Civic Intelligence

East Florida Chapter of the Appraisal Institute

990EZ • Fiscal year 2021 • EIN 59-6154111

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

200 W Madison St Ste 1500Chicago, IL 60606-3515

(312) 335-4100

Siviq Scores

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

Liabilities / Assets

78th percentile

0.17x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

0.24x

Higher debt load relative to revenue than 81% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

60th percentile

14%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

60th percentile

13%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

43rd percentile

-2.4%

Faster revenue growth than 43% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$122,437

Up $14,399 (+13%) from 2020

Net Assets

$101,134

No earlier filing loaded for comparison.

Liabilities

Down

$21,303

Down $1,355 (-6.0%) from 2020

Revenue

Down

$89,261

Down $2,232 (-2.4%) from 2020

Expenses

Down

$76,815

Down $17,070 (-18%) from 2020

Net Income

Up

$12,446

Up $14,838 (+620%) from 2020

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $118,259Liabilities 2011: $8252011Assets 2012: $107,768Liabilities 2012: $845Net Assets 2012: $106,9232012Assets 2013: $118,385Liabilities 2013: $1,836Net Assets 2013: $116,5492013Assets 2014: $133,710Liabilities 2014: $923Net Assets 2014: $132,7872014Assets 2015: $106,336Liabilities 2015: $923Net Assets 2015: $105,4132015Assets 2016: $106,505Liabilities 2016: $02016Assets 2017: $120,092Liabilities 2017: $26,3552017Assets 2018: $105,580Liabilities 2018: $18,3342018Assets 2019: $105,009Liabilities 2019: $20,4762019Assets 2020: $108,038Liabilities 2020: $22,6582020Assets 2021: $122,437Liabilities 2021: $21,303Net Assets 2021: $101,1342021Assets 2022: $143,823Liabilities 2022: $23,440Net Assets 2022: $120,3832022Assets 2023: $155,471Liabilities 2023: $15,850Net Assets 2023: $139,6212023Assets 2024: $165,924Liabilities 2024: $15,464Net Assets 2024: $150,4602024

Highlighted filing

2021

Assets$122,437
Liabilities$21,303
Net Assets$101,134

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $165,723Expenses 2011: $155,943Net Income 2011: $9,7802011Revenue 2012: $139,413Expenses 2012: $149,924Net Income 2012: -$10,5112012Revenue 2013: $145,496Expenses 2013: $135,870Net Income 2013: $9,6262013Revenue 2014: $242,498Expenses 2014: $226,260Net Income 2014: $16,2382014Revenue 2015: $117,282Expenses 2015: $144,656Net Income 2015: -$27,3742015Revenue 2016: $182,328Expenses 2016: $181,236Net Income 2016: $1,0922016Revenue 2017: $115,310Expenses 2017: $128,078Net Income 2017: -$12,7682017Revenue 2018: $186,196Expenses 2018: $190,429Net Income 2018: -$4,2332018Revenue 2019: $128,622Expenses 2019: $135,473Net Income 2019: -$6,8512019Revenue 2020: $91,493Expenses 2020: $93,885Net Income 2020: -$2,3922020Revenue 2021: $89,261Expenses 2021: $76,815Net Income 2021: $12,4462021Revenue 2022: $177,228Expenses 2022: $148,459Net Income 2022: $28,7692022Revenue 2023: $154,241Expenses 2023: $140,212Net Income 2023: $14,0292023Revenue 2024: $180,126Expenses 2024: $170,783Net Income 2024: $9,3432024

Highlighted filing

2021

Revenue$89,261
Expenses$76,815
Net Income$12,446
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Gross Receipts
$89,261
Mission and Program Overview

Mission

Association and education of real estate appraisers to support and advance its members as the choice for real estate solutions and maintain professional credentials, standards of professional practice and ethics consistent with the public good.

Toempowervaluationprofessionalsthroughcommunity,credentialing,education,bodyofknowledgeandethicalstandards.

Program Services

DescriptionGrantsExpenses
Education-TheAppraisalInstituteprovidesacurriculumofcoursesandseminarsforresidentialandcommercialrealestateappraisal.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Randall Rex MAIPresidentPT$0--
Willem Faber MAIVice President-$0--
Riley Jones MAI SRATreasurerPT$0--
Kristin Soltys MAISecretary-$0--
Curtis Phillips MAIDirector-$0--
Kenneth Terrell Jr MAIDirector-$0--
David Randall MAI AI-GRSDirector-$0--
Marcos Salas MAI SRA AI-RRSDirector-$0--
Laura Grove AI-GRSDirector-$0--
James M Kleitz MAIDirector-$0--
Political and Lobbying Activity
In-house lobbying only
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$0
Section 527 Activity Spending$0
Total Exempt Function Spending$0
Filing and Contact Details

Filer

Filer Name
East Florida Chapter of the Appraisal Institute
EIN
59-6154111
In Care Of
% Randall Rex
Address
200 W MADISON ST STE 1500, CHICAGO, IL 60606-3515

Signing Officer

Name
Riley Jones
Title
Treasurer
Signed
2022-11-10
Supplemental Narrative

Additional Explanations

Part I, line 16

| Other Expenses:, Amount:| Administrative Fees, $2160| Conferences Conventions and Meetings, $921| Education Expense, $14402| Information Technology, $1468| Office Expenses, $1550| Travel, $196| Advertising and Promotion, $250|

Part I, line 20

| Explanation:, Amount:| Unrealized Gain on Investments, $3308|

Part II, line 24

| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $14476, $10766|

Part II, line 26

| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable and Accrued Expenses, $1150, $0| Deferred Revenue, $21508, $21303|

Raw XML Appendix157 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/PersonNm4Curtis Phillips MAI
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Administrative Fees, $2160| Conferences Conventions and Meetings, $921| Education Expense, $14402| Information Technology, $1468| Office Expenses, $1550| Travel, $196| Advertising and Promotion, $250|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, Amount:| Unrealized Gain on Investments, $3308|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $14476, $10766|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable and Accrued Expenses, $1150, $0| Deferred Revenue, $21508, $21303|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Riley Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EAST FLORIDA CHAPTER OF THE APPRAISAL INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0596154111
ReturnHeader/Filer/ForeignPhoneNum03123354100
ReturnHeader/Filer/InCareOfNm0% Randall Rex
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 W MADISON ST STE 1500
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606063515
ReturnHeader/ReturnTs02022-11-10T14:45:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.15$1.50$1.80$1.71$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.16$1.40$1.54$1.40$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.23$1.20$1.77$1.48$0.29
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.21$1.01$0.89$0.77$0.12
2020Summary only. Only limited summary data is available for this year.$1.08$0.23$0.91$0.94$0.02
2019Summary only. Only limited summary data is available for this year.$1.05$0.20$1.29$1.35$0.07
2018Summary only. Only limited summary data is available for this year.$1.06$0.18$1.86$1.90$0.04
2017Summary only. Only limited summary data is available for this year.$1.20$0.26$1.15$1.28$0.13
2016Summary only. Only limited summary data is available for this year.$1.07$0.00$1.82$1.81$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.05$1.17$1.45$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.33$2.42$2.26$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.02$1.17$1.45$1.36$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.01$1.07$1.39$1.50$0.11
2011Summary only. Only limited summary data is available for this year.$1.18$0.01$1.66$1.56$0.10