Apics Chapter 64

Nonprofit profile at a glance

EIN
237322827
IRS 990-EZ coverage
2014–2024
Forms available
Form 990-EZ 2024
Location
Huber Heights, OH, USA
Phone
9372602634
Rating confidence
Limited

Reported finances

Revenue
$181,355
Expenses
$146,040
Assets
$185,525

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • DAN HOLZ (PRESIDENT)

People named in this filing

  • MAYAKO YAMASHITA (TREASURER)
  • DAN HOLZ (PRESIDENT)
  • MARCIA TOWNSEND (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The society is organized and shall be operated for the purposes of research and educational as follows: 1. To maintain high standards in the field of operations management. 2. Provide a means of mutual exchange of experience and ideas among all those interested in the field. 3. Advance the theory, techniques and practices in the field of operations management by promoting educational programs for its members. 4. Assist members, interested non-members and enrolled students in keeping abreast of the theory, techniques and practice.

What it reported doing in 2024

To supply research and education to maintain high standards in the field of operations management, provide for a mutual exchange of experience and ideas among members, supplying educational programs to assist member, interested non-members and students in the field of operations management.

Operating model

Revenue model
Earned-program. 99% 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

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 61
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 19.5%; rating input score 73; 73rd percentile among comparable filings
  • Total-asset coverage ratio: 1.27; rating input score 67; 67th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 13.1% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 4.5% per year; rating input score 100; 43rd percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 11 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • 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.

  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.