Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.07x
Liabilities / Revenue
71st percentile
Higher debt load relative to revenue than 71% of similar nonprofits.
Net Margin
60th percentile
Higher net margin than 60% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
81st percentile
Faster asset growth than 81% of similar nonprofits.
Revenue Growth
30th percentile
Faster revenue growth than 30% of similar nonprofits.
Balance Sheet
Assets
Up$97,546
Up $17,660 (+22%) from 2013
Net Assets
Up$91,046
Up $11,160 (+14%) from 2013
Liabilities
Up$6,500
Up $6,500 from 2013
Revenue And Expenses
Revenue
Down$135,634
Down $12,833 (-8.6%) from 2013
Expenses
Down$125,746
Down $78,053 (-38%) from 2013
Net Income
Up$9,888
Up $65,220 (+118%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2013 to Sep 30, 2014
- Signed
- Feb 6, 2015
- Return Version
- 2013v4.0
- Gross Receipts
- $135,634
Mission and Program Overview
Mission
The mission of the organization is to increase the opportunities for mutual aquaintance among headmasters and public school principals or superintendents and for the interchange of views on matters of common interest to secondary schools.
The mission of the organization is to increase the opportunities for mutual acquaintance among headmasters and public school principals or superintendents and for the interchange of views on matters of common interest to secondary schools.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE MISSION OF THE ORGANIZATION IS TO INCREASE THE OPPORTUNITIES FOR MUTUAL ACQUAINTANCE AMONG INDEPENDENT SCHOOL HEADS AND PUBLIC SCHOOL PRINCIPAL OR SUPERINTENDENTS AND FOR THE INTERCHANGE OF VIEWS ON MATTERS OF COMMON INTEREST TO SECONDARY SCHOOLS. SERVES 75 INDEPENDENT SCHOOL HEADS AND 25 PUBLIC SCHOOL PRINCIPALS OR SUPERINTENDENTS. | - | $93,446 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ARCHIBALD R MONTGOMERY | Exec Secreta | PT | $21,500 | - | $21,500 |
| STEVE M CLEMENT III | President | - | $0 | - | - |
| ELLEN C STEIN | Vice Preside | - | $0 | - | - |
| ROBERT E LITTLEFIELD | Secretary | - | $0 | - | - |
| REBECCA T UPHAM | Treasurer | - | $0 | - | - |
| PAULA GIROUARD MCCANN | Board Member | - | $0 | - | - |
| STEPHEN R MAHONEY | Board Member | - | $0 | - | - |
| F ROBERTSON HERSHEY | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 04-3105291
- Phone
- 6178002714
Signing Officer
- Name
- Rebecca T Upham
- Title
- Treasurer
- Phone
- 6178002714
- Signed
- 2015-02-06
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Ann Marie Lopane
- Phone
- 5187892727
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses office supplies 225 conferences / meetings 93,446 total 93,671”
Form 990-ez, Part I, Line 20
“Unrealized gain on securities 1,272”
Form 990-ez, Part II, Line 24
“Prepaid expenses 5,000 22,000 total 5,000 22,000”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 0 6,500”
Form 990-ez, Part III
“The mission of the organization is to increase the opportunities for mutual acquaintance among headmasters and public school principals or superintendents and for the interchange of views on matters of common interest to secondary schools.”
Form 990-ez, Part III, Line 28
“The mission of the organization is to increase the opportunities for mutual acquaintance among independent school heads and public school principal or superintendents and for the interchange of views on matters of common interest to secondary schools. Serves 75 independent school heads and 25 public school principals or superintendents.”
Raw XML Appendix137 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | STEVE M CLEMENT III |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | ELLEN C STEIN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | ROBERT E LITTLEFIELD |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | REBECCA T UPHAM |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | PAULA GIROUARD MCCANN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | STEPHEN R MAHONEY |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 6 | F ROBERTSON HERSHEY |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 7 | ARCHIBALD R MONTGOMERY |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | REBECCA T UPHAM |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6178002714 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 80 GERRYS LANDING ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | CAMBRIDGE |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 02138 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 74886 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 75546 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 9888 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 32075 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 79886 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 97546 |
| IRS990EZ/GrossReceiptsAmt | 0 | 135634 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1559 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 44425 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 79886 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 91046 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 79886 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 91046 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 21500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | STEVE M CLEMENT III |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ELLEN C STEIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ROBERT E LITTLEFIELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | REBECCA T UPHAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | PAULA GIROUARD MCCANN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | STEPHEN R MAHONEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | F ROBERTSON HERSHEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ARCHIBALD R MONTGOMERY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | EXEC SECRETA |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 5000 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 22000 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 1272 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 93671 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE MISSION OF THE ORGANIZATION IS TO INCREASE THE OPPORTUNITIES FOR MUTUAL ACQUAINTANCE AMONG HEADMASTERS AND PUBLIC SCHOOL PRINCIPALS OR SUPERINTENDENTS AND FOR THE INTERCHANGE OF VIEWS ON MATTERS OF COMMON INTEREST TO SECONDARY SCHOOLS. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 89650 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE MISSION OF THE ORGANIZATION IS TO INCREASE THE OPPORTUNITIES FOR MUTUAL ACQUAINTANCE AMONG INDEPENDENT SCHOOL HEADS AND PUBLIC SCHOOL PRINCIPAL OR SUPERINTENDENTS AND FOR THE INTERCHANGE OF VIEWS ON MATTERS OF COMMON INTEREST TO SECONDARY SCHOOLS. SERVES 75 INDEPENDENT SCHOOL HEADS AND 25 PUBLIC SCHOOL PRINCIPALS OR SUPERINTENDENTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 93446 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 6500 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 125746 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 93446 |
| IRS990EZ/TotalRevenueAmt | 0 | 135634 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE SUPPLIES 225 CONFERENCES / MEETINGS 93,446 TOTAL 93,671 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNREALIZED GAIN ON SECURITIES 1,272 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PREPAID EXPENSES 5,000 22,000 TOTAL 5,000 22,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 6,500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE MISSION OF THE ORGANIZATION IS TO INCREASE THE OPPORTUNITIES FOR MUTUAL ACQUAINTANCE AMONG HEADMASTERS AND PUBLIC SCHOOL PRINCIPALS OR SUPERINTENDENTS AND FOR THE INTERCHANGE OF VIEWS ON MATTERS OF COMMON INTEREST TO SECONDARY SCHOOLS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE MISSION OF THE ORGANIZATION IS TO INCREASE THE OPPORTUNITIES FOR MUTUAL ACQUAINTANCE AMONG INDEPENDENT SCHOOL HEADS AND PUBLIC SCHOOL PRINCIPAL OR SUPERINTENDENTS AND FOR THE INTERCHANGE OF VIEWS ON MATTERS OF COMMON INTEREST TO SECONDARY SCHOOLS. SERVES 75 INDEPENDENT SCHOOL HEADS AND 25 PUBLIC SCHOOL PRINCIPALS OR SUPERINTENDENTS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | REBECCA T UPHAM |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6178002714 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-02-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | HEADMASTERS' ASSOCIATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | C/O BUCKINGHAM BROWNE & NICHOLS SCH |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEAD |
| ReturnHeader/Filer/EIN | 0 | 043105291 |
| ReturnHeader/Filer/PhoneNum | 0 | 6178002714 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 80 GERRYS LANDING ROAD |
| ReturnHeader/Filer/USAddress/City | 0 | CAMBRIDGE |
| ReturnHeader/Filer/USAddress/State | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 021385504 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 205638594 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | LOPANE & CO CPA'S PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | PO BOX 660 71 MAIN ST SUITE 1 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | MILLERTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 12546 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5187892727 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-02-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ANN MARIE LOPANE |
| ReturnHeader/ReturnTs | 0 | 2015-02-13T11:11:32-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-09-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $97,546
- Liabilities
- $6,500
- Net assets
- $91,046
- Revenue
- $135,634
- Expenses
- $125,746
- Net income
- $9,888