Liabilities / Assets
62nd percentile
Higher debt load relative to assets than 62% of similar nonprofits.
American Planning Association Utah Chapter
990EZ • Fiscal year 2022 • EIN 52-1296751
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
61st percentile
Higher debt load relative to revenue than 61% of similar nonprofits.
Net Margin
60th percentile
Higher net margin than 60% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
68th percentile
Faster asset growth than 68% of similar nonprofits.
Revenue Growth
74th percentile
Faster revenue growth than 74% of similar nonprofits.
Balance Sheet
Assets
Up$144,272
Up $20,507 (+17%) from 2021
Net Assets
Up$143,734
Up $19,969 (+16%) from 2021
Liabilities
$538
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$172,451
Up $60,393 (+54%) from 2021
Expenses
Up$152,482
Up $66,961 (+78%) from 2021
Net Income
Down$19,969
Down $6,568 (-25%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Nov 13, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $172,451
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. | - | $84,782 |
| ADVERTISING, INFORMATION AND PROMOTION OF THE PROFESSION. | - | $10,850 |
| PROFESSIONAL DEVELOPMENT AND RECOGNITION. | - | $3,139 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KIRSTEN WHETSTONE | President | - | $0 | - | - |
| FRANSISCO ASTORGA | Vice Preside | - | $0 | - | - |
| MEAGAN BOOTH | Secretary | - | $0 | - | - |
| MICHAEL GOTTFREDSON | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- American Planning Association 44
- EIN
- 52-1296751
- Phone
- 8013583767
- Address
- PO BOX 1264, AMERICAN FORK, UT 84003
Signing Officer
- Name
- Michael Gottfredson
- Title
- Treasurer
- Phone
- 8013583767
- Signed
- 2023-11-13
- 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 16
“Expenses advertising and promotion 4,951 travel 3,009 conferences/meetings 86,852 interest 7 insurance 535 administrative assistant 43,952 awards expense 1,319 bank and merchant fees 40 dues and subscriptions 217 miscellaneous expense 1,033 professional development 1,820 scholarships 631 telephone 600 web page/domain expense 5,898 total 150,864”
Form 990-ez, Part II, Line 24
“Miscellaneous receivable 1,103 0 total 1,103 0”
Form 990-ez, Part II, Line 26
“Credit card payable 0 538”
Form 990-ez, Part III
“To advance through education, the art and science of planning for professional and the general public.”
Raw XML Appendix169 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/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 | 122662 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 144272 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 16000 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 19969 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1293 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 123765 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 144272 |
| IRS990EZ/GrossReceiptsAmt | 0 | 172451 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 30 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 25740 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 123765 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 143734 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 123765 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 143734 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| 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 | MEAGAN BOOTH |
| 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 | 1103 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 150864 |
| 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 | 325 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 130681 |
| 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/ProgramServiceExpensesAmt | 0 | 84782 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 3139 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 10850 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 538 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 152482 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 98771 |
| IRS990EZ/TotalRevenueAmt | 0 | 172451 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.UTAH-APA.ORG |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | 390 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART III, LINE 12 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 41740 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 37188 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 22426 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 22047 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 16334 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 139735 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 30 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 7 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 10 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 34 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 35 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 116 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 130681 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 74473 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 20088 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 93146 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 86072 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 404460 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 30 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 7 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 10 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 34 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 35 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 116 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 390 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 390 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99910 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99910 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 544195 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 172421 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 111661 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 42514 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 115193 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 102406 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 544195 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 172451 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 112058 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 42524 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 115227 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 102441 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 544701 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING AND PROMOTION 4,951 TRAVEL 3,009 CONFERENCES/MEETINGS 86,852 INTEREST 7 INSURANCE 535 ADMINISTRATIVE ASSISTANT 43,952 AWARDS EXPENSE 1,319 BANK AND MERCHANT FEES 40 DUES AND SUBSCRIPTIONS 217 MISCELLANEOUS EXPENSE 1,033 PROFESSIONAL DEVELOPMENT 1,820 SCHOLARSHIPS 631 TELEPHONE 600 WEB PAGE/DOMAIN EXPENSE 5,898 TOTAL 150,864 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | MISCELLANEOUS RECEIVABLE 1,103 0 TOTAL 1,103 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CREDIT CARD PAYABLE 0 538 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO ADVANCE THROUGH EDUCATION, THE ART AND SCIENCE OF PLANNING FOR PROFESSIONAL AND THE GENERAL PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHAEL GOTTFREDSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8013583767 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-13 |
| 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 | 8013583767 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| 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 | 2023-11-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MEKA L CROWELL |
| ReturnHeader/ReturnTs | 0 | 2023-11-14T16:22:15-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | MICHAEL |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | GOTTFREDSON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $144,272
- Liabilities
- $538
- Net assets
- $143,734
- Revenue
- $172,451
- Expenses
- $152,482
- Net income
- $19,969
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