Civic Intelligence

Western Museums Association

990 • Fiscal year 2017 • EIN 23-7312905

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 12, 2018

PO Box 4738Tulsa, OK 74159

(707) 433-4701

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

32nd percentile

-3.6%

Higher net margin than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.6%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$184,565

Down $4,939 (-2.6%) from 2016

Net Assets

Down

$179,958

Down $6,248 (-3.4%) from 2016

Liabilities

Up

$4,607

Up $1,309 (+40%) from 2016

Revenue

Down

$175,953

Down $124,678 (-41%) from 2016

Expenses

Down

$182,201

Down $124,253 (-41%) from 2016

Net Income

Down

-$6,248

Down $425 (-7.3%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $120,938Liabilities 2011: $44Net Assets 2011: $120,8942011Assets 2012: $155,661Liabilities 2012: $935Net Assets 2012: $154,7262012Assets 2013: $165,575Liabilities 2013: $3,105Net Assets 2013: $162,4702013Assets 2015: $194,068Liabilities 2015: $2,039Net Assets 2015: $192,0292015Assets 2016: $189,504Liabilities 2016: $3,298Net Assets 2016: $186,2062016Assets 2017: $184,565Liabilities 2017: $4,607Net Assets 2017: $179,9582017Assets 2018: $217,328Liabilities 2018: $4,883Net Assets 2018: $212,4452018Assets 2019: $211,048Liabilities 2019: $3,877Net Assets 2019: $207,1712019Assets 2020: $136,226Liabilities 2020: $7,338Net Assets 2020: $128,8882020Assets 2021: $129,055Liabilities 2021: $6,207Net Assets 2021: $122,8482021Assets 2022: $137,409Liabilities 2022: $6,770Net Assets 2022: $130,6392022Assets 2024: $193,355Liabilities 2024: $15,653Net Assets 2024: $177,7022024

Highlighted filing

2017

Assets$184,565
Liabilities$4,607
Net Assets$179,958

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2011: $220,8102011Expenses 2012: $197,0332012Revenue 2013: $219,776Expenses 2013: $212,032Net Income 2013: $7,7442013Revenue 2015: $294,151Expenses 2015: $279,801Net Income 2015: $14,3502015Revenue 2016: $300,631Expenses 2016: $306,454Net Income 2016: -$5,8232016Revenue 2017: $175,953Expenses 2017: $182,201Net Income 2017: -$6,2482017Revenue 2018: $352,197Expenses 2018: $319,710Net Income 2018: $32,4872018Revenue 2019: $266,195Expenses 2019: $271,469Net Income 2019: -$5,2742019Revenue 2020: $81,708Expenses 2020: $159,991Net Income 2020: -$78,2832020Revenue 2021: $138,928Expenses 2021: $144,968Net Income 2021: -$6,0402021Revenue 2022: $268,881Expenses 2022: $261,090Net Income 2022: $7,7912022Revenue 2024: $352,335Expenses 2024: $321,926Net Income 2024: $30,4092024

Highlighted filing

2017

Revenue$175,953
Expenses$182,201
Net Income-$6,248
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 12, 2018
Return Version
2017v2.3
Gross Receipts
$175,953
Mission and Program Overview

Mission

The western museums association is an association of museum professionals dedicated to providing training and educational programs in the states of alaska, arizona, california, hawaii, idaho, nevada, oregon, utah, and washington. The association also serves museum professionals from other states and foreign countries. Services are provided primarily by an annual conference featuring more than 50 program sessions and workshops, training opportunities conducted independently of the annual conference, and communication opportunities through our website, blog, and social media.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$161,997$155,048▼ $6,949
Savings and Temporary Cash Investments$25,007$25,017▲ $10
Prepaid Expenses and Deferred Charges$2,500$4,500▲ $2,000
Total Assets$189,504$184,565▼ $4,939
Liabilities
Other Liabilities$3,164$3,420▲ $256
Accounts Payable and Accrued Expenses$134$1,187▲ $1,053
Total Liabilities$3,298$4,607▲ $1,309
Net Assets / Fund Balance
Unrestricted Net Assets$186,206$179,958▼ $6,248
Total Net Assets Fund Balance$186,206$179,958▼ $6,248
Total Liabilities and Net Assets / Fund Balance$189,504$184,565▼ $4,939
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lisa SasakiPresident
Angela LinnDirector
Carla RothDirector
Carlos OrtegaDirector
Chris KeledjianDirector
Dana WhitelawDirector
Eowyn BatesDirector
James BurnsDirector
Jeanette WoodburnDirector
Jonathan KatzDirector
Katherine HoughDirector
Laurie Egan-hedleyDirector
Lorie MillwardDirector
Melanie FalesDirector
Michael FiegenschuhDirector
Moya WatersDirector
Nikolai SklaroffDirector
Noel RatchDirector
Noelle KahanuDirector
Rosanna SharpeDirector
Sarah BloomDirector
Sonja LundeDirector
Steve CombaDirector
Wes WenhardtDirector
Kippen De Alba ChuPast Preside
Michah ParzenSecretary
Scot JaffeTreasurer
Anne RoweVice Preside
Keni SturgeonVice Preside
Louise YokoiVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$70,850
Program Service Revenue
$105,092
Investment Income
$11
Other Revenue
$0
All Other Contributions
$20,570
Change in Net Assets
$-6,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$101,324
Other Expenses$80,877
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$46,616$46,617-$93,233
Payroll Taxes$4,045$4,046-$8,091
Fees for Services Accounting-$7,891-$7,891
All Other Expenses$5,125$10-$5,135
Travel-$3,139-$3,139
Insurance-$2,865-$2,865
Other Expenses$2,753$5,697-$2,753
Office Expenses-$270-$270
Total Functional Expenses$111,666$70,535$0$182,201
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Payable$3,420
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Membership in western museums association shall be open to all individuals and institutions (e.g., businesses, clubs and other organizations) interested in western museums association, its purposes, objectives and activities. Individual members of western museums association shall be those who are employed by or are otherwise interested in furthering museum objectives. For purposes of convenience in administration, western museums association may distinguish between individual members and institutional members.

Form 990, Page 6, Part VI, Line 7A

Full standing members are those individuals or organizations whose memberships are current in western museums association, and are primarily a cultural, historical or scientific institution open to the public, or who are affiliated with a museum as a paid or unpaid staff member, volunteer, or trustee, or are currently enrolled in a student degree program. They shall have the right to vote on the election of directors and officers, on the disposition of all or substantially all of the corporation's assets, on any merger and its principal terms, and on any election to dissolve the corporation. In addition, full standing members shall have all rights afforded members under the california nonprofit corporation law. A member of the corporation shall not, solely because of such membership, be personally liable for the debts, obligations, or liabilities of the corporation. The nominating committee, which shall consist of a chairperson, who shall be the immediate past president, and two others who are current individual members, only one of whom may be a member of the executive committee is responsible for electing members of the governing body.

Form 990, Page 6, Part VI, Line 11B

The information for the form 990 is prepared by the association's staff and provided to the accounting firm. Once the accounting firm delivers the draft, the finance committee reviews, and submits a final draft to the entire board of directors for their review.

Form 990, Page 6, Part VI, Line 12C

On an annual basis, all officers, directors, and key employees shall be provided with a copy of the conflict of interest policy, and required to complete and sign an acknowledgment and disclosure form prepared by the association. If a conflict arises in regards to a board member, the member immediately notifies the president. That member will then recuse him or herself from any voting on a related issue, and will also not be counted towards a quorum on a related issue. For officers and key employees, a conflict would immediately be reported to the management and appropriate action would be taken depending on the individual issue.

Form 990, Page 6, Part VI, Line 15A

The executive committee of the board of directors review comparable compensation for management of other regionial organizations to determine compensation for the wma executive director. The compensation proposal is made to the full board for approval.

Form 990, Page 6, Part VI, Line 15B

There are no other key employees of the organization at this time.

Form 990, Page 6, Part VI, Line 19

The association's governing documents are available on its website. The association's financial statements are available at guidestar.org and on request.

Filing and Contact Details

Filer

Filer Name
Western Museums Association
EIN
23-7312905
Phone
7074334701
Address
PO BOX 4738, TULSA, OK 74159

Signing Officer

Name
Scot Jaffe
Title
Treasurer
Phone
7074334701
Signed
2018-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Sasaki
Formed
1994
Legal Domicile
CA
Voting Board Members
30
Independent Board Members
30
Employees
3
Volunteers
75

Preparer

Firm
Larson & Company Pc
Address
285 SOUTH 400 EAST, MOAB, UT 84532
Preparer
Gordon E Beh
Phone
4352599100
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The western museums association is an association of museum professionals dedicated to providing training and educational programs in the states of alaska, arizona, california, hawaii, idaho, nevada, oregon, utah, and washington. The association also serves museum professionals from other states and foreign countries. Services are provided primarily by an annual conference featuring more than 50 program sessions and workshops, training opportunities conducted independently of the annual conference, and communication opportunities through our website, blog, and social media.

Form 990, Page 2, Part III, Line 4D

Meeting and professional education: educates museum professionals through the association's annual meeting (conference) with more than 50 program sessions, roundtable discussions, workshops, and trade show for museum products and services.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
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IRS990/FormationYr01994
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0175953
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InsuranceGrp/ManagementAndGeneralAmt02865
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE WESTERN MUSEUMS ASSOCIATION IS AN ASSOCIATION OF MUSEUM PROFESSIONALS DEDICATED TO PROVIDING TRAINING AND EDUCATIONAL PROGRAMS IN THE STATES OF ALASKA, ARIZONA, CALIFORNIA, HAWAII, IDAHO, NEVADA, OREGON, UTAH, AND WASHINGTON. THE ASSOCIATION ALSO SERVES MUSEUM PROFESSIONALS FROM OTHER STATES AND FOREIGN COUNTRIES. SERVICES ARE PROVIDED PRIMARILY BY AN ANNUAL CONFERENCE FEATURING MORE THAN 50 PROGRAM SESSIONS AND WORKSHOPS, TRAINING OPPORTUNITIES CONDUCTED INDEPENDENTLY OF THE ANNUAL CONFERENCE, AND COMMUNICATION OPPORTUNITIES THROUGH OUR WEBSITE, BLOG, AND SOCIAL MEDIA.
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IRS990/OtherExpensesGrp/Desc1FUTURE MEETING EXPENSE
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP EXPENSE
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0MEETING AND PROFESSIONAL EDUCATION: EDUCATES MUSEUM PROFESSIONALS THROUGH THE ASSOCIATION'S ANNUAL MEETING (CONFERENCE) WITH MORE THAN 50 PROGRAM SESSIONS, ROUNDTABLE DISCUSSIONS, WORKSHOPS, AND TRADE SHOW FOR MUSEUM PRODUCTS AND SERVICES.
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt03635
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt012095
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt018781
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt075490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt083698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt081685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0387254
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt041

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.16$1.78$3.52$3.22$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.07$1.31$2.69$2.61$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.06$1.23$1.39$1.45$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.07$1.29$0.82$1.60$0.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.04$2.07$2.66$2.71$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.05$2.12$3.52$3.20$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.05$1.80$1.76$1.82$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.03$1.86$3.01$3.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.94$0.02$1.92$2.94$2.80$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.03$1.62$2.20$2.12$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.01$1.55$1.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$2.21