SOUTH WHIDBEY AT HOME: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SOUTH WHIDBEY AT HOME (EIN 47-4435579)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-01
IRS object ID
202631549349201128
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-01T23:29:04-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN990473506PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Chan Ye Accounting LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 832AddressLine1Txt
CityLangleyCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98260ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474435579EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTH WHIDBEY AT HOMEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone3603311971PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11796 Main Street Suite 104AddressLine1Txt
CityFreelandCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98249ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSam Wessel-EstesPersonNm
Person TitlePresidentPersonTitleTxt
Phone3603311971PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChan YePreparerPersonNm
PTINP02181613PTIN
Phone3603959616PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresshttps://swathome.org/WebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$144,671GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$97,032ContributionsGiftsGrantsEtcAmt
Program Service Revenue$5,567ProgramServiceRevenueAmt
Membership Dues$33,574MembershipDuesAmt
Investment Income$8,229InvestmentIncomeAmt
Sale Of Assets Gross$269SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$269GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$0OtherRevenueTotalAmt
Total Revenue$144,671TotalRevenueAmt
Grants And Similar Amounts Paid$0GrantsAndSimilarAmountsPaidAmt
Benefits Paid To Or For Members$0BenefitsPaidToOrForMembersAmt
Salaries Other Comp Empl Bnft$76,736SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$8,285FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$11,755OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$1,114PrintingPublicationsPostageAmt
Other Expenses Total$18,016OtherExpensesTotalAmt
Total Expenses$115,906TotalExpensesAmt
Excess Or Deficit For Year$28,765ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$229,848NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$4,325OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$262,938NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$230,595BOYAmt
EOY$264,695EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$230,595BOYAmt
EOY$264,695EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$747BOYAmt
EOY$1,757EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$229,848BOYAmt
EOY$262,938EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeSouth Whidbey at Home is a membership-based nonprofit dedicated to helping older (55+) South Whidbey residents remain in their homes and active in the community they love by providing access to a variety of volunteer services, empowering educational events, and social activities. We are committed to improving the well-being of our members by connecting people in a mutually beneficial way.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomSouth Whidbey at Home is active in the community by providing access to a variety of volunteer assistance and social activities. We are committed to improving the well-being of our members by connecting people of all ages in a mutually beneficial way.DescriptionProgramSrvcAccomTxt
Grants And Allocations$15,217GrantsAndAllocationsAmt
Program Service Expenses$13,300ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$13,300TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Margaret Andersen
Secretary1.25$0$0$0
Henry Veldman
Treasurer1.25$0$0$0
Sam Wessel-Estes
President5$0$0$0
Kevin Clay
Vice President1.25$0$0$0
Beth Herrild
Executive Director40$58,450$0$0
FieldValueIRS element (for citing)
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Form1120 Pol Filed0Form1120PolFiledInd
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBETH HERRILDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11796 Main Street Suite 104AddressLine1Txt
CityFreelandCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98249ZIPCd
FieldValueIRS element (for citing)
Phone3603311971PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59,172CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81,286CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,066CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,110CurrentTaxYearMinus1YearAmt
Current Tax Year$136,173CurrentTaxYearAmt
Total$453,807TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59,172CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81,286CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,066CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,110CurrentTaxYearMinus1YearAmt
Current Tax Year$136,173CurrentTaxYearAmt
Total$453,807TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$453,807PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,646CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$834CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,992CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,896CurrentTaxYearMinus1YearAmt
Current Tax Year$12,776CurrentTaxYearAmt
Total$36,144TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,646CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$834CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,992CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,896CurrentTaxYearMinus1YearAmt
Current Tax Year$12,776CurrentTaxYearAmt
Total$36,144TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$62,818CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,120CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,058CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$107,006CurrentTaxYearMinus1YearAmt
Current Tax Year$148,949CurrentTaxYearAmt
Total$489,951TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.92623PublicSupportCY509Pct
Public Support PY5090.93304PublicSupportPY509Pct
Investment Income CY0.07377InvestmentIncomeCYPct
Investment Income PY0.06696InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests PY509Yes (X)ThirtyThrPctSuprtTestsPY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Header, Line BThe Organization is filing an amended Form 990-EZ for the year ended December 31, 2025, to correct investment income and realized gain amounts reported from its Charles Schwab brokerage account. During a subsequent review, the Organization reconciled the accounting records to the Charles Schwab Annual Tax Summary and identified differences between amounts accumulated from monthly brokerage activity and the year-end brokerage reporting. The amended return reflects the corrected investment income and realized gain amounts and includes corresponding adjustments to net assets.
Form 990-EZ, Part I, Line 16Description;Amount^Advertising and Promotion;387|Bank Service Charge;472|Training and Education;982|Computer Expenses;2666|Dues Memberships and Subscriptions;640|Licenses and Permits;20|Insurance Expense;4156|Office Supplies;1461|Office Furniture and Equipment;713|Telephone and Telecommunications;1492|Travel Expenses;220|Business Meals and Drinks;38|Scholarships and Membership Discounts Given;1634|Event Expenses;3135^Total;18016^
Form 990-EZ, Part I, Line 20The amount reported on Form 990-EZ, Part I, Line 20, represents adjustments to net assets totaling $4,325. Included in this amount are: A net asset adjustment of $4,278 resulting from the reconciliation of 2025 investment income and realized gains reported by Charles Schwab. During the preparation of the amended 2025 Form 990-EZ, the Organization compared amounts recorded from monthly brokerage activity to the year-end Charles Schwab Annual Tax Summary and recorded an adjustment to reflect the year-end brokerage reporting. A prior year adjustment of $47 related to the correction of a balance carried forward from a previous reporting period. These adjustments do not represent current-year program revenue or expenses and are reported as Other Changes in Net Assets on Form 990-EZ, Part I, Line 20.
Form 990-EZ, Part II, Line 26Description;EOY Amount^Accounts payable;-200|Payroll tax payable;1957^Total;1757^

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.