Civic Intelligence

Kalamazoo Chap No 35 Amer Productn & Inventory Control Society

990EZ • Fiscal year 2018 • EIN 38-2382082

Jul 01, 2017 to Jun 30, 2018 • Filed on May 31, 2019

44091 Woodview DriveMattawan, MI 49071

(269) 833-5136

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-75%

Higher net margin than 3% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

72nd percentile

$8,190

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

19th percentile

-18%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$100,626

Down $21,425 (-18%) from 2017

Net Assets

Down

$100,626

Down $21,425 (-18%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$52,746

Down $25,107 (-32%) from 2017

Expenses

Up

$92,218

Up $4,407 (+5.0%) from 2017

Net Income

Down

-$39,472

Down $29,514 (-296%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2016: $64,247Liabilities 2016: $02016Assets 2017: $122,051Liabilities 2017: $0Net Assets 2017: $122,0512017Assets 2018: $100,626Liabilities 2018: $0Net Assets 2018: $100,6262018Assets 2019: $135,725Liabilities 2019: $0Net Assets 2019: $135,7252019Assets 2020: $158,357Liabilities 2020: $0Net Assets 2020: $158,3572020

Highlighted filing

2018

Assets$100,626
Liabilities$0
Net Assets$100,626

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $90,423Expenses 2016: $84,358Net Income 2016: $6,0652016Revenue 2017: $77,853Expenses 2017: $87,811Net Income 2017: -$9,9582017Revenue 2018: $52,746Expenses 2018: $92,218Net Income 2018: -$39,4722018Revenue 2019: $38,016Expenses 2019: $38,765Net Income 2019: -$7492019Revenue 2020: $24,673Expenses 2020: $32,239Net Income 2020: -$7,5662020

Highlighted filing

2018

Revenue$52,746
Expenses$92,218
Net Income-$39,472
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 31, 2019
Return Version
2017v2.3
Gross Receipts
$52,746
Mission and Program Overview

Mission

To provide education support to supply chain management students.

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATION FOR CERTIFICATION AND PROFESSIONAL DEVELOPMENT.-$70,376
GRANTS TO WESTERN MICHIGAN UNIVERSITY TO SUPPORT EDUCATION OF SUPPLY CHAIN MANAGEMENT. GRANTS TO APICS FOR INTERNATIONAL STUDENT CONFERENCE.-$2,931
TO ASSIST STUDENTS AT LOCAL HIGHER EDUCATION ORGANIZATIONS EXPLORE SUPPLY CHAIN MANAGMENT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB MONTGOMERYDirector Edu-$8,190-$8,190
EDMUND HUVERVP FinancePT$5,921-$5,921
MEGAN MCFADDENDirector Qua-$216-$216
DAVID RENCHPresidentPT$0--
SCOTT LEMONSPresident-ElPT$0--
ANGELA DEVRIESVP AdministrPT$0--
FEDERICO CONDEVP Membershi-$0--
JEFFERY SCHAUBCo-VP Educat-$0--
MIKE MANCHESTERCo-VP Educat-$0--
JEFF TAFTCo-VP Educat-$0--
MICHAEL MERLINGDirector Pro-$0--
VISWANATHAN RAJAGOPALDirector Tec-$0--
RIAN CALDWELLDirector Uni-$0--
JUSTIN OLDANIDirector Mar-$0--
Filing and Contact Details

Filer

Filer Name
Apics Kalamazoo Valley Chapter
EIN
38-2382082
Address
44091 WOODVIEW DRIVE, MATTAWAN, MI 49071

Signing Officer

Name
Angela Devries
Title
VP Administration
Phone
2693521080
Signed
2019-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Yeo & Yeo Pc
Address
710 E MILHAM AVE, KALAMAZOO, MI 49002-1494
Preparer
Carol Patridge
Phone
8107326118
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising & marketing 380 office supplies 1,858 education supplies 14,811 dues and subsriptions 500 website 1,200 instructior loding 666 instructor materials 3,277 instructor mileage 621 bank and cc fees 838 bod meetings/ t&e 12,840 holding act -scc expense 21,875 holding act- expenses 6,868 pdm expenses 3,986 student act expenses 2,640 uncategorized expenses 291 total 72,651

Form 990-ez, Part I, Line 20

Unrealzied gains/losses 18,047

Form 990-ez, Part III, Line 31

To assist students at local higher education organizations explore supply chain managment.

Raw XML Appendix151 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/PersonNm0ANGELA DEVRIES
IRS990EZ/BooksInCareOfDetail/PhoneNum02698335136
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt044091 WOODVIEW DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MATTAWAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049071
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0122051
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0100626
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-39472
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019567
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0122051
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IRS990EZ/GrossReceiptsAmt052746
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03425
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0122051
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt131.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt35921
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11216
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt128190
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID RENCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT LEMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGELA DEVRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EDMUND HUVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FEDERICO CONDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFFERY SCHAUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE MANCHESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFF TAFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL MERLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VISWANATHAN RAJAGOPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RIAN CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MEGAN MCFADDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12BOB MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13JUSTIN OLDANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP ADMINISTR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-VP EDUCAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-VP EDUCAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO-VP EDUCAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR PRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR TEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR UNI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR QUA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR EDU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR MAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt018047
IRS990EZ/OtherExpensesTotalAmt072651
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATION SUPPORT TO SUPPLY CHAIN MANAGEMENT STUDENTS.
IRS990EZ/ProgramServiceRevenueAmt049321
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO WESTERN MICHIGAN UNIVERSITY TO SUPPORT EDUCATION OF SUPPLY CHAIN MANAGEMENT. GRANTS TO APICS FOR INTERNATIONAL STUDENT CONFERENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE EDUCATION FOR CERTIFICATION AND PROFESSIONAL DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO ASSIST STUDENTS AT LOCAL HIGHER EDUCATION ORGANIZATIONS EXPLORE SUPPLY CHAIN MANAGMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02931
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt170376
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092218
IRS990EZ/TotalProgramServiceExpensesAmt073307
IRS990EZ/TotalRevenueAmt052746
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.APCSSWMI.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING & MARKETING 380 OFFICE SUPPLIES 1,858 EDUCATION SUPPLIES 14,811 DUES AND SUBSRIPTIONS 500 WEBSITE 1,200 INSTRUCTIOR LODING 666 INSTRUCTOR MATERIALS 3,277 INSTRUCTOR MILEAGE 621 BANK AND CC FEES 838 BOD MEETINGS/ T&E 12,840 HOLDING ACT -SCC EXPENSE 21,875 HOLDING ACT- EXPENSES 6,868 PDM EXPENSES 3,986 STUDENT ACT EXPENSES 2,640 UNCATEGORIZED EXPENSES 291 TOTAL 72,651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALZIED GAINS/LOSSES 18,047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ASSIST STUDENTS AT LOCAL HIGHER EDUCATION ORGANIZATIONS EXPLORE SUPPLY CHAIN MANAGMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA DEVRIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP ADMINISTRATION
ReturnHeader/BusinessOfficerGrp/PhoneNum02693521080
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APICS KALAMAZOO VALLEY CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt035
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ReturnHeader/Filer/EIN0382382082
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.34.166.253
ReturnHeader/FilingSecurityInformation/IPDt02019-06-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:24:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382706146
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0490021494
ReturnHeader/PreparerPersonGrp/PhoneNum08107326118
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL PATRIDGE
ReturnHeader/ReturnTs02019-06-14T09:24:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings