Apics Rochester Chapter

990EZ • Fiscal year 2015 • EIN 22-2317575

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 17, 2016

Organization Profile www.apicsr.org

PO Box 23553Rochester, NY 14692

(585) 244-3143

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

-12%

Higher net margin than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

-6.8%

Faster asset growth than 33% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

-31%

Faster revenue growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$70,612

Down $5,113 (-6.8%) from 2014

Net Assets

Down

$70,612

Down $5,113 (-6.8%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin21st percentile

Revenue

Down

$41,562

Down $18,433 (-31%) from 2014

Expenses

Down

$46,675

Down $9,648 (-17%) from 2014

Net Income

Down

-$5,113

Down $8,785 (-239%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2015

Assets$70,612

Liabilities$0

Net Assets$70,612

Open 2015 Filing

Operations Trend

Revenue Growth17th percentile

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

Highlighted filing

2015

Revenue$41,562

Expenses$46,675

Net Income-$5,113

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: Apr 17, 2016
Return Version: 2015v2.1
Gross Receipts: $41,562

Mission and Program Overview

Mission

Educational society for supply chain pro

Educational Society for supply chain professionals

Program Services

Description	Grants	Expenses
Education - Classes to prepare students for APICS certification exams. Expenses include instructor payments, educational materials, and occupancy costs for classes.	$0	$26,392
Professional Development Meetings - Monthly Dinner Meetings and seminars with discussions related to Supply Chain profession. Expenses include dinner and speaker costs.	$0	$4,455
Publicity and Marketing - Website and marketing materials published to provide communications regarding upcoming events, supply chain news, etc. Expenses include website maintenance and service, postage, communications costs.	$0	$1,740

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Renee Brongo	President	-	$0	-	-
Joseph Williams	Treasurer	-	$0	-	-
Larry Maggio	Executive Vice President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Apics Rochester Chapter
EIN: 22-2317575
Phone: 5852443143
Address: PO Box 23553, Rochester, NY 14692

Signing Officer

Name: Joseph Williams
Title: Treasurer
Phone: 5852024935
Signed: 2016-04-17

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“$100 For Affiliate Chapter Donation and $250 for sponsoring Student Case Competition”

Form 990-EZ, Part I, Line 16

“Description;Amount^Board Meeting Expenses;3972|Certification Course Materials;4428|Merchant Fees;3108|Dues and Subscriptions;512|Instructor Training;4000|Instructor Expenses;2551|Internet Services;783|Insurance;1274|Office and Administrative Expenses;899|PDM Meeting Expenses;3980|Telephone Expense;445|Travel Expense;2466^Total;28418^”

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

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IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	NY
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
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IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
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IRS990EZ/TotalProgramServiceExpensesAmt	0	32587
IRS990EZ/TotalRevenueAmt	0	41562
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	www.apicsr.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt	0	0
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	6954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	8490
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	39885
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt	0	0
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	33
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	25
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	188
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00072
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00076
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt	0	0
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IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	$100 For Affiliate Chapter Donation and $250 for sponsoring Student Case Competition
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description;Amount^Board Meeting Expenses;3972\|Certification Course Materials;4428\|Merchant Fees;3108\|Dues and Subscriptions;512\|Instructor Training;4000\|Instructor Expenses;2551\|Internet Services;783\|Insurance;1274\|Office and Administrative Expenses;899\|PDM Meeting Expenses;3980\|Telephone Expense;445\|Travel Expense;2466^Total;28418^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Joseph Williams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5852024935
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	APICS ROCHESTER CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt	0	APIC
ReturnHeader/Filer/EIN	0	222317575
ReturnHeader/Filer/PhoneNum	0	5852443143
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO Box 23553
ReturnHeader/Filer/USAddress/CityNm	0	Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	14692
ReturnHeader/ReturnTs	0	2016-04-18T09:44:38-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $70,612
Liabilities: $0
Net assets: $70,612
Revenue: $41,562
Expenses: $46,675
Net income: -$5,113

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.99	$0.01	$0.98	$0.81	$0.39	$0.43
2023Detailed filing. Detailed filing data is available for this year.	$0.56	$0.01	$0.55	$1.24	$1.66	$0.42
2022Detailed filing. Detailed filing data is available for this year.	$0.97	$0.00	$0.97	$0.57	$0.64	$0.07
2021Detailed filing. Detailed filing data is available for this year.	$1.04	$0.00	$1.04	$0.97	$0.85	$0.13
2020Detailed filing. Detailed filing data is available for this year.	$0.91	$0.00	$0.91	$0.40	$0.33	$0.06
2019Detailed filing. Detailed filing data is available for this year.	$0.84	$0.00	$0.84	$0.65	$0.44	$0.22
2018Detailed filing. Detailed filing data is available for this year.	$0.63	$0.00	$0.63	$0.31	$0.48	$0.16
2017Detailed filing. Detailed filing data is available for this year.	$0.79	$0.00	$0.79	$0.35	$0.36	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$0.84	$0.00	$0.84	$0.45	$0.32	$0.13
2015Detailed filing. Detailed filing data is available for this year.	$0.71	$0.00	$0.71	$0.42	$0.47	$0.05
2014Detailed filing. Detailed filing data is available for this year.	$0.76	$0.00	$0.76	$0.60	$0.56	$0.04
2012Summary only. Only limited summary data is available for this year.	$0.58	$0.00		$0.50	$0.36	$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.46	$0.00	$0.46	$0.30	$0.24	$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.47	$0.00	$0.47	$0.25	$0.27	$0.03