Civic Intelligence

Fort Walla Walla Museum Walla Walla Valley Historical Society

990 • Fiscal year 2016 • EIN 91-6070983

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

755 Myra RoadWalla Walla, WA 99362

(509) 525-7703

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.05x

Higher debt load relative to revenue than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.3%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-2.0%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,988,252

Down $38,793 (-1.3%) from 2015

Net Assets

Down

$2,963,094

Down $50,514 (-1.7%) from 2015

Liabilities

Up

$25,158

Up $11,721 (+87%) from 2015

Revenue

Down

$488,055

Down $9,790 (-2.0%) from 2015

Expenses

Down

$582,136

Down $10,100 (-1.7%) from 2015

Net Income

Up

-$94,081

Up $310 (+0.3%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$2,988,252
Liabilities$25,158
Net Assets$2,963,094

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$488,055
Expenses$582,136
Net Income-$94,081
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$526,106
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,474,501$2,379,366▼ $95,135
Cash and Non-Interest-Bearing Accounts$295,920$310,835▲ $14,915
Inventories for Sale or Use$29,422$27,705▼ $1,717
Savings and Temporary Cash Investments$2,145$22,146▲ $20,001
Total Assets$3,027,045$2,988,252▼ $38,793
Other Assets Total$225,057$248,200▲ $23,143
Liabilities
Other Liabilities$6,362$22,687▲ $16,325
Accounts Payable and Accrued Expenses$7,075$2,471▼ $4,604
Total Liabilities$13,437$25,158▲ $11,721
Net Assets / Fund Balance
Unrestricted Net Assets$2,839,176$2,734,776▼ $104,400
Temporarily Rstr Net Assets$91,727$132,830▲ $41,103
Permanently Rstr Net Assets$82,705$95,488▲ $12,783
Total Net Assets Fund Balance$3,013,608$2,963,094▼ $50,514
Total Liabilities and Net Assets / Fund Balance$3,027,045$2,988,252▼ $38,793

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$-1,096,145$1,096,145-
Other Assets Org$95,488--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$401,316
Program Service Revenue
$32,026
Investment Income
$30,815
Other Revenue
$23,898
All Other Contributions
$401,316
Change in Net Assets
$-94,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$381,386
Other Expenses$200,750
Total Fundraising Expense$14,766
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$299,933$32,041$7,042$339,016
Depreciation Depletion$95,605--$95,605
Payroll Taxes$31,051$3,462$721$35,234
All Other Expenses$25,620$6,078$2,432$34,130
Occupancy$13,210$3,669$1,468$18,347
Other Expenses$6,388$1,774$710$8,872
Other Employee Benefits$6,289$701$146$7,136
Fees for Services Accounting$2,160$600$240$3,000
Total Functional Expenses$514,027$53,343$14,766$582,136
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
Other Loan Payable$20,000
Payroll Taxes$2,687
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Page 6, Part VI, Line 11B

Irs form 990 is reviewed by cpa preparer and management before signing and submission to irs.

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

Enforced by board of directors.

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

Reviewed by compensation committee.

Form 990, Page 6, Part VI, Line 19

Available upon request at organization office.

Filing and Contact Details

Filer

Filer Name
Fort Walla Walla Museum Walla Walla
EIN
91-6070983
Phone
5095257703
Address
755 MYRA ROAD, WALLA WALLA, WA 99362

Signing Officer

Name
Linda Emmerson
Title
President
Phone
5095257703
Signed
2017-05-15

Organization Details

Principal Officer
Linda Emmerson
Formed
1957
Legal Domicile
Wa
Voting Board Members
13
Independent Board Members
13
Employees
14

Preparer

Firm
D L Hopson CPA Pllc
Address
450 VALLEY CHAPEL RD, WALLA WALLA, WA 99362-7214
Preparer
Daryl L Hopson
Phone
5095251664
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Variety of services including tours of museum and special events.

Form 990, Part XI, Line 9

Increase in temporary restricted net assets 43,567

Raw XML AppendixShowing 400 of 428 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.

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032026
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0395119
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt032625
IRS990/PYOtherExpensesAmt0233525
IRS990/PYOtherRevenueAmt035475
IRS990/PYProgramServiceRevenueAmt034626
IRS990/PYRevenuesLessExpensesAmt0-94391
IRS990/PYSalariesCompEmpBnftPaidAmt0358711
IRS990/PYTotalExpensesAmt0592236
IRS990/PYTotalRevenueAmt0497845
IRS990/ReconcilationRevenueExpnssAmt0-94081
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02145
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022146
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 260,691
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0401316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0395119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0417778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0457854
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0380952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02053019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030815
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032625
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt030229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024762
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023722
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0142153
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt037895
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt056080
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt083300
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt066191
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt052680
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt058520
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0316771
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81730
IRS990ScheduleA/PublicSupportPY170Pct00.82010
IRS990ScheduleA/PublicSupportTotal170Amt02053019
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0401316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0395119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0417778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0457854
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0380952
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02053019
IRS990ScheduleA/TotalSupportAmt02511943
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0152712
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt195488
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BOARD DESIGNATED INVESTMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ENDOWMENTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-1096145
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01096145
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12687
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LOAN PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0-1096145
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0248200
IRS990ScheduleD/TotalLiabilityAmt022687
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIETY OF SERVICES INCLUDING TOURS OF MUSEUM AND SPECIAL EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IRS FORM 990 IS REVIEWED BY CPA PREPARER AND MANAGEMENT BEFORE SIGNING AND SUBMISSION TO IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ENFORCED BY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED BY COMPENSATION COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST AT ORGANIZATION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INCREASE IN TEMPORARY RESTRICTED NET ASSETS 43,567
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt091727
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0132830
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03027045
IRS990/TotalAssetsEOYAmt02988252
IRS990/TotalAssetsGrp/BOYAmt03027045
IRS990/TotalAssetsGrp/EOYAmt02988252
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0401316
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014766
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt053343
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0514027
IRS990/TotalFunctionalExpensesGrp/TotalAmt0582136
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013437
IRS990/TotalLiabilitiesEOYAmt025158
IRS990/TotalLiabilitiesGrp/BOYAmt013437
IRS990/TotalLiabilitiesGrp/EOYAmt025158
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03013608
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02963094
IRS990/TotalProgramServiceExpensesAmt0514027
IRS990/TotalProgramServiceRevenueAmt032026
IRS990/TotalRevenueGrp/ExclusionAmt048844
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037895
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0488055
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03027045
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02988252
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02839176
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02734776
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0940 SE CREEKSIDE DR
IRS990/USAddress/CityNm0COLLEGE PLACE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd099324
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0FORTWALLAWALLAMUSEUM.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA EMMERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT

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.$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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits