Institute for Supply Management Inc

EIN: 135265940 501(c)(3) Education

Tempe, AZ

Total Revenue
$14,744,197
Total Expenses
$15,019,135
Total Assets
$15,741,374
Net Assets
$11,296,221
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1915
Legal Domicile
AZ
Phone
4807526276
Tax Period
2024-09-01 to 2025-08-31

Institute for Supply Management Inc, founded in 1915, is a mid-sized nonprofit in the Education sector that reported $14.7M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

Connect and empower the global supply chain community to advance individual and organizational success.

Program Service Accomplishments

Program 1
Expenses: $4,968,623 Revenue: $9,182,885

Membership/education and certification/development and management: ISM is primarily a membership organization through both individual and corporate membership. ISM provides to members and non-members...

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Membership/education and certification/development and management: ISM is primarily a membership organization through both individual and corporate membership. ISM provides to members and non-members education through seminars, webinars, and both instructor led and self-study options. Educational products provide individuals and organizations professional development to gain knowledge and enhance career progression and organizational capacity. Ism offers certifications that an individual qualifies for through examination. Certifications require knowledge in the field of supply chain managements, and in some cases, specific years of experience.

Program 2
Expenses: $2,392,427 Revenue: $2,542,212

Conferences: ISM hosts various conferences and events, including its largest event, the ISM annual conference. These conferences and events are designed to educate and train supply chain management...

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Conferences: ISM hosts various conferences and events, including its largest event, the ISM annual conference. These conferences and events are designed to educate and train supply chain management professionals in an environment that encourages peer-to-peer interaction and networking.

Program 3
Expenses: $1,424,570 Revenue: $1,419,282

ISM's CAPS research: affiliated with the Arizona state university's W.P. Carey school of business, has the mission to empower supply management professionals with the profound discovery, powerful...

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ISM's CAPS research: affiliated with the Arizona state university's W.P. Carey school of business, has the mission to empower supply management professionals with the profound discovery, powerful connections, and clear foresight. CAPS research publishes specific studies, including benchmarking reports, critical issues, and research publications. In addition, CAPS hosts the executive roundtables, critical issue exchanges, and research pipeline events throughout the year.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $164,642
Program Service Revenue $11,171,923
Investment Income $459,286
Other Revenue $2,948,346
TOTAL REVENUE $14,744,197

Expense Breakdown

Grants Paid $60,000
Salaries & Benefits $7,657,768
Fundraising Expenses $0
Program Expenses $8,785,620
Other Expenses $7,301,367
TOTAL EXPENSES $15,019,135

Year-over-Year Comparison

2024 2023 Change
Revenue $14,744,197 $15,663,233 -0.1%
Expenses $15,019,135 $15,851,958 -0.1%
Net Income $-274,938 $-188,725 +0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
14
Independent Members
13
Employees
58
Volunteers
309

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$1,070,230
Total Directors
14
$540,172
Key Employees
2
$492,276
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Norbert Dean Chair 1.0
Officer Director
$0 $0 $0
Stacey Taylor Vice Chair 1.0
Officer Director
$0 $0 $0
Thomas W Derry CEO 40.0
Officer Director
$480,807 $59,365 $540,172
Darla Morse Director 1.0
Director
$0 $0 $0
Hemant Porwal CPSM Director 1.0
Director
$0 $0 $0
Jeff Kimsey Director 1.0
Director
$0 $0 $0
John Han Director 1.0
Director
$0 $0 $0
Joseph Matthews Director 1.0
Director
$0 $0 $0
Judith Whipple PhD Director 1.0
Director
$0 $0 $0
Kristopher Pinnow Director 1.0
Director
$0 $0 $0
Michelle Hawkins Director 1.0
Director
$0 $0 $0
Miguel Gonzalez Director 1.0
Director
$0 $0 $0
Sopan Shah Director 1.0
Director
$0 $0 $0
Susanna Zhu Director 1.0
Director
$0 $0 $0
Debbie Fogel-Monnissen CFO 40.0
Officer
$305,103 $44,635 $349,738
Trina DeWitt DIRECTOR/HR SECRETARY 40.0
Officer
$153,795 $26,525 $180,320
Angela Miller Senior Director of Marketing 40.0
Key Emp
$159,431 $27,566 $186,997
Susan K Marty CPO 40.0
Key Emp
$267,714 $37,565 $305,279
Camille Amadore Sales Lead 40.0
Highest
$241,320 $26,496 $267,816
Denis Wolowiecki CAPS MANAGING DIRECTOR 40.0
Highest
$173,600 $19,650 $193,250
Richard Aston DIRECTOR OF FP&A 40.0
Highest
$189,026 $31,360 $220,386
Russell R Calderon Director of Technology 40.0
Highest
$162,539 $28,172 $190,711
Sheri Pacheco DIRECTOR OF INNOVATION & ADV PLAT 40.0
Highest
$166,599 $29,755 $196,354
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $14,744,197 $15,019,135 $15,741,374 $-274,938
2024 $15,663,233 $15,851,958 $17,326,561 $-188,725
2023 $15,504,584 $18,300,220 $20,680,106 $-2,795,636
2022 $14,357,712 $13,208,915 $18,286,198 $1,148,797
2021 $12,909,076 $12,378,392 $18,812,365 $530,684
2020 $11,980,542 $12,829,184 $17,247,795 $-848,642
2019 $16,094,602 $15,569,608 $16,394,301 $524,994
2018 $16,330,046 $15,626,073 $16,304,868 $703,973
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