2024-04-26T09:10:55-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 676 WOODLAND SQUARE LOOP SE SUITE 309 LACEY WA 98503 990 2022-07-01 910568716 WASHINGTON CONGRESS OF PARENTS AND TEACHERS WASH 2532147410 15 S OREGON AVE STE 202 TACOMA WA 98409 ANDREW ESTEP EXECUTIVE DIRECTOR 2532147410 2024-04-23 1 ANDREW ESTEP 999009999 0 DAVID A COATES CPA P00004144 3607868080 2024-04-23 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z WASHINGTON STATE PARENT TEACHER ASSOCIATION ANDREW ESTEP 15 S OREGON AVE STE 202 TACOMA WA 98409 1552393 0 X WWW.WASTATEPTA.ORG X 1933 WA TO SUPPORT THE WELL BEING AND EDUCATION OF EVERY CHILD IN THE STATE OF WASHINGTON 14 14 5 100 3480 1235 615313 546196 116437 82808 40326 -11111 5300 43637 777376 661530 10803 18242 0 0 377494 383924 0 0 0 503714 588687 892011 990853 -114635 -329323 1380686 1206237 59193 112400 1321493 1093837 TO SUPPORT THE WELL BEING AND EDUCATION OF EVERY CHILD IN THE STATE OF WASHINGTON 0 0 393907 18242 LOCAL PTA SUPPORT - DIRECT SUPPORT PROVIDED TO LOCAL AND COUNCIL PTA LEADERS VIA STAFF AND A NETWORK OF VOLUNTEERS. 155633 82808 TRAINING - CONFERENCES, SEMINARS, AND WEBINARS HELD TO TRAIN LOCAL AND COUNCIL PTA LEADERS IN HOW TO EFFECTIVELY LEAD AND MANAGE THEIR ORGANIZATIONS. 167066 ADVOCACY - DEVELOPMENT OF A LEGISLATIVE PLATFORM FOR ADVOCACY AT THE STATE CAPITAL AND SUPPORT OF GRASSROOTS AND PROFESSIONAL LOBBYING EFFORTS. 716606 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 5 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X ANDREW ESTEP 2532147410 15 S OREGON AVE STE 202 TACOMA WA 98409 NANCY CHAMBERLAIN PRESIDENT 36.00 X X 0 0 0 ANGELA STECK VICE PRESIDENT 18.00 X X 0 0 0 KIM KUHNE SECRETARY 17.00 X X 0 0 0 CANDY WALTERS FINANCE OFFICER 6.00 X X 0 0 0 LIZZY SEBRING ADVOCACY DIRECTOR 11.00 X X 0 0 0 SHELBY REYNOLDS FACE DIRECTOR 6.00 X X 0 0 0 JAY PULACODE LEADERSHIP DIRECTOR 17.00 X X 0 0 0 AMANDA CABANA MEMBERSHIP DIRECTOR 11.00 X X 0 0 0 LAURA PETERSON PROGRAM DIRECTOR 9.00 X X 0 0 0 LIZ NORD AREA A VP 16.00 X X 0 0 0 MELISSA STONE AREA B VP 14.00 X X 0 0 0 JENNIFER RITCHIE AREA C VP 12.00 X X 0 0 0 TERI DAVIS AREA D VP 12.00 X X 0 0 0 TORI EMERSON AREA E VP 28.00 X X 0 0 0 ANDREW ESTEP EXECUTIVE DIRECTOR 40.00 X 133362 0 14459 133362 0 14459 1 0 0 0 ALMA VILLEGAS CONSULTING PO BOX 80123 SEATTLE WA 98108 DIVERSITY, EQUITY, AND INCLUSION CONSULT 110825 1 490233 55963 5823 546196 CONVENTIONS, WORKSHOPS 900099 82808 82808 82808 20980 20980 42093 42093 852949 885040 -32091 -32091 -32091 3887 5823 -1936 -1936 ADVERTISING 541800 3480 3480 3480 661530 82808 3480 29046 X 18242 18242 144137 95591 48546 197554 131018 66536 5198 2769 2429 9998 5220 4778 27037 15921 11116 8996 8064 932 31078 31078 64499 57815 6684 6305 6305 178337 159856 18481 120 108 12 49399 32306 17093 100057 79736 20321 31422 23153 8269 22882 18021 4861 17897 13187 4710 1218 1218 2826 2226 600 FEDERAL INCOME TAXES 665 665 EQUIPMENT 59301 47258 12043 BANK FEES 8303 3187 5116 TRAINING & DEVELOPMENT 4459 2202 2257 923 726 197 990853 716606 274247 0 132129 132623 114263 53019 44923 5290 3997 8414 30024 9164 4877 5505 4287 675548 524328 500781 321973 0 29819 1380686 1206237 59193 79415 2500 0 30485 59193 112400 X 1316493 1093837 5000 0 1321493 1093837 1380686 1206237 -329323 101667 0 X 0 1 X 1 0 X 777884 732803 521230 615313 546196 3193426 777884 732803 521230 615313 546196 3193426 33090 3160336 48120 33831 29055 40326 63073 214405 4063 6122 10185 3418016 293965 0.92460 0.94910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 64500 64500 926352 990852 173628 43407 0 0 144171 135419 159321 173628 612539 918809 58621 61500 57250 64500 241871 36043 33855 39830 43407 153135 229703 9164 4877 4287 4287 BOND FUNDS 157992 F GOVERNMENT SECURITIES 163981 F 321973 OPERATING LEASE LIABILITY 30485 30485 763197 101667 101667 661530 0 661530 990855 2 2 990853 0 990853 1 TUITION ASSISTANCE 4 18242 0 N/A N/A PART I, LINE 2: EACH GRANT RECIPIENT IS REQUIRED TO COMPLETE AN ENROLLMENT VERIFICATION FORM AND HAVE IT SIGNED BY THE REGISTAR'S OFFICE AT THE SCHOOL THE RECIPIENT WILL BE ATTENDING ATTESTING TO THE FULL TIME REGISTRATION FOR THE GRANT PERIOD. FORM 990, PART VI, SECTION A, LINE 1A THE WSPTA EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, SECRETARY, FINANCE OFFICER AND ONE MEMBER OF THE BOARD OF DIRECTORS. THE WSPTA EXECUTIVE COMMITTEE SHALL: 1. REVIEW, RECOMMEND ACTION AND REPORT TO THE WSPTA BOARD OF DIRECTORS ANY ALLEGED VIOLATIONS BY LOCAL PTAS OR COUNCILS OF NATIONAL PTA OR WSPTA BYLAWS OR THEIR OWN STANDING RULES WHICH CANNOT BE RESOLVED WITH THE ASSISTANCE OF THE REGION DIRECTOR AND/OR AREA VICE PRESIDENT. 2. APPROVE APPOINTMENTS OF REGION DIRECTORS. 3. RECOMMEND ACTIONS TO THE BOARD OF DIRECTORS. 4. PERFORM OTHER DUTIES AS SPECIFIED IN THESE BYLAWS OR AS ASSIGNED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 4 AMENDMENTS TO THE WSPTA UNIFORM BYLAWS WERE MADE EFFECTIVE JULY 1, 2023. VARIOUS WORDING CHANGES WERE IMPLEMENTED ALONG WITH THE AMENDMENTS BELOW: 1. REMOVE DUTIES OF VICE PRESIDENT OF LOCAL PTA AND COUNCIL 2. INCREASE SIZE OF NOMINATING COMMITTEE 3. CLARIFY MEMBERSHIP PROCEDURES AND LOCAL PTA DUES 4. DIVERSITY, EQUITY, INCLUSION TRAINING FOR OFFICERS FORM 990, PART VI, SECTION A, LINE 6 A MEMBER OF WSPTA IS EITHER A FULL MEMBER OR A SUPPORTING MEMBER. THE ORGANIZATION HAS FULL MEMBERS FROM LOCAL PTAS WHO BECOME MEMBERS OF THE ORGANIZATION AS A RESULT OF THEIR MEMBERSHIP WITH THE LOCAL ENTITY. AN INDIVIDUAL WHO SUPPORTS THE PURPOSES AND BASIC POLICIES OF THE NATIONAL PTA AND WSPTA MAY BE A SUPPORTING MEMBER OF WSPTA. A SUPPORTING MEMBER HAS NONE OF THE RIGHTS OF MEMBERSHIP EXCEPT AS SPECIFIED IN THE BYLAWS AND POLICIES OF WSPTA. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS GENERAL MEMBERS FROM LOCAL PTAS WHO BECOME MEMBERS OF THE ORGANIZATION AS A RESULT OF THEIR MEMBERSHIP WITH THE LOCAL ENTITY. FORM 990, PART VI, SECTION A, LINE 7B BYLAW CHANGES, OFFICER ELECTIONS, RESOLUTIONS ADOPTED, AND SET LEGISLATIVE PRIORITIES ARE SUBJECT TO APPROVAL. WSPTA DUES ARE DETERMINED BY A RECOMMENDATION FROM THE WSPTA BOARD OF DIRECTORS AND APPROVED BY A TWO-THIRDS VOTE OF THE VOTING DELEGATES AT THE WSPTA ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS ALL RECEIVE A COPY OF THE 990 AND ARE ALLOWED A PERIOD OF TIME, USUALLY A WEEK, TO REVIEW IT AND ASK ANY QUESTIONS OR REQUEST ANY MODIFICATIONS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY APPLIES TO ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IN THE ORGANIZATION. EACH INTERESTED PERSON SHALL ANNUALLY SIGN A STATEMENT WITHIN 15 DAYS OF APPOINTMENT OR BEGINNING ELECTED OFFICE, A STATEMENT WHICH AFFIRMS SUCH PERSON HAS AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. FROM POLICY: C. PROCEDURES FOR ADDRESSING CONFLICTS OF INTEREST 1. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. 2. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. 3. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ASSOCIATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ASSOCIATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. TO ENSURE WSPTA OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED BY WSPTA OR OUTSIDE ADVISORS. FORM 990, PART VI, SECTION B, LINE 15 IN THE SPRING, THE PRESIDENT AND EXECUTIVE COMMITTEE EVALUATE THE EXECUTIVE DIRECTOR BY POLLING THE BOARD MEMBERS. THE RESULTS ARE SHARED WITH THE CORPORATE FINANCE COMMITTEE (CFC) AND THE CFC MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. THIS WAS LAST DONE IN 2023. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST AND POSTED ON WEBSITE. FORM 990, PART IX, LINE 11G OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 159,856. MANAGEMENT AND GENERAL EXPENSES 18,481. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 178,337.