2025-11-13T14:27:33+00:00 2024-12-31 331498605 Plante & Moran PLLC 10 SOUTH RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2024-01-01 366066976 Association for Supply Chain Management ASSO 7738671777 1 EAST ERIE STREET 525-4021 CHICAGO IL 60611 JEFFREY ZETTEK CHIEF FINANCIAL OFFICER 2025-11-13 false LU ANN TRAPP P01506476 3122071040 2025-08-13 2024 2025-03-06 01:10:19Z X X JEFFREY ZETTEK 1 EAST ERIE STREET SUITE 525-4021 CHICAGO IL 60611 44959359 false X WWW.ASCM.ORG X 1957 IN ASCM BUILDS KNOWLEDGE AND SKILLS IN OPERATIONS AND SUPPLY CHAIN PROFESSIONALS. 12 12 114 1000 0 18455 0 27352380 25756249 119021 407727 9711278 8412842 37182679 34576818 0 0 18969091 19667144 0 0 20861544 18980296 39830635 38647440 -2647956 -4070622 40238200 36275468 27410155 26712947 12828045 9562521 TO DEVELOP AND PROVIDE EDUCATION, FRAMEWORKS, IMPROVEMENT METHODOLOGIES, TRAINING, CERTIFICATION AND BENCHMARKING TOOLS TO FACILITATE IMPROVEMENTS IN ALL FIELDS OF THE SUPPLY CHAIN PROFESSION. false false 0 0 PROVIDE TO OVER 46,000 MEMBERS: CONFERENCES, WORKSHOPS, PUBLICATIONS, CERTIFICATIONS AND CONTINUING EDUCATION FOR DISCIPLINE WITHIN THE SUPPLY CHAIN FIELD. 0 false false false false true false false false false true true false false true false false false true false true true false false false false false false false false true false false false false false false false false false false false false false false false true true true false false true 92 0 true 114 true true true false false false true true false true false X 12 12 false false false false true false false true true false false false true true true true true true true false false false X JEFF ZETTEK 7738671793 1 EAST ERIE STREET SUITE 525-4021 CHICAGO IL 60611 Olive Ngah treasurer-Secretary 1.9 0.1 X X 0 0 0 Pamela Dow CHAIR 1.9 0.1 X X 0 0 0 Paul Pittman CHAIR-ELECT 1.9 0.1 X X 0 0 0 Adam James Director 1.5 0.0 X 0 0 0 Allison Bennet Irion Director 1.5 0.0 X 0 0 0 AMY AUGUSTINE DIRECTOR 1.5 0.0 X 0 0 0 CHRISTINE BARNHART DIRECTOR 1.5 0.1 X 0 0 0 CRAIG JONES director 1.5 0.0 X 0 0 0 James Hess Director 1.5 0.0 X 0 0 0 Jonathon Webster Director 1.5 0.0 X 0 0 0 Nisa Moore Director 1.5 0.1 X 0 0 0 PEDRO NETO DIRECTOR 1.5 0.0 X 0 0 0 Abe Eshkenazi CEO 39.8 0.2 X 1215135 0 57319 Jeff Zettek EVP/CFO 39.8 0.2 X 660636 0 67791 Douglas Kent EVP 40.0 0.0 X 462354 0 41760 Gina DeCiani EVP AND GENERAL COUNSEL 40.0 0.0 X 340888 0 50257 Lisa Sallstrom EVP 40.0 0.0 X 626127 0 26482 Peter Bolstorff EVP 40.0 0.0 X 664925 0 28723 Sherri Goodlove EVP 40.0 0.0 X 455830 0 64051 4425895 0 336383 59 false true false HOLMES CORPORATION 2975 LONE OAK DRIVE EAGAN MN 55121 PROFESSIONAL SERVICES 6505487 NCS PEARSON 5601 GREEN VALLEY DR BLOOMINGTON MN 55437 TESTING SERVICES 1071727 PRECON 11910 PARKLAWN DR ROCKVILLE MD 20852 PROFESSIONAL SERVICES 901472 SIMON KUCHER PARTNERS ONE BOSTON PLACE SUITE 3301 BOSTON MA 02108 PROFESSIONAL SERVICES 773442 BENCHPREP WATERMELON EXPRESS INC 111 S WACKER DR SUITE 1200 CHICAGO IL 60606 PROFESSIONAL SERVICES 617759 17 0 CERTIFICATION 900099 15627862 15627862 MEMBERSHIP DUES 900099 6871239 6871239 PROGRAM FEES 900099 1467293 1467293 CONFERENCE 900099 1604371 1604371 185484 185484 0 0 25756249 389439 389439 0 0 3894756 3876468 18288 0 18288 18288 14848039 6506073 8341966 8341966 MISCELLANEOUS REVENUE 900099 70876 70876 - - 0 0 0 0 70876 34576818 34169091 0 407727 X 2000881 13529155 727126 2309349 1100633 433432 135395 77241 4582244 2617634 2273404 279277 982825 2006558 527686 3199134 121436 CERTIFICATION TESTS 1147952 BANK FEES 870212 TEMPORARY HELP 337021 UBI TAXES 8500 -619655 38647440 5683182 4184087 0 0 2998406 2522926 0 0 0 0 0 0 587586 419020 26456975 19344856 8939859 7112119 15181604 15423828 0 0 3525354 3482000 3322209 3131488 40238200 36275468 7556423 5755971 0 13047197 14206976 0 0 0 0 6750000 6750000 56535 0 27410155 26712947 X 12800529 9535005 27516 27516 0 0 0 12828045 9562521 40238200 36275468 -4070622 805098 0 X false true true false false true false 25477 25477 25477 0 0 0 0 0 25477 25477 0 0 0 0 0 25477 25477 0 0 0 0 0 25477 25477 0 0 0 0 0 25477 0.0 0.0 1.0 false false 4479064 4428954 50110 21977911 14915902 7062009 7112119 DUE FROM ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT FOUNDATION 3131488 3131488 42137649 805098 6832974 7638072 34499577 77241 0 77241 34576818 45282398 6712199 6712199 38570199 77241 0 77241 38647440 Schedule D, Part V, Line 4 Intended uses of endowment funds THE ASSOCIATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED TO HELP SUPPORT THE ASSOCIATION'S SCHOLARSHIP PROGRAM. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 REVENUE REPORTED ON APICS SUPPLY CHAIN COUNCIL, INC. - 326901 COST OF PUBLICATIONS SOLD - 6506073 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 EXPENSES REPORTED ON APICS SUPPLY CHAIN COUNCIL, INC. - 206126 COST OF PUBLICATIONS SOLD - 6506073 Central America and the Caribbean 0 0 Program Services CERTIFICATION TESTING 16656 East Asia and the Pacific 0 1 Program Services CERTIFICATION TESTING 322890 Europe (Including Iceland and Greenland) 0 0 Program Services CERTIFICATION TESTING 320663 Middle East and North Africa 0 0 Program Services CERTIFICATION TESTING 88221 South America 0 1 Program Services CERTIFICATION TESTING 22890 Sub-Saharan Africa 0 0 Program Services CERTIFICATION TESTING 35557 0 2 0 0 0 2 806877 0 806877 false false false false false false X true true X X X X X false true false Abe Eshkenazi CEO 742115 0 315000 0 158020 0 32750 0 24569 0 1272454 0 225000 0 Jeff Zettek EVP/CFO 412788 0 75772 0 172076 0 32750 0 35041 0 728427 0 91525 0 Peter Bolstorff EVP 415992 0 95100 0 153833 0 15083 0 13640 0 693648 0 86790 0 Douglas Kent EVP 358128 0 104226 0 0 0 11750 0 30010 0 504114 0 0 0 Lisa Sallstrom EVP 233024 0 100833 0 292270 0 21018 0 5464 0 652609 0 69099 0 Sherri Goodlove EVP 330270 0 70974 0 54586 0 32750 0 31301 0 519881 0 10265 0 Gina DeCiani EVP AND GENERAL COUNSEL 282046 0 58842 0 0 0 32750 0 17507 0 391145 0 0 0 Schedule J, Part I, Line 1a Travel for companions 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. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE CEO, CFO, EVPS, AND VICE PRESIDENTS PARTICIPATE IN A 457F PLAN. THE ASSOCIATION PROVIDES A DISCRETIONARY EMPLOYER CONTRIBUTION INTO THE PLAN. THE PARTICIPANTS HAVE A FULLY VESTED INTEREST IN SALARY REDUCTION AND EMPLOYER MATCHING CONTRIBUTIONS. TOTAL EMPLOYER CONTRIBUTIONS TO THE PLAN IN 2024 WERE $0 AND ARE REPORTED ON SCHEDULE J, PART II, COLUMN C. Form 990, Part VI, Line 6 Classes of members or stockholders YES, THE ORGANIZATION HAS MEMBERS. Form 990, Part VI, Line 11b Review of form 990 by governing body 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. Form 990, Part VI, Line 12c Conflict of interest policy 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. ASCM 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 ASCM. 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 ASCM 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 ASCM'S BEST INTEREST AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO ASCM, 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 ASCM, AND THE INDIVIDUALS VOTING ON THE PROPOSED TRANSACTION, SHALL BE CONTEMPORANEOUSLY RECORDED IN WRITING BY ASCM IN THE MINUTES OF THE MEETING, TOGETHER WITH ANY COMPARABILITY DATA OR OTHER SUPPORTINGDOCUMENTATION. Form 990, Part VI, Line 15a Process to establish compensation of top management official 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, Line 19 Required documents available to the public 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 VIII, Line 2f Other Program Service Revenue OTHER - Total Revenue: 185484, Related or Exempt Function Revenue: 185484, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees INSTRUCTOR EXPENSE AND TRAINING RELATED CONSULTING - Total Expense: 741738, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; DIGITAL CONFIRMATION CONSULTING - Total Expense: 98529, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; IT PROFESSIONAL FEES - Total Expense: 736965, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; CHANNEL SUPPORT SERVICES - Total Expense: 326000, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; OTHER CONTRACTOR FEES - Total Expense: 1173462, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; MEMBERSHIP RELATED PROFESSIONAL FEES - Total Expense: 387197, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; OTHER - Total Expense: 1118353, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; DOING BUSINESS AS ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT APICS SUPPLY CHAIN COUNCIL DBA ASCM FOUNDATION 1 EAST ERIE STREET SUITE 525-4021 CHICAGO IL 60611 366155750 ADVANCING EDUCATION IN THE SUPPLY CHAIN INDUSTRY IL 501(c)(3) 10 ASCM true false false false true false false false false false false false false false true true false false false false ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT FOUNDATION D 3131488 FAIR MARKET VALUE