Civic Intelligence

Institute for Supply Management - Chicago Inc

EIN 36-1653394 • 501(c)6 • Milwaukee, WI

Profile

The Association is dedicated to strengthening the procurement community through education, research, and communication to lead supply management in the midwest through ethics, professionalism, education, research, and networking.

11801 W Silver Spring Drive Suite 2Milwaukee, WI 53225

www.ism-chicago.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

95th percentile

42%

Higher net margin than 95% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-4.7%

Faster revenue growth than 25% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$954,743

Up $93,906 (+11%) from 2024

Liabilities

Up

$6,487

Up $3,153 (+95%) from 2024

Net Assets

Up

$948,256

Up $90,753 (+11%) from 2024

Revenue

Down

$217,406

Down $10,801 (-4.7%) from 2024

Expenses

Down

$126,653

Down $6,267 (-4.7%) from 2024

Net Income

Down

$90,753

Down $4,534 (-4.8%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $474,769Liabilities 2011: $0Net Assets 2011: $474,7692011Assets 2012: $619,320Liabilities 2012: $0Net Assets 2012: $619,3202012Assets 2013: $626,099Liabilities 2013: $0Net Assets 2013: $626,0992013Assets 2014: $628,940Liabilities 2014: $0Net Assets 2014: $628,9402014Assets 2015: $638,026Liabilities 2015: $0Net Assets 2015: $638,0262015Assets 2016: $645,523Liabilities 2016: $0Net Assets 2016: $645,5232016Assets 2017: $644,312Liabilities 2017: $0Net Assets 2017: $644,3122017Assets 2018: $616,558Liabilities 2018: $0Net Assets 2018: $616,5582018Assets 2019: $619,189Liabilities 2019: $0Net Assets 2019: $619,1892019Assets 2020: $659,239Liabilities 2020: $0Net Assets 2020: $659,2392020Assets 2021: $767,855Liabilities 2021: $0Net Assets 2021: $767,8552021Assets 2022: $755,588Liabilities 2022: $0Net Assets 2022: $755,5882022Assets 2023: $762,216Liabilities 2023: $0Net Assets 2023: $762,2162023Assets 2024: $860,837Liabilities 2024: $3,334Net Assets 2024: $857,5032024Assets 2025: $954,743Liabilities 2025: $6,487Net Assets 2025: $948,2562025

Highlighted filing

2025

Assets$954,743
Liabilities$6,487
Net Assets$948,256

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $189,6692011Expenses 2012: $184,0032012Expenses 2013: $206,8532013Revenue 2014: $234,257Expenses 2014: $231,416Net Income 2014: $2,8412014Revenue 2015: $203,817Expenses 2015: $194,731Net Income 2015: $9,0862015Revenue 2016: $204,080Expenses 2016: $196,583Net Income 2016: $7,4972016Revenue 2017: $191,024Expenses 2017: $192,235Net Income 2017: -$1,2112017Revenue 2018: $158,817Expenses 2018: $186,571Net Income 2018: -$27,7542018Revenue 2019: $170,641Expenses 2019: $168,010Net Income 2019: $2,6312019Revenue 2020: $155,743Expenses 2020: $115,693Net Income 2020: $40,0502020Revenue 2021: $185,202Expenses 2021: $76,586Net Income 2021: $108,6162021Revenue 2022: $78,573Expenses 2022: $90,840Net Income 2022: -$12,2672022Revenue 2023: $114,005Expenses 2023: $107,377Net Income 2023: $6,6282023Revenue 2024: $228,207Expenses 2024: $132,920Net Income 2024: $95,2872024Revenue 2025: $217,406Expenses 2025: $126,653Net Income 2025: $90,7532025

Highlighted filing

2025

Revenue$217,406
Expenses$126,653
Net Income$90,753

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.55$0.06$9.48$2.17$1.27$0.91
2024Detailed filing. Detailed filing data is available for this year.$8.61$0.03$8.58$2.28$1.33$0.95
2023Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$1.14$1.07$0.07
2022Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.79$0.91$0.12
2021Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$1.85$0.77$1.09
2020Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$1.56$1.16$0.40
2019Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$1.71$1.68$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$1.59$1.87$0.28
2017Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$1.91$1.92$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$2.04$1.97$0.07
2015Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$2.04$1.95$0.09
2014Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$2.34$2.31$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.00$6.26$2.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.19$0.00$6.19$1.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$0.00$4.75$1.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 25, 2025
Return Version
2024v5.2
Gross Receipts
$217,406
Mission and Program Overview

Mission

The Association is dedicated to strengthening the procurement community through education, research, and communication to lead supply management in the midwest through ethics, professionalism, education, research, and networking.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$857,503$948,256▲ $90,753
Investments in Publicly Traded Securities$559,123$634,302▲ $75,179
Savings and Temporary Cash Investments$216,977$289,756▲ $72,779
Prepaid Expenses and Deferred Charges$70,421$0▼ $70,421
Cash and Non-Interest-Bearing Accounts$14,316$30,685▲ $16,369
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$860,837$954,743▲ $93,906
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,334$6,487▲ $3,153
Total Liabilities$3,334$6,487▲ $3,153
Net Assets / Fund Balance
Total Net Assets Fund Balance$857,503$948,256▲ $90,753
Total Liabilities and Net Assets / Fund Balance$860,837$954,743▲ $93,906
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shaun JonesImmediate Past President
Sarah MonroePresident
Jennifer StellExecutive Vice President
Desen LuSenior Vice President
Brandon HummonsDirector
Robert MietusDirector
Sam CagleDirector
Angie BerlangaSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$129,448
Investment Income
$87,958
Other Revenue
$0
Change in Net Assets
$90,753
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$126,653
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$68,496
Conferences and Meetings---$25,709
Travel---$3,335
Office Expenses---$2,624
Fees for Services Accounting---$575
Information Technology---$401
Other Expenses---$1
Total Functional Expenses$0$0$0$126,653
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization contracts with Wisconsin Association Management, LLC a For-Profit Management Company to provide office facilities, management, record-keeping, accounting, storage, & related overhead costs.

Form 990, Part VI, Section A, Line 6

The organization has members.

Form 990, Part VI, Section A, Line 7A

The organization's board of directors is elected by the members.

Form 990, Part VI, Section A, Line 7B

Amending the bylaws requires approval by all members.

Form 990, Part VI, Section B, Line 11B

The 990 is made available to the entire governing body for any comments or questions before filing. The document is also reviewed in detail by the Secretary-Treasurer

Form 990, Part VI, Section B, Line 12C

Conflict of interest is the first agenda item at each board meeting. If any conflicts exist, they are disclosed at the beginning of the meeting and a decision by the board is made as to how to handle it. The persons may be excused from the meeting or part of the meeting depending on the content.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Institute for Supply Management -
EIN
36-1653394
Phone
8472981940
Address
11801 W Silver Spring Drive Suite 2, Milwaukee, WI 53225

Signing Officer

Name
Angie Berlanga
Title
Secretary/Treasurer
Signed
2025-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Monroe President
Formed
1913
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
20

Preparer

Firm
WAM CPA Services LLC
Address
11801 W SILVER SPRING DR 200, Milwaukee, WI 53225
Preparer
Adam Woznicki CPA
Phone
4145306114
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt098741
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126472
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24235
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt098741
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126472
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24235
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0119269
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0132920
IRS990/PYProgramServiceRevenueAmt0108938
IRS990/PYRevenuesLessExpensesAmt095287
IRS990/PYTotalExpensesAmt0132920
IRS990/PYTotalRevenueAmt0228207
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt090753
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0857503
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0948256
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0216977
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0289756
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization contracts with Wisconsin Association Management, LLC a For-Profit Management Company to provide office facilities, management, record-keeping, accounting, storage, & related overhead costs.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's board of directors is elected by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Amending the bylaws requires approval by all members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The 990 is made available to the entire governing body for any comments or questions before filing. The document is also reviewed in detail by the Secretary-Treasurer
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONFLICT OF INTEREST IS THE FIRST AGENDA ITEM AT EACH BOARD MEETING. IF ANY CONFLICTS EXIST, THEY ARE DISCLOSED AT THE BEGINNING OF THE MEETING AND A DECISION BY THE BOARD IS MADE AS TO HOW TO HANDLE IT. THE PERSONS MAY BE EXCUSED FROM THE MEETING OR PART OF THE MEETING DEPENDING ON THE CONTENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0860837
IRS990/TotalAssetsEOYAmt0954743
IRS990/TotalAssetsGrp/BOYAmt0860837
IRS990/TotalAssetsGrp/EOYAmt0954743
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0126653
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03334
IRS990/TotalLiabilitiesEOYAmt06487
IRS990/TotalLiabilitiesGrp/BOYAmt03334
IRS990/TotalLiabilitiesGrp/EOYAmt06487
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0857503
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0948256
IRS990/TotalProgramServiceRevenueAmt0129448
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0217406
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0217406
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0860837
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0954743
IRS990/TravelGrp/TotalAmt03335
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.ism-chicago.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Angie Berlanga
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Institute for Supply Management -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Chicago Inc
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0361653394
ReturnHeader/Filer/PhoneNum08472981940
ReturnHeader/Filer/USAddress/AddressLine1Txt011801 W Silver Spring Drive Suite 2
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053225
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811715487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAM CPA Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011801 W SILVER SPRING DR 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053225
ReturnHeader/PreparerPersonGrp/PhoneNum04145306114
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam Woznicki CPA
ReturnHeader/ReturnTs02025-08-25T09:48:03-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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