North Whidbey Help FY2023 filing

Tax-deductible

Oak Harbor, WA501(c)(3)EIN 91-1003975Revenue $1.0M in FY2023

On file with the IRS1091 Se Hathaway St, 98277-4075 · Oak Harbor, WATax-exempt since Nov 1977Publicly supported charity — 170(b)(1)(A)(vi)

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Food Assistance for 17,184 needy people in the community. With the help of 3488volunteer hours the agency served 17,184 individuals and distributed 7302 food boxes including holiday baskets. In addition Help House performed 529 Tele-Care Calls to verify heath and wellness. 15 people were assisted with Salvation Army vouchers for prescriptions. Clients came in twice per week to obtain bakery goods and produce items donated by local grocery stores.

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $41K a year · 4% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 6.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $28K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$7K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
+20% vs prior year
Spent
$1.1M
To programs
96%
Net assets
$664K
By yearFY2020–FY2024
Revenue
$1.0M
FY2023▲ +20%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$939K
FY2022$859K
FY2023$1.0M
FY2024$1.0M
Expenses
$1.1M
FY2023▲ +29%
Tap a bar for its year
Expenses by fiscal year
FY2020$992K
FY2021$888K
FY2022$856K
FY2023$1.1M
FY2024$1.1M
Net assets
$664K
FY2023▼ -9%
Tap a bar for its year
Net assets by fiscal year
FY2020$709K
FY2021$755K
FY2022$732K
FY2023$664K
FY2024$623K

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1977.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $1.1M Management & general 2% · $21K Fundraising 3% · $28K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See North Whidbey Help executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides food boxes, fresh produce, and wellness checks to community members in need.

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Provided by the organization

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1 program · $1.1M · in their own filed words · FY2023
01

During 2023 Help House distributed food baskets that fed 15,025 people. They also provided 40,717 people with produce and bakery items donated from local stores. They assisted 30 people with the North Whidbey Medical Help fund by providing up to 500 annually for assistance with co-pays, prescriptions, medical equipment and dental care.

$1.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Island ThriftFY2024$6K
Total grants receivedfrom 4 funders$28K
See all 4 funders →
Grants paid · 1 grant · $139K · 2020–2020
South Whidbey Good Cheer INCWA · FY2020$139,239

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$1.0M
Ln 12
Gifts and grantsLn 1h$1.0M
Investment incomeLn 3$9K
Money outPt IX
$1.1M
Ln 25
Programscol B$1.1M
Managementcol C$21K
Fundraisingcol D$28K
Owns and owesPt X
$664K
net assets · Ln 32
Cash and savingsLn 1–2$563K
Total assetsLn 16$671K
LiabilitiesLn 26$7K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Government grantsLn 1e$185K
Fundraising eventsLn 1c$750
Investment incomeLn 3$9K
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$123K
SavingsLn 2$439K
Cash and savings togetherLn 1–2$563K
Land, buildings, equipmentLn 10c$109K
Total assetsLn 16$671K
LiabilitiesLn 26$7K
Net assetsLn 32$664K
OperationsPt I, VI
EmployeesI 50
VolunteersI 614
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$615K$563K
Land, buildings, equipmentLn 10c$122K$109K
Total assetsLn 16$737K$671K
LiabilitiesLn 26$5K$7K
Net assetsLn 32$732K$664K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$187K$142K$19K$26K
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$500$500
Payroll taxesLn 10$16K$16K
Management feesLn 11a$2K$2K
Legal feesLn 11b$0
Accounting feesLn 11c$4K$3K$985
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$1K$1K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$16K$14K$961$1K
TravelLn 17$2K$2K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$13K$13K
InsuranceLn 23$9K$9K
Other expenses (24a–d)Ln 24$850K$850K
All other expensesLn 24e$0
Total functional expensesLn 25$1.1M$1.1M$21K$28K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.0M$1.1M−$64K$623K 990 PDF
FY2023 Viewing $1.0M$1.1M−$72K$664K 990 PDF
FY2022 $859K$856K$3K$732K 990 PDF
FY2021 $939K$888K$52K$755K 990 PDF
FY2020 $1.3M$992K$285K$709K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $1,031,677 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $858,295$1,023,012
I-9 Program service revenue$0
I-10 Investment incomePrior year $793$8,665
I-11 Other revenue$0
I-12 Total revenuePrior year $859,088$1,031,677
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $181,507$203,789
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $674,164$899,573
I-18 Total expensesPrior year $855,671$1,103,362
I-19 Revenue less expensesPrior year $3,417−$71,685
Part VI · Governance 13 of 13 board members independent, 4 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $1,031,677 across 6 lines filed
VIII-1c Fundraising events$750
VIII-1e Government grants$184,668
VIII-1f All other contributions, gifts and grants$837,594
VIII-1h Total contributions, gifts and grants$1,023,012
VIII-3 Investment incomeRelated to mission $8,665$8,665
VIII-12 Total revenueRelated to mission $8,665$1,031,677
Part IX · Statement of functional expenses $1,103,362 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified personsPrograms $142,101 · Management $18,697 · Fundraising $26,176$186,974
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $500$500
IX-10 Payroll taxesPrograms $16,315$16,315
IX-11a Management feesPrograms $2,037$2,037
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $2,954 · Management $985$3,939
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotionPrograms $2,979$2,979
IX-13 Office expensesPrograms $1,031$1,031
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $13,616 · Management $961 · Fundraising $1,442$16,019
IX-17 TravelPrograms $1,642$1,642
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $13,194$13,194
IX-23 InsurancePrograms $8,820$8,820
IX-24 Other expenses (24a–d)Programs $849,912$849,912
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $1,055,101 · Management $20,643 · Fundraising $27,618$1,103,362
Part X · Balance sheet $671,468 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $435,189$123,293
X-2 Savings and temporary cash investmentsStart of year $179,417$439,253
X-10c Land, buildings and equipment, netStart of year $122,116$108,922
X-16 Total assetsStart of year $736,722$671,468
X-17 Accounts payable and accrued expensesStart of year $5,180$7,146
X-26 Total liabilitiesStart of year $5,180$7,146
X-27 Net assets without donor restrictionsStart of year $731,542$664,322
X-32 Total net assets or fund balancesStart of year $731,542$664,322
X-33 Total liabilities and net assetsStart of year $736,722$671,468
Part XI · Reconciliation of net assets $664,322 net assets at year end
XI-1 Total revenue$1,031,677
XI-2 Total expenses$1,103,362
XI-3 Revenue less expenses−$71,685
XI-4 Net assets at start of year$731,542
XI-5 Net unrealized gains (losses) on investments$6,345
XI-8 Prior period adjustments−$1,880
XI-10 Net assets at end of year$664,322

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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