Civic Intelligence

Washington Beverage Association

990 • Fiscal year 2021 • EIN 91-6034505

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

2210 Black Lake Blvd SWOlympia, WA 98512

(360) 943-3878

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

51st percentile

8.5%

Higher net margin than 51% 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

50th percentile

6.9%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

43rd percentile

-2.5%

Faster revenue growth than 43% of similar nonprofits.

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

Assets

Up

$357,273

Up $22,999 (+6.9%) from 2020

Net Assets

Up

$357,273

Up $22,999 (+6.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$270,101

Down $6,950 (-2.5%) from 2020

Expenses

Up

$247,102

Up $28,026 (+13%) from 2020

Net Income

Down

$22,999

Down $34,976 (-60%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $38,204Liabilities 2011: $0Net Assets 2011: $38,2042011Assets 2012: $37,879Liabilities 2012: $0Net Assets 2012: $37,8792012Assets 2013: $43,317Liabilities 2013: $0Net Assets 2013: $43,3172013Assets 2014: $28,540Net Assets 2014: $28,5402014Assets 2015: $82,092Liabilities 2015: $0Net Assets 2015: $82,0922015Assets 2016: $118,117Liabilities 2016: $0Net Assets 2016: $118,1172016Assets 2017: $159,164Liabilities 2017: $0Net Assets 2017: $159,1642017Assets 2018: $215,748Liabilities 2018: $0Net Assets 2018: $215,7482018Assets 2019: $276,299Liabilities 2019: $0Net Assets 2019: $276,2992019Assets 2020: $334,274Liabilities 2020: $0Net Assets 2020: $334,2742020Assets 2021: $357,273Liabilities 2021: $0Net Assets 2021: $357,2732021Assets 2022: $477,607Liabilities 2022: $0Net Assets 2022: $477,6072022Assets 2023: $482,518Liabilities 2023: $0Net Assets 2023: $482,5182023Assets 2024: $365,236Liabilities 2024: $0Net Assets 2024: $365,2362024

Highlighted filing

2021

Assets$357,273
Liabilities$0
Net Assets$357,273

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $295,2992011Revenue 2012: $276,029Expenses 2012: $276,354Net Income 2012: -$3252012Revenue 2013: $208,526Expenses 2013: $203,088Net Income 2013: $5,4382013Revenue 2014: $188,955Expenses 2014: $203,732Net Income 2014: -$14,7772014Revenue 2015: $282,674Expenses 2015: $229,122Net Income 2015: $53,5522015Revenue 2016: $272,424Expenses 2016: $236,399Net Income 2016: $36,0252016Revenue 2017: $277,721Expenses 2017: $236,674Net Income 2017: $41,0472017Revenue 2018: $276,201Expenses 2018: $219,617Net Income 2018: $56,5842018Revenue 2019: $284,853Expenses 2019: $224,302Net Income 2019: $60,5512019Revenue 2020: $277,051Expenses 2020: $219,076Net Income 2020: $57,9752020Revenue 2021: $270,101Expenses 2021: $247,102Net Income 2021: $22,9992021Revenue 2022: $566,173Expenses 2022: $549,547Net Income 2022: $16,6262022Revenue 2023: $433,654Expenses 2023: $434,743Net Income 2023: -$1,0892023Revenue 2024: $483,777Expenses 2024: $601,059Net Income 2024: -$117,2822024

Highlighted filing

2021

Revenue$270,101
Expenses$247,102
Net Income$22,999
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$270,101
Mission and Program Overview

Mission

Informational meetings

Provide information, training, support and represent beverage producers, bottlers, and distributors across washington state.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$334,274$357,273▲ $22,999
Total Assets$334,274$357,273▲ $22,999
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$334,274$357,273▲ $22,999
Total Net Assets Fund Balance$334,274$357,273▲ $22,999
Total Liabilities and Net Assets / Fund Balance$334,274$357,273▲ $22,999
Compensation and Service Providers

Board Members and Trustees

NameTitle
Heidi Piper SchultzPresident
Chris HallBoard Member
Mark NilssonBoard Member
Rich McnaughtonBoard Member
Robert Eli MasseyBoard Member
Rodger NoelBoard Member
Tim MartinBoard Member
Brad BoswellExecutive Di
Brian CharneskiTreasurer/se
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$269,781
Investment Income
$320
Other Revenue
$0
Change in Net Assets
$22,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$247,102
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Lobbying---$106,383
Fees for Services Management---$83,814
Fees for Services Other---$35,000
Fees for Services Accounting---$16,500
Conferences and Meetings---$3,484
Office Expenses---$1,476
Information Technology---$445
Total Functional Expenses$0$0$0$247,102
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Boswell Consulting IncExec. DirectorLobbying, ManagementNo$132,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Owners or their representatives of beverage bottling companies.

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

An electronic copy of the form 990 is reviewed by the treasurer prior to submission to the irs.

Form 990, Page 6, Part VI, Line 19

NO REQUEST WAS MADE.

Filing and Contact Details

Filer

Filer Name
Washington Beverage Association
EIN
91-6034505
Phone
3609433878
Address
2210 BLACK LAKE BLVD SW, OLYMPIA, WA 98512

Signing Officer

Name
Brian Charneski
Title
Treasurer/secretary
Phone
3609433878
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heidi Piper Schultz
Formed
1939
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Dnm & Associates Ps
Address
PO BOX 1156, SHELTON, WA 98584
Preparer
Daniel Mortensen CPA
Phone
3604265667
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Association of western states beverage businesses for the purpose of joint conventions to report and coordinate on activities, litter control, taxation, etc.

Form 990, Part IX, Line 11G

Public affairs services 35,000 0 0

Raw XML Appendix299 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/TitleTxt0TREASURER/SE
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OWNERS OR THEIR REPRESENTATIVES OF BEVERAGE BOTTLING COMPANIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN ELECTRONIC COPY OF THE FORM 990 IS REVIEWED BY THE TREASURER PRIOR TO SUBMISSION TO THE IRS.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/USAddress/CityNm0OLYMPIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098512
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843297029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DNM & ASSOCIATES PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098584
ReturnHeader/PreparerPersonGrp/PhoneNum03604265667
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL MORTENSEN CPA
ReturnHeader/ReturnTs02022-11-15T16:11:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHARNESKI
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$4.84$6.01$1.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$4.34$4.35$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.78$0.00$4.78$5.66$5.50$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$2.70$2.47$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.00$3.34$2.77$2.19$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$2.85$2.24$0.61
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$2.76$2.20$0.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$2.78$2.37$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$2.72$2.36$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$2.83$2.29$0.54
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.89$2.04$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$2.09$2.03$0.05
2012Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$2.76$2.76$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$2.95
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)6 • <$500k nonprofits