Civic Intelligence

Upper Merion Area Education Association

990EZ • Fiscal year 2014 • EIN 23-7353832

Jun 01, 2013 to May 31, 2014 • Filed on Dec 15, 2014

Organization ProfileN/A
PO Box 6061219406

(610) 265-0820

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

1st percentile

-134%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

10th percentile

-25%

Faster asset growth than 10% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-68%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$118,880

Down $39,412 (-25%) from 2013

Net Assets

Down

$118,880

Down $39,412 (-25%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$29,439

Down $62,765 (-68%) from 2013

Expenses

Up

$68,851

Up $17,959 (+35%) from 2013

Net Income

Down

-$39,412

Down $80,724 (-195%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$300K$200K$100K$0Assets 2012: $116,980Net Assets 2012: $116,9802012Assets 2013: $158,292Net Assets 2013: $158,2922013Assets 2014: $118,880Net Assets 2014: $118,8802014Assets 2015: $120,875Net Assets 2015: $120,8752015Assets 2016: $118,733Liabilities 2016: $721Net Assets 2016: $118,0122016Assets 2017: $114,369Net Assets 2017: $114,3692017Assets 2018: $129,816Net Assets 2018: $129,8162018Assets 2020: $117,134Net Assets 2020: $117,1342020Assets 2021: $151,376Net Assets 2021: $151,3762021Assets 2022: $92,382Net Assets 2022: $92,3822022Assets 2023: $107,302Net Assets 2023: $107,3022023Assets 2024: $174,482Net Assets 2024: $174,4822024Assets 2025: $202,037Net Assets 2025: $202,0372025

Highlighted filing

2014

Assets$118,880
Liabilities-
Net Assets$118,880
Open 2014 Filing

Operations Trend

Revenue Growth2nd percentile

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

$200K$100K$0-$100KRevenue 2012: $49,946Expenses 2012: $44,455Net Income 2012: $5,4912012Revenue 2013: $92,204Expenses 2013: $50,892Net Income 2013: $41,3122013Revenue 2014: $29,439Expenses 2014: $68,851Net Income 2014: -$39,4122014Revenue 2015: $48,984Expenses 2015: $46,989Net Income 2015: $1,9952015Revenue 2016: $70,960Expenses 2016: $73,823Net Income 2016: -$2,8632016Revenue 2017: $72,827Expenses 2017: $76,470Net Income 2017: -$3,6432017Revenue 2018: $63,643Expenses 2018: $48,196Net Income 2018: $15,4472018Revenue 2020: $54,349Expenses 2020: $67,095Net Income 2020: -$12,7462020Revenue 2021: $78,029Expenses 2021: $43,787Net Income 2021: $34,2422021Revenue 2022: $58Expenses 2022: $59,052Net Income 2022: -$58,9942022Revenue 2023: $98,495Expenses 2023: $83,575Net Income 2023: $14,9202023Revenue 2024: $189,006Expenses 2024: $121,826Net Income 2024: $67,1802024Revenue 2025: $80,671Expenses 2025: $53,116Net Income 2025: $27,5552025

Highlighted filing

2014

Revenue$29,439
Expenses$68,851
Net Income-$39,412
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Dec 15, 2014
Return Version
2013v3.1
Gross Receipts
$29,466
Mission and Program Overview

Mission

To promote members' development

Program Services

DescriptionGrantsExpenses
THE UPPER MERION AREA EDUCATION ASSOCIATION REPRESENTS ITS MEMBERS DEALING WITH THE SCHOOL SYSTEM BOTH FOR FINANCIAL AND PROFESSIONAL DEVELOPMENT.THE ASSOCIATION PROMOTES EDUCATIONAL PROGRAMS AND WORKSHOPS FOR THE MEMBERS. THESE PROGRAMS AND WORKSHOPS PROVIDE FOR THE PROFESSIONAL DEVELOPMENT OF THE MEMBERS.--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN KOZOLPresidentPT$21,453-$21,453
KAREN CEDRONEVice PresidentPT$5,178-$5,178
SCOTT COXFinancl Advisor-$4,192-$4,192
DAWN HALLQUISTTreasurer-$3,699-$3,699
TRACI PAPSTSec'Y Negotiatn-$3,329-$3,329
DONNA BIELAWSKINegotiator-$2,466-$2,466
JEFF SKONIERSecretary-$863-$863
CHARLES DANIELSMembershp Chair-$863-$863
J DARNELLUpdate Chair-$863-$863
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$11,371
Total Nondeductible Lobbying and Political Cost$11,371
Filing and Contact Details

Filer

EIN
23-7353832

Signing Officer

Name
Stephen Kozol
Title
President
Signed
2014-12-15
Discuss with paid preparer
Yes

Preparer

Preparer
Richard M Clairmont CPA
Phone
6102654122
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $2156”

Other Expenses.1

“HOUSE OF DELEGATES $5546”

Other Expenses.2

“Negotiations expense $4195”

Other Expenses.3

“SCHOLARSHIPS PAID $2250”

Other Expenses.4

“TELEPHONE $1654”

Other Expenses.5

“Community relations $1577”

Other Expenses.6

“MEMBER SERVICES $1350”

Other Expenses.7

“FAMILY ASSISTANCE $1107”

Other Expenses.9

“BOOSTER EXPENSE $400”

Other Expenses.10

“REFRESHMENTS $259”

Other Expenses.11

“MISCELLANEOUS $251”

Other Expenses.12

“COMPUTER EXPENSE $209”

Other Expenses.13

“MEMORIAL FUNDS $22”

Other Assets.1

“DUE FROM AFFILIATE - Beginning $0 DUE FROM AFFILIATE - Ending $645”

Raw XML Appendix157 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/USAddress/City0SPRINGFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/State0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode019064
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0158292
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt021453
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13699
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt25178
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3863
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4863
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5863
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt63329
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt74192
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt82466
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN KOZOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN HALLQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN CEDRONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF SKONIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLES DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5J DARNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TRACI PAPST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SCOTT COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DONNA BIELAWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5UPDATE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SEC'Y NEGOTIATN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FINANCL ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8NEGOTIATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0645
IRS990EZ/OtherExpensesTotalAmt020976
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE MEMBERS' DEVELOPMENT
IRS990EZ/PrintingPublicationsPostageAmt01046
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE UPPER MERION AREA EDUCATION ASSOCIATION REPRESENTS ITS MEMBERS DEALING WITH THE SCHOOL SYSTEM BOTH FOR FINANCIAL AND PROFESSIONAL DEVELOPMENT.THE ASSOCIATION PROMOTES EDUCATIONAL PROGRAMS AND WORKSHOPS FOR THE MEMBERS. THESE PROGRAMS AND WORKSHOPS PROVIDE FOR THE PROFESSIONAL DEVELOPMENT OF THE MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt042906
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt027
IRS990EZ/SpecialEventsNetIncomeLossAmt0104
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068851
IRS990EZ/TotalRevenueAmt029439
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AggregateReportedDuesNtcAmt011371
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0286228
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt011371
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt011371
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $2156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOUSE OF DELEGATES $5546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEGOTIATIONS EXPENSE $4195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS PAID $2250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TELEPHONE $1654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY RELATIONS $1577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBER SERVICES $1350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FAMILY ASSISTANCE $1107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOOSTER EXPENSE $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REFRESHMENTS $259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS $251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11COMPUTER EXPENSE $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEMORIAL FUNDS $22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DUE FROM AFFILIATE - Beginning $0 DUE FROM AFFILIATE - Ending $645
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN KOZOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10UPPER MERION AREA EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0237353832
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 60612
ReturnHeader/Filer/USAddress/City0KING OF PRUSSIA
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Clairmont Paciello & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10250 Tanglewood Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0King of Prussia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0194062365
ReturnHeader/PreparerPersonGrp/PhoneNum06102654122
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD M CLAIRMONT CPA
ReturnHeader/ReturnTs02014-12-15T12:33:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,880
Liabilities
-
Net assets
$118,880
Revenue
$29,439
Expenses
$68,851
Net income
-$39,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.02$2.02$0.81$0.53$0.28
2024Detailed filing. Detailed filing data is available for this year.$1.74$1.74$1.89$1.22$0.67
2023Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.98$0.84$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.00$0.59$0.59
2021Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.78$0.44$0.34
2020Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.54$0.67$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.64$0.48$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.73$0.76$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.18$0.71$0.74$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.49$0.47$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.19$1.19$0.29$0.69$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$1.58$0.92$0.51$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$1.17$0.50$0.44$0.05