Civic Intelligence

Institute for Supply Mamagement- Milwaukee Inc

990EZ • Fiscal year 2014 • EIN 39-6056176

Jun 01, 2013 to May 31, 2014 • Filed on Oct 01, 2014

Organization ProfileWWW.ISMMILWAUKEE.ORG
C/O 11801 W Silver Spring Dr No 200Milwaukee, WI 53225

(414) 462-8645

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.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

18th percentile

-12%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

30th percentile

-6.8%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-8.5%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$194,961

Down $14,259 (-6.8%) from 2013

Net Assets

Down

$194,961

Down $14,259 (-6.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin18th percentile

Revenue

Down

$120,947

Down $11,288 (-8.5%) from 2013

Expenses

Up

$135,206

Up $9,591 (+7.6%) from 2013

Net Income

Down

-$14,259

Down $20,879 (-315%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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

2014

Assets$194,961
Liabilities$0
Net Assets$194,961
Open 2014 Filing

Operations Trend

Revenue Growth29th percentile

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

2014

Revenue$120,947
Expenses$135,206
Net Income-$14,259
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Oct 1, 2014
Return Version
2013v3.0
Gross Receipts
$120,947
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
NINE EDUCATIONAL SEMINARS, SEVEN MEMBER MONTHLY MEETINGS, AND TWO SPECIAL EVENTS WERE HELD FOR THE GENERAL ADVANCEMENT, EDUCATION, AND WELFARE OF THE PURCHASING PROFESSION. (APPROX. 436 MEMBERS)$0$0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLEN KEDDIEPresident-$0--
TOM HOFFMANPresident Elect-$0--
MATTHEW MILLERSecretary/Treasurer-$0--
DANIEL SMEADPast President-$0--
LINDA GALOVITSDirector-$0--
DEBORAH HOFFDirector-$0--
CRAIG MEYERDirector-$0--
Filing and Contact Details

Filer

EIN
39-6056176
Phone
4144628645

Signing Officer

Name
Matthew Miller
Title
Treasurer
Phone
4144628645
Signed
2014-10-01
Discuss with paid preparer
Yes

Preparer

Preparer
Jill M Boyle
Phone
4144634411
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 272.”

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

“Description: conferences, conventions, meetings. Amount: 42,538. Description: ism chapter dues. Amount: 33,220. Description: administrative fees. Amount: 47,353. Description: credit card fees. Amount: 3,174. Description: communications. Amount: 886. Description: university relations. Amount: 4,000. Description: awards. Amount: 670. Description: supplies. Amount: 352. Description: telephone. Amount: 604. Description: membership committee. Amount: 571. Description: social responsibility. Amount: 79. Total to form 990-ez, line 16: 133,447.”

Raw XML Appendix128 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/BusinessNameLine10CHRISTOPHER RUDITYS
IRS990EZ/BooksInCareOfDetail/PhoneNum04142719456
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1011801 W SILVER SPRING DR 200
IRS990EZ/BooksInCareOfDetail/USAddress/City0MILWAUKEE
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053225
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0209220
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0194961
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-14259
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0775
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0209220
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0194961
IRS990EZ/GrossReceiptsAmt0120947
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0272
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt077866
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0209220
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0194961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0209220
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0194961
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GLEN KEDDIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOM HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTHEW MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIEL SMEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDA GALOVITS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEBORAH HOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CRAIG MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0133447
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE PROFESSIONAL EDUCATION FOR THE GENERAL ADVANCEMENT OF THE PURCHASING PROFESSION.
IRS990EZ/PrintingPublicationsPostageAmt0984
IRS990EZ/ProgramServiceRevenueAmt042809
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NINE EDUCATIONAL SEMINARS, SEVEN MEMBER MONTHLY MEETINGS, AND TWO SPECIAL EVENTS WERE HELD FOR THE GENERAL ADVANCEMENT, EDUCATION, AND WELFARE OF THE PURCHASING PROFESSION. (APPROX. 436 MEMBERS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0135206
IRS990EZ/TotalRevenueAmt0120947
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ISMMILWAUKEE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 272.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES, CONVENTIONS, MEETINGS. AMOUNT: 42,538. DESCRIPTION: ISM CHAPTER DUES. AMOUNT: 33,220. DESCRIPTION: ADMINISTRATIVE FEES. AMOUNT: 47,353. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 3,174. DESCRIPTION: COMMUNICATIONS. AMOUNT: 886. DESCRIPTION: UNIVERSITY RELATIONS. AMOUNT: 4,000. DESCRIPTION: AWARDS. AMOUNT: 670. DESCRIPTION: SUPPLIES. AMOUNT: 352. DESCRIPTION: TELEPHONE. AMOUNT: 604. DESCRIPTION: MEMBERSHIP COMMITTEE. AMOUNT: 571. DESCRIPTION: SOCIAL RESPONSIBILITY. AMOUNT: 79. TOTAL TO FORM 990-EZ, LINE 16: 133,447.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04144628645
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10INSTITUTE FOR SUPPLY MANAGEMENT-MILWAUKEE INC
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0396056176
ReturnHeader/Filer/PhoneNum04144628645
ReturnHeader/Filer/USAddress/AddressLine10C/O 11801 W SILVER SPRING DR NO 200
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053225
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391173131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCHENCK SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1011414 W PARK PLACE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053224
ReturnHeader/PreparerPersonGrp/PhoneNum04144634411
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL M BOYLE
ReturnHeader/ReturnTs02014-10-06T09:51:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$194,961
Liabilities
$0
Net assets
$194,961
Revenue
$120,947
Expenses
$135,206
Net income
-$14,259
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
2014Detailed filing. Detailed filing data is available for this year.$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