Civic Intelligence

National Educational Alumni Trust

990 • Fiscal year 2018 • EIN 06-6226602

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 18, 2019

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

85%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$511,628

Up $73,431 (+17%) from 2017

Net Assets

Up

$511,628

Up $73,431 (+17%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin95th percentile

Revenue

Up

$102,716

Up $47,249 (+85%) from 2017

Expenses

Down

$31,537

Down $2,232 (-6.6%) from 2017

Net Income

Up

$71,179

Up $49,481 (+228%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2018

Assets$511,628
Liabilities$0
Net Assets$511,628
Open 2018 Filing

Operations Trend

Revenue Growth92nd 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

2018

Revenue$102,716
Expenses$31,537
Net Income$71,179
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 18, 2019
Return Version
2018v3.1
Gross Receipts
$510,401
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$406,698$494,206▲ $87,508
Cash and Non-Interest-Bearing Accounts$16,450$17,422▲ $972
Savings and Temporary Cash Investments$15,049$0▼ $15,049
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$438,197$511,628▲ $73,431
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$438,197$511,628▲ $73,431
Total Net Assets Fund Balance$438,197$511,628▲ $73,431
Total Liabilities and Net Assets / Fund Balance$438,197$511,628▲ $73,431
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Courtney MarshallPresident
Ron PhillipsTrustee
Mark ClapperSecretary
Amy Lensing TateTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,128
Investment Income
$72,588
Other Revenue
$0
Change in Net Assets
$71,179
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,988
Other Expenses$6,549
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,477--$13,477
Grants to Domestic Individuals$11,511--$11,511
Insurance$3,252--$3,252
Fees for Services Other$2,000--$2,000
Fees for Services Accounting$530--$530
Other Expenses$25--$25
Total Functional Expenses$31,537$0$0$31,537
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Trustee receives the Form 990 and related schedules from the organization's CPA. The Trustee reviews the tax return and forwards to the Chair, who performs a second review of the information, and if all is in order, signs the return copy and related e-file authorization for filing. The Chair then sends the return back to the Trustee, who double checks for signature, then submits the Form 8879-EO back to the CPA to authorize e-filing of the tax return.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST”

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
Courtney Marshall
Title
President
Signed
2019-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Courtney Marshall
Formed
1989
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
10

Preparer

Firm
McGregor Company
Address
1900 Crown Park Ct Ste C, Columbus, OH 43235
Preparer
McGregor Company
Phone
6143260900
Raw XML Appendix363 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.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt038696
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016628
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0128972
IRS990ScheduleA/TotalSupportAmt0287054
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt011511
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Part I, Line 2 -- Procedures for Monitoring the Use of Grant FundsSCHOLARSHIP & GRANT info and apps are distributed to active NEATrust Associations, and must be received by the deadline date. Funds are limited, so preference will be given to aplicants who have not previously received a NEATrust scholarship. To support as many NEATrust member associations as possible, only one award will be made per institution or individual. Scholarship Committee members review & rate the questions separately for each applicant and then tally the score. The Committee's total numeric score of each applicant is then averaged to determine the final rankings. Final rankings are submitted to AIA and winners will be approved during the December NEATrust meeting.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustee receives the Form 990 and related schedules from the organization's CPA. The Trustee reviews the tax return and forwards to the Chair, who performs a second review of the information, and if all is in order, signs the return copy and related e-file authorization for filing. The Chair then sends the return back to the Trustee, who double checks for signature, then submits the Form 8879-EO back to the CPA to authorize e-filing of the tax return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0438197
IRS990/TotalAssetsEOYAmt0511628
IRS990/TotalAssetsGrp/BOYAmt0438197
IRS990/TotalAssetsGrp/EOYAmt0511628
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031537
IRS990/TotalFunctionalExpensesGrp/TotalAmt031537
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0438197
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0511628
IRS990/TotalProgramServiceExpensesAmt031537
IRS990/TotalProgramServiceRevenueAmt030128
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0102716
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0102716
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0438197
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0511628
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0438197
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0511628
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01845 FAIRMOUNT CAMPUS BOX 54
IRS990/USAddress/CityNm0WICHITA
IRS990/USAddress/StateAbbreviationCd0KS
IRS990/USAddress/ZIPCd067260
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.aia-online.com/NEAT
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COURTNEY MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-18
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
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McGregor Company
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/ReturnTs02019-06-18T15:16:57-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$511,628
Liabilities
$0
Net assets
$511,628
Revenue
$102,716
Expenses
$31,537
Net income
$71,179
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