Civic Intelligence

Whitefish Legacy Partners Inc.

990 • Fiscal year 2018 • EIN 20-0674119

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 25, 2019

Organization ProfileWWW.WHITEFISHLEGACY.ORG
PO Box 1895Whitefish, MT 59937

(406) 862-3880

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

14th percentile

-20%

Higher net margin than 14% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$67,267

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

17th percentile

-9.9%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-6.0%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$919,533

Down $101,216 (-9.9%) from 2017

Net Assets

Down

$915,437

Down $101,460 (-10.0%) from 2017

Liabilities

Up

$4,096

Up $244 (+6.3%) from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin14th percentile

Revenue

Down

$512,044

Down $32,642 (-6.0%) from 2017

Expenses

Up

$613,504

Up $203,448 (+50%) from 2017

Net Income

Down

-$101,460

Down $236,090 (-175%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $81,418Liabilities 2010: $3,185Net Assets 2010: $78,2332010Assets 2011: $1,341,598Liabilities 2011: $1,046Net Assets 2011: $1,340,5522011Assets 2012: $3,026,197Liabilities 2012: $1,529Net Assets 2012: $3,024,6682012Assets 2013: $501,207Liabilities 2013: $189Net Assets 2013: $501,0182013Assets 2014: $607,265Liabilities 2014: $0Net Assets 2014: $607,2652014Assets 2015: $785,191Liabilities 2015: $1,270Net Assets 2015: $783,9212015Assets 2016: $883,749Liabilities 2016: $1,482Net Assets 2016: $882,2672016Assets 2017: $1,020,749Liabilities 2017: $3,852Net Assets 2017: $1,016,8972017Assets 2018: $919,533Liabilities 2018: $4,096Net Assets 2018: $915,4372018Assets 2019: $1,069,280Liabilities 2019: $6,552Net Assets 2019: $1,062,7282019Assets 2020: $1,285,260Liabilities 2020: $37,094Net Assets 2020: $1,248,1662020Assets 2021: $1,697,512Liabilities 2021: $1,060Net Assets 2021: $1,696,4522021Assets 2022: $1,913,634Liabilities 2022: $27,290Net Assets 2022: $1,886,3442022Assets 2023: $3,517,358Liabilities 2023: $14,303Net Assets 2023: $3,503,0552023Assets 2024: $4,391,525Liabilities 2024: $20,787Net Assets 2024: $4,370,7382024

Highlighted filing

2018

Assets$919,533
Liabilities$4,096
Net Assets$915,437
Open 2018 Filing

Operations Trend

Revenue Growth29th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2010: $191,073Expenses 2010: $122,457Net Income 2010: $68,6162010Expenses 2011: $170,8902011Expenses 2012: $338,3112012Revenue 2013: $2,145,420Expenses 2013: $4,669,070Net Income 2013: -$2,523,6502013Revenue 2014: $3,956,064Expenses 2014: $3,849,817Net Income 2014: $106,2472014Revenue 2015: $466,261Expenses 2015: $292,420Net Income 2015: $173,8412015Revenue 2016: $469,457Expenses 2016: $371,111Net Income 2016: $98,3462016Revenue 2017: $544,686Expenses 2017: $410,056Net Income 2017: $134,6302017Revenue 2018: $512,044Expenses 2018: $613,504Net Income 2018: -$101,4602018Revenue 2019: $525,523Expenses 2019: $402,059Net Income 2019: $123,4642019Revenue 2020: $594,138Expenses 2020: $411,401Net Income 2020: $182,7372020Revenue 2021: $824,456Expenses 2021: $381,461Net Income 2021: $442,9952021Revenue 2022: $1,108,280Expenses 2022: $930,952Net Income 2022: $177,3282022Revenue 2023: $2,515,854Expenses 2023: $911,218Net Income 2023: $1,604,6362023Revenue 2024: $1,677,778Expenses 2024: $860,840Net Income 2024: $816,9382024

Highlighted filing

2018

Revenue$512,044
Expenses$613,504
Net Income-$101,460
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 25, 2019
Return Version
2018v3.1
Gross Receipts
$532,704
Mission and Program Overview

Mission

Whitefish legacy partners vision is to ensure conservation, recreation, and education on the lands around whitefish, montana for future generations.

To ensure conservation, recreation, and education on the lands around whitefish, montana for future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$721,510$695,381▼ $26,129
Cash and Non-Interest-Bearing Accounts$299,489$223,952▼ $75,537
Accounts Receivable$-250$200▲ $450
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,020,749$919,533▼ $101,216
Liabilities
Accounts Payable and Accrued Expenses$3,852$4,096▲ $244
Total Liabilities$3,852$4,096▲ $244
Net Assets / Fund Balance
Unrestricted Net Assets$1,016,897$915,437▼ $101,460
Total Net Assets Fund Balance$1,016,897$915,437▼ $101,460
Total Liabilities and Net Assets / Fund Balance$1,020,749$919,533▼ $101,216

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$4,064$4,064

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$990,216$7,176▼ $73,369-$914,475
2017$912,547$100▲ $124,977$35,016$990,216
2016$878,383$500▲ $79,519$35,569$912,547
2015$930,031-▼ $2,559$39,905$878,383
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heidi Van EverenExecutive DirectorFT$60,667$6,600$67,267
Diane ConradiNonvoting Director-$45,000-$45,000

Board Members and Trustees

NameTitle
Leslie HuntChair
Mike JopekVice Chair
Becky Smith-powellDirector
Ed LieserDirector
Henry RicklefsDirector
John MuhlfeldDirector
Julie BaldridgeDirector
Reid SabinSecretary
Fred JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$470,348
Program Service Revenue
$2,439
Investment Income
$10,002
Other Revenue
$29,255
All Other Contributions
$460,848
Change in Net Assets
$-101,460

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table17$7,855Cost
Other Non Cash Contri Table2$1,810Cost
Total Noncash Contributions19$9,665-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$429,603
Salaries, Compensation, and Employee Benefits$183,901
Total Fundraising Expense$25,108
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$76,993$879$9,678$87,550
Fees for Services Other$65,368-$472$65,840
Current Officers, Directors, Trustees, and Key Employees$56,604-$4,062$60,666
Other Employee Benefits$15,840-$4,187$20,027
All Other Expenses$12,164$4,011$2,490$18,665
Payroll Taxes$12,708-$2,950$15,658
Other Expenses$9,665--$9,665
Occupancy$7,246$2,415-$9,661
Office Expenses$3,472$1,079$237$4,788
Insurance$1,917$640-$2,557
Conferences and Meetings$921$1,502-$2,423
Information Technology$1,029-$1,029$2,058
Fees for Services Accounting$1,366$455-$1,821
Travel-$824-$824
Advertising$450-$3$453
Total Functional Expenses$576,591$11,805$25,108$613,504
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,915
Fundraising Direct Expenses$20,660
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hootenanny$42,850$38,850$5,888$32,962
Legacy Run$16,565$11,065$776$10,289
Total Events$59,415$49,915$20,660$29,255
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Conradi Anderson Law FirmNon-voting Board Member Is a Partner in the Law FirmFees Paid to the Law Firm for Project-based Services to Continue the Smith Lake Legacy Project, Pursue Conservation Opportunities, and Secure Funding Sources for Conservation and Recreation Efforts, With a Limited Scope of Professional Legal Services Provided to the Officers, Board and Staff of Whitefish Legacy Partners.No-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 was provided to the governing body for review prior to filing. The board chairman is charged with reviewing the final form 990 and reporting it to the board.”

Form 990, Part VI, Section B, Line 15

“Executive director compensation review was completed by the whitefish legacy partner's executive committee and director of development. Program director compensation review was completed by the executive director. Salary annual compensation reports were referenced as published online by trec, salary survey, the montana non-profit association, and other online reference documents.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Whitefish Legacy Partners Inc
EIN
20-0674119
Phone
4068623880
Address
PO BOX 1895, WHITEFISH, MT 59937

Signing Officer

Name
Mike Jopek
Title
Chair
Phone
4068623880
Signed
2019-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Jopek
Formed
2003
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
5
Volunteers
252

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 1040, HELENA, MT 59624
Preparer
Suzanne M Severin CPA
Phone
4064421040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 60,181. Management and general expenses 0. Fundraising expenses 0. Total expenses 60,181. Website & it services: program service expenses 1,415. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,415. Outreach and development: program service expenses 3,772. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,772. Website & it services: program service expenses 0. Management and general expenses 0. Fundraising expenses 472. Total expenses 472.”

Financial Statement Notes

PART V, LINE 4:

“The whitefish trail endowment fund is held by the whitefish community foundation and proceeds are used to support wlp's whitefish trail operations and management needs.”

Raw XML AppendixShowing 400 of 541 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03852
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04096
IRS990/AccountsReceivableGrp/BOYAmt0-250
IRS990/AccountsReceivableGrp/EOYAmt0200
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ENSURE CONSERVATION, RECREATION, AND EDUCATION ON THE LANDS AROUND WHITEFISH, MONTANA FOR FUTURE GENERATIONS.
IRS990/AdvertisingGrp/FundraisingAmt03
IRS990/AdvertisingGrp/ProgramServicesAmt0450
IRS990/AdvertisingGrp/TotalAmt0453
IRS990/AllOtherContributionsAmt0460848
IRS990/AllOtherExpensesGrp/FundraisingAmt02490
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04011
IRS990/AllOtherExpensesGrp/ProgramServicesAmt012164
IRS990/AllOtherExpensesGrp/TotalAmt018665
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04068623880
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1895
IRS990/BooksInCareOfDetail/USAddress/CityNm0WHITEFISH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059937
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt0299489
IRS990/CashNonInterestBearingGrp/EOYAmt0223952
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt04062
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt056604
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt060666
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01502
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0921
IRS990/ConferencesMeetingsGrp/TotalAmt02423
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt09500
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0470348
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt010002
IRS990/CYOtherExpensesAmt0429603
IRS990/CYOtherRevenueAmt029255
IRS990/CYProgramServiceRevenueAmt02439
IRS990/CYRevenuesLessExpensesAmt0-101460
IRS990/CYSalariesCompEmpBnftPaidAmt0183901
IRS990/CYTotalExpensesAmt0613504
IRS990/CYTotalFundraisingExpenseAmt025108
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0512044
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0OPERATIONS & EDUCATION: WHITEFISH LEGACY PARTNERS WORKS AS THE COMMUNITY PARTNER AND CATALYST TO CREATE A NATURAL SURFACE TRAIL SYSTEM, KNOWN AS THE WHITEFISH TRAIL, ENCOMPASSING THE 13,000 ACRES OF STATE LANDS IN OUR STUNNING BACKYARD. OUR WORK PERMANENTLY PROTECTS AND CONNECTS THESE IMPORTANT LANDSCAPES, SUPPORTS THE GROWTH OF TOURISM AND THE LOCAL ECONOMY, AND ENGAGES THE LOCAL COMMUNITY THROUGH MUTUALLY BENEFICIAL AND SUSTAINABLE SOLUTIONS. WLP'S EDUCATION AND STEWARDSHIP PROGRAMS ON THE WHITEFISH TRAIL OFFER A UNIQUE OPPORTUNITY TO CULTIVATE CONNECTIONS BETWEEN OUR COMMUNITY, OUR NATURAL LANDS, AND OUR OUTDOOR HERITAGE. WHITEFISH LEGACY PARTNERS FACILITATES OUTINGS ON THE TRAIL AND WE STRIVE TO EDUCATE LOCALS, VISITORS, AND YOUTH ABOUT CONSERVATION AND THE INTERWOVEN ELEMENTS OF A THRIVING FOREST, SCENIC VIEWSHEDS, CLEAN WATER, CRITICAL WILDLIFE CORRIDORS, AND QUALITY RECREATION OPPORTUNITIES. EDUCATION AND STEWARDSHIP PROGRAMS ARE FUNDED 100% THROUGH WHITEFISH LEGACY PARTNERS ANNUAL OPERATIONS, GRANTS, AND PRIVATE FUNDRAISING EFFORTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt074458
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0455
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01366
IRS990/FeesForServicesAccountingGrp/TotalAmt01821
IRS990/FeesForServicesOtherGrp/FundraisingAmt0472
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt065368
IRS990/FeesForServicesOtherGrp/TotalAmt065840
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.45
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
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/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt106600
IRS990/Form990PartVIISectionAGrp/PersonNm0LESLIE HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm1ED LIESER
IRS990/Form990PartVIISectionAGrp/PersonNm2HENRY RICKLEFS
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN MUHLFELD
IRS990/Form990PartVIISectionAGrp/PersonNm4JULIE BALDRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm5REID SABIN
IRS990/Form990PartVIISectionAGrp/PersonNm6DIANE CONRADI
IRS990/Form990PartVIISectionAGrp/PersonNm7FRED JONES
IRS990/Form990PartVIISectionAGrp/PersonNm8MIKE JOPEK
IRS990/Form990PartVIISectionAGrp/PersonNm9BECKY SMITH-POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm10HEIDI VAN EVEREN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt645000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1060667
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6NONVOTING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt09500
IRS990/FundraisingDirectExpensesAmt020660
IRS990/FundraisingGrossIncomeAmt049915
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0532704
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01029
IRS990/InformationTechnologyGrp/ProgramServicesAmt01029
IRS990/InformationTechnologyGrp/TotalAmt02058
IRS990/InsuranceGrp/ManagementAndGeneralAmt0640
IRS990/InsuranceGrp/ProgramServicesAmt01917
IRS990/InsuranceGrp/TotalAmt02557
IRS990/InvestmentIncomeGrp/ExclusionAmt010002
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010002
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04064
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt04064
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WHITEFISH LEGACY PARTNERS IS A NON-PROFIT ORGANIZATION WHOSE COMMUNITY-MINDED VISION IS TO ENSURE CONSERVATION, RECREATION AND EDUCATION ON THE LANDS AROUND WHITEFISH FOR FUTURE GENERATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01016897
IRS990/NetAssetsOrFundBalancesEOYAmt0915437
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt029255
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt029255
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt09665
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02415
IRS990/OccupancyGrp/ProgramServicesAmt07246
IRS990/OccupancyGrp/TotalAmt09661
IRS990/OfficeExpensesGrp/FundraisingAmt0237
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01079
IRS990/OfficeExpensesGrp/ProgramServicesAmt03472
IRS990/OfficeExpensesGrp/TotalAmt04788
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04187
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015840
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020027
IRS990/OtherExpensesGrp/Desc0TRAIL CONSTRUCTION
IRS990/OtherExpensesGrp/Desc1TRAIL OPERATIONS AND MA
IRS990/OtherExpensesGrp/Desc2POSTAGE & PRINTING
IRS990/OtherExpensesGrp/Desc3PUBLIC REC FUNDING
IRS990/OtherExpensesGrp/ProgramServicesAmt0245430
IRS990/OtherExpensesGrp/ProgramServicesAmt153645
IRS990/OtherExpensesGrp/ProgramServicesAmt211773
IRS990/OtherExpensesGrp/ProgramServicesAmt39665
IRS990/OtherExpensesGrp/TotalAmt0245430
IRS990/OtherExpensesGrp/TotalAmt153645
IRS990/OtherExpensesGrp/TotalAmt211773
IRS990/OtherExpensesGrp/TotalAmt39665
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09678
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0879
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt076993
IRS990/OtherSalariesAndWagesGrp/TotalAmt087550
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02950
IRS990/PayrollTaxesGrp/ProgramServicesAmt012708
IRS990/PayrollTaxesGrp/TotalAmt015658
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MIKE JOPEK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0514190
IRS990/ProgramServiceRevenueGrp/BusinessCd1514190
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc1RECREATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01683
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1756
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01683
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1756
IRS990/ProgSrvcAccomActy2Grp/Desc0CONSERVATION: OUR COMMUNITY CONSERVATION PROJECTS KNOWN LOCALLY AS SMITH LAKE LEGACY AND PLACES WORTH PROTECTING CREATE A LEGACY OF PERMANENT, PUBLIC ACCESS TO CLEAN WATER, WILDLIFE HABITAT, UNCLUTTERED VIEWS, HIGH QUALITY RECREATION, WORKING FORESTS. OUR WORK CREATES PERMANENT, PUBLIC ACCESS AND TRAILS IN SUSTAINABLE, WORKING FORESTS THROUGH A COMBINATION OF LICENSES, AGREEMENTS, EASEMENTS, LAND SWAPS, COMMUNITY FORESTS, COMMUNITY STEWARDSHIP, AND OTHER INNOVATIVE SOLUTIONS. OUR PLACES WORTH PROTECTING WORK IDENTIFIES OUR PRIORITY CONSERVATION STRATEGIES, DRIVES THE LEGALLY COMPLEX TRANSACTIONS, AND DIRECTS THE COMPLICATED FUNDING MECHANISMS AND OPPORTUNITIES. THE SMITH LAKE LEGACY EFFORTS WILL PROTECT AN ADDITIONAL 800 ACRES BY YEAR 2025.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0121715
IRS990/ProgSrvcAccomActy3Grp/Desc0RECREATION: THE WHITEFISH TRAIL IS OUR ANCHOR RECREATION PROJECT OFFERING A NON-MOTORIZED, MULTI-USE TRAIL NETWORK AND TRAILHEADS READILY ACCESSED FROM TOWN. THE TRAIL IS OPEN TO HIKERS, BIKERS, AND HORSE USERS AND IS COMPRISED OF STACKED LOOPS, SCENIC OVERLOOKS, SINGLE-TRACK TRAIL AND GATED LOGGING ROADS. OUR VISION IS TO CREATE A 55-MILE RECREATIONAL LOOP TRAIL AROUND WHITEFISH LAKE CONNECTING THE COMMUNITY OF WHITEFISH TO THE ADJACENT STATE AND FEDERAL LANDS. ONGOING OPERATIONS AND MAINTENANCE IS MANAGED THROUGH A PARTNERSHIP WITH THE CITY OF WHITEFISH AND IS FUNDED 100% THROUGH THE WT ENDOWMENT FUND AND WHITEFISH LEGACY PARTNERS. THE WHITEFISH TRAIL AND TRAILHEAD CONSTRUCTION TO CLOSE THE LOOP OF THE WHITEFISH TRAIL IS FUNDED THROUGH GRANTS AND MATCHING FUNDS RAISED BY WHITEFISH LEGACY PARTNERS. THE CLOSE THE LOOP EFFORTS WILL PLAN, DESIGN, AND FUND THE FINAL PHASES OF THE WHITEFISH TRAIL BY YEAR 2025.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0380418
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0756
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0507470
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06896
IRS990/PYOtherExpensesAmt0248389
IRS990/PYOtherRevenueAmt023302
IRS990/PYProgramServiceRevenueAmt07018
IRS990/PYRevenuesLessExpensesAmt0134630
IRS990/PYSalariesCompEmpBnftPaidAmt0161667
IRS990/PYTotalExpensesAmt0410056
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0544686
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-101460
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01683
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0721510
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0695381
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt025500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt09500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt055500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt04846
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt019018
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0114364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0470348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0507470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0389961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0406643
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03918218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05692640
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010002
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06896
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03356
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04290
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052354
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt090687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068674
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt029429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0289446
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt022918
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt022918
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010002
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06896
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03356
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04290
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028584
IRS990ScheduleA/InvestmentIncomeCYPct00.00470
IRS990ScheduleA/InvestmentIncomePYPct00.00270
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93410
IRS990ScheduleA/PublicSupportPY509Pct00.98310
IRS990ScheduleA/PublicSupportTotal509Amt05636104
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt059519
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0230017
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt055500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt04846
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt019018
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0368900
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt034019
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0220517
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0254536
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0522702
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0555772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0480648
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0475317
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03970565
IRS990ScheduleA/Total509Grp/TotalAmt06005004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0532704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0562668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0484688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0478673
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03974855
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06033588
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt09548
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0990216
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07176
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0914475
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-73369
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt012392
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0912547
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0990216
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0124977
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt035016
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt010286
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0878383
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0912547
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt079519
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt035569
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt09184
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0930031
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0878383
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2559
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt039905
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04064
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04064
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE WHITEFISH TRAIL ENDOWMENT FUND IS HELD BY THE WHITEFISH COMMUNITY FOUNDATION AND PROCEEDS ARE USED TO SUPPORT WLP'S WHITEFISH TRAIL OPERATIONS AND MANAGEMENT NEEDS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt09500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt05500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020660

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$919,533
Liabilities
$4,096
Net assets
$915,437
Revenue
$512,044
Expenses
$613,504
Net income
-$101,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$0.02$4.37$1.68$0.86$0.82
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.01$3.50$2.52$0.91$1.60
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.03$1.89$1.11$0.93$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.82$0.38$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.04$1.25$0.59$0.41$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.01$1.06$0.53$0.40$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.51$0.61$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.54$0.41$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.47$0.37$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.78$0.47$0.29$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$3.96$3.85$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$2.15$4.67$2.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.00$3.02$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.17
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.19$0.12$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $500k-$1M nonprofits