Civic Intelligence

Whidbey Community Foundation

990 • Fiscal year 2020 • EIN 81-3860867

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

Organization ProfileWWW.WHIDBEYFOUNDATION.ORG
PO Box 1135Coupeville, WA 98239

(360) 660-5041

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

95th percentile

192%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

256%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$712,644

Up $468,520 (+192%) from 2019

Net Assets

Up

$712,644

Up $469,110 (+193%) from 2019

Liabilities

Down

$0

Down $590 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin89th percentile

Revenue

Up

$849,027

Up $610,410 (+256%) from 2019

Expenses

Up

$430,582

Up $354,914 (+469%) from 2019

Net Income

Up

$418,445

Up $255,496 (+157%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2017: $43,126Liabilities 2017: $2,350Net Assets 2017: $40,7762017Assets 2018: $79,579Liabilities 2018: $0Net Assets 2018: $79,5792018Assets 2019: $244,124Liabilities 2019: $590Net Assets 2019: $243,5342019Assets 2020: $712,644Liabilities 2020: $0Net Assets 2020: $712,6442020Assets 2021: $1,010,349Liabilities 2021: $1,090Net Assets 2021: $1,009,2592021Assets 2022: $3,222,468Liabilities 2022: $0Net Assets 2022: $3,222,4682022Assets 2023: $4,843,937Liabilities 2023: $79,474Net Assets 2023: $4,764,4632023Assets 2024: $5,649,210Liabilities 2024: $104,207Net Assets 2024: $5,545,0032024

Highlighted filing

2020

Assets$712,644
Liabilities$0
Net Assets$712,644
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2017: $91,365Expenses 2017: $70,628Net Income 2017: $20,7372017Revenue 2018: $106,266Expenses 2018: $67,463Net Income 2018: $38,8032018Revenue 2019: $238,617Expenses 2019: $75,668Net Income 2019: $162,9492019Revenue 2020: $849,027Expenses 2020: $430,582Net Income 2020: $418,4452020Revenue 2021: $767,806Expenses 2021: $509,530Net Income 2021: $258,2762021Revenue 2022: $3,047,195Expenses 2022: $764,294Net Income 2022: $2,282,9012022Revenue 2023: $2,857,811Expenses 2023: $1,346,805Net Income 2023: $1,511,0062023Revenue 2024: $2,655,458Expenses 2024: $1,667,526Net Income 2024: $987,9322024

Highlighted filing

2020

Revenue$849,027
Expenses$430,582
Net Income$418,445
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Gross Receipts
$849,027
Mission and Program Overview

Mission

Strengthening the communities of whidbey island for both present and future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$41,784$341,482▲ $299,698
Cash and Non-Interest-Bearing Accounts$161,438$240,811▲ $79,373
Savings and Temporary Cash Investments$40,902$130,351▲ $89,449
Total Assets$244,124$712,644▲ $468,520
Liabilities
Accounts Payable and Accrued Expenses$590$0▼ $590
Total Liabilities$590$0▼ $590
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$237,080$641,074▲ $403,994
Net Assets With Donor Restrictions$6,454$71,570▲ $65,116
Total Net Assets Fund Balance$243,534$712,644▲ $469,110
Total Liabilities and Net Assets / Fund Balance$244,124$712,644▲ $468,520

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020-$53,000▲ $7,997-$60,997
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Sara KellyPresident
Nancy ConardExecutive Director/vice President
Bob SevernsMember
Helen Price JohnsonMember
Jerry MillhonMember
Lance GibbonMember
Robin HertleinMember
Steve ShapiroSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$839,131
Program Service Revenue
$54
Investment Income
$1,457
Other Revenue
$8,385
All Other Contributions
$839,131
Change in Net Assets
$418,445

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$49,995Fair Market Value (FMV)
Total Noncash Contributions1$49,995-

Audited Revenue Reconciliation

Revenue per Audited Statements
$849,027
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$50,665
Total Revenue per Audited Statements
$899,692
Total Revenue per Form 990
$849,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$346,168
Salaries, Compensation, and Employee Benefits$43,176
Other Expenses$36,238
Total Fundraising Expense$14,439
Professional Fundraising Fees$5,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$346,168--$346,168
Other Salaries and Wages$29,694$4,857$4,856$39,407
Advertising$5,850-$4,118$9,968
Fees for Services Management$6,196--$6,196
Conferences and Meetings$3,342$1,951-$5,293
Fees for Services Professional Fundraising--$5,000$5,000
Payroll Taxes$2,840$464$465$3,769
Fees for Services Accounting-$3,424-$3,424
Fees for Service Investment Mgmnt Fees-$2,051-$2,051
Insurance-$1,208-$1,208
Other Expenses$1,033$3,223-$1,033
Office Expenses-$706-$706
Occupancy$447--$447
Total Functional Expenses$398,259$17,884$14,439$430,582

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$430,582
Total Expenses per Audited Statements$430,582
Total Expenses per Form 990$430,582
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Readiness to LearnLangley, WA501(c)(3)Program Support and Covid Assistance$30,000
Opportunity CouncilOak Harbor, WA501(c)(3)Covid Assistance$28,000
Helping Hand of South WhidbeyFreeland, WA501(c)(3)Covid Assistance$15,000
Oak Harbor Educational FoundationOak Harbor, WA501(c)(3)Program Support and Covid Assistance$15,000
Spin CafeOak Harbor, WA501(c)(3)Covid Assistance$12,500
Whidbey Homeless CoalitionLangley, WA501(c)(3)Program Support$12,000
The Hub Youth CentralLangley, WA501(c)(3)Covid Assistance$10,881
Big Brothers Big Sisters of Island CountyOak Harbor, WA501(c)(3)Program Support and Covid Assistance$10,000
Boys and Girls Club of CoupevilleCoupeville, WA501(c)(3)Covid Assistance$10,000
Boys and Girls Club of Oak HarborOak Harbor, WA501(c)(3)Covid Assistance$10,000
Community Foundation for Coupeville Public SchoolsCoupeville, WA501(c)(3)Covid Assistance$10,000
Island Senior ResourcesFreeland, WA501(c)(3)Covid Assistance$10,000
RYAN'S HOUSE FOR YOUTHCoupeville, WA501(c)(3)Covid Assistance$10,000
South Whidbey Schools FoundationFreeland, WA501(c)(3)Covid Assistance$10,000
Toddler Learning CenterOak Harbor, WA501(c)(3)Covid Assistance$10,000
Whidbey Island NourishesLangley, WA501(c)(3)Program Support and Covid Assistance$10,000
Island ShakespeareLangley, WA501(c)(3)Program Support and Covid Assistance$6,500
Black Voters Matter Capacity Building InstituteEast Point, GA501(c)(3)Program Support$6,000
Sno-isle Libraries FoundationMarysville, WA501(c)(3)Program Support$6,000
North Whidbey Help HouseOak Harbor, WA501(c)(3)Covid Assistance$5,500
Central Whidbey Cooperative PreschoolCoupeville, WA501(c)(3)Program Support$5,000
Habitat for Humanity of Island CountyOak Harbor, WA501(c)(3)Covid Assistance$5,000
Mother Mentors of Whidbey IslandLangley, WA501(c)(3)Program Support$5,000
Orca NetworkFreeland, WA501(c)(3)Program Support$5,000
Rotary Club of Oak HarborOak Harbor, WA501(c)(3)Covid Assistance$5,000
SOUTH WHIDBEY CHILDREN'S CENTERLangley, WA501(c)(3)Program Support$5,000
South Whidbey Good CheerLangley, WA501(c)(3)Covid Assistance$5,000
Whidbey Playhouse AssociationOak Harbor, WA501(c)(3)Program Support$5,000
Whidbey Veterans Resource CenterFreeland, WA501(c)(3)Program Support$5,000
Whidbeyhealth FoundationCoupeville, WA501(c)(3)Covid Assistance$5,000
Wsu FoundationCoupeville, WA501(c)(3)Program Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$5,000
Fundraising Gross Income$1,468
Fundraising Direct Expenses$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Whidbey Community Foundation
EIN
81-3860867
Phone
3606605041
Address
PO BOX 1135, COUPEVILLE, WA 98239

Signing Officer

Name
Steve Shapiro
Title
Secretary/treasurer
Phone
3606605041
Signed
2021-05-12

Organization Details

Principal Officer
Steve Shapiro
Formed
2016
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
18

Preparer

Firm
Aiken & Sanders Inc Ps
Address
324 S MAIN ST UNIT A, MONTESANO, WA 98563-4502
Preparer
Terry D Sodders CPA
Phone
3605333370
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“Process has not changed from prior year.”

Financial Statement Notes

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, 2018 through 2020.”

Raw XML AppendixShowing 400 of 715 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0590
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0STRENGTHENING THE COMMUNITIES OF WHIDBEY ISLAND FOR BOTH PRESENT AND FUTURE GENERATIONS.
IRS990/AdvertisingGrp/FundraisingAmt04118
IRS990/AdvertisingGrp/ProgramServicesAmt05850
IRS990/AdvertisingGrp/TotalAmt09968
IRS990/AllOtherContributionsAmt0839131
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum03606605041
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1135
IRS990/BooksInCareOfDetail/USAddress/CityNm0COUPEVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098239
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0161438
IRS990/CashNonInterestBearingGrp/EOYAmt0240811
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01951
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03342
IRS990/ConferencesMeetingsGrp/TotalAmt05293
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0839131
IRS990/CYGrantsAndSimilarPaidAmt0346168
IRS990/CYInvestmentIncomeAmt01457
IRS990/CYOtherExpensesAmt036238
IRS990/CYOtherRevenueAmt08385
IRS990/CYProgramServiceRevenueAmt054
IRS990/CYRevenuesLessExpensesAmt0418445
IRS990/CYSalariesCompEmpBnftPaidAmt043176
IRS990/CYTotalExpensesAmt0430582
IRS990/CYTotalFundraisingExpenseAmt014439
IRS990/CYTotalProfFndrsngExpnsAmt05000
IRS990/CYTotalRevenueAmt0849027
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED GRANTS TO 54 NONPROFIT SERVICE ORGANIZATIONS ON WHIDBEY ISLAND. AS OF DECEMBER 31, 2020, THE ORGANIZATION NOW HAS 6 FIRST DONOR ADVISED FUNDS. ALSO DURING THE YEAR, THEY STARTED A COVID-19 FUND.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt06454
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt071570
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0398259
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03424
IRS990/FeesForServicesAccountingGrp/TotalAmt03424
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt06196
IRS990/FeesForServicesManagementGrp/TotalAmt06196
IRS990/FeesForServicesProfFundraising/FundraisingAmt05000
IRS990/FeesForServicesProfFundraising/TotalAmt05000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02051
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02051
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt76.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0SARA KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE SHAPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm2HELEN PRICE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBIN HERTLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm4BOB SEVERNS
IRS990/Form990PartVIISectionAGrp/PersonNm5LANCE GIBBON
IRS990/Form990PartVIISectionAGrp/PersonNm6JERRY MILLHON
IRS990/Form990PartVIISectionAGrp/PersonNm7NANCY CONARD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR/VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt01468
IRS990/GainOrLossGrp/SecuritiesAmt01065
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0346168
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0346168
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0346168
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01065
IRS990/GrossReceiptsAmt0849027
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01208
IRS990/InsuranceGrp/TotalAmt01208
IRS990/InvestmentIncomeGrp/ExclusionAmt0392
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0392
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt041784
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0341482
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0STRENGTHENING THE COMMUNITIES OF WHIDBEY ISLAND FOR BOTH PRESENT AND FUTURE GENERATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0243534
IRS990/NetAssetsOrFundBalancesEOYAmt0712644
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01065
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01065
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01468
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01468
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt050665
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0237080
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0641074
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt049995
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0447
IRS990/OccupancyGrp/TotalAmt0447
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0706
IRS990/OfficeExpensesGrp/TotalAmt0706
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2FEES & DUES
IRS990/OtherExpensesGrp/Desc3EQUIPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03223
IRS990/OtherExpensesGrp/ProgramServicesAmt01390
IRS990/OtherExpensesGrp/ProgramServicesAmt11299
IRS990/OtherExpensesGrp/ProgramServicesAmt21033
IRS990/OtherExpensesGrp/TotalAmt03223
IRS990/OtherExpensesGrp/TotalAmt11390
IRS990/OtherExpensesGrp/TotalAmt21299
IRS990/OtherExpensesGrp/TotalAmt31033
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06917
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06917
IRS990/OtherRevenueTotalAmt06917
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04856
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04857
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt029694
IRS990/OtherSalariesAndWagesGrp/TotalAmt039407
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0465
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0464
IRS990/PayrollTaxesGrp/ProgramServicesAmt02840
IRS990/PayrollTaxesGrp/TotalAmt03769
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVE SHAPIRO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt054
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0238570
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt024306
IRS990/PYInvestmentIncomeAmt047
IRS990/PYOtherExpensesAmt025686
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0162949
IRS990/PYSalariesCompEmpBnftPaidAmt019676
IRS990/PYTotalExpensesAmt075668
IRS990/PYTotalProfFndrsngExpnsAmt06000
IRS990/PYTotalRevenueAmt0238617
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0418445
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06971
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040902
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0130351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0839131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0238570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0106242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt091355
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01275298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0392
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0473
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt01275298
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0839131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0238570
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0106242
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt091355
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01275298
IRS990ScheduleA/TotalSupportAmt01275771
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt053000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt060997
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt07997
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0279901
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0340489
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0430582
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt050665
IRS990ScheduleD/RevenueNotReportedAmt050665
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0849027
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS PROVIDE GENERAL FUNDING FOR LOCAL WHIDBEY ISLAND NONPROFIT ORGANIZATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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, 2018 THROUGH 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0430582
IRS990ScheduleD/TotalRevenuePerForm990Amt0849027
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0899692
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0430582
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt46500
IRS990ScheduleI/RecipientTable/CashGrantAmt55000
IRS990ScheduleI/RecipientTable/CashGrantAmt65500
IRS990ScheduleI/RecipientTable/CashGrantAmt715000
IRS990ScheduleI/RecipientTable/CashGrantAmt828000
IRS990ScheduleI/RecipientTable/CashGrantAmt95000
IRS990ScheduleI/RecipientTable/CashGrantAmt1030000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt1210000
IRS990ScheduleI/RecipientTable/CashGrantAmt136000
IRS990ScheduleI/RecipientTable/CashGrantAmt145000
IRS990ScheduleI/RecipientTable/CashGrantAmt155000
IRS990ScheduleI/RecipientTable/CashGrantAmt1610000
IRS990ScheduleI/RecipientTable/CashGrantAmt1712500
IRS990ScheduleI/RecipientTable/CashGrantAmt1810881
IRS990ScheduleI/RecipientTable/CashGrantAmt1910000
IRS990ScheduleI/RecipientTable/CashGrantAmt205000
IRS990ScheduleI/RecipientTable/CashGrantAmt2112000
IRS990ScheduleI/RecipientTable/CashGrantAmt2210000
IRS990ScheduleI/RecipientTable/CashGrantAmt235000
IRS990ScheduleI/RecipientTable/CashGrantAmt245000
IRS990ScheduleI/RecipientTable/CashGrantAmt255000
IRS990ScheduleI/RecipientTable/CashGrantAmt2610000
IRS990ScheduleI/RecipientTable/CashGrantAmt276000
IRS990ScheduleI/RecipientTable/CashGrantAmt2810000
IRS990ScheduleI/RecipientTable/CashGrantAmt2910000
IRS990ScheduleI/RecipientTable/CashGrantAmt305000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc20501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc21501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc22501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc23501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc24501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc25501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc26501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc27501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc28501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc29501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc30501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COVID ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1COVID ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2COVID ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3COVID ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4PROGRAM SUPPORT AND COVID ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5PROGRAM SUPPORT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$712,644
Liabilities
$0
Net assets
$712,644
Revenue
$849,027
Expenses
$430,582
Net income
$418,445
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.65$0.10$5.55$2.66$1.67$0.99
2023Detailed filing. Detailed filing data is available for this year.$4.84$0.08$4.76$2.86$1.35$1.51
2022Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$3.05$0.76$2.28
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.77$0.51$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.85$0.43$0.42
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.24$0.08$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.11$0.07$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.09$0.07$0.02