Civic Intelligence

Florida Education Association Sumter County Essential Support Personnel

990EZ • Fiscal year 2018 • EIN 59-2879517

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

97th percentile

0.59x

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

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

Liabilities / Revenue

96th percentile

0.39x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

3rd percentile

-54%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$1,115

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

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

Asset Growth

4th percentile

-43%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

88th percentile

22%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$10,500

Down $7,905 (-43%) from 2017

Net Assets

Down

$4,275

Down $8,673 (-67%) from 2017

Liabilities

Up

$6,225

Up $768 (+14%) from 2017

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin3rd percentile

Revenue

Up

$16,081

Up $2,919 (+22%) from 2017

Expenses

Up

$24,711

Up $2,158 (+9.6%) from 2017

Net Income

Up

-$8,630

Up $761 (+8.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2018

Assets$10,500
Liabilities$6,225
Net Assets$4,275
Open 2018 Filing

Operations Trend

Revenue Growth88th 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

2018

Revenue$16,081
Expenses$24,711
Net Income-$8,630
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
$16,690
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 Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG JOINERPresidentPT$1,115-$1,115
LARRY EVERETTVice PresidentPT$360-$360
SHANNON WOODARDTreasurerPT$100-$100
NICOLE BUTZER-COLLINSSecretaryPT$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
Chris 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

“Student Scholarships; Educational; : , , , ; , 375.”

Form 990EZ, Part I, Line 16

“Bargaining 484.”

Form 990EZ, Part I, Line 16

“Conferences 5830.”

Form 990EZ, Part I, Line 16

“Governance 6028.”

Form 990EZ, Part I, Line 16

“Membership 9010.”

Form 990EZ, Part I, Line 16

“Office Supplies 504.”

Form 990EZ, Part I, Line 16

“Depreciation 885.”

Form 990EZ, Part I, Line 20

“Unrealized loss on investments. -43.”

Form 990EZ, Part II, Line 24

“Investments 1013. 970.”

Form 990EZ, Part II, Line 24

“Technology Grant Receivable 1200. 0.”

Form 990EZ, Part II, Line 24

“Miscellaneous Receivables 1022. 0.”

Form 990EZ, Part II, Line 24

“Prepaid Expenses 985. 196.”

Form 990EZ, Part II, Line 26

“Accounts Payable 84. 120.”

Form 990EZ, Part II, Line 26

“Due to Affiliates 4261. 4821.”

Form 990EZ, Part II, Line 26

“Deferred Dues 1112. 1284.”

Raw XML Appendix148 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/BOYAmt010003
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06646
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01800
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0609
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8630
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018405
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010500
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-609
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0375
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt016690
IRS990EZ/GroupExemptionNum03082
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0315
IRS990EZ/LandAndBuildingsGrp/BOYAmt04182
IRS990EZ/LandAndBuildingsGrp/EOYAmt02688
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014303
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012948
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04275
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012948
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04275
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1360
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREG JOINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARRY EVERETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE BUTZER-COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANNON WOODARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04220
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01166
IRS990EZ/OtherChangesInNetAssetsAmt0-43
IRS990EZ/OtherExpensesTotalAmt022741
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION FOR PUBLIC SCHOOL EMPLOYEES
IRS990EZ/PrintingPublicationsPostageAmt0916
IRS990EZ/ProgramServiceRevenueAmt0272
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/SalariesOtherCompEmplBnftAmt0679
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05457
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06225
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024711
IRS990EZ/TotalRevenueAmt016081
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student Scholarships; Educational; : , , , ; , 375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bargaining 484.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences 5830.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governance 6028.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership 9010.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Supplies 504.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation 885.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Unrealized loss on investments. -43.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Investments 1013. 970.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Technology Grant Receivable 1200. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous Receivables 1022. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prepaid Expenses 985. 196.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable 84. 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Due to Affiliates 4261. 4821.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Deferred Dues 1112. 1284.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS ALTOBELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SERVICE UNIT DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03522376275
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-16
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0174028B1A47AFD4C21617EC50E9C6F0F7345CCFA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0174028B1A47AFD4C21617EC50E9C6F0F7345CCFA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.163.239.229
ReturnHeader/FilingSecurityInformation/IPDt02019-02-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:05:39
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/ReturnTs02019-02-20T17:05:44-08:00
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
$10,500
Liabilities
$6,225
Net assets
$4,275
Revenue
$16,081
Expenses
$24,711
Net income
-$8,630
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
2018Detailed filing. Detailed filing data is available for this year.$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