Liabilities / Assets
63rd percentile
Higher debt load relative to assets than 63% of similar nonprofits.
990EZ • Fiscal year 2016 • EIN 23-7353832
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
63rd percentile
Higher debt load relative to assets than 63% of similar nonprofits.
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
29th percentile
Higher net margin than 29% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 29.7% of source-year revenue.
Asset Growth
35th percentile
Faster asset growth than 35% of similar nonprofits.
Revenue Growth
95th percentile
Faster revenue growth than 95% of similar nonprofits.
Assets
Down$118,733
Down $2,142 (-1.8%) from 2015
Net Assets
Down$118,012
Down $2,863 (-2.4%) from 2015
Liabilities
$721
No earlier filing loaded for comparison.
Revenue
Up$70,960
Up $21,976 (+45%) from 2015
Expenses
Up$73,823
Up $26,834 (+57%) from 2015
Net Income
Down-$2,863
Down $4,858 (-244%) from 2015
To promote members' development
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| STEPHEN KOZOL | President | PT | $21,056 | - | $21,056 |
| KAREN CEDRONE | Vice President | PT | $4,767 | - | $4,767 |
| DAWN HALLQUIST | Treasurer | - | $4,502 | - | $4,502 |
| SCOTT COX | Negotiations | PT | $2,251 | - | $2,251 |
| TRACI PAPST | Sec'Y Negotiati | - | $1,854 | - | $1,854 |
| JEFF SKONIER | Secretary | - | $1,589 | - | $1,589 |
| GINA FOLDA | Recording Sec | - | $1,589 | - | $1,589 |
| CHARLES DANIELS | Membershp Chair | - | $1,424 | - | $1,424 |
| DONNA BIELAWSKI | Negotiations | PT | $1,324 | - | $1,324 |
| JASON DARNELL | Update Chair | - | $927 | - | $927 |
| J MARRONE | At Large | - | $530 | - | $530 |
| S ATLEE | At Large | - | $530 | - | $530 |
| G IAUCELLA | At Large | - | $397 | - | $397 |
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $10,909 |
| Total Nondeductible Lobbying and Political Cost | $10,909 |
“Conferences, Conventions, and Meetings $4602”
“HOUSE OF DELEGATES $6293”
“MEMBER SERVICES $3930”
“Negotiations expense $2388”
“TELEPHONE $1664”
“SCHOLARSHIP AWARDS $1500”
“REFRESHMENTS $859”
“MISCELLANEOUS $257”
“FAMILY ASSISTANCE $182”
“COMPUTER EXPENSE $156”
“BOOSTER EXPENSE $155”
“COMMUNITY RELATIONS $150”
“Dues & subscriptions $100”
“MEMORIAL FUNDS $25”
“DUE TO AFFILIATE - Beginning $0 DUE TO AFFILIATE - Ending $721”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DAWN HALLQUIST |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6102650820 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 36 WORRELL DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SPRINGFIELD |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 19064 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 120875 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 118733 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -2863 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 7074 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 120875 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 118733 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 711 |
| IRS990EZ/GrossReceiptsAmt | 0 | 70960 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 145 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 70104 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 120875 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 118012 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 120875 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 118012 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 21056 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 4502 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 4767 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 1589 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 1424 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 927 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 1854 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 1324 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 1589 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 530 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 2251 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 397 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 530 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | STEPHEN KOZOL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAWN HALLQUIST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KAREN CEDRONE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JEFF SKONIER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CHARLES DANIELS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JASON DARNELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | TRACI PAPST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | DONNA BIELAWSKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | GINA FOLDA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | J MARRONE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | SCOTT COX |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | G IAUCELLA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | S ATLEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | MEMBERSHP CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | UPDATE CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | SEC'Y NEGOTIATI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | NEGOTIATIONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | RECORDING SEC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | NEGOTIATIONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | AT LARGE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 22261 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROMOTE MEMBERS' DEVELOPMENT |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1748 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 42740 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 711 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 721 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 73823 |
| IRS990EZ/TotalRevenueAmt | 0 | 70960 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 10909 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 312037 |
| IRS990ScheduleC/Form1120POLFiledInd | 0 | false |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 10909 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 10909 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Conferences, Conventions, and Meetings $4602 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | HOUSE OF DELEGATES $6293 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MEMBER SERVICES $3930 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | NEGOTIATIONS EXPENSE $2388 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | TELEPHONE $1664 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | SCHOLARSHIP AWARDS $1500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | REFRESHMENTS $859 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | MISCELLANEOUS $257 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | FAMILY ASSISTANCE $182 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | COMPUTER EXPENSE $156 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | BOOSTER EXPENSE $155 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | COMMUNITY RELATIONS $150 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | DUES & SUBSCRIPTIONS $100 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | MEMORIAL FUNDS $25 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | DUE TO AFFILIATE - Beginning $0 DUE TO AFFILIATE - Ending $721 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.12 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.13 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Expenses.15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Total Liabilities.1 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEPHEN KOZOL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-11-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | UPPER MERION AREA EDUCATION ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | UPPE |
| ReturnHeader/Filer/EIN | 0 | 237353832 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 60612 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | KING OF PRUSSIA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 19406 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Clairmont Paciello & Co PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 250 Tanglewood Lane |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | King of Prussia |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 194062365 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6102654122 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RICHARD M CLAIRMONT CPA |
| ReturnHeader/ReturnTs | 0 | 2016-11-10T11:53:46-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-05-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.