Civic Intelligence

New England Transfer Association Inc.

EIN 04-2914501 • 501(c)3 • Worcester, MA

Pub. 78 Eligible

Profile

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.

950 Main Street Ug AdmissionsWorcester, MA 01610-1477

www.ne-transfer.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

9.3%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$77,057

Up $13,516 (+21%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$77,057

Up $13,516 (+21%) from 2024

Revenue

Up

$81,508

Up $6,904 (+9.3%) from 2024

Expenses

Up

$67,992

Up $5,105 (+8.1%) from 2024

Net Income

Up

$13,516

Up $1,799 (+15%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$77,057
Liabilities-
Net Assets$77,057

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$81,508
Expenses$67,992
Net Income$13,516

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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.0
Gross Receipts
$81,508
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.-$52,855
THE ASSOCIATION AWARDS SCHOLARSHIPS TO TRANSFER STUDENTS.-$7,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RHIAN WATERBERGPresident-$0--
JAE BERGMANVice Preside-$0--
MEREDITH GAGNON-DUBESecretary-$0--
TOM MORGANTreasurer-$0--
SUSAN MURPHYDirector-$0--
CHRISTINE CUDDEMIDirector-$0--
LEAH MILLERDirector-$0--
LORI BARDENDirector-$0--
JENNIFER BARRYDirector-$0--
JACQUES MORROWDirector-$0--
SHANI SMITH-ARSENAULTDirector-$0--
RICH PAREZDirector-$0--
HOLLY SMARTDirector-$0--
JENN VAMVAKASDirector-$0--
CYNTHIA SYLVESTERDirector-$0--
KEVIN VAN DEVELDEDirector-$0--
Filing and Contact Details

Filer

Filer Name
New England Transfer Assoc Inc
EIN
04-2914501
Phone
5087937413
Address
950 MAIN STREET UG ADMISSIONS, WORCESTER, MA 01610-1477

Signing Officer

Name
Rhian Waterberg
Title
President
Phone
5087937413
Signed
2026-02-10

Preparer

Firm
Burgess Robb & Grassetti Pc
Address
2 CENTER SQUARE, EAST LONGMEADOW, MA 01028
Preparer
N Andrew Robb
Phone
4135250025
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses conference expense 52,855 scholarships 7,500 board insurance 1,265 misc. Expense 170 bank fees 4,120 taxes 1,956 website 126 total 67,992

Form 990-ez, Part II, Line 24

12,451 12,451 less accumulated depreciation 12,451 12,451 conference deposits 2,437 0 prepaid expenses 0 5,600 total 2,437 5,600

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCE EXPENSE 52,855 SCHOLARSHIPS 7,500 BOARD INSURANCE 1,265 MISC. EXPENSE 170 BANK FEES 4,120 TAXES 1,956 WEBSITE 126 TOTAL 67,992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt112,451 12,451 LESS ACCUMULATED DEPRECIATION 12,451 12,451 CONFERENCE DEPOSITS 2,437 0 PREPAID EXPENSES 0 5,600 TOTAL 2,437 5,600
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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW ENGLAND TRANSFER ASSOC INC
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ReturnHeader/Filer/EIN0042914501
ReturnHeader/Filer/PhoneNum05087937413
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ReturnHeader/PreparerPersonGrp/PhoneNum04135250025
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0N ANDREW ROBB
ReturnHeader/ReturnTs02026-02-20T16:20:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

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Peer Organizations

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