Civic Intelligence

Wa Charters Action

990 • Fiscal year 2016 • EIN 47-5599167

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

210 S Hudson St No 330Seattle, WA 98134

(206) 832-8505

Siviq Scores

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

Liabilities / Assets

91st percentile

0.53x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.40x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-46%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$326,792

No earlier filing loaded for comparison.

Net Assets

$152,868

No earlier filing loaded for comparison.

Liabilities

$173,924

No earlier filing loaded for comparison.

Revenue

$430,000

No earlier filing loaded for comparison.

Expenses

$625,844

No earlier filing loaded for comparison.

Net Income

-$195,844

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2016: $326,792Liabilities 2016: $173,924Net Assets 2016: $152,8682016Assets 2017: $567,258Liabilities 2017: $11,468Net Assets 2017: $555,7902017Assets 2018: $338,176Liabilities 2018: $90,742Net Assets 2018: $247,4342018Assets 2019: $25,750Liabilities 2019: $17,318Net Assets 2019: $8,4322019Assets 2020: $166,266Liabilities 2020: $67,737Net Assets 2020: $98,5292020Assets 2021: $956,672Liabilities 2021: $27,949Net Assets 2021: $928,7232021Assets 2022: $1,219,354Liabilities 2022: $79,865Net Assets 2022: $1,139,4892022Assets 2023: $947,934Liabilities 2023: $141,167Net Assets 2023: $806,7672023Assets 2024: $525,620Liabilities 2024: $50,472Net Assets 2024: $475,1482024

Highlighted filing

2016

Assets$326,792
Liabilities$173,924
Net Assets$152,868

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $430,000Expenses 2016: $625,844Net Income 2016: -$195,8442016Revenue 2017: $500,000Expenses 2017: $97,078Net Income 2017: $402,9222017Revenue 2018: $34Expenses 2018: $308,390Net Income 2018: -$308,3562018Revenue 2019: $87Expenses 2019: $239,089Net Income 2019: -$239,0022019Revenue 2020: $382,532Expenses 2020: $292,435Net Income 2020: $90,0972020Revenue 2021: $1,485,042Expenses 2021: $654,848Net Income 2021: $830,1942021Revenue 2022: $1,025,066Expenses 2022: $814,300Net Income 2022: $210,7662022Revenue 2023: $400,024Expenses 2023: $732,745Net Income 2023: -$332,7212023Revenue 2024: $215,950Expenses 2024: $547,569Net Income 2024: -$331,6192024

Highlighted filing

2016

Revenue$430,000
Expenses$625,844
Net Income-$195,844
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$430,000
Mission and Program Overview

Mission

We advocate for and support high-quality charter public schools that meet the needs of historically underserved students.

See schedule o.developing and advocating for legislation, regulations, policy and government programs to improve access to high-quality charter public schools. Empowering an active citizenry to advocate for establishment and equitable funding of charter public schools in washington state.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$350,000$0▼ $350,000
Cash and Non-Interest-Bearing Accounts$0$326,792▲ $326,792
Loans From Officers Directors$28,338$173,074▲ $144,736
Prepaid Expenses and Deferred Charges$28,338$0▼ $28,338
Total Assets$378,338$326,792▼ $51,546
Liabilities
Accounts Payable and Accrued Expenses$1,288$850▼ $438
Total Liabilities$29,626$173,924▲ $144,298
Net Assets / Fund Balance
Unrestricted Net Assets$348,712$152,868▼ $195,844
Total Net Assets Fund Balance$348,712$152,868▼ $195,844
Total Liabilities and Net Assets / Fund Balance$378,338$326,792▼ $51,546
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William KiolbasaCFO and COO-$10,292$129,848$140,140
Thomas FrantaPresident and CEOPT$19,789$1,979$21,768

Board Members and Trustees

NameTitle
Joe HaileyBoard Member
Joel DomingoBoard Member
Peter ThorpBoard Member
Shirline WilsonBoard Member
Stephen MullinBoard Member
Lisa MacfarlaneSecretary
James SpadyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Rally INCContracted Services9171 WILSHIRE BLVD SUITE 400, Beverly Hills, CA 90210$426,165
Revenue and Support

Revenue Composition

Contributions and Grants
$430,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-195,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$556,178
Salaries, Compensation, and Employee Benefits$69,666
Total Fundraising Expense$6,006
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$83,771$44,474-$128,245
Current Officers, Directors, Trustees, and Key Employees$16,849$11,233$5,007$33,089
Travel$27,658$3,690-$31,348
Other Salaries and Wages$15,754$12,264$500$28,518
Conferences and Meetings$23,607$118-$23,725
Fees for Services Other$19,014$4,455-$23,469
Fees for Services Legal$813$19,046-$19,859
Office Expenses$9,429$5,099-$14,528
Payroll Taxes$2,968$1,914$461$5,343
Occupancy-$5,007-$5,007
Other Employee Benefits$1,543$1,135$38$2,716
Total Functional Expenses$496,355$123,483$6,006$625,844
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$28,338$173,074▲ $144,736
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Wa charters action ceo and treasurer reviewed the draft copy of the form 990 which was then distributed to the finance committee prior to filing the return.

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

Wa charters action follows the norms and policies of washington state charter schools association in the same manner.

Form 990, Part VI, Section C, Line 19

Wa charters action's governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Wa Charters Action
EIN
47-5599167
Phone
2068328505
Address
210 S HUDSON ST NO 330, SEATTLE, WA 98134

Signing Officer

Name
PATRICK D'AMELIO
Title
Chief Executive Officer
Phone
2068328505
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
PATRICK D'AMELIO
Formed
2015
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
The Myers Associates Pc
Address
520 PIKE ST STE 1040, SEATTLE, WA 98101-2397
Preparer
Mark T Long CPA
Phone
2066236116
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The consolidated audit will be reviewed by the members of the wa charters finance committee.

Form 990, Part I, Line 5

Wa charters actions salary and related employee expenses are allocated to it through a cost sharing agreement with wa charters. Wa charters uses a professional employer organization (peo) for all hr and employee compensation. The peo issues all forms w2.

Raw XML AppendixShowing 400 of 463 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0125179
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt01979
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016293
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THOMAS FRANTA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT AND CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt021768
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0141472
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0173074
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0WA CHARTERS- WASHINGTON CHARTER SCHOOLS ASSOCIATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0ADVANCED COSTS RELATED TO WA CHARTERS ACTION ACTIVITIES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt028338
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0COMMON CONTROL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0173074
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WA CHARTERS ACTION CEO AND TREASURER REVIEWED THE DRAFT COPY OF THE FORM 990 WHICH WAS THEN DISTRIBUTED TO THE FINANCE COMMITTEE PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WA CHARTERS ACTION FOLLOWS THE NORMS AND POLICIES OF WASHINGTON STATE CHARTER SCHOOLS ASSOCIATION IN THE SAME MANNER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WA CHARTERS ACTION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONSOLIDATED AUDIT WILL BE REVIEWED BY THE MEMBERS OF THE WA CHARTERS FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WA CHARTERS ACTIONS SALARY AND RELATED EMPLOYEE EXPENSES ARE ALLOCATED TO IT THROUGH A COST SHARING AGREEMENT WITH WA CHARTERS. WA CHARTERS USES A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR ALL HR AND EMPLOYEE COMPENSATION. THE PEO ISSUES ALL FORMS W2.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART I, LINE 5
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0WA CHARTERS ACTION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WASHINGTON STATE CHARTER SCHOOLS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WA CHARTERS PAC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0463224248
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1810717336
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT HIGH-QUALITY CHARTER PUBLIC SCHOOLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1POLITICAL CONTRIBUTIONS TO WASHINGTON STATE LEGISLATORS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0210 S HUDSON ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1210 S HUDSON ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098134
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd198134
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0430000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt169666
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt25007
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt3250063
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WASHINGTON STATE CHARTER SCHOOLS ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WASHINGTON STATE CHARTER SCHOOLS ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2WASHINGTON STATE CHARTER SCHOOLS ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3WASHINGTON STATE CHARTER SCHOOLS ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0378338
IRS990/TotalAssetsEOYAmt0326792
IRS990/TotalAssetsGrp/BOYAmt0378338
IRS990/TotalAssetsGrp/EOYAmt0326792
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0430000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06006
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0123483
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0496355
IRS990/TotalFunctionalExpensesGrp/TotalAmt0625844
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029626
IRS990/TotalLiabilitiesEOYAmt0173924
IRS990/TotalLiabilitiesGrp/BOYAmt029626
IRS990/TotalLiabilitiesGrp/EOYAmt0173924
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0348712
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0152868

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