Civic Intelligence

Walton County Education Association

990EZ • Fiscal year 2019 • EIN 59-1587724

Sep 01, 2018 to Aug 31, 2019 • Filed on Mar 02, 2020

Organization ProfileN/A
1610 Beck AvePanama City, FL 32405

(850) 763-3416

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

57th percentile

7.1%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

4.7%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-8.5%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$36,781

Up $1,640 (+4.7%) from 2018

Net Assets

Up

$36,634

Up $1,493 (+4.2%) from 2018

Liabilities

$147

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin57th percentile

Revenue

Down

$20,900

Down $1,951 (-8.5%) from 2018

Expenses

Up

$19,407

Up $2,405 (+14%) from 2018

Net Income

Down

$1,493

Down $4,356 (-74%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$60K$40K$20K$0Assets 2017: $50,768Liabilities 2017: $1,4762017Assets 2018: $35,141Net Assets 2018: $35,1412018Assets 2019: $36,781Liabilities 2019: $147Net Assets 2019: $36,6342019Assets 2020: $53,505Net Assets 2020: $53,5052020

Highlighted filing

2019

Assets$36,781
Liabilities$147
Net Assets$36,634
Open 2019 Filing

Operations Trend

Revenue Growth24th percentile

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

$30K$20K$10K$0Revenue 2017: $19,237Expenses 2017: $17,122Net Income 2017: $2,1152017Revenue 2018: $22,851Expenses 2018: $17,002Net Income 2018: $5,8492018Revenue 2019: $20,900Expenses 2019: $19,407Net Income 2019: $1,4932019Revenue 2020: $28,586Expenses 2020: $11,715Net Income 2020: $16,8712020

Highlighted filing

2019

Revenue$20,900
Expenses$19,407
Net Income$1,493
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Mar 2, 2020
Return Version
2018v3.1
Gross Receipts
$20,900
Mission and Program Overview

Mission

To provide members and local professional staff and necessary support services and facilities to implement, improve, and coordinate programs of the united teaching profession. To guarantee local control and involvement of local membership and local staff.

Program Services

DescriptionGrantsExpenses
TO PROVIDE MEMBERS AND LOCALS WITH PROFESSIONAL STAFF AND NECESSARY SUPPORT SERVICES AND FACILITIES TO IMPLEMENT, IMPROVE, AND COORDINATE PROGRAMS OF THE UNITED TEACHING PROFESSION. TO GUARANTEE LOCAL CONTROL AND INVOLVEMENT OF LOCAL LEADERSHIP AND LOCAL STAFF.--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharee RosadoSecretary/Treas-$0--
KARI A KINKEYPresidentPT$0--
KELLEY STEPHENSONVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Walton County Education Association
EIN
59-1587724
Phone
8507633416
Address
1610 BECK AVE, PANAMA CITY, FL 32405

Signing Officer

Name
Lisa Williams
Title
Manager
Signed
2020-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Howell CPA Group
Address
408 W Baldwin Rd, Panama City, FL 32405
Preparer
Eric O Howell CPA
Phone
8502153093
Supplemental Narrative

Additional Explanations

Other Revenue.1

“$3425”

Other Expenses.1002

“Office Expenses $285”

Other Expenses.1007

“Conferences, Conventions, and Meetings $3266”

Other Expenses.1

“Membership expense $11986”

Other Expenses.2

“BARGAINING $252”

Total Liabilities.1

“DUES PAYABLE - Beginning $0 DUES PAYABLE - Ending $147”

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/PersonNm0LISA WILLIAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum08507633416
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01610 BECK AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PANAMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035141
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036781
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01493
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03547
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035141
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036781
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt020900
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017475
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035141
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036634
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035141
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036634
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sharee Rosado
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KARI A KINKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLEY STEPHENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015789
IRS990EZ/OtherRevenueTotalAmt03425
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE MEMBERS AND LOCAL PROFESSIONAL STAFF AND NECESSARY SUPPORT SERVICES AND FACILITIES TO IMPLEMENT, IMPROVE, AND COORDINATE PROGRAMS OF THE UNITED TEACHING PROFESSION. TO GUARANTEE LOCAL CONTROL AND INVOLVEMENT OF LOCAL MEMBERSHIP AND LOCAL STAFF.
IRS990EZ/PrintingPublicationsPostageAmt071
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE MEMBERS AND LOCALS WITH PROFESSIONAL STAFF AND NECESSARY SUPPORT SERVICES AND FACILITIES TO IMPLEMENT, IMPROVE, AND COORDINATE PROGRAMS OF THE UNITED TEACHING PROFESSION. TO GUARANTEE LOCAL CONTROL AND INVOLVEMENT OF LOCAL LEADERSHIP AND LOCAL STAFF.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0147
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019407
IRS990EZ/TotalRevenueAmt020900
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$3425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $3266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP EXPENSE $11986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BARGAINING $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES PAYABLE - Beginning $0 DUES PAYABLE - Ending $147
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTON COUNTY EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0591587724
ReturnHeader/Filer/PhoneNum08507633416
ReturnHeader/Filer/USAddress/AddressLine1Txt01610 BECK AVE
ReturnHeader/Filer/USAddress/CityNm0PANAMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464415672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Howell CPA Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0408 W Baldwin Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Panama City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032405
ReturnHeader/PreparerPersonGrp/PhoneNum08502153093
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric O Howell CPA
ReturnHeader/ReturnTs02020-03-02T17:54:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,781
Liabilities
$147
Net assets
$36,634
Revenue
$20,900
Expenses
$19,407
Net income
$1,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$53.5$53.5$28.6$11.7$16.9
2019Detailed filing. Detailed filing data is available for this year.$36.8$0.15$36.6$20.9$19.4$1.49
2018Detailed filing. Detailed filing data is available for this year.$35.1$35.1$22.9$17.0$5.85
2017Summary only. Only limited summary data is available for this year.$50.8$1.48$19.2$17.1$2.12