INSTITUTE FOR SUPPLY MANAGEMENT INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR SUPPLY MANAGEMENT INC (EIN 13-5265940)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-13
- IRS object ID
- 201831949349300833
- Schema version
- 2016v3.0
- 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 | 2018-07-13T11:53:40-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH 44TH STREET SUITE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850086586 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | 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 NO 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 | OFFICER | PersonTitleTxt |
| Phone | 4807526276 | PhoneNum |
| Signature | 2018-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BROOKE WILSON | PreparerPersonNm |
| PTIN | P01359686 | PTIN |
| Phone | 6026366000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 NO 113 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852841556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,930,741 | 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 | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 76 | TotalEmployeeCnt |
| Total Volunteers | 887 | TotalVolunteersCnt |
| Total Gross UBI | $91,334 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,224,511 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,005,082 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,065,620 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,081,647 | CYProgramServiceRevenueAmt |
| PY Investment Income | $73,819 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,499,995 | CYInvestmentIncomeAmt |
| PY Other Revenue | $764,005 | PYOtherRevenueAmt |
| CY Other Revenue | $828,196 | CYOtherRevenueAmt |
| PY Total Revenue | $15,127,955 | PYTotalRevenueAmt |
| CY Total Revenue | $17,414,920 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $125,866 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $115,210 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,892,566 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,773,071 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $55,878 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,953,320 | PYOtherExpensesAmt |
| CY Other Expenses | $7,955,919 | CYOtherExpensesAmt |
| PY Total Expenses | $14,971,752 | PYTotalExpensesAmt |
| CY Total Expenses | $14,844,200 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $156,203 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,570,720 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,771,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,014,901 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,130,566 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,329,904 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,641,245 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,684,997 | 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 | $3,456,230 | ExpenseAmt |
| Grant | $115,210 | GrantAmt |
| Revenue | $3,383,922 | 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 | $2,021,938 | ExpenseAmt |
| Revenue | $1,839,817 | 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 | $1,458,768 | ExpenseAmt |
| Revenue | $1,953,997 | RevenueAmt |
| Desc | THE ISM CERTIFICATION PROGRAM WAS ESTABLISHED IN 1972 AND HAS SINCE CERTIFIED OVER 60,000 PROFESSIONALS IN THE FIELD OF PROCUREMENT AND SUPPLY MANAGEMENT. THESE CERTIFICATIONS ARE DEVELOPED TO MEASURE THE KNOWLEDGE, SKILLS AND ABILITIES OF TODAY'S SUPPLY MANAGEMENT PROFESSIONALS. CURRENTLY ISM OFFERS TWO CERTIFICATIONS-THE CERTIFIED PROFESSIONAL IN SUPPLY MANAGEMENT (CPSM ) AND THE CERTIFIED PROFESSIONAL IN SUPPLIER DIVERSITY (CPSD ). ISM CONTINUES TO RECERTIFY HOLDERS OF THE CERTIFIED PURCHASING MANAGER (C.P.M.) AND ACCREDITED PURCHASING PRACTITIONER (A.P.P.), AS WELL. ISM'S CERTIFICATIONS ARE RECOGNIZED AND RESPECTED GLOBALLY WITHIN THE SUPPLY MANAGEMENT PROFESSION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,166,291 | ExpenseAmt |
| Revenue | $3,748,795 | RevenueAmt |
| Desc | 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 | $4,166,291 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,748,795 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $11,103,227 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | 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 | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 76 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | 0 | QuidProQuoContriDisclInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | 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 (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|---|
| CRAIG REED | ||||||||
| DIRECTOR | 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 | |||
| BEVERLY GASKIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NIK HIREMATH | ||||||||
| DIRECTOR | 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 | |||
| STACEY TAYLOR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTOPHER PINNOW | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHAE-UNG UM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS W DERRY | ||||||||
| CEO | 40.00 | Yes (X) | $372,747 | $0 | $49,005 | Yes (X) | ||
| HANS MELOTTE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH STANTON | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $270,051 | $0 | $41,889 | Yes (X) | |||
| ML PECK | ||||||||
| SENIOR VICE PRESIDENT | 40.00 | $173,863 | $0 | $29,658 | Yes (X) | |||
| NORA P NEIBERGALL | ||||||||
| SR VP/SECRETARY | 40.00 | $221,100 | $0 | $29,229 | Yes (X) | |||
| SHERI GEORGE | ||||||||
| VP FINANACE & ACCOUNTING | 40.00 | $130,775 | $0 | $19,072 | Yes (X) | |||
| TONY CONANT | ||||||||
| COO | 40.00 | $211,151 | $0 | $35,821 | Yes (X) | |||
| DEBIE FOGEL-MONNISSEN | ||||||||
| CFO | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| LANE BURKET | ||||||||
| MANAGING DIRECTOR GLOBAL OPERATIONS | 40.00 | $175,641 | $0 | $30,707 | Yes (X) | |||
| JIM BARNES | ||||||||
| EXECUTIVE VICE PRESIDENT - ISM SERVICES | 1.00 | $228,250 | $0 | $37,252 | Yes (X) | 40.00 | ||
| PAUL LEE | ||||||||
| DIRECTOR, ISM RESEARCH & ANALYTICS | 40.00 | $110,583 | $0 | $14,339 | Yes (X) | |||
| ROB DOBOS | ||||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | $119,551 | $0 | $25,530 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,013,712 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $312,502 | 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 |
|---|---|---|---|---|---|
| DISNEY DESTINATIONS LLC | |||||
| PO BOX 10000 | LAKE BUENA VISTA | FL | 328301000 | CONFERENCE ROOM RENTALS | $672,318 |
| MORT CRIM COMMUNICATIONS INC | |||||
| 155 WEST CONGRESS STE 501 | DETROIT | MI | 48226 | PUBLIC RELATIONS | $663,275 |
| WASHINGTON SPEAKERS BUREAU | |||||
| 1663 PRINCE STREET | ALEXANDRIA | VA | 22314 | SPEAKERS | $508,426 |
| TRANSACT COMMERCIAL FURNISHINGS INC | |||||
| 2034 NORTH 3RD STREET STE 100 | PHOENIX | AZ | 85004 | OFFICE FURNISHINGS | $427,525 |
| AV CONCEPTS INC | |||||
| 1917 WEST 1ST STREET | TEMPE | AZ | 85281 | AV SERVICES | $349,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $5,005,082 | MembershipDuesAmt |
| Total Contributions | $5,005,082 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCES | 900099 | $3,383,922 | $3,383,922 |
| CERTIFICATIONS | 900099 | $1,953,997 | $1,953,997 |
| REPORT ON BUSINESS/MARKET RESEARC | 900099 | $847,670 | $847,670 |
| EDUCATIONAL SUPPORT & DEVELOPMENT | 900099 | $815,064 | $815,064 |
| SEMINARS | 900099 | $805,669 | $805,669 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,275,325 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,183,991 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $91,334 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,081,647 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,119 | TotalRevenueColumnAmt |
| Exclusion | $74,119 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $290,193 | SecuritiesAmt |
| Other | $2,551,755 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $276,256 | SecuritiesAmt |
| Other | $139,816 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,937 | SecuritiesAmt |
| Other | $2,411,939 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,425,876 | TotalRevenueColumnAmt |
| Exclusion | $2,425,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $927,945 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $99,749 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $828,196 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $828,196 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,414,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,818,509 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $91,334 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,499,995 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,210 | TotalAmt |
| Program Services | $115,210 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,563,637 | TotalAmt |
| Program Services | $1,017,472 | ProgramServicesAmt |
| Management And General | $546,165 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,155,631 | TotalAmt |
| Program Services | $2,704,105 | ProgramServicesAmt |
| Management And General | $1,451,526 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,369 | TotalAmt |
| Program Services | $334,704 | ProgramServicesAmt |
| Management And General | $179,665 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,797 | TotalAmt |
| Program Services | $151,483 | ProgramServicesAmt |
| Management And General | $81,314 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,637 | TotalAmt |
| Program Services | $199,531 | ProgramServicesAmt |
| Management And General | $107,106 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,658 | TotalAmt |
| Program Services | $288,692 | ProgramServicesAmt |
| Management And General | $154,966 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,795 | TotalAmt |
| Program Services | $41,512 | ProgramServicesAmt |
| Management And General | $22,283 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,890 | TotalAmt |
| Program Services | $16,847 | ProgramServicesAmt |
| Management And General | $9,043 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004,134 | TotalAmt |
| Program Services | $1,004,134 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,095 | TotalAmt |
| Program Services | $681,095 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,151 | TotalAmt |
| Program Services | $44,347 | ProgramServicesAmt |
| Management And General | $23,804 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,980 | TotalAmt |
| Program Services | $160,712 | ProgramServicesAmt |
| Management And General | $86,268 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,530 | TotalAmt |
| Program Services | $34,530 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,799 | TotalAmt |
| Program Services | $619,799 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,672,586 | TotalAmt |
| Program Services | $1,088,366 | ProgramServicesAmt |
| Management And General | $584,220 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,078,257 | TotalAmt |
| Program Services | $1,022,379 | ProgramServicesAmt |
| Fundraising | $55,878 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,972 | TotalAmt |
| Program Services | $135,329 | ProgramServicesAmt |
| Management And General | $72,643 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,259 | TotalAmt |
| Program Services | $64,589 | ProgramServicesAmt |
| Management And General | $34,670 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIPMENT RENTAL | $602,791 | $392,241 | $210,550 |
| EXAM EXPENSES | $432,681 | $432,681 | |
| POSTAGE/SHIPPING | $306,142 | $199,209 | $106,933 |
| PRINTING/PUBLICATIONS | $304,654 | $304,654 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,545 | TotalAmt |
| Program Services | $49,606 | ProgramServicesAmt |
| Management And General | $13,939 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,844,200 | TotalAmt |
| Program Services | $11,103,227 | ProgramServicesAmt |
| Management And General | $3,685,095 | ManagementAndGeneralAmt |
| Fundraising | $55,878 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,052,511 | BOYAmt |
| EOY | $6,065,271 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,125,334 | BOYAmt |
| EOY | $3,452,499 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,584 | BOYAmt |
| EOY | $13,077 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,180 | BOYAmt |
| EOY | $538,597 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,857,385 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,107,732 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,675 | BOYAmt |
| EOY | $749,653 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,821,496 | BOYAmt |
| EOY | $3,060,808 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,076,031 | BOYAmt |
| EOY | $1,082,323 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $52,673 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,771,811 | BOYAmt |
| EOY | $15,014,901 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,132,909 | BOYAmt |
| EOY | $944,584 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,997,657 | BOYAmt |
| EOY | $3,385,320 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,130,566 | BOYAmt |
| EOY | $4,329,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,291,276 | BOYAmt |
| EOY | $9,934,101 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,349,969 | BOYAmt |
| EOY | $750,896 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,641,245 | BOYAmt |
| EOY | $10,684,997 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,771,811 | BOYAmt |
| EOY | $15,014,901 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,570,720 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $317,741 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$844,709 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $3,659,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,248,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,432,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,224,511 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,005,082 | CurrentTaxYearAmt |
| Total | $19,570,778 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,279,364 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,777,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,985,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,902,311 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,009,592 | CurrentTaxYearAmt |
| Total | $52,953,826 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,939,134 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,025,515 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,418,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,126,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,014,674 | CurrentTaxYearAmt |
| Total | $72,524,604 | 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 | $72,524,604 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,119 | CurrentTaxYearAmt |
| Total | $74,278 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $74,119 | CurrentTaxYearAmt |
| Total | $74,278 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,939,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,025,624 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,418,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,126,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,088,793 | CurrentTaxYearAmt |
| Total | $72,598,882 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99900 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00100 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,309 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,715 | DepreciationAmt |
| Book Value | $51,594 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $439,739 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,720 | DepreciationAmt |
| Book Value | $398,019 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,363,337 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,063,297 | DepreciationAmt |
| Book Value | $300,040 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $749,653 | 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 | INVESTMENTS - CHALKSTREAM | Desc |
| Book Value | $1,081,323 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,082,323 | 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 ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FASB 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 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 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 EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THE INSTITUTE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE INSTITUTE FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. 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 2014. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTGERS UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 ALBANY STREET | AddressLine1Txt |
| City | NEW BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237318742 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $25,000 | CashGrantAmt |
| Purpose Of Grant | SCHOLARSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 16 | $36,000 |
| AWARDS | 16 | $10,500 |
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 |
| 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 | $390,000 | $0 | $0 | $0 | -$17,253 | $0 | $40,775 | $0 | $8,230 | $0 | $421,752 | $0 | $0 | $0 |
| DEBORAH STANTON | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $237,689 | $0 | $47,380 | $0 | -$15,018 | $0 | $33,608 | $0 | $8,281 | $0 | $311,940 | $0 | $0 | $0 |
| ML PECK | ||||||||||||||
| SENIOR VICE PRESIDENT | $168,560 | $0 | $15,750 | $0 | -$10,447 | $0 | $21,517 | $0 | $8,141 | $0 | $203,521 | $0 | $0 | $0 |
| NORA P NEIBERGALL | ||||||||||||||
| SR VP/SECRETARY | $204,602 | $0 | $20,250 | $0 | -$3,752 | $0 | $21,058 | $0 | $8,171 | $0 | $250,329 | $0 | $0 | $0 |
| TONY CONANT | ||||||||||||||
| COO | $195,178 | $0 | $36,000 | $0 | -$20,027 | $0 | $27,588 | $0 | $8,233 | $0 | $246,972 | $0 | $0 | $0 |
| LANE BURKET | ||||||||||||||
| MANAGING DIRECTOR GLOBAL OPERATIONS | $162,826 | $0 | $32,883 | $0 | -$20,068 | $0 | $22,610 | $0 | $8,097 | $0 | $206,348 | $0 | $0 | $0 |
| JIM BARNES | ||||||||||||||
| EXECUTIVE VICE PRESIDENT - ISM SERVI | $203,646 | $0 | $35,000 | $0 | -$10,396 | $0 | $29,022 | $0 | $8,230 | $0 | $265,502 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL - TOM DERRY. TREATED AS TAXABLE 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 (9 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, WHO BELONG TO BOTH THE NATIONAL AND AFFILIATE ORGANIZATIONS, AND DIRECT MEMBERS, WHO BELONG TO THE NATIONAL ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | REGULAR MEMBERS WHO BELONG TO BOTH THE NATIONAL AND AFFILIATE ORGANIZATIONS AND DIRECT MEMBERS WHO BELONG TO THE NATIONAL ORGANIZATION 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 AND DIRECT 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 15 | 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 XI, LINE 9: | PRIOR YEAR FINANCIAL STATEMENTS WERE RESTATED TO MATCH THE TIMING OF -844,709. REVENUE RECOGNITION WITH THE VALUE RECEIVED BY MEMBERS. CERTAIN NET ASSETS PREVIOUSLY CLASSIFIED AS RESTRICTED WERE RECLASSIFIED AS UNRESTRICTED. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ISM SERVICES LLC | |||||||||||||||
| 309 W ELLIOT ROAD STE 113 | TEMPE | AZ | 85284 | CONSULTING | AZ | INSTITUTE FOR SUPPLY MANAGEMENT | $25,044 | -$1,812,278 | 0 | 0 | 1.00000 | ||||
| WILLIAM MICHELS ENT LLC | |||||||||||||||
| 309 W ELLIOT ROAD STE 113 | TEMPE | AZ | 85284 | HOLDING COMPANY | AZ | ISM SERVICES LLC | 0 | 0 | 1.00000 | ||||||
| ISM SUPPLY CHAIN CONSULTING (SHANGHAI) CO INC | |||||||||||||||
| CONSULTING | WILLIAM MICHELS ENT LLC | $23,951 | -$151,969 | 0 | 0 | 1.00000 | 315C FL 3 971 DONG FANG RD | FREE TRADE ZONE, | CH | CH | |||||
| WME2 LLC | |||||||||||||||
| 309 W ELLIOT ROAD STE 113 | TEMPE | AZ | 85284 | HOLDING COMPANY | AZ | ISM SERVICES LLC | 0 | 0 | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISM SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 W ELLIOT RD STE 113 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85284 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383857397 | EIN |
| Primary Activities | SUPPLY CHAIN MANAGEMENT CONSULTING | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR SUPPLY MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | 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 | 0 | 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 | O | TransactionTypeTxt |
| Involved | $995,074 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |