Civic Intelligence

Florida Surplus Lines Service Office Inc

990 • Fiscal year 2019 • EIN 59-3501857

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 13, 2020

1441 Maclay Commerce Drive No 200Tallahassee, FL 32312-3908

(850) 224-7676

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.01x

Higher debt load relative to assets than 6% of similar nonprofits.

2019 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

6th percentile

0.03x

Higher debt load relative to revenue than 6% of similar nonprofits.

2019 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2019

Net Margin

93rd percentile

39%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

27th percentile

$361,431

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2019 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2019

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)6 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

7.9%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)6 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$46,009,189

Up $6,312,362 (+16%) from 2018

Net Assets

Up

$45,769,667

Up $6,348,153 (+16%) from 2018

Liabilities

Down

$239,522

Down $35,791 (-13%) from 2018

Revenue

Up

$8,950,260

Up $652,060 (+7.9%) from 2018

Expenses

Down

$5,485,925

Down $333,054 (-5.7%) from 2018

Net Income

Up

$3,464,335

Up $985,114 (+40%) from 2018

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $28,159,610Liabilities 2010: $395,858Net Assets 2010: $27,763,7522010Assets 2011: $26,089,059Liabilities 2011: $392,088Net Assets 2011: $25,696,9712011Assets 2012: $23,475,457Liabilities 2012: $228,745Net Assets 2012: $23,246,7122012Assets 2013: $25,184,899Liabilities 2013: $592,102Net Assets 2013: $24,592,7972013Assets 2014: $28,291,899Liabilities 2014: $174,050Net Assets 2014: $28,117,8492014Assets 2015: $32,006,452Liabilities 2015: $167,167Net Assets 2015: $31,839,2852015Assets 2016: $35,059,948Liabilities 2016: $172,258Net Assets 2016: $34,887,6902016Assets 2017: $39,135,400Liabilities 2017: $205,849Net Assets 2017: $38,929,5512017Assets 2018: $39,696,827Liabilities 2018: $275,313Net Assets 2018: $39,421,5142018Assets 2019: $46,009,189Liabilities 2019: $239,522Net Assets 2019: $45,769,6672019Assets 2020: $50,419,459Liabilities 2020: $523,307Net Assets 2020: $49,896,1522020Assets 2021: $53,775,536Liabilities 2021: $568,133Net Assets 2021: $53,207,4032021Assets 2022: $50,239,423Liabilities 2022: $338,641Net Assets 2022: $49,900,7822022Assets 2023: $56,291,395Liabilities 2023: $715,969Net Assets 2023: $55,575,4262023Assets 2024: $64,108,912Liabilities 2024: $583,594Net Assets 2024: $63,525,3182024

Highlighted filing

2019

Assets$46,009,189
Liabilities$239,522
Net Assets$45,769,667

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2010: $3,817,846Expenses 2010: $5,735,575Net Income 2010: -$1,917,7292010Revenue 2011: $3,208,856Expenses 2011: $5,275,637Net Income 2011: -$2,066,7812011Expenses 2012: $6,302,6652012Revenue 2013: $7,711,329Expenses 2013: $6,365,244Net Income 2013: $1,346,0852013Revenue 2014: $9,531,805Expenses 2014: $6,006,753Net Income 2014: $3,525,0522014Revenue 2015: $9,973,731Expenses 2015: $6,002,604Net Income 2015: $3,971,1272015Revenue 2016: $8,603,297Expenses 2016: $6,094,570Net Income 2016: $2,508,7272016Revenue 2017: $8,409,964Expenses 2017: $5,943,400Net Income 2017: $2,466,5642017Revenue 2018: $8,298,200Expenses 2018: $5,818,979Net Income 2018: $2,479,2212018Revenue 2019: $8,950,260Expenses 2019: $5,485,925Net Income 2019: $3,464,3352019Revenue 2020: $8,624,657Expenses 2020: $7,130,731Net Income 2020: $1,493,9262020Revenue 2021: $9,728,040Expenses 2021: $7,659,276Net Income 2021: $2,068,7642021Revenue 2022: $11,156,832Expenses 2022: $7,187,878Net Income 2022: $3,968,9542022Revenue 2023: $12,039,181Expenses 2023: $9,321,197Net Income 2023: $2,717,9842023Revenue 2024: $15,991,020Expenses 2024: $10,853,845Net Income 2024: $5,137,1752024

Highlighted filing

2019

Revenue$8,950,260
Expenses$5,485,925
Net Income$3,464,335
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 13, 2020
Return Version
2019v5.1
Gross Receipts
$11,260,572
Mission and Program Overview

Mission

To serve and protect our customer's interest by facilitating compliance and providing assistance and information regarding the florida surplus lines marketplace.

Facilitating compliance & providing assistance & info. Regarding the fslso marketplace.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$32,159,811$36,848,727▲ $4,688,916
Land, Buildings, and Equipment, Net$3,794,955$4,531,815▲ $736,860
Savings and Temporary Cash Investments$2,344,247$3,087,476▲ $743,229
Cash and Non-Interest-Bearing Accounts$1,351,186$1,494,406▲ $143,220
Total Assets$39,696,827$46,009,189▲ $6,312,362
Other Assets Total$46,628$46,765▲ $137
Liabilities
Accounts Payable and Accrued Expenses$157,138$138,974▼ $18,164
Other Liabilities$118,175$100,548▼ $17,627
Total Liabilities$275,313$239,522▼ $35,791
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$39,421,514$45,769,667▲ $6,348,153
Total Net Assets Fund Balance$39,421,514$45,769,667▲ $6,348,153
Total Liabilities and Net Assets / Fund Balance$39,696,827$46,009,189▲ $6,312,362

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,644,792$2,730,816$4,375,608
Buildings$1,985,967$1,494,272$3,480,239
Land$768,076-$768,076
Leasehold Improvements$132,002$478,616$610,618
Other Land Buildings$978$167,905$168,883
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary PullenExecutive DirectorFT$259,462$101,969$361,431
Georgie BarrettDep. Director of OperationsFT$120,720$49,846$170,566
Sheila PearsonControllerFT$114,705$36,712$151,417
Bryan YoungAssistant DirectorFT$125,462$21,807$147,269
Tiffany AndersonProduct-bus Dev MngrFT$114,413$30,598$145,011
James FarmerSenior Info. ArchitectFT$124,838$16,458$141,296
Cyrus YazdanpanahIt ManagerFT$104,800$17,667$122,467

Board Members and Trustees

NameTitle
Irvin Skip Wolf IiiChairman
David HolcombeVice Chairman
CONOR O'LEARYDirector
Keith DriggersDirector
Michael FranzeseDirector
Roy V FabryDirector
Steve FinverDirector
C SHA'RON JAMES JAN-FEBIns. Cons. Advocate
Tasha Carter Aug-decIns.cons. Advocate
Lorna S WirtzSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kikoda LLCProgramming Services2367 CENTERVILLE ROAD, Tallahassee, FL 32308$1,107,404
Infinity Software INCProgramming Services1901 COMMONWEALTH LANE, Tallahassee, FL 32303$231,514
Corelight Software INCProgramming Services193 DOVER ROAD, Montpelier, VT 05602$121,350
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,653,127
Investment Income
$1,107,751
Other Revenue
$189,382
Change in Net Assets
$3,464,335

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,905,773
Revenue Not Reported on Financial Statements
$44,487
Revenue Not Reported on Form 990
$2,883,818
Other Revenue Adjustments
$-4,394
Total Revenue per Audited Statements
$11,789,591
Total Revenue per Form 990
$8,950,260
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,993,538
Other Expenses$2,492,387
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,860,326
Information Technology---$641,927
Current Officers, Directors, Trustees, and Key Employees---$497,848
Depreciation Depletion---$477,241
Other Employee Benefits---$338,618
Payroll Taxes---$171,218
Fees for Services Legal---$140,870
Pension Plan Contributions---$125,528
Office Expenses---$116,110
All Other Expenses---$106,495
Occupancy---$88,956
Travel---$78,670
Other Expenses---$64,547
Fees for Service Investment Mgmnt Fees---$48,881
Fees for Services Accounting---$44,269
Insurance---$42,612
Fees for Services Management---$30,620
Conferences and Meetings---$1,483
Total Functional Expenses$0$0$0$5,485,925

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,485,925
Total Expenses per Audited Statements$5,441,438
Expenses per Audited Statements$5,437,044
Expenses Not Reported on Financial Statements$48,881
Expenses Not Reported on Form 990$4,394
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Payable$365,127
Accrued Tax Expense$100,548
Designated for Deferred Comp$-365,127
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section A, Line 2

Irvin "skip" wolf iii and connor o'leary have a business relationship.

Form 990, Part VI, Section B, Line 11B

Form 990 and accompanying schedules are prepared by an independent accounting firm. The 990 return is provided to internal management for review, lasting approximately one week. Upon completion of internal review, the return is provided to the board for review and comment. Upon lapse of the comment deadline or resolution of any comments/review questions, the return is filed with the irs in a timely fashion. If review comments remain outstanding at the filing deadline, then the return will be extended, if allowable. If not allowable, the return will be filed timely and the return preparer along with internal management will work with the applicable executive committee & audit committee members to resolve any questions.

Form 990, Part VI, Section B, Line 12C

Annually each employee is given a copy of the conflict of interest policy to review and sign. Employees are directed to disclose any known or potential conflicts with the policy to the executive director or to the chairman of the board. These instances will be investigated and dealt with appropriately.

Form 990, Part VI, Section B, Line 15

In 2017, an independent company was hired to evaluate salary ranges in comparison to other industry positions. The compensation study and evaluation is performed every three years. Salary range adjustments are approved by the board. Employees are given an evaluation document to evaluate themselves. It is then given to their manager to evaluate. After approval by the deputy director of operations and the executive director, the evaluation is discussed with the employee.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and three most recent years of financial statements and form 990 available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Florida Surplus Lines Service Office
EIN
59-3501857
Phone
8502247676
Address
1441 MACLAY COMMERCE DRIVE NO 200, TALLAHASSEE, FL 32312-3908

Signing Officer

Name
Gary Pullen
Title
Executive Director
Phone
8502247676
Signed
2020-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Pullen
Formed
1998
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
27
Volunteers
9

Preparer

Firm
Thomas Howell Ferguson Pa
Address
2615 CENTENNIAL BLVD SUITE 200, TALLAHASSEE, FL 32308
Preparer
Stacey T Kolka
Phone
8506688100
Supplemental Narrative

Additional Explanations

De Minimis Safe Harbor Election

Taxpayer name: florida surplus lines service office taxpayer address: 1441 maclay commerce drive, tallahassee, fl 32312 taxpayer id: 59-3501857 year-end: 12/31/2019 under irc regulation section 1.263(a)-1(f), the taxpayer hereby elects to apply the de minimis safe harbor election.

Financial Statement Notes

PART X, LINE 2:

With few exceptions, the service office is no longer subject to examinations by major tax jurisdictions for years ended december 31, 2015 and prior.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Cost of goods sold: $-4,394

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold: $4,394

Part XIII

For audited financial statements cost of good sold are recorded as an expense, for tax return purposes cost of goods sold are recorded on the statement of revenues.

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IRS990/Desc0ASSESSING AND COLLECTING SURPLUS LINES TAX FOR THE STATE OF FLORIDA; ASSISTING CONSUMERS WITH LOCATING PROPERTY & CASUALTY INSURANCE AND OTHER HARD-TO-PLACE CONVERAGES IN THE STATE OF FLORIDA; OFFERING CONTINUING EDUCATION COURSES AND TRAINING PROGRAMS TO INSURANCE AGENTS AND PROFESSIONALS; OPERATING THE AGENT'S COMPLIANCE REVIEW PROGRAM WHICH IS DESIGNED TO PROMOTE CREDIBILITY WITHIN THE SURPLUS LINES MARKET; PROVIDING ACCESS TO INFORMATION ON ALL ASPECTS OF THE SURPLUS LINES MARKETPLACE, INCLUDING REGULATORY PROCESS, DISTRIBUTIONS SYSTEMS AND FINANCIAL ANALYSIS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10298896
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11126297
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12125462
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13104800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14138795
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15124838
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16114413
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0INS. CONS. ADVOCATE
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9INS.CONS. ADVOCATE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt12ASSISTANT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13IT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DEP. DIR. OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15SENIOR INFO. ARCHITECT
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRODUCT-BUS DEV MNGR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02224468
IRS990/GrossReceiptsAmt011260572
IRS990/GrossRentsGrp/RealAmt0117952
IRS990/GrossSalesOfInventoryAmt034937
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0641927
IRS990/InsuranceGrp/TotalAmt042612
IRS990/InvestmentIncomeGrp/ExclusionAmt01107751
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01107751
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt032159811
IRS990/InvestmentsPubTradedSecGrp/EOYAmt036848727
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04871609
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03794955
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04531815
IRS990/LandBldgEquipCostOrOtherBssAmt09403424
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02224468
IRS990/LessRentalExpensesGrp/RealAmt081450
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SERVE AND PROTECT OUR CUSTOMER'S INTEREST BY FACILITATING COMPLIANCE AND PROVIDING ASSISTANCE AND INFORMATION REGARDING THE FLORIDA SURPLUS LINES MARKETPLACE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt039421514
IRS990/NetAssetsOrFundBalancesEOYAmt045769667
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt030543
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt030543
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt036502
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt036502
IRS990/NetUnrelatedBusTxblIncmAmt01138295
IRS990/NetUnrlzdGainsLossesInvstAmt02883818
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt039421514
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt045769667
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt088956
IRS990/OfficeExpensesGrp/TotalAmt0116110
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt046628
IRS990/OtherAssetsTotalGrp/EOYAmt046765
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0338618
IRS990/OtherExpensesGrp/Desc0INCOME TAX EXPENSE
IRS990/OtherExpensesGrp/Desc1AGENT REVIEW
IRS990/OtherExpensesGrp/Desc2PUBLIC AWARENESS
IRS990/OtherExpensesGrp/Desc3DISASTER PREPAREDNESS
IRS990/OtherExpensesGrp/TotalAmt0301426
IRS990/OtherExpensesGrp/TotalAmt1205459
IRS990/OtherExpensesGrp/TotalAmt2102821
IRS990/OtherExpensesGrp/TotalAmt364547
IRS990/OtherLiabilitiesGrp/BOYAmt0118175
IRS990/OtherLiabilitiesGrp/EOYAmt0100548
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0LICENSING FEES
IRS990/OtherRevenueMiscGrp/Desc1FINANCE CHARGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02337
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0120000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12337
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0120000
IRS990/OtherRevenueTotalAmt0122337
IRS990/OtherSalariesAndWagesGrp/TotalAmt01860326
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0171218
IRS990/PensionPlanContributionsGrp/TotalAmt0125528
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GARY PULLEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1CLEARINGHOUSE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06092758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06092758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11560369
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt01560369
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01310297
IRS990/PYOtherExpensesAmt02524171
IRS990/PYOtherRevenueAmt0194135
IRS990/PYProgramServiceRevenueAmt06793768
IRS990/PYRevenuesLessExpensesAmt02479221
IRS990/PYSalariesCompEmpBnftPaidAmt03294808
IRS990/PYTotalExpensesAmt05818979
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08298200
IRS990/ReconcilationRevenueExpnssAmt03464335
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt036502
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02344247
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03087476
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01985967
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01494272
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03480239
IRS990ScheduleD/EquipmentGrp/BookValueAmt01644792
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02730816
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04375608
IRS990ScheduleD/ExpensesNotReportedAmt04394
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt048881
IRS990ScheduleD/ExpensesSubtotalAmt05437044
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt048881
IRS990ScheduleD/InvestmentExpensesNotIncldAmt048881
IRS990ScheduleD/LandGrp/BookValueAmt0768076
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0768076
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0132002
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0478616
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0610618
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02883818
IRS990ScheduleD/OtherExpensesIncludedAmt04394
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0978
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0167905
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0168883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0-365127
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1365127
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2100548
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DESIGNATED FOR DEFERRED COMP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED COMPENSATION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED TAX EXPENSE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-4394
IRS990ScheduleD/RevenueNotReportedAmt02883818
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt044487
IRS990ScheduleD/RevenueSubtotalAmt08905773
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0WITH FEW EXCEPTIONS, THE SERVICE OFFICE IS NO LONGER SUBJECT TO EXAMINATIONS BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED DECEMBER 31, 2015 AND PRIOR.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD: $-4,394
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD: $4,394
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FOR AUDITED FINANCIAL STATEMENTS COST OF GOOD SOLD ARE RECORDED AS AN EXPENSE, FOR TAX RETURN PURPOSES COST OF GOODS SOLD ARE RECORDED ON THE STATEMENT OF REVENUES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XIII
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04531815
IRS990ScheduleD/TotalExpensesPerForm990Amt05485925
IRS990ScheduleD/TotalLiabilityAmt0100548
IRS990ScheduleD/TotalRevenuePerForm990Amt08950260
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011789591
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05441438
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0259462
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1114705
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2120720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount031136
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount110100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount211100

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.1$0.58$63.5$16.0$10.9$5.14
2023Detailed filing. Detailed filing data is available for this year.$56.3$0.72$55.6$12.0$9.32$2.72
2022Detailed filing. Detailed filing data is available for this year.$50.2$0.34$49.9$11.2$7.19$3.97
2021Detailed filing. Detailed filing data is available for this year.$53.8$0.57$53.2$9.73$7.66$2.07
2020Detailed filing. Detailed filing data is available for this year.$50.4$0.52$49.9$8.62$7.13$1.49
2019Detailed filing. Detailed filing data is available for this year.$46.0$0.24$45.8$8.95$5.49$3.46
2018Detailed filing. Detailed filing data is available for this year.$39.7$0.28$39.4$8.30$5.82$2.48
2017Detailed filing. Detailed filing data is available for this year.$39.1$0.21$38.9$8.41$5.94$2.47
2016Detailed filing. Detailed filing data is available for this year.$35.1$0.17$34.9$8.60$6.09$2.51
2015Detailed filing. Detailed filing data is available for this year.$32.0$0.17$31.8$9.97$6.00$3.97
2014Detailed filing. Detailed filing data is available for this year.$28.3$0.17$28.1$9.53$6.01$3.53
2013Detailed filing. Detailed filing data is available for this year.$25.2$0.59$24.6$7.71$6.37$1.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$0.23$23.2$6.30
2011Summary only. Only limited summary data is available for this year.$26.1$0.39$25.7$3.21$5.28$2.07
2010Summary only. Only limited summary data is available for this year.$28.2$0.40$27.8$3.82$5.74$1.92