Civic Intelligence

University Place Education Association

990EZ • Fiscal year 2021 • EIN 23-7113278

Sep 01, 2020 to Aug 31, 2021 • Filed on Mar 23, 2022

6132 Motor Ave SWLakewood, WA 98499

(253) 566-5710

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.04x

Higher debt load relative to assets than 63% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.06x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

76th percentile

$16,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

69th percentile

20%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

8.4%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$157,429

Up $26,220 (+20%) from 2020

Net Assets

Up

$151,678

Up $24,469 (+19%) from 2020

Liabilities

Up

$5,751

Up $1,751 (+44%) from 2020

Revenue

Up

$90,672

Up $6,998 (+8.4%) from 2020

Expenses

Down

$64,452

Down $10,780 (-14%) from 2020

Net Income

Up

$26,220

Up $17,778 (+211%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2020: $131,209Liabilities 2020: $4,000Net Assets 2020: $127,2092020Assets 2021: $157,429Liabilities 2021: $5,751Net Assets 2021: $151,6782021Assets 2022: $167,653Liabilities 2022: $5,164Net Assets 2022: $162,4892022Assets 2023: $158,834Liabilities 2023: $4,000Net Assets 2023: $154,8342023Assets 2024: $140,084Liabilities 2024: $6,164Net Assets 2024: $133,9202024Assets 2025: $137,442Liabilities 2025: $4,944Net Assets 2025: $132,4982025

Highlighted filing

2021

Assets$157,429
Liabilities$5,751
Net Assets$151,678

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2020: $83,674Expenses 2020: $75,232Net Income 2020: $8,4422020Revenue 2021: $90,672Expenses 2021: $64,452Net Income 2021: $26,2202021Revenue 2022: $87,354Expenses 2022: $76,543Net Income 2022: $10,8112022Revenue 2023: $88,090Expenses 2023: $95,745Net Income 2023: -$7,6552023Revenue 2024: $88,889Expenses 2024: $109,803Net Income 2024: -$20,9142024Revenue 2025: $94,502Expenses 2025: $95,924Net Income 2025: -$1,4222025

Highlighted filing

2021

Revenue$90,672
Expenses$64,452
Net Income$26,220
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Mar 23, 2022
Return Version
2020v4.0
Gross Receipts
$90,672
Mission and Program Overview

Mission

To promote the cause of public education on behalf of its members.

Program Services

DescriptionGrantsExpenses
CONTRACT MAINTENANCE FOR MEMBERS. ORGANIZATION IS A TEACHERS ASSOCIATION FOR THE EMPLOYEES OF UNIVERSITY PLACE SCHOOL DISTRICT. ACTIVITIES INCLUDE GRIEVANCE PROCEEDINGS, ARBITRATION AND REPRESENTATION FOR TEACHERS AT THE STATE AND NATIONAL LEVELS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA LACKEYPresidentPT$16,000-$16,000
AMY BISHOPSecretary/Tr-$4,000-$4,000
CARI JOHNSONVice Preside-$2,400-$2,400
RENEE VERONEBoard Member-$599-$599
JASON CORNWELL-WRIGHTBoard Member-$599-$599
JACCI ROSCOEBoard Member-$599-$599
MARTEENA CAPLEBoard Member-$599-$599
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
University Place
EIN
23-7113278
Phone
2535665710
Address
6132 MOTOR AVE SW, LAKEWOOD, WA 98499

Signing Officer

Name
Amy Bishop
Title
Secretary/treasurer
Phone
2535665710
Signed
2022-03-23

Preparer

Firm
Tremper & Co Llp
Address
3131 ELLIOTT AVE STE 290, SEATTLE, WA 98121
Preparer
Nicholas Barry
Phone
2062854456
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 6,712 training 1,050 negotiations 9,500 president's expense 15 organization 13,649 non-investment depreciation 630 total 31,556

Form 990-ez, Part I, Line 20

Prior period adjustment -1,751 prior period misstatement: during the current year we noted that an expense was not accrued for the prior year. Net assets has been adjusted to reflect the expense in the proper period.

Form 990-ez, Part II, Line 24

Accounts receivable 6,677 6,677 fixed assets 4,750 4,750 less accumulated depreciation 2,802 3,432 total 8,625 7,995

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 4,000 5,751

Form 990-ez, Part III, Line 28

Contract maintenance for members. Organization is a teachers association for the employees of university place school district. Activities include grievance proceedings, arbitration and representation for teachers at the state and national levels.

Raw XML Appendix131 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0AMANDA LACKEY
CompensationExplanation/CompensationExplanationGrp/PersonNm1CARI JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2AMY BISHOP
CompensationExplanation/CompensationExplanationGrp/PersonNm3RENEE VERONE
CompensationExplanation/CompensationExplanationGrp/PersonNm4JASON CORNWELLWRIGHT
CompensationExplanation/CompensationExplanationGrp/PersonNm5JACCI ROSCOE
CompensationExplanation/CompensationExplanationGrp/PersonNm6MARTEENA CAPLE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMY BISHOP
IRS990EZ/BooksInCareOfDetail/PhoneNum02535665620
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04310 72ND AVE W
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0UNIVERSITY PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098466
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0122584
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACCI ROSCOE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
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IRS990EZ/Organization501cInd0X
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE CAUSE OF PUBLIC EDUCATION ON BEHALF OF ITS MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRACT MAINTENANCE FOR MEMBERS. ORGANIZATION IS A TEACHERS ASSOCIATION FOR THE EMPLOYEES OF UNIVERSITY PLACE SCHOOL DISTRICT. ACTIVITIES INCLUDE GRIEVANCE PROCEEDINGS, ARBITRATION AND REPRESENTATION FOR TEACHERS AT THE STATE AND NATIONAL LEVELS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 6,712 TRAINING 1,050 NEGOTIATIONS 9,500 PRESIDENT'S EXPENSE 15 ORGANIZATION 13,649 NON-INVESTMENT DEPRECIATION 630 TOTAL 31,556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT -1,751 PRIOR PERIOD MISSTATEMENT: DURING THE CURRENT YEAR WE NOTED THAT AN EXPENSE WAS NOT ACCRUED FOR THE PRIOR YEAR. NET ASSETS HAS BEEN ADJUSTED TO REFLECT THE EXPENSE IN THE PROPER PERIOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 6,677 6,677 FIXED ASSETS 4,750 4,750 LESS ACCUMULATED DEPRECIATION 2,802 3,432 TOTAL 8,625 7,995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,000 5,751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACT MAINTENANCE FOR MEMBERS. ORGANIZATION IS A TEACHERS ASSOCIATION FOR THE EMPLOYEES OF UNIVERSITY PLACE SCHOOL DISTRICT. ACTIVITIES INCLUDE GRIEVANCE PROCEEDINGS, ARBITRATION AND REPRESENTATION FOR TEACHERS AT THE STATE AND NATIONAL LEVELS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY BISHOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02535665710
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY PLACE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0237113278
ReturnHeader/Filer/PhoneNum02535665710
ReturnHeader/Filer/USAddress/AddressLine1Txt06132 MOTOR AVE SW
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098499
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910872222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TREMPER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03131 ELLIOTT AVE STE 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098121
ReturnHeader/PreparerPersonGrp/PhoneNum02062854456
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS BARRY
ReturnHeader/ReturnTs02022-03-28T16:03:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BISHOP
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

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Filings