TRUMERIT: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TRUMERIT (EIN 23-2026352)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-30
- IRS object ID
- 202022129349300812
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-30T09:13:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233018514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNLAPSLK PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 HORIZON DRIVE SUITE 106 | AddressLine1Txt |
| City | CHALFONT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232026352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CGFNS INTERNATIONAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CGFN | BusinessNameControlTxt |
| Phone | 2152228454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MARKET STREET SUITE 400 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEO CLAYBOSS | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2152228454 | PhoneNum |
| Signature | 2020-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA L DAVIS | PreparerPersonNm |
| PTIN | P00163568 | PTIN |
| Phone | 2675943755 | PhoneNum |
| Preparation | 2020-07-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-21 | IPDt |
| IP Tm | 15:45:44 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 19EA033F242E681A4F82E1F469A8488A7368C7B7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CF998566F2869E5C655C9007AB5A5D133D1D71D4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FRANKLIN A SHAFFER CEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MARKET STREET SUITE 400 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,267,875 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CGFNS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO VALIDATE THE CREDENTIALS OF FOREIGN EDUCATED HEALTHCARE PROFESSIONALS TO HELP ENSURE PUBLIC SAFETY IN THE DELIVERY OF HEALTH CARE IN THE UNITED STATES AND CANADA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 221 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,372,999 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,452,707 | CYProgramServiceRevenueAmt |
| PY Investment Income | $553,429 | PYInvestmentIncomeAmt |
| CY Investment Income | $484,904 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,725 | PYOtherRevenueAmt |
| CY Other Revenue | $15,000 | CYOtherRevenueAmt |
| PY Total Revenue | $16,939,153 | PYTotalRevenueAmt |
| CY Total Revenue | $18,952,611 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,634,178 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,921,191 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,900,770 | PYOtherExpensesAmt |
| CY Other Expenses | $7,414,223 | CYOtherExpensesAmt |
| PY Total Expenses | $16,534,948 | PYTotalExpensesAmt |
| CY Total Expenses | $19,335,414 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $404,205 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$382,803 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,071,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,571,600 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,327,419 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,450,211 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,743,728 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,121,389 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IN RECOGNITION AND FULFILLMENT OF ITS CHARITABLE, EDUCATIONAL AND SCIENTIFIC MISSION AND TO HELP ENSURE THAT FOREIGN EDUCATED NURSES AND CERTAIN OTHER HEALTHCARE PROFESSIONALS WHO DESIRE TO GAIN EMPLOYMENT WITHIN THE U.S. AND CANADIAN HEALTHCARE DELIVERY SYSTEMS HAVE OBTAINED THE REQUIRED EDUCATION AND TRAINING, AND THEREBY HELPING TO ENSURE THE QUALITY OF HEALTHCARE PROVIDED IN THE U.S. AND CANADA, CGFNS INTERNATIONAL, INC. PROVIDES A NURSING KNOWLEDGE CERTIFICATION PROGRAM FOR FOREIGN EDUCATED NURSES, AND VARIOUS ASSESSMENT AND VERIFICATION SERVICES OF CREDENTIALS THAT ARE USED BY FEDERAL, STATE AND PROVINCIAL AGENCIES IN MAKING A DETERMINATION WHETHER TO PERMIT THOSE NURSES AND HEALTHCARE PROFESSIONALS TO BECOME ELIGIBLE FOR LICENSURE AND EMPLOYMENT WITHIN THE U.S. AND CANADIAN HEALTHCARE DELIVERY SYSTEMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,485,144 | ExpenseAmt |
| Revenue | $10,443,676 | RevenueAmt |
| Desc | VARIOUS CREDENTIALS EVALUATION SERVICES FOR FOREIGN HEALTHCARE PROFESSIONALS ARE PERFORMED THAT CONSIST OF AN EVALUATION OF FOREIGN LICENSURE AND FOREIGN ACADEMIC RECORDS IN TERMS OF U.S. COMPARABILITY AND/OR FOR AUTHENTICITY. DURING THE YEAR APPROXIMATELY 30,400 APPLICATIONS WERE REVIEWED AND ASSESSED AND 25,511 REPORTS WERE ISSUED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,405,405 | ExpenseAmt |
| Revenue | $4,899,095 | RevenueAmt |
| Desc | VISASCREEN CERTIFICATION IS PROVIDED UNDER A FEDERAL SCREENING PROGRAM FOR INTERNATIONAL HEALTHCARE PROFESSIONALS SEEKING A U.S. OCCUPATIONAL VISA THAT COMPRISE AN EDUCATIONAL ANALYSIS, LICENSURE VERIFICATION, AN ENGLISH PROFICIENCY ASSESSMENT, AND IN THE CASE OF NURSES, A TEST OF NURSING KNOWLEDGE. DURING THE YEAR APPROXIMATELY 9,600 APPLICATIONS WERE REVIEWED AND ASSESSED AND 8,160 CERTIFICATES WERE ISSUED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,018,686 | ExpenseAmt |
| Revenue | $2,614,634 | RevenueAmt |
| Desc | THE NATIONAL NURSING ASSESSMENT SERVICE IS A PROGRAM TO CREDENTIAL INTERNATIONALLY EDUCATED NURSES WHO SEEK EMPLOYMENT IN THE CANADIAN HEALTHCARE SYSTEM. THE CREDENTIALING UTILIZES CURRICULUM, COURSE SYLLABUS, AND OTHER DOCUMENTS, PRINCIPALLY FROM SOURCE EDUCATIONAL INSTITUTIONS AND AGENCIES, TO EVALUATE THE INTERNATIONALLY EDUCATED NURSE IN TERMS OF CANADIAN NURSING PRACTICE. DURING THE YEAR, APPROXIMATELY 4,300 APPLICATIONS WERE REVIEWED AND ASSESSED AND 4,322 REPORTS WERE ISSUED. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $961,575 | $482,802 | THE NURSING KNOWLEDGE CERTIFICATION PROGRAM CONSISTS OF A CREDENTIALS REVIEW, A TEST OF ENGLISH PROFICIENCY AND A TEST OF NURSING KNOWLEDGE (QUALIFYING EXAM). DURING THE YEAR APPROXIMATELY 900 APPLICATIONS WERE REVIEWED, 882 WERE ASSESSED AND QUALIFIED FOR THE TEST OF NURSING KNOWLEDGE, AND 144 CERTIFICATES WERE ISSUED TO SUCCESSFUL APPLICANTS. |
| $168,797 | $12,500 | CGFNS ALLIANCE FEESCERTIFICATION OF ETHICAL RECRUITER SERVICES ARE PROVIDED TO HELP ENSURE THAT INTERNATIONAL RECRUITMENT IS CONDUCTED IN A FAIR AND TRANSPARENT MANNER BY CERTIFYING RECRUITERS AND EMPLOYERS WHO ADHERE TO THE VOLUNTARY CODE OF ETHICAL CONDUCT FOR THE RECRUITMENT OF FOREIGN-EDUCATED HEALTH PROFESSIONALS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,130,372 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $495,302 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $14,039,607 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 221 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEO CLAYBOSS CHIEF FINANCIAL OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2152228454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MARKET ST SUITE 400 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LYNWOOD BROOKS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SR ROSEMARY DONLEY | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BARBARA GREEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CONNIE WHITE DELANEY | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRISTINE KOVNER | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JACK NEEDLEMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PENNY KAYE JENSEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE A FAIRMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLESANDRO STIEVANO | |||||||
| TRUSTEE (RESIGNED APRIL 2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY L VIDALE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA MARALDO | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LEO CLAYBOSS | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $245,094 | $0 | $15,871 | Yes (X) | ||
| FRANKLIN SHAFFER | |||||||
| PRESIDENT AND CEO | 40.00 | $417,973 | $0 | $133,677 | Yes (X) | ||
| JULIA TO DUTKA | |||||||
| STRATEGIST | 40.00 | $162,230 | $0 | $0 | Yes (X) | ||
| PETER PREZIOSI | |||||||
| CHIEF INNOVATION & BUSINES | 40.00 | $213,278 | $0 | $18,211 | Yes (X) | ||
| CAROL TUTTAS | |||||||
| CHIEF LEARNING OFFICER | 40.00 | $161,321 | $0 | $0 | Yes (X) | ||
| KEITH MILLER | |||||||
| CHIEF OF STAFF | 40.00 | $159,193 | $0 | $0 | Yes (X) | ||
| BRIAN CARROLL | |||||||
| CHIEF PROGRAMS OFFICER | 40.00 | $166,960 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,526,049 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $167,759 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| EIGEN X LLC | ||||||||||
| 170 N RADNOR CHESTER ROAD | RADNOR | PA | 19087 | INFORMATION TECHNOLOGY CONSULTING | $1,130,660 | |||||
| TRINISYS LLC | ||||||||||
| PO BOX 2212 | BRENTWOOD | TN | 37024 | INFORMATION TECHNOLOGY CONSULTING | $878,098 | |||||
| MONDO-ADDISON GROUP | ||||||||||
| 7076 SOLUTION CENTER | CHICAGO | IL | 60677 | INFORMATION TECHNOLOGY CONSULTING | $730,964 | |||||
| CANDORIS TECHNOLOGIES LLC | ||||||||||
| 475 N WEABER ST | ANNVILLE | PA | 17003 | INFORMATION TECHNOLOGY CONSULTING | $690,115 | |||||
| CUTTING EDGE OCEANIA PTY LTD | ||||||||||
| PROGRAM MANAGEMENT CONSULTING | $243,025 | PO BOX 370 | BANYO | QLD | AS | 4014 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CREDENTIALS EVAL. FEES | 541900 | $10,443,676 | $10,443,676 |
| VISASCREEN FEES | 541900 | $4,899,095 | $4,899,095 |
| NNAS PROGRAM FEES | 541900 | $2,614,634 | $2,614,634 |
| CERTIFICATION PROG FEES | 541900 | $482,802 | $482,802 |
| CGFNS ALLIANCE FEES | 541900 | $12,500 | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,452,707 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $369,051 | TotalRevenueColumnAmt |
| Exclusion | $369,051 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,431,117 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,315,264 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $115,853 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,853 | TotalRevenueColumnAmt |
| Exclusion | $115,853 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM DATA ANALYTICS REVENUE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $15,000 | TotalRevenueColumnAmt |
| Exclusion | $15,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,952,611 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,452,707 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $499,904 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,018 | TotalAmt |
| Program Services | $156,915 | ProgramServicesAmt |
| Management And General | $741,103 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,788,083 | TotalAmt |
| Program Services | $6,829,276 | ProgramServicesAmt |
| Management And General | $1,958,807 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,458,443 | TotalAmt |
| Program Services | $1,251,794 | ProgramServicesAmt |
| Management And General | $206,649 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776,647 | TotalAmt |
| Program Services | $606,872 | ProgramServicesAmt |
| Management And General | $169,775 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,282 | TotalAmt |
| Program Services | $108,425 | ProgramServicesAmt |
| Management And General | $125,857 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,650 | TotalAmt |
| Management And General | $33,650 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,856 | TotalAmt |
| Management And General | $40,856 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,126,376 | TotalAmt |
| Program Services | $1,311,365 | ProgramServicesAmt |
| Management And General | $815,011 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,670 | TotalAmt |
| Program Services | $7,813 | ProgramServicesAmt |
| Management And General | $117,857 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,531 | TotalAmt |
| Program Services | $471,250 | ProgramServicesAmt |
| Management And General | $195,281 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,940,543 | TotalAmt |
| Program Services | $1,925,726 | ProgramServicesAmt |
| Management And General | $14,817 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,098 | TotalAmt |
| Program Services | $153,558 | ProgramServicesAmt |
| Management And General | $91,540 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,051 | TotalAmt |
| Program Services | $78,077 | ProgramServicesAmt |
| Management And General | $370,974 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,911 | TotalAmt |
| Program Services | $8,769 | ProgramServicesAmt |
| Management And General | $81,142 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,903 | TotalAmt |
| Program Services | $331,520 | ProgramServicesAmt |
| Management And General | $168,383 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,773 | TotalAmt |
| Program Services | $116,202 | ProgramServicesAmt |
| Management And General | $62,571 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CREDIT CARD AND BANK FE | $476,726 | $464,721 | $12,005 |
| REPAIRS AND MAINTENANCE | $113,260 | $45,545 | $67,715 |
| TEST DEVELOPMENT AND AD | $108,139 | $108,139 | |
| EQUIPMENT LEASES SERVIC | $62,327 | $40,513 | $21,814 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,127 | TotalAmt |
| Program Services | $23,127 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,335,414 | TotalAmt |
| Program Services | $14,039,607 | ProgramServicesAmt |
| Management And General | $5,295,807 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800 | BOYAmt |
| EOY | $800 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,093,683 | BOYAmt |
| EOY | $12,422,381 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,305 | BOYAmt |
| EOY | $934,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,574,621 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,409,030 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,767,235 | BOYAmt |
| EOY | $5,165,591 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,809,124 | BOYAmt |
| EOY | $6,179,702 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $868,454 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,071,147 | BOYAmt |
| EOY | $25,571,600 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,493,309 | BOYAmt |
| EOY | $1,926,596 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,834,110 | BOYAmt |
| EOY | $10,523,615 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,327,419 | BOYAmt |
| EOY | $12,450,211 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,743,728 | BOYAmt |
| EOY | $13,121,389 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,743,728 | BOYAmt |
| EOY | $13,121,389 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,071,147 | BOYAmt |
| EOY | $25,571,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$382,803 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $760,464 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $21,602 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,000 | CurrentTaxYearMinus1YearAmt |
| Total | $56,902 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,646,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,597,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,086,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,372,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,452,707 | CurrentTaxYearAmt |
| Total | $72,156,654 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,646,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,619,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,121,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,373,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,452,707 | CurrentTaxYearAmt |
| Total | $72,213,556 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $72,213,556 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $242,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $280,746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $466,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $369,051 | CurrentTaxYearAmt |
| Total | $1,491,000 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $242,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $280,746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $466,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $369,051 | CurrentTaxYearAmt |
| Total | $1,491,000 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $37,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,000 | CurrentTaxYearAmt |
| Total | $75,674 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,888,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,789,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,413,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,851,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,836,758 | CurrentTaxYearAmt |
| Total | $73,780,230 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97880 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97700 | PublicSupportPY509Pct |
| Investment Income CY | 0.02020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02110 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,590,259 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,888,058 | DepreciationAmt |
| Book Value | $3,702,201 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,984,362 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,520,972 | DepreciationAmt |
| Book Value | $1,463,390 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,165,591 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,672,219 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $760,464 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $760,464 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,911,755 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $40,856 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $40,856 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,952,611 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,294,558 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,294,558 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $40,856 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $40,856 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,335,414 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CGFNS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2019. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 2 | PROGRAM SERVICES | ADMINISTER NURSING QUALIFYING EXAM AND EXPLORE NEW CREDENTIAL EVALUATION SERVICE OPPORTUNITIES | $108,603 |
| EUROPE | 0 | 2 | PROGRAM SERVICES | EXPLORE NEW CREDENTIAL EVALUATION SERVICE OPPORTUNITIES | $109,904 |
| NORTH AMERICA | 0 | 2 | PROGRAM SERVICES | EXPLORE NEW CREDENTIAL EVALUATION SERVICE OPPORTUNITIES | $369,101 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | EXPLORE NEW CREDENTIAL EVALUATION SERVICE OPPORTUNITIES. | $11,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $599,402 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $599,402 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEO CLAYBOSS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $241,863 | $0 | $33 | $0 | $3,198 | $0 | $4,950 | $0 | $10,921 | $0 | $260,965 | $0 | $0 | $0 |
| FRANKLIN SHAFFER | ||||||||||||||
| PRESIDENT AND CEO | $414,765 | $0 | $110 | $0 | $3,098 | $0 | $122,037 | $0 | $11,640 | $0 | $551,650 | $0 | $0 | $0 |
| JULIA TO DUTKA | ||||||||||||||
| STRATEGIST | $162,197 | $0 | $33 | $0 | $0 | $0 | $3,245 | $0 | $1,147 | $0 | $166,622 | $0 | $0 | $0 |
| PETER PREZIOSI | ||||||||||||||
| CHIEF INNOVATION & BUSINES | $212,929 | $0 | $33 | $0 | $316 | $0 | $4,289 | $0 | $13,922 | $0 | $231,489 | $0 | $0 | $0 |
| CAROL TUTTAS | ||||||||||||||
| CHIEF LEARNING OFFICER | $161,082 | $0 | $141 | $0 | $98 | $0 | $3,335 | $0 | $25,301 | $0 | $189,957 | $0 | $0 | $0 |
| KEITH MILLER | ||||||||||||||
| CHIEF OF STAFF | $158,962 | $0 | $33 | $0 | $198 | $0 | $3,348 | $0 | $34,946 | $0 | $197,487 | $0 | $0 | $0 |
| BRIAN CARROLL | ||||||||||||||
| CHIEF PROGRAMS OFFICER | $166,829 | $0 | $33 | $0 | $98 | $0 | $3,505 | $0 | $34,946 | $0 | $205,411 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | FRANKLIN SHAFFER - $113,700 DEFERRED IN A 457(F)PLAN IN 2019 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES DELEGATED TO THE AUDIT COMMITTEE THE RESPONSIBILITY TO REVIEW THE FORM 990 BEFORE IT IS FILED. EACH MEMBER OF THE AUDIT COMMITTEE REVIEWS THE DRAFT FORM 990 WHICH IS PREPARED UNDER THE DIRECTION OF THE ORGANIZATION'S CHIEF FINANCIAL OFFICER. THE AUDIT COMMITTEE THEN MEETS AS A GROUP TO DISCUSS THE DRAFT FORM 990. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO), THE CHIEF FINANCIAL OFFICER, CGFNS' INDEPENDENT AUDITOR, AND THE GENERAL COUNSEL ATTEND THE MEETING TO ANSWER QUESTIONS POSED BY MEMBERS OF THE AUDIT COMMITTEE. BASED UPON THEIR REVIEW AND ANSWERS TO ANY QUESTIONS POSED, THE AUDIT COMMITTEE MAY (OR MAY NOT) RECOMMEND THAT AMENDMENTS TO THE DRAFT FORM 990 BE MADE. THE DRAFT FORM 990 IS PROVIDED TO ALL TRUSTEES FOR THEIR REVIEW AND COMMENT VIA THE BOARD OF TRUSTEES' SECURE WEBSITE. AT THE NEXT SCHEDULED MEETING OF THE BOARD OF TRUSTEES, THE AUDIT COMMITTEE CHAIR REPORTS ON THE AUDIT COMMITTEE'S REVIEW OF THE DRAFT FORM 990 AND ANY AMENDMENTS RECOMMENDED BY THE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | PURSUANT TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, ON AN ANNUAL BASIS MEMBERS OF THE BOARD OF TRUSTEES AND THE CEO ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND SUBMIT IT TO THE BOARD CHAIR. ANY IDENTIFIED CONFLICTS ARE REVIEWED BY THE BOARD AND THE GENERAL COUNSEL AND APPROPRIATE ACTION IS TAKEN. APPROPRIATE ACTION MAY RANGE FROM REQUIRING THE TRUSTEE TO RECUSE HIMSELF OR HERSELF FROM ANY DISCUSSION AND VOTE CONCERNNG THE IDENTIFIED CONFLICT, UP TO AND INCLUDING REQUIRING THE TRUSTEE TO RESIGN FROM THE BOARD DUE TO THE IDENTIFIED CONFLICT. IF A CONFLICT ARISES DURING THE YEAR, THE TRUSTEE OR CEO IS REQUIRED TO CONTACT THE BOARD CHAIR AND THE GENERAL COUNSEL. IF REQUIRED, THE BOARD CHAIR MAY CALL AN EXECUTIVE COMMITTEE MEETING TO REVIEW THE IDENTIFIED CONFLICT, AND TAKE ANY REQUIRED ACTION. ALSO, AT EACH ORIENTATION OF NEW BOARD AND COMMITTEE MEMBERS AND ANNUALLY AT A BOARD OF TRUSTEES MEETING THE GENERAL COUNSEL MAKES A PRESENTATION CONCERNING THE CONFLICT OF INTEREST POLICY. OTHER OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE THE SAME CONFLICT OF INTEREST QUESTIONNAIRE AS THE BOARD MEMBERS AND SUBMIT IT TO THE CEO. IF CONFLICTS ARE IDENTIFIED DURING THE YEAR, THE OTHER OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO CONTACT THE CEO TO DISCUSS THE CONFLICT. THE CEO MAY CONSULT WITH THE GENERAL COUNSEL TO DETERMINE APPROPRIATE ACTION, RANGING FROM NO ACTION TO REQUIRING RESIGNATION FROM THE ORGANIZATION DUE TO THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A: DURING THE FOURTH QUARTER OF EACH YEAR, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES MEETS WITH THE CEO TO ESTABLISH ANNUAL PRIORITIES AND GOALS, BASED UPON THE STRATEGIC PLAN, FOR THE UPCOMING YEAR. THESE PRIORITIES AND GOALS ARE INCORPORATED INTO THE CEO'S INCENTIVE COMPENSATION. AN ANNUAL SELF-EVALUATION IS SUBMITTED BY CEO TO THE EXECUTIVE COMMITTEE DURING THE FIRST QUARTER OF THE YEAR THAT INCLUDES A MEASUREMENT OF ATTAINMENT OF THE PRIOR YEAR'S PRIORITIES AND GOALS. COMPARABILITIY COMPENSATION INFORMATION BASED UPON A SURVEY BY AN INDEPENDENT EXTERNAL CONSULTANT AND THE CEO'S CURRENT COMPENSATION ARE ALSO PROVIDED TO THE EXECUTIVE COMMITTEE. EACH MEMBER OF THE EXECUTIVE COMMITTEE REVIEWS THE INFORMATION PROVIDED AND THEN MEETS AS A COMMITTEE TO DISCUSS THE CEO'S SELF-EVALUATION, PERFORMANCE MEASURED AGAINST THE ESTABLISHED PRIORITIES AND GOALS, COMPARABILITY COMPENSATION INFORMATION, AND THE CEO'S CURRENT COMPENSATION. BASED UPON THEIR REVIEW, A RECOMMENDATION FOR AN INCENTIVE COMPENSATION AWARD AND AN ADJUSTMENT (OR NO ADJUSTMENT) TO THE CEO'S COMPENSATION IS MADE TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES ENTERTAINS THE EXECUTIVE COMMITTEE'S RECOMMENDATION AND TAKES BOARD ACTION THROUGH A VOTE. BASED UPON THAT VOTE, A LETTER IS DRAFTED BY THE SECRETARY OF THE BOARD OF TRUSTEES AND SENT TO THE HUMAN RESOURCES DIRECTOR INDICATING THE APPROVED ACTION BY THE BOARD OF TRUSTEES. ANY INCENTIVE COMPENSATION AWARDS OR ADJUSTMENTS TO THE CEO'S COMPENSATION ARE MADE AT THAT TIME. LINE 15B: THROUGH THE BUDGET PROCESS AN AGGREGATE SALARY ADJUSTMENT IS APPROVED BY THE BOARD OF TRUSTEES FOR THE OTHER OFFICERS AND KEY EMPLOYEES, AS WELL AS FOR ALL OTHER EMPLOYEES. BIANNUALLY, THE HUMAN RESOURCE DIRECTOR REVIEWS COMPENSATION, JOB DESCRIPTIONS AND GRADE LEVELS IN ORDER TO ESTABLISH CURRENCY AND COMPETITIVENESS IN THE MARKETPLACE. SALARY SURVEY DATA IS OBTAINED FROM SEVERAL SOURCES ON AN ANNUAL BASIS. PERIODICALLY A SALARY SURVEY IS CONDUCTED BY AN OUTSIDE CONSULTANT. |
| FORM 990, PART VI, SECTION C, LINE 19 | CGFNS IS REGISTERED WITH THE COMMONWEALTH OF PENNSYLVANIA TO SOLICIT CONTRIBUTIONS AND ACCORDINGLY, THE ORGANIZATION IS REQUIRED TO MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION MAY CHARGE A SMALL FEE TO COVER THE COST OF COPYING AND MAILING THE FINANCIAL STATEMENTS. AT THIS TIME THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC BECAUSE THE LAW DOES NOT REQUIRE THEM TO BE MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | CONTRACT EMPLOYEES: PROGRAM SERVICE EXPENSES 1,186,545. MANAGEMENT AND GENERAL EXPENSES 410,845. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,597,390. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19,104. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,104. OTHER FEES: PROGRAM SERVICE EXPENSES 124,820. MANAGEMENT AND GENERAL EXPENSES 300,062. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 424,882. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 85,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,000. |
| PART XII, LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| PART V, LINE 7G AND 7H | CGFNS INTERNATIONAL DID NOT RECEIVE ANY CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY OR ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES AND OTHER VEHICLES. THEREFORE, THE ORGANIZATION IS NOT SUBJECT TO THE FILING REQUIREMENTS FOR THESE TYPES OF CONTRIBUTIONS. |
| SCHEDULE F, PART I, LINE 1 | CGFNS INTERNATIONAL DOES NOT GIVE GRANTS OR ASSISTANCE, THEREFORE THIS QUESTION IS NOT APPLICABLE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL CENTER FOR NURSE MIGRATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MARKET STREET SUITE 400 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | GLOBAL RESOURCE FOR INFORMATION ON NURSE MIGRATION | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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