Civic Intelligence

South Whidbey at Home

EIN 47-4435579 • 501(c)3 • Freeland, WA

Pub. 78 Eligible990-N Coverage

Profile

support those aging in our community to live healthy and rich lives in their homes"

1796 Main Street Suite 104Freeland, WA 98249

swathome.clubexpress.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$230,595

Up $32,263 (+16%) from 2023

Liabilities

Down

$747

Down $721 (-49%) from 2023

Net Assets

Up

$229,848

Up $32,984 (+17%) from 2023

Revenue

Up

$107,006

Up $24,940 (+30%) from 2023

Expenses

Up

$73,200

Up $22,789 (+45%) from 2023

Net Income

Up

$33,806

Up $2,151 (+6.8%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2018: $0Liabilities 2018: $02018Assets 2019: $102,725Liabilities 2019: $1,3912019Assets 2020: $107,360Liabilities 2020: $9172020Assets 2021: $127,694Liabilities 2021: $1,877Net Assets 2021: $125,8172021Assets 2022: $159,028Liabilities 2022: $1,997Net Assets 2022: $157,0312022Assets 2023: $198,332Liabilities 2023: $1,468Net Assets 2023: $196,8642023Assets 2024: $230,595Liabilities 2024: $747Net Assets 2024: $229,8482024

Highlighted filing

2024

Assets$230,595
Liabilities$747
Net Assets$229,848

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $52,716Expenses 2019: $43,613Net Income 2019: $9,1032019Revenue 2020: $41,558Expenses 2020: $36,451Net Income 2020: $5,1072020Revenue 2021: $62,818Expenses 2021: $43,444Net Income 2021: $19,3742021Revenue 2022: $82,120Expenses 2022: $49,470Net Income 2022: $32,6502022Revenue 2023: $82,066Expenses 2023: $50,411Net Income 2023: $31,6552023Revenue 2024: $107,006Expenses 2024: $73,200Net Income 2024: $33,8062024

Highlighted filing

2024

Revenue$107,006
Expenses$73,200
Net Income$33,806

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.0
Gross Receipts
$107,006
Mission and Program Overview

Mission

support those aging in our community to live healthy and rich lives in their homes"

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 by providing access to a variety of professional services, 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.

Program Services

DescriptionGrantsExpenses
South Whidbey at Home is active in the community by providing access to a variety of professional services, 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.$12,088$23,937
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles ClarkSecretary-$0--
Rosie LiebeTreasurerPT$0--
Nancy Van WormerPresidentPT$0--
Ross GodwinVice President-$0--
Filing and Contact Details

Filer

Filer Name
South Whidbey at Home
EIN
47-4435579
Phone
3603311971
Address
1796 Main Street Suite 104, Freeland, WA 98249

Signing Officer

Name
Rosie Liebe
Title
Treasurer
Phone
4255302119
Signed
2025-04-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Bank and Credit Card Fees;254|Training and Education;823|Computer Expenses;2911|Donations;700|Dues and Subscription;75|License and Permits;20|Insurance;2351|Office Supplies;770|Office Equipment;3754|Facilities Rental;200|Meals and Entertainment;1489|Gifts;830|Telephone;1072|Travel Expenses;6413|Scholarships and Membership Discount Given;2760|Other Expense;1|Advertising and Promotion;630^Total;25053^

Form 990-EZ, Part I, Line 20

Description;Amount^Prior year expense adjustment;-822^Total;-822^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^Payroll Tax Payable;747^Total;747^

Raw XML Appendix185 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/PrimaryExemptPurposeTxt0South 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 by providing access to a variety of professional services, 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Bank and Credit Card Fees;254|Training and Education;823|Computer Expenses;2911|Donations;700|Dues and Subscription;75|License and Permits;20|Insurance;2351|Office Supplies;770|Office Equipment;3754|Facilities Rental;200|Meals and Entertainment;1489|Gifts;830|Telephone;1072|Travel Expenses;6413|Scholarships and Membership Discount Given;2760|Other Expense;1|Advertising and Promotion;630^Total;25053^
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Rosie Liebe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04255302119
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-15
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ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0474435579
ReturnHeader/Filer/PhoneNum03603311971
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ReturnHeader/Filer/USAddress/CityNm0Freeland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098249
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-04-14T14:22:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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