Civic Intelligence

Florida Chapter International Assoc of Assessing Officers

990EZ • Fiscal year 2015 • EIN 59-3454521

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 07, 2016

Organization ProfileN/A
PO Box 1920Palatka, FL 32178

(850) 488-6102

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

37th percentile

-1.2%

Higher net margin than 37% 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

43rd percentile

-1.2%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$70,050

Down $856 (-1.2%) from 2014

Net Assets

Down

$70,050

Down $856 (-1.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin37th percentile

Revenue

Up

$69,238

Up $11,122 (+19%) from 2014

Expenses

Up

$70,093

Up $20,626 (+42%) from 2014

Net Income

Down

-$855

Down $9,504 (-110%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$100K$50K$0Assets 2011: $80,658Liabilities 2011: $02011Assets 2012: $56,770Liabilities 2012: $02012Assets 2013: $62,257Liabilities 2013: $0Net Assets 2013: $62,2572013Assets 2014: $70,906Liabilities 2014: $0Net Assets 2014: $70,9062014Assets 2015: $70,050Liabilities 2015: $0Net Assets 2015: $70,0502015Assets 2016: $57,246Liabilities 2016: $0Net Assets 2016: $57,2462016Assets 2017: $58,603Liabilities 2017: $0Net Assets 2017: $58,6032017Assets 2018: $31,293Liabilities 2018: $0Net Assets 2018: $31,2932018Assets 2019: $50,949Liabilities 2019: $0Net Assets 2019: $50,9492019Assets 2020: $58,888Liabilities 2020: $0Net Assets 2020: $58,8882020Assets 2021: $33,505Liabilities 2021: $0Net Assets 2021: $33,5052021Assets 2022: $24,051Liabilities 2022: $0Net Assets 2022: $24,0512022Assets 2023: $36,869Liabilities 2023: $0Net Assets 2023: $36,8692023Assets 2024: $81,476Liabilities 2024: $8,428Net Assets 2024: $73,0482024

Highlighted filing

2015

Assets$70,050
Liabilities$0
Net Assets$70,050
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $90,152Expenses 2011: $82,037Net Income 2011: $8,1152011Revenue 2012: $69,515Expenses 2012: $93,403Net Income 2012: -$23,8882012Revenue 2013: $46,726Expenses 2013: $41,239Net Income 2013: $5,4872013Revenue 2014: $58,116Expenses 2014: $49,467Net Income 2014: $8,6492014Revenue 2015: $69,238Expenses 2015: $70,093Net Income 2015: -$8552015Revenue 2016: $72,836Expenses 2016: $85,640Net Income 2016: -$12,8042016Revenue 2017: $98,200Expenses 2017: $96,843Net Income 2017: $1,3572017Revenue 2018: $107,137Expenses 2018: $134,447Net Income 2018: -$27,3102018Revenue 2019: $113,144Expenses 2019: $93,488Net Income 2019: $19,6562019Revenue 2020: $53,465Expenses 2020: $45,526Net Income 2020: $7,9392020Revenue 2021: $122,029Expenses 2021: $147,412Net Income 2021: -$25,3832021Revenue 2022: $115,137Expenses 2022: $124,591Net Income 2022: -$9,4542022Revenue 2023: $162,867Expenses 2023: $150,049Net Income 2023: $12,8182023Revenue 2024: $167,397Expenses 2024: $135,193Net Income 2024: $32,2042024

Highlighted filing

2015

Revenue$69,238
Expenses$70,093
Net Income-$855
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 7, 2016
Return Version
2015v2.0
Gross Receipts
$69,238
Mission and Program Overview

Mission

The purpose of the chapter is the advancement of the objectives of the I.A.A.O. in Florida, to develop professionalism in assessment administration, to raise the standards of the profession, to gain recognition by the governmental authorities of the assessing profession, to gain for members recognition as qualified, objective, and unbiased assessors of property values.

Program Services

DescriptionGrantsExpenses
Conferences and Webinars: The Florida Chapter of the IAAO is dedicated to offering relevant educational opportunities in ad valorem assessment and administration and to promote the professional development of our members. These conferences also allow our members to stay informed on legislative changes, assessment practices and property tax law. An annual conference was held in 2015 providing education related to property tax assessment and administration. Approximately 191 members attended the conference in 2015. In addition, a seminar with 76 attendees, and a workshops were held, with 27 attendees. Webinars were held during the year.$63,121-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy M Sapp CFEDirector-$0--
Tracy Drake CAE AAS RESCFE2nd Vice Presid-$0--
Todd Finlayson CFEPresident-$0--
Katie CaseySecretary-$0--
Justin EdwardsTreasurer-$0--
Marsha ColemanMembership Director-$0--
Brian LoughreyVice President-$0--
Pat Alesandrini CAE RES MAIDirector-$0--
John Watterson GISPCFEDirector-$0--
Alice J WeinbergImm Past Presid-$0--
Filing and Contact Details

Filer

Filer Name
Florida Chapter International Assoc
EIN
59-3454521
Phone
8504886102
Address
PO Box 1920, Palatka, FL 32178

Signing Officer

Name
Justin Edwards CFE
Title
Treasurer
Signed
2016-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Thacher PA
Address
2832 First Avenue North, St Petersburg, FL 33713
Preparer
Frederick C Thacher
Phone
7273282721
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $58728”

Other Expenses.1009

“Depreciation $1165”

Other Expenses.1

“Website Expenses $3863”

Other Expenses.2

“Seminar Costs $3150”

Other Expenses.3

“Webinar Expenses $1243”

Other Expenses.4

“Awards $593”

Other Expenses.5

“Supplies & Materials $560”

Other Expenses.6

“Professional Fees $445”

Other Expenses.7

“Board Tool $204”

Other Expenses.8

“Taxes & Licenses $71”

Other Expenses.9

“Internet Expense $60”

Other Expenses.10

“Bank Charges $11”

Other Assets.1002

“Furniture and Fixtures - Beginning $3534 Furniture and Fixtures - Ending $4581”

Raw XML Appendix210 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Wendy M Sapp CFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tracy Drake CAE AAS RESCFE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Brian Loughrey
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8John Watterson GISPCFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Alice J Weinberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12nd Vice Presid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Membership Dir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Imm Past Presid
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03534
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04581
IRS990EZ/OtherExpensesTotalAmt070093
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IRS990EZ/ProgramServiceRevenueAmt050205
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070093
IRS990EZ/TotalProgramServiceExpensesAmt063121
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt083
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IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090107
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0333763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $58728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $1165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website Expenses $3863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Seminar Costs $3150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Webinar Expenses $1243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Awards $593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies & Materials $560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Professional Fees $445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board Tool $204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Taxes & Licenses $71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Internet Expense $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Charges $11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Furniture and Fixtures - Beginning $3534 Furniture and Fixtures - Ending $4581
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
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ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Justin Edwards CFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Florida Chapter International Assoc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Assessing Officers
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0593454521
ReturnHeader/Filer/PhoneNum08504886102
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1920
ReturnHeader/Filer/USAddress/CityNm0Palatka
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032178
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thacher PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02832 First Avenue North
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St Petersburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033713
ReturnHeader/PreparerPersonGrp/PhoneNum07273282721
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frederick C Thacher
ReturnHeader/ReturnTs02016-03-07T11:15:11-08:00
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
$70,050
Liabilities
$0
Net assets
$70,050
Revenue
$69,238
Expenses
$70,093
Net income
-$855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.08$0.73$1.67$1.35$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.63$1.50$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$1.15$1.25$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.22$1.47$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.53$0.46$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.13$0.93$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.07$1.34$0.27
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.98$0.97$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.73$0.86$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.69$0.70$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.58$0.49$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.47$0.41$0.05
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.70$0.93$0.24
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.90$0.82$0.08