Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Heads and Principals Association
990EZ • Fiscal year 2021 • EIN 04-3105291
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
5th percentile
Higher net margin than 5% of similar nonprofits.
Top Officer Pay
93rd percentile
Higher top officer pay than 93% of similar nonprofits.
Top officer pay equals 119.6% of source-year revenue.
Asset Growth
17th percentile
Faster asset growth than 17% of similar nonprofits.
Revenue Growth
4th percentile
Faster revenue growth than 4% of similar nonprofits.
Balance Sheet
Assets
Down$154,579
Down $32,475 (-17%) from 2020
Net Assets
$154,579
No earlier filing loaded for comparison.
Liabilities
Down$0
Down $9,250 (-100%) from 2020
Revenue And Expenses
Revenue
Down$15,671
Down $163,293 (-91%) from 2020
Expenses
Down$38,896
Down $154,771 (-80%) from 2020
Net Income
Down-$23,225
Down $8,522 (-58%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2020 to Sep 30, 2021
- Signed
- Feb 9, 2023
- Return Version
- 2020v4.0
- Gross Receipts
- $15,671
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. | - | $38,896 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ARCHIBALD R MONTGOMERY | Exec. Secret | PT | $18,750 | - | $18,750 |
| ERINNE MARKWAS | Exec. Assist | PT | $9,000 | - | $9,000 |
| ELIZABETH C SPEERS | President | - | $0 | - | - |
| CHARLES M STILLWELL | Vice Preside | - | $0 | - | - |
| KERRY P BRENNAN | Secretary | - | $0 | - | - |
| KATHLEEN C GILES | Treasurer | - | $0 | - | - |
| CAREN WALKER GREGORY | Board Member | - | $0 | - | - |
| AIMECLAIRE ROCHE | Board Member | - | $0 | - | - |
| CHARLES DUMAIS | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- HEADMASTERS' ASSOCIATION
- EIN
- 04-3105291
- Phone
- 6032294635
- Address
- 325 PLEASANT STREET, CONCORD, NH 03301
Signing Officer
- Name
- Kathleen C Giles
- Title
- Treasurer
- Phone
- 8282546345
- Signed
- 2023-02-09
- 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 8
“MISC. INCOME 74 TOTAL 74”
Form 990-ez, Part I, Line 16
“Expenses bank charges 120 office supplies 358 website expense 1,622 investment expense 447 total 2,547”
Form 990-ez, Part II, Line 24
“Inventories for sale or use 3,504 3,504 prepaid conference fees 20,051 20,000 loan to employee 0 147 total 23,555 23,651”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 9,250 0”
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 Appendix146 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 | ELIZABETH C SPEERS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | CHARLES M STILLWELL |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | KERRY P BRENNAN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | KATHLEEN C GILES |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | CAREN WALKER GREGORY |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | AIMECLAIRE ROCHE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 6 | CHARLES DUMAIS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 7 | ARCHIBALD R MONTGOMERY |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 8 | ERINNE MARKWAS |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ASHLI SNOW |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6032294635 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | ST PAULS SCHOOL |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt | 0 | 325 PLEASANT ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CONCORD |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 033012591 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 163499 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 130928 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -23225 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5148 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 187054 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 154579 |
| IRS990EZ/GrossReceiptsAmt | 0 | 15671 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4697 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 10900 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 177804 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 154579 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 177804 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 154579 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 12.50 |
| 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 | 18750 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 9000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ELIZABETH C SPEERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CHARLES M STILLWELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KERRY P BRENNAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KATHLEEN C GILES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CAREN WALKER GREGORY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | AIMECLAIRE ROCHE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | CHARLES DUMAIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ARCHIBALD R MONTGOMERY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | ERINNE MARKWAS |
| 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/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | EXEC. ASSIST |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 23555 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 23651 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 2547 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 74 |
| 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/PrintingPublicationsPostageAmt | 0 | 166 |
| 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 | 38896 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 31035 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 9250 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 38896 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 38896 |
| IRS990EZ/TotalRevenueAmt | 0 | 15671 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://WWW.HEADMASTERSASSOCIATION.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | MISC. INCOME 74 TOTAL 74 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES BANK CHARGES 120 OFFICE SUPPLIES 358 WEBSITE EXPENSE 1,622 INVESTMENT EXPENSE 447 TOTAL 2,547 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | INVENTORIES FOR SALE OR USE 3,504 3,504 PREPAID CONFERENCE FEES 20,051 20,000 LOAN TO EMPLOYEE 0 147 TOTAL 23,555 23,651 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 9,250 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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 | 5 | 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 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| 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 | 2023-03-07 01:45:13Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KATHLEEN C GILES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8282546345 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-02-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HEADMASTERS' ASSOCIATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | C/O ST PAUL'S SCHOOL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEAD |
| ReturnHeader/Filer/EIN | 0 | 043105291 |
| ReturnHeader/Filer/PhoneNum | 0 | 6032294635 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 325 PLEASANT STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CONCORD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 03301 |
| 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 | 2023-02-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAMES A LEE CPA |
| ReturnHeader/ReturnTs | 0 | 2023-02-17T11:10:18-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | KATHLEEN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | GILES |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-09-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $154,579
- Liabilities
- $0
- Net assets
- $154,579
- Revenue
- $15,671
- Expenses
- $38,896
- Net income
- -$23,225