Apics Rochester Chapter

990EZ • Fiscal year 2018 • EIN 22-2317575

Jan 01, 2018 to Dec 31, 2018 • Filed on Dec 26, 2019

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

-51%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

-21%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

-9.9%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$62,700

Down $16,185 (-21%) from 2017

Net Assets

Down

$62,700

Down $16,185 (-21%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin8th percentile

Revenue

Down

$31,477

Down $3,454 (-9.9%) from 2017

Expenses

$47,662

Up $11,211 (+31%) from 2017

Net Income

Down

-$16,185

Down $14,665 (-965%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

Highlighted filing

2018

Assets$62,700

Liabilities$0

Net Assets$62,700

Open 2018 Filing

Operations Trend

Revenue Growth34th percentile

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

Highlighted filing

2018

Revenue$31,477

Expenses$47,662

Net Income-$16,185

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Dec 26, 2019
Return Version: 2018v3.0
Gross Receipts: $31,477

Mission and Program Overview

Mission

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	$27,508
Professional Development Meetings - Monthly Dinner Meetings and seminars with discussions related to Supply Chain profession. Expenses include dinner and speaker costs.	$0	$7,081
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	$3,097

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Larry Maggio	President	-	$0	-	-
John Mahoney	Adminstrative Vice President	-	$0	-	-
Joseph Williams	Treasurer	-	$0	-	-
Renee Brongo	Secretary	-	$0	-	-
Tracy Peglowski	Director Of Education	-	$0	-	-
Steve Brunette	Director Of Membership	-	$0	-	-
Ejike Ugochukwu	Director Of Programs	-	$0	-	-
Steve Carnovale	Director Of Marketing	-	$0	-	-
Richard Marean	Director Of Student Chapters	-	$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: 2019-12-26

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^Savings Account Interest;55^Total;55^”

Form 990-EZ, Part I, Line 16

“Description;Amount^Advertising;1050|Board Meeting Expenses;2244|Board Member Expenses;3666|Instructor Training;2162|Liability Insurance;335|Legal and Professional;15|Instructor Expenses;370|PDM Expenses;7081|Certification Materials;12491|Bank Charges;90|Merchant Fees;1044|Taxes and Liceses;50^Total;30598^”

Raw XML Appendix240 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/BooksInCareOfDetail/PhoneNum	0	5852024935
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Rochester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	NY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	8	4
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	8	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	8	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Larry Maggio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	John Mahoney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Joseph Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Renee Brongo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Tracy Peglowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	Steve Brunette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	Ejike Ugochukwu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	Steve Carnovale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	8	Richard Marean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Adminstrative Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Director of Education
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	Director of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	Director of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	Director of Marketing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	Director of Student Chapters
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	30598
IRS990EZ/OtherRevenueTotalAmt	0	55
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	Educational Society for supply chain professionals
IRS990EZ/PrintingPublicationsPostageAmt	0	385
IRS990EZ/ProgramServiceRevenueAmt	0	26877
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Education - Classes to prepare students for APICS certification exams. Expenses include instructor payments, educational materials, and occupancy costs for classes.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	Professional Development Meetings - Monthly Dinner Meetings and seminars with discussions related to Supply Chain profession. Expenses include dinner and speaker costs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	27508
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	7081
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	3097
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	NY
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	47662
IRS990EZ/TotalProgramServiceExpensesAmt	0	37686
IRS990EZ/TotalRevenueAmt	0	31477
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	www.apicsr.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	4545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	5725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	5213
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	6954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	8490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	30927
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	55
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	60
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	33
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	33
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	181
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	26877
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	29136
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	39778
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	34575
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	52036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	182402
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	0
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	33
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	181
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00085
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	0
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IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt	0	0
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
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IRS990ScheduleA/PublicSupportTotal509Amt	0	213329
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt	0	0
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	31477
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	34921
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	44991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	41562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	60559
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	213510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description;Amount^Savings Account Interest;55^Total;55^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description;Amount^Advertising;1050\|Board Meeting Expenses;2244\|Board Member Expenses;3666\|Instructor Training;2162\|Liability Insurance;335\|Legal and Professional;15\|Instructor Expenses;370\|PDM Expenses;7081\|Certification Materials;12491\|Bank Charges;90\|Merchant Fees;1044\|Taxes and Liceses;50^Total;30598^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt	0	Could not access online account for preparing filing.
ReturnHeader/BuildTS	0	2020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Joseph Williams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5852024935
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-12-26
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/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	64.80.116.50
ReturnHeader/ReturnTs	0	2019-12-26T16:39:47-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

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: $62,700
Liabilities: $0
Net assets: $62,700
Revenue: $31,477
Expenses: $47,662
Net income: -$16,185

	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