Civic Intelligence

Arizona Planning Association

990 • Fiscal year 2021 • EIN 52-1296743

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 01, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

41st percentile

2.7%

Higher net margin than 41% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

55th percentile

9.4%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

50%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$76,431

Up $6,546 (+9.4%) from 2020

Net Assets

Up

$76,431

Up $6,546 (+9.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin41st percentile

Revenue

Up

$239,264

Up $79,649 (+50%) from 2020

Expenses

Up

$232,718

Up $84,060 (+57%) from 2020

Net Income

Down

$6,546

Down $4,411 (-40%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2021

Assets$76,431
Liabilities$0
Net Assets$76,431
Open 2021 Filing

Operations Trend

Revenue Growth75th 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

2021

Revenue$239,264
Expenses$232,718
Net Income$6,546
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 1, 2022
Return Version
2021v4.1
Gross Receipts
$239,264
Mission and Program Overview

Mission

National planning education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$55,301$70,391▲ $15,090
Cash and Non-Interest-Bearing Accounts$14,584$6,040▼ $8,544
Total Assets$69,885$76,431▲ $6,546
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$69,885$76,431▲ $6,546
Total Net Assets Fund Balance$69,885$76,431▲ $6,546
Total Liabilities and Net Assets / Fund Balance$69,885$76,431▲ $6,546
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Amanda BayhamChair for 2022 Conference
Loras RauchCo Chair 2021 Conference
Jerry StableyPresident
Daniel FolkeDirector at Large
Lynndsay OneillDirector at Large
Robert KuhfussDirector at Large
Ryan WozniakDirector at Large
Brian SniderNorth Section Director
Sarah Ann MeggisonSouth Section Director
Jennifer CoreySecretary
Noel GriemsmannVP Legislative Affairs
David NealVP Professional Development
Sandra HoffmanWomen in Planning
Susan HoffmanWomen in Planning
Revenue and Support

Revenue Composition

Contributions and Grants
$32,625
Program Service Revenue
$200,952
Investment Income
$87
Other Revenue
$5,600
Change in Net Assets
$6,546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$232,718
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$95,321$38,741-$134,062
Fees for Services Management-$51,500-$51,500
Office Expenses-$7,917-$7,917
Other Expenses$5,569--$5,569
Insurance-$674-$674
Fees for Services Accounting-$585-$585
All Other Expenses$562--$562
Travel-$93-$93
Total Functional Expenses$133,208$99,510$0$232,718
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 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
2022-02-01
Discuss with paid preparer
No

Organization Details

Formed
1991
Legal Domicile
Az
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
14

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 424 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0NATIONAL PLANNING EDUCATION
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0562
IRS990/AllOtherExpensesGrp/TotalAmt0562
IRS990/BooksInCareOfDetail/PersonNm0ADVANCED BUSINESS PROFESSIONALS
IRS990/BooksInCareOfDetail/PhoneNum06029789211
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt017235 N 75TH AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0Glendale
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085308
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt014584
IRS990/CashNonInterestBearingGrp/EOYAmt06040
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt038741
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt095321
IRS990/ConferencesMeetingsGrp/TotalAmt0134062
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt032625
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt087
IRS990/CYOtherExpensesAmt0232718
IRS990/CYOtherRevenueAmt05600
IRS990/CYProgramServiceRevenueAmt0200952
IRS990/CYRevenuesLessExpensesAmt06546
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0232718
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0239264
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MEETINGS AND CONVENTIONS FEATURING SPEAKERS DEALING WITH ISSUES WHICH ARE OF EDUCATIONAL VALUE TO MEMBERS AND NON-MEMBERS. ACTIVE COMITTEES PROVIDE SERVICES TO MEMBERS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0133208
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0585
IRS990/FeesForServicesAccountingGrp/TotalAmt0585
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt051500
IRS990/FeesForServicesManagementGrp/TotalAmt051500
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0AMANDA BAYHAM
IRS990/Form990PartVIISectionAGrp/PersonNm1LYNNDSAY ONEILL
IRS990/Form990PartVIISectionAGrp/PersonNm2NOEL GRIEMSMANN
IRS990/Form990PartVIISectionAGrp/PersonNm3DANIEL FOLKE
IRS990/Form990PartVIISectionAGrp/PersonNm4RYAN WOZNIAK
IRS990/Form990PartVIISectionAGrp/PersonNm5SANDRA HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6LORAS RAUCH
IRS990/Form990PartVIISectionAGrp/PersonNm7SUSAN HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8BRIAN SNIDER
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT KUHFUSS
IRS990/Form990PartVIISectionAGrp/PersonNm11SARAH ANN MEGGISON
IRS990/Form990PartVIISectionAGrp/PersonNm12JERRY STABLEY
IRS990/Form990PartVIISectionAGrp/PersonNm13JENNIFER COREY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR FOR 2022 CONFERENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP LEGISLATIVE AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5WOMEN IN PLANNING
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO CHAIR 2021 CONFERENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt7WOMEN IN PLANNING
IRS990/Form990PartVIISectionAGrp/TitleTxt8NORTH SECTION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP PROFESSIONAL DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt11SOUTH SECTION DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0239264
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0674
IRS990/InsuranceGrp/TotalAmt0674
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt087
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt087
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt032625
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0NATIONAL PLANNING EDUCATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt069885
IRS990/NetAssetsOrFundBalancesEOYAmt076431
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt069885
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt076431
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07917
IRS990/OfficeExpensesGrp/TotalAmt07917
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROFESIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1ADVOCACY GROUP
IRS990/OtherExpensesGrp/Desc2AWARDS
IRS990/OtherExpensesGrp/ProgramServicesAmt04731
IRS990/OtherExpensesGrp/ProgramServicesAmt127025
IRS990/OtherExpensesGrp/ProgramServicesAmt25569
IRS990/OtherExpensesGrp/TotalAmt04731
IRS990/OtherExpensesGrp/TotalAmt127025
IRS990/OtherExpensesGrp/TotalAmt25569
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/Desc0NEWLETTER AND WEBSITE
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05600
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt05600
IRS990/OtherRevenueTotalAmt05600
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0OTHER
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2PROFESSIONAL DEVELOPMEN
IRS990/ProgramServiceRevenueGrp/Desc3NORTH SECTION
IRS990/ProgramServiceRevenueGrp/Desc4AWARDS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0182658
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114439
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2310
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0182658
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114439
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33545
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt035811
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt070
IRS990/PYOtherExpensesAmt0148658
IRS990/PYOtherRevenueAmt02300
IRS990/PYProgramServiceRevenueAmt0121434
IRS990/PYRevenuesLessExpensesAmt010957
IRS990/PYTotalExpensesAmt0148658
IRS990/PYTotalRevenueAmt0159615
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt06546
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055301
IRS990/SavingsAndTempCashInvstGrp/EOYAmt070391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt083124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079989
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0265579
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt087
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0192
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0206552
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0121434
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0181165
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0109063
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0113170
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0731384
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0192
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99820
IRS990ScheduleA/PublicSupportTotal509Amt0996963
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0239177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0157245
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0215195
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0192187
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0193159
IRS990ScheduleA/Total509Grp/TotalAmt0996963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0239264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0157315
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0215195
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0192222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0193159
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0997155
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESIDENT REVIEWS THE 990 AND THEN SIGNS IT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT TO FUND BALANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI response or note to any line in Part XI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt069885
IRS990/TotalAssetsEOYAmt076431
IRS990/TotalAssetsGrp/BOYAmt069885
IRS990/TotalAssetsGrp/EOYAmt076431
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt032625
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt099510
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0133208
IRS990/TotalFunctionalExpensesGrp/TotalAmt0232718
IRS990/TotalGrossUBIAmt05600
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt069885
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt076431
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0133208
IRS990/TotalProgramServiceRevenueAmt0200952
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0201039
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0239264
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05600
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt069885
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt076431
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt093
IRS990/TravelGrp/TotalAmt093
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0AZPLANNING.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum06029789211

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,431
Liabilities
$0
Net assets
$76,431
Revenue
$239,264
Expenses
$232,718
Net income
$6,546
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