Southwest Washington Workforce Development Council FY2021 filing

Tax-deductible

Vancouver, WA501(c)(3)Since 2002Foundations & GrantmakersEIN 01-0726348Revenue $6.6M in FY2021

On file with the IRSworkforcesw.org805 Broadway St Ste 412, 98660-3310 · Vancouver, WATax-exempt since Sep 2003Publicly supported charity — 170(b)(1)(A)(vi)

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Workforce Development

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$246K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $52K a year · under 1% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$246K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.7 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $702K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.3M
76% of total assets
Worth a look: liabilities are 76% of assets; over 65%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.6M
+3% vs prior year
Spent
$6.5M
To programs
92%
Net assets
$409K
By yearFY2020–FY2025
Revenue
$6.6M
FY2021▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.4M
FY2021$6.6M
FY2022$6.6M
FY2023$7.4M
FY2024$8.7M
FY2025$10.2M
Expenses
$6.5M
FY2021▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.3M
FY2021$6.5M
FY2022$6.5M
FY2023$7.4M
FY2024$8.5M
FY2025$10.2M
Net assets
$409K
FY2021▲ +38%
Tap a bar for its year
Net assets by fiscal year
FY2020$296K
FY2021$409K
FY2022$471K
FY2023$410K
FY2024$541K
FY2025$523K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2003.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $5.9M Management & general 8% · $546K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $246K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$148,285Pt VII · Sec A
$97,504Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice - Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Miriam a Halliday’s $177K as CEO is at the 24th percentile of top reported officer pay among 661 $10–100M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Miriam a Halliday$176,679$152,511$161,854$92,334——
Kevin Perkey———$149,887$148,285$115,492
Amy Gimlin$138,848$145,225$113,472$106,987——
Barri Blair$131,038$125,546$110,958———
Barri Horner———$106,540$97,504$86,088
Darcy Hoffman$101,844—————
Julia Maglione$101,064—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Southwest Washington Workforce Development Council is a public foundation based in Vancouver, WA, formed in 2002.

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Provided by the organization

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1 program · $5.9M · in their own filed words · FY2020
01

With funds from SWWDC, worksource centers in clark and cowlitz counties provide employment services, workshops, hiring events and case management to job seekers. Worksource assists businesses with candidate recruiting, screening, interviewing, hiring and training.

$5.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Worksystems INCFY2024$51K
Total grants receivedfrom 3 funders$702K
See all 3 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$6.6M
Ln 12
Gifts and grantsLn 1h$6.6M
Other incomeLn 4–11$26K
Investment incomeLn 3$124
Money outPt IX
$6.5M
Ln 25
Programscol B$5.9M
Managementcol C$546K
Owns and owesPt X
$409K
net assets · Ln 32
Cash and savingsLn 1–2$354K
Total assetsLn 16$1.7M
LiabilitiesLn 26$1.3M
PeoplePt VI, VII
10
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.6M
Government grantsLn 1e$6.3M
Investment incomeLn 3$124
Other incomeLn 4–11$26K
Total revenueLn 12$6.6M
Assets in detailPt X, end of year
SavingsLn 2$354K
Cash and savings togetherLn 1–2$354K
Land, buildings, equipmentLn 10c$13K
Total assetsLn 16$1.7M
LiabilitiesLn 26$1.3M
Net assetsLn 32$409K
OperationsPt I, VI
EmployeesI 515
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$271K$354K
Land, buildings, equipmentLn 10c$21K$13K
Total assetsLn 16$1.4M$1.7M
LiabilitiesLn 26$1.1M$1.3M
Net assetsLn 32$296K$409K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$288K$216K$72K
Other salaries and wagesLn 7$956K$716K$240K
Pension plan contributionsLn 8$38K$27K$11K
Other employee benefitsLn 9$202K$143K$58K
Payroll taxesLn 10$108K$76K$31K
Legal feesLn 11b$379$204$175
Accounting feesLn 11c$28K$15K$13K
Other fees for servicesLn 11g$37K$20K$17K
Office expensesLn 13$88K$33K$55K
Information technologyLn 14$30K$26K$4K
OccupancyLn 16$120K$108K$13K
TravelLn 17$12K$11K$968
Depreciation, depletion and amortizationLn 22$9K$9K
InsuranceLn 23$16K$14K$2K
Other expenses (24a–d)Ln 24$4.5M$4.5M$21K
Total functional expensesLn 25$6.5M$5.9M$546K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $10.2M$10.2M−$18K$523K 990 PDF
FY2024 $8.7M$8.5M$131K$541K 990 PDF
FY2023 $7.4M$7.4M−$27K$410K 990 PDF
FY2022 $6.6M$6.5M$62K$471K 990 PDF
FY2021 Viewing $6.6M$6.5M$113K$409K 990 PDF
FY2020 $6.4M$6.3M$53K$296K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $6,586,166 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,362,016$6,559,933
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $237$124
I-11 Other revenuePrior year $9,732$26,109
I-12 Total revenuePrior year $6,371,985$6,586,166
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,356,254$1,591,627
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,962,965$4,881,109
I-18 Total expensesPrior year $6,319,219$6,472,736
I-19 Revenue less expensesPrior year $52,766$113,430
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,586,166 across 6 lines filed
VIII-1e Government grants$6,326,806
VIII-1f All other contributions, gifts and grants$233,127
VIII-1h Total contributions, gifts and grants$6,559,933
VIII-3 Investment incomeExcluded from tax $124$124
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $26,109$26,109
VIII-12 Total revenueRelated to mission $26,109 · Unrelated business $0 · Excluded from tax $124$6,586,166
Part IX · Statement of functional expenses $6,472,736 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $215,961 · Management $72,388$288,349
IX-7 Other salaries and wagesPrograms $715,929 · Management $239,973$955,902
IX-8 Pension plan contributionsPrograms $26,969 · Management $11,010$37,979
IX-9 Other employee benefitsPrograms $143,246 · Management $58,480$201,726
IX-10 Payroll taxesPrograms $76,458 · Management $31,213$107,671
IX-11b Legal feesPrograms $204 · Management $175$379
IX-11c Accounting feesPrograms $15,243 · Management $13,037$28,280
IX-11g Other fees for servicesPrograms $19,909 · Management $17,028$36,937
IX-13 Office expensesPrograms $32,876 · Management $54,818$87,694
IX-14 Information technologyPrograms $26,326 · Management $3,574$29,900
IX-16 OccupancyPrograms $107,653 · Management $12,778$120,431
IX-17 TravelPrograms $10,650 · Management $968$11,618
IX-22 Depreciation, depletion and amortizationManagement $8,650$8,650
IX-23 InsurancePrograms $13,943 · Management $1,667$15,610
IX-24 Other expenses (24a–d)Programs $4,521,084 · Management $20,526$4,541,610
IX-25 Total functional expensesPrograms $5,926,451 · Management $546,285 · Fundraising $0$6,472,736
Part X · Balance sheet $1,683,900 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $270,536$353,878
X-3 Pledges and grants receivableStart of year $970,916$1,236,517
X-9 Prepaid expenses and deferred chargesStart of year $93,632$80,694
X-10c Land, buildings and equipment, netStart of year $21,461$12,811
X-16 Total assetsStart of year $1,356,545$1,683,900
X-17 Accounts payable and accrued expensesStart of year $1,058,738$1,268,002
X-19 Deferred revenueStart of year $2,132$6,793
X-26 Total liabilitiesStart of year $1,060,870$1,274,795
X-27 Net assets without donor restrictionsStart of year $295,675$409,105
X-32 Total net assets or fund balancesStart of year $295,675$409,105
X-33 Total liabilities and net assetsStart of year $1,356,545$1,683,900
Part XI · Reconciliation of net assets $409,105 net assets at year end
XI-1 Total revenue$6,586,166
XI-2 Total expenses$6,472,736
XI-3 Revenue less expenses$113,430
XI-4 Net assets at start of year$295,675
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$409,105

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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