Civic Intelligence

American Production & Inventory Control Society

EIN 56-1255293 • 501(c)6 • Cary, NC

Profile

Educational supply chain mngmt resource

PO Box 804Cary, NC 27512

www.apics-triangle.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 2025

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

92nd percentile

39%

Higher net margin than 92% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

91st percentile

48%

Faster asset growth than 91% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

101%

Faster revenue growth than 95% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$172,785

Up $56,383 (+48%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$172,785

Up $56,383 (+48%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin92nd percentile

Revenue

Up

$143,496

Up $72,272 (+101%) from 2024

Expenses

Up

$87,113

Up $11,323 (+15%) from 2024

Net Income

Up

$56,383

Up $60,949 (+1335%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$200K$150K$100K$50K$0Assets 2012: $23,277Liabilities 2012: $02012Assets 2013: $18,440Liabilities 2013: $02013Assets 2014: $60,220Liabilities 2014: $0Net Assets 2014: $60,2202014Assets 2015: $104,521Liabilities 2015: $0Net Assets 2015: $104,5212015Assets 2016: $104,055Liabilities 2016: $02016Assets 2017: $113,618Liabilities 2017: $02017Assets 2018: $103,605Liabilities 2018: $02018Assets 2019: $140,947Liabilities 2019: $02019Assets 2020: $132,917Liabilities 2020: $0Net Assets 2020: $132,9172020Assets 2021: $150,280Liabilities 2021: $0Net Assets 2021: $150,2802021Assets 2022: $138,487Liabilities 2022: $0Net Assets 2022: $138,4872022Assets 2023: $120,968Liabilities 2023: $0Net Assets 2023: $120,9682023Assets 2024: $116,402Liabilities 2024: $0Net Assets 2024: $116,4022024Assets 2025: $172,785Liabilities 2025: $0Net Assets 2025: $172,7852025

Highlighted filing

2025

Assets$172,785
Liabilities$0
Net Assets$172,785
Open 2025 Filing

Operations Trend

Revenue Growth95th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $143,994Expenses 2012: $136,480Net Income 2012: $7,5142012Revenue 2013: $192,252Expenses 2013: $197,089Net Income 2013: -$4,8372013Revenue 2014: $207,434Expenses 2014: $191,459Net Income 2014: $15,9752014Revenue 2015: $217,417Expenses 2015: $172,893Net Income 2015: $44,5242015Revenue 2016: $94,500Expenses 2016: $103,313Net Income 2016: -$8,8132016Revenue 2017: $97,212Expenses 2017: $87,649Net Income 2017: $9,5632017Revenue 2018: $90,867Expenses 2018: $100,880Net Income 2018: -$10,0132018Revenue 2019: $150,076Expenses 2019: $112,734Net Income 2019: $37,3422019Revenue 2020: $61,518Expenses 2020: $69,548Net Income 2020: -$8,0302020Revenue 2021: $60,905Expenses 2021: $43,542Net Income 2021: $17,3632021Revenue 2022: $102,374Expenses 2022: $111,917Net Income 2022: -$9,5432022Revenue 2023: $116,538Expenses 2023: $134,057Net Income 2023: -$17,5192023Revenue 2024: $71,224Expenses 2024: $75,790Net Income 2024: -$4,5662024Revenue 2025: $143,496Expenses 2025: $87,113Net Income 2025: $56,3832025

Highlighted filing

2025

Revenue$143,496
Expenses$87,113
Net Income$56,383
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,785
Liabilities
$0
Net assets
$172,785
Revenue
$143,496
Expenses
$87,113
Net income
$56,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$1.43$0.87$0.56
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.71$0.76$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$1.17$1.34$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.02$1.12$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.61$0.44$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.62$0.70$0.08
2019Summary only. Only limited summary data is available for this year.$1.41$0.00$1.50$1.13$0.37
2018Summary only. Only limited summary data is available for this year.$1.04$0.00$0.91$1.01$0.10
2017Summary only. Only limited summary data is available for this year.$1.14$0.00$0.97$0.88$0.10
2016Summary only. Only limited summary data is available for this year.$1.04$0.00$0.95$1.03$0.09
2015Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$2.17$1.73$0.45
2014Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$2.07$1.91$0.16
2013Summary only. Only limited summary data is available for this year.$0.18$0.00$1.92$1.97$0.05
2012Summary only. Only limited summary data is available for this year.$0.23$0.00$1.44$1.36$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 26, 2026
Return Version
2025v4.0
Gross Receipts
$143,496
Mission and Program Overview

Mission

Educational supply chain mngmt resource

Program Services

DescriptionGrantsExpenses
PROVIDE CERTIFICATION PROGRAMS, TRAINING TOOLS, AND NETWORKING OPPORTUNITIES TO INCREASE WORKPLACE PERFORMANCE-$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN DIXONPresidentPT$0--
BRANDON BURTONVP FinancePT$0--
JASON HIGHVP MarketingPT$0--
ROBERT MYERSEvpPT$0--
SUREN PALAKKALVP EducationPT$0--
DAN FRISBIEVP Blue RidgePT$0--
JOSEPH MARKERTVP AdministrationPT$0--
SKYELER LEWKOWICZVP Professional DevelopmentPT$0--
TIM AITKENVP MembershipPT$0--
SANDRA COLLINSVP PiedmontPT$0--
CHRIST NAUMANNVP CharlottePT$0--
JUAN PEREZVP TrianglePT$0--
CARLA VOELKERVP Student ForumsPT$0--
Filing and Contact Details

Filer

Filer Name
Association for Supply Chain Management Greater No
EIN
56-1255293
In Care Of
% BRANDON BURTON
Phone
9194910401
Address
PO BOX 804, CARY, NC 27512

Signing Officer

Name
Brandon Burton
Title
VP Finance
Phone
9194910401
Signed
2026-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Accurate Tax
Address
404 HUNT STREET SUITE 120, DURHAM, NC 27701
Preparer
Joel M Klein Ea
Phone
9192869710
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDUES & SUBSCRIPTIONS 7,465INSURANCE 744OFFICE EXPENSES 278EXPENSE OF HOLDING CLASSES 63,598”

Raw XML Appendix164 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09194910401
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02420 SUNNYFIELD CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HILLSBOROUGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027278
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0116402
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
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IRS990EZ/ExcessOrDeficitForYearAmt056383
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/MembershipDuesAmt09583
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt0116402
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN DIXON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAN FRISBIE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SKYELER LEWKOWICZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TIM AITKEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JUAN PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12CARLA VOELKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EVP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP BLUE RIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP ADMINISTRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP PROFESSIONAL DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP PIEDMONT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP CHARLOTTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP TRIANGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP STUDENT FORUMS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt072085
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPLY CHAIN MNGMT RESOURCE
IRS990EZ/PrintingPublicationsPostageAmt0182
IRS990EZ/ProgramServiceRevenueAmt0133913
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CERTIFICATION PROGRAMS, TRAINING TOOLS, AND NETWORKING OPPORTUNITIES TO INCREASE WORKPLACE PERFORMANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087113
IRS990EZ/TotalRevenueAmt0143496
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.APICS-TRIANGLE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDUES & SUBSCRIPTIONS 7,465INSURANCE 744OFFICE EXPENSES 278EXPENSE OF HOLDING CLASSES 63,598
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDON BURTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09194910401
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT GREATER NO
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0561255293
ReturnHeader/Filer/InCareOfNm0% BRANDON BURTON
ReturnHeader/Filer/PhoneNum09194910401
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 804
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027512
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800213820
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DURHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PhoneNum09192869710
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL M KLEIN EA
ReturnHeader/ReturnTs02026-01-27T14:22:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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