Ism Philadelphia

Nonprofit profile at a glance

EIN
230992469
IRS 990 coverage
2016–2018
Forms available
Form 990 2018
Location
Bala Cynwyd, PA, USA
Phone
2154324817
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$86,569
Expenses
$131,554
Assets
$644,554
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2018. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • RENE POLUTAN (PRESIDENT)
  • ERICA PATTERSON (1ST VICE PRESIDENT)
  • JIM MORAN (PAST PRESIDENT)

People named in this filing

  • RENE POLUTAN (PRESIDENT)
  • ERICA PATTERSON (1ST VICE PRESIDENT)
  • RON HEERE (TREASURER 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. Selected filing: tax year 2018. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Ism nbsp; is nbsp; a nbsp; trade nbsp; association nbsp; for nbsp; puchasing nbsp; mangers nbsp; ism nbsp; s nbsp; mission nbsp; is nbsp; to nbsp; promote nbsp; diversity nbsp; throughout nbsp; the nbsp; supply nbsp; chain nbsp; and nbsp; educate nbsp; motivate nbsp; and nbsp; provide nbsp; leadership nbsp; to nbsp; ism-philadelphia nbsp; members nbsp; in nbsp; support nbsp; of nbsp; the nbsp; diversity nbsp; and nbsp; business nbsp; development

What it reported doing in 2018

Board of director expenses

Operating model

Revenue model
Earned-program. 67% 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 - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 79
  • Transparency & Controls: 90
  • Accountability: 82
  • Sustainability: 43
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 68.8%; rating input score 69
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd 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; 64th percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -52%; rating input score 26; 26th percentile among comparable filings
  • Total-asset coverage ratio: 4.9; rating input score 50; 50th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 72; 72nd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 61; 61st percentile among comparable filings

Growth

  • Program expense growth: 0.7% per year; rating input score 100; 56th percentile among comparable filings
  • Revenue growth: -27% per year; rating input score 0; 17th percentile among comparable filings
  • Asset growth: -7.9% per year; rating input score 0; 20th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 68.8% of spending went to programs
  • Governance: 8 of 8 board members independent · 4 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $4K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 19 of 21 current checks pass · 2 findings to review
  • Schedules: 1 filed schedules
  • Filing history: 3 filing years from 2016 to 2018
  • 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.

  • Review — Accountability: Governance controls: 2 of 6 not reported.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 26/100.
  • Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Part IX FeesForServicesInvstMgmntFees column sum did not reconcile in the filed values.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 50/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.