Civic Intelligence

Institute for Supply

990EZ • Fiscal year 2021 • EIN 77-0003548

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

Organization ProfileN/A
2530 Berryessa Ave 711San Jose, CA 95132

(408) 712-8338

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

96th percentile

64%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

65th percentile

17%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-67%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$42,676

Up $6,172 (+17%) from 2020

Net Assets

Up

$42,676

Up $6,172 (+17%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Down

$9,594

Down $19,690 (-67%) from 2020

Expenses

Down

$3,422

Down $30,188 (-90%) from 2020

Net Income

Up

$6,172

Up $10,498 (+243%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2021

Assets$42,676
Liabilities-
Net Assets$42,676
Open 2021 Filing

Operations Trend

Revenue Growth6th 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

2021

Revenue$9,594
Expenses$3,422
Net Income$6,172
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.0
Gross Receipts
$9,594
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
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--
EDUCATIONAL SEMINARS WERE HELD ON PURCHASING AND RELATED TOPICS. EACH EIGHT HOUR SEMINAR QUALIFIED FOR CERTIFICATION FROM THE INSTITUTE OF SUPPLY MANAGEMENT.--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH RICHTERVice President-$0--
JACK MARTINPresident-$0--
JOHN SEMANIKDirector-$0--
GLENN FICKEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Supply
EIN
77-0003548
Phone
4087128338
Address
2530 BERRYESSA AVE 711, SAN JOSE, CA 95132

Signing Officer

Name
Jack Martin
Title
President
Signed
2022-05-12
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.1002

“Office Expenses $675”

Other Expenses.1

“WEBSITE $124”

Other Expenses.2

“STATE TAXES $10”

Raw XML Appendix111 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/PersonNm0JACK MARTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum04087128338
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02530 BERRYESSA AVE 711
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095132
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036504
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042676
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06172
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02613
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036504
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042676
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt09594
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09594
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036504
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042676
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036504
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042676
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0809
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE COMPANY IS A NON-PROFIT ORGANIZATION WHICH PROMOTES FURTHER EDUCATION IN THE PURCHASING INDUSTRY
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03422
IRS990EZ/TotalRevenueAmt09594
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STATE TAXES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR SUPPLY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MANAGEMENT - SILICON VALLEY INC
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0770003548
ReturnHeader/Filer/PhoneNum04087128338
ReturnHeader/Filer/USAddress/AddressLine1Txt02530 BERRYESSA AVE 711
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/ReturnTs02022-05-13T06:02:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTIN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,676
Liabilities
-
Net assets
$42,676
Revenue
$9,594
Expenses
$3,422
Net income
$6,172
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