Civic Intelligence

Lake Washington Human Resource Association

990 • Fiscal year 2015 • EIN 91-1611069

Jan 01, 2015 to Dec 31, 2015 • Filed on May 15, 2016

2150 N 107th StreetSeattle, WA 98133

(206) 367-8704

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

57th percentile

5.3%

Higher net margin than 57% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

61st percentile

7.6%

Faster asset growth than 61% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

51st percentile

1.3%

Faster revenue growth than 51% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$204,710

Up $14,473 (+7.6%) from 2014

Net Assets

Up

$204,710

Up $14,473 (+7.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$270,706

Up $3,568 (+1.3%) from 2014

Expenses

Down

$256,233

Down $21,722 (-7.8%) from 2014

Net Income

Up

$14,473

Up $25,290 (+234%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2011: $176,319Liabilities 2011: -$93Net Assets 2011: $176,4122011Assets 2012: $229,158Liabilities 2012: $492Net Assets 2012: $228,6662012Assets 2013: $202,214Liabilities 2013: $1,160Net Assets 2013: $201,0542013Assets 2014: $190,237Liabilities 2014: $0Net Assets 2014: $190,2372014Assets 2015: $204,710Liabilities 2015: $0Net Assets 2015: $204,7102015Assets 2016: $220,933Liabilities 2016: $0Net Assets 2016: $220,9332016Assets 2017: $289,144Liabilities 2017: $0Net Assets 2017: $289,1442017Assets 2018: $329,440Liabilities 2018: $0Net Assets 2018: $329,4402018Assets 2019: $324,476Liabilities 2019: $0Net Assets 2019: $324,4762019Assets 2020: $269,794Liabilities 2020: $0Net Assets 2020: $269,7942020Assets 2021: $235,121Liabilities 2021: $0Net Assets 2021: $235,1212021Assets 2022: $228,859Liabilities 2022: $0Net Assets 2022: $228,8592022Assets 2023: $232,729Liabilities 2023: $0Net Assets 2023: $232,7292023Assets 2024: $198,861Liabilities 2024: $0Net Assets 2024: $198,8612024

Highlighted filing

2015

Assets$204,710
Liabilities$0
Net Assets$204,710

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $202,090Expenses 2011: $182,431Net Income 2011: $19,6592011Revenue 2012: $234,206Expenses 2012: $181,952Net Income 2012: $52,2542012Revenue 2013: $219,834Expenses 2013: $247,446Net Income 2013: -$27,6122013Revenue 2014: $267,138Expenses 2014: $277,955Net Income 2014: -$10,8172014Revenue 2015: $270,706Expenses 2015: $256,233Net Income 2015: $14,4732015Revenue 2016: $251,917Expenses 2016: $235,694Net Income 2016: $16,2232016Revenue 2017: $297,390Expenses 2017: $229,179Net Income 2017: $68,2112017Revenue 2018: $284,134Expenses 2018: $243,838Net Income 2018: $40,2962018Revenue 2019: $248,031Expenses 2019: $252,995Net Income 2019: -$4,9642019Revenue 2020: $149,828Expenses 2020: $204,510Net Income 2020: -$54,6822020Revenue 2021: $90,788Expenses 2021: $127,592Net Income 2021: -$36,8042021Revenue 2022: $144,782Expenses 2022: $151,044Net Income 2022: -$6,2622022Revenue 2023: $152,523Expenses 2023: $150,019Net Income 2023: $2,5042023Revenue 2024: $122,436Expenses 2024: $162,697Net Income 2024: -$40,2612024

Highlighted filing

2015

Revenue$270,706
Expenses$256,233
Net Income$14,473
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 15, 2016
Return Version
2015v2.1
Gross Receipts
$270,706
Mission and Program Overview

Mission

The education of human resource professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$105,127$105,076▼ $51
Cash and Non-Interest-Bearing Accounts$85,110$99,634▲ $14,524
Total Assets$190,237$204,710▲ $14,473
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$190,237$204,710▲ $14,473
Total Net Assets Fund Balance$190,237$204,710▲ $14,473
Total Liabilities and Net Assets / Fund Balance$190,237$204,710▲ $14,473
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$89,245
Program Service Revenue
$181,167
Investment Income
$294
Other Revenue
$0
All Other Contributions
$49,413
Change in Net Assets
$14,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$254,833
Grants and Similar Amounts Paid$1,400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$133,919$4,160$0$138,079
Fees for Services Management$0$77,880-$77,880
Travel$10,057$0-$10,057
Office Expenses$6,600$567-$7,167
Insurance$545$1,383-$1,928
Fees for Services Accounting$0$1,773-$1,773
Grants to Domestic Individuals$1,400--$1,400
Other Expenses$0$190-$190
Total Functional Expenses$160,822$95,411$0$256,233
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

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

Filer

Filer Name
Lake Washington Human Resource Association
EIN
91-1611069
Phone
2063678704
Address
2150 N 107TH STREET, SEATTLE, WA 98133

Signing Officer

Name
Doug Sayed
Title
Treasurer
Phone
2063678704
Signed
2016-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nathan Deily
Formed
1993
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
170

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

The board of directors delegates a limited scope of work to sbi management services (sbims). Sbims performs accounting, administrative, and other services for the organization which sometimes require decisions normally reserved for management. However, sbims reports to and is supervised by the board of directors.

Pt VI, Line 6

The organization is an association with members. There are three levels of membership, but all members must be members of the society of human resources management(shrm). Home chapter members designate lwhra as their primary chapter and pay no dues directly to lwhra. Allied members have a different primary chapter with shrtm and pay lwhra a fee. Student members are affiliated with their college chapter and join lwhra at no charge.

Pt VI, Line 7A

All members of the board of directors are elected by the members of the organization.

Pt VI, Line 7B

Changes to the organization's bylaws require a majority vote of the membership.

Pt VI, Line 11B

The president and treasurer review the form 990 prior to filing.

Pt VI, Line 19

Governing documents are made available upon request.

Form 990, Part IX, Line 24E

Gifts and awards 3098. 3038. 60. 0.

Form 990, Part IX, Line 24E

Graphic design 820. 820. 0. 0.

Form 990, Part IX, Line 24E

Meals 94058. 94058. 0. 0.

Form 990, Part IX, Line 24E

Miscellaneous expense 1089. 116. 973. 0.

Form 990, Part IX, Line 24E

PARKING 8. 8. 0. 0.

Form 990, Part IX, Line 24E

Speaker/instructor expense 683. 683. 0. 0.

Form 990, Part IX, Line 24E

Exhibitor expenses 2831. 2831. 0. 0.

Form 990, Part IX, Line 24E

Speaker honorarium 6750. 6750. 0. 0.

Form 990, Part IX, Line 24E

STORAGE 320. 0. 320. 0.

Form 990, Part IX, Line 24E

Supplies and signage 11356. 10740. 616. 0.

Form 990, Part IX, Line 24E

Telecommunications 1716. 212. 1504. 0.

Form 990, Part IX, Line 24E

Venue/meeting room 14663. 14663. 0. 0.

Form 990, Part IX, Line 24E

WEBSITE 687. 0. 687. 0.

Raw XML Appendix330 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/Form990PartVIISectionAGrp/PersonNm9THERESA KINNEY
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS DELEGATES A LIMITED SCOPE OF WORK TO SBI MANAGEMENT SERVICES (SBIMS). SBIMS PERFORMS ACCOUNTING, ADMINISTRATIVE, AND OTHER SERVICES FOR THE ORGANIZATION WHICH SOMETIMES REQUIRE DECISIONS NORMALLY RESERVED FOR MANAGEMENT. HOWEVER, SBIMS REPORTS TO AND IS SUPERVISED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS AN ASSOCIATION WITH MEMBERS. THERE ARE THREE LEVELS OF MEMBERSHIP, BUT ALL MEMBERS MUST BE MEMBERS OF THE SOCIETY OF HUMAN RESOURCES MANAGEMENT(SHRM). HOME CHAPTER MEMBERS DESIGNATE LWHRA AS THEIR PRIMARY CHAPTER AND PAY NO DUES DIRECTLY TO LWHRA. ALLIED MEMBERS HAVE A DIFFERENT PRIMARY CHAPTER WITH SHRTM AND PAY LWHRA A FEE. STUDENT MEMBERS ARE AFFILIATED WITH THEIR COLLEGE CHAPTER AND JOIN LWHRA AT NO CHARGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGES TO THE ORGANIZATION'S BYLAWS REQUIRE A MAJORITY VOTE OF THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PRESIDENT AND TREASURER REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GIFTS AND AWARDS 3098. 3038. 60. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GRAPHIC DESIGN 820. 820. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEALS 94058. 94058. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS EXPENSE 1089. 116. 973. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PARKING 8. 8. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SPEAKER/INSTRUCTOR EXPENSE 683. 683. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12EXHIBITOR EXPENSES 2831. 2831. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SPEAKER HONORARIUM 6750. 6750. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14STORAGE 320. 0. 320. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SUPPLIES AND SIGNAGE 11356. 10740. 616. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TELECOMMUNICATIONS 1716. 212. 1504. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17VENUE/MEETING ROOM 14663. 14663. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18WEBSITE 687. 0. 687. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0190237
IRS990/TotalAssetsEOYAmt0204710
IRS990/TotalAssetsGrp/BOYAmt0190237
IRS990/TotalAssetsGrp/EOYAmt0204710
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt089245
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt095411
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0160822
IRS990/TotalFunctionalExpensesGrp/TotalAmt0256233
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0190237
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0204710
IRS990/TotalProgramServiceRevenueAmt0181167
IRS990/TotalRevenueGrp/ExclusionAmt0294
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0181167
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0270706
IRS990/TotalVolunteersCnt0170
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0190237
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0204710
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt010057
IRS990/TravelGrp/TotalAmt010057
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0190237
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0204710
IRS990/USAddress/AddressLine1Txt02150 N 107 ST 205
IRS990/USAddress/CityNm0SEATTLE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098133
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.LWHRA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG SAYED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02063678704
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE WASHINGTON HUMAN RESOURCE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0911611069
ReturnHeader/Filer/PhoneNum02063678704
ReturnHeader/Filer/USAddress/AddressLine1Txt02150 N 107TH STREET
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Resource Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04667 SE BAKKEN CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT ORCHARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098366
ReturnHeader/PreparerPersonGrp/PhoneNum03602710167
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA VAN PATTEN
ReturnHeader/ReturnTs02016-06-30T16:27:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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.$1.99$0.00$1.99$1.22$1.63$0.40
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$1.53$1.50$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$1.45$1.51$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.91$1.28$0.37
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$1.50$2.05$0.55
2019Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$2.48$2.53$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$2.84$2.44$0.40
2017Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$2.97$2.29$0.68
2016Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$2.52$2.36$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$2.71$2.56$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$2.67$2.78$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.02$0.01$2.01$2.20$2.47$0.28
2012Summary only. Only limited summary data is available for this year.$2.29$0.00$2.29$2.34$1.82$0.52
2011Summary only. Only limited summary data is available for this year.$1.76$0.00$1.76$2.02$1.82$0.20