Civic Intelligence

Ism-Utah Inc

990EZ • Fiscal year 2023 • EIN 87-0384835

Jun 01, 2022 to May 31, 2023 • Filed on Oct 17, 2023

Organization Profile
PO Box 27245Salt Lake Cty, UT 84127-0245

(801) 592-0193

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

9th percentile

-42%

Higher net margin than 9% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-8.0%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$28,671

Flat from 2023

Net Assets

$28,671

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Flat

$11,307

Flat from 2023

Expenses

Flat

$16,015

Flat from 2023

Net Income

Flat

-$4,708

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$80K$60K$40K$20K$0Assets 2012: $79,220Liabilities 2012: $02012Assets 2013: $29,835Liabilities 2013: $432013Assets 2014: $14,814Liabilities 2014: $02014Assets 2015: $193Liabilities 2015: $02015Assets 2016: $14,912Liabilities 2016: $02016Assets 2017: $30,018Liabilities 2017: $02017Assets 2022: $33,379Net Assets 2022: $33,3792022Assets 2023: $28,671Net Assets 2023: $28,6712023Assets 2023: $28,671Liabilities 2023: $02023Assets 2024: $31,502Liabilities 2024: $02024Assets 2025: $32,229Net Assets 2025: $32,2292025

Highlighted filing

2023

Assets$28,671
Liabilities-
Net Assets$28,671
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $31,524Expenses 2012: $54,871Net Income 2012: -$23,3472012Revenue 2013: $84,910Expenses 2013: $134,249Net Income 2013: -$49,3392013Revenue 2014: $76,600Expenses 2014: $38,914Net Income 2014: $37,6862014Revenue 2015: $46,605Expenses 2015: $34,569Net Income 2015: $12,0362015Revenue 2016: $53,586Expenses 2016: $38,674Net Income 2016: $14,9122016Revenue 2017: $29,891Expenses 2017: $34,205Net Income 2017: -$4,3142017Revenue 2022: $12,291Expenses 2022: $16,150Net Income 2022: -$3,8592022Revenue 2023: $11,307Expenses 2023: $16,015Net Income 2023: -$4,7082023Revenue 2023: $11,307Expenses 2023: $16,015Net Income 2023: -$4,7082023Revenue 2024: $12,729Expenses 2024: $9,440Net Income 2024: $3,2892024Revenue 2025: $14,085Expenses 2025: $13,358Net Income 2025: $7272025

Highlighted filing

2023

Revenue$11,307
Expenses$16,015
Net Income-$4,708
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Oct 17, 2023
Return Version
2022v5.0
Gross Receipts
$11,307
Mission and Program Overview

Mission

Educationofpurchasingprofessionals

Education of purchasing professionals

Program Services

DescriptionGrantsExpenses
8 monthly Educational dinner or lunch meetings which included plant tours and or speakers. Average of 35 attendees for each event$0$7,436
All Day Seminar at Living Planet Aquarium with Speakers and lunch provided. Over 45 attendees$0$6,514
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan SmithPresidentPT$0--
Cathy GilliesTreasurerPT$0--
Dallin ChristensenBoard Member-$0--
Dirk PorterBoard Member-$0--
Kelly AndersonBoard Member-$0--
Mark DouglassBoard Member-$0--
Amy BuschBoard Member-$0--
Nikki SmithBoard Member-$0--
Trent BakerBoard Member-$0--
Joel WallinBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Ism-utah Inc
EIN
87-0384835
In Care Of
% Nikki Smith
Address
PO BOX 27245, SALT LAKE CTY, UT 84127-0245

Signing Officer

Name
Cathy Gillies
Title
Treasurer
Signed
2023-10-17
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Awards and Recognition Dues and Subscriptions Dinner Lunch Meetings, $16015|”

Part I, Line 21

“| Explanation:| Awards and Recognition Dues and Subscriptions Dinner lunch meetings”

Raw XML Appendix139 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/PersonNm0Cathy Gillies
IRS990EZ/BooksInCareOfDetail/PhoneNum08015920193
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015142 S Traverse Ridge Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Draper
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033379
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028671
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4708
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033379
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028671
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt011307
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011307
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033379
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028671
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033379
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028671
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dan Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cathy Gillies
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dallin Christensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dirk Porter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kelly Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mark Douglass
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Amy Busch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Nikki Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Trent Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Joel Wallin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education of purchasing professionals
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0All Day Seminar at Living Planet Aquarium with Speakers and lunch provided. Over 45 attendees
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt18 monthly Educational dinner or lunch meetings which included plant tours and or speakers. Average of 35 attendees for each event
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06514
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17436
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0UT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016015
IRS990EZ/TotalProgramServiceExpensesAmt013950
IRS990EZ/TotalRevenueAmt011307
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Awards and Recognition Dues and Subscriptions Dinner Lunch Meetings, $16015|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:| Awards and Recognition Dues and Subscriptions Dinner lunch meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 21
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Cathy Gillies
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ISM-UTAH INC
ReturnHeader/Filer/BusinessNameControlTxt0ISM-
ReturnHeader/Filer/EIN0870384835
ReturnHeader/Filer/ForeignPhoneNum08015920193
ReturnHeader/Filer/InCareOfNm0% Nikki Smith
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 27245
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CTY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd0841270245
ReturnHeader/ReturnTs02023-10-17T06:14:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,671
Liabilities
-
Net assets
$28,671
Revenue
$11,307
Expenses
$16,015
Net income
-$4,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.14$0.13$0.01
2024Summary only. Only limited summary data is available for this year.$0.32$0.00$0.13$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.11$0.16$0.05
2023Summary only. Only limited summary data is available for this year.$0.29$0.00$0.11$0.16$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.33$0.12$0.16$0.04
2017Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$0.34$0.04
2016Summary only. Only limited summary data is available for this year.$0.15$0.00$0.54$0.39$0.15
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.47$0.35$0.12
2014Summary only. Only limited summary data is available for this year.$0.15$0.00$0.77$0.39$0.38
2013Summary only. Only limited summary data is available for this year.$0.30$0.00$0.85$1.34$0.49
2012Summary only. Only limited summary data is available for this year.$0.79$0.00$0.32$0.55$0.23