Civic Intelligence

Washington Education Association - Retired

990 • Fiscal year 2016 • EIN 94-3119445

Sep 01, 2015 to Aug 31, 2016 • Filed on Mar 02, 2017

PO Box 9100Federal Way, WA 98001

(800) 622-3393

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.00x

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

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Net Margin

14th percentile

-9.4%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

31st percentile

$599

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Asset Growth

23rd percentile

-3.7%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-5.2%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$546,856

Down $21,269 (-3.7%) from 2015

Net Assets

Down

$546,856

Down $21,269 (-3.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$147,009

Down $8,018 (-5.2%) from 2015

Expenses

Up

$160,819

Up $39,373 (+32%) from 2015

Net Income

Down

-$13,810

Down $47,391 (-141%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $387,783Net Assets 2011: $387,7832011Assets 2012: $445,129Liabilities 2012: $02012Assets 2013: $504,255Liabilities 2013: $0Net Assets 2013: $504,2552013Assets 2014: $575,402Liabilities 2014: $0Net Assets 2014: $575,4022014Assets 2015: $568,125Liabilities 2015: $0Net Assets 2015: $568,1252015Assets 2016: $546,856Liabilities 2016: $0Net Assets 2016: $546,8562016Assets 2017: $583,586Liabilities 2017: $0Net Assets 2017: $583,5862017Assets 2018: $604,928Liabilities 2018: $0Net Assets 2018: $604,9282018Assets 2019: $627,104Liabilities 2019: $0Net Assets 2019: $627,1042019Assets 2020: $635,923Liabilities 2020: $0Net Assets 2020: $635,9232020Assets 2021: $767,445Liabilities 2021: $0Net Assets 2021: $767,4452021Assets 2022: $765,989Liabilities 2022: $0Net Assets 2022: $765,9892022Assets 2023: $795,234Liabilities 2023: $0Net Assets 2023: $795,2342023Assets 2024: $843,791Liabilities 2024: $0Net Assets 2024: $843,7912024

Highlighted filing

2016

Assets$546,856
Liabilities$0
Net Assets$546,856

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $121,823Expenses 2011: $98,207Net Income 2011: $23,6162011Revenue 2012: $136,431Expenses 2012: $94,558Net Income 2012: $41,8732012Revenue 2013: $163,561Expenses 2013: $122,016Net Income 2013: $41,5452013Revenue 2014: $150,001Expenses 2014: $123,180Net Income 2014: $26,8212014Revenue 2015: $155,027Expenses 2015: $121,446Net Income 2015: $33,5812015Revenue 2016: $147,009Expenses 2016: $160,819Net Income 2016: -$13,8102016Revenue 2017: $147,188Expenses 2017: $115,236Net Income 2017: $31,9522017Revenue 2018: $123,875Expenses 2018: $85,108Net Income 2018: $38,7672018Revenue 2019: $176,519Expenses 2019: $143,911Net Income 2019: $32,6082019Revenue 2020: $104,329Expenses 2020: $64,215Net Income 2020: $40,1142020Revenue 2021: $81,168Expenses 2021: $36,676Net Income 2021: $44,4922021Revenue 2022: $101,855Expenses 2022: $49,389Net Income 2022: $52,4662022Revenue 2023: $119,477Expenses 2023: $88,086Net Income 2023: $31,3912023Revenue 2024: $130,430Expenses 2024: $126,493Net Income 2024: $3,9372024

Highlighted filing

2016

Revenue$147,009
Expenses$160,819
Net Income-$13,810
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Mar 2, 2017
Return Version
2015v3.0
Gross Receipts
$147,009
Mission and Program Overview

Mission

Promotion of the welfare of retired public education employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$356,505$463,942▲ $107,437
Cash and Non-Interest-Bearing Accounts$211,620$82,914▼ $128,706
Total Assets$568,125$546,856▼ $21,269
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$447,572$467,312▲ $19,740
Temporarily Rstr Net Assets$117,366$75,035▼ $42,331
Unrestricted Net Assets$3,187$4,509▲ $1,322
Total Net Assets Fund Balance$568,125$546,856▼ $21,269
Total Liabilities and Net Assets / Fund Balance$568,125$546,856▼ $21,269

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$463,942--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sandy KokkoBoard of Directors-$599$599
Dan BrownBoard of Directors-$200$200
stacia bilslandtreasurer/financial directorPT$100$100
Karle WarrenBoard of Directors-$100$100

Board Members and Trustees

NameTitle
carl taylorPast President
kit raneyPresident
Neva LukeVice President
Barbara BrantinghamBoard of Directors
Donna RaymondBoard of Directors
Evelyn HorneBoard of Directors
Gerean Baginskiboard of Directors
Jeanette Marquardtboard of Directors
Jody GranatirBoard of Directors
Judy Jarvitsboard of Directors
Karen AdlumBoard of Directors
Karen QuinnBoard of Directors
Linda LeaseBoard of Directors
Linda Mcgeeboard of Directors
Loa DahlBoard of Directors
Pam FuellingBoard of Directors
Sam Hayesboard of Directors
Shirley HickeyBoard of Directors
sharon n whiteSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$76,860
Program Service Revenue
$41,081
Investment Income
$29,068
Other Revenue
$0
All Other Contributions
$3,805
Change in Net Assets
$-13,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,819
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
Travel$35,742--$35,742
Fees for Services Other$20,671--$20,671
Office Expenses$9,474--$9,474
Conferences and Meetings$8,781--$8,781
Fees for Service Investment Mgmnt Fees$6,713--$6,713
Advertising$5,559--$5,559
Fees for Services Accounting$2,267--$2,267
Other Expenses$1,000--$1,000
Total Functional Expenses$160,819$0$0$160,819
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

Form 990 is available for review by all board members upon request.

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

The organization reviews potential conflict of interest on an ongoing basis. Each board member signs an updated conflict of interest policy annually.

Form 990, Part VI, Section C, line 18

Form 1023 and Form 990 are available for public inspection upon request.

Form 990, Part VI, Section C, line 19

The governing documents and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Washington Education Assocation-Retired
EIN
94-3119445
Phone
8006223393
Address
PO Box 9100, Federal Way, WA 98001

Signing Officer

Name
Stacia Bilsland
Title
Treaurer
Phone
8006223393
Signed
2017-03-02

Organization Details

Principal Officer
Stacia Bilsland
Formed
1989
Legal Domicile
Wa
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
0

Preparer

Firm
Aiken & Sanders Inc PS
Address
343 W Wishkah St, Aberdeen, WA 98520
Preparer
Nikki Wells CPA
Phone
3605333370
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Bank Fee: Program service expenses 600. Management and general expenses 0. Fundraising expenses 0. Total expenses 600. Workshop Stipends: Program service expenses 6896. Management and general expenses 0. Fundraising expenses 0. Total expenses 6896. Workshop Facilitators: Program service expenses 13175. Management and general expenses 0. Fundraising expenses 0. Total expenses 13175.

Financial Statement Notes

Part X, Line 2:

The Organization files income tax returns in the U.S. federal jurisdiction. The Organization is no longer subject to U.S. federal income tax examinations by tax authorities for years before 2012. Currently, there is no examination or pending examination with the Internal Revenue Service (IRS). As of August 31, 2016, there are no tax positions for which the deductibility is certain but for which there is uncertainty regarding the timing of such deductibility.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4treasurer/financial director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board of Directors
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board of Directors
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board of Directors
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board of Directors
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board of Directors
IRS990/Form990PartVIISectionAGrp/TitleTxt10board of Directors
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0147009
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt029068
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029068
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0356505
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0463942
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt073055
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Promotion of the welfare of retired public education employees.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0568125
IRS990/NetAssetsOrFundBalancesEOYAmt0546856
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-7459
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt09474
IRS990/OfficeExpensesGrp/TotalAmt09474
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Recruitment development
IRS990/OtherExpensesGrp/Desc1Membership Dues
IRS990/OtherExpensesGrp/Desc2Executive Committee
IRS990/OtherExpensesGrp/Desc3Affiliaton Expense
IRS990/OtherExpensesGrp/ProgramServicesAmt041068
IRS990/OtherExpensesGrp/ProgramServicesAmt123750
IRS990/OtherExpensesGrp/ProgramServicesAmt25794
IRS990/OtherExpensesGrp/ProgramServicesAmt31000
IRS990/OtherExpensesGrp/TotalAmt041068
IRS990/OtherExpensesGrp/TotalAmt123750
IRS990/OtherExpensesGrp/TotalAmt25794
IRS990/OtherExpensesGrp/TotalAmt31000
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0447572
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0467312
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Stacia Bilsland
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Seminars
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt041081
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041081
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt028737
IRS990/PYOtherExpensesAmt0121446
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0126290
IRS990/PYRevenuesLessExpensesAmt033581
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0121446
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0155027
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-13810
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt041081
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0463942
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Other Securities
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization files income tax returns in the U.S. federal jurisdiction. The Organization is no longer subject to U.S. federal income tax examinations by tax authorities for years before 2012. Currently, there is no examination or pending examination with the Internal Revenue Service (IRS). As of August 31, 2016, there are no tax positions for which the deductibility is certain but for which there is uncertainty regarding the timing of such deductibility.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0463942
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is available for review by all board members upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization reviews potential conflict of interest on an ongoing basis. Each board member signs an updated conflict of interest policy annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 1023 and Form 990 are available for public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing documents and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fee: Program service expenses 600. Management and general expenses 0. Fundraising expenses 0. Total expenses 600. Workshop Stipends: Program service expenses 6896. Management and general expenses 0. Fundraising expenses 0. Total expenses 6896. Workshop Facilitators: Program service expenses 13175. Management and general expenses 0. Fundraising expenses 0. Total expenses 13175.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0117366
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt075035
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0568125
IRS990/TotalAssetsEOYAmt0546856
IRS990/TotalAssetsGrp/BOYAmt0568125
IRS990/TotalAssetsGrp/EOYAmt0546856
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt076860
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0160819
IRS990/TotalFunctionalExpensesGrp/TotalAmt0160819
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0568125
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0546856
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0160819
IRS990/TotalProgramServiceRevenueAmt041081
IRS990/TotalReportableCompFromOrgAmt0999
IRS990/TotalRevenueGrp/ExclusionAmt029068
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041081
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0147009
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0568125
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0546856
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt035742
IRS990/TravelGrp/TotalAmt035742

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$1.30$1.26$0.04
2023Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$1.19$0.88$0.31
2022Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$1.02$0.49$0.52
2021Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.81$0.37$0.44
2020Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$1.04$0.64$0.40
2019Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$1.77$1.44$0.33
2018Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$1.24$0.85$0.39
2017Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$1.47$1.15$0.32
2016Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$1.47$1.61$0.14
2015Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$1.55$1.21$0.34
2014Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$1.50$1.23$0.27
2013Summary only. Only limited summary data is available for this year.$5.04$0.00$5.04$1.64$1.22$0.42
2012Summary only. Only limited summary data is available for this year.$4.45$0.00$1.36$0.95$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$3.88$1.22$0.98$0.24
Peer Organizations

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