Civic Intelligence

American Production and Inventory Control Society

EIN 94-2846745 • 501(c)6 • Tempe, AZ

Profile

Building operations management excellence in individuals/enterprises through education, certification, worldwide networking of industry professionals.

950 E Baseline Road 104-1025Tempe, AZ 85283

www.apicsphoenix.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

23rd percentile

-18%

Higher net margin than 23% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-9.3%

Faster asset growth than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

2.1%

Faster revenue growth than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$91,049

Down $9,370 (-9.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$91,049

Down $9,370 (-9.3%) from 2019

Operations
Liabilities / Revenue51st percentileNet Margin23rd percentile

Revenue

Up

$51,651

Up $1,063 (+2.1%) from 2019

Expenses

Up

$61,021

Up $4,100 (+7.2%) from 2019

Net Income

Down

-$9,370

Down $3,037 (-48%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $162,364Liabilities 2011: $51,1092011Assets 2012: $136,202Liabilities 2012: $4,2252012Assets 2013: $146,823Liabilities 2013: $6,054Net Assets 2013: $140,7692013Assets 2014: $180,092Liabilities 2014: $12,133Net Assets 2014: $167,9592014Assets 2015: $142,708Liabilities 2015: $0Net Assets 2015: $142,7082015Assets 2016: $144,136Liabilities 2016: $1,618Net Assets 2016: $142,5182016Assets 2017: $136,065Liabilities 2017: $0Net Assets 2017: $136,0652017Assets 2018: $106,752Liabilities 2018: $0Net Assets 2018: $106,7522018Assets 2019: $100,419Liabilities 2019: $0Net Assets 2019: $100,4192019Assets 2020: $91,049Liabilities 2020: $0Net Assets 2020: $91,0492020

Highlighted filing

2020

Assets$91,049
Liabilities$0
Net Assets$91,049
Open 2020 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $126,196Expenses 2011: $119,168Net Income 2011: $7,0282011Revenue 2012: $148,011Expenses 2012: $127,289Net Income 2012: $20,7222012Revenue 2013: $171,941Expenses 2013: $163,149Net Income 2013: $8,7922013Revenue 2014: $109,307Expenses 2014: $82,117Net Income 2014: $27,1902014Revenue 2015: $61,469Expenses 2015: $86,720Net Income 2015: -$25,2512015Revenue 2016: $75,930Expenses 2016: $76,120Net Income 2016: -$1902016Revenue 2017: $59,893Expenses 2017: $66,346Net Income 2017: -$6,4532017Revenue 2018: $27,207Expenses 2018: $56,520Net Income 2018: -$29,3132018Revenue 2019: $50,588Expenses 2019: $56,921Net Income 2019: -$6,3332019Revenue 2020: $51,651Expenses 2020: $61,021Net Income 2020: -$9,3702020

Highlighted filing

2020

Revenue$51,651
Expenses$61,021
Net Income-$9,370
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$91,049
Liabilities
$0
Net assets
$91,049
Revenue
$51,651
Expenses
$61,021
Net income
-$9,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.52$0.61$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.51$0.57$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.27$0.57$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.60$0.66$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.02$1.43$0.76$0.76$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.61$0.87$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.12$1.68$1.09$0.82$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.06$1.41$1.72$1.63$0.09
2012Summary only. Only limited summary data is available for this year.$1.36$0.04$1.48$1.27$0.21
2011Summary only. Only limited summary data is available for this year.$1.62$0.51$1.26$1.19$0.07
Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 11, 2016
Return Version
2015v2.1
Gross Receipts
$75,930
Mission and Program Overview

Mission

Building operations management excellence in individuals/enterprises through education, certification, worldwide networking of industry professionals.

See Statement O

Program Services

DescriptionGrantsExpenses
APICS provides professional certification education workshops classes and seminars professional development seminars monthly and continuing educational opportunities--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert LundeenPresident-$0--
Dave JohnsonDirector At Large-$0--
Pat McFarlandVP Finance-$0--
Luke LaliverteVP Admin-$0--
Francisco LaraVP Programs-$0--
Sonia ReidDirector Of Programs-$0--
Filing and Contact Details

Filer

Filer Name
American Production & Inventory Control
EIN
94-2846745
Address
950 E Baseline Road 104-1025, Tempe, AZ 85283

Signing Officer

Name
Pat McFarland
Title
Officer
Signed
2016-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Selina J Ashworth CPA PLLC
Address
3514 N Power Road Ste 127, Mesa, AZ 85215
Preparer
Selina Ashworth
Phone
4809450623
Supplemental Narrative

Additional Explanations

General explanation attachment

“Building Operations Management Excellence in Individuals/Enterprises Through Education, Certification, Worldwide Networking of Industry Professionals.”

Description of other expenses Part I line 16

“Description AmountCompetition 2,522Insurance 1,219PDM 3,995Travel 8,650Bank Service Charges 697Supplies 723Books Exams Credits 5,667Instructor Materials 3,392BOD Meetings 1,062Regional Planning 911Advertising 3,991Miscellaneous 723”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts Receivable 17,072 16,991”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccounts Payable 0 1,618”

Raw XML Appendix138 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Robert Lundeen
CompensationExplanation/CompensationExplanationGrp/PersonNm1Dave Johnson
CompensationExplanation/CompensationExplanationGrp/PersonNm2Pat McFarland
CompensationExplanation/CompensationExplanationGrp/PersonNm3Luke Laliverte
CompensationExplanation/CompensationExplanationGrp/PersonNm4Francisco Lara
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0None
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1None
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2None
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3None
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4None
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Debbie Hanson
IRS990EZ/BooksInCareOfDetail/PhoneNum04806093999
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0950 E Baseline Rd 104-1025
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tempe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085283
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0125636
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0127145
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-190
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt037150
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0142708
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0144136
IRS990EZ/GrossReceiptsAmt075930
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011590
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0142708
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0142518
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0142708
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0142518
IRS990EZ/OccupancyRentUtltsAndMaintAmt05214
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Lundeen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dave Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Pat McFarland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Luke Laliverte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Francisco Lara
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sonia Reid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director at Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Admin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director of Programs
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017072
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016991
IRS990EZ/OtherExpensesTotalAmt033552
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Statement O
IRS990EZ/PrintingPublicationsPostageAmt0204
IRS990EZ/ProgramServiceRevenueAmt064320
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0APICS provides professional certification education workshops classes and seminars professional development seminars monthly and continuing educational opportunities
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01618
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076120
IRS990EZ/TotalRevenueAmt075930
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.apicsphoenix.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Building Operations Management Excellence in Individuals/Enterprises Through Education, Certification, Worldwide Networking of Industry Professionals.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCompetition 2,522Insurance 1,219PDM 3,995Travel 8,650Bank Service Charges 697Supplies 723Books Exams Credits 5,667Instructor Materials 3,392BOD Meetings 1,062Regional Planning 911Advertising 3,991Miscellaneous 723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccounts Receivable 17,072 16,991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAccounts Payable 0 1,618
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Pat McFarland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0American Production & Inventory Control
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0942846745
ReturnHeader/Filer/USAddress/AddressLine1Txt0950 E Baseline Road 104-1025
ReturnHeader/Filer/USAddress/CityNm0Tempe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085283
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263005281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Selina J Ashworth CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03514 N Power Road Ste 127
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085215
ReturnHeader/PreparerPersonGrp/PhoneNum04809450623
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Selina Ashworth
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-26T13:28:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits