American Planning Association EIN 52-1134021 Form 990 (PDF) Claim this org

American Planning Association FY2021 filing

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Advocates for excellent community planning, education, and citizen empowerment to meet growth challenges. For fiscal year 2021 it reported $19.4M in revenue, $14.6M in expenses, and $14.3M in net assets.Pt I

Founded
1978
Type
Membership association · Community Development
Location
Chicago, IL
Website
www.planning.org
Filings
5 on file (2020–2021)
Revenue
$19.4MFY2021
Expenses
$14.6M
Net assets
$14.3M
People
26
Filings
5
Updates
0
More identity details & actions ⌄
EIN  52-1134021 Membership association Chicago, IL Founded 1978
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →
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Figures match the IRS filing checked 8/11/26 · see original: IRS
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Size
$10–100M
What they do
Advocates for excellent community planning, education, and citizen empowerment to meet growth challenges.
Leadership
Joel Albizo · Chief Executive Officer · $353K
Money in and out
$19.4M revenue, $14.6M expenses
Bottom line
+25% operating surplus
Membership & operating revenue · FY2021
Total revenue
$19.4M
Pt VIII · Ln 12
Total expenses
$14.6M
Pt IX · Ln 25
Net assets
$14.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $4.9M
Where spending went · Part IX cols B–D
Program services $0.89 Management & general $0.11
Operating surplus
+25%
revenue over expenses
Earned revenue
79%
of revenue from program services & dues
Payroll share
50%
of spending is salaries & benefits

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$19.4M
FY2021▲ +16%
Expenses
$14.6M
FY2021▼ -10%
Total assets
$23.9M
FY2021▲ +30%
Total liabilities
$9.6M
FY2021▼ -11%
Total revenue
$19.4M
Pt VIII · Ln 12
Total expenses
$14.6M
Pt IX · Ln 25
Net assets
$14.3M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$4.9M
Total assetsPt X · Ln 16$23.9M
Program-expense ratioPt IX · col B89%
Voting members of governing bodyPt I · Ln 316
Independent voting membersPt I · Ln 416
Mission & Programs · Part III

Where the work happens

3 program services account for $13.0M of program spending, described in the organization's own filed words · FY2020.
01

Memberships & Educational Resources

See Schedule O for Program Service descriptionAPA is an education not-for-profit and several of our educational services are provided free of charge. APA membership is voluntary and open to any individual interested in the field of planning.

$10.8Mprogram expense
02

Certification & Accreditation

See Schedule O for Program Service descriptionAPA plays an integral role in the education and development of planners through its support for the accreditation of academic planning programs.

$1.3Mprogram expense
03

Policy & Outreach Services

See Schedule O for Program Service descriptionSince 1949, APA's program of independent applied research has resulted in practical, up-to-date information about best practices in urban and regional planning in the U.S. and around the world.

$940Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CAmerican Planning Association
EINHdr · item D52-1134021
Principal addressHdr · item CChicago, IL
WebsiteHdr · item Jwww.planning.org
Year of formationHdr · item L1978
State of legal domicileHdr · item MIL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFCommunity Development (S030)
Ruling yearIRS BMFAug 1983

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a16
Independent voting membersPt VI · Ln 1b16
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Chief Executive Officer
$353,278Pt VII · Sec A
CFO/COO (until 10/21)
$318,447Pt VII · Sec A
Chief Communications Officer
$209,603Pt VII · Sec A
Chief Information Officer
$201,909Pt VII · Sec A
Director of Marketing
$161,776Pt VII · Sec A
Meetings Director
$149,791Pt VII · Sec A
Director of Research
$146,296Pt VII · Sec A
Leadership Director
$146,148Pt VII · Sec A

Joel D Albizo’s $424K as Chief Executive Officer is at the 72nd percentile of top reported officer pay among 572 $10–100M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Ann M Simms$569,424$318,447$324,252
Joel D Albizo$424,331$377,836
Joel Albizo$390,340$353,278$257,051
Mark Ferguson$304,110$224,428$203,369$201,909$189,779
Alejandro Fuentes Encinas$294,576
Alejandro Fuentes$286,377$60,960
Harriet Bogdanowicz$280,490$222,587$209,118$209,603$195,556
Petra Hurtado$193,544$179,781$149,425$146,296

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Program service revenue$15.3M · 79%
Contributions & grants$1.8M · 9%
Other revenue$1.6M · 8%
Investment income$646K · 3%
Program service revenue79%$15.3M
Contributions & grants9%$1.8M
Other revenue8%$1.6M
Investment income3%$646K
— government grantsLn 1e$1.7M
Total revenueLn 12$19.4M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.89 Management & general $0.11
Program services89%$13.0M
Management & general11%$1.6M
Total functional expensesLn 25$14.6M

Balance Sheet

Part X · end of year
CashLn 1$6.0M
Total assetsLn 16$23.9M
Total liabilitiesLn 26$9.6M
Total net assetsLn 32$14.3M
Months of cash on handcomputed4.9

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $22.3M · Operating expenses/yr $14.6M
18.4 months
Where the money goes
Program services
Program services $13.0M · Total expenses $14.6M
89%
Management & General
Management & general $1.6M · Total expenses $14.6M
11%
Fundraising
Fundraising $0 · Total expenses $14.6M
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $131K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $1.8M · Total revenue $19.4M
9%
Government reliance
Government grants $1.7M · Total revenue $19.4M
9%
Earned-income share
Program service revenue $15.3M · Total revenue $19.4M
79%
Investment reliance
Investment income $646K · Total revenue $19.4M
+3%
Program self-sufficiency
Program service revenue $15.3M · Total expenses $14.6M
105%
Growth & trend
Revenue growth (YoY)
This year $19.4M · Prior year $16.7M
+16%
Net-asset trend (YoY)
End of year $14.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $19.4M · Expenses $14.6M
+25%
Liabilities-to-Assets
Total liabilities — · Total assets $23.9M
Net-asset ratio
Net assets $14.3M · Total assets $23.9M
60%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $16.3M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $23.9M
68%
People & payroll
Highest Reported Total Compensation
Individual Joel Albizo · Reported title Chief Executive Officer · Highest reported compensation $353K · Total expenses $14.6M
2%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $7.3M · Total expenses $14.6M
50%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 89%
Overhead ratio 11%
Fundraising cost ratio 0%
Revenue growth 16%
Investment management fee ratio 0.5%
Legal fee ratio 0.5%
Accounting fee ratio 0.1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
AARPFY2024$10K
Total grants receivedfrom 2 funders$38K
Grants paid · 20 grants · $1.3M · 2019–2023
Planning Accreditation BoardIL · FY2023$177,108
Unitemized GrantFY2023$128,589
Unitemized GrantFY2023$45,977
Apa Ohio ChapterOH · FY2023$7,250
Unitemized GrantFY2023$1,520
Planning Accreditation BoardIL · FY2022$175,000
Unitemized GrantFY2022$22,318
Unitemized GrantFY2022$16,200
Planning Accreditation BoardIL · FY2021$150,000
Unitemized GrantFY2021$25,382
Planning Accreditation BoardIL · FY2020$136,000
Anthropocene AllianceFL · FY2020$65,000
Unitemized GrantFY2020$43,550
Planning Accreditation BoardIL · FY2019$170,640
See all 20 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$19.2M revenue · ⤓ 990 PDF
FY2023$18.6M revenue · ⤓ 990 PDF
FY2022$21.0M revenue · ⤓ 990 PDF
FY2021$19.4M revenue · viewing · ⤓ 990 PDF
FY2020$16.7M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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