Civic Intelligence

Massachusetts Teachers Association 359 Wellesley Teachers Association

990EZ • Fiscal year 2020 • EIN 23-7107849

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 11, 2020

Organization ProfileN/A
50 Kingsbury StreetWellesley, MA 02481

(781) 446-6210

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

70th percentile

21%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$8,966

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-10%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$122,144

Up $18,047 (+17%) from 2019

Net Assets

Up

$122,144

Up $18,047 (+17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin70th percentile

Revenue

Down

$85,286

Down $9,783 (-10%) from 2019

Expenses

Down

$67,239

Down $16,040 (-19%) from 2019

Net Income

Up

$18,047

Up $6,257 (+53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$150K$100K$50K$0Assets 2012: $71,109Liabilities 2012: $35,475Net Assets 2012: $35,6342012Assets 2013: $79,236Liabilities 2013: $37,267Net Assets 2013: $41,9692013Assets 2014: $39,615Liabilities 2014: $0Net Assets 2014: $39,6152014Assets 2015: $83,358Liabilities 2015: $0Net Assets 2015: $83,3582015Assets 2016: $79,716Liabilities 2016: $675Net Assets 2016: $79,0412016Assets 2017: $85,389Liabilities 2017: $178Net Assets 2017: $85,2112017Assets 2018: $92,611Liabilities 2018: $304Net Assets 2018: $92,3072018Assets 2019: $104,097Liabilities 2019: $0Net Assets 2019: $104,0972019Assets 2020: $122,144Liabilities 2020: $0Net Assets 2020: $122,1442020Assets 2021: $126,275Liabilities 2021: $0Net Assets 2021: $126,2752021Assets 2022: $96,363Net Assets 2022: $96,3632022Assets 2023: $98,433Liabilities 2023: $7,500Net Assets 2023: $90,9332023Assets 2024: $40,833Liabilities 2024: $0Net Assets 2024: $40,8332024Assets 2025: $112,006Liabilities 2025: $0Net Assets 2025: $112,0062025

Highlighted filing

2020

Assets$122,144
Liabilities$0
Net Assets$122,144
Open 2020 Filing

Operations Trend

Revenue Growth31st percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $49,511Expenses 2012: $47,007Net Income 2012: $2,5042012Revenue 2013: $62,600Expenses 2013: $56,265Net Income 2013: $6,3352013Revenue 2014: $59,655Expenses 2014: $62,009Net Income 2014: -$2,3542014Revenue 2015: $76,976Expenses 2015: $33,233Net Income 2015: $43,7432015Revenue 2016: $73,846Expenses 2016: $78,163Net Income 2016: -$4,3172016Revenue 2017: $66,870Expenses 2017: $60,700Net Income 2017: $6,1702017Revenue 2018: $92,444Expenses 2018: $85,348Net Income 2018: $7,0962018Revenue 2019: $95,069Expenses 2019: $83,279Net Income 2019: $11,7902019Revenue 2020: $85,286Expenses 2020: $67,239Net Income 2020: $18,0472020Revenue 2021: $69,344Expenses 2021: $79,857Net Income 2021: -$10,5132021Revenue 2022: $67,636Expenses 2022: $97,548Net Income 2022: -$29,9122022Revenue 2023: $555,499Expenses 2023: $560,929Net Income 2023: -$5,4302023Revenue 2024: $547,894Expenses 2024: $597,965Net Income 2024: -$50,0712024Revenue 2025: $611,526Expenses 2025: $540,454Net Income 2025: $71,0722025

Highlighted filing

2020

Revenue$85,286
Expenses$67,239
Net Income$18,047
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 11, 2020
Return Version
2019v5.1
Gross Receipts
$85,286
Mission and Program Overview

Mission

To work for the welfare of school children, the advancement of education and the improvement of instructional opportunity for all.

- To unify and strengthen the teaching profession and to secure and maintain the salaries, retirement, professional teaching status, professional and sick leave, and other working conditions necessary to support teaching as a profession. - To enable members to speak with a common voice on matters pertaining to the teaching profession and to their individual and common interest before the School Committee and other legal authorities.

Program Services

DescriptionGrantsExpenses
TO DEVELOP AND PROMOTE THE ADOPTION OF SUCH ETHICAL PRACTICES, PERSONNEL POLICIES AND STANDARDS OF PREPARATION AND PARTICIPATION AS MARK A PROFESSION-$33,576
TO AWARD SCHOLORSHIPS TO GRADUATING SENIORS IN WELLESLEY SCHOOL DISTRICT AUTHORITIES.-$13,200
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLE GEKOPIPresidentPT$8,966-$8,966
JULIE VERRETVice President-$3,279-$3,279
ERIN STICKLETreasurer-$3,279-$3,279
ELIZABETH GARYSecretary-$3,279-$3,279
Filing and Contact Details

Filer

Filer Name
Massachusetts Teachers Association
EIN
23-7107849
In Care Of
% ERIN STICKLE
Phone
7814466210
Address
50 Kingsbury Street, Wellesley, MA 02481

Signing Officer

Name
Erin Stickle
Title
Treasurer
Phone
7814466210
Signed
2020-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Ny Inc
Address
1 HUDSON CITY CENTRE STE 204, HUDSON, NY 12534
Preparer
Jean H Lossi
Phone
5188281565
Supplemental Narrative

Additional Explanations

Form 990-ez-part 111

“To work for the welfare of school children, the advancement of education and the improvement of instructional opportunity for all.”

Form 990EZ Part I Line 8

“Description:REIMBURSED EXPENSES LO Amount:14939”

Form 990EZ Part I Line 8

“Description:DONATION Amount:106”

Form 990EZ Part I Line 16

“Description:PRESIDENT RELEASE TIME EXPENSE Amount:19096”

Form 990EZ Part I Line 16

“Description:ADP PROCESSING FEES Amount:”

Form 990EZ Part I Line 16

“Description:PR & R STIPEND Amount:3261”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:220”

Form 990EZ Part I Line 16

“Description:STATE FILING FEE Amount:15”

Form 990EZ Part I Line 16

“Description:BANK SERVICE CHARGES Amount:24”

Form 990EZ Part I Line 16

“Description:WEB TOOLS Amount:3458”

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07814466210
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALTHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002453
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104097
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122144
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018047
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01448
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104097
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0122144
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013200
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GroupExemptionNum02348
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0747
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt069494
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104097
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122144
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104097
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0122144
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt08966
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13279
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23279
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33279
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KYLE GEKOPI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE VERRET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN STICKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH GARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt031755
IRS990EZ/OtherRevenueTotalAmt015045
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0- To unify and strengthen the teaching profession and to secure and maintain the salaries, retirement, professional teaching status, professional and sick leave, and other working conditions necessary to support teaching as a profession. - To enable members to speak with a common voice on matters pertaining to the teaching profession and to their individual and common interest before the School Committee and other legal authorities.
IRS990EZ/PrintingPublicationsPostageAmt0280
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO DEVELOP AND PROMOTE THE ADOPTION OF SUCH ETHICAL PRACTICES, PERSONNEL POLICIES AND STANDARDS OF PREPARATION AND PARTICIPATION AS MARK A PROFESSION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO AWARD SCHOLORSHIPS TO GRADUATING SENIORS IN WELLESLEY SCHOOL DISTRICT AUTHORITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033576
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt020556
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067239
IRS990EZ/TotalProgramServiceExpensesAmt046776
IRS990EZ/TotalRevenueAmt085286
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO WORK FOR THE WELFARE OF SCHOOL CHILDREN, THE ADVANCEMENT OF EDUCATION AND THE IMPROVEMENT OF INSTRUCTIONAL OPPORTUNITY FOR ALL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:REIMBURSED EXPENSES LO Amount:14939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:DONATION Amount:106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:PRESIDENT RELEASE TIME EXPENSE Amount:19096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:ADP PROCESSING FEES Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:PR & R STIPEND Amount:3261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:INSURANCE Amount:220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:STATE FILING FEE Amount:15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:BANK SERVICE CHARGES Amount:24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:WEB TOOLS Amount:3458
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ-PART 111
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN STICKLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07814466210
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Massachusetts Teachers Association
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0359 Wellesley Teachers Association
ReturnHeader/Filer/BusinessNameControlTxt0MASS
ReturnHeader/Filer/EIN0237107849
ReturnHeader/Filer/InCareOfNm0% ERIN STICKLE
ReturnHeader/Filer/PhoneNum07814466210
ReturnHeader/Filer/USAddress/AddressLine1Txt050 Kingsbury Street
ReturnHeader/Filer/USAddress/CityNm0Wellesley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId037322878BE59C91E477074D76AEB20DD1C342AD6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01B0E8B0FB7DD74CA7A8B90C5B52330C0888F57B7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014429220202245000007
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.99.101.4
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS NY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 HUDSON CITY CENTRE STE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012534
ReturnHeader/PreparerPersonGrp/PhoneNum05188281565
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN H LOSSI
ReturnHeader/ReturnTs02020-08-11T15:23:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,144
Liabilities
$0
Net assets
$122,144
Revenue
$85,286
Expenses
$67,239
Net income
$18,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$6.12$5.40$0.71
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.41$5.48$5.98$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.08$0.91$5.55$5.61$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.96$0.68$0.98$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.69$0.80$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.85$0.67$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.95$0.83$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.92$0.92$0.85$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.67$0.61$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$0.74$0.78$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.77$0.33$0.44
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.60$0.62$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.37$0.42$0.63$0.56$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.35$0.36$0.50$0.47$0.03