Civic Intelligence

North East Association for Institutional Research

EIN 22-2418856 • 501(c)3 • Newark, DE

Profile

To promote the development and use of institutional research in higher education and provide information and professional development opportunities to our members.

40 East Main Street Pmb 352Newark, DE 19711-4639

www.neair.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

62nd percentile

8.8%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

73%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$480,285

Up $39,003 (+8.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$480,285

Up $39,003 (+8.8%) from 2023

Revenue

Up

$326,547

Up $138,048 (+73%) from 2023

Expenses

Up

$264,600

Up $39,100 (+17%) from 2023

Net Income

Up

$61,947

Up $98,948 (+267%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $154,278Liabilities 2011: $0Net Assets 2011: $154,2782011Assets 2012: $177,398Liabilities 2012: $0Net Assets 2012: $177,3982012Assets 2013: $213,954Liabilities 2013: $0Net Assets 2013: $213,9542013Assets 2014: $244,438Liabilities 2014: $0Net Assets 2014: $244,4382014Assets 2015: $247,165Liabilities 2015: $0Net Assets 2015: $247,1652015Assets 2016: $308,586Liabilities 2016: $89Net Assets 2016: $308,4972016Assets 2017: $326,971Liabilities 2017: $0Net Assets 2017: $326,9712017Assets 2018: $366,782Liabilities 2018: $0Net Assets 2018: $366,7822018Assets 2019: $370,733Liabilities 2019: $0Net Assets 2019: $370,7332019Assets 2020: $399,458Liabilities 2020: $0Net Assets 2020: $399,4582020Assets 2022: $443,169Liabilities 2022: $0Net Assets 2022: $443,1692022Assets 2023: $441,282Liabilities 2023: $0Net Assets 2023: $441,2822023Assets 2024: $480,285Liabilities 2024: $0Net Assets 2024: $480,2852024

Highlighted filing

2024

Assets$480,285
Liabilities$0
Net Assets$480,285

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2011: $171,2522011Expenses 2012: $216,1552012Revenue 2013: $216,339Expenses 2013: $179,783Net Income 2013: $36,5562013Revenue 2014: $255,877Expenses 2014: $225,393Net Income 2014: $30,4842014Revenue 2015: $291,526Expenses 2015: $288,799Net Income 2015: $2,7272015Revenue 2016: $254,038Expenses 2016: $196,362Net Income 2016: $57,6762016Revenue 2017: $270,178Expenses 2017: $272,177Net Income 2017: -$1,9992017Revenue 2018: $297,466Expenses 2018: $267,275Net Income 2018: $30,1912018Revenue 2019: $254,092Expenses 2019: $244,795Net Income 2019: $9,2972019Revenue 2020: $260,806Expenses 2020: $223,485Net Income 2020: $37,3212020Revenue 2022: $104,008Expenses 2022: $94,382Net Income 2022: $9,6262022Revenue 2023: $188,499Expenses 2023: $225,500Net Income 2023: -$37,0012023Revenue 2024: $326,547Expenses 2024: $264,600Net Income 2024: $61,9472024

Highlighted filing

2024

Revenue$326,547
Expenses$264,600
Net Income$61,947

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.00$4.80$3.27$2.65$0.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$1.88$2.26$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.43$0.00$4.43$1.04$0.94$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$2.61$2.23$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$0.00$3.71$2.54$2.45$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$2.97$2.67$0.30
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.00$3.27$2.70$2.72$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.08$2.54$1.96$0.58
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$2.92$2.89$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$2.56$2.25$0.30
2013Summary only. Only limited summary data is available for this year.$2.14$0.00$2.14$2.16$1.80$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$2.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$1.71
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 14, 2017
Return Version
2016v3.0
Gross Receipts
$270,178
Mission and Program Overview

Mission

To promote the development and use of institutional research in higher education and provide information and professional development opportunities to our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$133,596$156,412▲ $22,816
Savings and Temporary Cash Investments$111,990$82,402▼ $29,588
Prepaid Expenses and Deferred Charges$22,396$80,000▲ $57,604
Cash and Non-Interest-Bearing Accounts$40,604$8,157▼ $32,447
Total Assets$308,586$326,971▲ $18,385
Liabilities
Other Liabilities$89--
Total Liabilities$89$0▼ $89
Net Assets / Fund Balance
Unrestricted Net Assets$308,497$326,971▲ $18,474
Total Net Assets Fund Balance$308,497$326,971▲ $18,474
Total Liabilities and Net Assets / Fund Balance$308,586$326,971▲ $18,385
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark PalladinoCo President
Ann Marie SeniorPresident
Allison WaltersBoard Member
Annemarie BartlettBoard Member
Braden HoschBoard Member
Chad MuntzBoard Member
Jane ZeffBoard Member
Jerold LaguillesBoard Member
K Tracy BarnesBoard Member
Melanie LarsonBoard Member
Tiffany ParkerBoard Member
Jennifer DunseathSecretary
John TardiffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$45,150
Program Service Revenue
$220,858
Investment Income
$4,170
Other Revenue
$0
Change in Net Assets
$-1,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$272,177
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$15,919$23,879-$39,798
Information Technology$33,790--$33,790
Conferences and Meetings$14,687$3,593-$18,280
All Other Expenses$5,119$12,868-$17,987
Travel$5,769$5,156-$10,925
Other Expenses$5,824$1,981-$5,824
Fees for Services Accounting-$5,797-$5,797
Fees for Service Investment Mgmnt Fees-$1,785-$1,785
Insurance$778$778-$1,556
Office Expenses-$278-$278
Total Functional Expenses$214,111$58,066$0$272,177
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Steering committee members of the organization are general members of the organization.

Member election for additional members Part VI line 7A

The nominations committee monitors the election process. Any member may nominate themself or someone else. The committee ascertains the willingness of nominees to be placed on the ballot, supplements the process with candidates when necessary and places all nominations on the ballot which is disseminated to members 6 weeks before conference voting takes place utilizing memberleaps software. Voting remains open for 3 weeks. Positions are filled by majority vote. New officers and steering committee members take control at annual conference meeting.

Committee meeting documentation Part VI line 8B

While the governing board documents the committees activities in the meeting minutes, no committee has the authority to act on behalf of the governing body.

Form 990 governing body review Part VI line 11

Form 990 is reviewed by the treasurer of the steering committee, and the preparer. The form 990 is then distributed to all members of the finance committee and the steering committee for their review and comments. A period of time is designated for this review. After comments are received, the return is submitted to the irs.

Conflict of interest policy compliance Part VI line 12C

While there is no formal process for enforcement of the conflict of interest policy, questionnaires are sent out to the leadership team members regarding conflict of interests. All leadership team members are required to complete the questionnaire and disclose any conflict, or potential conflict to the president or treasurer and seek resolution of the issue.

Form 990 availability to public Part VI line 18

The form 990 is available on the internet at www.guidestar.org.

Governing documents etc available to public Part VI line 19

The governing documents are made available to the general public upon request. The form 990 is also available on the internet at www.guidestar.org. The governing documents are made available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
North East Association for Institutional Research
EIN
22-2418856
Address
40 EAST MAIN STREET PMB 352, Newark, DE 19711-4639

Signing Officer

Name
John Tardiff
Title
Treasurer
Phone
3025595638
Signed
2017-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Tardiff
Formed
1974
Legal Domicile
De
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Scott Rubinsky CPA
Address
PO BOX 969, Huntingdon Valley, PA 19006
Preparer
Scott Rubinsky
Phone
2159476434
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Administrative consultant

Raw XML AppendixShowing 400 of 441 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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IRS990/ProgSrvcAccomActy2Grp/Desc0TRAINING AND DEVELOPMENT WORKSHOP PROGRAM TO AID IN THE DEVELOPMENT AND USE OF INSTITUTIONAL RESEARCH IN HIGHER EDUCATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STEERING COMMITTEE MEMBERS OF THE ORGANIZATION ARE GENERAL MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE NOMINATIONS COMMITTEE MONITORS THE ELECTION PROCESS. ANY MEMBER MAY NOMINATE THEMSELF OR SOMEONE ELSE. THE COMMITTEE ASCERTAINS THE WILLINGNESS OF NOMINEES TO BE PLACED ON THE BALLOT, SUPPLEMENTS THE PROCESS WITH CANDIDATES WHEN NECESSARY AND PLACES ALL NOMINATIONS ON THE BALLOT WHICH IS DISSEMINATED TO MEMBERS 6 WEEKS BEFORE CONFERENCE VOTING TAKES PLACE UTILIZING MEMBERLEAPS SOFTWARE. VOTING REMAINS OPEN FOR 3 WEEKS. POSITIONS ARE FILLED BY MAJORITY VOTE. NEW OFFICERS AND STEERING COMMITTEE MEMBERS TAKE CONTROL AT ANNUAL CONFERENCE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WHILE THE GOVERNING BOARD DOCUMENTS THE COMMITTEES ACTIVITIES IN THE MEETING MINUTES, NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY THE TREASURER OF THE STEERING COMMITTEE, AND THE PREPARER. THE FORM 990 IS THEN DISTRIBUTED TO ALL MEMBERS OF THE FINANCE COMMITTEE AND THE STEERING COMMITTEE FOR THEIR REVIEW AND COMMENTS. A PERIOD OF TIME IS DESIGNATED FOR THIS REVIEW. AFTER COMMENTS ARE RECEIVED, THE RETURN IS SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WHILE THERE IS NO FORMAL PROCESS FOR ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY, QUESTIONNAIRES ARE SENT OUT TO THE LEADERSHIP TEAM MEMBERS REGARDING CONFLICT OF INTERESTS. ALL LEADERSHIP TEAM MEMBERS ARE REQUIRED TO COMPLETE THE QUESTIONNAIRE AND DISCLOSE ANY CONFLICT, OR POTENTIAL CONFLICT TO THE PRESIDENT OR TREASURER AND SEEK RESOLUTION OF THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 IS AVAILABLE ON THE INTERNET AT WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADMINISTRATIVE CONSULTANT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other fees for services expenses Part IX line 11g
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