Civic Intelligence

Upper Merion Area Education Association

990EZ • Fiscal year 2017 • EIN 23-7353832

Jun 01, 2016 to May 31, 2017 • Filed on Sep 08, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

24th percentile

-5.0%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$24,364

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-3.7%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

2.6%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$114,369

Down $4,364 (-3.7%) from 2016

Net Assets

Down

$114,369

Down $3,643 (-3.1%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Up

$72,827

Up $1,867 (+2.6%) from 2016

Expenses

Up

$76,470

Up $2,647 (+3.6%) from 2016

Net Income

Down

-$3,643

Down $780 (-27%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2017

Assets$114,369
Liabilities-
Net Assets$114,369
Open 2017 Filing

Operations Trend

Revenue Growth56th 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

2017

Revenue$72,827
Expenses$76,470
Net Income-$3,643
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Sep 8, 2017
Return Version
2016v3.0
Gross Receipts
$72,827
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$24,364-$24,364
KAREN CEDRONEVice PresidentPT$6,221-$6,221
DAWN HALLQUISTTreasurer-$4,266-$4,266
SCOTT COXNegotiationsPT$4,265-$4,265
TRACI PAPSTSec'Y Negotiati-$3,010-$3,010
DONNA BIELAWSKINegotiationsPT$2,509-$2,509
JEFF SKONIERSecretary-$1,505-$1,505
GINA FOLDARecording Sec-$1,505-$1,505
COURTNEY O'CONNORAt Large-$1,505-$1,505
JASON DARNELLUpdate Chair-$878-$878
J MARRONEAt Large-$502-$502
S ATLEEAt Large-$502-$502
G IAUCELLAAt Large-$376-$376
CHARLES DANIELSMembershp Chair-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$12,249
Total Nondeductible Lobbying and Political Cost$12,249
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
2017-09-08
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 $5866”

Other Expenses.1

“HOUSE OF DELEGATES $5099”

Other Expenses.2

“Negotiations expense $4338”

Other Expenses.3

“MEMBER SERVICES $2881”

Other Expenses.4

“TELEPHONE $1405”

Other Expenses.5

“REFRESHMENTS $926”

Other Expenses.6

“MISCELLANEOUS $595”

Other Expenses.7

“SCHOLARSHIP AWARDS $500”

Other Expenses.8

“COMMUNITY RELATIONS $200”

Other Expenses.9

“BOOSTER EXPENSE $75”

Other Expenses.10

“MEMORIAL FUNDS $50”

Other Expenses.11

“COMPUTER EXPENSE $42”

Total Liabilities.1

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

Raw XML Appendix174 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $5866
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN KOZOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER MERION AREA EDUCATION ASSOCIATION
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ReturnHeader/Filer/EIN0237353832
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 60612
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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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/ReturnTs02017-09-12T06:39:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,369
Liabilities
-
Net assets
$114,369
Revenue
$72,827
Expenses
$76,470
Net income
-$3,643
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