Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 95-3707427 • 501(c)6 • Claremont, CA
Profile
Apics provides courses in management of production inventory and businessresources. Courses are provided to business in house and to the generalpublic through local colleges and seminars semi-annual symposiums areprovided to educate members
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
50th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
16th percentile
Higher net margin than 16% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
28th percentile
Faster asset growth than 28% of similar nonprofits.
Revenue Growth
9th percentile
Faster revenue growth than 9% of similar nonprofits.
Assets
Down$164,336
Down $9,729 (-5.6%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
Down$164,336
Down $9,729 (-5.6%) from 2024
Revenue
Down$30,713
Down $112,460 (-79%) from 2024
Expenses
Down$40,442
Down $160,585 (-80%) from 2024
Net Income
Up-$9,729
Up $48,125 (+83%) from 2024
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Apics provides courses in management of production inventory and business resources. Courses are provided to business in house and to the general public through local colleges and seminars semi-annual symposiums are provided to educate members
Apics provides courses in management of production inventory and businessresources. Courses are provided to business in house and to the generalpublic through local colleges and seminars semi-annual symposiums areprovided to educate members
| Description | Grants | Expenses |
|---|---|---|
| APICS PROVIDES COURSES IN MANAGEMENT OF PRODUCTION INVENTORY AND BUSINESSRESOURCES. COURSES ARE PROVIDED TO BUSINESS IN HOUSE AND TO THE GENERALPUBLIC THROUGH LOCAL COLLEGES AND SEMINARS SEMI-ANNUAL SYMPOSIUMS AREPROVIDED TO EDUCATE MEMBERS | $1,000 | $39,443 |
| APICS PROVIDES COURSES IN MANAGEMENT OF PRODUCTION INVENTORY AND BUSINESSRESOURCES. COURSES ARE PROVIDED TO BUSINESS IN HOUSE AND TO THE GENERALPUBLIC THROUGH LOCAL COLLEGES AND SEMINARS SEMI-ANNUAL SYMPOSIUMS AREPROVIDED TO EDUCATE MEMBERS | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LISA ANDERSON | President | - | $0 | - | - |
| VALERIE LADD | VP Finance | - | $0 | - | - |
| PHIL ELHAI | VP Education | - | $0 | - | - |
| TONY MARTINEZ | VP Special Projects | - | $0 | - | - |
| PARIZAD SETHNA | VP Member Services | - | $0 | - | - |
| KATE LOIN-BARREN | VP Programs | - | $0 | - | - |
| KEVIN MANNING | Director Of Marketing | - | $0 | - | - |
| ELIZABETH WARREN | Symposium Chair | - | $0 | - | - |
| PAM SCRIVNER | Admin Chair | - | $0 | - | - |
“Affiliate name: cal poly pomona. Purpose of payment: scholarship. Amount of payment: 1,000.”
“Description: advertising. Amount: 12,586. Description: miscellaneous. Amount: 3,324. Description: website. Amount: 639. Description: meetings. Amount: 250. Description: insurance. Amount: 1,352. Description: program. Amount: 2,599. Description: taxes. Amount: 117. Total to form 990-ez, line 16: 20,867.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 9942 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | LISA ANDERSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9096303943 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2058 N MILLS 532 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CLAREMONT |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91711 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 174065 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 164336 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -9729 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 8580 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 174065 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 164336 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 1000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 30713 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 1013 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 174065 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 164336 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 174065 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 164336 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LISA ANDERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | VALERIE LADD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | PHIL ELHAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | TONY MARTINEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | PARIZAD SETHNA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KATE LOIN-BARREN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | KEVIN MANNING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ELIZABETH WARREN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | PAM SCRIVNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VP FINANCE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VP EDUCATION |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP SPECIAL PROJECTS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP MEMBER SERVICES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VP PROGRAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR OF MARKETING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SYMPOSIUM CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | ADMIN CHAIR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 20867 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | APICS PROVIDES COURSES IN MANAGEMENT OF PRODUCTION INVENTORY AND BUSINESSRESOURCES. COURSES ARE PROVIDED TO BUSINESS IN HOUSE AND TO THE GENERALPUBLIC THROUGH LOCAL COLLEGES AND SEMINARS SEMI-ANNUAL SYMPOSIUMS AREPROVIDED TO EDUCATE MEMBERS |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 53 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 29700 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | APICS PROVIDES COURSES IN MANAGEMENT OF PRODUCTION INVENTORY AND BUSINESSRESOURCES. COURSES ARE PROVIDED TO BUSINESS IN HOUSE AND TO THE GENERALPUBLIC THROUGH LOCAL COLLEGES AND SEMINARS SEMI-ANNUAL SYMPOSIUMS AREPROVIDED TO EDUCATE MEMBERS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | APICS PROVIDES COURSES IN MANAGEMENT OF PRODUCTION INVENTORY AND BUSINESSRESOURCES. COURSES ARE PROVIDED TO BUSINESS IN HOUSE AND TO THE GENERALPUBLIC THROUGH LOCAL COLLEGES AND SEMINARS SEMI-ANNUAL SYMPOSIUMS AREPROVIDED TO EDUCATE MEMBERS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 1000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 39443 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 40442 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 39443 |
| IRS990EZ/TotalRevenueAmt | 0 | 30713 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.APICS-IE.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | AFFILIATE NAME: CAL POLY POMONA. PURPOSE OF PAYMENT: SCHOLARSHIP. AMOUNT OF PAYMENT: 1,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ADVERTISING. AMOUNT: 12,586. DESCRIPTION: MISCELLANEOUS. AMOUNT: 3,324. DESCRIPTION: WEBSITE. AMOUNT: 639. DESCRIPTION: MEETINGS. AMOUNT: 250. DESCRIPTION: INSURANCE. AMOUNT: 1,352. DESCRIPTION: PROGRAM. AMOUNT: 2,599. DESCRIPTION: TAXES. AMOUNT: 117. TOTAL TO FORM 990-EZ, LINE 16: 20,867. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LISA ANDERSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9096303943 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-31 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | AMERICAN PRODUCTION & INVENTORY |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | CONTROL SOCIETY #112 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | AMER |
| ReturnHeader/Filer/EIN | 0 | 953707427 |
| ReturnHeader/Filer/PhoneNum | 0 | 9096303943 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2058 N MILLS 532 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CLAREMONT |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 91711 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 271586089 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BURNS & JOHNSTON CPA'S AND BUSINESS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9620 CENTER AVE 160 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | RANCHO CUCAMONGA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 91730 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9099442959 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-10-31 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TIMOTHY J BURNS |
| ReturnHeader/ReturnTs | 0 | 2025-10-31T15:19:31-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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