Civic Intelligence

National Educational Alumni Trust

990EZ • Fiscal year 2017 • EIN 06-6226602

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 27, 2018

Organization Profilewww.aia-online.com/NEAT
5455 Rings Rd Ste 250Dublin, OH 43017

(614) 340-6126

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

5.2%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

60%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$438,197

Up $21,698 (+5.2%) from 2016

Net Assets

Up

$438,197

Up $21,698 (+5.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin88th percentile

Revenue

Up

$55,467

Up $20,788 (+60%) from 2016

Expenses

Up

$33,769

Up $4,035 (+14%) from 2016

Net Income

Up

$21,698

Up $16,753 (+339%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2017

Assets$438,197
Liabilities$0
Net Assets$438,197
Open 2017 Filing

Operations Trend

Revenue Growth88th 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

2017

Revenue$55,467
Expenses$33,769
Net Income$21,698
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 27, 2018
Return Version
2017v2.2
Gross Receipts
$55,467
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.$33,723$26,348
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD HAMELPresident-$0--
TODD MCCUBBINSecretary-$0--
RON PHILLIPSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
National Educational Alumni Trust
EIN
06-6226602
Phone
6143406126
Address
5455 RINGS RD STE 250, DUBLIN, OH 43017

Signing Officer

Name
Brad Hamel
Title
President
Signed
2018-06-27
Discuss with paid preparer
Yes

Preparer

Firm
McGregor Company
Address
1900 Crown Park Ct Ste C, Columbus, OH 43235
Preparer
McGregor Company
Phone
6143260900
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $4292”

Other Expenses.1

“TRUST FEES $2000”

Other Expenses.2

“GIFTS $393”

Other Expenses.3

“FOREIGN TAX PD $47”

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/PersonNm0RON PHILLIPS TRUSTEE
IRS990EZ/BooksInCareOfDetail/PhoneNum06143406122
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05455 RINGS RD STE 250
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUBLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0416499
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InvestmentIncomeAmt026450
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRAD HAMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TODD MCCUBBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RON PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06732
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/GrantsAndAllocationsAmt033723
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026348
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033769
IRS990EZ/TotalProgramServiceExpensesAmt033723
IRS990EZ/TotalRevenueAmt055467
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.aia-online.com/NEAT
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: The Organization meets the "fact and circumstances" test in Regulations section 1.170A-9(f)(3). 1) The Organization maintains a continuous and bona fide program for solicitation of funds from the membership group involved;2) Support comes only from member organizations and investment income. The ability to generate investment income comes from the excess of member contributions over functional expenses; therefore member contributions are indirectly responsible for all income of the Organization.3) The Organization has a governing body which represents the broad interests of the member organizations.4) The Organization generally provides services directly for the benefit of the member organizations on a continuing basis. 5) The solicitation of dues-paying members is designed to enroll a substantial number of Alumni Associations, and dues for members have been fixed at rates designed to make memberhsip available to a broad cross-section of the interested Alumni Associations.6) The activities of the Organization will likely appeal to Alumni Associations having the common purpose of promoting the welfare of each Alumni Association and its respective Institution.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029017
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt038696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0113742
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0221875
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026995
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt035170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018742
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0329232
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.25680
IRS990ScheduleA/PublicSupportPY170Pct00.28090
IRS990ScheduleA/PublicSupportTotal170Amt0113742
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029017
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt038696
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014898
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0113742
IRS990ScheduleA/TotalSupportAmt0442974
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $4292
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUST FEES $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFTS $393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOREIGN TAX PD $47
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD HAMEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL EDUCATIONAL ALUMNI TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BOARD OF ADVISORS
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0066226602
ReturnHeader/Filer/PhoneNum06143406126
ReturnHeader/Filer/USAddress/AddressLine1Txt05455 RINGS RD STE 250
ReturnHeader/Filer/USAddress/CityNm0DUBLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200067233
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 Crown Park Ct Ste C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043235
ReturnHeader/PreparerPersonGrp/PhoneNum06143260900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0McGregor Company
ReturnHeader/ReturnTs02018-06-27T12:49:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$438,197
Liabilities
$0
Net assets
$438,197
Revenue
$55,467
Expenses
$33,769
Net income
$21,698
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