Civic Intelligence

East Florida Chapter of the Appraisal Institute

990EZ • Fiscal year 2024 • EIN 59-6154111

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

Organization Profilewww.EFLAI.org
200 W Madison St Ste 2000Chicago, IL 60606-3515

(312) 335-4100

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.09x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.09x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

57th percentile

5.2%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

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

Asset Growth

60th percentile

6.7%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$165,924

Up $10,453 (+6.7%) from 2023

Net Assets

Up

$150,460

Up $10,839 (+7.8%) from 2023

Liabilities

Down

$15,464

Down $386 (-2.4%) from 2023

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin57th percentile

Revenue

Up

$180,126

Up $25,885 (+17%) from 2023

Expenses

Up

$170,783

Up $30,571 (+22%) from 2023

Net Income

Down

$9,343

Down $4,686 (-33%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

2024

Assets$165,924
Liabilities$15,464
Net Assets$150,460
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

2024

Revenue$180,126
Expenses$170,783
Net Income$9,343
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.1
Gross Receipts
$180,126
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.

To empower valuation professionals through community credentialing education body of knowledge and ethical standards.

Program Services

DescriptionGrantsExpenses
Education - The Appraisal Institute provides a curriculum of courses and seminars for residential and commercial real estate appraisal.$0$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ken Terrell MAIPresidentPT$0--
Michael Daniel MAIVice PresidentPT$0--
Phillip Brandt MAI AI-GRSSecretary-$0--
Charles Buhler MAITreasurer-$0--
Jim Hassenau MAI AI-GRSDirector-$0--
Howard Cooksey MAIDirector-$0--
Laura Carrol MAIDirector-$0--
Drew Han MAIDirector-$0--
Hal KatzDirector-$0--
Brian CaseyDirector-$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
Address
200 W MADISON ST STE 2000, CHICAGO, IL 60606-3515

Signing Officer

Name
Elizabeth Kramer
Title
Controller
Phone
3123354143
Signed
2025-11-14
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Advertising & Promo, $1674| Office Expenses, $4999| Information Tech, $2547| Travel, $9021| Conferences Meetings, $48564| Administrative Fees, $3556| Education Expense, $36753|”

Part I, line 20

“| Explanation:, Amount:| Unrealized gain on investments, $1496|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $5447, $7900|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $1182, $188| Deferred Revenue, $14668, $15276|”

Raw XML Appendix179 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/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ken Terrell MAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael Daniel MAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Phillip Brandt MAI AI-GRS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Charles Buhler MAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jim Hassenau MAI AI-GRS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Howard Cooksey MAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Laura Carrol MAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Drew Han MAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Hal Katz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Brian Casey
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
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IRS990EZ/OtherChangesInNetAssetsAmt01496
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IRS990ScheduleC/PoliticalExpendituresAmt00
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IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/VolunteerHoursCnt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Advertising & Promo, $1674| Office Expenses, $4999| Information Tech, $2547| Travel, $9021| Conferences Meetings, $48564| Administrative Fees, $3556| Education Expense, $36753|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, Amount:| Unrealized gain on investments, $1496|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $5447, $7900|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $1182, $188| Deferred Revenue, $14668, $15276|
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Kramer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Controller
ReturnHeader/BusinessOfficerGrp/PhoneNum03123354143
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EAST FLORIDA CHAPTER OF THE APPRAISAL INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0596154111
ReturnHeader/Filer/ForeignPhoneNum03123354100
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 W MADISON ST STE 2000
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606063515
ReturnHeader/ReturnTs02025-11-14T11:48:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$165,924
Liabilities
$15,464
Net assets
$150,460
Revenue
$180,126
Expenses
$170,783
Net income
$9,343
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)6 • <$500k nonprofits