Civic Intelligence

Institute for Supply Management- Southeast Michigan

990EZ • Fiscal year 2020 • EIN 38-0946325

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

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

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

48th percentile

1.8%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

26%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$68,476

Up $1,189 (+1.8%) from 2019

Net Assets

Up

$68,476

Up $1,189 (+1.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin66th percentile

Revenue

Up

$9,457

Up $1,975 (+26%) from 2019

Expenses

Up

$8,268

Up $2,572 (+45%) from 2019

Net Income

Down

$1,189

Down $597 (-33%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2020

Assets$68,476
Liabilities$0
Net Assets$68,476
Open 2020 Filing

Operations Trend

Revenue Growth92nd 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

2020

Revenue$9,457
Expenses$8,268
Net Income$1,189
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$9,457
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
LORI SISKDirector-$0--
CRAIG COOKPresident-$0--
MICHELE THOMPSONVice President-$0--
JAMES MCNEARYTreasurer-$0--
DANIEL SNYDEROfficer-$0--
JAMES THOMASOfficer-$0--
JONATHAN BERGOfficer-$0--
DAVID SNYDEROfficer-$0--
SCOTT SNYDEROfficer-$0--
SCOTT MORSOfficer-$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
James Mcneary
Title
Treasurer
Phone
3138810800
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 500, 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: 1,148. Description: ism admin fees. Amount: 935. Description: events/programs. Amount: 2,746. Description: other expense. Amount: 1,123. Description: insurance. Amount: 1,166. Total to form 990-ez, line 16: 7,118.”

Raw XML Appendix149 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/PhoneNum03136700441
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROYAL OAK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048073
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067287
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01150
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI SISK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRAIG COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELE THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES MCNEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANIEL SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JONATHAN BERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVID SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SCOTT SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SCOTT MORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9OFFICER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07118
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/ProgramServiceRevenueAmt0700
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/TotalExpensesAmt08268
IRS990EZ/TotalRevenueAmt09457
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ISM-SEM.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 1,148. DESCRIPTION: ISM ADMIN FEES. AMOUNT: 935. DESCRIPTION: EVENTS/PROGRAMS. AMOUNT: 2,746. DESCRIPTION: OTHER EXPENSE. AMOUNT: 1,123. DESCRIPTION: INSURANCE. AMOUNT: 1,166. TOTAL TO FORM 990-EZ, LINE 16: 7,118.
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MCNEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03138810800
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
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/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 CAMBRIDGE CT STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048326
ReturnHeader/PreparerPersonGrp/PhoneNum02483757100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA M PETERS
ReturnHeader/ReturnTs02021-11-10T16:24:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCNEARY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,476
Liabilities
$0
Net assets
$68,476
Revenue
$9,457
Expenses
$8,268
Net income
$1,189
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