WESTERN PAYMENTS ALLIANCE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN PAYMENTS ALLIANCE (EIN 23-7240059)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-21
- IRS object ID
- 202302339349300340
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-21T19:52:23-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954083485 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURNER WARREN HWANG & CONRAD ACCTCY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH FIRST ST STE 202 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237240059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN PAYMENTS ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4154331230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CALIFORNIA STREET 11TH FL | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J SCHOCH | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4154331230 | PhoneNum |
| Signature | 2023-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | SCHOCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VALENTINO CREUS CPA | PreparerPersonNm |
| PTIN | P01054153 | PTIN |
| Phone | 8189549700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | WILLIAM J SCHOCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CALIFORNIA STREET 11TH FL | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,173,962 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.WESPAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BUILDING AND SHARING KNOWLEDGE TO GUIDE MEMBERS THROUGHOUT THEIR PAYMENTS JOURNEY FROM CONCEPT TO OPERATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,889,579 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,139,765 | CYProgramServiceRevenueAmt |
| PY Investment Income | $57,207 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,336 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,046 | PYOtherRevenueAmt |
| CY Other Revenue | $2,256 | CYOtherRevenueAmt |
| PY Total Revenue | $4,947,832 | PYTotalRevenueAmt |
| CY Total Revenue | $5,168,357 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $64,611 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $121,980 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,326,231 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,338,938 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,097,450 | PYOtherExpensesAmt |
| CY Other Expenses | $1,438,622 | CYOtherExpensesAmt |
| PY Total Expenses | $4,488,292 | PYTotalExpensesAmt |
| CY Total Expenses | $4,899,540 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $459,540 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $268,817 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,332,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,569,095 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,034,806 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,092,824 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,297,659 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,476,271 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AS AN INNOVATIVE PAYMENTS ASSOCIATION, WESPAY IS DEDICATED TO GUIDING AND EMPOWERING PROFESSIONALS IN THE FINANCIAL SERVICES AND PAYMENTS INDUSTRIES WITH EDUCATION, INFORMATION, ADVISORY AND ADVOCACY SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | MEMBER EDUCATION - WESTERN PAYMENTS ALLIANCE OFFERS TRAINING IN 3 CHANNELS: FACE-TO-FACE WORKSHOPS, WEBINARS AND WEBCASTS. WESPAY OFFERS IN-HOUSE MEMBER TRAINING AND MEMBER-SPONSORED CORPORATE TRAINING. PROFESSIONAL DEVELOPMENT PROGRAMS INCLUDE PREPARATION FOR NATIONAL CERTIFICATIONS, CERTIFICATES OF ACCOMPLISHMENT, ANNUAL SYMPOSIUMS, AND SPECIALIZED FORUMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISORY SERVICES INCLUDE RULE AND COMPLIANCE ADVICE FOR VARIOUS PAYMENT CHANNELS THAT INCLUDE ACH, CHECK, WIRE, MOBILE, REMOTE DEPOSIT CAPTURE, CARD AND INSTANT PAYMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INFORMATION SERVICES INCLUDE PAYMENTS HOTLINE, WEBSITE AND MONTHLY MEMBER COMMUNICATIONS. THE ORGANIZATION'S WEBSITE AND MEMBER PORTAL ARE CRITICAL INTERFACE WITH ITS MEMBERS FOR MEMBER COMMUNICATIONS. THE ORGANIZATION HAS A MONTHLY DIGEST OF PAYMENT EVENTS AND WEEKLY RULES REMINDERS. IN ADDITION, IT HOSTS FREE QUARTERLY MEMBERSHIP UPDATES. A VIRTUAL MEMBER COMMUNITY, CONNECT, WAS ESTABLISHED TO ENABLE MEMBERS' INTERACTION TO POST INFORMATION, QUESTIONS AND UPDATES FOR OTHER MEMBERS TO READ AND PROVIDE RESPONSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 28 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS DUONG AVP ACCOUNTING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153731207 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CALIFORNIA STREET 11TH FL | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DEBRA WENDT | ||||||||
| CHAIR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN MAX | ||||||||
| VICE CHAIR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER DENOO | ||||||||
| SECRETARY | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| SHAUN HEGSTED | ||||||||
| TREASURER | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JIM MORRELL | ||||||||
| IMMEDIATE PAST CHAIR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| EDMUND ESCH | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JAMES P FLEISHER MP NCP | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| BOB FOOTE | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| BRAD GANEY | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| SANCHIT PURI | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVE HARVEY | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| AMY FOULKS | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JOSE LARA | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE ZIOLKOWSKI | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JESSICA THOMPSON | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN WILDEMUTH | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM SCHOCH | ||||||||
| PRESIDENT & CEO | 38.50 | Yes (X) | $538,161 | $0 | $43,636 | 1.50 | Yes (X) | |
| CHRISTIAN SELMI MP | ||||||||
| SVP, RISK AND COMPLIANCE | 39.50 | $248,771 | $0 | $13,505 | 0.50 | Yes (X) | ||
| ANGELA SMITH | ||||||||
| SVP, EDUCATION AND EVENTS | 40.00 | $194,348 | $0 | $11,021 | Yes (X) | |||
| KIM BICKFORD | ||||||||
| SVP, OPERATIONS | 40.00 | $183,563 | $0 | $46,760 | Yes (X) | |||
| JOHN CURTIS | ||||||||
| SVP, BUSINESS CONSULTING LEADER | 39.50 | $183,953 | $0 | $21,362 | 0.50 | Yes (X) | ||
| KARROLL SEARCY | ||||||||
| SVP, MARKETING AND MEMBER | 40.00 | $178,679 | $0 | $34,781 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,527,475 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $171,065 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRINET | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK PLACE SUITE 600 | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PEO, BACKOFFICE HR SERVICES | ServicesDesc |
| Compensation | $3,641,987 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DUES & ASSESSMENTS | 611710 | $3,522,673 | $3,522,673 |
| SEMINARS & PUBLICATION | 611710 | $1,617,092 | $1,617,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,139,765 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,891 | TotalRevenueColumnAmt |
| Exclusion | $31,891 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $50 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,605 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$5,555 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,555 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$5,555 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME & REBATES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $2,256 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,256 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,256 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,168,357 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,136,466 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,891 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,980 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,527,475 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,182,341 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,058 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,056 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,008 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,425 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,812 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,422 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,231 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,353 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,791 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PRINTING AND PUBLICATIO | $191,189 |
| SEMINARS AND WORKSHOPS | $78,612 |
| NACHA ASSESSMENT | $77,950 |
| BAD DEBT EXPENSE | $5,837 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,899,540 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,244,854 | BOYAmt |
| EOY | $553,974 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,019,434 | BOYAmt |
| EOY | $3,124,989 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,630 | BOYAmt |
| EOY | $242,701 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,019 | BOYAmt |
| EOY | $221,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $650,235 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $227,791 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,806 | BOYAmt |
| EOY | $422,444 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,985 | BOYAmt |
| EOY | $499,468 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,572 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,165 | BOYAmt |
| EOY | $503,738 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,332,465 | BOYAmt |
| EOY | $5,569,095 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $892,668 | BOYAmt |
| EOY | $892,511 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $867,492 | BOYAmt |
| EOY | $966,957 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,646 | BOYAmt |
| EOY | $233,356 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,034,806 | BOYAmt |
| EOY | $2,092,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,297,659 | BOYAmt |
| EOY | $3,476,271 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,297,659 | BOYAmt |
| EOY | $3,476,271 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,332,465 | BOYAmt |
| EOY | $5,569,095 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $268,817 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$90,205 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,326 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,714 | DepreciationAmt |
| Book Value | $40,612 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $563,909 | OtherCostOrOtherBasisAmt |
| Depreciation | $182,077 | DepreciationAmt |
| Book Value | $381,832 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $422,444 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS IN WESPAY ADVISORS | $249,900 |
| DEFERRED COMPENSATION TRUST | $233,356 |
| PREPAID SECURITY DEPOSITS | $3,030 |
| RIGHT-OF-USE ASSETS | $17,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $503,738 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONQUALIFIED DEFERRED COMPENSATION PAYABLE | Desc |
| Amt | $233,356 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $233,356 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | FASB ASC 740, INCOME TAXES, TO ACCOUNT FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS CONCLUDED THAT THE COMPANY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT WESPAY IS EXEMPT FROM INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM ACTIVITIES NOT RELATED TO WESPAY'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM SCHOCH | ||||||||||||||
| PRESIDENT & CEO | $388,161 | $0 | $150,000 | $0 | $0 | $0 | $15,250 | $0 | $28,386 | $0 | $581,797 | $0 | $0 | $0 |
| CHRISTIAN SELMI MP | ||||||||||||||
| SVP, RISK AND COMPLIANCE | $204,771 | $0 | $44,000 | $0 | $0 | $0 | $12,200 | $0 | $1,305 | $0 | $262,276 | $0 | $0 | $0 |
| ANGELA SMITH | ||||||||||||||
| SVP, EDUCATION AND EVENTS | $174,348 | $0 | $20,000 | $0 | $0 | $0 | $9,471 | $0 | $1,550 | $0 | $205,369 | $0 | $0 | $0 |
| KIM BICKFORD | ||||||||||||||
| SVP, OPERATIONS | $162,563 | $0 | $21,000 | $0 | $0 | $0 | $9,570 | $0 | $37,190 | $0 | $230,323 | $0 | $0 | $0 |
| JOHN CURTIS | ||||||||||||||
| SVP, BUSINESS CONSULTING LEADER | $162,141 | $0 | $21,812 | $0 | $0 | $0 | $8,979 | $0 | $12,383 | $0 | $205,315 | $0 | $0 | $0 |
| KARROLL SEARCY | ||||||||||||||
| SVP, MARKETING AND MEMBER | $157,679 | $0 | $21,000 | $0 | $0 | $0 | $7,200 | $0 | $27,581 | $0 | $213,460 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S MEMBERSHIP INCLUDES DEPOSITORY FINANCIAL INSTITUTIONS (BANK, SAVINGS AND LOAN, LOAN ASSOCIATIONS AND CREDIT UNIONS), INDIVIDUALS OR ORGANIZATIONS THAT ARE STAKEHOLDERS IN PAYMENT SYSTEMS AND PROCESSES, ADVISORS TO THE ORGANIZATION AND PAYMENT COOPERATIVES. |
| FORM 990, PART VI, SECTION A, LINE 7A | "RESERVED DIRECTORS" ARE SELECTED BY REGULAR MEMBERS MEETING CERTAIN CRITERIA. ALSO, EACH REGULAR MEMBER NOT REPRESENTED BY A "RESERVED DIRECTOR" IS ENTITLED TO NOMINATE CANDIDATES TO SERVE AS AT-LARGE DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM IN CONJUNCTION WITH THE ASSOCIATION'S ACCOUNTING MANAGER. A DRAFT OF FORM 990 IS REVIEWED BY THE ACCOUNTING MANAGER, AND ANY CORRECTIONS OR MODICATIONS ARE MADE BY THE OUTSIDE CPA. THE REVISED DRAFT IS THEN REVIEWED BY THE ACCOUNTING MANAGER AND THE PRESIDENT/CEO. ANY CONCERNS RAISED BY THE PRESIDENT/CEO ARE RAISED WITH THE CPA FIRM AND A CONSENSUS IS ACHIEVED. THE FULL BOARD OF DIRECTORS REVIEW THE FINAL AUDITED FINANCIAL STATEMENTS AND APPROVES THE ASSOCIATION'S FINANCIALS AND THE FILING OF FEDERAL AND STATE TAX RETURNS. UPON COMPLETION OF FEDERAL AND STATE TAX RETURNS BY THE INDEPENDENT CPA FIRM, THE BOARD IS NOTIFIED OF THE COMPLETION AND ARE GIVEN THE OPPORTUNITY TO REVIEW THE RETURNS PRIOR TO FILING. ANY ISSUES THAT ARISE ARE RESOLVED UPON IDENTIFICATION. THE RETURN IS THEN FINALIZED AND ELECTRONICALLY FILED WITH THE TAXING AUTHORITIES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IS DISTRIBUTED TO DIRECTORS, ADVISORS AND STAFF EACH SEPTEMBER. EACH INDIVIDUAL IS REQUIRED TO COMPLETE THE DISCLOSURE FORM AND RETURN IT TO THE CEO. THE CEO REVIEWS EACH COMPLETED FORM FOR POSSIBLE CONFLICTS OF INTEREST. THERE HAVE BEEN NO SIGNIFICANT CONFLICTS REQUIRING ACTIONS. ALL FORMS ARE MAINTAINED FOR 7 YEARS FOLLOWING THE COMPLETION DATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FINAL AND ANNUAL DETERMINATION OF THE CEO'S COMPENSATION IS THE RESPONSIBILITY OF THE PERSONNEL COMMITTEE (A BOARD-LEVEL COMMITTEE). THE PERSONNEL COMMITTEE USES INPUT FROM A COMPENSATION SURVEY COMPLETED BY AN INDEPENDENT FIRM AND UPDATED PERIODICALLY. THE PERSONNEL COMMITTEE ALSO REVIEWS THE COMPENSATION OF SEVEN CEO'S FROM COMPARABLE 501(C)(6) ASSOCIATIONS THAT ARE IDENTIFIED IN THE FEDERAL TAX FILINGS, FORM 990. FOLLOWING THE MEETING OF THE PERSONNEL COMMITTEE, THE COMPENSATION RELATED DECISIONS ARE DOCUMENTED BY THE COMMITTEE CHAIR AND SHARED VIA EMAIL WITH THE ACCOUNTING MANAGER TO UPDATE THE PAYROLL SYSTEM. COMPENSATION OF OTHER KEY EMPLOYEES IS DETERMINED BY THE CEO GUIDELINES. STAFF COMPENSATION IS BASED ON AN INDEPENDENT COMPENSATION ANALYSIS THAT WAS COMPLETED BY AN INDEPENDENT FIRM FOR EVERY POSITION WITHIN THE COMPANY. THE INDEPENDENT FIRM GATHERED AND ANALYZED DATA FROM RECENTLY PUBLISHED COMPENSATION SURVEYS FOR COMPARABLE ORGANIZATIONS. THE BENCHMARKING ANALYSIS WAS BASED ON PUBLISHED SURVEYS THAT REPORT DETAILED COMPENSATION DATA ON VARIOUS LABOR MARKETS WITH WHOM WESPAY COMPETES FOR TALENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | WESTERN PAYMENTS ALLIANCE MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THERE WAS NO CHANGE IN THE AUDIT COMMITTEE'S OVERSIGHT PROCESS. |
| FORM 990, PART VI, SECTION 1, LINE 1A AND 1B: | AS OF 12/31/2022, THE ORGANIZATION HAD 1 VACANT SEAT IN THE BOARD. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESPAY ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CALIFORNIA STREET 11TH FL | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810985877 | EIN |
| Primary Activities | ADVISORY SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN PAYMENTS ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $1,222,570 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,791,031 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WESPAY ADVISORS - MARKETING SUPPORT | ||
| L | $6,000 | ACTUAL |
| WESPAY ADVISORS - SHARED FACILITIES | ||
| N | $10,577 | ACTUAL |
| WESPAY ADVISORS - REIMBURSEMENT PAID TO RELATED ORGANIZATION | ||
| P | $55,424 | ACTUAL |
| WESPAY ADVISORS - COST SHARING OF PERSONNEL | ||
| O | $671,433 | ACTUAL |
Comments