Civic Intelligence

American Planning Association Utah Chapter

990EZ • Fiscal year 2015 • EIN 52-1296751

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileWWW.UTAH-APA.ORG
PO Box 701443West Valley City, UT 84170

(801) 589-8479

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

30th percentile

-5.1%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

34th percentile

-6.1%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$78,082

Down $5,048 (-6.1%) from 2014

Net Assets

Down

$78,082

Down $5,048 (-6.1%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Down

$99,371

Down $39,010 (-28%) from 2014

Expenses

Down

$104,419

Down $5,743 (-5.2%) from 2014

Net Income

Down

-$5,048

Down $33,267 (-118%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$200K$150K$100K$50K$0Assets 2011: $51,808Liabilities 2011: $02011Assets 2012: $56,474Liabilities 2012: $02012Assets 2013: $54,911Liabilities 2013: $02013Assets 2014: $83,130Net Assets 2014: $83,1302014Assets 2015: $78,082Net Assets 2015: $78,0822015Assets 2016: $83,862Net Assets 2016: $83,8622016Assets 2017: $119,019Net Assets 2017: $119,0192017Assets 2018: $113,628Liabilities 2018: $02018Assets 2019: $130,808Liabilities 2019: $02019Assets 2020: $97,228Net Assets 2020: $97,2282020Assets 2021: $123,765Net Assets 2021: $123,7652021Assets 2022: $144,272Liabilities 2022: $538Net Assets 2022: $143,7342022Assets 2023: $156,267Liabilities 2023: $1,007Net Assets 2023: $155,2602023Assets 2024: $175,736Liabilities 2024: $4,576Net Assets 2024: $171,1602024

Highlighted filing

2015

Assets$78,082
Liabilities-
Net Assets$78,082
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $75,296Expenses 2011: $75,174Net Income 2011: $1222011Revenue 2012: $94,702Expenses 2012: $90,036Net Income 2012: $4,6662012Revenue 2013: $80,058Expenses 2013: $81,621Net Income 2013: -$1,5632013Revenue 2014: $138,381Expenses 2014: $110,162Net Income 2014: $28,2192014Revenue 2015: $99,371Expenses 2015: $104,419Net Income 2015: -$5,0482015Revenue 2016: $106,163Expenses 2016: $100,383Net Income 2016: $5,7802016Revenue 2017: $179,596Expenses 2017: $144,439Net Income 2017: $35,1572017Revenue 2018: $102,441Expenses 2018: $107,832Net Income 2018: -$5,3912018Revenue 2019: $115,227Expenses 2019: $98,047Net Income 2019: $17,1802019Revenue 2020: $42,524Expenses 2020: $76,104Net Income 2020: -$33,5802020Revenue 2021: $112,058Expenses 2021: $85,521Net Income 2021: $26,5372021Revenue 2022: $172,451Expenses 2022: $152,482Net Income 2022: $19,9692022Revenue 2023: $213,189Expenses 2023: $201,663Net Income 2023: $11,5262023Revenue 2024: $160,708Expenses 2024: $144,808Net Income 2024: $15,9002024

Highlighted filing

2015

Revenue$99,371
Expenses$104,419
Net Income-$5,048
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$99,371
Mission and Program Overview

Mission

To advance through education, the art and science of planning for professional and the general public.

Program Services

DescriptionGrantsExpenses
TWO CONFERENCES TO EDUCATE AND PROMOTE PLANNING FOR PROFESSIONALS.-$63,181
PROFESSIONAL DEVELOPMENT AND RECOGNITION.-$3,714
ADVERTISING AND PROMOTION OF THE PROFESSION.-$1,037
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANI KAI EGGERTSEN-GOFF AICPPresidentPT$0--
TED M KNOWLTONVice PresidePT$0--
MARTINA BARNESSecretaryPT$0--
FRANCIS XAVIER LILLYTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
American Planning Association
EIN
52-1296751
Phone
8015898479
Address
PO BOX 701443, WEST VALLEY CITY, UT 84170

Signing Officer

Name
Laura Hanson
Title
Treasurer
Phone
8013269116
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
The CPA Group LLC
Address
5882 S 900 E 200, SALT LAKE CITY, UT 84121-1690
Preparer
Meka L Crowell
Phone
8017163020
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Advertising income 40 total 40”

Form 990-ez, Part I, Line 16

“Expenses travel 4,256 insurance 455 administrative assistant 25,394 awards expense 1,800 bank fees 138 confs, conventions, mtgs 64,897 newsletter expense 3,250 professional development 2,644 supplies 466 web page/domain expense 1,037 total 104,337”

Form 990-ez, Part III

“To advance through education, the art and science of planning for professional and the general public.”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LAURA HANSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08015898479
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03010 PLATEAU DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALT LAKE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt083130
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078082
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5048
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt083130
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078082
IRS990EZ/GrossReceiptsAmt099371
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018409
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083130
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078082
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083130
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078082
IRS990EZ/OccupancyRentUtltsAndMaintAmt065
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LANI KAI EGGERTSEN-GOFF AICP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TED M KNOWLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTINA BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANCIS XAVIER LILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0104337
IRS990EZ/OtherRevenueTotalAmt040
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ADVANCE THROUGH EDUCATION, THE ART AND SCIENCE OF PLANNING FOR PROFESSIONAL AND THE GENERAL PUBLIC.
IRS990EZ/PrintingPublicationsPostageAmt017
IRS990EZ/ProgramServiceRevenueAmt080906
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TWO CONFERENCES TO EDUCATE AND PROMOTE PLANNING FOR PROFESSIONALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROFESSIONAL DEVELOPMENT AND RECOGNITION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ADVERTISING AND PROMOTION OF THE PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063181
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13714
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21037
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0104419
IRS990EZ/TotalProgramServiceExpensesAmt067932
IRS990EZ/TotalRevenueAmt099371
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UTAH-APA.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02,224
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018409
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022748
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032276
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016728
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0108648
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0109
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt080906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0119876
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt062402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt056603
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0377077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0109
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt040
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01934
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02224
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99520
IRS990ScheduleA/PublicSupportPY509Pct00.98970
IRS990ScheduleA/PublicSupportTotal509Amt0485725
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0138363
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt080038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt094678
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073331
IRS990ScheduleA/Total509Grp/TotalAmt0485725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt099371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0138381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt080058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt094952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075296
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0488058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING INCOME 40 TOTAL 40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TRAVEL 4,256 INSURANCE 455 ADMINISTRATIVE ASSISTANT 25,394 AWARDS EXPENSE 1,800 BANK FEES 138 CONFS, CONVENTIONS, MTGS 64,897 NEWSLETTER EXPENSE 3,250 PROFESSIONAL DEVELOPMENT 2,644 SUPPLIES 466 WEB PAGE/DOMAIN EXPENSE 1,037 TOTAL 104,337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ADVANCE THROUGH EDUCATION, THE ART AND SCIENCE OF PLANNING FOR PROFESSIONAL AND THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA HANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08013269116
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UTAH CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0521296751
ReturnHeader/Filer/PhoneNum08015898479
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 701443
ReturnHeader/Filer/USAddress/CityNm0WEST VALLEY CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084170
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320444152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05882 S 900 E 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841211690
ReturnHeader/PreparerPersonGrp/PhoneNum08017163020
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEKA L CROWELL
ReturnHeader/ReturnTs02016-11-15T15:46:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$78,082
Liabilities
-
Net assets
$78,082
Revenue
$99,371
Expenses
$104,419
Net income
-$5,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.05$1.71$1.61$1.45$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.01$1.55$2.13$2.02$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.44$1.72$1.52$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.24$1.24$1.12$0.86$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.97$0.43$0.76$0.34
2019Summary only. Only limited summary data is available for this year.$1.31$0.00$1.15$0.98$0.17
2018Summary only. Only limited summary data is available for this year.$1.14$0.00$1.02$1.08$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.19$1.19$1.80$1.44$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.84$1.06$1.00$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.99$1.04$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.38$1.10$0.28
2013Summary only. Only limited summary data is available for this year.$0.55$0.00$0.80$0.82$0.02
2012Summary only. Only limited summary data is available for this year.$0.56$0.00$0.95$0.90$0.05
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$0.75$0.75$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits