Skip to content
Nonprofiteer
← WASHINGTON TRUST FOR HISTORIC PRESERVATION

Form 990 for tax year 2023

Filed by WASHINGTON TRUST FOR HISTORIC PRESERVATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 17 December 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$1,882,440
Total expenses
$1,675,411
Contributions and grants received
$1,540,541
Grants paid
$0
Program service revenue
$339,760
Investment income
$31,336
Other revenue
-$29,197
Total assets, end of year
$3,337,144
Total liabilities, end of year
$240,581
Net assets or fund balances, end of year
$3,096,563
Program services expenses (Part IX)
$1,386,600
Management and general expenses
$187,194
Fundraising expenses
$101,617
Program service expenses (Part III)
$1,386,600

Program services were 82.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $29,761

  • 1e · Government grants (contributions)

    $1,071,672

  • 1f · All other contributions, gifts and grants

    $439,108

  • 1g · Noncash contributions included above

    $24,606

  • 2a · Program service revenue: EVENTS

    total $199,961 · related or exempt $199,961

  • 2b · Program service revenue: CONTRACTS

    total $118,395 · related or exempt $118,395

  • 2c · Program service revenue: SERVICE FEES

    total $9,149 · related or exempt $9,149

  • 2d · Program service revenue: EVENT USE FEES

    total $8,500 · related or exempt $8,500

  • 2e · Program service revenue: PARTNER FEES

    total $2,525 · related or exempt $2,525

  • 2f · All other program service revenue

    total $1,230 · related or exempt $1,230

  • 3 · Investment income

    total $33,294 · excluded $33,294

  • 6a · Gross rents

    real property $202,954

  • 6b · Less rental expenses

    real property $232,151

  • 6c · Rental income or loss

    real property -$29,197

  • 6d · Net rental income or loss

    total -$29,197 · excluded -$29,197

  • 7a · Gross sales of assets other than inventory

    securities $22,648

  • 7b · Less cost or other basis and sales expenses

    securities $24,606

  • 7c · Gain or loss

    securities -$1,958

  • 7d · Net gain or loss

    total -$1,958 · excluded -$1,958

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $117,563 · program services $70,538 · management and general $35,269 · fundraising $11,756

  • 7 · Other salaries and wages

    total $696,681 · program services $589,460 · management and general $65,421 · fundraising $41,800

  • 8 · Pension plan contributions

    total $15,197 · program services $12,268 · management and general $1,933 · fundraising $996

  • 9 · Other employee benefits

    total $66,628 · program services $52,415 · management and general $9,472 · fundraising $4,741

  • 10 · Payroll taxes

    total $72,705 · program services $59,197 · management and general $8,762 · fundraising $4,746

  • 11b · Fees: legal

    total $640 · program services $640

  • 11c · Fees: accounting

    total $6,923 · management and general $6,923

  • 11g · Fees: other

    total $177,792 · program services $156,997 · management and general $20,795

  • 12 · Advertising and promotion

    total $8,769 · program services $8,769

  • 13 · Office expenses

    total $62,101 · program services $41,529 · management and general $15,798 · fundraising $4,774

  • 16 · Occupancy

    total $15,239 · program services $12,511 · management and general $218 · fundraising $2,510

  • 17 · Travel

    total $85,110 · program services $82,630 · management and general $2,480

  • 19 · Conferences, conventions and meetings

    total $3,991 · program services $3,991

  • 20 · Interest

    total $40 · management and general $40

  • 23 · Insurance

    total $2,940 · program services $2,149 · management and general $791

  • 24a · Other expenses: CONTRACT LABOR

    total $205,862 · program services $202,470 · management and general $911 · fundraising $2,481

  • 24b · Other expenses: MEALS AND ENTERTAINMENT

    total $54,182 · program services $28,931 · management and general $2,094 · fundraising $23,157

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $20,319 · program services $10,039 · management and general $6,079 · fundraising $4,201

  • 24d · Other expenses: EQUIPMENT RENTAL AND MA

    total $12,753 · program services $7,662 · management and general $4,741 · fundraising $350

  • 24e · All other expenses

    total $49,976 · program services $44,404 · management and general $5,467 · fundraising $105

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $176,997 · end of year $150,269

  • 2 · Savings and temporary cash investments

    beginning of year $1,090,719 · end of year $886,860

  • 4 · Accounts receivable

    beginning of year $244,216 · end of year $372,270

  • 9 · Prepaid expenses and deferred charges

    beginning of year $112 · end of year $215

  • 10a · Land, buildings and equipment: cost or other basis

    $3,911,852

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,400,481

  • 10c · Land, buildings and equipment, net

    beginning of year $1,345,343 · end of year $1,511,371

  • 11 · Investments: publicly traded securities

    beginning of year $276,405 · end of year $416,159

  • 17 · Accounts payable and accrued expenses

    beginning of year $55,377 · end of year $55,439

  • 18 · Grants payable

    beginning of year $135,945 · end of year $135,945

  • 19 · Deferred revenue

    beginning of year $35,766 · end of year $25,467

  • 25 · Other liabilities

    beginning of year $20,670 · end of year $23,730

  • 27 · Net assets without donor restrictions

    beginning of year $2,660,123 · end of year $3,047,890

  • 28 · Net assets with donor restrictions

    beginning of year $225,911 · end of year $48,673

Mission and programs · 2023

Mission

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.

  • IT WAS A BUSY YEAR FOR ADVOCACY, AS WE WORKED TO ENSURE THAT PRESERVATION HAD A VOICE AT THE STATE AND NATIONAL LEVELS. FOR THE FIRST TIME SINCE 2020, WE RETURNED TO WASHINGTON, D.C., FOR PRESERVATION ADVOCACY WEEK, MEETING CONGRESSIONAL REPRESENTATIVES TO ADVOCATE FOR FEDERAL PRESERVATION POLICIES AND FUNDINGAND RECEIVING RECOGNITION AS THE LARGEST DELEGATION IN THE COUNTRY FOR OUR 15-PERSON CREW. AT THE STATE LEVEL, WE MET WITH LAWMAKERS TO SUCCESSFULLY ADVOCATE FOR CONTINUED FUNDING FOR THE WASHINGTON STATE MAIN STREET PROGRAM AND THE DEPARTMENT OF ARCHAEOLOGY & HISTORIC PRESERVATION'S FOUR CAPITAL GRANT PROGRAMS FOR HISTORIC BARNS, COUNTY COURTHOUSES, CEMETERIES, AND THEATERS IN THE 2023-2025 STATE BUDGET. AS STATE LEADERS WORKED TO ADDRESS THE HOUSING CRISIS, WE ADVOCATED FOR THE ROLE THAT PRESERVATION CAN PLAY, ISSUING A HOUSING POSITION PAPER IN CONJUNCTION WITH KEY PARTNERS AND STAKEHOLDERS.OUR MAJOR PROGRAMS GREW SIGNIFICANTLY IN 2023. MARITIME WASHINGTON NATIONAL HERITAGE AREA ACTIVITIES OFFICIALLY LAUNCHED, WITH INFORMATIONAL EVENTS FROM ABERDEEN TO BELLINGHAM. THE WASHINGTON STATE MAIN STREET PROGRAM NETWORK GREW TO 72 TOWNS AND CITIES WITH THE ADDITION OF TWO NEW COMMUNITIES (LACROSSE AND RENTON) AND THREE NEW AFFILIATES (AUBURN, EATONVILLE, AND ILWACO). THE REVITALIZEWA ANNUAL CONFERENCE TRAVELED TO VANCOUVER FOR OUR BEST-ATTENDED EVENT EVER, ATTRACTING 350 ATTENDEES AND CONTRIBUTING $200,000 TO THE LOCAL ECONOMY. THE 10TH ANNUAL YOUTH HERITAGE PROJECT TOOK 42 STUDENTS TO THE MANHATTAN PROJECT NATIONAL HISTORICAL PARK AT HANFORD TO LEARN ABOUT THE SITES AND COMMUNITIES BEHIND THE WORLD'S FIRST ATOMIC BOMBS. STUDENTS ALSO LEARNED ABOUT THE TRIBAL NATIONS WHO HAVE CALLED THE TRI-CITIES REGION HOME SINCE TIME IMMEMORIAL, THE WORKERS (AND ASSOCIATED HISTORY OF SEGREGATION) WHO HELPED BUILD THE WORLD'S FIRST PLUTONIUM PRODUCTION FACILITIES, THE COMPLEXITIES AND ETHICAL ISSUES SURROUNDING NUCLEAR SCIENCE AND TECHNOLOGY, AND THE MODERN-DAY ENVIRONMENTAL CLEAN-UP EFFORTS AROUND THE SITE. WE CONTINUED TO ADVOCATE FOR THE 24 ACTIVE MOST ENDANGERED PLACES CAMPAIGNS AROUND THE STATE, AND ONE OF WASHINGTON'S MOST ENDANGERED PLACES, SEATTLE'S CHINATOWN-INTERNATIONAL DISTRICT, ACHIEVED NATIONAL PROMINENCE WHEN IT WAS NAMED TO THE NATIONAL TRUST FOR HISTORIC PRESERVATION'S 11 MOST ENDANGERED HISTORIC PLACES LIST FOR 2023. WHILE EVENT RENTALS AND ATTENDANCE NUMBERS AT THE STIMSON-GREEN MANSION HAVE NOT FULLY REBOUNDED SINCE 2020, WE CONTINUE TO OFFER OPPORTUNITIES FOR PUBLIC ENGAGEMENT, INCLUDING OUR MONTHLY EDUCATIONAL TOURS, THROUGHOUT THE YEAR. WE HAVE ENABLED FELLOW NONPROFITS TO UTILIZE THE SPACE, AND THE MANSION HAS BEEN USED BY PARTNERS AND TENANTS FOR PUBLIC EVENTS INCLUDING VACCINATION CLINICS, OPEN HOUSES, AND MONTHLY COMMUNITY GRIEF GATHERINGS. IN 2023, WE COMPLETED THE ROOF AND GUTTER REPLACEMENT OF BOTH THE MANSION AND CARRIAGE HOUSE THANKS TO SUCCESSFUL FUNDRAISING EFFORTS. WE CONTINUE TO FUNDRAISE FOR SOLAR PANEL INSTALLATION AND HVAC UPGRADES, WHICH WE ANTICIPATE TAKING PLACE IN THE SPRING/SUMMER OF 2025.

    Expenses $1,386,600 · Revenue $339,760

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Betsy Godlewski

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Matt Inpanbutr

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Claudia Kiyama

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Nancy Ousley

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Jan Bader

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Logan Camporeale

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Gideon Caufmann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Horace Foxall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Edna Fund

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Fred Goldberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Patrick Hanley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Zane Kanyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Paul Mann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Marshall McClintock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth McGree

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jeff Murdock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Anneka Olson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Raymond Rast

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Zoe Scuderi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Steve Stroming

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael Sullivan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Stephane Toothman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Stephen Waite

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Connie Walker Gray

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bryan Zagers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Andrew Zellers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Chris Moore

    EXECUTIVE DIRECTOR

    Total calculated
    $119,773
    From this org
    $110,014
    From related orgs
    $0
    Other
    $9,759
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443209349308479

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.