Civic Intelligence

North Texas Chapter of the Appraisal Institute

990 • Fiscal year 2017 • EIN 75-1401980

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

PO Box 801807Dallas, TX 75380-1807

(972) 233-2244

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

38th percentile

-1.6%

Higher net margin than 38% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-0.8%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

38%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$233,079

Down $1,975 (-0.8%) from 2016

Net Assets

Down

$233,079

Down $1,975 (-0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$126,073

Up $34,784 (+38%) from 2016

Expenses

Down

$128,048

Down $17,445 (-12%) from 2016

Net Income

Up

-$1,975

Up $52,229 (+96%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $214,166Liabilities 2010: $0Net Assets 2010: $214,1662010Assets 2011: $221,336Liabilities 2011: $0Net Assets 2011: $221,3362011Assets 2012: $237,259Liabilities 2012: $0Net Assets 2012: $237,2592012Assets 2013: $255,377Liabilities 2013: $0Net Assets 2013: $255,3772013Assets 2014: $273,617Liabilities 2014: $0Net Assets 2014: $273,6172014Assets 2015: $289,258Liabilities 2015: $0Net Assets 2015: $289,2582015Assets 2016: $235,054Liabilities 2016: $0Net Assets 2016: $235,0542016Assets 2017: $233,079Liabilities 2017: $0Net Assets 2017: $233,0792017Assets 2018: $280,545Liabilities 2018: $0Net Assets 2018: $280,5452018Assets 2019: $269,353Liabilities 2019: $0Net Assets 2019: $269,3532019Assets 2020: $328,961Liabilities 2020: $61,4162020Assets 2021: $316,517Liabilities 2021: $29,685Net Assets 2021: $286,8322021Assets 2022: $323,919Liabilities 2022: $42,015Net Assets 2022: $281,9042022Assets 2023: $322,429Liabilities 2023: $33,249Net Assets 2023: $289,1802023Assets 2024: $345,887Liabilities 2024: $57,739Net Assets 2024: $288,1482024

Highlighted filing

2017

Assets$233,079
Liabilities$0
Net Assets$233,079

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $170,3582010Expenses 2011: $148,6722011Expenses 2012: $110,5592012Revenue 2013: $145,262Expenses 2013: $127,144Net Income 2013: $18,1182013Revenue 2014: $127,440Expenses 2014: $109,200Net Income 2014: $18,2402014Revenue 2015: $136,709Expenses 2015: $121,068Net Income 2015: $15,6412015Revenue 2016: $91,289Expenses 2016: $145,493Net Income 2016: -$54,2042016Revenue 2017: $126,073Expenses 2017: $128,048Net Income 2017: -$1,9752017Revenue 2018: $156,145Expenses 2018: $108,679Net Income 2018: $47,4662018Revenue 2019: $98,148Expenses 2019: $109,340Net Income 2019: -$11,1922019Revenue 2020: $122,312Expenses 2020: $124,264Net Income 2020: -$1,9522020Revenue 2021: $139,612Expenses 2021: $131,023Net Income 2021: $8,5892021Revenue 2022: $177,778Expenses 2022: $150,351Net Income 2022: $27,4272022Revenue 2023: $161,436Expenses 2023: $154,160Net Income 2023: $7,2762023Revenue 2024: $171,525Expenses 2024: $177,451Net Income 2024: -$5,9262024

Highlighted filing

2017

Revenue$126,073
Expenses$128,048
Net Income-$1,975
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$126,073
Mission and Program Overview

Mission

Toempowervaluationprofessionalsthroughcommunity,credentialing,education,bodyofknowledgeandethicalstandards.

To support and advance members as the choice for real estate solutions and uphold professional credentials, standards of professional practice and ethics consistent with the public good.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$235,054$233,079▼ $1,975
Total Assets$235,054$233,079▼ $1,975
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$235,054$233,079▼ $1,975
Total Net Assets Fund Balance$235,054$233,079▼ $1,975
Total Liabilities and Net Assets / Fund Balance$235,054$233,079▼ $1,975
Compensation and Service Providers

Board Members and Trustees

NameTitle
James Rohrig MaiPresident
Brandon Davis MaiBoard Member
Emma Rhodes MaiBoard Member
Greg ZacharyBoard Member
Joe Bill Thompson MaiBoard Member
Joe Milkes MaiBoard Member
Mac Bottum MaiBoard Member
Michael Cook Mai SraBoard Member
Robbie Wilson SraBoard Member
Tony Lenamon MaiBoard Member
Troy Alley MaiBoard Member
Arleen Cassidy Mai Ai-grsPast Preside
John Scarborough SraSecretary
Mark Lowery Mai Ai-grsTreasurer
Chris Roach MaiVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$125,989
Investment Income
$84
Other Revenue
$0
Change in Net Assets
$-1,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$128,048
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$25,746--$25,746
Travel-$8,707-$8,707
All Other Expenses-$7,564-$7,564
Other Expenses$3,300$3,413-$3,300
Fees for Services Legal-$950-$950
Total Functional Expenses$29,046$99,002$0$128,048
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

James rohrig, mai 2021 mckinney ave, suite 900 dallas, tx 75201 chris roach, mai 8300 douglas ave, suite 600 dallas, tx 75225 john scarborough, sra 6060 n central expressway, suite 860 dallas, tx 75206 mark lowery, mai, ai-grs 105 decker court, suite 1000 irving, tx 75062

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

The form 990 is forwarded to the officers of the organization. The president, vice-president, or treasurer normally reviews, signs and files the tax return.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Appraisal Institute
EIN
75-1401980
Phone
9722332244
Address
PO BOX 801807, DALLAS, TX 75380-1807

Signing Officer

Name
Chris Roach Mai
Title
Vice-president
Phone
9722332244
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Rohrig Mai
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Scott & Scott Cpas
Address
6060 N CENTRAL EXPRESSWAY 644, DALLAS, TX 75206-5270
Preparer
Ronald E Scott Ii
Phone
2143630844
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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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IRS990/Form990PartVIISectionAGrp/PersonNm13ROBBIE WILSON SRA
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAMES ROHRIG, MAI 2021 MCKINNEY AVE, SUITE 900 DALLAS, TX 75201 CHRIS ROACH, MAI 8300 DOUGLAS AVE, SUITE 600 DALLAS, TX 75225 JOHN SCARBOROUGH, SRA 6060 N CENTRAL EXPRESSWAY, SUITE 860 DALLAS, TX 75206 MARK LOWERY, MAI, AI-GRS 105 DECKER COURT, SUITE 1000 IRVING, TX 75062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS FORWARDED TO THE OFFICERS OF THE ORGANIZATION. THE PRESIDENT, VICE-PRESIDENT, OR TREASURER NORMALLY REVIEWS, SIGNS AND FILES THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0235054
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0233079
IRS990/TotalProgramServiceExpensesAmt029046
IRS990/TotalProgramServiceRevenueAmt0125989
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0126073
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0126073
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0235054
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0233079
IRS990/TravelGrp/ManagementAndGeneralAmt08707
IRS990/TravelGrp/TotalAmt08707
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0235054
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0233079
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02021 MCKINNEY AVE SUITE 900
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075201
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.AINORTHTEXAS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS ROACH MAI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09722332244
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPRAISAL INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NORTH TEXAS CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0APPR
ReturnHeader/Filer/EIN0751401980
ReturnHeader/Filer/PhoneNum09722332244
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 801807
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0753801807
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05141BAE0F0330648A4008BDB7ED2351B3EDC5047
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId050FE516F4BABE36945C0B7922AF8C3667C0886EE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.87.43.162
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:08:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752852160
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCOTT & SCOTT CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06060 N CENTRAL EXPRESSWAY 644
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752065270
ReturnHeader/PreparerPersonGrp/PhoneNum02143630844
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD E SCOTT II
ReturnHeader/ReturnTs02018-11-14T14:08:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.46$0.58$2.88$1.72$1.77$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.22$0.33$2.89$1.61$1.54$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.24$0.42$2.82$1.78$1.50$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.17$0.30$2.87$1.40$1.31$0.09
2020Summary only. Only limited summary data is available for this year.$3.29$0.61$1.22$1.24$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.98$1.09$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$1.56$1.09$0.47
2017Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$1.26$1.28$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.91$1.45$0.54
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$1.37$1.21$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$1.27$1.09$0.18
2013Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$1.45$1.27$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.00$2.37$1.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.00$2.21$1.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.00$2.14$1.70