WHIDBEY COMMUNITY FOUNDATION: Form 990, tax year 2022
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- Organization
- WHIDBEY COMMUNITY FOUNDATION (EIN 81-3860867)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349306467
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:31:21-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910870697 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIKEN & SANDERS INC PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 S MAIN ST UNIT A | AddressLine1Txt |
| City | MONTESANO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 985634502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813860867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHIDBEY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHID | BusinessNameControlTxt |
| Phone | 3606605041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1135 | AddressLine1Txt |
| City | COUPEVILLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98239 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE SHAPIRO | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3606605041 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | SHAPIRO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRY D SODDERS CPA | PreparerPersonNm |
| PTIN | P00003151 | PTIN |
| Phone | 3605333370 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE SHAPIRO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1135 | AddressLine1Txt |
| City | COUPEVILLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,048,402 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.WHIDBEYFOUNDATION.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | STRENGTHENING THE COMMUNITIES OF WHIDBEY ISLAND FOR BOTH PRESENT AND FUTURE GENERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $745,562 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,035,687 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $120 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,033 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,124 | PYOtherRevenueAmt |
| CY Other Revenue | $12,541 | CYOtherRevenueAmt |
| PY Total Revenue | $767,806 | PYTotalRevenueAmt |
| CY Total Revenue | $3,047,195 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $367,218 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $574,919 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $82,384 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $114,081 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $10,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $6,736 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $35,699 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $49,928 | PYOtherExpensesAmt |
| CY Other Expenses | $68,558 | CYOtherExpensesAmt |
| PY Total Expenses | $509,530 | PYTotalExpensesAmt |
| CY Total Expenses | $764,294 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $258,276 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,282,901 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,010,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,222,468 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,090 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,009,259 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,222,468 | NetAssetsOrFundBalancesEOYAmt |
| Mission | STRENGTHENING THE COMMUNITIES OF WHIDBEY ISLAND FOR BOTH PRESENT AND FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $651,741 | ExpenseAmt |
| Grant | $574,919 | GrantAmt |
| Revenue | $12,000 | RevenueAmt |
| Desc | PROVIDED GRANTS TO 54 NONPROFIT SERVICE ORGANIZATIONS ON WHIDBEY ISLAND. AS OF DECEMBER 31, 2022, THE ORGANIZATION HAS 13 DONOR ADVISED FUNDS. | Desc |
| Total Program Service Expenses | $651,741 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3606605041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1135 | AddressLine1Txt |
| City | COUPEVILLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98239 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SARA KELLY | ||||||
| MEMBER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE SHAPIRO | ||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HELEN PRICE JOHNSON | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBIN HERTLEIN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL LARSEN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE SAUL | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY MILLHON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY CONARD | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AISHA MAYFIELD | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANSEL SANTOSA | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA WHITE | ||||||
| EXECUTIVE DIRECTOR | 28.00 | Yes (X) | $76,300 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $76,300 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,035,687 | AllOtherContributionsAmt |
| Noncash Contributions | $1,055,000 | NoncashContributionsAmt |
| Total Contributions | $3,035,687 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174 | TotalRevenueColumnAmt |
| Exclusion | $174 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,207 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,207 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,207 | TotalRevenueColumnAmt |
| Exclusion | -$1,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $541 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $541 | TotalRevenueColumnAmt |
| Exclusion | $541 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,047,195 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$492 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,919 | TotalAmt |
| Program Services | $574,919 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,300 | TotalAmt |
| Program Services | $38,150 | ProgramServicesAmt |
| Management And General | $22,890 | ManagementAndGeneralAmt |
| Fundraising | $15,260 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,660 | TotalAmt |
| Program Services | $19,362 | ProgramServicesAmt |
| Management And General | $8,298 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,121 | TotalAmt |
| Program Services | $5,599 | ProgramServicesAmt |
| Management And General | $3,036 | ManagementAndGeneralAmt |
| Fundraising | $1,486 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,762 | TotalAmt |
| Program Services | $3,762 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,200 | TotalAmt |
| Management And General | $5,200 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,736 | TotalAmt |
| Fundraising | $6,736 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,244 | TotalAmt |
| Management And General | $4,244 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,442 | TotalAmt |
| Management And General | $22,442 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,520 | TotalAmt |
| Program Services | $2,520 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,937 | TotalAmt |
| Management And General | $2,937 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663 | TotalAmt |
| Program Services | $663 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,002 | TotalAmt |
| Program Services | $887 | ProgramServicesAmt |
| Management And General | $3,115 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,834 | TotalAmt |
| Management And General | $1,834 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FUNDRAISING | $12,217 | $12,217 | ||
| FEES & DUES | $5,644 | $5,644 | ||
| CREDIT CARD FEES | $1,595 | $1,595 | ||
| PROPERTY & SALES TAXES | $1,263 | $1,263 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235 | TotalAmt |
| Program Services | $235 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,294 | TotalAmt |
| Program Services | $651,741 | ProgramServicesAmt |
| Management And General | $76,854 | ManagementAndGeneralAmt |
| Fundraising | $35,699 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,399 | BOYAmt |
| EOY | $362,874 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,092 | BOYAmt |
| EOY | $1,041,878 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $960 | BOYAmt |
| EOY | $500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,055,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,055,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,898 | BOYAmt |
| EOY | $762,216 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,349 | BOYAmt |
| EOY | $3,222,468 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,090 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,090 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $955,093 | BOYAmt |
| EOY | $3,222,468 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,166 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,259 | BOYAmt |
| EOY | $3,222,468 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,349 | BOYAmt |
| EOY | $3,222,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,282,901 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$69,904 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $212 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $238,570 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $839,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $745,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,035,687 | CurrentTaxYearAmt |
| Total | $4,965,192 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $238,570 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $839,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $745,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,035,687 | CurrentTaxYearAmt |
| Total | $4,965,192 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,244,027 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,721,165 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174 | CurrentTaxYearAmt |
| Total | $757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,965,949 | TotalSupportAmt |
| Public Support CY170 | 0.74930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 13 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,298,346 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $325,024 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,432,106 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,086 | BeginningYearBalanceAmt |
| Contributions | $5,368 | ContributionsAmt |
| Investment Earnings Or Losses | $122,239 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,886 | AdministrativeExpensesAmt |
| End Year Balance | $179,807 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,997 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,394 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,305 | AdministrativeExpensesAmt |
| End Year Balance | $64,086 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $53,000 | ContributionsAmt |
| Investment Earnings Or Losses | $7,997 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $60,997 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,055,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,055,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,055,000 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,047,195 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,047,195 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,047,195 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $764,294 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $764,294 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $764,294 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS PROVIDE GENERAL FUNDING FOR LOCAL WHIDBEY ISLAND NONPROFIT ORGANIZATIONS. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE FOUNDATION'S TAX RETURNS ARE OPEN TO EXAMINATION FOR YEARS ENDED DECEMBER 31, 2019 THROUGH 2022. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ISLAND SHAKESPEARE FESTIVAL | ||||||||
| 5476 MAXWELTON RD | LANGLEY | WA | 98260 | 463267929 | 501(C)(3) | $9,000 | $0 | PROGRAM SUPPORT |
| MOTHER MENTORS WHIDBEY ISLAND | ||||||||
| PO BOX 92 | LANGLEY | WA | 98260 | 455323148 | 501(C)(3) | $12,000 | $0 | PROGRAM SUPPORT |
| READINESS TO LEARN | ||||||||
| 723 CAMANO AVE | LANGLEY | WA | 98260 | 911864751 | 501(C)(3) | $41,000 | $0 | PROGRAM SUPPORT |
| WHIDBEY HOMELESS COALITION | ||||||||
| PO BOX 453 | LANGLEY | WA | 98260 | 465588852 | 501(C)(3) | $30,000 | $0 | PROGRAM SUPPORT |
| OPPORTUNITY COUNCIL | ||||||||
| PO BOX 922 | OAK HARBOR | WA | 98277 | 910787820 | 501(C)(3) | $100,000 | $0 | PROGRAM SUPPORT |
| FRIENDS OF FRIENDS MEDICAL SUPPORT FUND | ||||||||
| PO BOX 812 | LANGLEY | WA | 98260 | 912014821 | 501(C)(3) | $9,000 | $0 | PROGRAM SUPPORT |
| GOOSEFOOT COMMUNITY FUND | ||||||||
| PO BOX 114 | LANGLEY | WA | 98260 | 911960139 | 501(C)(3) | $15,000 | $0 | PROGRAM SUPPORT |
| HOME ON WHIDBEY COMMUNITY LAND TRUST | ||||||||
| PO BOX 716 | LANGLEY | WA | 98260 | 883531980 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT |
| ISLAND SENIOR RESOURCES | ||||||||
| 14594 STATE ROUTE 525 | LANGLEY | WA | 98260 | 521049443 | 501(C)(3) | $36,309 | $0 | PROGRAM SUPPORT |
| OAK HARBOR INTERMEDIATE PTA 7745 | ||||||||
| 150 SW 6TH AVE | OAK HARBOR | WA | 98277 | 912031883 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT |
| ORGANIC FARM SCHOOL | ||||||||
| PO BOX 837 | FREELAND | WA | 98249 | 911773097 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT |
| SOUTH WHIDBEY GOOD CHEER INC | ||||||||
| PO BOX 144 | LANGLEY | WA | 98260 | 237047914 | 501(C)(3) | $23,000 | $0 | PROGRAM SUPPORT |
| SNO-ISLE LIBRARIES FOUNDATION | ||||||||
| 7312 35TH AVE NE | MARYSVILLE | WA | 98271 | 912010318 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT |
| WHIDBEY CAMANO LAND TRUST | ||||||||
| 765 WONN ROAD C-201 | GREENBANK | WA | 98253 | 911261928 | 501(C)(3) | $16,000 | $0 | PROGRAM SUPPORT |
| WHIDBEY ISLAND CENTER FOR THE ARTS | ||||||||
| 565 CAMANO AVENUE | LANGLEY | WA | 98260 | 911647663 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT |
| WHIDBEY ISLAND NOURISHES | ||||||||
| PO BOX 1642 | LANGLEY | WA | 98260 | 275112668 | 501(C)(3) | $11,000 | $0 | PROGRAM SUPPORT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THERE IS A REVIEW AND APPROVAL PROCESS. ALSO HAVE DOCUMENTATION ON THE GRANTS AND ASSISTANCE PAID OUT. COMMUNICATION AND REPORTS WITH THE AGENCIES ABOUT THE FUNDS BEING SPENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LAND DONATION | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,055,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE OFFICERS REVIEW THE FORM 990 AND THEN IT IS MAILED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND SIGNED ANNUALLY. WHEN AN ISSUE ARISES, IT WILL BE REVIEWED BY THE BOARD AND THE BOARD MEMBER WILL ABSTAIN FROM VOTING ON THE ISSUE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FOUNDATION'S 990S ARE MADE AVAILABLE ON THEIR WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | MADE AVAILABLE ON THE FOUNDATION'S WEBSITE. |
| PART XII, LINE 2C | PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |