Civic Intelligence

Institute for Supply

990EZ • Fiscal year 2016 • EIN 77-0003548

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

Organization ProfileN/A
PO Box 32156San Jose, CA 95152

(408) 497-8042

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

8th percentile

-33%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

11th percentile

-30%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-21%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$32,507

Down $13,691 (-30%) from 2015

Net Assets

Down

$32,507

Down $13,691 (-30%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$42,060

Down $11,205 (-21%) from 2015

Expenses

Up

$55,751

Up $12,902 (+30%) from 2015

Net Income

Down

-$13,691

Down $24,107 (-231%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$60K$40K$20K$0Assets 2012: $47,411Liabilities 2012: $02012Assets 2013: $46,590Liabilities 2013: $02013Assets 2014: $35,782Net Assets 2014: $35,7822014Assets 2015: $46,198Net Assets 2015: $46,1982015Assets 2016: $32,507Net Assets 2016: $32,5072016Assets 2017: $23,276Net Assets 2017: $23,2762017Assets 2018: $26,140Net Assets 2018: $26,1402018Assets 2019: $40,830Net Assets 2019: $40,8302019Assets 2020: $36,504Net Assets 2020: $36,5042020Assets 2021: $42,676Net Assets 2021: $42,6762021Assets 2022: $54,216Net Assets 2022: $54,2162022Assets 2023: $7,434Net Assets 2023: $7,4342023Assets 2024: $25,944Net Assets 2024: $25,9442024

Highlighted filing

2016

Assets$32,507
Liabilities-
Net Assets$32,507
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

$100K$50K$0-$50KRevenue 2012: $29,650Expenses 2012: $46,695Net Income 2012: -$17,0452012Revenue 2013: $44,310Expenses 2013: $45,131Net Income 2013: -$8212013Revenue 2014: $14,311Expenses 2014: $25,100Net Income 2014: -$10,7892014Revenue 2015: $53,265Expenses 2015: $42,849Net Income 2015: $10,4162015Revenue 2016: $42,060Expenses 2016: $55,751Net Income 2016: -$13,6912016Revenue 2017: $31,300Expenses 2017: $40,531Net Income 2017: -$9,2312017Revenue 2018: $50,873Expenses 2018: $48,009Net Income 2018: $2,8642018Revenue 2019: $51,343Expenses 2019: $36,653Net Income 2019: $14,6902019Revenue 2020: $29,284Expenses 2020: $33,610Net Income 2020: -$4,3262020Revenue 2021: $9,594Expenses 2021: $3,422Net Income 2021: $6,1722021Revenue 2022: $11,773Expenses 2022: $233Net Income 2022: $11,5402022Revenue 2023: $757Expenses 2023: $47,539Net Income 2023: -$46,7822023Revenue 2024: $20,526Expenses 2024: $2,016Net Income 2024: $18,5102024

Highlighted filing

2016

Revenue$42,060
Expenses$55,751
Net Income-$13,691
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.0
Gross Receipts
$42,060
Mission and Program Overview

Mission

The company is a non-profit organization which promotes further education in the purchasing industry

Program Services

DescriptionGrantsExpenses
EDUCATIONAL SEMINARS WERE HELD ON PURCHASING AND RELATED TOPICS. EACH EIGHT HOUR SEMINAR QUALIFIED FOR CERTIFICATION FROM THE INSTITUTE OF SUPPLY MANAGEMENT.$39,908-
DUES ARE COLLECTED FROM MEMBERS. A PORTION OF THESE DUES ARE THEN REMITTED BY THIS LOCAL ORGANIZATION TO THE INSTITUTE OF SUPPLY MANAGEMENT TO MAINTAIN THE MEMBERS CERTIFICATION$11,261-
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELANIE COURNOYERVP Of Programs-$0--
KAREN LANCASTERVP Of Finance-$0--
JOHN SEMANIKPresident-$0--
KATHERINE KRISTOVICHDirector-$0--
LYRA MYERSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Supply
EIN
77-0003548
Phone
4084978042
Address
PO BOX 32156, SAN JOSE, CA 95152

Signing Officer

Name
John Semanik
Title
President
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Buchanan & Reed Inc
Address
1737 N First Street Suite 250, San Jose, CA 95112
Preparer
Brian C Reed
Phone
4083511228
Supplemental Narrative

Additional Explanations

Other Revenue.1

“DONATIONS $193”

Other Expenses.1007

“Conferences, Conventions, and Meetings $39908”

Other Expenses.1

“DUES PAID TO ISM $11261”

Other Expenses.2

“WEBSITE $2024”

Other Expenses.3

“FINANCE EXPENSES $1811”

Other Expenses.4

“BANK CHARGES $435”

Other Expenses.5

“OFFICE EXPENSE $312”

Raw XML Appendix120 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 SEMANIK
IRS990EZ/BooksInCareOfDetail/PhoneNum04084978042
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02992 RIDGEGATE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095113
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046198
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032507
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13691
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046198
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032507
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt042060
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06221
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046198
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032507
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046198
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032507
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELANIE COURNOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN LANCASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN SEMANIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHERINE KRISTOVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LYRA MYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP OF PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055751
IRS990EZ/OtherRevenueTotalAmt0193
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE COMPANY IS A NON-PROFIT ORGANIZATION WHICH PROMOTES FURTHER EDUCATION IN THE PURCHASING INDUSTRY
IRS990EZ/ProgramServiceRevenueAmt035641
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DUES ARE COLLECTED FROM MEMBERS. A PORTION OF THESE DUES ARE THEN REMITTED BY THIS LOCAL ORGANIZATION TO THE INSTITUTE OF SUPPLY MANAGEMENT TO MAINTAIN THE MEMBERS CERTIFICATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL SEMINARS WERE HELD ON PURCHASING AND RELATED TOPICS. EACH EIGHT HOUR SEMINAR QUALIFIED FOR CERTIFICATION FROM THE INSTITUTE OF SUPPLY MANAGEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011261
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt139908
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055751
IRS990EZ/TotalProgramServiceExpensesAmt051169
IRS990EZ/TotalRevenueAmt042060
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATIONS $193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $39908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES PAID TO ISM $11261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEBSITE $2024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCE EXPENSES $1811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE EXPENSE $312
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN SEMANIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR SUPPLY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MANAGEMENT - SILICON VALLEY INC
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0770003548
ReturnHeader/Filer/PhoneNum04084978042
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 32156
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Buchanan & Reed Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01737 N First Street Suite 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095112
ReturnHeader/PreparerPersonGrp/PhoneNum04083511228
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian C Reed
ReturnHeader/ReturnTs02016-11-09T16:19:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,507
Liabilities
-
Net assets
$32,507
Revenue
$42,060
Expenses
$55,751
Net income
-$13,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.9$25.9$20.5$2.02$18.5
2023Detailed filing. Detailed filing data is available for this year.$7.43$7.43$0.76$47.5$46.8
2022Detailed filing. Detailed filing data is available for this year.$54.2$54.2$11.8$0.23$11.5
2021Detailed filing. Detailed filing data is available for this year.$42.7$42.7$9.59$3.42$6.17
2020Detailed filing. Detailed filing data is available for this year.$36.5$36.5$29.3$33.6$4.33
2019Detailed filing. Detailed filing data is available for this year.$40.8$40.8$51.3$36.7$14.7
2018Detailed filing. Detailed filing data is available for this year.$26.1$26.1$50.9$48.0$2.86
2017Detailed filing. Detailed filing data is available for this year.$23.3$23.3$31.3$40.5$9.23
2016Detailed filing. Detailed filing data is available for this year.$32.5$32.5$42.1$55.8$13.7
2015Detailed filing. Detailed filing data is available for this year.$46.2$46.2$53.3$42.8$10.4
2014Detailed filing. Detailed filing data is available for this year.$35.8$35.8$14.3$25.1$10.8
2013Summary only. Only limited summary data is available for this year.$46.6$0.00$44.3$45.1$0.82
2012Summary only. Only limited summary data is available for this year.$47.4$0.00$29.7$46.7$17.0