South Whidbey at Home

Nonprofit profile at a glance

EIN
474435579
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025, Form 990-N 2017
Location
Freeland, WA, USA
Phone
3603311971
Rating
55
Verdict
MIXED
Rating confidence
Moderate
Sector
Human Services N.E.C.

Official website

Reported finances

Revenue
$144,671
Expenses
$115,906
Assets
$264,695
Liabilities
$1,757

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

Leadership & pay

5 people listed

Executive titles in this filing

  • Sam Wessel-Estes (President)
  • Kevin Clay (Vice President)
  • Beth Herrild (Executive Director)

People named in this filing

  • Margaret Andersen (Secretary)
  • Henry Veldman (Treasurer)
  • Sam Wessel-Estes (President)

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

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.

What it reported doing in 2025

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.

Operating model

Revenue model
Donor-supported. 67% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% 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: 13
  • Transparency & Controls: 100
  • Sustainability: 63
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 14%; rating input score 14
  • Program expense ratio: 11.5%; rating input score 11

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 19.9%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 2.28; rating input score 83; 83rd percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 40; 40th percentile among comparable filings
  • Officer compensation ratio: 50.4%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: 25.4% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: 19.7% per year; rating input score 100; 82nd percentile among comparable filings
  • Asset growth: 17.6% per year; rating input score 100; 74th percentile among comparable filings

Details

  • Where the money goes: 14% of revenue deployed · 11.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $13K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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 14/100.
  • High — Financial Efficiency: Program expense ratio scored 11/100.
  • High — Sustainability: Officer compensation ratio scored 5/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 40/100.