APPRAISAL INSTITUTE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- APPRAISAL INSTITUTE (EIN 36-3739643)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201723189349301702
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule O
- Schedule R
- Affiliate Listing
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T07:40:18-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363739643 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPRAISAL INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | APPR | BusinessNameControlTxt |
| Phone | 3123354100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST MADISON NO 1500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES AMORIN MAI SRA AI-GRS | PersonNm |
| Person Title | ACTING CEO | PersonTitleTxt |
| Phone | 3123354100 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY S ADAMS | PreparerPersonNm |
| PTIN | P00095597 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Preparation | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 11:29:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A7830F5E10E5137C1CCF2ACCE09356AA493AF9C7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1A575DA7D4580FEB092587E941B69D20BC1E409C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES AMORIN MAI SRA A | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST MADISON NO 1500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,072,758 | GrossReceiptsAmt |
| Group Return For Affiliates | Yes (1) | GroupReturnForAffiliatesInd |
| All Affiliates Included | 0 | AllAffiliatesIncludedInd |
| Group Exemption | 9464 | GroupExemptionNum |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.APPRAISALINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE APPRAISAL INSTITUTE'S MISSION IS TO ADVANCE PROFESSIONALISM AND ETHICS, GLOBAL STANDARDS, METHODOLOGIES, AND PRACTICES THROUGH THE PROFESSIONAL DEVELOPMENT OF PROPERTY ECONOMICS WORLDWIDE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 99 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $54,783 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$25,980 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $90,059 | PYContributionsGrantsAmt |
| CY Contributions Grants | $83,063 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,800,511 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,168,118 | CYProgramServiceRevenueAmt |
| PY Investment Income | $120,773 | PYInvestmentIncomeAmt |
| CY Investment Income | $549,723 | CYInvestmentIncomeAmt |
| PY Other Revenue | $312,150 | PYOtherRevenueAmt |
| CY Other Revenue | $386,093 | CYOtherRevenueAmt |
| PY Total Revenue | $20,323,493 | PYTotalRevenueAmt |
| CY Total Revenue | $20,186,997 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,626 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,845 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,406,096 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,357,592 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,892,466 | PYOtherExpensesAmt |
| CY Other Expenses | $9,788,937 | CYOtherExpensesAmt |
| PY Total Expenses | $19,309,188 | PYTotalExpensesAmt |
| CY Total Expenses | $19,150,374 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,014,305 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,036,623 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,464,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,940,340 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,906,811 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,159,025 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,557,359 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,781,315 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TOTAL MEMBERSHIP AS OF DECEMBER 31, 2016 WAS 19,000, INCLUDING ACTIVE DESIGNATED MEMBERS, CANDIDATES FOR DESIGNATION, PRACTICING AFFILIATES AND AFFILIATES, AS WELL AS RETIRED DESIGNATED MEMBERS AND LIFE DESIGNATED MEMBERS. THE APPRAISAL INSTITUTE CONFERS THE MAI, SRA, AI-GRS AND AI-RRS MEMBERSHIP DESIGNATIONS, THE REQUIREMENTS FOR WHICH ARE RIGOROUS. EACH MEMBER OF THE APPRAISAL INSTITUTE SHALL ABIDE BY, UPHOLD AND CONFORM HIS OR HER ACTIONS TO THE BYLAWS, REGULATIONS, CODE OF PROFESSIONAL ETHICS AND STANDARDS OF PROFESSIONAL APPRAISAL PRACTICE OF THE APPRAISAL INSTITUTE. THE ORGANIZATION HAS LED THE PROFESSION IN FOSTERING AND PROMOTING THE HIGHEST STANDARDS OF PRACTICE THROUGH ITS DESIGNATION PROGRAMS, PEER REVIEW PROCESS, EDUCATION, RESEARCH, AND PUBLISHING ENDEAVORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AS THE LEADER IN REAL PROPERTY APPRAISER EDUCATION, THE APPRAISAL INSTITUTE OFFERS AN EXTENSIVE CURRICULUM OF INTRODUCTORY AND ADVANCED COURSES, AS WELL AS A WIDE RANGE OF SEMINARS ON SPECIALTY TOPICS. THESE PROGRAMS ARE DESIGNED TO ADDRESS THE NEEDS OF ALL REAL ESTATE APPRAISERS, RANGING FROM THOSE JUST ENTERING THE PROFESSION AND EARNING CREDIT TOWARD STATE LICENSING OR CERTIFICATION, TO SEASONED PRACTITIONERS WHO WISH TO KEEP ABREAST OF THE LATEST TECHNIQUES AND DEVELOPMENTS. MANY OF THESE PROGRAMS ALSO SERVE TO HELP OTHER INDUSTRY PROFESSIONALS GAIN FURTHER INSIGHT AND UNDERSTANDING OF REAL ESTATE VALUATION TECHNIQUES AND PROCESSES. THE APPRAISAL INSTITUTE HAS ALSO EXPANDED ITS EDUCATION PROGRAMS TO ASIA, EUROPE AND THE MIDDLE EAST, AND HAS A GROWING INTERNATIONAL MEMBERSHIP. IN 2016, THE APPRAISAL INSTITUTE SERVED APPROXIMATELY 27,000 STUDENTS THROUGH MORE THAN 1,800 COURSES AND SEMINARS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE APPRAISAL INSTITUTE IS THE WORLD'S LARGEST PUBLISHER OF REAL ESTATE APPRAISAL LITERATURE. IN ADDITION TO A SERIES OF GENERAL REFERENCE BOOKS, EVERY YEAR THE APPRAISAL INSTITUTE ADDS TO ITS EXTENSIVE LIST OF PUBLICATIONS (INCLUDING DIGITAL PUBLICATIONS), COVERING CONTEMPORARY PRACTICE ISSUES, ADVANCES IN METHODOLOGY AND TECHNOLOGY, AND THE VALUATION OF A WIDE RANGE OF SPECIAL PURPOSE PROPERTIES. IN 2016, THE APPRAISAL INSTITUTE SOLD APPROXIMATELY 11,000 BOOKS. THE APPRAISAL INSTITUTE ALSO PUBLISHES THE APPRAISAL JOURNAL, VALUATION MAGAZINE AND APPRAISER NEWS ONLINE. THE PEER-REVIEWED JOURNAL HAS SERVED AS THE TOP FORUM FOR APPRAISAL PROFESSIONALS AND HAS BECOME THE MOST FREQUENTLY REFERENCED PERIODICAL IN APPRAISAL LITERATURE. VALUATION MAGAZINE FOCUSES ON INNOVATIVE FEATURES AND PRACTICAL IDEAS. APPRAISER NEWS ONLINE KEEPS APPRAISERS ABREAST OF INDUSTRY TRENDS AS WELL AS LEGISLATIVE AND REGULATORY MATTERS IMPACTING APPRAISERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 170 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 99 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEATA E SWACHA CPA CAE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123354100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST MADISON SUITE 1500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SCOTT ROBINSON MAI SRA | |||||||||
| AI-GRS; PRESIDENT | 30.00 | Yes (X) | Yes (X) | $178,728 | $0 | $0 | |||
| JAMES AMORIN MAI SRA | |||||||||
| AI-GRS; PRESIDENT ELECT | 20.00 | Yes (X) | Yes (X) | $119,843 | $0 | $0 | |||
| JAMES L MURRETT MAI SRA | |||||||||
| VICE PRESIDENT | 20.00 | Yes (X) | Yes (X) | $93,663 | $0 | $0 | |||
| M LANCE COYLE MAI SRA | |||||||||
| IMMEDIATE PAST PRESIDENT | 10.00 | Yes (X) | Yes (X) | $62,878 | $0 | $0 | |||
| CHARLES W LAFLAMME MAI | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY S ENRIGHT MAI SRA | |||||||||
| AI-GRS; DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KERRY M JORGENSEN MAI | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $13,750 | $0 | $0 | ||||
| CRAIG STEINLEY SRA AI-RRS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $2,200 | $0 | $0 | ||||
| JASON L MESSNER MAI | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK J KRAUSE MAI | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY M MARMORALE SRA | |||||||||
| AI-RRS; DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT B LYNCH SRA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES R MILLSJR MAI SRA | |||||||||
| AI-GRS; DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN S WAGNER MAI | |||||||||
| AI-GRS; DIRECTOR | 2.00 | Yes (X) | $52,630 | $0 | $0 | ||||
| RYAN M HLUBB MAI SRA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS C REYNOLDS III SRPA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KERRY LEIMAN SRA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROGER P BUSH MAI SRA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MISTY K RAY MAI AI-GRS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC K SCHWARTZ MAI SRA | |||||||||
| AI-GRS; DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD A MALOY MAI SRA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PLEDGER M BISHOP III MAI | |||||||||
| SRA; DIRECTOR | 2.00 | Yes (X) | $16,645 | $0 | $0 | ||||
| CHARLES T COWART MAI | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $30,933 | $0 | $0 | ||||
| VAL K CHIASSON MAI SRA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CESAR S CANTU MARTINEZ MAI | |||||||||
| SRA; DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES L HENDERSON SRA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FREDERICK H GRUBBE MBA CAE | |||||||||
| CEO | 60.00 | Yes (X) | $463,931 | $0 | $33,460 | ||||
| BEATA E SWACHA CPA CAE | |||||||||
| CFO | 49.00 | Yes (X) | $175,426 | $0 | $27,356 | 1.00 | |||
| JEFFREY E LISKAR ESQUIRE | |||||||||
| GENERAL COUNSEL | 50.00 | $284,449 | $0 | $32,024 | Yes (X) | ||||
| KENNETH R CHITESTER | |||||||||
| DIRECTOR, COMMUNICATIONS | 37.50 | $138,610 | $0 | $12,983 | Yes (X) | ||||
| STEPHANIE COLEMAN MAI SRA AI-GRS | |||||||||
| AI-RRS; SENIOR MANAGER, ETHICS & STANDARDS | 37.50 | $151,744 | $0 | $14,216 | Yes (X) | ||||
| EVAN WILLIAMS CAE IOM | |||||||||
| DIRECTOR, PROFESSIONAL SERVICES & RESOURCES | 37.50 | $153,592 | $0 | $27,778 | Yes (X) | ||||
| WILLIAM E GARBER JR | |||||||||
| DIRECTOR, GOVERNMENT RELATIONS | 37.50 | $205,729 | $0 | $28,177 | Yes (X) | ||||
| ROBERTA H BORST MBA | |||||||||
| DIRECTOR, MARKETING & INTERNATIONAL RELATIONS | 37.50 | $148,252 | $0 | $8,994 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,293,003 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $184,988 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INSTRUCTURE INC | |||||
| 6330 S 3000 EAST STE 700 | SALT LAKE CITY | UT | 84121 | ONLINE LEARNING SYSTEM | $150,284 |
| ROBERT L MESNER | |||||
| 2312 BELLAROSA CIRCLE | ROYAL PALM BEACH | FL | 33411 | EXPERIENCE SCREENER FEES | $124,875 |
| RICH FEUER ANDERSON | |||||
| 1133 CONNECTICUT AVE NW STE 620 | WASHINGTON | DC | 20036 | LOBBYING CONSULTING FEES | $120,115 |
| APPRAISAL CONSULTANTS RICHARD DUBAY | |||||
| 2570 RICE STREET | LITTLE CANADA | MN | 55113 | INSTRUCTOR FEES | $108,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $83,063 | RelatedOrganizationsAmt |
| Total Contributions | $83,063 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES & FEES | 541900 | $11,402,396 | $11,402,396 | |
| EDUCATION & REGISTRATION FEES | 611600 | $5,918,497 | $5,918,497 | |
| ADMISSION & GRADING FEES | 611600 | $721,920 | $721,920 | |
| PUBLICATION SALES | 511130 | $700,095 | $700,095 | |
| PERIODICALS | 511120 | $81,118 | $37,527 | $43,591 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $344,092 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $344,092 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,168,118 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,806 | TotalRevenueColumnAmt |
| Exclusion | $170,806 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $294,570 | TotalRevenueColumnAmt |
| Exclusion | $294,570 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,264,678 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,885,761 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $378,917 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $378,917 | TotalRevenueColumnAmt |
| Exclusion | $378,917 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| OTHER REVENUE | 900099 | $80,331 | $80,331 | $0 | |
| WEBSITE ADVERTISING | 541900 | $11,192 | $11,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $91,523 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,186,997 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,204,858 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $54,783 | UnrelatedBusinessRevenueAmt |
| Exclusion | $844,293 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,845 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,507,192 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,283,621 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,294 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,248 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,237 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,672 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,982 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,238 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,338,523 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,093 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,385 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,379 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,815 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,842 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $945,938 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,102,114 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,596 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,259 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| EDUCATION SUPPORT | $792,931 |
| PROFESSIONAL SERVICES | $460,051 |
| CREDIT CARD FEES | $288,665 |
| PRINTING & PUBLICATIONS | $126,917 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,537 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,150,374 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,325,925 | BOYAmt |
| EOY | $5,536,565 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,945,979 | BOYAmt |
| EOY | $3,655,470 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,229 | BOYAmt |
| EOY | $72,161 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,913 | BOYAmt |
| EOY | $113,005 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,757 | BOYAmt |
| EOY | $313,980 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,024,573 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,481,554 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,660,833 | BOYAmt |
| EOY | $1,543,019 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,412,009 | BOYAmt |
| EOY | $9,212,212 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,525 | BOYAmt |
| EOY | $493,928 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,464,170 | BOYAmt |
| EOY | $20,940,340 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,572,879 | BOYAmt |
| EOY | $1,746,411 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,437,251 | BOYAmt |
| EOY | $4,679,669 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,896,681 | BOYAmt |
| EOY | $3,732,945 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,906,811 | BOYAmt |
| EOY | $10,159,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,548,997 | BOYAmt |
| EOY | $10,772,953 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,362 | BOYAmt |
| EOY | $8,362 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,557,359 | BOYAmt |
| EOY | $10,781,315 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,464,170 | BOYAmt |
| EOY | $20,940,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,036,623 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $187,333 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPRAISAL INSTITUTE PAC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MADISON STREET STE 1500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363739643 | EIN |
| Contributions Rcvd Dlvr | $61,750 | ContributionsRcvdDlvrAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $11,383,106 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $554,958 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$123,310 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $431,648 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $594,257 | AggregateReportedDuesNtcAmt |
| Taxable | -$162,609 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE C, PART I-C, LINE 5 | APPRAISAL INSTITUTE PAC (AI PAC) PROVIDES A MEANS FOR DESIGNATED MEMBERS, CANDIDATES, AND PRACTICING AFFILIATES TO PARTICIPATE IN THE POLITICAL PROCESS ON A NATIONAL LEVEL. CONTRIBUTIONS CAN BE MADE BY INDIVIDUAL DESIGNATED MEMBERS, CANDIDATES, AND PRACTICING AFFILIATES OF THE APPRAISAL INSTITUTE AND THEIR FAMILIES, AS WELL AS BY APPRAISAL INSTITUTE EMPLOYEES. CONTRIBUTIONS FROM AI PAC SUPPORT THE PRIMARY AND GENERAL ELECTION CAMPAIGN EFFORTS OF CANDIDATES FOR THE U.S. CONGRESS WHO SUPPORT AND PROMOTE THE PRINCIPLES OF THE APPRAISAL PROFESSION. AI PAC DOES NOT CONTRIBUTE TO POLITICAL PARTIES, TO PRESIDENTIAL CANDIDATES, OR TO LEADERSHIP POLITICAL ACTION COMMITTEES. |
| PART I-A, LINE 1 | ADMINISTRATIVE COSTS OF THE PAC ARE PAID DIRECTLY BY APPRAISAL INSTITUTE. |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,619,767 | OtherCostOrOtherBasisAmt |
| Depreciation | $570,468 | DepreciationAmt |
| Book Value | $1,049,299 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $966,019 | OtherCostOrOtherBasisAmt |
| Depreciation | $759,454 | DepreciationAmt |
| Book Value | $206,565 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,438,787 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,151,632 | DepreciationAmt |
| Book Value | $287,155 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,543,019 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 457B PLAN LIABILITY | $217,081 |
| DEFERRED RENT CREDIT | $1,090,940 |
| TENANT IMPROVEMENT ALLOWANCE | $1,007,064 |
| DUE TO CHAPTERS AND REGIONS | $921,699 |
| DEFERRED COMPENSATION | $496,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,732,945 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,364,329 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $187,332 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $187,332 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,176,997 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,000 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $10,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,186,997 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,140,373 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,140,373 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,000 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $10,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,150,373 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. NO PROVISION HAS BEEN MADE FOR INCOME TAXES AS THE INSTITUTE HAD NO MATERIAL UNRELATED BUSINESS INCOME. AI HOLDINGS IS A FOR-PROFIT SUBSIDIARY OF THE INSTITUTE, WHICH DID NOT HAVE TAXABLE INCOME IN 2016 OR 2015. THEREFORE, NO INCOME TAXES HAVE BEEN RECORDED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE INSTITUTE AND RECOGNIZE A TAX LIABILITY IF THE INSTITUTE HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE INSTITUTE AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2016 AND 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EDUCATION, MEMBER SERVICES & ADVANCEMENT OF THE PROFESSION | $311,883 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | MEMBER SERVICES & ADVANCEMENT OF THE PROFESSION | $257,546 |
| MIDDLE EAST & NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | EDUCATION & ADVANCEMENT OF THE PROFESSION | $51,228 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | EDUCATION, MEMBER SERVICES & ADVANCEMENT OFTHE PROFESSION | $43,933 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | EDUCATION & ADVANCEMENT OF THE PROFESSION | $17,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $682,344 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $682,344 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | TO ACHIEVE GLOBAL UNIFORMITY IN PROFESSIONAL STANDARDS AND ETHICAL PRACTICES, APPRAISAL INSTITUTE OFFERS CONTINUING EDUCATION AND DESIGNATION PROGRAMS OUTSIDE THE UNITED STATES. EXPENDITURES ARE RECORDED USING THE ACCRUAL METHOD AND IN U.S. DOLLARS. ALL EXPENSES ARE RECOGNIZED AS INCURRED BY THE PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT ROBINSON MAI SRA | ||||||||||||||
| AI-GRS; PRESIDENT | $133,100 | $0 | $0 | $0 | $45,628 | $0 | $0 | $0 | $0 | $0 | $178,728 | $0 | $0 | $0 |
| FREDERICK H GRUBBE MBA CAE | ||||||||||||||
| CEO | $393,806 | $0 | $52,125 | $0 | $18,000 | $0 | $12,500 | $0 | $20,960 | $0 | $497,391 | $0 | $0 | $0 |
| BEATA E SWACHA CPA CAE | ||||||||||||||
| CFO | $171,576 | $0 | $3,850 | $0 | $0 | $0 | $9,274 | $0 | $18,082 | $0 | $202,782 | $0 | $0 | $0 |
| JEFFREY E LISKAR ESQUIRE | ||||||||||||||
| GENERAL COUNSEL | $265,108 | $0 | $5,300 | $0 | $14,041 | $0 | $12,442 | $0 | $19,583 | $0 | $316,474 | $0 | $0 | $0 |
| KENNETH R CHITESTER | ||||||||||||||
| DIRECTOR, COMMUNICATIONS | $136,960 | $0 | $1,650 | $0 | $0 | $0 | $7,077 | $0 | $5,906 | $0 | $151,593 | $0 | $0 | $0 |
| STEPHANIE COLEMAN MAI SRA AI-GRS | ||||||||||||||
| AI-RRS; SENIOR MANAGER, ETHICS & STA | $148,994 | $0 | $2,750 | $0 | $0 | $0 | $7,546 | $0 | $6,670 | $0 | $165,960 | $0 | $0 | $0 |
| EVAN WILLIAMS CAE IOM | ||||||||||||||
| DIRECTOR, PROFESSIONAL SERVICES & RE | $150,792 | $0 | $2,800 | $0 | $0 | $0 | $8,202 | $0 | $19,576 | $0 | $181,370 | $0 | $0 | $0 |
| WILLIAM E GARBER JR | ||||||||||||||
| DIRECTOR, GOVERNMENT RELATIONS | $196,476 | $0 | $3,150 | $0 | $6,103 | $0 | $10,329 | $0 | $17,848 | $0 | $233,906 | $0 | $0 | $0 |
| ROBERTA H BORST MBA | ||||||||||||||
| DIRECTOR, MARKETING & INTERNATIONAL | $148,252 | $0 | $0 | $0 | $0 | $0 | $2,532 | $0 | $6,462 | $0 | $157,246 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL AND EXPENSE POLICY 3.05 - EXECUTIVE COMMITTEE SPOUSE - IN ACCORDANCE WITH IRS GUIDELINES, SPOUSE EXPENSES FOR TRAVEL, MEALS AND LODGING ARE GENERALLY NOT REIMBURSABLE BY THE APPRAISAL INSTITUTE. EXCEPTIONS INCLUDE INSTANCES WHERE THERE IS A REAL BUSINESS PURPOSE, IN CONFORMANCE WITH APPRAISAL INSTITUTE GUIDELINES, FOR THE PRESENCE OF A SPOUSE AT AN APPRAISAL INSTITUTE FUNCTION OR MEETING, OR AT AN APPROVED FUNCTION OR MEETING THAT THE APPRAISAL INSTITUTE PARTICIPATES. THE ELECTED OFFICERS AND CEO OF THE APPRAISAL INSTITUTE MAY TRAVEL WITH THEIR SPOUSES TO MEETINGS OF THE BOARD OF DIRECTORS, REGIONAL MEETINGS OF THE APPRAISAL INSTITUTE, AND OTHER MEETINGS. THE APPRAISAL INSTITUTE WILL REIMBURSE ORDINARY AND NECESSARY EXPENSES IN ACCORDANCE WITH ESTABLISHED POLICY. OFFICERS MAY ELECT TO COVER THE COST OF SPOUSE TRAVEL TO MEETINGS WITH FUNDS FROM THE OFFICER'S POOLED TRAVEL BUDGET. SPOUSAL TRAVEL REIMBURSEMENTS ARE TYPICALLY TREATED AS TAXABLE INCOME TO THE OFFICERS AND DIRECTORS IN ACCORDANCE WITH IRS RULES. |
| PART I, LINE 3 | COMPENSATION FOR ALL EMPLOYEES IS DETERMINED BY THE GUIDELINES CONTAINED IN THE INSTITUTE'S WAGE AND SALARY PROGRAM. THIS PROGRAM WAS DEVELOPED BY OUTSIDE HR CONSULTANTS IN CONJUNCTION WITH A CONSULTING FIRM. THE PROGRAM INCLUDES THE ESTABLISHMENT OF POSITION GRADES AND SALARY RANGES WHICH ARE BASED ON THE MARKET RATES OF ORGANIZATIONS OF SIMILAR SIZE AND BUDGET. THE CEO APPROVES ALL STAFF SALARIES. CEO'S PERFORMANCE IS EVALUATED EACH YEAR. THE PAST PRESIDENT OF THE ORGANIZATION IS RESPONSIBLE FOR COMPLETING THE CEO'S EVALUATION AND CAN SOLICIT INPUT FROM THE OTHER OFFICERS. CEO COMPENSATION IS EVALUATED USING INDUSTRY BENCHMARKS FOR SIMILAR ORGANIZATIONS BASED ON STAFF SIZE, BUDGET SIZE AND GEOGRAPHIC LOCATION. CEO COMPENSATION PACKAGE IS ALSO REVIEWED BY AN INDEPENDENT OUTSIDE CONSULTANT WHO RECOMMENDS AN APPROPRIATE SALARY RANGE FOR THE ORGANIZATION'S CEO POSITION. THE EXECUTIVE COMMITTEE APPROVES CHANGES TO THE CEO'S COMPENSATION PACKAGE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III - ORGANIZATION'S MISSION | THE APPRAISAL INSTITUTE IS AN ILLINOIS NOT FOR PROFIT CORPORATION ORGANIZED UNDER THE ILLINOIS GENERAL NOT FOR PROFIT CORPORATION ACT OF 1986, AS AMENDED, (THE "ACT") FOR GENERAL EDUCATION, RESEARCH AND PROFESSIONAL ASSOCIATION PURPOSES RELATING TO APPRAISAL SERVICES. THE OBJECTIVES OF THE APPRAISAL INSTITUTE ARE TO SERVE THE GENERAL PUBLIC; TO ESTABLISH, MAINTAIN AND PUBLICIZE MINIMUM REQUIREMENTS FOR DESIGNATED MEMBERSHIP AND CONFER APPROPRIATE MEMBERSHIP DESIGNATIONS TO PROPERLY QUALIFIED APPRAISERS; TO FORMULATE AND MAINTAIN A CODE OF PROFESSIONAL ETHICS AND STANDARDS OF PROFESSIONAL APPRAISAL PRACTICE FOR THE REAL ESTATE APPRAISAL PROFESSION AND ENFORCE THAT CODE AND STANDARDS ON AND FOR MEMBERS, CANDIDATES, PRACTICING AFFILIATES AND AFFILIATES OF THE APPRAISAL INSTITUTE; TO IDENTIFY THE BODY OF KNOWLEDGE IN WHICH THE APPRAISAL PROFESSION OPERATES; TO ESTABLISH, MAINTAIN AND PUBLICIZE EDUCATIONAL STANDARDS AND THE MEANS FOR EDUCATION FOR ITS MEMBERS, CANDIDATES, PRACTICING AFFILIATES, AFFILIATES AND OTHERS INTERESTED IN THE APPRAISAL AND REAL ESTATE PROFESSIONS; TO PROMOTE RESEARCH AND PUBLICATION OF MATERIALS THAT FURTHER THE EDUCATION AND PROFESSIONAL NEEDS OF THE APPRAISAL AND REAL ESTATE PROFESSIONS; TO ESTABLISH AND MAINTAIN EFFECTIVE LIAISON WITH GOVERNMENTAL AGENCIES CONCERNED WITH APPRAISING AND REPRESENT ITSELF IN LEGISLATIVE AND REGULATORY MATTERS CONCERNING THE APPRAISAL AND REAL ESTATE PROFESSIONS; TO PROVIDE AND MAINTAIN AN EFFECTIVE AND RESPONSIVE ORGANIZATION AND STAFF THAT SERVES THE NEEDS OF MEMBERS, CANDIDATES, PRACTICING AFFILIATES AND AFFILIATES; TO CONDUCT MEETINGS, CONFERENCES, SEMINARS, EDUCATIONAL COURSES AND OTHER ACTIVITIES THAT FURTHER THE OBJECTIVES OF THE APPRAISAL INSTITUTE; AND TO COOPERATE WITH OTHER ORGANIZATIONS ON ISSUES OF MUTUAL CONCERN SUCH AS LEGISLATIVE AND REGULATORY MATTERS, EDUCATION AND RESEARCH ACTIVITIES. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE APPRAISAL INSTITUTE SHALL HAVE TWO (2) CATEGORIES OF MEMBERS: DESIGNATED MEMBERS AND HONORARY MEMBERS. A DESIGNATED MEMBER IS AN INDIVIDUAL WHO HOLDS AN APPRAISAL INSTITUTE DESIGNATION. AN HONORARY MEMBER IS AN INDIVIDUAL WHO, IN THE OPINION OF THE BOARD OF DIRECTORS, HAS MADE A SIGNIFICANT CONTRIBUTION TO THE APPRAISAL PROFESSION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS SHALL CONSIST OF: 1) THE OFFICERS OF THE APPRAISAL INSTITUTE; 2) THE CHAIR AND VICE CHAIR OF EACH REGIONAL COMMITTEE; 3) ONE INTERNATIONAL DESIGNATED MEMBER IN GOOD STANDING ELECTED BY THE BOARD OF DIRECTORS; 4) ANY MEMBER OF THE AUDIT COMMITTEE WHO IS NOT SERVING ON THE BOARD BY VIRTUE OF HOLDING THE POSITION OF CHAIR OR VICE CHAIR OF A REGIONAL COMMITTEE; AND 5) THE CHIEF EXECUTIVE OFFICER OF THE APPRAISAL INSTITUTE. THE REGIONAL COMMITTEE, CONSISTING OF ELIGIBLE DESIGNATED MEMBERS AND/OR CANDIDATES, SHALL HOLD ELECTIONS FOR ALL REGIONAL POSITIONS, INCLUDING THE THIRD REGIONAL DIRECTOR, AT A REGULAR MEETING THE FIRST OF EACH YEAR. A REGIONAL DIRECTOR SHALL SERVE IN THE FOLLOWING POSITIONS DURING HIS OR HER TERM: 1) IN THE FIRST YEAR OF HIS OR HER TERM, THE REGIONAL DIRECTOR SHALL SERVE AS THE THIRD REGIONAL DIRECTOR; 2) IN THE SECOND AND THIRD YEARS OF HIS OR HER TERM, THE REGIONAL DIRECTOR SHALL SERVE AS VICE CHAIR OF THE REGION AND A NATIONAL DIRECTOR FROM THE REGION; AND 3) IN THE FOURTH AND FIFTH YEARS OF HIS OR HER TERM, THE REGIONAL DIRECTOR SHALL SERVE AS CHAIR OF THE REGION AND A NATIONAL DIRECTOR FROM THE REGION. |
| FORM 990, PART VI, SECTION A, LINE 7B | DESIGNATED MEMBERS IN GOOD STANDING, EXCEPT TEMPORARILY NON-PRACTICING MEMBERS, SHALL BE ENTITLED TO VOTE ON: (A) THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE APPRAISAL INSTITUTE; (B) ANY MERGER OR CONSOLIDATION AND THE SUBSTANTIAL TERMS, AND ANY SUBSTANTIAL AMENDMENT OF THE TERMS, OF ANY SUCH TRANSACTION; (C) ANY DISSOLUTION OF THE APPRAISAL INSTITUTE; AND (D) ANY AMENDMENT, RESTATEMENT OR REPEAL OF THE ARTICLES OF INCORPORATION, WITH ALL SUCH VOTES REQUIRING A SIXTY PERCENT (60%) MAJORITY OF THOSE DESIGNATED MEMBERS IN GOOD STANDING PRESENT AND VOTING FOR APPROVAL. DESIGNATED MEMBERS IN GOOD STANDING, EXCEPT TEMPORARILY NON-PRACTICING MEMBERS, SHALL HAVE ONE (1) VOTE AND SHALL BE ENTITLED TO ATTEND MEMBERSHIP MEETINGS AND VOTE BY PROXY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S 990. MANAGMEMENT REVIEWS THE COMPLETED FORM 990 DRAFT. ONCE A DRAFT OF THE 990 HAS BEEN COMPLETED, THE 990 IS DISTRIBUTED TO ALL AUDIT COMMITTEE AND BOARD OF DIRECTOR MEMBERS OF THE ORGANIZATION VIA A SECURE WEBSITE. THE BOARD MEMBERS ARE THEN ABLE TO REVIEW THE 990 DRAFT AND RESPOND WITH QUESTIONS, CONCERNS OR COMMENTS. AT THE END OF THE REVIEW PERIOD, INCLUDING ANY TIME NEEDED TO ADDRESS QUESTIONS AND COMMENTS, THE 990 IS FINALIZED AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN JANUARY OF EACH YEAR, ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO READ AND SIGN THE BOARD OF DIRECTORS CERTIFICATION AND DISCLOSURE STATEMENT. THIS STATEMENT REQUIRES THAT EACH BOARD MEMBER CERTIFIES THAT THEY "ARE NOT AWARE OF ANY MATTER IN WHICH I AM PERSONALLY INVOLVED THAT MAY PRESENT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST." IF ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST ARISES DURING THEIR TERM, THEY AGREE TO IMMEDIATELY DISCLOSE THE CONFLICT AND IF APPROPRIATE REMOVE THEMSELVES FROM DISCUSSION, VOTE AND/OR FURTHER SERVICE. MEMBERS OF THE BOARD OF DIRECTORS AGREE AND UNDERSTAND THAT THEY MAY BE SUBJECT TO EVALUATION AND SELF-ASSESSMENT AT ANY TIME. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR ALL EMPLOYEES IS DETERMINED BY THE GUIDELINES CONTAINED IN THE INSTITUTE'S WAGE AND SALARY PROGRAM. THIS PROGRAM WAS DEVELOPED BY OUTSIDE HR CONSULTANTS IN CONJUNCTION WITH A CONSULTING FIRM. THE PROGRAM INCLUDES THE ESTABLISHMENT OF POSITION GRADES AND SALARY RANGES WHICH ARE BASED ON THE MARKET RATES OF ORGANIZATIONS OF SIMILAR SIZE AND BUDGET. THE CEO APPROVES ALL STAFF SALARIES. CEO'S PERFORMANCE IS EVALUATED EACH YEAR. THE PAST PRESIDENT OF THE ORGANIZATION IS RESPONSIBLE FOR COMPLETING THE CEO'S EVALUATION AND CAN SOLICIT INPUT FROM THE OTHER OFFICERS. CEO COMPENSATION IS EVALUATED USING INDUSTRY BENCHMARKS FOR SIMILAR ORGANIZATIONS BASED ON STAFF SIZE, BUDGET SIZE AND GEOGRAPHIC LOCATION. CEO COMPENSATION PACKAGE IS ALSO REVIEWED BY AN INDEPENDENT OUTSIDE CONSULTANT WHO RECOMMENDS AN APPROPRIATE SALARY RANGE FOR THE ORGANIZATION'S CEO POSITION. THE EXECUTIVE COMMITTEE APPROVES CHANGES TO THE CEO'S COMPENSATION PACKAGE. |
| FORM 990, PART VI, SECTION C, LINE 19 | APPRAISAL INSTITUTE BYLAWS ARE AVAILABLE TO THE PUBLIC ON OUR WEBSITE AT WWW.APPRAISALINSTITUTE.ORG. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST TO THE APPRAISAL INSTITUTE'S EXECUTIVE DEPARTMENT AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE APPRAISAL INSTITUTE'S FINANCE DEPARTMENT. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. PROPOSALS ARE REQUESTED AS DETERMINED NECESSARY, REVIEWED AND APPROVED BY GOVERNANCE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| APPRAISAL INSTITUTE EDUCATION TRUST | ||||||||||
| 200 W MADISON STREET SUITE 1500 | CHICAGO | IL | 60606 | 366076334 | GRANTS TO ELIGIBLE INDIVIDUALS | IL | 501(C)(3) | 509(A)(3) | N/A | 0 |
| APPRAISAL INSTITUTE RELIEF FOUNDATION | ||||||||||
| 200 W MADISON STREET SUITE 1500 | CHICAGO | IL | 60606 | 203950855 | GRANTS TO ELIGIBLE INDIVIDUALS | IL | 501(C)(3) | 509(A)(3) | N/A | 0 |
| APPRAISAL INSTITUTE POLITICAL ACTION COMMITTEE | ||||||||||
| 200 W MADISON STREET SUITE 1500 | CHICAGO | IL | 60606 | 363739643 | POLITCAL ACTION COMMITTEE | IL | 527 | N/A | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPRAISAL INSTITUTE HOLDINGS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MADISON STREET SUITE 1500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141898951 | EIN |
| Primary Activities | HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPRAISAL INSTITUTE EDUCATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $83,063 | InvolvedAmt |
Affiliate Listing AffiliateListing
Affiliate Listing AffiliateListingGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Business Name ControlBusinessNameControlTxt |
|---|---|---|---|---|---|
| APPRAISAL INSTITUTE REGION I | |||||
| 200 W MADISON ST SUITE 1500 | CHICAGO | IL | 60606 | 931085131 | APPR |
| APPRAISAL INSTITUTE REGION II | |||||
| 200 W MADISON ST SUITE 1500 | CHICAGO | IL | 60606 | 956007073 | APPR |
| APPRAISAL INSTITUTE REGION III | |||||
| 200 W MADISON ST SUITE 1500 | CHICAGO | IL | 60606 | 363827426 | APPR |
| APPRAISAL INSTITUTE REGION IV | |||||
| 200 W MADISON ST SUITE 1500 | CHICAGO | IL | 60606 | 113111524 | APPR |
| APPRAISAL INSTITUTE REGION V | |||||
| 200 W MADISON ST SUITE 1500 | CHICAGO | IL | 60606 | 351844185 | APPR |
| APPRAISAL INSTITUTE REGION VI | |||||
| 200 W MADISON ST SUITE 1500 | CHICAGO | IL | 60606 | 363967949 | APPR |
| APPRAISAL INSTITUTE REGION VII | |||||
| 200 W MADISON ST SUITE 1500 | CHICAGO | IL | 60606 | 990294918 | APPR |
| APPRAISAL INSTITUTE REGION VIII | |||||
| 200 W MADISON ST SUITE 1500 | CHICAGO | IL | 60606 | 760370518 | APPR |
| APPRAISAL INSTITUTE REGION IX | |||||
| 200 W MADISON ST SUITE 1500 | CHICAGO | IL | 60606 | 581409476 | APPR |
| APPRAISAL INSTITUTE REGION X | |||||
| 200 W MADISON ST SUITE 1500 | CHICAGO | IL | 60606 | 650335543 | APPR |
Comments