Civic Intelligence

Arizona Planning Association

990 • Fiscal year 2020 • EIN 52-1296743

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 21, 2021

Organization ProfileAZPLANNING.ORG
17235 N 75th Ave 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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

53rd percentile

6.9%

Higher net margin than 53% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

18%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-27%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$69,885

Up $10,458 (+18%) from 2019

Net Assets

Up

$69,885

Up $10,458 (+18%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin53rd percentile

Revenue

Down

$159,615

Down $59,830 (-27%) from 2019

Expenses

Down

$148,658

Down $60,986 (-29%) from 2019

Net Income

Up

$10,957

Up $1,156 (+12%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2020

Assets$69,885
Liabilities$0
Net Assets$69,885
Open 2020 Filing

Operations Trend

Revenue Growth38th 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

2020

Revenue$159,615
Expenses$148,658
Net Income$10,957
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 21, 2021
Return Version
2020v4.1
Gross Receipts
$159,615
Mission and Program Overview

Mission

National planning education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$22,231$55,301▲ $33,070
Cash and Non-Interest-Bearing Accounts$37,196$14,584▼ $22,612
Total Assets$59,427$69,885▲ $10,458
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$59,427$69,885▲ $10,458
Total Net Assets Fund Balance$59,427$69,885▲ $10,458
Total Liabilities and Net Assets / Fund Balance$59,427$69,885▲ $10,458
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Sandra HoffmanCo Chair 2020 Conference
Terri Sheperd HoganCo Chair 2020 Conference
Jessica SarkissianPresident
Carol HuDirector at Large
Daniel FolkeDirector at Large
Lynndsay OneillDirector at Large
Robert KuhfussDirector at Large
Ryan WozniakDirector at Large
Brian SniderNorth Section Director
Jose GuzmanSouth Section Director
Jennifer CoreySecretary
Roger EastmanTreasurer
Noel GriemsmannVP Legislative Affairs
Farhad TavassoliVP Professional Development
Revenue and Support

Revenue Composition

Contributions and Grants
$35,811
Program Service Revenue
$121,434
Investment Income
$70
Other Revenue
$2,300
Change in Net Assets
$10,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$148,658
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$22,873$35,497-$58,370
Fees for Services Management-$50,611-$50,611
Office Expenses-$6,820-$6,820
Other Expenses$3,711$156-$3,867
All Other Expenses$1,002--$1,002
Fees for Services Accounting-$580-$580
Total Functional Expenses$54,379$94,279$0$148,658
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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 governing body review Part VI line 11

“President reviews the 990 and then signs it”

Governing documents etc available to public Part VI line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Arizona Planning Association
EIN
52-1296743
Address
17235 N 75TH AVE STE D145, Glendale, AZ 85308

Signing Officer

Name
Patricia King
Title
Executive Direc
Phone
6029789211
Signed
2021-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Sarkissian
Formed
1991
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Becky Hamilton Tax Service
Address
7844 W PORT AU PRINCE LN, Peoria, AZ 85381
Preparer
Becky Hamilton Ea
Phone
6233343564
Supplemental Narrative

Additional Explanations

Part XI response or note to any line in Part XI

“Adjustment to fund balance”

Raw XML AppendixShowing 400 of 423 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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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,885
Liabilities
$0
Net assets
$69,885
Revenue
$159,615
Expenses
$148,658
Net income
$10,957
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