FLORIDA EDUCATION ASSOCIATION NORTHEAST FLORIDA SERVICE UNIT (EIN 592338544) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

BETSY REAGOR

Phone

8635330908

Tax Period

2020-09-01 to 2021-08-31

FLORIDA EDUCATION ASSOCIATION NORTHEAST FLORIDA SERVICE UNIT, founded in 1970, is a small nonprofit that reported $890K in total revenue in fiscal year 2020. Expenses of $781K left a modest 12% surplus.

Mission

LABOR UNION FOR PUBLIC SCHOOL EMPLOYEES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $271,385

Program Service Revenue $618,211

Investment Income $339

Other Revenue $0

TOTAL REVENUE $889,935

Expense Breakdown

Grants Paid $0

Salaries & Benefits $684,809

Fundraising Expenses $0

Other Expenses $96,401

TOTAL EXPENSES $781,210

Year-over-Year Comparison

	2020	2019	Change
Revenue	$889,935	$912,414	0.0%
Expenses	$781,210	$754,214	+0.0%
Net Income	$108,725	$158,200	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$198,557

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK MOTL	COUNCIL CHAIR	4.00	Officer Director	$0	$0	$0
MARIAN PHILLIPS	VICE CHAIR	3.00	Officer Director	$0	$0	$0
GINA GILMORE	COUNCIL PARLIAMENTARIAN	3.00	Director	$0	$0	$0
ANGELA CALLAHAN	COUNCIL MEMBER	2.00	Director	$0	$0	$0
SARAH BULLARD	COUNCIL MEMBER	2.00	Director	$0	$0	$0
JULIE SANDOVAL	COUNCIL MEMBER	2.00	Director	$0	$0	$0
LISA KOBURGER	COUNCIL MEMBER	2.00	Director	$0	$0	$0
LONNIE ROBERTS	COUNCIL MEMBER	2.00	Director	$0	$0	$0
TANYA JOHNSON	COUNCIL MEMBER	2.00	Director	$0	$0	$0
DIXIE DONOVAN	COUNCIL MEMBER	2.00	Director	$0	$0	$0
THYRON TAYLOR	COUNCIL MEMBER	2.00	Director	$0	$0	$0
KATIE HANSEN	COUNCIL MEMBER	2.00	Director	$0	$0	$0
STACEY SMITH	COUNCIL MEMBER	2.00	Director	$0	$0	$0
TINA PIASECKI	COUNCIL MEMBER	2.00	Director	$0	$0	$0
JAMIE VIENNEAU	COUNCIL MEMBER	2.00	Director	$0	$0	$0
KAREN HALL	COUNCIL MEMBER	2.00	Director	$0	$0	$0
PHYLLIS ALDERMAN	COUNCIL MEMBER	2.00	Director	$0	$0	$0
MICHELLE DILLON	COUNCIL MEMBER	2.00	Director	$0	$0	$0
DANIELLE RAPOZA	COUNCIL MEMBER	2.00	Director	$0	$0	$0
MARTHA FULFORD	COUNCIL MEMBER	2.00	Director	$0	$0	$0
ALAN MOORE	COUNCIL MEMBER	2.00	Director	$0	$0	$0
NANCY GRIFFIS	COUNCIL MEMBER	2.00	Director	$0	$0	$0
MARGIE COBURN	COUNCIL MEMBER	2.00	Director	$0	$0	$0
AMANDA NOWLEN	COUNCIL MEMBER	2.00	Director	$0	$0	$0
MICKIE GARRETT	COUNCIL MEMBER	2.00	Director	$0	$0	$0
KATE DOWDIE	COUNCIL MEMBER	2.00	Director	$0	$0	$0
TAMARA WHITAKER	SERVICE UNIT DIRECTOR	40.00	Officer	$117,631	$80,926	$198,557
ELIZABETH REAGOR	SERVICE UNIT DIRECTOR	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2021	$889,935	$781,210	$859,986	$108,725
2020	$912,414	$754,214	$660,984	$158,200
2019	$858,239	$794,889	$441,746	$63,350
2018	$766,821	$828,541	$284,974	$-61,720

FLORIDA EDUCATION ASSOCIATION NORTHEAST FLORIDA SERVICE UNIT