WESTERN MUSEUMS ASSOCIATION (EIN 237312905) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

ROBERT CARAGHER

Phone

7074334701

Tax Period

2024-01-01 to 2024-12-31

WESTERN MUSEUMS ASSOCIATION, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $352K in total revenue in fiscal year 2024. Expenses of $322K left a modest 9% surplus.

Mission

THE WESTERN MUSEUMS ASSOCIATION IS AN ASSOCIATION OF MUSEUM PROFESSIONALS DEDICATED TO PROVIDING TRAINING AND EDUCATIONAL PROGRAMS IN THE STATES OF ALASKA, ARIZONA, CALIFONIA, HAWAII, IDHAO, NEVADA, OREGON, UTAH, AND WASHINGTON. THE ASSOCIATION ALSO SERVES MUSEUM PROFESSIONALS FROM OTHER STATES AND FOREIGN COUNTRIES. SERVICES ARE PROVIDED PRIMARILY BY AN ANNUAL CONFERENCE FEATURING MORE THAN 50 PROGRAM SESSIONS AND WORKSHOPS, TRAINING OPPORTUNITIES CONDUCTED INDEPENDENTLY OF THE ANNUAL CONFERENCE, AND COMMUNICATION OPPORTUNITIES THROUGH OUR WEBSITE, BLOG, AND SOCIAL MEDIA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $99,981

Program Service Revenue $213,335

Investment Income $3

Other Revenue $39,016

TOTAL REVENUE $352,335

Expense Breakdown

Grants Paid $2,275

Salaries & Benefits $122,280

Fundraising Expenses $0

Program Expenses $295,081

Other Expenses $197,371

TOTAL EXPENSES $321,926

Year-over-Year Comparison

	2024	2023	Change
Revenue	$352,335	$327,202	+0.1%
Expenses	$321,926	$310,548	+0.0%
Net Income	$30,409	$16,654	+0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT CARAGHER	TREASURER	1.00	Officer Director	$0	$0	$0
DAN CLEVENGER	DIRECTOR	1.00	Director	$0	$0	$0
CELINA COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
CHLOE DOUCETTE	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE EGAN-HEDLEY	DIRECTOR	1.00	Director	$0	$0	$0
MEALNIE FALES	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER FANG	VP OF DIVERSITY	1.00	Officer Director	$0	$0	$0
GIDEON GERLT	DIRECTOR	1.00	Director	$0	$0	$0
DEVON HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
ARIEL HAMMOND	DIRECTOR	1.00	Director	$0	$0	$0
LYDIA HEINS	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA HORTA	DIRECTOR	1.00	Director	$0	$0	$0
DOUG JENZEN	VP OF MEMBERSHIP	1.00	Officer Director	$0	$0	$0
JOHANNA JONES	DIRECTOR	1.00	Director	$0	$0	$0
NOELLE KAHANU	PRESIDENT	2.00	Officer Director	$0	$0	$0
TIM LEE	DIRECTOR	1.00	Director	$0	$0	$0
GAIL MANDEL	DIRECTOR	1.00	Director	$0	$0	$0
MATT MATTICE	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN MIHALKO	DIRECTOR	1.00	Director	$0	$0	$0
LORIE MILLWARD	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
BARRON ODA	DIRECTOR	1.00	Director	$0	$0	$0
AMY OPPIO	DIRECTOR	1.00	Director	$0	$0	$0
CARLOS ORTEGA	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE PETERSEN	DIRECTOR	1.00	Director	$0	$0	$0
BART SHIVELY	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE SIFUENTES	DIRECTOR	1.00	Director	$0	$0	$0
KOVEN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
NIKI STEWART	SECRETARY	1.00	Officer Director	$0	$0	$0
HALLY SWIFT	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD TEPPORN	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY WILMOTH	VP OF PROGRAMMING	1.00	Officer Director	$0	$0	$0
JEANETTE WOODBURN	DIRECTOR	1.00	Director	$0	$0	$0
KUROSH YAHYAI	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$352,335	$321,926	$193,355	$30,409
2023	$327,202	$310,548	$157,110	$16,654
2022	$268,881	$261,090	$137,409	$7,791
2021	$138,928	$144,968	$129,055	$-6,040
2020	$81,708	$159,991	$136,226	$-78,283
2019	$266,195	$271,469	$211,048	$-5,274
2018	$352,197	$319,710	$217,328	$32,487

WESTERN MUSEUMS ASSOCIATION