Civic Intelligence

Northwest Independent Plan Center Association

990EZ • Fiscal year 2021 • EIN 91-1972449

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 08, 2022

Organization ProfileWWW.NWIPCA.COM/INDEX.HTML

View Organization Page

PO Box 2968Spokane, WA 99220

(406) 652-1311

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

66%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

95th percentile

108%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

64%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$125,229

Up $64,931 (+108%) from 2020

Net Assets

$125,229

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin96th percentile

Revenue

Up

$98,444

Up $38,512 (+64%) from 2020

Expenses

Up

$33,513

Up $26,032 (+348%) from 2020

Net Income

Up

$64,931

Up $12,480 (+24%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$150K$100K$50K$0Assets 2020: $60,298Liabilities 2020: $02020Assets 2021: $125,229Liabilities 2021: $0Net Assets 2021: $125,2292021Assets 2022: $137,479Liabilities 2022: $02022Assets 2023: $124,533Liabilities 2023: $02023Assets 2025: $133,204Liabilities 2025: $314Net Assets 2025: $132,8902025

Highlighted filing

2021

Assets$125,229
Liabilities$0
Net Assets$125,229
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2020: $59,932Expenses 2020: $7,481Net Income 2020: $52,4512020Revenue 2021: $98,444Expenses 2021: $33,513Net Income 2021: $64,9312021Revenue 2022: $66,544Expenses 2022: $54,294Net Income 2022: $12,2502022Revenue 2023: $73,587Expenses 2023: $86,533Net Income 2023: -$12,9462023Revenue 2025: $133,810Expenses 2025: $165,374Net Income 2025: -$31,5642025

Highlighted filing

2021

Revenue$98,444
Expenses$33,513
Net Income$64,931
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 8, 2022
Return Version
2021v4.2
Gross Receipts
$98,444
Mission and Program Overview

Mission

The object of the corporation shall be to unite independent plan centers for the purpose of sharing information and ideas; which enables us to strengthen our plan centers allowing us to provide the best possible service to our members. Membership dues are used for administration of the corporation and for marketing outreach programs for member plan centers.

The object of the corporation shall be to unite independent plan centers for the purpose of sharing information and ideas; which enables us to stregthen our plan centers allowing us to provide the best possible service to our members. Membership dues are used for administration of the corporation and for marketing outreach programs for member plan centers.

Program Services

DescriptionGrantsExpenses
2021 SAW THE MAJORITY OF OUR MARKETING / OUTREACH AND INFORMATION SHARING PUT ON HOLD DUE TO COVID-19. OUR ANNUAL MEETING TO SHARE INFORMATION WAS HELD VIA ZOOM AT NO COST.$0$0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RITA HELDENBRANDTreasurer-$0--
JAMIE WRIGHTSecretary-$0--
KRISTA SMITHVice Chair-$0--
STAN WAGNERChair-$0--
Filing and Contact Details

Filer

Filer Name
Northwest Independent Plan Center
EIN
91-1972449
Phone
4066521311
Address
PO BOX 2968, SPOKANE, WA 99220

Signing Officer

Name
Stan Wagner
Title
Chair
Phone
4066521311
Signed
2022-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Montana Tax Group Pllc
Address
1597 AVE D STE 4, BILLINGS, MT 59102
Preparer
Matthew J Schafer
Phone
4066527744
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 55.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: medical insurance income. Amount: 96,503.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office supplies. Amount: 24. Description: insurance. Amount: 7,536. Description: miscellaneous. Amount: 25. Description: marketing. Amount: 1,720. Description: federal income taxes paid. Amount: 17,836. Total to form 990-ez, line 16: 27,141.”

Raw XML Appendix120 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0RITA HELDENBRAND
IRS990EZ/BooksInCareOfDetail/PhoneNum05093289600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0209 N HAVANA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPOKANE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd099202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060298
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125229
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt064931
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06372
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060298
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0125229
IRS990EZ/GrossReceiptsAmt098444
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt055
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01886
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060298
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125229
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060298
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125229
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RITA HELDENBRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STAN WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAIR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationFiled990TInd01
IRS990EZ/OrganizationHadUBIInd01
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027141
IRS990EZ/OtherRevenueTotalAmt096503
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECT OF THE CORPORATION SHALL BE TO UNITE INDEPENDENT PLAN CENTERS FOR THE PURPOSE OF SHARING INFORMATION AND IDEAS; WHICH ENABLES US TO STREGTHEN OUR PLAN CENTERS ALLOWING US TO PROVIDE THE BEST POSSIBLE SERVICE TO OUR MEMBERS. MEMBERSHIP DUES ARE USED FOR ADMINISTRATION OF THE CORPORATION AND FOR MARKETING OUTREACH PROGRAMS FOR MEMBER PLAN CENTERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02021 SAW THE MAJORITY OF OUR MARKETING / OUTREACH AND INFORMATION SHARING PUT ON HOLD DUE TO COVID-19. OUR ANNUAL MEETING TO SHARE INFORMATION WAS HELD VIA ZOOM AT NO COST.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt033513
IRS990EZ/TotalRevenueAmt098444
IRS990EZ/TypeOfOrganizationOtherDesc0NON-PROFIT CORPORATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NWIPCA.COM/INDEX.HTML
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 55.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEDICAL INSURANCE INCOME. AMOUNT: 96,503.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 24. DESCRIPTION: INSURANCE. AMOUNT: 7,536. DESCRIPTION: MISCELLANEOUS. AMOUNT: 25. DESCRIPTION: MARKETING. AMOUNT: 1,720. DESCRIPTION: FEDERAL INCOME TAXES PAID. AMOUNT: 17,836. TOTAL TO FORM 990-EZ, LINE 16: 27,141.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STAN WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04066521311
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHWEST INDEPENDENT PLAN CENTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0911972449
ReturnHeader/Filer/PhoneNum04066521311
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2968
ReturnHeader/Filer/USAddress/CityNm0SPOKANE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd099220
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873634938
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONTANA TAX GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01597 AVE D STE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BILLINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059102
ReturnHeader/PreparerPersonGrp/PhoneNum04066527744
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J SCHAFER
ReturnHeader/ReturnTs02022-04-14T16:09:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WAGNER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,229
Liabilities
$0
Net assets
$125,229
Revenue
$98,444
Expenses
$33,513
Net income
$64,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.34$1.65$0.32
2023Summary only. Only limited summary data is available for this year.$1.25$0.00$0.74$0.87$0.13
2022Summary only. Only limited summary data is available for this year.$1.37$0.00$0.67$0.54$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.98$0.34$0.65
2020Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$0.07$0.52