Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Connecticut Chapter of the Appraisal Institute
990EZ • Fiscal year 2013 • EIN 06-6068923
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.03x
Liabilities / Revenue
62nd percentile
Higher debt load relative to revenue than 62% of similar nonprofits.
Net Margin
38th percentile
Higher net margin than 38% of similar nonprofits.
Top Officer Pay
67th percentile
Higher top officer pay than 67% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
39th percentile
Faster asset growth than 39% of similar nonprofits.
Revenue Growth
69th percentile
Faster revenue growth than 69% of similar nonprofits.
Balance Sheet
Assets
Down$80,617
Down $1,822 (-2.2%) from 2012
Net Assets
Down$78,592
Down $1,653 (-2.1%) from 2012
Liabilities
Down$2,025
Down $169 (-7.7%) from 2012
Revenue And Expenses
Revenue
Up$115,680
Up $12,429 (+12%) from 2012
Expenses
Down$117,334
Down $19,011 (-14%) from 2012
Net Income
Up-$1,654
Up $31,440 (+95%) from 2012
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- May 8, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $115,680
Mission and Program Overview
Mission
The appraisal institute is the acknowledged leader in residential and commercial appraisal education, research, publishing and professional member designation programs.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE APPRAISAL INSTITUTE HAS AN EXTENSIVE CURRICULUM OF COURSES AND SPECIALTY SEMINARS WITH OVER 15 CLASSES TO CHOOSE FROM, ALONG WITH BOOKS AND RESEARCH MATERIALS ON BASIC VALUATION THEORIES. IT ALSO PUBLISHED TWO QUARTERLY PERIODICALS. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DAVID UBAGHS MAI | Second V. Pr | - | $0 | - | - |
| ROCCO QUARESIMA MAI | First Vice P | - | $0 | - | - |
| TYLER BROWN MAI | Past Preside | - | $0 | - | - |
| REYNOLD ARCHAMBAULT SRA | Treasurer | - | $0 | - | - |
| FREDERICK WITTE MAI SRA | President | - | $0 | - | - |
| RACHEL GIOIA MAI | Secretary | - | $0 | - | - |
| WILLIAM KANE MAI | Board Member | - | $0 | - | - |
| THEODORE RUMMEL MAI | Board Member | - | $0 | - | - |
| VALERIE SANDBERG | Board Member | - | $0 | - | - |
| PATRICK WELLSPEAK MAI | Board Member | - | $0 | - | - |
| SCOTT BURNS | Associate Me | - | $0 | - | - |
| PETER VIMINI | Board Member | - | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- No
Reported Spending and Taxes
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $5,849 |
| Total Nondeductible Lobbying and Political Cost | $5,849 |
Filing and Contact Details
Filer
- EIN
- 06-6068923
- Phone
- 8604829992
Signing Officer
- Name
- Frederick Witte
- Title
- President
- Phone
- 8604829992
- Signed
- 2014-05-08
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Libby Diane
- Phone
- 8605838675
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses 477 office supplies 301 telephone 3,350 postage and delivery 217 dues & subscriptions 881 website development 240 mileage 1,061 travel - other 832 lodging 1,858 course/seminar expense 39,775 education development 6,776 total 55,768”
Form 990-ez, Part II, Line 24
“2,507 2,507 less accumulated depreciation 2,507 2,507 total 0 0”
Form 990-ez, Part II, Line 26
“Payroll liabilities 2,194 2,025”
Form 990-ez, Part III
“The appraisal institute is the acknowledged leader in residential and commercial appraisal education, research, publishing and professional member designation programs.”
Form 990-ez, Part III, Line 28
“The appraisal institute has an extensive curriculum of courses and specialty seminars with over 15 classes to choose from, along with books and research materials on basic valuation theories. It also published two quarterly periodicals.”
Raw XML Appendix161 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | DAVID UBAGHS MAI |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | ROCCO QUARESIMA MAI |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | TYLER BROWN MAI |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | REYNOLD ARCHAMBAULT SRA |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | FREDERICK WITTE MAI SRA |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | RACHEL GIOIA MAI |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 6 | WILLIAM KANE MAI |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 7 | THEODORE RUMMEL MAI |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 8 | VALERIE SANDBERG |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 9 | PATRICK WELLSPEAK MAI |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 10 | SCOTT BURNS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 11 | PETER VIMINI |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | CONNECTICUT CHAPTER 38 |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8604829992 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | PO BOX 509 |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | TORRINGTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | CT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 06790 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 82440 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 80617 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 14175 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1654 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 8634 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 82440 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 80617 |
| IRS990EZ/GrossReceiptsAmt | 0 | 115680 |
| IRS990EZ/GroupExemptionNum | 0 | 9464 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 45 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 29613 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 80246 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 78592 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 80246 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 78592 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 3696 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DAVID UBAGHS MAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ROCCO QUARESIMA MAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | TYLER BROWN MAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | REYNOLD ARCHAMBAULT SRA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | FREDERICK WITTE MAI SRA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | RACHEL GIOIA MAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | WILLIAM KANE MAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | THEODORE RUMMEL MAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | VALERIE SANDBERG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | PATRICK WELLSPEAK MAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | SCOTT BURNS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | PETER VIMINI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | SECOND V. PR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | FIRST VICE P |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | ASSOCIATE ME |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 55768 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE APPRAISAL INSTITUTE IS THE ACKNOWLEDGED LEADER IN RESIDENTIAL AND COMMERCIAL APPRAISAL EDUCATION, RESEARCH, PUBLISHING AND PROFESSIONAL MEMBER DESIGNATION PROGRAMS. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 71847 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE APPRAISAL INSTITUTE HAS AN EXTENSIVE CURRICULUM OF COURSES AND SPECIALTY SEMINARS WITH OVER 15 CLASSES TO CHOOSE FROM, ALONG WITH BOOKS AND RESEARCH MATERIALS ON BASIC VALUATION THEORIES. IT ALSO PUBLISHED TWO QUARTERLY PERIODICALS. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 49236 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CT |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 2194 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 2025 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 117334 |
| IRS990EZ/TotalRevenueAmt | 0 | 115680 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.AI-CT.ORG |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 5849 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 29613 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 5849 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 5849 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES 477 OFFICE SUPPLIES 301 TELEPHONE 3,350 POSTAGE AND DELIVERY 217 DUES & SUBSCRIPTIONS 881 WEBSITE DEVELOPMENT 240 MILEAGE 1,061 TRAVEL - OTHER 832 LODGING 1,858 COURSE/SEMINAR EXPENSE 39,775 EDUCATION DEVELOPMENT 6,776 TOTAL 55,768 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 2,507 2,507 LESS ACCUMULATED DEPRECIATION 2,507 2,507 TOTAL 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PAYROLL LIABILITIES 2,194 2,025 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE APPRAISAL INSTITUTE IS THE ACKNOWLEDGED LEADER IN RESIDENTIAL AND COMMERCIAL APPRAISAL EDUCATION, RESEARCH, PUBLISHING AND PROFESSIONAL MEMBER DESIGNATION PROGRAMS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE APPRAISAL INSTITUTE HAS AN EXTENSIVE CURRICULUM OF COURSES AND SPECIALTY SEMINARS WITH OVER 15 CLASSES TO CHOOSE FROM, ALONG WITH BOOKS AND RESEARCH MATERIALS ON BASIC VALUATION THEORIES. IT ALSO PUBLISHED TWO QUARTERLY PERIODICALS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | FREDERICK WITTE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8604829992 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-05-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | CT CHAPTER OF THE APPRAISAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | INSTITUTE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CTCH |
| ReturnHeader/Filer/EIN | 0 | 066068923 |
| ReturnHeader/Filer/PhoneNum | 0 | 8604829992 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 509 |
| ReturnHeader/Filer/USAddress/City | 0 | TORRINGTON |
| ReturnHeader/Filer/USAddress/State | 0 | CT |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 06790 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | ADAMS SAMARTINO & COMPANY PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | PO BOX 273 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | BRISTOL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 060110273 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8605838675 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-05-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LIBBY DIANE |
| ReturnHeader/ReturnTs | 0 | 2014-05-14T14:57:32-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $80,617
- Liabilities
- $2,025
- Net assets
- $78,592
- Revenue
- $115,680
- Expenses
- $117,334
- Net income
- -$1,654