Civic Intelligence

Arizona Planning Association

990 • Fiscal year 2016 • EIN 52-1296743

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 23, 2017

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

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

89th percentile

$40,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

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

Asset Growth

95th percentile

206%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

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

Assets

Up

$131,954

Up $88,899 (+206%) from 2015

Net Assets

Up

$131,954

Up $88,899 (+206%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$284,214

Up $61,933 (+28%) from 2015

Expenses

Up

$195,315

Up $29,055 (+17%) from 2015

Net Income

Up

$88,899

Up $32,878 (+59%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$131,954
Liabilities$0
Net Assets$131,954

Operations Trend

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

2016

Revenue$284,214
Expenses$195,315
Net Income$88,899
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 23, 2017
Return Version
2016v3.0
Gross Receipts
$284,214
Mission and Program Overview

Mission

National planning education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$43,055$120,790▲ $77,735
Savings and Temporary Cash Investments-$11,164-
Total Assets$43,055$131,954▲ $88,899
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$43,055$131,954▲ $88,899
Total Net Assets Fund Balance$43,055$131,954▲ $88,899
Total Liabilities and Net Assets / Fund Balance$43,055$131,954▲ $88,899
Compensation and Service Providers

Employees

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

Board Members and Trustees

NameTitle
Debra StarkPresident
Terri Shepherd HoganPresident El
Barney BigmanDirector
Carlos LopezDirector at
Jacob E ZonnDirector at
Jessica SarkissianDirector at
Roger E EastmanDirector at
M Margo WheelerDirector-nau
Ladd KeithAdjunct Lect
Jaclyn KuechenmeisterNewsletter E
Marc ThorntonNorth Centra
Maria AtterburySecretary
Jessica SarkissianSocial Media
Orlanthia HendersonSouth Sect D
Allison ShinStudent Dire
Amanda SmithStudent Dire
Leslie DornfeldTreasurer
Lauri JohnsonUniversity L
Meagan EhlenzUniversity L
Noel GriemsmannVP of Legisl
Sandra HoffmanVP of Prof D
Loras RauchVP-2017 Conf
Revenue and Support

Revenue Composition

Contributions and Grants
$186,083
Program Service Revenue
$93,878
Investment Income
$0
Other Revenue
$4,253
All Other Contributions
$22,500
Change in Net Assets
$88,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$195,315
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$63,274--$63,274
Fees for Services Management-$40,000-$40,000
Fees for Services Lobbying$15,000--$15,000
Information Technology$1,501$4,720-$6,221
Fees for Services Legal-$600-$600
Office Expenses-$586-$586
Other Expenses$884$466-$466
Travel-$436-$436
All Other Expenses$129$240-$369
Total Functional Expenses$148,267$47,048$0$195,315
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
2017-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Stark
Legal Domicile
Az
Voting Board Members
23
Independent Board Members
23
Employees
0

Preparer

Firm
Ball & Mcgraw Pc
Address
351 W HATCHER, PHOENIX, AZ 85021
Preparer
Georgia Mcgraw
Phone
6029423435
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IRS990/NetAssetsOrFundBalancesBOYAmt043055
IRS990/NetAssetsOrFundBalancesEOYAmt0131954
IRS990/NetUnrelatedBusTxblIncmAmt01727
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0586
IRS990/OfficeExpensesGrp/TotalAmt0586
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0PLAN4HEALTH-GRANT EXPENSE
IRS990/OtherExpensesGrp/Desc1AWARDS
IRS990/OtherExpensesGrp/Desc2SOUTHERN SECTION EXP
IRS990/OtherExpensesGrp/Desc3STATE INCOME TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0466
IRS990/OtherExpensesGrp/ProgramServicesAmt063915
IRS990/OtherExpensesGrp/ProgramServicesAmt13564
IRS990/OtherExpensesGrp/ProgramServicesAmt2884
IRS990/OtherExpensesGrp/TotalAmt063915
IRS990/OtherExpensesGrp/TotalAmt13564
IRS990/OtherExpensesGrp/TotalAmt2884
IRS990/OtherExpensesGrp/TotalAmt3466
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/Desc0NEWSLETTER AND WEBSITE
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04253
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt04253
IRS990/OtherRevenueTotalAmt04253
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliciesReferenceChaptersInd0true
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/Desc4MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt049267
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt139544
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23920
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31003
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4114
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt049267
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139544
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23920
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31003
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4114
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt074852
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0166260
IRS990/PYOtherRevenueAmt04582
IRS990/PYProgramServiceRevenueAmt0142847
IRS990/PYRevenuesLessExpensesAmt056021
IRS990/PYTotalExpensesAmt0166260
IRS990/PYTotalRevenueAmt0222281
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt088899
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt093878
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0186083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt074852
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0260935
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt093878
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0142847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0144660
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0170935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0145648
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0697968
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt01727
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt02218
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt01928
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt0515
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt06388
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99340
IRS990ScheduleA/PublicSupportPY509Pct00.99060
IRS990ScheduleA/PublicSupportTotal509Amt0958903
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0279961
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0217699
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0144660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0170935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0145648
IRS990ScheduleA/Total509Grp/TotalAmt0958903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0281688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0219917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0146588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0171450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0145651
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0965294
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

Document Assets

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Filings

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