Civic Intelligence

Washington Trust for Historic

EIN 91-0983680 • 501(c)3 • Seattle, WA

Profile

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.

1204 Minor AvenueSeattle, WA 98101

www.preservewa.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.11x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.20x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

16%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$3,765,443

Up $428,299 (+13%) from 2023

Liabilities

Up

$432,492

Up $191,911 (+80%) from 2023

Net Assets

Up

$3,332,951

Up $236,388 (+7.6%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin61st percentile

Revenue

Up

$2,185,888

Up $303,448 (+16%) from 2023

Expenses

Up

$1,965,220

Up $289,809 (+17%) from 2023

Net Income

Up

$220,668

Up $13,639 (+6.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,352,520Liabilities 2010: $69,384Net Assets 2010: $1,283,1362010Assets 2011: $1,287,073Liabilities 2011: $69,588Net Assets 2011: $1,217,4852011Assets 2012: $1,326,731Liabilities 2012: $68,349Net Assets 2012: $1,258,3822012Assets 2013: $1,264,651Liabilities 2013: $66,690Net Assets 2013: $1,197,9612013Assets 2014: $1,221,046Liabilities 2014: $30,376Net Assets 2014: $1,190,6702014Assets 2015: $1,547,417Liabilities 2015: $306,918Net Assets 2015: $1,240,4992015Assets 2016: $1,657,461Liabilities 2016: $323,164Net Assets 2016: $1,334,2972016Assets 2017: $1,799,090Liabilities 2017: $299,455Net Assets 2017: $1,499,6352017Assets 2018: $2,075,273Liabilities 2018: $442,616Net Assets 2018: $1,632,6572018Assets 2019: $2,286,795Liabilities 2019: $413,381Net Assets 2019: $1,873,4142019Assets 2020: $2,551,719Liabilities 2020: $496,327Net Assets 2020: $2,055,3922020Assets 2021: $3,069,845Liabilities 2021: $379,531Net Assets 2021: $2,690,3142021Assets 2022: $3,133,792Liabilities 2022: $247,758Net Assets 2022: $2,886,0342022Assets 2023: $3,337,144Liabilities 2023: $240,581Net Assets 2023: $3,096,5632023Assets 2024: $3,765,443Liabilities 2024: $432,492Net Assets 2024: $3,332,9512024

Highlighted filing

2024

Assets$3,765,443
Liabilities$432,492
Net Assets$3,332,951
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $368,553Expenses 2010: $417,933Net Income 2010: -$49,3802010Revenue 2011: $470,505Expenses 2011: $532,583Net Income 2011: -$62,0782011Revenue 2012: $629,545Expenses 2012: $591,696Net Income 2012: $37,8492012Revenue 2013: $532,325Expenses 2013: $596,677Net Income 2013: -$64,3522013Revenue 2014: $525,159Expenses 2014: $531,956Net Income 2014: -$6,7972014Revenue 2015: $602,456Expenses 2015: $550,575Net Income 2015: $51,8812015Revenue 2016: $871,267Expenses 2016: $778,210Net Income 2016: $93,0572016Revenue 2017: $924,701Expenses 2017: $765,355Net Income 2017: $159,3462017Revenue 2018: $912,533Expenses 2018: $761,925Net Income 2018: $150,6082018Revenue 2019: $918,870Expenses 2019: $698,135Net Income 2019: $220,7352019Revenue 2020: $1,057,106Expenses 2020: $871,812Net Income 2020: $185,2942020Revenue 2021: $1,738,870Expenses 2021: $1,111,464Net Income 2021: $627,4062021Revenue 2022: $1,684,571Expenses 2022: $1,431,158Net Income 2022: $253,4132022Revenue 2023: $1,882,440Expenses 2023: $1,675,411Net Income 2023: $207,0292023Revenue 2024: $2,185,888Expenses 2024: $1,965,220Net Income 2024: $220,6682024

Highlighted filing

2024

Revenue$2,185,888
Expenses$1,965,220
Net Income$220,668
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,765,443
Liabilities
$432,492
Net assets
$3,332,951
Revenue
$2,185,888
Expenses
$1,965,220
Net income
$220,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.43$3.33$2.19$1.97$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.34$0.24$3.10$1.88$1.68$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.25$2.89$1.68$1.43$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.07$0.38$2.69$1.74$1.11$0.63
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.50$2.06$1.06$0.87$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.29$0.41$1.87$0.92$0.70$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.44$1.63$0.91$0.76$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.30$1.50$0.92$0.77$0.16
2016Summary only. Only limited summary data is available for this year.$1.66$0.32$1.33$0.87$0.78$0.09
2015Summary only. Only limited summary data is available for this year.$1.55$0.31$1.24$0.60$0.55$0.05
2014Summary only. Only limited summary data is available for this year.$1.22$0.03$1.19$0.53$0.53$0.01
2013Summary only. Only limited summary data is available for this year.$1.26$0.07$1.20$0.53$0.60$0.06
2012Summary only. Only limited summary data is available for this year.$1.33$0.07$1.26$0.63$0.59$0.04
2011Summary only. Only limited summary data is available for this year.$1.29$0.07$1.22$0.47$0.53$0.06
2010Summary only. Only limited summary data is available for this year.$1.35$0.07$1.28$0.37$0.42$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 20, 2025
Return Version
2024v5.2
Gross Receipts
$2,383,851
Mission and Program Overview

Mission

The washington trust helps make local historic preservation work. We build an ethic that preserves washington's historic places through advocacy, education, collaboration and stewardship.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$886,860$1,495,356▲ $608,496
Land, Buildings, and Equipment, Net$1,511,370$1,455,960▼ $55,410
Investments in Publicly Traded Securities$416,159$486,096▲ $69,937
Cash and Non-Interest-Bearing Accounts$150,269$235,538▲ $85,269
Accounts Receivable$372,270$92,246▼ $280,024
Prepaid Expenses and Deferred Charges$215$243▲ $28
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,337,144$3,765,443▲ $428,299
Other Assets Total$1$4▲ $3
Liabilities
Grants Payable$135,945$334,150▲ $198,205
Accounts Payable and Accrued Expenses$55,439$56,126▲ $687
Deferred Revenue$25,467$24,166▼ $1,301
Other Liabilities$23,730$18,050▼ $5,680
Total Liabilities$240,581$432,492▲ $191,911
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,047,890$3,285,278▲ $237,388
Net Assets With Donor Restrictions$48,673$47,673▼ $1,000
Total Net Assets Fund Balance$3,096,563$3,332,951▲ $236,388
Total Liabilities and Net Assets / Fund Balance$3,337,144$3,765,443▲ $428,299

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,034,256$2,234,735$3,268,991
Land$310,000-$310,000
Other Land Buildings$111,704$161,951$273,655
Equipment-$59,205$59,205

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$951,872$611,751▲ $77,674-$1,636,335
2023$1,053,054$298,010▲ $70,181$465,576$951,872
2022$1,079,502$25,111▲ $48,457-$1,149,968
2021$911,244$126,193▲ $117,065$75,000$1,079,502
2020$801,681$92,481▲ $37,899$20,817$911,244
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher MooreExecutive DirectorFT$110,614$10,209$120,823

Board Members and Trustees

NameTitle
Betsy GodlewskiPresident
Matt InpanbutrVice President
Andrew ZellersDirector
Anneka OlsonDirector
Bryan ZagerDirector
Connie Walker GrayDirector
Dan ChandlerDirector
Edna FundDirector
Elizabeth McGreeDirector
Fred GoldbergDirector
Horace FoxallDirector
Kyle WalkerDirector
Logan CamporealeDirector
Marshall McClintockDirector
Michael SullivanDirector
Michael WalkerDirector
Patrick HanleyDirector
Paul MannDirector
Paul ParkerDirector
Raymond RestDirector
Stephanie ToothmanDirector
Stephen WaiteDirector
Steve StromingDirector
Temple LentzDirector
Zane KanyerDirector
Zoe ScuderiDirector
Claudi KiyamaSecretary
Jan BaderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,646,390
Program Service Revenue
$464,773
Investment Income
$62,347
Other Revenue
$12,378
All Other Contributions
$267,638
Change in Net Assets
$220,668

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 Traded2$30,809Fair Market Value (FMV)
Total Noncash Contributions2$30,809-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,118,202
Other Expenses$847,018
Total Fundraising Expense$108,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$693,966$68,924$48,012$810,902
Current Officers, Directors, Trustees, and Key Employees$71,176$35,587$11,862$118,625
Other Employee Benefits$73,065$10,460$5,127$88,652
Payroll Taxes$67,721$8,979$5,231$81,931
Travel$78,853$1,710$43$80,606
Office Expenses$38,091$18,999$5,705$62,795
Fees for Services Other$53,894$8,553-$62,447
Other Expenses$22,548$10,309$3,160$36,017
All Other Expenses$25,420$7,471-$32,891
Pension Plan Contributions$14,877$2,181$1,034$18,092
Occupancy$14,433$4$2,675$17,112
Fees for Services Accounting-$8,836-$8,836
Advertising$7,386-$25$7,411
Insurance$2,407$791-$3,198
Conferences and Meetings$2,613$322-$2,935
Fees for Services Legal$626--$626
Total Functional Expenses$1,670,958$186,252$108,010$1,965,220
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rent Deposit$10,993
Payroll Liabilities$7,057
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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

“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 15B

“Compensation for the organizations' executive director is determined by the executive committee. The executive committee conducts an annual review of the executive director and collects comparabiity data from other non-profit historic preservation advocacy organizations to substantiate the executive director's level of compensation. 15b 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 public upon request.”

Filing and Contact Details

Filer

Filer Name
Washington Trust For Historic
EIN
91-0983680
Phone
2066249449
Address
1204 Minor Avenue, Seattle, WA 98101

Signing Officer

Name
Christopher Moore
Title
Executive Director
Signed
2025-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Moore
Formed
1975
Legal Domicile
Wa
Voting Board Members
29
Independent Board Members
28
Employees
14
Volunteers
75

Preparer

Firm
Jacobson Lawrence & Associates Pllc
Address
200 FIRST AVENUE W SUITE 302, SEATTLE, WA 98119
Preparer
Derek Desjardins CPA
Phone
2067282727
Supplemental Narrative

Financial Statement Notes

Part II, Line 9: Organization Reporting of conservation easements.

“On the Income Statement, income is 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: Description of organization'S collections and how it furthers its purpose.

“The organization's collections of art, historical treasurer 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: Intended uses of the endowment fund.

“Term endowments are intended to be used for the development and enhancement of various programs and facilities.”

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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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IRS990/Desc0Looking back, 2024 was a year of milestones, as the Washington Trust team worked to promote historic preservation, community placemaking, and cultural heritage in towns across the state.Advocacy remained a cornerstone of our work. We made our annual sojourn to Washington, D.C., for Preservation Advocacy Week, meeting with our states Congressional representatives to support federal preservation policies and funding. At the state level, we continued our work with lawmakers to showcase the importance of preservation as a valuable economic development tool. In partnership with the Department of Archeology & Historic Preservation (DAHP), we supervised capital grant programs for historic barns, county courthouses, cemeteries, and theaters. We added three new listings to Washington's Most Endangered Places: the Ryan House in Sumner, a historic log cabin in Langley, and the Coupeville Wharf.Our programs had stellar years as well. The Washington State Main Street Program, a DAHP program administered by the Washington Trust, celebrated its 40th anniversary in 2024. The Main Street network overall grew to 77 towns and cities with the addition of one new Community (Snohomish) and ?ve new Affiliates (Cathlamet, Chewelah, Kirkland, Oakesdale, and Pioneer Square in Seattle). Our annual conference, newly re-branded as PLACES, traveled to Walla Walla, attracting 385 attendees and contributing $175,000 to the local economy. We were awarded a Neighborhood Business Districts grant from the City of Spokane, which will support district improvements and organizational development in four of Spokanes historic neighborhood business districts starting in 2025.In our second official year of activities for the MariOme Washington National Heritage Area, we hosted public and network events celebrating Washingtons maritime history and heritage. Our Maritime Washington grant program awarded more than $260,000 in sub-grants. We welcomed a Mellon Humanities Postdoctoral Fellow, Dr. Meagan Harden, who will work with sta
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