Civic Intelligence

Washington Education Association - Retired

EIN 94-3119445 • 501(c)5 • Sammamish, WA

Profile

Promotion of the welfare of retired public education employees

3020 Issaquah Pine Lk Rd 119Sammamish, WA 98075

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.00x

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

501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

42nd percentile

3.0%

Higher net margin than 42% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

60th percentile

6.1%

Faster asset growth than 60% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

9.2%

Faster revenue growth than 66% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$843,791

Up $48,557 (+6.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$843,791

Up $48,557 (+6.1%) from 2023

Operations
Liabilities / Revenue43rd percentileNet Margin42nd percentile

Revenue

Up

$130,430

Up $10,953 (+9.2%) from 2023

Expenses

Up

$126,493

Up $38,407 (+44%) from 2023

Net Income

Down

$3,937

Down $27,454 (-87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$843,791
Liabilities$0
Net Assets$843,791
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$130,430
Expenses$126,493
Net Income$3,937
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$843,791
Liabilities
$0
Net assets
$843,791
Revenue
$130,430
Expenses
$126,493
Net income
$3,937
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 7, 2025
Return Version
2023v6.0
Gross Receipts
$130,430
Mission and Program Overview

Mission

Promotion of the welfare of retired public education employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$641,713$692,917▲ $51,204
Cash and Non-Interest-Bearing Accounts$153,521$150,874▼ $2,647
Total Assets$795,234$843,791▲ $48,557
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$767,424$835,219▲ $67,795
Net Assets Without Donor Restrictions$27,810$8,572▼ $19,238
Total Net Assets Fund Balance$795,234$843,791▲ $48,557
Total Liabilities and Net Assets / Fund Balance$795,234$843,791▲ $48,557

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$692,917--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mary LindseyPresident
Mike RaganVice President
Bev HopoiBoard of Director
Brigitte TennisBoard of Director
Evelyn HorneBoard of Director
Joseph BalinBoard of Director
Lee KirkgaardBoard of Director
Marianne NelsonBoard of Director
Mike AccordBoard of Director
Mike McsweeneyBoard of Director
Mogi HagginBoard of Director
Patty ConeBoard of Director
Quincy CookBoard of Director
Robert BrownBoard of Director
Teresa KelleyBoard of Director
Terri MckeeBoard of Director
Thom GarrardBoard of Director
Neva LukeFinance Director
Debby NissenAt-large Member
Joanne GlasgowAt-large Member
Pam FuellingSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$13,050
Program Service Revenue
$80,411
Investment Income
$36,969
Other Revenue
$0
All Other Contributions
$13,050
Change in Net Assets
$3,937
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,028
Grants and Similar Amounts Paid$4,465
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$56,472
Travel---$4,777
Grants to Domestic Orgs---$4,465
Fees for Services Accounting---$3,817
Payments to Affiliates---$1,991
Office Expenses---$1,277
Other Expenses---$983
All Other Expenses---$567
Fees for Services Other---$72
Total Functional Expenses$0$0$0$126,493
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
Yes
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
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
No
Management duties delegated
No

Governance Explanations

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

“The 990 is provided to the board members for review and circulated via email before filing.”

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

“Washington education association retired 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 Association-retired
EIN
94-3119445
Phone
4252811885
Address
3020 ISSAQUAH PINE LK RD 119, SAMMAMISH, WA 98075

Signing Officer

Name
Neva Luke
Title
Finance Director
Phone
4252811885
Signed
2025-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Neva Luke
Formed
1989
Legal Domicile
Wa
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
21

Preparer

Firm
Aiken & Sanders Inc Ps
Address
324 S MAIN ST UNIT A, MONTESANO, WA 98563-4502
Preparer
Nikole Wells CPA
Phone
3605333370
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Washington education association retired is a tax exempt non-profit organization under the internal revenue code section 501(c)(5) and is not classified as a private foundation. Accordingly, the financial statements do not include any provision for taxes. Washington education association retired files income tax returns in the u.s. Federal jurisdiction. The agency is no longer subject to u.s. Federal income tax examinations by tax authorities for years before august 31, 2021. Currently, there is no examination or pending examination with the internal revenue service (irs). As of august 31, 2024, there are no tax positions for which the deductibility is certain but for which there is uncertainty regarding the timing of such deductibility.”

Raw XML AppendixShowing 400 of 420 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1FINANCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4AT-LARGE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5AT-LARGE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD OF DIRECTOR
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0WASHINGTON EDUCATION ASSOCIATION RETIRED IS A TAX EXEMPT NON-PROFIT ORGANIZATION UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(5) AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR TAXES. WASHINGTON EDUCATION ASSOCIATION RETIRED FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE AGENCY IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE AUGUST 31, 2021. CURRENTLY, THERE IS NO EXAMINATION OR PENDING EXAMINATION WITH THE INTERNAL REVENUE SERVICE (IRS). AS OF AUGUST 31, 2024, 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:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PROVIDED TO THE BOARD MEMBERS FOR REVIEW AND CIRCULATED VIA EMAIL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WASHINGTON EDUCATION ASSOCIATION RETIRED 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NEVA LUKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04252811885
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WASHINGTON EDUCATION ASSOCIATION-RETIRED
ReturnHeader/Filer/BusinessNameControlTxt0WASH

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