Civic Intelligence

Wea Midstate

990 • Fiscal year 2021 • EIN 91-1463117

Sep 01, 2020 to Aug 31, 2021 • Filed on May 24, 2022

711 N Keys RdYakima, WA 98901

(509) 452-6559

Siviq Scores

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

Liabilities / Assets

95th percentile

0.43x

Higher debt load relative to assets than 95% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

0.68x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

63rd percentile

12%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

0.1%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,350,547

Up $250,273 (+12%) from 2020

Net Assets

Up

$1,330,965

Up $985,610 (+285%) from 2020

Liabilities

Down

$1,019,582

Down $735,337 (-42%) from 2020

Revenue

Up

$1,493,153

Up $1,452 (+0.1%) from 2020

Expenses

Down

$1,175,478

Down $102,256 (-8.0%) from 2020

Net Income

Up

$317,675

Up $103,708 (+48%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,465,789Liabilities 2011: $968,577Net Assets 2011: $497,2122011Assets 2012: $1,422,992Liabilities 2012: $1,111,558Net Assets 2012: $311,4342012Assets 2013: $1,465,721Liabilities 2013: $882,969Net Assets 2013: $582,7522013Assets 2014: $1,360,607Liabilities 2014: $1,143,558Net Assets 2014: $217,0492014Assets 2015: $1,472,543Liabilities 2015: $1,255,778Net Assets 2015: $216,7652015Assets 2016: $1,608,874Liabilities 2016: $1,395,149Net Assets 2016: $213,7252016Assets 2017: $1,724,420Liabilities 2017: $1,122,480Net Assets 2017: $601,9402017Assets 2018: $1,796,170Liabilities 2018: $983,206Net Assets 2018: $812,9642018Assets 2019: $1,859,079Liabilities 2019: $1,522,909Net Assets 2019: $336,1702019Assets 2020: $2,100,274Liabilities 2020: $1,754,919Net Assets 2020: $345,3552020Assets 2021: $2,350,547Liabilities 2021: $1,019,582Net Assets 2021: $1,330,9652021Assets 2022: $2,577,267Liabilities 2022: $769,543Net Assets 2022: $1,807,7242022Assets 2023: $2,574,953Liabilities 2023: $629,620Net Assets 2023: $1,945,3332023

Highlighted filing

2021

Assets$2,350,547
Liabilities$1,019,582
Net Assets$1,330,965

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,056,724Expenses 2011: $1,217,469Net Income 2011: -$160,7452011Revenue 2012: $1,038,864Expenses 2012: $1,091,303Net Income 2012: -$52,4392012Revenue 2013: $1,093,087Expenses 2013: $1,095,751Net Income 2013: -$2,6642013Revenue 2014: $973,111Expenses 2014: $1,053,260Net Income 2014: -$80,1492014Revenue 2015: $1,228,235Expenses 2015: $1,099,578Net Income 2015: $128,6572015Revenue 2016: $1,208,591Expenses 2016: $1,104,293Net Income 2016: $104,2982016Revenue 2017: $1,251,362Expenses 2017: $1,137,809Net Income 2017: $113,5532017Revenue 2018: $1,289,053Expenses 2018: $1,222,142Net Income 2018: $66,9112018Revenue 2019: $1,298,893Expenses 2019: $1,266,020Net Income 2019: $32,8732019Revenue 2020: $1,491,701Expenses 2020: $1,277,734Net Income 2020: $213,9672020Revenue 2021: $1,493,153Expenses 2021: $1,175,478Net Income 2021: $317,6752021Revenue 2022: $1,558,723Expenses 2022: $1,363,596Net Income 2022: $195,1272022Revenue 2023: $1,589,921Expenses 2023: $1,649,358Net Income 2023: -$59,4372023

Highlighted filing

2021

Revenue$1,493,153
Expenses$1,175,478
Net Income$317,675
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
May 24, 2022
Return Version
2020v4.0
Gross Receipts
$1,493,153
Mission and Program Overview

Mission

To promote the cause of public education on behalf of its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,130,540$1,430,074▲ $299,534
Land, Buildings, and Equipment, Net$629,523$616,813▼ $12,710
Cash and Non-Interest-Bearing Accounts$213,925$214,323▲ $398
Accounts Receivable$105,553$74,133▼ $31,420
Intangible Assets$20,733$15,204▼ $5,529
Total Assets$2,100,274$2,350,547▲ $250,273
Liabilities
Other Liabilities$1,565,638$897,703▼ $667,935
Accounts Payable and Accrued Expenses$189,281$121,879▼ $67,402
Total Liabilities$1,754,919$1,019,582▼ $735,337
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$345,355$1,330,965▲ $985,610
Total Net Assets Fund Balance$345,355$1,330,965▲ $985,610
Total Liabilities and Net Assets / Fund Balance$2,100,274$2,350,547▲ $250,273

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$514,598$553,479$1,068,077
Land$102,215-$102,215
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy ValentaUniserv RepFT$158,910$100,934$259,844
Janet BeckUniserv RepFT$158,310$91,387$249,697
William OaksUniserv RepFT$110,439$71,691$182,130
Terri WincklerPresidentPT$8,000-$8,000

Board Members and Trustees

NameTitle
Becky HillBoard Member
Elizabeth GilbertBoard Member
Gina TookesBoard Member
Judy ShinnBoard Member
Peter KnowlesBoard Member
Raquel CortezBoard Member
Tammie CarrBoard Member
Keven CumminsSecretary/tr
Brian WilliamsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,492,531
Investment Income
$622
Other Revenue
$0
Change in Net Assets
$317,675

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,493,153
Total Revenue per Audited Statements
$1,493,153
Total Revenue per Form 990
$1,493,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,041,949
Other Expenses$133,529
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$438,603
Other Employee Benefits---$347,810
Pension Plan Contributions---$198,619
Payroll Taxes---$48,917
Depreciation Depletion---$39,449
Office Expenses---$38,292
Occupancy---$32,903
Current Officers, Directors, Trustees, and Key Employees---$8,000
Fees for Services Accounting---$6,824
Interest---$844
Other Expenses---$827
Total Functional Expenses$0$0$0$1,175,478

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,175,478
Total Expenses per Audited Statements$1,175,478
Total Expenses per Form 990$1,175,478
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unfunded Pension Liability$897,703
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
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, Page 6, Part VI, Line 6

Members are school district employees.

Form 990, Page 6, Part VI, Line 7A

Members elect officers of the governing body.

Form 990, Page 6, Part VI, Line 8B

There are no committees with the authority to act on behalf of the governing body

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

An electronic copy of the form 990 is provided to board members for review prior to filing.

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

The board reviews transactions that could present a conflict of interest at monthly board meetings.

Form 990, Page 6, Part VI, Line 19

The governing documents and financial statements are available for review by members upon request at the organization's office.

Filing and Contact Details

Filer

Filer Name
Wea Midstate
EIN
91-1463117
Phone
5094526559
Address
711 N KEYS RD, YAKIMA, WA 98901

Signing Officer

Name
Terri Winckler
Title
President
Phone
0509452655
Signed
2022-05-24

Organization Details

Principal Officer
Terri Winckler
Formed
1956
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

Change in unfunded pension liablility 667,935

Raw XML Appendix378 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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IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/ExpensesSubtotalAmt01175478
IRS990ScheduleD/LandGrp/BookValueAmt0102215
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0102215
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0514598
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0553479
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01068077
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0897703
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNFUNDED PENSION LIABILITY
IRS990ScheduleD/RevenueSubtotalAmt01493153
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0616813
IRS990ScheduleD/TotalExpensesPerForm990Amt01175478
IRS990ScheduleD/TotalLiabilityAmt0897703
IRS990ScheduleD/TotalRevenuePerForm990Amt01493153
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01493153
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01175478
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1110439
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2158910
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt060350
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt140654
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt259486
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt031037
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt131037
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt241448
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JANET BECK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1WILLIAM OAKS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2NANCY VALENTA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNISERV REP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1UNISERV REP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2UNISERV REP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0249697
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1182130
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2259844
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ARE SCHOOL DISTRICT EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT OFFICERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD REVIEWS TRANSACTIONS THAT COULD PRESENT A CONFLICT OF INTEREST AT MONTHLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW BY MEMBERS UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGE IN UNFUNDED PENSION LIABLILITY 667,935
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02100274
IRS990/TotalAssetsEOYAmt02350547
IRS990/TotalAssetsGrp/BOYAmt02100274
IRS990/TotalAssetsGrp/EOYAmt02350547
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01175478
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01754919
IRS990/TotalLiabilitiesEOYAmt01019582
IRS990/TotalLiabilitiesGrp/BOYAmt01754919
IRS990/TotalLiabilitiesGrp/EOYAmt01019582
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0345355
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01330965
IRS990/TotalOtherCompensationAmt0264012
IRS990/TotalProgramServiceRevenueAmt01492531
IRS990/TotalReportableCompFromOrgAmt0435659
IRS990/TotalRevenueGrp/ExclusionAmt0622
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01492531
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01493153
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02100274
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02350547
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRI WINCKLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum00509452655
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEA MIDSTATE
ReturnHeader/Filer/BusinessNameControlTxt0WEAM
ReturnHeader/Filer/EIN0911463117
ReturnHeader/Filer/PhoneNum05094526559
ReturnHeader/Filer/USAddress/AddressLine1Txt0711 N KEYS RD
ReturnHeader/Filer/USAddress/CityNm0YAKIMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910872222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TREMPER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03131 ELLIOTT AVE STE 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098121
ReturnHeader/PreparerPersonGrp/PhoneNum02062854456
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS BARRY
ReturnHeader/ReturnTs02022-07-08T18:20:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINCKLER
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.57$0.63$1.95$1.59$1.65$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.77$1.81$1.56$1.36$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.35$1.02$1.33$1.49$1.18$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$1.75$0.35$1.49$1.28$0.21
2019Summary only. Only limited summary data is available for this year.$1.86$1.52$0.34$1.30$1.27$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.98$0.81$1.29$1.22$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$1.12$0.60$1.25$1.14$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.61$1.40$0.21$1.21$1.10$0.10
2015Summary only. Only limited summary data is available for this year.$1.47$1.26$0.22$1.23$1.10$0.13
2014Summary only. Only limited summary data is available for this year.$1.36$1.14$0.22$0.97$1.05$0.08
2013Summary only. Only limited summary data is available for this year.$1.47$0.88$0.58$1.09$1.10$0.00
2012Summary only. Only limited summary data is available for this year.$1.42$1.11$0.31$1.04$1.09$0.05
2011Summary only. Only limited summary data is available for this year.$1.47$0.97$0.50$1.06$1.22$0.16