FLORIDA SURPLUS LINES SERVICE OFFICE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA SURPLUS LINES SERVICE OFFICE (EIN 59-3501857)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202443139349302029
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T12:02:49-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593186310 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS HOWELL FERGUSON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2615 CENTENNIAL BLVD SUITE 200 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593501857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA SURPLUS LINES SERVICE OFFICE | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 8502247676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 MACLAY COMMERCE DRIVE 200 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 323123908 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SHEALY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8502247676 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACEY T KOLKA | PreparerPersonNm |
| PTIN | P01371120 | PTIN |
| Phone | 8506688100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK SHEALY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 MACLAY COMMERCE DRIVE 200 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 323123908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,808,387 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.FSLSO.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | FACILITATING COMPLIANCE & PROVIDING ASSISTANCE & INFO. REGARDING THE FSLSO MARKETPLACE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $3,587,690 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,787,371 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,238,505 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,639,211 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,405,695 | PYInvestmentIncomeAmt |
| CY Investment Income | -$925,309 | CYInvestmentIncomeAmt |
| PY Other Revenue | $512,632 | PYOtherRevenueAmt |
| CY Other Revenue | $1,325,279 | CYOtherRevenueAmt |
| PY Total Revenue | $11,156,832 | PYTotalRevenueAmt |
| CY Total Revenue | $12,039,181 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,565,833 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,195,660 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,622,045 | PYOtherExpensesAmt |
| CY Other Expenses | $5,125,537 | CYOtherExpensesAmt |
| PY Total Expenses | $7,187,878 | PYTotalExpensesAmt |
| CY Total Expenses | $9,321,197 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,968,954 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,717,984 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,239,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,291,395 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $338,641 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $715,969 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,900,782 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,575,426 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SERVE AND PROTECT OUR CUSTOMER'S INTEREST BY FACILITATING COMPLIANCE AND PROVIDING ASSISTANCE AND INFORMATION REGARDING THE FLORIDA SURPLUS LINES MARKETPLACE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ASSESSING AND COLLECTING SURPLUS LINES TAX FOR THE STATE OF FLORIDA; ASSISTING CONSUMERS WITH LOCATING PROPERTY & CASUALTY INSURANCE AND OTHER HARD-TO-PLACE CONVERAGES IN THE STATE OF FLORIDA; OFFERING CONTINUING EDUCATION COURSES AND TRAINING PROGRAMS TO INSURANCE AGENTS AND PROFESSIONALS; OPERATING THE AGENT'S COMPLIANCE REVIEW PROGRAM WHICH IS DESIGNED TO PROMOTE CREDIBILITY WITHIN THE SURPLUS LINES MARKET; PROVIDING ACCESS TO INFORMATION ON ALL ASPECTS OF THE SURPLUS LINES MARKETPLACE, INCLUDING REGULATORY PROCESS, DISTRIBUTIONS SYSTEMS AND FINANCIAL ANALYSIS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE MELLON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8502247676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 MACLAY COMMERCE DR SUITE 200 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32312 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| TASHA CARTER | ||||||||
| INSURANCE CONSUMER ADVOCATE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA CLANCY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE CLEIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY COLANGELO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE FINVER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL FRANZESE | ||||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CONOR O'LEARY | ||||||||
| VICE CHAIRMAN | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LIZ SMITH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LORNA WIRTZ | ||||||||
| CHAIRMAN | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| IRVIN SKIP WOLF | ||||||||
| DIRECTOR (UNTIL 9/30) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HOLCOMBE | ||||||||
| CHAIRMAN (UNTIL 9/30) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARK SHEALY | ||||||||
| EXECUTIVE DIRECTOR | 45.00 | $299,818 | $0 | $48,285 | Yes (X) | |||
| CHRISTINE MELLON | ||||||||
| CFO | 45.00 | $99,467 | $0 | $15,521 | Yes (X) | |||
| GEORGIE BARRETT | ||||||||
| DEPUTY DIRECTOR OF OPERATIONS | 45.00 | $174,384 | $0 | $40,793 | Yes (X) | |||
| BRYAN YOUNG | ||||||||
| DIRECTOR OF AGENT AND INSURER SERVICES | 45.00 | $162,790 | $0 | $30,616 | Yes (X) | |||
| DANIEL MANN | ||||||||
| SR SYSTEMS ENGINEER/DBA | 45.00 | $134,899 | $0 | $19,247 | Yes (X) | |||
| JAMES FARMER | ||||||||
| INFORMATION SECURITY OFFICER | 45.00 | $133,834 | $0 | $23,374 | Yes (X) | |||
| TIFFANY ANDERSON | ||||||||
| DIRECTOR OF SLAS CLIENT SERVICES | 45.00 | $133,702 | $0 | $37,039 | Yes (X) | |||
| GARY PULLEN | ||||||||
| FORMER EXECUTIVE DIRECTOR | 45.00 | $246,299 | $0 | $66,000 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,385,193 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $280,875 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ACCENTURE | |||||
| 500 W MADISON ST | CHICAGO | IL | 60661 | SOFTWARE DEVELOPMENT | $1,198,689 |
| CORELIGHT SOFTWARE INC | |||||
| 193 DOVER ROAD | MONTPELIER | VT | 05602 | SOFTWARE DEVELOPMENT | $580,948 |
| HOLLAND & KNIGHT LLP | |||||
| 315 S CALHOUN ST 600 | TALLAHASSEE | FL | 32317 | LEGAL REPRESENTATION | $475,986 |
| HH STERLING | |||||
| 2256 TRESCOTT DRIVE | TALLAHASSEE | FL | 32308 | SOFTWARE DEVELOPMENT | $217,546 |
| KIKODA LLC | |||||
| 1650 SUMMIT LAKE DR STE 101 | TALLAHASSEE | FL | 32301 | SOFTWARE DEVELOPMENT | $197,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SERVICE FEES | 900099 | $8,488,860 | $8,488,860 | |
| CLEARINGHOUSE FEES | 900099 | $3,150,351 | $3,150,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,639,211 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,786,071 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,049 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,778,022 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $43,632 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $43,632 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,632 | TotalRevenueColumnAmt |
| Exclusion | $43,632 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,052,608 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,763,988 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$2,711,380 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,711,380 | TotalRevenueColumnAmt |
| Exclusion | -$2,711,380 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $84,573 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,218 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,355 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,355 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $764,953 | $764,953 | |
| LICENSING FEES | 900099 | $437,339 | $437,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,202,292 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,039,181 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,341,217 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,587,690 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$889,726 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813,200 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,557,390 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,833 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,128 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,109 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,532 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,432 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,260 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,989 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,263,721 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,776 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,593 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $613,815 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,537 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INCOME TAX EXPENSE | $476,523 |
| AGENT REVIEW | $182,492 |
| PUBLIC AWARENESS | $160,794 |
| DISASTER PREPAREDNESS | $151,337 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,736 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,321,197 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $701,150 | BOYAmt |
| EOY | $1,404,102 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,893,508 | BOYAmt |
| EOY | $3,164,533 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $128,515 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $73,235 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,021,590 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,813,378 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,905,197 | BOYAmt |
| EOY | $4,208,212 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,697,199 | BOYAmt |
| EOY | $47,202,879 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,369 | BOYAmt |
| EOY | $109,919 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,239,423 | BOYAmt |
| EOY | $56,291,395 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,083 | BOYAmt |
| EOY | $698,906 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,558 | BOYAmt |
| EOY | $17,063 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,641 | BOYAmt |
| EOY | $715,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,900,782 | BOYAmt |
| EOY | $55,575,426 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,900,782 | BOYAmt |
| EOY | $55,575,426 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,239,423 | BOYAmt |
| EOY | $56,291,395 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,717,984 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,956,660 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $768,076 | OtherCostOrOtherBasisAmt |
| Book Value | $768,076 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,600,361 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,903,135 | DepreciationAmt |
| Book Value | $1,697,226 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $684,914 | OtherCostOrOtherBasisAmt |
| Depreciation | $511,144 | DepreciationAmt |
| Book Value | $173,770 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,797,847 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,230,362 | DepreciationAmt |
| Book Value | $1,567,485 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $170,392 | OtherCostOrOtherBasisAmt |
| Depreciation | $168,737 | DepreciationAmt |
| Book Value | $1,655 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,208,212 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED TAX EXPENSE | -$106,819 |
| DEFERRED LEASES | $123,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,063 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,001,059 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,956,660 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,956,660 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,044,399 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$5,218 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$5,218 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,039,181 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,326,415 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,218 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,218 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,321,197 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,321,197 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | WITH FEW EXCEPTIONS, THE SERVICE OFFICE IS NO LONGER SUBJECT TO EXAMINATIONS BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED DECEMBER 31, 2019 AND PRIOR. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD: $-5,218 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD: $5,218 |
| PART XIII | FOR AUDITED FINANCIAL STATEMENTS, COST OF GOOD SOLD ARE RECORDED AS AN EXPENSE. FOR TAX RETURN PURPOSES, COST OF GOODS SOLD ARE RECORDED ON THE STATEMENT OF REVENUES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK SHEALY | ||||||||||||||
| EXECUTIVE DIRECTOR | $245,275 | $0 | $45,000 | $0 | $9,543 | $0 | $19,622 | $0 | $28,663 | $0 | $348,103 | $0 | $0 | $0 |
| GARY PULLEN | ||||||||||||||
| FORMER EXECUTIVE DIRECTOR | $182,517 | $0 | $29,662 | $0 | $34,120 | $0 | $14,601 | $0 | $23,209 | $0 | $284,109 | $0 | $0 | $0 |
| GEORGIE BARRETT | ||||||||||||||
| DEPUTY DIRECTOR OF OPERATIONS | $137,191 | $0 | $27,438 | $0 | $9,755 | $0 | $10,975 | $0 | $29,818 | $0 | $215,177 | $0 | $0 | $0 |
| BRYAN YOUNG | ||||||||||||||
| DIRECTOR OF AGENT AND INSURER SERVIC | $128,325 | $0 | $25,665 | $0 | $8,800 | $0 | $10,266 | $0 | $20,350 | $0 | $193,406 | $0 | $0 | $0 |
| TIFFANY ANDERSON | ||||||||||||||
| DIRECTOR OF SLAS CLIENT SERVICES | $125,197 | $0 | $8,505 | $0 | $0 | $0 | $10,016 | $0 | $27,023 | $0 | $170,741 | $0 | $0 | $0 |
| JAMES FARMER | ||||||||||||||
| INFORMATION SECURITY OFFICER | $118,921 | $0 | $11,892 | $0 | $3,021 | $0 | $3,568 | $0 | $19,806 | $0 | $157,208 | $0 | $0 | $0 |
| DANIEL MANN | ||||||||||||||
| SR SYSTEMS ENGINEER/DBA | $122,932 | $0 | $11,967 | $0 | $0 | $0 | $10,927 | $0 | $8,320 | $0 | $154,146 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE 2023 CONTRIBUTIONS TO THE NON-QUALIFIED DEFERRED COMPENSATION PLAN ON BEHALF OF GARY PULLEN WERE $66,000. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | IRVIN "SKIP" WOLF III AND CONNOR O'LEARY HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE 990 RETURN IS PROVIDED TO INTERNAL MANAGEMENT FOR REVIEW, LASTING APPROXIMATELY ONE WEEK. UPON COMPLETION OF INTERNAL REVIEW, THE RETURN IS PROVIDED TO THE BOARD FOR REVIEW AND COMMENT. UPON LAPSE OF THE COMMENT DEADLINE OR RESOLUTION OF ANY COMMENTS/REVIEW QUESTIONS, THE RETURN IS FILED WITH THE IRS IN A TIMELY FASHION. IF REVIEW COMMENTS REMAIN OUTSTANDING AT THE FILING DEADLINE, THEN THE RETURN WILL BE EXTENDED, IF ALLOWABLE. IF NOT ALLOWABLE, THE RETURN WILL BE FILED TIMELY AND THE RETURN PREPARER ALONG WITH INTERNAL MANAGEMENT WILL WORK WITH THE APPLICABLE EXECUTIVE COMMITTEE & AUDIT COMMITTEE MEMBERS TO RESOLVE ANY QUESTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY EACH EMPLOYEE IS GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY TO REVIEW AND SIGN. EMPLOYEES ARE DIRECTED TO DISCLOSE ANY KNOWN OR POTENTIAL CONFLICTS WITH THE POLICY TO THE EXECUTIVE DIRECTOR OR TO THE CHAIRMAN OF THE BOARD. THESE INSTANCES WILL BE INVESTIGATED AND DEALT WITH APPROPRIATELY. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN 2023, AN INDEPENDENT COMPANY WAS HIRED TO EVALUATE SALARY RANGES IN COMPARISON TO OTHER INDUSTRY POSITIONS. THE COMPENSATION STUDY AND EVALUATION IS PERFORMED EVERY THREE YEARS. SALARY RANGE ADJUSTMENTS ARE APPROVED BY THE BOARD. EMPLOYEES ARE GIVEN AN EVALUATION DOCUMENT TO EVALUATE THEMSELVES. IT IS THEN GIVEN TO THEIR MANAGER TO EVALUATE. AFTER APPROVAL BY THE DEPUTY DIRECTOR OF OPERATIONS AND THE EXECUTIVE DIRECTOR, THE EVALUATION IS DISCUSSED WITH THE EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS THREE MOST CURRENT YEARS OF FORM 990 AVAILABLE UPON REQUEST. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. |
| DE MINIMIS SAFE HARBOR ELECTION | TAXPAYER NAME: FLORIDA SURPLUS LINES SERVICE OFFICE TAXPAYER ADDRESS: 1441 MACLAY COMMERCE DRIVE, TALLAHASSEE, FL 32312 TAXPAYER ID: 59-3501857 YEAR-END: 12/31/2023 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION. |