2023 Form 6 · annual filing (Commission on Ethics) · received 2024-01-18 · 6 pages (text)
Net worth$770,096
Income listed$59,495
Real estate$599,1483 properties
Debts listed$29,283
Worth a look0
Where listed income comes from
Investments & retirement 59% $35,311 · Social Security Administration, Southern Farm Bureau (FL Farm Bureau Retirement), Principal Bank (SantaFe HealthCare Retirement)
Nonprofit 19% $11,184 · First Methodist Church of Williston
Other / unclassified 12% $7,000 · The Ice Chest, LLC
Government & public payroll 10% $6,000 · City of Williston
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Lists Automobile (Jeep), Automobile (Mazda) separately from the $7,500 household-goods total
Personal vehicles, jewelry, art and furnishings can be reported in the household-goods lump sum or itemized. Net worth doesn't appear to count them twice.
What to check
No action needed unless the lump sum also includes these items.
Rule: Household items listed twice
“Describe, and state the value of, each asset you had on the reporting date you selected for your net worth, if the asset was worth more than $1,000 and if you have not already included that asset in the aggregate value of your household goods and personal effects.”2023 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
Net worth $770,096; listed items add up to $774,760
Reported net worth: $770,096. Household goods + listed assets − listed liabilities = $774,760. They roughly agree.
What to check
No action needed unless other items look off.
Rule: Net worth vs. listed items
“Simply subtracting your liabilities from your assets will not result in an accurate net worth figure in most cases.”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
Earns from 3 separate employers or businesses
Several distinct earned-income sources (excluding investments, retirement and Social Security).
What to check
Are any of these sources connected to each other or to the office sought?
Real estate worth $599,148 across 3 properties (78% of net worth)
Real estate holdings, as listed.
What to check
Look the parcels up with the county property appraiser: land use (vacant or improved), assessed value and when they were bought.
Check whether any listed liability is a mortgage on these properties.
Rule: Real estate holdings
“Real property: Identify by providing the street address of the property.”2023 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Lists 2 businesses under “Interests in Specified Businesses”
Listed under “Interests in Specified Businesses”: Orange Hill Cemetery Association, Florida Municipal Insurance Trust (FL League of Cities). That section covers banks, insurers, mortgage and small-loan companies, utilities, alcohol licensees, pari-mutuels and holders of city or county franchises — industries where officials' interests are disclosed separately.
What to check
Check whether the office sought oversees or contracts with these industries.
Look the businesses up on Sunbiz for officers and registered agents.
Rule: Stakes in closely regulated businesses
“The types of businesses covered in this section include: state and federally chartered banks”2023 Form 6 instructions, Interests in Specified Businesses ✓ quoted from the saved instructions · how this rule works
Where to look next
These links open official public records, built from what the filer disclosed. They're searches you run yourself — results may include other people or companies with similar names.
Secondary sources (major customers of businesses owned)
Interests in specified businesses
#1 Name
Address
Activity
Position
Owns > 5%
Nature of ownership
#2 Name
Address
Activity
Position
Owns > 5%
Nature of ownership
Companies on the state register
Companies this filing names, as the Division of Corporations lists them. Their role is shown when the filer is an officer or registered agent. A company matched by name only is shown just when it's active. How these are matched