Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
American Planning Association Utah Chapter
990EZ • Fiscal year 2020 • EIN 52-1296751
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
16th percentile
Faster asset growth than 16% of similar nonprofits.
Revenue Growth
15th percentile
Faster revenue growth than 15% of similar nonprofits.
Balance Sheet
Assets
Down$97,228
Down $33,580 (-26%) from 2019
Net Assets
$97,228
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$42,524
Down $72,703 (-63%) from 2019
Expenses
Down$76,104
Down $21,943 (-22%) from 2019
Net Income
Down-$33,580
Down $50,760 (-295%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Nov 10, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $42,524
Mission and Program Overview
Mission
To advance through education, the art and science of planning for professional and the general public.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TWO CONFERENCES TO EDUCATE AND PROMOTE PLANNING FOR PROFESSIONALS. | - | $13,478 |
| ADVERTISING, INFORMATION AND PROMOTION OF THE PROFESSION. | - | $9,008 |
| PROVIDE SCHOLARSHIPS FOR STATE OF UTAH PLANNING STUDENTS TO ATTEND THE NATIONAL PLANNING ASSOCIATION CONFERENCE. | $7,950 | $7,950 |
| PROFESSIONAL DEVELOPMENT AND RECOGNITION. | - | $6,205 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KIRSTEN WHETSTONE | President | PT | $0 | - | - |
| FRANSISCO ASTORGA | Vice Preside | PT | $0 | - | - |
| MATTHEW TAYLOR | Secretary | PT | $0 | - | - |
| MICHAEL GOTTFREDSON | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- American Planning Association 44
- EIN
- 52-1296751
- Phone
- 8014502659
- Address
- PO BOX 1264, AMERICAN FORK, UT 84003
Signing Officer
- Name
- Michael Gottfredson
- Title
- Treasurer
- Signed
- 2021-11-10
- 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
- 8017163000
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10
“Name: university of utah cash contribution: 7,950”
Form 990-ez, Part I, Line 16
“Expenses advertising and promotion 7,472 office 107 travel 1,041 conferences/meetings 14,197 insurance 535 administrative assistant 26,530 affiliations expenses 1,723 awards expense 2,433 bank fees 3,337 miscellaneous expense 69 presidents expense 1,085 telephone 550 training-admin. Assist. 3,772 web page/domain expense 1,536 total 64,387”
Form 990-ez, Part II, Line 24
“Miscellaneous receivable 1,131 1,103 total 1,131 1,103”
Form 990-ez, Part III
“To advance through education, the art and science of planning for professional and the general public.”
Form 990-ez, Part III, Line 31
“Provide scholarships for state of utah planning students to attend the national planning association conference.”
Raw XML Appendix172 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | KIRSTEN WHETSTONE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | FRANSISCO ASTORGA |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | MATTHEW TAYLOR |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | MICHAEL GOTTFREDSON |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | MIKE GOTTFREDSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8013583767 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1363 ALEXIA DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ROOSEVELT |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | UT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 84004 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 129677 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 96125 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -33580 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2994 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 130808 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 97228 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 7950 |
| IRS990EZ/GrossReceiptsAmt | 0 | 42524 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 10 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 22426 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 130808 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 97228 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 130808 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 97228 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KIRSTEN WHETSTONE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | FRANSISCO ASTORGA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MATTHEW TAYLOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MICHAEL GOTTFREDSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1131 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1103 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 64387 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO ADVANCE THROUGH EDUCATION, THE ART AND SCIENCE OF PLANNING FOR PROFESSIONAL AND THE GENERAL PUBLIC. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 773 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 20088 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TWO CONFERENCES TO EDUCATE AND PROMOTE PLANNING FOR PROFESSIONALS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROFESSIONAL DEVELOPMENT AND RECOGNITION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | ADVERTISING, INFORMATION AND PROMOTION OF THE PROFESSION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | PROVIDE SCHOLARSHIPS FOR STATE OF UTAH PLANNING STUDENTS TO ATTEND THE NATIONAL PLANNING ASSOCIATION CONFERENCE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 7950 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 13478 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 6205 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 9008 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 7950 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 76104 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 36641 |
| IRS990EZ/TotalRevenueAmt | 0 | 42524 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.UTAH-APA.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 22426 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 22047 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 16334 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 84403 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 19899 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 165109 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 10 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 34 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 35 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 36 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 18 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 133 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 20088 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 93146 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 86072 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 95157 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 86246 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 380709 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 10 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 34 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 35 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 36 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 18 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 133 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99980 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99980 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 545818 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 42514 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 115193 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 102406 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 179560 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 106145 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 545818 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 42524 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 115227 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 102441 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 179596 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 106163 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 545951 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | NAME: UNIVERSITY OF UTAH CASH CONTRIBUTION: 7,950 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES ADVERTISING AND PROMOTION 7,472 OFFICE 107 TRAVEL 1,041 CONFERENCES/MEETINGS 14,197 INSURANCE 535 ADMINISTRATIVE ASSISTANT 26,530 AFFILIATIONS EXPENSES 1,723 AWARDS EXPENSE 2,433 BANK FEES 3,337 MISCELLANEOUS EXPENSE 69 PRESIDENTS EXPENSE 1,085 TELEPHONE 550 TRAINING-ADMIN. ASSIST. 3,772 WEB PAGE/DOMAIN EXPENSE 1,536 TOTAL 64,387 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MISCELLANEOUS RECEIVABLE 1,131 1,103 TOTAL 1,131 1,103 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO ADVANCE THROUGH EDUCATION, THE ART AND SCIENCE OF PLANNING FOR PROFESSIONAL AND THE GENERAL PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | PROVIDE SCHOLARSHIPS FOR STATE OF UTAH PLANNING STUDENTS TO ATTEND THE NATIONAL PLANNING ASSOCIATION CONFERENCE. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHAEL GOTTFREDSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | AMERICAN PLANNING ASSOCIATION 44 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | UTAH CHAPTER |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | AMER |
| ReturnHeader/Filer/EIN | 0 | 521296751 |
| ReturnHeader/Filer/PhoneNum | 0 | 8014502659 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1264 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | AMERICAN FORK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 84003 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 320444152 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | THE CPA GROUP LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5882 S 900 E 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SALT LAKE CITY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 841211690 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8017163000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-11-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MEKA L CROWELL |
| ReturnHeader/ReturnTs | 0 | 2021-11-10T16:43:25-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | MICHAEL |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | GOTTFREDSON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $97,228
- Liabilities
- -
- Net assets
- $97,228
- Revenue
- $42,524
- Expenses
- $76,104
- Net income
- -$33,580