Civic Intelligence

Arizona Enneagram Association

EIN 26-3795881 • 501(c)3 • Phoenix, AZ

Profile

To educate people in the enneagram of personality types. Proceeds allow for training programs, provide scholarships and support special events that bring in highly trained teachers from around the country.

3104 E Camelback RoadPhoenix, AZ 85016

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

25th percentile

-17%

Higher net margin than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

87th percentile

$6,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

29th percentile

-21%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$61,172

Up $3,784 (+6.6%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$61,172

Up $3,784 (+6.6%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Up

$115,816

Up $29,954 (+35%) from 2017

Expenses

Up

$112,032

Up $11,395 (+11%) from 2017

Net Income

Up

$3,784

Up $18,559 (+126%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$100K$50K$0Assets 2011: $37,975Net Assets 2011: $37,9752011Assets 2013: $63,617Liabilities 2013: $18Net Assets 2013: $63,5992013Assets 2014: $56,594Liabilities 2014: $48Net Assets 2014: $56,5462014Assets 2015: $88,793Net Assets 2015: $88,7932015Assets 2016: $72,938Net Assets 2016: $72,9382016Assets 2017: $57,388Net Assets 2017: $57,3882017Assets 2018: $61,172Net Assets 2018: $61,1722018

Highlighted filing

2018

Assets$61,172
Liabilities-
Net Assets$61,172
Open 2018 Filing

Operations Trend

Revenue Growth80th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $58,780Expenses 2011: $36,817Net Income 2011: $21,9632011Revenue 2013: $84,859Expenses 2013: $61,346Net Income 2013: $23,5132013Revenue 2014: $63,424Expenses 2014: $70,477Net Income 2014: -$7,0532014Revenue 2015: $94,065Expenses 2015: $61,712Net Income 2015: $32,3532015Revenue 2016: $63,953Expenses 2016: $79,880Net Income 2016: -$15,9272016Revenue 2017: $85,862Expenses 2017: $100,637Net Income 2017: -$14,7752017Revenue 2018: $115,816Expenses 2018: $112,032Net Income 2018: $3,7842018

Highlighted filing

2018

Revenue$115,816
Expenses$112,032
Net Income$3,784
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$61,172
Liabilities
-
Net assets
$61,172
Revenue
$115,816
Expenses
$112,032
Net income
$3,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.16$1.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.86$1.01$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.64$0.80$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.94$0.62$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.63$0.70$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.85$0.61$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.38$0.59$0.37$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 20, 2019
Return Version
2018v3.1
Gross Receipts
$115,816
Mission and Program Overview

Mission

To educate people in the enneagram of personality types. Proceeds allow for training programs, provide scholarships and support special events that bring in highly trained teachers from around the country.

Program Services

DescriptionGrantsExpenses
EDUCATING PEOPLE IN THE TEACHINGS OF THE ENNEAGRAM PHILOSOPHY--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAYE ANDRESExecutive DirectorPT$32,086-$32,086
SHEILA GRANTAdmin AssistantPT$12,000-$12,000
JENNIFER GLAZARVice PresidentPT$0--
JUDITH SHOOBPresident-$0--
SANDY HOGANSecretary-$0--
JENNY YODERDirector-$0--
SUNIL AHUJADirector-$0--
Filing and Contact Details

Filer

Filer Name
Arizona Enneagram Association
EIN
26-3795881
Phone
6028881381
Address
3104 E CAMELBACK ROAD, Phoenix, AZ 85016

Signing Officer

Name
Judy Shoob
Title
President
Phone
6028881381
Signed
2019-03-20
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
16605 E PALISADES BLVD, FOUNTAIN HILLS, AZ 85268
Preparer
Joan Atchinson
Phone
4808373429
Supplemental Narrative

Additional Explanations

Page 1 Line 8

“Attendance certificates and smile income”

Page 1 Line 16

“ADMINSTRATIVE COSTS”

Raw XML Appendix168 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JAYE ANDRES
CompensationExplanation/CompensationExplanationGrp/PersonNm1SHEILA GRANT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0DIRECTOR FOR EVENTS AND OVERSEEING ORGANIZATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1ACCOUNTING AND ASSISTANT TO AEA BOARD INPUTING DONATIONS, MEMBERSHIP AND BANKING
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHEILA GRANT
IRS990EZ/BooksInCareOfDetail/PhoneNum06028881381
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04427 E FREMONT ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Phoenix
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085042
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057388
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061172
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019070
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03784
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012393
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057388
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061172
IRS990EZ/FundraisingGrossIncomeAmt083968
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03016
IRS990EZ/GrossReceiptsAmt0115816
IRS990EZ/GrossSalesOfInventoryAmt03016
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09206
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057388
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061172
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057388
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061172
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt217.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt132086
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt212000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER GLAZAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAYE ANDRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHEILA GRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUDITH SHOOB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDY HOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNY YODER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUNIL AHUJA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ADMIN ASSISTANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054356
IRS990EZ/OtherRevenueTotalAmt0556
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE PEOPLE IN THE ENNEAGRAM OF PERSONALITY TYPES. PROCEEDS ALLOW FOR TRAINING PROGRAMS, PROVIDE SCHOLARSHIPS AND SUPPORT SPECIAL EVENTS THAT BRING IN HIGHLY TRAINED TEACHERS FROM AROUND THE COUNTRY.
IRS990EZ/PrintingPublicationsPostageAmt0867
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATING PEOPLE IN THE TEACHINGS OF THE ENNEAGRAM PHILOSOPHY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt044416
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt083968
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0112032
IRS990EZ/TotalRevenueAmt0115816
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ARIZONAENNEAGRAM.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06308
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028313
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0108
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0106661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt079881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt087446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0378869
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0108
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0407182
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0115866
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082506
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093754
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063381
IRS990ScheduleA/Total509Grp/TotalAmt0407182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0115866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt093778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063424
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0407290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ATTENDANCE CERTIFICATES AND SMILE INCOME
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINSTRATIVE COSTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE 1 LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY SHOOB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06028881381
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARIZONA ENNEAGRAM ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ARIZ
ReturnHeader/Filer/EIN0263795881
ReturnHeader/Filer/PhoneNum06028881381
ReturnHeader/Filer/USAddress/AddressLine1Txt03104 E CAMELBACK ROAD
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085016
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E8D2962711EE015752A98CA2B3EBDD809BE0C7B6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E8D2962711EE015752A98CA2B3EBDD809BE0C7B6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.184.106.50
ReturnHeader/FilingSecurityInformation/IPDt02019-03-30
ReturnHeader/FilingSecurityInformation/IPTm020:00:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452460841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016605 E PALISADES BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOUNTAIN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085268
ReturnHeader/PreparerPersonGrp/PhoneNum04808373429
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joan Atchinson
ReturnHeader/ReturnTs02019-03-31T00:56:00Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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