Civic Intelligence

National Educational Alumni Trust

990EZ • Fiscal year 2015 • EIN 06-6226602

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 02, 2016

Organization Profilewww.aia-online.com/NEAT
3070 Riverside DriveColumbus, OH 43221

(614) 340-6122

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

53rd percentile

3.4%

Faster asset growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$411,554

Up $13,713 (+3.4%) from 2014

Net Assets

$411,554

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin86th percentile

Revenue

Down

$41,498

Down $10,300 (-20%) from 2014

Expenses

Down

$27,785

Down $1,640 (-5.6%) from 2014

Net Income

Down

$13,713

Down $8,660 (-39%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $353,465Liabilities 2011: $02011Assets 2012: $371,025Liabilities 2012: $02012Assets 2013: $375,468Liabilities 2013: $02013Assets 2014: $397,841Liabilities 2014: $02014Assets 2015: $411,554Liabilities 2015: $0Net Assets 2015: $411,5542015Assets 2016: $416,499Liabilities 2016: $0Net Assets 2016: $416,4992016Assets 2017: $438,197Liabilities 2017: $0Net Assets 2017: $438,1972017Assets 2018: $511,628Liabilities 2018: $0Net Assets 2018: $511,6282018Assets 2019: $506,420Liabilities 2019: $0Net Assets 2019: $506,4202019Assets 2020: $511,176Liabilities 2020: $0Net Assets 2020: $511,1762020Assets 2021: $535,274Liabilities 2021: $0Net Assets 2021: $535,2742021Assets 2022: $534,306Liabilities 2022: $0Net Assets 2022: $534,3062022Assets 2023: $575,426Liabilities 2023: $0Net Assets 2023: $575,4262023Assets 2024: $612,361Liabilities 2024: $0Net Assets 2024: $612,3612024

Highlighted filing

2015

Assets$411,554
Liabilities$0
Net Assets$411,554
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $50,557Expenses 2011: $27,614Net Income 2011: $22,9432011Revenue 2012: $42,604Expenses 2012: $25,044Net Income 2012: $17,5602012Revenue 2013: $33,640Expenses 2013: $29,197Net Income 2013: $4,4432013Revenue 2014: $51,798Expenses 2014: $29,425Net Income 2014: $22,3732014Revenue 2015: $41,498Expenses 2015: $27,785Net Income 2015: $13,7132015Revenue 2016: $34,679Expenses 2016: $29,734Net Income 2016: $4,9452016Revenue 2017: $55,467Expenses 2017: $33,769Net Income 2017: $21,6982017Revenue 2018: $102,716Expenses 2018: $31,537Net Income 2018: $71,1792018Revenue 2019: $44,847Expenses 2019: $50,118Net Income 2019: -$5,2712019Revenue 2020: $49,760Expenses 2020: $45,004Net Income 2020: $4,7562020Revenue 2021: $52,367Expenses 2021: $28,269Net Income 2021: $24,0982021Revenue 2022: $39,275Expenses 2022: $40,243Net Income 2022: -$9682022Revenue 2023: $84,831Expenses 2023: $43,711Net Income 2023: $41,1202023Revenue 2024: $71,519Expenses 2024: $34,584Net Income 2024: $36,9352024

Highlighted filing

2015

Revenue$41,498
Expenses$27,785
Net Income$13,713
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 2, 2016
Return Version
2015v2.0
Gross Receipts
$62,395
Mission and Program Overview

Mission

Promote the welfare of each alumni assoc & its respective institution; stimulate involvement in n.e.a.t. Programs; establish a mutually beneficial financial relationship between n.e.a.t. Programs & the respective alumni.

Program Services

DescriptionGrantsExpenses
The NEATrust Professional Development Scholarship enables NEAT member alumni association staff to attend a conference of their choice. Scholarship winners learn best practices in the field of alumni relations, network with peers & meet with vendors that provide relevant services at these conferences which benefit the attendee, the alumni association & the college or university. Scholarship recipients usually attend one of the following: The Council for Advancement and Support of Education (CASE)Alumni Relations Conferences, CASE District Conferences, or Membership and Marketing Conferences.$4,992$22,793
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER NEUBAUER-OH UNIV ALUMPresident-$0--
DAVID WILSON-UNIV OF AL ALUMNISecretary-$0--
RON PHILLIPSJON BOES-COLL INSTrustees-$0--
Filing and Contact Details

Filer

Filer Name
National Educational Alumni Trust
EIN
06-6226602
Phone
6143406122
Address
3070 RIVERSIDE DRIVE, COLUMBUS, OH 43221

Signing Officer

Name
Ron Phillips Jon Boes
Title
Trustee
Signed
2016-06-02
Discuss with paid preparer
Yes

Preparer

Firm
McGregor Company
Address
1515 Bethel Road Suite 301, Columbus, OH 43220
Preparer
McGregor Company
Phone
6143260900
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $359”

Other Expenses.1012

“Insurance $3210”

Other Expenses.1

“TRUST FEES $1000”

Other Expenses.2

“FOREIGN TAX PD $28”

Raw XML Appendix144 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/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043221
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt014503
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER NEUBAUER-OH UNIV ALUM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RON PHILLIPSJON BOES-COLL INS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustees
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04597
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE WELFARE OF EACH ALUMNI ASSOC & ITS RESPECTIVE INSTITUTION; STIMULATE INVOLVEMENT IN N.E.A.T. PROGRAMS; ESTABLISH A MUTUALLY BENEFICIAL FINANCIAL RELATIONSHIP BETWEEN N.E.A.T. PROGRAMS & THE RESPECTIVE ALUMNI.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The NEATrust Professional Development Scholarship enables NEAT member alumni association staff to attend a conference of their choice. Scholarship winners learn best practices in the field of alumni relations, network with peers & meet with vendors that provide relevant services at these conferences which benefit the attendee, the alumni association & the college or university. Scholarship recipients usually attend one of the following: The Council for Advancement and Support of Education (CASE)Alumni Relations Conferences, CASE District Conferences, or Membership and Marketing Conferences.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04992
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022793
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt020000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027785
IRS990EZ/TotalProgramServiceExpensesAmt04992
IRS990EZ/TotalRevenueAmt041498
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.aia-online.com/NEAT
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0115995
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026995
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt035170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018742
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06493
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016702
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0104102
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.52700
IRS990ScheduleA/PublicSupportPY170Pct00.62080
IRS990ScheduleA/PublicSupportTotal170Amt0115995
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014898
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036111
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033855
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0115995
IRS990ScheduleA/TotalSupportAmt0220097
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $3210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUST FEES $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOREIGN TAX PD $28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RON PHILLIPS JON BOES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL EDUCATIONAL ALUMNI TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BOARD OF ADVISORS
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0066226602
ReturnHeader/Filer/PhoneNum06143406122
ReturnHeader/Filer/USAddress/AddressLine1Txt03070 RIVERSIDE DRIVE
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043221
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01515 Bethel Road Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043220
ReturnHeader/PreparerPersonGrp/PhoneNum06143260900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0McGregor Company
ReturnHeader/ReturnTs02016-06-02T10:52:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$411,554
Liabilities
$0
Net assets
$411,554
Revenue
$41,498
Expenses
$27,785
Net income
$13,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.12$0.00$6.12$0.72$0.35$0.37
2023Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.85$0.44$0.41
2022Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.39$0.40$0.01
2021Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.52$0.28$0.24
2020Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.50$0.45$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.45$0.50$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$1.03$0.32$0.71
2017Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.55$0.34$0.22
2016Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.35$0.30$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.41$0.28$0.14
2014Summary only. Only limited summary data is available for this year.$3.98$0.00$0.52$0.29$0.22
2013Summary only. Only limited summary data is available for this year.$3.75$0.00$0.34$0.29$0.04
2012Summary only. Only limited summary data is available for this year.$3.71$0.00$0.43$0.25$0.18
2011Summary only. Only limited summary data is available for this year.$3.53$0.00$0.51$0.28$0.23