Civic Intelligence

Washington Teachers Union Option 2 Veba Tr

990 • Fiscal year 2019 • EIN 30-6360227

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 11, 2020

Organization ProfileN/A
1239 Pennsylvania AvenueWashington, DC 20003

(202) 293-8600

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

0.38x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

1st percentile

-11146%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

74th percentile

$69,200

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 1539.1% of source-year revenue.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

19th percentile

-10%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

7.5%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$4,332,894

Down $500,358 (-10%) from 2018

Net Assets

Down

$4,331,171

Down $501,116 (-10%) from 2018

Liabilities

Up

$1,723

Up $758 (+79%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin1st percentile

Revenue

Up

$4,496

Up $315 (+7.5%) from 2018

Expenses

Down

$505,612

Down $207,559 (-29%) from 2018

Net Income

Up

-$501,116

Up $207,874 (+29%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $946,659Liabilities 2014: $104,483Net Assets 2014: $842,1762014Assets 2015: $872,547Liabilities 2015: $295,449Net Assets 2015: $577,0982015Assets 2016: $847,769Liabilities 2016: $330,051Net Assets 2016: $517,7182016Assets 2017: $5,550,843Liabilities 2017: $9,566Net Assets 2017: $5,541,2772017Assets 2018: $4,833,252Liabilities 2018: $965Net Assets 2018: $4,832,2872018Assets 2019: $4,332,894Liabilities 2019: $1,723Net Assets 2019: $4,331,1712019Assets 2020: $3,957,208Liabilities 2020: $6,755Net Assets 2020: $3,950,4532020Assets 2021: $3,756,675Liabilities 2021: $2,177Net Assets 2021: $3,754,4982021Assets 2022: $3,623,634Liabilities 2022: $3,481Net Assets 2022: $3,620,1532022Assets 2023: $3,601,151Liabilities 2023: $6,368Net Assets 2023: $3,594,7832023Assets 2024: $3,614,365Liabilities 2024: $5,791Net Assets 2024: $3,608,5742024

Highlighted filing

2019

Assets$4,332,894
Liabilities$1,723
Net Assets$4,331,171
Open 2019 Filing

Operations Trend

Revenue Growth62nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $1,790,365Expenses 2014: $948,189Net Income 2014: $842,1762014Revenue 2015: $634,448Expenses 2015: $899,526Net Income 2015: -$265,0782015Revenue 2016: $712,045Expenses 2016: $771,425Net Income 2016: -$59,3802016Revenue 2017: $5,749,245Expenses 2017: $725,686Net Income 2017: $5,023,5592017Revenue 2018: $4,181Expenses 2018: $713,171Net Income 2018: -$708,9902018Revenue 2019: $4,496Expenses 2019: $505,612Net Income 2019: -$501,1162019Revenue 2020: $3,567Expenses 2020: $384,286Net Income 2020: -$380,7192020Revenue 2021: $1,910Expenses 2021: $197,865Net Income 2021: -$195,9552021Revenue 2022: $1,854Expenses 2022: $136,198Net Income 2022: -$134,3442022Revenue 2023: $23,387Expenses 2023: $48,757Net Income 2023: -$25,3702023Revenue 2024: $37,768Expenses 2024: $23,977Net Income 2024: $13,7912024

Highlighted filing

2019

Revenue$4,496
Expenses$505,612
Net Income-$501,116
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 11, 2020
Return Version
2018v3.1
Gross Receipts
$4,496
Mission and Program Overview

Mission

The plan covers employees in jobs covered by a collective bargaining agreement between the washington teachers' union local #6 of the american federation of teachers, afl-cio and the district of columbia public school (dcps) system. The plan was established to provide supplemental unemployment benefits and other welfare benefits to current and former dcps employees who meet certain eligibility requirements, and to establish, maintain, operate and administer the washington teachers union teachers' center.

The plan covers employees in jobs covered by a collective bargaining agreement between the washington teachers union local #6 of the american federation of teachers, afl-cio and the district of columbia public school (dcps) system. The plan was established to provide supplemental unemployment benefits and other welfare benefits to current and former dcps employees who meet certain eligibility requirements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,825,366$4,325,008▼ $500,358
Cash and Non-Interest-Bearing Accounts$4,963$4,957▼ $6
Prepaid Expenses and Deferred Charges$2,923$2,929▲ $6
Total Assets$4,833,252$4,332,894▼ $500,358
Liabilities
Accounts Payable and Accrued Expenses$965$1,723▲ $758
Total Liabilities$965$1,723▲ $758
Net Assets / Fund Balance
Unrestricted Net Assets$4,832,287$4,331,171▼ $501,116
Total Net Assets Fund Balance$4,832,287$4,331,171▼ $501,116
Total Liabilities and Net Assets / Fund Balance$4,833,252$4,332,894▼ $500,358
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Jacqueline HinesTrusteePT$69,200$69,200
Elizabeth DavisChairpersonPT$67,932$67,932

Board Members and Trustees

NameTitle
Jared CatapanoTrustee
Joyce AmrooTrustee
Kimberlynn JurkowskiTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,496
Other Revenue
$0
Change in Net Assets
$-501,116

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,496
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,496
Total Revenue per Form 990
$4,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$37,210
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$468,402
Other Expenses---$13,046
Insurance---$8,779
Fees for Services Legal---$7,845
Fees for Services Accounting---$7,500
Office Expenses---$40
Total Functional Expenses$0$0$0$505,612

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$505,612
Total Expenses per Audited Statements$505,612
Total Expenses per Form 990$505,612
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the trustees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“At all meetings the board reviews any potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The documents are not publically available but are available to plan participants.”

Filing and Contact Details

Filer

Filer Name
Washington Teachers Union Option 2
EIN
30-6360227
Phone
2022938600
Address
1239 PENNSYLVANIA AVENUE, WASHINGTON, DC 20003

Signing Officer

Name
Elizabeth Davis
Title
Trustee
Phone
2022938600
Signed
2020-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Davis
Formed
2013
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Subrina Wood CPA
Phone
2023319880
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan accounts for income taxes in accordance with the accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The plan performed an evaluation of uncertain tax positions for the years ended june 30, 2019 and 2018 and determined that there were no matters that would require recognition in the financial statements or that may have an effect on its tax-exempt status. As of june 30, 2018, the statute of limitations for tax years 2015 through 2017 remains open with the u.s. Federal jurisdiction and the various states and local jurisdictions in which the plan files returns.”

Raw XML Appendix317 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PLAN COVERS EMPLOYEES IN JOBS COVERED BY A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE WASHINGTON TEACHERS UNION LOCAL #6 OF THE AMERICAN FEDERATION OF TEACHERS, AFL-CIO AND THE DISTRICT OF COLUMBIA PUBLIC SCHOOL (DCPS) SYSTEM. THE PLAN WAS ESTABLISHED TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS AND OTHER WELFARE BENEFITS TO CURRENT AND FORMER DCPS EMPLOYEES WHO MEET CERTAIN ELIGIBILITY REQUIREMENTS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
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IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04496
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt08779
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04496
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE PLAN COVERS EMPLOYEES IN JOBS COVERED BY A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE WASHINGTON TEACHERS UNION LOCAL #6 OF THE AMERICAN FEDERATION OF TEACHERS, AFL-CIO AND THE DISTRICT OF COLUMBIA PUBLIC SCHOOL (DCPS) SYSTEM. THE PLAN WAS ESTABLISHED TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS AND OTHER WELFARE BENEFITS TO CURRENT AND FORMER DCPS EMPLOYEES WHO MEET CERTAIN ELIGIBILITY REQUIREMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2019 AND 2018 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2018, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2015 THROUGH 2017 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT ALL MEETINGS THE BOARD REVIEWS ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS ARE NOT PUBLICALLY AVAILABLE BUT ARE AVAILABLE TO PLAN PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SchoolOperatingInd00
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IRS990/TempOrPermanentEndowmentsInd00
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ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,332,894
Liabilities
$1,723
Net assets
$4,331,171
Revenue
$4,496
Expenses
$505,612
Net income
-$501,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.61$0.01$3.61$0.04$0.02$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.60$0.01$3.59$0.02$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.00$0.14$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.75$0.00$0.20$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.96$0.01$3.95$0.00$0.38$0.38
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.00$0.51$0.50
2018Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.00$0.71$0.71
2017Detailed filing. Detailed filing data is available for this year.$5.55$0.01$5.54$5.75$0.73$5.02
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.33$0.52$0.71$0.77$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.30$0.58$0.63$0.90$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.10$0.84$1.79$0.95$0.84