Civic Intelligence

Arlington Education Association Inc

EIN 23-7229963 • 501(c)5 • Arlington, MA

Profile

Labor union

637 Massachusetts AveArlington, MA 02474
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2025

Net Margin

5th percentile

-69%

Higher net margin than 5% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$8,548

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2025

Asset Growth

37th percentile

-2.9%

Faster asset growth than 37% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

21st percentile

-10%

Faster revenue growth than 21% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$134,154

Down $52,243 (-28%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$134,154

Down $52,243 (-28%) from 2024

Operations
Liabilities / Revenue60th percentileNet Margin5th percentile

Revenue

Down

$76,200

Down $121,647 (-61%) from 2024

Expenses

Down

$128,443

Down $25,196 (-16%) from 2024

Net Income

Down

-$52,243

Down $96,451 (-218%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$200K$150K$100K$50K$0Assets 2014: $65,481Net Assets 2014: $65,4812014Assets 2022: $157,632Liabilities 2022: $0Net Assets 2022: $157,6322022Assets 2023: $142,189Liabilities 2023: $0Net Assets 2023: $142,1892023Assets 2024: $186,397Liabilities 2024: $0Net Assets 2024: $186,3972024Assets 2025: $134,154Liabilities 2025: $0Net Assets 2025: $134,1542025

Highlighted filing

2025

Assets$134,154
Liabilities$0
Net Assets$134,154
Open 2025 Filing

Operations Trend

Revenue Growth21st percentile

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

$200K$100K$0-$100KRevenue 2014: $70,627Expenses 2014: $59,091Net Income 2014: $11,5362014Revenue 2022: $78,447Expenses 2022: $67,844Net Income 2022: $10,6032022Revenue 2023: $94,235Expenses 2023: $109,678Net Income 2023: -$15,4432023Revenue 2024: $197,847Expenses 2024: $153,639Net Income 2024: $44,2082024Revenue 2025: $76,200Expenses 2025: $128,443Net Income 2025: -$52,2432025

Highlighted filing

2025

Revenue$76,200
Expenses$128,443
Net Income-$52,243
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,154
Liabilities
$0
Net assets
$134,154
Revenue
$76,200
Expenses
$128,443
Net income
-$52,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.76$1.28$0.52
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$1.98$1.54$0.44
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.94$1.10$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.78$0.68$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.71$0.59$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 4, 2025
Return Version
2024v5.2
Gross Receipts
$76,200
Mission and Program Overview

Mission

Labor union

Program Services

DescriptionGrantsExpenses
Organization represents Town of Arlington teachers and secretaries in all labor negotiations/arbitrations. Also provides scholarship to local student$2,500$128,443
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juliana KeyesPresidentPT$8,548-$8,548
Jenna Medeiros2nd VPPT$5,149-$5,149
Stefanie CarlsonTreasurerPT$5,149-$5,149
Susan SoaresSecretaryPT$5,149-$5,149
Sif Ferranti1st VPPT$3,862-$3,862
Erika TonachelVPPT$1,000-$1,000
Anne ZacharyVPPT$500-$500
Filing and Contact Details

Filer

Filer Name
Arlington Education Association Inc
EIN
23-7229963
In Care Of
% Stefanie Carlson
Phone
7816464734
Address
637 Massachusetts Ave, Arlington, MA 02474

Signing Officer

Name
Stefanie Carlson
Title
Treas
Phone
7816464734
Signed
2025-09-04
Discuss with paid preparer
No

Preparer

Firm
Walter Fey CPA PC
Address
23 Randolph St, Arlington, MA 02474
Preparer
Walter Fey
Phone
7814245324
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMTA-Local Support 17,080Union Actions-Grants/Support 13,794”

List of grants and similar amounts paid Part I line 10

“Activity Scholarship Grant Grantee Emma Faust Arlington H.S. student Street 637 Mass Ave City, State, Zip Arlington, MA 02474Relationship None Amount 2,500”

Description of other expenses Part I line 16

“Description AmountUnion actions 17,805Insurance 500Community Outreach 4,293Meetings 417Travel 957Conference 1,940Board of Directors Support 2,271Clerical services 1,466”

Raw XML Appendix134 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Stefanie Carlson
IRS990EZ/BooksInCareOfDetail/PhoneNum07816464734
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0637 Massachusetts Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Arlington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002474
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0186397
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0134154
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-52243
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0186397
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0134154
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02500
IRS990EZ/GrossReceiptsAmt076200
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0186397
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0134154
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186397
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0134154
IRS990EZ/OccupancyRentUtltsAndMaintAmt015234
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03862
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt15149
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt28548
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt35149
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt45149
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sif Ferranti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jenna Medeiros
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Juliana Keyes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stefanie Carlson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Susan Soares
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Erika Tonachel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Anne Zachary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt01st VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12nd VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt029649
IRS990EZ/OtherRevenueTotalAmt030874
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Labor union
IRS990EZ/PrintingPublicationsPostageAmt02110
IRS990EZ/ProgramServiceRevenueAmt045326
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organization represents Town of Arlington teachers and secretaries in all labor negotiations/arbitrations. Also provides scholarship to local student
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0128443
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt077450
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0128443
IRS990EZ/TotalProgramServiceExpensesAmt0128443
IRS990EZ/TotalRevenueAmt076200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMTA-Local Support 17,080Union Actions-Grants/Support 13,794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Scholarship Grant Grantee Emma Faust Arlington H.S. student Street 637 Mass Ave City, State, Zip Arlington, MA 02474Relationship None Amount 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountUnion actions 17,805Insurance 500Community Outreach 4,293Meetings 417Travel 957Conference 1,940Board of Directors Support 2,271Clerical services 1,466
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0STEFANIE CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treas
ReturnHeader/BusinessOfficerGrp/PhoneNum07816464734
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Arlington Education Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0ARLI
ReturnHeader/Filer/EIN0237229963
ReturnHeader/Filer/InCareOfNm0% Stefanie Carlson
ReturnHeader/Filer/PhoneNum07816464734
ReturnHeader/Filer/USAddress/AddressLine1Txt0637 Massachusetts Ave
ReturnHeader/Filer/USAddress/CityNm0Arlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002474
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Walter Fey CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 Randolph St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002474
ReturnHeader/PreparerPersonGrp/PhoneNum07814245324
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER FEY
ReturnHeader/ReturnTs02025-10-10T19:38:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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