Civic Intelligence

Florida Education Association Sumter County Education Association

990EZ • Fiscal year 2018 • EIN 59-1823861

Sep 01, 2017 to Aug 31, 2018 • Filed on Feb 16, 2019

Organization ProfileN/A
2801 SW College RoadOcala, FL 34474

(352) 237-6275

Siviq Scores

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

Liabilities / Assets

94th percentile

0.27x

Higher debt load relative to assets than 94% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

97th percentile

0.61x

Higher debt load relative to revenue than 97% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-23%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

56th percentile

$2,015

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-9.1%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

3.2%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$57,736

Down $5,796 (-9.1%) from 2017

Net Assets

Down

$42,008

Down $6,033 (-13%) from 2017

Liabilities

Up

$15,728

Up $237 (+1.5%) from 2017

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin8th percentile

Revenue

Up

$25,617

Up $783 (+3.2%) from 2017

Expenses

Up

$31,600

Up $1,920 (+6.5%) from 2017

Net Income

Down

-$5,983

Down $1,137 (-23%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$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

2018

Assets$57,736
Liabilities$15,728
Net Assets$42,008
Open 2018 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$25,617
Expenses$31,600
Net Income-$5,983
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Feb 16, 2019
Return Version
2017v2.2
Gross Receipts
$25,617
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 Statutes, to ensure fair compensation, reasonable performance standards, and a clear articulation of employee rights for 255 instructional public education employees.--
Provided professional staff representation of union members during administrative meetings with management, arranged for legal representation when warranted, and ensured contract maintenance through the timely filing of grievances when the contract was violated, or statutes were not followed.--
Provided leadership training and job-related staff development activities to union members in such areas as worksite organizing, managing anti-social behavior, building effective home-school relationships, Thinking mathematics, and Foundations of Effective Teaching.--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN HAIRSTON TRAGESSERPresidentPT$2,015-$2,015
KIM SOMMERSDORFVice PresidentPT$750-$750
VERNELLMA AUSTINTreasurerPT$750-$750
PEGGY FURTADOSecretaryPT$175-$175
Filing and Contact Details

Filer

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

Signing Officer

Name
Christopher Altobello
Title
Service Unit Director
Phone
3522376275
Signed
2019-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Kelley King & Associates Pa
Address
1549 COLONIAL DRIVE, TALLAHASSEE, FL 32303
Preparer
Tina L King
Phone
8506817300
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Scholarships; Educational; : , , , ; , 3500.”

Form 990EZ, Part I, Line 16

“Bargaining 423.”

Form 990EZ, Part I, Line 16

“Conferences 11598.”

Form 990EZ, Part I, Line 16

“Governance 5421.”

Form 990EZ, Part I, Line 16

“Membership 4240.”

Form 990EZ, Part I, Line 16

“Office Supplies 256.”

Form 990EZ, Part I, Line 16

“Depreciation 569.”

Form 990EZ, Part I, Line 20

“Unrealized loss on investments. -50.”

Form 990EZ, Part II, Line 24

“Investments 1169. 1119.”

Form 990EZ, Part II, Line 24

“Technology Grant Receivable 1200. 0.”

Form 990EZ, Part II, Line 24

“Miscellaneous Receivables 560. 0.”

Form 990EZ, Part II, Line 24

“Prepaid Expenses 402. 172.”

Form 990EZ, Part II, Line 26

“Due to Affiliates 13446. 13529.”

Form 990EZ, Part II, Line 26

“Deferred Dues 2045. 2199.”

Raw XML Appendix146 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
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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/BOYAmt058087
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IRS990EZ/ExcessOrDeficitForYearAmt0-5983
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt03500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt025617
IRS990EZ/GroupExemptionNum03082
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0363
IRS990EZ/LandAndBuildingsGrp/BOYAmt02114
IRS990EZ/LandAndBuildingsGrp/EOYAmt01545
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024454
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048041
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042008
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2175
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN HAIRSTON TRAGESSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM SOMMERSDORF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PEGGY FURTADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VERNELLMA AUSTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03331
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01291
IRS990EZ/OtherChangesInNetAssetsAmt0-50
IRS990EZ/OtherExpensesTotalAmt022507
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION FOR PUBLIC SCHOOL EMPLOYEES
IRS990EZ/PrintingPublicationsPostageAmt0446
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Engaged in collective bargaining of the school district's master contract, under Chapter 447, Florida Statutes, to ensure fair compensation, reasonable performance standards, and a 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 for legal representation when warranted, and ensured contract maintenance through the timely filing of grievances when the contract was violated, or statutes were not followed.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided leadership training and job-related staff development activities to union members in such areas as worksite organizing, managing anti-social behavior, building effective home-school relationships, Thinking mathematics, and Foundations of Effective Teaching.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt05147
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015491
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015728
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031600
IRS990EZ/TotalRevenueAmt025617
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships; Educational; : , , , ; , 3500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bargaining 423.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences 11598.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governance 5421.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership 4240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Supplies 256.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation 569.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Unrealized loss on investments. -50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Investments 1169. 1119.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Technology Grant Receivable 1200. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous Receivables 560. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prepaid Expenses 402. 172.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Due to Affiliates 13446. 13529.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Deferred Dues 2045. 2199.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER ALTOBELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SERVICE UNIT DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03522376275
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Florida Education Association SUMTER COUNTY EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0591823861
ReturnHeader/Filer/PhoneNum03522376275
ReturnHeader/Filer/USAddress/AddressLine1Txt02801 SW COLLEGE ROAD
ReturnHeader/Filer/USAddress/CityNm0OCALA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034474
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0174028B1A47AFD4C21617EC50E9C6F0F7345CCFA
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.163.239.229
ReturnHeader/FilingSecurityInformation/IPDt02019-02-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:03:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLEY KING & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01549 COLONIAL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032303
ReturnHeader/PreparerPersonGrp/PhoneNum08506817300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA L KING
ReturnHeader/ReturnTs02019-02-20T17:04:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,736
Liabilities
$15,728
Net assets
$42,008
Revenue
$25,617
Expenses
$31,600
Net income
-$5,983
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