Civic Intelligence

Institute for Supply

EIN 38-0946325 • 501(c)6 • Royal Oak, MI

Profile

The institute for supply management - southeast michigan provides leadership in purchasing and supply management research and education. Ism provides opportunities for purchasing professionals to expand their professional skills and knowledge through monthly meetings, educational programs, and training seminars. There are approximately 200 members.

29488 Woodward 456Royal Oak, MI 48073

www.ism-sem.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

39th percentile

-4.8%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

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

Asset Growth

50th percentile

-0.8%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

61st percentile

7.0%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$71,716

Down $567 (-0.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$71,716

Down $567 (-0.8%) from 2021

Operations
Liabilities / Revenue50th percentileNet Margin39th percentile

Revenue

Up

$11,854

Up $775 (+7.0%) from 2021

Expenses

Up

$12,421

Up $5,149 (+71%) from 2021

Net Income

Down

-$567

Down $4,374 (-115%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$150K$100K$50K$0Assets 2010: $137,256Liabilities 2010: $0Net Assets 2010: $137,2562010Assets 2011: $126,563Liabilities 2011: $0Net Assets 2011: $126,5632011Assets 2012: $119,961Liabilities 2012: $0Net Assets 2012: $119,9612012Assets 2013: $110,970Liabilities 2013: $0Net Assets 2013: $110,9702013Assets 2014: $92,418Liabilities 2014: $0Net Assets 2014: $92,4182014Assets 2015: $73,721Liabilities 2015: $0Net Assets 2015: $73,7212015Assets 2016: $62,208Liabilities 2016: $0Net Assets 2016: $62,2082016Assets 2017: $59,168Liabilities 2017: $0Net Assets 2017: $59,1682017Assets 2018: $65,501Liabilities 2018: $0Net Assets 2018: $65,5012018Assets 2019: $67,287Liabilities 2019: $0Net Assets 2019: $67,2872019Assets 2020: $68,476Liabilities 2020: $0Net Assets 2020: $68,4762020Assets 2021: $72,283Liabilities 2021: $0Net Assets 2021: $72,2832021Assets 2022: $71,716Liabilities 2022: $0Net Assets 2022: $71,7162022

Highlighted filing

2022

Assets$71,716
Liabilities$0
Net Assets$71,716
Open 2022 Filing

Operations Trend

Revenue Growth61st percentile

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

$100K$50K$0-$50KRevenue 2010: $77,257Expenses 2010: $84,681Net Income 2010: -$7,4242010Revenue 2011: $73,144Expenses 2011: $83,837Net Income 2011: -$10,6932011Revenue 2012: $74,260Expenses 2012: $80,862Net Income 2012: -$6,6022012Revenue 2013: $72,059Expenses 2013: $81,050Net Income 2013: -$8,9912013Revenue 2014: $55,739Expenses 2014: $74,291Net Income 2014: -$18,5522014Revenue 2015: $52,037Expenses 2015: $70,734Net Income 2015: -$18,6972015Revenue 2016: $36,401Expenses 2016: $47,914Net Income 2016: -$11,5132016Revenue 2017: $22,697Expenses 2017: $25,737Net Income 2017: -$3,0402017Revenue 2018: $18,762Expenses 2018: $12,429Net Income 2018: $6,3332018Revenue 2019: $7,482Expenses 2019: $5,696Net Income 2019: $1,7862019Revenue 2020: $9,457Expenses 2020: $8,268Net Income 2020: $1,1892020Revenue 2021: $11,079Expenses 2021: $7,272Net Income 2021: $3,8072021Revenue 2022: $11,854Expenses 2022: $12,421Net Income 2022: -$5672022

Highlighted filing

2022

Revenue$11,854
Expenses$12,421
Net Income-$567
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,716
Liabilities
$0
Net assets
$71,716
Revenue
$11,854
Expenses
$12,421
Net income
-$567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.12$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.11$0.07$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.09$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.07$0.06$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.19$0.12$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.23$0.26$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.36$0.48$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.52$0.71$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.56$0.74$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.72$0.81$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.74$0.81$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.73$0.84$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.77$0.85$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$11,854
Mission and Program Overview

Mission

The institute for supply management - southeast michigan provides leadership in purchasing and supply management research and education. Ism provides opportunities for purchasing professionals to expand their professional skills and knowledge through monthly meetings, educational programs, and training seminars. There are approximately 200 members.

Program Services

DescriptionGrantsExpenses
MEETINGS, EDUCATIONAL PROGRAMS, AND TRAINING SEMINARS THAT PROVIDE OPPORTUNITIES FOR PURCHASING PROFESSIONALS TO EXPAND THEIR KNOWLEDGE AND PROFESSIONAL SKILLS.$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J SCOTT MORSPresident-$0--
DANIEL SNYDERVice President-$0--
CHRISTINA MEREDITHSecretary-$0--
JAMES MCNEARYTreasurer-$0--
RAYMOND BATURADirector-$0--
JONATHAN BERGDirector-$0--
LORI SISKDirector-$0--
SCOTT SNYDERDirector-$0--
LUKE TAPPENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Supply
EIN
38-0946325
Phone
3138810800
Address
29488 WOODWARD 456, ROYAL OAK, MI 48073

Signing Officer

Name
James Mcneary
Title
Treasurer
Phone
3138810800
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 300, AUBURN HILLS, MI 48326
Preparer
Tina M Peters
Phone
2483757100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 1,042. Description: ism admin fees. Amount: 1,200. Description: events/programs. Amount: 4,730. Description: other expense. Amount: 5,449. Total to form 990-ez, line 16: 12,421.”

Raw XML Appendix142 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES MCNEARY
IRS990EZ/BooksInCareOfDetail/PhoneNum03133335192
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt029488 WOODWARD AVE 456
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROYAL OAK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048073
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072283
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IRS990EZ/ForeignFinancialAccountInd00
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IRS990EZ/MembershipDuesAmt011854
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072283
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071716
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0J SCOTT MORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINA MEREDITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES MCNEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RAYMOND BATURA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JONATHAN BERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LORI SISK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SCOTT SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LUKE TAPPEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012421
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE INSTITUTE FOR SUPPLY MANAGEMENT - SOUTHEAST MICHIGAN PROVIDES LEADERSHIP IN PURCHASING AND SUPPLY MANAGEMENT RESEARCH AND EDUCATION. ISM PROVIDES OPPORTUNITIES FOR PURCHASING PROFESSIONALS TO EXPAND THEIR PROFESSIONAL SKILLS AND KNOWLEDGE THROUGH MONTHLY MEETINGS, EDUCATIONAL PROGRAMS, AND TRAINING SEMINARS. THERE ARE APPROXIMATELY 200 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS, EDUCATIONAL PROGRAMS, AND TRAINING SEMINARS THAT PROVIDE OPPORTUNITIES FOR PURCHASING PROFESSIONALS TO EXPAND THEIR KNOWLEDGE AND PROFESSIONAL SKILLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt012421
IRS990EZ/TotalRevenueAmt011854
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ISM-SEM.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 1,042. DESCRIPTION: ISM ADMIN FEES. AMOUNT: 1,200. DESCRIPTION: EVENTS/PROGRAMS. AMOUNT: 4,730. DESCRIPTION: OTHER EXPENSE. AMOUNT: 5,449. TOTAL TO FORM 990-EZ, LINE 16: 12,421.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03138810800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR SUPPLY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MANAGEMENT-SOUTHEAST MICHIGAN
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0380946325
ReturnHeader/Filer/PhoneNum03138810800
ReturnHeader/Filer/USAddress/AddressLine1Txt029488 WOODWARD 456
ReturnHeader/Filer/USAddress/CityNm0ROYAL OAK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048073
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA M PETERS
ReturnHeader/ReturnTs02023-11-15T12:09:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCNEARY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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