Civic Intelligence

Ism-Arizona

990EZ • Fiscal year 2018 • EIN 23-7158019

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 21, 2018

Organization Profilewww.ismaz.org
11445 E Via LindaScottsdale, AZ 85259

(623) 512-3195

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.21x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

0.47x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-42%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-16%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$80,286

Down $15,247 (-16%) from 2017

Net Assets

Down

$63,226

Down $15,247 (-19%) from 2017

Liabilities

Flat

$17,060

Flat from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin6th percentile

Revenue

Down

$36,271

Down $15,618 (-30%) from 2017

Expenses

Down

$51,518

Down $12,662 (-20%) from 2017

Net Income

Down

-$15,247

Down $2,956 (-24%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2018

Assets$80,286
Liabilities$17,060
Net Assets$63,226
Open 2018 Filing

Operations Trend

Revenue Growth11th 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

2018

Revenue$36,271
Expenses$51,518
Net Income-$15,247
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 21, 2018
Return Version
2017v2.2
Gross Receipts
$36,271
Mission and Program Overview

Mission

Business Assocation

Program Services

DescriptionGrantsExpenses
Dues paid to association$17,687-
Monthly Meetings$5,907-
Seminars$4,865-
Fundraising/Scholarship$4,316-
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sam CutruzzulaVP Education-$0--
JC CampbellSec/Treas-$0--
Merrilyn ForbinHouse-$0--
Roy NicholsAsu Liaison-$0--
Lise WilliamsExecutive Director-$0--
Steve TroxelPresident-$0--
Barb SextonPresident-Elect-$0--
Filing and Contact Details

Filer

Filer Name
ISM-Arizona
EIN
23-7158019
Phone
6235123195
Address
11445 E Via Linda, Scottsdale, AZ 85259

Signing Officer

Name
JC Campbell
Title
Sec/Treas
Signed
2018-12-21
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.1001

“Advertising and Promotion $52”

Other Expenses.1002

“Office Expenses $633”

Other Expenses.1003

“Information Technology $1203”

Other Expenses.1

“Dues and Fees $17687”

Other Expenses.2

“Dinner Meeting $5907”

Other Expenses.3

“Seminars $3601”

Other Expenses.4

“Fundraising $3000”

Other Expenses.5

“CC processing feees $1647”

Other Expenses.6

“Scholarship $1316”

Other Expenses.7

“Program Speakers $1264”

Other Expenses.8

“Telephone $1019”

Other Expenses.9

“Board Expenses $497”

Other Expenses.11

“Bank Charges $66”

Other Expenses.12

“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 Appendix158 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Lise Williams
IRS990EZ/BooksInCareOfDetail/PhoneNum06235123195
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 31276
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Phoenix
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085046
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt091205
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075958
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15247
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013215
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095533
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080286
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt036271
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017277
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078473
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063226
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078473
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063226
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sam Cutruzzula
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JC Campbell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Merrilyn Forbin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Roy Nichols
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lise Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Steve Troxel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Barb Sexton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP Education
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Sec/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2House
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASU Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President-Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04328
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04328
IRS990EZ/OtherExpensesTotalAmt037902
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Business Assocation
IRS990EZ/PrintingPublicationsPostageAmt0401
IRS990EZ/ProgramServiceRevenueAmt018974
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Monthly Meetings
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Seminars
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Fundraising/Scholarship
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Dues paid to association
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05907
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14865
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24316
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt317687
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017060
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017060
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051518
IRS990EZ/TotalProgramServiceExpensesAmt032775
IRS990EZ/TotalRevenueAmt036271
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.ismaz.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues and Fees $17687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dinner Meeting $5907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Seminars $3601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fundraising $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CC processing feees $1647
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Scholarship $1316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Program Speakers $1264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Telephone $1019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Board Expenses $497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank Charges $66
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.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JC Campbell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sec/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ISM-Arizona
ReturnHeader/Filer/BusinessNameControlTxt0ISM-
ReturnHeader/Filer/EIN0237158019
ReturnHeader/Filer/PhoneNum06235123195
ReturnHeader/Filer/USAddress/AddressLine1Txt011445 E Via Linda
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085259
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200625753
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/ReturnTs02018-12-21T11:08:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,286
Liabilities
$17,060
Net assets
$63,226
Revenue
$36,271
Expenses
$51,518
Net income
-$15,247
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
2018Detailed filing. Detailed filing data is available for this year.$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