Civic Intelligence

Institute for Supply Mamagement- Milwaukee Inc

990EZ • Fiscal year 2018 • EIN 39-6056176

Jun 01, 2017 to May 31, 2018 • Filed on Sep 13, 2018

Organization Profilewww.ismmilwaukee.org
11801 W Silver Spring Drive Suite 2Milwaukee, 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.

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

5th percentile

-53%

Higher net margin than 5% of similar nonprofits.

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

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.

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

Asset Growth

18th percentile

-19%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

8th percentile

-35%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$120,580

Down $27,631 (-19%) from 2017

Net Assets

Down

$120,580

Down $27,631 (-19%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin5th percentile

Revenue

Down

$51,658

Down $28,402 (-35%) from 2017

Expenses

Down

$79,289

Down $15,982 (-17%) from 2017

Net Income

Down

-$27,631

Down $12,420 (-82%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2018

Assets$120,580
Liabilities$0
Net Assets$120,580
Open 2018 Filing

Operations Trend

Revenue Growth8th 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

2018

Revenue$51,658
Expenses$79,289
Net Income-$27,631
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Sep 13, 2018
Return Version
2017v2.2
Gross Receipts
$51,658
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 Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig MeyerImmediate Past President-$0--
David RoyPresident-$0--
Tom SchmittSecretary/Treasurer-$0--
Amy WestfahlPresident-Elect-$0--
Christopher WellsDirector-$0--
Darlene DePoverDirector-$0--
Andy MartinDirector-$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
Tom Schmitt
Title
Secretary/Treasurer
Signed
2018-09-13
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 $3873”

Other Expenses.1003

“Information Technology $946”

Other Expenses.1007

“Conferences, Conventions, and Meetings $16228”

Other Expenses.1

“ISM National Dues $18651”

Other Expenses.2

“Student Scholarships $2500”

Other Assets.1

“Website Redesign - Beginning $3073 Website Redesign - Ending $2127”

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/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/BOYAmt0145138
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0118453
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-27631
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt036760
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0148211
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0120580
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt051658
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02753
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt042225
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0148211
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0120580
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0148211
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0120580
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/PersonNm0Craig Meyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Roy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Schmitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amy Westfahl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Christopher Wells
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Darlene DePover
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Andy Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Immediate Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03073
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02127
IRS990EZ/OtherExpensesTotalAmt042198
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide professional education for the general advancement of the purchasing profession.
IRS990EZ/PrintingPublicationsPostageAmt0331
IRS990EZ/ProgramServiceRevenueAmt06680
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/TotalExpensesAmt079289
IRS990EZ/TotalRevenueAmt051658
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.ismmilwaukee.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $3873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $16228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ISM National Dues $18651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Student Scholarships $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Website Redesign - Beginning $3073 Website Redesign - Ending $2127
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Schmitt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-13
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/ReturnTs02018-09-13T13:41:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,580
Liabilities
$0
Net assets
$120,580
Revenue
$51,658
Expenses
$79,289
Net income
-$27,631
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
2018Detailed filing. Detailed filing data is available for this year.$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