Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2018 • EIN 23-7353832
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
86th percentile
Higher net margin than 86% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 24.7% of source-year revenue.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
16th percentile
Faster revenue growth than 16% of similar nonprofits.
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
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 | $15,750 | - | $15,750 |
| DAWN HALLQUIST | Treasurer | - | $4,319 | - | $4,319 |
| KAREN CEDRONE | Vice President | PT | $3,303 | - | $3,303 |
| JEFF SKONIER | Secretary | - | $1,524 | - | $1,524 |
| GINA FOLDA | Recording Sec | - | $1,524 | - | $1,524 |
| COURTNEY O'CONNOR | Membership CHR | - | $1,524 | - | $1,524 |
| JASON DARNELL | Update Chair | - | $889 | - | $889 |
| TRACI PAPST | At Large | - | $508 | - | $508 |
| J MARRONE | At Large | - | $508 | - | $508 |
| J LAUCELLA | At Large | - | $508 | - | $508 |
| S ATLEE | At Large | - | $508 | - | $508 |
| DONNA BIELAWSKI | Negotiations | PT | $0 | - | - |
| SCOTT COX | Negotiations | PT | $0 | - | - |
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $11,398 |
| Total Nondeductible Lobbying and Political Cost | $11,398 |
“Conferences, Conventions, and Meetings $2483”
“MEMBER SERVICES $3575”
“HOUSE OF DELEGATES $2159”
“TELEPHONE $1813”
“Negotiations expense $1798”
“RETIREMENT GIFTS $639”
“REFRESHMENTS $537”
“SCHOLARSHIP AWARDS $500”
“MISCELLANEOUS $476”
“COMMUNITY RELATIONS $425”
“COMPUTER EXPENSE $156”
“MEMORIAL FUNDS $100”
“BOOSTER EXPENSE $50”
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 | 114369 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 129816 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 15447 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2620 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 114369 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 129816 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 767 |
| IRS990EZ/GrossReceiptsAmt | 0 | 63643 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 803 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 62073 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 114369 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 129816 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 114369 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 129816 |
| 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 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 15750 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 4319 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 3303 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 1524 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 889 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 508 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 1524 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 508 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 508 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 508 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 1524 |
| 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 | JASON DARNELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | TRACI PAPST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | DONNA BIELAWSKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | GINA FOLDA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | J MARRONE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | SCOTT COX |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | J LAUCELLA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | S ATLEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | COURTNEY O'CONNOR |
| 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 | UPDATE CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | NEGOTIATIONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | RECORDING SEC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | NEGOTIATIONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | MEMBERSHIP CHR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 14711 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROMOTE MEMBERS' DEVELOPMENT |
| 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 | 30865 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 767 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 48196 |
| IRS990EZ/TotalRevenueAmt | 0 | 63643 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 11398 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 313488 |
| IRS990ScheduleC/Form1120POLFiledInd | 0 | false |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 11398 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 11398 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Conferences, Conventions, and Meetings $2483 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | MEMBER SERVICES $3575 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | HOUSE OF DELEGATES $2159 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TELEPHONE $1813 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | NEGOTIATIONS EXPENSE $1798 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | RETIREMENT GIFTS $639 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | REFRESHMENTS $537 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | SCHOLARSHIP AWARDS $500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | MISCELLANEOUS $476 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | COMMUNITY RELATIONS $425 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | COMPUTER EXPENSE $156 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | MEMORIAL FUNDS $100 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | BOOSTER EXPENSE $50 |
| 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.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.12 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEPHEN KOZOL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-12-17 |
| 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/PreparerFirmEIN | 0 | 232324509 |
| 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 | 2018-12-19T10:52:43-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-05-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
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Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.