Civic Intelligence

Phoenix Chapter of the Appraisal Institute

990 • Fiscal year 2015 • EIN 86-0694005

Jan 01, 2015 to Dec 31, 2015 • Filed on May 18, 2016

Organization Profilewww.aiphoenix.org
919 W MarshallPhoenix, AZ 85013

(602) 284-6219

Siviq Scores

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

Liabilities / Assets

97th percentile

1.00x

Higher debt load relative to assets than 97% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

99th percentile

2.28x

Higher debt load relative to revenue than 99% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

33rd percentile

-5.2%

Faster asset growth than 33% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$139,072

Down $7,661 (-5.2%) from 2014

Net Assets

Down

$0

Down $146,733 (-100%) from 2014

Liabilities

Up

$139,072

Up $139,072 from 2014

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin19th percentile

Revenue

Down

$60,906

Down $7,278 (-11%) from 2014

Expenses

Down

$68,423

Down $16,601 (-20%) from 2014

Net Income

Up

-$7,517

Up $9,323 (+55%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$300K$200K$100K$0Assets 2011: $180,329Liabilities 2011: $0Net Assets 2011: $180,3292011Assets 2012: $169,838Liabilities 2012: $0Net Assets 2012: $169,8382012Assets 2013: $163,168Liabilities 2013: $0Net Assets 2013: $163,1682013Assets 2014: $146,733Liabilities 2014: $0Net Assets 2014: $146,7332014Assets 2015: $139,072Liabilities 2015: $139,072Net Assets 2015: $02015Assets 2016: $126,370Liabilities 2016: $0Net Assets 2016: $126,3702016Assets 2017: $156,087Liabilities 2017: $0Net Assets 2017: $156,0872017Assets 2018: $161,358Liabilities 2018: $0Net Assets 2018: $161,3582018Assets 2019: $178,183Liabilities 2019: $0Net Assets 2019: $178,1832019Assets 2020: $192,969Liabilities 2020: $18,1532020Assets 2021: $191,200Liabilities 2021: $22,997Net Assets 2021: $168,2032021Assets 2023: $195,208Liabilities 2023: $11,982Net Assets 2023: $183,2262023Assets 2024: $200,427Liabilities 2024: $12,171Net Assets 2024: $188,2562024

Highlighted filing

2015

Assets$139,072
Liabilities$139,072
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth26th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $134,249Expenses 2011: $128,951Net Income 2011: $5,2982011Expenses 2012: $119,8482012Revenue 2013: $85,485Expenses 2013: $92,155Net Income 2013: -$6,6702013Revenue 2014: $68,184Expenses 2014: $85,024Net Income 2014: -$16,8402014Revenue 2015: $60,906Expenses 2015: $68,423Net Income 2015: -$7,5172015Revenue 2016: $63,006Expenses 2016: $75,708Net Income 2016: -$12,7022016Revenue 2017: $100,966Expenses 2017: $71,336Net Income 2017: $29,6302017Revenue 2018: $77,619Expenses 2018: $72,348Net Income 2018: $5,2712018Revenue 2019: $78,755Expenses 2019: $61,930Net Income 2019: $16,8252019Revenue 2020: $37,281Expenses 2020: $40,774Net Income 2020: -$3,4932020Revenue 2021: $40,327Expenses 2021: $50,219Net Income 2021: -$9,8922021Revenue 2023: $64,774Expenses 2023: $53,594Net Income 2023: $11,1802023Revenue 2024: $56,438Expenses 2024: $53,375Net Income 2024: $3,0632024

Highlighted filing

2015

Revenue$60,906
Expenses$68,423
Net Income-$7,517
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 18, 2016
Return Version
2015v2.1
Gross Receipts
$60,906
Mission and Program Overview

Mission

To advance and support its members as the choice for real estate solutions.

To advance and support its members as the choice for real estate solutions

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$146,328$139,072▼ $7,256
Total Assets$146,733$139,072▼ $7,661
Other Assets Total$405--
Liabilities
Other Liabilities$146,733$139,072▼ $7,661
Total Liabilities$146,733$139,072▼ $7,661
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$146,733$139,072▼ $7,661
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Jay Ramos MaiPresident
Dale C Cooper Maisraai-grs Ai-rrsVice President
Howard Charles JohnsonDirector
James DrickillDirector
Tracy JohnsonDirector
Jeannie BeeaffExecutive Director
Stephen G Leach MaiRegional Representative
Tim NieblingSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$60,889
Investment Income
$17
Other Revenue
$0
All Other Contributions
$23,163
Change in Net Assets
$-7,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$68,423
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
Other Expenses$28,000$8,753-$28,000
Fees for Services Lobbying-$24,025-$24,025
Travel$3,016--$3,016
Fees for Services Accounting-$2,992-$2,992
Office Expenses-$837-$837
Advertising-$800-$800
Total Functional Expenses$31,016$37,407$0$68,423
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$139,072
Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
Filing and Contact Details

Filer

Filer Name
Phoenix Chapter Appraisal Institute
EIN
86-0694005
Phone
6022846219
Address
919 W MARSHALL, PHOENIX, AZ 85013

Signing Officer

Name
Gerald Zadac
Title
President
Signed
2016-05-18
Discuss with paid preparer
No

Organization Details

Principal Officer
Gerald Zadack
Formed
1947
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
8
Employees
0

Preparer

Preparer
Mary K Neuling
Phone
6023305211
Supplemental Narrative

Additional Explanations

Form 990, Part I, Section 1, Line 1

“To advance and support its members as the choice for real estate solutions”

Raw XML Appendix281 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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IRS990/Form990PartVIISectionAGrp/PersonNm4STEPHEN G LEACH MAI
IRS990/Form990PartVIISectionAGrp/PersonNm5HOWARD CHARLES JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm6TRACY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES DRICKILL
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01947
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupExemptionNum09464
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt037726
IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OtherAssetsTotalGrp/BOYAmt0405
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/OtherExpensesGrp/TotalAmt128000
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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PrincipalOfficerNm0GERALD ZADACK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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ReturnHeader/BuildTS02016-12-15 16:53:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD ZADAC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX CHAPTER APPRAISAL INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0860694005
ReturnHeader/Filer/PhoneNum06022846219
ReturnHeader/Filer/USAddress/AddressLine1Txt0919 W MARSHALL
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085013
ReturnHeader/PreparerPersonGrp/PhoneNum06023305211
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary K Neuling
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-18T11:30:37-00:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,072
Liabilities
$139,072
Net assets
$0
Revenue
$60,906
Expenses
$68,423
Net income
-$7,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.12$1.88$0.56$0.53$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.95$0.12$1.83$0.65$0.54$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.23$1.68$0.40$0.50$0.10
2020Summary only. Only limited summary data is available for this year.$1.93$0.18$0.37$0.41$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.79$0.62$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.78$0.72$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$1.01$0.71$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.63$0.76$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.00$0.61$0.68$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.68$0.85$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.85$0.92$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.00$1.70$1.20
2011Summary only. Only limited summary data is available for this year.$1.80$0.00$1.80$1.34$1.29$0.05