Civic Intelligence

Appraisal Institute

990EZ • Fiscal year 2014 • EIN 16-6052035

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 15, 2015

Organization ProfileUPSTATEAPPRAISERS.COM
6 Camelot DriveWarwick, NY 10990

(845) 360-2510

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

19th percentile

-15%

Faster asset growth than 19% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-27%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,147

Down $4,158 (-15%) from 2013

Net Assets

Down

$23,147

Down $4,158 (-15%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$37,878

Down $13,866 (-27%) from 2013

Expenses

Down

$42,036

Down $16,327 (-28%) from 2013

Net Income

Up

-$4,158

Up $2,461 (+37%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$23,147
Liabilities-
Net Assets$23,147
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$37,878
Expenses$42,036
Net Income-$4,158
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 15, 2015
Return Version
2014v5.0
Gross Receipts
$37,878
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
TO AFFORD MEMBERS A SUITABLE MEANS FOR EXCHANGING INFORMATION, IDEAS AND EXPERIENCES.--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM KIMBALLPresident-$0--
MARK GRANTVice President-$0--
WILLIAM BEYERBACHTreasurer-$0--
PHILIP COUGHLINSecretary-$0--
KEVIN BRUCKNERDirector-$0--
ROBIN KUBICKIDirector-$0--
JOHN RYNEDirector-$0--
SANDRA SMITHDirector-$0--
MICHAEL COLESDirector-$0--
SHAWN RILEYDirector-$0--
PAMELA BUKYSDirector-$0--
DENISE RHOADSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Appraisal Institute
EIN
16-6052035
Phone
8453602510
Address
6 CAMELOT DRIVE, WARWICK, NY 10990

Signing Officer

Name
William Beyerbach
Title
Treasurer
Signed
2015-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Moore & Hart CPAs
Address
PO Box 477, Utica, NY 13503-0477
Preparer
David J Upcraft CPA
Phone
3157970560
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $738”

Other Expenses.1

“Conferences/convention/meeting $16878”

Other Assets.1002

“Furniture and Fixtures - Beginning $364 Furniture and Fixtures - Ending $364”

Raw XML Appendix141 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08453602510
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WARWICK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010990
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026941
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022783
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4158
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt024420
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt037878
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum09464
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0238
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015635
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027305
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027305
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM KIMBALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK GRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM BEYERBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHILIP COUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEVIN BRUCKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBIN KUBICKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN RYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SANDRA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL COLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SHAWN RILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10PAMELA BUKYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DENISE RHOADS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0364
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0364
IRS990EZ/OtherExpensesTotalAmt017616
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO AFFORD MEMBERS A SUITABLE MEANS FOR EXCHANGING INFORMATION, IDEAS AND EXPERIENCES.
IRS990EZ/ProgramServiceRevenueAmt022005
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO AFFORD MEMBERS A SUITABLE MEANS FOR EXCHANGING INFORMATION, IDEAS AND EXPERIENCES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042036
IRS990EZ/TotalRevenueAmt037878
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0UPSTATEAPPRAISERS.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFERENCES/CONVENTION/MEETING $16878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Furniture and Fixtures - Beginning $364 Furniture and Fixtures - Ending $364
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1002
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BEYERBACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPRAISAL INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UPSTATE NEW YORK CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0APPR
ReturnHeader/Filer/EIN0166052035
ReturnHeader/Filer/PhoneNum08453602510
ReturnHeader/Filer/USAddress/AddressLine1Txt06 CAMELOT DRIVE
ReturnHeader/Filer/USAddress/CityNm0WARWICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moore & Hart CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 477
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Utica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0135030477
ReturnHeader/PreparerPersonGrp/PhoneNum03157970560
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J UPCRAFT CPA
ReturnHeader/ReturnTs02015-07-28T05:26:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,147
Liabilities
-
Net assets
$23,147
Revenue
$37,878
Expenses
$42,036
Net income
-$4,158
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