Civic Intelligence

Wa Charters Action

990 • Fiscal year 2018 • EIN 47-5599167

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

506 2nd Ave No 630Seattle, WA 98104

(206) 424-2780

Siviq Scores

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

Liabilities / Assets

85th percentile

0.27x

Higher debt load relative to assets than 85% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

100th percentile

2668.88x

Higher debt load relative to revenue than 100% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-906929%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

100th percentile

$380,908

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 1120317.6% of source-year revenue.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

8th percentile

-40%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$338,176

Down $229,082 (-40%) from 2017

Net Assets

Down

$247,434

Down $308,356 (-55%) from 2017

Liabilities

Up

$90,742

Up $79,274 (+691%) from 2017

Revenue

Down

$34

Down $499,966 (-100%) from 2017

Expenses

Up

$308,390

Up $211,312 (+218%) from 2017

Net Income

Down

-$308,356

Down $711,278 (-177%) from 2017

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

2018

Assets$338,176
Liabilities$90,742
Net Assets$247,434

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

2018

Revenue$34
Expenses$308,390
Net Income-$308,356
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$34
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
Cash and Non-Interest-Bearing Accounts$567,258$338,176▼ $229,082
Loans From Officers Directors$11,468$78,342▲ $66,874
Total Assets$567,258$338,176▼ $229,082
Liabilities
Accounts Payable and Accrued Expenses-$12,400-
Total Liabilities$11,468$90,742▲ $79,274
Net Assets / Fund Balance
Unrestricted Net Assets$555,790$247,434▼ $308,356
Total Net Assets Fund Balance$555,790$247,434▼ $308,356
Total Liabilities and Net Assets / Fund Balance$567,258$338,176▼ $229,082
Compensation and Service Providers

Employees

NameTitleOtherTotal
Haid BloxhamCFO$132,280$132,280
PATRICK D'AMELIOCEO$1,359$1,359

Board Members and Trustees

NameTitle
Stephen MullinChair
Dr Joel DomingoBoard Member
Joe HaileyBoard Member
Lisa MacfarlaneSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$34
Other Revenue
$0
Change in Net Assets
$-308,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$149,500
Other Expenses$94,059
Salaries, Compensation, and Employee Benefits$64,831
Total Fundraising Expense$530
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$149,500--$149,500
Fees for Services Other$72,000$8,643-$80,643
Current Officers, Directors, Trustees, and Key Employees$24,226$9,983$283$34,492
Other Salaries and Wages$15,646$6,448$182$22,276
Travel$4,052$666-$4,718
Other Employee Benefits$2,755$1,246$36$4,037
Payroll Taxes$2,973$1,024$29$4,026
Office Expenses-$3,738-$3,738
Occupancy-$1,529-$1,529
Conferences and Meetings$764$561-$1,325
Fees for Services Accounting-$1,050-$1,050
Fees for Services Legal-$1,013-$1,013
Other Expenses-$43-$43
Total Functional Expenses$271,916$35,944$530$308,390
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wa Charters Action PacSeattle, WA527Support of Washington Charter Public Schools$94,500
Democrats for Education ReformWashington, DC501(c)(4)Support of Washington Charter Public Schools$30,000
Lev FoundationSeattle, WA501(c)(3)Support of Washington Charter Public Schools$25,000
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$11,468$78,342▲ $66,874
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 & treasurer reviewed the draft 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
2064242780
Address
506 2ND AVE NO 630, SEATTLE, WA 98104

Signing Officer

Name
PATRICK D'AMELIO
Title
Chief Executive Officer
Phone
2064242780
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
PATRICK D'AMELIO
Formed
2015
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

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 IX, Line 11G

Contract services: program service expenses 0. Management and general expenses 3,393. Fundraising expenses 0. Total expenses 3,393. Other professional services: program service expenses 72,000. Management and general expenses 5,250. Fundraising expenses 0. Total expenses 77,250.

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.

Raw XML AppendixShowing 400 of 445 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/DeferredCompRltdOrgsAmt015478
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt01359
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025186
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PATRICK D'AMELIO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt01359
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0379549
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt078342
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/TotalBalanceDueAmt078342
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WA CHARTERS ACTION CEO & TREASURER REVIEWED THE DRAFT 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/ExplanationTxt3CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,393. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,393. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 72,000. MANAGEMENT AND GENERAL EXPENSES 5,250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONSOLIDATED AUDIT WILL BE REVIEWED BY THE MEMBERS OF THE WA CHARTERS FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WA CHARTERS ACTIONS SALARY AND RELATED EMPLOYEE EXPENSES ARE ALLOCATED TO IT THROUGH A COST SHARING AGREEMENT WITH WA CHARTERS.
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 IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART I, LINE 5
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
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/AddressLine1Txt0506 2ND AVE 630
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1506 2ND AVE 630
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098104
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd198104
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt064831
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WASHINGTON STATE CHARTER SCHOOLS ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0567258
IRS990/TotalAssetsEOYAmt0338176
IRS990/TotalAssetsGrp/BOYAmt0567258
IRS990/TotalAssetsGrp/EOYAmt0338176
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0530
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035944
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0271916
IRS990/TotalFunctionalExpensesGrp/TotalAmt0308390
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011468
IRS990/TotalLiabilitiesEOYAmt090742
IRS990/TotalLiabilitiesGrp/BOYAmt011468
IRS990/TotalLiabilitiesGrp/EOYAmt090742
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0555790
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0247434
IRS990/TotalOtherCompensationAmt059188
IRS990/TotalProgramServiceExpensesAmt0271916
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt034
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0567258
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0338176
IRS990/TotReportableCompRltdOrgAmt0454000
IRS990/TransactionWithControlEntInd00
IRS990/TravelGrp/ManagementAndGeneralAmt0666
IRS990/TravelGrp/ProgramServicesAmt04052
IRS990/TravelGrp/TotalAmt04718
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0555790

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