Civic Intelligence

Apics Chapter 64

990EZ • Fiscal year 2017 • EIN 23-7322827

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 20, 2018

5100 Springfield Street Suite 108Dayton, OH 45431

(937) 765-2661

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.02x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

5th percentile

-56%

Higher net margin than 5% of similar nonprofits.

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

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.

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

Asset Growth

27th percentile

-9.2%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

4th percentile

-54%

Faster revenue growth than 4% of similar nonprofits.

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

Assets

Down

$107,465

Down $10,942 (-9.2%) from 2016

Net Assets

Down

$107,070

Down $10,924 (-9.3%) from 2016

Liabilities

Down

$395

Down $18 (-4.4%) from 2016

Revenue

Down

$19,567

Down $22,668 (-54%) from 2016

Expenses

Down

$30,492

Down $7,881 (-21%) from 2016

Net Income

Down

-$10,925

Down $14,787 (-383%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $114,132Liabilities 2015: $3,895Net Assets 2015: $110,2372015Assets 2016: $118,407Liabilities 2016: $413Net Assets 2016: $117,9942016Assets 2017: $107,465Liabilities 2017: $395Net Assets 2017: $107,0702017Assets 2018: $99,685Net Assets 2018: $99,6852018Assets 2019: $108,865Liabilities 2019: $609Net Assets 2019: $108,2562019Assets 2020: $119,341Net Assets 2020: $119,3412020Assets 2021: $124,094Liabilities 2021: $365Net Assets 2021: $123,7292021Assets 2022: $119,952Net Assets 2022: $119,9522022Assets 2023: $136,085Net Assets 2023: $136,0852023Assets 2024: $150,276Net Assets 2024: $150,2762024Assets 2025: $185,525Net Assets 2025: $185,5252025

Highlighted filing

2017

Assets$107,465
Liabilities$395
Net Assets$107,070

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $66,752Expenses 2015: $63,529Net Income 2015: $3,2232015Revenue 2016: $42,235Expenses 2016: $38,373Net Income 2016: $3,8622016Revenue 2017: $19,567Expenses 2017: $30,492Net Income 2017: -$10,9252017Revenue 2018: $26,935Expenses 2018: $34,315Net Income 2018: -$7,3802018Revenue 2019: $86,963Expenses 2019: $78,392Net Income 2019: $8,5712019Revenue 2020: $74,689Expenses 2020: $63,604Net Income 2020: $11,0852020Revenue 2021: $52,079Expenses 2021: $47,689Net Income 2021: $4,3902021Revenue 2022: $65,375Expenses 2022: $69,153Net Income 2022: -$3,7782022Revenue 2023: $96,566Expenses 2023: $80,430Net Income 2023: $16,1362023Revenue 2024: $94,682Expenses 2024: $80,491Net Income 2024: $14,1912024Revenue 2025: $181,355Expenses 2025: $146,040Net Income 2025: $35,3152025

Highlighted filing

2017

Revenue$19,567
Expenses$30,492
Net Income-$10,925
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 20, 2018
Return Version
2016v3.1
Gross Receipts
$19,567
Mission and Program Overview

Mission

The society is organized and shall be operated for the purposes of research and educational as follows: 1. To maintain high standards in the field of operations management. 2. Provide a means of mutual exchange of experience and ideas among all those interested in the field. 3. Advance the theory, techniques and practices in the field of operations management by promoting educational programs for its members. 4. Assist members, interested non-members and enrolled students in keeping abreast of the theory, techniques and practice.

Program Services

DescriptionGrantsExpenses
TO SUPPLY RESEARCH AND EDUCATION TO MAINTAIN HIGH STANDARDS IN THE FIELD OF OPERATIONS MANAGEMENT, PROVIDE FOR A MUTUAL EXCHANGE OF EXPERIENCE AND IDEAS AMONG MEMBERS, SUPPLYING EDUCATIONAL PROGRAMS TO ASSIST MEMBER, INTERESTED NON-MEMBERS AND STUDENTS IN THE FIELD OF OPERATIONS MANAGEMENT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN M DONNELYPresident-$0--
POLLY SMITHTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Apics Chapter 64
EIN
23-7322827
Address
5100 SPRINGFIELD STREET SUITE 108, DAYTON, OH 45431

Signing Officer

Name
Polly Smith
Title
Treasurer
Signed
2018-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Susan a Rambeau CPA
Address
120 W MAIN ST, TIPP CITY, OH 45371
Preparer
Susan a Rambeau CPA
Phone
9376673000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses academic liaison 2,675 education expense 917 pdm expense 3,806 special events 3,675 web page administration 2,229 supplies 786 books & education matl 5,094 scholarship 2,500 finance charges 29 contract services 8,781 total 30,492

Form 990-ez, Part II, Line 26

Adjustments 0 0 pnc rewards visa 413 395

Form 990-ez, Part III

The society is organized and shall be operated for the purposes of research and educational as follows: 1. To maintain high standards in the field of operations management. 2. Provide a means of mutual exchange of experience and ideas among all those interested in the field. 3. Advance the theory, techniques and practices in the field of operations management by promoting educational programs for its members. 4. Assist members, interested non-members and enrolled students in keeping abreast of the theory, techniques and practice.

Form 990-ez, Part III, Line 28

To supply research and education to maintain high standards in the field of operations management, provide for a mutual exchange of experience and ideas among members, supplying educational programs to assist member, interested non-members and students in the field of operations management.

Raw XML Appendix96 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/PersonNm0POLLY SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum09377652661
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012350 MILTON CARLISLE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW CARLISLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045344
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0118408
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107465
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06298
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10925
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0118408
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107465
IRS990EZ/GrossReceiptsAmt019567
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0249
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0117995
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107070
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0117995
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107070
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN M DONNELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1POLLY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030492
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SOCIETY IS ORGANIZED AND SHALL BE OPERATED FOR THE PURPOSES OF RESEARCH AND EDUCATIONAL AS FOLLOWS: 1. TO MAINTAIN HIGH STANDARDS IN THE FIELD OF OPERATIONS MANAGEMENT. 2. PROVIDE A MEANS OF MUTUAL EXCHANGE OF EXPERIENCE AND IDEAS AMONG ALL THOSE INTERESTED IN THE FIELD. 3. ADVANCE THE THEORY, TECHNIQUES AND PRACTICES IN THE FIELD OF OPERATIONS MANAGEMENT BY PROMOTING EDUCATIONAL PROGRAMS FOR ITS MEMBERS. 4. ASSIST MEMBERS, INTERESTED NON-MEMBERS AND ENROLLED STUDENTS IN KEEPING ABREAST OF THE THEORY, TECHNIQUES AND PRACTICE.
IRS990EZ/ProgramServiceRevenueAmt013020
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPLY RESEARCH AND EDUCATION TO MAINTAIN HIGH STANDARDS IN THE FIELD OF OPERATIONS MANAGEMENT, PROVIDE FOR A MUTUAL EXCHANGE OF EXPERIENCE AND IDEAS AMONG MEMBERS, SUPPLYING EDUCATIONAL PROGRAMS TO ASSIST MEMBER, INTERESTED NON-MEMBERS AND STUDENTS IN THE FIELD OF OPERATIONS MANAGEMENT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0413
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0395
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030492
IRS990EZ/TotalRevenueAmt019567
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ACADEMIC LIAISON 2,675 EDUCATION EXPENSE 917 PDM EXPENSE 3,806 SPECIAL EVENTS 3,675 WEB PAGE ADMINISTRATION 2,229 SUPPLIES 786 BOOKS & EDUCATION MATL 5,094 SCHOLARSHIP 2,500 FINANCE CHARGES 29 CONTRACT SERVICES 8,781 TOTAL 30,492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADJUSTMENTS 0 0 PNC REWARDS VISA 413 395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOCIETY IS ORGANIZED AND SHALL BE OPERATED FOR THE PURPOSES OF RESEARCH AND EDUCATIONAL AS FOLLOWS: 1. TO MAINTAIN HIGH STANDARDS IN THE FIELD OF OPERATIONS MANAGEMENT. 2. PROVIDE A MEANS OF MUTUAL EXCHANGE OF EXPERIENCE AND IDEAS AMONG ALL THOSE INTERESTED IN THE FIELD. 3. ADVANCE THE THEORY, TECHNIQUES AND PRACTICES IN THE FIELD OF OPERATIONS MANAGEMENT BY PROMOTING EDUCATIONAL PROGRAMS FOR ITS MEMBERS. 4. ASSIST MEMBERS, INTERESTED NON-MEMBERS AND ENROLLED STUDENTS IN KEEPING ABREAST OF THE THEORY, TECHNIQUES AND PRACTICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO SUPPLY RESEARCH AND EDUCATION TO MAINTAIN HIGH STANDARDS IN THE FIELD OF OPERATIONS MANAGEMENT, PROVIDE FOR A MUTUAL EXCHANGE OF EXPERIENCE AND IDEAS AMONG MEMBERS, SUPPLYING EDUCATIONAL PROGRAMS TO ASSIST MEMBER, INTERESTED NON-MEMBERS AND STUDENTS IN THE FIELD OF OPERATIONS MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0POLLY SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APICS CHAPTER 64
ReturnHeader/Filer/BusinessNameControlTxt0APIC
ReturnHeader/Filer/EIN0237322827
ReturnHeader/Filer/USAddress/AddressLine1Txt05100 SPRINGFIELD STREET SUITE 108
ReturnHeader/Filer/USAddress/CityNm0DAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045431
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DDE233634772D10E504DC8FE768467BD9E5983F9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03B1D31E76CD1C70699A781690D44F456F7344810
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202075061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUSAN A RAMBEAU CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 W MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIPP CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045371
ReturnHeader/PreparerPersonGrp/PhoneNum09376673000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN A RAMBEAU CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-03T13:24:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings