FLORIDA SURPLUS LINES SERVICE OFFICE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FLORIDA SURPLUS LINES SERVICE OFFICE (EIN 59-3501857)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-05
IRS object ID
202123099349303532
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-11-05T13:53:15-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593186310PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS HOWELL FERGUSON PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12615 CENTENNIAL BLVD SUITE 200AddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32308ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593501857EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FLORIDA SURPLUS LINES SERVICE OFFICEBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFLORBusinessNameControlTxt
Phone8502247676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11441 MACLAY COMMERCE DRIVE NO 200AddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP323123908ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY PULLENPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8502247676PhoneNum
Signature2021-10-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGARYPersonFirstNm
Person LastPULLENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACEY T KOLKAPreparerPersonNm
PTINP01371120PTIN
Phone8506688100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Principal OfficerGARY PULLENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11441 MACLAY COMMERCE DRIVE NO 200AddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP323123908ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$24,274,779GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.FSLSO.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionFACILITATING COMPLIANCE & PROVIDING ASSISTANCE & INFO. REGARDING THE FSLSO MARKETPLACE.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee28TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$1,856,353TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,141,674NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$7,653,127PYProgramServiceRevenueAmt
CY Program Service Revenue$7,220,935CYProgramServiceRevenueAmt
PY Investment Income$1,107,751PYInvestmentIncomeAmt
CY Investment Income$1,212,283CYInvestmentIncomeAmt
PY Other Revenue$189,382PYOtherRevenueAmt
CY Other Revenue$191,439CYOtherRevenueAmt
PY Total Revenue$8,950,260PYTotalRevenueAmt
CY Total Revenue$8,624,657CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,993,538PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,365,385CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,492,387PYOtherExpensesAmt
CY Other Expenses$3,765,346CYOtherExpensesAmt
PY Total Expenses$5,485,925PYTotalExpensesAmt
CY Total Expenses$7,130,731CYTotalExpensesAmt
PY Revenues Less Expenses$3,464,335PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,493,926CYRevenuesLessExpensesAmt
Total Assets BOY$46,009,189TotalAssetsBOYAmt
Total Assets EOY$50,419,459TotalAssetsEOYAmt
Total Liabilities BOY$239,522TotalLiabilitiesBOYAmt
Total Liabilities EOY$523,307TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$45,769,667NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$49,896,152NetAssetsOrFundBalancesEOYAmt
MissionTO 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescASSESSING 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 Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee28EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHEILA PEARSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8502247676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11441 MACLAY COMMERCE DR SUITE 200AddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32312ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CONOR O'LEARY
DIRECTOR1.00Yes (X)$0$0$0
DAVID HOLCOMBE
VICE CHAIRMAN1.50Yes (X)$0$0$0Yes (X)
IRVIN SKIP WOLF III
CHAIRMAN2.00Yes (X)$0$0$0Yes (X)
LORNA S WIRTZ
SECRETARY/TREASURER1.50Yes (X)$0$0$0Yes (X)
MICHAEL FRANZESE
DIRECTOR1.00Yes (X)$0$0$0
ROY V FABRY
DIRECTOR1.00Yes (X)$0$0$0
STEVE FINVER
DIRECTOR1.00Yes (X)$0$0$0
TASHA CARTER AUG-DEC
INS.CONS. ADVOCATE1.00Yes (X)$0$0$0
KATHY COLANGELO
DIRECTOR1.00Yes (X)$0$0$0
GARY PULLEN
EXECUTIVE DIRECTOR45.00$320,228$0$65,139Yes (X)
SHEILA PEARSON
CONTROLLER45.00$133,760$0$28,429Yes (X)
BRYAN YOUNG
ASSISTANT DIRECTOR45.00$128,743$0$23,273Yes (X)
GEORGIE BARRETT
DEP. DIR. OF OPERATIONS45.00$142,079$0$34,390Yes (X)
JAMES FARMER
SENIOR INFO. ARCHITECT45.00$122,620$0$17,820Yes (X)
TIFFANY ANDERSON
PRODUCT-BUS DEV MNGR45.00$120,147$0$32,911Yes (X)
DANIEL MANN
SENIOR SYSTEMS ENGINEER/DBA45.00$120,329$0$9,234Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,087,906TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$211,196TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KIKODA LLC
2367 CENTERVILLE ROADTALLAHASSEEFL32308PROGRAMMING SERVICES$2,031,380
NRKL ESOLUTIONS LLC
1800 FRUITVILLE PIKELANCASTERPA17601PROGRAMMING SERVICES$466,489
HEADSPRING
PO BOX 679902DALLASTX752679902PROFESSIONAL SERVICES-CONSULTING$275,004
CORELIGHT SOFTWARE INC
193 DOVER ROADMONTPELIERVT05602PROGRAMMING SERVICES$269,560
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
SERVICE FEES900099$5,484,582$5,484,582
CLEARINGHOUSE FEES900099$1,736,353$1,736,353
FieldValueIRS element (for citing)
Total Program Service Revenue$7,220,935TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,212,283TotalRevenueColumnAmt
Exclusion$1,212,283ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$120,901RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$81,987RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$38,914RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,914TotalRevenueColumnAmt
Exclusion$38,914ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$15,565,153SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,565,153SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$35,507GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,982CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,525TotalRevenueColumnAmt
Related Or Exempt Func Income$32,525RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescLICENSING FEESDesc
Business900099BusinessCd
Total Revenue Column$120,000TotalRevenueColumnAmt
Unrelated Business Revenue$120,000UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$120,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,624,657TotalRevenueColumnAmt
Related Or Exempt Func Income$5,517,107RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,856,353UnrelatedBusinessRevenueAmt
Exclusion$1,251,197ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$547,556TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,123,322TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$132,141TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$368,912TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$193,454TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$322,145TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$154,138TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$41,104TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$50,386TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$110,912TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,332,339TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$90,526TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$12,206TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$237TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$927,579TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$43,246TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
INCOME TAX EXPENSE$301,593
AGENT REVIEW$174,185
DISASTER PREPAREDNESS$87,411
TRAINING & EDUCATION$45,219

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$72,120TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,130,731TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,494,406BOYAmt
EOY$387,564EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,087,476BOYAmt
EOY$3,894,125EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$1,854EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,173,499LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,770,516LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,531,815BOYAmt
EOY$5,402,983EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$36,848,727BOYAmt
EOY$40,708,490EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$46,765BOYAmt
EOY$24,443EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$46,009,189BOYAmt
EOY$50,419,459EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$138,974BOYAmt
EOY$422,829EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$100,548BOYAmt
EOY$100,478EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$239,522BOYAmt
EOY$523,307EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$45,769,667BOYAmt
EOY$49,896,152EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$45,769,667BOYAmt
EOY$49,896,152EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$46,009,189BOYAmt
EOY$50,419,459EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,493,926ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,632,559NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$768,076OtherCostOrOtherBasisAmt
Book Value$768,076BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,550,912OtherCostOrOtherBasisAmt
Depreciation$1,592,621DepreciationAmt
Book Value$1,958,291BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$610,618OtherCostOrOtherBasisAmt
Depreciation$486,335DepreciationAmt
Book Value$124,283BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,071,921OtherCostOrOtherBasisAmt
Depreciation$3,523,034DepreciationAmt
Book Value$2,548,887BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$171,972OtherCostOrOtherBasisAmt
Depreciation$168,526DepreciationAmt
Book Value$3,446BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,402,983TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DESIGNATED FOR DEFERRED COMP-$430,649
DEFERRED COMPENSATION PAYABLE$430,649
ACCRUED TAX EXPENSE$100,478
FieldValueIRS element (for citing)
Total Liability$100,478TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$11,209,812TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,632,559NetUnrealizedGainsInvstAmt
Other Revenue-$50,386OtherRevenueAmt
Revenue Not Reported$2,582,173RevenueNotReportedAmt
Revenue Subtotal$8,627,639RevenueSubtotalAmt
Other Revenues Not Included-$2,982OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$2,982RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,624,657TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,083,327TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,982OtherExpensesIncludedAmt
Expenses Not Reported$2,982ExpensesNotReportedAmt
Expenses Subtotal$7,080,345ExpensesSubtotalAmt
Other Expenses Not Included$50,386OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$50,386ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,130,731TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2016 AND PRIOR.
PART XI, LINE 2D - OTHER ADJUSTMENTS:INVESTMENT MANAGEMENT FEES
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF GOODS SOLD: $-2,982
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD: $2,982
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT MANAGEMENT FEES
PART XIIIFOR 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

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GARY PULLEN
EXECUTIVE DIRECTOR$267,246$0$32,070$0$20,912$0$36,380$0$28,759$0$385,367$0$0$0
GEORGIE BARRETT
DEP. DIR. OF OPERATIONS$124,342$0$10,000$0$7,737$0$9,947$0$24,443$0$176,469$0$0$0
SHEILA PEARSON
CONTROLLER$120,206$0$10,100$0$3,454$0$7,212$0$21,217$0$162,189$0$0$0
TIFFANY ANDERSON
PRODUCT-BUS DEV MNGR$109,200$0$12,000$0-$1,053$0$8,736$0$24,175$0$153,058$0$0$0
BRYAN YOUNG
ASSISTANT DIRECTOR$115,198$0$8,400$0$5,145$0$9,216$0$14,057$0$152,016$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2IRVIN "SKIP" WOLF III AND CONNOR O'LEARY HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BFORM 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 12CANNUALLY 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 15IN 2020, 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 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THREE MOST RECENT YEARS OF FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
DE MINIMIS SAFE HARBOR ELECTIONTAXPAYER NAME: FLORIDA SURPLUS LINES SERVICE OFFICE TAXPAYER ADDRESS: 1441 MACLAY COMMERCE DRIVE, TALLAHASSEE, FL 32312 TAXPAYER ID: 59-3501857 YEAR-END: 12/31/2020 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION.

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