Civic Intelligence

Florida Chapter of the National

EIN 59-2899541 • 501(c)6 • Spring Hill, FL

Profile

Education of tax professionals

4293 River Birch DrSpring Hill, FL 34607

flnatp

Siviq Scores

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

Liabilities / Assets

64th percentile

0.03x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

67th percentile

9.7%

Higher net margin than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$74,091

Up $10,066 (+16%) from 2022

Liabilities

$1,971

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin67th percentile

Revenue

Up

$83,202

Up $8,770 (+12%) from 2022

Expenses

Up

$75,107

Up $7,073 (+10%) from 2022

Net Income

Up

$8,095

Up $1,697 (+27%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$80K$60K$40K$20K$0Assets 2015: $7,511Net Assets 2015: $7,5112015Assets 2016: $6,861Net Assets 2016: $6,8612016Assets 2017: $10,027Liabilities 2017: $0Net Assets 2017: $10,0272017Assets 2018: $11,569Liabilities 2018: $02018Assets 2019: $14,521Net Assets 2019: $14,5212019Assets 2020: $38,528Net Assets 2020: $38,5282020Assets 2021: $56,081Net Assets 2021: $56,0812021Assets 2022: $64,025Net Assets 2022: $64,0252022Assets 2023: $74,091Liabilities 2023: $1,9712023

Highlighted filing

2023

Assets$74,091
Liabilities$1,971
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth69th percentile

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

$100K$50K$0-$50KRevenue 2015: $54,533Expenses 2015: $61,011Net Income 2015: -$6,4782015Revenue 2016: $39,097Expenses 2016: $39,747Net Income 2016: -$6502016Revenue 2017: $35,594Expenses 2017: $39,203Net Income 2017: -$3,6092017Revenue 2018: $35,768Expenses 2018: $34,226Net Income 2018: $1,5422018Revenue 2019: $49,324Expenses 2019: $46,372Net Income 2019: $2,9522019Revenue 2020: $44,512Expenses 2020: $20,505Net Income 2020: $24,0072020Revenue 2021: $58,563Expenses 2021: $43,545Net Income 2021: $15,0182021Revenue 2022: $74,432Expenses 2022: $68,034Net Income 2022: $6,3982022Revenue 2023: $83,202Expenses 2023: $75,107Net Income 2023: $8,0952023

Highlighted filing

2023

Revenue$83,202
Expenses$75,107
Net Income$8,095
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$74,091
Liabilities
$1,971
Net assets
-
Revenue
$83,202
Expenses
$75,107
Net income
$8,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$74.1$1.97$83.2$75.1$8.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.0$64.0$74.4$68.0$6.40
2021Detailed filing. Detailed filing data is available for this year.$56.1$56.1$58.6$43.5$15.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.5$38.5$44.5$20.5$24.0
2019Detailed filing. Detailed filing data is available for this year.$14.5$14.5$49.3$46.4$2.95
2018Summary only. Only limited summary data is available for this year.$11.6$0.00$35.8$34.2$1.54
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.00$10.0$35.6$39.2$3.61
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.86$6.86$39.1$39.7$0.65
2015Detailed filing. Detailed filing data is available for this year.$7.51$7.51$54.5$61.0$6.48
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.1
Gross Receipts
$58,563
Mission and Program Overview

Mission

Education for tax professionals

Program Services

DescriptionGrantsExpenses
CHAPTER REGIONAL FALL CONFERENCE. 16 CPE-$21,314
CHAPTER REGIONAL ANNUAL CONFERENCE. 16 CPE HOURS-$18,685
CHAPTER JANUARY WORKSHOP - 8 CPE-$1,096
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY HAMILTON BROSNANPresidentPT$0--
LAURA WOODVice PresidentPT$0--
DORIS DIMONSecretary-$0--
SANDRA TORRENCETreasurerPT$0--
JUDY WHITEDirector-$0--
KEN DOWDALLDirector-$0--
JOHN STANCILDirector-$0--
MICHAEL REPOLIDirector-$0--
MARK MILLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Florida Chapter of the National
EIN
59-2899541
Address
4293 RIVER BIRCH DR, SPRING HILL, FL 34607

Signing Officer

Name
Sandra Torrence
Title
Treasurer
Phone
3864237771
Signed
2022-05-09

Preparer

Firm
Confidential Tax Service LLC
Address
P O BOX 2280, NEW SMYRNA BEACH, FL 32170
Preparer
Sandra Torrence Ea
Phone
3864237771
Supplemental Narrative

Additional Explanations

Part 1 Line 8 Other Revenue

“Natinal assn payments to chapter, tax publication rebates”

Part 1 Line 16 Other Expenses

“Educational conference expenses, general operating expenses”

Part 1 Line 20 Other Changes in Net Assets

“Scholarship funding in reserve”

Raw XML Appendix120 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/PersonNm0SANDRA TORRENCE
IRS990EZ/BooksInCareOfDetail/PhoneNum03864237771
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0402 CEDAR AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW SMYRNA BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032169
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038528
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056081
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015018
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06115
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038528
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056081
IRS990EZ/GrossReceiptsAmt058563
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038528
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056081
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038528
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056081
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY HAMILTON BROSNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DORIS DIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SANDRA TORRENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUDY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEN DOWDALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN STANCIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL REPOLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARK MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02535
IRS990EZ/OtherExpensesTotalAmt037430
IRS990EZ/OtherRevenueTotalAmt018942
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION FOR TAX PROFESSIONALS
IRS990EZ/ProgramServiceRevenueAmt039621
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHAPTER REGIONAL ANNUAL CONFERENCE. 16 CPE HOURS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHAPTER REGIONAL FALL CONFERENCE. 16 CPE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CHAPTER JANUARY WORKSHOP - 8 CPE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018685
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121314
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21096
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043545
IRS990EZ/TotalProgramServiceExpensesAmt041095
IRS990EZ/TotalRevenueAmt058563
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FLNATP.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATINAL ASSN PAYMENTS TO CHAPTER, TAX PUBLICATION REBATES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EDUCATIONAL CONFERENCE EXPENSES, GENERAL OPERATING EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIP FUNDING IN RESERVE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 8 OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 20 OTHER CHANGES IN NET ASSETS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA TORRENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03864237771
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORIDA CHAPTER OF THE NATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION OF TAX PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0592899541
ReturnHeader/Filer/USAddress/AddressLine1Txt04293 RIVER BIRCH DR
ReturnHeader/Filer/USAddress/CityNm0SPRING HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821689864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONFIDENTIAL TAX SERVICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 2280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW SMYRNA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032170
ReturnHeader/PreparerPersonGrp/PhoneNum03864237771
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA TORRENCE EA
ReturnHeader/ReturnTs02022-05-09T15:56:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TORRENCE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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