Civic Intelligence

Upper Merion Area Education Association

EIN 23-7353832 • 501(c)5 • King Of Prussia, PA

Profile

To promote members' development

PO Box 60612King Of Prussia, PA 19406

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

89th percentile

34%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

86th percentile

$17,239

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

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

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$202,037

Up $27,555 (+16%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$202,037

Up $27,555 (+16%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Down

$80,671

Down $108,335 (-57%) from 2024

Expenses

Down

$53,116

Down $68,710 (-56%) from 2024

Net Income

Down

$27,555

Down $39,625 (-59%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$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

2025

Assets$202,037
Liabilities-
Net Assets$202,037
Open 2025 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$80,671
Expenses$53,116
Net Income$27,555
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$202,037
Liabilities
-
Net assets
$202,037
Revenue
$80,671
Expenses
$53,116
Net income
$27,555
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jun 23, 2025
Return Version
2024v5.1
Gross Receipts
$80,671
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 Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN KOZOLPresidentPT$17,239-$17,239
DAWN HALLQUISTTreasurerPT$4,727-$4,727
TRACI PAPSTVice PresidentPT$3,615-$3,615
JEFF SKONIERSecretaryPT$1,668-$1,668
GINA FOLDARecording SecPT$1,668-$1,668
COURTNEY O'CONNORMembership CHR-$1,668-$1,668
JEANETTE MITCHELLAt Large-$556-$556
REBECCA NGUYENAt-Large-$556-$556
CORI WILLIAMSAt Large-$556-$556
STEPHANIE DELL'ELMOAt Large-$556-$556
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Upper Merion Area Education Association
EIN
23-7353832
Address
PO BOX 60612, KING OF PRUSSIA, PA 19406

Signing Officer

Name
Stephen Kozol
Title
President
Signed
2025-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Clairmont Paciello & Co PC
Address
250 Tanglewood Lane, King of Prussia, PA 19406
Preparer
Richard M Clairmont CPA
Phone
6102654122
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1329”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1855”

Other Expenses.1

“MEMBER SERVICES $3885”

Other Expenses.2

“TELEPHONE $2845”

Other Expenses.3

“FAMILY ASSISTANCE $1664”

Other Expenses.4

“HOUSE OF DELEGATES $1420”

Other Expenses.5

“COMPUTER EXPENSE $1248”

Other Expenses.6

“Community relations $1168”

Other Expenses.7

“NEGOGIATION FEES $761”

Other Expenses.8

“Psea/nea dues and fees $664”

Other Expenses.9

“SCHOLARSHIP AWARDS $500”

Other Expenses.10

“RETIREMENT GIFTS $448”

Other Expenses.12

“Booster contributions $100”

Other Expenses.13

“MEMORIAL PROJECT $50”

Raw XML Appendix158 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBERSHIP CHR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt017937
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IRS990ScheduleC/DuesAssessmentsAmt0360917
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IRS990ScheduleC/OnlyInHouseLobbyingInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1329
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN KOZOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER MERION AREA EDUCATION ASSOCIATION
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ReturnHeader/Filer/EIN0237353832
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232324509
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 Tanglewood Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0King of Prussia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum06102654122
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD M CLAIRMONT CPA
ReturnHeader/ReturnTs02025-06-24T08:36:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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