Civic Intelligence

Apics Chapter 64

990EZ • Fiscal year 2022 • EIN 23-7322827

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2022

8235 Troy Pike Box 139Huber Heights, OH 45424

(937) 260-2634

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

34th percentile

-5.8%

Higher net margin than 34% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

42nd percentile

-3.3%

Faster asset growth than 42% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

26%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$119,952

Down $4,142 (-3.3%) from 2021

Net Assets

Down

$119,952

Down $3,777 (-3.1%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$65,375

Up $13,296 (+26%) from 2021

Expenses

Up

$69,153

Up $21,464 (+45%) from 2021

Net Income

Down

-$3,778

Down $8,168 (-186%) from 2021

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

2022

Assets$119,952
Liabilities-
Net Assets$119,952

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

2022

Revenue$65,375
Expenses$69,153
Net Income-$3,778
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2022
Return Version
2021v4.0
Gross Receipts
$65,375
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
KENNETH KESSLERTreasurer-$0--
DAN HOLZPresident-$0--
MARCIA TOWNSENDSecretary-$0--
POLLY SMITHActing Treas-$0--
Filing and Contact Details

Filer

Filer Name
Apics Chapter 64
EIN
23-7322827
Phone
9372602634
Address
8235 TROY PIKE BOX 139, HUBER HEIGHTS, OH 45424

Signing Officer

Name
Polly Smith
Title
Acting Treasurer
Phone
9377652661
Signed
2022-05-12
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, Page 1, Item C

American production and inventory control society

Form 990-ez, Part I, Line 16

Expenses office expense 3,270 education expense 4,740 special events 1,845 web page administration 1,521 books & education matl 13,069 scholarship 2,500 instructor expense 34,642 academic liaison 75 finance charge 75 marketing 819 exam vouchers 4,248 contract services 1,357 newsletter expense 169 treasurer expenses 523 total 68,853

Form 990-ez, Part II, Line 26

PNC REWARDS VISA 365 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 Appendix108 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/AddressLine1Txt08235 TROY PIKE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUBER HEIGHTS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045424
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0124095
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119952
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-3778
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0123730
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN HOLZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARCIA TOWNSEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3POLLY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ACTING TREAS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt068853
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/ProgramServiceRevenueAmt062446
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/BOYAmt0365
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069153
IRS990EZ/TotalRevenueAmt065375
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMERICAN PRODUCTION AND INVENTORY CONTROL SOCIETY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 3,270 EDUCATION EXPENSE 4,740 SPECIAL EVENTS 1,845 WEB PAGE ADMINISTRATION 1,521 BOOKS & EDUCATION MATL 13,069 SCHOLARSHIP 2,500 INSTRUCTOR EXPENSE 34,642 ACADEMIC LIAISON 75 FINANCE CHARGE 75 MARKETING 819 EXAM VOUCHERS 4,248 CONTRACT SERVICES 1,357 NEWSLETTER EXPENSE 169 TREASURER EXPENSES 523 TOTAL 68,853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC REWARDS VISA 365 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4TO 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, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 W MAIN ST
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ReturnHeader/ReturnTs02023-05-11T10:29:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0POLLY
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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