Civic Intelligence

Ispe Foundation Inc.

990EZ • Fiscal year 2018 • EIN 61-1856137

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 21, 2019

600 N Westshore Blvd Suite 900Tampa, FL 33609

(813) 960-2105

Siviq Scores

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

Liabilities / Assets

89th percentile

0.43x

Higher debt load relative to assets than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

0.62x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$194,426

No earlier filing loaded for comparison.

Net Assets

$109,903

No earlier filing loaded for comparison.

Liabilities

$84,523

No earlier filing loaded for comparison.

Revenue

$136,639

No earlier filing loaded for comparison.

Expenses

$45,362

No earlier filing loaded for comparison.

Net Income

$91,277

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2018: $194,426Liabilities 2018: $84,523Net Assets 2018: $109,9032018Assets 2019: $271,577Liabilities 2019: $119,792Net Assets 2019: $151,7852019Assets 2020: $292,307Liabilities 2020: $11,258Net Assets 2020: $281,0492020Assets 2021: $417,396Liabilities 2021: $73,565Net Assets 2021: $343,8312021Assets 2022: $521,590Liabilities 2022: $213,988Net Assets 2022: $307,6022022Assets 2023: $539,992Liabilities 2023: $178,981Net Assets 2023: $361,0112023Assets 2024: $500,564Liabilities 2024: $0Net Assets 2024: $500,5642024

Highlighted filing

2018

Assets$194,426
Liabilities$84,523
Net Assets$109,903

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2018: $136,639Expenses 2018: $45,362Net Income 2018: $91,2772018Revenue 2019: $85,113Expenses 2019: $43,231Net Income 2019: $41,8822019Revenue 2020: $222,934Expenses 2020: $93,670Net Income 2020: $129,2642020Revenue 2021: $357,461Expenses 2021: $294,679Net Income 2021: $62,7822021Revenue 2022: $331,152Expenses 2022: $367,381Net Income 2022: -$36,2292022Revenue 2023: $618,079Expenses 2023: $704,059Net Income 2023: -$85,9802023Revenue 2024: $656,011Expenses 2024: $516,458Net Income 2024: $139,5532024

Highlighted filing

2018

Revenue$136,639
Expenses$45,362
Net Income$91,277
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 21, 2019
Return Version
2018v3.1
Gross Receipts
$136,639
Mission and Program Overview

Mission

A) provide a forum to identify and discuss major issues and problems that effect the pharmaceutical and related health care technology industry. B) raise funds for the research and development of practical applications for the advancement of health care technology worldwide. C) provide a channel for chapters and affiliates to provide scholarship money for students choosing the pharmaceutical engineering field. Whatever acivities or projects are funded will enhance the entire industry, which will benefit the members of ispe.

Program Services

DescriptionGrantsExpenses
PROVIDES SUPPORT FOR ISPE PROGRAMS, EDUCATION, TRAINING, AND AWARDS. THE ISPE FOUNDATION SPONSORS PROGRAMS THAT ENABLE ISPE TO INFLUENCE THE FUTURE OF THE PROFESSION AND SUPPORTS TECHNICAL EDUCATION TO PREPARE ITS MEMBERS FOR TOMORROW.-$32,821
ISPE TRAVEL GRANT PROGRAM, WHICH WILL ATTRACT, SUPPORT, EDUCATE, AND TRAIN TALENTED YOUNG PEOPLE ENTERING THE INDUSTRY. BOTH STUDENTS AND YOUNG PROFESSIONALS WILL RECEIVE FINANCIAL SUPPORT TO FURTHER THEIR PROFESSIONAL DEVELOPMENT AND CONTRIBUTE TO BUILDING OUR INDUSTRYS FUTURE WORKFORCE.-$11,940
ISPE WOMEN IN PHARMA WILL PROVIDE WOMEN IN THE PHARMACEUTICAL INDUSTRY PROFESSIONAL TRAINING AND EDUCATION TO FOSTER MENTORSHIP AND NETWORKING FOR WOMEN AND ETHNICALLY DIVERSE PEOPLE, TO DRIVE THEIR SUCCESSFUL CAREER PROGRESS. A COMMUNITY OF WIP MENTORS, RESOURCES ACROSS ALL LEVELS, AND EDUCATIONAL SESSIONS WILL BE AN ENABLER FOR CAREER SUCCESS AND WORK-LIFE BALANCE.-$601
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL A ARNOLD RPHChair-$0--
TIMOTHY P HOWARD PE CPIPVice Chair-$0--
FRANCES M ZIPPTreasurer-$0--
CHRISTOPHER J REIDSecretary-$0--
JOHN BOURNASEx Officio-$0--
ANTONIO R MOREIRA PHDDirector-$0--
ANDREW A SIGNORE PE CPIPDirector-$0--
MARK HERNICKCOO-$0--
Filing and Contact Details

Filer

Filer Name
The Ispe Foundation Inc
EIN
61-1856137
Phone
8139602105
Address
600 N WESTSHORE BLVD SUITE 900, TAMPA, FL 33609

Signing Officer

Name
Mark Hernick
Title
COO
Phone
8139602105
Signed
2019-10-21

Preparer

Firm
Dearolf & Mereness Llp
Address
15425 N FLORIDA AVE, TAMPA, FL 33613
Preparer
Michael Zichmiller
Phone
8132695700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses marketing and promotion 4,072 admin 1,057 women in pharma - admin 85 student travel grants 11,940 insurance 1,899 women in pharma - button 516 non-investment depreciation 1,870 total 21,439

Form 990-ez, Part II, Line 24

Pledges receivable 36,913 70,776 donation module-imis 0 16,160 less accumulated depreciation 0 1,347 consulting serv donation module imis 0 6,278 less accumulated depreciation 0 523 property and equipment in progress 16,160 0 total 53,073 91,344

Form 990-ez, Part II, Line 26

Due to ispe, inc. 34,447 84,523

Form 990-ez, Part III

A) provide a forum to identify and discuss major issues and problems that effect the pharmaceutical and related health care technology industry. B) raise funds for the research and development of practical applications for the advancement of health care technology worldwide. C) provide a channel for chapters and affiliates to provide scholarship money for students choosing the pharmaceutical engineering field. Whatever acivities or projects are funded will enhance the entire industry, which will benefit the members of ispe.

Form 990-ez, Part III, Line 28

Provides support for ispe programs, education, training, and awards. The ispe foundation sponsors programs that enable ispe to influence the future of the profession and supports technical education to prepare its members for tomorrow.

Form 990-ez, Part III, Line 29

Ispe travel grant program, which will attract, support, educate, and train talented young people entering the industry. Both students and young professionals will receive financial support to further their professional development and contribute to building our industrys future workforce.

Form 990-ez, Part III, Line 30

Ispe women in pharma will provide women in the pharmaceutical industry professional training and education to foster mentorship and networking for women and ethnically diverse people, to drive their successful career progress. A community of wip mentors, resources across all levels, and educational sessions will be an enabler for career success and work-life balance.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING AND PROMOTION 4,072 ADMIN 1,057 WOMEN IN PHARMA - ADMIN 85 STUDENT TRAVEL GRANTS 11,940 INSURANCE 1,899 WOMEN IN PHARMA - BUTTON 516 NON-INVESTMENT DEPRECIATION 1,870 TOTAL 21,439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGES RECEIVABLE 36,913 70,776 DONATION MODULE-IMIS 0 16,160 LESS ACCUMULATED DEPRECIATION 0 1,347 CONSULTING SERV DONATION MODULE IMIS 0 6,278 LESS ACCUMULATED DEPRECIATION 0 523 PROPERTY AND EQUIPMENT IN PROGRESS 16,160 0 TOTAL 53,073 91,344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO ISPE, INC. 34,447 84,523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A) PROVIDE A FORUM TO IDENTIFY AND DISCUSS MAJOR ISSUES AND PROBLEMS THAT EFFECT THE PHARMACEUTICAL AND RELATED HEALTH CARE TECHNOLOGY INDUSTRY. B) RAISE FUNDS FOR THE RESEARCH AND DEVELOPMENT OF PRACTICAL APPLICATIONS FOR THE ADVANCEMENT OF HEALTH CARE TECHNOLOGY WORLDWIDE. C) PROVIDE A CHANNEL FOR CHAPTERS AND AFFILIATES TO PROVIDE SCHOLARSHIP MONEY FOR STUDENTS CHOOSING THE PHARMACEUTICAL ENGINEERING FIELD. WHATEVER ACIVITIES OR PROJECTS ARE FUNDED WILL ENHANCE THE ENTIRE INDUSTRY, WHICH WILL BENEFIT THE MEMBERS OF ISPE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDES SUPPORT FOR ISPE PROGRAMS, EDUCATION, TRAINING, AND AWARDS. THE ISPE FOUNDATION SPONSORS PROGRAMS THAT ENABLE ISPE TO INFLUENCE THE FUTURE OF THE PROFESSION AND SUPPORTS TECHNICAL EDUCATION TO PREPARE ITS MEMBERS FOR TOMORROW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ISPE TRAVEL GRANT PROGRAM, WHICH WILL ATTRACT, SUPPORT, EDUCATE, AND TRAIN TALENTED YOUNG PEOPLE ENTERING THE INDUSTRY. BOTH STUDENTS AND YOUNG PROFESSIONALS WILL RECEIVE FINANCIAL SUPPORT TO FURTHER THEIR PROFESSIONAL DEVELOPMENT AND CONTRIBUTE TO BUILDING OUR INDUSTRYS FUTURE WORKFORCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ISPE WOMEN IN PHARMA WILL PROVIDE WOMEN IN THE PHARMACEUTICAL INDUSTRY PROFESSIONAL TRAINING AND EDUCATION TO FOSTER MENTORSHIP AND NETWORKING FOR WOMEN AND ETHNICALLY DIVERSE PEOPLE, TO DRIVE THEIR SUCCESSFUL CAREER PROGRESS. A COMMUNITY OF WIP MENTORS, RESOURCES ACROSS ALL LEVELS, AND EDUCATIONAL SESSIONS WILL BE AN ENABLER FOR CAREER SUCCESS AND WORK-LIFE BALANCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK HERNICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/PhoneNum08139602105
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ISPE FOUNDATION INC
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ReturnHeader/Filer/EIN0611856137
ReturnHeader/Filer/PhoneNum08139602105
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ReturnHeader/FilingSecurityInformation/IPTm015:54:53
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEAROLF & MERENESS LLP
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL ZICHMILLER
ReturnHeader/ReturnTs02019-10-21T15:54:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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