Liabilities / Assets
97th percentile
Higher debt load relative to assets than 97% of similar nonprofits.
Florida Education Association Sumter County Education Association
990EZ • Fiscal year 2020 • EIN 59-1823861
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.48x
Liabilities / Revenue
98th percentile
Higher debt load relative to revenue than 98% of similar nonprofits.
Net Margin
27th percentile
Higher net margin than 27% of similar nonprofits.
Top Officer Pay
99th percentile
Higher top officer pay than 99% of similar nonprofits.
Top officer pay equals 543.7% of source-year revenue.
Asset Growth
65th percentile
Faster asset growth than 65% of similar nonprofits.
Revenue Growth
63rd percentile
Faster revenue growth than 63% of similar nonprofits.
Balance Sheet
Assets
Up$72,566
Up $9,158 (+14%) from 2019
Net Assets
$37,413
No earlier filing loaded for comparison.
Liabilities
Up$35,153
Up $5,564 (+19%) from 2019
Revenue And Expenses
Revenue
Up$31,445
Up $438 (+1.4%) from 2019
Expenses
Down$31,361
Down $7,903 (-20%) from 2019
Net Income
Up$84
Up $8,341 (+101%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2019 to Aug 31, 2020
- Signed
- Mar 3, 2021
- Return Version
- 2019v5.1
- Gross Receipts
- $31,445
Mission and Program Overview
Mission
Labor union for public school employees
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Engaged in collective bargaining of the school district's master contract, under Chapter 447, FloridaStatutes, to ensure fair compensation, reasonable performance standards, and a clear articulation ofemployee 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 maintenancethrough 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 suchareas as worksite organizing, managing anti-social behavior, building effective home-schoolrelationships, Thinking mathematics, and Foundations of Effective Teaching. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Christopher Altobello | Service Unit Director | FT | $0 | $170,956 | $170,956 |
| Kathleen Hairston Tragesser | President | PT | $4,410 | - | $4,410 |
| Vernellma Austin | Treasurer | PT | $975 | - | $975 |
| Peggy Furtado | Secretary | PT | $950 | - | $950 |
| Kim Sommersdorf | Vice President | PT | $775 | - | $775 |
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
- 2021-03-03
- 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
Other
“Line F. Group Exemption Number 3082 This is a stand-alone return for Florida Education Association - Sumter County Education Association.”
Form 990EZ, Part I, Line 10
“Educational; Scholarship; : , , , ; , 1750.”
Form 990EZ, Part I, Line 16
“Bargaining 72.”
Form 990EZ, Part I, Line 16
“Conferences 8033.”
Form 990EZ, Part I, Line 16
“Governance 5312.”
Form 990EZ, Part I, Line 16
“Membership 7687.”
Form 990EZ, Part I, Line 16
“Office Supplies 372.”
Form 990EZ, Part I, Line 16
“Depreciation 968.”
Form 990EZ, Part I, Line 20
“Correction of prior year dues revenues. 3627.”
Form 990EZ, Part I, Line 20
“Unrealized losses on investments. -117.”
Form 990EZ, Part II, Line 24
“Dues Receivable 0. 7990.”
Form 990EZ, Part II, Line 24
“Investments 1187. 1070.”
Form 990EZ, Part II, Line 24
“Technology Grant Receivable 2400. 1200.”
Form 990EZ, Part II, Line 24
“Prepaid Expenses 890. 302.”
Form 990EZ, Part II, Line 26
“Accounts Payable 12903. 34553.”
Form 990EZ, Part II, Line 26
“Due to Affiliates 14268. 0.”
Form 990EZ, Part II, Line 26
“Deferred Dues 2418. 0.”
Form 990EZ, Part II, Line 26
“Grants for Future Years 0. 600.”
Raw XML Appendix162 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | United Service Unit |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3522376275 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2801 SW College Road STE 14 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Ocala |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 34474 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 55536 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 59577 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 300 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 84 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 63408 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 72566 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 1750 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 31445 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/GroupExemptionNum | 0 | 3082 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 3395 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 2427 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 27809 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 33819 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 37413 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 33819 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 37413 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 4410 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 775 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 950 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 975 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 95142 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 75814 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Kathleen Hairston Tragesser |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Kim Sommersdorf |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Peggy Furtado |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Vernellma Austin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Christopher Altobello |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Service Unit Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 4477 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 10562 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 3510 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 22444 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | LABOR UNION FOR PUBLIC SCHOOL EMPLOYEES |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 367 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 3336 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Engaged in collective bargaining of the school district's master contract, under Chapter 447, FloridaStatutes, to ensure fair compensation, reasonable performance standards, and a clear articulation ofemployee rights for 255 instructional public education employees. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Provided professional staff representation of union members during administrative meetings with management, arranged for legal representation when warranted, and ensured contract maintenancethrough the timely filing of grievances when the contract was violated, or statutes were not followed. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Provided leadership training and job-related staff development activities to union members in suchareas as worksite organizing, managing anti-social behavior, building effective home-schoolrelationships, Thinking mathematics, and Foundations of Effective Teaching. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 6800 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 29589 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 35153 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 31361 |
| IRS990EZ/TotalRevenueAmt | 0 | 31445 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Line F. Group Exemption Number 3082 This is a stand-alone return for Florida Education Association - Sumter County Education Association. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Educational; Scholarship; : , , , ; , 1750. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Bargaining 72. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Conferences 8033. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Governance 5312. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Membership 7687. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Office Supplies 372. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Depreciation 968. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Correction of prior year dues revenues. 3627. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Unrealized losses on investments. -117. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Dues Receivable 0. 7990. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Investments 1187. 1070. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Technology Grant Receivable 2400. 1200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Prepaid Expenses 890. 302. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Accounts Payable 12903. 34553. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | Due to Affiliates 14268. 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | Deferred Dues 2418. 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | Grants for Future Years 0. 600. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part I, Line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990EZ, Part I, Line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Form 990EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Form 990EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Form 990EZ, Part II, Line 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Form 990EZ, Part II, Line 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Form 990EZ, Part II, Line 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | Form 990EZ, Part II, Line 26 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Christopher Altobello |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Service Unit Director |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3522376275 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-03-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Florida Education Association SUMTER COUNTY EDUCATION ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FLOR |
| ReturnHeader/Filer/EIN | 0 | 591823861 |
| ReturnHeader/Filer/PhoneNum | 0 | 3522376275 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2801 SW COLLEGE ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | OCALA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 34474 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | KELLEY KING & ASSOCIATES PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1549 COLONIAL DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TALLAHASSEE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 32303 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8506817300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-03-31 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TINA L KING |
| ReturnHeader/ReturnTs | 0 | 2021-03-31T09:15:47-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-08-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $72,566
- Liabilities
- $35,153
- Net assets
- $37,413
- Revenue
- $31,445
- Expenses
- $31,361
- Net income
- $84