2026-06-01T23:29:04-07:00 2025-12-31 990473506 Chan Ye Accounting LLC PO Box 832 Langley WA 98260 990EZ 2025-01-01 474435579 SOUTH WHIDBEY AT HOME SOUT 3603311971 1796 Main Street Suite 104 Freeland WA 98249 Sam Wessel-Estes President 3603311971 2026-05-13 1 Chan Ye P02181613 3603959616 2026-05-13 2025 2025-03-06 01:10:19Z X X https://swathome.org/ X X 144671 X 97032 5567 33574 8229 269 0 269 0 0 0 0 0 0 0 0 144671 0 0 76736 8285 11755 1114 18016 115906 28765 229848 4325 262938 X 230595 264695 0 0 0 0 230595 264695 747 1757 229848 262938 South 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. South 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. 15217 13300 13300 Margaret Andersen Secretary 1.25 0 0 0 Henry Veldman Treasurer 1.25 0 0 0 Sam Wessel-Estes President 5 0 0 0 Kevin Clay Vice President 1.25 0 0 0 Beth Herrild Executive Director 40 58450 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BETH HERRILD 1796 Main Street Suite 104 Freeland WA 98249 3603311971 0 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 59172 81286 82066 95110 136173 453807 59172 81286 82066 95110 136173 453807 453807 3646 834 6992 11896 12776 36144 0 0 0 3646 834 6992 11896 12776 36144 62818 82120 89058 107006 148949 489951 0.92623 0.93304 0.07377 0.06696 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Form 990-EZ, Header, Line B The 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 16 Description;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 20 The 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 26 Description;EOY Amount^Accounts payable;-200|Payroll tax payable;1957^Total;1757^