Nonprofit · EIN 47-4435579
SOUTH WHIDBEY AT HOME
Tax-exempt · FREELAND, WA 98249
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ (amended) | $144,671 | $115,906 | $28,765 | $264,695 | $1,757 | $262,938 |
| December 31, 2024 | 990-EZ | $107,006 | $73,200 | $33,806 | $230,595 | $747 | $229,848 |
| December 31, 2023 | 990-EZ | $82,066 | $50,411 | $31,655 | $198,332 | $1,468 | $196,864 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $97,032
- Membership dues
- $33,574
- Program service revenue
- $5,567
- Investment income
- $8,229
- Net gain from sales of assets
- $269
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $58,450
- Salaries, compensation and benefits (total)
- $76,736
- Professional fees and payments to contractors
- $8,285
- Occupancy
- $11,755
- Printing, publications and postage
- $1,114
- Other expenses
- $18,016
- Program services (functional)
- $13,300
Balance sheet and other
- Total assets, start of year
- $230,595
- Total assets, end of year
- $264,695
- Total liabilities, end of year
- $1,757
- Net assets, end of year
- $262,938
- Cash, savings and investments
- $264,695
- Gross receipts
- $144,671
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Beth Herrild | Executive Director | 40 | $58,450 |
| Margaret Andersen | Secretary | 1.25 | $0 |
| Henry Veldman | Treasurer | 1.25 | $0 |
| Sam Wessel-Estes | President | 5 | $0 |
| Kevin Clay | Vice President | 1.25 | $0 |
990-EZ for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles Clark | Secretary | 3 | $0 |
| Rosie Liebe | Treasurer | 12 | $0 |
| Nancy Van Wormer | President | 9 | $0 |
| Ross Godwin | Vice President | 3 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen Guss | Treasurer | 11 | $0 |
| Charles Clark | Secretary | 2 | $0 |
| Nancy Van Wormer | President | 9 | $0 |
| Ross Godwin | Vice President | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 1796 MAIN ST STE 104, FREELAND, WA 98249-9428
- In care of
- % SOUTH WHIDBEY AT HOME
- Mailing address (990-N for 2017)
- PO Box 557, Langley WA 98260
- Principal officer (990-N for 2017)
- Paul Goldfinger, PO Box 557, Langley WA 98260
- Signed the 990-EZ
- Sam Wessel-Estes, President
- Phone
- (360) 331-1971
- Website
- https://swathome.org/
- Return prepared by
- Chan Ye Accounting LLC
Mission
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 they love by providing access to a variety of volunteer services, empowering educational events, and social activities. We are committed to improving the well-being of our members by connecting people in a mutually beneficial way.
Program accomplishments
- South Whidbey at Home is active in the community by providing access to a variety of 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.Expenses $13,300 · grants $15,217
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 47-4435579
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P99)
- Assets (IRS master file)
- $264,695
- Income (IRS master file)
- $144,671
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $144,671 | $115,906 | $264,695 | XML |
| 990-EZ | December 2024 | $107,006 | $73,200 | $230,595 | XML |
| 990-EZ | December 2023 | $82,066 | $50,411 | $198,332 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2017 Officer: Paul Goldfinger | December 31, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-4435579).
Questions about SOUTH WHIDBEY AT HOME
- What is the EIN of SOUTH WHIDBEY AT HOME?
- The employer identification number (EIN) of SOUTH WHIDBEY AT HOME is 47-4435579.
- Is SOUTH WHIDBEY AT HOME tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to SOUTH WHIDBEY AT HOME tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH WHIDBEY AT HOME file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTH WHIDBEY AT HOME due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH WHIDBEY AT HOME last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of SOUTH WHIDBEY AT HOME?
- The 990-N for 2017 names Paul Goldfinger.
- Who are the officers and directors of SOUTH WHIDBEY AT HOME?
- The 990-EZ for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $58,450 (Beth Herrild, Executive Director).
- How much revenue does SOUTH WHIDBEY AT HOME have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $144,671, expenses of $115,906 and total assets of $264,695 at year end.
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