Lummi Island Heritage Trust
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.
Category: Environmental Quality, Protection and Beautification / Land Resources Conservation (NTEE)
Donations to this organization are tax deductible.
Summary charts: organization finances over time
Revenue $501k (2024)
 Expenses $352k (2024)
 Total Assets $11M (2024)
 Total Liabilities $8.6k (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
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $356,878 | 
          
    71.3%
 
     | 
| Program Services | $0 | |
| Investment Income | $106,934 | 
          
    21.4%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $5,757 | 
          
    1.1%
 
     | 
| Sales of Assets | $0 | |
| Net Inventory Sales | $5,168 | 
          
    1.0%
 
     | 
| Other Revenue | $25,957 | 
          
    5.2%
 
     | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $160,593 | 
          
    45.6%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $10,972,232 | |
| Total Liabilities | $8,600 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Scott Josiah (Chairman) | $0 | $0 | $0 | 
| Dawn Dietrich (Vice President) | $0 | $0 | $0 | 
| William Enoch (Treasurer) | $0 | $0 | $0 | 
Document Links
990
Filed on Aug. 15, 2025Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    2023
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $921,935 | 
          
    81.0%
 
     | 
| Program Services | $75,457 | 
          
    6.6%
 
     | 
| Investment Income | $99,012 | 
          
    8.7%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $7,021 | 
          
    0.6%
 
     | 
| Sales of Assets | $26,182 | 
          
    2.3%
 
     | 
| Net Inventory Sales | $4,384 | 
          
    0.4%
 
     | 
| Other Revenue | $4,704 | 
          
    0.4%
 
     | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $85,927 | 
          
    12.0%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $75,941 | 
          
    10.6%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $10,586,345 | |
| Total Liabilities | $21,218 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Scott Josiah (Chair) | $0 | $0 | $0 | 
| Dawn Dietrich (Vice Chair) | $0 | $0 | $0 | 
| William Enoch (Treasurer) | $0 | $0 | $0 | 
Document Links
990
Filed on Sept. 27, 2024Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    2022
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $246,628 | 
          
    71.2%
 
     | 
| Program Services | $0 | |
| Investment Income | $86,877 | 
          
    25.1%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $2,982 | 
          
    0.9%
 
     | 
| Other Revenue | $9,857 | 
          
    2.8%
 
     | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $57,516 | 
          
    7.2%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $94,781 | 
          
    11.8%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $10,767,496 | |
| Total Liabilities | $912,464 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Janine Shaw (Director) | $0 | $0 | $0 | 
| Mary Ross (Director) | $0 | $0 | $0 | 
| Tobey King (Director) | $0 | $0 | $0 | 
Document Links
990
Filed on Sept. 27, 2024Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    2021
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $2,000,581 | 
          
    95.0%
 
     | 
| Program Services | $0 | |
| Investment Income | $100,080 | 
          
    4.8%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $1,924 | 
          
    0.1%
 
     | 
| Sales of Assets | $0 | |
| Net Inventory Sales | $3,014 | 
          
    0.1%
 
     | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $82,400 | 
          
    14.7%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $54,311 | 
          
    9.7%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $11,865,974 | |
| Total Liabilities | $553,596 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Judy Bush (Chair) | $0 | $0 | $0 | 
| Cheryl Hood (Treasurer) | $0 | $0 | $0 | 
| Scott Josiah (Vice Chair) | $0 | $0 | $0 | 
Document Links
990
Filed on July 13, 2022Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    2020
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $357,673 | 
          
    84.8%
 
     | 
| Program Services | $0 | |
| Investment Income | $65,832 | 
          
    15.6%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | -$1,543 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $71,816 | 
          
    23.7%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $46,298 | 
          
    15.3%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $9,550,634 | |
| Total Liabilities | $252,069 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Cheryl Hood (Treasurer) | $0 | $0 | $0 | 
| Jonathon Hutchings (Vice Chair) | $0 | $0 | $0 | 
| Judy Bush (Chair) | $0 | $0 | $0 | 
Document Links
990
Filed on June 7, 2021Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    2019
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $231,816 | 
          
    75.0%
 
     | 
| Program Services | $0 | |
| Investment Income | $64,673 | 
          
    20.9%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $10,852 | 
          
    3.5%
 
     | 
| Sales of Assets | $0 | |
| Net Inventory Sales | $1,666 | 
          
    0.5%
 
     | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $71,984 | 
          
    28.7%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $45,468 | 
          
    18.1%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $9,125,813 | |
| Total Liabilities | $280,069 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Judy Bush (Chair) | $0 | $0 | $0 | 
| Peter Earle (Board Member) | $0 | $0 | $0 | 
| Cheryl Hood (Treasurer) | $0 | $0 | $0 | 
Document Links
990
Filed on April 18, 2020Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    2018
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $450,381 | 
          
    84.3%
 
     | 
| Program Services | $0 | |
| Investment Income | $64,369 | 
          
    12.1%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $15,922 | 
          
    3.0%
 
     | 
| Sales of Assets | $0 | |
| Net Inventory Sales | $3,264 | 
          
    0.6%
 
     | 
| Other Revenue | $147 | 
          
    0.0%
 
     | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $107,919 | 
          
    36.2%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $8,703,969 | |
| Total Liabilities | $282,074 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Linda Sheek (Chair) | $0 | $0 | $0 | 
| Peter Hodges (Vice Chair) | $0 | $0 | $0 | 
| Annie Franzmann (Secretary) | $0 | $0 | $0 | 
Document Links
990
Filed on July 30, 2019Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    2017
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $332,281 | 
          
    83.9%
 
     | 
| Program Services | $0 | |
| Investment Income | $46,820 | 
          
    11.8%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $14,998 | 
          
    3.8%
 
     | 
| Sales of Assets | $0 | |
| Net Inventory Sales | $1,813 | 
          
    0.5%
 
     | 
| Other Revenue | $67 | 
          
    0.0%
 
     | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $62,105 | 
          
    25.7%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $38,129 | 
          
    15.8%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $8,540,457 | |
| Total Liabilities | $255,071 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Sam Bowman (Board Member) | $0 | $0 | $0 | 
| Judy Bush (Board Member) | $0 | $0 | $0 | 
| Lynn Dee (Board Member) | $0 | $0 | $0 | 
Document Links
990
Filed on May 25, 2018Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    2016
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $1,720,585 | 
          
    97.5%
 
     | 
| Program Services | $0 | |
| Investment Income | $32,698 | 
          
    1.9%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $8,329 | 
          
    0.5%
 
     | 
| Sales of Assets | $0 | |
| Net Inventory Sales | $3,750 | 
          
    0.2%
 
     | 
| Other Revenue | $64 | 
          
    0.0%
 
     | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $63,314 | 
          
    20.7%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $40,023 | 
          
    13.1%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $8,126,360 | |
| Total Liabilities | $166,493 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Sam Bowman (Board Member) | $0 | $0 | $0 | 
| Judy Bush (Board Member) | $0 | $0 | $0 | 
| Jennifer Dunn (Treasurer) | $0 | $0 | $0 | 
Document Links
990
Filed on July 25, 2017Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    2015
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $780,357 | 
          
    95.3%
 
     | 
| Program Services | $0 | |
| Investment Income | $19,537 | 
          
    2.4%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $14,838 | 
          
    1.8%
 
     | 
| Sales of Assets | $0 | |
| Net Inventory Sales | $3,482 | 
          
    0.4%
 
     | 
| Other Revenue | $700 | 
          
    0.1%
 
     | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $59,529 | 
          
    35.6%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $35,837 | 
          
    21.4%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $7,733,737 | |
| Total Liabilities | $1,277,469 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Sam Bowman (Board Member) | $0 | $0 | $0 | 
| Jennifer Dunn (Treasurer) | $0 | $0 | $0 | 
| Lynn Dee (Board Member) | $0 | $0 | $0 | 
Document Links
990
Filed on May 16, 2016Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    2014
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $186,796 | 
          
    86.5%
 
     | 
| Program Services | $0 | |
| Investment Income | $19,379 | 
          
    9.0%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $6,372 | 
          
    2.9%
 
     | 
| Sales of Assets | -$477 | |
| Net Inventory Sales | $3,955 | 
          
    1.8%
 
     | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $58,028 | 
          
    35.4%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $34,587 | 
          
    21.1%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $5,961,554 | |
| Total Liabilities | $122,469 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Rebecca Rettmer (Executive Director) | $58,028 | $0 | $0 | 
| Michael Skehan (Director) | $0 | $0 | $0 | 
| Sam Bowman (Director) | $0 | $0 | $0 | 
Document Links
990
Filed on May 13, 2015Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    2013
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $124,809 | 
          
    82.2%
 
     | 
| Program Services | $0 | |
| Investment Income | $12,742 | 
          
    8.4%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $11,123 | 
          
    7.3%
 
     | 
| Sales of Assets | $0 | |
| Net Inventory Sales | $3,163 | 
          
    2.1%
 
     | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $57,028 | 
          
    35.3%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $25,256 | 
          
    15.7%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $5,948,795 | |
| Total Liabilities | $208,288 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Rebecca Rettmer (Executive Director) | $57,028 | $0 | $0 | 
| Janice Holmes (President) | $0 | $0 | $0 | 
| Michael Skehan (Vice President) | $0 | $0 | $0 | 
Document Links
990
Filed on Aug. 12, 2014Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    2012
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $242,060 | 
          
    92.3%
 
     | 
| Program Services | $0 | |
| Investment Income | $1,733 | 
          
    0.7%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $10,231 | 
          
    3.9%
 
     | 
| Sales of Assets | $3,972 | 
          
    1.5%
 
     | 
| Net Inventory Sales | $4,175 | 
          
    1.6%
 
     | 
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $56,028 | 
          
    41.0%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $28,592 | 
          
    20.9%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $5,761,376 | |
| Total Liabilities | $110,000 | 
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    2011
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $159,296 | 
          
    96.7%
 
     | 
| Program Services | $0 | |
| Investment Income | $1,583 | 
          
    1.0%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $3,932 | 
          
    2.4%
 
     | 
| Other Revenue | -$135 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $54,397 | 
          
    42.4%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $31,539 | 
          
    24.6%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $5,690,901 | |
| Total Liabilities | $165,000 | 
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    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
Primary tax return for a nonprofit’s activities, finances, and governance
    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
Primary tax return for a nonprofit’s activities, finances, and governance
    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
Primary tax return for a nonprofit’s activities, finances, and governance
    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
Primary tax return for a nonprofit’s activities, finances, and governance
    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
Primary tax return for a nonprofit’s activities, finances, and governance
    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
Primary tax return for a nonprofit’s activities, finances, and governance
    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
Primary tax return for a nonprofit’s activities, finances, and governance
    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
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    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
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Dec.
    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
Primary tax return for a nonprofit’s activities, finances, and governance
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