Civic Intelligence

Ism-Atlanta Inc.

990 • Fiscal year 2015 • EIN 58-6048986

Jun 01, 2014 to May 31, 2015 • Filed on Apr 18, 2016

2671 Hampton Park DriveMarietta, GA 30062

(404) 428-2730

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

99th percentile

90%

Higher net margin than 99% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Revenue Growth

100th percentile

49900%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Flat

$0

Flat from 2015

Net Assets

Flat

$0

Flat from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Flat

$5,000

Flat from 2015

Expenses

Flat

$500

Flat from 2015

Net Income

Flat

$4,500

Flat from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $84,992Liabilities 2011: $0Net Assets 2011: $84,9922011Assets 2012: $88,620Liabilities 2012: $0Net Assets 2012: $88,6202012Assets 2013: $88,305Liabilities 2013: $0Net Assets 2013: $88,3052013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2025: $122,367Net Assets 2025: $122,3672025

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $45,709Expenses 2011: $48,532Net Income 2011: -$2,8232011Revenue 2012: $41,099Expenses 2012: $37,471Net Income 2012: $3,6282012Revenue 2013: $36,396Expenses 2013: $36,711Net Income 2013: -$3152013Revenue 2014: $10Expenses 2014: $10Net Income 2014: $02014Revenue 2015: $5,000Expenses 2015: $500Net Income 2015: $4,5002015Revenue 2015: $5,000Expenses 2015: $500Net Income 2015: $4,5002015Revenue 2016: $2,500Expenses 2016: $0Net Income 2016: $2,5002016Revenue 2017: $1,000Expenses 2017: $99Net Income 2017: $9012017Revenue 2025: $11,569Expenses 2025: $5,688Net Income 2025: $5,8812025

Highlighted filing

2015

Revenue$5,000
Expenses$500
Net Income$4,500
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Apr 18, 2016
Return Version
2014v6.0
Gross Receipts
$5,000
Mission and Program Overview

Mission

Mission statement:

Mission statement: ISM-Atlanta exists to educate, develop, and advance the purchasing and supply management professional in a contemporary environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$71,106--
Cash and Non-Interest-Bearing Accounts$24,459--
Total Assets$95,565$0▼ $95,565
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$95,565--
Total Net Assets Fund Balance$95,565$0▼ $95,565
Total Liabilities and Net Assets / Fund Balance$95,565$0▼ $95,565
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard AnglePresident
Debra HowingtonSecretary
Lauchlin MckinnonTreasurer
Dolapo FamakinwaVice Pres.
Frank KosakowskiVice Pres.
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$4,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$500
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
All Other Expenses$500--$500
Total Functional Expenses$500$0$0$500
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
Lobbying 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
Yes
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
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
ISM-Atlanta Inc
EIN
58-6048986
Phone
4044282730
Address
2671 Hampton Park Drive, Marietta, GA 30062

Signing Officer

Name
Lauchlin Mckinnon
Title
Treasurer
Phone
4044282730
Signed
2016-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauchlin Mckinnon
Formed
1968
Legal Domicile
Ga
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
8

Preparer

Firm
J Augustine & Co CPA PC
Address
PO Box 1394, Lilburn, GA 30048
Preparer
Joseph Augustine
Phone
7709853095
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Document has been provided to all members of governing body

Pt VI, Line 19

Documents are available at organization website

Pt VI, Line 6

Organization has members

Pt VI, Line 7A

Members may elect governing body

Pt VI, Line 7B

Members may only approve Budget and bylaw changes

Pt VI, Line 10B

Organization is related to national body

Pt VI, Line 12C

Addressed as each project is initiated

Form 990EZ, Part II, Line 24

INVESTMENTS

Form 990, Part IX, Line 24F

Website expenses 500. 500. Public relations

Raw XML Appendix254 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/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt071106
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Document has been provided to all members of governing body
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Addressed as each project is initiated
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEBSITE EXPENSES 500. 500. PUBLIC RELATIONS
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ReturnHeader/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/Filer/EIN0586048986
ReturnHeader/Filer/PhoneNum04044282730
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1394
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lilburn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030048
ReturnHeader/PreparerPersonGrp/PhoneNum07709853095
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH AUGUSTINE
ReturnHeader/ReturnTs02016-04-18T12:15:16-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

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