Peninsula Education Assoc FY2021 filing

Not tax-deductible

Gig Harbor, WA501(c)(5)Mutual / membership EIN 91-1010672Revenue $215K in FY2021

On file with the IRS5209 Point Fosdick Dr Ste 203, 98335-1728 · Gig Harbor, WATax-exempt since Aug 1980

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Represent teachers in negotiations and grievances.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
89¢ of each $1 spent went to programs.
$145K 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)(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
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 5
filings with a surplus
Average surplus $9K a year · 3% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$145K
to officers and key staff · 68% of spending
Concern: pay to officers and key staff is 68% of spending; over 30%.
Pt VII · Sec A
3 mo
of spending, in cash
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $50K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 4 voting members
Looks good: 3 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$215K
-4% vs prior year
Spent
$214K
To programs
89%
Net assets
$57K
By yearFY2020–FY2025
Revenue
$215K
FY2021▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$224K
FY2021$215K
FY2023$290K
FY2024$333K
FY2025$271K
Expenses
$214K
FY2021▲ +21%
Tap a bar for its year
Expenses by fiscal year
FY2020$177K
FY2021$214K
FY2023$301K
FY2024$331K
FY2025$265K
Net assets
$57K
FY2021▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$58K
FY2021$57K
FY2023$24K
FY2024$42K
FY2025$48K

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

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1980.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $191K Management & general 11% · $23K

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

4 people listed on the 990; $145K 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
President
$145,233Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2021FY2020
Carol Rivera$171,514$159,926$159,008$145,233$111,294
Elizabeth Stitt$1,385$750———
David Aston$800$750———
Marci Cummings Cohoe$800$750———

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 Peninsula Education Assoc 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 15aYes

Programs and updates

Advocates for teachers in contract talks and disputes.

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Provided by the organization

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2 programs · $2K · in their own filed words · FY2020
01

Provided scholarship funds for deserving students.

$2Kprogram expense
02

Represented approximately 500 public high school teachers in the Peninsula School District (WA) for salary and grievance negotiations and arbitration.

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 · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$50K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$215K
Ln 12
Gifts and grantsLn 1h$215K
Money outPt IX
$214K
Ln 25
Programscol B$191K
Managementcol C$23K
Owns and owesPt X
$57K
net assets · Ln 32
Cash and savingsLn 1–2$57K
Total assetsLn 16$57K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$215K
Total revenueLn 12$215K
Assets in detailPt X, end of year
CashLn 1$45K
SavingsLn 2$12K
Cash and savings togetherLn 1–2$57K
Total assetsLn 16$57K
LiabilitiesLn 26$0
Net assetsLn 32$57K
OperationsPt I, VI
EmployeesI 51
VolunteersI 650
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$58K$57K
Total assetsLn 16$58K$57K
LiabilitiesLn 26$0$0
Net assetsLn 32$58K$57K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$2K$2K
Pay of current officers, directors and key staffLn 5$145K$145K
Other salaries and wagesLn 7$25K$16K$10K
Accounting feesLn 11c$1K$1K
Office expensesLn 13$1K$1K
Information technologyLn 14$4K$4K
OccupancyLn 16$5K$5K
TravelLn 17$837$837
Conferences, conventions and meetingsLn 19$6K$6K
InterestLn 20$186$186
InsuranceLn 23$500$500
Other expenses (24a–d)Ln 24$23K$20K$2K
Total functional expensesLn 25$214K$191K$23K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $271K$265K$6K$48K 990 PDF
FY2024 $333K$331K$3K$42K 990 PDF
FY2023 $290K$301K−$11K$24K 990 PDF
FY2022 Not on file
FY2021 Viewing $215K$214K$584$57K 990 PDF
FY2020 $224K$177K$47K$58K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $215,017 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $222,740$215,017
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year $1,276$0
I-12 Total revenuePrior year $224,016$215,017
I-13 Grants and similar amounts paidPrior year $2,000$2,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $127,173$170,721
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $48,178$41,712
I-18 Total expensesPrior year $177,351$214,433
I-19 Revenue less expensesPrior year $46,665$584
Part VI · Governance 3 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members3
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $215,017 across 3 lines filed
VIII-1b Membership dues$215,017
VIII-1h Total contributions, gifts and grants$215,017
VIII-12 Total revenue$215,017
Part IX · Statement of functional expenses $214,433 across 12 lines filed
IX-2 Grants to domestic individualsPrograms $2,000$2,000
IX-5 Pay of current officers, directors and key staffPrograms $145,223$145,223
IX-7 Other salaries and wagesPrograms $15,763 · Management $9,735$25,498
IX-11c Accounting feesPrograms $1,280$1,280
IX-13 Office expensesManagement $1,070$1,070
IX-14 Information technologyManagement $4,385$4,385
IX-16 OccupancyManagement $5,069$5,069
IX-17 TravelPrograms $837$837
IX-19 Conferences, conventions and meetingsPrograms $5,823$5,823
IX-20 InterestManagement $186$186
IX-23 InsuranceManagement $500$500
IX-24 Other expenses (24a–d)Programs $20,463 · Management $2,099$22,562
IX-25 Total functional expensesPrograms $191,389 · Management $23,044 · Fundraising $0$214,433
Part X · Balance sheet $57,117 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $58,455$44,869
X-2 Savings and temporary cash investments$12,248
X-16 Total assetsStart of year $58,455$57,117
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $58,455$57,117
X-33 Total liabilities and net assetsStart of year $58,455$57,117
Part XI · Reconciliation of net assets $57,117 net assets at year end
XI-1 Total revenue$215,017
XI-2 Total expenses$214,433
XI-3 Revenue less expenses$584
XI-4 Net assets at start of year$58,455
XI-9 Other changes in net assets−$1,922
XI-10 Net assets at end of year$57,117

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

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