Civic Intelligence

Kalamazoo Chap No 35 Amer Productn & Inventory Control Society

990EZ • Fiscal year 2017 • EIN 38-2382082

Jul 01, 2016 to Jun 30, 2017 • Filed on May 01, 2018

833 Vineyard DriveLawton, MI 49065

(269) 720-8931

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

19th percentile

-13%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

71st percentile

$4,380

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

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

Asset Growth

95th percentile

90%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

22nd percentile

-14%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Up

$122,051

Up $57,804 (+90%) from 2016

Net Assets

$122,051

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$77,853

Down $12,570 (-14%) from 2016

Expenses

Up

$87,811

Up $3,453 (+4.1%) from 2016

Net Income

Down

-$9,958

Down $16,023 (-264%) from 2016

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

2017

Assets$122,051
Liabilities$0
Net Assets$122,051

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

2017

Revenue$77,853
Expenses$87,811
Net Income-$9,958
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 1, 2018
Return Version
2016v3.1
Gross Receipts
$77,853
Mission and Program Overview

Mission

To provide education support to supply chain management students.

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATION FOR CERTIFICATION AND PROFESSIONAL DEVELOPMENT.-$42,531
GRANTS TO WESTERN MICHIGAN UNIVERSITY TO SUPPORT EDUCATION OF SUPPLY CHAIN MANAGEMENT. GRANTS TO APICS FOR INTERNATIONAL STUDENT CONFERENCE.-$20,347
TO ASSIST STUDENTS AT LOCAL HIGHER EDUCATION ORGANIZATIONS EXPLORE SUPPLY CHAIN MANAGMENT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE MANCHESTERCo-VP Educat-$4,380-$4,380
BOB MONTGOMERYDirector Of-$3,640-$3,640
MICHAEL O'NEILLPresident-$0--
VISWANATHAN RAJAGOPALVP Administr-$0--
MEGAN MCFADDENVP Communica-$0--
DAVID RENCHPresident-$0--
EDMUND HUVERVP Finance-$0--
JEFF TAFTCo-VP Financ-$0--
SCOTT LEMONSVP Marketing-$0--
FEDE CONDEVP Membershi-$0--
MICHAEL MERLINGVP Programs-$0--
CINDY TROYERVP Quality-$0--
ANDREW BARNETVP Technolog-$0--
RIAN CALDWELLVP Universit-$0--
ASHLEY KORDISHDirector Uni-$0--
JESSICA VOSSDirector Mar-$0--
JEFFERY SCHAUBDirector At-$0--
Filing and Contact Details

Filer

Filer Name
Apics Kalamazoo Valley Chapter
EIN
38-2382082
Address
833 VINEYARD DRIVE, LAWTON, MI 49065

Signing Officer

Name
Edmund Huver
Title
VP Finance
Phone
2692755621
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Yeo & Yeo Pc
Address
710 E MILHAM AVE, KALAMAZOO, MI 49002-1494
Preparer
Carol Patridge
Phone
2693297007
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office supplies 278 education supplies 9,267 dues and subsriptions 6,020 website 1,200 instructior loding 558 instructor materials 2,365 instructor mileage 350 bank and cc fees 1,407 insurance 998 bod meetings/ t&e 18,072 charitable contributions 550 holding act -scc expense 17,354 holding act- expenses 1,685 other busienss expense 229 pdm expenses 4,361 refunds 3,844 student act expenses 7,504 uncategorized expenses 1,000 other misc. Expense 729 total 77,771

Form 990-ez, Part I, Line 20

Unrealzied gains/losses 9,193 prior period adjustmnet 58,569 prior period adjustment from the previous 990 to match equity balance at the beginning of fy2016.

Form 990-ez, Part III, Line 31

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

Raw XML Appendix158 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt44380
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN MCFADDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID RENCH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EDMUND HUVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEFF TAFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SCOTT LEMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8FEDE CONDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MICHAEL MERLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CINDY TROYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ANDREW BARNET
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16JEFFERY SCHAUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-VP EDUCAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-VP FINANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP QUALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP TECHNOLOG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP UNIVERSIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR UNI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR OF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR MAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16DIRECTOR AT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt067762
IRS990EZ/OtherExpensesTotalAmt077771
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATION SUPPORT TO SUPPLY CHAIN MANAGEMENT STUDENTS.
IRS990EZ/ProgramServiceRevenueAmt073332
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE EDUCATION FOR CERTIFICATION AND PROFESSIONAL DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO ASSIST STUDENTS AT LOCAL HIGHER EDUCATION ORGANIZATIONS EXPLORE SUPPLY CHAIN MANAGMENT.
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt087811
IRS990EZ/TotalProgramServiceExpensesAmt062878
IRS990EZ/TotalRevenueAmt077853
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.APCSSWMI.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 278 EDUCATION SUPPLIES 9,267 DUES AND SUBSRIPTIONS 6,020 WEBSITE 1,200 INSTRUCTIOR LODING 558 INSTRUCTOR MATERIALS 2,365 INSTRUCTOR MILEAGE 350 BANK AND CC FEES 1,407 INSURANCE 998 BOD MEETINGS/ T&E 18,072 CHARITABLE CONTRIBUTIONS 550 HOLDING ACT -SCC EXPENSE 17,354 HOLDING ACT- EXPENSES 1,685 OTHER BUSIENSS EXPENSE 229 PDM EXPENSES 4,361 REFUNDS 3,844 STUDENT ACT EXPENSES 7,504 UNCATEGORIZED EXPENSES 1,000 OTHER MISC. EXPENSE 729 TOTAL 77,771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALZIED GAINS/LOSSES 9,193 PRIOR PERIOD ADJUSTMNET 58,569 PRIOR PERIOD ADJUSTMENT FROM THE PREVIOUS 990 TO MATCH EQUITY BALANCE AT THE BEGINNING OF FY2016.
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/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APICS KALAMAZOO VALLEY CHAPTER
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0490021494
ReturnHeader/PreparerPersonGrp/PhoneNum02693297007
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL PATRIDGE
ReturnHeader/ReturnTs02018-05-07T08:53:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings