Civic Intelligence

Ism-Arizona

990EZ • Fiscal year 2016 • EIN 23-7158019

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 13, 2016

Organization ProfileN/A
PO Box 31276Phoenix, AZ 85046

(602) 253-6453

Siviq Scores

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

Liabilities / Assets

78th percentile

0.16x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

22nd percentile

-9.8%

Higher net margin than 22% 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

33rd percentile

-5.6%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

31st percentile

-7.7%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$107,824

Down $9,812 (-8.3%) from 2014

Net Assets

Down

$90,764

Down $9,812 (-9.8%) from 2014

Liabilities

Flat

$17,060

Flat from 2014

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin22nd percentile

Revenue

Down

$65,840

Down $21,545 (-25%) from 2014

Expenses

Down

$72,269

Down $25,901 (-26%) from 2014

Net Income

Up

-$6,429

Up $4,356 (+40%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$150K$100K$50K$0Assets 2013: $128,421Liabilities 2013: $17,060Net Assets 2013: $111,3612013Assets 2014: $117,636Liabilities 2014: $17,060Net Assets 2014: $100,5762014Assets 2016: $107,824Liabilities 2016: $17,060Net Assets 2016: $90,7642016Assets 2017: $95,533Liabilities 2017: $17,060Net Assets 2017: $78,4732017Assets 2018: $80,286Liabilities 2018: $17,060Net Assets 2018: $63,2262018Assets 2019: $81,411Liabilities 2019: $17,060Net Assets 2019: $64,3512019Assets 2020: $84,695Liabilities 2020: $17,060Net Assets 2020: $67,6352020Assets 2021: $89,241Liabilities 2021: $17,060Net Assets 2021: $72,1812021

Highlighted filing

2016

Assets$107,824
Liabilities$17,060
Net Assets$90,764
Open 2016 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2013: $88,239Expenses 2013: $99,643Net Income 2013: -$11,4042013Revenue 2014: $87,385Expenses 2014: $98,170Net Income 2014: -$10,7852014Revenue 2016: $65,840Expenses 2016: $72,269Net Income 2016: -$6,4292016Revenue 2017: $51,889Expenses 2017: $64,180Net Income 2017: -$12,2912017Revenue 2018: $36,271Expenses 2018: $51,518Net Income 2018: -$15,2472018Revenue 2019: $17,116Expenses 2019: $15,991Net Income 2019: $1,1252019Revenue 2020: $10,038Expenses 2020: $6,754Net Income 2020: $3,2842020Revenue 2021: $7,936Expenses 2021: $3,390Net Income 2021: $4,5462021

Highlighted filing

2016

Revenue$65,840
Expenses$72,269
Net Income-$6,429
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 13, 2016
Return Version
2015v2.0
Gross Receipts
$65,840
Mission and Program Overview

Mission

Business Assocation

Program Services

DescriptionGrantsExpenses
Dues paid to association$22,515-
Seminars$11,119-
Monthly Meetings$9,472-
Fundraising/Scholarship$8,205-
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keith BrandtVP Membership-$0--
JC CampbellSec/Treas-$0--
Pamela KinneyBoard Advisor-$0--
Andrew PattersonVP Education-$0--
Jon EgenVP Marketing-$0--
Ranee HicksPresident-$0--
Barb SextonPresident Elect-$0--
Roy NicholsAsu Liaison-$0--
Roxanne TebowMarketing-$0--
Filing and Contact Details

Filer

Filer Name
ISM-Arizona
EIN
23-7158019
Phone
6022536453
Address
PO Box 31276, Phoenix, AZ 85046

Signing Officer

Name
JC Campbell
Title
Sec/Treas
Signed
2016-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Gaylor Tax Services LLC
Address
11811 N Tatum Blvd Suite 3055, Phoenix, AZ 85028
Preparer
Matthew T Gaylor EA
Phone
6024947641
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $853”

Other Expenses.1003

“Information Technology $1096”

Other Expenses.1007

“Conferences, Conventions, and Meetings $4117”

Other Expenses.1012

“Insurance $1676”

Other Expenses.1

“Dues and Fees $22515”

Other Expenses.2

“Dinner Meeting $8363”

Other Expenses.3

“Fundraising $5866”

Other Expenses.4

“Seminars $4827”

Other Expenses.5

“CC processing feees $2339”

Other Expenses.6

“CPM Study Class $2175”

Other Expenses.7

“Telephone $1412”

Other Expenses.8

“Program Speakers $1109”

Other Expenses.9

“Board Expenses $454”

Other Expenses.11

“Licenses & Permits $10”

Other Assets.1002

“Furniture and Fixtures - Beginning $4328 Furniture and Fixtures - Ending $4328”

Total Liabilities.1

“Dues Reserve - Beginning $17060 Dues Reserve - Ending $17060”

Raw XML Appendix164 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Nancy Roker
IRS990EZ/BooksInCareOfDetail/PhoneNum06022536453
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 31276
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Phoenix
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085046
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0109925
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0103496
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6429
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015365
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0114253
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107824
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt065840
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0376
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034686
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097193
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090764
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097193
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090764
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
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/PersonNm0Keith Brandt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JC Campbell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Pamela Kinney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrew Patterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jon Egen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ranee Hicks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Barb Sexton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Roy Nichols
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Roxanne Tebow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Sec/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Advisor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Education
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Marketing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ASU Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Marketing
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04328
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04328
IRS990EZ/OtherExpensesTotalAmt056812
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Business Assocation
IRS990EZ/PrintingPublicationsPostageAmt092
IRS990EZ/ProgramServiceRevenueAmt030778
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Monthly Meetings
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Seminars
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Fundraising/Scholarship
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Dues paid to association
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09472
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111119
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28205
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt322515
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017060
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017060
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072269
IRS990EZ/TotalProgramServiceExpensesAmt051311
IRS990EZ/TotalRevenueAmt065840
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $4117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues and Fees $22515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dinner Meeting $8363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fundraising $5866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Seminars $4827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CC processing feees $2339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CPM Study Class $2175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Telephone $1412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Program Speakers $1109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Board Expenses $454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Licenses & Permits $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Furniture and Fixtures - Beginning $4328 Furniture and Fixtures - Ending $4328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Dues Reserve - Beginning $17060 Dues Reserve - Ending $17060
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JC Campbell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sec/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ISM-Arizona
ReturnHeader/Filer/BusinessNameControlTxt0ISM-
ReturnHeader/Filer/EIN0237158019
ReturnHeader/Filer/PhoneNum06022536453
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 31276
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gaylor Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011811 N Tatum Blvd Suite 3055
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085028
ReturnHeader/PreparerPersonGrp/PhoneNum06024947641
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew T Gaylor EA
ReturnHeader/ReturnTs02016-10-31T10:56:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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
$107,824
Liabilities
$17,060
Net assets
$90,764
Revenue
$65,840
Expenses
$72,269
Net income
-$6,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.17$0.72$0.08$0.03$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.17$0.68$0.10$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.17$0.64$0.17$0.16$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.17$0.63$0.36$0.52$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.17$0.78$0.52$0.64$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.17$0.91$0.66$0.72$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.17$1.01$0.87$0.98$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.17$1.11$0.88$1.00$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • <$500k nonprofits