Civic Intelligence

Whitefish School District Education Foundation

990 • Fiscal year 2023 • EIN 20-3135697

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 04, 2023

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

(406) 471-0647

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

75th percentile

20%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

75%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$896,485

Up $150,055 (+20%) from 2022

Net Assets

Up

$896,485

Up $150,055 (+20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin84th percentile

Revenue

Up

$366,864

Up $157,314 (+75%) from 2022

Expenses

Up

$241,232

Up $95,596 (+66%) from 2022

Net Income

Up

$125,632

Up $61,718 (+97%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2023

Assets$896,485
Liabilities$0
Net Assets$896,485
Open 2023 Filing

Operations Trend

Revenue Growth87th 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

2023

Revenue$366,864
Expenses$241,232
Net Income$125,632
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 4, 2023
Return Version
2022v5.0
Gross Receipts
$368,104
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$746,430$896,485▲ $150,055
Investments in Publicly Traded Securities$424,107$459,041▲ $34,934
Savings and Temporary Cash Investments$10,237$235,237▲ $225,000
Cash and Non-Interest-Bearing Accounts$312,086$202,207▼ $109,879
Total Assets$746,430$896,485▲ $150,055
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$746,430$896,485▲ $150,055
Total Liabilities and Net Assets / Fund Balance$746,430$896,485▲ $150,055
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Lisa CalawayPresident
Christine RossiVice President
Tiffany GouldBoard Director
Dani HarmonBoard Member
Dave MeansBoard Member
Jerrie BoksichBoard Member
Jill RocksundBoard Member
Kara HaugenBoard Member
Lisa BloomBoard Member
Lisa OlsonBoard Member
Marie ShawBoard Member
Ruth HarrisonBoard Member
Jesse KuntzExecutive Director
Chelsea LefcourtSecretary
Danelle ReischTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$238,236
Program Service Revenue
$0
Investment Income
$10,590
Other Revenue
$118,038
All Other Contributions
$238,236
Change in Net Assets
$125,632
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$206,187
Grants and Similar Amounts Paid$35,045
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$35,045--$35,045
Office Expenses-$1,190-$1,190
Fees for Services Accounting$650--$650
Other Expenses$411--$411
Advertising$345--$345
Total Functional Expenses$240,042$1,190$0$241,232
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$119,278
Fundraising Direct Expenses$1,240
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$104,850$104,850$1,240$103,610
Yr End Party$11,427$11,427-$11,427
Total Events$119,278$119,278$1,240$118,038
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
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
Lisa Calaway
Title
President
Phone
4064710647
Signed
2023-10-04
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Mt
Voting Board Members
17
Independent Board Members
0
Employees
0
Volunteers
80

Preparer

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

Additional Explanations

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.”

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

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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0YR END PARTY
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS COLLEGE TUITION FOR WHITEFISH STUDENTS
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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/ExplanationTxt3FROM 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.
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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/FormAndLineReferenceDesc3General explanation attachment
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$896,485
Liabilities
$0
Net assets
$896,485
Revenue
$366,864
Expenses
$241,232
Net income
$125,632
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