Civic Intelligence

Western States Treasurers' Association

990EZ • Fiscal year 2015 • EIN 93-1043237

Dec 01, 2014 to Nov 30, 2015 • Filed on Oct 13, 2016

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

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-3454%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

15th percentile

-21%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-35%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$100,769

Down $27,235 (-21%) from 2014

Net Assets

Down

$100,769

Down $23,173 (-19%) from 2014

Liabilities

Down

$0

Down $4,062 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin1st percentile

Revenue

Down

$671

Down $358 (-35%) from 2014

Expenses

Up

$23,844

Up $7,467 (+46%) from 2014

Net Income

Down

-$23,173

Down $7,825 (-51%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2015

Assets$100,769
Liabilities$0
Net Assets$100,769
Open 2015 Filing

Operations Trend

Revenue Growth8th 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

2015

Revenue$671
Expenses$23,844
Net Income-$23,173
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Oct 13, 2016
Return Version
2014v6.0
Gross Receipts
$671
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$22,961
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

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

Filer

Filer Name
WESTERN STATES TREASURERS' ASSOCIATION
EIN
93-1043237
Phone
8015381042
Address
215 STATE CAPITOL BUILDING NO 180, SALT LAKE CITY, UT 84114

Signing Officer

Name
Richard Ellis
Title
Treasurer
Phone
8015381042
Signed
2016-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Tanner LLC
Address
36 S STATE STREET SUITE 600, SALT LAKE CITY, UT 84111
Preparer
David Sperry
Phone
8015327444
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 671.”

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

“Description: scholarship fund. Amount: 22,961. Description: other expense. Amount: 33. Total to form 990-ez, line 16: 22,994.”

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

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

Raw XML Appendix103 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/BusinessNameLine1Txt0RICHARD K ELLIS
IRS990EZ/BooksInCareOfDetail/PhoneNum08015381042
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0350 N STATE STREET SUITE 180
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALT LAKE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0841142315
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0128004
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0100769
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-23173
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0850
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0128004
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0100769
IRS990EZ/GrossReceiptsAmt0671
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0123942
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0100769
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0123942
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0100769
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/OtherExpensesTotalAmt022994
IRS990EZ/OtherRevenueTotalAmt0671
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/ProgramServiceExpensesAmt022961
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04062
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt023844
IRS990EZ/TotalProgramServiceExpensesAmt022961
IRS990EZ/TotalRevenueAmt0671
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 671.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIP FUND. AMOUNT: 22,961. DESCRIPTION: OTHER EXPENSE. AMOUNT: 33. TOTAL TO FORM 990-EZ, LINE 16: 22,994.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER CURRENT LIABILITIES. BEG. OF YEAR AMOUNT: 4,062. END OF YEAR AMOUNT: 0.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD ELLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08015381042
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN STATES TREASURERS' ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0931043237
ReturnHeader/Filer/PhoneNum08015381042
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 STATE CAPITOL BUILDING NO 180
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084114
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202253063
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TANNER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 S STATE STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084111
ReturnHeader/PreparerPersonGrp/PhoneNum08015327444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SPERRY
ReturnHeader/ReturnTs02016-10-17T23:24:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,769
Liabilities
$0
Net assets
$100,769
Revenue
$671
Expenses
$23,844
Net income
-$23,173
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