Civic Intelligence

Fort Walla Walla Museum Walla Walla

EIN 91-6070983 • 501(c)3 • Walla Walla, WA

Profile

To assist the growth and preservation of the history of the walla walla valley.

755 NE Myra RoadWalla Walla, WA 99362

fortwallawallamuseum.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$104,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

5.7%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

7.9%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,178,923

Up $171,630 (+5.7%) from 2023

Liabilities

Down

$15,525

Down $2,167 (-12%) from 2023

Net Assets

Up

$3,163,398

Up $173,797 (+5.8%) from 2023

Revenue

Up

$814,941

Up $59,953 (+7.9%) from 2023

Expenses

Up

$665,355

Up $19,906 (+3.1%) from 2023

Net Income

Up

$149,586

Up $40,047 (+37%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,389,665Liabilities 2010: $7,307Net Assets 2010: $3,382,3582010Assets 2011: $3,359,249Liabilities 2011: $38,144Net Assets 2011: $3,321,1052011Assets 2012: $3,269,360Liabilities 2012: $10,662Net Assets 2012: $3,258,6982012Assets 2013: $3,198,643Liabilities 2013: $8,992Net Assets 2013: $3,189,6512013Assets 2014: $3,133,397Liabilities 2014: $25,398Net Assets 2014: $3,107,9992014Assets 2015: $3,027,045Liabilities 2015: $13,437Net Assets 2015: $3,013,6082015Assets 2016: $2,988,252Liabilities 2016: $25,158Net Assets 2016: $2,963,0942016Assets 2017: $3,002,030Liabilities 2017: $56,171Net Assets 2017: $2,945,8592017Assets 2018: $2,833,810Liabilities 2018: $47,342Net Assets 2018: $2,786,4682018Assets 2019: $2,740,246Liabilities 2019: $46,694Net Assets 2019: $2,693,5522019Assets 2020: $2,806,327Liabilities 2020: $125,236Net Assets 2020: $2,681,0912020Assets 2021: $2,942,695Liabilities 2021: $12,054Net Assets 2021: $2,930,6412021Assets 2022: $2,831,308Liabilities 2022: $10,938Net Assets 2022: $2,820,3702022Assets 2023: $3,007,293Liabilities 2023: $17,692Net Assets 2023: $2,989,6012023Assets 2024: $3,178,923Liabilities 2024: $15,525Net Assets 2024: $3,163,3982024

Highlighted filing

2024

Assets$3,178,923
Liabilities$15,525
Net Assets$3,163,398

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $539,633Expenses 2010: $431,201Net Income 2010: $108,4322010Revenue 2011: $516,959Expenses 2011: $593,345Net Income 2011: -$76,3862011Revenue 2012: $461,384Expenses 2012: $548,547Net Income 2012: -$87,1632012Revenue 2013: $536,677Expenses 2013: $626,249Net Income 2013: -$89,5722013Revenue 2014: $511,596Expenses 2014: $593,248Net Income 2014: -$81,6522014Revenue 2015: $497,845Expenses 2015: $592,236Net Income 2015: -$94,3912015Revenue 2016: $488,055Expenses 2016: $582,136Net Income 2016: -$94,0812016Revenue 2017: $576,951Expenses 2017: $672,380Net Income 2017: -$95,4292017Revenue 2018: $622,153Expenses 2018: $719,425Net Income 2018: -$97,2722018Revenue 2019: $451,606Expenses 2019: $544,523Net Income 2019: -$92,9172019Revenue 2020: $387,805Expenses 2020: $539,494Net Income 2020: -$151,6892020Revenue 2021: $678,855Expenses 2021: $536,704Net Income 2021: $142,1512021Revenue 2022: $611,870Expenses 2022: $643,622Net Income 2022: -$31,7522022Revenue 2023: $754,988Expenses 2023: $645,449Net Income 2023: $109,5392023Revenue 2024: $814,941Expenses 2024: $665,355Net Income 2024: $149,5862024

Highlighted filing

2024

Revenue$814,941
Expenses$665,355
Net Income$149,586

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.02$3.16$0.81$0.67$0.15
2023Summary only. Only limited summary data is available for this year.$3.01$0.02$2.99$0.75$0.65$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.01$2.82$0.61$0.64$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.01$2.93$0.68$0.54$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.13$2.68$0.39$0.54$0.15
2019Summary only. Only limited summary data is available for this year.$2.74$0.05$2.69$0.45$0.54$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.05$2.79$0.62$0.72$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.06$2.95$0.58$0.67$0.10
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.03$2.96$0.49$0.58$0.09
2015Summary only. Only limited summary data is available for this year.$3.03$0.01$3.01$0.50$0.59$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.03$3.11$0.51$0.59$0.08
2013Summary only. Only limited summary data is available for this year.$3.20$0.01$3.19$0.54$0.63$0.09
2012Summary only. Only limited summary data is available for this year.$3.27$0.01$3.26$0.46$0.55$0.09
2011Summary only. Only limited summary data is available for this year.$3.36$0.04$3.32$0.52$0.59$0.08
2010Summary only. Only limited summary data is available for this year.$3.39$0.01$3.38$0.54$0.43$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$842,863
Mission and Program Overview

Mission

To assist the growth and preservation of the history of the walla walla valley.

To deepen the sense of community within the walla walla region by safekeeping the past, informing the present, and shaping our future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,920,372$1,868,001▼ $52,371
Savings and Temporary Cash Investments$509,478$575,447▲ $65,969
Cash and Non-Interest-Bearing Accounts$263,471$333,516▲ $70,045
Inventories for Sale or Use$37,982$35,426▼ $2,556
Accounts Receivable$16,058$10,128▼ $5,930
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,007,293$3,178,923▲ $171,630
Other Assets Total$259,932$356,405▲ $96,473
Liabilities
Accounts Payable and Accrued Expenses$17,692$15,525▼ $2,167
Total Liabilities$17,692$15,525▼ $2,167
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,521,894$2,578,689▲ $56,795
Net Assets With Donor Restrictions$467,707$584,709▲ $117,002
Total Net Assets Fund Balance$2,989,601$3,163,398▲ $173,797
Total Liabilities and Net Assets / Fund Balance$3,007,293$3,178,923▲ $171,630

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,523,477$874,337$2,397,814
Leasehold Improvements$324,837$871,902$1,196,739
Equipment$17,818$108,367$126,185
Other Land Buildings$1,869$9,542$11,411
Other Assets Org$356,405--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$258,911$68,585▲ $39,402$8,617$356,405
2023$107,369$127,056▲ $30,065$2,142$258,911
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James H PayneExecutive DirectorFT$104,000$104,000

Board Members and Trustees

NameTitle
Anne HaleyPresident
Nancy RiggleVice President
Debbie DumontDirector
Dee Ann BeaulaurierDirector
Gary PontiDirector
Jim PetersonDirector
Larry NelsonDirector
Joanne MartinSecretary
Jock EdwardsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$623,197
Program Service Revenue
$95,570
Investment Income
$26,110
Other Revenue
$70,064
All Other Contributions
$477,512
Change in Net Assets
$149,586
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$409,093
Other Expenses$256,262
Total Fundraising Expense$25,735
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$308,670$36,279$17,839$362,788
Depreciation Depletion$92,421$10,269-$102,690
Occupancy$39,285$14,030$2,806$56,121
Payroll Taxes$26,061$3,066$1,533$30,660
Fees for Services Accounting$19,845$7,087$1,418$28,350
Advertising$18,235--$18,235
Other Employee Benefits$13,298$1,564$783$15,645
Office Expenses$9,219$3,293$658$13,170
Fees for Services Other$6,082--$6,082
Fees for Service Investment Mgmnt Fees-$1,876-$1,876
Travel$1,681--$1,681
Other Expenses$1,090$389$78$1,557
All Other Expenses-$887-$887
Total Functional Expenses$557,788$81,832$25,735$665,355
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 35% controlled entity
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
Yes
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 6

The organization has different levels of membership based on the price paid by each member for the annual membership.

Form 990, Part VI, Section B, Line 11B

THE FORM 990 IS REVIEWED AND APPROVED BY THE FULL BOARD BEFORE SIGNING THE FORM 8879-TE AND ELECTRONICALLY SUBMITTING TO THE FORM 990 TO THE IRS. HOWEVER, IN CERTAIN CIRCUMSTANCES, IT CAN BE REVIEWED AND APPROVED BY THE TREASURER, PRESIDENT, OR EXECUTIVE DIRECTOR BEFORE THE fORM 8879-TE IS SIGNED AND ELECTRONICALLY SUBMITTED TO THE IRS.

Form 990, Part VI, Section B, Line 12C

The board monitors and enforces any conflict of interests at each monthly meeting by asking each board membmer if they have any conflicts with any item being addressed at the meeting.

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

The compensation committee annually reviews the compensation paid to the executive director before approving the executive directors compensation package. All other employee compensation is determined by the executive director then approved by the board.

Form 990, Part VI, Section C, Line 19

All governing documents, organization policies, and financial information that are allowed to be disclosed under irs regulations and washington state law are available upon request at the organization's office.

Filing and Contact Details

Filer

Filer Name
Fort Walla Walla Museum Walla Walla
EIN
91-6070983
Phone
5095257703
Address
755 NE Myra Road, Walla Walla, WA 99362

Signing Officer

Name
Anne Haley
Title
President
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Haley
Formed
1957
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
12
Volunteers
120

Preparer

Firm
Patton & Associates LLC
Address
30 W Main Suite 306 - PO Box 947, WALLA WALLA, WA 99362
Preparer
Bradley C Patton
Phone
5095254200
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Endowment funds are used to further extend the exempt function of the Organization in supporting the growth and history of the Walla Walla Valley.

Raw XML AppendixShowing 400 of 503 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015525
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IRS990/AccountsReceivableGrp/EOYAmt010128
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO DEEPEN THE SENSE OF COMMUNITY WITHIN THE WALLA WALLA REGION BY SAFEKEEPING THE PAST, INFORMING THE PRESENT, AND SHAPING OUR FUTURE.
IRS990/AdvertisingGrp/ProgramServicesAmt018235
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IRS990/BooksInCareOfDetail/PhoneNum05065257703
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0755 NE Myra Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Walla Walla
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd099362
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt027922
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0623197
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IRS990/CYInvestmentIncomeAmt026110
IRS990/CYOtherExpensesAmt0256262
IRS990/CYOtherRevenueAmt070064
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmploymentTaxReturnsFiledInd0true
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IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm4Jim Peterson
IRS990/Form990PartVIISectionAGrp/PersonNm5Gary Ponti
IRS990/Form990PartVIISectionAGrp/PersonNm6Anne Haley
IRS990/Form990PartVIISectionAGrp/PersonNm7Nancy Riggle
IRS990/Form990PartVIISectionAGrp/PersonNm8Joanne Martin
IRS990/Form990PartVIISectionAGrp/PersonNm9Jock Edwards
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
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