Civic Intelligence

New England Transfer Association Inc.

990EZ • Fiscal year 2016 • EIN 04-2914501

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 02, 2016

35 Central Park DriveHolyoke, MA 01040

(413) 782-1321

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

-2.3%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$83,233

Down $11,233 (-12%) from 2015

Net Assets

Down

$83,233

Down $11,233 (-12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$47,748

Down $1,139 (-2.3%) from 2015

Expenses

Up

$58,981

Up $7,126 (+14%) from 2015

Net Income

Down

-$11,233

Down $8,265 (-278%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $64,502Liabilities 2011: $02011Assets 2012: $79,069Net Assets 2012: $79,0692012Assets 2013: $86,777Liabilities 2013: $0Net Assets 2013: $86,7772013Assets 2014: $97,434Liabilities 2014: $0Net Assets 2014: $97,4342014Assets 2015: $94,466Liabilities 2015: $0Net Assets 2015: $94,4662015Assets 2016: $83,233Liabilities 2016: $0Net Assets 2016: $83,2332016Assets 2017: $49,114Liabilities 2017: $0Net Assets 2017: $49,1142017Assets 2018: $71,357Liabilities 2018: $0Net Assets 2018: $71,3572018Assets 2019: $58,460Liabilities 2019: $0Net Assets 2019: $58,4602019Assets 2020: $55,644Liabilities 2020: $0Net Assets 2020: $55,6442020Assets 2021: $75,535Liabilities 2021: $0Net Assets 2021: $75,5352021Assets 2022: $62,719Liabilities 2022: $0Net Assets 2022: $62,7192022Assets 2023: $51,824Liabilities 2023: $0Net Assets 2023: $51,8242023Assets 2024: $63,541Liabilities 2024: $0Net Assets 2024: $63,5412024Assets 2025: $77,057Net Assets 2025: $77,0572025

Highlighted filing

2016

Assets$83,233
Liabilities$0
Net Assets$83,233

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $47,554Expenses 2011: $40,001Net Income 2011: $7,5532011Revenue 2012: $40,636Expenses 2012: $26,069Net Income 2012: $14,5672012Revenue 2013: $45,009Expenses 2013: $37,301Net Income 2013: $7,7082013Revenue 2014: $51,144Expenses 2014: $40,487Net Income 2014: $10,6572014Revenue 2015: $48,887Expenses 2015: $51,855Net Income 2015: -$2,9682015Revenue 2016: $47,748Expenses 2016: $58,981Net Income 2016: -$11,2332016Revenue 2017: $26,987Expenses 2017: $61,106Net Income 2017: -$34,1192017Revenue 2018: $89,413Expenses 2018: $67,170Net Income 2018: $22,2432018Revenue 2019: $57,956Expenses 2019: $70,853Net Income 2019: -$12,8972019Revenue 2020: $22,261Expenses 2020: $25,077Net Income 2020: -$2,8162020Revenue 2021: $31,390Expenses 2021: $11,499Net Income 2021: $19,8912021Revenue 2022: $46,578Expenses 2022: $59,394Net Income 2022: -$12,8162022Revenue 2023: $46,846Expenses 2023: $57,741Net Income 2023: -$10,8952023Revenue 2024: $74,604Expenses 2024: $62,887Net Income 2024: $11,7172024Revenue 2025: $81,508Expenses 2025: $67,992Net Income 2025: $13,5162025

Highlighted filing

2016

Revenue$47,748
Expenses$58,981
Net Income-$11,233
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 2, 2016
Return Version
2015v2.1
Gross Receipts
$47,748
Mission and Program Overview

Mission

The primary purpose of the organization is to make the transfer from a two-year college to a four-year college a smooth process for students through educational programs and news letters that promote communication between the schools.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION ACCOMPLISHES ITS MISSION THROUGH AN ANNUAL CONFERENCE THAT PROVIDES SEMINARS AND WORKSHOPS TO EDUCATE ADMINISTRATORS ON ADMISSION STANDARDS, APPLICATION PROCEDURES, FINANCIAL AID, INTERNATIONAL CREDENTIALS, ARTICULATION AGREEMENTS, AND LEGAL ISSUES.-$47,670
THE ASSOCIATION AWARDS SCHOLARSHIPS TO TRANSFER STUDENTS.--
THE ASSOCIATION FURTHER EDUCATES ITS MEMBERS THROUGH A SEMI-ANNUAL NEWSLETTER.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI GAGNE PENDLETONDirector-$0--
MADELEINE BERGSTROMDirector-$0--
DAWN BRYDENVice Preside-$0--
CAROLYN DIETELTreasurer-$0--
LIMARI RIVERADirector-$0--
EVAN DESATNICKSecretary-$0--
JUDE TOMASINOPresident-$0--
BRENDAN STAMMDirector-$0--
ANNIE MCDONOUGHDirector-$0--
MICHAEL RUSSELLDirector-$0--
LUCY SAUNDERSDirector-$0--
DAYNA BRADSTREETDirector-$0--
STEPHANIE BRIGGSDirector-$0--
MARK BROADBENTDirector-$0--
BETH FULLERTONTreasurer-$0--
ANNE GRIFFINDirector-$0--
Filing and Contact Details

Filer

Filer Name
New England Transfer Assoc Inc
EIN
04-2914501
Phone
4137821321
Address
35 CENTRAL PARK DRIVE, HOLYOKE, MA 01040

Signing Officer

Name
Beth Fullerton
Title
Treasurer
Phone
5088544562
Signed
2016-08-02

Preparer

Firm
Burgess Schultz & Robb Pc
Address
PO BOX 467, EAST LONGMEADOW, MA 01028-0467
Preparer
N Andrew Robb
Phone
4135250025
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses conference expense 47,670 scholarships 5,000 postage 353 taxes/annual report 50 board insurance 1,338 misc. Expense 926 website 1,215 meeting expense 806 professional development 652 bank fees 8 non-investment depreciation 173 total 58,191

Form 990-ez, Part II, Line 24

12,451 12,451 less accumulated depreciation 12,278 12,451 conference deposits 6,631 5,000 total 6,804 5,000

Form 990-ez, Part III

The primary purpose of the organization is to make the transfer from a two-year college to a four-year college a smooth process for students through educational programs and news letters that promote communication between the schools.

Form 990-ez, Part III, Line 28

The organization accomplishes its mission through an annual conference that provides seminars and workshops to educate administrators on admission standards, application procedures, financial aid, international credentials, articulation agreements, and legal issues.

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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/TitleTxt2VICE PRESIDE
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IRS990EZ/ProgramServiceRevenueAmt033736
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ASSOCIATION AWARDS SCHOLARSHIPS TO TRANSFER STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ASSOCIATION FURTHER EDUCATES ITS MEMBERS THROUGH A SEMI-ANNUAL NEWSLETTER.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCE EXPENSE 47,670 SCHOLARSHIPS 5,000 POSTAGE 353 TAXES/ANNUAL REPORT 50 BOARD INSURANCE 1,338 MISC. EXPENSE 926 WEBSITE 1,215 MEETING EXPENSE 806 PROFESSIONAL DEVELOPMENT 652 BANK FEES 8 NON-INVESTMENT DEPRECIATION 173 TOTAL 58,191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt112,451 12,451 LESS ACCUMULATED DEPRECIATION 12,278 12,451 CONFERENCE DEPOSITS 6,631 5,000 TOTAL 6,804 5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO MAKE THE TRANSFER FROM A TWO-YEAR COLLEGE TO A FOUR-YEAR COLLEGE A SMOOTH PROCESS FOR STUDENTS THROUGH EDUCATIONAL PROGRAMS AND NEWS LETTERS THAT PROMOTE COMMUNICATION BETWEEN THE SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION ACCOMPLISHES ITS MISSION THROUGH AN ANNUAL CONFERENCE THAT PROVIDES SEMINARS AND WORKSHOPS TO EDUCATE ADMINISTRATORS ON ADMISSION STANDARDS, APPLICATION PROCEDURES, FINANCIAL AID, INTERNATIONAL CREDENTIALS, ARTICULATION AGREEMENTS, AND LEGAL ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH FULLERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05088544562
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW ENGLAND TRANSFER ASSOC INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWE
ReturnHeader/Filer/EIN0042914501
ReturnHeader/Filer/PhoneNum04137821321
ReturnHeader/Filer/USAddress/AddressLine1Txt035 CENTRAL PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0HOLYOKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001040
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043578147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURGESS SCHULTZ & ROBB PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 467
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST LONGMEADOW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0010280467
ReturnHeader/PreparerPersonGrp/PhoneNum04135250025
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0N ANDREW ROBB
ReturnHeader/ReturnTs02016-10-25T12:36:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$77.1$77.1$81.5$68.0$13.5
2024Detailed filing. Detailed filing data is available for this year.$63.5$0.00$63.5$74.6$62.9$11.7
2023Detailed filing. Detailed filing data is available for this year.$51.8$0.00$51.8$46.8$57.7$10.9
2022Detailed filing. Detailed filing data is available for this year.$62.7$0.00$62.7$46.6$59.4$12.8
2021Detailed filing. Detailed filing data is available for this year.$75.5$0.00$75.5$31.4$11.5$19.9
2020Detailed filing. Detailed filing data is available for this year.$55.6$0.00$55.6$22.3$25.1$2.82
2019Detailed filing. Detailed filing data is available for this year.$58.5$0.00$58.5$58.0$70.9$12.9
2018Detailed filing. Detailed filing data is available for this year.$71.4$0.00$71.4$89.4$67.2$22.2
2017Detailed filing. Detailed filing data is available for this year.$49.1$0.00$49.1$27.0$61.1$34.1
2016Detailed filing. Detailed filing data is available for this year.$83.2$0.00$83.2$47.7$59.0$11.2
2015Detailed filing. Detailed filing data is available for this year.$94.5$0.00$94.5$48.9$51.9$2.97
2014Detailed filing. Detailed filing data is available for this year.$97.4$0.00$97.4$51.1$40.5$10.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.8$0.00$86.8$45.0$37.3$7.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.1$79.1$40.6$26.1$14.6
2011Summary only. Only limited summary data is available for this year.$64.5$0.00$47.6$40.0$7.55
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits