Civic Intelligence

San Diego Chapter of the Appraisal Institute

EIN 23-7420980 • 501(c)6 • Chicago, IL

Profile

To empower valuation professionals through community credentialing education body of knowledge and ethical standards.

200 W Madison St Ste 1500Chicago, IL 60606-3515

www.aisandiego.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.14x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.23x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

28th percentile

-13%

Higher net margin than 28% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-6.5%

Faster asset growth than 41% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-52%

Faster revenue growth than 11% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

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

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2013: $139,859Liabilities 2013: $0Net Assets 2013: $139,8592013Assets 2014: $128,445Liabilities 2014: $0Net Assets 2014: $128,4452014Assets 2015: $118,867Liabilities 2015: $0Net Assets 2015: $118,8672015Assets 2016: $150,508Liabilities 2016: $0Net Assets 2016: $150,5082016Assets 2017: $200,392Liabilities 2017: $0Net Assets 2017: $200,3922017Assets 2018: $197,287Liabilities 2018: $0Net Assets 2018: $197,2872018Assets 2019: $166,077Liabilities 2019: $0Net Assets 2019: $166,0772019Assets 2021: $125,823Liabilities 2021: $17,263Net Assets 2021: $108,5602021Assets 2022: $110,003Liabilities 2022: $18,118Net Assets 2022: $91,8852022Assets 2023: $110,461Liabilities 2023: $13,913Net Assets 2023: $96,5482023Assets 2024: $103,261Liabilities 2024: $14,050Net Assets 2024: $89,2112024

Highlighted filing

2024

Assets$103,261
Liabilities$14,050
Net Assets$89,211

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2013: $290,421Expenses 2013: $284,693Net Income 2013: $5,7282013Revenue 2014: $257,799Expenses 2014: $269,213Net Income 2014: -$11,4142014Revenue 2015: $249,513Expenses 2015: $259,091Net Income 2015: -$9,5782015Revenue 2016: $300,651Expenses 2016: $269,010Net Income 2016: $31,6412016Revenue 2017: $338,053Expenses 2017: $288,169Net Income 2017: $49,8842017Revenue 2018: $267,170Expenses 2018: $270,275Net Income 2018: -$3,1052018Revenue 2019: $197,002Expenses 2019: $228,212Net Income 2019: -$31,2102019Revenue 2021: $99,409Expenses 2021: $113,521Net Income 2021: -$14,1122021Revenue 2022: $61,942Expenses 2022: $73,442Net Income 2022: -$11,5002022Revenue 2023: $126,430Expenses 2023: $124,583Net Income 2023: $1,8472023Revenue 2024: $61,121Expenses 2024: $69,271Net Income 2024: -$8,1502024

Highlighted filing

2024

Revenue$61,121
Expenses$69,271
Net Income-$8,150

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$61,942
Mission and Program Overview

Mission

Membership education/training

To empower valuation professionals through community credentialing education body of knowledge and ethical standards.

Program Services

DescriptionGrantsExpenses
Education - The Appraisal Institute provides a curriculum of courses and seminars for residential and commercial real estate appraisal.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark Hendrickson MAI AI-GRSPast President-$0--
Colleen Matthies MAIPresident-$0--
Lee Stephens SRAVice President-$0--
Brent Johnson SRA AI-RRSTreasurer-$0--
Kevin O'HarraSecretary-$0--
John Morgan MAIDirector-$0--
Mark Watson MAIDirector-$0--
Scott Morey MAIDirector-$0--
Jennifer SimmonsonDirector-$0--
Hector Monge MAIDirector-$0--
Jeremy Darner MAI SRA AI-GRSDirector-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
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
Filing and Contact Details

Filer

Filer Name
San Diego Chapter of the Appraisal Institute
EIN
23-7420980
In Care Of
% Colleen Matthies
Address
200 W MADISON ST STE 1500, CHICAGO, IL 60606-3515

Signing Officer

Name
Lee Stephens
Title
President
Signed
2023-11-03
Supplemental Narrative

Additional Explanations

Part I, line 16

| Other Expenses:, Amount:| Administrative Fees, $3020| Conferences Meetings, $6970| Education Expenses, $20549| Information Technology, $2510| Lobbying, $3880| Office Expenses, $1379| Travel, $6850|

Part I, line 20

| Explanation:, Amount:| Unrealized loss on investments, $-5175|

Part II, line 24

| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $26095, $7735|

Part II, line 26

| Explanation:, BOYAmount:, EOYAmount:| Deferred Revenue, $17263, $18118|

Raw XML Appendix191 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $26095, $7735|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Deferred Revenue, $17263, $18118|
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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