Civic Intelligence

Apics - Central Indiana Chapter Incorporated

990EZ • Fiscal year 2023 • EIN 35-1422760

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

Organization ProfileN/A
8520 Allison Point Blvd Suite 220Indianapolis, IN 46250

(317) 503-4473

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

55th percentile

4.1%

Higher net margin than 55% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

96th percentile

$4,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

56th percentile

3.5%

Faster asset growth than 56% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

417%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$192,134

Up $6,468 (+3.5%) from 2022

Net Assets

Up

$192,134

Up $6,468 (+3.5%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin55th percentile

Revenue

Up

$156,080

Up $125,895 (+417%) from 2022

Expenses

Up

$149,612

Up $104,318 (+230%) from 2022

Net Income

Up

$6,468

Up $21,577 (+143%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$300K$200K$100K$0Assets 2022: $185,666Net Assets 2022: $185,6662022Assets 2023: $192,134Net Assets 2023: $192,1342023Assets 2024: $216,393Liabilities 2024: $0Net Assets 2024: $216,3932024Assets 2025: $184,826Liabilities 2025: $0Net Assets 2025: $184,8262025

Highlighted filing

2023

Assets$192,134
Liabilities-
Net Assets$192,134
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$200K$100K$0-$100KRevenue 2022: $30,185Expenses 2022: $45,294Net Income 2022: -$15,1092022Revenue 2023: $156,080Expenses 2023: $149,612Net Income 2023: $6,4682023Revenue 2024: $182,110Expenses 2024: $157,851Net Income 2024: $24,2592024Revenue 2025: $121,726Expenses 2025: $153,293Net Income 2025: -$31,5672025

Highlighted filing

2023

Revenue$156,080
Expenses$149,612
Net Income$6,468
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$156,080
Mission and Program Overview

Mission

Education of members and non-members in Inventory Management.

Program Services

DescriptionGrantsExpenses
EDUCATION-CLASSES FOR EDUCATION OF APICS MATERIAL (INVENTORY MGMT) MRP/ERP, MASTER SCHEDULING, MATERIALS MGMT, SYSTEMS TECHNOLOGY-$143,698
PROGRAMS-DINNER MEETINGS AND TOURS TO PROMOTE APICS.--
SEMINARS-TRAINING SESSIONS AND MEETINGS ON SPECIFIC APICS TOPICS.--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY BAYLEYVP Of Financ-$4,000-$4,000
PRU STAIN-GAMSOVP Company C-$0--
TAMMY LANTZVP Of EducatPT$0--
KIMBER RUEFFVP Of Admini-$0--
PETER CLONTSPresidentPT$0--
JASON WHEELERVP Of Market-$0--
ANDREW WILSONVP Of Progra-$0--
Filing and Contact Details

Filer

Filer Name
Apics-central Indiana Chapter
EIN
35-1422760
Phone
3175034473
Address
8520 ALLISON POINT BLVD SUITE 220, INDIANAPOLIS, IN 46250

Signing Officer

Name
Wendy Bayley
Title
VP of Finance/it
Phone
3172252331
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Compass Pointe Cpas Llp
Address
609 TREYBOURNE DR STE A, GREENWOOD, IN 46142
Preparer
Angela L Coy CPA
Phone
3178816670
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies 3 it expense 2,533 board meeting 346 insurance 826 educational expenses 109,829 credit card proc. Fee 2,234 pres celebration 831 member expense 10,149 program expense 100 total 126,851”

Form 990-ez, Part II, Line 24

“Equipment 5,577 5,577 less accumulated depreciation 5,577 5,577 total 0 0”

Raw XML Appendix121 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/PersonNm0WENDY BAYLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum03175034473
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010142 PARKSHORE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FISHERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046038
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0185666
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0192134
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06468
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04748
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0185666
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0192134
IRS990EZ/GrossReceiptsAmt0156080
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt025
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02134
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0185666
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0192134
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0185666
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0192134
IRS990EZ/OccupancyRentUtltsAndMaintAmt01163
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt44000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PRU STAIN-GAMSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAMMY LANTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIMBER RUEFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETER CLONTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WENDY BAYLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JASON WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANDREW WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP COMPANY C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF EDUCAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF ADMINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF FINANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF MARKET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF PROGRA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0126851
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION OF MEMBERS AND NON-MEMBERS IN INVENTORY MANAGEMENT.
IRS990EZ/PrintingPublicationsPostageAmt016850
IRS990EZ/ProgramServiceRevenueAmt0153921
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION-CLASSES FOR EDUCATION OF APICS MATERIAL (INVENTORY MGMT) MRP/ERP, MASTER SCHEDULING, MATERIALS MGMT, SYSTEMS TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROGRAMS-DINNER MEETINGS AND TOURS TO PROMOTE APICS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SEMINARS-TRAINING SESSIONS AND MEETINGS ON SPECIFIC APICS TOPICS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0143698
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0149612
IRS990EZ/TotalProgramServiceExpensesAmt0143698
IRS990EZ/TotalRevenueAmt0156080
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 3 IT EXPENSE 2,533 BOARD MEETING 346 INSURANCE 826 EDUCATIONAL EXPENSES 109,829 CREDIT CARD PROC. FEE 2,234 PRES CELEBRATION 831 MEMBER EXPENSE 10,149 PROGRAM EXPENSE 100 TOTAL 126,851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 5,577 5,577 LESS ACCUMULATED DEPRECIATION 5,577 5,577 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY BAYLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE/IT
ReturnHeader/BusinessOfficerGrp/PhoneNum03172252331
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APICS-CENTRAL INDIANA CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0APIC
ReturnHeader/Filer/EIN0351422760
ReturnHeader/Filer/PhoneNum03175034473
ReturnHeader/Filer/USAddress/AddressLine1Txt08520 ALLISON POINT BLVD SUITE 220
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046250
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371450744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COMPASS POINTE CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0609 TREYBOURNE DR STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046142
ReturnHeader/PreparerPersonGrp/PhoneNum03178816670
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA L COY CPA
ReturnHeader/ReturnTs02023-11-14T08:06:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WENDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAYLEY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$192,134
Liabilities
-
Net assets
$192,134
Revenue
$156,080
Expenses
$149,612
Net income
$6,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.22$1.53$0.32
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.82$1.58$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.92$1.92$1.56$1.50$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.86$1.86$0.30$0.45$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)7 • <$500k nonprofits