WASHINGTON RETAIL ASSOCIATION (EIN 911376551) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

RENEE SUNDE

Phone

3609439198

Tax Period

2023-09-01 to 2024-08-31

WASHINGTON RETAIL ASSOCIATION, founded in 1987, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

TO REPRESENT THE LEGISLATIVE, REGULATORY AND POLITICAL INTERESTS OF THE RETAILING INDUSTRY IN THE STATE OF WASHINGTON AT THE LOCAL, STATE AND NATIONAL LEVEL; TO PROMOTE THE ORDERLY DEVELOPMENT AND ECONOMIC ADVANCEMENT OF WASHINGTON RETAILING AND THE STATE AS A WHOLE; TO STIMULATE AND ENHANCE COMPETITIVE ENTERPRISE WITH COMMUNITY RESPONSIBILITY; TO PROVIDE PROGRAMS OF SERVICE AND ACTION IN PROMOTING THE COMMON INTERESTS OF MEMBERS; AND TO SECURE COOPERATION WITH AND AMONG OTHER ORGANIZATIONS IN THE FURTHERANCE OF THOSE OBJECTIVES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,307,136

Investment Income $42,917

Other Revenue $37,304

TOTAL REVENUE $1,387,357

Expense Breakdown

Grants Paid $0

Salaries & Benefits $855,171

Fundraising Expenses $0

Other Expenses $617,412

TOTAL EXPENSES $1,472,583

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,387,357	$1,562,833	-0.1%
Expenses	$1,472,583	$1,251,959	+0.2%
Net Income	$-85,226	$310,874	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$238,799

Total Directors

$238,799

Key Employees

$183,107

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RENEE SUNDE	PRESIDENT/CEO	40.00	Officer Director	$223,009	$15,790	$238,799
ALESHA SHEMWELL	CHAIR	1.00	Officer Director	$0	$0	$0
OPIO DUPREE	VICECHAIR	1.00	Officer Director	$0	$0	$0
ROB JENSEN	TREASURER	1.00	Officer Director	$0	$0	$0
ERIC DOUGLAS	CHAIR, GOVT AFFAIRS	1.00	Director	$0	$0	$0
CHAUNCEY RICE	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
KRISTA BECK	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
SEAN BROWNLEE	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
KARIN HOLT	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
LYNNETTE FRANK	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
BLAKE GARFIELD	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
MARISA WULFF	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
RUTHANN GOULARTE	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH HERRON	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
JERRY IRWIN	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER KURRIE	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
LISETTE TORRES	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
NAVDEEP SINGH	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
ANDY RYDER	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
BRENDA SNYDER	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
MARK JOHNSON	VICE PRESIDENT	40.00	Key Emp	$168,240	$14,867	$183,107

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,387,357	$1,472,583	$5,991,586	$-85,226
2023	$1,562,833	$1,252,049	$9,090,234	$310,784
2022	$1,218,746	$1,099,662	$2,074,441	$119,084
2021	$1,290,544	$1,081,471	$2,000,393	$209,073
2020	$1,128,748	$1,035,244	$1,844,881	$93,504
2019	$1,041,916	$954,946	$1,779,610	$86,970

WASHINGTON RETAIL ASSOCIATION