2023-11-15T17:56:40-06:00 2022-12-31 912011386 JACOBSON JARVIS & CO PLLC 200 1ST AVE W SUITE 200 SEATTLE WA 98119 990 2022-01-01 910983680 WASHINGTON TRUST FOR HISTORIC PRESERVATION WASH 2066249449 1204 MINOR AVENUE SEATTLE WA 98101 CHRIS MOORE EXECUTIVE DIRECTOR 2066249449 2023-11-15 1 CHRIS MOORE 999009999 0 JACOB J DEHNE CPA P02534988 2066288990 2023-11-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRIS MOORE 1204 MINOR AVENUE SEATTLE WA 98101 1863291 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. 25 25 12 75 0 0 1550133 1389424 209092 263771 14985 10244 -35340 21132 1738870 1684571 19897 26989 0 0 693714 865297 0 0 102024 397853 538872 1111464 1431158 627406 253413 3069845 3133792 379531 247758 2690314 2886034 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 1138099 26989 263771 AFTER TWO YEARS OF RELATIVE ISOLATION AND INNUMERABLE ZOOM MEETINGS, 2022 WAS THE YEAR WHEN THE WASHINGTON TRUST GRATEFULLY WELCOMED THE RETURN OF IN-PERSON EVENTS AND FIELD SERVICES. WE HOSTED OUR ANNUAL VINTAGE WASHINGTON FUNDRAISER AT THE HISTORIC ASUW SHELL HOUSE ON THE UNIVERSITY OF WASHINGTON CAMPUS IN SEATTLE. WE ROAMED PORT TOWNSEND WITH 38 HIGH SCHOOL STUDENTS FROM ACROSS THE STATE FOR OUR YOUTH HERITAGE PROJECT. WE REVELED IN AN IN-PERSON REVITALIZEWA CONFERENCE IN BEAUTIFUL DOWNTOWN WENATCHEE. OUR STAFF CONDUCTED SITE VISITS ACROSS THE STATE, FROM BLAINE TO SPOKANE, WALLA WALLA TO ABERDEEN. WHILE EVENT RENTALS AND ATTENDANCE NUMBERS AT THE STIMSON-GREEN MANSION REBOUNDED SLIGHTLY IN 2022, WE CONTINUED TO OFFER OPPORTUNITIES FOR PUBLIC ENGAGEMENT. WE HOSTED OUR MONTHLY EDUCATIONAL TOURS THROUGHOUT 2022, SHOWING OFF THE INTERIOR AND EXTERIOR REHABILITATION PROJECTS THAT WE ACCOMPLISHED IN THE PREVIOUS TWO YEARS, AND SOME RENTAL EVENTS (SUCH AS WEDDINGS) TOOK PLACE SPORADICALLY THROUGHOUT THE YEAR. WE DID NOT COMPLETE ANY MAJOR CAPITAL PROJECTS IN 2022, BUT WE BEGAN FUNDRAISING FOR A ROOF REPLACEMENT AND CONCURRENT SOLAR PANEL INSTALLATION ON BOTH THE MANSION AND CARRIAGE HOUSE, SLATED TO TAKE PLACE IN THE SUMMER OF 2023.WITH FOUR DEDICATED STAFF MEMBERS, THE WASHINGTON STATE MAIN STREET PROGRAM WAS ABLE TO DOUBLE ITS COMMUNITY SERVICES AND OUTREACH TO LOCAL MAIN STREET PROGRAMS IN 72 COMMUNITIES AROUND THE STATE. MUCH OF THE YEAR WAS SPENT CONTINUING INITIATIVES BEGUN IN 2021 SUCH AS THE MAIN STREET PLANNING GRANT PROGRAM AND MAIN STREET AFFILIATE CAPACITY BUILDING GRANT PROGRAM. WITH SUPPORT FROM DAHP, WE ALSO PRODUCED A MAIN STREET RESILIENCY STUDY, WHICH ILLUSTRATED THE SPEED AT WHICH MAIN STREET BUSINESSES REBOUNDED FROM THE PANDEMIC COMPARED TO OTHER AREAS WITHOUT MAIN STREET ORGANIZATIONS.AFTER A SEVERAL YEARS' HIATUS, THE REVITALIZEWA CONFERENCE WAS BACK IN FULL FORCE IN OCTOBER WHEN IT WAS HELD FOR THE FIRST TIME IN THE FALL. THE EVENT BROUGHT 295 ATTENDEES TO DOWNTOWN WENATCHEE FOR THREE DAYS OF PLACE-BASED LEARNING AND NETWORK-BUILDING. THE ANNUAL EXCELLENCE ON MAIN AWARDS WERE ONCE AGAIN PRESENTED AS A LIVE EVENT IN CONJUNCTION WITH THE CONFERENCE. IN ADDITION TO THE ONGOING WORK ON OUR 20 ACTIVE MOST ENDANGERED PLACES CAMPAIGNS AROUND THE STATE, WE HAD SAVES TO CELEBRATE AS WELL. THIS INCLUDED THE NATIONAL GUARD OF WASHINGTON ARMORY IN BELLINGHAM, THE REARD FREED FARMHOUSE IN SAMMAMISH, AND THE LACROSSE ROCK HOUSES. THE APRIL REOPENING OF THE NEWLY REHABILITATED BEVERLY BRIDGE OVER THE COLUMBIA RIVER SOUTH OF VANTAGE WAS CELEBRATED AT OUR VINTAGE WASHINGTON EVENT IN MAY 2022. ADDITIONALLY, TWO SITES WERE ADDED TO OUR MOST ENDANGERED PLACES LIST: THE CHINATOWN-INTERNATIONAL DISTRICT IN SEATTLE AND THE PARKLAND SCHOOL IN TACOMA. IN THE SUMMER AND FALL OF 2022, OUR REVISITING WASHINGTON (REVISITWA) HERITAGE TOURISM WEBSITE SAW THE SUCCESSFUL LAUNCH OF THE JAPANESE AMERICAN REMEMBRANCE TRAIL TOUR IN PARTNERSHIP WITH THE WING LUKE MUSEUM. THE TOUR WAS PROMOTED IN PERSON AT THE WING LUKE'S HAI! JAPANTOWN FESTIVAL IN SEPTEMBER AS WELL AS A VIRTUAL DISCUSSION PANEL IN NOVEMBER.IN APRIL 2022, WE COMPLETED OUR MARITIME WASHINGTON NATIONAL HERITAGE AREA MANAGEMENT PLAN, WHICH STRATEGIZED THE AREA'S DIRECTIONAL GUIDANCE, KEY FUNCTIONS, BRANDING/MARKETING, INTERPRETIVE THEMES, IMPLEMENTATION TACTICS, AND FUNDRAISING AND FINANCIAL STRATEGIES. THE 495-PAGE MANAGEMENT PLAN WAS THEN SUBMITTED TO THE NATIONAL PARK SERVICE AND THE DEPARTMENT OF THE INTERIOR FOR APPROVAL. THE PLAN'S APPROVAL IN OCTOBER BY THE DEPARTMENT OF THE INTERIOR REPRESENTED THE CULMINATION OF A THREE-YEAR COLLABORATIVE PLANNING PROCESS THAT BROUGHT DIVERSE INTERESTS TOGETHER TO DEVELOP A VISION FOR THIS NEW PROGRAM AND MADE MARITIME WASHINGTON A FULL-FLEDGED NATIONAL HERITAGE AREA. IN JULY 2022, WE HELD OUR NINTH ANNUAL YOUTH HERITAGE PROJECT (YHP) FOR HIGH SCHOOL STUDENTS FOR THE FIRST TIME SINCE 2019. YHP TOOK PLACE IN PORT TOWNSEND AND CENTERED AROUND INTERPRETATION AND STORYTELLING RELATED TO THE MARITIME WASHINGTON NATIONAL HERITAGE AREA. 38 HIGH SCHOOL STUDENTS AND 8 TEACHERS/MENTORS ATTENDED FREE OF CHARGE THANKS TO GENEROUS FUNDING FROM THE NATIONAL PARK SERVICE, THE WASHINGTON STATE DEPARTMENT OF ARCHAEOLOGY & HISTORIC PRESERVATION, AND 4CULTURE SUSTAINED SUPPORT, AMONG OTHERS. 1138099 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 11 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 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 JEFF MURDOCK PRESIDENT 5.00 X X 0 0 0 BETSY GODLEWSKI 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 KALPA BAGHASINGH 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 KELLY CLARK 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 PATRICK HANLEY DIRECTOR 2.00 X 0 0 0 MATT INPANBUTR 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 ANNEKA OLSON DIRECTOR 2.00 X 0 0 0 ALANNA PETERSON DIRECTOR 2.00 X 0 0 0 CLARE PETRICH 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 DAVID TIMMONS DIRECTOR 2.00 X 0 0 0 STEPHANE TOOTHMAN DIRECTOR 2.00 X 0 0 0 BRYAN ZAGERS DIRECTOR 2.00 X 0 0 0 CHRIS MOORE EXECUTIVE DIRECTOR 40.00 X 106999 0 9725 106999 0 9725 1 0 0 0 0 33197 921106 435121 14009 1389424 EVENTS 900099 141789 141789 CONTRACTS 900099 81497 81497 EVENT USE FEES 900099 26110 26110 SERVICE FEES 900099 13715 13715 TOURS 900099 660 660 263771 11353 11353 198532 177611 20921 20921 20921 1109 -1109 -1109 -1109 MISCELLANEOUS 900099 211 211 211 1684571 263771 0 31376 26989 26989 106999 64199 32100 10700 600752 486687 71913 42152 13680 10552 2071 1057 76304 57274 12845 6185 67562 53851 9038 4673 1215 1215 8477 8477 95538 78363 17175 63066 41521 17607 3938 16066 14806 1260 49934 47395 2525 14 6088 6088 67 67 2615 1867 748 CONTRACT LABOR 195175 192970 256 1949 MEALS AND ENTERTAINMENT 59766 31307 2761 25698 DUES AND SUBSCRIPTIONS 18691 10143 4568 3980 EQUIPMENT RENTAL AND MA 11418 5506 5632 280 10756 7366 3252 138 1431158 1138099 191035 102024 157642 176997 922340 1090719 274848 244216 5254 112 3614862 2269519 1399952 1345343 309809 276405 3069845 3133792 91418 55377 256445 135945 11365 35766 20303 20670 379531 247758 X 1610812 2660123 1079502 225911 2690314 2886034 3069845 3133792 253413 -57693 0 X 0 0 0 X 635061 697806 866043 1550133 1389424 5138467 635061 697806 866043 1550133 1389424 5138467 5138467 206811 200613 202975 194193 209885 1014477 211 211 6153155 1084145 0.83510 0.82120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 42188 42188 1388970 1431158 218116 54529 0 0 129720 155772 186146 218116 689754 1034631 18545 32893 42058 42188 135684 32430 38943 46537 54529 172439 258659 X 2 2 1 1 32.00 1215 131985 X X X 0 1079502 25111 -48457 3102 1053054 911244 126193 117065 75000 1079502 801681 92481 37899 20817 911244 653816 113868 33997 801681 517848 268352 449 132833 653816 0.00000 0.00000 1.00000 0 0 310000 310000 172500 517500 657722 32278 257830 2094176 1470077 881929 59205 57246 1959 203651 84474 119177 1345343 PAYROLL LIABILITIES 9677 RENT DEPOSITS 10993 20670 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.