Civic Intelligence

Wtia Collaboration Institute

990 • Fiscal year 2020 • EIN 84-3819952

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

1595 NW Gilman Blvd No 6BIssaquah, WA 98027

(206) 448-3033

Siviq Scores

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

Liabilities / Assets

74th percentile

0.08x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

48th percentile

3.8%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

100th percentile

$465,126

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 166.9% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Assets

$11,641

No earlier filing loaded for comparison.

Net Assets

$10,658

No earlier filing loaded for comparison.

Liabilities

$983

No earlier filing loaded for comparison.

Revenue

$278,746

No earlier filing loaded for comparison.

Expenses

$268,088

No earlier filing loaded for comparison.

Net Income

$10,658

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.

$15K$10K$5.0K$0Assets 2020: $11,641Liabilities 2020: $983Net Assets 2020: $10,6582020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$11,641
Liabilities$983
Net Assets$10,658

Operations Trend

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

$300K$200K$100K$0Revenue 2020: $278,746Expenses 2020: $268,088Net Income 2020: $10,6582020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021

Highlighted filing

2020

Revenue$278,746
Expenses$268,088
Net Income$10,658
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$278,746
Mission and Program Overview

Mission

To bring together diverse cohorts of local leaders from inside and outside the technology industry to develop solutions to some of Washington's most pressing social problems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$11,641-
Total Assets$0$11,641▲ $11,641
Liabilities
Accounts Payable and Accrued Expenses-$983-
Total Liabilities$0$983▲ $983
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$10,658-
Total Net Assets Fund Balance$0$10,658▲ $10,658
Total Liabilities and Net Assets / Fund Balance$0$11,641▲ $11,641
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elizabeth ScallonDirector
Lisa NitzeDirector
Michael SchutzlerDirector
Vania KurniawatiDirector
Julie PhamExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$278,746
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$123,743
Change in Net Assets
$10,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$194,062
Other Expenses$74,026
Total Fundraising Expense$180
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$159,299$3,251-$162,550
Payroll Taxes$13,319$272-$13,591
Other Employee Benefits$13,132$189-$13,321
Fees for Services Legal$7,698--$7,698
Fees for Services Other$6,657$218-$6,875
Insurance$5,026$103-$5,129
Conferences and Meetings$4,994$102-$5,096
Pension Plan Contributions$4,508$92-$4,600
Office Expenses$924$120$180$1,224
Other Expenses$964$20-$984
Information Technology$716--$716
Travel$543$11-$554
Fees for Services Accounting$300--$300
Advertising$70--$70
Total Functional Expenses$262,622$5,286$180$268,088
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 A, line 2

The Board of Directors includes directors who are officers, directors, or employees of Washington Technology Industry Association, an affiliated Section 501(c)(6) organization.

Form 990, Part VI, Section A, line 4

The organization was dissolved on June 22, 2021.

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

The Form 990 was prepared under the direction of the controller and chief financial officer by the independent accounting firm SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. A draft copy of the organization's Form 990 was first provided to the organization's controller and chief financial officer, who reviewed the Form 990 for accuracy and completeness. Any questions, concerns, or issues raised by those individuals were addressed, and any necessary revisions were made to the Form 990. The revised Form 990 was then provided to the board of directors and executive director for their review and approval. Any additional questions, concerns, or issues raised by those individuals were addressed, and any necessary revisions were made to the Form 990. The final version of the Form 990 was reviewed and approved for filing by the chief financial officer.

Form 990, Part VI, Section C, line 19

The organization makes its governing documents, conflict of interest policy, financial statements and Form 990 available to the public by contacting the organization in writing at: 1595 NW Gilman Blvd, Suite 6B, Issaquah, WA 98027.

Form 990, Part VII, Section A, line 1A:

The organization does not compensate any members of the Board of Directors. The Board is composed of seven individuals. One Director is the Chief Executive Officer of the Washington Technology Industry Association (the WTIA). The rest of the Directors are employed by member organizations of the WTIA. All Directors are fiduciaries and understand their obligations under the Articles of Incorporation, Bylaws, conflict of interest policy, and other policies and procedures. The organization does not readily have access to information related to compensation paid to the Directors by entities other than the WTIA. The Directors serve on a voluntary basis. For their services on the Board, the Directors receive no known compensation adjustment from their employers, or any other party.

Filing and Contact Details

Filer

Filer Name
WTIA Collaboration Institute
EIN
84-3819952
Phone
2064483033
Address
1595 NW Gilman Blvd No 6B, Issaquah, WA 98027

Signing Officer

Name
Robert te Winkel
Title
Chief Financial Officer
Phone
2064483033
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Pham
Formed
2019
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Schoedel & Schoedel Cpas Pllc
Address
422 W RIVERSIDE AVE STE 1420, SPOKANE, WA 99201-0395
Preparer
Scott Opperud CPA
Phone
5097472158
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Julie Pham
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The compensation of the chief executive officer of the Washington Technology Industry Association (WTIA) and the executive director of the WTIA Collaboration Institute is reviewed annually by a committee appointed by the WTIA Board of Directors. The committee is composed of individuals independent of the employees being evaluated. The committee considers all relevant factors including (but not limited to): level of experience, performance reviews, and published compensation of similar positions in other organizations. The compensation committee's deliberations are recorded. The conclusions and supporting information of the compensation committee is reported to WTIA's executive committee. The executive committee reviews the compensation committee's report and makes a recommendation of compensation to the WTIA Board of Directors. The WTIA Board of Directors sets the compensation levels.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Directors includes directors who are officers, directors, or employees of Washington Technology Industry Association, an affiliated Section 501(c)(6) organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization was dissolved on June 22, 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 was prepared under the direction of the controller and chief financial officer by the independent accounting firm SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. A draft copy of the organization's Form 990 was first provided to the organization's controller and chief financial officer, who reviewed the Form 990 for accuracy and completeness. Any questions, concerns, or issues raised by those individuals were addressed, and any necessary revisions were made to the Form 990. The revised Form 990 was then provided to the board of directors and executive director for their review and approval. Any additional questions, concerns, or issues raised by those individuals were addressed, and any necessary revisions were made to the Form 990. The final version of the Form 990 was reviewed and approved for filing by the chief financial officer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, conflict of interest policy, financial statements and Form 990 available to the public by contacting the organization in writing at: 1595 NW Gilman Blvd, Suite 6B, Issaquah, WA 98027.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization does not compensate any members of the Board of Directors. The Board is composed of seven individuals. One Director is the Chief Executive Officer of the Washington Technology Industry Association (the WTIA). The rest of the Directors are employed by member organizations of the WTIA. All Directors are fiduciaries and understand their obligations under the Articles of Incorporation, Bylaws, conflict of interest policy, and other policies and procedures. The organization does not readily have access to information related to compensation paid to the Directors by entities other than the WTIA. The Directors serve on a voluntary basis. For their services on the Board, the Directors receive no known compensation adjustment from their employers, or any other party.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII, Section A, line 1A:
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0813527701
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0To provide services and administration of employer benefits
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0HR Benefits Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01595 NW Gilman Blvd Suite 6B
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Issaquah
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd098027
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Washington Technology Industry Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Washington Technology Industry Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WTIA Workforce Institute
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0911427013
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0To foster a robust, equity-centered technology sector.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1To develop candidates for careers in the technology industry
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01595 NW Gilman Blvd Suite 6B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11595 NW Gilman Blvd Suite 6B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Issaquah
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt145380
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cost
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Cash paid
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Washington Technology Industry Association
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Washington Technology Industry Association
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
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IRS990/TotalCompGreaterThan150KInd01
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0180
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05286
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0262622
IRS990/TotalFunctionalExpensesGrp/TotalAmt0268088
IRS990/TotalGrossUBIAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0278746
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IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011641
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IRS990/TravelGrp/ProgramServicesAmt0543
IRS990/TravelGrp/TotalAmt0554
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01595 NW Gilman Blvd No 6B
IRS990/USAddress/CityNm0Issaquah
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IRS990/USAddress/ZIPCd098027
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.washingtontechnology.org/ion
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert te Winkel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Financial Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02064483033
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WTIA Collaboration Institute
ReturnHeader/Filer/BusinessNameControlTxt0WTIA
ReturnHeader/Filer/EIN0843819952

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