ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC (EIN 36-6066976)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201943189349310814
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T15:14:33-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366066976 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APICS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | APIC | BusinessNameControlTxt |
| Phone | 7738671777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8430 W BRYN MAWR AVENUE NO 1000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60631 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY ZETTEK | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7738671777 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LU ANN TRAPP | PreparerPersonNm |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.14.247.75 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 13:32:09 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BC3C601473DBFA21F2EC98090FDE5B85B06AE70F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APICS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY ZETTEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8430 W BRYN MAWR AVENUE NO 1000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,018,036 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.APICS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | APICS BUILDS KNOWLEDGE AND SKILLS IN OPERATIONS AND SUPPLY CHAIN PROFESSIONALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 113 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $218,494 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $118,628 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $302,720 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,440,539 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,395,763 | CYProgramServiceRevenueAmt |
| PY Investment Income | $948,852 | PYInvestmentIncomeAmt |
| CY Investment Income | $480,366 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,548,140 | PYOtherRevenueAmt |
| CY Other Revenue | $9,405,863 | CYOtherRevenueAmt |
| PY Total Revenue | $26,937,531 | PYTotalRevenueAmt |
| CY Total Revenue | $29,584,712 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,505,113 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,095,891 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,102,764 | PYOtherExpensesAmt |
| CY Other Expenses | $14,876,522 | CYOtherExpensesAmt |
| PY Total Expenses | $25,607,877 | PYTotalExpensesAmt |
| CY Total Expenses | $27,972,413 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,329,654 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,612,299 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,828,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,269,169 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,478,708 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,619,257 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,350,213 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,649,912 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO DEVELOP AND PROVIDE FRAMEWORKS, IMPROVEMENT METHODOLOGY, TRAINING, CERTIFICATION AND BENCHMARKING TOOLS TO FACILITATE IMPROVEMENTS IN THE SUPPLY CHAIN PERFORMANCE INDUSTRY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE TO OVER 46,000 MEMBERS: CONFERENCES, WORKSHOPS, PUBLICATIONS, CERTIFICATIONS AND CONTINUING EDUCATION FOR DISCIPLINE WITHIN THE SUPPLY CHAIN FIELD. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 126 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 113 | 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 | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF ZETTEK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7738671793 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8430 W BRYN MAWR AVENUE NO 1000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60631 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KEITH CONNOLLY | ||||||||
| CHAIR-ELECT | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SCOTT EHRSAM | ||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTONIO GALVAO | ||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK HOLMES | ||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD HOUSEHOLDER | ||||||||
| CHAIR | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RADHA KRISHNA | ||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELYN LINDSEY | ||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL PITTMAN | ||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARI RUELAS | ||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WASSON | ||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE YARUSAVAGE | ||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GINNY YOUNGBLOOD | ||||||||
| TREASURE- SECRETARY | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ABE ESHKENAZI | ||||||||
| CEO | 38.00 | 2.00 | Yes (X) | $778,387 | $0 | $51,275 | ||
| JEFF ZETTEK | ||||||||
| CFO & EVP | 38.00 | 2.00 | Yes (X) | $340,450 | $0 | $56,911 | ||
| DEAN MARTINEZ | ||||||||
| COO & EVP | 38.00 | 2.00 | Yes (X) | $351,790 | $0 | $54,258 | ||
| PETER BOLSTORFF | ||||||||
| EVP CORPORATE DEVELOPMENT | 40.00 | $293,803 | $0 | $40,971 | Yes (X) | |||
| LISA SALLSTROM | ||||||||
| VP | 40.00 | $236,024 | $0 | $25,863 | Yes (X) | |||
| JAMES LAHEY | ||||||||
| VP | 40.00 | $224,256 | $0 | $44,100 | Yes (X) | |||
| GINA DECIANI | ||||||||
| HR DIRECTOR | 40.00 | $169,327 | $0 | $21,219 | Yes (X) | |||
| MICHAEL OGLE | ||||||||
| DIRECTOR-ACADEMIC | 40.00 | $165,670 | $0 | $18,412 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,559,707 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $313,009 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | 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 | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| PEARSON VUE | ||||||||||
| 2711 CENTERVILLE ROAD | WILMINGTON | DE | 19808 | CERTIFICATION TESTING SERVICES | $1,788,087 | |||||
| FOX VALLEY TECHNICAL | ||||||||||
| PO BOX 2277 | APPLETON | WI | 54912 | ONLINE CLASS VENDOR | $490,764 | |||||
| BLUE BOLT | ||||||||||
| 415 N LASALLE DRIVE | CHICAGO | IL | 60654 | IT/ WEBSITE SERVICES | $416,350 | |||||
| GILMORE GLOBAL | ||||||||||
| FULFILLMENT SERVICES | $346,007 | 120 HERZBERG ROAD | KANATA | ONTARIO | CA | K2K 3B7 | ||||
| SCHROEDER MEASUREMENT | ||||||||||
| 25400 US HWY 19 | CLEARWATER | FL | 33763 | CERTIFICATION SERVICES | $235,626 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $302,720 | AllOtherContributionsAmt |
| Total Contributions | $302,720 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CERTIFICATION | 900099 | $8,812,468 | $8,812,468 | |
| MEMBERSHIP DUES | 900099 | $5,359,544 | $5,359,544 | |
| PROGRAM FEES | 900099 | $2,373,657 | $2,280,163 | $93,494 |
| CONFERENCE | 900099 | $2,320,606 | $2,320,606 | |
| EXHIBIT INCOME | 900099 | $318,800 | $318,800 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,688 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,688 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $125,000 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,395,763 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $432,731 | TotalRevenueColumnAmt |
| Exclusion | $432,731 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,718,444 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,670,809 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,635 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,635 | TotalRevenueColumnAmt |
| Exclusion | $47,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $14,835,605 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,762,515 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,073,090 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,073,090 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $332,773 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $332,773 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $332,773 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,584,712 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,583,132 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $218,494 | UnrelatedBusinessRevenueAmt |
| Exclusion | $480,366 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,633,071 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,124,007 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,397 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,221,987 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,429 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,098 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,500 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,225 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,542,443 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,131,233 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,323,246 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,097,240 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,090 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,114,094 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,019 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $870,271 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,489 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CERTIFICATION TESTS | $1,500,460 |
| BANK FEES | $403,248 |
| TEMPORARY HELP | $363,114 |
| UBI TAXES | $38,152 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,600 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,972,413 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,794,941 | BOYAmt |
| EOY | $5,801,173 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,069,766 | BOYAmt |
| EOY | $3,419,388 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,879 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,056 | BOYAmt |
| EOY | $379,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,699,496 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,135,113 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,232,445 | BOYAmt |
| EOY | $2,564,383 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,483,328 | BOYAmt |
| EOY | $12,703,788 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,482,000 | BOYAmt |
| EOY | $3,482,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,437,506 | BOYAmt |
| EOY | $2,918,955 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,828,921 | BOYAmt |
| EOY | $31,269,169 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,819,706 | BOYAmt |
| EOY | $4,098,430 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,946,021 | BOYAmt |
| EOY | $6,889,473 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $712,981 | BOYAmt |
| EOY | $631,354 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,478,708 | BOYAmt |
| EOY | $13,619,257 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,322,697 | BOYAmt |
| EOY | $17,622,396 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,516 | BOYAmt |
| EOY | $6,516 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,000 | BOYAmt |
| EOY | $21,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,350,213 | BOYAmt |
| EOY | $17,649,912 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,828,921 | BOYAmt |
| EOY | $31,269,169 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,612,299 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,312,600 | 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 B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,477 | BeginningYearBalanceAmt |
| End Year Balance | $25,477 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,477 | BeginningYearBalanceAmt |
| End Year Balance | $25,477 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,477 | BeginningYearBalanceAmt |
| End Year Balance | $25,477 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,477 | BeginningYearBalanceAmt |
| End Year Balance | $25,477 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,477 | BeginningYearBalanceAmt |
| End Year Balance | $25,477 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.82430 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17570 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,901,454 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,205,660 | DepreciationAmt |
| Book Value | $695,794 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,088,390 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,783,211 | DepreciationAmt |
| Book Value | $305,179 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,709,652 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,146,242 | DepreciationAmt |
| Book Value | $1,563,410 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,564,383 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM APICS SUPPLY CHAIN COUNCIL, INC. | Desc |
| Book Value | $2,918,955 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,918,955 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $631,354 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $631,354 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,514,563 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,312,600 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,242,451 | OtherRevenueAmt |
| Revenue Not Reported | $4,929,851 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,584,712 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,584,712 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,696,468 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $6,724,055 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $6,724,055 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,972,413 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,972,413 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ASSOCIATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED TO HELP SUPPORT THE ASSOCIATION'S SCHOLARSHIP PROGRAM. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES IS INCLUDED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS, AS THE ASSOCIATION HAD NO SIGNIFICANT TAXABLE UNRELATED BUSINESS INCOME. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE REPORTED ON APICS SUPPLY CHAIN COUNCIL, INC 479,936. COST OF PUBLICATIONS SOLD 5,762,515. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES REPORTED ON APICS SUPPLY CHAIN COUNCIL, INC 961,540. COST OF PUBLICATIONS SOLD 5,762,515. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | CERTIFICATION TESTING | $11,145 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 1 | PROGRAM SERVICES | CERTIFICATION TESTING | $226,236 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | CERTIFICATION TESTING | $305,314 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | PROGRAM SERVICES | CERTIFICATION TESTING | $59,797 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 1 | PROGRAM SERVICES | CERTIFICATION TESTING | $30,325 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 0 | PROGRAM SERVICES | CERTIFICATION TESTING | $8,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $641,772 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $641,772 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABE ESHKENAZI | ||||||||||||||
| CEO | $523,387 | $0 | $255,000 | $0 | $0 | $0 | $25,750 | $0 | $25,525 | $0 | $829,662 | $0 | $0 | $0 |
| JEFF ZETTEK | ||||||||||||||
| CFO & EVP | $281,325 | $0 | $59,125 | $0 | $0 | $0 | $25,750 | $0 | $31,161 | $0 | $397,361 | $0 | $0 | $0 |
| DEAN MARTINEZ | ||||||||||||||
| COO & EVP | $291,590 | $0 | $60,200 | $0 | $0 | $0 | $23,039 | $0 | $31,219 | $0 | $406,048 | $0 | $0 | $0 |
| PETER BOLSTORFF | ||||||||||||||
| EVP CORPORATE DEVELOPMENT | $251,726 | $0 | $42,077 | $0 | $0 | $0 | $24,900 | $0 | $16,071 | $0 | $334,774 | $0 | $0 | $0 |
| LISA SALLSTROM | ||||||||||||||
| VP | $208,024 | $0 | $28,000 | $0 | $0 | $0 | $22,885 | $0 | $2,978 | $0 | $261,887 | $0 | $0 | $0 |
| JAMES LAHEY | ||||||||||||||
| VP | $196,956 | $0 | $27,300 | $0 | $0 | $0 | $23,185 | $0 | $20,915 | $0 | $268,356 | $0 | $0 | $0 |
| GINA DECIANI | ||||||||||||||
| HR DIRECTOR | $154,627 | $0 | $14,700 | $0 | $0 | $0 | $10,293 | $0 | $10,926 | $0 | $190,546 | $0 | $0 | $0 |
| MICHAEL OGLE | ||||||||||||||
| DIRECTOR-ACADEMIC | $153,863 | $0 | $11,807 | $0 | $0 | $0 | $7,523 | $0 | $10,889 | $0 | $184,082 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | PER THE BOARD OPERATING PROCEDURES MANUAL, BOARD MEMBERS ARE ALLOWED TO BRING A SPOUSE OR COMPANION TO CERTAIN APPROVED MEETINGS OR CONFERENCES. THIS BENEFIT IS CONSIDERED A TAXABLE FRINGE BENEFIT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | YES, THE ORGANIZATION HAS MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | DUTY TO DISCLOSE AND RECUSE FROM DISCUSSION AND VOTE: ANY INTERESTED PERSON WITH DECISION-MAKING AUTHORITY HAS A DUTY TO DISCLOSE THE EXISTENCE OF A POTENTIAL CONFLICT OF INTEREST IN ANY PROPOSED TRANSACTION OR ARRANGEMENT UNDER CONSIDERATION. AFTER DISCLOSURE OF THE INTEREST AND ALL MATERIAL FACTS RELATED THERETO BY THE INTERESTED PERSON, INCLUDING ANY INITIAL QUESTIONING BY THE INDEPENDENT INDIVIDUALS ON THE BOARD OR COMMITTEE, THE INTERESTED PERSON WITH THE CONFLICT OF INTEREST SHALL RECUSE HIMSELF OR HERSELF AND IS NOT PERMITTED TO PARTICIPATE IN ANY DISCUSSION OR VOTE, ON THE TRANSACTION OR ARRANGEMENT. INVESTIGATION AND DUE DILIGENCE ANALYSIS. APICS HAS A DUTY TO INVESTIGATE ALTERNATIVES TO ANY PROPOSED TRANSACTION OR ARRANGEMENTS INVOLVING INTERESTED PERSONS TO DETERMINE WHETHER THE PROPOSED ACTION IS IN THE BEST INTEREST OF APICS. IF APPROPRIATE, THE CHAIRPERSON MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO PERFORM THIS INVESTIGATION. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER APICS CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. DECISION-MAKING PROCESS: IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN APICS'S BEST INTEREST AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO APICS, AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. CONTEMPORANEOUS REPORTING: THE ACTS TAKEN TO COMPLY WITH THIS POLICY, INCLUDING THE DISCLOSURE OF THE CONFLICT OF INTEREST, INVESTIGATION THEREAFTER, EXPLANATION OF THE DECISION-MAKING PROCESS, INCLUDING THE EXPLANATION OF WHY THE PROPOSED ACTION IS OR IS NOT IN THE BEST INTEREST OF APICS, AND THE INDIVIDUALS VOTING ON THE PROPOSED TRANSACTION, SHALL BE CONTEMPORANEOUSLY RECORDED IN WRITING BY APICS IN THE MINUTES OF THE MEETING, TOGETHER WITH ANY COMPARABILITY DATA OR OTHER SUPPORTING DOCUMENTATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO COMPENSATION COMMITTEE SHALL BE A COMMITTEE WITH CORPORATE AUTHORITY RESPONSIBLE FOR ESTABLISHING COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND COMMUNICATING THE PERFORMANCE EVALUATION RESULTS TO THE CHIEF EXECUTIVE OFFICER. THE CEO COMPENSATION COMMITTEE SHALL MEET AT LEAST TWICE A YEAR: ONCE TO REVIEW THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE AND ESTABLISH THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER; AND ONCE TO COMMUNICATE THE PERFORMANCE EVALUATION RESULTS TO THE CHIEF EXECUTIVE OFFICER. THE CEO COMPENSATION COMMITTEE SHALL BE COMPOSED OF THE CHAIR OF THE BOARD, CHAIR-ELECT OF THE BOARD, TREASURER-SECRETARY OF THE BOARD, IMMEDIATE PAST CHAIR OF THE BOARD, WHO SHALL SERVE AS CHAIR OF THE COMMITTEE, AND THE PREVIOUS IMMEDIATE PAST CHAIR OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE TO BE RECEIVED, THE ORGANIZATION WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR. |
| FORM 990, PART IX, LINE 11G | TRAINING AND INSTRUCTOR FEES 1,424,767. CERTIFICATION 318,885. CUSTOMER SERVICE SUPPORT 187,016. IT CONSULTING SERVICES 287,318. OTHER PROFESSIONAL SERVICES 1,939,292. PRODUCT DEVELOPMENT 129,730. CHANNEL SUPPORT SERVICES 255,435. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APICS SUPPLY CHAIN COUNCIL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8430 W BRYN MAWR AVENUE SUITE 1000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366155750 | EIN |
| Primary Activities | ADVANCING EDUCATION IN THE SUPPLY CHAIN INDUSTRY | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APICS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| APICS SUPPLY CHAIN COUNCIL | ||
| D | $2,918,955 | FAIR MARKET VALUE |
| APICS SUPPLY CHAIN COUNCIL | ||
| O | $261,305 | FAIR MARKET VALUE |