Civic Intelligence

Northern California Chapter of the Appraisal Institute

990 • Fiscal year 2015 • EIN 94-1642910

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization ProfileWWW.NORCAL-AI.ORG
1243 Alpine RoadWalnut Creek, CA 94596

(925) 932-7753

Siviq Scores

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

Liabilities / Assets

68th percentile

0.06x

Higher debt load relative to assets than 68% of similar nonprofits.

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

Liabilities / Revenue

70th percentile

0.05x

Higher debt load relative to revenue than 70% of similar nonprofits.

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

Net Margin

39th percentile

-0.7%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

97th percentile

$115,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 23.2% of source-year revenue.

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

Asset Growth

43rd percentile

-0.3%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

29th percentile

-8.6%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$404,604

Down $1,027 (-0.3%) from 2014

Net Assets

Down

$382,164

Down $3,652 (-0.9%) from 2014

Liabilities

Up

$22,440

Up $2,625 (+13%) from 2014

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin39th percentile

Revenue

Down

$496,038

Down $46,867 (-8.6%) from 2014

Expenses

Down

$499,690

Down $26,174 (-5.0%) from 2014

Net Income

Down

-$3,652

Down $20,693 (-121%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2011: $393,595Liabilities 2011: $33,696Net Assets 2011: $359,8992011Assets 2012: $357,741Liabilities 2012: $22,243Net Assets 2012: $335,4982012Assets 2013: $401,972Liabilities 2013: $33,197Net Assets 2013: $368,7752013Assets 2014: $405,631Liabilities 2014: $19,815Net Assets 2014: $385,8162014Assets 2015: $404,604Liabilities 2015: $22,440Net Assets 2015: $382,1642015Assets 2016: $411,950Liabilities 2016: $28,384Net Assets 2016: $383,5662016Assets 2017: $403,386Liabilities 2017: $44,204Net Assets 2017: $359,1822017Assets 2018: $417,377Liabilities 2018: $20,991Net Assets 2018: $396,3862018Assets 2019: $354,301Liabilities 2019: $21,858Net Assets 2019: $332,4432019Assets 2020: $435,840Liabilities 2020: $76,343Net Assets 2020: $359,4972020Assets 2021: $511,215Liabilities 2021: $86,995Net Assets 2021: $424,2202021Assets 2022: $552,302Liabilities 2022: $74,703Net Assets 2022: $477,5992022Assets 2023: $534,527Liabilities 2023: $82,472Net Assets 2023: $452,0552023Assets 2024: $506,365Liabilities 2024: $73,808Net Assets 2024: $432,5572024

Highlighted filing

2015

Assets$404,604
Liabilities$22,440
Net Assets$382,164
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $469,138Expenses 2011: $520,938Net Income 2011: -$51,8002011Expenses 2012: $460,0262012Revenue 2013: $520,779Expenses 2013: $487,502Net Income 2013: $33,2772013Revenue 2014: $542,905Expenses 2014: $525,864Net Income 2014: $17,0412014Revenue 2015: $496,038Expenses 2015: $499,690Net Income 2015: -$3,6522015Revenue 2016: $487,188Expenses 2016: $485,786Net Income 2016: $1,4022016Revenue 2017: $453,091Expenses 2017: $477,475Net Income 2017: -$24,3842017Revenue 2018: $525,433Expenses 2018: $488,229Net Income 2018: $37,2042018Revenue 2019: $428,290Expenses 2019: $492,233Net Income 2019: -$63,9432019Revenue 2020: $328,797Expenses 2020: $301,749Net Income 2020: $27,0482020Revenue 2021: $327,755Expenses 2021: $263,032Net Income 2021: $64,7232021Revenue 2022: $361,153Expenses 2022: $336,442Net Income 2022: $24,7112022Revenue 2023: $381,797Expenses 2023: $407,341Net Income 2023: -$25,5442023Revenue 2024: $414,702Expenses 2024: $434,200Net Income 2024: -$19,4982024

Highlighted filing

2015

Revenue$496,038
Expenses$499,690
Net Income-$3,652
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.0
Gross Receipts
$496,038
Mission and Program Overview

Mission

advance professionalism and ethics, global standards, methodologies, and practices through the professional development of property economics worldwide.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$265,766$265,790▲ $24
Cash and Non-Interest-Bearing Accounts$126,281$123,272▼ $3,009
Prepaid Expenses and Deferred Charges$11,451$9,629▼ $1,822
Accounts Receivable-$3,375-
Land, Buildings, and Equipment, Net$2,133$2,538▲ $405
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$405,631$404,604▼ $1,027
Other Assets Total-$0-
Liabilities
Deferred Revenue$17,915$16,755▼ $1,160
Accounts Payable and Accrued Expenses$1,900$5,229▲ $3,329
Other Liabilities-$456-
Total Liabilities$19,815$22,440▲ $2,625
Net Assets / Fund Balance
Unrestricted Net Assets$385,816$382,164▼ $3,652
Total Net Assets Fund Balance$385,816$382,164▼ $3,652
Total Liabilities and Net Assets / Fund Balance$405,631$404,604▼ $1,027

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,538$25,635$28,173
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa EstesExecutive DirectorFT$115,000$115,000

Board Members and Trustees

NameTitle
Kelly StevensPast President
Kathryn Sturgis-brightPresident
Michael LockardVice President
Craig OwyangDirector
Dan BrauningDirector
Dennis DesaixDirector
Erik a WoodhouseDirector
Howard LevyDirector
Lori L HornDirector
Melissa DowningDirector
Terry LarsonDirector
Bonnie BrownBranch Cptr CHR
Elizabeth ChampagneBranch Cptr CHR
Jeanine KrausBranch Cptr CHR
Neil LefmannBranch Cptr CHR
Trentin KraussBranch Cptr CHR
William MartinezBranch Cptr CHR
Andrew Gidir/branch CHR
Tiffany MachDir/Branch CHR
Michelle PattonSecretary
Gene WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$495,996
Investment Income
$42
Other Revenue
$0
Change in Net Assets
$-3,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$353,230
Salaries, Compensation, and Employee Benefits$146,460
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$92,000$23,000-$115,000
All Other Expenses$62,263$10,041-$72,304
Other Expenses$27,034--$27,034
Occupancy-$21,416-$21,416
Other Salaries and Wages$13,575$3,395-$16,970
Office Expenses-$15,343-$15,343
Travel$13,996--$13,996
Payroll Taxes$8,455$2,117-$10,572
Fees for Services Lobbying$10,095--$10,095
Other Employee Benefits$3,135$783-$3,918
Fees for Services Other-$3,349-$3,349
Fees for Services Accounting-$3,285-$3,285
Advertising-$840-$840
Depreciation Depletion-$681-$681
Total Functional Expenses$415,440$84,250$0$499,690
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
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$10,265
Total Nondeductible Lobbying and Political Cost$10,265
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
accrued expenses$456
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Membership is offered to individuals involved in and associated with professional real estate appraisal. To make membership available to all interested in membership, various levels of membership are offered to allow a greater choice of participation.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Elections are held on an annual basis to elect members to fill officer and director positions. Association bylaws outline the authority given to the officers and directors. Monthly meetings are held to address issues facing the association.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Members vote to elect their representatives as officers and directors. Bylaws outline the authority given to the elected positions. Regular meetings are held where issues are discussed, resolutions are proposed and voted on.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Draft copy of tax returns are provided to the executive director who forwards to officers and directors for review. Review points are addressed prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Members will exclude themselves from discussions, voting and other actions when conflicts become known.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The compensation of the executive director and assistant is reviewed on an annual basis, adjustments if any are made and the compensation is approved by the officers and board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are maintained at the association's office and made available to any member or authorized person upon request”

Filing and Contact Details

Filer

Filer Name
Appraisal Institute
EIN
94-1642910
Address
1243 ALPINE ROAD, WALNUT CREEK, CA 94596

Signing Officer

Name
Michelle Patton
Title
Secretary
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
2
Volunteers
75

Preparer

Firm
Tinseth Accountancy
Address
POBox 221726, SACRAMENTO, CA 95822-8726
Preparer
Cheryl A Tinseth
Phone
9168061248
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: MAINTAIN A PRESENCE AND VOICE IN THE DEVELOPMENT OF CURRENT RULES AND REGULATIONS AFFECTING THE Profession, ITS global standards, methodologies, and practices”

Form 990, Part IX, Line 24E: Other Expenses

“bank charges & admin fees: Column (A) - Total = $294; Column (B) - Program Services = $0; Column (C) - Management & General = $294; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“equipment rental: Column (A) - Total = $24764; Column (B) - Program Services = $20989; Column (C) - Management & General = $3775; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“miscellaneous: Column (A) - Total = $13476; Column (B) - Program Services = $13476; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“national admin fees: Column (A) - Total = $13889; Column (B) - Program Services = $13889; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and Shipping: Column (A) - Total = $3624; Column (B) - Program Services = $0; Column (C) - Management & General = $3624; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Printing and Publications: Column (A) - Total = $61; Column (B) - Program Services = $0; Column (C) - Management & General = $61; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“program supplies: Column (A) - Total = $3740; Column (B) - Program Services = $3740; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“shipping: Column (A) - Total = $4674; Column (B) - Program Services = $4674; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“software updates: Column (A) - Total = $1397; Column (B) - Program Services = $0; Column (C) - Management & General = $1397; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“state certification fees: Column (A) - Total = $5495; Column (B) - Program Services = $5495; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“subscriptions: Column (A) - Total = $620; Column (B) - Program Services = $0; Column (C) - Management & General = $620; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“website maintenance: Column (A) - Total = $270; Column (B) - Program Services = $0; Column (C) - Management & General = $270; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 561 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/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Dir/Branch Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt3Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14BRANCH CPTR CHR
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16BRANCH CPTR CHR
IRS990/Form990PartVIISectionAGrp/TitleTxt17BRANCH CPTR CHR
IRS990/Form990PartVIISectionAGrp/TitleTxt18BRANCH CPTR CHR
IRS990/Form990PartVIISectionAGrp/TitleTxt19BRANCH CPTR CHR
IRS990/Form990PartVIISectionAGrp/TitleTxt20dir/branch chr
IRS990/Form990PartVIISectionAGrp/TitleTxt21BRANCH CPTR CHR
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IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0496038
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IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt042
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042
IRS990/InvestmentInJointVentureInd0false
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025635
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt02538
IRS990/LandBldgEquipCostOrOtherBssAmt028173
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OfficeExpensesGrp/TotalAmt015343
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/ProgramServicesAmt234868
IRS990/OtherExpensesGrp/ProgramServicesAmt327034
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IRS990/OtherExpensesGrp/TotalAmt234868
IRS990/OtherExpensesGrp/TotalAmt327034
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013575
IRS990/OtherSalariesAndWagesGrp/TotalAmt016970
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IRS990/ProgramServiceRevenueGrp/Desc0CHAPTER DEV EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc2COURSES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1126424
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2156820
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3137839
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt423070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt037335
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1126424
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2156820
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3137839
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt423070

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
$404,604
Liabilities
$22,440
Net assets
$382,164
Revenue
$496,038
Expenses
$499,690
Net income
-$3,652
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$0.74$4.33$4.15$4.34$0.19
2023Summary only. Only limited summary data is available for this year.$5.35$0.82$4.52$3.82$4.07$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$0.75$4.78$3.61$3.36$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.87$4.24$3.28$2.63$0.65
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.76$3.59$3.29$3.02$0.27
2019Summary only. Only limited summary data is available for this year.$3.54$0.22$3.32$4.28$4.92$0.64
2018Summary only. Only limited summary data is available for this year.$4.17$0.21$3.96$5.25$4.88$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.44$3.59$4.53$4.77$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.28$3.84$4.87$4.86$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.05$0.22$3.82$4.96$5.00$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.06$0.20$3.86$5.43$5.26$0.17
2013Detailed filing. Detailed filing data is available for this year.$4.02$0.33$3.69$5.21$4.88$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.22$3.35$4.60
2011Summary only. Only limited summary data is available for this year.$3.94$0.34$3.60$4.69$5.21$0.52