Civic Intelligence

Greater Wenatchee Area Technology

990 • Fiscal year 2019 • EIN 91-2112603

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

14 N Wenatchee Ave 114Wenatchee, WA 98801

(509) 661-9000

Siviq Scores

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

Liabilities / Assets

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

44th percentile

0.7%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

60th percentile

8.8%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$63,956

Up $5,183 (+8.8%) from 2018

Net Assets

Up

$58,294

Up $2,595 (+4.7%) from 2018

Liabilities

Up

$5,662

Up $2,588 (+84%) from 2018

Revenue

Up

$347,523

Up $57,340 (+20%) from 2018

Expenses

Up

$344,928

Up $52,580 (+18%) from 2018

Net Income

Up

$2,595

Up $4,760 (+220%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $15,980Liabilities 2011: $7502011Assets 2012: $31,983Liabilities 2012: $1,7102012Assets 2013: $39,395Liabilities 2013: $02013Assets 2014: $43,561Liabilities 2014: $7002014Assets 2015: $34,639Liabilities 2015: $7,2802015Assets 2016: $56,739Liabilities 2016: $4,972Net Assets 2016: $51,7672016Assets 2017: $58,731Liabilities 2017: $867Net Assets 2017: $57,8642017Assets 2018: $58,773Liabilities 2018: $3,074Net Assets 2018: $55,6992018Assets 2019: $63,956Liabilities 2019: $5,662Net Assets 2019: $58,2942019Assets 2020: $121,698Liabilities 2020: $4,617Net Assets 2020: $117,0812020Assets 2021: $444,514Liabilities 2021: $10,939Net Assets 2021: $433,5752021Assets 2022: $542,967Liabilities 2022: $11,298Net Assets 2022: $531,6692022Assets 2023: $668,146Liabilities 2023: $22,777Net Assets 2023: $645,3692023Assets 2024: $853,145Liabilities 2024: $174,651Net Assets 2024: $678,4942024

Highlighted filing

2019

Assets$63,956
Liabilities$5,662
Net Assets$58,294

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $71,714Expenses 2011: $67,560Net Income 2011: $4,1542011Revenue 2012: $63,811Expenses 2012: $48,768Net Income 2012: $15,0432012Revenue 2013: $57,805Expenses 2013: $48,683Net Income 2013: $9,1222013Revenue 2014: $66,434Expenses 2014: $62,968Net Income 2014: $3,4662014Revenue 2015: $68,076Expenses 2015: $83,578Net Income 2015: -$15,5022015Revenue 2016: $139,362Expenses 2016: $114,954Net Income 2016: $24,4082016Revenue 2017: $215,508Expenses 2017: $209,411Net Income 2017: $6,0972017Revenue 2018: $290,183Expenses 2018: $292,348Net Income 2018: -$2,1652018Revenue 2019: $347,523Expenses 2019: $344,928Net Income 2019: $2,5952019Revenue 2020: $351,509Expenses 2020: $308,130Net Income 2020: $43,3792020Revenue 2021: $942,033Expenses 2021: $627,824Net Income 2021: $314,2092021Revenue 2022: $931,171Expenses 2022: $833,077Net Income 2022: $98,0942022Revenue 2023: $1,547,185Expenses 2023: $1,431,391Net Income 2023: $115,7942023Revenue 2024: $2,013,251Expenses 2024: $1,983,321Net Income 2024: $29,9302024

Highlighted filing

2019

Revenue$347,523
Expenses$344,928
Net Income$2,595
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$347,523
Mission and Program Overview

Mission

GWATA (The Greater Wenatchee Area Technology Alliance) is a 501(c)3 with a mission to bring people and technology resources together to create a thriving community.

The Greater Wenatchee Area Technology Alliance encourages the use and development of technology in North Central Washington by connecting people and resources, providing access to expert information, facilitating the exchange of ideas, and recognizing local innovators.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$58,286$63,956▲ $5,670
Rtn Earn Endowment Incm Other Fnds$55,699$58,294▲ $2,595
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$58,773$63,956▲ $5,183
Other Assets Total$487--
Liabilities
Accounts Payable and Accrued Expenses$3,074$5,662▲ $2,588
Total Liabilities$3,074$5,662▲ $2,588
Net Assets / Fund Balance
Total Net Assets Fund Balance$55,699$58,294▲ $2,595
Total Liabilities and Net Assets / Fund Balance$58,773$63,956▲ $5,183
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stacy LuckensmeyerPresident
Tom ArnoldVice President
Brian BeaumontBoard Member
JC BaldwinBoard Member
Jim HuffmanBoard Member
Pete PhillipsBoard Member
Robert PagelerBoard Member
Rodney DyeBoard Member
Ryan SmolinskyBoard Member
Wendy DalpezBoard Member
Barbara WaltersSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$233,761
Program Service Revenue
$113,574
Investment Income
$188
Other Revenue
$0
All Other Contributions
$194,498
Change in Net Assets
$2,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$185,809
Other Expenses$159,119
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$126,922$31,730-$158,652
Occupancy$28,477$7,119-$35,596
Advertising$21,141$6,585-$27,726
Office Expenses$16,731$4,183-$20,914
Payroll Taxes$11,964$2,991-$14,955
Other Employee Benefits$7,879$1,970-$9,849
Fees for Services Accounting-$8,954-$8,954
Travel$4,555--$4,555
Pension Plan Contributions$1,882$471-$2,353
Other Expenses$2,760$1,289-$1,289
Conferences and Meetings$536--$536
Total Functional Expenses$267,726$77,202$0$344,928
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
Subject to proxy tax
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 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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

The organization is only made up of members.

Form 990, Part VI, Section A, line 7B

The by-laws of the organization addresses this process and how members vote.

Form 990, Part VI, Section B, line 11B

Form 990 is made available to the board.

Form 990, Part VI, Section B, line 12C

GWATA monitors and requires all members of the Board to disclose any conflict of interest that arises.

Form 990, Part VI, Section B, line 15

The only paid positions with the non-profit are staff positions. In 2019, there were three paid employees in the organization. All budgets and financial decisions, including payroll for staff, are reviewed and discussed amongst the full voting board annually.

Form 990, Part VI, Section C, line 18

The organizations Form 990 is available upon request. It is located in their office for viewing.

Form 990, Part VI, Section C, line 19

Available upon request

Filing and Contact Details

Filer

Filer Name
Greater Wenatchee Area Technology
EIN
91-2112603
Phone
5096619000
Address
14 N Wenatchee Ave 114, Wenatchee, WA 98801

Signing Officer

Name
Stacy Luckensmeyer
Title
Board President
Phone
5096619000
Signed
2020-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy Luckensmeyer
Formed
1999
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
50

Preparer

Firm
Cordell Neher & Company PLLC
Address
PO Box 3068, Wenatchee, WA 98807-3068
Preparer
Jennifer Babcock CPA
Phone
5096631661
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IRS990/Desc0GWATA's mission is to bring people and technology resources together to create a thriving community. GWATA supports the regional economy by creating local and statewide connections for new entrepreneurs, businesses, and individuals which helps support their launch, development, or transition into the region. GWATA builds and runs educational programs for the community in three distinct areas: technology, entrepreneurship, and STEM (science, technology, engineering, math) education. GWATA serves as the co-director of the Apple STEM Network, a collective impact initiative to clear a pathway and secure resources for students to build STEM fluency, thereby opening the door to new careers. GWATA works to increase STEM awareness, promote career connected learning, support the transition of students from K12 system into post-secondary pathways, support teachers with resources, and provide a way for industry and workforce to connect into the K12 system. GWATA hosts over 30 events per year, the largest of which are the Innovator Awards Luncheon, The Flywheel Investment Conference, and the Wenatchee Mini Maker Faire. In addition, GWATA events and programs serve as a way to highlight successful innovators in the region while inspiring those who are just beginning their journey. This fosters an innovative and entrepreneurial community culture between community members, educators, and businesses.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0589639
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0188
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0540
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0441791
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0612
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0612
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96360
IRS990ScheduleA/PublicSupportPY170Pct00.99600
IRS990ScheduleA/PublicSupportTotal170Amt0569312
IRS990ScheduleA/SubstantialContributorsTotAmt020327
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0233761
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt096778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0125149
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100404
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033547
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0589639
IRS990ScheduleA/TotalSupportAmt0590791
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization is only made up of members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The by-laws of the organization addresses this process and how members vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is made available to the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GWATA monitors and requires all members of the Board to disclose any conflict of interest that arises.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The only paid positions with the non-profit are staff positions. In 2019, there were three paid employees in the organization. All budgets and financial decisions, including payroll for staff, are reviewed and discussed amongst the full voting board annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organizations Form 990 is available upon request. It is located in their office for viewing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt058773
IRS990/TotalAssetsEOYAmt063956
IRS990/TotalAssetsGrp/BOYAmt058773
IRS990/TotalAssetsGrp/EOYAmt063956
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0233761
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt077202
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0267726
IRS990/TotalFunctionalExpensesGrp/TotalAmt0344928
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03074
IRS990/TotalLiabilitiesEOYAmt05662
IRS990/TotalLiabilitiesGrp/BOYAmt03074
IRS990/TotalLiabilitiesGrp/EOYAmt05662
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt055699
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt058294
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0267726
IRS990/TotalProgramServiceRevenueAmt0113574
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0188
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0113574
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0347523
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058773
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt063956
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04555
IRS990/TravelGrp/TotalAmt04555
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014 N Wenatchee Ave 114
IRS990/USAddress/CityNm0Wenatchee
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098801
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.gwata.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Stacy Luckensmeyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board President
ReturnHeader/BusinessOfficerGrp/PhoneNum05096619000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Greater Wenatchee Area Technology
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Alliance
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0912112603
ReturnHeader/Filer/PhoneNum05096619000
ReturnHeader/Filer/USAddress/AddressLine1Txt014 N Wenatchee Ave 114
ReturnHeader/Filer/USAddress/CityNm0Wenatchee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId083FB37981144BB0E4737BCE83CF3AF77A51C2A6D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.172.104.146
ReturnHeader/FilingSecurityInformation/IPDt02020-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:32:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910950793
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cordell Neher & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3068
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wenatchee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0988073068

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.17$0.68$2.01$1.98$0.03
2023Summary only. Only limited summary data is available for this year.$0.67$0.02$0.65$1.55$1.43$0.12
2022Summary only. Only limited summary data is available for this year.$0.54$0.01$0.53$0.93$0.83$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.01$0.43$0.94$0.63$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.35$0.31$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.01$0.06$0.35$0.34$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.29$0.29$0.00
2017Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$0.22$0.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.05$0.14$0.11$0.02
2015Summary only. Only limited summary data is available for this year.$0.03$0.01$0.07$0.08$0.02
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.07$0.06$0.00
2013Summary only. Only limited summary data is available for this year.$0.04$0.00$0.06$0.05$0.01
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.06$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.07$0.07$0.00