Santa Rosa Professional Educators FY2024 filing

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The Santa Rosa Professional Educators is a Professional organization dedicated to serving the Santa Rosa county school district personnel. Our mission is to provide continued support to our members while working cohesively with the Santa Rosa county school district

46¢ of each $1 spent went to programs.
$241K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $6K a year · 2% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
46%
of spending
Concern: 46% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$241K
to officers and key staff · 49% of spending
Concern: pay to officers and key staff is 49% of spending; over 30%.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 5.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$21K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 10 voting members
Looks good: 9 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$357K
-26% vs prior year
Spent
$496K
To programs
46%
Net assets
$314K
By yearFY2019–FY2025
Revenue
$357K
FY2024▼ -26%
Tap a bar for its year
Revenue by fiscal year
FY2019$378K
FY2021$432K
FY2022$434K
FY2023$483K
FY2024$357K
FY2025$350K
Expenses
$496K
FY2024▲ +16%
Tap a bar for its year
Expenses by fiscal year
FY2019$336K
FY2021$352K
FY2022$382K
FY2023$429K
FY2024$496K
FY2025$401K
Net assets
$314K
FY2024▼ -31%
Tap a bar for its year
Net assets by fiscal year
FY2019$194K
FY2021$347K
FY2022$399K
FY2023$453K
FY2024$314K
FY2025$263K

From the FY2024 Form 990 (year ending August 2024) · see the original

990 PDF Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2018.

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

Where the money goes

46 cents of each dollar spent went to programs.

Program services 46% · $229K Management & general 9% · $47K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $241K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$97,218Pt VII · Sec A
Office Manager
$64,828Pt VII · Sec A
Ese/Contract Specialist
$50,631Pt VII · Sec A
President
$28,085Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Anna Neese’s $76K as Executive Director is at the 68th percentile of top reported officer pay among 1216 $100K–1M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2019
Anna Neese$75,699$97,218$78,466$74,188$61,986$64,311
Rhonda Chavers$40,975$50,631$36,938$50,966$69,262$65,739
Daniel Neese$44,238$64,828$40,941$40,337$37,446—
David Godwin$14,876$28,085$24,915$14,899——

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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports Santa Rosa County school district personnel through professional development and collaboration.

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2 programs · in their own filed words · FY2023
01

Continued negotiations with the santa rosa school boardcontinued to support memebers by writing and filing grievances with the school boardcontiuned to have legal support for members and negotiations

Pt IX · col B
02

Continued to recruit new members and to mantain membershipscontinued programs for recruitment that were begun in prior years

Pt IX · col B

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$357K
Ln 12
Gifts and grantsLn 1h$356K
Investment incomeLn 3$655
Money outPt IX
$496K
Ln 25
Programscol B$229K
Managementcol C$47K
Owns and owesPt X
$314K
net assets · Ln 32
Cash and savingsLn 1–2$220K
Total assetsLn 16$335K
LiabilitiesLn 26$21K
PeoplePt VI, VII
13
listed · VII A
PaidVII A4
Voting boardVI 1a10
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$356K
Investment incomeLn 3$655
Gains on assetsLn 7$0
Total revenueLn 12$357K
Assets in detailPt X, end of year
CashLn 1$190K
SavingsLn 2$30K
Cash and savings togetherLn 1–2$220K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$103K
Other assetsLn 15$278
Total assetsLn 16$335K
LiabilitiesLn 26$21K
Net assetsLn 32$314K
OperationsPt I, VI
EmployeesI 52
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$359K$220K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$107K$103K
Total assetsLn 16$470K$335K
LiabilitiesLn 26$17K$21K
Net assetsLn 32$453K$314K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$3K$3K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$28K$28K
Pay of current officers, directors and key staffLn 5$241K$28K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$19K$19K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$19K$14K$5K
Management feesLn 11a$0
Legal feesLn 11b$23K$23K
Accounting feesLn 11c$14K$14K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$8K$6K$2K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$2K$2K
InterestLn 20$751$751
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$7K
InsuranceLn 23$71K$69K$2K
Other expenses (24a–d)Ln 24$44K$29K$15K
All other expensesLn 24e$16K$7K$8K
Total functional expensesLn 25$496K$229K$47K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $350K$401K−$51K$263K 990 PDF
FY2024 Viewing $357K$496K−$139K$314K 990 PDF
FY2023 $483K$429K$54K$453K 990 PDF
FY2022 $434K$382K$52K$399K 990 PDF
FY2021 $432K$352K$80K$347K 990 PDF
FY2020 Not on file
FY2019 $378K$336K$43K$194K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $357,030 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $483,251$356,375
I-9 Program service revenue$0
I-10 Investment income$655
I-11 Other revenue$0
I-12 Total revenuePrior year $483,251$357,030
I-13 Grants and similar amounts paidPrior year $3,233$3,235
I-14 Benefits paid to membersPrior year $27,849$27,781
I-15 Salaries and benefitsPrior year $214,322$278,737
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $183,350$186,385
I-18 Total expensesPrior year $428,754$496,138
I-19 Revenue less expensesPrior year $54,497−$139,108
Part VI · Governance 9 of 10 board members independent, 3 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $357,030 across 8 lines filed
VIII-1b Membership dues$356,375
VIII-1h Total contributions, gifts and grants$356,375
VIII-3 Investment incomeRelated to mission $655$655
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $655$357,030
Part IX · Statement of functional expenses $496,138 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $3,235$3,235
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for membersPrograms $27,781$27,781
IX-5 Pay of current officers, directors and key staffPrograms $28,085$240,762
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $19,361$19,361
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $13,960 · Management $4,654$18,614
IX-11a Management fees$0
IX-11b Legal feesPrograms $22,552$22,552
IX-11c Accounting feesManagement $14,405$14,405
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $5,913 · Management $1,971$7,884
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $2,189$2,189
IX-20 InterestPrograms $751$751
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$7,292
IX-23 InsurancePrograms $68,985 · Management $2,250$71,235
IX-24 Other expenses (24a–d)Programs $29,018 · Management $15,171$44,189
IX-24e All other expensesPrograms $7,444 · Management $8,444$15,888
IX-25 Total functional expensesPrograms $229,274 · Management $46,895 · Fundraising $0$496,138
Part X · Balance sheet $335,486 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $328,532$189,859
X-2 Savings and temporary cash investmentsStart of year $30,087$30,063
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $107,075$103,291
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assetsStart of year $3,958$11,995
X-15 Other assetsStart of year $277$278
X-16 Total assetsStart of year $469,929$335,486
X-17 Accounts payable and accrued expensesStart of year $4,573$15,374
X-26 Total liabilitiesStart of year $16,529$21,194
X-32 Total net assets or fund balancesStart of year $453,400$314,292
X-33 Total liabilities and net assetsStart of year $469,929$335,486
Part XI · Reconciliation of net assets $314,292 net assets at year end
XI-1 Total revenue$357,030
XI-2 Total expenses$496,138
XI-3 Revenue less expenses−$139,108
XI-4 Net assets at start of year$453,400
XI-10 Net assets at end of year$314,292

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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