INSTITUTE FOR SUPPLY MANAGEMENT INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR SUPPLY MANAGEMENT INC (EIN 13-5265940)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-07-08
- IRS object ID
- 201921899349300042
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-08T12:25:49-05:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860271207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMIDT WESTERGARD & COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 WEST UNIVERSITY DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852015830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135265940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR SUPPLY MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 4807526276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 W ELLIOT ROAD SUITE 113 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852841556 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS DERRY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4807526276 | PhoneNum |
| Signature | 2019-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY M WHITE | PreparerPersonNm |
| PTIN | P00622256 | PTIN |
| Phone | 4808346030 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.27.213.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-06 | IPDt |
| IP Tm | 09:14:53 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2549AE6D03E5DD4D6E5C26BDB3865E2E9EAE24D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AABCA7D4A69FE23C4645447E4DBAE51B3FD989F2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS DERRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 W ELLIOT ROAD SUITE 113 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852841556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,159,265 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INSTITUTEFORSUPPLYMANAGEMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1915 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | WE ADVANCE THE PRACTICE OF SUPPLY MANAGEMENT TO DRIVE VALUE AND COMPETITIVE ADVANTAGE, AND CONTRIBUTE TO A PROSPEROUS, SUSTAINABLE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Total Volunteers | 846 | TotalVolunteersCnt |
| Total Gross UBI | $321,737 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,005,082 | PYContributionsGrantsAmt |
| CY Contributions Grants | $61,722 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,081,647 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,139,516 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,499,995 | PYInvestmentIncomeAmt |
| CY Investment Income | $318,521 | CYInvestmentIncomeAmt |
| PY Other Revenue | $828,196 | PYOtherRevenueAmt |
| CY Other Revenue | $1,810,287 | CYOtherRevenueAmt |
| PY Total Revenue | $17,414,920 | PYTotalRevenueAmt |
| CY Total Revenue | $16,330,046 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $115,210 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $116,700 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,773,071 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,735,964 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,955,919 | PYOtherExpensesAmt |
| CY Other Expenses | $7,773,409 | CYOtherExpensesAmt |
| PY Total Expenses | $14,844,200 | PYTotalExpensesAmt |
| CY Total Expenses | $15,626,073 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,570,720 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $703,973 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,014,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,304,868 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,329,904 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,789,939 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,684,997 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,514,929 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ADVANCE THE PRACTICE OF SUPPLY MANAGEMENT TO DRIVE VALUE AND COMPETITIVE ADVANTAGE, AND CONTRIBUTE TO A PROSPEROUS, SUSTAINABLE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,741,429 | ExpenseAmt |
| Grant | $116,700 | GrantAmt |
| Revenue | $4,045,324 | RevenueAmt |
| Desc | CONFERENCES: ISM HOLDS THE INSTITUTE FOR SUPPLY MANAGEMENT ANNUAL CONFERENCE AND EDUCATIONAL EXHIBIT WITH MORE THAN 2,500 SUPPLY MANAGEMENT PROFESSIONALS AND SERVICE PROVIDERS IN ATTENDANCE. THIS THREE DAY EVENT OFFERS EDUCATION, NETWORKING AND AN EXHIBIT HALL. OTHER ISM CONFERENCES INCLUDE THE INDIRECT CONFERENCE, UPMG CONFERENCE AND IMPACT CONFERENCE. THESE SMALLER NICHE EVENTS FOCUS ON SPECIALTY TOPICS AND/OR INDUSTRIES AND ATTRACT HUNDREDS OF SUPPLY MANAGEMENT PROFESSIONALS TO THESE EVENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,912,867 | ExpenseAmt |
| Revenue | $1,776,636 | RevenueAmt |
| Desc | ISM'S CAPS RESEARCH, AFFILIATED WITH THE ARIZONA STATE UNIVERSITY'S W.P. CAREY SCHOOL OF BUSINESS, HAS THE MISSION TO EMPOWER SUPPLY MANAGEMENT PROFESSIONALS WITH PROFOUND DISCOVERY, POWERFUL CONNECTIONS, AND CLEAR FORESIGHT. CAPS RESEARCH PUBLISHES SPECIFIC STUDIES, INCLUDING BENCHMARKING REPORTS, CRITICAL ISSUES, AND RESEARCH PUBLICATIONS. IN ADDITION, CAPS HOSTS THE DOMESTIC AND INTERNATIONAL EXECUTIVE ROUNDTABLES, CRITICAL ISSUE EXCHANGE, AND RESEARCH PIPELINE EVENTS THROUGHOUT THE YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,815,132 | ExpenseAmt |
| Revenue | $843,606 | RevenueAmt |
| Desc | EDUCATIONAL PRODUCTS: ISM PROVIDES VARIOUS EDUCATIONAL PRODUCTS TO IMPROVE INDIVIDUAL AND ORGANIZATIONAL PROFESSIONAL DEVELOPMENT, TRAINING, AND STRATEGIC SUPPLY MANAGEMENT KNOWLEDGE. THESE PRODUCTS PREPARE INDIVIDUALS FOR THEIR CAREER PROGRESSION, ORGANIZATIONAL TRAINING AND PROVIDE THE CORRESPONDING KNOWLEDGE BASE AND UPSKILLING REQUIRED FOR CERTIFICATION AS A CERTIFIED PROFESSIONAL IN SUPPLY MANAGEMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,879,327 | ExpenseAmt |
| Revenue | $7,899,944 | RevenueAmt |
| Desc | CERTIFICATION PROGRAM; EDUCATIONAL SUPPORT, DEVELOPMENT AND PRODUCTS; NATIONAL GROUPS/FORUMS; SEMINARS; CORPORATE PROGRAMS; VOLUNTEER AND ASSOCIATION GOVERNANCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,879,327 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $7,899,944 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,348,755 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 80 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 75 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBBIE FOGEL-MONNISSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4807526276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 W ELLIOT ROAD SUITE 113 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85284 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CRAIG REED | ||||||||
| DIRECTOR/CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMILLE BATISTE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE CHANG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NORBERT DEAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS W DERRY | ||||||||
| CEO | 40.00 | Yes (X) | $636,658 | $0 | $73,265 | Yes (X) | ||
| BEVERLY GASKIN | ||||||||
| DIRECTOR (TERM END 8/31/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NIK HIREMATH | ||||||||
| DIRECTOR (TERM END 8/31/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER LEDGER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD LEVY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HANS MELOTTE | ||||||||
| DIRECTOR (TERM END 8/31/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTOPHER PINNOW | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STACEY TAYLOR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHAE-UNG UM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE FOGEL-MONNISSEN | ||||||||
| CFO | 40.00 | $206,813 | $0 | $28,609 | Yes (X) | |||
| NORA P NEIBERGALL | ||||||||
| SR VP/SECRETARY | 40.00 | $214,194 | $0 | $34,597 | Yes (X) | |||
| JIM BARNES | ||||||||
| EXECUTIVE VICE PRESIDENT - ISM SERVICES | 40.00 | $228,369 | $0 | $38,930 | Yes (X) | |||
| DEBORAH STANTON | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $277,821 | $0 | $45,822 | Yes (X) | |||
| ML PECK | ||||||||
| SR VP PRODUCT & MARKETING | 40.00 | $211,937 | $0 | $33,245 | Yes (X) | |||
| LANE BURKITT | ||||||||
| DIRECTOR TRAINING | 40.00 | $173,703 | $0 | $29,907 | Yes (X) | |||
| CANDICE CRAIG | ||||||||
| PROGRAM MANAGER, SALES | 40.00 | $107,627 | $0 | $20,431 | Yes (X) | |||
| ROB DOBOS | ||||||||
| DIRECTOR IT | 40.00 | $118,593 | $0 | $22,757 | Yes (X) | |||
| KELLY RICH | ||||||||
| COORDINATOR SALES | 40.00 | $110,014 | $0 | $21,481 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,285,729 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $349,044 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GAYLORD OPRYLAND | |||||
| 2800 OPRYLAND DR | NASHVILLE | TN | 37214 | CONFERENCE ROOM RENTALS | $697,050 |
| BRIGHTFIND | |||||
| 1010 WAYNE AVE SUITE 800 | SILVER SPRING | MD | 20910 | WEBSITE DESIGN | $466,412 |
| AV CONCEPTS INC | |||||
| 1917 WEST 1ST STREET | TEMPE | AZ | 85281 | AV SERVICES | $364,973 |
| WASHINGTON SPEAKERS BUREAU | |||||
| 1663 PRINCE STREET | ALEXANDRIA | VA | 22314 | SPEAKERS | $219,070 |
| JW MARRIOT DESERT RIDGE RESORT & SPA | |||||
| 5350 E MARRIOTT DRIVE | PHOENIX | AZ | 85054 | CONFERENCE ROOM RENTALS | $185,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $48,181 | FundraisingAmt |
| All Other Contributions | $13,541 | AllOtherContributionsAmt |
| Total Contributions | $61,722 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCES & SPONSORSHIPS | 900099 | $4,045,324 | $4,045,324 |
| MEMBERSHIPS | 900099 | $3,165,799 | $3,165,799 |
| TRAINING | 900099 | $2,606,119 | $2,606,119 |
| CERTIFICATION FEES & EXAMS | 900099 | $1,916,472 | $1,916,472 |
| CAPS RESEARCH | 900099 | $1,776,636 | $1,776,636 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $629,166 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $307,429 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $321,737 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,139,516 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,025 | TotalRevenueColumnAmt |
| Exclusion | $99,025 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,020,150 | TotalRevenueColumnAmt |
| Exclusion | $1,020,150 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $884,821 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $657,840 | SecuritiesAmt |
| Other | $7,485 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $226,981 | SecuritiesAmt |
| Other | -$7,485 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $219,496 | TotalRevenueColumnAmt |
| Exclusion | $219,496 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $68,019 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $48,181 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $68,019 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $843,606 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $95,875 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $747,731 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $747,731 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $42,406 | TotalRevenueColumnAmt |
| Exclusion | $42,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42,406 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,330,046 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,565,510 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $321,737 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,381,077 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,000 | TotalAmt |
| Program Services | $34,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,700 | TotalAmt |
| Program Services | $82,700 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,689,874 | TotalAmt |
| Program Services | $595,283 | ProgramServicesAmt |
| Management And General | $1,094,591 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,439,632 | TotalAmt |
| Program Services | $2,770,485 | ProgramServicesAmt |
| Management And General | $1,669,147 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,536 | TotalAmt |
| Program Services | $233,268 | ProgramServicesAmt |
| Management And General | $233,268 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,807 | TotalAmt |
| Program Services | $323,071 | ProgramServicesAmt |
| Management And General | $71,736 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,115 | TotalAmt |
| Program Services | $372,986 | ProgramServicesAmt |
| Management And General | $372,129 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,146 | TotalAmt |
| Program Services | $92,037 | ProgramServicesAmt |
| Management And General | $93,109 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,116 | TotalAmt |
| Management And General | $119,116 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,905 | TotalAmt |
| Management And General | $60,905 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,717,783 | TotalAmt |
| Program Services | $1,532,036 | ProgramServicesAmt |
| Management And General | $185,747 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,329 | TotalAmt |
| Program Services | $76,405 | ProgramServicesAmt |
| Management And General | $6,924 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,141 | TotalAmt |
| Program Services | $61,813 | ProgramServicesAmt |
| Management And General | $25,328 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,092 | TotalAmt |
| Program Services | $224,093 | ProgramServicesAmt |
| Management And General | $282,999 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,556 | TotalAmt |
| Program Services | $28,556 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,300 | TotalAmt |
| Program Services | $337,260 | ProgramServicesAmt |
| Management And General | $284,040 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,652,606 | TotalAmt |
| Program Services | $1,509,594 | ProgramServicesAmt |
| Management And General | $143,012 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,869 | TotalAmt |
| Program Services | $35,355 | ProgramServicesAmt |
| Management And General | $148,514 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,974 | TotalAmt |
| Program Services | $40,008 | ProgramServicesAmt |
| Management And General | $36,966 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRODUCT COSTS | $824,023 | $702,015 | $122,008 |
| EQUIPMENT RENTAL | $494,846 | $433,159 | $61,687 |
| BANK PROCESSING | $266,046 | $861 | $265,185 |
| CERTIFICATION & EXAM | $260,710 | $260,710 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,967 | TotalAmt |
| Program Services | $603,060 | ProgramServicesAmt |
| Management And General | $907 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,626,073 | TotalAmt |
| Program Services | $10,348,755 | ProgramServicesAmt |
| Management And General | $5,277,318 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,065,271 | BOYAmt |
| EOY | $5,703,028 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,452,499 | BOYAmt |
| EOY | $3,176,337 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,077 | BOYAmt |
| EOY | $6,433 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,597 | BOYAmt |
| EOY | $756,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,418,729 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $908,234 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $749,653 | BOYAmt |
| EOY | $510,495 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,060,808 | BOYAmt |
| EOY | $4,780,118 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,082,323 | BOYAmt |
| EOY | $962,210 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $306,103 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,673 | BOYAmt |
| EOY | $103,661 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,014,901 | BOYAmt |
| EOY | $16,304,868 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,584 | BOYAmt |
| EOY | $1,121,124 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,500 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,385,320 | BOYAmt |
| EOY | $3,666,315 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,329,904 | BOYAmt |
| EOY | $4,789,939 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,934,101 | BOYAmt |
| EOY | $10,709,193 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,896 | BOYAmt |
| EOY | $805,736 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,684,997 | BOYAmt |
| EOY | $11,514,929 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,014,901 | BOYAmt |
| EOY | $16,304,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $703,973 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $125,959 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,248,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,432,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,224,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,005,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,722 | CurrentTaxYearAmt |
| Total | $15,972,730 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,777,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,985,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,902,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,009,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,661,385 | CurrentTaxYearAmt |
| Total | $57,335,847 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,025,515 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,418,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,126,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,014,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,723,107 | CurrentTaxYearAmt |
| Total | $73,308,577 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $73,308,577 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,119,175 | CurrentTaxYearAmt |
| Total | $1,193,403 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $196,141 | CurrentTaxYearAmt |
| Total | $196,141 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $74,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,315,316 | CurrentTaxYearAmt |
| Total | $1,389,544 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,025,624 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,418,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,126,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,088,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,038,423 | CurrentTaxYearAmt |
| Total | $74,698,121 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98140 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99900 | PublicSupportPY509Pct |
| Investment Income CY | 0.01860 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00100 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,765 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,300 | DepreciationAmt |
| Book Value | $43,465 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $439,738 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,301 | DepreciationAmt |
| Book Value | $335,437 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $928,226 | OtherCostOrOtherBasisAmt |
| Depreciation | $796,633 | DepreciationAmt |
| Book Value | $131,593 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $510,495 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,000 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHALKSTREAM INVESTMENT FUND | Desc |
| Book Value | $961,210 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $962,210 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE INSTITUTE HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE (IRS) NOT TO BE A PRIVATE FOUNDATION. HOWEVER, THE INSTITUTE IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME, AS DEFINED BY THE IRS. AT AUGUST 31, 2018, THE INSTITUTE HAD NO NET TAXABLE UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE INSTITUTE ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FINANCIAL ACCOUNTING STANDARDS BOARD (FASB), ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740-10), WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE INSTITUTE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THE INSTITUTE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE INSTITUTE FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND VARIOUS STATE JURISDICTIONS. GENERALLY, THE INSTITUTE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2015. THE INSTITUTE IS SUBJECT TO A CALCULATION FOR UNRELATED BUSINESS INCOME TAX ON ITS COLLECTION OF NET ADVERTISING INCOME. AT AUGUST 31, 2018, THE INSTITUTE HAD NET FEDERAL LOSS CARRYFORWARDS TOTALING APPROXIMATELY $1,976,000 AND NET STATE LOSS CARRYFORWARDS TOTALING APPROXIMATELY $254,000. THE NET LOSSES HAVE OCCURRED AS A RESULT OF DIRECT ADVERTISING COSTS EXCEEDING ADVERTISING INCOME. THE INSTITUTE IS ALLOWED TO CARRYFORWARD THESE LOSSES TO OFFSET FUTURE UNRELATED BUSINESS INCOME TAXES. THE DEFERRED TAX ASSET HAS BEEN REDUCED TO $0 BY A VALUATION ALLOWANCE BECAUSE MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE NET OPERATING LOSSES WILL NOT BE UTILIZED BEFORE THEY EXPIRE. THE LOSS CARRYFORWARDS BEGIN TO EXPIRE IN AUGUST 2025 FOR FEDERAL AND STATE INCOME TAX PURPOSES. FOR STATE INCOME TAX PURPOSES, LOSSES GENERATED BEFORE JANUARY 1, 2012 ARE LIMITED TO A FIVE YEAR CARRYFORWARD. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RICHTER SCHOLARSHIP EVENT | Event1Nm |
| Gross Receipts Event1 | $116,200 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $48,181 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $68,019 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $30,630 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $37,389 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $116,200 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $48,181 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $68,019 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $30,630 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $37,389 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $68,019 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 120 ALBANY STREET | NEW BRUNSWICK | NJ | 08901 | 237318742 | 501(C)(3) | $25,000 | SCHOLARSHIPS |
| LA RABIDA CHILDERN'S HOSPITAL | |||||||
| 6501 SOUTH PROMONTORY DRIVE | CHICAGO | IL | 60649 | 362170143 | 501(C)(3) | $9,000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 16 | $67,200 |
| AWARDS | 20 | $15,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ISM MONITORS THE USE OF DOCTORAL GRANTS IN THE US BY ALLOCATING 50% OF THE GRANT UPON AWARD AND THE REMAINING 50% OF THE GRANT UPON COMPLETION OF THE GRANTEES DOCTORATE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS W DERRY | ||||||||||||||
| CEO | $547,451 | $0 | $87,544 | $0 | $1,663 | $0 | $0 | $0 | $73,265 | $0 | $709,923 | $0 | $0 | $0 |
| DEBBIE FOGEL-MONNISSEN | ||||||||||||||
| CFO | $184,831 | $0 | $21,000 | $0 | $982 | $0 | $0 | $0 | $28,609 | $0 | $235,422 | $0 | $0 | $0 |
| NORA P NEIBERGALL | ||||||||||||||
| SR VP/SECRETARY | $187,905 | $0 | $25,000 | $0 | $1,289 | $0 | $0 | $0 | $34,597 | $0 | $248,791 | $0 | $0 | $0 |
| JIM BARNES | ||||||||||||||
| EXECUTIVE VICE PRESIDENT - ISM SERVI | $197,009 | $0 | $30,000 | $0 | $1,360 | $0 | $0 | $0 | $38,930 | $0 | $267,299 | $0 | $0 | $0 |
| DEBORAH STANTON | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $228,059 | $0 | $48,328 | $0 | $1,434 | $0 | $0 | $0 | $45,822 | $0 | $323,643 | $0 | $0 | $0 |
| ML PECK | ||||||||||||||
| SR VP PRODUCT & MARKETING | $172,646 | $0 | $38,042 | $0 | $1,249 | $0 | $0 | $0 | $33,245 | $0 | $245,182 | $0 | $0 | $0 |
| LANE BURKITT | ||||||||||||||
| DIRECTOR TRAINING | $135,495 | $0 | $37,000 | $0 | $1,208 | $0 | $0 | $0 | $29,907 | $0 | $203,610 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL IS NOT TREATED AS COMPENSATION. |
| PART I, LINE 7 | BONUSES ARE PAID TO TOM DERRY AS DECIDED BY A COMPENSATION COMMITTEE. BONUSES ARE PAID TO OTHERS BASED ON HUMAN RESOURCES RECOMMENDATION AND THE CEO'S APPROVAL. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE CLASSES OF MEMBERS WITH THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY OR APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY ARE REGULAR MEMBERS. REGULAR MEMBERS ARE BROKEN INTO TWO CLASSES; PROFESSIONAL AND PROFESSIONAL+. PROFESSIONAL MEMBERS ARE MEMBERS OF THE NATIONAL ORGANIZATION; PROFESSIONAL+ MEMBERS ARE MEMBERS OF A LOCAL AFFILATE AND THE NATIONAL ORGANZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | REGULAR MEMBERS MAY ELECT MEMBERS OF THE GOVERNING BODY. THE NATURE OF THEIR VOTING RIGHTS IS DEFINED IN THE ORGANIZATION'S BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | REGULAR MEMBERS MUST APPROVE THE ELECTION OF THE GOVERNING BODY AND ANY CHANGES TO THE ORGANIZATION'S BYLAWS. THE NATURE OF THEIR VOTING RIGHTS IS DEFINED IN THE ORGANIZATION'S BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S CONTROLLER, CFO, CEO AND BOARD OF DIRECTORS REVIEW THE RETURN BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND EXECUTIVES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT/DISCLOSURE EVERY YEAR AND IS REVIEWED PERIODICALLY FOR COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO'S CONTRACT IS REVIEWED BY THE BOARD'S COMPENSATION COMMITTEE USING COMPARABILITY DATA. THE REVIEW, DISCUSSION, AND DECISION ARE RECORDED. ALL OTHER POSITIONS WITH THE COMPANY ARE BENCHMARKED EVERY 3 YEARS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ISM'S GOVERNING DOCUMENTS ARE AVAILABLE ONLINE AT WWW.INSTITUTEFORSUPPLYMANAGEMENT.ORG OR BY REQUEST. THE ORGANIZATION'S FINANCIALS, FORM 990 AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,532,036. MANAGEMENT AND GENERAL EXPENSES 185,747. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,717,783. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ISM SERVICES INC | ||||||||||||||
| 309 W ELLIOT ROAD STE 113 | TEMPE | AZ | 85284 | 383857397 | SUPPLY CHAIN MANAGEMENT CONSULTING | AZ | INSTITUTE FOR SUPPLY MANAGEMENT | C | 1.00000 | 0 | ||||
| ISM SUPPLY CHAIN CONSULTING (SHANGHAI) CO INC | ||||||||||||||
| SUPPLY CHAIN MANAGEMENT CONSULTING | ISM SERVICES INC | C | 1.00000 | 0 | 315C FL 3 971 DONG FANG RD FREE T | SHANGHAI | CH | CH | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISM SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $2,393,258 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |