Civic Intelligence

Whitefish School District Education Foundation

EIN 20-3135697 • 501(c)3 • Whitefish, MT

Profile

Primary exempt purpose - community based foundation created to provide supplement funding to enhance education opportunities, programs and standards within the whitefish montana school district.

PO Box 1417Whitefish, MT 59937

www.wsd44.org

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

76th percentile

24%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

115%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,069,698

Up $139,247 (+15%) from 2024

Liabilities

Up

$515

Up $35 (+7.3%) from 2024

Net Assets

Up

$1,069,183

Up $139,212 (+15%) from 2024

Revenue

Up

$435,288

Up $233,261 (+115%) from 2024

Expenses

Up

$331,017

Up $121,807 (+58%) from 2024

Net Income

Up

$104,271

Up $111,454 (+1552%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $417,694Liabilities 2014: $0Net Assets 2014: $417,6942014Assets 2015: $453,709Liabilities 2015: $0Net Assets 2015: $453,7092015Assets 2016: $421,384Liabilities 2016: $0Net Assets 2016: $421,3842016Assets 2017: $457,642Liabilities 2017: $0Net Assets 2017: $457,6422017Assets 2018: $512,876Liabilities 2018: $0Net Assets 2018: $512,8762018Assets 2019: $564,676Liabilities 2019: $0Net Assets 2019: $564,6762019Assets 2020: $565,149Liabilities 2020: $0Net Assets 2020: $565,1492020Assets 2021: $760,478Liabilities 2021: $0Net Assets 2021: $760,4782021Assets 2022: $746,430Liabilities 2022: $0Net Assets 2022: $746,4302022Assets 2023: $896,485Liabilities 2023: $0Net Assets 2023: $896,4852023Assets 2024: $930,451Liabilities 2024: $480Net Assets 2024: $929,9712024Assets 2025: $1,069,698Liabilities 2025: $515Net Assets 2025: $1,069,1832025

Highlighted filing

2025

Assets$1,069,698
Liabilities$515
Net Assets$1,069,183

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2014: $28,292Expenses 2014: $30,964Net Income 2014: -$2,6722014Revenue 2015: $34,656Expenses 2015: $29,647Net Income 2015: $5,0092015Revenue 2016: $24,189Expenses 2016: $36,687Net Income 2016: -$12,4982016Revenue 2017: $57,654Expenses 2017: $47,673Net Income 2017: $9,9812017Revenue 2018: $151,813Expenses 2018: $97,596Net Income 2018: $54,2172018Revenue 2019: $97,796Expenses 2019: $63,414Net Income 2019: $34,3822019Revenue 2020: $67,369Expenses 2020: $52,324Net Income 2020: $15,0452020Revenue 2021: $190,183Expenses 2021: $93,379Net Income 2021: $96,8042021Revenue 2022: $209,550Expenses 2022: $145,636Net Income 2022: $63,9142022Revenue 2023: $366,864Expenses 2023: $241,232Net Income 2023: $125,6322023Revenue 2024: $202,027Expenses 2024: $209,210Net Income 2024: -$7,1832024Revenue 2025: $435,288Expenses 2025: $331,017Net Income 2025: $104,2712025

Highlighted filing

2025

Revenue$435,288
Expenses$331,017
Net Income$104,271

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 3, 2025
Return Version
2024v5.0
Gross Receipts
$435,288
Mission and Program Overview

Mission

SEE SCHEDULE 0

Community based foundation to provide supplemental funding to enhance education opportunities, programs, and standards within the whitefish montana school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$929,971$1,069,183▲ $139,212
Investments in Publicly Traded Securities$509,152$585,640▲ $76,488
Savings and Temporary Cash Investments$244,651$352,304▲ $107,653
Cash and Non-Interest-Bearing Accounts$176,648$131,754▼ $44,894
Total Assets$930,451$1,069,698▲ $139,247
Liabilities
Accounts Payable and Accrued Expenses$480$515▲ $35
Total Liabilities$480$515▲ $35
Net Assets / Fund Balance
Total Net Assets Fund Balance$929,971$1,069,183▲ $139,212
Total Liabilities and Net Assets / Fund Balance$930,451$1,069,698▲ $139,247
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jesse KuntzExecutive DiFT$26,880$26,880

Board Members and Trustees

NameTitle
Lisa CalawayChair
Christine RossiVice Chair
Chris ZignegoBoard Member
Cyrus HadidiBoard Member
Katie WardBoard Member
Nikki OaksBoard Member
Patty WicksBoard Member
Ruth HarrisonBoard Member
Jerrie BoksichWsd Board Re
Lisa BloomAdmin Repres
Kara HaugenEdu Enhance
Tiffany GouldSch Program
Lucie SheaSch. Busines
Caroline FrisbeeScholarship
Chelsea LefcourtSecretary
Lisa Olson VesethTeacher Repr
Lenka HrivaTreasurer
Danelle ReischTressurer
Dave MeansWsd Superint
Revenue and Support

Revenue Composition

Contributions and Grants
$399,212
Program Service Revenue
$0
Investment Income
$36,076
Other Revenue
$0
All Other Contributions
$235,141
Change in Net Assets
$104,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$155,737
Other Expenses$145,578
Salaries, Compensation, and Employee Benefits$29,702
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$123,990--$123,990
Grants to Domestic Orgs$109,237--$109,237
Grants to Domestic Individuals$46,500--$46,500
Current Officers, Directors, Trustees, and Key Employees$13,440$13,440-$26,880
Fees for Services Other$12,238--$12,238
Office Expenses$2,274$1,113-$3,387
Payroll Taxes$1,411$1,411-$2,822
Advertising$980$981-$1,961
Insurance$1,883--$1,883
Fees for Services Accounting-$1,707-$1,707
Conferences and Meetings$412--$412
Total Functional Expenses$312,365$18,652$0$331,017
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Professional Dev and Ext Learning---$58,941
Whitefish Schools--Education Enhance$30,286
District Project Grants---$15,000
Whitefish Schools Rock---$5,010
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Muldown Fun Run$98,693---
Whitefish Schoo$32,500---
Total Events$164,071---
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
Annual disclosure for covered persons
Yes
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
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, Page 6, Part VI, Line 11B

The organization's chair and treasurer are charged with reviewing the irs form 990 and reporting to the full board of directors. All board members are provided a copy of the form 990 and it is reviewed and approved prior to filing.

Form 990, Page 6, Part VI, Line 12C

On an annual basis, each board member reads and signs the conflict of interest policy. The executive committee monitors compliance. When a conflict of interest is presented, the entire board will discuss and vote on the determination of the conflict.

Form 990, Page 6, Part VI, Line 15A

Determining the compensation of the executive director is done by the executive committee based on the budget and then presented to the entire board.

Form 990, Page 6, Part VI, Line 15B

Staff and key employee wages are reviewed at least annually by the board.

Form 990, Page 6, Part VI, Line 19

Public governing and organizing documents are made available upon written request.

Filing and Contact Details

Filer

Filer Name
Whitefish School District Education
EIN
20-3135697
Phone
4064710647
Address
PO BOX 1417, WHITEFISH, MT 59937
Doing Business As
Whitefish Education Foundation

Signing Officer

Name
Lisa Calaway
Title
Chair
Phone
4064710647
Signed
2025-10-03

Organization Details

Principal Officer
Lisa Calaway
Formed
2005
Legal Domicile
Mt
Voting Board Members
20
Independent Board Members
20
Employees
1

Preparer

Firm
Swiftcurrent Accounting & Tax Inc
Address
19 APPLEWAY DRIVE, KALISPELL, MT 59901
Preparer
Christian Shaeffer CPA
Phone
4067555428
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IRS990/IndependentVotingMemberCnt020
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01883
IRS990/InsuranceGrp/TotalAmt01883
IRS990/InvestmentIncomeGrp/ExclusionAmt036076
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036076
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0509152
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0585640
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0COMMUNITY BASED FOUNDATION CREATED TO PROVIDE SUPPLEMENTAL FUNDING TO ENHANCE EDUCATION OPPORTUNITIES AND PROGRAMS AND STANDARDS WITHIN THE WHITEFISH MONTANA SCHOOL DISTRICT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt01069183
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IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01113
IRS990/OfficeExpensesGrp/ProgramServicesAmt02274
IRS990/OfficeExpensesGrp/TotalAmt03387
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0123990
IRS990/OtherExpensesGrp/TotalAmt0123990
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01411
IRS990/PayrollTaxesGrp/ProgramServicesAmt01411
IRS990/PayrollTaxesGrp/TotalAmt02822
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LISA CALAWAY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE SCHOLARSHIPS TO WHITEFISH HIGH SCHOOL GRADUATES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt041500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt041500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0113816
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt032500
IRS990/PYInvestmentIncomeAmt018898
IRS990/PYOtherExpensesAmt0151468
IRS990/PYOtherRevenueAmt069313
IRS990/PYRevenuesLessExpensesAmt0-7183
IRS990/PYSalariesCompEmpBnftPaidAmt025242
IRS990/PYTotalExpensesAmt0209210
IRS990/PYTotalRevenueAmt0202027
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IRS990/ReconcilationRevenueExpnssAmt0104271
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0929971
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01069183
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0238236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt070056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt067322
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0944325
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt036076
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018898
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010590
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011369
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09100
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt086033
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81940
IRS990ScheduleA/PublicSupportPY170Pct00.34250
IRS990ScheduleA/PublicSupportTotal170Amt0844245
IRS990ScheduleA/SubstantialContributorsTotAmt0100080
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0399212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0169499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0238236
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt070056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt067322
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0944325
IRS990ScheduleA/TotalSupportAmt01030358
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0164071
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt098693
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt032500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt032878
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MULDOWN FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WHITEFISH SCHOO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt098693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt032878
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt141500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0WRITING COACHES PARTNER
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1STUDENT SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt025
IRS990ScheduleI/RecipientTable/CashGrantAmt030286
IRS990ScheduleI/RecipientTable/CashGrantAmt158941
IRS990ScheduleI/RecipientTable/CashGrantAmt25010
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION ENHANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WHITEFISH SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PROFESSIONAL DEV AND EXT LEARNING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WHITEFISH SCHOOLS ROCK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DISTRICT PROJECT GRANTS
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S CHAIR AND TREASURER ARE CHARGED WITH REVIEWING THE IRS FORM 990 AND REPORTING TO THE FULL BOARD OF DIRECTORS. ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 AND IT IS REVIEWED AND APPROVED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON AN ANNUAL BASIS, EACH BOARD MEMBER READS AND SIGNS THE CONFLICT OF INTEREST POLICY. THE EXECUTIVE COMMITTEE MONITORS COMPLIANCE. WHEN A CONFLICT OF INTEREST IS PRESENTED, THE ENTIRE BOARD WILL DISCUSS AND VOTE ON THE DETERMINATION OF THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DONE BY THE EXECUTIVE COMMITTEE BASED ON THE BUDGET AND THEN PRESENTED TO THE ENTIRE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STAFF AND KEY EMPLOYEE WAGES ARE REVIEWED AT LEAST ANNUALLY BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PUBLIC GOVERNING AND ORGANIZING DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0930451
IRS990/TotalAssetsEOYAmt01069698

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