Liabilities / Assets
56th 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
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
64th percentile
Higher top officer pay than 64% of similar nonprofits.
Top officer pay equals 11.8% of source-year revenue.
Asset Growth
23rd percentile
Faster asset growth than 23% of similar nonprofits.
Revenue Growth
31st percentile
Faster revenue growth than 31% of similar nonprofits.
Balance Sheet
Assets
Down$90,326
Down $8,513 (-8.6%) from 2022
Net Assets
Down$90,326
Down $8,513 (-8.6%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue And Expenses
Revenue
Down$44,090
Down $1,050 (-2.3%) from 2022
Expenses
Down$52,629
Down $6,047 (-10%) from 2022
Net Income
Up-$8,539
Up $4,997 (+37%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2022 to Aug 31, 2023
- Signed
- Dec 14, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $44,090
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 491 PROFESSIONALS. DUTIES INCLUDE RATIFING CONTRACTS, HANDLING GRIEVANCES AND PUBLIC COMMUNITY OUTREACH. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MONICA ZUZOW | Grievance Ch | PT | $5,200 | - | $5,200 |
| LISA WELCH | President | PT | $4,200 | - | $4,200 |
| ERIN LOWERY | VP | - | $1,725 | - | $1,725 |
| MELISSA ROBINSON | Membership C | - | $1,000 | - | $1,000 |
| BRENTON MONTIE | 2nd VP | - | $650 | - | $650 |
| JACQUELINE CHERRY | Secreatary | - | $600 | - | $600 |
| TRACIE STIDHAM | 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
- Tracie Stidham
- Title
- Treasurer
- Signed
- 2023-12-14
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 stipends/dues payments 34,698 office expense 416 communication/pr 3,785 other 556 release time 9,782 conferences 2,421 total 51,658”
Form 990-ez, Part I, Line 20
“OTHER INCREASES 26”
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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TRACIE STIDHAM |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2485738400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 25997 N DIXBORO RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SOUTH LYON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 48178 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 98839 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 90326 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3650 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -8539 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 971 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 98839 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 90326 |
| IRS990EZ/GrossReceiptsAmt | 0 | 44090 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 160 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 40280 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 98839 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 90326 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 98839 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 90326 |
| 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 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 4200 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 1725 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 650 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 600 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 600 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 5200 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 1000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LISA WELCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ERIN LOWERY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BRENTON MONTIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JACQUELINE CHERRY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | TRACIE STIDHAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MONICA ZUZOW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | MELISSA ROBINSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | 2ND VP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECREATARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | GRIEVANCE CH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | MEMBERSHIP C |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 26 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 51658 |
| 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 491 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 | 52629 |
| IRS990EZ/TotalRevenueAmt | 0 | 44090 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES STIPENDS/DUES PAYMENTS 34,698 OFFICE EXPENSE 416 COMMUNICATION/PR 3,785 OTHER 556 RELEASE TIME 9,782 CONFERENCES 2,421 TOTAL 51,658 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | OTHER INCREASES 26 |
| 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 I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TRACIE STIDHAM |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-12-14 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| 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 | 2024-02-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CARRIE L JELLISON CPA |
| ReturnHeader/ReturnTs | 0 | 2024-02-02T14:46:04-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | TRACIE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | STIDHAM |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-08-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $90,326
- Liabilities
- $0
- Net assets
- $90,326
- Revenue
- $44,090
- Expenses
- $52,629
- Net income
- -$8,539