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← WESTERN STATE STRATEGIES

Form 990 for tax year 2024

Filed by WESTERN STATE STRATEGIES.

Totals

Total revenue
$208,010
Total expenses
$226,228
Contributions and grants received
$206,510
Grants paid
$0
Program service revenue
$1,500
Investment income
$0
Other revenue
$0
Total assets, end of year
$253,934
Total liabilities, end of year
$112,138
Net assets or fund balances, end of year
$141,796
Program services expenses (Part IX)
$215,026
Management and general expenses
$122
Fundraising expenses
$11,080
Program service expenses (Part III)
$215,026

Program services were 95.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $206,510

  • 2a · Program service revenue: PROGRAM SERVICE REVENU

    total $1,500 · related or exempt $1,500

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $6,427 · program services $6,427

  • 7 · Other salaries and wages

    total $11,746 · program services $11,746

  • 8 · Pension plan contributions

    total $209 · program services $209

  • 9 · Other employee benefits

    total $577 · program services $577

  • 10 · Payroll taxes

    total $1,535 · program services $1,535

  • 11b · Fees: legal

    total $700 · program services $700

  • 11c · Fees: accounting

    total $788 · program services $788

  • 11g · Fees: other

    total $153,750 · program services $153,750

  • 13 · Office expenses

    total $41,987 · program services $31,164 · management and general $50 · fundraising $10,773

  • 24a · Other expenses: OTHER OPERATING EXPENSE

    total $8,509 · program services $8,130 · management and general $72 · fundraising $307

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $229,650 · end of year $249,538

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,763 · end of year $4,396

  • 25 · Other liabilities

    beginning of year $85,397 · end of year $112,138

  • 27 · Net assets without donor restrictions

    beginning of year $160,016 · end of year $141,796

Mission and programs · 2024

Mission

STRENGTHENING INCLUSIVE DEMOCRACY THROUGH NONPARTISAN EDUCATION ANDADVOCACY.

Activities or mission (Part I)

STRENGTHENING INCLUSIVE DEMOCRACY THROUGH NONPARTISAN EDUCATION AND ADVOCACY.

  • MOMENTUM: EQUIPPING COMMUNITIES AND INSTITUTIONS TO BE RESILIENT IN THE FACE OR ORGANIZED BIGOTRY, THE MOMENTUM PROGRAM PARTNERS WITH THOSE AT THE STATE, LOCAL, AND NATIONAL LEVELS WHO SHARE OUR COMMITMENT TO SHRINKING SPACE FOR HATE AND VIOLENCE, CREATING NEW TOOLS AND INNOVATIVE METHODS DESIGNED IN CONCERT WITH EACH COMMUNITY AND COALITION WE SUPPORT.

    Expenses $215,026 · Revenue $1,500

As filed on the 2024 return.

Listed in Part VII

  • Mariotta Gary-Smith

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Emma Jordan-Simpson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Leslie Warren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Mary Morten

    DIRECTOR (01/01/24-03/31/24)

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Amy Herzfeld-Copple

    EXECUTIVE DIRECTOR

    Total calculated
    $197,046
    From this org
    $6,230
    From related orgs
    $181,870
    Other
    $8,946
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $6,230 + $181,870 related
    Bonus
    $0
    Other
    $0
    Deferred
    $125 + $8,030 related
    Nontaxable benefits
    $72 + $719 related
    Filer's total
    $6,427 + $190,619 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
16 November 2025
IRS schema version
2024v5.2
Source object
202523219349310147

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