Civic Intelligence

Aia Large Firm Round Table

EIN 52-2112448 • 501(c)6 • Minneapolis, MN

Profile

To provide a forum for architecture firms to discuss matters of mutual interest and to provide training for architects.

520 Nicollet Mall 200Minneapolis, MN 55402

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

26th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2023

Net Margin

85th percentile

23%

Higher net margin than 85% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

85th percentile

24%

Faster asset growth than 85% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

87%

Faster revenue growth than 96% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$545,278

Down $61,156 (-10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$545,278

Down $61,156 (-10%) from 2023

Operations
Liabilities / Revenue26th percentileNet Margin85th percentile

Revenue

Up

$577,569

Up $84,905 (+17%) from 2023

Expenses

Up

$633,824

Up $253,567 (+67%) from 2023

Net Income

Down

-$56,255

Down $168,662 (-150%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $103,277Liabilities 2011: $02011Assets 2012: $119,129Liabilities 2012: $0Net Assets 2012: $119,1292012Assets 2013: $156,312Liabilities 2013: $0Net Assets 2013: $156,3122013Assets 2014: $233,940Liabilities 2014: $0Net Assets 2014: $233,9402014Assets 2015: $276,712Liabilities 2015: $0Net Assets 2015: $276,7122015Assets 2016: $318,699Liabilities 2016: $0Net Assets 2016: $318,6992016Assets 2017: $300,703Liabilities 2017: $0Net Assets 2017: $300,7032017Assets 2018: $360,762Liabilities 2018: $0Net Assets 2018: $360,7622018Assets 2019: $374,944Liabilities 2019: $0Net Assets 2019: $374,9442019Assets 2020: $429,523Liabilities 2020: $0Net Assets 2020: $429,5232020Assets 2021: $629,689Liabilities 2021: $0Net Assets 2021: $629,6892021Assets 2022: $487,265Liabilities 2022: $0Net Assets 2022: $487,2652022Assets 2023: $606,434Liabilities 2023: $0Net Assets 2023: $606,4342023Assets 2024: $545,278Liabilities 2024: $0Net Assets 2024: $545,2782024

Highlighted filing

2024

Assets$545,278
Liabilities$0
Net Assets$545,278
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $93,265Expenses 2011: $151,636Net Income 2011: -$58,3712011Revenue 2012: $124,137Expenses 2012: $109,285Net Income 2012: $14,8522012Revenue 2013: $120,047Expenses 2013: $82,864Net Income 2013: $37,1832013Revenue 2014: $337,500Expenses 2014: $288,372Net Income 2014: $49,1282014Revenue 2015: $160,000Expenses 2015: $147,573Net Income 2015: $12,4272015Revenue 2016: $164,500Expenses 2016: $97,945Net Income 2016: $66,5552016Revenue 2017: $172,500Expenses 2017: $190,497Net Income 2017: -$17,9972017Revenue 2018: $202,500Expenses 2018: $142,441Net Income 2018: $60,0592018Revenue 2019: $418,750Expenses 2019: $404,568Net Income 2019: $14,1822019Revenue 2020: $548,000Expenses 2020: $505,546Net Income 2020: $42,4542020Revenue 2021: $307,075Expenses 2021: $137,414Net Income 2021: $169,6612021Revenue 2022: $263,417Expenses 2022: $405,841Net Income 2022: -$142,4242022Revenue 2023: $492,664Expenses 2023: $380,257Net Income 2023: $112,4072023Revenue 2024: $577,569Expenses 2024: $633,824Net Income 2024: -$56,2552024

Highlighted filing

2024

Revenue$577,569
Expenses$633,824
Net Income-$56,255
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$545,278
Liabilities
$0
Net assets
$545,278
Revenue
$577,569
Expenses
$633,824
Net income
-$56,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$5.78$6.34$0.56
2023Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$4.93$3.80$1.12
2022Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$2.63$4.06$1.42
2021Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$3.07$1.37$1.70
2020Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$5.48$5.06$0.42
2019Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$4.19$4.05$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$2.03$1.42$0.60
2017Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$1.73$1.90$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$1.65$0.98$0.67
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$1.60$1.48$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$3.38$2.88$0.49
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$1.20$0.83$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$1.24$1.09$0.15
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$0.93$1.52$0.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Gross Receipts
$577,569
Mission and Program Overview

Mission

To provide a forum for architecture firms to discuss matters of mutual interest and to provide training for architects.

To provide a forum for architecture firms to discuss matters of mutual interest

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$585,199$348,558▼ $236,641
Cash and Non-Interest-Bearing Accounts$20,604$195,409▲ $174,805
Accounts Receivable$631$1,311▲ $680
Total Assets$606,434$545,278▼ $61,156
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$606,434$545,278▼ $61,156
Total Net Assets Fund Balance$606,434$545,278▼ $61,156
Total Liabilities and Net Assets / Fund Balance$606,434$545,278▼ $61,156
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Griff DavenportChairman
Brad LukanicVice Chairman
Brian StatonVice Chairman
Jonathan MoodyVice Chairman
Mitch SmithVice Chairman
Tricia EsserVice Chairman
Wendy RogersVice Chairman
Randy GibsonVice Chairman/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$546,104
Investment Income
$31,465
Other Revenue
$0
Change in Net Assets
$-56,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$527,824
Grants and Similar Amounts Paid$106,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$519,174
Grants to Domestic Orgs---$106,000
Fees for Service Investment Mgmnt Fees---$2,525
Fees for Services Accounting---$2,400
All Other Expenses---$2,250
Information Technology---$1,475
Total Functional Expenses$0$0$0$633,824
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Organization of Minority ArchitectsWashington, DC501c(6)Financial Assistance Support$100,000
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
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, Part VI, Section A, Line 6

“Members the organization only has one class of membership. Its charter allows for election of a chair for a 2 year term. The chair may appoint an executive committee to assist in management of the group.”

Form 990, Part VI, Section A, Line 7A

“Members see line 6 explanation”

Form 990, Part VI, Section B, Line 11B

“Form 990 review process form 990 is reviewed by the treasurer and is provided to the board before filing.”

Form 990, Part VI, Section C, Line 19

“Documents available to public the organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Aia Large Firm Round Table
EIN
52-2112448
Phone
6157708635
Address
520 NICOLLET MALL 200, MINNEAPOLIS, MN 55402

Signing Officer

Name
Wendy Rogers
Title
Chairman
Phone
6157708635
Signed
2025-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Rogers
Formed
1984
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Lane Gorman Trubitt LLC
Address
2626 HOWELL ST SUITE 700, DALLAS, TX 75204
Preparer
Jessica Brown
Phone
2148717500
Raw XML Appendix295 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN/TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS SEE LINE 6 EXPLANATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 REVIEW PROCESS FORM 990 IS REVIEWED BY THE TREASURER AND IS PROVIDED TO THE BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE TO PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0577569
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0606434
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0545278
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0520 NICOLLET MALL 200
IRS990/USAddress/CityNm0MINNEAPOLIS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055402
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06157708635
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AIA LARGE FIRM ROUND TABLE
ReturnHeader/Filer/BusinessNameControlTxt0AIAL
ReturnHeader/Filer/EIN0522112448
ReturnHeader/Filer/PhoneNum06157708635
ReturnHeader/Filer/USAddress/AddressLine1Txt0520 NICOLLET MALL 200
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055402
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751044330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANE GORMAN TRUBITT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02626 HOWELL ST SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075204
ReturnHeader/PreparerPersonGrp/PhoneNum02148717500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA BROWN
ReturnHeader/ReturnTs02025-05-12T11:37:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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