Civic Intelligence

Whitefish Area Land Trust DBA Housing Whitefish

990EZ • Fiscal year 2022 • EIN 20-0388469

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 10, 2023

PO Box 1237Whitefish, MT 59937

(406) 318-6890

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

99th percentile

894%

Faster asset growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

5097%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Flat

$159,312

Flat from 2022

Net Assets

$157,333

No earlier filing loaded for comparison.

Liabilities

Flat

$1,979

Flat from 2022

Revenue

Flat

$170,731

Flat from 2022

Expenses

Flat

$29,428

Flat from 2022

Net Income

Flat

$141,303

Flat from 2022

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2010: $125,190Liabilities 2010: $141,8772010Assets 2011: $445Liabilities 2011: $17,0002011Assets 2012: $21Liabilities 2012: $17,0002012Assets 2013: $9Liabilities 2013: $17,2002013Assets 2014: $2,525Liabilities 2014: $16,5562014Assets 2015: $1,815Liabilities 2015: $16,7362015Assets 2016: $1,392Liabilities 2016: $17,0002016Assets 2017: $939Liabilities 2017: $22,6002017Assets 2018: $680Liabilities 2018: $22,6002018Assets 2019: $496Liabilities 2019: $25,4502019Assets 2020: $16,227Liabilities 2020: $41,631Net Assets 2020: -$25,4042020Assets 2021: $16,030Liabilities 2021: $0Net Assets 2021: $16,0302021Assets 2022: $159,312Liabilities 2022: $1,979Net Assets 2022: $157,3332022Assets 2022: $159,312Liabilities 2022: $1,9792022Assets 2023: $218,331Liabilities 2023: $46Net Assets 2023: $218,2852023Assets 2024: $1,727,181Liabilities 2024: $1,698Net Assets 2024: $1,725,4832024Assets 2025: $1,752,356Liabilities 2025: $322Net Assets 2025: $1,752,0342025

Highlighted filing

2022

Assets$159,312
Liabilities$1,979
Net Assets$157,333

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $1,251Expenses 2010: $863Net Income 2010: $3882010Revenue 2011: $4,337Expenses 2011: $4,205Net Income 2011: $1322011Revenue 2012: $0Expenses 2012: $424Net Income 2012: -$4242012Revenue 2013: $0Expenses 2013: $212Net Income 2013: -$2122013Revenue 2014: $6,000Expenses 2014: $2,840Net Income 2014: $3,1602014Revenue 2015: $0Expenses 2015: $890Net Income 2015: -$8902015Revenue 2016: $0Expenses 2016: $687Net Income 2016: -$6872016Revenue 2017: $10,000Expenses 2017: $16,053Net Income 2017: -$6,0532017Revenue 2018: $0Expenses 2018: $259Net Income 2018: -$2592018Revenue 2019: $7,000Expenses 2019: $10,034Net Income 2019: -$3,0342019Revenue 2020: $0Expenses 2020: $450Net Income 2020: -$4502020Revenue 2021: $3,285Expenses 2021: $197Net Income 2021: $3,0882021Revenue 2022: $170,731Expenses 2022: $29,428Net Income 2022: $141,3032022Revenue 2022: $170,731Expenses 2022: $29,428Net Income 2022: $141,3032022Revenue 2023: $102,293Expenses 2023: $41,341Net Income 2023: $60,9522023Revenue 2024: $1,774,029Expenses 2024: $266,831Net Income 2024: $1,507,1982024Revenue 2025: $415,176Expenses 2025: $388,625Net Income 2025: $26,5512025

Highlighted filing

2022

Revenue$170,731
Expenses$29,428
Net Income$141,303
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 10, 2023
Return Version
2022v5.0
Gross Receipts
$170,731
Mission and Program Overview

Mission

Low income housing

LOW INCOME HOUSING.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES A SUPPLY OF AFFORDABLE HOMES IN WHITEFISH MT. UNDER THE PROGRAM, HOMES ARE BE PURCHASED, REHABILITATED OR DEMOLISHED AND NEW HOMES CONSTRUCTED. THE HOMES ARE SOLD OR RENTED TO ELIGIBLE PERSONS. HOUSING WHITEFISH STARTED PRE-DEVELOPMENT FOR THEIR FIRST AFFORDABLE HOUSING PROJECT IN WHITEFISH, STARTED THE DEVELOPMENT OF A WORKFORCE ASSISTANCE FUND, AND ADVOCATED FOR AFFORDABLE HOUSING POLICY SOLUTIONS AT THE LOCAL AND STATE LEVEL.-$29,428
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE WILLIAMSChair-$0--
KRISTIN ZUCKERMANVice Chair-$0--
STEPHEN WALTERTreasurer-$0--
HILARY SHAWSecretary-$0--
BEN JOHNSONDirector-$0--
CLARE GOBLEDirector-$0--
CLAYTON ANDREWSDirector-$0--
JERRY DUNKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Housing Whitefish Inc
EIN
20-0388469
Phone
4063186890
Address
PO BOX 1237, WHITEFISH, MT 59937

Signing Officer

Name
Stephen Walter
Title
Treasurer
Phone
4068624143
Signed
2023-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Mission Accounting Pc
Address
19 APPLEWAY DR, KALISPELL, MT 59901
Preparer
Christian Shaeffer CPA
Phone
4068906925
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 105 bank fees 2 program expenses 17,282 program expenses 5,004 non-investment depreciation 26 total 22,419

Form 990-ez, Part II, Line 24

Organizational expenses 0 1,903 less accumulated depreciation 0 1,903 computer and equipment 0 1,573 less accumulated depreciation 0 26 total 0 1,547

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 1,979

Form 990-ez, Part III, Line 28

The organization provides a supply of affordable homes in whitefish mt. Under the program, homes are be purchased, rehabilitated or demolished and new homes constructed. The homes are sold or rented to eligible persons. Housing whitefish started pre-development for their first affordable housing project in whitefish, started the development of a workforce assistance fund, and advocated for affordable housing policy solutions at the local and state level.

Raw XML Appendix156 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITEFISH
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTIN ZUCKERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN WALTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HILARY SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BEN JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CLARE GOBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CLAYTON ANDREWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JERRY DUNKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01547
IRS990EZ/OtherExpensesTotalAmt022419
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOW INCOME HOUSING.
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03285
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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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 105 BANK FEES 2 PROGRAM EXPENSES 17,282 PROGRAM EXPENSES 5,004 NON-INVESTMENT DEPRECIATION 26 TOTAL 22,419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATIONAL EXPENSES 0 1,903 LESS ACCUMULATED DEPRECIATION 0 1,903 COMPUTER AND EQUIPMENT 0 1,573 LESS ACCUMULATED DEPRECIATION 0 26 TOTAL 0 1,547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 1,979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES A SUPPLY OF AFFORDABLE HOMES IN WHITEFISH MT. UNDER THE PROGRAM, HOMES ARE BE PURCHASED, REHABILITATED OR DEMOLISHED AND NEW HOMES CONSTRUCTED. THE HOMES ARE SOLD OR RENTED TO ELIGIBLE PERSONS. HOUSING WHITEFISH STARTED PRE-DEVELOPMENT FOR THEIR FIRST AFFORDABLE HOUSING PROJECT IN WHITEFISH, STARTED THE DEVELOPMENT OF A WORKFORCE ASSISTANCE FUND, AND ADVOCATED FOR AFFORDABLE HOUSING POLICY SOLUTIONS AT THE LOCAL AND STATE LEVEL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN WALTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04068624143
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-10
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ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0200388469
ReturnHeader/Filer/PhoneNum04063186890
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALISPELL
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059901
ReturnHeader/PreparerPersonGrp/PhoneNum04068906925
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTIAN SHAEFFER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-17T13:24:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALTER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.00$1.75$0.42$0.39$0.03
2024Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$1.77$0.27$1.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$0.10$0.04$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.17$0.03$0.14
2022Summary only. Only limited summary data is available for this year.$0.16$0.00$0.17$0.03$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.04$0.03$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$0.00$0.03$0.01$0.01$0.00
2018Summary only. Only limited summary data is available for this year.$0.00$0.02$0.00$0.00$0.00
2017Summary only. Only limited summary data is available for this year.$0.00$0.02$0.01$0.02$0.01
2016Summary only. Only limited summary data is available for this year.$0.00$0.02$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.02$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.02$0.01$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.02$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.02$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.02$0.00$0.00$0.00
2010Summary only. Only limited summary data is available for this year.$0.13$0.14$0.00$0.00$0.00