Liabilities / Assets
97th percentile
Higher debt load relative to assets than 97% of similar nonprofits.
Florida Education Association Sumter County Essential Support Personnel
990EZ • Fiscal year 2020 • EIN 59-2879517
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.48x
Liabilities / Revenue
97th percentile
Higher debt load relative to revenue than 97% of similar nonprofits.
Net Margin
77th percentile
Higher net margin than 77% of similar nonprofits.
Top Officer Pay
98th percentile
Higher top officer pay than 98% of similar nonprofits.
Top officer pay equals 629.6% of source-year revenue.
Asset Growth
94th percentile
Faster asset growth than 94% of similar nonprofits.
Revenue Growth
78th percentile
Faster revenue growth than 78% of similar nonprofits.
Balance Sheet
Assets
Up$27,180
Up $10,615 (+64%) from 2019
Net Assets
$14,018
No earlier filing loaded for comparison.
Liabilities
Up$13,162
Up $2,522 (+24%) from 2019
Revenue And Expenses
Revenue
Up$22,315
Up $1,427 (+6.8%) from 2019
Expenses
Down$16,324
Down $2,973 (-15%) from 2019
Net Income
Up$5,991
Up $4,400 (+277%) 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
- $22,315
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 clear articulation ofemployee rights for 185 non-instructional public education employees. | - | - |
| Provided professional staff representation of union members during administrative meetings withmanagement, 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 such areas as worksite organizing, managing anti-social behavior, building effective home-schoolrelationships, CPR and First Aid, and Essential Skills for Advocacy in the Workplace. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Valerie Smith | Service Unit Director | FT | $0 | $140,486 | $140,486 |
| Larry Everett | Vice President | PT | $125 | - | $125 |
| Nikki Miner | Treasurer | PT | $50 | - | $50 |
| Greg Joiner | President | PT | $0 | - | - |
| Dawn Morgan | Secretary | PT | $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
- Valerie Smith
- 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 of Florida Education Association - Sumter County Essential Support Personnel.”
Form 990EZ, Part I, Line 10
“Educational; Scholarship; : , , , ; , 1000.”
Form 990EZ, Part I, Line 16
“Bargaining 15.”
Form 990EZ, Part I, Line 16
“Conferences 1721.”
Form 990EZ, Part I, Line 16
“Governance 2488.”
Form 990EZ, Part I, Line 16
“Membership 7970.”
Form 990EZ, Part I, Line 16
“Office Supplies 1168.”
Form 990EZ, Part I, Line 16
“Depreciation 1322.”
Form 990EZ, Part I, Line 20
“Correction of prior year dues revenues. 2203.”
Form 990EZ, Part I, Line 20
“Unrealized losses from investments. -101.”
Form 990EZ, Part II, Line 24
“Dues Receivable 0. 4869.”
Form 990EZ, Part II, Line 24
“Investments 1029. 928.”
Form 990EZ, Part II, Line 24
“Prepaid Expenses 32. 438.”
Form 990EZ, Part II, Line 24
“Tech Grant Receivables 0. 2330.”
Form 990EZ, Part II, Line 26
“Accounts Payable 3771. 12562.”
Form 990EZ, Part II, Line 26
“Due to Affiliates 5409.”
Form 990EZ, Part II, Line 26
“Deferred Dues 1460.”
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 STE14 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Ocala |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 34474 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 13632 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 15304 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 4094 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 5991 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 16565 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 27180 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 1000 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 22315 |
| 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 | 1872 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 3311 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 16967 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 5925 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 14018 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 5925 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 14018 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 125 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 50 |
| 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 | 78460 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 62026 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Greg Joiner |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Larry Everett |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Dawn Morgan |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Nikki Miner |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Valerie Smith |
| 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 | 1061 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 8565 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 2102 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 14684 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | LABOR UNION FOR PUBLIC SCHOOL EMPLOYEES |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 390 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 1254 |
| 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 clear articulation ofemployee rights for 185 non-instructional public education employees. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Provided professional staff representation of union members during administrative meetings withmanagement, 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 such areas as worksite organizing, managing anti-social behavior, building effective home-schoolrelationships, CPR and First Aid, and Essential Skills for Advocacy in the Workplace. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 250 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 10640 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 13162 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 16324 |
| IRS990EZ/TotalRevenueAmt | 0 | 22315 |
| 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 of Florida Education Association - Sumter County Essential Support Personnel. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Educational; Scholarship; : , , , ; , 1000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Bargaining 15. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Conferences 1721. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Governance 2488. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Membership 7970. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Office Supplies 1168. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Depreciation 1322. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Correction of prior year dues revenues. 2203. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Unrealized losses from investments. -101. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Dues Receivable 0. 4869. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Investments 1029. 928. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Prepaid Expenses 32. 438. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Tech Grant Receivables 0. 2330. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Accounts Payable 3771. 12562. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | Due to Affiliates 5409. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | Deferred Dues 1460. |
| 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 | Valerie Smith |
| 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 ESSENTIAL SUPPORT PERSONNEL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FLOR |
| ReturnHeader/Filer/EIN | 0 | 592879517 |
| 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 | 2021-03-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TINA L KING |
| ReturnHeader/ReturnTs | 0 | 2021-03-30T14:25:53-07:00 |
| 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
- $27,180
- Liabilities
- $13,162
- Net assets
- $14,018
- Revenue
- $22,315
- Expenses
- $16,324
- Net income
- $5,991