Civic Intelligence

Phoenix Chapter of the Appraisal Institute

990EZ • Fiscal year 2019 • EIN 86-0694005

Jan 01, 2019 to Dec 31, 2019 • Filed on May 05, 2020

Organization Profilewww.aiphoenix.org
919 West Marshall AvenuePhoenix, AZ 85013

(602) 284-6219

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.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

85th percentile

21%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

1.5%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$178,183

Up $16,825 (+10%) from 2018

Net Assets

Up

$178,183

Up $16,825 (+10%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin85th percentile

Revenue

Up

$78,755

Up $1,136 (+1.5%) from 2018

Expenses

Down

$61,930

Down $10,418 (-14%) from 2018

Net Income

Up

$16,825

Up $11,554 (+219%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2019

Assets$178,183
Liabilities$0
Net Assets$178,183
Open 2019 Filing

Operations Trend

Revenue Growth51st 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

2019

Revenue$78,755
Expenses$61,930
Net Income$16,825
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 5, 2020
Return Version
2019v5.1
Gross Receipts
$78,755
Mission and Program Overview

Mission

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

Develop property economic professionals

Program Services

DescriptionGrantsExpenses
To offer elite education to members to advance professionalism in the appraisal industry-$24,142
Identify and recruit individuals to serve in a leadership capacity-$3,467
Promote advancement towards the designation of all non-designated members-$2,402
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael V ShebekPresidentPT$0--
Howard C JohnsonSecretarytreasurerPT$0--
Jim DriskillRegional RepresentativePT$0--
Steve MacDonaldEducation ChairPT$0--
Stephen NieblingRegional RepresentativePT$0--
Ned ChappellRegional RepresentativePT$0--
John WyattEducation ChairPT$0--
Filing and Contact Details

Filer

Filer Name
Phoenix Chapter Appraisal Institute
EIN
86-0694005
Address
919 West Marshall Avenue, Phoenix, AZ 85013

Signing Officer

Name
Michael V Shebek MAIAI-GRS
Title
President
Phone
6022846219
Signed
2020-05-05
Discuss with paid preparer
No

Preparer

Firm
Baumert & Wagner-Corona PLLC
Address
603 East Fairmont Drive, Tempe, AZ 85282
Preparer
Joseph Wagner-Corona
Phone
6027411284
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountEducation Programs 24,142Chapter Meetings 3,467Travel 1,494”

Raw XML Appendix141 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06022846219
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0919 West Marshall Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Phoenix
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0161358
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0178183
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt016825
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IRS990EZ/GroupExemptionNum09464
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0236
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt035490
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0161358
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0178183
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michael V Shebek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Howard C Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jim Driskill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve MacDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephen Niebling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ned Chappell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6John Wyatt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SecretaryTreasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Regional Representative
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Education Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Regional Representative
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Regional Representative
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Education Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt029103
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Develop property economic professionals
IRS990EZ/PrintingPublicationsPostageAmt02439
IRS990EZ/ProgramServiceRevenueAmt043029
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Identify and recruit individuals to serve in a leadership capacity
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024142
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12402
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23467
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061930
IRS990EZ/TotalProgramServiceExpensesAmt030011
IRS990EZ/TotalRevenueAmt078755
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.aiphoenix.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountEducation Programs 24,142Chapter Meetings 3,467Travel 1,494
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael V Shebek MAIAI-GRS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06022846219
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phoenix Chapter Appraisal Institute
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0860694005
ReturnHeader/Filer/USAddress/AddressLine1Txt0919 West Marshall Avenue
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085013
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId086205920201274bsxmyh
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.74.187.230
ReturnHeader/FilingSecurityInformation/IPDt02020-05-06
ReturnHeader/FilingSecurityInformation/IPTm022:57:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472252845
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baumert & Wagner-Corona PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0603 East Fairmont Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tempe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085282
ReturnHeader/PreparerPersonGrp/PhoneNum06027411284
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph Wagner-Corona
ReturnHeader/ReturnTs02020-05-06T22:56:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$178,183
Liabilities
$0
Net assets
$178,183
Revenue
$78,755
Expenses
$61,930
Net income
$16,825
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