Civic Intelligence

South Lyon Education Association

990EZ • Fiscal year 2024 • EIN 38-2777046

Sep 01, 2023 to Aug 31, 2024 • Filed on Apr 17, 2024

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

57th percentile

$3,200

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

9.1%

Faster asset growth than 68% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

0.2%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$98,525

Up $8,199 (+9.1%) from 2023

Net Assets

Up

$98,525

Up $8,199 (+9.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$44,161

Up $71 (+0.2%) from 2023

Expenses

Down

$35,962

Down $16,667 (-32%) from 2023

Net Income

Up

$8,199

Up $16,738 (+196%) from 2023

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

2024

Assets$98,525
Liabilities-
Net Assets$98,525

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

2024

Revenue$44,161
Expenses$35,962
Net Income$8,199
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Apr 17, 2024
Return Version
2023v6.0
Gross Receipts
$44,161
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 509 PROFESSIONALS. DUTIES INCLUDE RATIFING CONTRACTS, HANDLING GRIEVANCES AND PUBLIC COMMUNITY OUTREACH.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA WELCHPresidentPT$3,200-$3,200
MONICA ZUZOWGrievance ChPT$3,100-$3,100
MELISSA ROBINSONMembership C-$1,000-$1,000
TRACIE STIDHAMTreasurerPT$800-$800
EMILY PARKERVice Preside-$725-$725
SUSAN WOODLEYVice Preside-$700-$700
JACQUELINE CHERRYSecreatary-$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
2024-04-17

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 24,961 office expense 339 communication/pr 2,803 other 2,505 conferences 3,842 dues 502 total 34,952

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 Appendix107 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0TRACIE STIDHAM
IRS990EZ/BooksInCareOfDetail/PhoneNum02485738400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt025997 N DIXBORO RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH LYON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048178
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090326
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt098525
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt53100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA WELCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN WOODLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACQUELINE CHERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRACIE STIDHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MONICA ZUZOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MELISSA ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECREATARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5GRIEVANCE CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP C
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034952
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 509 PROFESSIONALS. DUTIES INCLUDE RATIFING CONTRACTS, HANDLING GRIEVANCES AND PUBLIC COMMUNITY OUTREACH.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035962
IRS990EZ/TotalRevenueAmt044161
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STIPENDS/DUES PAYMENTS 24,961 OFFICE EXPENSE 339 COMMUNICATION/PR 2,803 OTHER 2,505 CONFERENCES 3,842 DUES 502 TOTAL 34,952
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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-17
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
ReturnHeader/Filer/USAddress/ZIPCd048390
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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/PreparationDt02025-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARRIE L JELLISON CPA
ReturnHeader/ReturnTs02025-04-25T10:26:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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