2024-06-24T13:20:11-05:00 2023-07-31 410746749 CLIFTONLARSONALLEN LLP 676 WOODLAND SQUARE LOOP SE SUITE 309 LACEY WA 98503 990 2022-08-01 910461630 WASHINGTON TRUCKING ASSOCIATIONS WASH 2538381650 2012 CARRIAGE DR SW BLDG F OLYMPIA WA 98502 SHERI CALL EXECUTIVE DIRECTOR 2538381650 2024-06-17 1 SHERI CALL 999009999 0 DAVID A COATES CPA P00004144 3607868080 2024-06-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHERI CALL 2012 CARRIAGE DR SW BLDG F OLYMPIA WA 98502 872390 0 X WTATRUCKING.ORG X 1981 WA TO PROMOTE AND REPRESENT THE TRUCKING INDUSTRY IN WASHINGTON AND TO PROVIDE ASSISTANCE TO MEMBERS. 26 26 10 50 -2742 0 500 0 724609 858366 9071 -158 1895 901 736075 859109 9745 1078 0 0 452937 349992 0 0 0 308333 595969 771015 947039 -34940 -87930 1163818 935604 570845 442961 592973 492643 TO PROMOTE AND REPRESENT THE TRUCKING INDUSTRY IN WASHINGTON AND TO PROVIDE ASSISTANCE TO ITS MEMBERS. 0 0 PROMOTION AND REPRESENTATION OF THE TRUCKING INDUSTRY IN THE STATE OF WASHINGTON. THERE WERE APPROXIMATELY 600 MEMBERS SERVED DURING THE YEAR. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 10 1 1 1 0 0 0 0 0 0 0 X 26 26 1 0 1 0 1 1 0 1 1 0 1 1 1 0 0 0 1 1 0 WA X SHERI CALL 2538381650 2012 CARRIAGE DR SW BLDG F OLYMPIA WA 98502 MATT EWERS CHAIRMAN 2.00 X X 0 0 0 MARK MILLER FIRST VICE CHAIRMAN 2.00 X X 0 0 0 JEFF BOSMA SECOND VICE CHAIRMAN 2.00 X X 0 0 0 MIKKI KING THIRD VICE CHAIRWOMAN 2.00 X X 0 0 0 STEVE HOLTGEERTS SECRETARY/TREASURER 2.00 X X 0 0 0 AL ULRICH PAST CHAIRMAN 2.00 X 0 0 0 DALE LEMMONS IMMEDIATE PAST CHAIRMAN 2.00 X 0 0 0 BRANDON BEETHAM INTERMODAL CONFERENCE PRESIDENT 2.00 X 0 0 0 JASON MCFADDEN SMC CHAIRMAN 2.00 X 0 0 0 JASON THOMPSON LTC PRESIDENT 2.00 X 0 0 0 BRENT VANDER POL ATA STATE VICE PRESIDENT 2.00 X 0 0 0 JIM CHRISTOFFERSON AT LARGE 2.00 X 0 0 0 MATTHEW COLVIN AT LARGE 2.00 X 0 0 0 JILL EASTES AT LARGE 2.00 X 0 0 0 STEVE GIBBS AT LARGE 2.00 X 0 0 0 LENNY GLENN AT LARGE 2.00 X 0 0 0 BRUCE DD MAC RAE AT LARGE 2.00 X 0 0 0 EVERETT BILLINGSLEA AT LARGE 2.00 X 0 0 0 JIM MCSPADDEN AT LARGE 2.00 X 0 0 0 EVAN ONETO AT LARGE 2.00 X 0 0 0 LAURI PALMER AT LARGE 2.00 X 0 0 0 MIKE CASTAGNO AT LARGE 2.00 X 0 0 0 HARMAN CHEEMA AT LARGE 2.00 X 0 0 0 DAN VANDER POL AT LARGE 2.00 X 0 0 0 TIM VANDER POL AT LARGE 2.00 X 0 0 0 TOM WALRATH JR AT LARGE 2.00 X 0 0 0 DENNIS WILLIAM AT LARGE 2.00 X 0 0 0 SHERI CALL PRESIDENT & CEO 36.00 4.00 X 155701 0 18439 155701 0 18439 1 0 1 0 0 MEMBER DUES 900099 613481 613481 CONVENTIONS & EVENTS 900099 177615 177615 LEGAL FUND 900099 67270 67270 858366 73 73 10308 13050 -2742 -2742 -2742 231 -231 -231 -231 MISCELLANEOUS 900099 3643 3643 3643 859109 858366 -2742 3485 1078 175444 114225 4166 19077 37080 36396 24500 36000 27081 2019 17417 37118 11396 32751 248754 8734 37965 10978 FEDERAL INCOME TAXES 741 MISCELLANEOUS 13411 TELEPHONE & DATA EXPENS 11765 DUES & SUBSCRIPTIONS 10521 28422 947039 119808 156502 167301 167374 1235992 71019 13069 2609 892206 244138 677110 648068 -1049462 -1094243 0 984275 1163818 935604 116378 53138 268092 221210 186375 164075 0 4538 570845 442961 X 545708 437853 47265 54790 592973 492643 1163818 935604 X -87930 20177 -32577 X 1 X 0 0 0 0 0 WASHINGTON TRUCKING ASSOCIATION TRUCKING ACTION COMMITTEE 2012 CARRIAGE DR SW BLDG F OLYMPIA WA 98502 0 67142 0 0 0 613481 96955 96955 90182 6773 135000 135000 592290 143615 448675 87160 68125 19035 77756 32398 45358 648068 DUE FROM WTA SERVICES, INC 978544 RIGHT OF USE ASSET-OPERATING LEASE 4538 DUE FROM PAC FUND 1193 984275 OPERATING LEASE LIABILITY 4538 4538 X PART X, LINE 2: WTA HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE (IRS) TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE, SECTION 501(C)(6). TAXES ARE IMPOSED ON UNRELATED BUSINESS TAXABLE INCOME AS DEFINED IN THE INTERNAL REVENUE CODE. FOR THE YEARS ENDED JULY 31, 2023 AND 2022, THE ASSOCIATION HAD NO UNRELATED BUSINESS TAXABLE INCOME. TAXES ASSOCIATED WITH THIS ARE INCLUDED WITHIN THE PROVISION FOR INCOME TAX. THE ASSOCIATION ADOPTED THE ASC ACCOUNTING PRONOUNCEMENT, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS PRONOUNCEMENT PROVIDES GUIDANCE FOR RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS, AS DEFINED IN THE FASB ACCOUNTING PRONOUNCEMENT, ACCOUNTING FOR INCOME TAXES. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS ARE RECOGNIZED AS PART OF INCOME TAX EXPENSE ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES. AT JULY 31, 2023 AND 2022, THERE WERE NO UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES RECOGNIZED AT JULY 31, 2023 AND 2022 WERE $26 AND $46. X X X 0 0 0 SHERI CALL PRESIDENT & CEO 152993 0 2708 0 0 0 5458 0 12981 0 174140 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE FULL POWER AND AUTHORITY TO ACT ON BEHALF OF AND FOR THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS AND SHALL BE EMPOWERED TO TAKE ANY AND ALL ACTION WHICH THE BOARD OF DIRECTORS COULD TAKE UNDER THE CONSTITUTION AND BY-LAWS. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE FOLLOWING MEMBERS: THE IMMEDIATE PAST CHAIR, CHAIRPERSON, FIRST VICE CHAIR, SECOND VICE CHAIR, THIRD VICE CHAIR, AND THE CHAIRMEN OF THE FOLLOWING STANDING COMMITTEES: (A) FINANCE COMMITTEE (B) LEGISLATIVE COMMITTEE THE CHAIRPERSON SHALL HAVE THE AUTHORITY TO NOMINATE SUCH OTHER MEMBERS TO THIS COMMITTEE AS HE/SHE SHALL DEEM NECESSARY, SUBJECT TO CONFIRMATION OF SUCH MEMBERS BY THE BOARD OF DIRECTORS AT ITS NEXT REGULAR MEETING. THE CHAIRPERSON WILL BE CHAIRMAN OF THE EXECUTIVE COMMITTEE AND WILL CALL ALL MEETINGS OF THE EXECUTIVE COMMITTEE ON HIS OR HER OWN MOTION OR AT THE REQUEST OF ANY TWO OR MORE OF THE MEMBERS OF THE COMMITTEE. FIVE (5) MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM AT ALL MEETINGS. FORM 990, PART VI, SECTION A, LINE 2 BRENT VANDER POL AND TIM VANDER POL HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO CHANGE THE REQUIREMENTS FOR THOSE SEEKING NOMINATION TO THE CHAIRPERSON'S ROLE. THE AMOUNT OF MEMBERS CONSTITUTING A QUORUM AT ANY GENERAL MEMBERSHIP MEETING WAS ALSO UPDATED. FORM 990, PART VI, SECTION A, LINE 6 ASSOCIATION HAS MEMBERS IN FIVE INDUSTRY SPECIFIC GROUPS. FORM 990, PART VI, SECTION A, LINE 7A NOMINATING COMMITTEE ELECTS THE SLATE OF OFFICERS AND THE GENERAL MEMBERSHIP APPROVES IT. FORM 990, PART VI, SECTION B, LINE 11B THE ENTITY RECEIVES AN ELECTRONIC COPY OF THE RETURN, WHICH IS REVIEWED BY THE GOVERNING BODY BEFORE IT IS SIGNED. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE WHO REVIEWED A SALARY SURVEY THAT INCLUDES COMPENSATION INFORMATION FROM STATE TRUCKING ASSOCIATIONS. THE CEO REVIEWS STAFF COMPENSATION AND DETERMINES COST OF LIVING ADJUSTMENTS TO BE MADE. THIS PROCESS LAST TOOK PLACE IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ENTITY PROVIDES THE PUBLIC INFORMATION UPON REQUEST. THE ENTITY WILL MAIL OR SEND COPIES ACCORDING TO THE PREFERENCE OF THE REQUESTOR. FORM 990, PART XI, LINE 9: TO ADJUST INVESTMENT IN SUBSIDIARY TO EQUITY METHOD -32,577. WASHINGTON TRUCKING ASSOCIATION TRUCKING ACTION COMMITTEE 2012 CARRIAGE DR SW BLDG F OLYMPIA WA 98502 POLITICAL ACTION COMMITTEE WA 527 N/A WA TRUCKING ASSOCIATIONS 1 WTA SERVICES INC 2102 CARRIAGE DR SW BLDG F OLYMPIA WA 98502 911371107 ADMINISTERS THE GROUP RETRO INSURANCE PLAN WA WASHINGTON TRUCKING ASSOCIATIONS C 274302 2616196 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 WTA SERVICES INC A 10308 COST WTA SERVICES INC O 137702 COST