Civic Intelligence

Whitefish Lake Institute

990 • Fiscal year 2020 • EIN 03-0556055

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 23, 2021

550 East 1st St 103Whitefish, MT 59937

(406) 862-4327

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.01x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.03x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

55th percentile

7.8%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

38th percentile

1.8%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-1.9%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,875,277

Up $32,561 (+1.8%) from 2019

Net Assets

Up

$1,865,643

Up $29,003 (+1.6%) from 2019

Liabilities

Up

$9,634

Up $3,558 (+59%) from 2019

Revenue

Down

$370,135

Down $7,013 (-1.9%) from 2019

Expenses

Down

$341,132

Down $4,122 (-1.2%) from 2019

Net Income

Down

$29,003

Down $2,891 (-9.1%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$1,875,277
Liabilities$9,634
Net Assets$1,865,643

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$370,135
Expenses$341,132
Net Income$29,003
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 23, 2021
Return Version
2020v4.0
Gross Receipts
$370,146
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$1,836,640$1,865,643▲ $29,003
Land, Buildings, and Equipment, Net$1,613,972$1,594,434▼ $19,538
Cash and Non-Interest-Bearing Accounts$148,032$194,684▲ $46,652
Savings and Temporary Cash Investments$61,795$74,477▲ $12,682
Prepaid Expenses and Deferred Charges$8,250$8,250→ $0
Accounts Receivable$10,667$3,432▼ $7,235
Total Assets$1,842,716$1,875,277▲ $32,561
Liabilities
Accounts Payable and Accrued Expenses$6,076$9,634▲ $3,558
Total Liabilities$6,076$9,634▲ $3,558
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,836,640$1,865,643▲ $29,003
Total Liabilities and Net Assets / Fund Balance$1,842,716$1,875,277▲ $32,561

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,500,000-$1,500,000
Other Land Buildings$94,434$188,161$282,595
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andy FeuryPresident
Camisha SawtelleBoard Member
Debbie PiersonBoard Member
Ed LieserBoard Member
Greg GundersonBoard Member
John MuhlfeldBoard Member
Mike ShawBoard Member
Mitchell RobinsonBoard Member
John CollinsSecretary/tr
Hank RicklefsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$193,410
Program Service Revenue
$86,977
Investment Income
$691
Other Revenue
$89,057
All Other Contributions
$83,773
Change in Net Assets
$29,003
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,539
Salaries, Compensation, and Employee Benefits$162,593
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$147,202--$147,202
Fees for Services Other$54,124$3,590-$57,714
Depreciation Depletion$19,538--$19,538
Occupancy$7,043$7,043-$14,086
Office Expenses$1,195$11,031-$12,226
Payroll Taxes$11,448--$11,448
Pension Plan Contributions$3,943--$3,943
Fees for Services Accounting-$3,641-$3,641
Advertising$3,079--$3,079
Insurance$1,514$1,515-$3,029
Information Technology$2,538--$2,538
All Other Expenses$2,185$259-$2,444
Other Expenses$1,500--$1,500
Conferences and Meetings$1,072--$1,072
Travel-$237-$237
Total Functional Expenses$313,816$27,316$0$341,132
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
550 EAST 1ST ST 103, WHITEFISH, MT 59937

Signing Officer

Name
Mike Koopal
Title
Executive Director
Phone
4068624327
Signed
2021-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Koopal
Formed
2005
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
0
Employees
4

Preparer

Firm
Fraser Valley Tax & Consulting
Address
PO BOX 612, FRASER, CO 80442
Preparer
Timothy L Day 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 volunteer monitoring 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 IX, Line 11G

Bank fees 403 0 0 contract expenses 14,668 0 0 grant expenses 37,753 0 0 infomation technology 0 3,590 0 conference expenses 1,300 0 0 total 54,124 3,590 0

Raw XML AppendixShowing 400 of 439 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06076
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09634
IRS990/AccountsReceivableGrp/BOYAmt010667
IRS990/AccountsReceivableGrp/EOYAmt03432
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FOUNDED 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.
IRS990/AdvertisingGrp/ProgramServicesAmt03079
IRS990/AdvertisingGrp/TotalAmt03079
IRS990/AllOtherContributionsAmt083773
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0259
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02185
IRS990/AllOtherExpensesGrp/TotalAmt02444
IRS990/BooksInCareOfDetail/PersonNm0MIKE KOOPAL
IRS990/BooksInCareOfDetail/PhoneNum04608624327
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0203 TRUMBLE LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA FALLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059912
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0148032
IRS990/CashNonInterestBearingGrp/EOYAmt0194684
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01072
IRS990/ConferencesMeetingsGrp/TotalAmt01072
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt011
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0193410
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0691
IRS990/CYOtherExpensesAmt0178539
IRS990/CYOtherRevenueAmt089057
IRS990/CYProgramServiceRevenueAmt086977
IRS990/CYRevenuesLessExpensesAmt029003
IRS990/CYSalariesCompEmpBnftPaidAmt0162593
IRS990/CYTotalExpensesAmt0341132
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0370135
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt019538
IRS990/DepreciationDepletionGrp/TotalAmt019538
IRS990/Desc0SEE SCHEDULE O
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0313816
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03641
IRS990/FeesForServicesAccountingGrp/TotalAmt03641
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03590
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt054124
IRS990/FeesForServicesOtherGrp/TotalAmt057714
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDY FEURY
IRS990/Form990PartVIISectionAGrp/PersonNm2GREG GUNDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3ED LIESER
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN MUHLFELD
IRS990/Form990PartVIISectionAGrp/PersonNm5DEBBIE PIERSON
IRS990/Form990PartVIISectionAGrp/PersonNm6HANK RICKLEFS
IRS990/Form990PartVIISectionAGrp/PersonNm7MITCHELL ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm8CAMISHA SAWTELLE
IRS990/Form990PartVIISectionAGrp/PersonNm9MIKE SHAW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0370146
IRS990/GrossSalesOfInventoryAmt026
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt02538
IRS990/InformationTechnologyGrp/TotalAmt02538
IRS990/InsuranceGrp/ManagementAndGeneralAmt01515
IRS990/InsuranceGrp/ProgramServicesAmt01514
IRS990/InsuranceGrp/TotalAmt03029
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0691
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0691
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0188161
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01613972
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01594434
IRS990/LandBldgEquipCostOrOtherBssAmt01782595
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0109637
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0-1575
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0-1575
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01836640
IRS990/NetAssetsOrFundBalancesEOYAmt01865643
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt015
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt015
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07043
IRS990/OccupancyGrp/ProgramServicesAmt07043
IRS990/OccupancyGrp/TotalAmt014086
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011031
IRS990/OfficeExpensesGrp/ProgramServicesAmt01195
IRS990/OfficeExpensesGrp/TotalAmt012226
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP EXPENSES
IRS990/OtherExpensesGrp/Desc2EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc3AWARDS
IRS990/OtherExpensesGrp/ProgramServicesAmt046796
IRS990/OtherExpensesGrp/ProgramServicesAmt18679
IRS990/OtherExpensesGrp/ProgramServicesAmt21960
IRS990/OtherExpensesGrp/ProgramServicesAmt31500
IRS990/OtherExpensesGrp/TotalAmt046796
IRS990/OtherExpensesGrp/TotalAmt18679
IRS990/OtherExpensesGrp/TotalAmt21960
IRS990/OtherExpensesGrp/TotalAmt31500
IRS990/OtherRevenueMiscGrp/Desc0CONSERVATION FEE
IRS990/OtherRevenueMiscGrp/Desc1PPP LOAN FORGIVENESS
IRS990/OtherRevenueMiscGrp/Desc2LICENSE PLATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt059507
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt131085
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt225
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt059507
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt131085
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt225
IRS990/OtherRevenueTotalAmt089042
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0147202
IRS990/OtherSalariesAndWagesGrp/TotalAmt0147202
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt011448
IRS990/PayrollTaxesGrp/TotalAmt011448
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03943
IRS990/PensionPlanContributionsGrp/TotalAmt03943
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08250
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08250
IRS990/PrincipalOfficerNm0MIKE KOOPAL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTS INCOME
IRS990/ProgramServiceRevenueGrp/Desc1VIKING CREEK PRESERVE-PROP MG
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt082477
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt082477
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0193337
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-3227
IRS990/PYOtherExpensesAmt0178257
IRS990/PYOtherRevenueAmt0131016
IRS990/PYProgramServiceRevenueAmt056022
IRS990/PYRevenuesLessExpensesAmt031894
IRS990/PYSalariesCompEmpBnftPaidAmt0166997
IRS990/PYTotalExpensesAmt0345254
IRS990/PYTotalRevenueAmt0377148
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt029003
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt082477
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01836640
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01865643
IRS990/SavingsAndTempCashInvstGrp/BOYAmt061795
IRS990/SavingsAndTempCashInvstGrp/EOYAmt074477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0193410
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0193337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0222738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0157446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0138930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0905861
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0691
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0606
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0307
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt062
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0176034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0187644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0224782
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0215921
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0143816
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0948197
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0691
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0606
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0307
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt062
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01693
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt01854058
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0369444
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0380981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0447520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0373367
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0282746
IRS990ScheduleA/Total509Grp/TotalAmt01854058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0370135
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0381587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0447827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0373429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0282773
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01855751
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/LandGrp/BookValueAmt01500000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01500000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt094434
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0188161
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0282595
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01594434
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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 VOLUNTEER MONITORING 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/ExplanationTxt4BANK FEES 403 0 0 CONTRACT EXPENSES 14,668 0 0 GRANT EXPENSES 37,753 0 0 INFOMATION TECHNOLOGY 0 3,590 0 CONFERENCE EXPENSES 1,300 0 0 TOTAL 54,124 3,590 0
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 IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01842716
IRS990/TotalAssetsEOYAmt01875277
IRS990/TotalAssetsGrp/BOYAmt01842716
IRS990/TotalAssetsGrp/EOYAmt01875277
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0193410
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027316
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0313816
IRS990/TotalFunctionalExpensesGrp/TotalAmt0341132
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06076
IRS990/TotalLiabilitiesEOYAmt09634
IRS990/TotalLiabilitiesGrp/BOYAmt06076
IRS990/TotalLiabilitiesGrp/EOYAmt09634
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01836640
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01865643
IRS990/TotalProgramServiceExpensesAmt0313816
IRS990/TotalProgramServiceRevenueAmt086977
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0176725
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0370135
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01842716
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01875277
IRS990/TravelGrp/ManagementAndGeneralAmt0237
IRS990/TravelGrp/TotalAmt0237
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits