Civic Intelligence

Metropolitan Ny Chapter--

EIN 11-6038130 • 501(c)6 • Chicago, IL

Profile

To provide members with educational courses, programs, literature and guidance for the advancement in the science of appraisal techniques and procedures. To provide the opportunity for interraction and discussion of issues and developments in the field of appraisal with fellow professionals and leaders in the field.

Refreshing map…

200 W Madison St Ste 2000Chicago, IL 60606-3515

www.appraisalinstitute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.14x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

45th percentile

-1.2%

Higher net margin than 45% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-1.5%

Faster asset growth than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

5.4%

Faster revenue growth than 58% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$233,947

Down $3,651 (-1.5%) from 2023

Liabilities

Up

$32,010

Up $383 (+1.2%) from 2023

Net Assets

Down

$201,937

Down $4,034 (-2.0%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin45th percentile

Revenue

Up

$328,847

Up $16,821 (+5.4%) from 2023

Expenses

Down

$332,881

Down $2,772 (-0.8%) from 2023

Net Income

Up

-$4,034

Up $19,593 (+83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $147,499Liabilities 2010: $0Net Assets 2010: $147,4992010Assets 2011: $100,765Liabilities 2011: $0Net Assets 2011: $100,7652011Assets 2012: $91,128Liabilities 2012: $0Net Assets 2012: $91,1282012Assets 2013: $115,437Liabilities 2013: $0Net Assets 2013: $115,4372013Assets 2014: $168,044Liabilities 2014: $0Net Assets 2014: $168,0442014Assets 2015: $134,426Liabilities 2015: $0Net Assets 2015: $134,4262015Assets 2016: $171,762Liabilities 2016: $0Net Assets 2016: $171,7622016Assets 2017: $206,105Liabilities 2017: $0Net Assets 2017: $206,1052017Assets 2018: $167,977Liabilities 2018: $0Net Assets 2018: $167,9772018Assets 2019: $198,524Liabilities 2019: $0Net Assets 2019: $198,5242019Assets 2020: $238,561Liabilities 2020: $37,776Net Assets 2020: $200,7852020Assets 2021: $273,573Liabilities 2021: $34,960Net Assets 2021: $238,6132021Assets 2022: $277,473Liabilities 2022: $47,875Net Assets 2022: $229,5982022Assets 2023: $237,598Liabilities 2023: $31,627Net Assets 2023: $205,9712023Assets 2024: $233,947Liabilities 2024: $32,010Net Assets 2024: $201,9372024

Highlighted filing

2024

Assets$233,947
Liabilities$32,010
Net Assets$201,937
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $277,6402010Expenses 2011: $352,8012011Revenue 2012: $330,113Expenses 2012: $339,750Net Income 2012: -$9,6372012Revenue 2013: $470,701Expenses 2013: $447,392Net Income 2013: $23,3092013Revenue 2014: $486,025Expenses 2014: $433,418Net Income 2014: $52,6072014Revenue 2015: $418,663Expenses 2015: $452,281Net Income 2015: -$33,6182015Revenue 2016: $464,555Expenses 2016: $430,171Net Income 2016: $34,3842016Revenue 2017: $448,189Expenses 2017: $413,846Net Income 2017: $34,3432017Revenue 2018: $422,870Expenses 2018: $460,998Net Income 2018: -$38,1282018Revenue 2019: $436,920Expenses 2019: $406,373Net Income 2019: $30,5472019Revenue 2020: $252,010Expenses 2020: $249,749Net Income 2020: $2,2612020Revenue 2021: $269,495Expenses 2021: $231,667Net Income 2021: $37,8282021Revenue 2022: $322,039Expenses 2022: $331,054Net Income 2022: -$9,0152022Revenue 2023: $312,026Expenses 2023: $335,653Net Income 2023: -$23,6272023Revenue 2024: $328,847Expenses 2024: $332,881Net Income 2024: -$4,0342024

Highlighted filing

2024

Revenue$328,847
Expenses$332,881
Net Income-$4,034
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$233,947
Liabilities
$32,010
Net assets
$201,937
Revenue
$328,847
Expenses
$332,881
Net income
-$4,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.32$2.02$3.29$3.33$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.32$2.06$3.12$3.36$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.48$2.30$3.22$3.31$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.35$2.39$2.69$2.32$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.38$2.01$2.52$2.50$0.02
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.99$0.00$1.99$4.37$4.06$0.31
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$4.23$4.61$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$4.48$4.14$0.34
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.00$1.72$4.65$4.30$0.34
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$4.19$4.52$0.34
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$4.86$4.33$0.53
2013Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$4.71$4.47$0.23
2012Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$3.30$3.40$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$3.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$2.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.1
Gross Receipts
$328,847
Mission and Program Overview

Mission

To provide members with educational courses, programs, literature and guidance for the advancement in the science of appraisal techniques and procedures. To provide the opportunity for interraction and discussion of issues and developments in the field of appraisal with fellow professionals and leaders in the field.

To empower valuation professionals through community credentialing education body of knowledge and ethical standards.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$194,058$203,516▲ $9,458
Accounts Receivable$43,540$30,431▼ $13,109
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$237,598$233,947▼ $3,651
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$31,627$32,010▲ $383
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$31,627$32,010▲ $383
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$205,971$201,937▼ $4,034
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$205,971$201,937▼ $4,034
Total Liabilities and Net Assets / Fund Balance$237,598$233,947▼ $3,651

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$20,662$20,662
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Mark Godfrey MAIPast President
Patrick T Craig MAIPresident
Adam L Wald MAIVice President
Helene B Jacobson MAIVice President
Amanda Aaron MAIDirector
Betsy Mak MAI AI-RRSDirector
Brian McKeown MAI AI-GRSDirector
Catherine Gu MAIDirector
Ginna Currie MAIDirector
Jonathan Jaeger MAIDirector
Keith Stillman MAIDirector
Marc Nakleh MAIDirector
Marilyn WeitzmanDirector
Mark Vollmer MAIDirector
Megan Tursi MAI AI-GRSDirector
Michael Garcia MAIDirector
Robert Nardella MAIDirector
William McKenna MAI AI-GRSDirector
Bobby Porto MAISecretary
Rebecca Larrabee MAITreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,301
Program Service Revenue
$326,546
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,301
Change in Net Assets
$-4,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$194,984
Salaries, Compensation, and Employee Benefits$137,897
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$0$0$0$120,000
Conferences and Meetings$0$0$0$49,058
Occupancy$0$0$0$29,326
Office Expenses$0$0$0$14,901
Other Employee Benefits$0$0$0$10,527
Travel$0$0$0$9,206
Payroll Taxes$0$0$0$7,370
Fees for Services Accounting$0$0$0$2,250
Fees for Services Management$0$0$0$1,200
Advertising$0$0$0$571
Information Technology$0$0$0$62
Total Functional Expenses$0$0$0$332,881
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI, Line 6

“Chapters have designated members candidates practicing affiliates and honorary members as defined in the National Bylaws of the Appraisal Institute.”

Part VI, Line 7A

“The designated members candidates practicing affiliates and affiliates belonging to the chapter shall proceed to elect the necessary chapter officers directors representatives and at the option of the chapter alternative representatives for the succeeding year.”

Part VI, Line 7B

“The National Board of Directors may suspend or revoke chapters charter for cause after six 6 months notice by a two-thirds 2 3 vote of those directors present at a regular or special meeting.”

Part VI, Line 11A

“The tax return is emailed in PDF format to all officers and board members for their review and approval.”

Part VI, Line 19

“The organization makes its governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Metropolitan New York Chapter of the Appraisal Institute
EIN
11-6038130
Phone
3123354100
Address
200 W MADISON ST STE 2000, CHICAGO, IL 60606-3515

Signing Officer

Name
Elizabeth Kramer
Title
Controller
Phone
3123354143
Signed
2025-11-14

Organization Details

Principal Officer
Thomas Tener
Formed
1991
Legal Domicile
Ny
Voting Board Members
18
Independent Board Members
18
Employees
1
Volunteers
20
Raw XML AppendixShowing 400 of 683 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Patrick T Craig MAI
IRS990/Form990PartVIISectionAGrp/PersonNm1Helene B Jacobson MAI
IRS990/Form990PartVIISectionAGrp/PersonNm2Adam L Wald MAI
IRS990/Form990PartVIISectionAGrp/PersonNm3Bobby Porto MAI
IRS990/Form990PartVIISectionAGrp/PersonNm4Rebecca Larrabee MAI
IRS990/Form990PartVIISectionAGrp/PersonNm5Mark Godfrey MAI
IRS990/Form990PartVIISectionAGrp/PersonNm6Amanda Aaron MAI
IRS990/Form990PartVIISectionAGrp/PersonNm7Ginna Currie MAI
IRS990/Form990PartVIISectionAGrp/PersonNm8Michael Garcia MAI
IRS990/Form990PartVIISectionAGrp/PersonNm9Catherine Gu MAI
IRS990/Form990PartVIISectionAGrp/PersonNm10Jonathan Jaeger MAI
IRS990/Form990PartVIISectionAGrp/PersonNm11William McKenna MAI AI-GRS
IRS990/Form990PartVIISectionAGrp/PersonNm12Betsy Mak MAI AI-RRS
IRS990/Form990PartVIISectionAGrp/PersonNm13Brian McKeown MAI AI-GRS
IRS990/Form990PartVIISectionAGrp/PersonNm14Robert Nardella MAI
IRS990/Form990PartVIISectionAGrp/PersonNm15Marc Nakleh MAI
IRS990/Form990PartVIISectionAGrp/PersonNm16Keith Stillman MAI
IRS990/Form990PartVIISectionAGrp/PersonNm17Megan Tursi MAI AI-GRS
IRS990/Form990PartVIISectionAGrp/PersonNm18Mark Vollmer MAI
IRS990/Form990PartVIISectionAGrp/PersonNm19Marilyn Weitzman
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