Civic Intelligence

Arizona Planning Association

990 • Fiscal year 2015 • EIN 52-1296743

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 29, 2016

Organization ProfileAZPLANNING.ORG
17235 N 75th Ave Rm/Ste D145Glendale, AZ 85308

(602) 978-9211

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

89th percentile

$40,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

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

Asset Growth

99th percentile

1670%

Faster asset growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

49%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$43,055

Up $40,623 (+1670%) from 2014

Net Assets

Up

$43,055

Up $40,623 (+1670%) from 2014

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin81st percentile

Revenue

Up

$222,281

Up $73,205 (+49%) from 2014

Expenses

Up

$166,260

Up $12,072 (+7.8%) from 2014

Net Income

Up

$56,021

Up $61,133 (+1196%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$150K$100K$50K$0Assets 2011: $18,766Liabilities 2011: $02011Assets 2012: $5,769Liabilities 2012: $02012Assets 2013: $7,544Liabilities 2013: $02013Assets 2014: $2,432Net Assets 2014: $2,4322014Assets 2015: $43,055Liabilities 2015: $0Net Assets 2015: $43,0552015Assets 2016: $131,954Liabilities 2016: $0Net Assets 2016: $131,9542016Assets 2017: $56,058Liabilities 2017: $0Net Assets 2017: $56,0582017Assets 2018: $51,640Liabilities 2018: $0Net Assets 2018: $51,6402018Assets 2019: $59,427Liabilities 2019: $0Net Assets 2019: $59,4272019Assets 2020: $69,885Liabilities 2020: $0Net Assets 2020: $69,8852020Assets 2021: $76,431Liabilities 2021: $0Net Assets 2021: $76,4312021Assets 2022: $86,907Liabilities 2022: $0Net Assets 2022: $86,9072022Assets 2023: $58,394Liabilities 2023: $0Net Assets 2023: $58,3942023Assets 2024: $84,857Liabilities 2024: $0Net Assets 2024: $84,8572024

Highlighted filing

2015

Assets$43,055
Liabilities$0
Net Assets$43,055
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $155,928Expenses 2011: $188,428Net Income 2011: -$32,5002011Revenue 2012: $148,951Expenses 2012: $161,987Net Income 2012: -$13,0362012Revenue 2013: $176,381Expenses 2013: $174,606Net Income 2013: $1,7752013Revenue 2014: $149,076Expenses 2014: $154,188Net Income 2014: -$5,1122014Revenue 2015: $222,281Expenses 2015: $166,260Net Income 2015: $56,0212015Revenue 2016: $284,214Expenses 2016: $195,315Net Income 2016: $88,8992016Revenue 2017: $197,062Expenses 2017: $272,958Net Income 2017: -$75,8962017Revenue 2018: $196,122Expenses 2018: $200,540Net Income 2018: -$4,4182018Revenue 2019: $219,445Expenses 2019: $209,644Net Income 2019: $9,8012019Revenue 2020: $159,615Expenses 2020: $148,658Net Income 2020: $10,9572020Revenue 2021: $239,264Expenses 2021: $232,718Net Income 2021: $6,5462021Revenue 2022: $256,435Expenses 2022: $245,710Net Income 2022: $10,7252022Revenue 2023: $273,059Expenses 2023: $301,232Net Income 2023: -$28,1732023Revenue 2024: $314,112Expenses 2024: $287,630Net Income 2024: $26,4822024

Highlighted filing

2015

Revenue$222,281
Expenses$166,260
Net Income$56,021
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 29, 2016
Return Version
2015v2.1
Gross Receipts
$222,281
Mission and Program Overview

Mission

National planning education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,432$43,055▲ $40,623
Total Assets$2,432$43,055▲ $40,623
Liabilities
Accounts Payable and Accrued Expenses$15,398--
Total Liabilities$15,398$0▼ $15,398
Net Assets / Fund Balance
Unrestricted Net Assets$-12,966$43,055▲ $56,021
Total Net Assets Fund Balance$-12,966$43,055▲ $56,021
Total Liabilities and Net Assets / Fund Balance$2,432$43,055▲ $40,623
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patti KingExecutive DiPT$40,000$40,000

Board Members and Trustees

NameTitle
Debra StarkPresident
Barney BigmanDirector at
Carlos LopezDirector at
Jacob E ZonnDirector at
Jon VlamingDirector at
Roger E EastmanDirector at
Terri Shepherd HoganDirector at
Ladd KeithAdjunct Lect
Thomas RitzNc Sect Dire
Mark EckhoffPast Preside
Jaclyn KuechenmeisterSecretary/ne
Jessica SarkissianSocial Media
Orlanthia HendersonSouth Sect D
Ben AndersonStudent Dire
Eva ZhangStudent Dire
Stephanie StearnsStudent Dire
Leslie DornfeldTreasurer
Lauri JohnsonUniversity L
M Margo WheelerUniversity L
Sarah S MoreVP for Confe
Noel GriemsmannVP of Legisl
Sandra HoffmanVP of Prof D
Revenue and Support

Revenue Composition

Contributions and Grants
$74,852
Program Service Revenue
$142,847
Investment Income
$0
Other Revenue
$4,582
All Other Contributions
$48,500
Change in Net Assets
$56,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,260
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$86,194$381-$86,575
Fees for Services Management-$40,000-$40,000
Fees for Services Legal$12,344$585-$12,929
Information Technology-$5,665-$5,665
Office Expenses-$800-$800
Travel-$548-$548
Other Expenses$3,236$60-$60
Total Functional Expenses$116,889$49,371$0$166,260
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“President reviews the 990 and signs it”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Arizona Planning Association
EIN
52-1296743
Phone
6029789211
Address
17235 N 75TH AVE RM/STE D145, GLENDALE, AZ 85308

Signing Officer

Name
Debra Stark
Title
President
Phone
6029789211
Signed
2016-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Stark
Legal Domicile
Az
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
20

Preparer

Firm
Ball & Mcgraw Pc
Address
351 W HATCHER, PHOENIX, AZ 85021
Preparer
Georgia Mcgraw
Phone
6029423435
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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR AT
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IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt18VP OF PROF D
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IRS990/OtherExpensesGrp/Desc0PROV DEV AND SEMINARS
IRS990/OtherExpensesGrp/Desc1AWARDS
IRS990/OtherExpensesGrp/Desc2MISC/BANK CHARGES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01332
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt160
IRS990/OtherExpensesGrp/ProgramServicesAmt015115
IRS990/OtherExpensesGrp/ProgramServicesAmt13236
IRS990/OtherExpensesGrp/TotalAmt015115
IRS990/OtherExpensesGrp/TotalAmt13236
IRS990/OtherExpensesGrp/TotalAmt21332
IRS990/OtherExpensesGrp/TotalAmt360
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/Desc0NEWSLETTER AND WEBSITE
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04582
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt04582
IRS990/OtherRevenueTotalAmt04582
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DEBRA STARK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1PROFESSIONAL DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/Desc2AWARDS REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3SOUTHERN SECTION INCOME
IRS990/ProgramServiceRevenueGrp/Desc4WESTERN PLANNER SUBSCRIPTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0114622
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt124953
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22475
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3513
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0114622
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt124953
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22475
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3513
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4180
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt056021
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074852
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074852
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0128
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0142847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0144660
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0170935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0145648
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0147499
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0751589
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0128
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0131
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt02218
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt01928
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt0515
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt03083
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt07744
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99060
IRS990ScheduleA/PublicSupportPY509Pct00.99210
IRS990ScheduleA/PublicSupportTotal509Amt0826441
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0217699
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0144660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0170935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0145648
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0147499
IRS990ScheduleA/Total509Grp/TotalAmt0826441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0219917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0146588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0171450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0145651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0150710
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0834316
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESIDENT REVIEWS THE 990 AND SIGNS IT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02432
IRS990/TotalAssetsEOYAmt043055
IRS990/TotalAssetsGrp/BOYAmt02432
IRS990/TotalAssetsGrp/EOYAmt043055
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt074852
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049371
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0116889
IRS990/TotalFunctionalExpensesGrp/TotalAmt0166260
IRS990/TotalGrossUBIAmt04582
IRS990/TotalLiabilitiesBOYAmt015398
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt015398
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-12966
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt043055
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0104
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0104
IRS990/TotalProgramServiceExpensesAmt0116889
IRS990/TotalProgramServiceRevenueAmt0142847
IRS990/TotalReportableCompFromOrgAmt040000

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,055
Liabilities
$0
Net assets
$43,055
Revenue
$222,281
Expenses
$166,260
Net income
$56,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$3.14$2.88$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$2.73$3.01$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$2.56$2.46$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$2.39$2.33$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.60$1.49$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$2.19$2.10$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.96$2.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.97$2.73$0.76
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$2.84$1.95$0.89
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$2.22$1.66$0.56
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.02$1.49$1.54$0.05
2013Summary only. Only limited summary data is available for this year.$0.08$0.00$1.76$1.75$0.02
2012Summary only. Only limited summary data is available for this year.$0.06$0.00$1.49$1.62$0.13
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$1.56$1.88$0.33