Civic Intelligence

Psychometric Society Educational Testing Service

990 • Fiscal year 2015 • EIN 59-6169781

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 22, 2016

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

33rd percentile

0.02x

Higher debt load relative to assets than 33% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

35th percentile

0.02x

Higher debt load relative to revenue than 35% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Net Margin

10th percentile

-13%

Higher net margin than 10% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

39th percentile

$2,500

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Asset Growth

13th percentile

-13%

Faster asset growth than 13% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

160%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$506,058

Down $77,635 (-13%) from 2014

Net Assets

Down

$497,833

Down $60,055 (-11%) from 2014

Liabilities

Down

$8,225

Down $17,580 (-68%) from 2014

Revenue

Up

$450,783

Up $277,318 (+160%) from 2014

Expenses

Up

$510,838

Up $379,923 (+290%) from 2014

Net Income

Down

-$60,055

Down $102,605 (-241%) from 2014

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

2015

Assets$506,058
Liabilities$8,225
Net Assets$497,833

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

2015

Revenue$450,783
Expenses$510,838
Net Income-$60,055
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 22, 2016
Return Version
2015v2.1
Gross Receipts
$450,783
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$501,703$447,264▼ $54,439
Savings and Temporary Cash Investments$62,490$58,794▼ $3,696
Accounts Receivable$19,500--
Total Assets$583,693$506,058▼ $77,635
Liabilities
Deferred Revenue$25,680$8,155▼ $17,525
Other Liabilities$125$70▼ $55
Total Liabilities$25,805$8,225▼ $17,580
Net Assets / Fund Balance
Unrestricted Net Assets$557,888$497,833▼ $60,055
Total Net Assets Fund Balance$557,888$497,833▼ $60,055
Total Liabilities and Net Assets / Fund Balance$583,693$506,058▼ $77,635
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Luz BaySecretaryPT$2,500$2,500

Board Members and Trustees

NameTitle
Terry AckermanPresident
Anders SkrondalPresident-el
Anders Van Der ArkTrustee
Cees GlasTrustee
Francis TuerlinckxTrustee
Jimmy De La TorreTrustee
Li CaiTrustee
Mathias Von DavierTrustee
Irini MoustakiEditorial Co
Sophia Rabe-heskethPast Preside
Dan BoltTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$45,515
Program Service Revenue
$404,948
Investment Income
$140
Other Revenue
$180
Change in Net Assets
$-60,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$508,172
Salaries, Compensation, and Employee Benefits$2,666
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$42,553--$42,553
All Other Expenses$13,214--$13,214
Other Expenses$7,025--$7,025
Conferences and Meetings$6,847--$6,847
Current Officers, Directors, Trustees, and Key Employees$2,500--$2,500
Information Technology$758--$758
Fees for Services Accounting-$722-$722
Payroll Taxes$166--$166
Total Functional Expenses$510,116$722$0$510,838
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Payable$70
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

Terry ackerman 207 curry bldg greensboro, nc 27402-6170 anders skrondal po box 4404 nydalen oslo, no sophia rabe-hesketh univ of california berkeley berkeley, ca 94720-1670 luz bay 661 penn st suite b newtown, pa 18940 dan bolt 1025 west johnson st madison, wi 53706 francis tuerlinckx tiensestraat 102 leuven, be 3000 mathias von davier 660 rosedale road princeton, nj 08541 cees glas pob 217 enschede, nl 7500ae anders van der ark po box 90153 tilburg, nl 5000 le jimmy de la torre meng wah complex, rm 520 pokfulam rd hong kong, hk li cai 2022a moore hall los angeles, ca 90095 irini moustaki houghton st 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
2016-08-22

Organization Details

Principal Officer
Dan Bolt
Formed
1935
Legal Domicile
Nj
Voting Board Members
12
Independent Board Members
7
Employees
1

Preparer

Firm
Dale Miller and Associates Inc
Address
5700 MONONA DR, MADISON, WI 53716-3135
Preparer
Blair Butters
Phone
6082212332
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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/ExplanationTxt4TERRY ACKERMAN 207 CURRY BLDG GREENSBORO, NC 27402-6170 ANDERS SKRONDAL PO BOX 4404 NYDALEN OSLO, NO SOPHIA RABE-HESKETH UNIV OF CALIFORNIA BERKELEY BERKELEY, CA 94720-1670 LUZ BAY 661 PENN ST SUITE B NEWTOWN, PA 18940 DAN BOLT 1025 WEST JOHNSON ST MADISON, WI 53706 FRANCIS TUERLINCKX TIENSESTRAAT 102 LEUVEN, BE 3000 MATHIAS VON DAVIER 660 ROSEDALE ROAD PRINCETON, NJ 08541 CEES GLAS POB 217 ENSCHEDE, NL 7500AE ANDERS VAN DER ARK PO BOX 90153 TILBURG, NL 5000 LE JIMMY DE LA TORRE MENG WAH COMPLEX, RM 520 POKFULAM RD HONG KONG, HK LI CAI 2022A MOORE HALL LOS ANGELES, CA 90095 IRINI MOUSTAKI HOUGHTON ST 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.
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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
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01025 WEST JOHNSON ST
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053706
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IRS990/WebsiteAddressTxt0WWW.PSYCHOMETRIKA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN BOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06084432468
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PSYCHOMETRIC SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0PSYC
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ReturnHeader/Filer/PhoneNum06084432468
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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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/PreparationDt02016-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BLAIR BUTTERS
ReturnHeader/ReturnTs02016-08-25T13:18:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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