Civic Intelligence

Appraisal Institute

EIN 16-6052035 • 501(c)6 • Chicago, IL

Profile

To afford members a suitable means for exchanging information, ideas and experiences.

200 W Madison St Ste 2000Chicago, IL 60606

upstateappraisers.com

Siviq Scores

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

Liabilities / Assets

79th percentile

0.17x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.16x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

40th percentile

-4.4%

Higher net margin than 40% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

35th percentile

-11%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

44th percentile

-4.0%

Faster revenue growth than 44% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$59,395

Down $7,511 (-11%) from 2023

Liabilities

Down

$9,918

Down $5,228 (-35%) from 2023

Net Assets

Down

$49,477

Down $2,283 (-4.4%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin40th percentile

Revenue

Down

$63,459

Down $2,618 (-4.0%) from 2023

Expenses

Up

$66,225

Up $4,840 (+7.9%) from 2023

Net Income

Down

-$2,766

Down $7,458 (-159%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$80K$60K$40K$20K$0Assets 2011: $41,263Net Assets 2011: $41,2632011Assets 2012: $33,924Net Assets 2012: $33,9242012Assets 2013: $27,305Net Assets 2013: $27,3052013Assets 2014: $23,147Net Assets 2014: $23,1472014Assets 2015: $30,527Net Assets 2015: $30,5272015Assets 2016: $30,202Net Assets 2016: $30,2022016Assets 2017: $31,069Net Assets 2017: $31,0692017Assets 2022: $57,017Liabilities 2022: $11,630Net Assets 2022: $45,3872022Assets 2023: $66,906Liabilities 2023: $15,146Net Assets 2023: $51,7602023Assets 2024: $59,395Liabilities 2024: $9,918Net Assets 2024: $49,4772024

Highlighted filing

2024

Assets$59,395
Liabilities$9,918
Net Assets$49,477
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$100K$50K$0-$50KRevenue 2011: $54,886Expenses 2011: $62,975Net Income 2011: -$8,0892011Revenue 2012: $65,446Expenses 2012: $72,785Net Income 2012: -$7,3392012Revenue 2013: $51,744Expenses 2013: $58,363Net Income 2013: -$6,6192013Revenue 2014: $37,878Expenses 2014: $42,036Net Income 2014: -$4,1582014Revenue 2015: $55,548Expenses 2015: $48,168Net Income 2015: $7,3802015Revenue 2016: $43,125Expenses 2016: $43,450Net Income 2016: -$3252016Revenue 2017: $48,350Expenses 2017: $47,483Net Income 2017: $8672017Revenue 2022: $71,882Expenses 2022: $65,479Net Income 2022: $6,4032022Revenue 2023: $66,077Expenses 2023: $61,385Net Income 2023: $4,6922023Revenue 2024: $63,459Expenses 2024: $66,225Net Income 2024: -$2,7662024

Highlighted filing

2024

Revenue$63,459
Expenses$66,225
Net Income-$2,766
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,395
Liabilities
$9,918
Net assets
$49,477
Revenue
$63,459
Expenses
$66,225
Net income
-$2,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.4$9.92$49.5$63.5$66.2$2.77
2023Detailed filing. Detailed filing data is available for this year.$66.9$15.1$51.8$66.1$61.4$4.69
2022Detailed filing. Detailed filing data is available for this year.$57.0$11.6$45.4$71.9$65.5$6.40
2017Detailed filing. Detailed filing data is available for this year.$31.1$31.1$48.4$47.5$0.87
2016Detailed filing. Detailed filing data is available for this year.$30.2$30.2$43.1$43.5$0.33
2015Detailed filing. Detailed filing data is available for this year.$30.5$30.5$55.5$48.2$7.38
2014Detailed filing. Detailed filing data is available for this year.$23.1$23.1$37.9$42.0$4.16
2013Detailed filing. Detailed filing data is available for this year.$27.3$27.3$51.7$58.4$6.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.9$33.9$65.4$72.8$7.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.3$41.3$54.9$63.0$8.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.1
Gross Receipts
$63,459
Mission and Program Overview

Mission

To afford members a suitable means for exchanging information, ideas and experiences.

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

Program Services

DescriptionGrantsExpenses
Education - The Appraisal Institute provides a curriculum of courses and seminars for residential and commercial real estate appraisal.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shawn M Riley MAIPresident-$0--
Thomas P LaBelle MAI AI-GRSVice-President-$0--
Robert S Chelus AI-GRSTreasurer-$0--
Henry Jay Buhr MAISecretary-$0--
Stephen Chowaniec MAI AI-GRSBranch Chapter Chair-$0--
Justin Martin MAIDirector-$0--
P Richard Coughlin MAIDirector-$0--
Mark Grant MAIDirector-$0--
William Kimball MAIDirector-$0--
Andrew Carey MAIDirector-$0--
Zack Smith MAI AI-GRSDirector-$0--
Stephen V Ferrara SRAImmediate Past President-$0--
Political and Lobbying Activity
In-house lobbying only
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$0
Section 527 Activity Spending$0
Total Exempt Function Spending$0
Filing and Contact Details

Filer

Filer Name
Upstate New York Chapter of the Appraisal Institute
EIN
16-6052035
Address
200 W MADISON ST STE 2000, CHICAGO, IL 60606

Signing Officer

Name
Elizabeth Kramer
Title
Controller
Phone
3123354143
Signed
2025-11-13
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Office Expenses, $780| Information Tech, $260| Travel, $1292| Conferences Meetings, $5462| Administrative Fees, $1976| Education Expense, $26956|”

Part I, line 20

“| Explanation:, Amount:| Unrealized Gain on Investments, $483|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $3048, $0| Prepaid Expenses, $769, $0|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $1653, $3544| Deferred Revenue, $13493, $6374|”

Raw XML Appendix190 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Office Expenses, $780| Information Tech, $260| Travel, $1292| Conferences Meetings, $5462| Administrative Fees, $1976| Education Expense, $26956|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, Amount:| Unrealized Gain on Investments, $483|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $3048, $0| Prepaid Expenses, $769, $0|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $1653, $3544| Deferred Revenue, $13493, $6374|
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxYr02024

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