Civic Intelligence

Apics Rochester Chapter

990EZ • Fiscal year 2023 • EIN 22-2317575

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

PO Box 23553Rochester, NY 14692

(585) 202-4935

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-34%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

13th percentile

-42%

Faster asset growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

116%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$55,973

Down $41,200 (-42%) from 2022

Net Assets

Down

$54,979

Down $42,194 (-43%) from 2022

Liabilities

Up

$994

Up $994 from 2022

Revenue

Up

$123,589

Up $66,357 (+116%) from 2022

Expenses

Up

$165,783

Up $102,030 (+160%) from 2022

Net Income

Down

-$42,194

Down $35,673 (-547%) from 2022

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

2023

Assets$55,973
Liabilities$994
Net Assets$54,979

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

2023

Revenue$123,589
Expenses$165,783
Net Income-$42,194
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Gross Receipts
$123,589
Mission and Program Overview

Mission

Educational Society for supply chain professionals

Educational society for supply chain pro

Program Services

DescriptionGrantsExpenses
EDUCATION- CLASSES TO PREPARE STUDENTS FOR APICS CERTIFICATION EXAMS. EXPENSES INCLUDE INSTRUCTOR PAYMENTS, EDUCATIONAL MATERIALS, AND OCCUPANCY COSTS FOR CLASSES.-$145,655
PROFESSIONAL DEVELOPMENT MEETINGS- MONTHLY DINNER MEETINGS AND SEMINARS WITH DISCUSSIONS RELATED TO SUPPLY CHAIN PROFESSION. EXPENSES INCLUDE DINNER AND SPEAKER COSTS.-$2,199
PUBLICITY AND MARKETING - WEBSITE & MARKETING MATERIALS PUBLISHED TO COMMUNICATE UPCOMING EVENTS, SUPPLY CHAIN NEWS, ETC. EXPENSES INCLUDE WEBSITE MAINTENANCE.-$1,800
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY MAGGIOPresident-$0--
KATE RENAHANAdministrative Vice President-$0--
JOSEPH WILLIAMSTreasurer-$0--
TRACY PEGLOWSKIDirector Of Education-$0--
BRENDAN GREENDirector Of Membership-$0--
EJIKE UGOCHUKWUDirector Of Programs-$0--
Filing and Contact Details

Filer

Filer Name
Ascm Rochester Inc
EIN
22-2317575
Address
PO BOX 23553, ROCHESTER, NY 14692

Signing Officer

Name
Joseph Williams
Title
Treasurer
Phone
5852024935
Signed
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Jennifer Capezzuto Stott CPA
Address
807 Ridge Rd Ste 206, Webster, NY 14580
Preparer
Jennifer Stott
Phone
5857877834
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountboard meeting expenses 1,151board member expenses 4,481certification materials 126,038instructor fees 19,500insurance 370internet services 3,695merchant fees 2,245professional development meetings 2,199taxes & licenses 72penalties 3,374

Description of total liabilities Part II line 26

Category beginning of year end of yearcredit card payable 0 994

Raw XML Appendix182 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/USAddress/CityNm0ROCHESTER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATE RENAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY PEGLOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRENDAN GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EJIKE UGOCHUKWU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ADMINISTRATIVE VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR OF EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR OF PROGRAMS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0163125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SOCIETY FOR SUPPLY CHAIN PRO
IRS990EZ/PrintingPublicationsPostageAmt0411
IRS990EZ/ProgramServiceRevenueAmt0119504
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PUBLICITY AND MARKETING - WEBSITE & MARKETING MATERIALS PUBLISHED TO COMMUNICATE UPCOMING EVENTS, SUPPLY CHAIN NEWS, ETC. EXPENSES INCLUDE WEBSITE MAINTENANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0145655
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12199
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21800
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0994
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0165783
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IRS990EZ/TotalRevenueAmt0123589
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROCHESTERNY.ASCM.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04078
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05048
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0313730
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt045000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt045000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88240
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBOARD MEETING EXPENSES 1,151BOARD MEMBER EXPENSES 4,481CERTIFICATION MATERIALS 126,038INSTRUCTOR FEES 19,500INSURANCE 370INTERNET SERVICES 3,695MERCHANT FEES 2,245PROFESSIONAL DEVELOPMENT MEETINGS 2,199TAXES & LICENSES 72PENALTIES 3,374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARD PAYABLE 0 994
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05852024935
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASCM ROCHESTER INC
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ReturnHeader/Filer/EIN0222317575
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 23553
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811057044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jennifer Capezzuto Stott CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0807 Ridge Rd Ste 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Webster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014580
ReturnHeader/PreparerPersonGrp/PhoneNum05857877834
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Stott
ReturnHeader/ReturnTs02024-05-07T12:15:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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