Civic Intelligence

Appraisal Institute South Texas Chapter

EIN 74-6062519 • 501(c)6 • La Vernia, TX

Profile

Educational Seminars and Meetings

PO Box 1523La Vernia, TX 78121

www.appraisalinstitute.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

31st percentile

-11%

Higher net margin than 31% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$13,240

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-32%

Faster asset growth than 20% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

13%

Faster revenue growth than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$10,000

Down $4,604 (-32%) from 2017

Liabilities

Up

$139

Up $71 (+104%) from 2017

Net Assets

Down

$9,861

Down $4,675 (-32%) from 2017

Operations
Liabilities / Revenue55th percentileNet Margin31st percentile

Revenue

Up

$43,591

Up $5,035 (+13%) from 2017

Expenses

Up

$48,266

Up $3,414 (+7.6%) from 2017

Net Income

Up

-$4,675

Up $1,621 (+26%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$40K$30K$20K$10K$0Assets 2011: $28,289Liabilities 2011: $210Net Assets 2011: $28,0792011Assets 2012: $28,423Liabilities 2012: $88Net Assets 2012: $28,3352012Assets 2013: $35,984Liabilities 2013: $02013Assets 2014: $38,438Liabilities 2014: $40Net Assets 2014: $38,3982014Assets 2015: $28,090Liabilities 2015: $68Net Assets 2015: $28,0222015Assets 2016: $20,900Liabilities 2016: $68Net Assets 2016: $20,8322016Assets 2017: $14,604Liabilities 2017: $68Net Assets 2017: $14,5362017Assets 2018: $10,000Liabilities 2018: $139Net Assets 2018: $9,8612018

Highlighted filing

2018

Assets$10,000
Liabilities$139
Net Assets$9,861
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

$100K$50K$0-$50KRevenue 2011: $76,943Expenses 2011: $84,279Net Income 2011: -$7,3362011Revenue 2012: $60,742Expenses 2012: $60,486Net Income 2012: $2562012Revenue 2013: $84,091Expenses 2013: $76,442Net Income 2013: $7,6492013Revenue 2014: $66,193Expenses 2014: $63,779Net Income 2014: $2,4142014Revenue 2015: $59,039Expenses 2015: $69,415Net Income 2015: -$10,3762015Revenue 2016: $53,595Expenses 2016: $60,785Net Income 2016: -$7,1902016Revenue 2017: $38,556Expenses 2017: $44,852Net Income 2017: -$6,2962017Revenue 2018: $43,591Expenses 2018: $48,266Net Income 2018: -$4,6752018

Highlighted filing

2018

Revenue$43,591
Expenses$48,266
Net Income-$4,675
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,000
Liabilities
$139
Net assets
$9,861
Revenue
$43,591
Expenses
$48,266
Net income
-$4,675
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$10.0$0.14$9.86$43.6$48.3$4.68
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.07$14.5$38.6$44.9$6.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.07$20.8$53.6$60.8$7.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.1$0.07$28.0$59.0$69.4$10.4
2014Detailed filing. Detailed filing data is available for this year.$38.4$0.04$38.4$66.2$63.8$2.41
2013Summary only. Only limited summary data is available for this year.$36.0$0.00$84.1$76.4$7.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.4$0.09$28.3$60.7$60.5$0.26
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$0.21$28.1$76.9$84.3$7.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$43,591
Mission and Program Overview

Mission

Educational Seminars and Meetings

Program Services

DescriptionGrantsExpenses
Educational Seminars and Meetings for the Benefit of the Organizations Members-$20,405
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary M MainzExecutive DirectorPT$13,240-$13,240
Brett E WeatherbiePresident-$0--
Mark C Schulze1st Vice President-$0--
Carl K Eisenhauer2nd Vice President-$0--
Mitchell KirkpatrickTreasurer-$0--
Mario A CaroSecretary-$0--
Sergio A AlvarezDirector-$0--
Darin F PostonDirector-$0--
Clinton J BendeleDirector-$0--
Walter SandisonImmediate Past President-$0--
Filing and Contact Details

Filer

Filer Name
Appraisal Institute South Texas Chapter
EIN
74-6062519
Phone
2102236666
Address
PO Box 1523, La Vernia, TX 78121

Signing Officer

Name
Mitchell Kirkpatrick
Title
Treasurer
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Martinez Rosario & Company LLP
Address
14100 San Pedro Avenue Suite 611, San Antonio, TX 78232
Preparer
Ismael N Martinez CPA
Phone
2102771898
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Online Revenue Sharing 1,861”

Form 990-EZ, Part I, Line 8, Other Revenue

“Miscellaneous Revenue 554”

Form 990-EZ, Part I, Line 16, Other Expenses

“Travel 3,993”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Charge 82”

Form 990-EZ, Part I, Line 16, Other Expenses

“Education Expense 20,405”

Form 990-EZ, Part I, Line 16, Other Expenses

“Office Supplies 691”

Form 990-EZ, Part I, Line 16, Other Expenses

“Software Purchase Installation 615”

Form 990-EZ, Part I, Line 16, Other Expenses

“Miscellaneous 2,185”

Form 990-EZ, Part I, Line 16, Other Expenses

“Tax 1,014”

Form 990-EZ, Part I, Line 16, Other Expenses

“Sales Tax Expense 566”

Form 990-EZ, Part II, Line 26, Liabilities

“Payroll Deductions/Accruals Beginning of year 68, End of year 139”

Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Mary M Mainz
IRS990EZ/BooksInCareOfDetail/PhoneNum02102236666
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1523
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0La Vernia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078121
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014604
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010000
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4675
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01975
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014604
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010000
IRS990EZ/GrossReceiptsAmt043591
IRS990EZ/GroupExemptionNum09464
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013191
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014536
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09861
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014536
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09861
IRS990EZ/OccupancyRentUtltsAndMaintAmt03250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt913240
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brett E Weatherbie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mark C Schulze
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carl K Eisenhauer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mitchell Kirkpatrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mario A Caro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sergio A Alvarez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Darin F Poston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Clinton J Bendele
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Walter Sandison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Mary M Mainz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Immediate Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029551
IRS990EZ/OtherRevenueTotalAmt02415
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Seminars and Meetings
IRS990EZ/PrintingPublicationsPostageAmt050
IRS990EZ/ProgramServiceRevenueAmt027973
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational Seminars and Meetings for the Benefit of the Organizations Members
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020405
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt013440
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt068
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0139
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048266
IRS990EZ/TotalProgramServiceExpensesAmt020405
IRS990EZ/TotalRevenueAmt043591
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.appraisalinstitute.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Online Revenue Sharing 1,861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous Revenue 554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel 3,993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Charge 82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Education Expense 20,405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Supplies 691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Software Purchase Installation 615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous 2,185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Tax 1,014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Sales Tax Expense 566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Payroll Deductions/Accruals Beginning of year 68, End of year 139
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mitchell Kirkpatrick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Appraisal Institute South Texas Chapter
ReturnHeader/Filer/BusinessNameControlTxt0APPR
ReturnHeader/Filer/EIN0746062519
ReturnHeader/Filer/PhoneNum02102236666
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1523
ReturnHeader/Filer/USAddress/CityNm0La Vernia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078121
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId058D2D81DBFF1F8FFF166A3B3D24BDBFC6A097F09
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00CB06449DE1A9D8BD736747DE4E85296AB0F36A2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.78.69.234
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:48:12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Martinez Rosario & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014100 San Pedro Avenue Suite 611
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078232
ReturnHeader/PreparerPersonGrp/PhoneNum02102771898
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ismael N Martinez CPA
ReturnHeader/ReturnTs02019-11-12T11:45:52-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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