Civic Intelligence

Upper Merion Area Education Association

990EZ • Fiscal year 2015 • EIN 23-7353832

Jun 01, 2014 to May 31, 2015 • Filed on Dec 14, 2014

Organization ProfileN/A
PO Box 60612King Of Prussia, PA 19406

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

51st percentile

4.1%

Higher net margin than 51% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

78th percentile

$12,822

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 26.2% of source-year revenue.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

47th percentile

1.7%

Faster asset growth than 47% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

66%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$120,875

Up $1,995 (+1.7%) from 2014

Net Assets

Up

$120,875

Up $1,995 (+1.7%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Up

$48,984

Up $19,545 (+66%) from 2014

Expenses

Down

$46,989

Down $21,862 (-32%) from 2014

Net Income

Up

$1,995

Up $41,407 (+105%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2015

Assets$120,875
Liabilities-
Net Assets$120,875
Open 2015 Filing

Operations Trend

Revenue Growth97th 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

2015

Revenue$48,984
Expenses$46,989
Net Income$1,995
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Dec 14, 2014
Return Version
2014v5.0
Gross Receipts
$49,948
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 Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN KOZOLPresidentPT$12,822-$12,822
DAWN HALLQUISTTreasurer-$3,699-$3,699
KAREN CEDRONEVice PresidentPT$2,712-$2,712
JEFF SKONIERSecretary-$863-$863
CHARLES DANIELSMembershp Chair-$863-$863
J DARNELLUpdate Chair-$863-$863
TRACI PAPSTSec'Y Negotiatn-$863-$863
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$12,992
Total Nondeductible Lobbying and Political Cost$12,992
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
2014-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Clairmont Paciello & Co PC
Address
250 Tanglewood Lane, King of Prussia, PA 19406-2365
Preparer
Richard M Clairmont CPA
Phone
6102654122
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $1554”

Other Expenses.1

“HOUSE OF DELEGATES $4728”

Other Expenses.2

“MEMBER SERVICES $3721”

Other Expenses.3

“Negotiations expense $2436”

Other Expenses.4

“TELEPHONE $2062”

Other Expenses.5

“COMPUTER EXPENSE $1292”

Other Expenses.7

“RETIREMENT GIFTS $855”

Other Expenses.8

“COMMUNITY RELATIONS $526”

Other Expenses.9

“BOOSTER EXPENSE $427”

Other Expenses.10

“FAMILY ASSISTANCE $399”

Other Expenses.11

“REFRESHMENTS $385”

Other Expenses.12

“MEMORIAL FUNDS $353”

Other Expenses.13

“MISCELLANEOUS $143”

Other Assets.1

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

Raw XML Appendix149 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/PersonNm0STEPHEN KOZOL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF SKONIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLES DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5J DARNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TRACI PAPST
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/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0645
IRS990EZ/OtherExpensesTotalAmt018881
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE MEMBERS' DEVELOPMENT
IRS990EZ/PrintingPublicationsPostageAmt0883
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
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleC/OnlyInHouseLobbyingInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $1554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOUSE OF DELEGATES $4728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBER SERVICES $3721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NEGOTIATIONS EXPENSE $2436
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPUTER EXPENSE $1292
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RETIREMENT GIFTS $855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMMUNITY RELATIONS $526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOOSTER EXPENSE $427
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10REFRESHMENTS $385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMORIAL FUNDS $353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISCELLANEOUS $143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DUE FROM AFFILIATE - Beginning $645 DUE FROM AFFILIATE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
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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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN KOZOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER MERION AREA EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0237353832
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 60612
ReturnHeader/Filer/USAddress/CityNm0KING OF PRUSSIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Clairmont Paciello & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 Tanglewood Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0King of Prussia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0194062365
ReturnHeader/PreparerPersonGrp/PhoneNum06102654122
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD M CLAIRMONT CPA
ReturnHeader/ReturnTs02015-12-22T08:53:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,875
Liabilities
-
Net assets
$120,875
Revenue
$48,984
Expenses
$46,989
Net income
$1,995
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