Civic Intelligence

Washington Association of Accounting and Tax Professionals

990 • Fiscal year 2018 • EIN 23-7315013

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileWWW.WAATP.ORG
PO Box 13579Spokane Valley, WA 99213

(509) 933-2307

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.08x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.09x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

16%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

-1.7%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$332,333

Up $41,098 (+14%) from 2017

Net Assets

Up

$305,540

Up $47,525 (+18%) from 2017

Liabilities

Down

$26,793

Down $6,427 (-19%) from 2017

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin79th percentile

Revenue

Down

$292,422

Down $5,098 (-1.7%) from 2017

Expenses

Down

$244,897

Down $27,081 (-10.0%) from 2017

Net Income

Up

$47,525

Up $21,983 (+86%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$600K$400K$200K$0Assets 2011: $333,291Liabilities 2011: $109,298Net Assets 2011: $223,9932011Assets 2012: $299,204Liabilities 2012: $71,426Net Assets 2012: $227,7782012Assets 2013: $308,039Liabilities 2013: $27,019Net Assets 2013: $281,0202013Assets 2014: $288,378Liabilities 2014: $36,071Net Assets 2014: $252,3072014Assets 2015: $296,490Liabilities 2015: $35,280Net Assets 2015: $261,2102015Assets 2016: $266,555Liabilities 2016: $34,081Net Assets 2016: $232,4742016Assets 2017: $291,235Liabilities 2017: $33,220Net Assets 2017: $258,0152017Assets 2018: $332,333Liabilities 2018: $26,793Net Assets 2018: $305,5402018Assets 2019: $348,812Liabilities 2019: $31,497Net Assets 2019: $317,3152019Assets 2020: $393,997Liabilities 2020: $31,365Net Assets 2020: $362,6322020Assets 2021: $452,772Liabilities 2021: $48,543Net Assets 2021: $404,2292021Assets 2022: $429,011Liabilities 2022: $40,336Net Assets 2022: $388,6752022Assets 2023: $352,283Liabilities 2023: $36,977Net Assets 2023: $315,3062023Assets 2025: $291,179Liabilities 2025: $36,488Net Assets 2025: $254,6912025

Highlighted filing

2018

Assets$332,333
Liabilities$26,793
Net Assets$305,540
Open 2018 Filing

Operations Trend

Revenue Growth44th percentile

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

$400K$200K$0-$200KExpenses 2011: $340,1412011Expenses 2012: $333,0512012Expenses 2013: $365,3902013Revenue 2014: $309,918Expenses 2014: $338,631Net Income 2014: -$28,7132014Revenue 2015: $341,068Expenses 2015: $332,165Net Income 2015: $8,9032015Revenue 2016: $284,624Expenses 2016: $313,360Net Income 2016: -$28,7362016Revenue 2017: $297,520Expenses 2017: $271,978Net Income 2017: $25,5422017Revenue 2018: $292,422Expenses 2018: $244,897Net Income 2018: $47,5252018Revenue 2019: $301,527Expenses 2019: $294,315Net Income 2019: $7,2122019Revenue 2020: $275,544Expenses 2020: $232,045Net Income 2020: $43,4992020Revenue 2021: $219,994Expenses 2021: $178,558Net Income 2021: $41,4362021Revenue 2022: $208,512Expenses 2022: $199,338Net Income 2022: $9,1742022Revenue 2023: $205,081Expenses 2023: $284,073Net Income 2023: -$78,9922023Revenue 2025: $197,151Expenses 2025: $231,843Net Income 2025: -$34,6922025

Highlighted filing

2018

Revenue$292,422
Expenses$244,897
Net Income$47,525
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$292,422
Mission and Program Overview

Mission

Professional Development of Members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$185,500$190,043▲ $4,543
Cash and Non-Interest-Bearing Accounts$65,596$115,116▲ $49,520
Savings and Temporary Cash Investments$30,829$25,831▼ $4,998
Prepaid Expenses and Deferred Charges$7,071--
Land, Buildings, and Equipment, Net$2,239$1,343▼ $896
Total Assets$291,235$332,333▲ $41,098
Liabilities
Other Liabilities$33,220$26,793▼ $6,427
Total Liabilities$33,220$26,793▼ $6,427
Net Assets / Fund Balance
Temporarily Rstr Net Assets$185,500$190,041▲ $4,541
Unrestricted Net Assets$72,515$115,499▲ $42,984
Total Net Assets Fund Balance$258,015$305,540▲ $47,525
Total Liabilities and Net Assets / Fund Balance$291,235$332,333▲ $41,098

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,343$4,252$5,595
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Melanie LevnoPresident
Cathy RockwellDirector
Gary BoweDirector
Lauren VignecDirector
Lawrence WalkdenDirector
Nancy ReillyDirector
Shawn MattinglyDirector
Charles GrassPast Preside
Jessie BruniSecretary
Ronnie WrightTreasurer
Kathy JollyVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$34,615
Program Service Revenue
$249,030
Investment Income
$-3,133
Other Revenue
$11,910
Change in Net Assets
$47,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$207,793
Salaries, Compensation, and Employee Benefits$37,104
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$135,903--$135,903
Other Salaries and Wages$16,784$16,785-$33,569
All Other Expenses$9,152$2,295-$11,447
Travel$7,180$1,795-$8,975
Other Expenses$5,887--$5,887
Office Expenses$3,473$868-$4,341
Payroll Taxes$1,767$1,768-$3,535
Fees for Services Legal-$2,196-$2,196
Insurance-$1,852-$1,852
Advertising$1,284--$1,284
Depreciation Depletion$358$537-$895
Total Functional Expenses$216,801$28,096$0$244,897
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,235
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$9,500
Total Nondeductible Lobbying and Political Cost$9,500
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Wts - Symposium Fees$25,831
Payroll Tax Liability$962
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Melanie levno gary bowe president director spouse larry walkden lyon tax school director vendor owner of lyon tax school shawn mattingly weinand & associates cpas director vendor annual form 990 preparer”

Form 990, Page 6, Part VI, Line 6

“Members are in the accounting profession.”

Form 990, Page 6, Part VI, Line 7A

“Members elect the governing board.”

Form 990, Page 6, Part VI, Line 7B

“Some decisions of the board are approved by the members.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is approved by the executive governing board.”

Form 990, Page 6, Part VI, Line 12C

“Members receive a copy of the conflict of interest policy at the beginning of each year to be reviewed and signed. A copy is retained for records. Conflict of interest question gets discussed throughout the year at each members of the board meeting before voting takes place.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Washington Association of
EIN
23-7315013
Phone
5099332307
Address
PO BOX 13579, SPOKANE VALLEY, WA 99213

Signing Officer

Name
Kathy Jolly
Title
Vice-president
Phone
8007336286
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Jolly
Formed
1970
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
31

Preparer

Firm
F James Weinand & Associates Cpas Ps
Address
6322 LAKE GROVE ST SW, LAKEWOOD, WA 98499-1726
Preparer
Shawn Mattingly CPA
Phone
2535847966
Raw XML Appendix390 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.

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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0249030
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030829
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025831
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt034615
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt09500
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt09500
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0WASHINGTON ASSOCIATION OF ACCOUNTING AND TAX PROFESSIONALS (WAATP)MEMBERS ARE PART OF THE INDEPENDENT BUSINESS ASSOCIATION (IBA). IBA CONSULTS WITH WAATP ON STATE LEGISLATIVE ISSUES THAT MAY BE RELEVANT TO THE ACCOUNTING AND TAX INDUSTRY.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART IV
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04252
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05595
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025831
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1962
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0WTS - SYMPOSIUM FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAX LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01343
IRS990ScheduleD/TotalLiabilityAmt026793
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MELANIE LEVNO GARY BOWE PRESIDENT DIRECTOR SPOUSE LARRY WALKDEN LYON TAX SCHOOL DIRECTOR VENDOR OWNER OF LYON TAX SCHOOL SHAWN MATTINGLY WEINAND & ASSOCIATES CPAS DIRECTOR VENDOR ANNUAL FORM 990 PREPARER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ARE IN THE ACCOUNTING PROFESSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOME DECISIONS OF THE BOARD ARE APPROVED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS APPROVED BY THE EXECUTIVE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERS RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF EACH YEAR TO BE REVIEWED AND SIGNED. A COPY IS RETAINED FOR RECORDS. CONFLICT OF INTEREST QUESTION GETS DISCUSSED THROUGHOUT THE YEAR AT EACH MEMBERS OF THE BOARD MEETING BEFORE VOTING TAKES PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0185500
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0190041
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0291235
IRS990/TotalAssetsEOYAmt0332333
IRS990/TotalAssetsGrp/BOYAmt0291235
IRS990/TotalAssetsGrp/EOYAmt0332333
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt034615
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028096
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0216801
IRS990/TotalFunctionalExpensesGrp/TotalAmt0244897
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt033220
IRS990/TotalLiabilitiesEOYAmt026793
IRS990/TotalLiabilitiesGrp/BOYAmt033220
IRS990/TotalLiabilitiesGrp/EOYAmt026793
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0258015
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0305540
IRS990/TotalProgramServiceExpensesAmt0216801
IRS990/TotalProgramServiceRevenueAmt0249030
IRS990/TotalRevenueGrp/ExclusionAmt01102
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0256705
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0292422
IRS990/TotalVolunteersCnt031
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0291235
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0332333
IRS990/TravelGrp/ManagementAndGeneralAmt01795
IRS990/TravelGrp/ProgramServicesAmt07180
IRS990/TravelGrp/TotalAmt08975
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt072515
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0115499
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt031925 SR 20
IRS990/USAddress/CityNm0OAK HARBOR
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098277
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.WAATP.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY JOLLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08007336286
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WASHINGTON ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ACCOUNTING AND TAX PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0WASH
ReturnHeader/Filer/EIN0237315013
ReturnHeader/Filer/PhoneNum05099332307
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 13579
ReturnHeader/Filer/USAddress/CityNm0SPOKANE VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd099213
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId001D0CEF022D8A9DDEC5DFD96C492F5A7D0A487BA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId001D0CEF022D8A9DDEC5DFD96C492F5A7D0A487BA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.14.244.92
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:23:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911660286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0F JAMES WEINAND & ASSOCIATES CPAS PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06322 LAKE GROVE ST SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0984991726
ReturnHeader/PreparerPersonGrp/PhoneNum02535847966
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN MATTINGLY CPA
ReturnHeader/ReturnTs02019-05-14T15:23:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$332,333
Liabilities
$26,793
Net assets
$305,540
Revenue
$292,422
Expenses
$244,897
Net income
$47,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.91$0.36$2.55$1.97$2.32$0.35
2023Detailed filing. Detailed filing data is available for this year.$3.52$0.37$3.15$2.05$2.84$0.79
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.40$3.89$2.09$1.99$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.53$0.49$4.04$2.20$1.79$0.41
2020Detailed filing. Detailed filing data is available for this year.$3.94$0.31$3.63$2.76$2.32$0.43
2019Detailed filing. Detailed filing data is available for this year.$3.49$0.31$3.17$3.02$2.94$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.32$0.27$3.06$2.92$2.45$0.48
2017Detailed filing. Detailed filing data is available for this year.$2.91$0.33$2.58$2.98$2.72$0.26
2016Detailed filing. Detailed filing data is available for this year.$2.67$0.34$2.32$2.85$3.13$0.29
2015Detailed filing. Detailed filing data is available for this year.$2.96$0.35$2.61$3.41$3.32$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.88$0.36$2.52$3.10$3.39$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.27$2.81$3.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.71$2.28$3.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$1.09$2.24$3.40