Civic Intelligence

Colonial Education Association

990EZ • Fiscal year 2023 • EIN 23-7402564

Aug 01, 2022 to Jul 31, 2023 • Filed on Dec 10, 2023

PO Box 806Plymouth Meeting, PA 19462

(215) 669-0230

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$11,242

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

68th percentile

8.6%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-5.4%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$137,569

Up $10,862 (+8.6%) from 2022

Net Assets

Up

$137,569

Up $10,862 (+8.6%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$99,976

Down $5,671 (-5.4%) from 2022

Expenses

Up

$89,114

Up $12,246 (+16%) from 2022

Net Income

Down

$10,862

Down $17,917 (-62%) from 2022

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

2023

Assets$137,569
Liabilities-
Net Assets$137,569

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

2023

Revenue$99,976
Expenses$89,114
Net Income$10,862
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Dec 10, 2023
Return Version
2022v5.0
Gross Receipts
$99,976
Mission and Program Overview

Mission

SEE STATEMENT 1

Program Services

DescriptionGrantsExpenses
COLONIAL EDUCATION ASSOCIATION PROVIDES PROFESSIONAL, ECONOMIC, ORGANIZATIONAL AND SOCIAL MEMBER BENEFITS.-$89,095
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J FOSTERPresidentPT$11,242-$11,242
B MILLERVice-PresidentPT$6,500-$6,500
S BRENNANVice-PresidentPT$6,500-$6,500
J MUSCARELLATreasurerPT$5,250-$5,250
D BROTZMembership CoordPT$3,500-$3,500
C MURRAYHealth Care LiasonPT$3,000-$3,000
S GENKINSecretaryPT$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Colonial Education Association
EIN
23-7402564
In Care Of
% JOSEPH MUSCARELLA
Phone
2156690230
Address
PO BOX 806, PLYMOUTH MEETING, PA 19462

Signing Officer

Name
James M Muscarella
Title
Treasurer
Phone
2156690230
Signed
2023-12-10
Discuss with paid preparer
Yes

Preparer

Firm
Valentine & Company Pc
Address
11 HOLBROOK ROAD, HAVERTOWN, PA 19083
Preparer
Timothy M Valentine
Phone
6104464661
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 8,225

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 448

Form 990-EZ, Part I, Line 16, Other Expenses

Negotiation Expenses 188

Form 990-EZ, Part I, Line 16, Other Expenses

Payroll Processing 1,198

Form 990-EZ, Part I, Line 16, Other Expenses

Public Relations 1,831

Form 990-EZ, Part I, Line 16, Other Expenses

Computer Technology 159

Form 990-EZ, Part I, Line 16, Other Expenses

Payroll taxes 3,470

Form 990-EZ, Part I, Line 16, Other Expenses

Honorairiums 6,870

Form 990-EZ, Part I, Line 16, Other Expenses

Dues paid to Affiliates 27,393

Raw XML Appendix128 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/BusinessName/BusinessNameLine1Txt0J MUSCARELLA
IRS990EZ/BooksInCareOfDetail/PhoneNum02156690230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03237 AYR LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DRESHER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126707
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0137569
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010862
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0840
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0126707
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0137569
IRS990EZ/GrossReceiptsAmt099976
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt099960
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0126707
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0137569
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0126707
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0137569
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt011242
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt16500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt26500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt45250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt53000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt63500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0J FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1B MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2S BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3S GENKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4J MUSCARELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5C MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6D BROTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HEALTH CARE LIASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP COORD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049782
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE STATEMENT 1
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLONIAL EDUCATION ASSOCIATION PROVIDES PROFESSIONAL, ECONOMIC, ORGANIZATIONAL AND SOCIAL MEMBER BENEFITS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089095
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt038492
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089114
IRS990EZ/TotalProgramServiceExpensesAmt089095
IRS990EZ/TotalRevenueAmt099976
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 8,225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Negotiation Expenses 188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Payroll Processing 1,198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Public Relations 1,831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Computer Technology 159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payroll taxes 3,470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Honorairiums 6,870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues paid to Affiliates 27,393
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M MUSCARELLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02156690230
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLONIAL EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0COLO
ReturnHeader/Filer/EIN0237402564
ReturnHeader/Filer/InCareOfNm0% JOSEPH MUSCARELLA
ReturnHeader/Filer/PhoneNum02156690230
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 806
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH MEETING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019462
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232821295
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VALENTINE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 HOLBROOK ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAVERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019083
ReturnHeader/PreparerPersonGrp/PhoneNum06104464661
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY M VALENTINE
ReturnHeader/ReturnTs02023-12-10T07:52:53-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MUSCARELLA
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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
2023Detailed filing. Detailed filing data is available for this year.$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