Civic Intelligence

Western History Association

990 • Fiscal year 2016 • EIN 54-6044435

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2018

Uaf Dept Of History605 GrueningFairbanks, AK 99775-6460

(904) 474-6508

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

0.52x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

9th percentile

-53%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Assets

Down

$413,137

Down $115,680 (-22%) from 2014

Net Assets

Down

$383,670

Down $74,670 (-16%) from 2014

Liabilities

Down

$29,467

Down $41,010 (-58%) from 2014

Revenue

Down

$56,446

Down $200,298 (-78%) from 2014

Expenses

Down

$10,062

Down $182,651 (-95%) from 2014

Net Income

Down

$46,384

Down $17,647 (-28%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $380,129Liabilities 2011: $53,488Net Assets 2011: $326,6412011Assets 2012: $359,437Liabilities 2012: $42,638Net Assets 2012: $316,7992012Assets 2013: $435,268Liabilities 2013: $71,906Net Assets 2013: $363,3622013Assets 2014: $528,817Liabilities 2014: $70,477Net Assets 2014: $458,3402014Assets 2016: $413,137Liabilities 2016: $29,467Net Assets 2016: $383,6702016Assets 2017: $458,340Liabilities 2017: $0Net Assets 2017: $458,3402017Assets 2018: $676,361Liabilities 2018: $363Net Assets 2018: $675,9982018Assets 2019: $633,705Liabilities 2019: $6,458Net Assets 2019: $627,2472019Assets 2020: $755,528Liabilities 2020: $26,167Net Assets 2020: $729,3612020Assets 2021: $794,079Liabilities 2021: $21,850Net Assets 2021: $772,2292021Assets 2022: $803,175Liabilities 2022: $31,694Net Assets 2022: $771,4812022Assets 2023: $740,453Liabilities 2023: $41,170Net Assets 2023: $699,2832023Assets 2024: $909,416Liabilities 2024: $18,294Net Assets 2024: $891,1222024

Highlighted filing

2016

Assets$413,137
Liabilities$29,467
Net Assets$383,670

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $224,4622011Expenses 2012: $212,4142012Revenue 2013: $224,685Expenses 2013: $202,047Net Income 2013: $22,6382013Revenue 2014: $256,744Expenses 2014: $192,713Net Income 2014: $64,0312014Revenue 2016: $56,446Expenses 2016: $10,062Net Income 2016: $46,3842016Revenue 2017: $213,809Expenses 2017: $233,993Net Income 2017: -$20,1842017Revenue 2018: $368,405Expenses 2018: $365,958Net Income 2018: $2,4472018Revenue 2019: $399,415Expenses 2019: $392,249Net Income 2019: $7,1662019Revenue 2020: $306,626Expenses 2020: $272,379Net Income 2020: $34,2472020Revenue 2021: $371,339Expenses 2021: $356,226Net Income 2021: $15,1132021Revenue 2022: $441,545Expenses 2022: $327,561Net Income 2022: $113,9842022Revenue 2023: $607,969Expenses 2023: $751,864Net Income 2023: -$143,8952023Revenue 2024: $573,684Expenses 2024: $444,334Net Income 2024: $129,3502024

Highlighted filing

2016

Revenue$56,446
Expenses$10,062
Net Income$46,384
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2018
Return Version
2015v3.0
Gross Receipts
$56,446
Mission and Program Overview

Mission

The western history association strives to be a congenial home for the study and teaching of all aspects of north american wests, frontiers, homelands and borderlands. Our mission is to cultivate the broadest appreciation of this diverse history.

Founded in 1961, the western history association exists to promote the study of the north american west in its varied aspects and broadest sense.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$241,574$241,574→ $0
Cash and Non-Interest-Bearing Accounts$126,167$166,221▲ $40,054
Land, Buildings, and Equipment, Net$4,566$4,566→ $0
Savings and Temporary Cash Investments$776$776→ $0
Total Assets$373,083$413,137▲ $40,054
Liabilities
Accounts Payable and Accrued Expenses$35,509$29,327▼ $6,182
Deferred Revenue$140$140→ $0
Total Liabilities$35,649$29,467▼ $6,182
Net Assets / Fund Balance
Temporarily Rstr Net Assets$259,993$274,340▲ $14,347
Unrestricted Net Assets$77,441$109,330▲ $31,889
Total Net Assets Fund Balance$337,434$383,670▲ $46,236
Total Liabilities and Net Assets / Fund Balance$373,083$413,137▲ $40,054

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,566$3,244$7,810

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$131,824---$131,824
2014$131,824---$131,824
2013$107,155$5,191▲ $19,478-$131,824
2012$91,037$5,475▲ $10,643-$107,155
2011$83,100$7,670▲ $267-$91,037
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kevin FernlundExec Director/council
-Council
Revenue and Support

Revenue Composition

Contributions and Grants
$45,756
Program Service Revenue
$7,797
Investment Income
$0
Other Revenue
$2,893
All Other Contributions
$18,314
Change in Net Assets
$46,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,062
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$1,145$1,145-$2,290
Advertising$138$137-$275
Office Expenses$95$95-$190
Other Expenses$45$46-$91
Total Functional Expenses$5,031$5,031$0$10,062
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The wha is governed by its members who elect a president, president-elect, council and nominating committee.

Form 990, Part VI, Section B, Line 11

Draft copy of form 990 reviewed by the executive director prior to filing.

Form 990, Part VI, Section B, Line 15A

Executive director's contract is reviewed every five years by members of bod and using a comparability study.

Form 990, Part VI, Section C, Line 18

Organization's 1023 and 990 are available for public inspection upon request.

Form 990, Part VI, Section C, Line 19

Organization's governing documents and financial statements are available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Western History Association
EIN
54-6044435
Phone
9044746508
Address
UAF DEPT OF HISTORY605 GRUENING, FAIRBANKS, AK 99775-6460

Signing Officer

Name
John Heaton
Title
Executive Director
Phone
9074746508
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Albert Hurtado
Formed
1961
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
600 WASHINGTON AVENUE SUITE 1800, ST LOUIS, MO 63101
Preparer
Joan B Humes
Phone
3149254300
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

MISCELLANEOUS EXPENSE

PART XII, LINE 2D - OTHER ADJUSTMENTS:

MISCELLANEOUS EXPENSE

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0390718
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013479
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08446
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07520
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029445
IRS990ScheduleA/InvestmentIncomeCYPct00.03700
IRS990ScheduleA/InvestmentIncomePYPct00.04050
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01210
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02215
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0223
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt06373
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02285
IRS990ScheduleA/OtherIncome509Grp/TotalAmt012306
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92190
IRS990ScheduleA/PublicSupportPY509Pct00.91620
IRS990ScheduleA/PublicSupportTotal509Amt0734400
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt09714
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt010714
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt020428
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt05000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036324
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082548
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0224228
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0206234
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0205494
IRS990ScheduleA/Total509Grp/TotalAmt0754828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0237930
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0221053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0215299
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0796579
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0131824
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0131824
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0131824
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0131824
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0107155
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05191
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0131824
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019478
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt091037
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05475
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0107155
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010643
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt083100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt07670
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt091037
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0267
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04566
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03244
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07810
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS EXPENSE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS EXPENSE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04566
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE COMMITTEE ON PUBLIC EDUCATION AND TEACHING SOLICITS APPLICATIONS FOR THE CHARLES REDD CENTER TEACHING AWARD FROM TEACHERS AROUND THE COUNTRY. EACH YEAR WE CREATE OUR OWN DATABASE OF TEACHERS IN LOCAL AREAS AND SEND OUT REAL LETTERS, E-MAILS, AND MAKE PHONE CALLS TO SCHOOLS IN THE HOST CITY OF THE CONFERENCE AREA USING THE TEACHING AMERICAN HISTORY GRANT INFORMATION, TELEPHONE DIRECTORIES, AND OTHER AVAILABLE NETWORKS. WE ALSO SEND ANNOUNCEMENTS OF THE AWARD TO H-WEST, H-EDUCATION, AND OTHER H-NET GROUPS EACH YEAR. WE'VE DEVELOPED A RUBRIC TO REVIEW ALL THE APPLICATIONS WE RECEIVE. THE RUBRIC AND OTHER CRITERIA CAN BE FOUND AT: HTTP://WWW.WESTERNHISTORYASSOCIATION.ORG/AWARDS/ UNDER THE CHARLES REDD CENTER AWARD. THE COMMITTEE HAS ALSO ESTABLISHED A PATTERN OF ROTATING THOSE WHO REVIEW THE APPLICATIONS FROM WITHIN THE COMMITTEE ON PUBLIC EDUCATION AND TEACHING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WHA IS GOVERNED BY ITS MEMBERS WHO ELECT A PRESIDENT, PRESIDENT-ELECT, COUNCIL AND NOMINATING COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DRAFT COPY OF FORM 990 REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR'S CONTRACT IS REVIEWED EVERY FIVE YEARS BY MEMBERS OF BOD AND USING A COMPARABILITY STUDY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION'S 1023 AND 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0259993
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0274340
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0373083
IRS990/TotalAssetsEOYAmt0413137
IRS990/TotalAssetsGrp/BOYAmt0373083
IRS990/TotalAssetsGrp/EOYAmt0413137
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt045756
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05031
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05031
IRS990/TotalFunctionalExpensesGrp/TotalAmt010062
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt035649
IRS990/TotalLiabilitiesEOYAmt029467
IRS990/TotalLiabilitiesGrp/BOYAmt035649
IRS990/TotalLiabilitiesGrp/EOYAmt029467
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0337434
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0383670
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05031
IRS990/TotalProgramServiceRevenueAmt07797
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010690
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056446
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0373083
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0413137
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt077441
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0109330
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0UAF DEPT OF HISTORY605 GRUENING
IRS990/USAddress/CityNm0FAIRBANKS
IRS990/USAddress/StateAbbreviationCd0AK
IRS990/USAddress/ZIPCd0997756460
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.WESTERNHISTORYASSOCIATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z

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