2024-11-14T16:20:10-06:00 2023-12-31 910189318 MOSS ADAMS LLP 999 THIRD AVENUE SUITE 2800 SEATTLE WA 98104 990 2023-01-01 910522849 ARCHBRIGHT ARCH 2063291120 5601 6TH AVE S SUITE 400 SEATTLE WA 98108 NEDA ESSA CFO 2063291120 2024-11-05 1 1 EMINA O CRESSWELL CPA P01217304 2063026500 2024-11-05 2023 2024-10-15 13:58:12Z NEDA ESSA 5601 6TH AVE S SUITE 400 SEATTLE WA 98108 11992818 0 X ARCHBRIGHT.COM X 1946 WA PROMOTE MUTUAL BUSINESS INTERESTS OF EMPLOYERS IN THE STATE OF WASHINGTON. 7 7 0 117 0 0 0 0 6322493 6842929 990157 594110 3181 4608 7315831 7441647 0 0 0 0 0 0 0 0 0 7098132 7474417 7098132 7474417 217699 -32770 7763969 32678715 138327 349268 7625642 32329447 OUR MISSION IS TO TACKLE THE COMPLEXITIES OF THE WORKPLACE, SO OUR MEMBERS CAN FOCUS ON THE PASSION OF THEIR BUSINESS. 0 0 THE ORGANIZATION PROVIDES HUMAN RESOURCE AND LABOR RELATIONS, EDUCATIONAL AND INFORMATIONAL RESOURCES TO APPROXIMATELY 1,000 EMPLOYERS IN THE MANUFACTURING, MERCANTILE AND PUBLIC SERVICE TRADES LOCATED IN THE PACIFIC NORTHWEST. THE ORGANIZATION PROVIDES TRAINING COURSES AND SEMINARS TO EMPLOYERS COVERING FIRST AID, TIME MANAGEMENT, COMPUTER SOFTWARE, SUPERVISORY SKILLS, SAFETY, EMPLOYMENT LAW, HUMAN RESOURCES AND CUSTOMER SERVICE. THE ORGANIZATION PROVIDES INVESTIGATION SERVICES. 0 0 0 1 0 0 0 0 0 0 0 1 0 1 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 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JAMES MACKELLAR-HERTAN 2066647182 5601 6TH AVE S SUITE 400 SEATTLE WA 98108 X SUSAN BROWN CHAIRMAN 1.00 X X 0 0 0 STEVE STOGNER TREASURER 1.00 X X 0 0 0 HEATHER FITZPATRICK VICE CHAIRMAN 1.00 X X 0 0 0 RON HOPKINS DIRECTOR 1.00 X 0 0 0 NICK JOHNSON DIRECTOR 1.00 X 0 0 0 TOM OLIVER DIRECTOR 1.00 X 0 0 0 NORINE MARTINSEN DIRECTOR 1.00 X 0 0 0 SHANNON KAVANAUGH PRESIDENT & CEO 20.00 20.00 X 0 412329 24981 JAMES MACKELLAR-HERTAN CHIEF FINANCIAL OFFICER 20.00 20.00 X 0 72889 7061 DAHAN PHAM CHIEF FINANCIAL OFFICER 20.00 20.00 X 0 162395 15939 KELLIS BOREK VICE PRESIDENT 20.00 20.00 X 0 216731 26202 CAROLYN HARVEY VICE PRESIDENT 20.00 20.00 X 0 209128 32827 COLIN LYONS VICE PRESIDENT 20.00 20.00 X 0 189477 21044 NATALIE ROBERTS VICE PRESIDENT 20.00 20.00 X 0 196810 19449 ERIN JACOBSON DIRECTOR 36.00 4.00 X 0 162769 32487 JOSEPH MARTH DIRECTOR 20.00 20.00 X 0 168071 25686 TRACY SIGMON DIRECTOR 20.00 20.00 X 0 150984 23706 ELIZABETH TOUSCHNER ATTORNEY 40.00 X 0 155967 17879 COLLEEN MAYER ATTORNEY 40.00 X 0 147658 24342 0 2245208 271603 0 0 1 0 ASSOCIATION SERVICES OF WASHINGTON INC 5601 6TH AVE S STE 400 SEATTLE WA 98108 MANAGEMENT COMPANY 7266180 1 DUES 900099 4632530 4632530 EDUCATIONAL TRAINING 611430 2054864 2054864 LABOR RELATIONS RESOURCES 900099 155535 155535 6842929 248628 248628 4896653 4551171 345482 345482 345482 MISCELLANEOUS REVENUE 900099 4608 4608 4608 7441647 6847537 0 594110 7266180 38524 BUSINESS TAXES 106712 BANK CHARGES 58715 BAD DEBT 3497 BUSINESS LICENCES 789 7474417 295786 0 98713 507186 11576 84693 126 1651 7118494 6815287 125000 24503865 114274 766033 7763969 32678715 23216 19776 90111 304492 25000 25000 138327 349268 X 7625642 32329447 7625642 32329447 7763969 32678715 X -32770 357711 24378864 X 0 1 X 1 0 0 1 0 0 INVESTMENT IN EA SERVICES 125000 C INVESTMENT IN ASSOCIATION SERVICES OF WASHINGTON, INC. 24378865 C 24503865 LONG TERM PAYABLE 25000 25000 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RECOGNIZED ARCHBRIGHT AS EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC) EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. ANY UNRELATED BUSINESS INCOME GENERATED IS NOT SIGNIFICANT; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. THE ORGANIZATION FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNITION, INTEREST, PENALTIES AND DISCLOSURES REQUIRED. MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS AN UNCERTAIN TAX POSITION AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. 0 0 0 SHANNON KAVANAUGH PRESIDENT & CEO 0 305407 0 102406 0 4516 0 13428 0 11553 0 437310 0 0 KELLIS BOREK VICE PRESIDENT 0 184939 0 30000 0 1792 0 8121 0 18081 0 242933 0 0 CAROLYN HARVEY VICE PRESIDENT 0 177612 0 30000 0 1516 0 8815 0 24012 0 241955 0 0 NATALIE ROBERTS VICE PRESIDENT 0 165534 0 30000 0 1276 0 1414 0 18035 0 216259 0 0 COLIN LYONS VICE PRESIDENT 0 188644 0 0 0 833 0 5472 0 15572 0 210521 0 0 ERIN JACOBSON DIRECTOR 0 161089 0 500 0 1180 0 6970 0 25517 0 195256 0 0 JOSEPH MARTH DIRECTOR 0 136566 0 30000 0 1505 0 6668 0 19018 0 193757 0 0 DAHAN PHAM CHIEF FINANCIAL OFFICER 0 161493 0 0 0 902 0 5846 0 10093 0 178334 0 0 TRACY SIGMON DIRECTOR 0 149208 0 500 0 1276 0 5699 0 18007 0 174690 0 0 ELIZABETH TOUSCHNER ATTORNEY 0 154347 0 500 0 1120 0 6267 0 11612 0 173846 0 0 COLLEEN MAYER ATTORNEY 0 146050 0 500 0 1108 0 6309 0 18033 0 172000 0 0 PART I, LINE 3 THE ORGANIZATION USES AN INDEPENDENT CONSULTANT EVERY 2-3 YEARS AND THIRD-PARTY COMPENSATION RESEARCH, SURVEYS AND STUDIES ANNUALLY, AND APPROVAL BY THE BOARD TO ARRIVE AT THE PAY FOR EMPLOYEES LISTED ON FORM 990, PART VII, WHO ARE PAID BY THE ORGANIZATION'S WHOLLY OWNED SUBSIDIARY. FORM 990, PART VI, SECTION A, LINE 3 ARCHBRIGHT DELEGATES MANAGEMENT DUTIES TO ITS WHOLLY OWNED SUBSIDIARY, ASSOCIATION SERVICES OF WASHINGTON, AND PAYS A MANAGEMENT FEE FOR THE SERVICES OF THE SUBSIDIARY'S OFFICERS AND EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION. BOARD MEMBERS OF THE ORGANIZATION ARE KEY OFFICERS FROM MEMBER COMPANIES AND BOARD MEMBERS ARE ELECTED BY ALL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO GOVERNING DOCUMENTS REQUIRE MEMBER APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE FORM 990 AND THEN IT IS PRESENTED TO CEO. ONCE THE CEO REVIEWS, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FINANCE COMMITTEE. A COPY OF THE RETURN IS THEN PROVIDED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT OF ARCHBRIGHT IS RESPONSIBLE FOR THE ADMINISTRATION OF THE CONFLICT OF INTEREST POLICY. THE PRESIDENT MAY DESIGNATE THE STAFF DIRECTOR, BUSINESS OPERATIONS TO CARRY OUT THE ADMINISTRATIVE FUNCTIONS OF THIS POLICY. ALL CURRENT BOARD MEMBERS OF ARCHBRIGHT MUST SIGN ITS CODE OF ETHICS STATEMENT MAINTAINED AND FILED BY THE ARCHBRIGHT ADMINISTRATIVE OFFICE. EACH YEAR, ALL CURRENT BOARD MEMBERS MUST DISCLOSE TO THE EXTERNAL AUDITOR ANY KNOWN OR POTENTIAL CONFLICTS OF INTEREST. AT THE START OF EACH BOARD OR COMMITTEE MEETING, EACH BOARD MEMBER HAS THE RESPONSIBILITY TO DISCLOSE ANY CONFLICT OF INTEREST, KNOWN OR POTENTIAL, BASED UPON THE BOARD MEETING AGENDA TOPICS. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, THE BOARD MEMBER MAY ENGAGE IN DISCUSSION AND FACT FINDING BUT MUST ABSTAIN FROM VOTING. THE ARCHBRIGHT BOARD OF DIRECTORS IS RESPONSIBLE FOR ADDRESSING EACH BOARD CONFLICT OF INTEREST NOTIFICATION AND TAKING APPROPRIATE ACTION PER ARCHBRIGHT BYLAWS. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: CEO COMPENSATION IS DETERMINED BY THE BOARD ANNUALLY BASED ON COMPARABILITY SURVEY DATA AND CONSULTANT RECOMMENDATION, AS NEEDED. THE PROCESS IS DOCUMENTED IN THE BOARD MINUTES. LINE 15B: OFFICERS AND KEY EMPLOYEES COMPENSATION IS DETERMINED BY THE CEO ANNUALLY BASED ON COMPARABILITY SURVEY DATA AND WITH CONSULTANT'S RECOMMENDATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, COLUMN E: THE ORGANIZATION HAS NO EMPLOYEES AND REIMBURSES AN AFFILIATE FOR STAFF SERVICES. FORM 990, PART XI, LINE 9: INVESTMENT IN ASSOCIATION SERVICES OF WASHINGTON. 24,378,864. ASSOCIATION SERVICES OF WASHINGTON INC 5601 6TH AVE S 400 SEATTLE WA 98108 911356269 MANAGEMENT SERVICES WA ARCHBRIGHT C -1419540 5933302 1.00000 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 ASSOCIATION SERVICES OF WASHINGTON INC K 344352 FAIR MARKET VALUE ASSOCIATION SERVICES OF WASHINGTON INC M 7266180 FAIR MARKET VALUE ASSOCIATION SERVICES OF WASHINGTON INC R 513818 FAIR MARKET VALUE ASSOCIATION SERVICES OF WASHINGTON INC D 766033 FAIR MARKET VALUE