WESTERN SUSTAINABILITY EXCHANGE

Address
PO BOX 1448
LIVINGSTON, MT 59047
Contact
Website: http://www.westernsustainabilityexchange.org
Phone: +1 (406) 222-0730
Nonprofit
NTEE: C30 - Natural Resources Conservation and Protection
EIN: 81-0495837

Mission

ADVANCING SUSTAINABILITY IN THE WESTERN AREA OF THE UNITED STATES THROUGH A SERIES OF PROGRAMS AND ACTIVITIES DESIGNED TO PROMOTE BETTER RANCHING AND FARMING PRACTICES.A STRONG FOCUS IS TO IMPROVE THE DIRECT LINK BETWEEN LOCAL FOOD PRODUCERS AND LOCAL CONSUMERS, INCLUDING RESTAURANTS.
 20162015201420132012
Basic features of the organization
Year of formation1994
Subsection code03
PF filing required0    
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$65,000.00  $57,000.00$55,750.00
Sum of reportable (W2/1099) compensation   $55,208.00$55,545.00
Number of employees10  68
Number of people compensated >$100k   00
Number of volunteers220  3540
Personnel
Balkcom, Carrie
TitleDIRECTOR  DirectorDirector
Name of key/compensated personCARRIE BALKCOM  Carrie BalkcomCarrie Balkcom
Position of compensated person
Current individual trustee or directorTrue  TrueTrue
Average hours per week working for org2.00  55
Reportable compensation from org$0.00  $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00  $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  $0.00$0.00
Average hours per week working for related orgs   00
Chitwood, Jaycie
TitleSECRETARY  ChairChair
Name of key/compensated personJAYCIE CHITWOOD  Jaycie ChitwoodJaycie Chitwood
Position of compensated person
Current individual trustee or directorTrue  TrueTrue
Average hours per week working for org2.00  55
Reportable compensation from org$0.00  $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00  $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  $0.00$0.00
Average hours per week working for related orgs   00
Cochran, Karen
TitleDIRECTOR    
Name of key/compensated personKAREN COCHRAN    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Cochran, Kent
TitleBOARD VICE C    
Name of key/compensated personKENT COCHRAN    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Davis, Seabring
Title   DirectorDirector
Name of key/compensated person   Seabring DavisSeabring Davis
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   55
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   00
Erickson, Lill
Title   Executive DirectorExecutive Director
Name of key/compensated person   Lill EricksonLill Erickson
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   4040
Reportable compensation from org   $55,208.00$55,545.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   00
Evanoff, Jim
TitleDIRECTOR  Vice ChairVice Chair
Name of key/compensated personJIM EVANOFF  Jim EvanoffJim Evanoff
Position of compensated person
Current individual trustee or directorTrue  TrueTrue
Average hours per week working for org2.00  55
Reportable compensation from org$0.00  $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00  $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  $0.00$0.00
Average hours per week working for related orgs   00
Hoffman, Dylan
TitleDIRECTOR    
Name of key/compensated personDYLAN HOFFMAN    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Indreland, Roger
TitleDIRECTOR  DirectorDirector
Name of key/compensated personROGER INDRELAND  Roger IndrelandRoger Indreland
Position of compensated person
Current individual trustee or directorTrue  TrueTrue
Average hours per week working for org2.00  55
Reportable compensation from org$0.00  $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00  $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  $0.00$0.00
Average hours per week working for related orgs   00
Jordan, Roth
TitleDIRECTOR    
Name of key/compensated personROTH JORDAN    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Kahler, Heather
TitleDIRECTOR  DirectorDirector
Name of key/compensated personHEATHER KAHLER  Heather KahlerHeather Kahler
Position of compensated person
Current individual trustee or directorTrue  TrueTrue
Average hours per week working for org2.00  55
Reportable compensation from org$0.00  $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00  $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  $0.00$0.00
Average hours per week working for related orgs   00
Ledger, Mark
TitleBOARD CHAIR  DirectorDirector
Name of key/compensated personMARK LEDGER  Mark LedgerMark Ledger
Position of compensated person
Current individual trustee or directorTrue  TrueTrue
Average hours per week working for org4.00  55
Reportable compensation from org$0.00  $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00  $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  $0.00$0.00
Average hours per week working for related orgs   00
Lindberg, Randy
Title   SecretarySecretary
Name of key/compensated person   Randy LindbergRandy Lindberg
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   55
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   00
McDonald, Albert
TitleBOARD TREASU  TreasurerTreasurer
Name of key/compensated personALBERT MCDONALD  Albert McDonaldAlbert McDonald
Position of compensated person
Current individual trustee or directorTrue  TrueTrue
Average hours per week working for org2.00  55
Reportable compensation from org$0.00  $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00  $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  $0.00$0.00
Average hours per week working for related orgs   00
Ulring, Bryan
TitleDIRECTOR  DirectorDirector
Name of key/compensated personBRYAN ULRING  Bryan UlringBryan Ulring
Position of compensated person
Current individual trustee or directorTrue  TrueTrue
Average hours per week working for org2.00  55
Reportable compensation from org$0.00  $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00  $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  $0.00$0.00
Average hours per week working for related orgs   00
Wilks, Lew
TitleDIRECTOR   Director
Name of key/compensated personLEW WILKS   Lew Wilks
Position of compensated person
Current individual trustee or directorTrue   True
Average hours per week working for org2.00   5
Reportable compensation from org$0.00   $0.00
Other comp, non-reportable, from org and related orgs$0.00   $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00   $0.00
Average hours per week working for related orgs    0
Purpose: mission, activities, & accomplishments
Mission or significant activitiesADVANCING SUSTAINABILITY IN THE WESTERN AREA OF THE UNITED STATES THROUGH A SERIES OF PROGRAMS AND ACTIVITIES DESIGNED TO PROMOTE BETTER RANCHING AND FARMING PRACTICES.A STRONG FOCUS IS TO IMPROVE THE DIRECT LINK BETWEEN LOCAL FOOD PRODUCERS AND LOCAL CONSUMERS, INCLUDING RESTAURANTS.  Advancing sustainability in the western United States.Advancing sustainability in the western United States.
Program service expenses, total$166,271.00  $370,292.00$233,535.00
Programs, including revenue & expenses
WESTERN SUSTAINABILITY EXCHANGE HAS BEEN PROMOTING SUSTAINABLE AGRICULTURE FOR MORE THAN 20 YEARS. THE MARKET CONNECTION PROGRAM HAS TRAINED ALMOST 800 RANCHERS AND FARMERS ABOUT SUSTAINABLE TECHNIQUES AND, AS A RESULT, ALMOST A MILLION ACRES OF AGRICULTURAL LAND AND OPEN SPACES ARE BEING MANAGED SUSTAINABLY TODAY. THE PROGRAM CONNECTS PRODUCERS USING SUSTAINABLE STEWARDSHIP PRACTICES TO OUR NETWORK OF LOCAL CHEFS, CATERERS, CONCESSIONAIRES, GROCERS AND RESTAURANTS WHO PRODUCE LOCALLY PRODUCED FOOD PRODUCTS. TO DATE WSE HAS OPENED MARKETS FOR MORE THAN 130 PRODUCERS. PROGRAMS WITHIN MARKET CONNECTION INCLUDE "MONTANA FARM TO RESTAURANT CONNECTION", A SEASONAL WEEKLY FARMERS MARKET, A HARVEST CELEBRATION, THE "STEER TO STEAK" PROGRAM, YOUNG ENTREPRENEURIAL STEWARDSHIP AND OTHERS. THE STEER TO STEAK PROGRAM REWARDS CATTLE RANCHERS WHO CONSERVE OPEN SPACE AND PROTECT FISH AND WILDLIFE HABITAT, AND SECURES LARGE-SCALE MARKETS WILLING TO PAY A PREMIUM FOR SUSTAINABLY CERTIFIED BEEF, AND COORDINATES ALL PHASES OF THE SALE AND DISTRIBUTION. THE FARM TO RESTAURANT PROGRAM RECRUITS FOOD SERVICE BUSINESSES TO BUY FROM LOCAL CERTIFIED PRODUCERS AND FACILITATES RELATIONSHIPS BETWEEN PRODUCERS AND BUYERS. THE FARMERS MARKET GENERATES SALES FOR LOCAL FARMERS, RANCHERS AND ARTISANS, AND THE YOUNG ENTREPRENEUR PROGRAM TEACHES CHILDREN BUSINESS BASICS AND SUSTAINABLE PRACTICES.
Program expenses$166,271.00  $370,292.00$233,535.00
Grants and allocations made$214.00  $0.00$0.00
Program revenue$35,053.00  $388,412.00$228,895.00
Program descriptionWESTERN SUSTAINABILITY EXCHANGE HAS BEEN PROMOTING SUSTAINABLE AGRICULTURE FOR MORE THAN 20 YEARS. THE MARKET CONNECTION PROGRAM HAS TRAINED ALMOST 800 RANCHERS AND FARMERS ABOUT SUSTAINABLE TECHNIQUES AND, AS A RESULT, ALMOST A MILLION ACRES OF AGRICULTURAL LAND AND OPEN SPACES ARE BEING MANAGED SUSTAINABLY TODAY. THE PROGRAM CONNECTS PRODUCERS USING SUSTAINABLE STEWARDSHIP PRACTICES TO OUR NETWORK OF LOCAL CHEFS, CATERERS, CONCESSIONAIRES, GROCERS AND RESTAURANTS WHO PRODUCE LOCALLY PRODUCED FOOD PRODUCTS. TO DATE WSE HAS OPENED MARKETS FOR MORE THAN 130 PRODUCERS. PROGRAMS WITHIN MARKET CONNECTION INCLUDE "MONTANA FARM TO RESTAURANT CONNECTION", A SEASONAL WEEKLY FARMERS MARKET, A HARVEST CELEBRATION, THE "STEER TO STEAK" PROGRAM, YOUNG ENTREPRENEURIAL STEWARDSHIP AND OTHERS. THE STEER TO STEAK PROGRAM REWARDS CATTLE RANCHERS WHO CONSERVE OPEN SPACE AND PROTECT FISH AND WILDLIFE HABITAT, AND SECURES LARGE-SCALE MARKETS WILLING TO PAY A PREMIUM FOR SUSTAINABLY CERTIFIED BEEF, AND COORDINATES ALL PHASES OF THE SALE AND DISTRIBUTION. THE FARM TO RESTAURANT PROGRAM RECRUITS FOOD SERVICE BUSINESSES TO BUY FROM LOCAL CERTIFIED PRODUCERS AND FACILITATES RELATIONSHIPS BETWEEN PRODUCERS AND BUYERS. THE FARMERS MARKET GENERATES SALES FOR LOCAL FARMERS, RANCHERS AND ARTISANS, AND THE YOUNG ENTREPRENEUR PROGRAM TEACHES CHILDREN BUSINESS BASICS AND SUSTAINABLE PRACTICES.  Western Sustainability Exchange has been promoting sustainable agriculture for 20 years. WSE's Market Connection Program has trained over 740 farmers and ranchers about sustainable techniques and, as a result, over 940,000 acres of agricultural land and open space are being managed sustainably today. The Market Connection Program connects producers using sustainable stewardship practices to our network of chefs, caterers, concessionaires and grocers who are passionate about local, sustainably produced food. To date WSE has opened markets for over 130 producers. Programs within Market Connection include Montana Farm to Restaurant Connection, Farmers Market, Harvest Celebration, Steer-to-Steak, Young Entrepreneurial Stewardship and others.Western Sustainability Exchange has been promoting sustainable agriculture for 19 years. WSE's Market Connection Program has trained over 670 producers about sustainable techniques and, as a result, over 913,000 acres of agricultural land and open space are being managed sustainably today. The Market Connection Program connects producers using sustainable stewardship practices to our network of chefs, caterers, concessionaires and grocers who are passionate about local, sustainably produced food. To date WSE has opened markets for over 120 producers. Programs within Market Connection include Farm to Restaurant, Farmers Market, Harvest Celebration Dinner, Steer-to-Steak, Young Entrepreneurial Stewardship and others.
Financial data
Revenue
Total revenue$303,274.00  $472,144.00$322,418.00
Revenue from contributions (total)$197,546.00$204,230.00$180,329.00$263,986.00$231,854.00
Revenue from noncash contributions   $0.00$0.00
Investment income, current yr$150.00  $81.00$224.00
Total revenue from grants, etc., current yr$197,546.00  $263,986.00$231,854.00
Total unrelated business revenue$0.00  $0.00$0.00
Other revenue, current yr$70,525.00  $0.00$0.00
Net unrelated business taxable revenue   $0.00$0.00
Program service revenue (total)$35,053.00$22,074.00$211,098.00$208,077.00$90,340.00
Gross receipts$376,970.00  $472,144.00$322,418.00
Sources of contributions
Revenue from federated campaigns   $0.00$0.00
Contributions revenue from membership dues   $2,221.00$4,402.00
Revenue from fundraising events   $0.00$0.00
Contributions from related organizations   $0.00$0.00
Revenue from gov't grants$2,350.00  $26,488.00$29,734.00
Revenue from all other contributions$195,196.00  $235,277.00$197,718.00
Other types of revenue
Royalties (total)   $0.00$0.00
Miscellaneous revenue (total)   $0.00$0.00
Income from dividends, interest, and similar investments$150.00  $81.00$224.00
Net rental income $0.00$0.00$0.00$0.00
Net income from fundraising events$59,448.00    
Net inventory sales (total)$11,077.00    
Expense categories (totals)
Total functional expenses: sum of all$266,017.00  $450,457.00$307,797.00
Total functional expenses: program service $166,271.00  $370,292.00$233,535.00
Total functional expenses: management and general$47,404.00  $35,390.00$28,628.00
Total functional expenses: fundraising$52,342.00  $44,775.00$45,634.00
Fees for services
Lobbying fees (total)   $0.00$0.00
Legal fees (total)   $7,915.00$200.00
Fundraising service fees (total)$0.00  $0.00$0.00
General management fees (total)   $0.00$0.00
Investment management fees (total)   $0.00$0.00
Assets and liabilities
Total assets$155,171.00$118,396.00$136,387.00$156,331.00$140,496.00
Total assets, beginning of year$118,396.00  $140,496.00$123,494.00
Total liabilities$10,732.00$11,214.00$17,906.00$16,929.00$16,529.00
Total liabilities, beginning of year$11,214.00  $16,529.00$13,044.00
Pledges & accounts receivable, net   $0.00$1,250.00
Loans & receivables from key persons   $0.00$0.00
Unrestricted net assets, end of yr$144,439.00  $139,402.00$123,967.00
Temporarily restricted net assets   $0.00$0.00
Permanently restricted net assets, end of yr   $0.00$0.00
Net assets$144,439.00  $139,402.00$123,967.00
Net assets, beginning of year$107,182.00  $123,967.00$110,450.00
Bond liabilities   $0.00$0.00
Intangible assets    $0.00
Other assets   $5,819.00$5,819.00
Investments: other securities    $0.00
Investments: publicly traded securities    $0.00
Cash: non-interest bearing$99,781.00  $145,399.00$130,895.00
Cash: non-interest bearing, beginning of year$64,201.00  $130,895.00$115,949.00
Investments -- program-related    $0.00
Escrow or custodial account liability   $0.00$0.00
Loans and other payables to key persons   $0.00$0.00
Grants payable   $0.00$0.00
Inventories for sale or use   $0.00$0.00
Other financial variables
Revenue less expenses$37,257.00  $21,687.00$14,621.00
Advertising (total)$3,730.00  $5,199.00$4,218.00
Savings & temp cash investment$52,748.00  $0.00$0.00
Accounts receivable, net$1,469.00  $0.00$0.00
Prepaid expenses & deferred charges   $0.00$0.00
Accounts payable & accrued expenses$10,732.00  $16,929.00$16,529.00
Deferred revenue   $0.00$0.00
Unsecured notes & loans to unrelated parties   $0.00$0.00
Secured mortgages and notes payable   $0.00$0.00
Total net assets or fund balances$144,439.00  $139,402.00$123,967.00
Depreciation, depletion, amortization$955.00  $2,388.00$1,085.00
Payment to affiliates   $0.00$0.00
Governance and accountability
Number of voting members14  1111
Number of independent voting members14  1111
Cash accountingTrue    
Accrual accounting   TrueTrue
Tax year start date2016-01-01  2013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990  990990
Date e-filing submitted2017-10-17  2014-10-202013-07-29
IRS schema version2016v3.0  2013v3.02012v2.0
Filing identifier201702079349300235  201432249349302578201321699349300132
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