Civic Intelligence

Arizona Enneagram Association

990EZ • Fiscal year 2017 • EIN 26-3795881

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 06, 2018

Organization ProfileARIZONAENNEAGRAM.ORG
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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

88th percentile

$35,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 40.8% of source-year revenue.

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

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$57,388

Down $15,550 (-21%) from 2016

Net Assets

Down

$57,388

Down $15,550 (-21%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Up

$85,862

Up $21,909 (+34%) from 2016

Expenses

Up

$100,637

Up $20,757 (+26%) from 2016

Net Income

Up

-$14,775

Up $1,152 (+7.2%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2017

Assets$57,388
Liabilities-
Net Assets$57,388
Open 2017 Filing

Operations Trend

Revenue Growth80th 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

2017

Revenue$85,862
Expenses$100,637
Net Income-$14,775
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 6, 2018
Return Version
2017v2.2
Gross Receipts
$85,862
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 Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAYE ANDRESExecutive DirectorPT$35,000-$35,000
JOAN ATCHINSONAccountingPT$6,000-$6,000
SHEILA GRANTAdmin AssistantPT$6,000-$6,000
JENNIFER GLAZARVice PresidentPT$0--
DONNA CHASESecretary TreasurerPT$0--
JUDITH SHOOBPresidentPT$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
Judith Shoob
Title
President
Phone
6028881381
Signed
2018-03-06
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

“Class income, silent auction, meetup”

Page 1 Line Line 10

“Scholarships, conferences”

Page 1 Line 16

“Adminstration costs and event expense”

Page 1 Line 20

“ADJUSTMENT TO PRIOR YEAR”

Raw XML Appendix175 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/PersonNm0JOAN ATCHINSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1JAYE ANDRES
CompensationExplanation/CompensationExplanationGrp/PersonNm2SHEILA GRANT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0ACCOUNTING
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1DIRECTOR FOR EVENTS AND OVERSEEING ORGANIZATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2ASSISTANT TO AEA BOARD INPUTING DONATIONS, MEMBERSHIPS, 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/BOYAmt072938
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057388
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013671
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14775
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08842
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072938
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IRS990EZ/FundraisingGrossIncomeAmt050647
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04175
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02467
IRS990EZ/GrossReceiptsAmt085862
IRS990EZ/GrossSalesOfInventoryAmt02467
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08330
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072938
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057388
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072938
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057388
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt16000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt335000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt46000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER GLAZAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOAN ATCHINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA CHASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAYE ANDRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHEILA GRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUDITH SHOOB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ACCOUNTING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ADMIN ASSISTANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-775
IRS990EZ/OtherExpensesTotalAmt038287
IRS990EZ/OtherRevenueTotalAmt010728
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/PrintingPublicationsPostageAmt01833
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATING PEOPLE IN THE TEACHINGS OF THE ENNEAGRAM PHILOSOPHY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt047500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt050647
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0100637
IRS990EZ/TotalRevenueAmt085862
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ARIZONAENNEAGRAM.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06308
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026003
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0144
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt087446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt057381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt070176
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0342384
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0144
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0368387
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082506
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt093754
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077071
IRS990ScheduleA/Total509Grp/TotalAmt0368387
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt093778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063424
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077107
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0368531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS INCOME, SILENT AUCTION, MEETUP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS, CONFERENCES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINSTRATION COSTS AND EVENT EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADJUSTMENT TO PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE 1 LINE LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PAGE 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PAGE 1 LINE 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH SHOOB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06028881381
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-06
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/AtSubmissionCreationDeviceId0C54C534F502278F9019F4327F0276A8F174CFCC3
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.184.106.50
ReturnHeader/FilingSecurityInformation/IPDt02018-03-08
ReturnHeader/FilingSecurityInformation/IPTm018:20:05
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/PreparationDt02018-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joan Atchinson
ReturnHeader/ReturnTs02018-03-09T00:17:22Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,388
Liabilities
-
Net assets
$57,388
Revenue
$85,862
Expenses
$100,637
Net income
-$14,775
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