Civic Intelligence

Apics Oklahoma City Chapter Inc

990EZ • Fiscal year 2017 • EIN 73-1114258

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 08, 2017

6021 Kingsbridge DriveOklahoma City, OK 73162

(405) 319-8326

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-58%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-33%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$37,332

Down $18,458 (-33%) from 2016

Net Assets

Down

$37,332

Down $18,458 (-33%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$31,679

Down $6,629 (-17%) from 2016

Expenses

Down

$50,139

Down $6,072 (-11%) from 2016

Net Income

Down

-$18,460

Down $557 (-3.1%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $44,405Net Assets 2010: $44,4052010Assets 2011: $51,070Net Assets 2011: $51,0702011Assets 2012: $56,442Net Assets 2012: $56,4422012Assets 2013: $53,238Liabilities 2013: $0Net Assets 2013: $53,2382013Assets 2014: $58,959Liabilities 2014: $0Net Assets 2014: $58,9592014Assets 2015: $73,691Liabilities 2015: $0Net Assets 2015: $73,6912015Assets 2016: $55,790Liabilities 2016: $0Net Assets 2016: $55,7902016Assets 2017: $37,332Liabilities 2017: $0Net Assets 2017: $37,3322017Assets 2018: $36,916Liabilities 2018: $0Net Assets 2018: $36,9162018Assets 2019: $26,783Liabilities 2019: $0Net Assets 2019: $26,7832019Assets 2020: $34,064Liabilities 2020: $02020Assets 2021: $38,151Liabilities 2021: $02021

Highlighted filing

2017

Assets$37,332
Liabilities$0
Net Assets$37,332

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $79,613Expenses 2010: $79,587Net Income 2010: $262010Revenue 2011: $78,180Expenses 2011: $71,515Net Income 2011: $6,6652011Revenue 2012: $44,800Expenses 2012: $39,430Net Income 2012: $5,3702012Revenue 2013: $57,517Expenses 2013: $60,720Net Income 2013: -$3,2032013Revenue 2014: $57,712Expenses 2014: $51,991Net Income 2014: $5,7212014Revenue 2015: $100,638Expenses 2015: $85,906Net Income 2015: $14,7322015Revenue 2016: $38,308Expenses 2016: $56,211Net Income 2016: -$17,9032016Revenue 2017: $31,679Expenses 2017: $50,139Net Income 2017: -$18,4602017Revenue 2018: $43,135Expenses 2018: $43,551Net Income 2018: -$4162018Revenue 2019: $31,880Expenses 2019: $42,013Net Income 2019: -$10,1332019Revenue 2020: $35,950Expenses 2020: $28,668Net Income 2020: $7,2822020Revenue 2021: $7,297Expenses 2021: $3,209Net Income 2021: $4,0882021

Highlighted filing

2017

Revenue$31,679
Expenses$50,139
Net Income-$18,460
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 8, 2017
Return Version
2016v3.0
Gross Receipts
$31,679
Mission and Program Overview

Mission

Provided educational seminars and classes for those engaged in the operations managment profession. Taught 14-cpim courses for approx 200 students. 1-lean enterprise course for 11 students, held 5- professional development meetings consisting of approx 90 attendees, and 2- plant tours with approximately 38 participants.

Program Services

DescriptionGrantsExpenses
PROVIDED EDUCATIONAL SEMINARS AND CLASSES FOR THOSE ENGAGED IN THE OPERATIONS MANAGMENT PROFESSION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRACE NEELEYPresident-$0--
NICHOLE COLLIERVP Of Commun-$0--
KUNAI GANDHIVP Of Educat-$0--
LARRY CHADWICKVP Of Inform-$0--
BRONSON CARMONAVP Of Prof D-$0--
EMILY CONRADSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Oklahoma City Chapter of American
EIN
73-1114258
Phone
4053198326
Address
6021 KINGSBRIDGE DRIVE, OKLAHOMA CITY, OK 73162

Signing Officer

Name
Larry Chadwick
Title
VP of Information
Phone
4057211660
Signed
2017-09-08

Preparer

Firm
Hamilton & Associates Inc
Address
3617 N MERIDIAN AVE, OKLAHOMA CITY, OK 73112
Preparer
Anna Hamilton
Phone
4059468500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Prof dev meetings 3,360 total 3,360

Form 990-ez, Part I, Line 16

Expenses insurance 1,801 administration 222 district meeting 561 international (conf) 2,430 bod/sp meetings 686 web page 1,200 internet service provider 602 awards 87 donations/scholarships 5,100 cpim classes (bscm) 13,842 cscp classes 6,506 cltd apics certification 3,148 instructor development prog 195 student cahpter expense 2,110 prof dev meetings (pdm) 4,016 marketing expense 4,290 promotions 744 memberships 680 postage 9 total 48,229

Form 990-ez, Part III

Provided educational seminars and classes for those engaged in the operations managment profession. Taught 14-cpim courses for approx 200 students. 1-lean enterprise course for 11 students, held 5- professional development meetings consisting of approx 90 attendees, and 2- plant tours with approximately 38 participants.

Raw XML Appendix110 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/PersonNm0JOHN CARTER
IRS990EZ/BooksInCareOfDetail/PhoneNum04053198326
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04108 COLCHESTER COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073072
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055792
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037332
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18460
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01910
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055792
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037332
IRS990EZ/GrossReceiptsAmt031679
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt098
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04070
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055792
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037332
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055792
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037332
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GRACE NEELEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICHOLE COLLIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KUNAI GANDHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LARRY CHADWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRONSON CARMONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMILY CONRAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF COMMUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF EDUCAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF INFORM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF PROF D
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048229
IRS990EZ/OtherRevenueTotalAmt03360
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDED EDUCATIONAL SEMINARS AND CLASSES FOR THOSE ENGAGED IN THE OPERATIONS MANAGMENT PROFESSION. TAUGHT 14-CPIM COURSES FOR APPROX 200 STUDENTS. 1-LEAN ENTERPRISE COURSE FOR 11 STUDENTS, HELD 5- PROFESSIONAL DEVELOPMENT MEETINGS CONSISTING OF APPROX 90 ATTENDEES, AND 2- PLANT TOURS WITH APPROXIMATELY 38 PARTICIPANTS.
IRS990EZ/ProgramServiceRevenueAmt024151
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED EDUCATIONAL SEMINARS AND CLASSES FOR THOSE ENGAGED IN THE OPERATIONS MANAGMENT PROFESSION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050139
IRS990EZ/TotalRevenueAmt031679
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROF DEV MEETINGS 3,360 TOTAL 3,360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 1,801 ADMINISTRATION 222 DISTRICT MEETING 561 INTERNATIONAL (CONF) 2,430 BOD/SP MEETINGS 686 WEB PAGE 1,200 INTERNET SERVICE PROVIDER 602 AWARDS 87 DONATIONS/SCHOLARSHIPS 5,100 CPIM CLASSES (BSCM) 13,842 CSCP CLASSES 6,506 CLTD APICS CERTIFICATION 3,148 INSTRUCTOR DEVELOPMENT PROG 195 STUDENT CAHPTER EXPENSE 2,110 PROF DEV MEETINGS (PDM) 4,016 MARKETING EXPENSE 4,290 PROMOTIONS 744 MEMBERSHIPS 680 POSTAGE 9 TOTAL 48,229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDED EDUCATIONAL SEMINARS AND CLASSES FOR THOSE ENGAGED IN THE OPERATIONS MANAGMENT PROFESSION. TAUGHT 14-CPIM COURSES FOR APPROX 200 STUDENTS. 1-LEAN ENTERPRISE COURSE FOR 11 STUDENTS, HELD 5- PROFESSIONAL DEVELOPMENT MEETINGS CONSISTING OF APPROX 90 ATTENDEES, AND 2- PLANT TOURS WITH APPROXIMATELY 38 PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY CHADWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF INFORMATION
ReturnHeader/BusinessOfficerGrp/PhoneNum04057211660
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA CITY CHAPTER OF AMERICAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PRODUCTION & INVENTORY CONTROL SOC
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0731114258
ReturnHeader/Filer/PhoneNum04053198326
ReturnHeader/Filer/USAddress/AddressLine1Txt06021 KINGSBRIDGE DRIVE
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073162
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FBC8119D257438FB79B87A747CC6C99E83B160DE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02D629C72DE7A21A70021F177131EA2C44271E9EC
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731137456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMILTON & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03617 N MERIDIAN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073112
ReturnHeader/PreparerPersonGrp/PhoneNum04059468500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNA HAMILTON
ReturnHeader/ReturnTs02017-09-14T07:33:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings