Civic Intelligence

American Planning Association Washington Chapter

990 • Fiscal year 2017 • EIN 91-1037703

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

2150 N 107th StSeattle, WA 98133

(206) 682-7436

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

36th percentile

-1.6%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Revenue Growth

87th percentile

55%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$151,825

Up $151,825 from 2016

Net Assets

Up

$151,825

Up $151,825 from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$308,852

Up $109,885 (+55%) from 2016

Expenses

Up

$313,882

Up $55,711 (+22%) from 2016

Net Income

Up

-$5,030

Up $54,174 (+92%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $124,267Liabilities 2011: $02011Assets 2012: $159,968Liabilities 2012: $02012Assets 2013: $209,606Liabilities 2013: $0Net Assets 2013: $209,6062013Assets 2014: $256,877Liabilities 2014: $0Net Assets 2014: $256,8772014Assets 2015: $213,557Liabilities 2015: $0Net Assets 2015: $213,5572015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $151,825Liabilities 2017: $0Net Assets 2017: $151,8252017Assets 2018: $155,921Liabilities 2018: $0Net Assets 2018: $155,9212018Assets 2019: $182,989Liabilities 2019: $0Net Assets 2019: $182,9892019Assets 2020: $141,822Liabilities 2020: $0Net Assets 2020: $141,8222020Assets 2021: $191,786Liabilities 2021: $0Net Assets 2021: $191,7862021Assets 2022: $196,318Liabilities 2022: $0Net Assets 2022: $196,3182022Assets 2023: $114,945Liabilities 2023: $0Net Assets 2023: $114,9452023Assets 2024: $260,620Liabilities 2024: $0Net Assets 2024: $260,6202024

Highlighted filing

2017

Assets$151,825
Liabilities$0
Net Assets$151,825

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $109,202Expenses 2011: $75,893Net Income 2011: $33,3092011Revenue 2012: $169,434Expenses 2012: $133,733Net Income 2012: $35,7012012Revenue 2013: $213,005Expenses 2013: $167,518Net Income 2013: $45,4872013Revenue 2014: $230,048Expenses 2014: $182,668Net Income 2014: $47,3802014Revenue 2015: $192,404Expenses 2015: $235,724Net Income 2015: -$43,3202015Revenue 2016: $198,967Expenses 2016: $258,171Net Income 2016: -$59,2042016Revenue 2017: $308,852Expenses 2017: $313,882Net Income 2017: -$5,0302017Revenue 2018: $192,877Expenses 2018: $188,781Net Income 2018: $4,0962018Revenue 2019: $253,251Expenses 2019: $226,183Net Income 2019: $27,0682019Revenue 2020: $83,638Expenses 2020: $131,344Net Income 2020: -$47,7062020Revenue 2021: $154,971Expenses 2021: $114,446Net Income 2021: $40,5252021Revenue 2022: $265,592Expenses 2022: $251,813Net Income 2022: $13,7792022Revenue 2023: $279,930Expenses 2023: $372,147Net Income 2023: -$92,2172023Revenue 2024: $403,851Expenses 2024: $272,648Net Income 2024: $131,2032024

Highlighted filing

2017

Revenue$308,852
Expenses$313,882
Net Income-$5,030
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$308,852
Mission and Program Overview

Mission

Provide leadership in the development

Provide leadership in the development of vital communities by advocating excellence in community planning, promoting education and citizen empowerment, and providing the tools and support necessary to

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$103,590$103,622▲ $32
Investments in Publicly Traded Securities$24,008$28,466▲ $4,458
Cash and Non-Interest-Bearing Accounts$29,257$19,737▼ $9,520
Total Assets$156,855$151,825▼ $5,030
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$154,354$144,215▼ $10,139
Temporarily Rstr Net Assets$2,501$7,610▲ $5,109
Total Net Assets Fund Balance$156,855$151,825▼ $5,030
Total Liabilities and Net Assets / Fund Balance$156,855$151,825▼ $5,030
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paula ReevesImmediate Past President
Richard Sepler AicpPresident
Elizabeth ChamberlainVice President
Ardele Steele AicpDirector
Bob BengfordDirector
Branden BornDirector
Brandon GonzalezDirector
Chris ComeauDirector
Coral WonderlyDirector
Cristina BaroneDirector
Darby Cowles AicpDirector
David AndersenDirector
Dick WinchellDirector
Esther LarsenDirector
Ferdouse OnezaDirector
Geoff AppelDirector
Grant BeckDirector
Gwen RousseauDirector
Hiller WestDirector
Judy SurberDirector
Katy HaimaDirector
Kim SelbyDirector
Kirk RappeDirector
Mark KulaasDirector
Michael CardwellDirector
Nancy EklundDirector
Nikole ColemanDirector
Patrick LynchDirector
Ryan WindishDirector
Sara FoxDirector
Sarah WallaceDirector
Steve ButlerDirector
Talia TittelfitzDirector
Wells WilliamsDirector
Yorik Stevens-wajdaDirector
Nikole ColemanSecretary
Al TorricoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$125,343
Program Service Revenue
$178,913
Investment Income
$4,496
Other Revenue
$100
All Other Contributions
$57,308
Change in Net Assets
$-5,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$236,520
Grants and Similar Amounts Paid$77,362
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$90,271$2,879$0$93,150
Grants to Domestic Individuals$77,362--$77,362
Fees for Services Management$5,775$39,765$0$45,540
Fees for Services Other$40,068$0$0$40,068
Fees for Services Lobbying$22,000$2,000$0$24,000
Travel$8,185$0$0$8,185
Office Expenses$5,287$241$0$5,528
Insurance$0$1,418$0$1,418
Other Expenses$1,254$0$0$1,254
Fees for Services Accounting$0$885$0$885
Advertising$0$66$0$66
Total Functional Expenses$260,861$53,021$0$313,882
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
American Planning Association Washington Chapter
EIN
91-1037703
Phone
2066827436
Address
2150 N 107TH ST, SEATTLE, WA 98133

Signing Officer

Name
Albert Torrico
Title
Treasurer
Phone
2066827436
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Albert Torrico
Formed
2002
Legal Domicile
Wa
Voting Board Members
37
Independent Board Members
37
Employees
0
Volunteers
160

Preparer

Firm
Resource Accounting Services
Address
4667 SE BAKKEN CT, PORT ORCHARD, WA 98366
Preparer
Patricia Van Patten
Phone
3602710167
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

Certain administrative functions were delgated to a management company during the tax year

Pt VI, Line 7A

Organization members appoint governing body members

Pt VI, Line 7B

Certain governing body decisions are subject to approval by organization members

Pt VI, Line 11B

The treasurer, president, and finance commitiee review the form 990 prior to its filing

Pt VI, Line 15A

The organization has no compensated top official at this time

Pt VI, Line 15B

The organization has no compensated officers or key employees at this time

Pt VI, Line 19

Governing documents are made available to the public on the organization's website as well as urjn request

Form 990, Part IX, Line 24E

Meals 77165. 77165. 0. 0.

Form 990, Part IX, Line 24E

Miscellaneous expense 615. 615. 0. 0.

Form 990, Part IX, Line 24E

Speaker/instructor expense 359. 359. 0. 0.

Form 990, Part IX, Line 24E

Speaker honorarium 2500. 2500. 0. 0.

Form 990, Part IX, Line 24E

STORAGE 865. 0. 865. 0.

Form 990, Part IX, Line 24E

Supplies/signage 336. 336. 0. 0.

Form 990, Part IX, Line 24E

Telecommunications 1100. 0. 1100. 0.

Form 990, Part IX, Line 24E

Venue/meeting room rental 9296. 9296. 0. 0.

Form 990, Part IX, Line 24E

WEBSITE 901. 0. 901. 0.

Form 990, Part IX, Line 24E

Sponsorships 13. 0. 13. 0.

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IRS990/IRPDocumentCnt02
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IRS990/MembershipDuesAmt068035
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MissionDesc0PROVIDE LEADERSHIP IN THE DEVELOPMENT
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0156855
IRS990/NetAssetsOrFundBalancesEOYAmt0151825
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0241
IRS990/OfficeExpensesGrp/ProgramServicesAmt05287
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0AUDIO VISUAL
IRS990/OtherExpensesGrp/Desc1BANK/CREDIT CARD PROCESSING FEE
IRS990/OtherExpensesGrp/Desc2DATABASE MANAGEMENT FEE
IRS990/OtherExpensesGrp/Desc3DUES/SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11322
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24445
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt010659
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IRS990/OtherExpensesGrp/ProgramServicesAmt20
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IRS990/OtherExpensesGrp/TotalAmt11322
IRS990/OtherExpensesGrp/TotalAmt24445
IRS990/OtherExpensesGrp/TotalAmt31254
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING
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IRS990/OtherRevenueTotalAmt0100
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0154354
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0144215
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ALBERT TORRICO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/BusinessCd4611600
IRS990/ProgramServiceRevenueGrp/Desc0MATERIALS INCOME
IRS990/ProgramServiceRevenueGrp/Desc1JOB POSTING INCOME
IRS990/ProgramServiceRevenueGrp/Desc2REGISTRATION INCOME
IRS990/ProgramServiceRevenueGrp/Desc3MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/Desc4SCHOLARSHIP/SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0361
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2150182
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt410320
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0180715
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0126000
IRS990/PYInvestmentIncomeAmt02239
IRS990/PYOtherExpensesAmt0132171
IRS990/PYOtherRevenueAmt0350
IRS990/PYProgramServiceRevenueAmt015663
IRS990/PYRevenuesLessExpensesAmt0-59204
IRS990/PYTotalExpensesAmt0258171
IRS990/PYTotalRevenueAmt0198967
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-5030
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0304356
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0103590
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0103622
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt046799
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt046799
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0125443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0180715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031483
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0436385
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02239
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0-50
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0265
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0178919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0142416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0189857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0154698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0681553
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0350
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt01500
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt06468
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt06713
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt015031
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02239
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0-50
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0265
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05539
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012489
IRS990ScheduleA/InvestmentIncomeCYPct00.01090
IRS990ScheduleA/InvestmentIncomePYPct00.00940
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.94820
IRS990ScheduleA/PublicSupportPY509Pct00.89060
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01086170
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt046799
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt046799
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0304362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0196728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0192454
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0227808
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0211617
IRS990ScheduleA/Total509Grp/TotalAmt01132969
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01145458
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt044035
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt012909
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt010219
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt09108

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.$2.61$0.00$2.61$4.04$2.73$1.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$2.80$3.72$0.92
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$2.66$2.52$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$1.55$1.14$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.84$1.31$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$2.53$2.26$0.27
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$1.93$1.89$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$3.09$3.14$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.99$2.58$0.59
2015Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$1.92$2.36$0.43
2014Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$2.30$1.83$0.47
2013Summary only. Only limited summary data is available for this year.$2.10$0.00$2.10$2.13$1.68$0.45
2012Summary only. Only limited summary data is available for this year.$1.60$0.00$1.69$1.34$0.36
2011Summary only. Only limited summary data is available for this year.$1.24$0.00$1.09$0.76$0.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits