Civic Intelligence

Psychometric Society Educational Testing Service

990 • Fiscal year 2014 • EIN 59-6169781

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

2424 American LaneMadison, WI 53704

(608) 443-2468

Siviq Scores

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

Liabilities / Assets

41st percentile

0.04x

Higher debt load relative to assets than 41% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.15x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Net Margin

92nd percentile

25%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$2,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-25%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$583,693

Up $67,766 (+13%) from 2013

Net Assets

Up

$557,888

Up $42,550 (+8.3%) from 2013

Liabilities

Up

$25,805

Up $25,216 (+4281%) from 2013

Revenue

Down

$173,465

Down $58,006 (-25%) from 2013

Expenses

Down

$130,915

Down $59,622 (-31%) from 2013

Net Income

Up

$42,550

Up $1,616 (+3.9%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $428,756Liabilities 2010: $0Net Assets 2010: $428,7562010Assets 2011: $447,710Liabilities 2011: $0Net Assets 2011: $447,7102011Assets 2012: $473,812Net Assets 2012: $473,8122012Assets 2013: $515,927Liabilities 2013: $589Net Assets 2013: $515,3382013Assets 2014: $583,693Liabilities 2014: $25,805Net Assets 2014: $557,8882014Assets 2015: $506,058Liabilities 2015: $8,225Net Assets 2015: $497,8332015Assets 2016: $473,404Liabilities 2016: $14,637Net Assets 2016: $458,7672016Assets 2017: $487,648Liabilities 2017: $11,510Net Assets 2017: $476,1382017Assets 2018: $543,553Liabilities 2018: $9,920Net Assets 2018: $533,6332018Assets 2019: $546,904Liabilities 2019: $13,900Net Assets 2019: $533,0042019Assets 2020: $624,330Liabilities 2020: $13,903Net Assets 2020: $610,4272020Assets 2021: $723,416Liabilities 2021: $8,835Net Assets 2021: $714,5812021Assets 2022: $673,487Liabilities 2022: $16,650Net Assets 2022: $656,8372022Assets 2023: $691,582Liabilities 2023: $10,218Net Assets 2023: $681,3642023Assets 2024: $787,998Liabilities 2024: $30,406Net Assets 2024: $757,5922024

Highlighted filing

2014

Assets$583,693
Liabilities$25,805
Net Assets$557,888

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $107,5022010Expenses 2011: $132,2742011Revenue 2012: $182,016Expenses 2012: $155,914Net Income 2012: $26,1022012Revenue 2013: $231,471Expenses 2013: $190,537Net Income 2013: $40,9342013Revenue 2014: $173,465Expenses 2014: $130,915Net Income 2014: $42,5502014Revenue 2015: $450,783Expenses 2015: $510,838Net Income 2015: -$60,0552015Revenue 2016: $382,991Expenses 2016: $422,057Net Income 2016: -$39,0662016Revenue 2017: $410,739Expenses 2017: $392,161Net Income 2017: $18,5782017Revenue 2018: $431,458Expenses 2018: $352,784Net Income 2018: $78,6742018Revenue 2019: $353,977Expenses 2019: $378,715Net Income 2019: -$24,7382019Revenue 2020: $218,956Expenses 2020: $158,301Net Income 2020: $60,6552020Revenue 2021: $209,398Expenses 2021: $158,642Net Income 2021: $50,7562021Revenue 2022: $372,044Expenses 2022: $327,299Net Income 2022: $44,7452022Revenue 2023: $395,242Expenses 2023: $448,350Net Income 2023: -$53,1082023Revenue 2024: $433,523Expenses 2024: $411,263Net Income 2024: $22,2602024

Highlighted filing

2014

Revenue$173,465
Expenses$130,915
Net Income$42,550
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Gross Receipts
$173,465
Mission and Program Overview

Mission

The psychometric society is an international nonprofit professional organization devoted to the advancement of quantitative measurement practices in psychology, education, and the social sciences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$515,927$501,703▼ $14,224
Savings and Temporary Cash Investments-$62,490-
Accounts Receivable-$19,500-
Total Assets$515,927$583,693▲ $67,766
Liabilities
Deferred Revenue-$25,680-
Other Liabilities$589$125▼ $464
Total Liabilities$589$25,805▲ $25,216
Net Assets / Fund Balance
Unrestricted Net Assets$515,338$557,888▲ $42,550
Total Net Assets Fund Balance$515,338$557,888▲ $42,550
Total Liabilities and Net Assets / Fund Balance$515,927$583,693▲ $67,766
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Luz BaySecretaryPT$2,000$2,000
Terry AckermanPresident-elPT$1,250$1,250

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$33,495
Program Service Revenue
$139,831
Investment Income
$139
Other Revenue
$0
Change in Net Assets
$42,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$124,656
Salaries, Compensation, and Employee Benefits$6,259
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$61,131--$61,131
Other Salaries and Wages$5,750--$5,750
All Other Expenses$3,985--$3,985
Other Expenses$3,810--$3,810
Conferences and Meetings$3,153--$3,153
Information Technology$1,025--$1,025
Fees for Services Other$1,000--$1,000
Fees for Services Accounting-$817-$817
Payroll Taxes$509--$509
Total Functional Expenses$130,098$817$0$130,915
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Payable$125
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

The society uses a management company, the rees group, inc., to perform certain management duties such as planning and executing budgets and financial operations and supervising exempt operations.

Form 990, Page 6, Part VI, Line 6

The organization is a professional society made up of members with an interest in the subject of psychometrics. Membership classes include regular, including single, family and emeritus members, and student members.

Form 990, Page 6, Part VI, Line 7A

Members elect the board of trustees, the secretary and the treasurer of the society in conjunction with the annual meeting. Trustees, the president-elect and members of the editorial council are elected by members by mail ballot approximately one month prior to the annual meeting.

Form 990, Page 6, Part VI, Line 7B

Regular members and student members are elected by a majority vote of the members present at the annual meeting of the society upon recommendation by the membership committee and nominated by the board of trustees upon recommendation of the membership chairman.

Form 990, Page 6, Part VI, Line 9

Sophia rabe-hesketh university of california m/c 1670 berkeley, ca 94720 terry ackerman 207 curry building greensboro, nc 27402 alberto maydeu-olivares paseo del val de hebron 171 barcelona, sp 08035 luz bay 661 penn st suite b newtown, pa 18940 dan bolt 1025 west johnson st madison, wi 53706 cees glas pob 217 enschede, nl 7500ae marieke timmerman grote kruisstraat 2/1 groningen, nl 9712ts francis tuerlinckx tiensestraat 102 leuven, be 3000 mathias von davier 660 rosedale road princeton, nj 08541 anders skrondal fossefaret 2 oslo, no 373 anders van der ark po box 90153 tilburg, nl 5000 le irini moustaki houghton street london, uk wc2a 2ae

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

The organization makes it governing documents available on its website.

Filing and Contact Details

Filer

Filer Name
Psychometric Society
EIN
59-6169781
Phone
6084432468
Address
2424 AMERICAN LANE, MADISON, WI 53704

Signing Officer

Name
Dan Bolt
Title
Treasurer
Phone
6084432468
Signed
2015-05-08

Organization Details

Formed
1935
Legal Domicile
Nj
Voting Board Members
12
Independent Board Members
7
Employees
3

Preparer

Firm
Dale Miller and Associates Inc
Address
5700 MONONA DR, MADISON, WI 53716-3135
Preparer
Blair Butters
Phone
6082212332
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Adjust beginning balance sheet 0

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY USES A MANAGEMENT COMPANY, THE REES GROUP, INC., TO PERFORM CERTAIN MANAGEMENT DUTIES SUCH AS PLANNING AND EXECUTING BUDGETS AND FINANCIAL OPERATIONS AND SUPERVISING EXEMPT OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A PROFESSIONAL SOCIETY MADE UP OF MEMBERS WITH AN INTEREST IN THE SUBJECT OF PSYCHOMETRICS. MEMBERSHIP CLASSES INCLUDE REGULAR, INCLUDING SINGLE, FAMILY AND EMERITUS MEMBERS, AND STUDENT MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT THE BOARD OF TRUSTEES, THE SECRETARY AND THE TREASURER OF THE SOCIETY IN CONJUNCTION WITH THE ANNUAL MEETING. TRUSTEES, THE PRESIDENT-ELECT AND MEMBERS OF THE EDITORIAL COUNCIL ARE ELECTED BY MEMBERS BY MAIL BALLOT APPROXIMATELY ONE MONTH PRIOR TO THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REGULAR MEMBERS AND STUDENT MEMBERS ARE ELECTED BY A MAJORITY VOTE OF THE MEMBERS PRESENT AT THE ANNUAL MEETING OF THE SOCIETY UPON RECOMMENDATION BY THE MEMBERSHIP COMMITTEE AND NOMINATED BY THE BOARD OF TRUSTEES UPON RECOMMENDATION OF THE MEMBERSHIP CHAIRMAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SOPHIA RABE-HESKETH UNIVERSITY OF CALIFORNIA M/C 1670 BERKELEY, CA 94720 TERRY ACKERMAN 207 CURRY BUILDING GREENSBORO, NC 27402 ALBERTO MAYDEU-OLIVARES PASEO DEL VAL DE HEBRON 171 BARCELONA, SP 08035 LUZ BAY 661 PENN ST SUITE B NEWTOWN, PA 18940 DAN BOLT 1025 WEST JOHNSON ST MADISON, WI 53706 CEES GLAS POB 217 ENSCHEDE, NL 7500AE MARIEKE TIMMERMAN GROTE KRUISSTRAAT 2/1 GRONINGEN, NL 9712TS FRANCIS TUERLINCKX TIENSESTRAAT 102 LEUVEN, BE 3000 MATHIAS VON DAVIER 660 ROSEDALE ROAD PRINCETON, NJ 08541 ANDERS SKRONDAL FOSSEFARET 2 OSLO, NO 373 ANDERS VAN DER ARK PO BOX 90153 TILBURG, NL 5000 LE IRINI MOUSTAKI HOUGHTON STREET LONDON, UK WC2A 2AE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADJUST BEGINNING BALANCE SHEET 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0515927
IRS990/TotalAssetsEOYAmt0583693
IRS990/TotalAssetsGrp/BOYAmt0515927
IRS990/TotalAssetsGrp/EOYAmt0583693
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt033495
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0817
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130098
IRS990/TotalFunctionalExpensesGrp/TotalAmt0130915
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0589
IRS990/TotalLiabilitiesEOYAmt025805
IRS990/TotalLiabilitiesGrp/BOYAmt0589
IRS990/TotalLiabilitiesGrp/EOYAmt025805
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0515338
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0557888
IRS990/TotalProgramServiceExpensesAmt0130098
IRS990/TotalProgramServiceRevenueAmt0139831
IRS990/TotalReportableCompFromOrgAmt03250
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0139970
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0173465
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0515927
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0583693
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0515338
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0557888
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.PSYCHOMETRIKA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN BOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06084432468
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PSYCHOMETRIC SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0PSYC
ReturnHeader/Filer/EIN0596169781
ReturnHeader/Filer/PhoneNum06084432468
ReturnHeader/Filer/USAddress/AddressLine1Txt02424 AMERICAN LANE
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260207169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DALE MILLER AND ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05700 MONONA DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537163135
ReturnHeader/PreparerPersonGrp/PhoneNum06082212332
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BLAIR BUTTERS
ReturnHeader/ReturnTs02015-05-08T14:10:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.88$0.30$7.58$4.34$4.11$0.22
2023Detailed filing. Detailed filing data is available for this year.$6.92$0.10$6.81$3.95$4.48$0.53
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.73$0.17$6.57$3.72$3.27$0.45
2021Detailed filing. Detailed filing data is available for this year.$7.23$0.09$7.15$2.09$1.59$0.51
2020Detailed filing. Detailed filing data is available for this year.$6.24$0.14$6.10$2.19$1.58$0.61
2019Summary only. Only limited summary data is available for this year.$5.47$0.14$5.33$3.54$3.79$0.25
2018Detailed filing. Detailed filing data is available for this year.$5.44$0.10$5.34$4.31$3.53$0.79
2017Detailed filing. Detailed filing data is available for this year.$4.88$0.12$4.76$4.11$3.92$0.19
2016Detailed filing. Detailed filing data is available for this year.$4.73$0.15$4.59$3.83$4.22$0.39
2015Detailed filing. Detailed filing data is available for this year.$5.06$0.08$4.98$4.51$5.11$0.60
2014Detailed filing. Detailed filing data is available for this year.$5.84$0.26$5.58$1.73$1.31$0.43
2013Summary only. Only limited summary data is available for this year.$5.16$0.01$5.15$2.31$1.91$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.74$4.74$1.82$1.56$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$0.00$4.48$1.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$0.00$4.29$1.08