Civic Intelligence

Lake Stevens Education Association

EIN 91-0980990 • 501(c)5 • Lake Stevens, WA

Profile

To advance the interest of the profession of teaching, to bargain collectively, and to promote the cause of education in the lake stevens school district.

430 - 91st Ave NE Ste 8Lake Stevens, WA 98258

www.lakestevensea.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

0.41x

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

501(c)5 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

96th percentile

0.39x

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

501(c)5 • <$500k nonprofits • Source year 2025

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

52nd percentile

3.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Up

$359,358

Up $103,788 (+41%) from 2024

Liabilities

Up

$146,877

Up $103,109 (+236%) from 2024

Net Assets

Up

$212,481

Up $679 (+0.3%) from 2024

Revenue

Up

$372,687

Up $27,836 (+8.1%) from 2024

Expenses

Up

$372,008

Up $14,294 (+4.0%) from 2024

Net Income

Up

$679

Up $13,542 (+105%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $59,239Liabilities 2011: $02011Assets 2012: $39,976Liabilities 2012: $0Net Assets 2012: $39,9762012Assets 2013: $29,736Liabilities 2013: $0Net Assets 2013: $29,7362013Assets 2014: $29,249Liabilities 2014: $0Net Assets 2014: $29,2492014Assets 2015: $34,132Liabilities 2015: $0Net Assets 2015: $34,1322015Assets 2016: $56,878Liabilities 2016: $0Net Assets 2016: $56,8782016Assets 2017: $98,078Liabilities 2017: $29,161Net Assets 2017: $68,9172017Assets 2018: $87,148Liabilities 2018: $0Net Assets 2018: $87,1482018Assets 2019: $111,590Liabilities 2019: $0Net Assets 2019: $111,5902019Assets 2020: $202,565Liabilities 2020: $39,150Net Assets 2020: $163,4152020Assets 2021: $220,829Liabilities 2021: $38,485Net Assets 2021: $182,3442021Assets 2022: $255,059Liabilities 2022: $40,195Net Assets 2022: $214,8642022Assets 2023: $268,014Liabilities 2023: $43,349Net Assets 2023: $224,6652023Assets 2024: $255,570Liabilities 2024: $43,768Net Assets 2024: $211,8022024Assets 2025: $359,358Liabilities 2025: $146,877Net Assets 2025: $212,4812025

Highlighted filing

2025

Assets$359,358
Liabilities$146,877
Net Assets$212,481

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $195,385Expenses 2011: $210,065Net Income 2011: -$14,6802011Revenue 2012: $191,635Expenses 2012: $210,898Net Income 2012: -$19,2632012Revenue 2013: $196,613Expenses 2013: $206,853Net Income 2013: -$10,2402013Revenue 2014: $219,411Expenses 2014: $219,483Net Income 2014: -$722014Revenue 2015: $236,521Expenses 2015: $231,638Net Income 2015: $4,8832015Revenue 2016: $255,491Expenses 2016: $232,745Net Income 2016: $22,7462016Revenue 2017: $268,614Expenses 2017: $256,511Net Income 2017: $12,1032017Revenue 2018: $287,354Expenses 2018: $268,623Net Income 2018: $18,7312018Revenue 2019: $312,518Expenses 2019: $286,890Net Income 2019: $25,6282019Revenue 2020: $356,211Expenses 2020: $304,386Net Income 2020: $51,8252020Revenue 2021: $332,772Expenses 2021: $313,843Net Income 2021: $18,9292021Revenue 2022: $334,085Expenses 2022: $301,565Net Income 2022: $32,5202022Revenue 2023: $351,338Expenses 2023: $341,536Net Income 2023: $9,8022023Revenue 2024: $344,851Expenses 2024: $357,714Net Income 2024: -$12,8632024Revenue 2025: $372,687Expenses 2025: $372,008Net Income 2025: $6792025

Highlighted filing

2025

Revenue$372,687
Expenses$372,008
Net Income$679

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.59$1.47$2.12$3.73$3.72$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.56$0.44$2.12$3.45$3.58$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.68$0.43$2.25$3.51$3.42$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.40$2.15$3.34$3.02$0.33
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.38$1.82$3.33$3.14$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.39$1.63$3.56$3.04$0.52
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$3.13$2.87$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$2.87$2.69$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.29$0.69$2.69$2.57$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$2.55$2.33$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$2.37$2.32$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$2.19$2.19$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$1.97$2.07$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$1.92$2.11$0.19
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$1.95$2.10$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 12, 2025
Return Version
2024v5.2
Gross Receipts
$372,687
Mission and Program Overview

Mission

To advance the interest of the profession of teaching, to bargain collectively, and to promote the cause of education in the lake stevens school district.

Improving working conditions and education in the lake stevens school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$224,955$325,992▲ $101,037
Accounts Receivable$28,364$30,048▲ $1,684
Land, Buildings, and Equipment, Net$1,243$2,318▲ $1,075
Prepaid Expenses and Deferred Charges$1,008$1,000▼ $8
Total Assets$255,570$359,358▲ $103,788
Liabilities
Accounts Payable and Accrued Expenses$43,768$146,877▲ $103,109
Total Liabilities$43,768$146,877▲ $103,109
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$211,802$212,481▲ $679
Total Net Assets Fund Balance$211,802$212,481▲ $679
Total Liabilities and Net Assets / Fund Balance$255,570$359,358▲ $103,788

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,318$3,065$5,383
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Autumn MorrisonPresidentFT$5,000$183,601$5,000
Angela KendallSecondary Director-$1,654-$1,654
Harlin HorrerMiddle School Director-$723-$723

Board Members and Trustees

NameTitle
Deborah SpeirsVice-president
Angela KendallElementary Director
Kelsi FiskeElementary Director
Tami ArnsbargerSped Director
Natalie CobleSecretary
VacantTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$372,170
Program Service Revenue
$0
Investment Income
$517
Other Revenue
$0
All Other Contributions
$8,432
Change in Net Assets
$679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$194,190
Other Expenses$177,818
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$183,601
Payments to Affiliates---$107,933
Occupancy---$14,300
Other Salaries and Wages---$8,769
Conferences and Meetings---$5,108
Fees for Services Accounting---$3,324
Office Expenses---$2,869
Fees for Services Legal---$2,450
Other Expenses---$2,000
Payroll Taxes---$1,820
All Other Expenses---$1,296
Depreciation Depletion---$939
Insurance---$358
Total Functional Expenses$0$0$0$372,008
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

Membership is made up of teachers employed by the lake stevens school district.

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

Each member has a vote for the members of the executive board.

Form 990, Part VI, Section A, Line 7B

Major decisions of the executive board are subject to approval by the membership, such as ratification of contract with school board.

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

Copies of form 990 are distributed to executive board for review prior to filing.

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

Policy is presented to executive board annually and ask for board members to disclose conflicts of interest

Form 990, Part VI, Section B, Line 15A

Presidents salary is covered by a collective barganing agreement.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Lake Stevens Education Association
EIN
91-0980990
Phone
4253353841
Address
430 - 91ST AVE NE STE 8, LAKE STEVENS, WA 98258

Signing Officer

Name
Autumn Morrison
Title
President
Phone
4253353841
Signed
2025-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Autumn Morrison
Formed
1972
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
0

Preparer

Firm
Eric L Anderson CPA Inc Ps
Address
PO BOX 5181, EVERETT, WA 98201
Preparer
Eric L Anderson
Phone
4252570371
Raw XML Appendix348 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.

Path#Value
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IRS990/AllOtherExpensesGrp/TotalAmt01296
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BooksInCareOfDetail/PhoneNum04253353841
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0430 - 91ST AVE NE STE 8
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAKE STEVENS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098258
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IRS990/Desc0THE ASSOCIATION IMPROVES THE QUALITY OF EDUCATION FOR APPROXIMATELY 9,400 STUDENTS AND IMPROVES THE WORKING CONDITIONS FOR APPROXIMATELY 600 TEACHERS IN THE LAKE STEVENS SCHOOL DISTRICT.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0MIDDLE SCHOOL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SPED DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2ELEMENTARY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3ELEMENTARY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECONDARY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE-PRESIDENT
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0AUTUMN MORRISON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt05000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0PRESIDENTS SALARY IS COVERED BY A COLLECTIVE BARGANING AGREEMENT.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP IS MADE UP OF TEACHERS EMPLOYED BY THE LAKE STEVENS SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMBER HAS A VOTE FOR THE MEMBERS OF THE EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MAJOR DECISIONS OF THE EXECUTIVE BOARD ARE SUBJECT TO APPROVAL BY THE MEMBERSHIP, SUCH AS RATIFICATION OF CONTRACT WITH SCHOOL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF FORM 990 ARE DISTRIBUTED TO EXECUTIVE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4POLICY IS PRESENTED TO EXECUTIVE BOARD ANNUALLY AND ASK FOR BOARD MEMBERS TO DISCLOSE CONFLICTS OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRESIDENTS SALARY IS COVERED BY A COLLECTIVE BARGANING AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0255570
IRS990/TotalAssetsEOYAmt0359358
IRS990/TotalAssetsGrp/BOYAmt0255570
IRS990/TotalAssetsGrp/EOYAmt0359358
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0372170
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt0372008
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt043768
IRS990/TotalLiabilitiesEOYAmt0146877
IRS990/TotalLiabilitiesGrp/BOYAmt043768
IRS990/TotalLiabilitiesGrp/EOYAmt0146877
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0211802
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0212481
IRS990/TotalOtherCompensationAmt0183601
IRS990/TotalProgramServiceExpensesAmt0372008
IRS990/TotalReportableCompFromOrgAmt07377
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0517
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0372687
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0255570
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0359358
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0430 - 91ST AVE NE STE 8
IRS990/USAddress/CityNm0LAKE STEVENS
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098258
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.LAKESTEVENSEA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AUTUMN MORRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04253353841
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE STEVENS EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0910980990
ReturnHeader/Filer/PhoneNum04253353841
ReturnHeader/Filer/USAddress/AddressLine1Txt0430 - 91ST AVE NE STE 8
ReturnHeader/Filer/USAddress/CityNm0LAKE STEVENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098258
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202589112
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERIC L ANDERSON CPA INC PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5181
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EVERETT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098201
ReturnHeader/PreparerPersonGrp/PhoneNum04252570371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC L ANDERSON
ReturnHeader/ReturnTs02026-01-16T14:40:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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