Civic Intelligence

Western States Treasurers' Association

990EZ • Fiscal year 2014 • EIN 93-1043237

Dec 01, 2013 to Nov 30, 2014 • Filed on Oct 10, 2015

Organization ProfileN/A
215 State Capitol Building No 180Salt Lake City, UT 84114

(801) 538-1042

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.03x

Higher debt load relative to assets than 63% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

100th percentile

3.95x

Higher debt load relative to revenue than 100% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-1492%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

28th percentile

-8.1%

Faster asset growth than 28% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$128,004

Down $11,286 (-8.1%) from 2013

Net Assets

Down

$123,942

Down $15,348 (-11%) from 2013

Liabilities

Up

$4,062

Up $4,062 from 2013

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Up

$1,029

Up $122 (+13%) from 2013

Expenses

Down

$16,377

Down $16,448 (-50%) from 2013

Net Income

Up

-$15,348

Up $16,570 (+52%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$300K$200K$100K$0Assets 2011: $215,354Liabilities 2011: $1,6102011Assets 2012: $176,214Liabilities 2012: $5,006Net Assets 2012: $171,2082012Assets 2013: $139,290Liabilities 2013: $0Net Assets 2013: $139,2902013Assets 2014: $128,004Liabilities 2014: $4,062Net Assets 2014: $123,9422014Assets 2015: $100,769Liabilities 2015: $0Net Assets 2015: $100,7692015Assets 2016: $77,628Liabilities 2016: $0Net Assets 2016: $77,6282016Assets 2017: $64,359Liabilities 2017: $0Net Assets 2017: $64,3592017Assets 2018: $63,815Liabilities 2018: $0Net Assets 2018: $63,8152018Assets 2019: $32,483Liabilities 2019: $315Net Assets 2019: $32,1682019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2014

Assets$128,004
Liabilities$4,062
Net Assets$123,942
Open 2014 Filing

Operations Trend

Revenue Growth72nd percentile

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

$50K$0-$50KRevenue 2011: $1,303Expenses 2011: $36,015Net Income 2011: -$34,7122011Revenue 2012: $1,493Expenses 2012: $44,029Net Income 2012: -$42,5362012Revenue 2013: $907Expenses 2013: $32,825Net Income 2013: -$31,9182013Revenue 2014: $1,029Expenses 2014: $16,377Net Income 2014: -$15,3482014Revenue 2015: $671Expenses 2015: $23,844Net Income 2015: -$23,1732015Revenue 2016: $839Expenses 2016: $23,980Net Income 2016: -$23,1412016Revenue 2017: $986Expenses 2017: $14,255Net Income 2017: -$13,2692017Revenue 2018: $14,356Expenses 2018: $14,900Net Income 2018: -$5442018Revenue 2019: $1,353Expenses 2019: $33,000Net Income 2019: -$31,6472019Revenue 2020: $299Expenses 2020: $32,467Net Income 2020: -$32,1682020

Highlighted filing

2014

Revenue$1,029
Expenses$16,377
Net Income-$15,348
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Oct 10, 2015
Return Version
2013v4.0
Gross Receipts
$5,459
Mission and Program Overview

Mission

Education - national conferences

Program Services

DescriptionGrantsExpenses
ANNUAL CONFERENCES WHICH FOSTER OPEN DIALOGUE AMONG STATE TREASURERS AND MEMBERS OF THE FINANCIAL COMMUNITY. PROVIDE EDUCATION AND SCHOLARSHIP OPPORTUNITIES.$0$20,777
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK GORDONPresident-$0--
TED WHEELERVice President-$0--
RICHARD K ELLISSecretary/Treasurer-$0--
Filing and Contact Details

Filer

EIN
93-1043237
Phone
8015381042

Signing Officer

Name
Richard Ellis
Title
Treasurer
Phone
8015381042
Signed
2015-10-10
Discuss with paid preparer
Yes

Preparer

Preparer
David Sperry
Phone
8015327444
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 659.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: scholarship fund. Amount: 15,497. Description: other expense. Amount: 30. Total to form 990-ez, line 16: 15,527.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: other current liabilities. Beg. Of year amount: 0. End of year amount: 4,062.”

Raw XML Appendix106 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10RICHARD K ELLIS
IRS990EZ/BooksInCareOfDetail/PhoneNum08015381042
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10350 N STATE STREET SUITE 180
IRS990EZ/BooksInCareOfDetail/USAddress/City0SALT LAKE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/State0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0841142315
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139290
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0128004
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-15348
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0850
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0139290
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0128004
IRS990EZ/FundraisingGrossIncomeAmt04800
IRS990EZ/GrossReceiptsAmt05459
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139290
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0123942
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0139290
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0123942
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TED WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD K ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt015527
IRS990EZ/OtherRevenueTotalAmt0659
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION - NATIONAL CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL CONFERENCES WHICH FOSTER OPEN DIALOGUE AMONG STATE TREASURERS AND MEMBERS OF THE FINANCIAL COMMUNITY. PROVIDE EDUCATION AND SCHOLARSHIP OPPORTUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020777
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04430
IRS990EZ/SpecialEventsNetIncomeLossAmt0370
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04062
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt016377
IRS990EZ/TotalProgramServiceExpensesAmt020777
IRS990EZ/TotalRevenueAmt01029
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 659.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIP FUND. AMOUNT: 15,497. DESCRIPTION: OTHER EXPENSE. AMOUNT: 30. TOTAL TO FORM 990-EZ, LINE 16: 15,527.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER CURRENT LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,062.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD ELLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08015381042
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10WESTERN STATES TREASURERS' ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0931043237
ReturnHeader/Filer/PhoneNum08015381042
ReturnHeader/Filer/USAddress/AddressLine10215 STATE CAPITOL BUILDING NO 180
ReturnHeader/Filer/USAddress/City0SALT LAKE CITY
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084114
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202253063
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TANNER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1036 S STATE STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode084111
ReturnHeader/PreparerPersonGrp/PhoneNum08015327444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SPERRY
ReturnHeader/ReturnTs02015-10-13T12:30:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-12-01
ReturnHeader/TaxPeriodEndDt02014-11-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$128,004
Liabilities
$4,062
Net assets
$123,942
Revenue
$1,029
Expenses
$16,377
Net income
-$15,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.32$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.01$0.33$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.14$0.15$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.01$0.14$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.01$0.24$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.01$0.24$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.04$1.24$0.01$0.16$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.01$0.33$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.05$1.71$0.01$0.44$0.43
2011Summary only. Only limited summary data is available for this year.$2.15$0.02$0.01$0.36$0.35