Civic Intelligence

Appraisal Institute

990EZ • Fiscal year 2016 • EIN 16-6052035

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 30, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

40th percentile

-0.8%

Higher net margin than 40% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-1.1%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$30,202

Down $325 (-1.1%) from 2015

Net Assets

Down

$30,202

Down $325 (-1.1%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Down

$43,125

Down $12,423 (-22%) from 2015

Expenses

Down

$43,450

Down $4,718 (-9.8%) from 2015

Net Income

Down

-$325

Down $7,705 (-104%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2016

Assets$30,202
Liabilities-
Net Assets$30,202
Open 2016 Filing

Operations Trend

Revenue Growth15th 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

2016

Revenue$43,125
Expenses$43,450
Net Income-$325
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 30, 2017
Return Version
2016v3.0
Gross Receipts
$43,125
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 Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK GRANTPresident-$0--
WILLIAM BEYERBACHPresident El-$0--
PHILIP COUGHLINTreasurer-$0--
DANIEL BARNARDDirector-$0--
ROBIN KUBICKIDirector-$0--
JOHN RYNEDirector-$0--
STEPHEN FERRARASecretary-$0--
CHRISTOPHER HARLANDDirector-$0--
MICHAEL COLESDirector-$0--
SHAWN RILEYDirector-$0--
PAMELA BUKYSDirector-$0--
DENISE RHOADSDirector-$0--
JOHN MAKODirector-$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
Philip Coughlin
Title
Treasurer
Phone
8453602510
Signed
2017-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Peters & Associates Cpas Pc
Address
1008 CORNELIA ST, UTICA, NY 13502
Preparer
Mark C Peters CPA
Phone
3157970560
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office exp. 2,208 conferences and meetings 20,933 total 23,141”

Form 990-ez, Part II, Line 24

“364 364 TOTAL 364 364”

Form 990-ez, Part III

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

Raw XML Appendix142 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/PersonNm0YVETTE MOLINAS
IRS990EZ/BooksInCareOfDetail/PhoneNum08453602510
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06 CAMELOT DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt06 CAMELOT DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WARWICK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010990
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030163
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029838
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-325
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020309
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030527
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030202
IRS990EZ/GrossReceiptsAmt043125
IRS990EZ/GroupExemptionNum09464
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0546
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013069
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030527
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030202
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030527
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030202
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12000.00
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/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK GRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM BEYERBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHILIP COUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIEL BARNARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBIN KUBICKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN RYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHEN FERRARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRISTOPHER HARLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL COLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SHAWN RILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10PAMELA BUKYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DENISE RHOADS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JOHN MAKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0364
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0364
IRS990EZ/OtherExpensesTotalAmt023141
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO AFFORD MEMBERS A SUITABLE MEANS FOR EXCHANGING INFORMATION, IDEAS AND EXPERIENCES.
IRS990EZ/ProgramServiceRevenueAmt029510
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO AFFORD MEMBERS A SUITABLE MEANS FOR EXCHANGING INFORMATION, IDEAS AND EXPERIENCES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043450
IRS990EZ/TotalRevenueAmt043125
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0UPSTATEAPPRAISERS.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXP. 2,208 CONFERENCES AND MEETINGS 20,933 TOTAL 23,141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1364 364 TOTAL 364 364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO AFFORD MEMBERS A SUITABLE MEANS FOR EXCHANGING INFORMATION, IDEAS AND EXPERIENCES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP COUGHLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08453602510
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06884C7BDF36DE538A0E15ABCE623FE1B38DE0559
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06884C7BDF36DE538A0E15ABCE623FE1B38DE0559
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161596432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERS & ASSOCIATES CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01008 CORNELIA ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UTICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013502
ReturnHeader/PreparerPersonGrp/PhoneNum03157970560
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK C PETERS CPA
ReturnHeader/ReturnTs02017-08-08T11:07:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,202
Liabilities
-
Net assets
$30,202
Revenue
$43,125
Expenses
$43,450
Net income
-$325
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