Weller Association: FY2020 Nonprofit Profile & Form 990 (EIN 91-0833127)

Revenue by fiscal year
FY2020	$150K
FY2021	$160K
FY2022	$121K
FY2023	$204K
FY2024	$187K

Expenses by fiscal year
FY2020	$80K
FY2021	$18K
FY2022	$6K
FY2023	$308K
FY2024	$10K

Net assets by fiscal year
FY2020	$7.0M
FY2021	$7.2M
FY2022	$6.9M
FY2023	$6.8M
FY2024	$0

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

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

Where the money goes

81 cents of each dollar spent went to programs.

81%

19%

Program services 81% · $65K Management & general 19% · $15K

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

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII

Jon Holden

President

$0Pt VII · Sec A

Richard E Jackson

Secretary-Treasurer

$0Pt VII · Sec A

Matt Hardy

Director

$0Pt VII · Sec A

Jim Henle

Director

$0Pt VII · Sec A

Shane Vanpelt

Director

$0Pt VII · Sec A

Bruce McFarland

Director

$0Pt VII · Sec A

See Weller Association 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 financial support to Machinist Institute for its charitable work.

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Provided by the organization

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1 program · in their own filed words · FY2019

01

Granted financial support to Machinist Institute, a 501(C) 3 charitable organization.

Pt IX · col B

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking

Grants paid · 2 grants · $359K · 2019–2023

International Association of Machinists & Aerospace WorkersWA · FY2023$294,457

Machinists InstituteWA · FY2019$65,000

By the numbers

The FY2020 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$150K

Ln 12

Investment incomeLn 3$136K

Fees for servicesLn 2g$15K

Money outPt IX

$80K

Ln 25

Programscol B$65K

Managementcol C$15K

Owns and owesPt X

$7.0M

net assets · Ln 32

Cash and savingsLn 1–2$7.0M

Total assetsLn 16$7.0M

LiabilitiesLn 26$0

PeoplePt VI, VII

6

listed · VII A

PaidVII A0

Voting boardVI 1a6

IndependentVI 1b6

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$15K

Investment incomeLn 3$136K

Gains on assetsLn 7$13K

Total revenueLn 12$150K

Assets in detailPt X, end of year

SavingsLn 2$7.0M

Cash and savings togetherLn 1–2$7.0M

Total assetsLn 16$7.0M

LiabilitiesLn 26$0

Net assetsLn 32$7.0M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderJuly

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$7.0M	$7.0M
Total assetsLn 16	$7.0M	$7.0M
LiabilitiesLn 26	$29K	$0
Net assetsLn 32	$7.0M	$7.0M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$65K	$65K
Investment management feesLn 11f	$15K		$15K
Total functional expensesLn 25	$80K	$65K	$15K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$187K	$10K	$177K	$0	990 PDF
FY2023	$204K	$308K	−$104K	$6.8M	990 PDF
FY2022	$121K	$6K	$115K	$6.9M	990 PDF
FY2021	$160K	$18K	$141K	$7.2M	990 PDF
FY2020 Viewing	$150K	$80K	$70K	$7.0M	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 FY2020 990 (6 parts)

Part I · Summary $150,482 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $279,933$0

I-9 Program service revenuePrior year $153,846$14,739

I-10 Investment incomePrior year $5,769,518$135,743

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $6,203,297$150,482

I-13 Grants and similar amounts paidPrior year $0$65,000

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $173,087$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $210,023$15,434

I-18 Total expensesPrior year $383,110$80,434

I-19 Revenue less expensesPrior year $5,820,187$70,048

Part VI · Governance 6 of 6 board members independent, 4 to look at

VI-1a Voting members of the governing body6

VI-1b Independent voting members6

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $150,482 across 4 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $14,739$14,739

VIII-3 Investment incomeRelated to mission $122,560$122,560

VIII-7 Net gain or loss on sales of assetsRelated to mission $13,183$13,183

VIII-12 Total revenueRelated to mission $150,482 · Unrelated business $0 · Excluded from tax $0$150,482

Part IX · Statement of functional expenses $80,434 across 2 lines filed

IX-1 Grants to domestic organizationsPrograms $65,000$65,000

IX-11f Investment management feesManagement $15,434$15,434

IX-25 Total functional expensesPrograms $65,000 · Management $15,434 · Fundraising $0$80,434

Part X · Balance sheet $7,040,550 assets, 6 lines filed

X-2 Savings and temporary cash investmentsStart of year $6,985,240$7,040,550

X-16 Total assetsStart of year $6,999,096$7,040,550

X-26 Total liabilitiesStart of year $28,594$0

X-27 Net assets without donor restrictionsStart of year $6,970,502$7,040,550

X-32 Total net assets or fund balancesStart of year $6,970,502$7,040,550

X-33 Total liabilities and net assetsStart of year $6,999,096$7,040,550

Part XI · Reconciliation of net assets $7,040,550 net assets at year end

XI-1 Total revenue$150,482

XI-2 Total expenses$80,434

XI-3 Revenue less expenses$70,048

XI-4 Net assets at start of year$6,970,502

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$7,040,550

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Weller Association FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Weller Association

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV