WESTERN STATES STRATEGIES (EIN 931316666) - 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

2001

Legal Domicile

Principal Officer

AMY HERZFELD-COPPLE

Phone

5032288866

Tax Period

2023-01-01 to 2023-12-31

WESTERN STATES STRATEGIES, founded in 2001, is a micro nonprofit in the Public & Societal Benefit sector that reported $801 in total revenue in fiscal year 2023. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $71K exceeded revenue, resulting in a 8709% operating deficit.

Mission

STRENGTHENING INCLUSIVE DEMOCRACY THROUGH NONPARTISAN EDUCATION AND ADVOCACY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $801

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $801

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,318

Fundraising Expenses $0

Program Expenses $70,081

Other Expenses $49,242

TOTAL EXPENSES $70,560

Year-over-Year Comparison

	2023	2022	Change
Revenue	$801	$328,769	-1.0%
Expenses	$70,560	$873,534	-0.9%
Net Income	$-69,759	$-544,765	-0.9%

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

N/A

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

$38,184

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIOTTA GARY-SMITH	CHAIR	0.50	Officer Director	$0	$0	$0
LECIA BROOKS	TREASURER	0.50	Officer Director	$0	$0	$0
LESLIE WARREN	DIRECTOR	0.50	Director	$0	$0	$0
EMMA JORDAN-SIMPSON	DIRECTOR	0.50	Director	$0	$0	$0
MARY MORTEN	DIRECTOR	0.50	Director	$0	$0	$0
AMY HERZFELD-COPPLE	EXECUTIVE DI	5.00	Officer	$2,054	$0	$38,184

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	No data	No data	No data	No data
2023	$801	$70,560	$245,413	$-69,759
2022	$328,769	$873,534	$903,273	$-544,765
2021	$56,377	$175,885	$950,137	$-119,508
2021	$56,377	$175,885	$950,137	$-119,508
2020	$864,100	$20,687	$914,316	$843,413
2020	$864,100	$419	$914,316	$863,681

WESTERN STATES STRATEGIES