Liabilities / Assets
53rd 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
75th percentile
Higher net margin than 75% of similar nonprofits.
Top Officer Pay
60th percentile
Higher top officer pay than 60% of similar nonprofits.
Top officer pay equals 8.2% of source-year revenue.
Asset Growth
63rd percentile
Faster asset growth than 63% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
Balance Sheet
Assets
Up$86,671
Up $5,915 (+7.3%) from 2015
Net Assets
Up$86,671
Up $5,915 (+7.3%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Up$41,447
Up $8,676 (+26%) from 2015
Expenses
Up$35,532
Up $851 (+2.5%) from 2015
Net Income
Up$5,915
Up $7,825 (+410%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2015 to Aug 31, 2016
- Signed
- Oct 20, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $41,447
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 445 PROFESSIONALS. DUTIES INCLUDE RATIFING CONTRACTS, HANDLING GRIEVANCES AND PUBLIC COMMUNITY OUTREACH. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SHERI BRAINARD | Grievance Ch | - | $3,400 | - | $3,400 |
| LISA WELCH | President | PT | $3,050 | - | $3,050 |
| DEAN GARRITY | Internal VP | - | $1,815 | - | $1,815 |
| HOLLY HARE | Treasurer/Me | PT | $1,800 | - | $1,800 |
| CHERYL POZNIAK | External VP | - | $945 | - | $945 |
| JENNIFER JONES-TIMS | Secretary | - | $800 | - | $800 |
Filing and Contact Details
Filer
- Filer Name
- South Lyon Education Association
- EIN
- 38-2777046
- Phone
- 2485738400
- Address
- 100 N LAFAYETTE STREET, SOUTH LYON, MI 48178
Signing Officer
- Name
- Brooke Ortwine
- Title
- Treasurer
- Phone
- 2485738400
- Signed
- 2016-10-20
Preparer
- Firm
- Jellison CPA Co
- Address
- PO BOX 555, HARTLAND, MI 48353-0555
- Preparer
- Carrie L Jellison CPA
- Phone
- 8109911761
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses conferences 3,332 stipends/dues payments 26,785 office expense 112 communication/pr 2,258 hospitality 1,592 wellness 506 other 42 total 34,627”
Form 990-ez, Part II, Line 24
“Accounts receivable 0 270 total 0 270”
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 Appendix105 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BROOKE ORTWINE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2485738400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 100 N LAFAYETTE ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SOUTH LYON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 48178 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 80756 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 86401 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 5915 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 905 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 80756 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 86671 |
| IRS990EZ/GrossReceiptsAmt | 0 | 41447 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 41447 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 80756 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 86671 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 80756 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 86671 |
| 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 | 3050 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 1815 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 945 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 3400 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 1800 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 800 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LISA WELCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DEAN GARRITY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CHERYL POZNIAK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SHERI BRAINARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | HOLLY HARE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JENNIFER JONES-TIMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | INTERNAL VP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | EXTERNAL VP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | GRIEVANCE CH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER/ME |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 270 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 34627 |
| 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 445 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 | 35532 |
| IRS990EZ/TotalRevenueAmt | 0 | 41447 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES CONFERENCES 3,332 STIPENDS/DUES PAYMENTS 26,785 OFFICE EXPENSE 112 COMMUNICATION/PR 2,258 HOSPITALITY 1,592 WELLNESS 506 OTHER 42 TOTAL 34,627 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS RECEIVABLE 0 270 TOTAL 0 270 |
| 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 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BROOKE ORTWINE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2485738400 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-10-20 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SOUTH LYON EDUCATION ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
| ReturnHeader/Filer/EIN | 0 | 382777046 |
| ReturnHeader/Filer/PhoneNum | 0 | 2485738400 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 100 N LAFAYETTE STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SOUTH LYON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 48178 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 204066857 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JELLISON CPA CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 555 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HARTLAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 483530555 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8109911761 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-10-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CARRIE L JELLISON CPA |
| ReturnHeader/ReturnTs | 0 | 2016-10-28T09:33:28-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-08-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $86,671
- Liabilities
- $0
- Net assets
- $86,671
- Revenue
- $41,447
- Expenses
- $35,532
- Net income
- $5,915