Civic Intelligence

Florida School Finance Officers

EIN 41-2141339 • 501(c)3 • Sanford, FL

Profile

The primary mission of the organization is to provide a venue for interaction, networking, education and the exchange of information, ideas and knowledge among those persons responsible for management of the financial operations of the school districts of the state of florida.

400 E Lake Mary BlvdSanford, FL 32773

www.fsfoa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

76th percentile

22%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-26%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$154,190

Up $27,337 (+22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$154,190

Up $27,337 (+22%) from 2023

Revenue

Down

$209,102

Down $72,141 (-26%) from 2023

Expenses

Down

$181,765

Down $23,867 (-12%) from 2023

Net Income

Down

$27,337

Down $48,274 (-64%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $217,089Liabilities 2011: $02011Assets 2012: $176,681Liabilities 2012: $02012Assets 2013: $167,450Liabilities 2013: $02013Assets 2014: $110,772Liabilities 2014: $02014Assets 2015: $142,198Net Assets 2015: $142,1982015Assets 2016: $57,746Liabilities 2016: $0Net Assets 2016: $57,7462016Assets 2017: $117,850Liabilities 2017: $0Net Assets 2017: $117,8502017Assets 2018: $112,996Liabilities 2018: $0Net Assets 2018: $112,9962018Assets 2019: $218,745Liabilities 2019: $0Net Assets 2019: $218,7452019Assets 2020: $187,088Liabilities 2020: $0Net Assets 2020: $187,0882020Assets 2021: $162,521Liabilities 2021: $0Net Assets 2021: $162,5212021Assets 2022: $51,242Liabilities 2022: $0Net Assets 2022: $51,2422022Assets 2023: $126,853Liabilities 2023: $0Net Assets 2023: $126,8532023Assets 2024: $154,190Liabilities 2024: $0Net Assets 2024: $154,1902024

Highlighted filing

2024

Assets$154,190
Liabilities$0
Net Assets$154,190

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2011: $93,557Expenses 2011: $2,465Net Income 2011: $91,0922011Revenue 2012: -$35,221Expenses 2012: $5,187Net Income 2012: -$40,4082012Revenue 2013: -$82Expenses 2013: $9,149Net Income 2013: -$9,2312013Revenue 2014: -$45,777Expenses 2014: $10,901Net Income 2014: -$56,6782014Revenue 2015: $45,558Expenses 2015: $14,132Net Income 2015: $31,4262015Revenue 2016: -$68,343Expenses 2016: $16,109Net Income 2016: -$84,4522016Revenue 2017: $71,704Expenses 2017: $11,600Net Income 2017: $60,1042017Revenue 2018: $10,427Expenses 2018: $15,281Net Income 2018: -$4,8542018Revenue 2019: $120,131Expenses 2019: $14,382Net Income 2019: $105,7492019Revenue 2020: -$6,358Expenses 2020: $25,305Net Income 2020: -$31,6632020Revenue 2021: -$12,577Expenses 2021: $11,991Net Income 2021: -$24,5682021Revenue 2022: -$103,887Expenses 2022: $7,393Net Income 2022: -$111,2802022Revenue 2023: $281,243Expenses 2023: $205,632Net Income 2023: $75,6112023Revenue 2024: $209,102Expenses 2024: $181,765Net Income 2024: $27,3372024

Highlighted filing

2024

Revenue$209,102
Expenses$181,765
Net Income$27,337

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$2.09$1.82$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$2.81$2.06$0.76
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.04$0.07$1.11
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.13$0.12$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.06$0.25$0.32
2019Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$1.20$0.14$1.06
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.10$0.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.72$0.12$0.60
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.68$0.16$0.84
2015Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.46$0.14$0.31
2014Summary only. Only limited summary data is available for this year.$1.11$0.00$0.46$0.11$0.57
2013Summary only. Only limited summary data is available for this year.$1.67$0.00$0.00$0.09$0.09
2012Summary only. Only limited summary data is available for this year.$1.77$0.00$0.35$0.05$0.40
2011Summary only. Only limited summary data is available for this year.$2.17$0.00$0.94$0.02$0.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.0
Gross Receipts
$209,102
Mission and Program Overview

Mission

The primary mission of the organization is to provide a venue for interaction, networking, education and the exchange of information, ideas and knowledge among those persons responsible for management of the financial operations of the school districts of the state of florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$123,536$130,884▲ $7,348
Rtn Earn Endowment Incm Other Fnds-$102,944-
Pd in Cap Srpls Land Bldg Eqp Fund$75,607--
Cap Stk Tr Prin Current Funds$51,246$51,246→ $0
Savings and Temporary Cash Investments$33$20,022▲ $19,989
Investments in Publicly Traded Securities$3,284$3,284→ $0
Total Assets$126,853$154,190▲ $27,337
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$126,853$154,190▲ $27,337
Total Liabilities and Net Assets / Fund Balance$126,853$154,190▲ $27,337
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lorena BruneauTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$81,034
Investment Income
$15
Other Revenue
$128,053
Change in Net Assets
$27,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$181,765
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$181,765--$181,765
Total Functional Expenses$181,765$0$0$181,765
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

Published on the organization's website.

Filing and Contact Details

Filer

Filer Name
Florida School Finance Officers
EIN
41-2141339
Phone
4073200055
Address
400 E LAKE MARY BLVD, SANFORD, FL 32773

Signing Officer

Name
Lorena Bruneau
Title
Treasurer
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lorena Bruneau
Formed
2004
Legal Domicile
Fl
Voting Board Members
19
Independent Board Members
0
Employees
0

Preparer

Firm
Dja Suncoast
Address
1799 N BELCHER ROAD SUITE B, CLEARWATER, FL 33765
Preparer
Maureen Faber CPA
Phone
7277345437
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The primary mission of the organization is to provide a venue for interaction, networking, education and the exchange of information, ideas and knowledge among those persons responsible for management of the financial operations of the school districts of the state of florida.

Form 990, Page 2, Part III, Line 4D

Organization holds an annual conference as well as an annual membership meeting at which district school finance officers were able to listen to numerous speakers, network with one another, exchange knowledge, ideas and procedures, enableing them to better perform their duties.

Form 990, Part IX, Line 11G

Office supplies 415 0 0 miscellaneous 2,351 0 0 attendee bags/snacks 3,807 0 0 audio/visual 28,425 0 0 entertainment 10,808 0 0 ethics 2,505 0 0 finance council 32,600 0 0 licenses & permits 224 0 0 bank charges 10 0 0 credit card processing fees 34 0 0 speaker costs 1,500 0 0 printing & mailing 235 0 0 hotel/banquet costs 97,633 0 0 awards 154 0 0 door prizesa 1,064 0 0 total 181,765 0 0

Form 990, Part XI, Line 9

ROUNDING ERROR 0

Raw XML Appendix250 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION HOLDS AN ANNUAL CONFERENCE AS WELL AS AN ANNUAL MEMBERSHIP MEETING AT WHICH DISTRICT SCHOOL FINANCE OFFICERS WERE ABLE TO LISTEN TO NUMEROUS SPEAKERS, NETWORK WITH ONE ANOTHER, EXCHANGE KNOWLEDGE, IDEAS AND PROCEDURES, ENABLEING THEM TO BETTER PERFORM THEIR DUTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PUBLISHED ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE SUPPLIES 415 0 0 MISCELLANEOUS 2,351 0 0 ATTENDEE BAGS/SNACKS 3,807 0 0 AUDIO/VISUAL 28,425 0 0 ENTERTAINMENT 10,808 0 0 ETHICS 2,505 0 0 FINANCE COUNCIL 32,600 0 0 LICENSES & PERMITS 224 0 0 BANK CHARGES 10 0 0 CREDIT CARD PROCESSING FEES 34 0 0 SPEAKER COSTS 1,500 0 0 PRINTING & MAILING 235 0 0 HOTEL/BANQUET COSTS 97,633 0 0 AWARDS 154 0 0 DOOR PRIZESA 1,064 0 0 TOTAL 181,765 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROUNDING ERROR 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01799 N BELCHER ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEARWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033765
ReturnHeader/PreparerPersonGrp/PhoneNum07277345437
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAUREEN FABER CPA
ReturnHeader/ReturnTs02025-10-30T09:47:38-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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