ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC (EIN 36-6066976)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201443179349303074
- Schema version
- 2013v3.0
- 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 | 2014-11-13T12:17:29-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366066976 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN PRODUCTION AND INVENTORY | BusinessNameLine1 |
| Business Name Line2 | CONTROL SOCIETY INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 7738671777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8430 W BRYN MAWR AVENUE NO 1000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60631 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY ZETTEK | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7738671777 | PhoneNum |
| Signature | 2014-11-12 | 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 | 2014-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APICS | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60631 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,418,170 | 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 | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 99 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $441,815 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $58,909 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,989,833 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,453,931 | CYProgramServiceRevenueAmt |
| PY Investment Income | $384,770 | PYInvestmentIncomeAmt |
| CY Investment Income | $416,294 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,871,589 | PYOtherRevenueAmt |
| CY Other Revenue | $4,753,731 | CYOtherRevenueAmt |
| PY Total Revenue | $22,246,192 | PYTotalRevenueAmt |
| CY Total Revenue | $19,623,956 | 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 | $7,571,220 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,321,988 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,388,163 | PYOtherExpensesAmt |
| CY Other Expenses | $10,470,900 | CYOtherExpensesAmt |
| PY Total Expenses | $18,959,383 | PYTotalExpensesAmt |
| CY Total Expenses | $17,792,888 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,286,809 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,831,068 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,906,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,467,061 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,224,833 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,609,087 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,681,511 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,857,974 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | APICS BUILDS KNOWLEDGE AND SKILLS IN OPERATIONS MANAGEMENT PROFESSIONALS TO ENHANCE AND VALIDATE ABILITIES AND ACCELERATE CAREERS. WE HELP OUR MEMBERS AND THEIR ORGANIZATIONS SUCCESSFULLY COMPETE AND BUILD A STRONGER GLOBAL ECONOMY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Desc | PROVIDE TO OVER 36,769 MEMBERS: CONFERENCES, WORKSHOPS, PUBLICATION, CERTIFICATION, AND CONTINUING EDUCATION TO ASSIST IN THE PROMOTION, DEVELOPMENT, AND IMPROVEMENT OF MANAGERIAL TECHNIQUES IN THE PRODUCTION AND INVENTORY FIELDS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | 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 | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 160 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 99 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 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 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7738671777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8430 W BRYN MAWR AVENUE NO 1000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60631 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BOB BOYLE | |||||||||
| CHAIR | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JASON WHEELER | |||||||||
| CHAIR ELECT | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DANA RIESS | |||||||||
| SECRETARY-TREASURER | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LUIS BARCON | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM BECKER | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL BICKERT | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NORMAN CARMICHAEL | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BINTRONG CHEN | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SONIA DAVIAUD | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN DUNN | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL HOWATT | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIEGO IBARRA | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VADIM KAPUSTIN | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY KILTY | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MERRI RICH | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| COLIN SEFTEL | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TAMMY WILLIAMS | |||||||||
| DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ABE ESHKENAZI | |||||||||
| CHIEF EXECUTIVE OFFICER | 38.00 | 2.00 | Yes (X) | $543,364 | $0 | $56,232 | |||
| JEFFREY ZETTEK | |||||||||
| CHIEF FINANCIAL OFFICER | 38.00 | 2.00 | Yes (X) | $168,169 | $0 | $18,270 | |||
| SHARON RICE | |||||||||
| EXECUTIVE VP | 15.00 | 25.00 | $207,753 | $0 | $8,979 | Yes (X) | |||
| DEAN MARTINEZ | |||||||||
| EXECUTIVE VP/LEGAL COUNSEL | 40.00 | 0.00 | $173,016 | $0 | $41,265 | Yes (X) | |||
| DOMINIC LONGO | |||||||||
| DIRECTOR OF CORPORATE SERVICES | 40.00 | 0.00 | $181,971 | $0 | $33,061 | Yes (X) | |||
| JENNIFER DANIELS | |||||||||
| VP MARKETING | 40.00 | 0.00 | $137,885 | $0 | $20,064 | Yes (X) | |||
| LISA SALLSTROM | |||||||||
| DIRECTOR OF CERTIFICATION | 40.00 | 0.00 | $128,581 | $0 | $25,404 | Yes (X) | |||
| DIANE MIKOLS | |||||||||
| DIRECTOR OF CUSTOMER EXPERIENCE | 40.00 | 0.00 | $125,244 | $0 | $29,220 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,665,983 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $232,495 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ACT | |||||
| PO BOX 4072 | IOWA CITY | IA | 52243 | CERT TESTING | $879,932 |
| BRIGHT KEY | |||||
| 9050 JUNCTION DRIVE | ANNAPOLIS | MD | 207011150 | LOCK BOX PROCESSING | $199,225 |
| SCHER PROGRESSION | |||||
| PO BOX 62 | ROHRERSVILLE | MD | 21779 | COURSE WRITING | $176,730 |
| FUTURE VALUE CONSULTING | |||||
| 100 N WASHINGTON | FALLS CHURCH | VA | 22046 | IT CONSULTING | $170,967 |
| MERRIMAC SOLUTIONS | |||||
| 1840 FOREST AVE | AURORA | IL | 60502 | IT CONSULTING | $168,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CERTIFICATION | 900099 | $7,201,136 | $7,201,136 | |
| MEMBERSHIP DUES | 900099 | $4,591,036 | $4,591,036 | |
| PROGRAM FEES | 900099 | $1,757,744 | $1,560,872 | $196,872 |
| PUBLICATIONS | 900099 | $440,428 | $195,485 | $244,943 |
| ALLIANCES | 900099 | $378,575 | $378,575 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,012 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,012 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,453,931 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $410,229 | TotalRevenueColumnAmt |
| Exclusion | $410,229 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $974,437 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $968,372 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,065 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,065 | TotalRevenueColumnAmt |
| Exclusion | $6,065 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $6,579,573 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,825,842 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,753,731 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,753,731 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,623,956 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,765,847 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $441,815 | UnrelatedBusinessRevenueAmt |
| Exclusion | $416,294 | 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 | $1,002,766 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,890,594 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,377 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,251 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,163 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,276 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,425 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,022,436 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,737 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,612,160 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,708 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,097,136 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,300 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,731 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,224 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,487 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBI TAX | $26,575 |
| CERTIFICATION TESTS | $2,063,932 |
| BANK FEES | $371,851 |
| TEMPORARY HELP | $55,619 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,140 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,792,888 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,789,480 | BOYAmt |
| EOY | $2,907,256 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,392 | BOYAmt |
| EOY | $192,386 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,704,752 | BOYAmt |
| EOY | $1,768,199 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,026 | BOYAmt |
| EOY | $305,422 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,093 | BOYAmt |
| EOY | $272,181 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,948,615 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,625,366 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,810,477 | BOYAmt |
| EOY | $2,323,249 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,716,323 | BOYAmt |
| EOY | $10,105,076 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,801 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $593,292 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,906,344 | BOYAmt |
| EOY | $18,467,061 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,654,192 | BOYAmt |
| EOY | $3,271,350 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,281,035 | BOYAmt |
| EOY | $3,472,675 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,289,606 | BOYAmt |
| EOY | $865,062 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,224,833 | BOYAmt |
| EOY | $7,609,087 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,656,034 | BOYAmt |
| EOY | $10,832,497 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,477 | BOYAmt |
| EOY | $4,477 | 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 | $8,681,511 | BOYAmt |
| EOY | $10,857,974 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,906,344 | BOYAmt |
| EOY | $18,467,061 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,831,068 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $345,395 | 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 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 | 0.82600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17400 | 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 | $2,886,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,530,889 | DepreciationAmt |
| Book Value | $1,355,388 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,893,015 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,228,812 | DepreciationAmt |
| Book Value | $664,203 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,169,323 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,865,665 | DepreciationAmt |
| Book Value | $303,658 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,323,249 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $865,062 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $865,062 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,505,391 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $345,395 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $5,536,040 | OtherRevenueAmt |
| Revenue Not Reported | $5,881,435 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,623,956 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,623,956 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,735,371 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,942,483 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,942,483 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,792,888 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,792,888 | 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. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER,THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. 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 EDUCATIONAL AND RESEARCH FOUNDATION 2,793,799. APICS EDU. AND RESEARCH FOUNDATION NET ASSETS RECORDED ON CONSOLIDATED FS 912,340. APICS EDUCATIONAL AND RESEARCH FOUNDATION INVESTMENT FEES 4,059. COST OF PUBLICATIONS SOLD 1,825,842. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES REPORTED ON APICS EDUCATIONAL AND RESEARCH FOUNDATION 3,112,582. COST OF PUBLICATIONS SOLD 1,825,842. APICS EDUCATIONAL AND RESEARCH FOUNDATION INVESTMENT FEES 4,059. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | CERTIFICATION TESTING | $348,841 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | CERTIFICATION TESTING | $331,779 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | CERTIFICATION TESTING | $8,530 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | CERTIFICATION TESTING | $26,542 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | CERTIFICATION TESTING | $122,284 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | CERTIFICATION TESTING | $35,060 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL MEMBERSHIP DUES REVENUE | $47,500 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL MEMBERSHIP DUES REVENUE | $24,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $945,521 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $945,521 | 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $422,222 | $0 | $121,142 | $0 | $0 | $0 | $31,750 | $0 | $24,482 | $0 | $599,596 | $0 | $0 | $0 |
| JEFFREY ZETTEK | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $166,669 | $0 | $1,500 | $0 | $0 | $0 | $10,456 | $0 | $7,814 | $0 | $186,439 | $0 | $0 | $0 |
| SHARON RICE | ||||||||||||||
| EXECUTIVE VP | $202,628 | $0 | $5,125 | $0 | $0 | $0 | $0 | $0 | $8,979 | $0 | $216,732 | $0 | $0 | $0 |
| DEAN MARTINEZ | ||||||||||||||
| EXECUTIVE VP/LEGAL COUNSEL | $168,180 | $0 | $4,836 | $0 | $0 | $0 | $9,279 | $0 | $31,986 | $0 | $214,281 | $0 | $0 | $0 |
| DOMINIC LONGO | ||||||||||||||
| DIRECTOR OF CORPORATE SERVICES | $114,761 | $0 | $67,210 | $0 | $0 | $0 | $17,500 | $0 | $15,561 | $0 | $215,032 | $0 | $0 | $0 |
| JENNIFER DANIELS | ||||||||||||||
| VP MARKETING | $127,885 | $0 | $10,000 | $0 | $0 | $0 | $12,250 | $0 | $7,814 | $0 | $157,949 | $0 | $0 | $0 |
| LISA SALLSTROM | ||||||||||||||
| DIRECTOR OF CERTIFICATION | $124,999 | $0 | $3,582 | $0 | $0 | $0 | $17,500 | $0 | $7,904 | $0 | $153,985 | $0 | $0 | $0 |
| DIANE MIKOLS | ||||||||||||||
| DIRECTOR OF CUSTOMER EXPERIENCE | $121,778 | $0 | $3,466 | $0 | $0 | $0 | $21,266 | $0 | $7,954 | $0 | $154,464 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | 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. |
| PART I, LINE 4B | AN ANNUAL DISCRETIONARY CONTRIBUTION IS MADE ON THE CEO'S BEHALF UNDER CODE SECTION 457(F). THE AMOUNT IS MAINTAINED ON THE ASSOCIATION'S BOOKS IN A DESIGNATED ACCOUNT AND WILL REMAIN THE SOLE PROPERTY OF THE ASSOCIATION AND IS AVAILABLE TO SATISIFY THE CLAIMS OF ALL GENERAL CREDITORS OF THE ASSOCIATION. THE CEO SHALL HAVE A FULLY VESTED, NONFORFEITABLE INTEREST IN HIS DEFERRED COMPENSATION IF THE ASSOCIATION DISSOLVES OR IF HE (1) DIES, (2) BECOMES DISABLED, OR (3) IS TERMINATED FROM EMPLOYMENT FOR REASONS OTHER THAN FOR CAUSE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | IN 2013, THE REVENUE AND ASSOCIATED EXPENSES FOR CONFERENCES AND ALL NON-CERTIFICATION RELATED COURSEWARE SALES AND TRAINING WERE TRANSFERRED TO THE APICS EDUCATION AND RESEARCH FOUNDATION, A RELATED ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | ANY INDIVIDUAL MEMBER, INTERNATIONAL MEMBER AT LARGE OR CORPORATE MEMBER IS A VOTING MEMBER. ALL CONTESTED OFFICES SHALL BE VOTED ON BY THE MEMBERS ELIGIBLE TO VOTE AND BE RECEIVED BY AN INDEPENDENT TELLER FOR TALLY PER THE SOPS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ANY INDIVIDUAL MEMBER, INTERNATIONAL MEMBER AT LARGE OR CORPORATE MEMBER IS A VOTING MEMBER. ALL CONTESTED OFFICES SHALL BE VOTED ON BY THE MEMBERS ELIGIBLE TO VOTE AND BE RECEIVED BY AN INDEPENDENT TELLER FOR TALL PER THE SOPS. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 | PRIOR TO BOARD OR COMMITTEE ACTION ON A TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. THE PERSON HAVING A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN DISCUSSION OF THE MATTER BY THE BOARD OR COMMITTEE EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. THE PERSON HAVING A CONFLICT OF INTEREST SHALL NOT VOTE ON MATTERS RELATING TO THE TRANSACTION. SUCH PERSON'S INELIGIBILITY SHALL BE REFLECTED IN MINUTES OF THE MEETING. IN THE EVENT IT IS UNCLEAR WHETHER A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO APICS' PRESIDENT OR HIS/HER DESIGNEE, WHO SHALL DETERMINE WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. IN MAKING THIS DETERMINATION, APICS' PRESIDENT OR HIS/HER DESIGNEE MAY SEEK THE ADVICE OF COUNSEL OR OTHER THIRD PARTIES. COVERED PERSONS WHO ARE NOT MEMBERS OF APICS' BOARD OF DIRECTORS OR WHO HAVE CONFLICT OF INTEREST WITH RESPECT TO A TRANSACTION THAT IS NOT THE SUBJECT OF BOARD OR COMMITTEE ACTION SHALL DISCLOSE SUCH CONFLICT TO APICS' PRESIDENT OR HIS/HER DESIGNEE. THE COVERED PERSON SHALL REFRAIN FROM ANY ACTION THAT MAY AFFECT APICS' PARTICIPATION IN SUCH TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | TO ENSURE THE HIGHEST LEVEL OF COMMUNICATION BETWEEN THE APICS BOARD OF DIRECTORS AND THE CHIEF EXECUTIVE OFFICER, REGULAR FORMAL PERFORMANCE EVALUATIONS WILL BE HELD AT LEAST ANNUALLY. THE LEADERSHIP TEAM REVIEWS COMPARABILITY DATA TO SET THE CEO COMPENSATION. FOR 2012, THE LEADERSHIP TEAM COMMISSIONED A CEO SALARY STUDY, USING AN OUTSIDE CONSULTANT TO REVIEW AND APPROVE THE CEO SALARY. THE FOLLOWING PROCESS HAS BEEN ESTABLISHED TO STANDARDIZE THE WAY IN WHICH THE LEADERSHIP TEAM DEVELOPS AND DELIVERS BOTH THE CHIEF EXECUTIVE OFFICER'S ANNUAL EVALUATION AND HIS/HER ANNUAL COMPENSATION: 1. THE CHAIR OF THE BOARD WILL PROVIDE A COPY OF THE CHIEF EXECUTIVE OFFICER'S CONTRACT TO EACH MEMBER OF THE LEADERSHIP TEAM AND EACH INCOMING MEMBER OF THE LEADERSHIP TEAM NO LATER THAN THE ANNUAL OCTOBER APICS BOARD OF DIRECTORS MEETING. 2. THE CHAIR OF THE BOARD SHALL PROVIDE A COPY OF THE CHIEF EXECUTIVE OFFICER'S ANNUAL GOALS TO THE LEADERSHIP TEAM AND EACH INCOMING MEMBER OF THE LEADERSHIP TEAM NO LATER THAN THE APICS BOARD OF DIRECTORS MEETING IN CONJUNCTION WITH THE ANNUAL CONFERENCE. 3. THE CHAIR OF THE BOARD SHALL ASK THE VOTING MEMBERS OF THE LEADERSHIP TEAM FOR INPUT ON THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE AND COMPENSATION NO LATER THAN THREE MONTHS BEFORE THE CHIEF EXECUTIVE OFFICER'S ANNUAL REVIEW IS TO BE DELIVERED. 4. THE LEADERSHIP TEAM SHALL RESPOND TO THE CHAIR OF THE BOARD'S REQUEST WITHIN TWO WEEKS OF HIS/HER INITIAL REQUEST FOR INPUT TO THE CHIEF EXECUTIVE OFFICER'S EVALUATION. 5. THE CHAIR OF THE BOARD SHALL EVALUATE ALL INPUT FROM THE VOTING MEMBERS OF THE LEADERSHIP TEAM AND DEVELOP A SINGLE DOCUMENT THAT BEST SUPPORTS THE MAJORITY OPINION OF THE VOTING MEMBERS OF THE LEADERSHIP TEAM. THIS SUMMARY EVALUATION SHALL BE SUBMITTED TO THE VOTING MEMBERS OF THE LEADERSHIP TEAM FOR REVIEW WITHIN TWO WEEKS OF THE DATE ESTABLISHED ABOVE. THIS SUMMARY EVALUATION SHALL INCLUDE BOTH PERFORMANCE EVALUATION AND ANY COMPENSATION PACKAGE CHANGES SUGGESTED. 6. THE VOTING MEMBERS OF THE LEADERSHIP TEAM SHALL REVIEW THE SUMMARY PERFORMANCE EVALUATION PROVIDED BY THE CHAIR OF THE BOARD AND MAKE COMMENTS TO THE OTHER VOTING MEMBERS OF THE COMMITTEE. IF THERE DOES NOT SEEM TO BE A CONSENSUS OF THE VOTING MEMBERS OF THE LEADERSHIP TEAM, THE CHAIR OF THE BOARD SHALL SET UP A SPECIAL LEADERSHIP TEAM MEETING, CONFERENCE CALL, OR OTHER FORM OF COMMUNICATION SO THE VOTING MEMBERS OF THE COMMITTEE CAN COME TO A CONSENSUS. THIS SHALL HAPPEN WITHIN THREE WEEKS OF THE DATE IN ITEM #5 ABOVE. 7. ONCE CONSENSUS IS REACHED BY THE VOTING MEMBERS OF THE LEADERSHIP TEAM, THE CHAIR OF THE BOARD SHALL CONTACT THE CHIEF EXECUTIVE OFFICER, AND THE CHAIR OF THE BOARD AND THE CHAIR-ELECT SHALL, AT A MUTUALLY AGREED UPON TIME, PROVIDE HIM/HER WITH BOTH THE PERFORMANCE EVALUATION AND THE NEW COMPENSATION PACKAGE. 8. WITHIN 60 DAYS OF PROVIDING THE CHIEF EXECUTIVE OFFICER HIS/HER ANNUAL EVALUATION, THE LEADERSHIP TEAM SHALL ESTABLISH THE GOALS FOR THE CHIEF EXECUTIVE OFFICER FOR THE FOLLOWING YEAR. GENERALLY, THESE GOALS WOULD BE DEVELOPED ANNUALLY TO SUPPORT THE APICS FISCAL YEAR. IMPORTANT NOTE: ITEMS #3-6 ABOVE MAY BE COMBINED IN A SINGLE LEADERSHIP TEAM MEETING HELD BEFORE THE CHIEF EXECUTIVE OFFICER'S EVALUATION DATE. FOR ALL OTHER EMPLOYEES, APICS USES A FORMAL PERFORMANCE REVIEW SYSTEM, WHICH IS TIED TO THE ANNUAL SALARY INCREASE PROCESS. |
| 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 | CORPORATE SERVICES CLASS ADMIN FEES 752,733. OTHER PROFESSIONAL FEES 2,269,703. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APICS EDUCATIONAL & RESEARCH FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8430 W BRYN MAWR AVENUE SUITE 1000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60631 | ZIPCode |
| 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 9 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APICS | BusinessNameLine1 |
| 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 EDUCATIONAL AND RESEARCH FOUNDATION | ||
| D | $593,292 | FAIR MARKET VALUE |
| APICS EDUCATIONAL AND RESEARCH FOUNDATION | ||
| O | $978,851 | FAIR MARKET VALUE |
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