Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
83rd percentile
Faster asset growth than 83% of similar nonprofits.
Revenue Growth
57th percentile
Faster revenue growth than 57% of similar nonprofits.
Balance Sheet
Assets
Up$134,760
Up $26,368 (+24%) from 2015
Net Assets
Up$134,760
Up $26,368 (+24%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Up$165,669
Up $5,289 (+3.3%) from 2015
Expenses
Up$141,686
Up $4,366 (+3.2%) from 2015
Net Income
Up$23,983
Up $923 (+4.0%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2015 to Sep 30, 2016
- Signed
- Feb 2, 2017
- Return Version
- 2015v3.0
- Gross Receipts
- $165,669
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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. SERVES 75 INDEPENDENT SCHOOL HEADS AND 25 PUBLIC SCHOOL PRINCIPALS OR SUPERINTENDENTS. | - | $141,686 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ARCHIBALD R MONTGOMERY | Exec. Secret | - | $21,500 | - | $21,500 |
| WILLIAM L BURK III | President | - | $0 | - | - |
| KATHLEEN O'NEIL JAMIESON | Vice Preside | - | $0 | - | - |
| ROBERT E LITTLEFIELD | Secretary | - | $0 | - | - |
| REBECCA T UPHAM | Treasurer | - | $0 | - | - |
| CHARLES M STILLWELL | Board Member | - | $0 | - | - |
| MARJO TALBOT | Board Member | - | $0 | - | - |
| WILLIAM DONOHUE | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- HEADMASTERS' ASSOCIATION
- EIN
- 04-3105291
- Phone
- 6178002714
- Address
- 360 ASHEVILLE SCHOOL ROAD, ASHEVILLE, NC 28806
Signing Officer
- Name
- Rebecca T Upham
- Title
- Treasurer
- Phone
- 8282546345
- Signed
- 2017-02-02
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Crawley Lee & Company Pa
- Address
- PO BOX 5595, ASHEVILLE, NC 28813-5595
- Preparer
- James a Lee CPA
- Phone
- 8282745524
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 20
“Unrealized investment gains 2,385”
Form 990-ez, Part II, Line 24
“Prepaid conference fees 20,000 20,000 total 20,000 20,000”
Form 990-ez, Part III
“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.”
Form 990-ez, Part III, Line 28
“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. Serves 75 independent school heads and 25 public school principals or superintendents.”
Raw XML Appendix125 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 |
|---|---|---|
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| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | REBECCA T UPHAM |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6178002714 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 80 GERRYS LANDING ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CAMBRIDGE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02138 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 88392 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 114760 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 10000 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 23983 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 141686 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 108392 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 134760 |
| IRS990EZ/GrossReceiptsAmt | 0 | 165669 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1863 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 44400 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 108392 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 134760 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 108392 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 134760 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 000.00 |
| 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 | WILLIAM L BURK III |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KATHLEEN O'NEIL JAMIESON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ROBERT E LITTLEFIELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | REBECCA T UPHAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CHARLES M STILLWELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MARJO TALBOT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | WILLIAM DONOHUE |
| 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. SECRET |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 20000 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 20000 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 2385 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 109406 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. SERVES 75 INDEPENDENT SCHOOL HEADS AND 25 PUBLIC SCHOOL PRINCIPALS OR SUPERINTENDENTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 141686 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 141686 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 141686 |
| IRS990EZ/TotalRevenueAmt | 0 | 165669 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | UNREALIZED INVESTMENT GAINS 2,385 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PREPAID CONFERENCE FEES 20,000 20,000 TOTAL 20,000 20,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. SERVES 75 INDEPENDENT SCHOOL HEADS AND 25 PUBLIC SCHOOL PRINCIPALS OR SUPERINTENDENTS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | REBECCA T UPHAM |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8282546345 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-02-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HEADMASTERS' ASSOCIATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | C/O ASHEVILLE SCHOOL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEAD |
| ReturnHeader/Filer/EIN | 0 | 043105291 |
| ReturnHeader/Filer/PhoneNum | 0 | 6178002714 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 360 ASHEVILLE SCHOOL ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ASHEVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28806 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 561391615 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CRAWLEY LEE & COMPANY PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 5595 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ASHEVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 288135595 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8282745524 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-02-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAMES A LEE CPA |
| ReturnHeader/ReturnTs | 0 | 2017-02-02T08:35:29-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-09-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $134,760
- Liabilities
- $0
- Net assets
- $134,760
- Revenue
- $165,669
- Expenses
- $141,686
- Net income
- $23,983