Summit Uniserv Council FY2021 filing

Not tax-deductible

Puyallup, WA501(c)(5)Since 1973EIN 91-0903083

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To promote the cause of public education on behalf of its members.

$347K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · 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 $233K a year · 18% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$347K
to officers and key staff · 32% of spending
Concern: pay to officers and key staff is 32% of spending; over 30%.
Pt VII · Sec A
Cash reserves
14 mo
of spending, in cash
Looks good: 14.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$2.1M
67% of total assets
Worth a look: liabilities are 67% of assets; over 65%.
Pt X · Ln 26
Independent board members
41
of 41 voting members
Looks good: 41 of 41 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
+3% vs prior year
Spent
$1.1M
To programs
0%
Net assets
$1.0M
By yearFY2020–FY2024
Revenue
$1.3M
FY2021▲ +3%
Revenue by fiscal year
FY2020$1.3M
FY2021$1.3M
FY2022$1.4M
FY2023$1.4M
FY2024$1.3M
FY2024$1.4M
Expenses
$1.1M
FY2021▲ +7%
Expenses by fiscal year
FY2020$1.0M
FY2021$1.1M
FY2022$1.1M
FY2023$1.1M
FY2024$1.1M
FY2024$1.3M
Net assets
$1.0M
FY2021▲ +106%
Net assets by fiscal year
FY2020$498K
FY2021$1.0M
FY2022$1.7M
FY2023$2.3M
FY2024$2.8M
FY2024$2.9M

From the FY2021 Form 990 (year ending August 2021) · 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 Dec 1973.

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

Who runs it and what they're paid

43 people listed on the 990; $347K 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
Uniserv Repr
$168,505Pt VII · Sec A
Uniserv Repr
$168,505Pt VII · Sec A
President
$10,000Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
William Bailey———$250,657$168,505$163,594
Sara Rosin——$249,445$181,531$168,505$165,572
Andrew Pagan$207,608$187,188————
Josh Goodman$175,999$151,243$126,254———
Marilyn Heaton——$152,505$104,550——
Stephanie Ellwein—$118,618————
Ashley Lindsay$102,423—————
Traci Overstreet$21,600$15,000————

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 Summit Uniserv Council 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

Advocates for public education to support its members.

Provided by the organization

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1 program service, described in the organization's own filed words · FY2020.
01

To provide programs and services to member local associations through coordinated activities between national, state, and local configurations.

Pt IX · col B

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By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$1K
Money outPt IX
$1.1M
Ln 25
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$3.1M
LiabilitiesLn 26$2.1M
PeoplePt VI, VII
43
listed · VII A
PaidVII A3
Voting boardVI 1a41
IndependentVI 1b41
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$1K
Gains on assetsLn 7−$170
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$1.1M
SavingsLn 2$205K
Cash and savings togetherLn 1–2$1.3M
Land, buildings, equipmentLn 10c$1.7M
Total assetsLn 16$3.1M
LiabilitiesLn 26$2.1M
Net assetsLn 32$1.0M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
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$1.1M$1.3M
Land, buildings, equipmentLn 10c$1.8M$1.7M
Total assetsLn 16$3.0M$3.1M
LiabilitiesLn 26$2.5M$2.1M
Net assetsLn 32$498K$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$10K
Other salaries and wagesLn 7$506K
Pension plan contributionsLn 8$162K
Other employee benefitsLn 9$123K
Payroll taxesLn 10$40K
Accounting feesLn 11c$7K
Other fees for servicesLn 11g$319
Office expensesLn 13$43K
OccupancyLn 16$22K
TravelLn 17$2K
InterestLn 20$28K
Depreciation, depletion and amortizationLn 22$60K
Other expenses (24a–d)Ln 24$80K
Total functional expensesLn 25$1.1M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.3M$1.1M$164K$2.8M 990 PDF
FY2023 $1.4M$1.1M$238K$2.3M 990 PDF
FY2022 $1.4M$1.1M$241K$1.7M 990 PDF
FY2021 Viewing $1.3M$1.1M$242K$1.0M 990 PDF
FY2020 $1.3M$1.0M$282K$498K 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 $1,325,642 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,324,217$1,324,217
VIII-3 Investment incomeExcluded from tax $1,595$1,595
VIII-7 Net gain or loss on sales of assetsRelated to mission −$170−$170
VIII-12 Total revenueRelated to mission $1,324,047 · Excluded from tax $1,595$1,325,642
Part IX · Statement of functional expenses $1,083,364 across 13 lines filed
IX-5 Pay of current officers, directors and key staff$10,000
IX-7 Other salaries and wages$505,988
IX-8 Pension plan contributions$162,224
IX-9 Other employee benefits$123,245
IX-10 Payroll taxes$39,882
IX-11c Accounting fees$6,817
IX-11g Other fees for services$319
IX-13 Office expenses$43,188
IX-16 Occupancy$21,632
IX-17 Travel$1,753
IX-20 Interest$27,788
IX-22 Depreciation, depletion and amortization$60,339
IX-24 Other expenses (24a–d)$80,189
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$1,083,364
Part X · Balance sheet $3,090,460 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $1,014,414$1,082,917
X-2 Savings and temporary cash investmentsStart of year $78,633$204,819
X-4 Accounts receivableStart of year $72,744$71,878
X-10c Land, buildings and equipment, netStart of year $1,786,591$1,730,846
X-16 Total assetsStart of year $2,952,382$3,090,460
X-17 Accounts payable and accrued expensesStart of year $200,095$212,108
X-25 Other liabilitiesStart of year $1,646,750$1,360,967
X-26 Total liabilitiesStart of year $2,454,635$2,064,652
X-27 Net assets without donor restrictionsStart of year $497,747$1,025,808
X-32 Total net assets or fund balancesStart of year $497,747$1,025,808
X-33 Total liabilities and net assetsStart of year $2,952,382$3,090,460
Part XI · Reconciliation of net assets $1,025,808 net assets at year end
XI-1 Total revenue$1,325,642
XI-2 Total expenses$1,083,364
XI-3 Revenue less expenses$242,278
XI-4 Net assets at start of year$497,747
XI-9 Other changes in net assets$285,783
XI-10 Net assets at end of year$1,025,808

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

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