Civic Intelligence

Psychometric Society Educational Testing Service

990 • Fiscal year 2022 • EIN 59-6169781

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 31, 2023

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

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

47th percentile

0.04x

Higher debt load relative to revenue than 47% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Asset Growth

28th percentile

-6.9%

Faster asset growth than 28% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

78%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$673,487

Down $49,929 (-6.9%) from 2021

Net Assets

Down

$656,837

Down $57,744 (-8.1%) from 2021

Liabilities

Up

$16,650

Up $7,815 (+88%) from 2021

Revenue

Up

$372,044

Up $162,646 (+78%) from 2021

Expenses

Up

$327,299

Up $168,657 (+106%) from 2021

Net Income

Down

$44,745

Down $6,011 (-12%) from 2021

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

2022

Assets$673,487
Liabilities$16,650
Net Assets$656,837

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

2022

Revenue$372,044
Expenses$327,299
Net Income$44,745
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$372,044
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$291,059$331,779▲ $40,720
Investments in Publicly Traded Securities$406,757$305,458▼ $101,299
Prepaid Expenses and Deferred Charges$25,600$36,250▲ $10,650
Total Assets$723,416$673,487▼ $49,929
Liabilities
Deferred Revenue$8,835$16,650▲ $7,815
Total Liabilities$8,835$16,650▲ $7,815
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$714,581$656,837▼ $57,744
Total Net Assets Fund Balance$714,581$656,837▼ $57,744
Total Liabilities and Net Assets / Fund Balance$723,416$673,487▼ $49,929
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeff DouglasPresident
David KaplanPresident-el
Duantil YanTrustee
Jean-paul FoxTrustee
Jimmy De La TorreTrustee
Minjeong JeonTrustee
Irini MoustakePast Preside
Carolyn AndersonSecretary
Edgar MerkleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,525
Program Service Revenue
$364,826
Investment Income
$4,693
Other Revenue
$0
All Other Contributions
$2,525
Change in Net Assets
$44,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$320,799
Grants and Similar Amounts Paid$6,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$94,440--$94,440
Travel$23,062--$23,062
Information Technology$9,126--$9,126
All Other Expenses$6,342--$6,342
Foreign Grants$4,500--$4,500
Other Expenses$3,780--$3,780
Fees for Service Investment Mgmnt Fees-$3,503-$3,503
Grants to Domestic Individuals$2,000--$2,000
Insurance-$1,570-$1,570
Fees for Services Accounting-$731-$731
Occupancy$476--$476
Office Expenses$397--$397
Total Functional Expenses$321,495$5,804$0$327,299
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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

Jeff douglas 1310 s sixth st mc 708 champaign, il 61820 david kaplan 1084 educational sciences madison, wi 53706-1706 edgar merkle 28a mcalester hall columbia, mo 65211 carolyn anderson 1310 s sixth st mc 708 champaign, il 61820 irini moustake houghton street london, . Wc2a 2ae jean-paul fox drienerlolaan 5 ensched, . 7522 nb jimmy de la torre rm 520 meng wah complex hong kong, hk minjeong jeon 405 hilgard ave los angeles, ca 90095 duantil yan 660 rosedale rd princeton, nj 08541

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
Edgar Merkle
Title
Treasurer
Phone
6084432468
Signed
2023-10-31

Organization Details

Principal Officer
Edgar Merkle
Formed
1935
Legal Domicile
Nj
Voting Board Members
9
Independent Board Members
9
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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0197757
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0218355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0780938
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04693
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020069
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97510
IRS990ScheduleA/PublicSupportPY509Pct00.96460
IRS990ScheduleA/PublicSupportTotal509Amt0786691
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0367351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0200384
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0218956
IRS990ScheduleA/Total509Grp/TotalAmt0786691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0372044
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0209398
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0225318
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0806760
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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/ExplanationTxt4JEFF DOUGLAS 1310 S SIXTH ST MC 708 CHAMPAIGN, IL 61820 DAVID KAPLAN 1084 EDUCATIONAL SCIENCES MADISON, WI 53706-1706 EDGAR MERKLE 28A MCALESTER HALL COLUMBIA, MO 65211 CAROLYN ANDERSON 1310 S SIXTH ST MC 708 CHAMPAIGN, IL 61820 IRINI MOUSTAKE HOUGHTON STREET LONDON, . WC2A 2AE JEAN-PAUL FOX DRIENERLOLAAN 5 ENSCHED, . 7522 NB JIMMY DE LA TORRE RM 520 MENG WAH COMPLEX HONG KONG, HK MINJEONG JEON 405 HILGARD AVE LOS ANGELES, CA 90095 DUANTIL YAN 660 ROSEDALE RD PRINCETON, NJ 08541
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0723416
IRS990/TotalAssetsEOYAmt0673487
IRS990/TotalAssetsGrp/BOYAmt0723416
IRS990/TotalAssetsGrp/EOYAmt0673487
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02525
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05804
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0321495
IRS990/TotalFunctionalExpensesGrp/TotalAmt0327299
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08835
IRS990/TotalLiabilitiesEOYAmt016650
IRS990/TotalLiabilitiesGrp/BOYAmt08835
IRS990/TotalLiabilitiesGrp/EOYAmt016650
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0714581
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0656837
IRS990/TotalProgramServiceExpensesAmt0321495
IRS990/TotalProgramServiceRevenueAmt0364826
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0369519
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0372044
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0723416
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0673487
IRS990/TravelGrp/ProgramServicesAmt023062
IRS990/TravelGrp/TotalAmt023062
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt028A MCALESTER HALL
IRS990/USAddress/CityNm0COLUMBIA
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd065211
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.PSYCHOMETRIKA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EDGAR MERKLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06084432468
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-31
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BLAIR J BUTTERS
ReturnHeader/ReturnTs02023-11-01T12:37:11-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDGAR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MERKLE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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