Civic Intelligence

Jacksonville Chapter American Institute of Architects Inc

EIN 59-2870663 • 501(c)6 • Jacksonville, FL

Profile

The organization is a chapter of the american institute of architects and serves aia members in the florida counties of duval, st. Johns & nassau by promoting architectural education, training and practice.

1650 Margaret St Suite 302 Box 243Jacksonville, FL 32204

www.aiajacksonville.org

Siviq Scores

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

Liabilities / Assets

67th percentile

0.04x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

40th percentile

-4.4%

Higher net margin than 40% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

43rd percentile

-5.3%

Faster asset growth than 43% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-8.5%

Faster revenue growth than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$55,147

Down $3,059 (-5.3%) from 2023

Liabilities

Up

$2,201

Up $1,150 (+109%) from 2023

Net Assets

Down

$52,946

Down $4,209 (-7.4%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin40th percentile

Revenue

Down

$95,425

Down $8,837 (-8.5%) from 2023

Expenses

Down

$99,634

Down $3,849 (-3.7%) from 2023

Net Income

Down

-$4,209

Down $4,988 (-640%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$80K$60K$40K$20K$0Assets 2011: $45,202Liabilities 2011: $593Net Assets 2011: $44,6092011Assets 2012: $39,410Liabilities 2012: $345Net Assets 2012: $39,0652012Assets 2013: $56,103Liabilities 2013: $699Net Assets 2013: $55,4042013Assets 2014: $61,391Liabilities 2014: $10,465Net Assets 2014: $50,9262014Assets 2015: $42,172Liabilities 2015: $3,303Net Assets 2015: $38,8692015Assets 2016: $39,089Liabilities 2016: $1,024Net Assets 2016: $38,0652016Assets 2017: $45,423Liabilities 2017: $0Net Assets 2017: $45,4232017Assets 2018: $52,855Liabilities 2018: $0Net Assets 2018: $52,8552018Assets 2019: $52,950Liabilities 2019: $0Net Assets 2019: $52,9502019Assets 2020: $52,427Liabilities 2020: $0Net Assets 2020: $52,4272020Assets 2021: $60,549Liabilities 2021: $0Net Assets 2021: $60,5492021Assets 2022: $56,376Liabilities 2022: $0Net Assets 2022: $56,3762022Assets 2023: $58,206Liabilities 2023: $1,051Net Assets 2023: $57,1552023Assets 2024: $55,147Liabilities 2024: $2,201Net Assets 2024: $52,9462024

Highlighted filing

2024

Assets$55,147
Liabilities$2,201
Net Assets$52,946
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $130,863Expenses 2011: $129,235Net Income 2011: $1,6282011Expenses 2012: $154,7372012Revenue 2013: $131,554Expenses 2013: $115,215Net Income 2013: $16,3392013Revenue 2014: $89,735Expenses 2014: $94,213Net Income 2014: -$4,4782014Revenue 2015: $67,641Expenses 2015: $79,698Net Income 2015: -$12,0572015Revenue 2016: $82,636Expenses 2016: $83,440Net Income 2016: -$8042016Revenue 2017: $94,365Expenses 2017: $87,007Net Income 2017: $7,3582017Revenue 2018: $112,397Expenses 2018: $104,965Net Income 2018: $7,4322018Revenue 2019: $102,510Expenses 2019: $102,415Net Income 2019: $952019Revenue 2020: $56,939Expenses 2020: $57,462Net Income 2020: -$5232020Revenue 2021: $66,656Expenses 2021: $58,534Net Income 2021: $8,1222021Revenue 2022: $83,454Expenses 2022: $87,327Net Income 2022: -$3,8732022Revenue 2023: $104,262Expenses 2023: $103,483Net Income 2023: $7792023Revenue 2024: $95,425Expenses 2024: $99,634Net Income 2024: -$4,2092024

Highlighted filing

2024

Revenue$95,425
Expenses$99,634
Net Income-$4,209
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$55,147
Liabilities
$2,201
Net assets
$52,946
Revenue
$95,425
Expenses
$99,634
Net income
-$4,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.02$0.53$0.95$1.00$0.04
2023Summary only. Only limited summary data is available for this year.$0.58$0.01$0.57$1.04$1.03$0.01
2022Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.83$0.87$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.67$0.59$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.57$0.57$0.01
2019Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$1.03$1.02$0.00
2018Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$1.12$1.05$0.07
2017Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.94$0.87$0.07
2016Summary only. Only limited summary data is available for this year.$0.39$0.01$0.38$0.83$0.83$0.01
2015Summary only. Only limited summary data is available for this year.$0.42$0.03$0.39$0.68$0.80$0.12
2014Summary only. Only limited summary data is available for this year.$0.61$0.10$0.51$0.90$0.94$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$1.32$1.15$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$1.55
2011Summary only. Only limited summary data is available for this year.$0.45$0.01$0.45$1.31$1.29$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 15, 2025
Return Version
2024v5.0
Gross Receipts
$188,321
Mission and Program Overview

Mission

The organization is a chapter of the american institute of architects and serves aia members in the florida counties of duval, st. Johns and nassau by promoting architectural education, training and practice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$57,155$52,946▼ $4,209
Cash and Non-Interest-Bearing Accounts$58,206$32,637▼ $25,569
Savings and Temporary Cash Investments-$19,726-
Accounts Receivable-$2,784-
Total Assets$58,206$55,147▼ $3,059
Liabilities
Accounts Payable and Accrued Expenses$1,051$2,201▲ $1,150
Total Liabilities$1,051$2,201▲ $1,150
Net Assets / Fund Balance
Total Net Assets Fund Balance$57,155$52,946▼ $4,209
Total Liabilities and Net Assets / Fund Balance$58,206$55,147▼ $3,059
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Julia EpstienPresident
Shaunda HenningExecutive Di
Amit VaswaniSecretary
Andres SantandreuTreasurer
R Dean ScottVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$63,042
Program Service Revenue
$41,442
Investment Income
$0
Other Revenue
$-9,059
Change in Net Assets
$-4,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,634
Total Fundraising Expense$12,936
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$22,176$1,848$12,936$36,960
Conferences and Meetings$24,320--$24,320
Travel$17,093--$17,093
Fees for Services Other$11,612--$11,612
Office Expenses$5,774$642-$6,416
Insurance-$1,733-$1,733
Fees for Services Accounting-$1,500-$1,500
Total Functional Expenses$80,975$5,723$12,936$99,634
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$92,896
Fundraising Gross Income$83,837
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$26,887$26,887$32,129$-5,242
Sporting Clay S$25,686$25,686$23,566$2,120
Total Events$82,055$82,055$91,029$-8,974
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization has members.”

Form 990, Page 6, Part VI, Line 7A

“Directors and officers (governing board) are elected by the organization's members, by nominations and majority vote.”

Form 990, Page 6, Part VI, Line 7B

“Decisions and actions of the board are subject to approval by voting members.”

Form 990, Page 6, Part VI, Line 11B

“A copy of form 990 is available to all members that request a copy, including officers.”

Form 990, Page 6, Part VI, Line 12C

“Annual reviews are performed to ensure no existing conflicts of interest.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Jacksonville Chapter American
EIN
59-2870663
Phone
9043898421
Address
1650 MARGARET ST SUITE 302 BOX 243, JACKSONVILLE, FL 32204

Signing Officer

Name
Shaunda Henning
Title
Executive Director
Phone
9043898421
Signed
2025-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julia Epstien
Formed
1956
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Paulk Reinschmidt
Address
720 SAINT JOHNS BLUFF RD N STE 4, JACKSONVILLE, FL 32225-7703
Preparer
Kenneth W Paulk
Phone
9049977161
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“SUPPORT MEMBER SERVICES.”

Form 990, Part IX, Line 11G

“OTHER FEES 11,612 0 0”

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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/PersonNm0JULIA EPSTIEN
IRS990/Form990PartVIISectionAGrp/PersonNm1R DEAN SCOTT
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01956
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IRS990/FundraisingActivitiesInd0true
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IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0188321
IRS990/GroupReturnForAffiliatesInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT MEMBER SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS AND OFFICERS (GOVERNING BOARD) ARE ELECTED BY THE ORGANIZATION'S MEMBERS, BY NOMINATIONS AND MAJORITY VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DECISIONS AND ACTIONS OF THE BOARD ARE SUBJECT TO APPROVAL BY VOTING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF FORM 990 IS AVAILABLE TO ALL MEMBERS THAT REQUEST A COPY, INCLUDING OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUAL REVIEWS ARE PERFORMED TO ENSURE NO EXISTING CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OTHER FEES 11,612 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt058206
IRS990/TotalAssetsEOYAmt055147
IRS990/TotalAssetsGrp/BOYAmt058206
IRS990/TotalAssetsGrp/EOYAmt055147
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt063042
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012936
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05723
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080975
IRS990/TotalFunctionalExpensesGrp/TotalAmt099634
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01051
IRS990/TotalLiabilitiesEOYAmt02201
IRS990/TotalLiabilitiesGrp/BOYAmt01051
IRS990/TotalLiabilitiesGrp/EOYAmt02201
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt057155
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt052946
IRS990/TotalOtherProgSrvcExpenseAmt080975
IRS990/TotalProgramServiceExpensesAmt080975
IRS990/TotalProgramServiceRevenueAmt041442
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041442
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt095425
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058206
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt055147
IRS990/TravelGrp/ProgramServicesAmt017093
IRS990/TravelGrp/TotalAmt017093
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.AIAJACKSONVILLE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAUNDA HENNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09043898421
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACKSONVILLE CHAPTER AMERICAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSTITUTE OF ARCHITECTS INC
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0592870663
ReturnHeader/Filer/PhoneNum09043898421
ReturnHeader/Filer/USAddress/AddressLine1Txt01650 MARGARET ST SUITE 302 BOX 243
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475124584
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAULK REINSCHMIDT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0720 SAINT JOHNS BLUFF RD N STE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0322257703
ReturnHeader/PreparerPersonGrp/PhoneNum09049977161
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH W PAULK
ReturnHeader/ReturnTs02025-08-04T10:13:27-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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