Liabilities / Assets
96th percentile
Higher debt load relative to assets than 96% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.45x
Liabilities / Revenue
99th percentile
Higher debt load relative to revenue than 99% of similar nonprofits.
Net Margin
53rd percentile
Higher net margin than 53% of similar nonprofits.
Top Officer Pay
72nd percentile
Higher top officer pay than 72% of similar nonprofits.
Top officer pay equals 8.1% of source-year revenue.
Asset Growth
90th percentile
Faster asset growth than 90% of similar nonprofits.
Revenue Growth
75th percentile
Faster revenue growth than 75% of similar nonprofits.
Balance Sheet
Assets
Up$271,057
Up $84,600 (+45%) from 2019
Net Assets
Up$148,531
Up $9,840 (+7.1%) from 2019
Liabilities
Up$122,526
Up $74,760 (+157%) from 2019
Revenue And Expenses
Revenue
Up$84,582
Up $4,389 (+5.5%) from 2019
Expenses
Down$74,742
Down $11,301 (-13%) from 2019
Net Income
Up$9,840
Up $15,690 (+268%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- Apr 23, 2021
- Return Version
- 2019v5.2
- Gross Receipts
- $84,582
Mission and Program Overview
Mission
To maintain and improve the quality of education.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO ADVANCE THE SOCIO-ECONOMIC WELL BEING OF EDUCATORS | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CAREN FIRGER | President | - | $6,854 | - | $6,854 |
| STEPHEN GUERRIERO | VP Of Communications | - | $4,209 | - | $4,209 |
| LAURA MARINAK | VP Of Rights And Resp. | - | $3,606 | - | $3,606 |
| MIKE HIRSH | VP Of Negotiations | - | $3,302 | - | $3,302 |
| MARGARET CHARRON | Vice President Of Finance | - | $3,302 | - | $3,302 |
| BARBARA MANLEY | VP Of Treasury | - | $2,802 | - | $2,802 |
| RAYLENE ROBERTS | VP Of Membership | - | $2,802 | - | $2,802 |
| JILL KRAJEWSKI | VP Of Rights And Resp. | - | $2,802 | - | $2,802 |
Filing and Contact Details
Filer
- Filer Name
- Needham Education Association Inc
- EIN
- 23-7132795
- Phone
- 7814550480
- Address
- 28 LEDGEWOOD DRIVE, DOVER, MA 02030
Signing Officer
- Name
- Margaret Charron
- Title
- Treasurer
- Phone
- 7814550480
- Signed
- 2021-04-23
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Raffol and Company Inc
- Address
- 105 CHESTNUT ST SUITE 11, NEEDHAM, MA 02492
- Preparer
- Jonathan Vitale
- Phone
- 7814444926
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: bank interest. Amount: 1,635.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: payroll tax expense. Amount: 6,096. Description: office and administrative expense. Amount: 958. Description: board meetings. Amount: 726. Description: insurance. Amount: 263. Description: payroll service expense. Amount: 1,469. Description: donations. Amount: 1,500. Total to form 990-ez, line 16: 11,012.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: membership dues receivable. Beg. Of year amount: 117,011. End of year amount: 130,255.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: due to m.t.a.. Beg. Of year amount: 39,857. End of year amount: 42,070. Description: due to unum. Beg. Of year amount: 7,129. End of year amount: 38,531. Description: accrued expenses. Beg. Of year amount: 780. End of year amount: 41,925.”
Raw XML Appendix143 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | MARGARET CHARRON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7814550480 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 28 LEDGEWOOD DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | DOVER |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02030 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 69446 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 140802 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 9840 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1437 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 186457 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 271057 |
| IRS990EZ/GrossReceiptsAmt | 0 | 84582 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1635 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 68321 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 138691 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 148531 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 138691 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 148531 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 6854 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 2802 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 2802 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 4209 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 2802 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 3302 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 3302 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 3606 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CAREN FIRGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BARBARA MANLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | RAYLENE ROBERTS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | STEPHEN GUERRIERO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JILL KRAJEWSKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MIKE HIRSH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | MARGARET CHARRON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | LAURA MARINAK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VP OF TREASURY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VP OF MEMBERSHIP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP OF COMMUNICATIONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP OF RIGHTS AND RESP. |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VP OF NEGOTIATIONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | VICE PRESIDENT OF FINANCE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | VP OF RIGHTS AND RESP. |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 117011 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 130255 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 11012 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO MAINTAIN AND IMPROVE THE QUALITY OF EDUCATION. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 33 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 14626 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO ADVANCE THE SOCIO-ECONOMIC WELL BEING OF EDUCATORS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 62260 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 47766 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 122526 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 74742 |
| IRS990EZ/TotalRevenueAmt | 0 | 84582 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: BANK INTEREST. AMOUNT: 1,635. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: PAYROLL TAX EXPENSE. AMOUNT: 6,096. DESCRIPTION: OFFICE AND ADMINISTRATIVE EXPENSE. AMOUNT: 958. DESCRIPTION: BOARD MEETINGS. AMOUNT: 726. DESCRIPTION: INSURANCE. AMOUNT: 263. DESCRIPTION: PAYROLL SERVICE EXPENSE. AMOUNT: 1,469. DESCRIPTION: DONATIONS. AMOUNT: 1,500. TOTAL TO FORM 990-EZ, LINE 16: 11,012. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: MEMBERSHIP DUES RECEIVABLE. BEG. OF YEAR AMOUNT: 117,011. END OF YEAR AMOUNT: 130,255. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: DUE TO M.T.A.. BEG. OF YEAR AMOUNT: 39,857. END OF YEAR AMOUNT: 42,070. DESCRIPTION: DUE TO UNUM. BEG. OF YEAR AMOUNT: 7,129. END OF YEAR AMOUNT: 38,531. DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 780. END OF YEAR AMOUNT: 41,925. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MARGARET CHARRON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7814550480 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-04-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NEEDHAM EDUCATION ASSOCIATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NEED |
| ReturnHeader/Filer/EIN | 0 | 237132795 |
| ReturnHeader/Filer/PhoneNum | 0 | 7814550480 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 28 LEDGEWOOD DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DOVER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 02030 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 471096596 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | RAFFOL AND COMPANY INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 105 CHESTNUT ST SUITE 11 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NEEDHAM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 02492 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7814444926 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JONATHAN VITALE |
| ReturnHeader/ReturnTs | 0 | 2021-04-28T16:16:13-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
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.
- Assets
- $271,057
- Liabilities
- $122,526
- Net assets
- $148,531
- Revenue
- $84,582
- Expenses
- $74,742
- Net income
- $9,840