Civic Intelligence

Whitefish Community Foundation Inc

EIN 81-0533002 • 501(c)3 • Whitefish, MT

Profile

To enrich the quality of life in whitefish by fostering philathropy,building endowments and helping donors and nonprofits benefit our community.

PO Box 1060Whitefish, MT 59937-1060

whitefishcommunityfoundation.org

Siviq Scores

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

Liabilities / Assets

29th percentile

0.08x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.26x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

1.7%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$67,617,403

Up $6,175,850 (+10%) from 2023

Liabilities

Up

$5,145,817

Up $231,160 (+4.7%) from 2023

Net Assets

Up

$62,471,586

Up $5,944,690 (+11%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin77th percentile

Revenue

Up

$20,160,627

Up $333,006 (+1.7%) from 2023

Expenses

Up

$15,776,882

Up $1,395,664 (+9.7%) from 2023

Net Income

Down

$4,383,745

Down $1,062,658 (-20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$80M$60M$40M$20M$0Assets 2011: $6,457,974Liabilities 2011: $1,000,460Net Assets 2011: $5,457,5142011Assets 2012: $8,476,644Liabilities 2012: $3,623Net Assets 2012: $8,473,0212012Assets 2013: $10,554,400Liabilities 2013: $147,141Net Assets 2013: $10,407,2592013Assets 2014: $10,945,118Liabilities 2014: $530,966Net Assets 2014: $10,414,1522014Assets 2015: $12,977,106Liabilities 2015: $911,756Net Assets 2015: $12,065,3502015Assets 2016: $20,589,203Liabilities 2016: $1,428,685Net Assets 2016: $19,160,5182016Assets 2017: $28,634,154Liabilities 2017: $2,305,366Net Assets 2017: $26,328,7882017Assets 2018: $31,164,034Liabilities 2018: $2,357,469Net Assets 2018: $28,806,5652018Assets 2019: $37,003,037Liabilities 2019: $2,862,829Net Assets 2019: $34,140,2082019Assets 2020: $41,798,554Liabilities 2020: $3,153,121Net Assets 2020: $38,645,4332020Assets 2021: $55,891,446Liabilities 2021: $4,377,378Net Assets 2021: $51,514,0682021Assets 2022: $51,543,713Liabilities 2022: $4,440,597Net Assets 2022: $47,103,1162022Assets 2023: $61,441,553Liabilities 2023: $4,914,657Net Assets 2023: $56,526,8962023Assets 2024: $67,617,403Liabilities 2024: $5,145,817Net Assets 2024: $62,471,5862024

Highlighted filing

2024

Assets$67,617,403
Liabilities$5,145,817
Net Assets$62,471,586
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$30M$20M$10M$0Expenses 2011: $1,382,7312011Expenses 2012: $4,236,1572012Revenue 2013: $5,446,168Expenses 2013: $3,809,433Net Income 2013: $1,636,7352013Revenue 2014: $6,763,185Expenses 2014: $6,609,992Net Income 2014: $153,1932014Revenue 2015: $5,873,086Expenses 2015: $3,756,282Net Income 2015: $2,116,8042015Revenue 2016: $11,528,920Expenses 2016: $4,613,223Net Income 2016: $6,915,6972016Revenue 2017: $11,675,218Expenses 2017: $6,298,268Net Income 2017: $5,376,9502017Revenue 2018: $12,288,538Expenses 2018: $6,728,500Net Income 2018: $5,560,0382018Revenue 2019: $7,773,138Expenses 2019: $6,267,347Net Income 2019: $1,505,7912019Revenue 2020: $10,602,801Expenses 2020: $8,321,850Net Income 2020: $2,280,9512020Revenue 2021: $19,214,103Expenses 2021: $10,144,430Net Income 2021: $9,069,6732021Revenue 2022: $14,279,734Expenses 2022: $11,807,593Net Income 2022: $2,472,1412022Revenue 2023: $19,827,621Expenses 2023: $14,381,218Net Income 2023: $5,446,4032023Revenue 2024: $20,160,627Expenses 2024: $15,776,882Net Income 2024: $4,383,7452024

Highlighted filing

2024

Revenue$20,160,627
Expenses$15,776,882
Net Income$4,383,745
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$67,617,403
Liabilities
$5,145,817
Net assets
$62,471,586
Revenue
$20,160,627
Expenses
$15,776,882
Net income
$4,383,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.6$5.15$62.5$20.2$15.8$4.38
2023Summary only. Only limited summary data is available for this year.$61.4$4.91$56.5$19.8$14.4$5.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.5$4.44$47.1$14.3$11.8$2.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.9$4.38$51.5$19.2$10.1$9.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.8$3.15$38.6$10.6$8.32$2.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.0$2.86$34.1$7.77$6.27$1.51
2018Summary only. Only limited summary data is available for this year.$31.2$2.36$28.8$12.3$6.73$5.56
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$2.31$26.3$11.7$6.30$5.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$1.43$19.2$11.5$4.61$6.92
2015Detailed filing. Detailed filing data is available for this year.$13.0$0.91$12.1$5.87$3.76$2.12
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.53$10.4$6.76$6.61$0.15
2013Summary only. Only limited summary data is available for this year.$10.6$0.15$10.4$5.45$3.81$1.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.48$0.00$8.47$4.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.46$1.00$5.46$1.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 8, 2025
Return Version
2024v5.2
Gross Receipts
$42,983,117
Mission and Program Overview

Mission

The whitefish community foundation is dedicated to fostering philanthropy, building endowments, and helping donors and nonprofits benefit our community.

The whitefish community foundation is dedicated to enrich the quality of life in the flathead valley by fostering philanthropy, building endowments, and helping donors and nonprofits benefit our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$57,369,093$60,928,695▲ $3,559,602
Savings and Temporary Cash Investments$2,804,332$5,253,543▲ $2,449,211
Land, Buildings, and Equipment, Net$1,187,191$1,157,473▼ $29,718
Cash and Non-Interest-Bearing Accounts$80,937$273,167▲ $192,230
Prepaid Expenses and Deferred Charges-$4,525-
Total Assets$61,441,553$67,617,403▲ $6,175,850
Liabilities
Escrow Account Liability$4,209,960$4,408,957▲ $198,997
Other Liabilities$697,397$724,460▲ $27,063
Deferred Revenue$5,900$6,400▲ $500
Accounts Payable and Accrued Expenses$1,400$6,000▲ $4,600
Total Liabilities$4,914,657$5,145,817▲ $231,160
Net Assets / Fund Balance
Net Assets With Donor Restrictions$49,738,594$55,067,467▲ $5,328,873
Net Assets Without Donor Restrictions$6,788,302$7,404,119▲ $615,817
Total Net Assets Fund Balance$56,526,896$62,471,586▲ $5,944,690
Total Liabilities and Net Assets / Fund Balance$61,441,553$67,617,403▲ $6,175,850

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$544,146$50,854$595,000
Land$464,947-$464,947
Leasehold Improvements$128,888$32,182$161,070
Other Land Buildings$15,982$5,118$21,100
Equipment$3,510$3,280$6,790

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$18,017,054$1,149,003▲ $1,622,680-$20,064,455
2023$14,988,744$1,242,962▲ $2,319,982-$18,017,054
2022$15,553,021$1,950,464▼ $1,969,457-$14,988,744
2021$12,684,916$962,054▲ $2,377,781-$15,553,021
2020$11,383,852$657,009▲ $1,118,276-$12,684,916
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan DavisPresidentFT$156,500$13,095$169,595
Daria PerezCFOFT$134,500$12,435$146,935

Board Members and Trustees

NameTitle
Greg GarrisonBoard Chair
Doug ReedVice Chair
Ardyce WhislerDirector
Betsy BayneDirector
Caeli QuinnDirector
Carol AtkinsonDirector
Gordon CrossDirector
Hank RicklefsDirector
Jamie ShennanDirector
Jeff AllenDirector
John WittDirector
Laura GarbaczDirector
Linda MaetzoldDirector
Lucy SmithDirector
Maureen CaseyDirector
Monica PastorDirector
Sherry LesarDirector
Stacy SmithDirector
Brenden CraigTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,852,403
Program Service Revenue
$30,532
Investment Income
$3,210,828
Other Revenue
$66,864
All Other Contributions
$16,852,403
Change in Net Assets
$4,383,745

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded87$2,757,215Fair Market Value
Total Noncash Contributions87$2,757,215-

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,994,213
Revenue Not Reported on Financial Statements
$166,414
Revenue Not Reported on Form 990
$1,742,818
Other Revenue Adjustments
$166,414
Total Revenue per Audited Statements
$21,737,031
Total Revenue per Form 990
$20,160,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,637,515
Salaries, Compensation, and Employee Benefits$602,465
Other Expenses$536,902
Total Fundraising Expense$109,772
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,637,515--$14,637,515
Current Officers, Directors, Trustees, and Key Employees$275,776$23,364$17,392$316,532
Other Salaries and Wages$195,960$9,975$7,239$213,174
Fees for Service Investment Mgmnt Fees$166,414--$166,414
Payroll Taxes$34,701$4,571$1,894$41,166
Information Technology$22,986$15,324-$38,310
Depreciation Depletion-$35,318-$35,318
Other Employee Benefits$26,855$3,159$1,579$31,593
Advertising$27,597$100$1,575$29,272
Fees for Services Other$13,500$6,000$6,000$25,500
Fees for Services Accounting-$17,300-$17,300
Occupancy$12,410$1,380$1,047$14,837
Office Expenses$11,879$281$213$12,373
Conferences and Meetings$4,907$4,404$1,017$10,328
Insurance-$10,071-$10,071
Other Expenses$4,577$538$269$5,384
All Other Expenses$3,350$729-$4,079
Total Functional Expenses$15,528,392$138,718$109,772$15,776,882

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,792,341
Total Expenses per Form 990$15,776,882
Expenses per Audited Statements$15,610,468
Expenses Not Reported on Form 990$181,873
Expenses Not Reported on Financial Statements$166,414
Other Expense Adjustments$166,414
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Valley Music SchoolWhitefish, MT501(c)(3)General Support$1,252,549
Dream Adaptive RecreationWhitefish, MT501(c)(3)Ski Program, General Support$479,707
Whitefish Legacy PartnersWhitefish, MT501(c)(3)General Support$354,404
North Valley Food BankWhitefish, MT501(c)(3)General Support$351,769
Nate Chute FoundationWhitefish, MT501(c)(3)General Support$330,915
Land to HandElko, GA501(c)(3)General Support$253,448
Conservation International FoundationArlington, VA501(c)(3)General Support$250,000
Samaritan HouseKalispell, MT501(c)(3)General Support$233,525
Violence Free Crisis Line - Abbie ShelterKalispell, MT501(c)(3)Facility Upgrade, General Support$221,702
Humane Society of Nw MontanaKalispell, MT501(c)(3)General Support$215,667
Northwest Montana Community Land TrustWhitefish, MT501(c)(3)General Support$214,225
SPARROW'S NEST OF NW MTKalispell, MT501(c)(3)Facility Renovation, General Support$206,172
Mayo ClinicRochester, MN501(c)(3)General Support$200,300
Casa for Kids IncKalispell, MT501(c)(3)General Support$185,439
SHEPHERD'S HAND CLINICWhitefish, MT501(c)(3)General Support$161,202
Flathead Warming CenterKalispell, MT501(c)(3)General Support$148,061
Flathead Food BankKalispell, MT501(c)(3)General Support$145,208
Glacier National Park ConservancyColumbia Falls, MT501(c)(3)General Support$141,768
Child BridgeBigfork, MT501(c)(3)General Support$141,610
Imagineif Library FoundationKalispell, MT501(c)(3)General Support$140,440
Glacier Symphony & ChoraleKalispell, MT501(c)(3)General Support$139,091
Flathead Land TrustKalispell, MT501(c)(3)General Support$131,489
Whitefish Theatre CompanyWhitefish, MT501(c)(3)General Support$130,880
Flathead Valley Community College FoundationKalispell, MT501(c)(3)Scholarship Funds, General Support$123,997
Center for Restorative Youth JusticeKalispell, MT501(c)(3)General Support$115,794
Neighborworks MontanaGreat Falls, MT501(c)(3)General Support$114,618
Backpack Assistance ProgramWhitefish, MT501(c)(3)General Support$113,097
Project Whitefish KidsWhitefish, MT501(c)(3)General Support$112,857
Flathead Valley Ski Education FoundationWhitefish, MT501(c)(3)Fieldtrips, 5th Grade Season Pass Program, General Support$110,862
Flathead Youth HomeKalispell, MT501(c)(3)General Support$105,855
Glacier Nordic ClubWhitefish, MT501(c)(3)General Support$100,761
City of HopeDuarte, CA501(c)(3)General Support$100,000
Logan Health FoundationKalispell, MT501(c)(3)General Support$93,806
Whitefish Lake InstituteWhitefish, MT501(c)(3)Research Programs, General Support$90,523
Lighthouse Christian HomeKalispell, MT501(c)(3)Facility Renovation, General Support$89,568
Housing WhitefishWhitefish, MT501(c)(3)General Support$89,096
Flathead Area Mountain BikersWhitefish, MT501(c)(3)General Support$88,613
Bigfork Aces IncBigfork, MT501(c)(3)General Support$86,684
Bob Marshall Wilderness FoundationHungry Horse, MT501(c)(3)General Support$82,477
Glacier InstituteKalispell, MT501(c)(3)General Support$82,192
Bigfork Food BankBigfork, MT501(c)(3)General Support$78,987
Code Girls UnitedKalispell, MT501(c)(3)General Support$77,816
Whitefish Veterans Support TeamWhitefish, MT501(c)(3)General Support$77,412
Foys to Blacktail TrailsKalispell, MT501(c)(3)General Support$76,987
Alpine Theatre ProjectWhitefish, MT501(c)(3)General Support$76,458
Habitat for HumanityKalispell, MT501(c)(3)General Support$75,175
City of KalispellKalispell, MT501(c)(3)General Support$71,000
Boys and Girls Club of Glacier CountryColumbia Falls, MT501(c)(3)General Support$67,862
Flathead Valley United Soccer ClubKalispell, MT501(c)(3)General Support$65,304
Whitefish Education FoundationWhitefish, MT501(c)(3)General Support$64,361
Hockaday Museum of ArtKalispell, MT501(c)(3)General Support$64,203
Whitefish Community CenterWhitefish, MT501(c)(3)Equipment Needs, General Support$63,679
Whitefish ReviewWhitefish, MT501(c)(3)General Support$63,368
Logan Health - Whitefish FoundationWhitefish, MT501(c)(3)General Support$63,041
Friends of the Flathead Avalanche CenterWhitefish, MT501(c)(3)General Support$62,743
Two Bear Therapeutic Riding CenterWhitefish, MT501(c)(3)General Support$62,127
Immanuel FoundationKalispell, MT501(c)(3)General Support$61,793
Kalispell Education FoundationKalispell, MT501(c)(3)General Support$61,665
Good Grief GroupKalispell, MT501(c)(3)General Support$61,352
Stumptown Art StudioWhitefish, MT501(c)(3)Equipment Needs, General Support$60,276
Montana Conservation CorpsBozeman, MT501(c)(3)General Support$59,192
Gateway to Glacier TrailCoram, MT501(c)(3)General Support$55,650
My Glaicer VillageKalispell, MT501(c)(3)General Support$55,289
Montana Kayak AcademyWhitefish, MT501(c)(3)General Support$54,550
American Prairie ReserveBozeman, MT501(c)(3)General Support$53,000
Northwest Montana Veterans Stand Down & Food PantryKalispell, MT501(c)(3)General Support$52,890
Flathead Audubon SocietyKalispell, MT501(c)(3)General Support$50,954
Amazing Place MusicWhitefish, MT501(c)(3)General Support$49,965
Whitefish Fire Fighters AssociationWhitefish, MT501(c)(3)Equipment Needs, General Support$48,113
WHITEFISH SCHOOL DISTRICT #44Whitefish, MT501(c)(3)General Support$47,115
Conrad Mansion Directors IncKalispell, MT501(c)(3)General Support$47,021
Flathead Rivers AllianceWhitefish, MT501(c)(3)General Support$46,679
CHILDREN'S HOUSE MONTESSORI SCHOOLWhitefish, MT501(c)(3)General Support$45,561
Northwest Montana History MuseumKalispell, MT501(c)(3)General Support$45,432
For the Children IncWhitefish, MT501(c)(3)General Support$45,000
Writing Coaches of MontanaMissoula, MT501(c)(3)General Support$44,250
Bigfork Art and Cultural CenterBigfork, MT501(c)(3)General Support$43,930
Whitefish Dog ParkWhitefish, MT501(c)(3)General Support$43,793
CRESTON FIREFIGHTER'S ASSOCIATIONKalispell, MT501(c)(3)General Support$43,440
Wings Regional Cancer Support IncKalispell, MT501(c)(3)General Support$42,955
Big Brothers Big Sisters of Northwest MontanaKalispell, MT501(c)(3)General Support$42,782
Glacier Hockey AssociationWhitefish, MT501(c)(3)General Support$42,030
Fast BlackfeetBrowning, MT501(c)(3)General Support$42,000
International Wildlife Coexistence NetworkGarden City, ID501(c)(3)General Support$41,980
EarthjusticeSan Francisco, CA501(c)(3)General Support$41,500
Glacier Skate AcademyWhitefish, MT501(c)(3)General Support$41,025
Valley Neighbors of the FlatheadKalispell, MT501(c)(3)General Support$39,200
Nature Conservancy of MontanaHelena, MT501(c)(3)General Support$38,087
Montana Youth Diabetes AllianceColumbia Falls, MT501(c)(3)General Support$37,822
Flathead IndustriesKalispell, MT501(c)(3)General Support$37,221
FLATHEAD COUNTY SHERIFF'S POSSEKalispell, MT501(c)(3)General Support$36,287
Episcopal Diocese of MontanaHelena, MTChurchGeneral Support$35,000
Lark SkolaWhitefish, MT501(c)(3)General Support$33,738
Fidelity Charitable Gift FundBoston, MA501(c)(3)General Support$31,233
Flathead Rapids Youth SoccerWhitefish, MT501(c)(3)Storage Building, General Support$26,812
The Trust for Public LandSan Francisco, CA501(c)(3)General Support$25,500
Bold Visions ConservationMissoula, MT501(c)(3)General Support$25,000
Tamarack Grief Resource CenterMissoula, MT501(c)(3)General Support$23,265
Univeristy of Montana FoundationMissoula, MT501(c)(3)General Support$21,900
Whitefish Library AssociationWhitefish, MT501(c)(3)Computers, General Support$20,320
Albany Medical CollegeAlbany, NY501(c)(3)General Support$20,000
The Vital Ground Foundation IncMissoula, MT501(c)(3)Grizzly Habitat, General Support$19,000
Citizens for a Better FlatheadKalispell, MT501(c)(3)General Support$16,300
Trout UnlimitedLivingston, MT501(c)(3)General Support$15,087
City of WhitefishWhitefish, MTGovernmentGeneral Support$15,000
Jim Saunders FundKailua Kona, HI501(c)(3)General Support$15,000
Vapa FoundationSan Diego, CA501(c)(3)General Support$15,000
Whitefish High School BaseballWhitefish, MT501(c)(3)General Support$15,000
Planned Parenthood of MontanaBillings, MT501(c)(3)General Support$14,800
Whitefish Chamber of CommerceWhitefish, MT501(c)(6)General Support$14,500
Whitefish Winter CarnivalWhitefish, MT501(c)(3)General Support$14,500
Christ Church EpiscopalKalispell, MTChurchGeneral Support$13,300
Montana Public Radio (the University of Montana)Missoula, MT501(c)(3)General Support$12,950
Flathead Families for Responsibile GrowthWhitefish, MT501(c)(3)General Support$12,000
Winterland Film Festival and Technology SummitWhitefish, MT501(c)(3)General Support$12,000
Montana Environmental Information CenterHelena, MT501(c)(3)General Support$11,650
Buffalo Field CampaignWest Yellowstone, MT501(c)(3)General Support$11,000
Predator Healing Project IncKalispell, MT501(c)(3)General Support$11,000
Chapel by the Sea - Clearwater Beach Community ChurchClearwater Beach, FL501(c)(3)General Support$10,500
Whitefish Community SchoolWhitefish, MT501(c)(3)General Support$10,500
Flathead Shelter FriendsKalispell, MT501(c)(3)General Support$10,100
Chances for ChildrenScottsdale, AZ501(c)(3)General Support$10,000
Charlie Russell Riders FoundationBigfork, MT501(c)(3)General Support$10,000
Evergreen Community PartnersKalispell, MT501(c)(3)General Support$10,000
Kukio Hoomana FundKailua Kona, HI501(c)(3)General Support$10,000
New York PhilharmonicNew York, NY501(c)(3)General Support$10,000
Pioneer Montessori SchoolKetchum, ID501(c)(3)General Support$10,000
Players Philanthropy Fund Dba the Wild Beauty FoundationTowson, MD501(c)(3)General Support$10,000
University of Montana WesternDillon, MT501(c)(3)General Support$10,000
Young LifeColorado Springs, CO501(c)(3)General Support$10,000
Climate Ride IncMissoula, MT501(c)(3)General Support$9,500
University of Oregon FoundationEugene, OR501(c)(3)General Support$9,000
Columbia Falls School DistrictColumbia Falls, MTGovernmentGeneral Support$8,500
Alano Club of KalispellKalispell, MT501(c)(3)General Support$8,000
Discovery Developmental CenterKalispell, MT501(c)(3)General Support$8,000
Girl Scouts of Montana and WyomingBillings, MT501(c)(3)General Support$8,000
Montana Wild Wings Recovery CenterKalispell, MT501(c)(3)General Support$8,000
Montana State University BozemanBozeman, MT501(c)(3)General Support$7,500
Ravenwood Outdoor Learning CenterWhitefish, MT501(c)(3)General Support$7,500
Senior Mobile Home Repair ProgramKalispell, MT501(c)(3)General Support$7,500
Whitefish ShinesWhitefish, MT501(c)(3)General Support$7,500
Wild MontanaHelena, MT501(c)(3)General Support$7,500
Camas Day SchoolWhitefish, MT501(c)(3)General Support$7,418
Cleveland International Classical Guitar Festival IncShaker Heights, OH501(c)(3)General Support$7,000
Doctors Without Borders USANew York, NY501(c)(3)General Support$7,000
Evergreen School DistrictKalispell, MTGovernmentGeneral Support$7,000
Kalispell Montessori Center IncKalispell, MT501(c)(3)General Support$7,000
CHILDREN'S ONCOLOGY CAMP FOUNDATIONMissoula, MT501(c)(3)General Support$6,750
Palos Verdes Peninsula Land ConservancyRolling Hills Estae, CA501(c)(3)General Support$6,375
Mercy CorpsPortland, OR501(c)(3)General Support$6,250
Flathead 4-h FoundationKalispell, MT501(c)(3)General Support$6,000
Glacier Twins American Legion BaseballWhitefish, MT501(c)(3)General Support$6,000
Montana Equestrian EventsWhitefish, MT501(c)(3)General Support$6,000
University of MontanaMissoula, MT501(c)(3)General Support$6,000
Columbia Falls Academic FoundationColumbia Falls, MT501(c)(3)General Support$5,500
Montana Food Bank NetworkMissoula, MT501(c)(3)General Support$5,500
Whitefish Community LibraryWhitefish, MT501(c)(3)General Support$5,397
First Presbyterian ChurchBillings, MTChurchGeneral Support$5,209
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$236,737
Fundraising Direct Expenses$181,873
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Patron Pass Event$236,737$236,737$181,873$54,864
Total Events$236,737$236,737$181,873$54,864
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Value of Life Interest in Charitable Gift Annuities$724,460
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
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 whitefish community foundation's president and cfo are charged with reviewing the irs form 990 and reporting on it to the board of directors prior to filing at a quarterly board meeting. The 990 is distributed to the board for review prior to the board meeting, and it is discussed at the board meeting.”

Form 990, Part VI, Section B, Line 12C

“Each year, at the january board meeting, a new conflict of interest policy and disclosure form is handed out to all board of directors who are instructed to complete the form and return it by the following week to the president. The disclosures are kept on file in the whitefish community foundation office. Whenever there is a vote on an item where a board member has a conflict of interest, that board member is asked to recuse themselves from the vote. The president reviews the disclosures and consults with the board chair if there is concern.”

Form 990, Part VI, Section B, Line 15A

“The president is employed under a written letter of offer that is approved by the board of directors. The employment letter is reviewed by the board of directors on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The annual report to the community states that the financial reports and 990's are available upon request. The 990 is also available on the website home page and on guidestar.com. The foundation sends the annual report to its mailing list of 1100 addresses and announces it through a press release and advertisement in the local paper. Annual reports are also distributed on information stands around the city of whitefish.”

Filing and Contact Details

Filer

Filer Name
Whitefish Community Foundation Inc
EIN
81-0533002
Phone
4068631781
Address
PO BOX 1060, WHITEFISH, MT 59937-1060

Signing Officer

Name
Greg Garrison
Title
Current Board Chair
Phone
4068631781
Signed
2025-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Garrison
Formed
2000
Legal Domicile
Mt
Voting Board Members
19
Independent Board Members
19
Employees
5
Volunteers
50

Preparer

Firm
Junkermierclarkcampanellastevens Pc
Address
P O BOX 1398, WHITEFISH, MT 59937-1398
Preparer
Sallie a Brown CPA
Phone
4068622597
Supplemental Narrative

Additional Explanations

Form 990 Page 12 Part XII Line 2C

“The executive committee has the responsibility for overseeing the financial statement review process.”

Financial Statement Notes

PART IV, LINE 2B:

“Held nine agency funds and twelve quasi-endowment funds for various organizations.”

PART V, LINE 4:

“The whitefish community foundation's permanently endowed funds provide funding for the many programs of the foundation, including the annual community grants program, the major grants program, workshops and trainings, and the great fish community challenge program, all of which benefit local nonprofit organizations. Approximately 5% is distributed each year for general program support. The spending policy of the endowment fund is reviewed each year by the investment committee to ensure prudent management of the fund and to maintain principal.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraiser expenses netted with fundraiser income 181,873.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees netted with investment income on audited fs 166,414.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraiser expenses netted with fundraiser income 181,873.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees netted with investment income on audited fs 166,414.”

Raw XML AppendixShowing 400 of 2,265 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.

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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01579
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03159
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026855
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031593
IRS990/OtherExpensesGrp/Desc0EVENTS & WORKSHOPS
IRS990/OtherExpensesGrp/Desc1BANK AND CREDIT CARD FE
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3POSTAGE
IRS990/OtherExpensesGrp/FundraisingAmt061026
IRS990/OtherExpensesGrp/FundraisingAmt15306
IRS990/OtherExpensesGrp/FundraisingAmt25215
IRS990/OtherExpensesGrp/FundraisingAmt3269
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02066
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14138
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2538
IRS990/OtherExpensesGrp/ProgramServicesAmt030658
IRS990/OtherExpensesGrp/ProgramServicesAmt139635
IRS990/OtherExpensesGrp/ProgramServicesAmt219672
IRS990/OtherExpensesGrp/ProgramServicesAmt34577
IRS990/OtherExpensesGrp/TotalAmt091684
IRS990/OtherExpensesGrp/TotalAmt147007
IRS990/OtherExpensesGrp/TotalAmt229025
IRS990/OtherExpensesGrp/TotalAmt35384
IRS990/OtherLiabilitiesGrp/BOYAmt0697397
IRS990/OtherLiabilitiesGrp/EOYAmt0724460
IRS990/OtherRevenueMiscGrp/BusinessCd0531120
IRS990/OtherRevenueMiscGrp/Desc0RENTAL INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt012000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012000
IRS990/OtherRevenueTotalAmt012000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07239
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09975
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0195960
IRS990/OtherSalariesAndWagesGrp/TotalAmt0213174
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01894
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04571
IRS990/PayrollTaxesGrp/ProgramServicesAmt034701
IRS990/PayrollTaxesGrp/TotalAmt041166
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04525
IRS990/PrincipalOfficerNm0GREG GARRISON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt030532
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030532
IRS990/ProgSrvcAccomActy2Grp/Desc0GREAT FISH COMMUNITY CHALLENGE: A SIX-WEEK LONG FUNDRAISING CAMPAIGN WHICH HELPED 80 NONPROFITS RAISE OVER $5.4M AND THE FOUNDATION AWARDED AN ADDITIONAL $1.1M IN MATCHING GRANTS PLUS $129,950 IN INCENTIVE GRANTS. THE ORGANIZATION ALSO PROCESSED ALL GIFTS AND PROVIDED ALL PRINTED MATERIALS, ADVERTISING, AND MARKETING AT AN APPROXIMATE COST TO THE ORGANIZATION OF OVER $300,000.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07103604
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06726469
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARITABLE FUNDS: HELD AND ADMINISTERED CHARITABLE FUNDS INCLUDING DONOR ADVISED FUNDS, DESIGNATED FUNDS, ANNUITY FUNDS AND AGENCY FUNDS WHICH PAID OUT GRANTS AND SCHOLARSHIPS TOTALING OVER $6.8M TO CHARITABLE ORGANIZATIONS AND PROVIDED $255K IN PROGRAM SUPPORT TO THE ORGANIZATION THROUGH ADMINISTRATIVE FEES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07052375
IRS990/ProgSrvcAccomActy3Grp/GrantAmt06822412
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt030532
IRS990/ProgSrvcAccomActyOtherGrp/Desc0NONPROFIT ENDOWMENT FUNDS: HELD AND ADMINISTERED 43 ENDOWMENT FUNDS TOTALING OVER $20M FOR LOCAL AREA NONPROFITS AND PAID OUT ENDOWMENT DISTRIBUTIONS WHICH PROVIDED $343,082 IN OPERATING SUPPORT FOR THE RECIPIENT ORGANIZATIONS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1NONPROFIT DEVELOPMENT PARTNERSHIP PROGRAM (NPDP): OFFERED 9 FREE WORKSHOPS AND LEARNING OPPORTUNITIES, REACHING 243 PARTICIPANTS FROM OVER 100 LOCAL NONPROFITS, FOCUSED ON KEY AREAS OF NONPROFIT MANAGEMENT TO IMPROVE OVERSIGHT, TRANSPARENCY, GOVERNANCE, OPERATIONS AND FUNDRAISING. ALSO HOSTED QUARTERLY NONPROFIT EXECUTIVE DIRECTOR ROUNDTABLES. NPDP IMPLEMENTED A TECHNOLOGY PROGRAM, PROVIDING GRANTS TO NONPROFITS TO PURCHASE AND IMPLEMENT MUCH NEEDED SOFTWARE PROGRAMS. IN 2024 THIS PROGRAM AWARDED 2 GRANTS TOTALING $2,097 TO WHITEFISH EDUCATION FOUNDATION AND CONRAD MANSION MUSEUM, BOTH FOR DONOR DATABASE SOFTWARE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0467547
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt148878
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0343082
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt12097
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt017892500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt013415075
IRS990/PYInvestmentIncomeAmt01840607
IRS990/PYOtherExpensesAmt0437405
IRS990/PYOtherRevenueAmt066563
IRS990/PYProgramServiceRevenueAmt027951
IRS990/PYRevenuesLessExpensesAmt05446403
IRS990/PYSalariesCompEmpBnftPaidAmt0528738

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