Civic Intelligence

Ism-Western New England Inc

990EZ • Fiscal year 2018 • EIN 04-2544680

May 01, 2017 to Apr 30, 2018 • Filed on Sep 20, 2018

Organization ProfileWWW.ISMWNE.COM
27 Bates RoadWestfield, MA 01085

(413) 545-1095

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

10th percentile

-26%

Higher net margin than 10% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

36th percentile

-4.6%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

6.8%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$118,132

Down $5,679 (-4.6%) from 2017

Net Assets

Down

$117,042

Down $6,769 (-5.5%) from 2017

Liabilities

Up

$1,090

Up $1,090 from 2017

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin10th percentile

Revenue

Up

$25,640

Up $1,627 (+6.8%) from 2017

Expenses

Down

$32,410

Down $2,042 (-5.9%) from 2017

Net Income

Up

-$6,770

Up $3,669 (+35%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $129,758Net Assets 2010: $129,7582010Assets 2011: $135,685Net Assets 2011: $135,6852011Assets 2012: $134,708Net Assets 2012: $134,7082012Assets 2013: $137,423Liabilities 2013: $0Net Assets 2013: $137,4232013Assets 2014: $130,032Liabilities 2014: $0Net Assets 2014: $130,0322014Assets 2015: $270,586Liabilities 2015: $02015Assets 2016: $134,250Liabilities 2016: $0Net Assets 2016: $134,2502016Assets 2017: $123,811Liabilities 2017: $0Net Assets 2017: $123,8112017Assets 2018: $118,132Liabilities 2018: $1,090Net Assets 2018: $117,0422018

Highlighted filing

2018

Assets$118,132
Liabilities$1,090
Net Assets$117,042
Open 2018 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2010: $39,087Expenses 2010: $37,884Net Income 2010: $1,2032010Revenue 2011: $42,482Expenses 2011: $36,555Net Income 2011: $5,9272011Revenue 2012: $35,472Expenses 2012: $36,449Net Income 2012: -$9772012Revenue 2013: $49,511Expenses 2013: $46,796Net Income 2013: $2,7152013Revenue 2014: $32,096Expenses 2014: $39,487Net Income 2014: -$7,3912014Revenue 2015: $48,937Expenses 2015: $43,599Net Income 2015: $5,3382015Revenue 2016: $44,113Expenses 2016: $32,163Net Income 2016: $11,9502016Revenue 2017: $24,013Expenses 2017: $34,452Net Income 2017: -$10,4392017Revenue 2018: $25,640Expenses 2018: $32,410Net Income 2018: -$6,7702018

Highlighted filing

2018

Revenue$25,640
Expenses$32,410
Net Income-$6,770
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Sep 20, 2018
Return Version
2017v2.3
Gross Receipts
$41,165
Mission and Program Overview

Mission

To provide leaderhip in purchasing and material management to purchasing and production control professionals in western new england through educational seminars.

Program Services

DescriptionGrantsExpenses
TO PROVIDE LEADERHIP IN PURCHASING AND MATERIAL MANAGEMENT TO PURCHASING AND PRODUCTION CONTROL PROFESSIONALS IN WESTERN NEW ENGLAND THROUGH EDUCATIONAL SEMINARS.--
TEN SCHOLARSHIPS GIVEN--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK WYSK CPMPresident-$0--
GEORGE BOERSIGTreasurer-$0--
JOSEPH LONDON CPMSecretary-$0--
LISA A WEST CPSM CPMMembership C-$0--
LYNN HENCHEYProf Dev CHA-$0--
DAWN COMPTOISWeb Master-$0--
MARK ALLENSg Tournamen-$0--
JEFFREY LUTY CPMSg Tourn Vic-$0--
KATHY BASSFORD CPMDirector At-$0--
KATHRYN A CZARNECKI CPSMDirector At-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$24,592$24,592$15,525$9,067
Total Events$24,592$24,592$15,525$9,067
Filing and Contact Details

Filer

Filer Name
Purchasing Management Association
EIN
04-2544680
Address
27 BATES ROAD, WESTFIELD, MA 01085

Signing Officer

Name
George Boersig
Title
Treasurer
Phone
4135944400
Signed
2018-09-20

Preparer

Firm
Jonathan F George Sr CPA Cfp
Address
89 MAIN ST, SHELBURNE FALLS, MA 01370
Preparer
Jonathan F George Sr CPA Cfp
Phone
4136259593
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

“Ism purchasing association of western new england”

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 8,050”

Form 990-ez, Part I, Line 16

“Expenses meetings 2,605 meals 3,693 total 6,298”

Form 990-ez, Part II, Line 24

“943 943 less accumulated depreciation 928 928 total 15 15”

Form 990-ez, Part II, Line 26

“Other liabilities 0 1,090”

Form 990-ez, Part III

“To provide leaderhip in purchasing and material management to purchasing and production control professionals in western new england through educational seminars.”

Form 990-ez, Part III, Line 31

“TEN SCHOLARSHIPS GIVEN”

Raw XML Appendix156 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PETER ROYER
IRS990EZ/BooksInCareOfDetail/PhoneNum04135451095
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt077 MOUNT WARNER RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HADLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0123797
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0118117
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6770
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017308
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0123812
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0118132
IRS990EZ/FundraisingGrossIncomeAmt024592
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08050
IRS990EZ/GrossReceiptsAmt041165
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0105
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015890
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0123812
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0117042
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0123812
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0117042
IRS990EZ/OccupancyRentUtltsAndMaintAmt0754
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK WYSK CPM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE BOERSIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH LONDON CPM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA A WEST CPSM CPM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LYNN HENCHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAWN COMPTOIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFFREY LUTY CPM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATHY BASSFORD CPM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATHRYN A CZARNECKI CPSM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PROF DEV CHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WEB MASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SG TOURNAMEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SG TOURN VIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR AT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR AT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015
IRS990EZ/OtherExpensesTotalAmt06298
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE LEADERHIP IN PURCHASING AND MATERIAL MANAGEMENT TO PURCHASING AND PRODUCTION CONTROL PROFESSIONALS IN WESTERN NEW ENGLAND THROUGH EDUCATIONAL SEMINARS.
IRS990EZ/ProgramServiceRevenueAmt0578
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE LEADERHIP IN PURCHASING AND MATERIAL MANAGEMENT TO PURCHASING AND PRODUCTION CONTROL PROFESSIONALS IN WESTERN NEW ENGLAND THROUGH EDUCATIONAL SEMINARS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEN SCHOLARSHIPS GIVEN
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015525
IRS990EZ/SpecialEventsNetIncomeLossAmt09067
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01090
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032410
IRS990EZ/TotalRevenueAmt025640
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ISMWNE.COM
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015525
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024592
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09067
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015525
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ISM PURCHASING ASSOCIATION OF WESTERN NEW ENGLAND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 8,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES MEETINGS 2,605 MEALS 3,693 TOTAL 6,298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3943 943 LESS ACCUMULATED DEPRECIATION 928 928 TOTAL 15 15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER LIABILITIES 0 1,090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO PROVIDE LEADERHIP IN PURCHASING AND MATERIAL MANAGEMENT TO PURCHASING AND PRODUCTION CONTROL PROFESSIONALS IN WESTERN NEW ENGLAND THROUGH EDUCATIONAL SEMINARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEN SCHOLARSHIPS GIVEN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE BOERSIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04135944400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PURCHASING MANAGEMENT ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF WESTERN NEW ENGLAND INC
ReturnHeader/Filer/BusinessNameControlTxt0PURC
ReturnHeader/Filer/EIN0042544680
ReturnHeader/Filer/USAddress/AddressLine1Txt027 BATES ROAD
ReturnHeader/Filer/USAddress/CityNm0WESTFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001085
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AF4821F9D76A72C859D343DB89F1B8E206218165
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0977CFCB9C685DC8DED6EB91A22541EBE6B77B20C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:35:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043526236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONATHAN F GEORGE SR CPA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt089 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELBURNE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001370
ReturnHeader/PreparerPersonGrp/PhoneNum04136259593
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN F GEORGE SR CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-10T15:35:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,132
Liabilities
$1,090
Net assets
$117,042
Revenue
$25,640
Expenses
$32,410
Net income
-$6,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$0.26$0.32$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.24$0.34$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.44$0.32$0.12
2015Summary only. Only limited summary data is available for this year.$2.71$0.00$0.49$0.44$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.32$0.39$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.50$0.47$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$1.35$0.35$0.36$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$1.36$0.42$0.37$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$1.30$0.39$0.38$0.01