Civic Intelligence

DC Metro Apics Chapter

990 • Fiscal year 2024 • EIN 54-1076330

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 14, 2025

PO Box 10Sterling, VA 20167

(717) 552-0297

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.00x

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.00x

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

83rd percentile

22%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

4.6%

Faster revenue growth than 53% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$280,218

Up $32,505 (+13%) from 2023

Net Assets

Up

$280,218

Up $32,505 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$145,649

Up $6,346 (+4.6%) from 2023

Expenses

Down

$113,824

Down $17,668 (-13%) from 2023

Net Income

Up

$31,825

Up $24,014 (+307%) from 2023

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2011: $5,638Liabilities 2011: $15,1092011Assets 2012: $6,640Liabilities 2012: $14,962Net Assets 2012: -$8,3222012Assets 2013: $10,408Liabilities 2013: -$2Net Assets 2013: $10,4102013Assets 2014: $29,422Liabilities 2014: $657Net Assets 2014: $28,7652014Assets 2015: $21,251Liabilities 2015: $657Net Assets 2015: $20,5942015Assets 2017: $143,937Liabilities 2017: $42,439Net Assets 2017: $101,4982017Assets 2018: $166,778Liabilities 2018: $22,959Net Assets 2018: $143,8192018Assets 2019: $141,231Liabilities 2019: $0Net Assets 2019: $141,2312019Assets 2020: $172,548Liabilities 2020: $0Net Assets 2020: $172,5482020Assets 2021: $186,814Liabilities 2021: $0Net Assets 2021: $186,8142021Assets 2022: $215,245Liabilities 2022: $0Net Assets 2022: $215,2452022Assets 2023: $247,713Liabilities 2023: $0Net Assets 2023: $247,7132023Assets 2024: $280,218Liabilities 2024: $0Net Assets 2024: $280,2182024Assets 2025: $301,775Liabilities 2025: $0Net Assets 2025: $301,7752025

Highlighted filing

2024

Assets$280,218
Liabilities$0
Net Assets$280,218

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $125,590Expenses 2011: $138,428Net Income 2011: -$12,8382011Revenue 2012: $175,880Expenses 2012: $174,731Net Income 2012: $1,1492012Revenue 2013: $307,375Expenses 2013: $303,196Net Income 2013: $4,1792013Revenue 2014: $426,777Expenses 2014: $408,422Net Income 2014: $18,3552014Revenue 2015: $359,101Expenses 2015: $367,272Net Income 2015: -$8,1712015Revenue 2017: $450,290Expenses 2017: $408,553Net Income 2017: $41,7372017Revenue 2018: $393,900Expenses 2018: $351,580Net Income 2018: $42,3202018Revenue 2019: $88,711Expenses 2019: $91,300Net Income 2019: -$2,5892019Revenue 2020: $88,369Expenses 2020: $57,052Net Income 2020: $31,3172020Revenue 2021: $47,113Expenses 2021: $32,847Net Income 2021: $14,2662021Revenue 2022: $110,502Expenses 2022: $82,071Net Income 2022: $28,4312022Revenue 2023: $139,303Expenses 2023: $131,492Net Income 2023: $7,8112023Revenue 2024: $145,649Expenses 2024: $113,824Net Income 2024: $31,8252024Revenue 2025: $175,787Expenses 2025: $154,230Net Income 2025: $21,5572025

Highlighted filing

2024

Revenue$145,649
Expenses$113,824
Net Income$31,825
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 14, 2025
Return Version
2023v6.0
Gross Receipts
$145,649
Mission and Program Overview

Mission

To educate supply chain professionals

To educate supply chain professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$170,650$220,674▲ $50,024
Cash and Non-Interest-Bearing Accounts$77,063$59,544▼ $17,519
Total Assets$247,713$280,218▲ $32,505
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$247,713$280,218▲ $32,505
Total Net Assets Fund Balance$247,713$280,218▲ $32,505
Total Liabilities and Net Assets / Fund Balance$247,713$280,218▲ $32,505
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gregory HallPresident
Jamie SmithExec Vice Pr
Gerald VernoPast Pres/ S
David FloryTreasurer
Yu-cheng ChienVP of Univ R
Revenue and Support

Revenue Composition

Contributions and Grants
$6,126
Program Service Revenue
$139,489
Investment Income
$24
Other Revenue
$10
Change in Net Assets
$31,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$113,824
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates-$3,677-$3,677
Conferences and Meetings-$3,593-$3,593
Office Expenses-$2,209-$2,209
Information Technology-$1,968-$1,968
Fees for Services Accounting-$1,513-$1,513
Other Expenses$1,407--$1,407
Fees for Services Other-$823-$823
Insurance-$500-$500
Advertising-$456-$456
Total Functional Expenses$99,085$14,739$0$113,824
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The organization's tax return is reviewed by the board of directors and is available for review by any interested party.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents and financial information are available for review upon request.

Filing and Contact Details

Filer

Filer Name
Dc Metro Apics Chapter
EIN
54-1076330
Phone
7175520297
Address
PO BOX 10, STERLING, VA 20167

Signing Officer

Name
David Flory
Title
Treasurer
Phone
7175520297
Signed
2025-02-14

Organization Details

Principal Officer
David Flory
Formed
1968
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Polygon Advisory Group LLC
Address
PO BOX 1224, GREAT FALLS, VA 22066
Preparer
Lisa Lorentzen Ea
Phone
5717217250
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Funds realised from close of baltimore chapter 0 advance received from customer 9,500 advance paid to hq -8,820 total 680

Raw XML Appendix279 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRES/ S
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF UNIV R
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OtherChangesInNetAssetsAmt0680
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S TAX RETURN IS REVIEWED BY THE BOARD OF DIRECTORS AND IS AVAILABLE FOR REVIEW BY ANY INTERESTED PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDS REALISED FROM CLOSE OF BALTIMORE CHAPTER 0 ADVANCE RECEIVED FROM CUSTOMER 9,500 ADVANCE PAID TO HQ -8,820 TOTAL 680
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0541076330
ReturnHeader/Filer/PhoneNum07175520297
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853635452
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POLYGON ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1224
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022066
ReturnHeader/PreparerPersonGrp/PhoneNum05717217250
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA LORENTZEN EA
ReturnHeader/ReturnTs02025-02-17T16:12:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$1.76$1.54$0.22
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$1.46$1.14$0.32
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$1.39$1.31$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.15$1.11$0.82$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.47$0.33$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.88$0.57$0.31
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.89$0.91$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.23$1.44$3.94$3.52$0.42
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.42$1.01$4.50$4.09$0.42
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.01$0.21$3.59$3.67$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.29$4.27$4.08$0.18
2013Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$3.07$3.03$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.15$0.08$1.76$1.75$0.01
2011Summary only. Only limited summary data is available for this year.$0.06$0.15$1.26$1.38$0.13