Civic Intelligence

South Lyon Education Association

990EZ • Fiscal year 2020 • EIN 38-2777046

Sep 01, 2019 to Aug 31, 2020 • Filed on Dec 06, 2020

2625 E Oakley Park Rd Suite 200Commerce Township, MI 48390

(248) 573-8400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

47th percentile

9.2%

Higher net margin than 47% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

66th percentile

$4,817

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

39th percentile

3.8%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

2.6%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$112,670

Up $4,087 (+3.8%) from 2019

Net Assets

Up

$112,670

Up $4,087 (+3.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$44,541

Up $1,114 (+2.6%) from 2019

Expenses

Up

$40,454

Up $5,276 (+15%) from 2019

Net Income

Down

$4,087

Down $4,162 (-50%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $80,103Net Assets 2011: $80,1032011Assets 2012: $81,990Net Assets 2012: $81,9902012Assets 2013: $84,863Liabilities 2013: $0Net Assets 2013: $84,8632013Assets 2014: $82,666Liabilities 2014: $0Net Assets 2014: $82,6662014Assets 2015: $80,756Liabilities 2015: $0Net Assets 2015: $80,7562015Assets 2016: $86,671Liabilities 2016: $0Net Assets 2016: $86,6712016Assets 2017: $92,724Liabilities 2017: $0Net Assets 2017: $92,7242017Assets 2018: $100,334Liabilities 2018: $0Net Assets 2018: $100,3342018Assets 2019: $108,583Liabilities 2019: $0Net Assets 2019: $108,5832019Assets 2020: $112,670Liabilities 2020: $0Net Assets 2020: $112,6702020Assets 2021: $112,276Liabilities 2021: $0Net Assets 2021: $112,2762021Assets 2022: $98,839Liabilities 2022: $0Net Assets 2022: $98,8392022Assets 2023: $90,326Liabilities 2023: $0Net Assets 2023: $90,3262023Assets 2024: $98,525Net Assets 2024: $98,5252024Assets 2025: $107,009Net Assets 2025: $107,0092025

Highlighted filing

2020

Assets$112,670
Liabilities$0
Net Assets$112,670

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $19,410Expenses 2011: $19,989Net Income 2011: -$5792011Revenue 2012: $30,565Expenses 2012: $28,678Net Income 2012: $1,8872012Revenue 2013: $31,014Expenses 2013: $28,141Net Income 2013: $2,8732013Revenue 2014: $27,388Expenses 2014: $29,585Net Income 2014: -$2,1972014Revenue 2015: $32,771Expenses 2015: $34,681Net Income 2015: -$1,9102015Revenue 2016: $41,447Expenses 2016: $35,532Net Income 2016: $5,9152016Revenue 2017: $44,302Expenses 2017: $38,249Net Income 2017: $6,0532017Revenue 2018: $44,403Expenses 2018: $36,793Net Income 2018: $7,6102018Revenue 2019: $43,427Expenses 2019: $35,178Net Income 2019: $8,2492019Revenue 2020: $44,541Expenses 2020: $40,454Net Income 2020: $4,0872020Revenue 2021: $39,248Expenses 2021: $39,642Net Income 2021: -$3942021Revenue 2022: $45,140Expenses 2022: $58,676Net Income 2022: -$13,5362022Revenue 2023: $44,090Expenses 2023: $52,629Net Income 2023: -$8,5392023Revenue 2024: $44,161Expenses 2024: $35,962Net Income 2024: $8,1992024Revenue 2025: $47,406Expenses 2025: $38,922Net Income 2025: $8,4842025

Highlighted filing

2020

Revenue$44,541
Expenses$40,454
Net Income$4,087
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Dec 6, 2020
Return Version
2019v5.0
Gross Receipts
$44,541
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

DescriptionGrantsExpenses
REPRESENT 495 PROFESSIONALS. DUTIES INCLUDE RATIFING CONTRACTS, HANDLING GRIEVANCES AND PUBLIC COMMUNITY OUTREACH.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NIKI ROSEExternal VP/-$4,817-$4,817
LISA WELCHPresidentPT$3,175-$3,175
MONICA ZUZOWTreasurerPT$1,600-$1,600
ERIN LOWERYVP-$1,595-$1,595
LUKAS DESCAVISHSecreatary-$720-$720
CHERYL POZNIAKInternal VP-$675-$675
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
Signed
2020-12-06

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 888 stipends/dues payments 30,893 office expense 277 communication/pr 1,465 hospitality 1,956 wellness/ppe 3,178 other 827 total 39,484

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 Appendix109 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/PersonNm0MONICA ZUZOW
IRS990EZ/BooksInCareOfDetail/PhoneNum02485738400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt029944 RAVENSCROFT ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FARMINGTON HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048331
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0108583
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112670
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt04087
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IRS990EZ/GrossReceiptsAmt044541
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt0873
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt039679
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0108583
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03175
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA WELCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIN LOWERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHERYL POZNIAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NIKI ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LUKAS DESCAVISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MONICA ZUZOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2INTERNAL VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXTERNAL VP/
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECREATARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039484
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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/DescriptionProgramSrvcAccomTxt0REPRESENT 495 PROFESSIONALS. DUTIES INCLUDE RATIFING CONTRACTS, HANDLING GRIEVANCES AND PUBLIC COMMUNITY OUTREACH.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040454
IRS990EZ/TotalRevenueAmt044541
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES 888 STIPENDS/DUES PAYMENTS 30,893 OFFICE EXPENSE 277 COMMUNICATION/PR 1,465 HOSPITALITY 1,956 WELLNESS/PPE 3,178 OTHER 827 TOTAL 39,484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MONICA ZUZOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH LYON EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0382777046
ReturnHeader/Filer/PhoneNum02485738400
ReturnHeader/Filer/USAddress/AddressLine1Txt02625 E OAKLEY PARK RD SUITE 200
ReturnHeader/Filer/USAddress/CityNm0COMMERCE TOWNSHIP
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.64.20.42
ReturnHeader/FilingSecurityInformation/IPDt02020-12-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:47:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204066857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JELLISON CPA CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 555
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0483530555
ReturnHeader/PreparerPersonGrp/PhoneNum08109911761
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARRIE L JELLISON CPA
ReturnHeader/ReturnTs02020-12-09T09:47:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.47$0.39$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.44$0.36$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.44$0.53$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.45$0.59$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.39$0.40$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.45$0.40$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.43$0.35$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.44$0.37$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.44$0.38$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.41$0.36$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.33$0.35$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.27$0.30$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.31$0.28$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.82$0.31$0.29$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.80$0.19$0.20$0.01