Civic Intelligence

Nw Assoc for Financial Professionals Nw Summit Regional C

EIN 46-1528958 • 501(c)6 • Woodinville, WA

Profile

Professional Education

16409 NE 143rd StWoodinville, WA 98072

www.northwestsummit.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

89th percentile

32%

Higher net margin than 89% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

87th percentile

34%

Faster asset growth than 87% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

32%

Faster revenue growth than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$108,566

Up $27,731 (+34%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$108,566

Up $27,731 (+34%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$86,589

Up $21,124 (+32%) from 2023

Expenses

Down

$58,858

Down $15,197 (-21%) from 2023

Net Income

Up

$27,731

Up $36,321 (+423%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$150K$100K$50K$0Assets 2023: $80,835Net Assets 2023: $80,8352023Assets 2024: $108,566Net Assets 2024: $108,5662024

Highlighted filing

2024

Assets$108,566
Liabilities-
Net Assets$108,566
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$100K$50K$0-$50KRevenue 2023: $65,465Expenses 2023: $74,055Net Income 2023: -$8,5902023Revenue 2024: $86,589Expenses 2024: $58,858Net Income 2024: $27,7312024

Highlighted filing

2024

Revenue$86,589
Expenses$58,858
Net Income$27,731
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,566
Liabilities
-
Net assets
$108,566
Revenue
$86,589
Expenses
$58,858
Net income
$27,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.87$0.59$0.28
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.65$0.74$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 16, 2025
Return Version
2024v5.0
Gross Receipts
$86,589
Mission and Program Overview

Mission

Professional Education

Program Services

DescriptionGrantsExpenses
Provide for Treasury Professionals to attend one annual conference to earn CTP credits and network with other treasury professionals.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Candace WenzelBoard President-$0--
Jim ScurlockBoard Treasurer-$0--
Kevin WaldeckBoard Secretary-$0--
Claudia LeslieBoard Member-$0--
Heidi BlairBoard Member-$0--
David AuwenBoard Member-$0--
Lindsay GentileBoard Member-$0--
Tim SmallowBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Nw Assoc for Financial Professionals Nw Summit Regional C
EIN
46-1528958
Phone
5098506889
Address
16409 NE 143rd St, Woodinville, WA 98072

Signing Officer

Name
Candace Wenzel
Title
Board President
Phone
5098506889
Signed
2025-05-16
Raw XML Appendix106 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Heidi Blair
IRS990EZ/BooksInCareOfDetail/PhoneNum05098506889
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016414 E 9th Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Spokane Vly
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd099037
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080835
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108566
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027731
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt023413
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt080835
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108566
IRS990EZ/GrossReceiptsAmt086589
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt086589
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt080835
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0108566
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt080835
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0108566
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Candace Wenzel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jim Scurlock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kevin Waldeck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Claudia Leslie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Heidi Blair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5David Auwen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lindsay Gentile
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Tim Smallow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt032880
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Professional Education
IRS990EZ/PrintingPublicationsPostageAmt02565
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide for Treasury Professionals to attend one annual conference to earn CTP credits and network with other treasury professionals.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058858
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt086589
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://www.northwestsummit.org
ReasonableCauseExplanation/ExplanationTxt0The 2024 Form 990 was not filed by the due date due to reasonable cause. During the filing period, the organization relied in good faith on its board treasurer, who advised the board that the return had been properly filed and provided what appeared to be a completed Form 990. The organization later discovered that although the return had been prepared, it was not electronically submitted to the IRS. Upon learning of the issue, the organization took corrective action by appointing a new treasurer, implementing additional internal controls to verify filings, and promptly completing and submitting the required return. The organization respectfully submits that the failure to file timely was unintentional and the result of reasonable reliance on a responsible officer.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Candace Wenzel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board President
ReturnHeader/BusinessOfficerGrp/PhoneNum05098506889
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NW ASSOC FOR FINANCIAL PROFESSIONALS NW SUMMIT REGIONAL C
ReturnHeader/Filer/BusinessNameControlTxt0NWAS
ReturnHeader/Filer/EIN0461528958
ReturnHeader/Filer/PhoneNum05098506889
ReturnHeader/Filer/USAddress/AddressLine1Txt016409 NE 143rd St
ReturnHeader/Filer/USAddress/CityNm0Woodinville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098072
ReturnHeader/ReturnTs02026-02-06T13:22:00Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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