American Production and Inventory Santa Clara Chapter of Apics
Nonprofit profile at a glance
- EIN
- 942673901
- IRS 990 coverage
- 2013–2018
- Forms available
- Form 990 2018
- Location
- Santa Clara, CA, USA
- Phone
- 4087271125
- Rating
- 60
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Performing Arts Organizations
Reported finances
- Revenue
- $155,742
- Expenses
- $227,793
- Assets
- $4,859
- Liabilities
- $823
Source: IRS Form 990. Selected filing: tax year 2018. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- MEL NELSON (EXECUTIVE V.PRESIDENT)
- SUSAN NELSON (PRESIDENT)
Highest reported compensation
- MARIE ROGERS (ADMINISTRATOR): $58,631 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2018. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Operation management professionals to enhance and validate abilities and accelerate careers.
What it reported doing in 2018
Certification program offers classes for preparation of testing for the cpim or cscp certification.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of total spending goes to programs and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 54
- Transparency & Controls: 82
- Accountability: 69
- Sustainability: 8
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 68.5%; rating input score 69
- Program expense ratio: 46.8%; rating input score 47
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 90.9%; rating input score 91; 11th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 2 of 8 controls in place; rating input score 25
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -46.3%; rating input score 5; 5th percentile among comparable filings
- Total-asset coverage ratio: 0.02; rating input score 2; 2nd percentile among comparable filings
- Liabilities to assets ratio: 0.17; rating input score 26; 26th percentile among comparable filings
- Officer compensation ratio: 25.7%; rating input score 14; 14th percentile among comparable filings
Growth
- Program expense growth: -11.2% per year; rating input score 0; 13th percentile among comparable filings
- Revenue growth: -11.2% per year; rating input score 0; 8th percentile among comparable filings
- Asset growth: -28.2% per year; rating input score 0; 3rd percentile among comparable filings
Details
- Where the money goes: 68.5% of revenue deployed · 46.8% of spending went to programs
- Governance: 6 of 6 board members independent · 2 of 8 filing controls reported
- Programs: 2 filed program accomplishments
- Leadership: top reported pay $59K · 7 people listed
- Consistency: 20 of 22 current checks pass · 2 findings to review
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2013 to 2018
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Moderate — Financial Efficiency: Program expense ratio scored 47/100.
- High — Accountability: Governance controls: 5 of 7 not reported.
- High — Sustainability: Operating margin scored 5/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 2/100.
- Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
- Moderate — Transparency & Controls: Part IX DepreciationDepletion column sum did not reconcile in the filed values.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 14/100.
- High — Sustainability: Liabilities to assets ratio scored 26/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.