Civic Intelligence

Upper Merion Area Education Association

990EZ • Fiscal year 2016 • EIN 23-7353832

Jun 01, 2015 to May 31, 2016 • Filed on Nov 09, 2016

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

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

29th percentile

-4.0%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

84th percentile

$21,056

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

35th percentile

-1.8%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

45%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

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

Historical Trend

Balance Sheet Trend

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

2016

Assets$118,733
Liabilities$721
Net Assets$118,012

Operations Trend

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

2016

Revenue$70,960
Expenses$73,823
Net Income-$2,863
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Nov 9, 2016
Return Version
2015v2.0
Gross Receipts
$70,960
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN KOZOLPresidentPT$21,056-$21,056
KAREN CEDRONEVice PresidentPT$4,767-$4,767
DAWN HALLQUISTTreasurer-$4,502-$4,502
SCOTT COXNegotiationsPT$2,251-$2,251
TRACI PAPSTSec'Y Negotiati-$1,854-$1,854
JEFF SKONIERSecretary-$1,589-$1,589
GINA FOLDARecording Sec-$1,589-$1,589
CHARLES DANIELSMembershp Chair-$1,424-$1,424
DONNA BIELAWSKINegotiationsPT$1,324-$1,324
JASON DARNELLUpdate Chair-$927-$927
J MARRONEAt Large-$530-$530
S ATLEEAt Large-$530-$530
G IAUCELLAAt Large-$397-$397
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$10,909
Total Nondeductible Lobbying and Political Cost$10,909
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
2016-11-09
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 $4602

Other Expenses.1

HOUSE OF DELEGATES $6293

Other Expenses.2

MEMBER SERVICES $3930

Other Expenses.3

Negotiations expense $2388

Other Expenses.4

TELEPHONE $1664

Other Expenses.6

SCHOLARSHIP AWARDS $1500

Other Expenses.7

REFRESHMENTS $859

Other Expenses.8

MISCELLANEOUS $257

Other Expenses.10

FAMILY ASSISTANCE $182

Other Expenses.11

COMPUTER EXPENSE $156

Other Expenses.12

BOOSTER EXPENSE $155

Other Expenses.13

COMMUNITY RELATIONS $150

Other Expenses.14

Dues & subscriptions $100

Other Expenses.15

MEMORIAL FUNDS $25

Total Liabilities.1

DUE TO AFFILIATE - Beginning $0 DUE TO AFFILIATE - Ending $721

Raw XML Appendix175 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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/ReturnTs02016-11-10T11:53:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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