Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 23-7067283 • 501(c)6 • Phoenix, AZ
Profile
In addition to the purposes set forth in the Chapter's articles of incorporation, the Chapter is organized for the purpose of (i) advancing and promoting the interests of The Society of Chartered Property and Casualty Underwriters, a Pennsylvania nonprofit corporation (the "Society") within the geographic area covered by the Chapter or specific interests within the Society as defined by the Society ("Territory"); and (ii) meeting the career needs of a diverse membership of insurance professionals so that they may serve others in a competent and ethical manner, and other appropriate professional and trade association purposes.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
51st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
$153,415
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Net Assets
$153,415
No earlier filing loaded for comparison.
Revenue
$34,786
No earlier filing loaded for comparison.
Expenses
$30,094
No earlier filing loaded for comparison.
Net Income
$4,692
No earlier filing loaded for comparison.
Most recent year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
In addition to the purposes set forth in the Chapter's articles of incorporation, the Chapter is organized for the purpose of (i) advancing and promoting the interests of The Society of Chartered Property and Casualty Underwriters, a Pennsylvania nonprofit corporation (the "Society") within the geographic area covered by the Chapter or specific interests within the Society as defined by the Society ("Territory"); and (ii) meeting the career needs of a diverse membership of insurance professionals so that they may serve others in a competent and ethical manner, and other appropriate professional and trade association purposes.
| Description | Grants | Expenses |
|---|---|---|
| Award scholarship to local students and assistance to universities in Arizona. | $10,000 | - |
| Networking event for members; one in person and others virtual due to Covid | $3,904 | - |
| I-day expense to have annual virtual event of insurance professionals for education | $1,939 | - |
| Chapter luncheon in person | $1,800 | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| David Keheler | President | PT | $0 | - | - |
| Lamont Boyd | Vice President | PT | $0 | - | - |
| Cynthia Chester | Secretary | PT | $0 | - | - |
| Susan C Miller | Treasurer | PT | $0 | - | - |
| Rena Strohemeier | Past President | PT | $0 | - | - |
“Advertising and Marketing I-day 504.00”
“Candidate Development $100”
“Chapter Luncheon 1850.00”
“Conference Registration 3130”
“I-day expense 1929.38”
“Insurance $300.00”
“Lite the Way Award 226.44”
“Meals and Entertainment 76.19”
“Networking event 3904.48”
“Office supplies and software and expenses 2400.89”
“Scholarship 10,000”
“Travel 5707.06”
“Scholarships to local AZ university 5 total in the amount of 2500”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Susan C Miller |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9076029162 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1985 E Todd Drive |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Tempe |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 85283 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 148723 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 153415 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 807 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4692 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 0 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 148723 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 153415 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 10000 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 34786 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 9 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 33495 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 148723 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 153415 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 148723 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 153415 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 10 |
| 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/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | David Keheler |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Lamont Boyd |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Cynthia Chester |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Susan C Miller |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Rena Strohemeier |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Past President |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 0 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 0 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | In addition to the purposes set forth in the Chapter's articles of incorporation, the Chapter is organized for the purpose of (i) advancing and promoting the interests of The Society of Chartered Property and Casualty Underwriters, a Pennsylvania nonprofit corporation (the "Society") within the geographic area covered by the Chapter or specific interests within the Society as defined by the Society ("Territory"); and (ii) meeting the career needs of a diverse membership of insurance professionals so that they may serve others in a competent and ethical manner, and other appropriate professional and trade association purposes. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 20094 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 475 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Award scholarship to local students and assistance to universities in Arizona. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | I-day expense to have annual virtual event of insurance professionals for education |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Chapter luncheon in person |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | Networking event for members; one in person and others virtual due to Covid |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 10000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 1939 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 1800 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 3 | 3904 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | AZ |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 30094 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 34786 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Advertising and Marketing I-day 504.00 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Candidate Development $100 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Chapter Luncheon 1850.00 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Conference Registration 3130 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | I-day expense 1929.38 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Insurance $300.00 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Lite the Way Award 226.44 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Meals and Entertainment 76.19 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Networking event 3904.48 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Office supplies and software and expenses 2400.89 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Scholarship 10,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Travel 5707.06 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Scholarships to local AZ university 5 total in the amount of 2500 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Header, Line A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Header, Line B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Header, Line C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Header, Line D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Header, Line E |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990-EZ, Header, Line F |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990-EZ, Header, Line G |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990-EZ, Header, Line H |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990-EZ, Header, Line I |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990-EZ, Header, Line J |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990-EZ, Header, Line K |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990-EZ, Header, Line L |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Form 990-EZ, Part I, Line 10 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL2 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd | 0 | 1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 11 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Susan Miller |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9076029162 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-05-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ARIZONA CPCU SOCIETY CHAPTER |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ARIZ |
| ReturnHeader/Filer/EIN | 0 | 237067283 |
| ReturnHeader/Filer/PhoneNum | 0 | 9076029162 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O Box 6184 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Phoenix |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 85261 |
| ReturnHeader/ReturnTs | 0 | 2022-05-12T21:22:49-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
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