Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
EIN 23-7420980 • 501(c)6 • Chicago, IL
Profile
To empower valuation professionals through community credentialing education body of knowledge and ethical standards.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Liabilities / Revenue
86th percentile
Higher debt load relative to revenue than 86% of similar nonprofits.
Net Margin
28th percentile
Higher net margin than 28% 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
41st percentile
Faster asset growth than 41% of similar nonprofits.
Revenue Growth
11th percentile
Faster revenue growth than 11% of similar nonprofits.
Assets
Down$103,261
Down $7,200 (-6.5%) from 2023
Liabilities
Up$14,050
Up $137 (+1.0%) from 2023
Net Assets
Down$89,211
Down $7,337 (-7.6%) from 2023
Revenue
Down$61,121
Down $65,309 (-52%) from 2023
Expenses
Down$69,271
Down $55,312 (-44%) from 2023
Net Income
Down-$8,150
Down $9,997 (-541%) from 2023
Most recent year
2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.
Membership education/training
To empower valuation professionals through community credentialing education body of knowledge and ethical standards.
| Description | Grants | Expenses |
|---|---|---|
| Education - The Appraisal Institute provides a curriculum of courses and seminars for residential and commercial real estate appraisal. | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Mark Hendrickson MAI AI-GRS | Past President | - | $0 | - | - |
| Colleen Matthies MAI | President | - | $0 | - | - |
| Lee Stephens SRA | Vice President | - | $0 | - | - |
| Brent Johnson SRA AI-RRS | Treasurer | - | $0 | - | - |
| Kevin O'Harra | Secretary | - | $0 | - | - |
| John Morgan MAI | Director | - | $0 | - | - |
| Mark Watson MAI | Director | - | $0 | - | - |
| Scott Morey MAI | Director | - | $0 | - | - |
| Jennifer Simmonson | Director | - | $0 | - | - |
| Hector Monge MAI | Director | - | $0 | - | - |
| Jeremy Darner MAI SRA AI-GRS | Director | - | $0 | - | - |
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $3,880 |
| Total Nondeductible Lobbying and Political Cost | $3,880 |
| Political Expenditures | $0 |
| Section 527 Activity Spending | $0 |
| Total Exempt Function Spending | $0 |
“| Other Expenses:, Amount:| Administrative Fees, $3020| Conferences Meetings, $6970| Education Expenses, $20549| Information Technology, $2510| Lobbying, $3880| Office Expenses, $1379| Travel, $6850|”
“| Explanation:, Amount:| Unrealized loss on investments, $-5175|”
“| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $26095, $7735|”
“| Explanation:, BOYAmount:, EOYAmount:| Deferred Revenue, $17263, $18118|”
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 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Appraisal Institute |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3123354100 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 200 W MADISON ST STE 1500 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHICAGO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 606063515 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 99728 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 102268 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 2557 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -11500 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 22381 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 125823 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 110003 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 61942 |
| IRS990EZ/GroupExemptionNum | 0 | 9464 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1971 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 33676 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 108560 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 91885 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 108560 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 91885 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 5903 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.5 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.5 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1 |
| 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/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 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/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 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/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Mark Hendrickson MAI AI-GRS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Colleen Matthies MAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Lee Stephens SRA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Brent Johnson SRA AI-RRS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Kevin O'Harra |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | John Morgan MAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Mark Watson MAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Scott Morey MAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Jennifer Simmonson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Hector Monge MAI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Jeremy Darner MAI SRA AI-GRS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 26095 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 7735 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -5175 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 45158 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To empower valuation professionals through community credentialing education body of knowledge and ethical standards. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 23738 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Education - The Appraisal Institute provides a curriculum of courses and seminars for residential and commercial real estate appraisal. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 17263 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 18118 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 73442 |
| IRS990EZ/TotalRevenueAmt | 0 | 61942 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.aisandiego.org |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 3458 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/CarriedOverAmt | 0 | 422 |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 31597 |
| IRS990ScheduleC/Expended527ActivitiesAmt | 0 | 0 |
| IRS990ScheduleC/GrassrootsNontaxableGrp/AffiliatedGroupTotalAmt | 0 | 0 |
| IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt | 0 | 0 |
| IRS990ScheduleC/InternalFundsContributedAmt | 0 | 0 |
| IRS990ScheduleC/LobbyingNontaxableAmountGrp/AffiliatedGroupTotalAmt | 0 | 0 |
| IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt | 0 | 0 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 3880 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 3880 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/OtherExemptPurposeExpendGrp/AffiliatedGroupTotalAmt | 0 | 0 |
| IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt | 0 | 0 |
| IRS990ScheduleC/PoliticalExpendituresAmt | 0 | 0 |
| IRS990ScheduleC/Section4955ManagersTaxAmt | 0 | 0 |
| IRS990ScheduleC/Section4955OrganizationTaxAmt | 0 | 0 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleC/TotalDirectLobbyingGrp/AffiliatedGroupTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotalExemptFunctionExpendAmt | 0 | 0 |
| IRS990ScheduleC/TotalExemptPurposeExpendGrp/AffiliatedGroupTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotalGrassrootsLobbyingGrp/AffiliatedGroupTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotalLobbyingExpendGrp/AffiliatedGroupTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotalLobbyingExpendituresAmt | 0 | 0 |
| IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/AffiliatedGroupTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/AffiliatedGroupTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt | 0 | 0 |
| IRS990ScheduleC/VolunteerHoursCnt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Other Expenses:, Amount:| Administrative Fees, $3020| Conferences Meetings, $6970| Education Expenses, $20549| Information Technology, $2510| Lobbying, $3880| Office Expenses, $1379| Travel, $6850| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Explanation:, Amount:| Unrealized loss on investments, $-5175| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | | Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $26095, $7735| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | | Explanation:, BOYAmount:, EOYAmount:| Deferred Revenue, $17263, $18118| |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part II, line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Part II, line 26 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Lee Stephens |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SAN DIEGO CHAPTER OF THE APPRAISAL INSTITUTE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SAND |
| ReturnHeader/Filer/EIN | 0 | 237420980 |
| ReturnHeader/Filer/ForeignPhoneNum | 0 | 3123354100 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Colleen Matthies |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 200 W MADISON ST STE 1500 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHICAGO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 606063515 |
| ReturnHeader/ReturnTs | 0 | 2023-11-03T03:30:20-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
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