Civic Intelligence

Western Association of Chamber Executive

EIN 95-2261640 • 501(c)6 • Santa Maria, CA

Profile

Promote and enhance the personal and professionl development of chamber executives in 18 western states and BC, Canada. Members receive services and information to assist them in performing as chamber professionals.

PO Box 6585Santa Maria, CA 93456

www.waceonline.com

Siviq Scores

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

Liabilities / Assets

55th percentile

0.07x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

27th percentile

-4.0%

Higher net margin than 27% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

37th percentile

-0.5%

Faster asset growth than 37% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

3.7%

Faster revenue growth than 47% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$319,986

Down $1,706 (-0.5%) from 2024

Liabilities

Up

$21,590

Up $21,590 from 2024

Net Assets

Down

$298,396

Down $23,296 (-7.2%) from 2024

Operations
Liabilities / Revenue48th percentileNet Margin27th percentile

Revenue

Up

$623,655

Up $22,146 (+3.7%) from 2024

Expenses

Down

$648,538

Down $79,953 (-11%) from 2024

Net Income

Up

-$24,883

Up $102,099 (+80%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$600K$400K$200K$0Assets 2012: $437,084Liabilities 2012: $0Net Assets 2012: $437,0842012Assets 2013: $400,042Liabilities 2013: $0Net Assets 2013: $400,0422013Assets 2014: $413,757Liabilities 2014: $0Net Assets 2014: $413,7572014Assets 2015: $425,653Liabilities 2015: $0Net Assets 2015: $425,6532015Assets 2016: $388,348Liabilities 2016: $0Net Assets 2016: $388,3482016Assets 2017: $406,030Liabilities 2017: $0Net Assets 2017: $406,0302017Assets 2018: $423,153Liabilities 2018: $0Net Assets 2018: $423,1532018Assets 2019: $427,316Liabilities 2019: $0Net Assets 2019: $427,3162019Assets 2020: $462,753Liabilities 2020: $0Net Assets 2020: $462,7532020Assets 2021: $523,855Liabilities 2021: $0Net Assets 2021: $523,8552021Assets 2022: $498,904Liabilities 2022: $0Net Assets 2022: $498,9042022Assets 2023: $448,991Liabilities 2023: $0Net Assets 2023: $448,9912023Assets 2024: $321,692Liabilities 2024: $0Net Assets 2024: $321,6922024Assets 2025: $319,986Liabilities 2025: $21,590Net Assets 2025: $298,3962025

Highlighted filing

2025

Assets$319,986
Liabilities$21,590
Net Assets$298,396
Open 2025 Filing

Operations Trend

Revenue Growth47th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $576,023Expenses 2012: $604,442Net Income 2012: -$28,4192012Revenue 2013: $520,051Expenses 2013: $557,474Net Income 2013: -$37,4232013Revenue 2014: $546,532Expenses 2014: $531,738Net Income 2014: $14,7942014Revenue 2015: $593,534Expenses 2015: $579,733Net Income 2015: $13,8012015Revenue 2016: $537,392Expenses 2016: $573,618Net Income 2016: -$36,2262016Revenue 2017: $554,457Expenses 2017: $536,585Net Income 2017: $17,8722017Revenue 2018: $560,967Expenses 2018: $543,259Net Income 2018: $17,7082018Revenue 2019: $606,191Expenses 2019: $602,028Net Income 2019: $4,1632019Revenue 2020: $571,726Expenses 2020: $536,734Net Income 2020: $34,9922020Revenue 2021: $306,941Expenses 2021: $246,474Net Income 2021: $60,4672021Revenue 2022: $562,990Expenses 2022: $584,578Net Income 2022: -$21,5882022Revenue 2023: $603,465Expenses 2023: $651,728Net Income 2023: -$48,2632023Revenue 2024: $601,509Expenses 2024: $728,491Net Income 2024: -$126,9822024Revenue 2025: $623,655Expenses 2025: $648,538Net Income 2025: -$24,8832025

Highlighted filing

2025

Revenue$623,655
Expenses$648,538
Net Income-$24,883
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$319,986
Liabilities
$21,590
Net assets
$298,396
Revenue
$623,655
Expenses
$648,538
Net income
-$24,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.22$2.98$6.24$6.49$0.25
2024Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$6.02$7.28$1.27
2023Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$6.03$6.52$0.48
2022Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$5.63$5.85$0.22
2021Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$3.07$2.46$0.60
2020Summary only. Only limited summary data is available for this year.$4.63$0.00$4.63$5.72$5.37$0.35
2019Summary only. Only limited summary data is available for this year.$4.27$0.00$4.27$6.06$6.02$0.04
2018Summary only. Only limited summary data is available for this year.$4.23$0.00$4.23$5.61$5.43$0.18
2017Summary only. Only limited summary data is available for this year.$4.06$0.00$4.06$5.54$5.37$0.18
2016Summary only. Only limited summary data is available for this year.$3.88$0.00$3.88$5.37$5.74$0.36
2015Summary only. Only limited summary data is available for this year.$4.26$0.00$4.26$5.94$5.80$0.14
2014Summary only. Only limited summary data is available for this year.$4.14$0.00$4.14$5.47$5.32$0.15
2013Summary only. Only limited summary data is available for this year.$4.00$0.00$4.00$5.20$5.57$0.37
2012Summary only. Only limited summary data is available for this year.$4.37$0.00$4.37$5.76$6.04$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$623,655
Mission and Program Overview

Mission

Promote and enhance the personal and professionl development of chamber executives in 18 western states and BC, Canada. Members receive services and information to assist them in performing as chamber professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$206,177$168,055▼ $38,122
Investments in Publicly Traded Securities$115,515$119,715▲ $4,200
Prepaid Expenses and Deferred Charges-$32,216-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$321,692$319,986▼ $1,706
Other Assets Total-$0-
Liabilities
Deferred Revenue-$20,570-
Other Liabilities-$1,532-
Accounts Payable and Accrued Expenses-$-512-
Total Liabilities$0$21,590▲ $21,590
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$321,692$298,396▼ $23,296
Total Net Assets Fund Balance$321,692$298,396▼ $23,296
Total Liabilities and Net Assets / Fund Balance$321,692$319,986▼ $1,706
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Kami WelchBoard Chair
John BrewerChair - Elect
Glenn MorrisPresident/CEO
Candace CarnahanVice Chair
Angie AndersonDirector
Ann HutchisonDirector
Bo HellamsDirector
Bob LinscheidDirector
Bridget DixsonDirector
Brittany Quick WarnerDirector
Deidre PetersonDirector
Donnette CarterDirector
Eli MatthewsDirector
Jim JohnsonDirector
Josh CrossDirector
Kristen MillerDirector
Mark CreffieldDirector
Mary Beth SewaldDirector
Michael NealDirector
Nancy Hoffman VanyekDirector
Patrick EllisDirector
Sheri HeineyDirector
Tallia HartDirector
Valerie Zizak-MoraisDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
CalChamberManagement FeesPO Box 1736, Sacramento, CA 95812-1736$175,547
HR Your WayHR & Payroll2605 Miller St 107, Santa Maria, CA 93455$174,547
L V G V LLCConference Expense12300 Las Vegas Blvd S, Henderson, NV 89044$133,451
RampCredit Card28 West 23rd Street Floor 2, New York, NY 10010-
Revenue and Support

Revenue Composition

Contributions and Grants
$204,278
Program Service Revenue
$416,764
Investment Income
$2,613
Other Revenue
$0
All Other Contributions
$3,920
Change in Net Assets
$-24,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$401,180
Salaries, Compensation, and Employee Benefits$175,118
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$335,144--$335,144
Other Salaries and Wages$120,000$30,000-$150,000
Benefits to Members$72,240--$72,240
Fees for Services Other$17,144$4,286-$21,430
Payroll Taxes$12,263$3,066-$15,329
Other Employee Benefits$7,831$1,958-$9,789
Information Technology$3,384$846-$4,230
Fees for Services Accounting$2,942$735-$3,677
Travel$2,092$523-$2,615
Insurance$2,041$510-$2,551
Office Expenses$1,450$362-$1,812
All Other Expenses$791$198-$989
Other Expenses$720$180-$900
Total Functional Expenses$590,301$58,237$0$648,538
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards$1,532
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
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

“All members possess voting rights to elect board members on an annual basis.”

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

“Form 990 was delivered to each board member for review and any questions were answered or clarified by management.”

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

“Signed receipt of conflict of interest policy is periodically required from officers and directors. Management is responsible for enforcement of policy.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Western Association of Chamber Executive
EIN
95-2261640
Phone
5599091012
Address
PO Box 6585, Santa Maria, CA 93456

Signing Officer

Name
Glenn Morris
Title
Director
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glenn Morris
Formed
1949
Legal Domicile
CA
Voting Board Members
27
Independent Board Members
27
Employees
0

Preparer

Firm
Sacramento Accounting & Advisory Group LLP
Address
1111 Exposition Blvd Ste 100, Sacramento, CA 95815
Preparer
Renea Wood EA
Phone
9169669366
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Line 12A:

“The financial statements were audited by an independent auditor but were prepared on the cash basis of account, not according to the generally accepted accounting principles.”

Raw XML AppendixShowing 400 of 583 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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