2024-11-15T10:42:58-06:00 2023-12-31 912011386 JACOBSON JARVIS & CO PLLC 200 1ST AVE W SUITE 200 SEATTLE WA 98119 990 2023-01-01 910983680 WASHINGTON TRUST FOR HISTORIC PRESERVATION WASH 2066249449 1204 MINOR AVENUE SEATTLE WA 98101 CHRIS MOORE EXECUTIVE DIRECTOR 2066249449 2024-11-14 1 0 JACOB J DEHNE CPA P02534988 2066288990 2024-11-14 2023 2024-10-15 13:58:12Z CHRIS MOORE 1204 MINOR AVENUE SEATTLE WA 98101 2139197 0 X WWW.PRESERVEWA.ORG X 1975 WA THE WASHINGTON TRUST FOR HISTORIC PRESERVATION IS A NONPROFIT ORGANIZATION DEDICATED TO SAVING THE PLACES THAT MATTER IN WASHINGTON STATE AND TO PROMOTING SUSTAINABLE AND ECONOMICALLY VIABLE COMMUNITIES THROUGH HISTORIC PRESERVATION. 27 27 17 75 0 0 1389424 1540541 263771 339760 10244 31336 21132 -29197 1684571 1882440 26989 0 0 0 865297 968774 0 0 101617 538872 706637 1431158 1675411 253413 207029 3133792 3337144 247758 240581 2886034 3096563 X THE WASHINGTON TRUST FOR HISTORIC PRESERVATION IS A NONPROFIT ORGANIZATION DEDICATED TO SAVING THE PLACES THAT MATTER IN WASHINGTON STATE AND TO PROMOTING SUSTAINABLE AND ECONOMICALLY VIABLE COMMUNITIES THROUGH HISTORIC PRESERVATION. 0 0 1386600 339760 IT WAS A BUSY YEAR FOR ADVOCACY, AS WE WORKED TO ENSURE THAT PRESERVATION HAD A VOICE AT THE STATE AND NATIONAL LEVELS. FOR THE FIRST TIME SINCE 2020, WE RETURNED TO WASHINGTON, D.C., FOR PRESERVATION ADVOCACY WEEK, MEETING CONGRESSIONAL REPRESENTATIVES TO ADVOCATE FOR FEDERAL PRESERVATION POLICIES AND FUNDINGAND RECEIVING RECOGNITION AS THE LARGEST DELEGATION IN THE COUNTRY FOR OUR 15-PERSON CREW. AT THE STATE LEVEL, WE MET WITH LAWMAKERS TO SUCCESSFULLY ADVOCATE FOR CONTINUED FUNDING FOR THE WASHINGTON STATE MAIN STREET PROGRAM AND THE DEPARTMENT OF ARCHAEOLOGY & HISTORIC PRESERVATION'S FOUR CAPITAL GRANT PROGRAMS FOR HISTORIC BARNS, COUNTY COURTHOUSES, CEMETERIES, AND THEATERS IN THE 2023-2025 STATE BUDGET. AS STATE LEADERS WORKED TO ADDRESS THE HOUSING CRISIS, WE ADVOCATED FOR THE ROLE THAT PRESERVATION CAN PLAY, ISSUING A HOUSING POSITION PAPER IN CONJUNCTION WITH KEY PARTNERS AND STAKEHOLDERS.OUR MAJOR PROGRAMS GREW SIGNIFICANTLY IN 2023. MARITIME WASHINGTON NATIONAL HERITAGE AREA ACTIVITIES OFFICIALLY LAUNCHED, WITH INFORMATIONAL EVENTS FROM ABERDEEN TO BELLINGHAM. THE WASHINGTON STATE MAIN STREET PROGRAM NETWORK GREW TO 72 TOWNS AND CITIES WITH THE ADDITION OF TWO NEW COMMUNITIES (LACROSSE AND RENTON) AND THREE NEW AFFILIATES (AUBURN, EATONVILLE, AND ILWACO). THE REVITALIZEWA ANNUAL CONFERENCE TRAVELED TO VANCOUVER FOR OUR BEST-ATTENDED EVENT EVER, ATTRACTING 350 ATTENDEES AND CONTRIBUTING $200,000 TO THE LOCAL ECONOMY. THE 10TH ANNUAL YOUTH HERITAGE PROJECT TOOK 42 STUDENTS TO THE MANHATTAN PROJECT NATIONAL HISTORICAL PARK AT HANFORD TO LEARN ABOUT THE SITES AND COMMUNITIES BEHIND THE WORLD'S FIRST ATOMIC BOMBS. STUDENTS ALSO LEARNED ABOUT THE TRIBAL NATIONS WHO HAVE CALLED THE TRI-CITIES REGION HOME SINCE TIME IMMEMORIAL, THE WORKERS (AND ASSOCIATED HISTORY OF SEGREGATION) WHO HELPED BUILD THE WORLD'S FIRST PLUTONIUM PRODUCTION FACILITIES, THE COMPLEXITIES AND ETHICAL ISSUES SURROUNDING NUCLEAR SCIENCE AND TECHNOLOGY, AND THE MODERN-DAY ENVIRONMENTAL CLEAN-UP EFFORTS AROUND THE SITE. WE CONTINUED TO ADVOCATE FOR THE 24 ACTIVE MOST ENDANGERED PLACES CAMPAIGNS AROUND THE STATE, AND ONE OF WASHINGTON'S MOST ENDANGERED PLACES, SEATTLE'S CHINATOWN-INTERNATIONAL DISTRICT, ACHIEVED NATIONAL PROMINENCE WHEN IT WAS NAMED TO THE NATIONAL TRUST FOR HISTORIC PRESERVATION'S 11 MOST ENDANGERED HISTORIC PLACES LIST FOR 2023. WHILE EVENT RENTALS AND ATTENDANCE NUMBERS AT THE STIMSON-GREEN MANSION HAVE NOT FULLY REBOUNDED SINCE 2020, WE CONTINUE TO OFFER OPPORTUNITIES FOR PUBLIC ENGAGEMENT, INCLUDING OUR MONTHLY EDUCATIONAL TOURS, THROUGHOUT THE YEAR. WE HAVE ENABLED FELLOW NONPROFITS TO UTILIZE THE SPACE, AND THE MANSION HAS BEEN USED BY PARTNERS AND TENANTS FOR PUBLIC EVENTS INCLUDING VACCINATION CLINICS, OPEN HOUSES, AND MONTHLY COMMUNITY GRIEF GATHERINGS. IN 2023, WE COMPLETED THE ROOF AND GUTTER REPLACEMENT OF BOTH THE MANSION AND CARRIAGE HOUSE THANKS TO SUCCESSFUL FUNDRAISING EFFORTS. WE CONTINUE TO FUNDRAISE FOR SOLAR PANEL INSTALLATION AND HVAC UPGRADES, WHICH WE ANTICIPATE TAKING PLACE IN THE SPRING/SUMMER OF 2025. 1386600 1 1 0 1 0 0 1 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 WA X CATHY WICKWIRE 2066249449 1204 MINOR AVENUE SEATTLE WA 98101 BETSY GODLEWSKI PRESIDENT 5.00 X X 0 0 0 MATT INPANBUTR VICE PRESIDENT 5.00 X X 0 0 0 CLAUDIA KIYAMA SECRETARY 5.00 X X 0 0 0 NANCY OUSLEY TREASURER 5.00 X X 0 0 0 JAN BADER DIRECTOR 2.00 X 0 0 0 LOGAN CAMPOREALE DIRECTOR 2.00 X 0 0 0 GIDEON CAUFMANN DIRECTOR 2.00 X 0 0 0 HORACE FOXALL DIRECTOR 2.00 X 0 0 0 EDNA FUND DIRECTOR 2.00 X 0 0 0 FRED GOLDBERG DIRECTOR 2.00 X 0 0 0 PATRICK HANLEY DIRECTOR 2.00 X 0 0 0 ZANE KANYER DIRECTOR 2.00 X 0 0 0 PAUL MANN DIRECTOR 2.00 X 0 0 0 MARSHALL MCCLINTOCK DIRECTOR 2.00 X 0 0 0 ELIZABETH MCGREE DIRECTOR 2.00 X 0 0 0 JEFF MURDOCK DIRECTOR 2.00 X 0 0 0 ANNEKA OLSON DIRECTOR 2.00 X 0 0 0 RAYMOND RAST DIRECTOR 2.00 X 0 0 0 ZOE SCUDERI DIRECTOR 2.00 X 0 0 0 STEVE STROMING DIRECTOR 2.00 X 0 0 0 MICHAEL SULLIVAN DIRECTOR 2.00 X 0 0 0 STEPHANE TOOTHMAN DIRECTOR 2.00 X 0 0 0 STEPHEN WAITE DIRECTOR 2.00 X 0 0 0 MICHAEL WALKER DIRECTOR 2.00 X 0 0 0 CONNIE WALKER GRAY DIRECTOR 2.00 X 0 0 0 BRYAN ZAGERS DIRECTOR 2.00 X 0 0 0 ANDREW ZELLERS DIRECTOR 2.00 X 0 0 0 CHRIS MOORE EXECUTIVE DIRECTOR 40.00 X 110014 0 9759 110014 0 9759 1 0 0 0 0 29761 1071672 439108 24606 1540541 EVENTS 900099 199961 199961 CONTRACTS 900099 118395 118395 SERVICE FEES 900099 9149 9149 EVENT USE FEES 900099 8500 8500 PARTNER FEES 900099 2525 2525 1230 1230 339760 33294 33294 202954 232151 -29197 -29197 -29197 22648 24606 -1958 -1958 -1958 1882440 339760 0 2139 X 117563 70538 35269 11756 696681 589460 65421 41800 15197 12268 1933 996 66628 52415 9472 4741 72705 59197 8762 4746 640 640 6923 6923 177792 156997 20795 8769 8769 62101 41529 15798 4774 15239 12511 218 2510 85110 82630 2480 3991 3991 40 40 2940 2149 791 CONTRACT LABOR 205862 202470 911 2481 MEALS AND ENTERTAINMENT 54182 28931 2094 23157 DUES AND SUBSCRIPTIONS 20319 10039 6079 4201 EQUIPMENT RENTAL AND MA 12753 7662 4741 350 49976 44404 5467 105 1675411 1386600 187194 101617 176997 150269 1090719 886860 244216 372270 112 215 3911852 2400481 1345343 1511371 276405 416159 3133792 3337144 55377 55439 135945 135945 35766 25467 20670 23730 247758 240581 X 2660123 3047890 225911 48673 2886034 3096563 3133792 3337144 207029 39443 -35943 0 X 0 0 0 X 697806 866043 1550133 1389424 1540541 6043947 697806 866043 1550133 1389424 1540541 6043947 6003 6037944 200613 202975 194193 209885 236248 1043914 211 211 7088072 1192775 0.85180 0.83510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 50422 50422 1664847 1715269 235763 58941 0 0 155772 186146 218116 235763 795797 1193696 32893 42058 42188 50422 167561 38943 46537 54529 58941 198950 298425 X 2 2 2 1 1 24.00 650 0 131985 X X X 0 1053054 298010 70181 465576 3797 951872 1079502 25111 -48457 3102 1053054 911244 126193 117065 75000 1079502 801681 92481 37899 20817 911244 653816 113868 33997 801681 0.00000 0.00000 1.00000 0 0 310000 310000 3268992 2191532 1077460 59205 59205 0 273655 149744 123911 1511371 PAYROLL LIABILITIES 12737 RENT DEPOSITS 10993 23730 PART II, LINE 9: ON THE INCOME STATEMENT, INCOME EARNED AND EXPENSES INCURRED RELATED TO THE EASEMENT ARE REPORTED IN THE RELEVANT GENERAL LEDGER ACCOUNTS. THE EASEMENT IS NOT REFLECTED ON THE BALANCE SHEET. THE ORGANIZATION HAS RESTRICTED FUNDS TO DEFEND THE EASEMENT. PART III, LINE 4: THE ORGANIZATION'S COLLECTIONS OF ART, HISTORICAL TREASURES AND ANTIQUES BELONGED TO THE TWO FAMILIES THAT LIVED IN THE STIMSON-GREEN MANSION AND WERE DONATED TO THE ORGANIZATION ALONG WITH THE MANSION. THE ORGANIZATION USES THE COLLECTIONS TO INTERPRET THE HISTORY AND ARCHITECTURE OF THE MANSION AND THE LIVES OF THE FAMILIES AND INDIVIDUALS WHO LIVED AND WORKED HERE. PART V, LINE 4: TERM ENDOWMENTS ARE INTENDED TO BE USED FOR THE DEVELOPMENT AND ENHANCEMENT OF VARIOUS PROGRAMS AND FACILITIES. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC VERSION OF THE 990 IS SENT TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SENT TO EVERY MEMBER OF THE BOARD OF DIRECTORS AND STAFF ANNUALLY. EACH BOARD AND STAFF MEMBER SIGNS THE POLICY AND RETURNS IT TO THE WASHINGTON TRUST OFFICE, WHERE THE POLICIES ARE KEPT ON FILE. IF A BOARD OR STAFF MEMBER DISCLOSES A CONFLICT OF INTEREST, THE ORGANIZATION MONITORS THE CONFLICT BY ENSURING THAT THE BOARD OR STAFF MEMBER RECUSES HIMSELF OR HERSELF FROM ANY DISCUSSIONS OR ACTIONS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND COLLECTS COMPARABILITY DATA FROM OTHER NON-PROFIT HISTORIC PRESERVATION ADVOCACY ORGANIZATIONS TO SUBSTANTIATE THE EXECUTIVE DIRECTOR'S LEVEL OF COMPENSATION. COMPENSATION FOR THE ORGANIZATIONS' KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR IN CONSULTATION WITH THE EXECUTIVE COMMITTEE. THE EXECUTIVE DIRECTOR CONDUCTS AN ANNUAL REVIEW OF KEY EMPLOYEES AND COLLECTS COMPARABILITY DATA FROM OTHER NON-PROFIT HISTORIC PRESERVATION ADVOCACY ORGANIZATIONS TO SUBSTANTIATE THE LEVEL OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 156,997. MANAGEMENT AND GENERAL EXPENSES 20,795. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 177,792.