Liabilities / Assets
23rd percentile
Higher debt load relative to assets than 23% of similar nonprofits.
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.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
23rd percentile
Higher debt load relative to assets than 23% of similar nonprofits.
Liabilities / Revenue
27th percentile
Higher debt load relative to revenue than 27% of similar nonprofits.
Net Margin
43rd percentile
Higher net margin than 43% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
39th percentile
Faster asset growth than 39% of similar nonprofits.
Revenue Growth
22nd percentile
Faster revenue growth than 22% of similar nonprofits.
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
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 | Book Value | Depreciation | Basis |
|---|---|---|---|
| Land | $1,500,000 | - | $1,500,000 |
| Other Land Buildings | $36,962 | $227,673 | $264,635 |
| Equipment | $21,292 | $12,625 | $33,917 |
| Name | Title |
|---|---|
| Andy Feury | President |
| Brian Averill | Board Member |
| Camisha Sawtelle | Board Member |
| Debbie Pierson | Board Member |
| Jim Williams | Board Member |
| John Muhlfeld | Board Member |
| Mitchell Robinson | Board Member |
| Monica Pastor | Board Member |
| Todd Votteler | Board Member |
| John Collins | Secretary/tr |
| Hank Ricklefs | Vice Preside |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The tax return is reviewed by staff and approved by the board of directors before submission.”
“No documents available to the public”
“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.”
“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.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/ActivityOrMissionDesc | 0 | 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. |
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| IRS990/MissionDesc | 0 | 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. |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE TAX RETURN IS REVIEWED BY STAFF AND APPROVED BY THE BOARD OF DIRECTORS BEFORE SUBMISSION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART X |
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