Civic Intelligence

Southeastern Ohio Education Association

990 • Fiscal year 2022 • EIN 31-4393713

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 09, 2023

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

23rd percentile

0.00x

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

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

23rd percentile

0.00x

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

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Net Margin

85th percentile

24%

Higher net margin than 85% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

48th percentile

$11,475

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Asset Growth

57th percentile

5.2%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

31st percentile

-0.3%

Faster revenue growth than 31% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$631,119

Up $31,030 (+5.2%) from 2021

Net Assets

Up

$631,119

Up $31,030 (+5.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$131,473

Down $375 (-0.3%) from 2021

Expenses

Up

$100,443

Up $41,487 (+70%) from 2021

Net Income

Down

$31,030

Down $41,862 (-57%) from 2021

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

2022

Assets$631,119
Liabilities$0
Net Assets$631,119

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

2022

Revenue$131,473
Expenses$100,443
Net Income$31,030
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 9, 2023
Return Version
2021v4.2
Gross Receipts
$131,473
Mission and Program Overview

Mission

See Schedule O part III

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$600,089$631,119▲ $31,030
Total Assets$600,089$631,119▲ $31,030
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$600,089$631,119▲ $31,030
Total Net Assets Fund Balance$600,089$631,119▲ $31,030
Total Liabilities and Net Assets / Fund Balance$600,089$631,119▲ $31,030
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Greg PotterExecutive DirectorPT$11,475$11,475
Arthur LardTreasurerPT$3,000$3,000
Norval CrandallPresidentPT$1,000$1,000
Brenda LemonVice PresidentPT$875$875
Revenue and Support

Revenue Composition

Contributions and Grants
$128,048
Program Service Revenue
$0
Investment Income
$2,852
Other Revenue
$573
Change in Net Assets
$31,030

Audited Revenue Reconciliation

Revenue per Audited Statements
$131,473
Total Revenue per Audited Statements
$131,473
Total Revenue per Form 990
$131,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$71,547
Salaries, Compensation, and Employee Benefits$25,621
Grants and Similar Amounts Paid$3,275
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$31,244--$31,244
Current Officers, Directors, Trustees, and Key Employees-$16,350-$16,350
Other Expenses$12,454--$12,454
Travel$10,404--$10,404
Payroll Taxes-$8,571-$8,571
Office Expenses$648$6,631-$7,279
Advertising$3,155$550-$3,705
Grants to Domestic Individuals$3,275--$3,275
Other Salaries and Wages-$700-$700
Total Functional Expenses$67,641$32,802$0$100,443

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$100,443
Total Expenses per Audited Statements$100,443
Total Expenses per Form 990$100,443
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
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
2023-01-09
Discuss with paid preparer
No

Organization Details

Formed
2003
Legal Domicile
Oh
Voting Board Members
68
Independent Board Members
68
Employees
6

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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270422301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Millhuff Stang CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08841 Ohio River Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wheelersburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045694
ReturnHeader/PreparerPersonGrp/PhoneNum07408768548
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Natalie Millhuff-Stang
ReturnHeader/ReturnTs02023-01-13T12:45:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Arthur
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lard
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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
2022Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$1.31$1.00$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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