2025-11-12T10:59:00-06:00 2024-12-31 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2024-01-01 593501857 FLORIDA SURPLUS LINES SERVICE OFFICE INC FLOR 8502247676 1441 MACLAY COMMERCE DRIVE 200 TALLAHASSEE FL 323123908 MARK SHEALY EXECUTIVE DIRECTOR 8502247676 2025-11-06 1 0 STACEY T KOLKA P01371120 8506688100 2024 2025-03-06 01:10:19Z MARK SHEALY 1441 MACLAY COMMERCE DRIVE 200 TALLAHASSEE FL 323123908 37751026 0 X WWW.FSLSO.COM X 1998 FL PROMOTING A REPUTABLE AND MODERN INSURANCE MARKETPLACE AND PROVIDING ASSISTANCE AND INFORMATION REGARDING THE FSLSO MARKETPLACE. 9 9 45 9 5129790 2609876 0 0 11639211 14297054 -925309 1121403 1325279 572563 12039181 15991020 0 0 0 0 4195660 5067566 0 0 0 5125537 5786279 9321197 10853845 2717984 5137175 56291395 64108912 715969 583594 55575426 63525318 TO SERVE AND PROTECT OUR CUSTOMER'S INTEREST BY PROMOTING A REPUTABLE AND MODERN INSURANCE MARKETPLACE PROVIDING ASSISTANCE AND INFORMATION REGARDING THE FLORIDA SURPLUS LINES MARKETPLACE. 0 0 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. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 45 1 1 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CHRISTINE MELLON 8502247676 1441 MACLAY COMMERCE DR SUITE 200 TALLAHASSEE FL 32312 TASHA CARTER INSURANCE CONSUMER ADVOCATE 2.00 X 0 0 0 VIRGINIA CLANCY DIRECTOR 2.00 X 0 0 0 STEVE CLEIN DIRECTOR 2.00 X 0 0 0 KATHY COLANGELO DIRECTOR 2.00 X 0 0 0 STEVE FINVER DIRECTOR 2.00 X 0 0 0 MICHAEL FRANZESE SECRETARY/TREASURER 2.50 X X 0 0 0 D CONOR O'LEARY VICE CHAIRMAN 2.50 X X 0 0 0 LIZ SMITH DIRECTOR 2.00 X 0 0 0 LORNA WIRTZ CHAIRMAN 3.00 X X 0 0 0 MARK SHEALY EXECUTIVE DIRECTOR 45.00 X 382800 0 91975 CHRISTINE MELLON CFO 45.00 X 204327 0 67412 GEORGIE BARRETT DEPUTY DIRECTOR 45.00 X 201290 0 74674 BRYAN YOUNG DIRECTOR AIS 45.00 X 196221 0 63696 DANIEL MANN SR SYSTEMS ENGINEER/DBA 45.00 X 179244 0 20732 TIFFANY ANDERSEN DIRECTOR SLAS CLIENT SERVICES 45.00 X 178944 0 70635 CYRUS YAZDANPANAH DIRECTOR OF INFORMATION TECHNOLOGY 45.00 X 183921 0 66671 JAMES FARMER INFORMATION SECURITY OFFICER 45.00 X 152695 0 30277 1679442 0 486072 8 0 1 0 ACCENTURE 500 W MADISON ST CHICAGO IL 60661 SOFTWARE DEVELOPMENT 2757775 CORELIGHT SOFTWARE INC 193 DOVER ROAD MONTPELIER VT 05602 SOFTWARE DEVELOPMENT 1097989 HH STERLING 2256 TRESCOTT DRIVE TALLAHASSEE FL 32308 SOFTWARE DEVELOPMENT 186611 HOLLAND & KNIGHT LLP 315 S CALHOUN ST 600 TALLAHASSEE FL 32317 LEGAL REPRESENTATION 116553 4 SERVICE FEES 900099 9581496 9581496 CLEARINGHOUSE FEES 900099 4715558 4715558 14297054 2290440 2290440 37195 0 37195 37195 37195 20584883 21751674 2246 -1166791 -2246 -1169037 -1169037 99515 6086 93429 93429 LICENSING FEES 900099 414232 414232 MISCELLANEOUS INCOME 900099 27707 27707 441939 15991020 9702632 5129790 1158598 1019836 2822896 247636 704811 272387 256950 225940 66782 140210 2492404 101613 251351 14335 445090 104897 INCOME TAX EXPENSE 706868 PUBLIC AWARENESS 355291 AGENT REVIEW 210294 DISASTER PREPAREDNESS 179725 234529 10853845 1404102 25108 3164533 5054271 128515 10926 73235 14208 14223649 8236189 4208212 5987460 47202879 52771416 109919 245523 56291395 64108912 698906 552067 17063 31527 715969 583594 X 55575426 63525318 55575426 63525318 56291395 64108912 5137175 2812717 0 X 0 1 X 1 0 768076 768076 3632550 2009580 1622970 684914 525104 159810 8964137 5531943 3432194 173972 169562 4410 5987460 ACCRUED TAX EXPENSE 21216 DEFERRED LEASES 10311 31527 X 18809823 2812717 2812717 15997106 -6086 -6086 15991020 10859931 6086 6086 10853845 0 10853845 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, 2020 AND PRIOR. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -6,086. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 6,086. 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. X X X 0 1 0 MARK SHEALY EXECUTIVE DIRECTOR 312000 0 46800 0 24000 0 54420 0 37555 0 474775 0 0 0 GEORGIE BARRETT DEPUTY DIRECTOR 150910 0 34709 0 15671 0 42073 0 32601 0 275964 0 0 0 CHRISTINE MELLON CFO 164800 0 37904 0 1623 0 43184 0 24228 0 271739 0 0 0 BRYAN YOUNG DIRECTOR AIS 150140 0 34532 0 11549 0 42011 0 21685 0 259917 0 0 0 CYRUS YAZDANPANAH DIRECTOR OF INFORMATION TECHNOLOGY 134468 0 47419 0 2034 0 40758 0 25913 0 250592 0 0 0 TIFFANY ANDERSEN DIRECTOR SLAS CLIENT SERVICES 140221 0 32251 0 6472 0 41218 0 29417 0 249579 0 0 0 DANIEL MANN SR SYSTEMS ENGINEER/DBA 142055 0 34967 0 2222 0 11364 0 9368 0 199976 0 0 0 JAMES FARMER INFORMATION SECURITY OFFICER 123678 0 18552 0 10465 0 3710 0 26567 0 182972 0 0 0 PART I, LINE 4B THE 2024 CONTRIBUTIONS TO THE NON-QUALIFIED DEFERRED COMPENSATION PLAN ON BEHALF OF MARK SHEALY WERE $30,500; FOR CHRISTINE MELLON WERE $30,000; AND FOR GEORGIE BARRETT WERE $30,000. 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: 12/31/2024 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION.