Civic Intelligence

Okeechobee County Education Association Local Union No 1604

990 • Fiscal year 2016 • EIN 59-6209748

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 13, 2017

201 NW Park Street Suite 201Okeechobee, FL 34972

(863) 467-1564

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

56th percentile

5.5%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

60th percentile

$3,408

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

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

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

81st percentile

14%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Up

$52,479

Up $9,499 (+22%) from 2015

Net Assets

Up

$52,479

Up $9,499 (+22%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$172,835

Up $20,927 (+14%) from 2015

Expenses

Up

$163,336

Up $24,439 (+18%) from 2015

Net Income

Down

$9,499

Down $3,512 (-27%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $36,478Liabilities 2011: $0Net Assets 2011: $36,4782011Assets 2012: $26,067Liabilities 2012: $0Net Assets 2012: $26,0672012Assets 2013: $39,345Liabilities 2013: $379Net Assets 2013: $38,9662013Assets 2014: $29,969Liabilities 2014: $0Net Assets 2014: $29,9692014Assets 2015: $42,980Liabilities 2015: $0Net Assets 2015: $42,9802015Assets 2016: $52,479Liabilities 2016: $0Net Assets 2016: $52,4792016Assets 2017: $45,881Liabilities 2017: $0Net Assets 2017: $45,8812017Assets 2018: $44,815Liabilities 2018: $0Net Assets 2018: $44,8152018Assets 2019: $47,107Liabilities 2019: $0Net Assets 2019: $47,1072019Assets 2020: $61,823Liabilities 2020: $0Net Assets 2020: $61,8232020Assets 2021: $66,842Liabilities 2021: $0Net Assets 2021: $66,8422021Assets 2022: $75,209Liabilities 2022: $0Net Assets 2022: $75,2092022Assets 2023: $51,831Liabilities 2023: $0Net Assets 2023: $51,8312023Assets 2024: $52,763Liabilities 2024: $151Net Assets 2024: $52,6122024

Highlighted filing

2016

Assets$52,479
Liabilities$0
Net Assets$52,479

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $211,774Expenses 2011: $186,692Net Income 2011: $25,0822011Revenue 2012: $167,750Expenses 2012: $178,161Net Income 2012: -$10,4112012Revenue 2013: $182,178Expenses 2013: $169,279Net Income 2013: $12,8992013Revenue 2014: $142,801Expenses 2014: $151,798Net Income 2014: -$8,9972014Revenue 2015: $151,908Expenses 2015: $138,897Net Income 2015: $13,0112015Revenue 2016: $172,835Expenses 2016: $163,336Net Income 2016: $9,4992016Revenue 2017: $169,560Expenses 2017: $176,158Net Income 2017: -$6,5982017Revenue 2018: $208,930Expenses 2018: $209,996Net Income 2018: -$1,0662018Revenue 2019: $203,722Expenses 2019: $201,430Net Income 2019: $2,2922019Revenue 2020: $209,080Expenses 2020: $194,364Net Income 2020: $14,7162020Revenue 2021: $212,461Expenses 2021: $207,442Net Income 2021: $5,0192021Revenue 2022: $220,997Expenses 2022: $212,630Net Income 2022: $8,3672022Revenue 2023: $143,366Expenses 2023: $166,744Net Income 2023: -$23,3782023Revenue 2024: $33,060Expenses 2024: $32,279Net Income 2024: $7812024

Highlighted filing

2016

Revenue$172,835
Expenses$163,336
Net Income$9,499
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 13, 2017
Return Version
2016v3.0
Gross Receipts
$172,835
Mission and Program Overview

Mission

The purpose of this organization shall be to bring teachers and education support personnel into relations of mutual assistance and cooperation. To obtain for teachers and education support personnel the rights to which they are entitiled. To raise standards by securing the conditions essential to the best professional service provided by teachers and education support personnel. And to promote the welfare of children by providing progressively better educational opportunities for all.

Okeechobee county education association will be the united voice for excellence in public education in okeechobee county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$28,960$37,376▲ $8,416
Cash and Non-Interest-Bearing Accounts$13,899$15,083▲ $1,184
Prepaid Expenses and Deferred Charges$121$20▼ $101
Total Assets$42,980$52,479▲ $9,499
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$42,980$52,479▲ $9,499
Total Net Assets Fund Balance$42,980$52,479▲ $9,499
Total Liabilities and Net Assets / Fund Balance$42,980$52,479▲ $9,499

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$1,870$1,870
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa HarwasPresidentPT$3,408$3,408
Heather JohnsonSecretaryPT$2,100$2,100
Jeri RaulersonTreasurerPT$1,225$1,225
Revenue and Support

Revenue Composition

Contributions and Grants
$1,080
Program Service Revenue
$170,535
Investment Income
$1,142
Other Revenue
$78
Change in Net Assets
$9,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,090
Salaries, Compensation, and Employee Benefits$8,246
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,847$761-$7,608
Occupancy$6,817$758-$7,575
Conferences and Meetings$4,725--$4,725
Information Technology$1,654$184-$1,838
Other Expenses$1,586--$1,586
Office Expenses$1,245$139-$1,384
Fees for Services Accounting$832$93-$925
Insurance$590$66-$656
Payroll Taxes$574$64-$638
Total Functional Expenses$161,271$2,065$0$163,336
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The rules for membership in this organization shall be: 1: currently employed certified school personnel, including all teachers,librarians, and counselors as defined in an appropriate bargaining unit, are eligible for membership in this organization. 2: currently employed noncertified school personnel, including all eligible education support personnel as defined in an appropriate bargaining unit, are eligible for membership in this organization. 3: all members of this organization are guaranteed full membership rights, benefits, and privileges, including the right to vote and the right to hold office upon receipt of the first month's dues. 4: supervisory personnel with the rank of assistant principal or above shall not obtain membership. Members who are promoted to a position with the rank of assistant principal or above are automatically removed from membership on the effective date of the promotion. 5: school personnel in public or private institutions outside the jurisdiction of this organization may be admitted to membership until such time as an organization is chartered in their jurisdiction. 6: no discrimination shall ever be shown toward individual members or applicants for membership because of age, race, creed, sex, sexual orientation, social, political or economic status, or national origin. 7: a member may be expelled for acts detrimental to the organization upon presentation of written charges signed by at least one- fourth of the total membership and approved by at least three-fourths of the executive council. The member shall have the right to appeal the decision to the membership at the following membership meeting and shall be reinstated with full rights if a majority of the members present vote to reinstate. 8: any member who fails to pay dues upon their expiration, plus a 30-day grace period, shall be dropped from the rolls and his/her name removed from the records at the national and state offices. The member may be reinstated upon submitting a new application 9: all members may attend any executive council meeting as a non- voting observer.

Form 990, Page 6, Part VI, Line 7B

All members of this organization are guaranteed full membership rights, benefits, and privileges, including the right to vote and the right to hold office upon receipt of the first month's dues. All members may attend any executive council meeting as a non-voting observer.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

Availability of constitution the constitution shall be made available as follows: 1: three copies of this constitution and all future amendments shall be submitted to the national office of the american federation of teachers and to the state office of the florida education association. 2: copies shall be made available to the other affiliated organizations upon request. 3: copies shall be made available to all members of this organization. 4: copies shall be made available to perc and other public agencies as required.

Filing and Contact Details

Filer

Filer Name
Okeechobee County Education
EIN
59-6209748
Phone
8634671564
Address
201 NW PARK STREET SUITE 201, OKEECHOBEE, FL 34972

Signing Officer

Name
Jeri Raulerson
Title
Treasurer
Phone
8634671564
Signed
2017-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Harwas
Formed
1965
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
4

Preparer

Firm
CPA Tax Solutions LLC
Address
500 NW 6TH ST, OKEECHOBEE, FL 34972-2521
Preparer
Paula M Younger
Phone
8633571099
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The purpose of this organization shall be: 1: to bring associations of teachers and education support personnel into relations of mutual assistance and cooperation. 2: to obtain for teachers and education support personnel the rights to which they are entitled. 3: to raise standards by securing the conditions essential to the best professional service provided by teachers and education support personnel. 4: to promote the welfare of children by providing progressively better educational opportunities for all. 5: to set the standard for excellence in public education in okeechobee. 6: to be the most influential voice in the public education policy debate. 7: to be a responsive, efficient, and credible organization.

Raw XML Appendix275 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THIS ORGANIZATION SHALL BE: 1: TO BRING ASSOCIATIONS OF TEACHERS AND EDUCATION SUPPORT PERSONNEL INTO RELATIONS OF MUTUAL ASSISTANCE AND COOPERATION. 2: TO OBTAIN FOR TEACHERS AND EDUCATION SUPPORT PERSONNEL THE RIGHTS TO WHICH THEY ARE ENTITLED. 3: TO RAISE STANDARDS BY SECURING THE CONDITIONS ESSENTIAL TO THE BEST PROFESSIONAL SERVICE PROVIDED BY TEACHERS AND EDUCATION SUPPORT PERSONNEL. 4: TO PROMOTE THE WELFARE OF CHILDREN BY PROVIDING PROGRESSIVELY BETTER EDUCATIONAL OPPORTUNITIES FOR ALL. 5: TO SET THE STANDARD FOR EXCELLENCE IN PUBLIC EDUCATION IN OKEECHOBEE. 6: TO BE THE MOST INFLUENTIAL VOICE IN THE PUBLIC EDUCATION POLICY DEBATE. 7: TO BE A RESPONSIVE, EFFICIENT, AND CREDIBLE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RULES FOR MEMBERSHIP IN THIS ORGANIZATION SHALL BE: 1: CURRENTLY EMPLOYED CERTIFIED SCHOOL PERSONNEL, INCLUDING ALL TEACHERS,LIBRARIANS, AND COUNSELORS AS DEFINED IN AN APPROPRIATE BARGAINING UNIT, ARE ELIGIBLE FOR MEMBERSHIP IN THIS ORGANIZATION. 2: CURRENTLY EMPLOYED NONCERTIFIED SCHOOL PERSONNEL, INCLUDING ALL ELIGIBLE EDUCATION SUPPORT PERSONNEL AS DEFINED IN AN APPROPRIATE BARGAINING UNIT, ARE ELIGIBLE FOR MEMBERSHIP IN THIS ORGANIZATION. 3: ALL MEMBERS OF THIS ORGANIZATION ARE GUARANTEED FULL MEMBERSHIP RIGHTS, BENEFITS, AND PRIVILEGES, INCLUDING THE RIGHT TO VOTE AND THE RIGHT TO HOLD OFFICE UPON RECEIPT OF THE FIRST MONTH'S DUES. 4: SUPERVISORY PERSONNEL WITH THE RANK OF ASSISTANT PRINCIPAL OR ABOVE SHALL NOT OBTAIN MEMBERSHIP. MEMBERS WHO ARE PROMOTED TO A POSITION WITH THE RANK OF ASSISTANT PRINCIPAL OR ABOVE ARE AUTOMATICALLY REMOVED FROM MEMBERSHIP ON THE EFFECTIVE DATE OF THE PROMOTION. 5: SCHOOL PERSONNEL IN PUBLIC OR PRIVATE INSTITUTIONS OUTSIDE THE JURISDICTION OF THIS ORGANIZATION MAY BE ADMITTED TO MEMBERSHIP UNTIL SUCH TIME AS AN ORGANIZATION IS CHARTERED IN THEIR JURISDICTION. 6: NO DISCRIMINATION SHALL EVER BE SHOWN TOWARD INDIVIDUAL MEMBERS OR APPLICANTS FOR MEMBERSHIP BECAUSE OF AGE, RACE, CREED, SEX, SEXUAL ORIENTATION, SOCIAL, POLITICAL OR ECONOMIC STATUS, OR NATIONAL ORIGIN. 7: A MEMBER MAY BE EXPELLED FOR ACTS DETRIMENTAL TO THE ORGANIZATION UPON PRESENTATION OF WRITTEN CHARGES SIGNED BY AT LEAST ONE- FOURTH OF THE TOTAL MEMBERSHIP AND APPROVED BY AT LEAST THREE-FOURTHS OF THE EXECUTIVE COUNCIL. THE MEMBER SHALL HAVE THE RIGHT TO APPEAL THE DECISION TO THE MEMBERSHIP AT THE FOLLOWING MEMBERSHIP MEETING AND SHALL BE REINSTATED WITH FULL RIGHTS IF A MAJORITY OF THE MEMBERS PRESENT VOTE TO REINSTATE. 8: ANY MEMBER WHO FAILS TO PAY DUES UPON THEIR EXPIRATION, PLUS A 30-DAY GRACE PERIOD, SHALL BE DROPPED FROM THE ROLLS AND HIS/HER NAME REMOVED FROM THE RECORDS AT THE NATIONAL AND STATE OFFICES. THE MEMBER MAY BE REINSTATED UPON SUBMITTING A NEW APPLICATION 9: ALL MEMBERS MAY ATTEND ANY EXECUTIVE COUNCIL MEETING AS A NON- VOTING OBSERVER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MEMBERS OF THIS ORGANIZATION ARE GUARANTEED FULL MEMBERSHIP RIGHTS, BENEFITS, AND PRIVILEGES, INCLUDING THE RIGHT TO VOTE AND THE RIGHT TO HOLD OFFICE UPON RECEIPT OF THE FIRST MONTH'S DUES. ALL MEMBERS MAY ATTEND ANY EXECUTIVE COUNCIL MEETING AS A NON-VOTING OBSERVER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABILITY OF CONSTITUTION THE CONSTITUTION SHALL BE MADE AVAILABLE AS FOLLOWS: 1: THREE COPIES OF THIS CONSTITUTION AND ALL FUTURE AMENDMENTS SHALL BE SUBMITTED TO THE NATIONAL OFFICE OF THE AMERICAN FEDERATION OF TEACHERS AND TO THE STATE OFFICE OF THE FLORIDA EDUCATION ASSOCIATION. 2: COPIES SHALL BE MADE AVAILABLE TO THE OTHER AFFILIATED ORGANIZATIONS UPON REQUEST. 3: COPIES SHALL BE MADE AVAILABLE TO ALL MEMBERS OF THIS ORGANIZATION. 4: COPIES SHALL BE MADE AVAILABLE TO PERC AND OTHER PUBLIC AGENCIES AS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BusinessOfficerGrp/PersonNm0JERI RAULERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08634671564
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKEECHOBEE COUNTY EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION LOCAL UNION NO 1604
ReturnHeader/Filer/BusinessNameControlTxt0OKEE
ReturnHeader/Filer/EIN0596209748
ReturnHeader/Filer/PhoneNum08634671564
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 NW PARK STREET SUITE 201
ReturnHeader/Filer/USAddress/CityNm0OKEECHOBEE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPA TAX SOLUTIONS LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKEECHOBEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0349722521
ReturnHeader/PreparerPersonGrp/PhoneNum08633571099
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA M YOUNGER
ReturnHeader/ReturnTs02017-07-21T15:48:24-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$0.53$0.00$0.53$0.33$0.32$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.43$1.67$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$2.21$2.13$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$2.12$2.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$2.09$1.94$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$2.04$2.01$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$2.09$2.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.70$1.76$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.73$1.63$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.52$1.39$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.43$1.52$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.82$1.69$0.13
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$1.68$1.78$0.10
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$2.12$1.87$0.25