Civic Intelligence

Institute for Supply Management- Southeast Michigan

990EZ • Fiscal year 2017 • EIN 38-0946325

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 03, 2018

Organization ProfileWWW.ISM-SEM.ORG
29488 Woodward No 456Royal Oak, MI 48073

(313) 881-0800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-4.9%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$59,168

Down $3,040 (-4.9%) from 2016

Net Assets

Down

$59,168

Down $3,040 (-4.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin18th percentile

Revenue

Down

$22,697

Down $13,704 (-38%) from 2016

Expenses

Down

$25,737

Down $22,177 (-46%) from 2016

Net Income

Up

-$3,040

Up $8,473 (+74%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$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

2017

Assets$59,168
Liabilities$0
Net Assets$59,168
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$22,697
Expenses$25,737
Net Income-$3,040
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 3, 2018
Return Version
2017v2.3
Gross Receipts
$22,697
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 Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVE RODRIGUEZPresident-$0--
LORI SISKVice President-$0--
BOB WHITEPresident-$0--
KRISTY BENNETTDirector-$0--
COLLEEN LANGDirector-$0--
PAM SMITHDirector-$0--
MICHELE THOMPSONDirector-$0--
JOEL WEINADirector-$0--
MELISSA COUNTRYMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Supply
EIN
38-0946325
Phone
3138810800
Address
29488 WOODWARD NO 456, ROYAL OAK, MI 48073

Signing Officer

Name
Angelo Wilson
Title
Treasurer
Phone
3138810800
Signed
2018-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
27400 NORTHWESTERN HIGHWAY, SOUTHFIELD, MI 48034
Preparer
Tina M Peters
Phone
2483522500
Supplemental Narrative

Additional Explanations

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

“Description: insurance. Amount: 982. Description: bank fees. Amount: 1,313. Description: ism admin fees. Amount: 2,117. Description: ism dues. Amount: 4,910. Description: member dinners. Amount: 13,191. Description: officer training. Amount: 2,947. Description: other expense. Amount: 257. Total to form 990-ez, line 16: 25,717.”

Raw XML Appendix145 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANGELO WILSON
IRS990EZ/BooksInCareOfDetail/PhoneNum03138810800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt029488 WOODWARD AVE 456
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROYAL OAK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048073
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062208
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059168
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-3040
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt022697
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MembershipDuesAmt017195
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062208
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062208
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059168
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVE RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI SISK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOB WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTY BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COLLEEN LANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAM SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHELE THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOEL WEINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MELISSA COUNTRYMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
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/OtherExpensesTotalAmt025717
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/ProgramServiceRevenueAmt05502
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
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt025737
IRS990EZ/TotalRevenueAmt022697
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ISM-SEM.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 982. DESCRIPTION: BANK FEES. AMOUNT: 1,313. DESCRIPTION: ISM ADMIN FEES. AMOUNT: 2,117. DESCRIPTION: ISM DUES. AMOUNT: 4,910. DESCRIPTION: MEMBER DINNERS. AMOUNT: 13,191. DESCRIPTION: OFFICER TRAINING. AMOUNT: 2,947. DESCRIPTION: OTHER EXPENSE. AMOUNT: 257. TOTAL TO FORM 990-EZ, LINE 16: 25,717.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELO WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03138810800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-03
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 NO 456
ReturnHeader/Filer/USAddress/CityNm0ROYAL OAK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048073
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EA81F5B414BB5A973AFF0D4EE274F1FE8DB547B2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.59.56.33
ReturnHeader/FilingSecurityInformation/IPDt02018-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:46:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027400 NORTHWESTERN HIGHWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048034
ReturnHeader/PreparerPersonGrp/PhoneNum02483522500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA M PETERS
ReturnHeader/ReturnTs02018-10-17T13:59:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,168
Liabilities
$0
Net assets
$59,168
Revenue
$22,697
Expenses
$25,737
Net income
-$3,040
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