Southern System Division FY2021 filing

Knoxville, TNUnknown exempt organizationEIN 56-6003325Revenue $853K in FY2021

On file with the IRSsouthernsystemdiv.comPo Box 24068 · Knoxville, TN

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To negotiate collective bargaining agreements and process claims and grievances arising from the agreements.

$354K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average deficit $7K a year · 1% of revenue · last 3 filings
Concern: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$354K
to officers and key staff · 41% of spending
Concern: pay to officers and key staff is 41% of spending; over 30%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 28 voting members
Concern: none of 28 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$853K
Spent
$866K
To programs
0%
Net assets
$673K
By yearFY2021–FY2023
Revenue
$853K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$853K
FY2022$831K
FY2023$58K
Expenses
$866K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$866K
FY2022$859K
FY2023$38K
Net assets
$673K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$673K
FY2022$599K
FY2023$0

From the FY2021 Form 990 (year ending March 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Management & general 100% · $866K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $354K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
General Chairman
$115,332Pt VII · Sec A
Asst Chmn - Sec-Treas
$104,645Pt VII · Sec A
Vice Chairman
$103,470Pt VII · Sec A
Asst Chmn-Sec-Treas
$19,378Pt VII · Sec A
Executive Committee
$2,876Pt VII · Sec A
Executive Committee
$2,876Pt VII · Sec A
Executive Committee
$2,876Pt VII · Sec A
Executive Committee
$2,472Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2023FY2022FY2021
Samuel Alexander—$125,380$115,332
Patrick Barnes$25,867$107,796$19,378
Ricky Chambers——$104,645
Marcus Hood$40,847$104,458$103,470
Warren Earnest—$3,290$2,876
Anthony Ingram$990$2,931$101
Ricky Coleman$309$2,931$2,876
James Dodson—$2,624$2,876

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Negotiates contracts and handles related employee claims and disputes.

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Provided by the organization

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1 program · in their own filed words · FY2020
01

Processed claims and grievances arising from negotiated collective bargaining agreements.

Pt IX · col B

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$853K
Ln 12
Fees for servicesLn 2g$861K
Investment incomeLn 3$15K
Money outPt IX
$866K
Ln 25
Managementcol C$866K
Owns and owesPt X
$673K
net assets · Ln 32
Cash and savingsLn 1–2$127K
Total assetsLn 16$673K
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A9
Voting boardVI 1a28
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$861K
Investment incomeLn 3$15K
Gains on assetsLn 7−$23K
Total revenueLn 12$853K
Assets in detailPt X, end of year
CashLn 1$127K
SavingsLn 2$3
Cash and savings togetherLn 1–2$127K
InvestmentsLn 11–13$353K
Land, buildings, equipmentLn 10c$193K
Total assetsLn 16$673K
LiabilitiesLn 26$0
Net assetsLn 32$673K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$150K$127K
InvestmentsLn 11–13$344K$353K
Land, buildings, equipmentLn 10c$192K$193K
Total assetsLn 16$686K$673K
LiabilitiesLn 26$0$0
Net assetsLn 32$686K$673K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$369K$369K
Other salaries and wagesLn 7$6K$6K
Other employee benefitsLn 9$315K$315K
Payroll taxesLn 10$77K$77K
Investment management feesLn 11f$7K$7K
Office expensesLn 13$19K$19K
Information technologyLn 14$4K$4K
OccupancyLn 16$20K$20K
TravelLn 17$23K$23K
Conferences, conventions and meetingsLn 19$23K$23K
Other expenses (24a–d)Ln 24$3K$3K
All other expensesLn 24e$102$102
Total functional expensesLn 25$866K$0$866K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $58K$38K$20K$0 990 PDF
FY2022 $831K$859K−$28K$599K 990 PDF
FY2021 Viewing $853K$866K−$13K$673K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $852,617 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $947,867$861,004
I-10 Investment incomePrior year $18,548−$8,387
I-11 Other revenue$0
I-12 Total revenuePrior year $966,415$852,617
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $772,118$766,223
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $157,072$99,806
I-18 Total expensesPrior year $929,190$866,029
I-19 Revenue less expensesPrior year $37,225−$13,412
Part VI · Governance 0 of 28 board members independent, 3 to look at
VI-1a Voting members of the governing body28
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $852,617 across 4 lines filed
Lines not itemized here account for $39 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $860,965$860,965
VIII-3 Investment incomeExcluded from tax $14,992$14,992
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$23,379−$23,379
VIII-12 Total revenueRelated to mission $861,004 · Unrelated business $0 · Excluded from tax −$8,387$852,617
Part IX · Statement of functional expenses $866,029 across 12 lines filed
IX-5 Pay of current officers, directors and key staffManagement $368,550$368,550
IX-7 Other salaries and wagesManagement $5,887$5,887
IX-9 Other employee benefitsManagement $315,172$315,172
IX-10 Payroll taxesManagement $76,614$76,614
IX-11f Investment management feesManagement $6,852$6,852
IX-13 Office expensesManagement $19,189$19,189
IX-14 Information technologyManagement $4,442$4,442
IX-16 OccupancyManagement $20,131$20,131
IX-17 TravelManagement $23,250$23,250
IX-19 Conferences, conventions and meetingsManagement $23,282$23,282
IX-24 Other expenses (24a–d)Management $2,558$2,558
IX-24e All other expensesManagement $102$102
IX-25 Total functional expensesPrograms $0 · Management $866,029 · Fundraising $0$866,029
Part X · Balance sheet $672,607 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $150,413$126,940
X-2 Savings and temporary cash investmentsStart of year $5$3
X-10c Land, buildings and equipment, netStart of year $191,639$193,034
X-11 Publicly traded securitiesStart of year $343,962$352,630
X-16 Total assetsStart of year $686,019$672,607
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $686,019$672,607
X-33 Total liabilities and net assetsStart of year $686,019$672,607
Part XI · Reconciliation of net assets $672,607 net assets at year end
XI-1 Total revenue$852,617
XI-2 Total expenses$866,029
XI-3 Revenue less expenses−$13,412
XI-4 Net assets at start of year$686,019
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$672,607

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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