Civic Intelligence

Institute for Supply

990EZ • Fiscal year 2019 • EIN 77-0003548

Jul 01, 2018 to Jun 30, 2019 • Filed on May 07, 2020

Organization ProfileN/A
2530 Berryessa AveSan Jose, CA 95132

(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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

90th percentile

29%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$1,000

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

56%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

0.9%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$40,830

Up $14,690 (+56%) from 2018

Net Assets

Up

$40,830

Up $14,690 (+56%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$51,343

Up $470 (+0.9%) from 2018

Expenses

Down

$36,653

Down $11,356 (-24%) from 2018

Net Income

Up

$14,690

Up $11,826 (+413%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2019

Assets$40,830
Liabilities-
Net Assets$40,830
Open 2019 Filing

Operations Trend

Revenue Growth50th 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

2019

Revenue$51,343
Expenses$36,653
Net Income$14,690
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 7, 2020
Return Version
2018v3.1
Gross Receipts
$51,343
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.$29,460-
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$3,539-
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SEMANIKPresident-$1,000-$1,000
ELIZABETH RICHTERVice President-$0--
JACK MARTINVice President-$0--
GLENN FICKEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Supply
EIN
77-0003548
Phone
4084978042
Address
2530 BERRYESSA AVE, SAN JOSE, CA 95132

Signing Officer

Name
John Semanik
Title
President
Signed
2020-05-07
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 Expenses.1007

“Conferences, Conventions, and Meetings $29460”

Other Expenses.1

“DUES PAID TO ISM $3539”

Other Expenses.2

“WEBSITE $1052”

Other Expenses.3

“REFUND $399”

Other Expenses.4

“BANK CHARGES $143”

Other Expenses.5

“STATE TAXES $10”

Raw XML Appendix116 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/AddressChangeInd0X
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/BOYAmt026140
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040830
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014690
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01050
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026140
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040830
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt051343
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03177
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026140
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040830
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026140
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040830
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH RICHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACK MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN SEMANIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GLENN FICKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034603
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE COMPANY IS A NON-PROFIT ORGANIZATION WHICH PROMOTES FURTHER EDUCATION IN THE PURCHASING INDUSTRY
IRS990EZ/ProgramServiceRevenueAmt048166
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/GrantsAndAllocationsAmt03539
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt129460
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036653
IRS990EZ/TotalProgramServiceExpensesAmt032999
IRS990EZ/TotalRevenueAmt051343
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $29460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES PAID TO ISM $3539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE $1052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REFUND $399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STATE TAXES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN SEMANIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-07
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/AddressLine1Txt02530 BERRYESSA AVE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454204427
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/ReturnTs02020-05-08T08:06:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,830
Liabilities
-
Net assets
$40,830
Revenue
$51,343
Expenses
$36,653
Net income
$14,690
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