Civic Intelligence

Santa Rosa Education

EIN 59-2875033 • 501(c)3 • Milton, FL

Profile

To create an awareness of and enhance public education in santa rosa county, florida by building and sustaining community support.

6032 Highway 90Milton, FL 32570

www.santarosaeducationfoundation.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

41st percentile

0.5%

Higher net margin than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

36th percentile

-1.6%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$613,614

Down $10,276 (-1.6%) from 2024

Liabilities

Down

$0

Down $13,647 (-100%) from 2024

Net Assets

Up

$613,614

Up $3,371 (+0.6%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin41st percentile

Revenue

Down

$624,913

Down $130,948 (-17%) from 2024

Expenses

Down

$621,542

Down $116,088 (-16%) from 2024

Net Income

Down

$3,371

Down $14,860 (-82%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2011: $104,519Liabilities 2011: $10,835Net Assets 2011: $93,6842011Assets 2012: $106,105Liabilities 2012: $2,953Net Assets 2012: $103,1522012Assets 2013: $137,335Liabilities 2013: $8,511Net Assets 2013: $128,8242013Assets 2014: $146,294Liabilities 2014: $2,437Net Assets 2014: $143,8572014Assets 2015: $182,758Liabilities 2015: $11,695Net Assets 2015: $171,0632015Assets 2016: $167,720Liabilities 2016: $53Net Assets 2016: $167,6672016Assets 2017: $208,240Liabilities 2017: $53Net Assets 2017: $208,1872017Assets 2018: $205,410Liabilities 2018: $70Net Assets 2018: $205,3402018Assets 2019: $241,053Liabilities 2019: $731Net Assets 2019: $240,3222019Assets 2020: $387,024Liabilities 2020: $157Net Assets 2020: $386,8672020Assets 2021: $441,570Liabilities 2021: $470Net Assets 2021: $441,1002021Assets 2022: $467,283Liabilities 2022: $500Net Assets 2022: $466,7832022Assets 2023: $591,545Liabilities 2023: $0Net Assets 2023: $591,5452023Assets 2024: $623,890Liabilities 2024: $13,647Net Assets 2024: $610,2432024Assets 2025: $613,614Liabilities 2025: $0Net Assets 2025: $613,6142025

Highlighted filing

2025

Assets$613,614
Liabilities$0
Net Assets$613,614
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $295,2902011Expenses 2012: $272,2712012Revenue 2013: $300,951Expenses 2013: $275,281Net Income 2013: $25,6702013Revenue 2014: $470,426Expenses 2014: $455,393Net Income 2014: $15,0332014Revenue 2015: $509,365Expenses 2015: $482,157Net Income 2015: $27,2082015Revenue 2016: $450,549Expenses 2016: $453,945Net Income 2016: -$3,3962016Revenue 2017: $461,096Expenses 2017: $420,576Net Income 2017: $40,5202017Revenue 2018: $489,669Expenses 2018: $492,516Net Income 2018: -$2,8472018Revenue 2019: $521,860Expenses 2019: $486,876Net Income 2019: $34,9842019Revenue 2020: $571,836Expenses 2020: $425,291Net Income 2020: $146,5452020Revenue 2021: $449,667Expenses 2021: $395,433Net Income 2021: $54,2342021Revenue 2022: $505,718Expenses 2022: $480,035Net Income 2022: $25,6832022Revenue 2023: $668,076Expenses 2023: $543,314Net Income 2023: $124,7622023Revenue 2024: $755,861Expenses 2024: $737,630Net Income 2024: $18,2312024Revenue 2025: $624,913Expenses 2025: $621,542Net Income 2025: $3,3712025

Highlighted filing

2025

Revenue$624,913
Expenses$621,542
Net Income$3,371
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$613,614
Liabilities
$0
Net assets
$613,614
Revenue
$624,913
Expenses
$621,542
Net income
$3,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.14$0.00$6.14$6.25$6.22$0.03
2024Detailed filing. Detailed filing data is available for this year.$6.24$0.14$6.10$7.56$7.38$0.18
2023Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$6.68$5.43$1.25
2022Detailed filing. Detailed filing data is available for this year.$4.67$0.01$4.67$5.06$4.80$0.26
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.41$4.50$3.95$0.54
2020Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$5.72$4.25$1.47
2019Detailed filing. Detailed filing data is available for this year.$2.41$0.01$2.40$5.22$4.87$0.35
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$4.90$4.93$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$4.61$4.21$0.41
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$4.51$4.54$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.12$1.71$5.09$4.82$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.02$1.44$4.70$4.55$0.15
2013Summary only. Only limited summary data is available for this year.$1.37$0.09$1.29$3.01$2.75$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.03$1.03$2.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.11$0.94$2.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$671,713
Mission and Program Overview

Mission

To create an awareness of and enhance public education in santa rosa county, florida by building and sustaining community support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$538,088-
Savings and Temporary Cash Investments$574,021$45,775▼ $528,246
Accounts Receivable$30,181$26,663▼ $3,518
Investments in Publicly Traded Securities$16,600--
Prepaid Expenses and Deferred Charges$3,088$3,088→ $0
Total Assets$623,890$613,614▼ $10,276
Liabilities
Accounts Payable and Accrued Expenses$13,647--
Total Liabilities$13,647$0▼ $13,647
Net Assets / Fund Balance
Net Assets With Donor Restrictions$536,461$507,696▼ $28,765
Net Assets Without Donor Restrictions$73,782$105,918▲ $32,136
Total Net Assets Fund Balance$610,243$613,614▲ $3,371
Total Liabilities and Net Assets / Fund Balance$623,890$613,614▼ $10,276
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Kara BloombergChair
Brandi HookChair Elect
Ll Bubba DrinkardPast Chair
Anthea AmosDirector
Bea GetzugDirector
Carter HaynesDirector
Christol BennettDirector
Dave PiechDirector
Edwin Buz EddyDirector
Elizabeth MannDirector
Eric SeibDirector
Jennifer Barrow WilliamsonDirector
Karen CodyDirector
Ken FountainDirector
Kerry Anne SchultzDirector
Mark PadgettDirector
Paula Lou MapolesDirector
Renee BookoutDirector
Sandi EubanksDirector
Sebron AndrewsDirector
Vaughn NicholsDirector
Wes DannreutherDirector
Wei UeberschaerSecretary
Stanley SaulsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$582,171
Program Service Revenue
$0
Investment Income
$441
Other Revenue
$42,301
All Other Contributions
$582,171
Change in Net Assets
$3,371

Audited Revenue Reconciliation

Revenue per Audited Statements
$624,913
Revenue Not Reported on Form 990
$130,048
Total Revenue per Audited Statements
$754,961
Total Revenue per Form 990
$624,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$414,820
Salaries, Compensation, and Employee Benefits$121,707
Other Expenses$85,015
Total Fundraising Expense$663
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$274,820--$274,820
Grants to Domestic Individuals$140,000--$140,000
Other Salaries and Wages$103,256$18,451-$121,707
Conferences and Meetings$15,784$2,399-$18,183
Fees for Services Accounting$4,003$6,249-$10,252
Advertising-$9,333-$9,333
Insurance-$5,618-$5,618
Travel$3,681$519-$4,200
Office Expenses$3,419$135-$3,554
Fees for Services Other$474$386-$860
Other Expenses$29,022$3,330$663$663
Total Functional Expenses$574,459$46,420$663$621,542

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$751,590
Expenses per Audited Statements$621,542
Total Expenses per Form 990$621,542
Expenses Not Reported on Form 990$130,048
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Rosa County Public Schools---$274,820
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$72,770
Fundraising Direct Expenses$30,469
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Grillin the Bre$53,703$53,703$19,905$33,798
Goldenappleawar$19,067$19,067$10,564$8,503
Total Events$72,770$72,770$30,469$42,301
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is reviewed and approved by the budget and finance committee prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Organization makes its governing documents, conflict of interest policy, and most recent issued audited financial statements available upon request by appointment.”

Filing and Contact Details

Filer

Filer Name
Santa Rosa Education
EIN
59-2875033
Phone
8509835043
Address
6032 HIGHWAY 90, MILTON, FL 32570

Signing Officer

Name
Kara Bloomberg
Title
Chair
Phone
8509835043
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kara Bloomberg
Formed
1987
Legal Domicile
Fl
Voting Board Members
24
Independent Board Members
24
Employees
5
Volunteers
250

Preparer

Firm
Carlson & Company Chartered
Address
7100 PLANTATION ROAD BUILDING 21, PENSACOLA, FL 32504
Preparer
Kevin J Carlson
Phone
8504766900
Supplemental Narrative

Additional Explanations

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

“To provide support of all students and teachers in the santa rosa public school district.”

Raw XML AppendixShowing 400 of 519 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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