2022-09-12T17:42:43-05:00 2021-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-01-01 465503339 QM QUALITY MATTERS INC QMQU 8668514985 1997 ANNAPOLIS EXC PARKWAY 300 ANNAPOLIS MD 21401 DEBORAH ADAIR EXECUTIVE DIRECTOR 8668514985 2022-09-12 1 DEBORAH ADAIR 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DEBORAH ADAIR 1997 ANNAPOLIS EXC PARKWAY 300 ANNAPOLIS MD 21401 7522454 0 X WWW.QUALITYMATTERS.ORG X 2014 MD SEE PART III, LINE 1. 14 13 49 1 15250 0 318101 596933 7043920 6842975 16955 1159 94636 45060 7473612 7486127 0 0 0 0 3800934 4189637 0 0 0 1965874 2087314 5766808 6276951 1706804 1209176 7257264 8152330 4360562 4046452 2896702 4105878 X TO PROMOTE AND IMPROVE THE QUALITY OF ONLINE EDUCATION AND STUDENT LEARNING THROUGH: 1. DEVELOPMENT OF RESEARCH-SUPPORTED, BEST (CONTINUED ON SCHEDULE O) PRACTICE-BASED QUALITY STANDARDS AND APPROPRIATE EVALUATION TOOLS AND PROCEDURES. 2. RECOGNITION AS EXPERTS IN ONLINE EDUCATION QUALITY ASSURANCE AND EVALUATION.3. FOSTERING INSTITUTIONAL ACCEPTANCE AND INTEGRATION OF QM STANDARDS AND PROCESSES INTO ORGANIZATIONAL IMPROVEMENT EFFORTS FOCUSED ON IMPROVING THE QUALITY OF ONLINE EDUCATION.4. PROVISION OF FACULTY DEVELOPMENT TRAINING IN THE USE OF QM RUBRIC(S) AND OTHER QUALITY PRACTICES TO IMPROVE THE QUALITY OF ONLINE/HYBRID COURSES.5. PROVISION OF QUALITY ASSURANCE THROUGH THE RECOGNITION OF QUALITY IN ONLINE EDUCATION. 0 0 5752376 6882583 WITH 2,371 CURRENT SUBSCRIBERS RANGING FROM FOUR-YEAR COLLEGES AND UNIVERSITIES TO TECHNICAL AND COMMUNITY COLLEGES TO OTHER ACADEMIC ORGANIZATIONS, QUALITY MATTERS IS THE LEADING PROVIDER OF TOOLS AND PROCESSES USED TO EVALUATE QUALITY IN COURSE DESIGN. IT DOES SO THROUGH:- ACCESS TO THE QUALITY MATTERS FULLY-ANNOTATED HIGHER EDUCATION RUBRIC- ACCESS TO WEB-BASED AUTOMATED RUBRIC TOOLS, FOR INFORMAL (UNOFFICIAL/INTERNAL/SELF) COURSE REVIEWS FOR THE DEVELOPMENT AND IMPROVEMENT OF ONLINE OR BLENDED COURSES (CONTINUED ON SCHEDULE O)- DISCOUNTS ON QM PROFESSIONAL DEVELOPMENT, OFFICIAL QM-MANAGED COURSE REVIEWS, CONFERENCES, AND EVENTS- COMPLIMENTARY SEATS IN THE "SELF-PACED" QM COORDINATOR TRAINING (QMCT)- ABILITY TO CREATE MYQM ACCOUNTS WHICH GIVES ALL FACULTY AND STAFF ACCESS TO OUR TOOLS AND RESOURCES AND THEIR PERSONAL QM ACTIVITY, INCLUDING CERTIFICATES OF TRAINING AND/OR COURSE CERTIFICATION- ACCESS TO REPORTING TOOLS THROUGH MYQM- ACCESS TO MY CUSTOM REVIEW TOOL WHICH ALLOWS AN ORGANIZATION TO DEVELOP THEIR OWN RUBRIC- ACCESS TO COMMUNICATION TOOLS TO SEND CUSTOMIZED EMAILS TO SPECIFIC INDIVIDUALS, ROLE HOLDERS OR EVERYONE IN THE ORGANIZATION WITH A MYQM ACCOUNT 5752376 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 367 0 1 49 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THOMAS CLAFFEY 4104978036 1997 ANNAPOLIS EXCHANGE PARKWAY ANNAPOLIS MD 21401 X DIANA ZILBERMAN BOARD MEMBER (SEE SCHEDULE O) 0.10 X 13550 0 0 JEAN RUNYON CHAIR (UNTIL 11/2021) 0.10 X X 0 0 0 MJ BISHOP CHAIR (FROM 11/2021) 0.10 X X 0 0 0 RUSS ADKINS VICE CHAIR/TREASURER 0.10 X X 0 0 0 KAREN REGE SECRETARY 0.10 X X 0 0 0 DARLENE WILLIAMS BOARD MEMBER (UNTIL 6/2021) 0.10 X 0 0 0 DAN SILVERBURG BOARD MEMBER 0.10 X 0 0 0 TRACY WEEKS BOARD MEMBER 0.10 X 0 0 0 MICHELLE KLOSS BOARD MEMBER 0.10 X 0 0 0 MOUSTAPHA DIACK BOARD MEMBER 0.10 X 0 0 0 SAVILLA BANISTER BOARD MEMBER 0.10 X 0 0 0 LUKE DOWDEN BOARD MEMBER 0.10 X 0 0 0 MARY AGNES LARSON BOARD MEMBER 0.10 X 0 0 0 PAUL FLEMMING BOARD MEMBER 0.10 X 0 0 0 TINA PARSCAL BOARD MEMBER 0.10 X 0 0 0 ALEXANDRERA THACKABERRY BOARD MEMBER 0.10 X 0 0 0 DEBORAH ADAIR EXECUTIVE DIRECTOR 40.00 X 246862 0 11860 THOMAS CLAFFEY CFO/SENIOR OPERATIONS DIRECTOR 40.00 X 146019 0 37423 BRENDA BOYD DIRECTOR OF PROF. DEV. & CONSULTING 40.00 X 125532 0 21298 YAPING GAO DIRECTOR OF PROGRAMS & SERVICES 40.00 X 117341 0 32311 BETHANY SIMUNICH DIRECTOR OF RESEARCH AND INNOVATION 40.00 X 113511 0 9181 CHRISTINE VOELKER K-12 PROGRAM DIRECTOR 40.00 X 107489 0 26946 870304 0 139019 6 0 1 0 0 589700 7233 596933 TRAINING AND WORKSHOPS 900099 2916276 2916276 SUBSCRIPTIONS 900099 2697868 2697868 COURSE REVIEW 900099 1023050 1023050 CONFERENCE 900099 205781 190531 15250 6842975 1159 1159 75935 36327 39608 39608 OTHER REVENUE 900099 5452 5452 5452 7486127 6867333 15250 6611 455714 141455 314259 2922884 2920277 2607 93312 88885 4427 473614 429614 44000 244113 221686 22427 28918 4916 24002 12328 2096 10232 133942 107394 26548 49382 40493 8889 58885 48284 10601 86896 71255 15641 20435 3474 16961 3430 2813 617 66786 66768 18 93078 93078 14689 12045 2644 TRAINING EXPENSES 804630 803357 1273 COURSE REVIEW EXPENSE 553314 553314 MERCHANT FEES 54070 44337 9733 INTERNATIONAL EXPENSE 40664 40664 65867 56171 9696 6276951 5752376 524575 0 36204 6255247 4854061 100049 983687 497258 16577 27418 117460 111330 55426 40147 21859 15279 1225000 1143333 2416 2416 7257264 8152330 225104 303044 2495758 2868408 589700 0 1050000 875000 4360562 4046452 X 2896702 4105878 2896702 4105878 7257264 8152330 1209176 0 X 0 1 X 1 0 X 4348 4125 3375 318101 596933 926882 4679772 5197623 5188349 7160445 6903660 29129849 4684120 5201748 5191724 7478546 7500593 30056731 0 29559 9798 14428 14229 124955 192969 29559 9798 14428 14229 124955 192969 29863762 37106 16955 1159 55220 37106 16955 1159 55220 11617 7285 6651 4906 5452 35911 4695737 5209033 5235481 7500407 7507204 30147862 0.99060 0.98960 0.00180 0.00200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55426 40147 15279 15279 NOTE PAYABLE TO MARYLANDONLINE 875000 875000 X 7522454 36327 36327 7486127 0 7486127 6313278 36327 36327 6276951 0 6276951 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2021, QUALITY MATTERS HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED AS AN EXPENSE ON THE FINANCIAL 36,327. STATEMENTS AND NETTED AGAINST PUBLICATION SALES REVENUE ON FORM 990, PART VIII, LINE 10C. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED AS AN EXPENSE ON THE FINANCIAL 36,327. STATEMENTS AND NETTED AGAINST PUBLICATION SALES REVENUE ON FORM 990, PART VIII, LINE 10C. NORTH AMERICA 0 1 PROGRAM SERVICES SUBSCRIPTION, ONLINE TRAINING WORKSHOPS 12199 SOUTH AMERICA 0 1 PROGRAM SERVICES SUBSCRIPTION, ONLINE TRAINING WORKSHOPS 20332 CENTRAL AMERICA AND THE CARIBBEAN 0 1 PROGRAM SERVICES SUBSCRIPTION, ONLINE TRAINING WORKSHOPS 8133 0 3 0 0 0 3 40664 0 40664 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X 0 0 0 0 0 0 0 1 0 DEBORAH ADAIR EXECUTIVE DIRECTOR 245362 0 1500 0 0 0 9807 0 2053 0 258722 0 0 0 THOMAS CLAFFEY CFO/SENIOR OPERATIONS DIRECTOR 144519 0 1500 0 0 0 6085 0 31338 0 183442 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES REPORTED ON PART VII RECEIVED BONUS COMPENSATION DURING 2020: DEBORAH ADAIR: $1,500 THOMAS CLAFFEY: $1,500 BRENDA BOYD: $1,500 YAPING GAO: $1,500 BETHANY SIMUNICH: $1,500 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. A FINAL COPY OF THE RETURN WAS PROVIDED TO THE BOARD BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST COMPLIANCE FORMS ARE DISTRIBUTED ON AN ANNUAL BASIS FOR BOARD MEMBERS TO REVIEW AND SIGN. A PERSON WHO HAS A CONFLICT OF INTEREST DOES NOT PARTICIPATE IN NOR IS PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER, EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON CANNOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION VOTED ON AT A MEETING IS NOT COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND IS NOT PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE IS REFLECTED IN THE MINUTES OF THE MEETING. FOR PURPOSES OF THIS PARAGRAPH, A MEMBER OF THE BOARD OF DIRECTORS OF QM QUALITY MATTERS HAS A CONFLICT OF INTEREST WHEN HE OR SHE STANDS FOR ELECTION AS AN OFFICER OR FOR RE-ELECTION AS A MEMBER OF THE BOARD OF DIRECTORS. IN THE EVENT IT IS NOT CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT DISCLOSES THE CIRCUMSTANCES TO THE CHAIR OR THE CHAIR'S DESIGNEE, WHO DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS THAT IS SUBJECT TO THIS POLICY. EACH STAFF/EMPLOYEE (RESPONSIBLE PERSON) ANNUALLY COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. ANY SUCH INFORMATION REGARDING BUSINESS INTERESTS OF A RESPONSIBLE PERSON OR A FAMILY MEMBER ARE TREATED AS CONFIDENTIAL AND GENERALLY MADE AVAILABLE ONLY TO THE QUALITY MATTERS BOARD CHAIR, EXECUTIVE DIRECTOR, AND ANY COMMITTEE APPOINTED TO ADDRESS A CONFLICT OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A QUALITY MATTERS (QM) PROVIDES FOR NON-FIXED COMPENSATION FOR ALL ITS EMPLOYEES IN THE FORM OF DISCRETIONARY BONUSES BASED ON PERFORMANCE. EMPLOYEES ARE REVIEWED ANNUALLY BY THEIR SUPERVISOR. REVIEWS ARE APPROVED BY THE QM MANAGING DIRECTOR AND CHIEF PLANNING OFFICER. AFTERWARDS, ALL SALARY INCREASES AND DISCRETIONARY BONUSES ARE REVIEWED AND APPROVED BY THE QM BOARD OF DIRECTORS AND REFLECTED IN THE BOARD-APPROVED FISCAL BUDGET. NON-FIXED AMOUNTS CANNOT EXCEED THE APPROVED BUDGET UNLESS AUTHORIZED BY THE BOARD. QM USES SEVERAL SALARY COMPARABILITY TOOLS AND RESOURCES TO ENSURE THAT THE SALARIES AND BONUSES PAID TO ITS EMPLOYEES ARE FAIR AND REASONABLE IN RELATION TO THE SERVICES PROVIDED TO QM. THESE TOOLS AND RESOURCES INCLUDE: PAYSCALE.COM, INDEED.COM, AND CAREERBUILDERS.COM. QM WILL CONSULT THESE RESOURCES AND TOOLS PERIODICALLY TO ENSURE THAT SALARIES AND BONUSES PAID TO ITS EMPLOYEES ARE FAIR AND REASONABLE IN RELATION TO THE SERVICES RENDERED. THE BOARD IS RESPONSIBLE FOR REVIEWING AND APPROVING COMPENSATION FOR THE EXECUTIVE DIRECTOR AND DOCUMENTING THE RESULTS IN THE BOARD MINUTES. THE EXECUTIVE DIRECTOR REVIEWS AND APPROVES THE SALARIES OF ALL OTHER OFFICERS. THE LAST SALARY REVIEW TOOK PLACE IN DECEMBER 2020. 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 VII, SECTION A: DIANA ZILBERMAN RECEIVED COMPENSATION FOR FACILITATION OF ONLINE TRAINING WORKSHOPS AND REVIEW OF QM COURSE REVIEWS. HER COMPENSATION WAS UNRELATED TO HER DUTIES AS A BOARD MEMBER.