TY 2020 Form 990EZ

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? To provide a forum for education and the exchange of information regarding continuous improvement of practices and processes of enterprises in the pacific northwest region of the United States.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 3H Series - Two independent three-hour sessions were held in June. A 3H Essentials series (1/2 day every three weeks) was held from September through December. This series was led by a local facilitator, Kari Penca. 63 individuals from the membership attended. (Grants $ 8,900) If this amount includes foreign grants, check here ...			28a
29 General Training Sessions: Our program offerings include our standard training classes that are focused on increasing capability in lean thinking and applying lean concepts. Classes held: 4. Attendees from membership: 107. (Grants $ 3,940) If this amount includes foreign grants, check here ...			29a
30 Leadership Sessions - Two executive leadership sessions were held - Leading from Afar (attended by 36 individuals) and Leadership in Tough Times (attended by 22 individuals). Six Leadership Roundtables were held (attended by 36 individuals). Leading from Afar was a recorded keynote given by Col. Arthur Athens. Leadership in Tough Times was a virtual keynote given by a local executive speaker, Ken Leatherman. (Grants $ 500) If this amount includes foreign grants, check here ...			30a
Member Best Practice Sharing: Our peer-to-peer best practice sharing sessions were a popular way for our members to gather, share success stories and help each other address challenges. These included virtual special interest groups (SIG's), webinars and workshops. Six members stepped up to lead the webinars and workshops. 187 individuals attended the webinars and workshops. 55 members gathered for the equivalent of 147 hours in SIG's. (Grants $ ) If this amount includes foreign grants, check here ...
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32	13,340

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)
William A Thomason President	1.00	0
Traci Rieckmann Director	1.00	0
Cody Stavig VP Finance	1.00	0
Richard Carroll Director	1.00	0
Jennifer Ayers Executive Dir.	40.00	121,305
Rick Alvarado Director	1.00	0
Dale Gehring VP Finance	1.00	0
Frank Twardoch Director	1.00	0
Josh Collins Director	1.00	0
Theresa Mills Director	1.00	0

Yes

Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................

Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ..

49a

Did the organization make any transfers to an exempt non-charitable related organization?......

49a

If "Yes," was the related organization a section 527 organization?................

49b

Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and title of each employee	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
NONE

Total number of other employees paid over $100,000 ............. bullet

Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and business address of each independent contractor	(b) Type of service	(c) Compensation
NONE

Return Reference	Explanation
Other Expenses.1002	Office Expenses $74
Other Expenses.1005	Travel $5
Other Expenses.1007	Conferences, Conventions, and Meetings $148
Other Expenses.1012	Insurance $1563
Other Expenses.1	Hosting Speaker Expenses $17340
Other Expenses.2	Employee Benefits $2667
Other Expenses.3	Dues, Fees & Subscriptions $2171
Other Expenses.4	Training Session Meals $1922
Other Expenses.5	Miscellaneous Expense $806
Other Expenses.6	Rebate Expense $700
Other Expenses.7	Mileage Expenses $688
Other Expenses.8	Payroll Fees $486
Other Expenses.9	Event Space Rental $400
Other Expenses.10	Class Supplies $266
Other Expenses.11	Merchant Fees $251
Other Expenses.12	Cell Phone $226
Other Expenses.13	Promotional $152
Other Expenses.14	Office Supplies $150
Other Expenses.15	Meals and Entertainment $106
Total Liabilities.1001	Accounts Payable and Accrued Expenses - Beginning $1214 Accounts Payable and Accrued Expenses - Ending $824
Changes to Organizing or Governing Documents	See attached document that summarizes the changes made to the organizations By-Laws during 2020.

Return Reference

Explanation

Other Expenses.1002

Office Expenses $74

Other Expenses.1005

Travel $5

Other Expenses.1007

Conferences, Conventions, and Meetings $148

Other Expenses.1012

Insurance $1563

Other Expenses.1

Hosting Speaker Expenses $17340

Other Expenses.2

Employee Benefits $2667

Other Expenses.3

Dues, Fees & Subscriptions $2171

Other Expenses.4

Training Session Meals $1922

Other Expenses.5

Miscellaneous Expense $806

Other Expenses.6

Rebate Expense $700

Other Expenses.7

Mileage Expenses $688

Other Expenses.8

Payroll Fees $486

Other Expenses.9

Event Space Rental $400

Other Expenses.10

Class Supplies $266

Other Expenses.11

Merchant Fees $251

Other Expenses.12

Cell Phone $226

Other Expenses.13

Promotional $152

Other Expenses.14

Office Supplies $150

Other Expenses.15

Meals and Entertainment $106

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $1214 Accounts Payable and Accrued Expenses - Ending $824

Changes to Organizing or Governing Documents

See attached document that summarizes the changes made to the organizations By-Laws during 2020.

1	Contributions, gifts, grants, and similar amounts received ....................	1
2	Program service revenue including government fees and contracts ................	2	168,517
3	Membership dues and assessments .............................	3
4	Investment income ....................................	4	4,141
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b	0
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000)	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) ..	6b	0
c	Less: direct expenses from gaming and fundraising events ...	6c	0
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d
7a	Gross sales of inventory, less returns and allowances ......	7a
b	Less: cost of goods sold .............	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	172,658

Sign Here

	Signature of officer	Date

	Type or print name and title

Software ID:	20011551
Software Version:	2020v4.0

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

10	Grants and similar amounts paid (list in Schedule O) ................	10
11	Benefits paid to or for members ......................	11
12	Salaries, other compensation, and employee benefits ................	12	131,809
13	Professional fees and other payments to independent contractors ............	13	7,746
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ...................	15
16	Other expenses (describe in Schedule O) ...................	16	30,121
17	Total expenses. Add lines 10 through 16 .................	17	169,676

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	2,982
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return) .................	19	216,344
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	219,326

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures