Civic Intelligence

Santa Rosa Professional Educators Inc

990 • Fiscal year 2021 • EIN 59-1633164

Sep 01, 2020 to Aug 31, 2021 • 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

86th percentile

0.08x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.06x

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

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

61st percentile

15%

Higher net margin than 61% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

94th percentile

$69,262

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

52nd percentile

0.2%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$374,156

Up $76,012 (+25%) from 2020

Net Assets

Up

$347,164

Up $80,408 (+30%) from 2020

Liabilities

Down

$26,992

Down $4,396 (-14%) from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin61st percentile

Revenue

Up

$432,345

Up $1,068 (+0.2%) from 2020

Expenses

Down

$351,937

Down $6,910 (-1.9%) from 2020

Net Income

Up

$80,408

Up $7,978 (+11%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2021

Assets$374,156
Liabilities$26,992
Net Assets$347,164
Open 2021 Filing

Operations Trend

Revenue Growth52nd 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

2021

Revenue$432,345
Expenses$351,937
Net Income$80,408
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Feb 8, 2023
Return Version
2020v4.0
Gross Receipts
$432,345
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$266,756$347,164▲ $80,408
Cash and Non-Interest-Bearing Accounts$162,721$226,656▲ $63,935
Land, Buildings, and Equipment, Net$105,069$102,212▼ $2,857
Savings and Temporary Cash Investments$30,077$30,054▼ $23
Accounts Receivable-$14,505-
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$298,144$374,156▲ $76,012
Other Assets Total$277$729▲ $452
Liabilities
Mortgage Notes Payable Secured by Investment Property$27,662$23,282▼ $4,380
Accounts Payable and Accrued Expenses$3,726$3,709▼ $17
Other Liabilities-$1-
Total Liabilities$31,388$26,992▼ $4,396
Net Assets / Fund Balance
Total Net Assets Fund Balance$266,756$347,164▲ $80,408
Total Liabilities and Net Assets / Fund Balance$298,144$374,156▲ $76,012

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$60,022$25,405$85,427
Land$37,400-$37,400
Leasehold Improvements$4,508$564$5,072
Equipment$214$4,307$4,521
Other Land Buildings$68$2,806$2,874
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rhonda ChaversPresidentFT$69,262$69,262
Anna NeeseExecutive DirectorFT$61,986$61,986
Daniel NeeseOffice ManagerFT$37,446$37,446

Board Members and Trustees

NameTitle
Marie Bodi LocklinVice President
Andrea GutshellDirector
Carol RichDirector
David GodwinDirector
Jo Lynn WileyDirector
Landra MccraryDirector
Ruth BlackmanDirector
Tammy StricklandSecretary
Susan CrawfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$432,191
Program Service Revenue
$0
Investment Income
$154
Other Revenue
$0
All Other Contributions
$100
Change in Net Assets
$80,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$182,543
Salaries, Compensation, and Employee Benefits$166,159
Grants and Similar Amounts Paid$3,235
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$168,694
Insurance$82,668$1,971-$84,639
Fees for Services Legal$19,332--$19,332
Payroll Taxes---$11,970
All Other Expenses$3,483$5,327-$8,810
Other Expenses$6,642$7,461-$6,642
Office Expenses$3,498$1,168-$4,666
Fees for Services Accounting-$3,296-$3,296
Grants to Domestic Orgs$3,235--$3,235
Depreciation Depletion-$2,857-$2,857
Interest$2,508--$2,508
Other Salaries and Wages$-10,879$-3,626-$-14,505
Total Functional Expenses$131,092$40,181$0$351,937
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
Subject to proxy tax
No
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 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
11
Independent Board Members
7
Employees
3

Preparer

Firm
Sport & Wheat CPA Pa
Address
5060 WOODBINE RD, PACE, FL 32571
Preparer
Timothy D Wheat
Phone
8509959235
Supplemental Narrative

Additional Explanations

Amended Explanation

“Amended to reflect the employee retention credit”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0277
IRS990/OtherAssetsTotalGrp/EOYAmt0729
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0REPAIRS
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3NEGOTIATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021727
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17461
IRS990/OtherExpensesGrp/ProgramServicesAmt020605
IRS990/OtherExpensesGrp/ProgramServicesAmt16642
IRS990/OtherExpensesGrp/TotalAmt021727
IRS990/OtherExpensesGrp/TotalAmt120605
IRS990/OtherExpensesGrp/TotalAmt27461
IRS990/OtherExpensesGrp/TotalAmt36642
IRS990/OtherLiabilitiesGrp/EOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0-3626
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0-10879
IRS990/OtherSalariesAndWagesGrp/TotalAmt0-14505
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt011970
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/PYContributionsGrantsAmt0430997
IRS990/PYGrantsAndSimilarPaidAmt04295
IRS990/PYInvestmentIncomeAmt0280
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0182478
IRS990/PYRevenuesLessExpensesAmt072430
IRS990/PYSalariesCompEmpBnftPaidAmt0172074
IRS990/PYTotalExpensesAmt0358847
IRS990/PYTotalRevenueAmt0431277
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt080408
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0266756
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0347164
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030077
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030054
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt060022
IRS990ScheduleD/BuildingsGrp/DepreciationAmt025405
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt085427
IRS990ScheduleD/EquipmentGrp/BookValueAmt0214
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04307
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04521
IRS990ScheduleD/LandGrp/BookValueAmt037400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt037400
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04508
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0564
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05072
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt068
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02806
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02874
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0102212
IRS990ScheduleD/TotalLiabilityAmt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS VOTING MEMBERS THAT MAKE UP THE EXECUTIVE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE GOVERNING BODY ARE INDEPENDENT. THEY DO NOT DELEGATE BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES, REVIEWED AND APPROVED AT A BOARD MEETING BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL RETURNS, DOCTRINES, POLICIES ETC ARE AVAILABLE IN THE ORGANIZATIONS OFFICE FOR VEIWING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AMENDED TO REFLECT THE EMPLOYEE RETENTION CREDIT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Amended Explanation
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0298144
IRS990/TotalAssetsEOYAmt0374156
IRS990/TotalAssetsGrp/BOYAmt0298144
IRS990/TotalAssetsGrp/EOYAmt0374156
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0432191
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040181
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0131092
IRS990/TotalFunctionalExpensesGrp/TotalAmt0351937
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031388
IRS990/TotalLiabilitiesEOYAmt026992
IRS990/TotalLiabilitiesGrp/BOYAmt031388
IRS990/TotalLiabilitiesGrp/EOYAmt026992
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0266756
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0347164
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0168694
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0154
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0432345
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0298144
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0374156
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06798 CAROLINE ST
IRS990/USAddress/CityNm0MILTON
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032570
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt07
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
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID GODWIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA ROSA PROFESSIONAL EDUCATORS INC
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0591633164
ReturnHeader/Filer/PhoneNum08506235877
ReturnHeader/Filer/USAddress/AddressLine1Txt06798 CAROLINE ST

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$374,156
Liabilities
$26,992
Net assets
$347,164
Revenue
$432,345
Expenses
$351,937
Net income
$80,408
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