Liabilities / Assets
54th 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
54th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
63rd percentile
Higher top officer pay than 63% of similar nonprofits.
Top officer pay equals 9.0% of source-year revenue.
Asset Growth
66th percentile
Faster asset growth than 66% of similar nonprofits.
Revenue Growth
48th percentile
Faster revenue growth than 48% of similar nonprofits.
Balance Sheet
Assets
Up$100,334
Up $7,610 (+8.2%) from 2017
Net Assets
Up$100,334
Up $7,610 (+8.2%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue And Expenses
Revenue
Up$44,403
Up $101 (+0.2%) from 2017
Expenses
Down$36,793
Down $1,456 (-3.8%) from 2017
Net Income
Up$7,610
Up $1,557 (+26%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2017 to Aug 31, 2018
- Signed
- Jan 7, 2019
- Return Version
- 2017v2.3
- Gross Receipts
- $44,403
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 485 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 | - | $4,000 | - | $4,000 |
| LISA WELCH | President | PT | $2,500 | - | $2,500 |
| HOLLY HARE | Membership | PT | $1,000 | - | $1,000 |
| NIKI ROSE | External VP/ | - | $975 | - | $975 |
| RACHELLE KALBFLEISCH | Secreatary | - | $660 | - | $660 |
| CHERYL POZNIAK | Internal VP | - | $600 | - | $600 |
| MONICA ZUZOW | Treasurer | PT | $600 | - | $600 |
Filing and Contact Details
Filer
- Filer Name
- South Lyon Education Association
- EIN
- 38-2777046
- Phone
- 2485738400
- Address
- 2625 E OAKLEY PARK RD SUITE 200, COMMERCE TOWNSHIP, MI 48390
Signing Officer
- Name
- Monica Zuzow
- Title
- Treasurer
- Phone
- 2485738400
- Signed
- 2019-01-07
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 3,060 stipends/dues payments 26,128 office expense 407 communication/pr 1,325 hospitality 1,274 other 3,662 total 35,856”
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 Appendix114 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 | MONICA ZUZOW |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2485738400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 29944 RAVENSCROFT ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FARMINGTON HILLS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 48331 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 92724 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 100334 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3883 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 7610 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 937 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 92724 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 100334 |
| IRS990EZ/GrossReceiptsAmt | 0 | 44403 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 365 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 40155 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 92724 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 100334 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 92724 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 100334 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 2500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 600 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 4000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 1000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 660 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 975 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 600 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LISA WELCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CHERYL POZNIAK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SHERI BRAINARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | HOLLY HARE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | RACHELLE KALBFLEISCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | NIKI ROSE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | MONICA ZUZOW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | INTERNAL VP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | GRIEVANCE CH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | MEMBERSHIP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SECREATARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | EXTERNAL VP/ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 35856 |
| 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 485 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 | 36793 |
| IRS990EZ/TotalRevenueAmt | 0 | 44403 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES CONFERENCES 3,060 STIPENDS/DUES PAYMENTS 26,128 OFFICE EXPENSE 407 COMMUNICATION/PR 1,325 HOSPITALITY 1,274 OTHER 3,662 TOTAL 35,856 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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 III |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MONICA ZUZOW |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2485738400 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-01-07 |
| 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 | 2625 E OAKLEY PARK RD SUITE 200 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | COMMERCE TOWNSHIP |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 48390 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | FDA9094A087C8AB8671E7058F146DDB45132BE14 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | C23C26825E3B8B01BB8E50A531FA4EC64AA1F1BD |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 68.36.233.162 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-01-09 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 13:20:20 |
| 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 | 2019-01-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CARRIE L JELLISON CPA |
| ReturnHeader/ReturnTs | 0 | 2019-01-09T13:20:20-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-08-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $100,334
- Liabilities
- $0
- Net assets
- $100,334
- Revenue
- $44,403
- Expenses
- $36,793
- Net income
- $7,610