HISTORIC WHIDBEY (EIN 463720372) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

LYNN HYDE

Phone

2066194427

Tax Period

2023-01-01 to 2023-12-31

HISTORIC WHIDBEY, founded in 2013, is a small nonprofit in the Arts, Culture & Humanities sector that reported $207K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $100K, a strong 48% operating margin.

Mission

PROTECTION, PRESERVATION, AND PROMOTION OF HISTORIC SITES ON WHIDBEY ISLAND THROUGH EDUCATION AND ADVOCACY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $207,425

Program Service Revenue $0

Investment Income $29

Other Revenue $0

TOTAL REVENUE $207,454

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,665

Fundraising Expenses $0

Program Expenses $107,058

Other Expenses $45,393

TOTAL EXPENSES $107,058

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,454	$235,795	-0.1%
Expenses	$107,058	$68,818	+0.6%
Net Income	$100,396	$166,977	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$56,853

Total Directors

$56,853

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRETCHEN LUXEMBURG	PRESIDENT	8.00	Officer Director	$0	$0	$0
CHRISTIAN CHAMBERS	TREASURER	2.00	Officer Director	$0	$0	$0
SALLY STRAATHORF	SECRETARY	N/A	Officer Director	$0	$0	$0
JOANN ROOMES	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE TOOTHMAN	DIRECTOR	2.00	Director	$0	$0	$0
SARAH STEEN	DIRECTOR	2.00	Director	$0	$0	$0
LYALL BISHOP	DIRECTOR	2.00	Director	$0	$0	$0
JOSHUA PITTS	DIRECTOR	N/A	Director	$0	$0	$0
LYNN HYDE	EXECUTIVE DIRECTOR	2.00	Officer Director Highest	$0	$0	$56,853

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$207,454	$107,058	$922,210	$100,396
2022	$235,795	$68,818	$820,509	$166,977
2021	$184,070	$54,814	$654,412	$129,256
2020	$189,792	$45,287	$526,835	$144,505
2019	$75,248	$54,234	$344,650	$21,014
2018	$230,701	$16,010	$319,218	$214,691

HISTORIC WHIDBEY