Civic Intelligence

Apics Rochester Chapter

990EZ • Fiscal year 2017 • EIN 22-2317575

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 29, 2018

PO Box 23553Rochester, NY 14692

(585) 244-3143

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-4.4%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$5,500

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-6.0%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-22%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$78,885

Down $5,020 (-6.0%) from 2016

Net Assets

Down

$78,885

Down $5,020 (-6.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$34,931

Down $10,104 (-22%) from 2016

Expenses

Up

$36,451

Up $4,709 (+15%) from 2016

Net Income

Down

-$1,520

Down $14,813 (-111%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $46,994Liabilities 2010: $0Net Assets 2010: $46,9942010Assets 2011: $46,482Liabilities 2011: $0Net Assets 2011: $46,4822011Assets 2012: $58,167Liabilities 2012: $02012Assets 2014: $75,725Liabilities 2014: $0Net Assets 2014: $75,7252014Assets 2015: $70,612Liabilities 2015: $0Net Assets 2015: $70,6122015Assets 2016: $83,905Liabilities 2016: $0Net Assets 2016: $83,9052016Assets 2017: $78,885Liabilities 2017: $0Net Assets 2017: $78,8852017Assets 2018: $62,700Liabilities 2018: $0Net Assets 2018: $62,7002018Assets 2019: $84,422Liabilities 2019: $0Net Assets 2019: $84,4222019Assets 2020: $90,735Liabilities 2020: $0Net Assets 2020: $90,7352020Assets 2021: $103,694Liabilities 2021: $0Net Assets 2021: $103,6942021Assets 2022: $97,173Liabilities 2022: $0Net Assets 2022: $97,1732022Assets 2023: $55,973Liabilities 2023: $994Net Assets 2023: $54,9792023Assets 2024: $98,859Liabilities 2024: $1,354Net Assets 2024: $97,5052024

Highlighted filing

2017

Assets$78,885
Liabilities$0
Net Assets$78,885

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $24,521Expenses 2010: $27,089Net Income 2010: -$2,5682010Revenue 2011: $29,523Expenses 2011: $23,672Net Income 2011: $5,8512011Revenue 2012: $50,062Expenses 2012: $36,337Net Income 2012: $13,7252012Revenue 2014: $59,995Expenses 2014: $56,323Net Income 2014: $3,6722014Revenue 2015: $41,562Expenses 2015: $46,675Net Income 2015: -$5,1132015Revenue 2016: $45,035Expenses 2016: $31,742Net Income 2016: $13,2932016Revenue 2017: $34,931Expenses 2017: $36,451Net Income 2017: -$1,5202017Revenue 2018: $31,477Expenses 2018: $47,662Net Income 2018: -$16,1852018Revenue 2019: $65,235Expenses 2019: $43,520Net Income 2019: $21,7152019Revenue 2020: $39,510Expenses 2020: $33,197Net Income 2020: $6,3132020Revenue 2021: $97,475Expenses 2021: $84,516Net Income 2021: $12,9592021Revenue 2022: $57,232Expenses 2022: $63,753Net Income 2022: -$6,5212022Revenue 2023: $123,589Expenses 2023: $165,783Net Income 2023: -$42,1942023Revenue 2024: $81,083Expenses 2024: $38,557Net Income 2024: $42,5262024

Highlighted filing

2017

Revenue$34,931
Expenses$36,451
Net Income-$1,520
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 29, 2018
Return Version
2017v2.0
Gross Receipts
$34,931
Mission and Program Overview

Mission

Educational Society for supply chain professionals

Program Services

DescriptionGrantsExpenses
Education - Classes to prepare students for APICS certification exams. Expenses include instructor payments, educational materials, and occupancy costs for classes.$0$18,241
Professional Development Meetings - Monthly Dinner Meetings and seminars with discussions related to Supply Chain profession. Expenses include dinner and speaker costs.$0$4,373
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$2,146
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy PeglowskiDirector Of Education-$5,500-$5,500
Larry MaggioPresident-$4,500-$4,500
John MahoneyAdminstrative Vice President-$4,125-$4,125
Joseph WilliamsTreasurer-$0--
Renee BrongoSecretary-$0--
Steve BrunetteDirector Of Membership-$0--
Ejike UgochukwuDirector Of Programs-$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
2018-04-29
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Board Meeting Expenses;1492|Board Member Expenses;1272|Certification Materials;3376|Chapter Contributions;250|Instructor Training;7697|Insurance Liability;335|Credit Card Merchant Fees;579|Professional Development Meeting Expenses;4373|Postage and Mailing Expenses;266|Telephone Expense;231|Internet Services;1650^Total;21521^

Raw XML Appendix232 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.

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IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060526
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IRS990ScheduleA/Total509Grp/TotalAmt0261609
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079733
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0261766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Board Meeting Expenses;1492|Board Member Expenses;1272|Certification Materials;3376|Chapter Contributions;250|Instructor Training;7697|Insurance Liability;335|Credit Card Merchant Fees;579|Professional Development Meeting Expenses;4373|Postage and Mailing Expenses;266|Telephone Expense;231|Internet Services;1650^Total;21521^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Williams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05852024935
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APICS ROCHESTER CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0APIC
ReturnHeader/Filer/EIN0222317575
ReturnHeader/Filer/PhoneNum05852443143
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 23553
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014692
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.253.165.207
ReturnHeader/ReturnTs02018-04-29T10:33:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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