Civic Intelligence

Western Association of Student Financial

EIN 33-0009083 • 501(c)3 • Los Angeles, CA

Profile

To provide support and training for student financial aid administrators and those wishing to become student financial aid administrators.

Refreshing map…

1225 Cypress Ave Ste 3 V830Los Angeles, CA 90065

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.08x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

83rd percentile

36%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-5.2%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$979,098

Up $79,129 (+8.8%) from 2022

Liabilities

Down

$6,022

Down $27,820 (-82%) from 2022

Net Assets

Up

$973,076

Up $106,949 (+12%) from 2022

Revenue

Up

$249,488

Up $39,005 (+19%) from 2022

Expenses

Up

$415,916

Up $31,429 (+8.2%) from 2022

Net Income

Up

-$166,428

Up $7,576 (+4.4%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $850,203Liabilities 2010: $6,166Net Assets 2010: $844,0372010Assets 2012: $833,372Liabilities 2012: $12,289Net Assets 2012: $821,0832012Assets 2013: $934,887Liabilities 2013: $4,242Net Assets 2013: $930,6452013Assets 2014: $1,006,744Liabilities 2014: $978Net Assets 2014: $1,005,7662014Assets 2015: $933,972Liabilities 2015: $19,246Net Assets 2015: $914,7262015Assets 2016: $983,668Liabilities 2016: $4,726Net Assets 2016: $978,9422016Assets 2017: $1,090,793Liabilities 2017: $21,188Net Assets 2017: $1,069,6052017Assets 2019: $1,047,857Liabilities 2019: $24,649Net Assets 2019: $1,023,2082019Assets 2020: $1,150,353Liabilities 2020: $50Net Assets 2020: $1,150,3032020Assets 2021: $1,257,239Liabilities 2021: $383Net Assets 2021: $1,256,8562021Assets 2022: $899,969Liabilities 2022: $33,842Net Assets 2022: $866,1272022Assets 2024: $979,098Liabilities 2024: $6,022Net Assets 2024: $973,0762024

Highlighted filing

2024

Assets$979,098
Liabilities$6,022
Net Assets$973,076

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $191,2712010Expenses 2012: $267,4042012Revenue 2013: $310,303Expenses 2013: $253,900Net Income 2013: $56,4032013Revenue 2014: $265,783Expenses 2014: $233,355Net Income 2014: $32,4282014Revenue 2015: $264,845Expenses 2015: $331,514Net Income 2015: -$66,6692015Revenue 2016: $241,570Expenses 2016: $233,280Net Income 2016: $8,2902016Revenue 2017: $303,358Expenses 2017: $350,983Net Income 2017: -$47,6252017Revenue 2019: $330,110Expenses 2019: $441,768Net Income 2019: -$111,6582019Revenue 2020: $93,275Expenses 2020: $88,417Net Income 2020: $4,8582020Revenue 2021: $107,439Expenses 2021: $158,539Net Income 2021: -$51,1002021Revenue 2022: $210,483Expenses 2022: $384,487Net Income 2022: -$174,0042022Revenue 2024: $249,488Expenses 2024: $415,916Net Income 2024: -$166,4282024

Highlighted filing

2024

Revenue$249,488
Expenses$415,916
Net Income-$166,428

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.01$0.97$0.25$0.42$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.03$0.87$0.21$0.38$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.11$0.16$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.09$0.09$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.02$1.02$0.33$0.44$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.02$1.07$0.30$0.35$0.05
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.24$0.23$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.02$0.91$0.26$0.33$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.27$0.23$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.31$0.25$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.01$0.82$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.01$0.84$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 10, 2025
Return Version
2024v5.0
Gross Receipts
$249,488
Mission and Program Overview

Mission

To provide support and training for student financial aid administrators and those wishing to become student financial aid administrators.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$957,462$973,076▲ $15,614
Investments in Publicly Traded Securities$932,237$957,035▲ $24,798
Cash and Non-Interest-Bearing Accounts$27,057$22,063▼ $4,994
Total Assets$959,294$979,098▲ $19,804
Liabilities
Other Liabilities$1,832$6,022▲ $4,190
Total Liabilities$1,832$6,022▲ $4,190
Net Assets / Fund Balance
Total Net Assets Fund Balance$957,462$973,076▲ $15,614
Total Liabilities and Net Assets / Fund Balance$959,294$979,098▲ $19,804
Compensation and Service Providers

Board Members and Trustees

NameTitle
John BenderPresident
Bronwyn GarrisonPresident El
Iris CatoAk State Pre
Caleb WilliamsAz State Pre
Rashinda HutchinsonCA State Pre
Kelley ChristiansonId State Pre
Shellee KilbrideNv State Pre
Karen AshOr State Pre
Sherrie PadillaPacfaa
Carlos VillarroelRep at Large
Holly JohnsonRep at Large
Leonard Walker JrRep at Large
Gecko McdowellSecretary
Ashley ColemanTreasurer
Zoe RaeTreasurer El
John LazzariVice-preside
Melanie RuizWa State Pre
Revenue and Support

Revenue Composition

Contributions and Grants
$45,620
Program Service Revenue
$189,750
Investment Income
$14,118
Other Revenue
$0
Change in Net Assets
$-166,428
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$379,801
Grants and Similar Amounts Paid$36,115
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$239,284--$239,284
Travel-$111,167-$111,167
Grants to Domestic Orgs$18,650--$18,650
Grants to Domestic Individuals$17,465--$17,465
Information Technology$11,979--$11,979
Office Expenses-$9,213-$9,213
Other Expenses$5,872$2,286-$8,158
Total Functional Expenses$293,250$122,666$0$415,916
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pacific Financial Aid AssociationKapolei, HI501(c)Support Association$5,650
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards Payable$6,022
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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
No
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 7A

Elections are held annually for president, vice-president, secretary and ethnic diversity representative. The treasurer serves for 2 years and is also elected. The seven states within wasfaa each hold annual elections for their president, who also serves on the board of wasfaa.

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

Changes to bylaws are recommended by the board and voted on in general elections by the voting membership.

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

990 is provided to the board for review prior to its submission.

Form 990, Page 6, Part VI, Line 19

All documents are available on request.

Filing and Contact Details

Filer

Filer Name
Western Association of Student
EIN
33-0009083
Phone
5037533317
Address
1225 CYPRESS AVE STE 3 V830, LOS ANGELES, CA 90065

Signing Officer

Name
Ashley Coleman
Title
Treasurer
Phone
5413461158
Signed
2025-06-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Coleman
Voting Board Members
17
Independent Board Members
0
Employees
0
Volunteers
70

Preparer

Firm
Jordan & Company Pa
Address
109 N ARTHUR AVE STE 400, POCATELLO, ID 83204
Preparer
Tracey D Corta Cpapfs
Phone
2082325471
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Newsletters are sent to over 1200 members of the organization and web site providing timely articles and information on events affecting readership.

Raw XML AppendixShowing 400 of 419 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/Form990PartVIISectionAGrp/TitleTxt0OR STATE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2AK STATE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt3ID STATE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT EL
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IRS990/Form990PartVIISectionAGrp/TitleTxt7REP AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8REP AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9NV STATE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12PACFAA
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER EL
IRS990/Form990PartVIISectionAGrp/TitleTxt14WA STATE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt15REP AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt16AZ STATE PRE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PROVIDES FINANCIAL ASSISTANCE FOR THE TRAINING OF SPECIFIC INDIVIDUALS SEEKING TO BECOME FINANCIAL AID ADMINISTRATORS. MEMBERS APPLY FOR ASSISTANCE, APPLICATIONS ARE REVIEWED BY A COMMITTEE, AND AWARDS ARE MADE BASED ON FINANCIAL NEED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NEWSLETTERS ARE SENT TO OVER 1200 MEMBERS OF THE ORGANIZATION AND WEB SITE PROVIDING TIMELY ARTICLES AND INFORMATION ON EVENTS AFFECTING READERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELECTIONS ARE HELD ANNUALLY FOR PRESIDENT, VICE-PRESIDENT, SECRETARY AND ETHNIC DIVERSITY REPRESENTATIVE. THE TREASURER SERVES FOR 2 YEARS AND IS ALSO ELECTED. THE SEVEN STATES WITHIN WASFAA EACH HOLD ANNUAL ELECTIONS FOR THEIR PRESIDENT, WHO ALSO SERVES ON THE BOARD OF WASFAA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGES TO BYLAWS ARE RECOMMENDED BY THE BOARD AND VOTED ON IN GENERAL ELECTIONS BY THE VOTING MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO ITS SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE ON REQUEST.
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