Civic Intelligence

Institute for Supply Management-Milwaukee Inc

EIN 39-6056176 • 501(c)6 • Milwaukee, WI

Profile

To provide professional education for the general advancement of the purchasing profession.

11801 W Silver Spring Drive Suite 2Milwaukee, WI 53225

www.ismmilwaukee.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 2019

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

13th percentile

-42%

Higher net margin than 13% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

31st percentile

-15%

Faster asset growth than 31% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-20%

Faster revenue growth than 26% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$102,960

Down $17,620 (-15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$102,960

Down $17,620 (-15%) from 2018

Operations
Liabilities / Revenue51st percentileNet Margin13th percentile

Revenue

Down

$41,516

Down $10,142 (-20%) from 2018

Expenses

Down

$59,136

Down $20,153 (-25%) from 2018

Net Income

Up

-$17,620

Up $10,011 (+36%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$300K$200K$100K$0Assets 2010: $200,792Liabilities 2010: $0Net Assets 2010: $200,7922010Assets 2011: $199,148Liabilities 2011: $0Net Assets 2011: $199,1482011Assets 2012: $202,600Liabilities 2012: $0Net Assets 2012: $202,6002012Assets 2013: $209,220Liabilities 2013: $0Net Assets 2013: $209,2202013Assets 2014: $194,961Liabilities 2014: $0Net Assets 2014: $194,9612014Assets 2015: $180,410Liabilities 2015: $0Net Assets 2015: $180,4102015Assets 2016: $164,322Liabilities 2016: $900Net Assets 2016: $163,4222016Assets 2017: $148,211Liabilities 2017: $0Net Assets 2017: $148,2112017Assets 2018: $120,580Liabilities 2018: $0Net Assets 2018: $120,5802018Assets 2019: $102,960Liabilities 2019: $0Net Assets 2019: $102,9602019

Highlighted filing

2019

Assets$102,960
Liabilities$0
Net Assets$102,960
Open 2019 Filing

Operations Trend

Revenue Growth26th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $134,017Expenses 2010: $160,417Net Income 2010: -$26,4002010Revenue 2011: $138,053Expenses 2011: $139,697Net Income 2011: -$1,6442011Revenue 2012: $137,544Expenses 2012: $134,092Net Income 2012: $3,4522012Revenue 2013: $132,235Expenses 2013: $125,615Net Income 2013: $6,6202013Revenue 2014: $120,947Expenses 2014: $135,206Net Income 2014: -$14,2592014Revenue 2015: $105,936Expenses 2015: $120,487Net Income 2015: -$14,5512015Revenue 2016: $91,402Expenses 2016: $108,390Net Income 2016: -$16,9882016Revenue 2017: $80,060Expenses 2017: $95,271Net Income 2017: -$15,2112017Revenue 2018: $51,658Expenses 2018: $79,289Net Income 2018: -$27,6312018Revenue 2019: $41,516Expenses 2019: $59,136Net Income 2019: -$17,6202019

Highlighted filing

2019

Revenue$41,516
Expenses$59,136
Net Income-$17,620
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,960
Liabilities
$0
Net assets
$102,960
Revenue
$41,516
Expenses
$59,136
Net income
-$17,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.42$0.59$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.52$0.79$0.28
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.80$0.95$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.01$1.63$0.91$1.08$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$1.06$1.20$0.15
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$1.21$1.35$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.00$2.09$1.32$1.26$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$1.38$1.34$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$1.38$1.40$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$1.34$1.60$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Oct 4, 2019
Return Version
2018v3.1
Gross Receipts
$41,516
Mission and Program Overview

Mission

To provide professional education for the general advancement of the purchasing profession.

Program Services

DescriptionGrantsExpenses
The organization hosts monthly educational seminars/events/meetings, including two special events, to provide opportunities for members and nonmembers to advance their general education and welfare of the purchasing profession.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David RoyImmediate Past President-$0--
Tom SchmittPresident-Elect-$0--
Amy WestfahlPresident-$0--
Christopher WellsSecretary/Treasurer-$0--
Darlene DePoverDirector-$0--
Andy MartinDirector-$0--
John ZaborsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Supply Management -
EIN
39-6056176
Phone
4144628645
Address
11801 W Silver Spring Drive Suite 2, Milwaukee, WI 53225

Signing Officer

Name
Christopher Wells
Title
Secretary/Treasurer
Signed
2019-10-04
Discuss with paid preparer
Yes

Preparer

Firm
WAM CPA Services LLC
Address
11801 W SILVER SPRING DR 200, Milwaukee, WI 53225
Preparer
Adam Woznicki CPA
Phone
4145306114
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $4182”

Other Expenses.1003

“Information Technology $2103”

Other Expenses.1007

“Conferences, Conventions, and Meetings $4818”

Other Expenses.1

“ISM National Dues $15890”

Other Assets.1

“Website Redesign - Beginning $2127 Website Redesign - Ending $1181”

Raw XML Appendix126 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Wisconsin Association Management
IRS990EZ/BooksInCareOfDetail/PhoneNum04142719456
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011801 W Silver Spring Drive Suite 2
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milwaukee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053225
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0118453
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101779
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17620
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt031960
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120580
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0102960
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt041516
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02700
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt037134
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120580
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0102960
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0120580
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0102960
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Roy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tom Schmitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amy Westfahl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Christopher Wells
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Darlene DePover
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Andy Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6John Zabors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Immediate Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02127
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01181
IRS990EZ/OtherExpensesTotalAmt026993
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide professional education for the general advancement of the purchasing profession.
IRS990EZ/PrintingPublicationsPostageAmt0183
IRS990EZ/ProgramServiceRevenueAmt01682
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization hosts monthly educational seminars/events/meetings, including two special events, to provide opportunities for members and nonmembers to advance their general education and welfare of the purchasing profession.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059136
IRS990EZ/TotalRevenueAmt041516
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.ismmilwaukee.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $4182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $2103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $4818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ISM National Dues $15890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website Redesign - Beginning $2127 Website Redesign - Ending $1181
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher Wells
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Institute for Supply Management -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Milwaukee Inc
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0396056176
ReturnHeader/Filer/PhoneNum04144628645
ReturnHeader/Filer/USAddress/AddressLine1Txt011801 W Silver Spring Drive Suite 2
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053225
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811715487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAM CPA Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011801 W SILVER SPRING DR 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053225
ReturnHeader/PreparerPersonGrp/PhoneNum04145306114
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam Woznicki CPA
ReturnHeader/ReturnTs02019-10-04T09:48:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

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