Civic Intelligence

Southeastern Medieval Association

EIN 59-1707015 • 501(c)3 • Lititz, PA

Profile

Organization provides awards to qualifying members for accomplishments in the academic field

45 Briar Crest ManorLititz, PA 17543

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

25th percentile

-30%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

901%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,600

Up $5,187 (+22%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$28,600

Down $11,782 (-29%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$13,048

Up $3,381 (+35%) from 2023

Expenses

Down

$7,861

Down $2,226 (-22%) from 2023

Net Income

Up

$5,187

Up $5,607 (+1335%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$60K$40K$20K$0Assets 2020: $41,158Net Assets 2020: $57,9682020Assets 2021: $57,968Net Assets 2021: $39,4402021Assets 2022: $40,802Net Assets 2022: $40,8022022Assets 2023: $23,413Net Assets 2023: $40,3822023Assets 2024: $28,600Net Assets 2024: $28,6002024

Highlighted filing

2024

Assets$28,600
Liabilities-
Net Assets$28,600
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$60K$40K$20K$0-$20KRevenue 2020: $57,9682020Revenue 2021: $393Expenses 2021: $2,111Net Income 2021: -$1,7182021Revenue 2022: $3,932Expenses 2022: $3,019Net Income 2022: $9132022Revenue 2023: $9,667Expenses 2023: $10,087Net Income 2023: -$4202023Revenue 2024: $13,048Expenses 2024: $7,861Net Income 2024: $5,1872024

Highlighted filing

2024

Revenue$13,048
Expenses$7,861
Net Income$5,187
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,600
Liabilities
-
Net assets
$28,600
Revenue
$13,048
Expenses
$7,861
Net income
$5,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.6$28.6$13.0$7.86$5.19
2023Detailed filing. Detailed filing data is available for this year.$23.4$40.4$9.67$10.1$0.42
2022Detailed filing. Detailed filing data is available for this year.$40.8$40.8$3.93$3.02$0.91
2021Detailed filing. Detailed filing data is available for this year.$58.0$39.4$0.39$2.11$1.72
2020Detailed filing. Detailed filing data is available for this year.$41.2$58.0$58.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Gross Receipts
$13,048
Mission and Program Overview

Mission

Organization provides awards to qualifying members for accomplishments in the academic field

Program Services

DescriptionGrantsExpenses
AWARDS HAVE BEEN GIVEN ANNUALY FOR ATLEAST 15 YEARS--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANEILYA BARNESVice President-$0--
NATALIE GRINELLPresident-$0--
MELISSA ELMESSecretary-$0--
CHRISTINE KOZIKOWSKITreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Southeastern Medieval Association
EIN
59-1707015
Phone
2152608167
Address
45 BRIAR CREST MANOR, LITITZ, PA 17543

Signing Officer

Name
Christine Kozikowski
Title
Treasurer
Phone
2152608167
Signed
2025-04-22
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Nancy Hauenstein
Phone
8004725625
Supplemental Narrative

Additional Explanations

Line 4

“Investment income is from morgan stanley accounts”

Raw XML Appendix137 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/PersonNm0CHRISTINE KOZIKOWSKI
IRS990EZ/BooksInCareOfDetail/PhoneNum02152608167
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt045 BRIAR CREST MANOR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lititz
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017543
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023413
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028600
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05399
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05187
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023413
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028600
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03134
IRS990EZ/GrossReceiptsAmt013048
IRS990EZ/GroupExemptionNum07015
IRS990EZ/InvestmentIncomeAmt03381
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04268
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023413
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028600
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023413
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANEILYA BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NATALIE GRINELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA ELMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINE KOZIKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION PROVIDES AWARDS TO QUALIFYING MEMBERS FOR ACCOMPLISHMENTS IN THE ACADEMIC FIELD
IRS990EZ/PrintingPublicationsPostageAmt04527
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARDS HAVE BEEN GIVEN ANNUALY FOR ATLEAST 15 YEARS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07861
IRS990EZ/TotalRevenueAmt013048
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt056875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0136218
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03381
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01958
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0392
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0797
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07547
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03381
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01958
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0392
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0797
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07547
IRS990ScheduleA/InvestmentIncomeCYPct00.05250
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94750
IRS990ScheduleA/PublicSupportTotal509Amt0136218
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056875
IRS990ScheduleA/Total509Grp/TotalAmt0136218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012649
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt057267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057672
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0143765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INVESTMENT INCOME IS FROM MORGAN STANLEY ACCOUNTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINE 4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE KOZIKOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02152608167
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHEASTERN MEDIEVAL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MEDI
ReturnHeader/Filer/EIN0591707015
ReturnHeader/Filer/PhoneNum02152608167
ReturnHeader/Filer/USAddress/AddressLine1Txt045 BRIAR CREST MANOR
ReturnHeader/Filer/USAddress/CityNm0LITITZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017543
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy Hauenstein
ReturnHeader/ReturnTs02025-04-23T14:44:17Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.