Civic Intelligence

Somerville Educators Union #12210

990EZ • Fiscal year 2024 • EIN 23-7229947

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 02, 2024

240 Elm Street 2nd FloorSomerville, MA 02144

(617) 719-9527

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.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

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

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

81st percentile

21%

Higher net margin than 81% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

69th percentile

$7,000

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

44%

Faster asset growth than 93% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

38%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$135,714

Up $41,226 (+44%) from 2023

Net Assets

Up

$135,714

Up $41,226 (+44%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$195,841

Up $53,592 (+38%) from 2023

Expenses

Down

$154,615

Down $10,215 (-6.2%) from 2023

Net Income

Up

$41,226

Up $63,807 (+283%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2022: $117,069Liabilities 2022: $0Net Assets 2022: $117,0692022Assets 2023: $94,488Liabilities 2023: $0Net Assets 2023: $94,4882023Assets 2024: $135,714Liabilities 2024: $0Net Assets 2024: $135,7142024Assets 2025: $147,989Liabilities 2025: $0Net Assets 2025: $147,9892025

Highlighted filing

2024

Assets$135,714
Liabilities$0
Net Assets$135,714

Operations Trend

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

$200K$100K$0-$100KRevenue 2022: $91,681Expenses 2022: $156,398Net Income 2022: -$64,7172022Revenue 2023: $142,249Expenses 2023: $164,830Net Income 2023: -$22,5812023Revenue 2024: $195,841Expenses 2024: $154,615Net Income 2024: $41,2262024Revenue 2025: $169,705Expenses 2025: $157,430Net Income 2025: $12,2752025

Highlighted filing

2024

Revenue$195,841
Expenses$154,615
Net Income$41,226
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 2, 2024
Return Version
2023v5.1
Gross Receipts
$195,841
Mission and Program Overview

Mission

To maintain and improve the quality of education for all; to upload high professional standards and to advance the socio-economic well-being of educators; and for such other purposes as are permissible under the law and incidental to the purposes set forth here.

Program Services

DescriptionGrantsExpenses
TO OPERATE AN EDUCATORS UNION.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAYSHAWN SIMMONSPresidentFT$7,000-$7,000
MEGAN BRADYMembership Secretary-$3,500-$3,500
LINDSAY WEAVERVice PresidentPT$3,500-$3,500
LEIGHA CHARBONEAUTreasurerPT$3,500-$3,500
SHARYN VON TRAPPGrievance ChairPT$3,500-$3,500
JULIA DAHLINRecording Secretary-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
SOMERVILLE EDUCATORS UNION #12210
EIN
23-7229947
Phone
6177199527
Address
240 ELM STREET 2ND FLOOR, SOMERVILLE, MA 02144

Signing Officer

Name
Leigha Charboneau
Title
Treasurer
Phone
6177199527
Signed
2024-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Caitlin Limoges CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 310.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: misc.. Amount: 4,449. Description: reimbursements. Amount: 4,584. Description: office expenses. Amount: 940. Description: retirement gifts. Amount: 1,588. Description: conferences. Amount: 1,017. Description: travel. Amount: 7,794. Total to form 990-ez, line 16: 20,372.

Raw XML Appendix125 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LEIGHA CHARBONEAU
IRS990EZ/BooksInCareOfDetail/PhoneNum06175015542
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0240 ELM STREET 2ND FLOOR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOMERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002144
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt094488
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0135714
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt07685
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt041226
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04797
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt094488
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0135714
IRS990EZ/GrossReceiptsAmt0195841
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0310
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0187846
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt094488
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0135714
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt094488
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0135714
IRS990EZ/OccupancyRentUtltsAndMaintAmt020460
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt53500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAYSHAWN SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGAN BRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSAY WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEIGHA CHARBONEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIA DAHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHARYN VON TRAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBERSHIP SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5GRIEVANCE CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020372
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MAINTAIN AND IMPROVE THE QUALITY OF EDUCATION FOR ALL; TO UPLOAD HIGH PROFESSIONAL STANDARDS AND TO ADVANCE THE SOCIO-ECONOMIC WELL-BEING OF EDUCATORS; AND FOR SUCH OTHER PURPOSES AS ARE PERMISSIBLE UNDER THE LAW AND INCIDENTAL TO THE PURPOSES SET FORTH HERE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO OPERATE AN EDUCATORS UNION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0108986
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0154615
IRS990EZ/TotalRevenueAmt0195841
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://SITES.GOOGLE.COM/SOMERVILLEEDUCATORS.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 310.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISC.. AMOUNT: 4,449. DESCRIPTION: REIMBURSEMENTS. AMOUNT: 4,584. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 940. DESCRIPTION: RETIREMENT GIFTS. AMOUNT: 1,588. DESCRIPTION: CONFERENCES. AMOUNT: 1,017. DESCRIPTION: TRAVEL. AMOUNT: 7,794. TOTAL TO FORM 990-EZ, LINE 16: 20,372.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEIGHA CHARBONEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06177199527
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOMERVILLE EDUCATORS UNION #12210
ReturnHeader/Filer/BusinessNameControlTxt0SOME
ReturnHeader/Filer/EIN0237229947
ReturnHeader/Filer/PhoneNum06177199527
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 ELM STREET 2ND FLOOR
ReturnHeader/Filer/USAddress/CityNm0SOMERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AAFCPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAITLIN LIMOGES CPA
ReturnHeader/ReturnTs02024-08-05T13:52:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings