Nonprofit · EIN 59-3501857
FLORIDA SURPLUS LINES SERVICE OFFICE
Tax-exempt · TALLAHASSEE, FL 32312
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $15,991,020 | $10,853,845 | $5,137,175 | $64,108,912 | $583,594 | $63,525,318 |
| December 31, 2023 | 990 | $12,039,181 | $9,321,197 | $2,717,984 | $56,291,395 | $715,969 | $55,575,426 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $14,297,054
- Investment income
- $1,121,403
- Net rental income
- $37,195
- Net gain from sales of assets
- -$1,169,037
- Net income from sales of inventory
- $93,429
- Other revenue
- $572,563
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,019,836
- Other salaries and wages
- $2,822,896
- Salaries, compensation and benefits (total)
- $5,067,566
- Professional fundraising fees
- $0
- Legal fees
- $225,940
- Accounting fees
- $66,782
- Occupancy
- $101,613
- Travel
- $251,351
- Depreciation
- $445,090
Balance sheet and other
- Total assets, start of year
- $56,291,395
- Total assets, end of year
- $64,108,912
- Total liabilities, end of year
- $583,594
- Net assets, end of year
- $63,525,318
- Land, buildings and equipment
- $5,987,460
- Publicly traded securities
- $52,771,416
- Net assets without donor restrictions
- $63,525,318
- Gross unrelated business income
- $5,129,790
- Gross receipts
- $37,751,026
- Employees
- 45
- Volunteers
- 9
- Year formed
- 1998
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK SHEALY | EXECUTIVE DIRECTOR Officer | 45 | $382,800 | $91,975 |
| GEORGIE BARRETT | DEPUTY DIRECTOR Officer | 45 | $201,290 | $74,674 |
| CHRISTINE MELLON | CFO Officer | 45 | $204,327 | $67,412 |
| BRYAN YOUNG | DIRECTOR AIS Highest-paid employee | 45 | $196,221 | $63,696 |
| CYRUS YAZDANPANAH | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 45 | $183,921 | $66,671 |
| TIFFANY ANDERSEN | DIRECTOR SLAS CLIENT SERVICES Highest-paid employee | 45 | $178,944 | $70,635 |
| DANIEL MANN | SR SYSTEMS ENGINEER/DBA Highest-paid employee | 45 | $179,244 | $20,732 |
| JAMES FARMER | INFORMATION SECURITY OFFICER Highest-paid employee | 45 | $152,695 | $30,277 |
| TASHA CARTER | INSURANCE CONSUMER ADVOCATE Trustee or director | 2 | $0 | $0 |
| VIRGINIA CLANCY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEVE CLEIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATHY COLANGELO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEVE FINVER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL FRANZESE | SECRETARY/TREASURER Trustee or director, Officer | 2.5 | $0 | $0 |
| D CONOR O'LEARY | VICE CHAIRMAN Trustee or director, Officer | 2.5 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ SMITH | DIRECTOR Trustee or director | 2 | $0 |
| LORNA WIRTZ | CHAIRMAN Trustee or director, Officer | 3 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK SHEALY | EXECUTIVE DIRECTOR Officer | 45 | $299,818 | $48,285 |
| GARY PULLEN | FORMER EXECUTIVE DIRECTOR Former | 45 | $246,299 | $66,000 |
| GEORGIE BARRETT | DEPUTY DIRECTOR OF OPERATIONS Highest-paid employee | 45 | $174,384 | $40,793 |
| BRYAN YOUNG | DIRECTOR OF AGENT AND INSURER SERVICES Highest-paid employee | 45 | $162,790 | $30,616 |
| TIFFANY ANDERSON | DIRECTOR OF SLAS CLIENT SERVICES Highest-paid employee | 45 | $133,702 | $37,039 |
| JAMES FARMER | INFORMATION SECURITY OFFICER Highest-paid employee | 45 | $133,834 | $23,374 |
| DANIEL MANN | SR SYSTEMS ENGINEER/DBA Highest-paid employee | 45 | $134,899 | $19,247 |
| CHRISTINE MELLON | CFO Officer | 45 | $99,467 | $15,521 |
| TASHA CARTER | INSURANCE CONSUMER ADVOCATE Trustee or director | 1 | $0 | $0 |
| VIRGINIA CLANCY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE CLEIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHY COLANGELO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE FINVER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL FRANZESE | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CONOR O'LEARY | VICE CHAIRMAN Trustee or director, Officer | 1.5 | $0 | $0 |
| LIZ SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LORNA WIRTZ | CHAIRMAN Trustee or director, Officer | 1.5 | $0 | $0 |
| IRVIN SKIP WOLF | DIRECTOR (UNTIL 9/30) Trustee or director | 1 | $0 | $0 |
| DAVID HOLCOMBE | CHAIRMAN (UNTIL 9/30) Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1441 MACLAY COMMERCE DR STE 200, TALLAHASSEE, FL 32312-4147
- In care of
- % SHEILA PEARSON
- Principal officer (990 for 2024)
- MARK SHEALY, 1441 MACLAY COMMERCE DRIVE 200, TALLAHASSEE, FL 323123908
- Signed the 990
- MARK SHEALY, EXECUTIVE DIRECTOR
- Phone
- (850) 224-7676
- Return prepared by
- THOMAS HOWELL FERGUSON PA
Mission
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3501857
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $64,108,912
- Income (IRS master file)
- $37,751,026
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $12,039,181 | $9,321,197 | $56,291,395 | IRS |
| 990 | December 2022 | $11,156,832 | $7,187,878 | $50,239,423 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about FLORIDA SURPLUS LINES SERVICE OFFICE
- What is the EIN of FLORIDA SURPLUS LINES SERVICE OFFICE?
- The employer identification number (EIN) of FLORIDA SURPLUS LINES SERVICE OFFICE is 59-3501857.
- Is FLORIDA SURPLUS LINES SERVICE OFFICE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6).
- Which annual return does FLORIDA SURPLUS LINES SERVICE OFFICE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FLORIDA SURPLUS LINES SERVICE OFFICE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FLORIDA SURPLUS LINES SERVICE OFFICE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of FLORIDA SURPLUS LINES SERVICE OFFICE?
- The 990 for the year ended December 31, 2024 names MARK SHEALY.
- Who are the officers and directors of FLORIDA SURPLUS LINES SERVICE OFFICE?
- The 990 for the year ended December 31, 2024 lists 17 people; 8 received compensation from the organization, the highest $382,800 (MARK SHEALY, EXECUTIVE DIRECTOR).
- How much revenue does FLORIDA SURPLUS LINES SERVICE OFFICE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $15,991,020, expenses of $10,853,845 and total assets of $64,108,912 at year end.
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