Civic Intelligence

Waltham Educators Association

990 • Fiscal year 2023 • EIN 23-7274517

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 13, 2023

Organization ProfileNONE
201 Winter Street Suite 201Waltham, MA 02451

(781) 314-5590

Siviq Scores

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

Liabilities / Assets

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.03x

Higher debt load relative to revenue than 79% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

64th percentile

9.8%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$13,725

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

3.7%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

102%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$351,422

Up $12,545 (+3.7%) from 2022

Net Assets

Up

$347,158

Up $12,545 (+3.7%) from 2022

Liabilities

Flat

$4,264

Flat from 2022

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin64th percentile

Revenue

Up

$128,402

Up $64,737 (+102%) from 2022

Expenses

Up

$115,857

Up $43,678 (+61%) from 2022

Net Income

Up

$12,545

Up $21,059 (+247%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$400K$300K$200K$100K$0Assets 2016: $121,903Liabilities 2016: $0Net Assets 2016: $121,9032016Assets 2017: $112,107Liabilities 2017: $0Net Assets 2017: $112,1072017Assets 2018: $99,385Liabilities 2018: $3,145Net Assets 2018: $96,2402018Assets 2019: $228,784Liabilities 2019: $8,686Net Assets 2019: $220,0982019Assets 2020: $251,770Liabilities 2020: $4,264Net Assets 2020: $247,5062020Assets 2021: $347,391Liabilities 2021: $4,264Net Assets 2021: $343,1272021Assets 2022: $338,877Liabilities 2022: $4,264Net Assets 2022: $334,6132022Assets 2023: $351,422Liabilities 2023: $4,264Net Assets 2023: $347,1582023Assets 2024: $332,495Liabilities 2024: $3,315Net Assets 2024: $329,1802024Assets 2025: $364,459Liabilities 2025: $6,308Net Assets 2025: $358,1512025

Highlighted filing

2023

Assets$351,422
Liabilities$4,264
Net Assets$347,158
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$200K$100K$0-$100KRevenue 2016: $79,101Expenses 2016: $67,533Net Income 2016: $11,5682016Revenue 2017: $72,993Expenses 2017: $82,789Net Income 2017: -$9,7962017Revenue 2018: $73,519Expenses 2018: $89,386Net Income 2018: -$15,8672018Revenue 2019: $199,667Expenses 2019: $75,809Net Income 2019: $123,8582019Revenue 2020: $106,471Expenses 2020: $79,063Net Income 2020: $27,4082020Revenue 2021: $176,576Expenses 2021: $80,955Net Income 2021: $95,6212021Revenue 2022: $63,665Expenses 2022: $72,179Net Income 2022: -$8,5142022Revenue 2023: $128,402Expenses 2023: $115,857Net Income 2023: $12,5452023Revenue 2024: $83,802Expenses 2024: $101,780Net Income 2024: -$17,9782024Revenue 2025: $138,874Expenses 2025: $109,903Net Income 2025: $28,9712025

Highlighted filing

2023

Revenue$128,402
Expenses$115,857
Net Income$12,545
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 13, 2023
Return Version
2022v5.0
Gross Receipts
$128,402
Mission and Program Overview

Mission

Provides labor union services for teachers employed by the waltham school department and help in the effort to provide the best environment possible to enable our members to fulfill the duties incumbent upon them.

Provide labor union services for teachers employed by the waltham school dept

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$334,613$347,158▲ $12,545
Cash and Non-Interest-Bearing Accounts$282,496$295,041▲ $12,545
Savings and Temporary Cash Investments$56,381$56,381→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$338,877$351,422▲ $12,545
Liabilities
Accounts Payable and Accrued Expenses$4,264$4,264→ $0
Total Liabilities$4,264$4,264→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$334,613$347,158▲ $12,545
Total Liabilities and Net Assets / Fund Balance$338,877$351,422▲ $12,545
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nathaniel RonoCo-presidentPT$13,725$13,725
Ryan HoytCo-presidentPT$13,725$13,725
John HackerSecretaryPT$4,650$4,650
Paul PerzTreasurerPT$3,425$3,425
Revenue and Support

Revenue Composition

Contributions and Grants
$128,402
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$12,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$81,664
Other Expenses$28,984
Grants and Similar Amounts Paid$5,209
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$78,876
Occupancy---$7,345
Conferences and Meetings---$3,571
Advertising---$3,319
Grants to Domestic Individuals---$3,000
Office Expenses---$2,862
Payroll Taxes---$2,788
Grants to Domestic Orgs---$2,209
Fees for Services Accounting---$1,850
Travel---$628
Other Expenses---$500
All Other Expenses---$277
Total Functional Expenses$0$0$0$115,857
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has approximately 650 members”

Form 990, Part VI, Section A, Line 7A

“The membership elects officers by ballot. The executive board consists of the officers and five at-large members elected by the representative council. The representative council shall consist of the executive board and the appropriate number of waltham educators association representatives from each school in waltham.”

Form 990, Part VI, Section A, Line 7B

“If a new contract between the organization and the waltham school department, through negotiation is tentatively approved upon, the membership must show its approval/disapproval by ballot.”

Form 990, Part VI, Section B, Line 11B

“The treasurer receives the form 990 and has the opportunity to present it to the executive board before signing and filing the return.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Waltham Educators Association
EIN
23-7274517
Phone
7813145590
Address
201 WINTER STREET SUITE 201, WALTHAM, MA 02451

Signing Officer

Name
Paul Perz
Title
Treasurer
Phone
7813145590
Signed
2023-12-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Perz
Formed
1981
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Leonard Fafel CPA Pc
Address
530 LORING AVENUE SUITE 102, SALEM, MA 01970
Preparer
Steven Fafel
Phone
9787410095
Raw XML Appendix276 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04264
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04264
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE LABOR UNION SERVICES FOR TEACHERS EMPLOYED BY THE WALTHAM SCHOOL DEPT
IRS990/AdvertisingGrp/TotalAmt03319
IRS990/AllOtherExpensesGrp/TotalAmt0277
IRS990/BooksInCareOfDetail/PersonNm0PAUL M PERZ
IRS990/BooksInCareOfDetail/PhoneNum07813145590
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 WINTER STREET SUITE 201
IRS990/BooksInCareOfDetail/USAddress/CityNm0WALTHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002451
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0282496
IRS990/CashNonInterestBearingGrp/EOYAmt0295041
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt03571
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0128402
IRS990/CYGrantsAndSimilarPaidAmt05209
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt028984
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt012545
IRS990/CYSalariesCompEmpBnftPaidAmt081664
IRS990/CYTotalExpensesAmt0115857
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0128402
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE SCHOLARSHIPS TO GRADUATING SENIORS.PROPERTY DESCRIPTION: CASH AMOUNT GIVEN $3,000.00
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt01850
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0NATHANIEL RONO
IRS990/Form990PartVIISectionAGrp/PersonNm1RYAN HOYT
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN HACKER
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL PERZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt013725
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt113725
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt33425
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02209
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0128402
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0128402
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDES LABOR UNION SERVICES FOR TEACHERS EMPLOYED BY THE WALTHAM SCHOOL DEPARTMENT AND HELP IN THE EFFORT TO PROVIDE THE BEST ENVIRONMENT POSSIBLE TO ENABLE OUR MEMBERS TO FULFILL THE DUTIES INCUMBENT UPON THEM.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0334613
IRS990/NetAssetsOrFundBalancesEOYAmt0347158
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt07345
IRS990/OfficeExpensesGrp/TotalAmt02862
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEALS AND ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc1PRINTING & COPYING
IRS990/OtherExpensesGrp/Desc2ADP FEES
IRS990/OtherExpensesGrp/Desc3CONTRACTE SERVICES
IRS990/OtherExpensesGrp/TotalAmt04727
IRS990/OtherExpensesGrp/TotalAmt12011
IRS990/OtherExpensesGrp/TotalAmt21894
IRS990/OtherExpensesGrp/TotalAmt3500
IRS990/OtherSalariesAndWagesGrp/TotalAmt078876
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt02788
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL PERZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt063665
IRS990/PYGrantsAndSimilarPaidAmt03726
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt012205
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-8514
IRS990/PYSalariesCompEmpBnftPaidAmt056248
IRS990/PYTotalExpensesAmt072179
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt063665
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt012545
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0334613
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0347158
IRS990/SavingsAndTempCashInvstGrp/BOYAmt056381
IRS990/SavingsAndTempCashInvstGrp/EOYAmt056381
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS APPROXIMATELY 650 MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERSHIP ELECTS OFFICERS BY BALLOT. THE EXECUTIVE BOARD CONSISTS OF THE OFFICERS AND FIVE AT-LARGE MEMBERS ELECTED BY THE REPRESENTATIVE COUNCIL. THE REPRESENTATIVE COUNCIL SHALL CONSIST OF THE EXECUTIVE BOARD AND THE APPROPRIATE NUMBER OF WALTHAM EDUCATORS ASSOCIATION REPRESENTATIVES FROM EACH SCHOOL IN WALTHAM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IF A NEW CONTRACT BETWEEN THE ORGANIZATION AND THE WALTHAM SCHOOL DEPARTMENT, THROUGH NEGOTIATION IS TENTATIVELY APPROVED UPON, THE MEMBERSHIP MUST SHOW ITS APPROVAL/DISAPPROVAL BY BALLOT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER RECEIVES THE FORM 990 AND HAS THE OPPORTUNITY TO PRESENT IT TO THE EXECUTIVE BOARD BEFORE SIGNING AND FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0338877
IRS990/TotalAssetsEOYAmt0351422
IRS990/TotalAssetsGrp/BOYAmt0338877
IRS990/TotalAssetsGrp/EOYAmt0351422
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0128402
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0115857
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04264
IRS990/TotalLiabilitiesEOYAmt04264
IRS990/TotalLiabilitiesGrp/BOYAmt04264
IRS990/TotalLiabilitiesGrp/EOYAmt04264
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0334613
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0347158
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt035525
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0128402
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0338877
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0351422
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0628
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0201 WINTER STREET SUITE 201
IRS990/USAddress/CityNm0WALTHAM
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002451
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL PERZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07813145590
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTHAM EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PAUL PERZ
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0237274517
ReturnHeader/Filer/PhoneNum07813145590
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 WINTER STREET SUITE 201
ReturnHeader/Filer/USAddress/CityNm0WALTHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002451
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203098749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEONARD FAFEL CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0530 LORING AVENUE SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001970
ReturnHeader/PreparerPersonGrp/PhoneNum09787410095
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN FAFEL
ReturnHeader/ReturnTs02024-01-15T11:57:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PERZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$351,422
Liabilities
$4,264
Net assets
$347,158
Revenue
$128,402
Expenses
$115,857
Net income
$12,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.64$0.06$3.58$1.39$1.10$0.29
2024Detailed filing. Detailed filing data is available for this year.$3.32$0.03$3.29$0.84$1.02$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.04$3.47$1.28$1.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.39$0.04$3.35$0.64$0.72$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.04$3.43$1.77$0.81$0.96
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.04$2.48$1.06$0.79$0.27
2019Detailed filing. Detailed filing data is available for this year.$2.29$0.09$2.20$2.00$0.76$1.24
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.03$0.96$0.74$0.89$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.73$0.83$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.79$0.68$0.12