Civic Intelligence

Apics San Fernando Valley

EIN 95-3492494 • 501(c)6 • Van Nuys, CA

Profile

The education of proper practices regarding production and inventory controls.

C/O Icgs PO Box 7301Van Nuys, CA 91409

n/A

Siviq Scores

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

Liabilities / Assets

78th percentile

0.15x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$13,780

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

22%

Faster revenue growth than 79% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$201,039

Up $20,740 (+12%) from 2024

Liabilities

Down

$30,302

Down $10,192 (-25%) from 2024

Net Assets

Up

$170,737

Up $30,932 (+22%) from 2024

Operations
Liabilities / Revenue79th percentileNet Margin71st percentile

Revenue

Up

$263,647

Up $47,551 (+22%) from 2024

Expenses

Up

$232,215

Up $51,618 (+29%) from 2024

Net Income

Down

$31,432

Down $4,067 (-11%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$300K$200K$100K$0Assets 2011: $73,815Liabilities 2011: $02011Assets 2012: $95,532Liabilities 2012: $02012Assets 2013: $91,508Liabilities 2013: $02013Assets 2014: $117,480Liabilities 2014: $02014Assets 2015: $108,323Liabilities 2015: $8972015Assets 2016: $132,010Liabilities 2016: $2362016Assets 2017: $142,814Liabilities 2017: $3,9242017Assets 2018: $134,433Liabilities 2018: $2,3342018Assets 2019: $132,081Liabilities 2019: $4,4322019Assets 2020: $122,493Liabilities 2020: $1462020Assets 2021: $138,732Liabilities 2021: $18,958Net Assets 2021: $119,7742021Assets 2022: $147,433Liabilities 2022: $12,716Net Assets 2022: $134,7172022Assets 2023: $171,516Liabilities 2023: $67,210Net Assets 2023: $104,3062023Assets 2024: $180,299Liabilities 2024: $40,494Net Assets 2024: $139,8052024Assets 2025: $201,039Liabilities 2025: $30,302Net Assets 2025: $170,7372025

Highlighted filing

2025

Assets$201,039
Liabilities$30,302
Net Assets$170,737
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $94,462Expenses 2011: $95,700Net Income 2011: -$1,2382011Revenue 2012: $151,338Expenses 2012: $129,621Net Income 2012: $21,7172012Revenue 2013: $125,104Expenses 2013: $125,552Net Income 2013: -$4482013Revenue 2014: $168,917Expenses 2014: $142,945Net Income 2014: $25,9722014Revenue 2015: $77,661Expenses 2015: $87,716Net Income 2015: -$10,0552015Revenue 2016: $114,788Expenses 2016: $90,438Net Income 2016: $24,3502016Revenue 2017: $129,267Expenses 2017: $122,150Net Income 2017: $7,1172017Revenue 2018: $95,940Expenses 2018: $102,732Net Income 2018: -$6,7922018Revenue 2019: $105,336Expenses 2019: $109,786Net Income 2019: -$4,4502019Revenue 2020: $107,553Expenses 2020: $112,855Net Income 2020: -$5,3022020Revenue 2021: $83,599Expenses 2021: $86,172Net Income 2021: -$2,5732021Revenue 2022: $132,163Expenses 2022: $117,877Net Income 2022: $14,2862022Revenue 2023: $130,829Expenses 2023: $161,340Net Income 2023: -$30,5112023Revenue 2024: $216,096Expenses 2024: $180,597Net Income 2024: $35,4992024Revenue 2025: $263,647Expenses 2025: $232,215Net Income 2025: $31,4322025

Highlighted filing

2025

Revenue$263,647
Expenses$232,215
Net Income$31,432
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$201,039
Liabilities
$30,302
Net assets
$170,737
Revenue
$263,647
Expenses
$232,215
Net income
$31,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.30$1.71$2.64$2.32$0.31
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.40$1.40$2.16$1.81$0.35
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.67$1.04$1.31$1.61$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.13$1.35$1.32$1.18$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.19$1.20$0.84$0.86$0.03
2020Summary only. Only limited summary data is available for this year.$1.22$0.00$1.08$1.13$0.05
2019Summary only. Only limited summary data is available for this year.$1.32$0.04$1.05$1.10$0.04
2018Summary only. Only limited summary data is available for this year.$1.34$0.02$0.96$1.03$0.07
2017Summary only. Only limited summary data is available for this year.$1.43$0.04$1.29$1.22$0.07
2016Summary only. Only limited summary data is available for this year.$1.32$0.00$1.15$0.90$0.24
2015Summary only. Only limited summary data is available for this year.$1.08$0.01$0.78$0.88$0.10
2014Summary only. Only limited summary data is available for this year.$1.17$0.00$1.69$1.43$0.26
2013Summary only. Only limited summary data is available for this year.$0.92$0.00$1.25$1.26$0.00
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$1.51$1.30$0.22
2011Summary only. Only limited summary data is available for this year.$0.74$0.00$0.94$0.96$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$263,647
Mission and Program Overview

Mission

The education of proper practices regarding production and inventory controls.

The education of proper practices regarding supply chain management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$179,799$201,039▲ $21,240
Rtn Earn Endowment Incm Other Fnds$139,305$170,737▲ $31,432
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$179,799$201,039▲ $21,240
Other Assets Total-$0-
Liabilities
Other Liabilities$16,144$15,693▼ $451
Accounts Payable and Accrued Expenses$24,350$14,609▼ $9,741
Total Liabilities$40,494$30,302▼ $10,192
Net Assets / Fund Balance
Total Net Assets Fund Balance$139,305$170,737▲ $31,432
Total Liabilities and Net Assets / Fund Balance$179,799$201,039▲ $21,240
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleBaseTotal
James Strong Cpim CscpVP CTR Relation$13,780$13,780
Bob Ratcliffe Cpim CscpVP Education$12,192$12,192
John HeierDirector$11,520$11,520
Paul Fidler CpimPresident$4,160$4,160
Ellen Kane CpimDirector$2,504$2,504

Board Members and Trustees

NameTitle
Dan Rivera Cpim CirmDirector
Jose Feliciano Cpim CscpDirector
Mike Letson Cpim Cscp CltdDirector
Shannon Reininger CpimDirector
Steven Garcia CscpDirector
Beli Thakur CscpVP Admin
Taylor Dodge CpimVP Arrangements
Barbara WegVP Marketing
John Dow CpimVP Membership
David Mou Cpim CscpVP Programs
Trent Russ CpimVP Publicity
Jane TierneyVP Stdt Affairs
Revenue and Support

Revenue Composition

Contributions and Grants
$61,859
Program Service Revenue
$199,533
Investment Income
$2,255
Other Revenue
$0
All Other Contributions
$61,859
Change in Net Assets
$31,432
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$173,511
Salaries, Compensation, and Employee Benefits$58,704
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$58,704--$58,704
Travel$11,787--$11,787
Fees for Services Accounting-$4,099-$4,099
Advertising-$3,737-$3,737
Occupancy-$937-$937
Insurance-$599-$599
Office Expenses-$560-$560
Other Expenses$500$2,484-$500
All Other Expenses$-2,112$537-$-1,575
Total Functional Expenses$190,025$42,190$0$232,215
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tax Payable$15,693
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Board members are e-mailed copies of the completed tax forms and any necessary changes are discussed before the forms are finalized and filed.”

Form 990, Part VI, Section B, Line 12C

“This is done annually, after elections.”

Form 990, Part VI, Section B, Line 15A

“Board meetings include discussions and votes on compensation rates, taking into consideration comparable compensation paid by other organizations.”

Filing and Contact Details

Filer

Filer Name
Apics San Fernando Valley
EIN
95-3492494
Phone
6613474235
Address
PO BOX 802977, VALENCIA, CA 91380

Signing Officer

Name
Ellen Kane Cpim
Title
Director
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
17
Independent Board Members
0
Employees
0
Volunteers
17

Preparer

Firm
Richardson & Company CPAs Inc
Address
21550 Oxnard St Ste 300, Woodland Hills, CA 91367
Preparer
David M Richardson
Phone
8183480603
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VP CTR RELATION
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP ARRANGEMENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP ADMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP STDT AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP PUBLICITY
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
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IRS990/MissionDesc0THE EDUCATION OF PROPER PRACTICES REGARDING SUPPLY CHAIN MANAGEMENT.
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IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3SCHOLARSHIP PROGRAM
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12484
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IRS990/OtherExpensesGrp/ProgramServicesAmt1500
IRS990/OtherExpensesGrp/TotalAmt0121146
IRS990/OtherExpensesGrp/TotalAmt129237
IRS990/OtherExpensesGrp/TotalAmt22484
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IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL TRAINING
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IRS990/PYInvestmentIncomeAmt014
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IRS990/PYRevenuesLessExpensesAmt035499
IRS990/PYSalariesCompEmpBnftPaidAmt060844
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015693
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TAX PAYABLE
IRS990ScheduleD/TotalLiabilityAmt015693
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE E-MAILED COPIES OF THE COMPLETED TAX FORMS AND ANY NECESSARY CHANGES ARE DISCUSSED BEFORE THE FORMS ARE FINALIZED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS IS DONE ANNUALLY, AFTER ELECTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEETINGS INCLUDE DISCUSSIONS AND VOTES ON COMPENSATION RATES, TAKING INTO CONSIDERATION COMPARABLE COMPENSATION PAID BY OTHER ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST TO [email protected]
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0179799
IRS990/TotalAssetsEOYAmt0201039
IRS990/TotalAssetsGrp/BOYAmt0179799
IRS990/TotalAssetsGrp/EOYAmt0201039
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0190025
IRS990/TotalFunctionalExpensesGrp/TotalAmt0232215
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt030302
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IRS990/TotalLiabilitiesGrp/EOYAmt030302
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IRS990/TotalProgramServiceExpensesAmt0190025
IRS990/TotalProgramServiceRevenueAmt0199533
IRS990/TotalReportableCompFromOrgAmt044156
IRS990/TotalRevenueGrp/ExclusionAmt02255
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0199533
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0263647
IRS990/TotalVolunteersCnt017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0179799
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0201039
IRS990/TravelGrp/ProgramServicesAmt011787
IRS990/TravelGrp/TotalAmt011787
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X

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