Civic Intelligence

Washington Education Association

990 • Fiscal year 2014 • EIN 91-0460645

Sep 01, 2013 to Aug 31, 2014 • Filed on Mar 25, 2015

PO Box 910098063-9100

(253) 941-6700

Siviq Scores

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

Liabilities / Assets

97th percentile

1.58x

Higher debt load relative to assets than 97% of similar nonprofits.

2014 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

96th percentile

1.68x

Higher debt load relative to revenue than 96% of similar nonprofits.

2014 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2014

Net Margin

40th percentile

5.7%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

74th percentile

$333,480

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

81st percentile

14%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Up

$37,321,578

Up $4,603,494 (+14%) from 2013

Net Assets

Down

-$21,545,696

Down $6,194,882 (-40%) from 2013

Liabilities

Up

$58,867,274

Up $10,798,376 (+22%) from 2013

Revenue

$34,950,684

No earlier filing loaded for comparison.

Expenses

Down

$32,961,503

Down $2,885,817 (-8.1%) from 2013

Net Income

$1,989,181

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.

$100M$50M$0-$50MAssets 2010: $35,693,569Liabilities 2010: $56,618,189Net Assets 2010: -$20,924,6202010Assets 2011: $36,711,344Liabilities 2011: $55,300,332Net Assets 2011: -$18,588,9882011Assets 2012: $37,951,752Liabilities 2012: $73,001,983Net Assets 2012: -$35,050,2312012Assets 2013: $32,718,084Liabilities 2013: $48,068,898Net Assets 2013: -$15,350,8142013Assets 2014: $37,321,578Liabilities 2014: $58,867,274Net Assets 2014: -$21,545,6962014Assets 2015: $38,654,975Liabilities 2015: $64,920,040Net Assets 2015: -$26,265,0652015Assets 2016: $41,698,974Liabilities 2016: $78,598,906Net Assets 2016: -$36,899,9322016Assets 2017: $43,139,251Liabilities 2017: $71,394,021Net Assets 2017: -$28,254,7702017Assets 2018: $42,839,244Liabilities 2018: $60,069,765Net Assets 2018: -$17,230,5212018Assets 2019: $51,433,624Liabilities 2019: $85,661,069Net Assets 2019: -$34,227,4452019Assets 2020: $58,109,523Liabilities 2020: $95,420,783Net Assets 2020: -$37,311,2602020Assets 2021: $59,466,784Liabilities 2021: $75,176,962Net Assets 2021: -$15,710,1782021Assets 2022: $49,720,951Liabilities 2022: $50,980,561Net Assets 2022: -$1,259,6102022Assets 2023: $46,383,950Liabilities 2023: $39,010,265Net Assets 2023: $7,373,6852023Assets 2024: $47,734,510Liabilities 2024: $37,111,118Net Assets 2024: $10,623,3922024

Highlighted filing

2014

Assets$37,321,578
Liabilities$58,867,274
Net Assets-$21,545,696

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $31,784,4572010Expenses 2011: $30,942,2472011Expenses 2012: $37,396,0932012Expenses 2013: $35,847,3202013Revenue 2014: $34,950,684Expenses 2014: $32,961,503Net Income 2014: $1,989,1812014Revenue 2015: $36,636,552Expenses 2015: $35,938,203Net Income 2015: $698,3492015Revenue 2016: $37,729,522Expenses 2016: $39,224,901Net Income 2016: -$1,495,3792016Revenue 2017: $40,367,424Expenses 2017: $40,611,281Net Income 2017: -$243,8572017Revenue 2018: $41,348,434Expenses 2018: $40,176,872Net Income 2018: $1,171,5622018Revenue 2019: $40,910,720Expenses 2019: $38,039,620Net Income 2019: $2,871,1002019Revenue 2020: $47,831,625Expenses 2020: $44,764,695Net Income 2020: $3,066,9302020Revenue 2021: $48,703,845Expenses 2021: $43,785,876Net Income 2021: $4,917,9692021Revenue 2022: $50,448,858Expenses 2022: $53,844,790Net Income 2022: -$3,395,9322022Revenue 2023: $56,504,330Expenses 2023: $55,629,330Net Income 2023: $875,0002023Revenue 2024: $64,269,963Expenses 2024: $61,176,361Net Income 2024: $3,093,6022024

Highlighted filing

2014

Revenue$34,950,684
Expenses$32,961,503
Net Income$1,989,181
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Mar 25, 2015
Return Version
2013v4.0
Gross Receipts
$34,954,146
Mission and Program Overview

Mission

The mission of the washington education association is to advance the professional interests of its members in order to make public education the best it can be for students, staff, and communities.

To promote the teaching profession and public education in the State of Washington.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,676,104$9,607,079▼ $69,025
Cash and Non-Interest-Bearing Accounts$6,834,513$7,150,727▲ $316,214
Savings and Temporary Cash Investments$3,522,276$5,132,536▲ $1,610,260
Accounts Receivable$4,635,315$4,739,235▲ $103,920
Total Assets$32,718,084$37,321,578▲ $4,603,494
Other Assets Total$8,049,876$10,692,001▲ $2,642,125
Liabilities
Other Liabilities$41,010,285$51,763,825▲ $10,753,540
Mortgage Notes Payable Secured by Investment Property$5,612,309$5,454,625▼ $157,684
Accounts Payable and Accrued Expenses$1,179,870$1,161,200▼ $18,670
Deferred Revenue$266,434$487,624▲ $221,190
Total Liabilities$48,068,898$58,867,274▲ $10,798,376
Net Assets / Fund Balance
Unrestricted Net Assets$-15,350,814$-21,545,696▼ $6,194,882
Total Net Assets Fund Balance$-15,350,814$-21,545,696▼ $6,194,882
Total Liabilities and Net Assets / Fund Balance$32,718,084$37,321,578▲ $4,603,494

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,694,395$2,266,129$8,960,524
Land$2,573,437-$2,573,437
Equipment$287,284$1,214,692$1,501,976
Other Land Buildings$51,963$1,218,699$1,270,662
Other Assets Org$10,447,771--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John OkamotoExecutive DirectorFT$227,740$105,740$333,480
James ReganDirector/Governmental RelaFT$198,786$92,329$291,115
Manuel BosserDirector/Human ResourcesFT$164,051$89,311$253,362
James FotterDirector/Organizing and AdFT$167,348$82,079$249,427
Glenn BafiaManager/UniServFT$162,237$80,115$242,352
Lisa KodamaDirector/Learning and EducFT$155,201$83,104$238,305
Aimee IversonGeneral CounselFT$153,866$81,526$235,392
Linda MullenDirector/CommunicationsFT$149,296$83,380$232,676
Margaret KnightChief Financial OfficerFT$157,437$73,312$230,749
Scott PoirierCoord./Ed. Policy IssuesFT$149,242$76,633$225,875
Gary McNeilHigher Ed/UFWS Org.FT$148,900$71,306$220,206
Michael HornerUniServ RepresentativeFT$148,952$69,649$218,601
Dale FolkertsMedia CoordinatorFT$146,688$71,282$217,970
Mary LindquistPast PresidentFT$122,465$11,304$133,769
Mike RaganPast Vice-PresidentFT$91,345$10,842$102,187
Kim MeadPresidentFT$41,873$5,629$47,502
Stephen MillerVice PresidentFT$34,129$5,173$39,302

Board Members and Trustees

NameTitle
Amy FrostBoard Member
Amy NylenBoard Member
Andi Nofziger-MeadowsBoard Member
Angel MortonBoard Member
Antoinette FelderBoard Member
Barbara GapperBoard Member
Bev SchaeferBoard Member
Bill GreenBoard Member
Bill LyneBoard Member
Bob IngrahamBoard Member
Bradford WilliamsBoard Member
Carla Naccarato-SinclairBoard Member
Cathy ComarBoard Member
Christine FraserBoard Member
Christyna ParisBoard Member
Cindie WebbBoard Member
Cindy PrescottBoard Member
Courtney EyerBoard Member
Daniel GossettBoard Member
Debby ChandlerBoard Member
Deborah StrayerBoard Member
Eric GrantBoard Member
Fern TresvanBoard Member
Gloria SmithBoard Member
Jamie DowningBoard Member
Jan OlmsteadBoard Member
Janice PetrinBoard Member
Jeb BinnsBoard Member
Jennie BeltraminiBoard Member
Jenny RoseBoard Member
Jeri MorrowBoard Member
John SolbergBoard Member
Jonathan KnappBoard Member
Joyce McDonaldBoard Member
Julie KastienBoard Member
Justin Fox-BaileyBoard Member
Karen LaaseBoard Member
Karen McNamaraBoard Member
Kathie AxtellBoard Member
Kit RaneyBoard Member
LaDonna SterlingBoard Member
Linda OverlieBoard Member
Lisa BrackinBoard Member
Logan BirgenheierBoard Member
Marguerite JonesBoard Member
Mark ColeBoard Member
Mark MorrowBoard Member
Martha PattersonBoard Member
Michele MillerBoard Member
Myra JohnsonBoard Member
Norma LaChineBoard Member
Patricia BenavidezBoard Member
Patricia MarcumBoard Member
Patrick NicholsonBoard Member
Paul HopeBoard Member
Phyllis CampanoBoard Member
Robert ReynoldsBoard Member
Roxanne LuchiniBoard Member
Shaerie BrutonBoard Member
Shannon RasmussenBoard Member
Sharon DolanBoard Member
Sonya LangfordBoard Member
Steve LembeckBoard Member
Steve McKennaBoard Member
Steven MayerBoard Member
Susan YawBoard Member
Ted MackBoard Member
Ted RaihlBoard Member
Ted SchelvanBoard Member
Teri StaudingerBoard Member
Terry Van MeterBoard Member
Tracie CannonBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Foster Pepper AttorneysLegal Services-$581,553
Pacifica Law GroupLegal Services-$251,215
Stoel Rives LLPLegal Services-$193,378
Pacific Northwest CateringLegal Services-$172,145
-Food Service-$165,744
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$34,899,372
Investment Income
$49,070
Other Revenue
$2,242
Change in Net Assets
$1,989,181

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,950,684
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$34,950,684
Total Revenue per Form 990
$34,950,684
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,825,848
Salaries, Compensation, and Employee Benefits$15,017,541
Grants and Similar Amounts Paid$1,118,114
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$8,599,754
Other Salaries and Wages---$7,807,698
Pension Plan Contributions---$2,987,540
Fees for Services Legal---$2,203,349
Other Employee Benefits---$1,979,036
Current Officers, Directors, Trustees, and Key Employees---$1,589,207
Office Expenses---$1,364,682
Travel---$1,316,553
Grants to Domestic Orgs---$1,118,114
Occupancy---$684,931
Conferences and Meetings---$683,796
Fees for Services Other---$682,888
Payroll Taxes---$654,060
Information Technology---$435,704
Depreciation Depletion---$333,587
Interest---$248,759
Fees for Services Accounting---$133,475
Advertising---$45,158
Other Expenses---$18,375
Total Functional Expenses$0$0$0$32,961,503

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$32,961,503
Total Expenses per Audited Statements$32,961,503
Total Expenses per Form 990$32,961,503
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
46-3039002-501(c)(4)Provide support to organizations that share common interests$1,000,000
91-1999302-501(c)(3)Provide support to organizations that share common interests$25,000
91-1117862-501(c)(3)Provide support to organizations that share common interests$10,000
91-1259403-501(c)(3)Provide support to organizations that share common interests$9,216
26-3921408-501(c)(4)Provide support to organizations that share common interests$9,000
46-5341671-501(c)(4)Provide support to organizations that share common interests$6,500
20-4258530-501(c)(4)Provide support to organizations that share common interests$5,500
22-2653502-501(c)(3)Provide support to organizations that share common interests$5,000
91-1020139-501(c)(3)Provide support to organizations that share common interests$5,000
46-2635995-501(c)(4)Provide support to organizations that share common interests$5,000
27-0573960-501(c)(4)Provide support to organizations that share common interests$5,000
48-1085948-501(c)(3)Provide support to organizations that share common interests$5,000
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$31,569
Section 527 Activity Spending$0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued pension contribution$47,903,987
Accrued post retirement benefits$1,782,442
Accrued PTO & sick leave$1,138,351
Dues collected, payable to affiliates$835,640
Accrued payroll and payroll taxes$103,405
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

Stephen Miller and Michele Miller are married.

Form 990, Part VI, Section A, line 6

The Organization has dues paying members that are public school employees in the State of Washington. These members have the right to vote for members of the Board of Directors.

Form 990, Part VI, Section A, line 7A

Membership annually elects the Board of Directors.

Form 990, Part VI, Section B, line 11

The Form 990 is reviewed by members of the Budget and Finance Committee of the Board of Directors prior to filing.

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

Any identified conflicts are addressed as provided for in the Board approved conflict of interest document.

Form 990, Part VI, Section B, line 15

The compensation determination process includes approval by the Executive Committee of the Board of Directors, comparisons to other organizations, and is documented in Board minutes. Officer/Key Employee compensation is determined as employment contracts are established and renewed. President and Vice President/Treasurer compensation is set by Board policy. Ongoing compensation is periodically reviewed by the Executive Committee or during contract renewals.

Form 990, Part VI, Section C, line 18

Forms are available upon request at the Organization's headquarters.

Form 990, Part VI, Section C, line 19

Governing documents are available upon request at the Organization's headquarters and are available on the Organization's website.

Filing and Contact Details

Filer

EIN
91-0460645
Phone
2539416700

Signing Officer

Name
Margaret Knight
Title
CFO
Phone
2539416700
Signed
2015-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Knight
Formed
1889
Legal Domicile
Wa
Voting Board Members
74
Independent Board Members
72
Employees
194
Volunteers
0

Preparer

Preparer
Laird S Vanetta
Phone
2062854456
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Adjustment for change in unfunded pension liability -8,184,063.

Raw XML AppendixShowing 400 of 1,336 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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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt700
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt710
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt8683380
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt8711304
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt8810842
IRS990/Form990PartVIISectionAGrp/PersonNm0Kathie Axtell
IRS990/Form990PartVIISectionAGrp/PersonNm1Jennie Beltramini
IRS990/Form990PartVIISectionAGrp/PersonNm2Patricia Benavidez
IRS990/Form990PartVIISectionAGrp/PersonNm3Jeb Binns
IRS990/Form990PartVIISectionAGrp/PersonNm4Logan Birgenheier
IRS990/Form990PartVIISectionAGrp/PersonNm5Lisa Brackin
IRS990/Form990PartVIISectionAGrp/PersonNm6Shaerie Bruton
IRS990/Form990PartVIISectionAGrp/PersonNm7Phyllis Campano
IRS990/Form990PartVIISectionAGrp/PersonNm8Tracie Cannon
IRS990/Form990PartVIISectionAGrp/PersonNm9Debby Chandler
IRS990/Form990PartVIISectionAGrp/PersonNm10Mark Cole
IRS990/Form990PartVIISectionAGrp/PersonNm11Cathy Comar
IRS990/Form990PartVIISectionAGrp/PersonNm12Sharon Dolan
IRS990/Form990PartVIISectionAGrp/PersonNm13Jamie Downing
IRS990/Form990PartVIISectionAGrp/PersonNm14Courtney Eyer
IRS990/Form990PartVIISectionAGrp/PersonNm15Antoinette Felder
IRS990/Form990PartVIISectionAGrp/PersonNm16Justin Fox-Bailey
IRS990/Form990PartVIISectionAGrp/PersonNm17Christine Fraser
IRS990/Form990PartVIISectionAGrp/PersonNm18Amy Frost
IRS990/Form990PartVIISectionAGrp/PersonNm19Barbara Gapper
IRS990/Form990PartVIISectionAGrp/PersonNm20Daniel Gossett
IRS990/Form990PartVIISectionAGrp/PersonNm21Eric Grant
IRS990/Form990PartVIISectionAGrp/PersonNm22Bill Green
IRS990/Form990PartVIISectionAGrp/PersonNm23Paul Hope
IRS990/Form990PartVIISectionAGrp/PersonNm24Bob Ingraham
IRS990/Form990PartVIISectionAGrp/PersonNm25Myra Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm26Marguerite Jones
IRS990/Form990PartVIISectionAGrp/PersonNm27Julie Kastien

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.7$37.1$10.6$64.3$61.2$3.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.4$39.0$7.37$56.5$55.6$0.88
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.7$51.0$1.26$50.4$53.8$3.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.5$75.2$15.7$48.7$43.8$4.92
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.1$95.4$37.3$47.8$44.8$3.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.4$85.7$34.2$40.9$38.0$2.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.8$60.1$17.2$41.3$40.2$1.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.1$71.4$28.3$40.4$40.6$0.24
2016Detailed filing. Detailed filing data is available for this year.$41.7$78.6$36.9$37.7$39.2$1.50
2015Detailed filing. Detailed filing data is available for this year.$38.7$64.9$26.3$36.6$35.9$0.70
2014Detailed filing. Detailed filing data is available for this year.$37.3$58.9$21.5$35.0$33.0$1.99
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.7$48.1$15.4$35.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.0$73.0$35.1$37.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.7$55.3$18.6$30.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.7$56.6$20.9$31.8
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)5 • $25M-$50M nonprofits