Civic Intelligence

Arizona Enneagram Association

990EZ • Fiscal year 2016 • EIN 26-3795881

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 21, 2017

Organization ProfileN/A
3104 E Camelback RoadPhoenix, AZ 85016

(602) 888-1381

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$6,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$72,938

Down $15,855 (-18%) from 2015

Net Assets

Down

$72,938

Down $15,855 (-18%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$63,953

Down $30,112 (-32%) from 2015

Expenses

Up

$79,880

Up $18,168 (+29%) from 2015

Net Income

Down

-$15,927

Down $48,280 (-149%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$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

2016

Assets$72,938
Liabilities-
Net Assets$72,938
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$63,953
Expenses$79,880
Net Income-$15,927
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 21, 2017
Return Version
2016v3.0
Gross Receipts
$63,953
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 Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE SHEVLINAdministrative AsstPT$6,000-$6,000
JOAN ATCHINSONDirector/AccountantPT$5,500-$5,500
JAYE ANDRESExecutive DirectorPT$4,374-$4,374
JENNIFER GLAZARPresidentPT$0--
CHRIS POWERSVice PresidentPT$0--
LEE BUETTNERSecretaryPT$0--
DONNA CHASETreasurerPT$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
Joan Atchinson
Title
Director/accountant
Phone
6028881381
Signed
2017-03-21

Preparer

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

Additional Explanations

Other Income

“6144”

Classes

“5583”

Class Expenses

“5734”

Adminstrative Expenses

“72401”

Adjustment to Ending Balance

“72”

Raw XML Appendix145 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANE SHEVLIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS POWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEE BUETTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOAN ATCHINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DONNA CHASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAYE ANDRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ADMINISTRATIVE ASST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR/ACCOUNTANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt072
IRS990EZ/OtherExpensesTotalAmt043283
IRS990EZ/OtherRevenueTotalAmt011727
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/PrintingPublicationsPostageAmt01746
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATING PEOPLE IN THE TEACHINGS OF THE ENNEAGRAM PHILOSOPHY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017374
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt043492
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079880
IRS990EZ/TotalRevenueAmt063953
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06308
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06895
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070176
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06144
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt372401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt472
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0OTHER INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CLASSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CLASS EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3ADMINSTRATIVE EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4ADJUSTMENT TO ENDING BALANCE
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR/ACCOUNTANT
ReturnHeader/BusinessOfficerGrp/PhoneNum06028881381
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARIZONA ENNEAGRAM ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ARIZ
ReturnHeader/Filer/EIN0263795881
ReturnHeader/Filer/PhoneNum06028881381
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ReturnHeader/FilingSecurityInformation/IPTm020:20:03
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOUNTAIN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085268
ReturnHeader/PreparerPersonGrp/PhoneNum04808373429
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joan Atchinson
ReturnHeader/ReturnTs02017-04-05T01:15:41Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$72,938
Liabilities
-
Net assets
$72,938
Revenue
$63,953
Expenses
$79,880
Net income
-$15,927
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