Civic Intelligence

Employers Association Forum Inc

EIN 59-2157213 • 501(c)6 • Lake Mary, FL

Profile

Member supported human resources trade association

43 Skyline DriveLake Mary, FL 32746

www.eafinc.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

26th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-67%

Higher net margin than 2% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

65th percentile

$86,632

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 45.2% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-48%

Faster revenue growth than 3% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $517,590 (-100%) from 2022

Liabilities

Down

$0

Down $9,098 (-100%) from 2022

Net Assets

Down

$0

Down $508,492 (-100%) from 2022

Revenue

Down

$191,506

Down $174,835 (-48%) from 2022

Expenses

Down

$319,692

Down $147,079 (-32%) from 2022

Net Income

Down

-$128,186

Down $27,756 (-28%) from 2022

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $699,186Liabilities 2011: $12,064Net Assets 2011: $687,1222011Assets 2012: $703,791Liabilities 2012: $12,655Net Assets 2012: $691,1362012Assets 2013: $737,973Liabilities 2013: $12,510Net Assets 2013: $725,4632013Assets 2014: $745,943Liabilities 2014: $10,215Net Assets 2014: $735,7282014Assets 2015: $730,151Liabilities 2015: $10,634Net Assets 2015: $719,5172015Assets 2016: $713,670Liabilities 2016: $11,634Net Assets 2016: $702,0362016Assets 2017: $674,580Liabilities 2017: $11,771Net Assets 2017: $662,8092017Assets 2018: $637,944Liabilities 2018: $11,232Net Assets 2018: $626,7122018Assets 2019: $607,413Liabilities 2019: $12,489Net Assets 2019: $594,9242019Assets 2020: $641,170Liabilities 2020: $25,497Net Assets 2020: $615,6732020Assets 2021: $768,888Liabilities 2021: $159,966Net Assets 2021: $608,9222021Assets 2022: $517,590Liabilities 2022: $9,098Net Assets 2022: $508,4922022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $627,489Expenses 2011: $600,406Net Income 2011: $27,0832011Revenue 2012: $567,507Expenses 2012: $563,493Net Income 2012: $4,0142012Revenue 2013: $605,481Expenses 2013: $571,154Net Income 2013: $34,3272013Revenue 2014: $565,177Expenses 2014: $554,912Net Income 2014: $10,2652014Revenue 2015: $571,304Expenses 2015: $587,515Net Income 2015: -$16,2112015Revenue 2016: $585,953Expenses 2016: $603,434Net Income 2016: -$17,4812016Revenue 2017: $529,955Expenses 2017: $569,182Net Income 2017: -$39,2272017Revenue 2018: $504,281Expenses 2018: $540,379Net Income 2018: -$36,0982018Revenue 2019: $508,426Expenses 2019: $540,214Net Income 2019: -$31,7882019Revenue 2020: $396,251Expenses 2020: $449,402Net Income 2020: -$53,1512020Revenue 2021: $381,883Expenses 2021: $388,634Net Income 2021: -$6,7512021Revenue 2022: $366,341Expenses 2022: $466,771Net Income 2022: -$100,4302022Revenue 2023: $191,506Expenses 2023: $319,692Net Income 2023: -$128,1862023

Highlighted filing

2023

Revenue$191,506
Expenses$319,692
Net Income-$128,186

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Jun 30, 2023
Signed
Aug 23, 2023
Return Version
2022v5.0
Gross Receipts
$522,937
Mission and Program Overview

Mission

Member supported human resources trade association

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$237,291--
Accounts Receivable$45,481--
Land, Buildings, and Equipment, Net$43--
Investments Other Securities$10--
Total Assets$517,590$0▼ $517,590
Other Assets Total$234,765--
Liabilities
Accounts Payable and Accrued Expenses$9,098--
Total Liabilities$9,098$0▼ $9,098
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$508,492--
Total Net Assets Fund Balance$508,492$0▼ $508,492
Total Liabilities and Net Assets / Fund Balance$517,590$0▼ $517,590
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rita K MannyPresidentFT$73,144$13,488$86,632

Board Members and Trustees

NameTitle
Amy LeinDirector
Billy HessDirector
Danny RamosDirector
Dr Lataisha MackDirector
Janette EstepDirector
Jill HillDirector
Kristin ChapmanDirector
Kristina MootyDirector
Missy KessingerDirector
Molly HudsonDirector
Pamela McgeeDirector
Stacy BrooksDirector
Wendy AcevedoDirector
Wendy RitcheyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$190,282
Investment Income
$1,210
Other Revenue
$14
Change in Net Assets
$-128,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$226,876
Other Expenses$92,816
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$137,422
Current Officers, Directors, Trustees, and Key Employees---$73,144
Occupancy---$39,862
Insurance---$19,078
Fees for Services Accounting---$18,420
Payroll Taxes---$16,310
Fees for Services Other---$5,847
Office Expenses---$5,463
Other Expenses---$2,748
Depreciation Depletion---$43
All Other Expenses---$-17,609
Total Functional Expenses$0$0$0$319,692
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
Yes
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, Page 6, Part VI, Line 7B

In accordance with article v, section 1 of by-laws of the employers association forum, inc. All members present at the annual meeting of the membership approve, ratify and confirm all lawful actions of said officers and board of directors during the year and approve all nominations for board members for the next three-year term for service on the board of directors.

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the president and the board of directors.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is presented and discussed at the first board of directors meeting each year by the organizations legal counsel. During the year all potential conflicts are evaluated by the president and reviewed with legal counsel.

Form 990, Page 6, Part VI, Line 15A

Compensation is reviewed annually and approved by the board of directors of the organization.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public at the office of the organization as indicated on page 1 of this information tax return

Filing and Contact Details

Filer

Filer Name
Employers Association Forum Inc
EIN
59-2157213
Phone
4072606556
Address
43 SKYLINE DRIVE, LAKE MARY, FL 32746

Signing Officer

Name
Rita K Manny
Title
President
Phone
3218329385
Signed
2023-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rita K Manny
Formed
1983
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
4

Preparer

Firm
Msh Cpas
Address
707 E COLONIAL DR, ORLANDO, FL 32803
Preparer
Donald K Hulslander CPA
Phone
4072280700
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

An association of employers organized to provide a forum for the purpose of creating and maintaining a stable environment of positve employer/employee relations in the business and hr community. This forum through research by the organization, allows for the exchange of information and ideas, keeping the public informed as to facts affecting employer/employee relations and personnel policies. The organization represents 330 member companies with almost 120,000 employees in virtually every business sector.

Form 990, Part XI, Line 9

Ppp loan due to covid 19 0 transfer to aaim in merger -380,306 total -380,306

Raw XML AppendixShowing 400 of 469 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.

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IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1ACCOUNTS RECEIVABLE
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc2RECEIVABLE-EAF SERVICE
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc3LEASE DEPOSIT
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc4OFFICE EQUIPMENT
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0AAIM MANAGEMENT SERVICES
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt1AAIM MANAGEMENT SERVICES
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt2AAIM MANAGEMENT SERVICES
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt3AAIM MANAGEMENT SERVICES
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt4AAIM MANAGEMENT SERVICES
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02023-06-30
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt12023-06-30
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt22023-06-30
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt32023-06-30
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt42023-06-30
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0430493922
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IRS990ScheduleN/DispositionOfAssetsDetail/EIN3430493922
IRS990ScheduleN/DispositionOfAssetsDetail/EIN4430493922
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt096574
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt139711
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt2240784
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt33570
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(C) (6)
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt1501(C)(6)
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IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt3501(C)(6)
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt4501(C)(6)
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IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt3BOOK
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt4BOOK
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt012851 MANCHESTER ROAD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt112851 MANCHESTER ROAD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt212851 MANCHESTER ROAD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt312851 MANCHESTER ROAD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt412851 MANCHESTER ROAD
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IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm3ST LOUIS
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm4ST LOUIS
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0MO
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IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0QUESTION 2A: JANETTE ESTEP AND DANNY RAMOS,DIRECTORS OF THE ORGANIZATION WILL BECOME DIRECTORS OF AAIM (THE SUCCESSOR ORGANIZATION). QUESTION 2B: RITA MANNY, PRESIDENT OF THE ORGANIZATION WILL BECOME AN EMPLOYEE OF AAIM (THE SUCCESSOR ORGANIZATION) FOR SEVERAL MONTHS IN 2023 TO HELP WITH TRANSITION.
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EFFECTIVE JULY 1, 2023 THE ORGANIZATION MERGED WITH AAIM MANAGEMENT SERVICES (A MISSOURI NOT-FOR-PROFIT CORPORATION). AAIM WILL ASSUME ALL PROPERTY,REAL,PERSONAL AND MIXED, AND ALL DEBTS DUE ON WHATEVER ACCOUNT, AND OTHER ASSETS AND LIABILITIES, AND ALL AND EVERY OTHER INTEREST, OF OR BELONGING TO OR DUE OF EAF SHALL BE TAKEN AND DEEMED TRANSFERRED TO AND VESTED IN AAIM.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N, PART II, PAGE 2, LINE 2E
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE N
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ASSOCIATION OF EMPLOYERS ORGANIZED TO PROVIDE A FORUM FOR THE PURPOSE OF CREATING AND MAINTAINING A STABLE ENVIRONMENT OF POSITVE EMPLOYER/EMPLOYEE RELATIONS IN THE BUSINESS AND HR COMMUNITY. THIS FORUM THROUGH RESEARCH BY THE ORGANIZATION, ALLOWS FOR THE EXCHANGE OF INFORMATION AND IDEAS, KEEPING THE PUBLIC INFORMED AS TO FACTS AFFECTING EMPLOYER/EMPLOYEE RELATIONS AND PERSONNEL POLICIES. THE ORGANIZATION REPRESENTS 330 MEMBER COMPANIES WITH ALMOST 120,000 EMPLOYEES IN VIRTUALLY EVERY BUSINESS SECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN ACCORDANCE WITH ARTICLE V, SECTION 1 OF BY-LAWS OF THE EMPLOYERS ASSOCIATION FORUM, INC. ALL MEMBERS PRESENT AT THE ANNUAL MEETING OF THE MEMBERSHIP APPROVE, RATIFY AND CONFIRM ALL LAWFUL ACTIONS OF SAID OFFICERS AND BOARD OF DIRECTORS DURING THE YEAR AND APPROVE ALL NOMINATIONS FOR BOARD MEMBERS FOR THE NEXT THREE-YEAR TERM FOR SERVICE ON THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE PRESIDENT AND THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS PRESENTED AND DISCUSSED AT THE FIRST BOARD OF DIRECTORS MEETING EACH YEAR BY THE ORGANIZATIONS LEGAL COUNSEL. DURING THE YEAR ALL POTENTIAL CONFLICTS ARE EVALUATED BY THE PRESIDENT AND REVIEWED WITH LEGAL COUNSEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION IS REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE OFFICE OF THE ORGANIZATION AS INDICATED ON PAGE 1 OF THIS INFORMATION TAX RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PPP LOAN DUE TO COVID 19 0 TRANSFER TO AAIM IN MERGER -380,306 TOTAL -380,306
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0592994996
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0EAF SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0640 E STATE ROAD 434 SUITE 3100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0LONGWOOD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd032750
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0EMPLOYERS ASSOCIATION FORUM OWNS 100% OF EAF SERVICES AS LISTED ON SCHEDULE R
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt029083
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt119494
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EAF SERVICES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1EAF SERVICES INC
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IRS990/TotalAssetsBOYAmt0517590

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