Nonprofit · EIN 13-5265940
INSTITUTE FOR SUPPLY MANAGEMENT INC
Tax-exempt · TEMPE, AZ 85288
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $14,744,197 | $15,019,135 | -$274,938 | $15,741,374 | $4,445,153 | $11,296,221 |
| August 31, 2024 | 990 | $15,663,233 | $15,851,958 | -$188,725 | $17,326,561 | $6,187,112 | $11,139,449 |
| August 31, 2023 | 990 | $15,504,584 | $18,300,220 | -$2,795,636 | $20,680,106 | $9,917,337 | $10,762,769 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $164,642
- Program service revenue
- $11,171,923
- Investment income
- $459,286
- Royalties
- $957,028
- Net gain from sales of assets
- $185,836
- Net income from fundraising events
- -$3,688
- Net income from sales of inventory
- $1,972,456
- Other revenue
- $2,948,346
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $1,562,505
- Other salaries and wages
- $4,627,802
- Salaries, compensation and benefits (total)
- $7,657,768
- Professional fundraising fees
- $0
- Legal fees
- $119,959
- Accounting fees
- $73,704
- Occupancy
- $624,427
- Travel
- $1,101,867
- Depreciation
- $595,768
- Program services (functional)
- $8,785,620
- Management and general (functional)
- $6,233,515
Balance sheet and other
- Total assets, start of year
- $17,326,561
- Total assets, end of year
- $15,741,374
- Total liabilities, end of year
- $4,445,153
- Net assets, end of year
- $11,296,221
- Land, buildings and equipment
- $95,921
- Publicly traded securities
- $7,282,548
- Net assets without donor restrictions
- $10,099,305
- Net assets with donor restrictions
- $1,196,916
- Gross unrelated business income
- $22,550
- Gross receipts
- $16,659,428
- Employees
- 58
- Volunteers
- 309
- Year formed
- 1915
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Thomas W Derry | CEO Trustee or director, Officer | 40 | $480,807 | $59,365 |
| Debbie Fogel-Monnissen | CFO Officer | 40 | $305,103 | $44,635 |
| Susan K Marty | CPO Key employee | 40 | $267,714 | $37,565 |
| Camille Amadore | Sales Lead Highest-paid employee | 40 | $241,320 | $26,496 |
| Richard Aston | DIRECTOR OF FP&A Highest-paid employee | 40 | $189,026 | $31,360 |
| Sheri Pacheco | DIRECTOR OF INNOVATION & ADV PLAT Highest-paid employee | 40 | $166,599 | $29,755 |
| Denis Wolowiecki | CAPS MANAGING DIRECTOR Highest-paid employee | 40 | $173,600 | $19,650 |
| Russell R Calderon | Director of Technology Highest-paid employee | 40 | $162,539 | $28,172 |
| Angela Miller | Senior Director of Marketing Key employee | 40 | $159,431 | $27,566 |
| Trina DeWitt | DIRECTOR/HR SECRETARY Officer | 40 | $153,795 | $26,525 |
| Norbert Dean | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Stacey Taylor | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Darla Morse | Director Trustee or director | 1 | $0 | $0 |
| Hemant Porwal CPSM | Director Trustee or director | 1 | $0 | $0 |
| Jeff Kimsey | Director Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Han | Director Trustee or director | 1 | $0 |
| Joseph Matthews | Director Trustee or director | 1 | $0 |
| Judith Whipple PhD | Director Trustee or director | 1 | $0 |
| Kristopher Pinnow | Director Trustee or director | 1 | $0 |
| Michelle Hawkins | Director Trustee or director | 1 | $0 |
| Miguel Gonzalez | Director Trustee or director | 1 | $0 |
| Sopan Shah | Director Trustee or director | 1 | $0 |
| Susanna Zhu | Director Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Thomas W Derry | CEO Trustee or director, Officer | 40 | $481,994 | $59,466 |
| Susan K Marty | CPO Key employee | 40 | $305,803 | $45,336 |
| Debbie Fogel-Monnissen | CFO Officer | 40 | $291,001 | $45,065 |
| Denis Wolowiecki | CAPS MANAGING DIRECTOR Key employee | 40 | $271,378 | $38,792 |
| Richard Aston | DIRECTOR OF FP&A Highest-paid employee | 40 | $156,930 | $29,556 |
| Sheri Pacheco | DIRECTOR OF INNOVATION & ADV PLAT Highest-paid employee | 40 | $156,794 | $26,976 |
| Whitney Ann Gagle | B2B SALES Highest-paid employee | 40 | $155,300 | $26,942 |
| Angela Miller | Senior Director of Marketing Highest-paid employee | 40 | $151,233 | $26,808 |
| Trina DeWitt | DIRECTOR/HR SECRETARY Officer | 40 | $145,376 | $25,442 |
| Russell R Calderon | Director of Technology Highest-paid employee | 40 | $141,795 | $26,978 |
| Norbert Dean CPSM | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Stacey Taylor | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Darla Morse | Director Trustee or director | 1 | $0 | $0 |
| Hemant Porwal CPSM | Director Trustee or director | 1 | $0 | $0 |
| Jeff Kimsey | Director Trustee or director | 1 | $0 | $0 |
| John Han | Director Trustee or director | 1 | $0 | $0 |
| Joseph Matthews | Director Trustee or director | 1 | $0 | $0 |
| Judith Whipple PhD | Director Trustee or director | 1 | $0 | $0 |
| Kristopher Pinnow | Director Trustee or director | 1 | $0 | $0 |
| Michelle Hawkins | Director Trustee or director | 1 | $0 | $0 |
| Miguel Gonzalez | Director Trustee or director | 1 | $0 | $0 |
| Susanna Zhu | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS DERRY | CEO Trustee or director, Officer | 40 | $478,540 | $57,330 |
| SUSAN MARTY | CPO Key employee | 40 | $297,682 | $44,182 |
| DEBBIE FOGEL-MONNISSEN | CFO/Treasurer Officer | 40 | $278,586 | $41,610 |
| Denis Wolowiecki | CAPS Managing Director Officer | 40 | $261,837 | $36,852 |
| RICHARD ASTON | DIRECTOR OF FP&A Highest-paid employee | 40 | $150,626 | $28,187 |
| ANGELA MILLER | DIRECTOR OF MARKETING Highest-paid employee | 40 | $152,548 | $25,856 |
| Camille Armadore | Corporate Solutions, Team Lead Highest-paid employee | 40 | $150,079 | $22,069 |
| SHERI PACHECO | Director INNOVATION & ADV PLAT Highest-paid employee | 40 | $144,319 | $25,066 |
| RUSSBELL R CALDERON | DIRECTOR OF IT Highest-paid employee | 40 | $142,282 | $26,177 |
| TRINA DEWITT | DIRECTOR HR/SECRETARY Officer | 40 | $137,397 | $24,964 |
| MIGUEL GONZALEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELLE HAWKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEMANT PORWAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTOPHER PINNOW | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| NORBERT DEAN | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| STACEY TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSANNA ZHU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH MATTHEWS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUDITH WHIPPLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| Jeff Kimsey | Director Trustee or director | 1 | $0 | $0 |
| Darla Morse | Director Trustee or director | 1 | $0 | $0 |
| Bob Murphy | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 350 W WASHINGTON ST STE 301, TEMPE, AZ 85288-1496
- In care of
- % DEBBIE FOGEL-MONNISSEN
- Principal officer (990 for 2024)
- Debbie Fogel-Monnissen, 350 W Washington Street 301, Tempe, AZ 85288
- Signed the 990
- Debbie Fogel-Monnissen, CEO
- Phone
- (480) 752-6276
- Website
- WWW.ISMWORLD.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
Connect and empower the global supply chain community to advance individual and organizational success.
Program accomplishments
- 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.Expenses $4,968,623 · revenue $9,182,885
- 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.Expenses $2,392,427 · revenue $2,542,212
- 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.Expenses $1,424,570 · grants $60,000 · revenue $1,419,282
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 13-5265940
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B120)
- Assets (IRS master file)
- $15,741,374
- Income (IRS master file)
- $16,659,428
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $14,744,197 | $15,019,135 | $15,741,374 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990 | August 2024 | $15,663,233 | $15,851,958 | $17,326,561 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $15,504,584 | $18,300,220 | $20,680,106 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990 | August 2022 | $14,357,712 | $13,208,915 | $18,286,198 | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-5265940).
Questions about INSTITUTE FOR SUPPLY MANAGEMENT INC
- What is the EIN of INSTITUTE FOR SUPPLY MANAGEMENT INC?
- The employer identification number (EIN) of INSTITUTE FOR SUPPLY MANAGEMENT INC is 13-5265940.
- Is INSTITUTE FOR SUPPLY MANAGEMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to INSTITUTE FOR SUPPLY MANAGEMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSTITUTE FOR SUPPLY MANAGEMENT INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INSTITUTE FOR SUPPLY MANAGEMENT INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSTITUTE FOR SUPPLY MANAGEMENT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of INSTITUTE FOR SUPPLY MANAGEMENT INC?
- The 990 for the year ended August 31, 2025 names Debbie Fogel-Monnissen.
- Who are the officers and directors of INSTITUTE FOR SUPPLY MANAGEMENT INC?
- The 990 for the year ended August 31, 2025 lists 23 people; 10 received compensation from the organization, the highest $480,807 (Thomas W Derry, CEO).
- How much revenue does INSTITUTE FOR SUPPLY MANAGEMENT INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $14,744,197, expenses of $15,019,135 and total assets of $15,741,374 at year end.
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