Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
69th percentile
Higher net margin than 69% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
58th percentile
Faster revenue growth than 58% of similar nonprofits.
Balance Sheet
Assets
Up$119,341
Up $10,476 (+9.6%) from 2019
Net Assets
Up$119,341
Up $11,085 (+10%) from 2019
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$74,689
Down $12,274 (-14%) from 2019
Expenses
Down$63,604
Down $14,788 (-19%) from 2019
Net Income
Up$11,085
Up $2,514 (+29%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- Dec 12, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $74,689
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
| Description | Grants | Expenses |
|---|---|---|
| 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
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KEN KESSLER | Treasurer | - | $0 | - | - |
| DAN HOLZ | President | - | $0 | - | - |
| MARCIA TOWNSEND | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Apics Chapter 64
- EIN
- 23-7322827
- Phone
- 2709879722
- Address
- 5100 SPRINGFIELD STREET SUITE 108, DAYTON, OH 45431
Signing Officer
- Name
- Ken Kessler
- Title
- Treasurer
- Phone
- 9372602634
- Signed
- 2020-12-12
- 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 office expense 965 insurance 1,091 education expense 141 pdm expense 1,238 special events 579 web page administration 2,307 books & education matl 15,185 scholarship 2,500 exam vouchers 12,650 instructor expense 22,748 academic liaison 2,921 finance charge 551 marketing 286 awards 192 total 63,354”
Form 990-ez, Part II, Line 26
“PNC REWARDS VISA 609 0”
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 Appendix100 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | KEN KESSLER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2709879722 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5100 SPRINGFIELD STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | DAYTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 45431 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 108865 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 119341 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 5233 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11085 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 250 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 108865 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 119341 |
| IRS990EZ/GrossReceiptsAmt | 0 | 74689 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 729 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 108256 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 119341 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 108256 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 119341 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KEN KESSLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAN HOLZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MARCIA TOWNSEND |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 63354 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 68727 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OH |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 609 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 63604 |
| IRS990EZ/TotalRevenueAmt | 0 | 74689 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE EXPENSE 965 INSURANCE 1,091 EDUCATION EXPENSE 141 PDM EXPENSE 1,238 SPECIAL EVENTS 579 WEB PAGE ADMINISTRATION 2,307 BOOKS & EDUCATION MATL 15,185 SCHOLARSHIP 2,500 EXAM VOUCHERS 12,650 INSTRUCTOR EXPENSE 22,748 ACADEMIC LIAISON 2,921 FINANCE CHARGE 551 MARKETING 286 AWARDS 192 TOTAL 63,354 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PNC REWARDS VISA 609 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KEN KESSLER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9372602634 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-12-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | APICS CHAPTER 64 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | APIC |
| ReturnHeader/Filer/EIN | 0 | 237322827 |
| ReturnHeader/Filer/PhoneNum | 0 | 2709879722 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 5100 SPRINGFIELD STREET SUITE 108 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DAYTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 45431 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 202075061 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SUSAN A RAMBEAU CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 120 W MAIN ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TIPP CITY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 45371 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9376673000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-01-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SUSAN A RAMBEAU CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2021-01-05T09:24:02-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $119,341
- Liabilities
- -
- Net assets
- $119,341
- Revenue
- $74,689
- Expenses
- $63,604
- Net income
- $11,085