Liabilities / Assets
52nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
53rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
22nd percentile
Higher net margin than 22% of similar nonprofits.
Top Officer Pay
54th percentile
Higher top officer pay than 54% of similar nonprofits.
Top officer pay equals 7.5% of source-year revenue.
Asset Growth
35th percentile
Faster asset growth than 35% of similar nonprofits.
Revenue Growth
17th percentile
Faster revenue growth than 17% of similar nonprofits.
Balance Sheet
Assets
Down$82,666
Down $2,197 (-2.6%) from 2013
Net Assets
Down$82,666
Down $2,197 (-2.6%) from 2013
Liabilities
Flat$0
Flat from 2013
Revenue And Expenses
Revenue
Down$27,388
Down $3,626 (-12%) from 2013
Expenses
Up$29,585
Up $1,444 (+5.1%) from 2013
Net Income
Down-$2,197
Down $5,070 (-176%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2013 to Aug 31, 2014
- Signed
- Sep 29, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $27,388
Mission and Program Overview
Mission
The primary exempt purpose is representing professionals in the south lyon school district in collective bargaining with that district. It also includes processing a few grievances per year. This process includes counseling to the member(s), filing the grievance, meeting with the administration and representing the member(s) in arbitration hearings as necessary. The organization also provides internal communications to the members through newsletters.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| REPRESENT 389 PROFESSIONALS. DUTIES INCLUDE RATIFING CONTRACTS, HANDLING GRIEVANCES AND PUBLIC COMMUNITY OUTREACH. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LISA WELCH | Grievance Ch | - | $2,050 | - | $2,050 |
| JIM BRENNAN | President | PT | $2,000 | - | $2,000 |
| BROOKE ORTWINE | Treasurer | PT | $1,800 | - | $1,800 |
| JENNIFER JONES-TIMS | Secretary | - | $600 | - | $600 |
| SHERI BRAINARD | Vice Pres | - | $500 | - | $500 |
| KEITH KINDRED | Vice Pres | - | $500 | - | $500 |
Filing and Contact Details
Filer
- EIN
- 38-2777046
- Phone
- 2485738400
Signing Officer
- Name
- Brooke Ortwine
- Title
- Treasurer
- Phone
- 2485738400
- Signed
- 2014-09-29
Preparer
- Preparer
- Carrie L Jellison
- Phone
- 8109911761
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses conferences 3,613 bargaining 540 stipends/dues payments 20,447 office expense 65 communication/pr 3,501 dues 143 other 376 total 28,685”
Form 990-ez, Part II, Line 24
“Accounts receivable 0 2,251 prepaid expenses and deferred charges 142 4,955 total 142 7,206”
Form 990-ez, Part III
“The primary exempt purpose is representing professionals in the south lyon school district in collective bargaining with that district. It also includes processing a few grievances per year. This process includes counseling to the member(s), filing the grievance, meeting with the administration and representing the member(s) in arbitration hearings as necessary. The organization also provides internal communications to the members through newsletters.”
Raw XML Appendix112 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | JIM BRENNAN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | SHERI BRAINARD |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | KEITH KINDRED |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | JENNIFER JONESTIMS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | BROOKE ORTWINE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | LISA WELCH |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BROOKE ORTWINE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2485738400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 100 N LAFAYETTE ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | SOUTH LYON |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 48178 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 84721 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 75460 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -2197 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 900 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 84863 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 82666 |
| IRS990EZ/GrossReceiptsAmt | 0 | 27388 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 27388 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 84863 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 82666 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 84863 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 82666 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 2000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 600 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 1800 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 2050 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JIM BRENNAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SHERI BRAINARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KEITH KINDRED |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JENNIFER JONES-TIMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | BROOKE ORTWINE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | LISA WELCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | GRIEVANCE CH |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 142 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 7206 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 28685 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PRIMARY EXEMPT PURPOSE IS REPRESENTING PROFESSIONALS IN THE SOUTH LYON SCHOOL DISTRICT IN COLLECTIVE BARGAINING WITH THAT DISTRICT. IT ALSO INCLUDES PROCESSING A FEW GRIEVANCES PER YEAR. THIS PROCESS INCLUDES COUNSELING TO THE MEMBER(S), FILING THE GRIEVANCE, MEETING WITH THE ADMINISTRATION AND REPRESENTING THE MEMBER(S) IN ARBITRATION HEARINGS AS NECESSARY. THE ORGANIZATION ALSO PROVIDES INTERNAL COMMUNICATIONS TO THE MEMBERS THROUGH NEWSLETTERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | REPRESENT 389 PROFESSIONALS. DUTIES INCLUDE RATIFING CONTRACTS, HANDLING GRIEVANCES AND PUBLIC COMMUNITY OUTREACH. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 29585 |
| IRS990EZ/TotalRevenueAmt | 0 | 27388 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES CONFERENCES 3,613 BARGAINING 540 STIPENDS/DUES PAYMENTS 20,447 OFFICE EXPENSE 65 COMMUNICATION/PR 3,501 DUES 143 OTHER 376 TOTAL 28,685 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS RECEIVABLE 0 2,251 PREPAID EXPENSES AND DEFERRED CHARGES 142 4,955 TOTAL 142 7,206 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE PRIMARY EXEMPT PURPOSE IS REPRESENTING PROFESSIONALS IN THE SOUTH LYON SCHOOL DISTRICT IN COLLECTIVE BARGAINING WITH THAT DISTRICT. IT ALSO INCLUDES PROCESSING A FEW GRIEVANCES PER YEAR. THIS PROCESS INCLUDES COUNSELING TO THE MEMBER(S), FILING THE GRIEVANCE, MEETING WITH THE ADMINISTRATION AND REPRESENTING THE MEMBER(S) IN ARBITRATION HEARINGS AS NECESSARY. THE ORGANIZATION ALSO PROVIDES INTERNAL COMMUNICATIONS TO THE MEMBERS THROUGH NEWSLETTERS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BROOKE ORTWINE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2485738400 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-09-29 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | SOUTH LYON EDUCATION ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
| ReturnHeader/Filer/EIN | 0 | 382777046 |
| ReturnHeader/Filer/PhoneNum | 0 | 2485738400 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 100 N LAFAYETTE STREET |
| ReturnHeader/Filer/USAddress/City | 0 | SOUTH LYON |
| ReturnHeader/Filer/USAddress/State | 0 | MI |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 48178 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 204066857 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | JELLISON CPA CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | PO BOX 555 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | HARTLAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | MI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 483530555 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8109911761 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-10-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CARRIE L JELLISON |
| ReturnHeader/ReturnTs | 0 | 2014-10-10T12:22:33-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-08-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $82,666
- Liabilities
- $0
- Net assets
- $82,666
- Revenue
- $27,388
- Expenses
- $29,585
- Net income
- -$2,197