our industry, and we strive to engage the youth in the potential career opportunities in the test and evaluation community. We also offer the opportunity for the institutions to purchase needed equipment that has the potential to impact their technical curriculum. The ITEA scholarship program is administered by the leadership at the ITEA Chapters with the assistance of the ITEA Executive Office and under the cognizance of the Board of Directors.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.23$1.24$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$1.06$0.67$0.39
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.78$0.57$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.02$0.29$0.42$0.34$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.05$0.21$0.27$0.34$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.02$0.26$0.70$0.80$0.10
2018Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$0.78$0.73$0.04
2017Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$0.69$0.66$0.04
2016Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$0.65$0.59$0.06
2015Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$0.69$0.59$0.09
2014Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$0.63$0.81$0.17
2013Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$0.58$0.76$0.18
2012Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$1.15$1.30$0.16
2011Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$1.19$1.46$0.28
2010Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$1.35$1.34$0.01