Multi-Plan Services Agency INC FY2021 filing

Not tax-deductible

Bothell, WA501(c)(5)Since 2016EmploymentEIN 81-3751949

$504K paid to officers and key staff.
Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
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
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $0 a year · under 1% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$504K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
86 mo
of spending, in cash
Looks good: 86.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$43.7M
98% of total assets
Concern: liabilities are 98% of assets; over 80%.
Pt X · Ln 26
Independent board members
0
of 6 voting members
Concern: none of 6 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.2M
-15% vs prior year
Spent
$6.2M
Net assets
$688K
By yearFY2020–FY2024
Revenue
$6.2M
FY2021▼ -15%
Revenue by fiscal year
FY2020$7.2M
FY2021$6.2M
FY2022$6.8M
FY2023$7.3M
FY2024$7.2M
Expenses
$6.2M
FY2021▼ -15%
Expenses by fiscal year
FY2020$7.2M
FY2021$6.2M
FY2022$6.8M
FY2023$7.3M
FY2024$7.2M
Net assets
$688K
FY20210%
Net assets by fiscal year
FY2020$688K
FY2021$688K
FY2022$688K
FY2023$688K
FY2024$688K

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2017.

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

Who runs it and what they're paid

10 people listed on the 990; $504K paid to officers and key staff.

Part VII, Section A · reportable compensation
Corporate Secretary
$180,436Pt VII · Sec A
Executive Director (former)
$129,592Pt VII · Sec A
Fringe Benefits Field Rep
$119,355Pt VII · Sec A
Chief Financial Ofcr (former)
$74,837Pt VII · Sec A
Co-Chief Executive Officer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Co-Chief Executive Officer
$0Pt VII · Sec A

Sonya Brown’s $217K as Corporate Secretary is at the 88th percentile of top reported officer pay among 1245 $1–10M employment 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 · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Sonya Brown$217,168$216,490$208,962$180,436$170,830
Mike McCall———$129,592$215,787
Esther Redmon$144,770$152,396$143,334$119,355$121,893
Mark McDonald———$74,837$135,226
Sarah Lanphere$132,665$126,240$102,330——
Corinne Parras$112,073$101,546———

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.

See Multi-Plan Services Agency INC executive salaries →

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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 15aNo

Programs and updates

Provides administrative services for pension, health, and welfare trust funds for operating engineers.

Provided by the organization

This section is blank until Multi-Plan Services Agency INC claims this page.

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1 program service, described in the organization's own filed words · FY2021.
01

See schedule o

Pt IX · col B

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By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$6.2M
Ln 12
Fees for servicesLn 2g$6.1M
Other incomeLn 4–11$64K
Money outPt IX
$6.2M
Ln 25
Owns and owesPt X
$688K
net assets · Ln 32
Cash and savingsLn 1–2$44.2M
Total assetsLn 16$44.4M
LiabilitiesLn 26$43.7M
PeoplePt VI, VII
10
listed · VII A
PaidVII A4
Voting boardVI 1a6
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$6.1M
Other incomeLn 4–11$64K
Gains on assetsLn 7$0
Total revenueLn 12$6.2M
Assets in detailPt X, end of year
CashLn 1$35.1M
SavingsLn 2$9.1M
Cash and savings togetherLn 1–2$44.2M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$63K
Other assetsLn 15$0
Total assetsLn 16$44.4M
LiabilitiesLn 26$43.7M
Net assetsLn 32$688K
OperationsPt I, VI
EmployeesI 513
VolunteersI 60
Fiscal year endsHeaderDecember
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$41.8M$44.2M
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$93K$63K
Total assetsLn 16$43.2M$44.4M
LiabilitiesLn 26$42.5M$43.7M
Net assetsLn 32$688K$688K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$188K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.0M
Pension plan contributionsLn 8$315K
Other employee benefitsLn 9$219K
Payroll taxesLn 10$76K
Management feesLn 11a$1.1M
Legal feesLn 11b$880K
Accounting feesLn 11c$1.9M
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$18K
Information technologyLn 14$62K
RoyaltiesLn 15$0
OccupancyLn 16$159K
TravelLn 17$5K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$89
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$23K
InsuranceLn 23$36K
Other expenses (24a–d)Ln 24$141K
Total functional expensesLn 25$6.2M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $7.2M$7.2M$0$688K 990 PDF
FY2023 $7.3M$7.3M$0$688K 990 PDF
FY2022 $6.8M$6.8M$0$688K 990 PDF
FY2021 Viewing $6.2M$6.2M$0$688K 990 PDF
FY2020 $7.2M$7.2M$0$688K 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 (4 parts)
Part VIII · Statement of revenue $6,160,138 across 9 lines filed
Lines not itemized here account for $22,100 of total revenue; see the IRS return.
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,096,234$6,096,234
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $41,804$41,804
VIII-12 Total revenueRelated to mission $6,160,138$6,160,138
Part IX · Statement of functional expenses $6,160,138 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$187,908
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$1,025,469
IX-8 Pension plan contributions$314,912
IX-9 Other employee benefits$219,367
IX-10 Payroll taxes$76,271
IX-11a Management fees$1,126,138
IX-11b Legal fees$879,993
IX-11c Accounting fees$1,886,515
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$17,621
IX-14 Information technology$61,845
IX-15 Royalties$0
IX-16 Occupancy$158,680
IX-17 Travel$5,100
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$89
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$23,219
IX-23 Insurance$35,920
IX-24 Other expenses (24a–d)$141,091
IX-25 Total functional expenses$6,160,138
Part X · Balance sheet $44,393,099 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $33,069,040$35,145,489
X-2 Savings and temporary cash investmentsStart of year $8,772,259$9,088,842
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $1,244,091$67,214
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $34,411$28,200
X-10c Land, buildings and equipment, netStart of year $93,487$63,354
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $43,213,288$44,393,099
X-17 Accounts payable and accrued expensesStart of year $722,397$547,186
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $41,803,251$43,158,273
X-26 Total liabilitiesStart of year $42,525,648$43,705,459
X-32 Total net assets or fund balancesStart of year $687,640$687,640
X-33 Total liabilities and net assetsStart of year $43,213,288$44,393,099
Part XI · Reconciliation of net assets $687,640 net assets at year end
XI-1 Total revenue$6,160,138
XI-2 Total expenses$6,160,138
XI-3 Revenue less expenses$0
XI-4 Net assets at start of year$687,640
XI-10 Net assets at end of year$687,640

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

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