Civic Intelligence

American Production & Inventory

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

2058 N Mills 532Claremont, CA 91711

www.apics-ie.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 2025

Liabilities / Revenue

50th percentile

0.00x

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

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

Net Margin

16th percentile

-32%

Higher net margin than 16% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

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

Asset Growth

28th percentile

-16%

Faster asset growth than 28% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

9th percentile

-57%

Faster revenue growth than 9% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

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

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2015: $116,092Liabilities 2015: $02015Assets 2016: $91,704Liabilities 2016: $02016Assets 2017: $108,064Liabilities 2017: $02017Assets 2018: $124,494Liabilities 2018: $02018Assets 2019: $153,782Liabilities 2019: $02019Assets 2020: $166,789Liabilities 2020: $02020Assets 2021: $202,540Net Assets 2021: $202,5402021Assets 2022: $188,235Net Assets 2022: $188,2352022Assets 2023: $231,919Liabilities 2023: $0Net Assets 2023: $231,9192023Assets 2024: $174,065Liabilities 2024: $0Net Assets 2024: $174,0652024Assets 2025: $164,336Liabilities 2025: $0Net Assets 2025: $164,3362025

Highlighted filing

2025

Assets$164,336
Liabilities$0
Net Assets$164,336

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $74,771Expenses 2015: $64,976Net Income 2015: $9,7952015Revenue 2016: $83,458Expenses 2016: $107,845Net Income 2016: -$24,3872016Revenue 2017: $81,171Expenses 2017: $64,811Net Income 2017: $16,3602017Revenue 2018: $148,588Expenses 2018: $132,159Net Income 2018: $16,4292018Revenue 2019: $150,203Expenses 2019: $120,915Net Income 2019: $29,2882019Revenue 2020: $118,311Expenses 2020: $105,304Net Income 2020: $13,0072020Revenue 2021: $131,685Expenses 2021: $95,934Net Income 2021: $35,7512021Revenue 2022: $119,204Expenses 2022: $133,509Net Income 2022: -$14,3052022Revenue 2023: $162,998Expenses 2023: $119,317Net Income 2023: $43,6812023Revenue 2024: $143,173Expenses 2024: $201,027Net Income 2024: -$57,8542024Revenue 2025: $30,713Expenses 2025: $40,442Net Income 2025: -$9,7292025

Highlighted filing

2025

Revenue$30,713
Expenses$40,442
Net Income-$9,729

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$30,713
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA ANDERSONPresident-$0--
VALERIE LADDVP Finance-$0--
PHIL ELHAIVP Education-$0--
TONY MARTINEZVP Special Projects-$0--
PARIZAD SETHNAVP Member Services-$0--
KATE LOIN-BARRENVP Programs-$0--
KEVIN MANNINGDirector Of Marketing-$0--
ELIZABETH WARRENSymposium Chair-$0--
PAM SCRIVNERAdmin Chair-$0--
Filing and Contact Details

Filer

Filer Name
American Production & Inventory
EIN
95-3707427
Phone
9096303943
Address
2058 N MILLS 532, CLAREMONT, CA 91711

Signing Officer

Name
Lisa Anderson
Title
President
Phone
9096303943
Signed
2025-10-31
Discuss with paid preparer
Yes

Preparer

Firm
BURNS & JOHNSTON CPA'S AND BUSINESS
Address
9620 CENTER AVE 160, RANCHO CUCAMONGA, CA 91730
Preparer
Timothy J Burns
Phone
9099442959
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: cal poly pomona. Purpose of payment: scholarship. Amount of payment: 1,000.

Form 990-ez, Part I, Line 16 - Other Expenses

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.

Raw XML Appendix148 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLAREMONT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP SPECIAL PROJECTS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP PROGRAMS
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IRS990EZ/WebsiteAddressTxt0WWW.APICS-IE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: CAL POLY POMONA. PURPOSE OF PAYMENT: SCHOLARSHIP. AMOUNT OF PAYMENT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: 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.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09096303943
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN PRODUCTION & INVENTORY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CONTROL SOCIETY #112
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0953707427
ReturnHeader/Filer/PhoneNum09096303943
ReturnHeader/Filer/USAddress/AddressLine1Txt02058 N MILLS 532
ReturnHeader/Filer/USAddress/CityNm0CLAREMONT
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ReturnHeader/Filer/USAddress/ZIPCd091711
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271586089
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURNS & JOHNSTON CPA'S AND BUSINESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09620 CENTER AVE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091730
ReturnHeader/PreparerPersonGrp/PhoneNum09099442959
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J BURNS
ReturnHeader/ReturnTs02025-10-31T15:19:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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