Civic Intelligence

Florida Education Association Sumter County Essential Support Personnel

990EZ • Fiscal year 2016 • EIN 59-2879517

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 26, 2017

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

87th percentile

0.11x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

0.15x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

77th percentile

15%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

47th percentile

$150

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

29th percentile

-4.3%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

79%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$29,673

Down $1,325 (-4.3%) from 2015

Net Assets

$26,506

No earlier filing loaded for comparison.

Liabilities

Down

$3,167

Down $4,303 (-58%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin77th percentile

Revenue

Up

$20,611

Up $9,071 (+79%) from 2015

Expenses

Up

$17,471

Up $7,868 (+82%) from 2015

Net Income

Up

$3,140

Up $1,203 (+62%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$60K$40K$20K$0Assets 2010: $21,674Liabilities 2010: $4,348Net Assets 2010: $17,3262010Assets 2011: $13,785Net Assets 2011: $13,7852011Assets 2013: $22,655Liabilities 2013: $3,3492013Assets 2015: $30,998Liabilities 2015: $7,4702015Assets 2016: $29,673Liabilities 2016: $3,167Net Assets 2016: $26,5062016Assets 2017: $18,405Liabilities 2017: $5,457Net Assets 2017: $12,9482017Assets 2018: $10,500Liabilities 2018: $6,225Net Assets 2018: $4,2752018Assets 2019: $16,565Liabilities 2019: $10,6402019Assets 2020: $27,180Liabilities 2020: $13,162Net Assets 2020: $14,0182020Assets 2021: $28,413Liabilities 2021: $8,390Net Assets 2021: $20,0232021Assets 2022: $32,665Liabilities 2022: $7,175Net Assets 2022: $25,4902022Assets 2023: $34,531Liabilities 2023: $9,922Net Assets 2023: $24,6092023Assets 2024: $32,163Liabilities 2024: $2,486Net Assets 2024: $29,6772024Assets 2025: $43,025Liabilities 2025: $0Net Assets 2025: $43,0252025

Highlighted filing

2016

Assets$29,673
Liabilities$3,167
Net Assets$26,506
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2010: $9,710Expenses 2010: $13,785Net Income 2010: -$4,0752010Revenue 2011: $10,357Expenses 2011: $13,732Net Income 2011: -$3,3752011Revenue 2013: $14,242Expenses 2013: $8,962Net Income 2013: $5,2802013Revenue 2015: $11,540Expenses 2015: $9,603Net Income 2015: $1,9372015Revenue 2016: $20,611Expenses 2016: $17,471Net Income 2016: $3,1402016Revenue 2017: $13,162Expenses 2017: $22,553Net Income 2017: -$9,3912017Revenue 2018: $16,081Expenses 2018: $24,711Net Income 2018: -$8,6302018Revenue 2019: $20,888Expenses 2019: $19,297Net Income 2019: $1,5912019Revenue 2020: $22,315Expenses 2020: $16,324Net Income 2020: $5,9912020Revenue 2021: $16,384Expenses 2021: $10,209Net Income 2021: $6,1752021Revenue 2022: $20,554Expenses 2022: $14,979Net Income 2022: $5,5752022Revenue 2023: $15,013Expenses 2023: $15,959Net Income 2023: -$9462023Revenue 2024: $15,336Expenses 2024: $10,394Net Income 2024: $4,9422024Revenue 2025: $20,482Expenses 2025: $7,134Net Income 2025: $13,3482025

Highlighted filing

2016

Revenue$20,611
Expenses$17,471
Net Income$3,140
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 26, 2017
Return Version
2015v3.0
Gross Receipts
$20,611
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 clear articulation of employee rights for 185 non-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 mathmatics,and Foundations of Effective Teaching.--
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG JOINERPresidentPT$150-$150
LARRY EVERETTVice PresidentPT$0--
SHANNON GREENESecretaryPT$0--
DIANE NORMANTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Florida Education Association SUMTER COUNTY ESSENTIAL SUPPORT PERSONNEL
EIN
59-2879517
Phone
3522376275
Address
2801 SW COLLEGE ROAD, OCALA, FL 34474

Signing Officer

Name
Kevin Oliveira
Title
Service Unit Director
Phone
3522376275
Signed
2017-01-26
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

“Student Scholarships; Educational; : , , , ; , 500.”

Form 990EZ, Part I, Line 16

“Bargaining 16.”

Form 990EZ, Part I, Line 16

“Conferences 4730.”

Form 990EZ, Part I, Line 16

“Governance 3917.”

Form 990EZ, Part I, Line 16

“Membership 6421.”

Form 990EZ, Part I, Line 16

“Office Supplies 605.”

Form 990EZ, Part I, Line 16

“Depreciation 396.”

Form 990EZ, Part I, Line 20

“Unrealized loss on investment. -162.”

Form 990EZ, Part II, Line 24

“Investments 1182. 1020.”

Form 990EZ, Part II, Line 24

“Technology Grant Receivable 0. 2400.”

Form 990EZ, Part II, Line 24

“Prepaid Expenses 0. 440.”

Form 990EZ, Part II, Line 26

“Due to Affiliates 6571. 3167.”

Form 990EZ, Part II, Line 26

“Deferred Dues 899. 0.”

Raw XML Appendix137 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0United Service Unit
IRS990EZ/BooksInCareOfDetail/PhoneNum03522376275
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02801 SW College Road STE14
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ocala
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034474
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028505
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022513
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04371
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03140
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030998
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029673
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt020611
IRS990EZ/GroupExemptionNum03082
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0300
IRS990EZ/LandAndBuildingsGrp/BOYAmt01311
IRS990EZ/LandAndBuildingsGrp/EOYAmt03300
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014748
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023528
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026506
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023528
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026506
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREG JOINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARRY EVERETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DIANE NORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01182
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03860
IRS990EZ/OtherChangesInNetAssetsAmt0-162
IRS990EZ/OtherExpensesTotalAmt016085
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION FOR PUBLIC SCHOOL EMPLOYEES
IRS990EZ/PrintingPublicationsPostageAmt0736
IRS990EZ/ProgramServiceRevenueAmt01192
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 clear articulation of employee rights for 185 non-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 mathmatics,and Foundations of Effective Teaching.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0150
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07470
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03167
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017471
IRS990EZ/TotalRevenueAmt020611
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student Scholarships; Educational; : , , , ; , 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bargaining 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences 4730.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governance 3917.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership 6421.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Supplies 605.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation 396.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Unrealized loss on investment. -162.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Investments 1182. 1020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Technology Grant Receivable 0. 2400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaid Expenses 0. 440.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Due to Affiliates 6571. 3167.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Deferred Dues 899. 0.
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 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN OLIVEIRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SERVICE UNIT DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03522376275
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Florida Education Association SUMTER COUNTY ESSENTIAL SUPPORT PERSONNEL
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0592879517
ReturnHeader/Filer/PhoneNum03522376275
ReturnHeader/Filer/USAddress/AddressLine1Txt02801 SW COLLEGE ROAD
ReturnHeader/Filer/USAddress/CityNm0OCALA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034474
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/PreparationDt02017-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA L KING
ReturnHeader/ReturnTs02017-02-09T07:28:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,673
Liabilities
$3,167
Net assets
$26,506
Revenue
$20,611
Expenses
$17,471
Net income
$3,140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.0$0.00$43.0$20.5$7.13$13.3
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.2$2.49$29.7$15.3$10.4$4.94
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.5$9.92$24.6$15.0$16.0$0.95
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.7$7.18$25.5$20.6$15.0$5.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$8.39$20.0$16.4$10.2$6.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.2$13.2$14.0$22.3$16.3$5.99
2019Summary only. Only limited summary data is available for this year.$16.6$10.6$20.9$19.3$1.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$6.23$4.28$16.1$24.7$8.63
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$5.46$12.9$13.2$22.6$9.39
2016Detailed filing. Detailed filing data is available for this year.$29.7$3.17$26.5$20.6$17.5$3.14
2015Summary only. Only limited summary data is available for this year.$31.0$7.47$11.5$9.60$1.94
2013Summary only. Only limited summary data is available for this year.$22.7$3.35$14.2$8.96$5.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$13.8$10.4$13.7$3.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$4.35$17.3$9.71$13.8$4.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)5 • <$500k nonprofits