Civic Intelligence

Colonial Education Association

990 • Fiscal year 2015 • EIN 23-7402564

Aug 01, 2014 to Jul 31, 2015 • Filed on Dec 09, 2015

PO Box 806Plymouth Meeting, PA 19426

(610) 356-0537

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.01x

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

45th percentile

2.3%

Higher net margin than 45% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

70th percentile

$7,000

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

89th percentile

35%

Faster asset growth than 89% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

1.3%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$31,579

Up $8,162 (+35%) from 2014

Net Assets

Up

$31,293

Up $8,006 (+34%) from 2014

Liabilities

Up

$286

Up $156 (+120%) from 2014

Revenue

Up

$349,268

Up $4,531 (+1.3%) from 2014

Expenses

Down

$341,262

Down $7,791 (-2.2%) from 2014

Net Income

Up

$8,006

Up $12,322 (+285%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $26,186Liabilities 2012: $130Net Assets 2012: $26,0562012Assets 2013: $27,733Liabilities 2013: $130Net Assets 2013: $27,6032013Assets 2014: $23,417Liabilities 2014: $130Net Assets 2014: $23,2872014Assets 2015: $31,579Liabilities 2015: $286Net Assets 2015: $31,2932015Assets 2016: $43,108Liabilities 2016: $0Net Assets 2016: $43,1082016Assets 2017: $46,055Liabilities 2017: $0Net Assets 2017: $46,0552017Assets 2018: $54,373Liabilities 2018: $0Net Assets 2018: $54,3732018Assets 2019: $71,391Net Assets 2019: $71,3912019Assets 2021: $101,047Net Assets 2021: $101,0472021Assets 2022: $126,707Net Assets 2022: $126,7072022Assets 2023: $137,569Net Assets 2023: $137,5692023Assets 2024: $141,345Net Assets 2024: $141,3452024Assets 2025: $133,567Net Assets 2025: $133,5672025

Highlighted filing

2015

Assets$31,579
Liabilities$286
Net Assets$31,293

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2012: $326,5712012Expenses 2013: $332,2432013Revenue 2014: $344,737Expenses 2014: $349,053Net Income 2014: -$4,3162014Revenue 2015: $349,268Expenses 2015: $341,262Net Income 2015: $8,0062015Revenue 2016: $354,854Expenses 2016: $343,039Net Income 2016: $11,8152016Revenue 2017: $370,579Expenses 2017: $367,632Net Income 2017: $2,9472017Revenue 2018: $376,028Expenses 2018: $367,710Net Income 2018: $8,3182018Revenue 2019: $117,399Expenses 2019: $100,381Net Income 2019: $17,0182019Revenue 2021: $92,791Expenses 2021: $82,096Net Income 2021: $10,6952021Revenue 2022: $105,647Expenses 2022: $76,868Net Income 2022: $28,7792022Revenue 2023: $99,976Expenses 2023: $89,114Net Income 2023: $10,8622023Revenue 2024: $100,967Expenses 2024: $97,191Net Income 2024: $3,7762024Revenue 2025: $101,380Expenses 2025: $109,158Net Income 2025: -$7,7782025

Highlighted filing

2015

Revenue$349,268
Expenses$341,262
Net Income$8,006
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Dec 9, 2015
Return Version
2014v5.0
Gross Receipts
$349,268
Mission and Program Overview

Mission

SEE STATEMENT 1

Colonial education association is a professional membership organization which advances its members goals through collective bargaining coordination, improvement programs, and social activities, for members that work within the colonial school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$21,893$21,900▲ $7
Cash and Non-Interest-Bearing Accounts$1,050$9,278▲ $8,228
Land, Buildings, and Equipment, Net$474$401▼ $73
Total Assets$23,417$31,579▲ $8,162
Liabilities
Accounts Payable and Accrued Expenses$130$286▲ $156
Total Liabilities$130$286▲ $156
Net Assets / Fund Balance
Unrestricted Net Assets$23,287$31,293▲ $8,006
Total Net Assets Fund Balance$23,287$31,293▲ $8,006
Total Liabilities and Net Assets / Fund Balance$23,417$31,579▲ $8,162

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$401$5,003$5,404
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
R SlaglePresidentPT$7,000$7,000
F WhiteheadTreasurerPT$5,750$5,750
B MillerVice-presidentPT$5,000$5,000
J FosterVice-presidentPT$5,000$5,000
S GenkinSecretaryPT$5,000$5,000
Revenue and Support

Revenue Composition

Contributions and Grants
$349,261
Program Service Revenue
$0
Investment Income
$7
Other Revenue
$0
Change in Net Assets
$8,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$307,179
Salaries, Compensation, and Employee Benefits$34,083
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$280,034--$280,034
Current Officers, Directors, Trustees, and Key Employees$22,000$5,750-$27,750
All Other Expenses$8,765--$8,765
Conferences and Meetings$7,660--$7,660
Payroll Taxes$3,258$575-$3,833
Other Salaries and Wages$2,500--$2,500
Office Expenses-$1,180-$1,180
Fees for Services Accounting-$1,040-$1,040
Other Expenses$260--$260
Travel$167--$167
Depreciation Depletion$74--$74
Total Functional Expenses$332,717$8,545$0$341,262
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section C, Line 19

Colonial education association makes its irs 990 and organizing documents and financial statements available upon request to its address listed on page one. Cea executed a conflict of interest policy and maintains the policy on an annual basis.

Form 990, Part VI, Section B, Line 11A

Cea provides each officer with a draft copy of its irs 990 before filing with the irs annually.

Filing and Contact Details

Filer

Filer Name
Colonial Education Association
EIN
23-7402564
Phone
6103560537
Address
PO BOX 806, PLYMOUTH MEETING, PA 19426

Signing Officer

Name
Francis P Whitehead Treasurer
Title
12092015
Signed
2015-12-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Slagle
Formed
1979
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
0
Employees
6
Volunteers
12

Preparer

Firm
Valentine and Company Pc
Address
11 HOLBROOK ROAD, HAVERTOWN, PA 19083
Preparer
Timothy Valentine
Phone
6108532871
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ReturnHeader/Filer/PhoneNum06103560537
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 806
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH MEETING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019426
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VALENTINE AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 HOLBROOK ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAVERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019083
ReturnHeader/PreparerPersonGrp/PhoneNum06108532871
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY VALENTINE
ReturnHeader/ReturnTs02015-12-13T02:40:01-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$1.34$1.01$1.09$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$1.41$1.01$0.97$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$1.38$1.00$0.89$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$1.27$1.06$0.77$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$1.01$0.93$0.82$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.71$1.17$1.00$0.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$3.76$3.68$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$3.71$3.68$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$3.55$3.43$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.31$3.49$3.41$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$3.45$3.49$0.04
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$3.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$3.27
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)5 • <$500k nonprofits