Civic Intelligence

Washington Education Association

990 • Fiscal year 2021 • EIN 91-0460645

Sep 01, 2020 to Aug 31, 2021 • Filed on Jun 30, 2022

PO Box 9100Federal Way, WA 98063-9100

(253) 765-7007

Siviq Scores

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

Liabilities / Assets

98th percentile

1.26x

Higher debt load relative to assets than 98% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

1.54x

Higher debt load relative to revenue than 81% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

45th percentile

10%

Higher net margin than 45% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$363,645

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

25th percentile

2.3%

Faster asset growth than 25% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

1.8%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Assets

Up

$59,466,784

Up $1,357,261 (+2.3%) from 2020

Net Assets

Up

-$15,710,178

Up $21,601,082 (+58%) from 2020

Liabilities

Down

$75,176,962

Down $20,243,821 (-21%) from 2020

Revenue

Up

$48,703,845

Up $872,220 (+1.8%) from 2020

Expenses

Down

$43,785,876

Down $978,819 (-2.2%) from 2020

Net Income

Up

$4,917,969

Up $1,851,039 (+60%) from 2020

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

2021

Assets$59,466,784
Liabilities$75,176,962
Net Assets-$15,710,178

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

2021

Revenue$48,703,845
Expenses$43,785,876
Net Income$4,917,969
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jun 30, 2022
Return Version
2020v4.0
Gross Receipts
$48,704,573
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
Cash and Non-Interest-Bearing Accounts$9,388,186$14,590,343▲ $5,202,157
Savings and Temporary Cash Investments$12,965,660$13,379,163▲ $413,503
Land, Buildings, and Equipment, Net$8,591,906$8,345,990▼ $245,916
Accounts Receivable$7,335,299$6,747,069▼ $588,230
Total Assets$58,109,523$59,466,784▲ $1,357,261
Other Assets Total$19,828,472$16,404,219▼ $3,424,253
Liabilities
Other Liabilities$89,146,197$70,032,236▼ $19,113,961
Mortgage Notes Payable Secured by Investment Property$4,133,494$3,857,781▼ $275,713
Accounts Payable and Accrued Expenses$1,729,146$877,529▼ $851,617
Deferred Revenue$411,946$409,416▼ $2,530
Total Liabilities$95,420,783$75,176,962▼ $20,243,821
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-37,311,260$-15,710,178▲ $21,601,082
Total Net Assets Fund Balance$-37,311,260$-15,710,178▲ $21,601,082
Total Liabilities and Net Assets / Fund Balance$58,109,523$59,466,784▲ $1,357,261

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,535,425$3,595,797$9,131,222
Land$2,573,437-$2,573,437
Equipment$178,220$1,624,586$1,802,806
Other Land Buildings$58,908$1,237,137$1,296,045
Other Assets Org$364,282--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna WesleyCFOFT$247,804$115,841$363,645
Mary HowesDirector Adv. anFT$199,845$123,689$323,534
Mary HowesDirector Adv. and Org.-$199,845$123,689$323,534
Aimee Iverson Jan 21 - Aug 21Executive DiFT$194,169$121,359$315,528
Aimee Iverson Jan 21 - Aug 21Executive Director-$194,169$121,359$315,528
Manuel BosserDirector/humFT$194,334$115,776$310,110
Manuel BosserDirector/human Resou-$194,334$115,776$310,110
NACHE' DUNCANAdv. and OrgFT$191,667$113,988$305,655
NACHE' DUNCANAdv. and Org. Manage-$191,667$113,988$305,655
Rich WoodAdv. and OrgFT$180,984$113,986$294,970
Rich WoodAdv. and Org. Manage-$180,984$113,986$294,970
Scott PoirierProfessionalFT$181,944$112,487$294,431
Scott PoirierProfessional Staff-$181,944$112,487$294,431
Armand L Tiberio Sept 20 - Dec 20Executive DiFT$241,927$51,192$293,119
Armand L Tiberio Sept 20 - Dec 20Executive Director-$241,927$51,192$293,119
Lisa KodamaDirector LearninFT$175,091$115,043$290,134
Lisa KodamaDirector Learning and Ed-$175,091$115,043$290,134
Linda MullenDirector CommuniFT$171,302$107,356$278,658
Linda MullenDirector Communications-$171,302$107,356$278,658
Eric HansenProfessionalFT$176,630$95,363$271,993
Eric HansenProfessional Staff-$176,630$95,363$271,993
Michael GawleyProfessionalFT$172,624$94,258$266,882
Michael GawleyProfessional Staff-$172,624$94,258$266,882
Jennifer SilvesProfessionalFT$171,092$95,260$266,352
Jennifer SilvesProfessional Staff-$171,092$95,260$266,352
Shelby HopkinsProfessionalFT$171,895$94,281$266,176
Shelby HopkinsProfessional Staff-$171,895$94,281$266,176
Janie WhiteVice PresideFT$163,906$83,763$247,669
Larry DelaneyPresidentFT$178,196$15,965$194,161
Janie WhiteVice President-$163,906$15,060$178,966
Price JimersonBoard MemberPT$10,400-$10,400
Rochelle GreenwellBoard MemberPT$1,525-$1,525
Stephanie ErvinBoard MemberPT$1,175-$1,175

Board Members and Trustees

NameTitle
Allison SnowBoard Member
Amy SternBoard Member
Andi NofzigerBoard Member
Anna-melissa LyonsBoard Member
Audra ShawBoard Member
Barb CruzBoard Member
Becca RitchieBoard Member
Bill BevilleBoard Member
Bill LyneBoard Member
Bob GustinBoard Member
Brittany HaggardBoard Member
Caitlin TumlinsonBoard Member
Cameron MunroBoard Member
Carla Naccarato-sinclairBoard Member
Christie PadillaBoard Member
Cookie Grant-suggsBoard Member
Daniel HaradaBoard Member
Debby ChandlerBoard Member
Elaine HoggBoard Member
Eric AskelandBoard Member
Eric PickensBoard Member
Filma FontanillaBoard Member
Glenn JenkinsBoard Member
Howard MawhinneyBoard Member
Jan OlmsteadBoard Member
Janet CaldwellBoard Member
Jared KinkBoard Member
Jeb BinnsBoard Member
Jen BenBoard Member
Jennifer MatterBoard Member
Jeremy PittsBoard Member
Jeremy ShayBoard Member
Jim SchellBoard Member
Jo BentoBoard Member
Joe ThayerBoard Member
Josh BoeBoard Member
Julianna DaubleBoard Member
Justin Fox-baileyBoard Member
Kaitlin Kamalei BrandonBoard Member
Kari Van NostranBoard Member
Kathie AxtellBoard Member
Kayalyn StewartBoard Member
Keith SwansonBoard Member
Keven CumminsBoard Member
Kevin CopeBoard Member
Kirstin NicholsonBoard Member
Lavasha MurdochBoard Member
Len HillBoard Member
Margarita MorfinBoard Member
Martha PattersonBoard Member
Mary LindseyBoard Member
Michael Lawrance CookBoard Member
Michael PenaBoard Member
Michelle FayetteBoard Member
Mona RomingerBoard Member
Nani LiumBoard Member
Nicole WayBoard Member
Pamela WilsonBoard Member
Pamella JohnsonBoard Member
Peter KnowlesBoard Member
Rachel TochikiBoard Member
Ray NelsonBoard Member
Rita PetersonBoard Member
Sara KetelsenBoard Member
Shannon ErgunBoard Member
Shannon MccannBoard Member
Shannon RasmussenBoard Member
Shawn BrehmBoard Member
Silas BerryBoard Member
Sobia SheikhBoard Member
Summer StonerBoard Member
Susan SmithBoard Member
Suzanne SoutherlandBoard Member
Swan EatonBoard Member
Tammie CarrBoard Member
Tammy GrubbBoard Member
Tani LindquistBoard Member
Terri WincklerBoard Member
Vallerie FisherBoard Member
Vicky JensenBoard Member
Rob LutzBoard Parlia
Antoinette FelderEx Officio B

Highest Paid Contractors

ContractorServicesLocationCompensation
Scion Staffing INCStaffing415 SW 2ND AVE, Portland, OR 97204$187,207
Harriet Strasberg Attorney At LawLegal Services203 4TH AVENUE EAST STE 250, Olympia, WA 98501$131,079
The Rants GroupLegal ServicesPO BOX 519, Bremerton, WA 98337$128,222
-Rent724 COLUMBIA ST NW, Olympia, WA 98501$108,625
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$48,682,221
Investment Income
$3,558
Other Revenue
$18,066
Change in Net Assets
$4,917,969

Audited Revenue Reconciliation

Revenue per Audited Statements
$48,703,845
Revenue Not Reported on Form 990
$3,897,573
Total Revenue per Audited Statements
$52,601,418
Total Revenue per Form 990
$48,703,845
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$21,851,115
Other Expenses$21,391,394
Grants and Similar Amounts Paid$543,367
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$12,603,820
Other Salaries and Wages---$8,158,703
Pension Plan Contributions---$6,751,448
Other Employee Benefits---$3,151,551
Current Officers, Directors, Trustees, and Key Employees---$2,768,235
Office Expenses---$2,595,772
Fees for Services Other---$2,030,668
Fees for Services Legal---$1,122,605
Payroll Taxes---$1,021,178
Occupancy---$604,816
Grants to Domestic Orgs---$543,367
Information Technology---$474,916
Depreciation Depletion---$327,665
Conferences and Meetings---$288,707
Interest---$179,866
Advertising---$131,239
Fees for Services Accounting---$117,969
Travel---$77,857
Other Expenses---$74,257
Total Functional Expenses$0$0$0$43,785,876

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$47,683,449
Expenses per Audited Statements$43,785,876
Total Expenses per Form 990$43,785,876
Expenses Not Reported on Form 990$3,897,573
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Washington State Labor Council AflSeattle, WA(c)(5)Provide Support to O$130,000
Lake Burien Presbyterian ChurchBurien, WA(c)(3)Provide Support to O$50,000
Best Start for KidsSeattle, WA(c)(4)Provide Support to O$35,000
Seattle FoundationSeattle, WA(c)(3)Provide Support to O$25,000
Blue Mountain Action Council Food BWalla Walla, WA(c)(3)Provide Support to O$20,000
Caring for KidsFircrest, WA(c)(3)Provide Support to O$20,000
El Centro De La RazaSeattle, WA(c)(3)Provide Support to O$20,000
Northwest Accountability ProjectPortland, OR(c)(4)Provide Support to O$20,000
Children of the ValleyMt Vernon, WA(c)(3)Provide Support to O$10,000
Familias Unidas Por La JusticiaBurlington, WA(c)(3)Provide Support to O$10,000
Family Promise of Skagit CountySedro Woolley, WA(c)(3)Provide Support to O$10,000
International Rescue Committee IncSeatac, WA(c)(3)Provide Support to O$10,000
Skagit Valley Neighbors in Need FooMount Vernon, WA(c)(3)Provide Support to O$10,000
Snohomish County Mutual AidEverett, WA(c)(3)Provide Support to O$10,000
Sunrise Outreach CenterYakima, WA(c)(3)Provide Support to O$10,000
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
Yes
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$847,773
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Pension Contribution$64,292,670
Accrued Post Retirement Benefits$3,454,124
Accrued Pto and Sick Leave$1,722,588
Dues Collected, Payable to Affiliate$412,719
Accrued Payroll and Payroll Taxes$150,135
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Page 6, Part VI, 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, Page 6, Part VI, Line 7A

Membership annually elects the board of directors.

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by members of the budget and finance committee of the board of directors prior to filing.

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 15A

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, Page 6, Part VI, Line 15B

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, Page 6, Part VI, 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

Filer Name
Washington Education Association
EIN
91-0460645
Phone
2537657007
Address
PO BOX 9100, FEDERAL WAY, WA 98063-9100

Signing Officer

Name
Donna Wesley
Title
CFO
Phone
0025394167
Signed
2022-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Delaney
Formed
1889
Legal Domicile
Wa
Voting Board Members
88
Independent Board Members
88
Employees
201

Preparer

Firm
Tremper & Co Llp
Address
3131 ELLIOTT AVE STE 290, SEATTLE, WA 98121
Preparer
Laird Vanetta
Phone
2062854456
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Governance/administration - to formulate association policy and to ensure implementation of the goals, objectives and activities of the association in accordance with the desires and needs of the membership. To provide governance with advice and counsel as prescribed in wea policy on the formulation of goals, objectives, policy and activities of the association in the following general areas: accreditation, certification, instruction, personnel, collective bargaining, state and federal legislation, human relations, and rights of school employees. To provide legal services and advice to wea, its staff and governance, local associations, and members; to protect and strengthen the legal and bargaining rights of school employees. Public policy center - to ensure that wea is a significant participant in the legislative process of the state and nation, obtain passage and implementation of legislation consistent with association goals and assure adequate resource allocations to improve salaries, conditions of work, and educational programs. Center for education quality: organizing and advocacy center - to provide program and staff services to assist individual school employees and leaders to obtain and utilize the individual and collective power they need to control their work environment, including appropriate compensation. To provide research support enabling the association to carry out its goals and objectives in an efficient manner. Communication and pr center - to inform the membership and the public through utilization of internal and external media of the association's goals and achievements and of the profession's concern for public education in washington.

Form 990, Part XI, Line 9

Change in unfunded pension liability 16,683,113

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Employee retention credit - revenue on financial statement 3,897,573

Schedule D, Page 4, Part XII, Line 2D

Employee retention credit - reduction of expense on 990 3,897,573

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Document Assets

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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
2021Detailed filing. Detailed filing data is available for this year.$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