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Nonprofit · EIN 91-1235205

PUGET SOUND CHAPTER OF THE RISK MANAGEMENT ASSOCIATION

Tax-exempt · TACOMA, WA 98401

Financials

$36K$36K2022$44K$52K2023$74K$57K2024
Revenue Expenses · by fiscal year end
Financials of PUGET SOUND CHAPTER OF THE RISK MANAGEMENT ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-EZ$73,730$57,376$16,354$32,070$4,240$27,830
August 31, 2024990-EZ$44,407$52,460-$8,053$11,476–$11,476
August 31, 2023990-EZ$35,888$35,513$375$19,529–$19,529
Financial details: 990-EZ for the year ended August 31, 2025

Revenue

Program service revenue
$73,721
Investment income
$9

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$56,032
Other expenses
$1,344
Program services (functional)
$57,376

Balance sheet and other

Total assets, start of year
$11,476
Total assets, end of year
$32,070
Total liabilities, end of year
$4,240
Net assets, end of year
$27,830
Cash, savings and investments
$32,070
Gross receipts
$73,730

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SAMMANTHA RAYPRESIDENT0$0
MATTHEW HRDICKAVICE PRESIDE0$0
DAVID LIGHFOOTTREASURER0$0
JAN HEALD ROBINSONSECRETARY0$0
990-EZ for the year ended August 31, 2024: 4 people
NameTitleHours / weekCompensation
SAMMANTHA RAYPRESIDENT0$0
MATTHEW HRDICKAVICE PRESIDE0$0
DAVID LIGHFOOTTREASURER0$0
JAN HEALD ROBINSONSECRETARY0$0
990-EZ for the year ended August 31, 2023: 4 people
NameTitleHours / weekCompensation
SAMMANTHA RAYPRESIDENT0$0
MATTHEW HRDICKAVICE PRESIDE0$0
DAVID LIGHFOOTTREASURER0$0
JAN HEALD ROBINSONSECRETARY0$0

Address and contacts

Address (IRS master file)
PO BOX 2156 MSC WA-0253-7, TACOMA, WA 98401-2156
In care of
% SECRETARIAL ASSISTANTS
Signed the 990-EZ
DAVID LIGHFOOT, TREASURER
Phone
(253) 671-6708
Return prepared by
BENNETT KILDOW & DEJARNATT CPAS

Mission

TO SERVE PROFESSIONAL MEMBER FINANCIAL INSTITUTIONS WHO REQUIRE A COMPREHENSIVE UNDERSTANDING OF CREDIT RISK IDENTIFICATION AND MANAGEMENT.

990-EZ for the year ended August 31, 2025

Program accomplishments

  • HOLD MONTHLY GENERAL MEETINGS TO FOCUS ON BANKERS INTERACTING AND SHARING EXPERENCES. SPEAKERS ASSIST IN THE DEVELOPMENT AND EXCHANGE OF IDEAS AND EXPERIENCES ON CREDIT RISK PRINCIPLES AND PRACTICES. MEMBERS ESTABLISH CHANNELS OF COMMUNICATION, STUDY MUTUAL PROGRAMS, AND SEEK PRACTICAL SOLUTIONS TO PROBLEMS. APPROXIMATELY 50-75 PEOPLE ATTEND ON A REGULAR BASIS.
    Expenses $56,584
  • CHAPTER CLASSES, ROUND TABLES AND LENDING ACADEMIES ARE HELD TO EXCHANGE IDEAS AND EXPERIENCES ON CREDIT RISK PRINCIPLES, PRACTICES AND CURRENT TRENDS. APPROXIMATELY 20-40 PEOPLE ATTEND ON A REGULAR BASIS. THESE SESSIONS ASSIST IN THE DEVELOPMENT OF COMPETENT CREDIT RISK PERSONNEL THROUGH TRAINING MATERIALS AND CIRCULATION OF THE RMA JOURNAL. AMOUNTS INCLUDED ABOVE.
  • NATIONAL AND CHAPTER EDUCATION COURSES ARE PRESENTED TO TRAIN AND INSTRUCT BANKERS ON CREDIT RISK RESEARCH AND IMPROVE CREDIT AND LOAN KNOWLEDGE. THESE COURSES ALSO PROVIDE CONTINUING EDUCATION CREDITS TO ATTENDEES. THE COURSES HELP TO ESTABLISH AND MAINTAIN HIGH STANDARDS OF CREDIT ETHICS IN BANKS AND IN THE BUSINESS COMMUNITY IN ACCORDANCE WITH THE ASSOCIATION GOALS. AMOUNTS INCLUDED ABOVE.
  • THE YOUNG PROFESSIONALS GROUP IS DESIGNED TO OFFER YOUNG BANKERS WITH LESS THAN 10 YEARS BANKING EXPERIENCE EDUCATIONAL EVENTS ON A MONTHLY BASIS. MEETINGS FOCUS ON INTERACTION AND SHARED EXPERIENCES WITH PROFESSIONAL SPEAKERS PRESENTING CREDIT RISK PRINCIPLES AND PRACTICES. WOMEN IN BANKING EVENTS OFFER CREDIT RISK BANKERS AN EDUCATIONAL PERSPECTIVE FROM A PROFESSIONAL WOMEN BANKER'S KNOWLEDGE AND EXPERIENCES IN THE CREDIT RISK ARENA OF THE BANKING INDUSTRY. THIS IS AN ANNUAL EVENT HELD WITH OVER 125 ATTENDEES. AMOUNTS INCLUDED ABOVE.
    Expenses $792

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-EZ on file
2023August 31, 2024January 15, 2025990-EZ on file

IRS record

EIN
91-1235205
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1984
Accounting year ends
August
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P51)
Assets (IRS master file)
$32,070
Income (IRS master file)
$73,730

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZAugust 2025$73,730$57,376$32,070XML
990-EZAugust 2024$44,407$52,460$11,476XML
990-EZAugust 2023$35,888$35,513$19,529XML
990-EZAugust 2022–––IRS
990-EZAugust 2021–––IRS
990-EZAugust 2020–––IRS
990-EZAugust 2019–––IRS
990-EZAugust 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1235205).

Questions about PUGET SOUND CHAPTER OF THE RISK MANAGEMENT ASSOCIATION

What is the EIN of PUGET SOUND CHAPTER OF THE RISK MANAGEMENT ASSOCIATION?
The employer identification number (EIN) of PUGET SOUND CHAPTER OF THE RISK MANAGEMENT ASSOCIATION is 91-1235205.
Is PUGET SOUND CHAPTER OF THE RISK MANAGEMENT ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1984.
Are donations to PUGET SOUND CHAPTER OF THE RISK MANAGEMENT ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PUGET SOUND CHAPTER OF THE RISK MANAGEMENT ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PUGET SOUND CHAPTER OF THE RISK MANAGEMENT ASSOCIATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PUGET SOUND CHAPTER OF THE RISK MANAGEMENT ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended August 2025.
Who are the officers and directors of PUGET SOUND CHAPTER OF THE RISK MANAGEMENT ASSOCIATION?
The 990-EZ for the year ended August 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does PUGET SOUND CHAPTER OF THE RISK MANAGEMENT ASSOCIATION have?
On its 990-EZ for the year ended August 31, 2025 it reported revenue of $73,730, expenses of $57,376 and total assets of $32,070 at year end.

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