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Whole Systems Foundation

  • Port Townsend, WA
  • Tax-exempt since April 1974
  • EIN: 23-7346102

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$55.3k (2024)

Expenses
$30.7k (2024)

Total Assets
$454k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,333
Expenses
$30,732
Net Income
$24,601
Net Assets
$453,975
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,000
12.7%
Interest Revenue $4,900
8.9%
Dividends $6,708
12.1%
Sales of Assets $0
Other Income $33,877
61.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,000
94.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $453,975
Total Liabilities $0
Net Assets $453,975
Compensation
Key Employees and Officers Compensation Other
Norton Smith (Treasurer) $0 $0
Zachary Smith (Vice President) $0 $0
Melanie Smith (President) $0 $0
Adam Smith (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,621
Expenses
$32,946
Net Income
-$7,325
Net Assets
$429,374
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $8,000
31.2%
Interest Revenue $5,427
21.2%
Dividends $4,822
18.8%
Sales of Assets $0
Other Income $7,372
28.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,500
95.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $429,378
Total Liabilities $4
Net Assets $429,374
Compensation
Key Employees and Officers Compensation Other
Norton Smith (Treasurer) $0 $0
Zachary Smith (Vice President) $0 $0
Melanie Smith (President) $0 $0
Adam Smith (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,331
Expenses
$31,468
Net Income
-$14,137
Net Assets
$436,699
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,174
29.9%
Dividends $5,082
29.3%
Sales of Assets -$5,596
Other Income $5,854
33.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,000
76.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $436,699
Total Liabilities $0
Net Assets $436,699
Compensation
Key Employees and Officers Compensation Other
Norton Smith (Treasurer) $0 $0
Zachary Smith (Vice President) $0 $0
Melanie Smith (President) $0 $0
Adam Smith (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,485
Expenses
$28,272
Net Income
-$8,787
Net Assets
$450,836
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,000
35.9%
Interest Revenue $3,238
16.6%
Dividends $4,552
23.4%
Sales of Assets -$1,463
Other Income $4,158
21.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,553
93.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $450,836
Total Liabilities $0
Net Assets $450,836
Compensation
Key Employees and Officers Compensation Other
Norton Smith (Treasurer) $0 $0
Zachary Smith (Vice President) $0 $0
Melanie Smith (President) $0 $0
Adam Smith (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$52,971
Expenses
$26,181
Net Income
-$79,152
Net Assets
$459,622
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,000
Interest Revenue $7,621
Dividends $6,238
Sales of Assets $0
Other Income $448
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,500
93.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $459,623
Total Liabilities $1
Net Assets $459,622
Compensation
Key Employees and Officers Compensation Other
Norton Smith (Treasurer) $0 $0
Zachary Smith (Vice President) $0 $0
Melanie Smith (President) $0 $0
Adam Smith (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$126,827
Expenses
$44,515
Net Income
-$171,342
Net Assets
$547,994
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,500
Interest Revenue $8,970
Dividends $8,101
Sales of Assets $0
Other Income $1,330
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,500
88.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $549,344
Total Liabilities $1,350
Net Assets $547,994
Compensation
Key Employees and Officers Compensation Other
Norton Smith (Treasurer) $0 $0
Zachary Smith (Vice President) $0 $0
Melanie Smith (President) $0 $0
Adam Smith (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on June 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,979
Expenses
$34,602
Net Income
-$3,623
Net Assets
$719,336
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,411
27.2%
Dividends $7,702
24.9%
Sales of Assets $8,115
26.2%
Other Income $2,651
8.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,000
92.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $719,336
Total Liabilities $0
Net Assets $719,336
Compensation
Key Employees and Officers Compensation Other
Norton Smith (Treasurer) $0 $0
Zachary Smith (Vice President) $0 $0
Melanie Smith (President) $0 $0
Adam Smith (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on June 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,358
Expenses
$37,833
Net Income
-$24,475
Net Assets
$722,959
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
74.9%
Interest Revenue $7,985
59.8%
Dividends $11,557
86.5%
Sales of Assets -$12,815
Other Income -$5,369
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,500
88.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $722,959
Total Liabilities $0
Net Assets $722,959
Compensation
Key Employees and Officers Compensation Other
Norton Smith (Treasurer) $0 $0
Zachary Smith (Vice President) $0 $0
Melanie Smith (President) $0 $0
Adam Smith (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,730
Expenses
$62,358
Net Income
-$32,628
Net Assets
$747,434
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
33.6%
Interest Revenue $7,893
26.5%
Dividends $12,876
43.3%
Sales of Assets $0
Other Income -$6,239
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,500
73.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $747,434
Total Liabilities $0
Net Assets $747,434
Compensation
Key Employees and Officers Compensation Other
Norton Smith (Treasurer) $0 $0
Zachary Smith (Vice President) $0 $0
Melanie Smith (President) $0 $0
Adam Smith (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,416
Expenses
$60,035
Net Income
-$3,619
Net Assets
$780,062
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
17.7%
Interest Revenue $6,748
12.0%
Dividends $17,609
31.2%
Sales of Assets $16,752
29.7%
Other Income $2,307
4.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $54,600
90.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $780,062
Total Liabilities $0
Net Assets $780,062
Compensation
Key Employees and Officers Compensation Other
Norton Smith (Treasurer) $0 $0
Zachary Smith (Vice President) $0 $0
Melanie Smith (President) $0 $0
Adam Smith (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$133,842
Expenses
$62,968
Net Income
$70,874
Net Assets
$783,681
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,000
5.2%
Interest Revenue $1,705
1.3%
Dividends $8,852
6.6%
Sales of Assets $111,074
83.0%
Other Income -$789
Notable Expenses Percent of Total Expenses
Charitable Disbursements $58,733
93.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $783,681
Total Liabilities $0
Net Assets $783,681
Compensation
Key Employees and Officers Compensation Other
Norton Smith (Treasurer) $0 $0
Zachary Smith (Vice President) $0 $0
Melanie Smith (President) $0 $0
Adam Smith (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 6, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$16,197
Expenses
$67,437
Net Income
-$83,634
Net Assets
$712,807
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
Interest Revenue $2,005
Dividends $11,762
Sales of Assets -$28,266
Other Income -$11,698
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,844
97.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $712,807
Total Liabilities $0
Net Assets $712,807
Compensation
Key Employees and Officers Compensation Other
Norton Smith (Treasurer) $0 $0
Zachary Smith (Vice President) $0 $0
Melanie Smith (President) $0 $0
Adam Smith (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,944
Expenses
$58,188
Net Income
-$19,244
Net Assets
$796,440
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
25.7%
Interest Revenue $1,728
4.4%
Dividends $7,082
18.2%
Sales of Assets $26,139
67.1%
Other Income -$8,505
Notable Expenses Percent of Total Expenses
Charitable Disbursements $54,511
93.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $796,441
Total Liabilities $1
Net Assets $796,440

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$85,659
Expenses
$81,408
Net Income
$4,251
Net Assets
$815,684
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,000
5.8%
Interest Revenue $2,132
2.5%
Dividends $3,609
4.2%
Sales of Assets $76,141
88.9%
Other Income -$4,229
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,400
64.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $815,685
Total Liabilities $1
Net Assets $815,684

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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