Civic Intelligence

Institute for Supply Management- Greater New Orleans Inc

990EZ • Fiscal year 2017 • EIN 23-7256877

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 30, 2018

Organization Profilewww.ismgno.org
PO Box 52155New Orleans, LA 70152

(504) 533-2118

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

47th percentile

1.6%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

46th percentile

0.7%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-7.2%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,219

Up $197 (+0.7%) from 2016

Net Assets

Up

$30,219

Up $197 (+0.7%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Down

$12,102

Down $941 (-7.2%) from 2016

Expenses

Down

$11,905

Down $9,552 (-45%) from 2016

Net Income

Up

$197

Up $8,611 (+102%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$60K$40K$20K$0Assets 2010: $44,476Net Assets 2010: $44,4762010Assets 2011: $45,090Net Assets 2011: $45,0902011Assets 2012: $43,561Net Assets 2012: $43,5612012Assets 2013: $41,952Net Assets 2013: $41,9522013Assets 2014: $41,594Net Assets 2014: $41,5942014Assets 2015: $38,436Net Assets 2015: $38,4362015Assets 2016: $30,022Net Assets 2016: $30,0222016Assets 2017: $30,219Net Assets 2017: $30,2192017Assets 2018: $24,634Net Assets 2018: $24,6342018Assets 2019: $25,746Net Assets 2019: $25,7462019Assets 2020: $33,491Net Assets 2020: $33,4912020

Highlighted filing

2017

Assets$30,219
Liabilities-
Net Assets$30,219
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

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

$30K$20K$10K$0-$10KRevenue 2010: $26,064Expenses 2010: $28,275Net Income 2010: -$2,2112010Revenue 2011: $26,060Expenses 2011: $25,446Net Income 2011: $6142011Revenue 2012: $26,250Expenses 2012: $27,779Net Income 2012: -$1,5292012Revenue 2013: $27,947Expenses 2013: $29,556Net Income 2013: -$1,6092013Revenue 2014: $15,923Expenses 2014: $16,281Net Income 2014: -$3582014Revenue 2015: $10,716Expenses 2015: $13,874Net Income 2015: -$3,1582015Revenue 2016: $13,043Expenses 2016: $21,457Net Income 2016: -$8,4142016Revenue 2017: $12,102Expenses 2017: $11,905Net Income 2017: $1972017Revenue 2018: $8,061Expenses 2018: $13,646Net Income 2018: -$5,5852018Revenue 2019: $10,579Expenses 2019: $9,467Net Income 2019: $1,1122019Revenue 2020: $16,475Expenses 2020: $8,730Net Income 2020: $7,7452020

Highlighted filing

2017

Revenue$12,102
Expenses$11,905
Net Income$197
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 30, 2018
Return Version
2016v3.0
Gross Receipts
$20,300
Mission and Program Overview

Mission

Satellite seminars provided to all members as well as access to monthly meetings and regional and international seminars.

Program Services

DescriptionGrantsExpenses
Satellite seminars provided to all members for continuing education as well as access to monthly meetings and regional and international seminars.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terry BakerSecretary-$0--
Matthew PrimeauPresident-$0--
Dennis ThomasTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Supply
EIN
23-7256877
Phone
5045332118
Address
PO Box 52155, New Orleans, LA 70152

Signing Officer

Name
Dennis Thomas
Title
Treasurer
Signed
2018-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Ramon F Cesta CPA
Address
2700 Lake Villa Drive Suite 201, Metairie, LA 70002
Preparer
Ramon F Cesta
Phone
5044659451
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1413”

Other Expenses.1003

“Information Technology $584”

Other Expenses.1007

“Conferences, Conventions, and Meetings $2285”

Other Expenses.1012

“Insurance $570”

Other Expenses.1

“General meetings $3900”

Other Expenses.2

“Special Meetings $1924”

Other Expenses.3

“Board expenses $910”

Other Expenses.4

“Professional development $304”

Raw XML Appendix110 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/PersonNm0Dennis Thomas
IRS990EZ/BooksInCareOfDetail/PhoneNum05049342260
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 52155
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0New Orleans
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070152
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030022
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030219
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0197
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030022
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030219
IRS990EZ/FundraisingGrossIncomeAmt013070
IRS990EZ/GrossReceiptsAmt020300
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07230
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030022
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030219
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030022
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030219
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Terry Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Matthew Primeau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dennis Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011890
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Satellite seminars provided to all members as well as access to monthly meetings and regional and international seminars.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Satellite seminars provided to all members for continuing education as well as access to monthly meetings and regional and international seminars.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08198
IRS990EZ/SpecialEventsNetIncomeLossAmt04872
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011905
IRS990EZ/TotalRevenueAmt012102
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.ismgno.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $2285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4General meetings $3900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Special Meetings $1924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Board expenses $910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Professional development $304
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dennis Thomas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Institute for Supply
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Management - Greater New Orleans Inc
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0237256877
ReturnHeader/Filer/PhoneNum05045332118
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 52155
ReturnHeader/Filer/USAddress/CityNm0New Orleans
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAMON F CESTA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02700 Lake Villa Drive Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Metairie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070002
ReturnHeader/PreparerPersonGrp/PhoneNum05044659451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ramon F Cesta
ReturnHeader/ReturnTs02018-01-30T06:19:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,219
Liabilities
-
Net assets
$30,219
Revenue
$12,102
Expenses
$11,905
Net income
$197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$33.5$33.5$16.5$8.73$7.75
2019Detailed filing. Detailed filing data is available for this year.$25.7$25.7$10.6$9.47$1.11
2018Detailed filing. Detailed filing data is available for this year.$24.6$24.6$8.06$13.6$5.59
2017Detailed filing. Detailed filing data is available for this year.$30.2$30.2$12.1$11.9$0.20
2016Detailed filing. Detailed filing data is available for this year.$30.0$30.0$13.0$21.5$8.41
2015Detailed filing. Detailed filing data is available for this year.$38.4$38.4$10.7$13.9$3.16
2014Detailed filing. Detailed filing data is available for this year.$41.6$41.6$15.9$16.3$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.0$42.0$27.9$29.6$1.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.6$43.6$26.3$27.8$1.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.1$45.1$26.1$25.4$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.5$44.5$26.1$28.3$2.21