Civic Intelligence

Florida Education Association Sumter County Education Association

EIN 59-1823861 • 501(c)5 • Ocala, FL

Profile

Labor union for public school employees

2801 SW College Road 14Ocala, FL 34474

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2025

Net Margin

91st percentile

39%

Higher net margin than 91% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

58th percentile

$2,600

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2025

Asset Growth

86th percentile

23%

Faster asset growth than 86% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

84th percentile

21%

Faster revenue growth than 84% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$65,193

Up $12,161 (+23%) from 2024

Liabilities

Down

$0

Down $990 (-100%) from 2024

Net Assets

Up

$65,193

Up $13,151 (+25%) from 2024

Operations
Liabilities / Revenue60th percentileNet Margin91st percentile

Revenue

Up

$33,546

Up $5,710 (+21%) from 2024

Expenses

Down

$20,420

Down $991 (-4.6%) from 2024

Net Income

Up

$13,126

Up $6,701 (+104%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$100K$50K$0Assets 2010: $41,409Liabilities 2010: $16,425Net Assets 2010: $24,9842010Assets 2011: $37,242Net Assets 2011: $37,2422011Assets 2013: $74,569Liabilities 2013: $12,0352013Assets 2015: $81,866Liabilities 2015: $26,4762015Assets 2016: $80,690Liabilities 2016: $12,781Net Assets 2016: $67,9092016Assets 2017: $63,532Liabilities 2017: $15,491Net Assets 2017: $48,0412017Assets 2018: $57,736Liabilities 2018: $15,728Net Assets 2018: $42,0082018Assets 2019: $63,408Liabilities 2019: $29,5892019Assets 2020: $72,566Liabilities 2020: $35,153Net Assets 2020: $37,4132020Assets 2021: $66,181Liabilities 2021: $21,237Net Assets 2021: $44,9442021Assets 2022: $64,927Liabilities 2022: $15,253Net Assets 2022: $49,6742022Assets 2023: $60,485Liabilities 2023: $15,013Net Assets 2023: $45,4722023Assets 2024: $53,032Liabilities 2024: $990Net Assets 2024: $52,0422024Assets 2025: $65,193Liabilities 2025: $0Net Assets 2025: $65,1932025

Highlighted filing

2025

Assets$65,193
Liabilities$0
Net Assets$65,193
Open 2025 Filing

Operations Trend

Revenue Growth84th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $22,397Expenses 2010: $18,908Net Income 2010: $3,4892010Revenue 2011: $31,585Expenses 2011: $19,135Net Income 2011: $12,4502011Revenue 2013: $28,286Expenses 2013: $18,877Net Income 2013: $9,4092013Revenue 2015: $22,418Expenses 2015: $22,724Net Income 2015: -$3062015Revenue 2016: $41,473Expenses 2016: $28,767Net Income 2016: $12,7062016Revenue 2017: $24,834Expenses 2017: $29,680Net Income 2017: -$4,8462017Revenue 2018: $25,617Expenses 2018: $31,600Net Income 2018: -$5,9832018Revenue 2019: $31,007Expenses 2019: $39,264Net Income 2019: -$8,2572019Revenue 2020: $31,445Expenses 2020: $31,361Net Income 2020: $842020Revenue 2021: $30,339Expenses 2021: $22,613Net Income 2021: $7,7262021Revenue 2022: $31,512Expenses 2022: $26,657Net Income 2022: $4,8552022Revenue 2023: $24,897Expenses 2023: $29,174Net Income 2023: -$4,2772023Revenue 2024: $27,836Expenses 2024: $21,411Net Income 2024: $6,4252024Revenue 2025: $33,546Expenses 2025: $20,420Net Income 2025: $13,1262025

Highlighted filing

2025

Revenue$33,546
Expenses$20,420
Net Income$13,126
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,193
Liabilities
$0
Net assets
$65,193
Revenue
$33,546
Expenses
$20,420
Net income
$13,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$65.2$0.00$65.2$33.5$20.4$13.1
2024Detailed filing. Detailed filing data is available for this year.$53.0$0.99$52.0$27.8$21.4$6.43
2023Detailed filing. Detailed filing data is available for this year.$60.5$15.0$45.5$24.9$29.2$4.28
2022Detailed filing. Detailed filing data is available for this year.$64.9$15.3$49.7$31.5$26.7$4.86
2021Detailed filing. Detailed filing data is available for this year.$66.2$21.2$44.9$30.3$22.6$7.73
2020Detailed filing. Detailed filing data is available for this year.$72.6$35.2$37.4$31.4$31.4$0.08
2019Summary only. Only limited summary data is available for this year.$63.4$29.6$31.0$39.3$8.26
2018Detailed filing. Detailed filing data is available for this year.$57.7$15.7$42.0$25.6$31.6$5.98
2017Detailed filing. Detailed filing data is available for this year.$63.5$15.5$48.0$24.8$29.7$4.85
2016Detailed filing. Detailed filing data is available for this year.$80.7$12.8$67.9$41.5$28.8$12.7
2015Summary only. Only limited summary data is available for this year.$81.9$26.5$22.4$22.7$0.31
2013Summary only. Only limited summary data is available for this year.$74.6$12.0$28.3$18.9$9.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.2$37.2$31.6$19.1$12.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.4$16.4$25.0$22.4$18.9$3.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 18, 2025
Return Version
2024v5.2
Gross Receipts
$33,546
Mission and Program Overview

Mission

Labor union for public school employees

Program Services

DescriptionGrantsExpenses
ENGAGED IN COLLECTIVE BARGAINING OF THE SCHOOL DISTRICT'S MASTER CONTRACT, UNDER CHAPTER 447, FLORIDA STATUES, TO ENSURE FAIR COMPETITION, REASONABLE PERFORMANCE STANDARDS, AND CLEAR ARTICULATION OF EMPLOYEE RIGHTS FOR 255 INSTRUCTIONAL PUBLIC EDUCATION EMPLOYEES.$0$0
PROVIDED PROFESSIONAL STAFF REPRESENTATION OF UNION MEMBERS DURING ADMINISTRATIVE MEETINGS WITH MANAGEMENT, ARRANGED LEGAL REPRESENTATION WHEN WARRANTED, AND ENSURED CONTRACT MAINTENANCE THROUGH THE TIMELY FILING OF GRIEVANCES WHEN THE CONTRACT WAS VIOLATED, OR STATUES WERE NOT FOLLOWED.$0$0
PROVIDED LEADERSHIP TRAINING AND JOB-RELATED STAFF DEVLOPMENT ACTIVITIES TO UNION MEMBERS IN SUCH AREAS AS WORKSITE ORGANIZING, MANAGING ANTI-SOCIAL BEHAVIOR, BUILDING EFFECTIVE HOME-SCHOOL RELATIONS AND INTEGRATION OF TECHNOLOGY IN THE CLASSROOM.$0$0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM SOMMERSDORFPresidentPT$2,600-$2,600
NEIL BALLVice PresidentPT$800-$800
PEGGY FURTADOSecretary/TreasurerPT$800-$800
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$0
Filing and Contact Details

Filer

Filer Name
Florida Education Association
EIN
59-1823861
Phone
3522376275
Address
2801 SW COLLEGE ROAD 14, OCALA, FL 34474

Signing Officer

Name
Kim Sommersdorf
Title
President
Phone
3522376275
Signed
2025-12-18
Discuss with paid preparer
Yes

Preparer

Firm
Schafer Tschopp Whitcomb Et Al
Address
541 S ORLANDO AVENUE SUITE 312, MAITLAND, FL 32751
Preparer
Thomas Tschopp
Phone
4078752760
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income. Amount: 165.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: student scholarships. Amount of payment: 2,500.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bargaining. Amount: 61. Description: conferences. Amount: 1,972. Description: governance. Amount: 3,492. Description: membership. Amount: 5,012. Description: office supplies. Amount: 2,414. Description: depreciation. Amount: 303. Total to form 990-ez, line 16: 13,254.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized. Amount: 25.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: . Beg. Of year amount: 1,352. End of year amount: 995.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: . Beg. Of year amount: 990. End of year amount: 0.”

Raw XML Appendix131 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UNITED SERVICE UNIT
IRS990EZ/BooksInCareOfDetail/PhoneNum03522376275
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02801 SW COLLEGE ROAD STE 14
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCALA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034474
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051680
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064198
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt013126
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053032
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065193
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02500
IRS990EZ/GrossReceiptsAmt033546
IRS990EZ/GroupExemptionNum03082
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0165
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt032781
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052042
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065193
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052042
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065193
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM SOMMERSDORF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NEIL BALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PEGGY FURTADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01352
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0995
IRS990EZ/OtherChangesInNetAssetsAmt025
IRS990EZ/OtherExpensesTotalAmt013254
IRS990EZ/PoliticalCampaignActyInd01
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION FOR PUBLIC SCHOOL EMPLOYEES
IRS990EZ/PrintingPublicationsPostageAmt0466
IRS990EZ/ProgramServiceRevenueAmt0600
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENGAGED IN COLLECTIVE BARGAINING OF THE SCHOOL DISTRICT'S MASTER CONTRACT, UNDER CHAPTER 447, FLORIDA STATUES, TO ENSURE FAIR COMPETITION, REASONABLE PERFORMANCE STANDARDS, AND CLEAR ARTICULATION OF EMPLOYEE RIGHTS FOR 255 INSTRUCTIONAL PUBLIC EDUCATION EMPLOYEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED PROFESSIONAL STAFF REPRESENTATION OF UNION MEMBERS DURING ADMINISTRATIVE MEETINGS WITH MANAGEMENT, ARRANGED LEGAL REPRESENTATION WHEN WARRANTED, AND ENSURED CONTRACT MAINTENANCE THROUGH THE TIMELY FILING OF GRIEVANCES WHEN THE CONTRACT WAS VIOLATED, OR STATUES WERE NOT FOLLOWED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED LEADERSHIP TRAINING AND JOB-RELATED STAFF DEVLOPMENT ACTIVITIES TO UNION MEMBERS IN SUCH AREAS AS WORKSITE ORGANIZING, MANAGING ANTI-SOCIAL BEHAVIOR, BUILDING EFFECTIVE HOME-SCHOOL RELATIONS AND INTEGRATION OF TECHNOLOGY IN THE CLASSROOM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt04200
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0990
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt020420
IRS990EZ/TotalRevenueAmt033546
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SUMTERCEA.FEA.AFT.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/PoliticalExpendituresAmt00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleC/VolunteerHoursCnt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: STUDENT SCHOLARSHIPS. AMOUNT OF PAYMENT: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BARGAINING. AMOUNT: 61. DESCRIPTION: CONFERENCES. AMOUNT: 1,972. DESCRIPTION: GOVERNANCE. AMOUNT: 3,492. DESCRIPTION: MEMBERSHIP. AMOUNT: 5,012. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 2,414. DESCRIPTION: DEPRECIATION. AMOUNT: 303. TOTAL TO FORM 990-EZ, LINE 16: 13,254.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED. AMOUNT: 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: . BEG. OF YEAR AMOUNT: 1,352. END OF YEAR AMOUNT: 995.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: . BEG. OF YEAR AMOUNT: 990. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM SOMMERSDORF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03522376275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORIDA EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUMTER COUNTY EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0591823861
ReturnHeader/Filer/PhoneNum03522376275
ReturnHeader/Filer/USAddress/AddressLine1Txt02801 SW COLLEGE ROAD 14
ReturnHeader/Filer/USAddress/CityNm0OCALA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034474
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261472386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHAFER TSCHOPP WHITCOMB ET AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0541 S ORLANDO AVENUE SUITE 312
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAITLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032751
ReturnHeader/PreparerPersonGrp/PhoneNum04078752760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS TSCHOPP
ReturnHeader/ReturnTs02025-12-18T11:28:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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