Civic Intelligence

Suzuki Education and Research Association

990 • Fiscal year 2017 • EIN 91-1324510

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

11006 181st CT EBonney Lake, WA 98391

(253) 389-3635

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

20th percentile

-14%

Higher net margin than 20% 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

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

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

Assets

Down

$49,769

Down $24,960 (-33%) from 2016

Net Assets

Down

$49,769

Down $24,960 (-33%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$184,226

Down $24,896 (-12%) from 2016

Expenses

Down

$209,186

Down $21,987 (-9.5%) from 2016

Net Income

Down

-$24,960

Down $2,909 (-13%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $115,245Net Assets 2011: $115,2452011Assets 2012: $96,847Net Assets 2012: $96,8472012Assets 2013: $86,476Liabilities 2013: $0Net Assets 2013: $86,4762013Assets 2014: $103,248Liabilities 2014: $0Net Assets 2014: $103,2482014Assets 2015: $99,891Liabilities 2015: $0Net Assets 2015: $99,8912015Assets 2016: $74,729Liabilities 2016: $0Net Assets 2016: $74,7292016Assets 2017: $49,769Liabilities 2017: $0Net Assets 2017: $49,7692017Assets 2018: $38,982Liabilities 2018: $293Net Assets 2018: $38,6892018Assets 2019: $48,589Liabilities 2019: $0Net Assets 2019: $48,5892019Assets 2020: $40,988Liabilities 2020: $0Net Assets 2020: $40,9882020Assets 2021: $51,962Liabilities 2021: $0Net Assets 2021: $51,9622021Assets 2022: $49,582Liabilities 2022: $0Net Assets 2022: $49,5822022Assets 2023: $59,751Net Assets 2023: $59,7512023Assets 2024: $99,151Liabilities 2024: $0Net Assets 2024: $99,1512024

Highlighted filing

2017

Assets$49,769
Liabilities$0
Net Assets$49,769

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $156,230Expenses 2011: $156,060Net Income 2011: $1702011Revenue 2012: $163,303Expenses 2012: $181,701Net Income 2012: -$18,3982012Revenue 2013: $161,536Expenses 2013: $171,907Net Income 2013: -$10,3712013Revenue 2014: $144,159Expenses 2014: $150,687Net Income 2014: -$6,5282014Revenue 2015: $176,499Expenses 2015: $179,856Net Income 2015: -$3,3572015Revenue 2016: $209,122Expenses 2016: $231,173Net Income 2016: -$22,0512016Revenue 2017: $184,226Expenses 2017: $209,186Net Income 2017: -$24,9602017Revenue 2018: $162,528Expenses 2018: $173,608Net Income 2018: -$11,0802018Revenue 2019: $184,517Expenses 2019: $174,617Net Income 2019: $9,9002019Revenue 2020: $3,117Expenses 2020: $10,718Net Income 2020: -$7,6012020Revenue 2021: $58,479Expenses 2021: $47,505Net Income 2021: $10,9742021Revenue 2022: $145,119Expenses 2022: $147,499Net Income 2022: -$2,3802022Revenue 2023: $177,716Expenses 2023: $167,547Net Income 2023: $10,1692023Revenue 2024: $229,495Expenses 2024: $190,095Net Income 2024: $39,4002024

Highlighted filing

2017

Revenue$184,226
Expenses$209,186
Net Income-$24,960
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$184,226
Mission and Program Overview

Mission

Providing experiential learning opportunities for music students and their teachers, including training in music education offered to the general public using the suzuki method, as well as concerts and performances to raise public awareness of the suzuki method

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$74,729$49,769▼ $24,960
Savings and Temporary Cash Investments-$27,846-
Cash and Non-Interest-Bearing Accounts$74,729$21,923▼ $52,806
Total Assets$74,729$49,769▼ $24,960
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$74,729$49,769▼ $24,960
Total Liabilities and Net Assets / Fund Balance$74,729$49,769▼ $24,960
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barbara BalateroPresident
Angie BiBoard Member
Beth BuffaloBoard Member
Christine ShigakiBoard Member
Izumi Matsuda-kiamiBoard Member
Jan ColemanBoard Member
John NeelemanBoard Member
Mary WaltersBoard Member
Mihoko HirataBoard Member
Satoko RobertBoard Member
Holly CarpenterInstitute Director
Susan TakemotoSecretary
Carrie WilburTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$184,188
Investment Income
$38
Other Revenue
$0
Change in Net Assets
$-24,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,986
Grants and Similar Amounts Paid$200
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$66,000--$66,000
Fees for Services Other$62,823--$62,823
Fees for Services Management$15,100--$15,100
Travel$14,547--$14,547
All Other Expenses$11,245--$11,245
Other Expenses$5,259--$5,259
Insurance$3,499--$3,499
Conferences and Meetings$3,215--$3,215
Fees for Services Accounting$1,500--$1,500
Grants to Domestic Orgs$200--$200
Total Functional Expenses$209,186$0$0$209,186
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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 governing body review Part VI line 11

Form 990 has been presented to key officers of the organization prior to filing. The entire board of directors will review the entire form 990 at its next meeting and if any changes are required, form 990 will be amended accordingly.

Conflict of interest policy compliance Part VI line 12C

The written conflict of interest policy is embedded in board meeting minutes and in other written documents, but is not explicitly set forth in a separate document. It should be noted that this organization expected to file form 990ez until it was discovered that form 990 is required because the annual gross receipts exceeded $200,000 for the year 2016. This will be an agenda item at the next board meeting.

CEO executive director top management comp Part VI line 15A

There is no ceo, executive director, or other employee of the organization. The highest paid person is holly carpenter, who serves as an ex-officio (non-voting) board member. She is contracted solely to serve as the director of the annual japan-seattle suzuki institute, and is not controlled as to the means and methods of her activities, but is instead responsible for the results of her efforts.

Form 990 availability to public Part VI line 18

Form 990 is available for public inspection upon request at any reasonable time.

Governing documents etc available to public Part VI line 19

Governing documents are available for public inspection upon request at any reasonable time.

Filing and Contact Details

Filer

Filer Name
Suzuki Education & Research Assoc
EIN
91-1324510
Address
11006 181ST CT E, BONNEY LAKE, WA 98391

Signing Officer

Name
Carrie S Wilbur
Title
Treasurer
Phone
2533893635
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Balatero
Formed
1986
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
30

Preparer

Firm
Tate & Oellrich Inc PS CPAs
Address
425 Rainier Blvd N Ste 2, Issaquah, WA 98027-2828
Preparer
Don Oellrich
Phone
4253925650
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Faculty (music teachers) who contract to provide teaching services are paid an honorarium. Forms 1099 and 1096 have been filed with irs as required. Combined faculty honoraria amount to $62,823. Faculty are chosen for their experience and ability to work unsupervised to produce the desired results and are not subject to controls as to the means and methods employed. Faculty (music teachers) who contract to provide teaching services are paid an honorarium. Forms 1099 and 1096 have been filed with irs as required. Combined faculty honoraria amount to $62,823. Faculty are chosen for their experience and ability to work unsupervised to produce the desired results and are not subject to controls as to the means and methods employed.

List of other expenses Part IX line 24E

Other expenses shown on part ix, line 24e are shown on the attached pdf overflow page

Raw XML Appendix394 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/ProgramServiceRevenueGrp/Desc0SUZINSTITUTE & CONCERT
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0184188
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IRS990/PYOtherExpensesAmt0231173
IRS990/PYProgramServiceRevenueAmt0209070
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IRS990/PYTotalRevenueAmt0209122
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt074729
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt049769
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027846
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IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 HAS BEEN PRESENTED TO KEY OFFICERS OF THE ORGANIZATION PRIOR TO FILING. THE ENTIRE BOARD OF DIRECTORS WILL REVIEW THE ENTIRE FORM 990 AT ITS NEXT MEETING AND IF ANY CHANGES ARE REQUIRED, FORM 990 WILL BE AMENDED ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE WRITTEN CONFLICT OF INTEREST POLICY IS EMBEDDED IN BOARD MEETING MINUTES AND IN OTHER WRITTEN DOCUMENTS, BUT IS NOT EXPLICITLY SET FORTH IN A SEPARATE DOCUMENT. IT SHOULD BE NOTED THAT THIS ORGANIZATION EXPECTED TO FILE FORM 990EZ UNTIL IT WAS DISCOVERED THAT FORM 990 IS REQUIRED BECAUSE THE ANNUAL GROSS RECEIPTS EXCEEDED $200,000 FOR THE YEAR 2016. THIS WILL BE AN AGENDA ITEM AT THE NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS NO CEO, EXECUTIVE DIRECTOR, OR OTHER EMPLOYEE OF THE ORGANIZATION. THE HIGHEST PAID PERSON IS HOLLY CARPENTER, WHO SERVES AS AN EX-OFFICIO (NON-VOTING) BOARD MEMBER. SHE IS CONTRACTED SOLELY TO SERVE AS THE DIRECTOR OF THE ANNUAL JAPAN-SEATTLE SUZUKI INSTITUTE, AND IS NOT CONTROLLED AS TO THE MEANS AND METHODS OF HER ACTIVITIES, BUT IS INSTEAD RESPONSIBLE FOR THE RESULTS OF HER EFFORTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT ANY REASONABLE TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT ANY REASONABLE TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FACULTY (MUSIC TEACHERS) WHO CONTRACT TO PROVIDE TEACHING SERVICES ARE PAID AN HONORARIUM. FORMS 1099 AND 1096 HAVE BEEN FILED WITH IRS AS REQUIRED. COMBINED FACULTY HONORARIA AMOUNT TO $62,823. FACULTY ARE CHOSEN FOR THEIR EXPERIENCE AND ABILITY TO WORK UNSUPERVISED TO PRODUCE THE DESIRED RESULTS AND ARE NOT SUBJECT TO CONTROLS AS TO THE MEANS AND METHODS EMPLOYED. FACULTY (MUSIC TEACHERS) WHO CONTRACT TO PROVIDE TEACHING SERVICES ARE PAID AN HONORARIUM. FORMS 1099 AND 1096 HAVE BEEN FILED WITH IRS AS REQUIRED. COMBINED FACULTY HONORARIA AMOUNT TO $62,823. FACULTY ARE CHOSEN FOR THEIR EXPERIENCE AND ABILITY TO WORK UNSUPERVISED TO PRODUCE THE DESIRED RESULTS AND ARE NOT SUBJECT TO CONTROLS AS TO THE MEANS AND METHODS EMPLOYED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER EXPENSES SHOWN ON PART IX, LINE 24E ARE SHOWN ON THE ATTACHED PDF OVERFLOW PAGE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0209186
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt074729
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt049769
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0209186
IRS990/TotalProgramServiceRevenueAmt0184188
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0184226
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0184226
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt074729
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt049769
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt014547
IRS990/TravelGrp/TotalAmt014547
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.JAPAN-SEATTLE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE S WILBUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02533893635
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUZUKI EDUCATION & RESEARCH ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0SUZU
ReturnHeader/Filer/EIN0911324510
ReturnHeader/Filer/USAddress/AddressLine1Txt011006 181ST CT E
ReturnHeader/Filer/USAddress/CityNm0BONNEY LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098391
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId045DEB6F586AF252DCA8896C7F0CAB98D52F17072
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId045DEB6F586AF252DCA8896C7F0CAB98D52F17072
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09113752018319ur5egdo
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.225.190.62
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTm023:36:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911574988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tate & Oellrich Inc PS CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 Rainier Blvd N Ste 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Issaquah
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980272828
ReturnHeader/PreparerPersonGrp/PhoneNum04253925650
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DON OELLRICH
ReturnHeader/ReturnTs02018-11-15T23:32:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$2.29$1.90$0.39
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.78$1.68$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.45$1.47$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.58$0.48$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.03$0.11$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.85$1.75$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.63$1.74$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.84$2.09$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$2.09$2.31$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.76$1.80$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.44$1.51$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.62$1.72$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.97$1.63$1.82$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$1.15$1.56$1.56$0.00