Civic Intelligence

Whitefish School District Education Foundation

990 • Fiscal year 2019 • EIN 20-3135697

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 28, 2019

Organization ProfileWWW.WSD44.ORG
P O Box 1417Whitefish, MT 59937

(406) 862-8916

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$564,676

Up $51,800 (+10%) from 2018

Net Assets

Up

$564,676

Up $51,800 (+10%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin86th percentile

Revenue

Down

$97,796

Down $54,017 (-36%) from 2018

Expenses

Down

$63,414

Down $34,182 (-35%) from 2018

Net Income

Down

$34,382

Down $19,835 (-37%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$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

2019

Assets$564,676
Liabilities$0
Net Assets$564,676
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

2019

Revenue$97,796
Expenses$63,414
Net Income$34,382
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 28, 2019
Return Version
2018v3.1
Gross Receipts
$126,923
Mission and Program Overview

Mission

SEE SCHEDULE 0

Primary exempt purpose - community based foundation created to provide supplement 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$512,876$564,676▲ $51,800
Investments in Publicly Traded Securities$386,511$411,701▲ $25,190
Cash and Non-Interest-Bearing Accounts$126,365$152,975▲ $26,610
Total Assets$512,876$564,676▲ $51,800
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$512,876$564,676▲ $51,800
Total Liabilities and Net Assets / Fund Balance$512,876$564,676▲ $51,800
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Gayle MaclarenPresident
Christine RossiVice President
Antonia MalchikBoard Director
Chelsea LefcourtBoard Member
Lisa CalawayBoard Member
Marie ShawBoard Member
Ruth HarrisonBoard Member
Ryder DelaloyeBoard Member
Todd LengacherBoard Member
Lucie SheaSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,165
Program Service Revenue
$0
Investment Income
$7,800
Other Revenue
$41,831
All Other Contributions
$47,129
Change in Net Assets
$34,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,237
Grants and Similar Amounts Paid$28,177
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$28,177--$28,177
Other Expenses$20,000--$20,000
Advertising$6,420--$6,420
Office Expenses$2,494--$2,494
Fees for Services Accounting$600--$600
Total Functional Expenses$63,414$0$0$63,414
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$70,958
Fundraising Direct Expenses$29,127
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$61,983$61,983$21,702$40,281
Year Book$8,975$8,975$6,525$2,450
Total Events$70,958$70,958$29,127$41,831
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
Backup withholding compliance
Yes
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
Yes
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 governing body review Part VI line 11

“The whitefish school district education foundation chair person and treasurer are charged with reviewing the irs form 990 and reporting on it to the board of directors. All board members are provided with a copy of the form 990 and it is reviewed and approved prior to filing.”

Other officer or key employee compensation Part VI line 15B

“Currently there is no compensation to any of the officers or board members, nor is there an executive director at this time. If at some point the need to determine compensation arises, the board will nominate a finance committee who will be responsible for making compensation recommendations to the board of directors.”

Governing documents etc available to public Part VI line 19

“Whitefish school district education foundation will make its governing documents, policies and financials available to the public in a timely manner upon request. To obtain this information, the organization should be contacted directly.”

Filing and Contact Details

Filer

Filer Name
Whitefish School District Education Foundation
EIN
20-3135697
Address
P O BOX 1417, WHITEFISH, MT 59937

Signing Officer

Name
Gayle Maclaren
Title
President
Phone
4068628916
Signed
2019-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gayle Maclaren
Formed
2005
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
125

Preparer

Firm
Coras Tax & Accounting
Address
750 2nd Street w Ste A, Whitefish, MT 59937
Preparer
Cora Arnold
Phone
4068632668
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Writing of coaches contract $20,000”

General explanation attachment

“From 990-ez, part iii, primary exempt purpose - community based foundation created to provide supplement funding to enhance education opportunities, programs and standards within the whitefish montana school district. 6. Schedule i- monitoring procedures the board records name of recipient and the amounts that were distributed for tuition costs, along with the name of the college the recipient attends.”

Raw XML Appendix396 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PRIMARY EXEMPT PURPOSE - COMMUNITY BASED FOUNDATION CREATED TO PROVIDE SUPPLEMENT FUNDING TO ENHANCE EDUCATION OPPORTUNITIES, PROGRAMS AND STANDARDS WITHIN THE WHITEFISH MONTANA SCHOOL DISTRICT.
IRS990/AdvertisingGrp/ProgramServicesAmt06420
IRS990/AdvertisingGrp/TotalAmt06420
IRS990/AllOtherContributionsAmt047129
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04068628916
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 1417
IRS990/BooksInCareOfDetail/USAddress/CityNm0WHITEFISH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059937
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0126365
IRS990/CashNonInterestBearingGrp/EOYAmt0152975
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt01036
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt048165
IRS990/CYGrantsAndSimilarPaidAmt028177
IRS990/CYInvestmentIncomeAmt07800
IRS990/CYOtherExpensesAmt035237
IRS990/CYOtherRevenueAmt041831
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt034382
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt063414
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt097796
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE GRANTS FOR BOOKS AND SUPPLIES TO WHITEFISH SCHOOL DISTRICT
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt039214
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0600
IRS990/FeesForServicesAccountingGrp/TotalAmt0600
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/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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/PersonNm0MARIE SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm1RUTH HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm2LISA CALAWAY
IRS990/Form990PartVIISectionAGrp/PersonNm3TODD LENGACHER
IRS990/Form990PartVIISectionAGrp/PersonNm4ANTONIA MALCHIK
IRS990/Form990PartVIISectionAGrp/PersonNm5RYDER DELALOYE
IRS990/Form990PartVIISectionAGrp/PersonNm6CHELSEA LEFCOURT
IRS990/Form990PartVIISectionAGrp/PersonNm7GAYLE MACLAREN
IRS990/Form990PartVIISectionAGrp/PersonNm8LUCIE SHEA
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRISTINE ROSSI
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/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt01036
IRS990/FundraisingDirectExpensesAmt029127
IRS990/FundraisingGrossIncomeAmt070958
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt028177
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt028177
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0126923
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt07800
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07800
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0386511
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0411701
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PRIMARY EXEMPT PURPOSE - COMMUNITY BASED FOUNDATION CREATED TO PROVIDE SUPPLEMENT FUNDING TO ENHANCE EDUCATION OPPORTUNITIES, PROGRAMS AND STANDARDS WITHIN THE WHITEFISH MONTANA SCHOOL DISTRICT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0512876
IRS990/NetAssetsOrFundBalancesEOYAmt0564676
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt041831
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt041831
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017418
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt02494
IRS990/OfficeExpensesGrp/TotalAmt02494
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1MERCHANT FEES
IRS990/OtherExpensesGrp/Desc2MATERIALS AND SUPPLIES
IRS990/OtherExpensesGrp/Desc3CONSULTING EXP
IRS990/OtherExpensesGrp/ProgramServicesAmt04170
IRS990/OtherExpensesGrp/ProgramServicesAmt1105
IRS990/OtherExpensesGrp/ProgramServicesAmt21448
IRS990/OtherExpensesGrp/ProgramServicesAmt320000
IRS990/OtherExpensesGrp/TotalAmt04170
IRS990/OtherExpensesGrp/TotalAmt1105
IRS990/OtherExpensesGrp/TotalAmt21448
IRS990/OtherExpensesGrp/TotalAmt320000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GAYLE MACLAREN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE SCHOLARSHIPS TO WHITEFISH HIGH SCHOOL GRADUATES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt024200
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt039311
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0104875
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt057668
IRS990/PYInvestmentIncomeAmt018404
IRS990/PYOtherExpensesAmt039928
IRS990/PYOtherRevenueAmt028534
IRS990/PYRevenuesLessExpensesAmt054217
IRS990/PYTotalExpensesAmt097596
IRS990/PYTotalRevenueAmt0151813
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt034382
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt079812
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0512876
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0564676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0119123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0104876
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06381
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0283370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07692
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05927
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06281
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt032503
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43680
IRS990ScheduleA/PublicSupportPY170Pct00.22970
IRS990ScheduleA/PublicSupportTotal170Amt0137966
IRS990ScheduleA/SubstantialContributorsTotAmt0145404
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0119123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0104876
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06381
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08309
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0283370
IRS990ScheduleA/TotalSupportAmt0315873
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029127
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0YEAR BOOK
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0900
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061983
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08975
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt070958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061983
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08975
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt070958
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041831
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028227
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021702
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06525
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt028177
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS COLLEGE TUITION FOR WHITEFISH STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt027
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION CHAIR PERSON AND TREASURER ARE CHARGED WITH REVIEWING THE IRS FORM 990 AND REPORTING ON IT TO THE BOARD OF DIRECTORS. ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE FORM 990 AND IT IS REVIEWED AND APPROVED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CURRENTLY THERE IS NO COMPENSATION TO ANY OF THE OFFICERS OR BOARD MEMBERS, NOR IS THERE AN EXECUTIVE DIRECTOR AT THIS TIME. IF AT SOME POINT THE NEED TO DETERMINE COMPENSATION ARISES, THE BOARD WILL NOMINATE A FINANCE COMMITTEE WHO WILL BE RESPONSIBLE FOR MAKING COMPENSATION RECOMMENDATIONS TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION WILL MAKE ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIALS AVAILABLE TO THE PUBLIC IN A TIMELY MANNER UPON REQUEST. TO OBTAIN THIS INFORMATION, THE ORGANIZATION SHOULD BE CONTACTED DIRECTLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WRITING OF COACHES CONTRACT $20,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FROM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE - COMMUNITY BASED FOUNDATION CREATED TO PROVIDE SUPPLEMENT FUNDING TO ENHANCE EDUCATION OPPORTUNITIES, PROGRAMS AND STANDARDS WITHIN THE WHITEFISH MONTANA SCHOOL DISTRICT. 6. SCHEDULE I- MONITORING PROCEDURES THE BOARD RECORDS NAME OF RECIPIENT AND THE AMOUNTS THAT WERE DISTRIBUTED FOR TUITION COSTS, ALONG WITH THE NAME OF THE COLLEGE THE RECIPIENT ATTENDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4General explanation attachment
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0512876
IRS990/TotalAssetsEOYAmt0564676
IRS990/TotalAssetsGrp/BOYAmt0512876
IRS990/TotalAssetsGrp/EOYAmt0564676
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt048165
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063414
IRS990/TotalFunctionalExpensesGrp/TotalAmt063414
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0512876
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0564676
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt063414
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt041831
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07800
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt097796
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0125
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0512876
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0564676
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.WSD44.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GAYLE MACLAREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04068628916
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0203135697
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1417
ReturnHeader/Filer/USAddress/CityNm0WHITEFISH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059937
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F53F407C6FBF80DCF10C64A65DB52AA048EB2027
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F53F407C6FBF80DCF10C64A65DB52AA048EB2027
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08115222019316nlybnmi
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.118.59.248
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTm016:32:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270697041
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Coras Tax & Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 2nd Street w Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whitefish
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059937
ReturnHeader/PreparerPersonGrp/PhoneNum04068632668
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cora Arnold
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-12T16:28:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$564,676
Liabilities
$0
Net assets
$564,676
Revenue
$97,796
Expenses
$63,414
Net income
$34,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.44$0.33$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.20$0.21$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.37$0.24$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.21$0.15$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.19$0.09$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.07$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.10$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.15$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.06$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.02$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.03$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.03$0.03$0.00