Civic Intelligence

Northwest Independent Plan Center Association

990EZ • Fiscal year 2023 • EIN 91-1972449

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 10, 2024

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

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

31st percentile

-9.4%

Faster asset growth than 31% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

11%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Flat

$124,533

Flat from 2023

Net Assets

$124,533

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin20th percentile

Revenue

Flat

$73,587

Flat from 2023

Expenses

Flat

$86,533

Flat from 2023

Net Income

Flat

-$12,946

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth31st 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: $0Net Assets 2023: $124,5332023Assets 2023: $124,533Liabilities 2023: $02023Assets 2025: $133,204Liabilities 2025: $314Net Assets 2025: $132,8902025

Highlighted filing

2023

Assets$124,533
Liabilities$0
Net Assets$124,533
Open 2023 Filing

Operations Trend

Revenue Growth58th 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 2023: $73,587Expenses 2023: $86,533Net Income 2023: -$12,9462023Revenue 2025: $133,810Expenses 2025: $165,374Net Income 2025: -$31,5642025

Highlighted filing

2023

Revenue$73,587
Expenses$86,533
Net Income-$12,946
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$73,587
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
THE ORGANIZATION CONTRACTED WITH AN EXECUTIVE DIRECTOR TO EXPAND THE SERVICES AND OFFERINGS AVAILABLE TO OUR MEMBERS, HELPING ADVANCE THE MISSION OF THE ORGANIZATION.$0$49,858
THE ORGANIZATION SPONSORED TRAVEL AND RELATED EXPENSES FOR MANAGEMENT OF ITS MEMBERS TO ATTEND THE NATIONAL BUILDER'S EXCHANGE ANNUAL MEETING TO FURTHER PROMOTE ITS MISSION.$0$4,500
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUKE HUDSONTreasurer-$0--
SARAH HANSENSecretary-$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
2024-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Matthew J Schafer CPA Pllc
Address
1500 POLY DR STE 111, BILLINGS, MT 59102
Preparer
Matthew J Schafer
Phone
4068611224
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 1,667.”

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

“Description: medical insurance income. Amount: 71,920.”

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

“Description: insurance. Amount: 8,956. Description: bank fees. Amount: 13. Description: marketing. Amount: 10,750. Description: federal income taxes paid. Amount: 1,473. Description: meeting expenses. Amount: 13,350. Description: website. Amount: 333. Total to form 990-ez, line 16: 34,875.”

Raw XML Appendix119 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/PersonNm0LUKE HUDSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04066521311
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02050 BROADWATER SUITE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BILLINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0137479
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0124533
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-12946
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt051658
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0137479
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0124533
IRS990EZ/GrossReceiptsAmt073587
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01667
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0137479
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0124533
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0137479
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0124533
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/PersonNm0LUKE HUDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH HANSEN
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/OtherExpensesTotalAmt034875
IRS990EZ/OtherRevenueTotalAmt071920
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/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION SPONSORED TRAVEL AND RELATED EXPENSES FOR MANAGEMENT OF ITS MEMBERS TO ATTEND THE NATIONAL BUILDER'S EXCHANGE ANNUAL MEETING TO FURTHER PROMOTE ITS MISSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION CONTRACTED WITH AN EXECUTIVE DIRECTOR TO EXPAND THE SERVICES AND OFFERINGS AVAILABLE TO OUR MEMBERS, HELPING ADVANCE THE MISSION OF THE ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt149858
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt086533
IRS990EZ/TotalProgramServiceExpensesAmt054358
IRS990EZ/TotalRevenueAmt073587
IRS990EZ/TypeOfOrganizationOtherDesc0NON-PROFIT CORPORATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NWIPCA.COM/INDEX.HTML
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,667.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEDICAL INSURANCE INCOME. AMOUNT: 71,920.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 8,956. DESCRIPTION: BANK FEES. AMOUNT: 13. DESCRIPTION: MARKETING. AMOUNT: 10,750. DESCRIPTION: FEDERAL INCOME TAXES PAID. AMOUNT: 1,473. DESCRIPTION: MEETING EXPENSES. AMOUNT: 13,350. DESCRIPTION: WEBSITE. AMOUNT: 333. TOTAL TO FORM 990-EZ, LINE 16: 34,875.
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STAN WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04066521311
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853792077
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEW J SCHAFER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 POLY DR STE 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BILLINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059102
ReturnHeader/PreparerPersonGrp/PhoneNum04068611224
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J SCHAFER
ReturnHeader/ReturnTs02024-10-14T13:55:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,533
Liabilities
$0
Net assets
$124,533
Revenue
$73,587
Expenses
$86,533
Net income
-$12,946
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
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.74$0.87$0.13
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