Civic Intelligence

Western States Treasurers' Association

990EZ • Fiscal year 2018 • EIN 93-1043237

Dec 01, 2017 to Nov 30, 2018 • Filed on Jul 16, 2019

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

33rd percentile

-3.8%

Higher net margin than 33% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

1356%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$63,815

Down $544 (-0.8%) from 2017

Net Assets

Down

$63,815

Down $544 (-0.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin33rd percentile

Revenue

Up

$14,356

Up $13,370 (+1356%) from 2017

Expenses

Up

$14,900

Up $645 (+4.5%) from 2017

Net Income

Up

-$544

Up $12,725 (+96%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2018

Assets$63,815
Liabilities$0
Net Assets$63,815
Open 2018 Filing

Operations Trend

Revenue Growth100th 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

2018

Revenue$14,356
Expenses$14,900
Net Income-$544
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Jul 16, 2019
Return Version
2017v2.3
Gross Receipts
$14,356
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$12,415
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HON BETH PEARCEPresident-$0--
HON DEBORAH GOLDBERGSecretary/Treasurer-$0--
DAVID DAMSCHENVice President-$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
David Damschen
Title
Treasurer
Phone
8015381042
Signed
2019-07-16
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Description: interest income. Amount: 1,372.”

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

“Description: scholarship fund. Amount: 12,415. Description: other expenses. Amount: 1,635. Total to form 990-ez, line 16: 14,050.”

Raw XML Appendix109 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/BusinessNameLine1Txt0DAVID DAMSCHEN
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/BOYAmt064359
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063815
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-544
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0850
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064359
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063815
IRS990EZ/GrossReceiptsAmt014356
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064359
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063815
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064359
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063815
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/PersonNm0HON BETH PEARCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HON DEBORAH GOLDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID DAMSCHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt014050
IRS990EZ/OtherRevenueTotalAmt01372
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION - NATIONAL CONFERENCES
IRS990EZ/ProgramServiceRevenueAmt012984
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/ProgramServiceExpensesAmt012415
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt014900
IRS990EZ/TotalProgramServiceExpensesAmt012415
IRS990EZ/TotalRevenueAmt014356
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,372.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIP FUND. AMOUNT: 12,415. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,635. TOTAL TO FORM 990-EZ, LINE 16: 14,050.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID DAMSCHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08015381042
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-16
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/FilingSecurityInformation/AtSubmissionCreationDeviceId059E00DEAEB205EFADCAA823985DD9DA5DD04D7C1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0147812D1FFD975B11EBF01FB95AF69EEFB0AC810
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.218.219.130
ReturnHeader/FilingSecurityInformation/IPDt02019-07-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm015:47:40
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/PreparerPersonNm0MARC A METCALF
ReturnHeader/ReturnTs02019-07-22T11:27:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,815
Liabilities
$0
Net assets
$63,815
Revenue
$14,356
Expenses
$14,900
Net income
-$544
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
2018Detailed filing. Detailed filing data is available for this year.$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