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INSTITUTE FOR SUPPLY MANAGEMENT
TEMPE, AZ · EIN 135265940 · Form 990 · FY2021 · NTEE B120 · Education · Large ($10M-$50M) · www.ismworld.org
revenue
$14.4M
expenses
$13.2M
net assets
$13.9M
employees
62
volunteers
200
program ratio
59%
mission · from form 990

WE ADVANCE THE PRACTICE OF SUPPLY MANAGEMENT TO DRIVE VALUE AND COMPETITIVE ADVANTAGE, AND CONTRIBUTE TO A PROSPEROUS, SUSTAINABLE WORLD.

profile · synthesized from sources

The Institute for Supply Management (ISM) is a professional association that provides education, networking, and resources for supply management and procurement professionals. It hosts annual conferences and events to facilitate knowledge sharing and professional development within the industry.

irs program accomplishments · form 990 part iii · fy2021

what they reported doing

Program narrative the organization filed with the IRS. Ordered by program spending.

  1. #1 primary $1.82M
    EDUCATIONAL PRODUCTS: ISM PROVIDES VARIOUS EDUCATIONAL PRODUCTS TO IMPROVE INDIVIDUAL AND ORGANIZATIONAL PROFESSIONAL DEVELOPMENT, TRAINING, AND STRATEGIC SUPPLY MANAGEMENT KNOWLEDGE. THESE PRODUCTS PREPARE INDIVIDUALS FOR THEIR CAREER PROGRESSION, ORGANIZATIONAL TRAINING AND PROVIDE THE CORRESPONDING KNOWLEDGE BASE AND UPSKILLING REQUIRED FOR CERTIFICATION AS A CERTIFIED PROFESSIONAL IN SUPPLY MANAGEMENT.
  2. #2 $4.31M
    CERTIFICATION PROGRAM; EDUCATIONAL SUPPORT, DEVELOPMENT AND PRODUCTS; NATIONAL GROUPS/FORUMS; SEMINARS; CORPORATE PROGRAMS; VOLUNTEER AND ASSOCIATION GOVERNANCE
named programs · 4 · from sources

what they call their work

ExecIn at ISM World
Exclusive event for senior supply management leaders featuring high-level discussions and strategic networking
ISM World Annual Conference
An annual conference for supply management and procurement professionals to gain industry insights, knowledge, and network with business experts.
ISM World Conference
Annual conference providing industry insights, networking, and educational sessions for supply management professionals
Speaking Opportunities
Platform for supply management experts to share innovations, methodologies, and professional experiences with peers
activities · 5 groups

what they do

  • Procurement & Supply Chain Certification Programs 6 activities
    • CPSM Certification Program
      Offers the Certified Professional in Supply Management (CPSM) certification, which validates expertise in sourcing, supplier relationships, operations, technology, and strategic leadership. The program includes exam development informed by global practitioners and subject matter experts to align with evolving supply chain practices.
    • Deliver supply management training and certification programs
      Offers the CPSM certification and related study materials, develops exams based on input from global practitioners, and provides a Supply Management Core Bundle training program to build professional competencies in sourcing, supplier relationships, operations, technology, and strategic leadership.
    • Professional Certification in Supply Management
      Offers the Certified Professional in Supply Management (CPSM) certification, which validates competencies in various aspects of supply chain management. This includes developing exams and study materials based on input from global practitioners and offering pilot programs for updated exams with digital prep materials and reduced retake fees.
    • Professional Certification in Supply Management (CPSM)
      Offers the Certified Professional in Supply Management (CPSM) certification, which validates competencies across various aspects of supply chain management. This includes developing exams and study materials based on input from global practitioners and subject matter experts, and running pilot programs for updated exams.
    • Supply Management Training Programs
      Delivers professional training programs such as the Supply Management Core Bundle, scheduled for April 21–23, 2026, designed to build foundational and advanced competencies in supply chain management.
    • Supply Management Training Programs
      Provides training programs, such as the Supply Management Core Bundle, to enhance the skills and knowledge of supply management professionals.
  • Cross-Border Trade Infrastructure & Research 4 activities
    • Conduct and publish research on supply chain impacts of tariffs
      Estimates that U.S. tariff policies will add $185 billion in costs to U.S. companies and taxpayers in the current year and reports that 72% of businesses changed sourcing patterns, 52% renegotiated contracts, and 49% front-loaded inventory in response to tariffs.
    • Research on Supply Chain Economics and Tariffs
      Conducts research and publishes findings on the economic impact of tariffs on U.S. companies and taxpayers, including how businesses adapt their sourcing patterns, supplier contracts, and inventory management in response to these tariffs.
    • Research on Supply Chain Impact
      Conducts research and publishes findings on the economic impact of supply chain factors, such as tariffs, on U.S. companies and taxpayers, and how businesses respond to these changes.
    • Tariff Impact Research and Analysis
      Conducts and publishes research on the economic impact of tariffs, estimating $185 billion in additional costs to U.S. companies and taxpayers in the current year, and reporting that 72% of businesses altered sourcing, 52% renegotiated contracts, and 49% front-loaded inventory in response.
  • Professional Association Conferences & Events 4 activities
    • Conferences and Events for Supply Management Professionals
      Hosts annual conferences and exclusive events, such as ISM World and ExecIn, for procurement and supply chain professionals and senior leaders. These events provide industry insights, high-level discussions, strategic networking opportunities, and allow participants to earn continuing education hours.
    • Conferences and Events for Supply Management Professionals
      Hosts annual conferences and exclusive events, such as ISM World and ExecIn, for procurement and supply chain professionals and senior leaders. These events cover all aspects of the supply chain profession, provide industry insights, facilitate high-level discussions, and offer strategic networking opportunities.
    • Host executive-level networking and leadership events
      Organizes ExecIn, an exclusive event for senior supply management leaders featuring high-level discussions, executive insights, and strategic networking to support leadership development and peer exchange.
    • Professional Conferences and Events
      Hosts annual and recurring conferences including ISM World (2026–2028), ExecIn, and other events focused on strategic supply chain topics, offering industry insights, executive-level discussions, and networking opportunities for supply management professionals.
  • Professional Development & Certification Programs 4 activities
    • Event-Based Professional Development and Recognition
      Supports professional growth by enabling attendees to earn continuing education hours (CEH) for recertification, offering platforms for personal branding through speaking and panel opportunities, and providing complimentary registration to speakers as recognition. Conference agendas are shaped through submission reviews to reflect key innovations in the field.
    • Facilitate professional development and networking through event participation
      Supports professional growth by reviewing submissions to shape conference agendas, offering continuing education hours (CEH) for recertification, providing speaking opportunities to build personal brands, and awarding complimentary registration to speakers as recognition.
    • Professional Development through Event Participation
      Offers opportunities for professionals to build their personal brand, gain networking opportunities, and earn continuing education hours (CEH) for recertification by participating as speakers or presenters at events and conferences. The organization also reviews submissions to shape conference agendas.
    • Professional Development through Speaking Engagements
      Offers professionals opportunities to build their personal brand and network by speaking at events, contributing to the conference agenda, and participating in presentations and panel discussions, with complimentary registration for speakers.
  • Uncategorized 3 activities
    • Administer CPSM certification pilot program with enhanced support
      Runs a pilot program offering early access to updated CPSM exams, including digital prep materials, registration, reduced retake fees ($125), and one retake option per exam available through December 20, 2026; releases results 4–6 weeks after testing.
    • CPSM Certification Pilot Program
      Provides early access to updated CPSM exams through a pilot program that includes digital prep materials, exam registration, reduced retake fees ($125), and one retake option per exam available through December 20, 2026. Results are released 4–6 weeks after testing.
    • Host annual ISM World conferences for supply management professionals
      Organizes the ISM World conference series—scheduled for 2026 in Aurora, Colorado; 2027 in Washington D.C.; and 2028 in Las Vegas, NV—as a professional gathering to provide industry insights, strategic knowledge, and networking opportunities for supply chain practitioners.
financials · form 990 · fy2021
revenue
Total revenue$14.36M
Contributions & grants$1.20M8%
Program service revenue$9.75M68%
Investment income$134K1%
Other revenue$3.27M
expenses
Total expenses$13.21M
Program expenses59%
Admin / overhead41%
Fundraising0%
Salaries & benefits$7.79M
Grants paid out$40K
Largest expense lineCompensation
balance sheet
Total assets$18.29M
Cash$6.57M
Investments$6.57M
Liabilities$4.35M
Net assets$13.94M
Liquid reserves11.9 mo
3 years on record · 2019–2021 · YoY revenue +11.2%
leadership · form 990 part vii · fy2021

who runs it

paid leadership · 11
NameTitleHours/wkCompensation
THOMAS DERRY CEO 40 $549K
DEBBIE FOGEL-MONNISSEN CFO 40 $331K
SUSAN MARTY CPO 40 $319K
NORA NEIBERGALL SR VP/SEC (DATE OF TERM 4/29/22) 40 $259K
GREGORY PETERSON VP OF SALES (DATE OF TERM 10/1/21) 40 $253K
RICHARD ASTON DIRECTOR OF FP&A 40 $197K
ANGELA MILLER DIRECTOR OF MARKETING 40 $178K
RUSSBELL R CALDERON DIRECTOR OF IT 40 $176K
SHERI PACHECO DIRECTOR INNOVATION & ADV PLATFORM 40 $171K
STEPHEN MCCASKILL DIRECTOR CONTROLLER 40 $167K
TRINA DEWITT DIRECTOR HR/SECRETARY 40 $158K
board members · 12
  • CAMILLE BATISTE — DIRECTOR
  • HEMANT PORWAL — DIRECTOR
  • JEFFREY WINCEL — DIRECTOR
  • JOSEPH MATTHEWS — DIRECTOR
  • JUDITH WHIPPLE — DIRECTOR
  • KIMBERLY DE WITT — DIRECTOR
  • KRISTOPHER PINNOW — CHAIRMAN
  • MICHELLE HAWKINS — DIRECTOR
  • MIGUEL GONZALEZ — DIRECTOR
  • NORBERT DEAN — VICE-CHAIRMAN
  • STACEY TAYLOR — DIRECTOR
  • SUSANNA ZHU — DIRECTOR
relationships · 8

who they work with

  • Armanino Partner — Collaborates with Amy Julian, strategy and transformation partner at Armanino, for insights on supply chain transformation.
  • CAPS Research Partner — CAPS Research is included under ISM's Antitrust Policy for all sponsored or conducted activities and programs.
  • ISM certification(s) Government — Offers CEH credits toward recertification of ISM certifications.
  • National Association of Foreign-Trade Zones Partner — Engages with Jeff Tafel, president of the National Association of Foreign-Trade Zones, for expert commentary on trade policy impacts.
  • ProcureAbility Partner — Collaborates with Joe Adamski, managing director at ProcureAbility, as a contributor to supply chain insights.
  • Thomson Reuters Partner — Cites findings from Thomson Reuters’ 2025 Tariffs Report to support analysis of corporate responses to tariffs.
  • World Trade Center Denver Partner — Engages Karen Gerwitz, president of World Trade Center Denver, as a contributor on international trade dynamics.
  • World Trade Centers Association Partner — Works with Karen Gerwitz, board member of the World Trade Centers Association, to provide global trade perspectives.