AMERICAN SOCIETY FOR QUALITY INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN SOCIETY FOR QUALITY INC (EIN 39-0912502)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-14
- IRS object ID
- 201822269349300712
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T12:12:51-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390912502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN SOCIETY FOR QUALITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 4142728575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N PLANKINTON AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM TROY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4142728575 | PhoneNum |
| Signature | 2018-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY E MARINE CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2018-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM J TROY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N PLANKINTON AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,249,360 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASQ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO INCREASE THE USE AND IMPACT OF QUALITY IN RESPONSE TO THE DIVERSE NEEDS OF THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 193 | TotalEmployeeCnt |
| Total Volunteers | 3100 | TotalVolunteersCnt |
| Total Gross UBI | $708,883 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $263,819 | PYContributionsGrantsAmt |
| CY Contributions Grants | $269,236 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,046,950 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,979,830 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,364,949 | PYInvestmentIncomeAmt |
| CY Investment Income | $607,471 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,835,969 | PYOtherRevenueAmt |
| CY Other Revenue | $2,055,643 | CYOtherRevenueAmt |
| PY Total Revenue | $43,511,687 | PYTotalRevenueAmt |
| CY Total Revenue | $40,912,180 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,698,663 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,936,685 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,159,048 | PYOtherExpensesAmt |
| CY Other Expenses | $27,961,893 | CYOtherExpensesAmt |
| PY Total Expenses | $45,887,711 | PYTotalExpensesAmt |
| CY Total Expenses | $41,913,578 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,376,024 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,001,398 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,688,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,947,509 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,706,202 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,847,187 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,982,117 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,100,322 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INCREASE THE USE AND IMPACT OF QUALITY IN RESPONSE TO THE DIVERSE NEEDS OF THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,635,482 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Revenue | $39,096,334 | RevenueAmt |
| Desc | ASQ IS A NOT-FOR-PROFIT PROFESSIONAL SOCIETY FORMED TO SUPPORT INDIVIDUALS AND ORGANIZATIONS IN THEIR PURSUIT OF QUALITY PRACTICES AND PERFORMANCE EXCELLENCE BY PROVIDING THOUGHT LEADERSHIP, TRAINING, AND KNOWLEDGE RESOURCES. ACTIVITIES INCLUDE DEVELOPING QUALITY TOOLS, TRAINING AND TECHNICAL CERTIFICATION; PUBLICATIONS; AND, CONFERENCES AND FORUMS FOR QUALITY PRACTITIONERS. | Desc |
| Total Program Service Expenses | $26,635,482 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 337 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 193 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM J TROY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4147658789 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N PLANKINTON AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| WILLIAM TROY | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $341,890 | $0 | $32,136 | ||
| PATRICIA LA LONDE | ||||||||
| PAST CHAIR | 1.00 | Yes (X) | $5,200 | $0 | $0 | |||
| ERIC HAYLER | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| FRANCISCO LOPEZ | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELMER CORBIN | ||||||||
| CHAIR-ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNY SCHAEFER | ||||||||
| BOARD ADMINISTRATOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD BRECKEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANN STERNKE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM CREIMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK MOYER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER CRAWFORD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LEVY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SYLVESTER NEWTON JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUNIL THAWANI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AUSTIN LIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIELLA PICCIOTTI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLEN WONG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HA DAO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LUIS MORALES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $235 | $0 | $0 | |||
| RAUL MOLTENI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN VANDENBEMDEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $4,800 | $0 | $0 | |||
| BARRIE SIMPSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDSEY LINDER | ||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.00 | Yes (X) | $150,679 | $0 | $13,746 | |||
| BRIAN SAVOIE | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $155,002 | $0 | $13,954 | |||
| KALLEEN BRUCH EXECUTIVE DIRECTOR | ||||||||
| STRATETGY AND OPERATIONAL EXCELLENCE | 40.00 | Yes (X) | $152,311 | $0 | $24,960 | |||
| RICHARD PALMERSHEIM | ||||||||
| CHIEF STRATEGY OFFICER | 40.00 | Yes (X) | $179,793 | $0 | $11,263 | |||
| SHONTRA POWELL | ||||||||
| CHIEF OPERATING OFFICER THRU 4/30/17 | 40.00 | Yes (X) | $207,035 | $0 | $5,237 | |||
| LYNELLE KORTE EXECUTIVE DIRECTOR | ||||||||
| ORGANIZATIONAL SOLUTIONS | 40.00 | Yes (X) | $156,882 | $0 | $12,643 | |||
| JAMES TEMPLIN EXECUTIVE DIRECTOR | ||||||||
| INDIVIDUAL MEMBERSHIP SOLUTIONS | 40.00 | Yes (X) | $163,702 | $0 | $5,133 | |||
| CATHERINE JORDAN | ||||||||
| GENERAL COUNSEL | 40.00 | Yes (X) | $68,396 | $0 | $486 | |||
| CRAIG WALKER | ||||||||
| DIRECTOR, INFORMATION TECHNOLOGY | 40.00 | $119,115 | $0 | $874 | Yes (X) | |||
| MICHAEL BRYNES | ||||||||
| DIRECTOR, PRODUCTS | 40.00 | $139,887 | $0 | $12,203 | Yes (X) | |||
| ROBERT WATTERS | ||||||||
| DIRECTOR, PRODUCTS | 40.00 | $131,351 | $0 | $14,400 | Yes (X) | |||
| DAVID PIONTEK DIRECTOR OF | ||||||||
| COMMUNICATIONS AND CREATIVE SERVICES | 40.00 | $132,471 | $0 | $9,220 | Yes (X) | |||
| ZHONGCHENG WEI | ||||||||
| IT ARCHITECT | 40.00 | $106,346 | $0 | $9,356 | Yes (X) | |||
| BRIAN LEHOUILIER EXECUTIVE DIRECTOR | ||||||||
| COMMUNITIES, THROUGH 12/31/16 | 0.00 | $99,467 | $0 | $295 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,314,562 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $165,906 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| MORESTEAMCOM LLC | |||||
| 9976 BREWSTER LANE | POWELL | OH | 43065 | INSTRUCTOR FEES | $686,725 |
| DEKRA AQS SOLUTIONS INC | |||||
| 2167 NORTHDALE BOULEVARD | MINNEAPOLIS | MN | 55433 | INSTRUCTOR FEES | $585,954 |
| QUALITY WBT CENTER FOR EDUCATION | |||||
| 14 BALD EAGLE ROAD | LAKE WYLIE | SC | 29710 | INSTRUCTOR FEES | $403,239 |
| NEW EDGE INC | |||||
| 1350 SPAULDING AVE | RICHLAND | WA | 99352 | CONSULTING | $254,942 |
| NAYLOR LLC | |||||
| PO BOX 677251 | DALLAS | TX | 75267 | ADVERTISING | $241,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $269,236 | AllOtherContributionsAmt |
| Total Contributions | $269,236 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TRAINING | 611600 | $12,315,732 | $12,315,732 |
| MEMBERSHIP DUES | 900099 | $11,225,623 | $11,225,623 |
| CERTIFICATION | 900099 | $6,084,326 | $6,084,326 |
| CONFERENCES | 900099 | $4,344,497 | $4,344,497 |
| ROYALTIES AND LICENSING | 900099 | $2,073,212 | $2,073,212 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,936,440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,227,557 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $708,883 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,979,830 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $316,281 | TotalRevenueColumnAmt |
| Exclusion | $316,281 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $230,256 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $230,256 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,256 | TotalRevenueColumnAmt |
| Exclusion | $230,256 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,865,755 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,574,565 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $291,190 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $291,190 | TotalRevenueColumnAmt |
| Exclusion | $291,190 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,588,002 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,762,615 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,825,387 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,825,387 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,912,180 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,096,334 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $708,883 | UnrelatedBusinessRevenueAmt |
| Exclusion | $837,727 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Program Services | $7,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Program Services | $7,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,796,418 | TotalAmt |
| Management And General | $2,796,418 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,494,956 | TotalAmt |
| Program Services | $6,716,789 | ProgramServicesAmt |
| Management And General | $1,778,167 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,854,511 | TotalAmt |
| Program Services | $1,202,421 | ProgramServicesAmt |
| Management And General | $652,090 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $790,800 | TotalAmt |
| Management And General | $790,800 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,297 | TotalAmt |
| Program Services | $17,015 | ProgramServicesAmt |
| Management And General | $94,282 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,107 | TotalAmt |
| Management And General | $125,107 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,354,521 | TotalAmt |
| Program Services | $2,310,975 | ProgramServicesAmt |
| Management And General | $2,043,546 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,273,852 | TotalAmt |
| Program Services | $700,931 | ProgramServicesAmt |
| Management And General | $1,572,921 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,035,914 | TotalAmt |
| Program Services | $1,590,871 | ProgramServicesAmt |
| Management And General | $445,043 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,488,187 | TotalAmt |
| Program Services | $3,304,990 | ProgramServicesAmt |
| Management And General | $183,197 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,290 | TotalAmt |
| Management And General | $275,290 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,260,556 | TotalAmt |
| Program Services | $117,065 | ProgramServicesAmt |
| Management And General | $1,143,491 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACT & PROFESSIONAL | $9,196,197 | $6,230,613 | $2,965,584 |
| PARTNER PAYMENTS | $3,025,759 | $2,841,242 | $184,517 |
| OTHER | $877,155 | $660,157 | $216,998 |
| PERSONNEL | $776,640 | $773,708 | $2,932 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,418 | TotalAmt |
| Program Services | $153,705 | ProgramServicesAmt |
| Management And General | $7,713 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,913,578 | TotalAmt |
| Program Services | $26,635,482 | ProgramServicesAmt |
| Management And General | $15,278,096 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,274,549 | BOYAmt |
| EOY | $7,494,824 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,026,314 | BOYAmt |
| EOY | $893,855 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,299,359 | BOYAmt |
| EOY | $2,618,660 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,297 | BOYAmt |
| EOY | $122,790 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,814 | BOYAmt |
| EOY | $447,490 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,742 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $33,836,739 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,955,659 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,114,096 | BOYAmt |
| EOY | $14,881,080 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,015,266 | BOYAmt |
| EOY | $22,305,122 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,939,882 | BOYAmt |
| EOY | $3,183,688 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,688,319 | BOYAmt |
| EOY | $51,947,509 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,925,398 | BOYAmt |
| EOY | $5,456,748 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,463,286 | BOYAmt |
| EOY | $8,498,503 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,175,506 | BOYAmt |
| EOY | $12,887,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,012 | BOYAmt |
| EOY | $4,936 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,706,202 | BOYAmt |
| EOY | $26,847,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,982,117 | BOYAmt |
| EOY | $25,100,322 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,982,117 | BOYAmt |
| EOY | $25,100,322 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,688,319 | BOYAmt |
| EOY | $51,947,509 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,001,398 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,119,603 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 Minus4 Years | $137,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $266,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $269,236 | CurrentTaxYearAmt |
| Total | $1,133,570 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,035,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,635,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,123,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,126,807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,839,610 | CurrentTaxYearAmt |
| Total | $204,760,455 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,172,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,832,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,389,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,390,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,108,846 | CurrentTaxYearAmt |
| Total | $205,894,025 | 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 | $205,894,025 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,347,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $713,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,496,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $897,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $546,537 | CurrentTaxYearAmt |
| Total | $5,002,400 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,347,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $713,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,496,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $897,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $546,537 | CurrentTaxYearAmt |
| Total | $5,002,400 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $273,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $197,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,019,339 | CurrentTaxYearAmt |
| Total | $1,490,647 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,520,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,546,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,160,338 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,485,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,674,722 | CurrentTaxYearAmt |
| Total | $212,387,072 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97240 | PublicSupportPY509Pct |
| Investment Income CY | 0.02360 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02540 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,804,788 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,469,806 | DepreciationAmt |
| Book Value | $9,334,982 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,038,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,341,239 | DepreciationAmt |
| Book Value | $4,697,040 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,993,672 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,144,614 | DepreciationAmt |
| Book Value | $849,058 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,881,080 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER NONCURRENT ASSETS | $227,341 |
| OTHER CURRENT ASSETS | $873,493 |
| ANAB (50 PERCENT INVESTMENT) | $2,055,589 |
| TECHNOMETRICS (40 PERCENT INVESTMENT) | $27,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,183,688 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $4,936 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,936 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. ASQ CHINA, LLC, ASQ MEXICO, LLC, AND ASQ INDIA WERE FORMED AS SINGLE MEMBER LIMITED LIABILITY COMPANIES ARE DISREGARDED ENTITIES FOR INCOME TAX PURPOSES. AS SUCH, THEIR OPERATIONS ARE INCLUDED IN THE FEDERAL AND STATE TAX RETURNS OF ITS PARENT, THE SOCIETY. KUALITE WAS INCORPORATED IN CHINA AS A FOR-PROFIT ENTERPRISE AND IS SUBJECT TO THE TAX LAWS OF THE PEOPLE'S REPUBLIC OF CHINA. DURING THE YEARS ENDING DECEMBER 31, 2017 AND 2016, KUALITE PAID INCOME TAX OF APPROXIMATELY $60,000 AND $48,000, RESPECTIVELY. EXEMPLAR GLOBAL HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES. ASQ ANALYZED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASQ DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2017 AND 2016. | 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 | 1 | 7 | PROGRAM SERVICES | QUALITY CONTROL | $1,034,469 |
| NORTH AMERICA | 1 | 5 | PROGRAM SERVICES | QUALITY CONTROL | $699,269 |
| SOUTH ASIA | 0 | 7 | PROGRAM SERVICES | QUALITY CONTROL | $729,110 |
| SOUTH AMERICA | 1 | 0 | PROGRAM SERVICES | QUALITY CONTROL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 19 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Subtotal Spent | $2,462,848 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,462,848 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENN STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 SHIELDS BUILDING | AddressLine1Txt |
| City | UNIVERSITY PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 246000376 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $7,500 | CashGrantAmt |
| Purpose Of Grant | SCHOLARSHIP | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $7,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS AND ASSISTANCE ARE GIVEN TO 501C3 ORGANIZATIONS FOR GENERAL STUDENT SCHOLARSHIP PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM TROY | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $341,890 | $0 | $0 | $0 | $0 | $0 | $21,600 | $0 | $10,536 | $0 | $374,026 | $0 | $0 | $0 |
| LINDSEY LINDER | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $150,679 | $0 | $0 | $0 | $0 | $0 | $12,434 | $0 | $1,312 | $0 | $164,425 | $0 | $0 | $0 |
| BRIAN SAVOIE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $155,002 | $0 | $0 | $0 | $0 | $0 | $9,262 | $0 | $4,692 | $0 | $168,956 | $0 | $0 | $0 |
| KALLEEN BRUCH EXECUTIVE DIRECTOR | ||||||||||||||
| STRATETGY AND OPERATIONAL EXCELLENCE | $152,192 | $0 | $0 | $0 | $119 | $0 | $10,745 | $0 | $14,215 | $0 | $177,271 | $0 | $0 | $0 |
| RICHARD PALMERSHEIM | ||||||||||||||
| CHIEF STRATEGY OFFICER | $154,793 | $0 | $25,000 | $0 | $0 | $0 | $7,637 | $0 | $3,626 | $0 | $191,056 | $0 | $0 | $0 |
| SHONTRA POWELL | ||||||||||||||
| CHIEF OPERATING OFFICER THRU 4/30/17 | $71,885 | $0 | $0 | $0 | $135,150 | $0 | $3,703 | $0 | $1,534 | $0 | $212,272 | $0 | $0 | $0 |
| LYNELLE KORTE EXECUTIVE DIRECTOR | ||||||||||||||
| ORGANIZATIONAL SOLUTIONS | $152,173 | $0 | $4,635 | $0 | $74 | $0 | $7,981 | $0 | $4,662 | $0 | $169,525 | $0 | $0 | $0 |
| JAMES TEMPLIN EXECUTIVE DIRECTOR | ||||||||||||||
| INDIVIDUAL MEMBERSHIP SOLUTIONS | $163,702 | $0 | $0 | $0 | $0 | $0 | $2,769 | $0 | $2,364 | $0 | $168,835 | $0 | $0 | $0 |
| MICHAEL BRYNES | ||||||||||||||
| DIRECTOR, PRODUCTS | $139,887 | $0 | $0 | $0 | $0 | $0 | $11,295 | $0 | $908 | $0 | $152,090 | $0 | $0 | $0 |
| BRIAN LEHOUILIER EXECUTIVE DIRECTOR | ||||||||||||||
| COMMUNITIES, THROUGH 12/31/16 | $3,684 | $0 | $0 | $0 | $95,783 | $0 | $295 | $0 | $0 | $0 | $99,762 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2017: BRIAN LEHOUILLIER - $95,783.09 SHONTRA POWELL - $135,136.00 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE NOVEMBER BYLAW EDIT RESCINDED ONE LINE OF THE INDIVIDUAL MEMBERSHIP ARTICLE THAT APPLIED TO THE CREATION OF MEMBER UNITS. THIS LINE WAS "BOARD MODIFIABLE" (NOT REQUIRING A MEMBERSHIP VOTE) AND PERTAINED TO THE MEMBER UNIT CREATION PROCESS, WHICH NOW WILL BE OUTLINED IN NEW POLICIES AS PART OF MEMBER UNIT TRANSFORMATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS SOCIETY MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS MEMBERS THAT MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | CHANGES TO CERTAIN SECTIONS OF THE BYLAWS AND ELECTION TO THE BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL BY VOTING MEMBERS. THE BOARD IS ALSO RESPONSIBLE FOR APPROVAL OF THE BUSINESS PLAN AND BUDGET AND OTHER ITEMS AS SPECIFIED IN THE SOCIETY'S POLICIES AND PROCEDURES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WILL BE REVIEWED BY THE CONTROLLER, CFO, AND CEO, RESPECTIVELY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ARE REQUIRED TO FILE A DECLARATION ON A YEARLY BASIS. ITEMS ARE SUMMARIZED AND PROVIDED TO LEGAL COUNSEL FOR REVIEW TO ENSURE THERE ARE NO DECLARATIONS OF CONFLICT THAT REQUIRE ADDITIONAL MANAGEMENT. THIS REPORT IS THEN PRESENTED TO THE BOARD FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 15 | ASQ HAS A STAFF COMPENSATION AND BENEFIT COMMITTEE (SCBC) THAT MONITORS THE ASQ PAY AND BENEFIT COMPENSATION PROGRAMS FOR COMPETITIVENESS IN ACCORDANCE WITH ADOPTED PHILOSOPHIES AND MARKETPLACE POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|
| ASQ CHINA LLC | |||||||||
| 600 NORTH PLANKINTON AVE | MILWAUKEE | WI | 53203 | 830409202 | QUALITY CONTROL | WI | $16,816 | $460,712 | N/A |
| ASQ MEXICO LLC | |||||||||
| 600 NORTH PLANKINTON AVE | MILWAUKEE | WI | 53203 | 371566690 | QUALITY CONTROL | WI | -$248,793 | $223,138 | N/A |
| AMERICAN SOCIETY FOR QUALITY INDIA PRIVATE LIMITED | |||||||||
| 600 NORTH PLANKINTON AVE | MILWAUKEE | WI | 53203 | 990364754 | QUALITY CONTROL | WI | $52,891 | $391,501 | N/A |
| ASQ GLOBAL DEVELOPMENT LLC | |||||||||
| 600 NORTH PLANKINTON AVE | MILWAUKEE | WI | 53203 | 800267325 | QUALITY CONTROL | WI | -$373,216 | $0 | N/A |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXEMPLAR GLOBAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 NORTH PLANKINTON AVE SUITE 300 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391683335 | EIN |
| Primary Activities | ACCREDITATION | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSI-ASQ NATIONAL ACCREDITATION BOARD LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 NORTH PLANKINTON AVE SUITE 300 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841659717 | EIN |
| Primary Activities | ACCREDITATION | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $532,309 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,557,144 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
| 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | 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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