Historic Wallingford

Nonprofit profile at a glance

EIN
821945888
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025, Form 990-N 2021
Location
Seattle, WA, USA
Phone
2067904910
Rating
55
Verdict
MIXED
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Official website

Reported finances

Revenue
$31,801
Expenses
$21,856
Assets
$32,105
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Rhonda Bush (President)
  • Sarah Martin (Vice President)

People named in this filing

  • Rhonda Bush (President)
  • Sarah Martin (Vice President)
  • Larry Bush (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To foster an awareness of and appreciation for Wallingford's history and architecture.

What it reported doing in 2025

Highlights include hosting the Wally-Home Resource Fair, which connected property owners with local vendors and resources for maintaining and upgrading their homes, honoring a long-standing local business with a Legacy Award, sponsoring and tabling at the Wallingford Parade, holding our second Roaring 20s Speakeasy fundraising event, and hosting a holiday volunteer appreciation party.

Operating model

Revenue model
Donor-supported. 81% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 97% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 27
  • Transparency & Controls: 82
  • Sustainability: 70
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 23.8%; rating input score 24
  • Program expense ratio: 32.6%; rating input score 33

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 31.3%; rating input score 81; 81st percentile among comparable filings
  • Total-asset coverage ratio: 1.47; rating input score 58; 58th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 17.4% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: 34.5% per year; rating input score 100; 94th percentile among comparable filings
  • Asset growth: 6.2% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 23.8% of revenue deployed · 32.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $7K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 24/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 33/100.
  • Review — Sustainability: Total-asset coverage ratio scored 58/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.