Civic Intelligence

National Association of Educational Office Professionals

EIN 52-0886072 • 501(c)6 • Milford, NE

Profile

Education for the office professional

521 First StreetMilford, NE 68405

naeop.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.25x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

89th percentile

0.32x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

39th percentile

-4.7%

Higher net margin than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$86,900

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 35.9% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

85th percentile

28%

Faster asset growth than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

22%

Faster revenue growth than 78% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$301,492

Up $65,272 (+28%) from 2024

Liabilities

Up

$76,548

Up $76,548 from 2024

Net Assets

Down

$224,944

Down $11,276 (-4.8%) from 2024

Revenue

Up

$241,964

Up $42,924 (+22%) from 2024

Expenses

Up

$253,231

Up $44,720 (+21%) from 2024

Net Income

Down

-$11,267

Down $1,796 (-19%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $441,946Liabilities 2010: $85,300Net Assets 2010: $356,6462010Assets 2011: $411,279Liabilities 2011: $5,146Net Assets 2011: $406,1332011Assets 2012: $401,271Liabilities 2012: $92,713Net Assets 2012: $308,5582012Assets 2013: $390,144Liabilities 2013: $103,537Net Assets 2013: $286,6072013Assets 2014: $330,628Liabilities 2014: $76,295Net Assets 2014: $254,3332014Assets 2015: $337,506Liabilities 2015: $73,531Net Assets 2015: $263,9752015Assets 2016: $345,526Liabilities 2016: $71,109Net Assets 2016: $274,4172016Assets 2017: $343,053Liabilities 2017: $94,232Net Assets 2017: $248,8212017Assets 2018: $330,239Liabilities 2018: $79,233Net Assets 2018: $251,0062018Assets 2019: $319,803Liabilities 2019: $52,988Net Assets 2019: $266,8152019Assets 2020: $306,332Liabilities 2020: $9,980Net Assets 2020: $296,3522020Assets 2021: $278,300Liabilities 2021: $0Net Assets 2021: $278,3002021Assets 2022: $268,529Liabilities 2022: $0Net Assets 2022: $268,5292022Assets 2023: $245,691Liabilities 2023: $0Net Assets 2023: $245,6912023Assets 2024: $236,220Liabilities 2024: $0Net Assets 2024: $236,2202024Assets 2025: $301,492Liabilities 2025: $76,548Net Assets 2025: $224,9442025

Highlighted filing

2025

Assets$301,492
Liabilities$76,548
Net Assets$224,944

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2010: $274,408Expenses 2010: $304,777Net Income 2010: -$30,3692010Expenses 2011: $232,5812011Expenses 2012: $313,6862012Revenue 2013: $280,539Expenses 2013: $302,490Net Income 2013: -$21,9512013Revenue 2014: $265,838Expenses 2014: $298,112Net Income 2014: -$32,2742014Revenue 2015: $264,810Expenses 2015: $255,168Net Income 2015: $9,6422015Revenue 2016: $273,630Expenses 2016: $263,188Net Income 2016: $10,4422016Revenue 2017: $293,451Expenses 2017: $319,047Net Income 2017: -$25,5962017Revenue 2018: $266,038Expenses 2018: $263,853Net Income 2018: $2,1852018Revenue 2019: $231,556Expenses 2019: $215,747Net Income 2019: $15,8092019Revenue 2020: $174,522Expenses 2020: $144,985Net Income 2020: $29,5372020Revenue 2021: $197,438Expenses 2021: $215,490Net Income 2021: -$18,0522021Revenue 2022: $217,142Expenses 2022: $226,913Net Income 2022: -$9,7712022Revenue 2023: $201,795Expenses 2023: $224,633Net Income 2023: -$22,8382023Revenue 2024: $199,040Expenses 2024: $208,511Net Income 2024: -$9,4712024Revenue 2025: $241,964Expenses 2025: $253,231Net Income 2025: -$11,2672025

Highlighted filing

2025

Revenue$241,964
Expenses$253,231
Net Income-$11,267

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.77$2.25$2.42$2.53$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$1.99$2.09$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$2.02$2.25$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$2.17$2.27$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$1.97$2.15$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.10$2.96$1.75$1.45$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.53$2.67$2.32$2.16$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.79$2.51$2.66$2.64$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.94$2.49$2.93$3.19$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.71$2.74$2.74$2.63$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.38$0.74$2.64$2.65$2.55$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.76$2.54$2.66$2.98$0.32
2013Summary only. Only limited summary data is available for this year.$3.90$1.04$2.87$2.81$3.02$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.93$3.09$3.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.11$0.05$4.06$2.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$0.85$3.57$2.74$3.05$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 3, 2025
Return Version
2024v5.2
Gross Receipts
$241,964
Mission and Program Overview

Mission

The mission of the association is to provide professional growth through leadership, education, achievement, recognition, and networking opportunities for educational office professionals.

To provide professional growth through leadership, education, achievement, recognition, and networking opportunities for educational office professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$198,655$199,681▲ $1,026
Cash and Non-Interest-Bearing Accounts$37,565$99,111▲ $61,546
Prepaid Expenses and Deferred Charges$0$2,700▲ $2,700
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$236,220$301,492▲ $65,272
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$76,548▲ $76,548
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$76,548▲ $76,548
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$185,376$174,100▼ $11,276
Net Assets With Donor Restrictions$50,844$50,844→ $0
Total Net Assets Fund Balance$236,220$224,944▼ $11,276
Total Liabilities and Net Assets / Fund Balance$236,220$301,492▲ $65,272
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Advanced Assoc Mgmt LLCExecutive DirectorPT$86,900$86,900

Board Members and Trustees

NameTitle
Tersa HimmelbergerPast President
Dena HenricksPresident
Jackie FloodPresident-Elect
Kelly ScottPresidential Advisor
Lisa MorehousePresidential Advisor
Mary GuestPresidential Advisor
Marie FreemanVice President
Angie TroutmanDirector
Bonnie MillerDirector
Bridget BookertDirector
Cathy McHenryDirector
Christina FranklinDirector
Donna TappDirector
Jason WyniaDirector
Kelly OvesonDirector
Laurie CannonDirector
Lola YoungDirector
Marybeth GawrysDirector
Shelia StanleyDirector
Linda MathisSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$72,771
Program Service Revenue
$160,113
Investment Income
$1,289
Other Revenue
$7,791
All Other Contributions
$580
Change in Net Assets
$-11,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$253,231
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$123,805
Fees for Services Management---$86,900
All Other Expenses---$18,887
Office Expenses---$5,294
Insurance---$2,430
Fees for Services Accounting---$1,575
Fees for Services Legal---$580
Other Expenses---$569
Advertising---$299
Total Functional Expenses$0$0$0$253,231
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI - Material Differences in Voting Rights Explanation:

An executive committee composed of the President, President-Elect, Vice President, Secretary/Treasurer, and Immediate Past President shall have and exercise the authority of the Board of Directors in the management of the association during periods between meetings of the Board of Directors.

Form 990, Part VI, Line 11B - Organization'S Process to Review Form 990:

A complete copy of Form 990 was provided to all members of the governing body prior to filing with the IRS.

Form 990, Part VI, Line 12C - Enforcement of Conflicts Policy:

Board Members and staff members owe a high fiduciary duty to the organization. Thus, no Board or staff member shall maintain any business enterprise or activity that directly conflicts with the organization's interests. Any conflict of interest or potential conflict of interest shall be acknowledged and disclosed as soon as it is recognized. Members of the Board of Directors and staff shall review and sign the Code of Conduct annually.

Form 990, Part VI, Line 19 - Governing Documents Disclosure Explanation:

The Organization's governing documents and financial statements are available to the public upon request.

Form 990, Part VI, Line 3 - Delegation of Management Duties:

The national association of educational office professionals engaged advanced association management, llc to handle the day-to-day business and organizational duties for the association.

FORM 990, PART VIII - All OTHER Revenue, LINE 11D

Advertising $200. -------------- total $200.

Filing and Contact Details

Filer

Filer Name
National Association of Educational Office
EIN
52-0886072
In Care Of
% ADVANCED ASSN MGMT LLC
Phone
3169424822
Address
521 First Street, Milford, NE 68405

Signing Officer

Name
Taylor Moore - AAM LLC
Title
Executive Director
Phone
4027612216
Signed
2025-12-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Taylor Moore - AAM LLC
Legal Domicile
Ks
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
20

Preparer

Firm
Willnerd & Associates LLC
Address
3200 Pine Lake Road Suite A, Lincoln, NE 68516
Preparer
Lisa M Moore
Phone
4024211811
Supplemental Narrative

Additional Explanations

Form 990, Part IX - Other Expenses, Line 24E

Board member/meeting expenses $18,887. -------------- total $18,887.

Raw XML AppendixShowing 400 of 527 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm1Dena Henricks
IRS990/Form990PartVIISectionAGrp/PersonNm2Jackie Flood
IRS990/Form990PartVIISectionAGrp/PersonNm3Marie Freeman
IRS990/Form990PartVIISectionAGrp/PersonNm4Linda Mathis
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IRS990/Form990PartVIISectionAGrp/PersonNm11Angie Troutman
IRS990/Form990PartVIISectionAGrp/PersonNm12Laurie Cannon
IRS990/Form990PartVIISectionAGrp/PersonNm13Bridget Bookert
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IRS990/Form990PartVIISectionAGrp/PersonNm15Mary Guest
IRS990/Form990PartVIISectionAGrp/PersonNm16Lisa Morehouse
IRS990/Form990PartVIISectionAGrp/PersonNm17Kelly Scott
IRS990/Form990PartVIISectionAGrp/PersonNm18Bonnie Miller
IRS990/Form990PartVIISectionAGrp/PersonNm19Lola Young
IRS990/Form990PartVIISectionAGrp/PersonNm20Donna Tapp
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary/Treasurer
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Presidential Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt16Presidential Advisor
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IRS990/ProgSrvcAccomActy2Grp/Desc0Professional standards program for certified educational office employee program and continuing educational programs available to all members, providing education and certification
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