Civic Intelligence

Santa Rosa Professional Educators Inc

990 • Fiscal year 2022 • EIN 59-1633164

Sep 01, 2021 to Aug 31, 2022 • Filed on Feb 08, 2023

Organization ProfileN/A
6798 Caroline StMilton, FL 32570

(850) 623-5877

Siviq Scores

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

Liabilities / Assets

84th percentile

0.05x

Higher debt load relative to assets than 84% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.05x

Higher debt load relative to revenue than 82% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

95th percentile

$74,188

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 17.1% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

47th percentile

0.3%

Faster revenue growth than 47% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$420,568

Up $46,412 (+12%) from 2021

Net Assets

Up

$398,903

Up $51,739 (+15%) from 2021

Liabilities

Down

$21,665

Down $5,327 (-20%) from 2021

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin69th percentile

Revenue

Up

$433,699

Up $1,354 (+0.3%) from 2021

Expenses

Up

$381,960

Up $30,023 (+8.5%) from 2021

Net Income

Down

$51,739

Down $28,669 (-36%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$600K$400K$200K$0Assets 2013: $137,770Liabilities 2013: $56,609Net Assets 2013: $81,1612013Assets 2018: $188,598Liabilities 2018: $36,951Net Assets 2018: $151,6482018Assets 2019: $229,273Liabilities 2019: $34,947Net Assets 2019: $194,3262019Assets 2020: $298,144Liabilities 2020: $31,388Net Assets 2020: $266,7562020Assets 2021: $374,156Liabilities 2021: $26,992Net Assets 2021: $347,1642021Assets 2022: $420,568Liabilities 2022: $21,665Net Assets 2022: $398,9032022Assets 2023: $469,929Liabilities 2023: $16,529Net Assets 2023: $453,4002023Assets 2024: $335,486Liabilities 2024: $21,194Net Assets 2024: $314,2922024Assets 2025: $271,698Liabilities 2025: $8,789Net Assets 2025: $262,9092025

Highlighted filing

2022

Assets$420,568
Liabilities$21,665
Net Assets$398,903
Open 2022 Filing

Operations Trend

Revenue Growth47th percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $543,966Expenses 2013: $546,246Net Income 2013: -$2,2802013Revenue 2018: $344,261Expenses 2018: $376,783Net Income 2018: -$32,5222018Revenue 2019: $378,470Expenses 2019: $335,792Net Income 2019: $42,6782019Revenue 2020: $431,277Expenses 2020: $358,847Net Income 2020: $72,4302020Revenue 2021: $432,345Expenses 2021: $351,937Net Income 2021: $80,4082021Revenue 2022: $433,699Expenses 2022: $381,960Net Income 2022: $51,7392022Revenue 2023: $483,251Expenses 2023: $428,754Net Income 2023: $54,4972023Revenue 2024: $357,030Expenses 2024: $496,138Net Income 2024: -$139,1082024Revenue 2025: $349,687Expenses 2025: $401,070Net Income 2025: -$51,3832025

Highlighted filing

2022

Revenue$433,699
Expenses$381,960
Net Income$51,739
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Feb 8, 2023
Return Version
2021v4.1
Gross Receipts
$433,699
Mission and Program Overview

Mission

The santa rosa professional educators is a professional organization dedicated to serving the santa rosa county school district personnel. Our mission is to provide continued support to our members while working cohesively with the santa rosa county school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$347,164$398,903▲ $51,739
Cash and Non-Interest-Bearing Accounts$226,656$254,354▲ $27,698
Land, Buildings, and Equipment, Net$102,212$100,856▼ $1,356
Accounts Receivable$14,505$35,023▲ $20,518
Savings and Temporary Cash Investments$30,054$30,058▲ $4
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$374,156$420,568▲ $46,412
Other Assets Total$729$277▼ $452
Liabilities
Mortgage Notes Payable Secured by Investment Property$23,282$17,603▼ $5,679
Accounts Payable and Accrued Expenses$3,709$4,061▲ $352
Other Liabilities$1$1→ $0
Total Liabilities$26,992$21,665▼ $5,327
Net Assets / Fund Balance
Total Net Assets Fund Balance$347,164$398,903▲ $51,739
Total Liabilities and Net Assets / Fund Balance$374,156$420,568▲ $46,412

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$57,832$27,595$85,427
Land$37,400-$37,400
Leasehold Improvements$4,057$1,015$5,072
Equipment$1,512$3,456$4,968
Other Land Buildings$55$2,819$2,874
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Anna NeeseExecutive DirectorFT$74,188$74,188
Rhonda ChaversEse/contract SpecialistFT$50,966$50,966
Daniel NeeseOffice ManagerFT$40,337$40,337
David GodwinPresidentFT$14,899$14,899

Board Members and Trustees

NameTitle
Marie Bodi LocklinVice President
Andrea GutshellDirector
Bonni BillingsDirector
Jo Lynn WileyDirector
Landra MccraryDirector
Ruth BlackmanDirector
Tamela StricklandSecretary
Susan CrawfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$433,695
Program Service Revenue
$0
Investment Income
$4
Other Revenue
$0
Change in Net Assets
$51,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$182,789
Salaries, Compensation, and Employee Benefits$172,350
Grants and Similar Amounts Paid$3,231
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$135,273$45,117-$180,390
Insurance$80,165$1,397-$81,562
Benefits to Members$23,590--$23,590
Fees for Services Legal$19,875--$19,875
All Other Expenses$3,225$10,816-$14,041
Payroll Taxes$9,358$3,120-$12,478
Other Expenses$5,217$9,632-$5,217
Office Expenses$3,641$1,214-$4,855
Grants to Domestic Orgs$3,231--$3,231
Depreciation Depletion$2,922--$2,922
Conferences and Meetings$2,471--$2,471
Fees for Services Accounting-$2,317-$2,317
Interest$1,208--$1,208
Other Salaries and Wages$-15,388$-5,130-$-20,518
Total Functional Expenses$313,477$68,483$0$381,960
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
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Anna neese and daniel neese are related”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The organization has voting members that make up the executive board”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Members of the governing body are independent. They do not delegate broad authority to an executive committee.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is made available to the board of trustees, reviewed and approved at a board meeting before filing”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All returns, doctrines, policies etc are available in the organizations office for veiwing.”

Filing and Contact Details

Filer

Filer Name
Santa Rosa Professional Educators Inc
EIN
59-1633164
Phone
8506235877
Address
6798 CAROLINE ST, MILTON, FL 32570

Signing Officer

Name
David Godwin
Title
President
Signed
2023-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Godwin
Formed
1968
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
8
Employees
3

Preparer

Firm
Sport & Wheat CPA Pa
Address
5060 WOODBINE RD, PACE, FL 32571
Preparer
Timothy D Wheat
Phone
8509959235
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01214
IRS990/OfficeExpensesGrp/ProgramServicesAmt03641
IRS990/OfficeExpensesGrp/TotalAmt04855
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
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IRS990/OtherExpensesGrp/Desc2TELEPHONE
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IRS990/OtherExpensesGrp/ProgramServicesAmt025029
IRS990/OtherExpensesGrp/ProgramServicesAmt113660
IRS990/OtherExpensesGrp/ProgramServicesAmt25217
IRS990/OtherExpensesGrp/TotalAmt025029
IRS990/OtherExpensesGrp/TotalAmt113660
IRS990/OtherExpensesGrp/TotalAmt29632
IRS990/OtherExpensesGrp/TotalAmt35217
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherLiabilitiesGrp/EOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0-5130
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0-15388
IRS990/OtherSalariesAndWagesGrp/TotalAmt0-20518
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03120
IRS990/PayrollTaxesGrp/ProgramServicesAmt09358
IRS990/PayrollTaxesGrp/TotalAmt012478
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DAVID GODWIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTINUED NEGOTIATIONS WITH THE SANTA ROSA SCHOOL BOARDCONTINUED TO SUPPORT MEMEBERS BY WRITING AND FILING GRIEVANCES WITH THE SCHOOL BOARDCONTIUNED TO HAVE LEGAL SUPPORT FOR MEMBERS AND NEGOTIATIONS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0432191
IRS990/PYGrantsAndSimilarPaidAmt03235
IRS990/PYInvestmentIncomeAmt0154
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0180035
IRS990/PYRevenuesLessExpensesAmt068411
IRS990/PYSalariesCompEmpBnftPaidAmt0180664
IRS990/PYTotalExpensesAmt0363934
IRS990/PYTotalRevenueAmt0432345
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt051739
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0398903
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030054
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030058
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt057832
IRS990ScheduleD/BuildingsGrp/DepreciationAmt027595
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt085427
IRS990ScheduleD/EquipmentGrp/BookValueAmt01512
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03456
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04968
IRS990ScheduleD/LandGrp/BookValueAmt037400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt037400
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04057
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01015
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05072
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt055
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02819
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02874
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0100856
IRS990ScheduleD/TotalLiabilityAmt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNA NEESE AND DANIEL NEESE ARE RELATED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS VOTING MEMBERS THAT MAKE UP THE EXECUTIVE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE GOVERNING BODY ARE INDEPENDENT. THEY DO NOT DELEGATE BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES, REVIEWED AND APPROVED AT A BOARD MEETING BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL RETURNS, DOCTRINES, POLICIES ETC ARE AVAILABLE IN THE ORGANIZATIONS OFFICE FOR VEIWING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0374156
IRS990/TotalAssetsGrp/EOYAmt0420568
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0433695
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068483
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0313477
IRS990/TotalFunctionalExpensesGrp/TotalAmt0381960
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026992
IRS990/TotalLiabilitiesEOYAmt021665
IRS990/TotalLiabilitiesGrp/BOYAmt026992
IRS990/TotalLiabilitiesGrp/EOYAmt021665
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0347164
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0398903
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0180390
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0433699
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0374156
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0420568
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06798 CAROLINE ST
IRS990/USAddress/CityNm0MILTON
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032570
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$420,568
Liabilities
$21,665
Net assets
$398,903
Revenue
$433,699
Expenses
$381,960
Net income
$51,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.72$0.09$2.63$3.50$4.01$0.51
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.21$3.14$3.57$4.96$1.39
2023Detailed filing. Detailed filing data is available for this year.$4.70$0.17$4.53$4.83$4.29$0.54
2022Detailed filing. Detailed filing data is available for this year.$4.21$0.22$3.99$4.34$3.82$0.52
2021Detailed filing. Detailed filing data is available for this year.$3.74$0.27$3.47$4.32$3.52$0.80
2020Summary only. Only limited summary data is available for this year.$2.98$0.31$2.67$4.31$3.59$0.72
2019Detailed filing. Detailed filing data is available for this year.$2.29$0.35$1.94$3.78$3.36$0.43
2018Summary only. Only limited summary data is available for this year.$1.89$0.37$1.52$3.44$3.77$0.33
2013Summary only. Only limited summary data is available for this year.$1.38$0.57$0.81$5.44$5.46$0.02