Florida Society of Enrolled Agents Inc
Nonprofit profile at a glance
- EIN
- 591853783
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024
- Location
- Tarpon Springs, FL, USA
- Rating
- 66
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $77,873
- Expenses
- $106,344
- Assets
- $113,447
- Liabilities
- $13,285
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- ROBIN RAE HUNTLEY (PRESIDENT)
- JACKIE POINTER (PRESIDENT ELECT)
- JESUS ABIKARRAM (VICE PRESIDENT)
People named in this filing
- ROBIN RAE HUNTLEY (PRESIDENT)
- JACKIE POINTER (PRESIDENT ELECT)
- KATHLEEN RODEN (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Education of ea and awareness of ea
What it reported doing in 2024
The Florida society of enrolled agents is a professional organization dedicated to the education of enrolled agents and the promotion and public awareness of the ea profession
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of total spending goes to programs and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 59
- Transparency & Controls: 82
- Sustainability: 24
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 66.1%; rating input score 66
- Program expense ratio: 46.9%; rating input score 47
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -36.6%; rating input score 16; 16th percentile among comparable filings
- Total-asset coverage ratio: 1.07; rating input score 48; 48th percentile among comparable filings
- Liabilities to assets ratio: 0.12; rating input score 17; 17th percentile among comparable filings
- Officer compensation ratio: 31%; rating input score 6; 6th percentile among comparable filings
Growth
- Program expense growth: 12.3% per year; rating input score 100; 75th percentile among comparable filings
- Revenue growth: -4.7% per year; rating input score 0; 35th percentile among comparable filings
- Asset growth: 0.5% per year; rating input score 100; 41st percentile among comparable filings
Details
- Where the money goes: 66.1% of revenue deployed · 46.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $50K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 14 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Program expense ratio scored 47/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 16/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
- High — Sustainability: Officer compensation ratio scored 6/100.
- High — Sustainability: Liabilities to assets ratio scored 17/100.