Civic Intelligence

Whitefish Lake Institute

EIN 03-0556055 • 501(c)3 • Whitefish, MT

Profile

The whitefish lake institute is committed to acquiring scientific research and engaging the local citizenry to protect and improve the whitefish area lake resources of today, while providing a collective vision for tomorrow.

335 Spokane Avenue Suite BWhitefish, MT 59937

www.whitefishlake.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

43rd percentile

1.3%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

39th percentile

0.2%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-9.8%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,171,575

Up $3,915 (+0.2%) from 2023

Liabilities

Down

$3,595

Down $1,892 (-34%) from 2023

Net Assets

Up

$2,167,980

Up $5,807 (+0.3%) from 2023

Revenue

Down

$448,624

Down $48,772 (-9.8%) from 2023

Expenses

Down

$442,817

Down $18,227 (-4.0%) from 2023

Net Income

Down

$5,807

Down $30,545 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,621,085Liabilities 2010: $774Net Assets 2010: $1,620,3112010Assets 2011: $1,619,319Liabilities 2011: $4,583Net Assets 2011: $1,614,7362011Assets 2012: $1,614,890Liabilities 2012: $5,209Net Assets 2012: $1,609,6812012Assets 2013: $1,728,816Liabilities 2013: $447Net Assets 2013: $1,728,3692013Assets 2014: $1,695,611Liabilities 2014: $519Net Assets 2014: $1,695,0922014Assets 2015: $1,705,928Liabilities 2015: $1,133Net Assets 2015: $1,704,7952015Assets 2016: $1,668,005Liabilities 2016: $297Net Assets 2016: $1,667,7082016Assets 2017: $1,710,016Liabilities 2017: $14,865Net Assets 2017: $1,695,1512017Assets 2018: $1,807,524Liabilities 2018: $2,778Net Assets 2018: $1,804,7462018Assets 2019: $1,842,716Liabilities 2019: $6,076Net Assets 2019: $1,836,6402019Assets 2020: $1,875,277Liabilities 2020: $9,634Net Assets 2020: $1,865,6432020Assets 2021: $1,965,322Liabilities 2021: $7,691Net Assets 2021: $1,957,6312021Assets 2022: $2,128,780Liabilities 2022: $2,959Net Assets 2022: $2,125,8212022Assets 2023: $2,167,660Liabilities 2023: $5,487Net Assets 2023: $2,162,1732023Assets 2024: $2,171,575Liabilities 2024: $3,595Net Assets 2024: $2,167,9802024

Highlighted filing

2024

Assets$2,171,575
Liabilities$3,595
Net Assets$2,167,980

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $137,1452010Revenue 2011: $224,631Expenses 2011: $230,206Net Income 2011: -$5,5752011Expenses 2012: $289,2602012Revenue 2013: $273,096Expenses 2013: $225,219Net Income 2013: $47,8772013Revenue 2014: $235,282Expenses 2014: $268,559Net Income 2014: -$33,2772014Revenue 2015: $305,453Expenses 2015: $295,750Net Income 2015: $9,7032015Revenue 2016: $282,773Expenses 2016: $319,860Net Income 2016: -$37,0872016Revenue 2017: $373,367Expenses 2017: $345,924Net Income 2017: $27,4432017Revenue 2018: $447,494Expenses 2018: $337,899Net Income 2018: $109,5952018Revenue 2019: $377,148Expenses 2019: $345,254Net Income 2019: $31,8942019Revenue 2020: $370,135Expenses 2020: $341,132Net Income 2020: $29,0032020Revenue 2021: $429,860Expenses 2021: $337,872Net Income 2021: $91,9882021Revenue 2022: $492,082Expenses 2022: $323,892Net Income 2022: $168,1902022Revenue 2023: $497,396Expenses 2023: $461,044Net Income 2023: $36,3522023Revenue 2024: $448,624Expenses 2024: $442,817Net Income 2024: $5,8072024

Highlighted filing

2024

Revenue$448,624
Expenses$442,817
Net Income$5,807

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.45$0.44$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.01$2.16$0.50$0.46$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.49$0.32$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.97$0.01$1.96$0.43$0.34$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.01$1.87$0.37$0.34$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.01$1.84$0.38$0.35$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.80$0.45$0.34$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.01$1.70$0.37$0.35$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.28$0.32$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.70$0.31$0.30$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.24$0.27$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.27$0.23$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.01$1.61$0.29
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$1.61$0.22$0.23$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.0
Gross Receipts
$449,062
Mission and Program Overview

Mission

The whitefish lake institute is committed to acquiring scientific research and engaging the local citizenry to protect and improve the whitefish area lake resources of today, while providing a collective vision for tomorrow.

Founded in 2005, the whitefish lake institute is committed to science, education, and aquatic resource initiatives to protect and improve whitefish lake and whitefish area water resources today, while providing a collective vision for tomorrow.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,162,173$2,167,980▲ $5,807
Land, Buildings, and Equipment, Net$1,554,573$1,558,254▲ $3,681
Savings and Temporary Cash Investments$573,004$544,044▼ $28,960
Cash and Non-Interest-Bearing Accounts$31,583$53,050▲ $21,467
Prepaid Expenses and Deferred Charges$8,250$8,250→ $0
Accounts Receivable$250$7,977▲ $7,727
Total Assets$2,167,660$2,171,575▲ $3,915
Liabilities
Accounts Payable and Accrued Expenses$5,487$3,595▼ $1,892
Total Liabilities$5,487$3,595▼ $1,892
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,162,173$2,167,980▲ $5,807
Total Liabilities and Net Assets / Fund Balance$2,167,660$2,171,575▲ $3,915

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,500,000-$1,500,000
Other Land Buildings$36,962$227,673$264,635
Equipment$21,292$12,625$33,917
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andy FeuryPresident
Brian AverillBoard Member
Camisha SawtelleBoard Member
Debbie PiersonBoard Member
Jim WilliamsBoard Member
John MuhlfeldBoard Member
Mitchell RobinsonBoard Member
Monica PastorBoard Member
Todd VottelerBoard Member
John CollinsSecretary/tr
Hank RicklefsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$157,919
Program Service Revenue
$78,392
Investment Income
$25,478
Other Revenue
$186,835
All Other Contributions
$157,919
Change in Net Assets
$5,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$244,718
Other Expenses$198,099
Total Fundraising Expense$149
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$209,438--$209,438
Occupancy$9,130$9,132-$18,262
Depreciation Depletion$17,694--$17,694
Payroll Taxes$17,011--$17,011
Other Employee Benefits$12,000--$12,000
Information Technology$11,411--$11,411
Office Expenses$4,042$6,515-$10,557
Insurance$3,966$3,967-$7,933
Conferences and Meetings$7,418--$7,418
Pension Plan Contributions$6,269--$6,269
Advertising-$1,502-$1,502
Fees for Services Accounting-$1,215-$1,215
Fees for Services Other$914--$914
Other Expenses$638--$638
All Other Expenses$140$30$149$319
Total Functional Expenses$420,307$22,361$149$442,817
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The tax return is reviewed by staff and approved by the board of directors before submission.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Whitefish Lake Institute
EIN
03-0556055
Phone
4068624327
Address
335 SPOKANE AVENUE SUITE B, WHITEFISH, MT 59937

Signing Officer

Name
Andy Feury
Title
President
Phone
4068624327
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andy Feury
Formed
2005
Legal Domicile
Mt
Voting Board Members
0
Independent Board Members
10
Employees
4
Volunteers
60

Preparer

Firm
Fraser Valley Tax & Consulting
Address
PO BOX 220, FRASER, CO 80442-0612
Preparer
Stephen D Boehmer CPA
Phone
9707269709
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The whitefish lake institute (wli) is a science and education based 501(c) (3) non-profit corporation led by a volunteer board of directors and assisted by a volunteer science advisory committee. Wli is not an advocacy organization-we work through three key program areas, scientific research, education, and aquatic resource initiatives. Within these three focus areas, we establish programs appropriate to achieving the goals of our mission. Wli is funded by a broad base of members, research and education grants, special events, and through programmatic partnerships with other organizations and resource agencies. Together, we're investing in our clean water legacy.

Form 990, Part III

Part iii, line 4 (a) - first accomplishment wli partners with other organizations to creatively fund research and develop programs that benefit whitefish lake and other local water resources. Data resulting from our scientific research programs is provided to the community and to resource managers to enable them to make informed decisions about water quality issues. Wli focuses most of its research work on whitefish lake and its tributaries, but also researches other lakes- through special project funding in flathead, lake, lincoln and missoula counties. Efforts through our education program include outdoor education programs for grades k-12, college internships, educator in-service training, and presentations to civic groups. Through our aquatic resource initiatives program, wli participates in activities that protect whitefish lake and its tributaries in community groups and efforts that extend our reach. Wli also trains volunteer citizen scientists in monitoring lakes through the northwest montana lakes network. Volunteers contribute nearly 1,000 hours to the program annually. Each year, these programs allow us to reach over 1,000 citizens of all ages.

Form 990, Part X

Fixed assets: land - viking creek preserve in 2009, the whitefish lake institute was gifted by the averill family, a 28.8 acre parcel as part of the viking creek development proposal. Now known as the averill's viking creek wetland preserve, wli owns and manages the property for water quality, wildlife habitat, and human enjoyment. While the land no longer has the development value by which it was initially assessed, it has been preserved and developed into a public amenity-the living wetlands interpretive nature trail. The trail is used for public education and enjoyment, while protected areas serve as crucial wildlife habitat and to enable native plant restoration.

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IRS990/MissionDesc0THE WHITEFISH LAKE INSTITUTE (WLI) IS A SCIENCE AND EDUCATION BASED 501(C) (3) NON-PROFIT CORPORATION LED BY A VOLUNTEER BOARD OF DIRECTORS AND ASSISTED BY A VOLUNTEER SCIENCE ADVISORY COMMITTEE. WLI IS NOT AN ADVOCACY ORGANIZATION-WE WORK THROUGH THREE KEY PROGRAM AREAS, SCIENTIFIC RESEARCH, EDUCATION, AND AQUATIC RESOURCE INITIATIVES. WITHIN THESE THREE FOCUS AREAS, WE ESTABLISH PROGRAMS APPROPRIATE TO ACHIEVING THE GOALS OF OUR MISSION. WLI IS FUNDED BY A BROAD BASE OF MEMBERS, RESEARCH AND EDUCATION GRANTS, SPECIAL EVENTS, AND THROUGH PROGRAMMATIC PARTNERSHIPS WITH OTHER ORGANIZATIONS AND RESOURCE AGENCIES. TOGETHER, WE'RE INVESTING IN OUR CLEAN WATER LEGACY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WHITEFISH LAKE INSTITUTE (WLI) IS A SCIENCE AND EDUCATION BASED 501(C) (3) NON-PROFIT CORPORATION LED BY A VOLUNTEER BOARD OF DIRECTORS AND ASSISTED BY A VOLUNTEER SCIENCE ADVISORY COMMITTEE. WLI IS NOT AN ADVOCACY ORGANIZATION-WE WORK THROUGH THREE KEY PROGRAM AREAS, SCIENTIFIC RESEARCH, EDUCATION, AND AQUATIC RESOURCE INITIATIVES. WITHIN THESE THREE FOCUS AREAS, WE ESTABLISH PROGRAMS APPROPRIATE TO ACHIEVING THE GOALS OF OUR MISSION. WLI IS FUNDED BY A BROAD BASE OF MEMBERS, RESEARCH AND EDUCATION GRANTS, SPECIAL EVENTS, AND THROUGH PROGRAMMATIC PARTNERSHIPS WITH OTHER ORGANIZATIONS AND RESOURCE AGENCIES. TOGETHER, WE'RE INVESTING IN OUR CLEAN WATER LEGACY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART III, LINE 4 (A) - FIRST ACCOMPLISHMENT WLI PARTNERS WITH OTHER ORGANIZATIONS TO CREATIVELY FUND RESEARCH AND DEVELOP PROGRAMS THAT BENEFIT WHITEFISH LAKE AND OTHER LOCAL WATER RESOURCES. DATA RESULTING FROM OUR SCIENTIFIC RESEARCH PROGRAMS IS PROVIDED TO THE COMMUNITY AND TO RESOURCE MANAGERS TO ENABLE THEM TO MAKE INFORMED DECISIONS ABOUT WATER QUALITY ISSUES. WLI FOCUSES MOST OF ITS RESEARCH WORK ON WHITEFISH LAKE AND ITS TRIBUTARIES, BUT ALSO RESEARCHES OTHER LAKES- THROUGH SPECIAL PROJECT FUNDING IN FLATHEAD, LAKE, LINCOLN AND MISSOULA COUNTIES. EFFORTS THROUGH OUR EDUCATION PROGRAM INCLUDE OUTDOOR EDUCATION PROGRAMS FOR GRADES K-12, COLLEGE INTERNSHIPS, EDUCATOR IN-SERVICE TRAINING, AND PRESENTATIONS TO CIVIC GROUPS. THROUGH OUR AQUATIC RESOURCE INITIATIVES PROGRAM, WLI PARTICIPATES IN ACTIVITIES THAT PROTECT WHITEFISH LAKE AND ITS TRIBUTARIES IN COMMUNITY GROUPS AND EFFORTS THAT EXTEND OUR REACH. WLI ALSO TRAINS VOLUNTEER CITIZEN SCIENTISTS IN MONITORING LAKES THROUGH THE NORTHWEST MONTANA LAKES NETWORK. VOLUNTEERS CONTRIBUTE NEARLY 1,000 HOURS TO THE PROGRAM ANNUALLY. EACH YEAR, THESE PROGRAMS ALLOW US TO REACH OVER 1,000 CITIZENS OF ALL AGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS REVIEWED BY STAFF AND APPROVED BY THE BOARD OF DIRECTORS BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIXED ASSETS: LAND - VIKING CREEK PRESERVE IN 2009, THE WHITEFISH LAKE INSTITUTE WAS GIFTED BY THE AVERILL FAMILY, A 28.8 ACRE PARCEL AS PART OF THE VIKING CREEK DEVELOPMENT PROPOSAL. NOW KNOWN AS THE AVERILL'S VIKING CREEK WETLAND PRESERVE, WLI OWNS AND MANAGES THE PROPERTY FOR WATER QUALITY, WILDLIFE HABITAT, AND HUMAN ENJOYMENT. WHILE THE LAND NO LONGER HAS THE DEVELOPMENT VALUE BY WHICH IT WAS INITIALLY ASSESSED, IT HAS BEEN PRESERVED AND DEVELOPED INTO A PUBLIC AMENITY-THE LIVING WETLANDS INTERPRETIVE NATURE TRAIL. THE TRAIL IS USED FOR PUBLIC EDUCATION AND ENJOYMENT, WHILE PROTECTED AREAS SERVE AS CRUCIAL WILDLIFE HABITAT AND TO ENABLE NATIVE PLANT RESTORATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART X
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