Civic Intelligence

Rocky Mountain Appa

990EZ • Fiscal year 2018 • EIN 87-0727330

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 02, 2018

1575 South State Street/Sfax 105Salt Lake City, UT 84115

(801) 957-3272

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

7th percentile

-62%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

29th percentile

-9.8%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$257,735

Down $27,969 (-9.8%) from 2017

Net Assets

Down

$257,735

Down $27,969 (-9.8%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$45,429

Down $33,179 (-42%) from 2017

Expenses

Up

$73,398

Up $3,741 (+5.4%) from 2017

Net Income

Down

-$27,969

Down $36,920 (-412%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $146,444Net Assets 2010: $146,4442010Assets 2011: $141,045Net Assets 2011: $141,0452011Assets 2015: $240,632Net Assets 2015: $240,6322015Assets 2016: $276,753Net Assets 2016: $276,7532016Assets 2017: $285,704Net Assets 2017: $285,7042017Assets 2018: $257,735Net Assets 2018: $257,7352018Assets 2019: $234,095Net Assets 2019: $234,0952019Assets 2020: $245,664Net Assets 2020: $245,6642020Assets 2021: $271,288Net Assets 2021: $271,2882021Assets 2022: $244,858Net Assets 2022: $244,8582022Assets 2023: $229,304Net Assets 2023: $229,3042023Assets 2024: $219,900Net Assets 2024: $219,9002024Assets 2025: $284,327Net Assets 2025: $284,3272025

Highlighted filing

2018

Assets$257,735
Liabilities-
Net Assets$257,735

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $35,305Expenses 2010: $41,719Net Income 2010: -$6,4142010Revenue 2011: $48,484Expenses 2011: $56,109Net Income 2011: -$7,6252011Revenue 2015: $139,561Expenses 2015: $41,039Net Income 2015: $98,5222015Revenue 2016: $95,429Expenses 2016: $59,308Net Income 2016: $36,1212016Revenue 2017: $78,608Expenses 2017: $69,657Net Income 2017: $8,9512017Revenue 2018: $45,429Expenses 2018: $73,398Net Income 2018: -$27,9692018Revenue 2019: $85,070Expenses 2019: $108,710Net Income 2019: -$23,6402019Revenue 2020: $134,897Expenses 2020: $123,328Net Income 2020: $11,5692020Revenue 2021: $51,466Expenses 2021: $25,842Net Income 2021: $25,6242021Revenue 2022: $48,578Expenses 2022: $75,008Net Income 2022: -$26,4302022Revenue 2023: $37,270Expenses 2023: $52,824Net Income 2023: -$15,5542023Revenue 2024: $31,828Expenses 2024: $66,021Net Income 2024: -$34,1932024Revenue 2025: $176,105Expenses 2025: $120,689Net Income 2025: $55,4162025

Highlighted filing

2018

Revenue$45,429
Expenses$73,398
Net Income-$27,969
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Aug 2, 2018
Return Version
2017v2.2
Gross Receipts
$45,429
Mission and Program Overview

Mission

The purpose of rma is to promote interest in the planning, construction, care, operation, functionality, and extended useful life of facilities, used by universities, colleges and all other institutuions of higher education within the region; to promote professional standards among those engaged in this work; to aid and supplement the work of appa; the association of higher education facilities officers; and to engage in such activities as may be needed to fulfill the purposes and objectives of rma. Rma is organized and operated exclusively for the charitable and educational purposes, rma provides a quarterly newsletter, holds an annual educational forum and trade show, and provides scholarships to members for various educational opportunities.

Program Services

DescriptionGrantsExpenses
ANNUAL MEETING, EDUCATIONAL SESSIONS, NETWORKING OPPORTUNITIES, ON LINE TRAINING SESSIONS AND LINKS TO PROVIDERS TO ASSIST EDUCATIONAL FACILITIES MANAGERS TO BETTER CARE FOR THEIR FACILITIES.$7,925$73,397
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUIS ROCHAPresident-$0--
WAYNE CLARKPresident-Elect-$0--
DAVID TURNQUISTSr Rep To Appa-$0--
LISA POTTERJr Rep To Appa-$0--
RACHEL STONECommunications Coordinator-$0--
WIM CHALMETSecretary-$0--
MARY JANE THOMPSONTreasurer-$0--
TIM DOBSONMembership-$0--
JOHN HERRERAAnnual Mtg Coordinator-$0--
CHUCK GUMESONBusiness Partner-$0--
JENNA ELMERProfessional Development-$0--
STEVEN GASSERAwards And Recognition-$0--
KENT ANDERSONInformation & Research-$0--
EJ HOOKProfessional Affairs-$0--
MARIE WELLSHistorian-$0--
KRISTIN WITTERSAppa Liason-$0--
WAYNE CLARK2017 Host Comm Chair-$0--
LAYNA BREYARE JOHNSON2018 Host Comm Chair-$0--
MICHAEL LOVE2019 Host Comm Chair-$0--
KEITH LEMIEUX14ers Club Lead Climber-$0--
Filing and Contact Details

Filer

Filer Name
Rocky Mountain Appa
EIN
87-0727330
Phone
8019573272
Address
1575 SOUTH STATE STREET/SFAX 105, SALT LAKE CITY, UT 84115

Signing Officer

Name
Mary Jane Thompson
Title
Treasurer
Phone
8019573272
Signed
2018-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Gray Radman & Associates LLC
Address
945 SOUTH 4400 WEST, SALT LAKE CITY, UT 84104-4430
Preparer
Randy Gray
Phone
8019726779
Supplemental Narrative

Additional Explanations

Other

Part 1, line 10 - scholarships awarded to assist individuals with fees to obtain education related to organizations exempt function, please see attached schedule detailing grants made during fiscal year

Form 990EZ, Part I, Line 10

Scholarship for leadership academy; appa leadership; sherry reed: , , , ; , 650.

Form 990EZ, Part I, Line 10

Scholarship for leadership academy; appa leadership; troyd david: , , , ; , 1455.

Form 990EZ, Part I, Line 10

Scholarship for leadership academy; appa leadership; michael gieger: , , , ; , 1455.

Form 990EZ, Part I, Line 10

Scholarship for leadership academy; appa leadership; jesse rivera: , , , ; , 1455.

Form 990EZ, Part I, Line 10

Scholarship for leadership academy; appa leadership; alex acosta: , , , ; , 1455.

Form 990EZ, Part I, Line 10

Scholarship for leadership academy; appa leadership; david tilton: , , , ; , 1455.

Form 990EZ, Part I, Line 16

Annual conference expense 2438.

Form 990EZ, Part I, Line 16

Liability insurance 1156.

Form 990EZ, Part I, Line 16

MEXICO INITIATIVE 1705.

Form 990EZ, Part I, Line 16

Miscellaneous expenses 42.

Form 990EZ, Part I, Line 16

Professional development 38991.

Form 990EZ, Part I, Line 16

RMA AWARDS 495.

Form 990EZ, Part I, Line 16

Rma communications coordinator 408.

Form 990EZ, Part I, Line 16

Rma meeting expense 1065.

Form 990EZ, Part I, Line 16

Rma mid year board meeting 1000.

Form 990EZ, Part I, Line 16

RMA SEED MONEY 17000.

Form 990EZ, Part I, Line 16

TAX/LICENSE 20.

Form 990EZ, Part I, Line 16

TRAVEL/REGISTRATION 333.

Form 990EZ, Part II, Line 24

Capital builder fund - investment account 57838. 60588.

Raw XML Appendix265 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/PersonNm14MARIE WELLS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17LAYNA BREYARE JOHNSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SR REP TO APPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3JR REP TO APPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIONS COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ANNUAL MTG COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BUSINESS PARTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PROFESSIONAL DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11AWARDS AND RECOGNITION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12INFORMATION & RESEARCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13PROFESSIONAL AFFAIRS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15APPA LIASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt162017 HOST COMM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt172018 HOST COMM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt182019 HOST COMM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1914ERS CLUB LEAD CLIMBER
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF RMA IS TO PROMOTE INTEREST IN THE PLANNING, CONSTRUCTION, CARE, OPERATION, FUNCTIONALITY, AND EXTENDED USEFUL LIFE OF FACILITIES, USED BY UNIVERSITIES, COLLEGES AND ALL OTHER INSTITUTUIONS OF HIGHER EDUCATION WITHIN THE REGION; TO PROMOTE PROFESSIONAL STANDARDS AMONG THOSE ENGAGED IN THIS WORK; TO AID AND SUPPLEMENT THE WORK OF APPA; THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS; AND TO ENGAGE IN SUCH ACTIVITIES AS MAY BE NEEDED TO FULFILL THE PURPOSES AND OBJECTIVES OF RMA. RMA IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE CHARITABLE AND EDUCATIONAL PURPOSES, RMA PROVIDES A QUARTERLY NEWSLETTER, HOLDS AN ANNUAL EDUCATIONAL FORUM AND TRADE SHOW, AND PROVIDES SCHOLARSHIPS TO MEMBERS FOR VARIOUS EDUCATIONAL OPPORTUNITIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART 1, LINE 10 - SCHOLARSHIPS AWARDED TO ASSIST INDIVIDUALS WITH FEES TO OBTAIN EDUCATION RELATED TO ORGANIZATIONS EXEMPT FUNCTION, PLEASE SEE ATTACHED SCHEDULE DETAILING GRANTS MADE DURING FISCAL YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIP FOR LEADERSHIP ACADEMY; APPA LEADERSHIP; SHERRY REED: , , , ; , 650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIP FOR LEADERSHIP ACADEMY; APPA LEADERSHIP; TROYD DAVID: , , , ; , 1455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIP FOR LEADERSHIP ACADEMY; APPA LEADERSHIP; MICHAEL GIEGER: , , , ; , 1455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP FOR LEADERSHIP ACADEMY; APPA LEADERSHIP; JESSE RIVERA: , , , ; , 1455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIP FOR LEADERSHIP ACADEMY; APPA LEADERSHIP; ALEX ACOSTA: , , , ; , 1455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOLARSHIP FOR LEADERSHIP ACADEMY; APPA LEADERSHIP; DAVID TILTON: , , , ; , 1455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ANNUAL CONFERENCE EXPENSE 2438.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LIABILITY INSURANCE 1156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEXICO INITIATIVE 1705.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS EXPENSES 42.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PROFESSIONAL DEVELOPMENT 38991.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12RMA AWARDS 495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13RMA COMMUNICATIONS COORDINATOR 408.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14RMA MEETING EXPENSE 1065.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15RMA MID YEAR BOARD MEETING 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16RMA SEED MONEY 17000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TAX/LICENSE 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TRAVEL/REGISTRATION 333.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19CAPITAL BUILDER FUND - INVESTMENT ACCOUNT 57838. 60588.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part II, Line 24
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARY JANE THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08019573272
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-02
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ReturnHeader/Filer/EIN0870727330
ReturnHeader/Filer/PhoneNum08019573272
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.153.43.242
ReturnHeader/FilingSecurityInformation/IPDt02018-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:08:40
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY RADMAN & ASSOCIATES LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841044430
ReturnHeader/PreparerPersonGrp/PhoneNum08019726779
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY GRAY
ReturnHeader/ReturnTs02018-08-15T10:08:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

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