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Weller Association FY2021 filing

Seattle, WAUnknown exempt organizationEIN 91-0833127Revenue $160K in FY2021

On file with the IRS9125 - 15th Place South · Seattle, WA

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

16¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
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
4 of 5
filings with a surplus
Average surplus $80K a year · 49% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
16%
of spending
Concern: 16% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
4719 mo
of spending, in cash
Looks good: 4719.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$160K
+6% vs prior year
Spent
$18K
To programs
16%
Net assets
$7.2M
By yearFY2020–FY2024
Revenue
$160K
FY2021▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$150K
FY2021$160K
FY2022$121K
FY2023$204K
FY2024$187K
Expenses
$18K
FY2021▼ -77%
Tap a bar for its year
Expenses by fiscal year
FY2020$80K
FY2021$18K
FY2022$6K
FY2023$308K
FY2024$10K
Net assets
$7.2M
FY2021▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.0M
FY2021$7.2M
FY2022$6.9M
FY2023$6.8M
FY2024$0

From the FY2021 Form 990 (year ending July 2021) · see the original

Form 990 (PDF) Claim
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 Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

16 cents of each dollar spent went to programs.

Program services 16% · $3K Management & general 84% · $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 (FY2020); the FY2021 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
Llyod Catlin
Director
$0Pt VII · Sec A
$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.

Questions for Weller Association

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Provided by the organization

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1 program · in their own filed words · FY2020
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 FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$160K
Ln 12
Investment incomeLn 3$160K
Money outPt IX
$18K
Ln 25
Programscol B$3K
Managementcol C$15K
Owns and owesPt X
$7.2M
net assets · Ln 32
Cash and savingsLn 1–2$7.2M
Total assetsLn 16$7.2M
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$160K
Gains on assetsLn 7$1K
Total revenueLn 12$160K
Assets in detailPt X, end of year
SavingsLn 2$7.2M
Cash and savings togetherLn 1–2$7.2M
Total assetsLn 16$7.2M
LiabilitiesLn 26$0
Net assetsLn 32$7.2M
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
LineStart FY21End FY21
Cash and savingsLn 1–2$7.0M$7.2M
Total assetsLn 16$7.0M$7.2M
LiabilitiesLn 26$0$0
Net assetsLn 32$7.0M$7.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$2K$2K
Investment management feesLn 11f$15K$15K
Other expenses (24a–d)Ln 24$592$592
Total functional expensesLn 25$18K$3K$15K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
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 Viewing $160K$18K$141K$7.2M 990 PDF
FY2020 $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 FY2021 990 (6 parts)
Part I · Summary $159,677 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $14,739$0
I-10 Investment incomePrior year $135,743$159,677
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $150,482$159,677
I-13 Grants and similar amounts paidPrior year $65,000$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $15,434$18,262
I-18 Total expensesPrior year $80,434$18,262
I-19 Revenue less expensesPrior year $70,048$141,415
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 $159,677 across 3 lines filed
VIII-3 Investment incomeRelated to mission $158,510$158,510
VIII-7 Net gain or loss on sales of assetsRelated to mission $1,167$1,167
VIII-12 Total revenueRelated to mission $159,677 · Unrelated business $0 · Excluded from tax $0$159,677
Part IX · Statement of functional expenses $18,262 across 3 lines filed
IX-11c Accounting feesPrograms $2,300$2,300
IX-11f Investment management feesManagement $15,370$15,370
IX-24 Other expenses (24a–d)Programs $592$592
IX-25 Total functional expensesPrograms $2,892 · Management $15,370 · Fundraising $0$18,262
Part X · Balance sheet $7,181,965 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $7,040,550$7,181,965
X-16 Total assetsStart of year $7,040,550$7,181,965
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $7,040,550$7,181,965
X-32 Total net assets or fund balancesStart of year $7,040,550$7,181,965
X-33 Total liabilities and net assetsStart of year $7,040,550$7,181,965
Part XI · Reconciliation of net assets $7,181,965 net assets at year end
XI-1 Total revenue$159,677
XI-2 Total expenses$18,262
XI-3 Revenue less expenses$141,415
XI-4 Net assets at start of year$7,040,550
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,181,965

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

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