Civic Intelligence

Psychometric Society Educational Testing Service

990 • Fiscal year 2018 • EIN 59-6169781

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 07, 2019

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

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Net Margin

84th percentile

18%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$4,000

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

5.0%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$543,553

Up $55,905 (+11%) from 2017

Net Assets

Up

$533,633

Up $57,495 (+12%) from 2017

Liabilities

Down

$9,920

Down $1,590 (-14%) from 2017

Revenue

Up

$431,458

Up $20,719 (+5.0%) from 2017

Expenses

Down

$352,784

Down $39,377 (-10%) from 2017

Net Income

Up

$78,674

Up $60,096 (+323%) from 2017

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

2018

Assets$543,553
Liabilities$9,920
Net Assets$533,633

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

2018

Revenue$431,458
Expenses$352,784
Net Income$78,674
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 7, 2019
Return Version
2018v3.1
Gross Receipts
$431,458
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
Investments in Publicly Traded Securities$303,068$292,284▼ $10,784
Cash and Non-Interest-Bearing Accounts$134,295$237,817▲ $103,522
Accounts Receivable$27,491--
Prepaid Expenses and Deferred Charges$22,794$13,452▼ $9,342
Total Assets$487,648$543,553▲ $55,905
Liabilities
Deferred Revenue$11,510$9,920▼ $1,590
Total Liabilities$11,510$9,920▼ $1,590
Net Assets / Fund Balance
Unrestricted Net Assets$476,138$533,633▲ $57,495
Total Net Assets Fund Balance$476,138$533,633▲ $57,495
Total Liabilities and Net Assets / Fund Balance$487,648$543,553▲ $55,905
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Edward IpTrusteePT$4,000$4,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$419,938
Investment Income
$11,520
Other Revenue
$0
Change in Net Assets
$78,674
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$350,898
Grants and Similar Amounts Paid$1,886
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$80,575--$80,575
Conferences and Meetings$17,265--$17,265
Information Technology$2,231--$2,231
Travel$2,082--$2,082
Grants to Domestic Individuals$1,886--$1,886
Fees for Service Investment Mgmnt Fees-$1,125-$1,125
Other Expenses$852--$852
Fees for Services Accounting-$624-$624
All Other Expenses$105--$105
Total Functional Expenses$351,035$1,749$0$352,784
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
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

Francis tuerlinckx ku leuven leuven, be 3000 dan bolt 1025 west johnson st madison, wi 53706 matthew johnson 525 w 120th st new york, ny 10027 carolyn anderson 1310 s sixth st mc 708 champaign, il 61820 cees glas pob 217 enschede, nl 7500ae katrijn van deun prof cobbenhagenlaan 225 tilburg, nl 5037 db edward ip wake forest university winston salem, nc 27157 marieke timmerman grote kruisstraat 2/1 groningen, nl 9712ts steven culpepper 1310 s sixth st mc708 champaign, il 61820 victoria savalei 2136 w mall vancouver, ca v6t 124 sophia rabe-hseketh 3659 tolman hall berkley, ca 94720

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
President Elect
Phone
6084432468
Signed
2019-10-07

Organization Details

Principal Officer
Dan Bolt
Formed
1935
Legal Domicile
Nj
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Dale Miller and Associates Inc
Address
5700 MONONA DR, MADISON, WI 53716-3135
Preparer
Blair J Butters
Phone
6082212332
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IRS990/ProgSrvcAccomActy2Grp/Desc0IN ADDITION TO THE JOURNAL, THE SOCIETY CONDUCTS AN ANNUAL MEETING. THIS MEETING PROVIDES A RESEARCH FORUM FOR CONTRIBUTED PAPERS ON CURRENT ISSUES RELEVANT TO THE FIELD OF PSYCHOMETRICS. THE SOCIETY HELD ITS 2018 ANNUAL MEETING FROM JULY 10-13 IN NEW YORK, NEW YORK.
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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/ExplanationTxt4FRANCIS TUERLINCKX KU LEUVEN LEUVEN, BE 3000 DAN BOLT 1025 WEST JOHNSON ST MADISON, WI 53706 MATTHEW JOHNSON 525 W 120TH ST NEW YORK, NY 10027 CAROLYN ANDERSON 1310 S SIXTH ST MC 708 CHAMPAIGN, IL 61820 CEES GLAS POB 217 ENSCHEDE, NL 7500AE KATRIJN VAN DEUN PROF COBBENHAGENLAAN 225 TILBURG, NL 5037 DB EDWARD IP WAKE FOREST UNIVERSITY WINSTON SALEM, NC 27157 MARIEKE TIMMERMAN GROTE KRUISSTRAAT 2/1 GRONINGEN, NL 9712TS STEVEN CULPEPPER 1310 S SIXTH ST MC708 CHAMPAIGN, IL 61820 VICTORIA SAVALEI 2136 W MALL VANCOUVER, CA V6T 124 SOPHIA RABE-HSEKETH 3659 TOLMAN HALL BERKLEY, CA 94720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE.
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
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0351035
IRS990/TotalFunctionalExpensesGrp/TotalAmt0352784
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011510
IRS990/TotalLiabilitiesEOYAmt09920
IRS990/TotalLiabilitiesGrp/BOYAmt011510
IRS990/TotalLiabilitiesGrp/EOYAmt09920
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0476138
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0533633
IRS990/TotalProgramServiceExpensesAmt0351035
IRS990/TotalProgramServiceRevenueAmt0419938
IRS990/TotalReportableCompFromOrgAmt04000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0431458
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0431458
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0487648
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0543553
IRS990/TravelGrp/ProgramServicesAmt02082
IRS990/TravelGrp/TotalAmt02082
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0476138
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0533633
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01025 WEST JOHNSON ST
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053706
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.PSYCHOMETRIKA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN BOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum06084432468
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-07
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A58F0FE42E2127AE02623BDD26EB496A8A47045B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId068AB8EC89947133E2CCE0D1FDCF7C04B5F1B490B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.49.21.102
ReturnHeader/FilingSecurityInformation/IPDt02019-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:19:05
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/PreparationDt02019-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BLAIR J BUTTERS
ReturnHeader/ReturnTs02019-10-09T17:19:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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