Civic Intelligence

Upper Merion Area Education Association

990EZ • Fiscal year 2018 • EIN 23-7353832

Jun 01, 2017 to May 31, 2018 • Filed on Dec 17, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

86th percentile

24%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$15,750

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 24.7% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-13%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$129,816

Up $15,447 (+14%) from 2017

Net Assets

Up

$129,816

Up $15,447 (+14%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$63,643

Down $9,184 (-13%) from 2017

Expenses

Down

$48,196

Down $28,274 (-37%) from 2017

Net Income

Up

$15,447

Up $19,090 (+524%) from 2017

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

2018

Assets$129,816
Liabilities-
Net Assets$129,816

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

2018

Revenue$63,643
Expenses$48,196
Net Income$15,447
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Dec 17, 2019
Return Version
2017v2.2
Gross Receipts
$63,643
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$15,750-$15,750
DAWN HALLQUISTTreasurer-$4,319-$4,319
KAREN CEDRONEVice PresidentPT$3,303-$3,303
JEFF SKONIERSecretary-$1,524-$1,524
GINA FOLDARecording Sec-$1,524-$1,524
COURTNEY O'CONNORMembership CHR-$1,524-$1,524
JASON DARNELLUpdate Chair-$889-$889
TRACI PAPSTAt Large-$508-$508
J MARRONEAt Large-$508-$508
J LAUCELLAAt Large-$508-$508
S ATLEEAt Large-$508-$508
DONNA BIELAWSKINegotiationsPT$0--
SCOTT COXNegotiationsPT$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$11,398
Total Nondeductible Lobbying and Political Cost$11,398
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
2019-12-17
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 $2483

Other Expenses.1

MEMBER SERVICES $3575

Other Expenses.2

HOUSE OF DELEGATES $2159

Other Expenses.3

TELEPHONE $1813

Other Expenses.4

Negotiations expense $1798

Other Expenses.5

RETIREMENT GIFTS $639

Other Expenses.6

REFRESHMENTS $537

Other Expenses.7

SCHOLARSHIP AWARDS $500

Other Expenses.8

MISCELLANEOUS $476

Other Expenses.9

COMMUNITY RELATIONS $425

Other Expenses.10

COMPUTER EXPENSE $156

Other Expenses.11

MEMORIAL FUNDS $100

Other Expenses.12

BOOSTER EXPENSE $50

Raw XML Appendix169 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAWN HALLQUIST
IRS990EZ/BooksInCareOfDetail/PhoneNum06102650820
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt036 WORRELL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019064
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0114369
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129816
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015447
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02620
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0114369
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0129816
IRS990EZ/FundraisingGrossIncomeAmt0767
IRS990EZ/GrossReceiptsAmt063643
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0803
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt062073
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0114369
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0129816
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0114369
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0129816
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt66.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt96.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt122.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt015750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14319
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23303
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31524
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4889
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5508
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt71524
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt8508
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10508
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11508
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt121524
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN KOZOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN HALLQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN CEDRONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF SKONIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JASON DARNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRACI PAPST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DONNA BIELAWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GINA FOLDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8J MARRONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SCOTT COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10J LAUCELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11S ATLEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12COURTNEY O'CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4UPDATE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6NEGOTIATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RECORDING SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9NEGOTIATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12MEMBERSHIP CHR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014711
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE MEMBERS' DEVELOPMENT
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
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt030865
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0767
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048196
IRS990EZ/TotalRevenueAmt063643
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AggregateReportedDuesNtcAmt011398
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0313488
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt011398
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt011398
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $2483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBER SERVICES $3575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOUSE OF DELEGATES $2159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE $1813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NEGOTIATIONS EXPENSE $1798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RETIREMENT GIFTS $639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REFRESHMENTS $537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOLARSHIP AWARDS $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS $476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COMMUNITY RELATIONS $425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10COMPUTER EXPENSE $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMORIAL FUNDS $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BOOSTER EXPENSE $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN KOZOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-17
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/PreparerFirmEIN0232324509
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/ReturnTs02018-12-19T10:52:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings