Civic Intelligence

Southeastern Ohio Education Association

990 • Fiscal year 2021 • EIN 31-4393713

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 06, 2022

169 East State StreetAthens, OH 45701-1764

(740) 456-7597

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Net Margin

97th percentile

55%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$10,800

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Asset Growth

55th percentile

14%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-1.8%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$600,089

Up $72,892 (+14%) from 2020

Net Assets

Up

$600,089

Up $72,892 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$131,848

Down $2,361 (-1.8%) from 2020

Expenses

Down

$58,956

Down $5,595 (-8.7%) from 2020

Net Income

Up

$72,892

Up $3,234 (+4.6%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $146,750Net Assets 2011: $146,7502011Assets 2012: $163,905Net Assets 2012: $163,9052012Assets 2013: $208,556Net Assets 2013: $208,5562013Assets 2014: $250,912Liabilities 2014: $0Net Assets 2014: $250,9122014Assets 2015: $308,371Liabilities 2015: $0Net Assets 2015: $308,3712015Assets 2016: $346,143Liabilities 2016: $0Net Assets 2016: $346,1432016Assets 2017: $387,359Liabilities 2017: $0Net Assets 2017: $387,3592017Assets 2018: $412,849Liabilities 2018: $0Net Assets 2018: $412,8492018Assets 2019: $451,038Liabilities 2019: $0Net Assets 2019: $451,0382019Assets 2020: $527,197Liabilities 2020: $0Net Assets 2020: $527,1972020Assets 2021: $600,089Liabilities 2021: $0Net Assets 2021: $600,0892021Assets 2022: $631,119Liabilities 2022: $0Net Assets 2022: $631,1192022Assets 2023: $651,271Liabilities 2023: $0Net Assets 2023: $651,2712023Assets 2024: $667,508Liabilities 2024: $0Net Assets 2024: $667,5082024

Highlighted filing

2021

Assets$600,089
Liabilities$0
Net Assets$600,089

Operations Trend

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

$200K$150K$100K$50K$0Expenses 2010: $87,5502010Revenue 2011: $113,863Expenses 2011: $98,446Net Income 2011: $15,4172011Revenue 2012: $127,219Expenses 2012: $110,064Net Income 2012: $17,1552012Revenue 2013: $125,962Expenses 2013: $81,311Net Income 2013: $44,6512013Revenue 2014: $124,061Expenses 2014: $81,705Net Income 2014: $42,3562014Revenue 2015: $126,255Expenses 2015: $68,796Net Income 2015: $57,4592015Revenue 2016: $123,846Expenses 2016: $86,074Net Income 2016: $37,7722016Revenue 2017: $121,428Expenses 2017: $80,212Net Income 2017: $41,2162017Revenue 2018: $123,407Expenses 2018: $97,917Net Income 2018: $25,4902018Revenue 2019: $133,521Expenses 2019: $95,332Net Income 2019: $38,1892019Revenue 2020: $134,209Expenses 2020: $64,551Net Income 2020: $69,6582020Revenue 2021: $131,848Expenses 2021: $58,956Net Income 2021: $72,8922021Revenue 2022: $131,473Expenses 2022: $100,443Net Income 2022: $31,0302022Revenue 2023: $146,127Expenses 2023: $125,975Net Income 2023: $20,1522023Revenue 2024: $156,982Expenses 2024: $140,745Net Income 2024: $16,2372024

Highlighted filing

2021

Revenue$131,848
Expenses$58,956
Net Income$72,892
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 6, 2022
Return Version
2020v4.1
Gross Receipts
$131,848
Mission and Program Overview

Mission

See Schedule O part III

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$527,197$600,089▲ $72,892
Total Assets$527,197$600,089▲ $72,892
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$527,197$600,089▲ $72,892
Total Net Assets Fund Balance$527,197$600,089▲ $72,892
Total Liabilities and Net Assets / Fund Balance$527,197$600,089▲ $72,892
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Greg PotterExecutive DirectorPT$10,800$10,800
William Van PeltPresidentPT$4,000$4,000
Belinda DixonVice PresidentPT$3,500$3,500
Arthur LardTreasurerPT$3,000$3,000
Revenue and Support

Revenue Composition

Contributions and Grants
$126,898
Program Service Revenue
$0
Investment Income
$4,950
Other Revenue
$0
Change in Net Assets
$72,892

Audited Revenue Reconciliation

Revenue per Audited Statements
$131,848
Total Revenue per Audited Statements
$131,848
Total Revenue per Form 990
$131,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,208
Salaries, Compensation, and Employee Benefits$23,148
Grants and Similar Amounts Paid$2,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$15,400-$15,400
Conferences and Meetings$12,190--$12,190
Advertising$7,441$1,150-$8,591
Payroll Taxes-$7,748-$7,748
Office Expenses$108$4,950-$5,058
Travel$4,130--$4,130
Other Expenses$3,239--$3,239
Grants to Domestic Individuals$2,600--$2,600
Total Functional Expenses$29,708$29,248$0$58,956

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$58,956
Total Expenses per Audited Statements$58,956
Total Expenses per Form 990$58,956
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

SEOEA has members

Member election for additional members Part VI line 7A

SEOEA members have the power to elect board members

Governing body decisions Part VI line 7B

Governance decisions are subject to approval by the board of directors

Form 990 governing body review Part VI line 11

The 990 is placed on the board meeting agenda and reviewed before filing

CEO executive director top management comp Part VI line 15A

Salary for the executive director is determined by executive committee. The executive committee reviews comparability data within the state as well as other similar organizations.

Other officer or key employee compensation Part VI line 15B

Officers are paid according to the salary amounts set forth in the organizations bylaws.

Form 990 availability to public Part VI line 18

Information available upon request

Governing documents etc available to public Part VI line 19

Available upon request

Filing and Contact Details

Filer

Filer Name
Southeastern Ohio Education Association
EIN
31-4393713
Address
169 East State Street, Athens, OH 45701-1764

Signing Officer

Name
Arthur Lard
Title
Treasurer
Phone
7404567597
Signed
2022-01-06
Discuss with paid preparer
No

Organization Details

Formed
2003
Legal Domicile
Oh
Voting Board Members
73
Independent Board Members
73
Employees
4

Preparer

Firm
Millhuff Stang CPA Inc
Address
8841 Ohio River Road, Wheelersburg, OH 45694
Preparer
Natalie Millhuff-Stang
Phone
7408768548
Supplemental Narrative

Additional Explanations

General explanation attachment

PART III: The purpose of the association is to promote excellence in the education programs of local school districts; to protect and improve the welfare and the concerns of members; establish and maintain a cooperative relationship among the members; promote public awareness of educational needs in the region and aid local associations in becoming more active in the decision-making process of local school districts. PART III LINE 28: Members were allowed to gather and discuss educational programs being used in school districts; express concerns and develop strategies to address those concerns by bringing them to the attention of the public and school district boards.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PART III: The purpose of the association is to promote excellence in the education programs of local school districts; to protect and improve the welfare and the concerns of members; establish and maintain a cooperative relationship among the members; promote public awareness of educational needs in the region and aid local associations in becoming more active in the decision-making process of local school districts. PART III LINE 28: Members were allowed to gather and discuss educational programs being used in school districts; express concerns and develop strategies to address those concerns by bringing them to the attention of the public and school district boards.
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Natalie Millhuff-Stang
ReturnHeader/ReturnTs02022-01-12T10:10:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Arthur
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lard
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.68$0.00$6.68$1.57$1.41$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$0.00$6.51$1.46$1.26$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.31$0.00$6.31$1.31$1.00$0.31
2021Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$1.32$0.59$0.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.00$5.27$1.34$0.65$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.51$0.00$4.51$1.34$0.95$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.00$4.13$1.23$0.98$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$1.21$0.80$0.41
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$1.24$0.86$0.38
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.00$3.08$1.26$0.69$0.57
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$1.24$0.82$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$2.09$1.26$0.81$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$1.64$1.27$1.10$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$1.47$1.14$0.98$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.88