Civic Intelligence

Washington Asset Building Coalition

990EZ • Fiscal year 2017 • EIN 27-1406157

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

PO Box 3831Seattle, WA 98124-3831

(206) 898-3043

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-130%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$72,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 130.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-59%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$92,446

Down $73,295 (-44%) from 2016

Net Assets

Down

$88,949

Down $71,572 (-45%) from 2016

Liabilities

Down

$3,497

Down $1,723 (-33%) from 2016

Revenue

Down

$55,131

Down $78,638 (-59%) from 2016

Expenses

Up

$126,703

Up $30,569 (+32%) from 2016

Net Income

Down

-$71,572

Down $109,207 (-290%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2016: $165,741Liabilities 2016: $5,220Net Assets 2016: $160,5212016Assets 2017: $92,446Liabilities 2017: $3,497Net Assets 2017: $88,9492017Assets 2018: $39,799Liabilities 2018: $1,680Net Assets 2018: $38,1192018Assets 2019: $9,388Liabilities 2019: $3,709Net Assets 2019: $5,6792019Assets 2020: $37,589Liabilities 2020: $1,956Net Assets 2020: $35,6332020Assets 2021: $56,683Liabilities 2021: $2,721Net Assets 2021: $53,9622021Assets 2022: $148,452Liabilities 2022: $239Net Assets 2022: $148,2132022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2017

Assets$92,446
Liabilities$3,497
Net Assets$88,949

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2016: $133,769Expenses 2016: $96,134Net Income 2016: $37,6352016Revenue 2017: $55,131Expenses 2017: $126,703Net Income 2017: -$71,5722017Revenue 2018: $81,715Expenses 2018: $132,546Net Income 2018: -$50,8312018Revenue 2019: $69,368Expenses 2019: $101,808Net Income 2019: -$32,4402019Revenue 2020: $118,750Expenses 2020: $88,796Net Income 2020: $29,9542020Revenue 2021: $111,000Expenses 2021: $92,671Net Income 2021: $18,3292021Revenue 2022: $202,202Expenses 2022: $107,951Net Income 2022: $94,2512022Revenue 2023: $70,340Expenses 2023: $48,198Net Income 2023: $22,1422023

Highlighted filing

2017

Revenue$55,131
Expenses$126,703
Net Income-$71,572
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$55,131
Mission and Program Overview

Mission

To provide opportunities for low and moderate-income residents in washington to build, maintain, and preserve assets through investments in education, home ownership, personal savings, and entrepreneurship.

Program Services

DescriptionGrantsExpenses
WABC IS THE LEAD ORGANIZATION IN WASHINGTON STATE FOR PROMOTING ASSET- BUILDING STRATEGIES FOR LOW INCOME COMMUNITIES. AS SUCH, IN 2017 WABC SERVED AS THE CONVENER FOR THE 15 LOCAL ASSET BUILDING COALITIONS, FACILITATING QUARTERLY MEETINGS, MONTHLY TRAININGS AND PROVIDING TECHNICAL ASSISTANCE ON SAVINGS PROGRAMS FOR LOW INCOME INDIVIDUALS, CHILD SAVINGS ACCOUNTS, RETIREMENT SAVINGS AND FINANCIAL EDUCATION. WABC HELD A STATEWIDE CONFERENCE IN OCTOBER WITH OVER 100 PARTICIPANTS FROM 17 COUNTIES IN WASHINGTON, COVERING TOPICS INCLUDING STUDENT LOAN DEBT, BEHAVIORAL ECONOMICS OF SAVINGS, FINANCIAL EDUCATION FOR MINORITY POPULATIONS AND SMALL BUSINESS RETIREMENT SAVINGS.-$106,769
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE BOWMANExecutive DiFT$72,000-$72,000
TODD PIETZCHBoard Chairm-$0--
PAUL KNOXSecretary/Tr-$0--
MARCY BOWERSBoard Member-$0--
MOLLY MORRISBoard Member-$0--
CAROLYN MCKINNONBoard Member-$0--
LYN PETERSBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Washington Asset Building Coalition
EIN
27-1406157
Phone
2068983043
Address
PO BOX 3831, SEATTLE, WA 98124-3831

Signing Officer

Name
Stephanie Bowman
Title
Executive Director
Phone
2068983043
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Greenwood Ohlund & Co Llp
Address
4241 21ST AVE W 400, SEATTLE, WA 98199
Preparer
AMANDA O'ROURKE CPA
Phone
2067821767
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses registration & membership 225 supplies 1,650 telephone, telecommunications 220 it support 2,138 travel 648 conferences & meetings 125 conference 5,800 coalition meetings 1,535 insurance 1,730 business registration fee 10 total 14,081

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 5,220 3,497

Form 990-ez, Part III

To provide opportunities for low and moderate-income residents in washington to build, maintain, and preserve assets through investments in education, home ownership, personal savings, and entrepreneurship.

Form 990-ez, Part III, Line 28

Wabc is the lead organization in washington state for promoting asset- building strategies for low income communities. As such, in 2017 wabc served as the convener for the 15 local asset building coalitions, facilitating quarterly meetings, monthly trainings and providing technical assistance on savings programs for low income individuals, child savings accounts, retirement savings and financial education. Wabc held a statewide conference in october with over 100 participants from 17 counties in washington, covering topics including student loan debt, behavioral economics of savings, financial education for minority populations and small business retirement savings.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,220 3,497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE OPPORTUNITIES FOR LOW AND MODERATE-INCOME RESIDENTS IN WASHINGTON TO BUILD, MAINTAIN, AND PRESERVE ASSETS THROUGH INVESTMENTS IN EDUCATION, HOME OWNERSHIP, PERSONAL SAVINGS, AND ENTREPRENEURSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WABC IS THE LEAD ORGANIZATION IN WASHINGTON STATE FOR PROMOTING ASSET- BUILDING STRATEGIES FOR LOW INCOME COMMUNITIES. AS SUCH, IN 2017 WABC SERVED AS THE CONVENER FOR THE 15 LOCAL ASSET BUILDING COALITIONS, FACILITATING QUARTERLY MEETINGS, MONTHLY TRAININGS AND PROVIDING TECHNICAL ASSISTANCE ON SAVINGS PROGRAMS FOR LOW INCOME INDIVIDUALS, CHILD SAVINGS ACCOUNTS, RETIREMENT SAVINGS AND FINANCIAL EDUCATION. WABC HELD A STATEWIDE CONFERENCE IN OCTOBER WITH OVER 100 PARTICIPANTS FROM 17 COUNTIES IN WASHINGTON, COVERING TOPICS INCLUDING STUDENT LOAN DEBT, BEHAVIORAL ECONOMICS OF SAVINGS, FINANCIAL EDUCATION FOR MINORITY POPULATIONS AND SMALL BUSINESS RETIREMENT SAVINGS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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