Inteleos (EIN 510184277) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

Dale Cyr

Phone

8007361109

Tax Period

2024-01-01 to 2024-12-31

Inteleos, founded in 1979, is a mid-sized nonprofit that reported $26.9M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

Inteleos is a nonprofit certification organization that delivers rigorous assessments and cultivates a global community of professionals.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $25,700,973

Investment Income $1,130,781

Other Revenue $33,381

TOTAL REVENUE $26,865,135

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $12,420,060

Fundraising Expenses $0

Other Expenses $14,209,718

TOTAL EXPENSES $26,829,778

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,865,135	$23,558,065	+0.1%
Expenses	$26,829,778	$25,418,585	+0.1%
Net Income	$35,357	$-1,860,520	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

117

Volunteers

250

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,431,042

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Luciana Young	Chair	1.00	Officer Director	$0	$0	$0
Teresa Bieker	Vice Chair	0.50	Officer Director	$0	$0	$0
Ian Necus	Treasurer	0.50	Officer Director	$0	$0	$0
Tricia Turner	Secretary	0.50	Officer Director	$0	$0	$0
Ernesto Brauer	Director	0.50	Director	$0	$0	$0
Carrie Hayes	Director	0.50	Director	$0	$0	$0
Leah Jolly	Director	0.50	Director	$0	$0	$0
Joshua Robinson	Director	0.50	Director	$0	$0	$0
Raymond Russell	Director	0.50	Director	$0	$0	$0
Neil Sahota	Director	0.50	Director	$0	$0	$0
Vera Zlidar	Director	0.50	Director	$0	$0	$0
Dale Cyr	CEO	37.50	Officer	$628,079	$40,758	$668,837
Jamie Blietz	Chief Operating Officer	37.50	Officer	$339,946	$48,708	$388,654
Wendy Reeling	Chief Financial Officer	37.50	Officer	$269,311	$45,391	$314,702
Juan Sanchez	Chief Digital Officer	37.50	Officer	$251,766	$22,808	$274,574
Tamara Walker	Chief People Officer	37.50	Officer	$230,738	$35,723	$266,461
Kathy Kelly	Chief Assessment Officer	37.50	Officer	$227,777	$20,647	$248,424
Pamela Ruiz	Chief Business Development	37.50	Officer	$226,530	$42,860	$269,390
Taryn Reed	Chief Experience Officer	37.50	Highest	$206,763	$11,667	$218,430
Patricia McConkey	Dir., Certification	37.50	Highest	$201,703	$10,729	$212,432
Sarah Pelter	Dir., Psychometric Svcs.	37.50	Highest	$178,440	$41,011	$219,451
Hilary Wilson	Dir., Compliance & Enterprise Risk	37.50	Highest	$171,004	$49,914	$220,918
Matthew Carbone	Dir., Business Intel & Analytics	37.50	Highest	$159,089	$7,643	$166,732

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$26,865,135	$26,829,778	$28,040,555	$35,357
2023	$23,558,065	$25,418,585	$28,012,892	$-1,860,520
2022	$20,967,173	$25,601,341	$29,136,326	$-4,634,168
2021	$22,272,496	$21,295,164	$32,845,295	$977,332
2020	$18,482,123	$19,581,430	$32,564,568	$-1,099,307
2019	$19,625,322	$21,102,052	$30,492,728	$-1,476,730
2018	$18,245,343	$18,905,784	$29,331,569	$-660,441

Inteleos