Civic Intelligence

Whitefish Community School Inc.

990EZ • Fiscal year 2020 • EIN 81-0541242

Jun 01, 2019 to May 31, 2020 • Filed on Oct 07, 2020

805 Park AveWhitefish, MT 59937

(406) 862-1216

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.80x

Higher debt load relative to assets than 92% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

97th percentile

1.90x

Higher debt load relative to revenue than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

57th percentile

9.7%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

49th percentile

2.9%

Faster asset growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

24%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$400,823

Up $11,228 (+2.9%) from 2019

Net Assets

Up

$80,517

Up $16,300 (+25%) from 2019

Liabilities

Down

$320,306

Down $5,072 (-1.6%) from 2019

Revenue

Up

$168,573

Up $33,074 (+24%) from 2019

Expenses

Up

$152,273

Up $19,164 (+14%) from 2019

Net Income

Up

$16,300

Up $13,910 (+582%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $45,800Liabilities 2011: $1,8652011Assets 2012: $28,516Liabilities 2012: $1,5722012Assets 2013: $32,851Liabilities 2013: $2,819Net Assets 2013: $30,0322013Assets 2014: $50,573Liabilities 2014: $2,167Net Assets 2014: $48,4062014Assets 2015: $38,145Liabilities 2015: $2,883Net Assets 2015: $35,2622015Assets 2016: $46,380Liabilities 2016: $1,834Net Assets 2016: $44,5462016Assets 2017: $384,480Liabilities 2017: $340,723Net Assets 2017: $43,7572017Assets 2018: $401,430Liabilities 2018: $340,458Net Assets 2018: $60,9722018Assets 2019: $389,595Liabilities 2019: $325,378Net Assets 2019: $64,2172019Assets 2020: $400,823Liabilities 2020: $320,306Net Assets 2020: $80,5172020Assets 2021: $467,006Liabilities 2021: $315,468Net Assets 2021: $151,5382021Assets 2022: $472,018Liabilities 2022: $309,610Net Assets 2022: $162,4082022Assets 2023: $515,896Liabilities 2023: $303,243Net Assets 2023: $212,6532023Assets 2024: $503,648Liabilities 2024: $300,714Net Assets 2024: $202,9342024Assets 2025: $510,846Liabilities 2025: $288,203Net Assets 2025: $222,6432025

Highlighted filing

2020

Assets$400,823
Liabilities$320,306
Net Assets$80,517

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $165,305Expenses 2011: $163,070Net Income 2011: $2,2352011Revenue 2012: $142,189Expenses 2012: $159,180Net Income 2012: -$16,9912012Revenue 2013: $161,753Expenses 2013: $158,665Net Income 2013: $3,0882013Revenue 2014: $159,782Expenses 2014: $141,408Net Income 2014: $18,3742014Revenue 2015: $136,107Expenses 2015: $148,699Net Income 2015: -$12,5922015Revenue 2016: $141,867Expenses 2016: $134,401Net Income 2016: $7,4662016Revenue 2017: $144,218Expenses 2017: $145,007Net Income 2017: -$7892017Revenue 2018: $169,934Expenses 2018: $152,719Net Income 2018: $17,2152018Revenue 2019: $135,499Expenses 2019: $133,109Net Income 2019: $2,3902019Revenue 2020: $168,573Expenses 2020: $152,273Net Income 2020: $16,3002020Revenue 2021: $229,496Expenses 2021: $158,475Net Income 2021: $71,0212021Revenue 2022: $190,917Expenses 2022: $180,047Net Income 2022: $10,8702022Revenue 2023: $271,926Expenses 2023: $221,681Net Income 2023: $50,2452023Revenue 2024: $231,159Expenses 2024: $236,807Net Income 2024: -$5,6482024Revenue 2025: $280,200Expenses 2025: $259,103Net Income 2025: $21,0972025

Highlighted filing

2020

Revenue$168,573
Expenses$152,273
Net Income$16,300
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 7, 2020
Return Version
2019v5.1
Gross Receipts
$169,636
Mission and Program Overview

Mission

COMMUNITY EDUCATION

Program Services

DescriptionGrantsExpenses
A FACILITY WHERE CHILDREN AND FAMILIES CAN CHOOSE TO PARTICIPATE IN VARIOUS ACTIVITIES IN ADDITION TO STANDARD EDUCATION SUCH AS MUSIC, ARTS, SPORTS, AND ENVIRONMENTAL EDUCATION.-$152,273
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHNNA KNOERRExecutive DirectorFT$0--
LIZ CONWAYCo-Chair-$0--
CORA FAITHTreasurer-$0--
ELIZABETH RICHARDSONSecretary-$0--
WENDY SEGUINEMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Whitefish Community School Inc
EIN
81-0541242
Address
805 PARK AVE, WHITEFISH, MT 59937

Signing Officer

Name
Tim Shaw
Title
Chairman
Phone
4068621216
Signed
2020-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Myra A Appel CPA LLC
Address
61 Hummingbird Lane, Whitefish, MT 59937
Preparer
Myra A Appel
Phone
4068624057
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountdepreciation from 4562 7,054advertising 233consulting 158licenses and permits 226office supplies 580officer insurance 1,042workers comp 389program expenses 8,458payroll taxes 7,141graduation 27bank service charges/closing costs 3,050background checks/fingerprints 270continuing ed 229employee gifts 49

Description of other assets Part II line 24

Category beginning of year end of yeardonated furniture 1,891 1,633refundable deposits 50 50

Description of total liabilities Part II line 26

Category beginning of year end of yearpayroll taxes payable 1,602 1,088fib mortgage 277,973 0streich properties np 45,803 0glacier bank mortgage 0 319,218

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHNNA KNOERR
IRS990EZ/BooksInCareOfDetail/PhoneNum04068621216
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0805 PARK AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITEFISH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059937
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042199
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060480
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032765
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016300
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0389595
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0400823
IRS990EZ/FundraisingGrossIncomeAmt03518
IRS990EZ/GrossReceiptsAmt0169636
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0503
IRS990EZ/LandAndBuildingsGrp/BOYAmt0345455
IRS990EZ/LandAndBuildingsGrp/EOYAmt0338660
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064217
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080517
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064217
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080517
IRS990EZ/OccupancyRentUtltsAndMaintAmt031244
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHNNA KNOERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LIZ CONWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CORA FAITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WENDY SEGUINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01941
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01683
IRS990EZ/OtherExpensesTotalAmt028906
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt025
IRS990EZ/ProgramServiceRevenueAmt0132850
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0A FACILITY WHERE CHILDREN AND FAMILIES CAN CHOOSE TO PARTICIPATE IN VARIOUS ACTIVITIES IN ADDITION TO STANDARD EDUCATION SUCH AS MUSIC, ARTS, SPORTS, AND ENVIRONMENTAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0152273
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt091798
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt01063
IRS990EZ/SpecialEventsNetIncomeLossAmt02455
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0325378
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0320306
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0152273
IRS990EZ/TotalProgramServiceExpensesAmt0152273
IRS990EZ/TotalRevenueAmt0168573
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.WHITEFISHCOMMUNITYSCHOOL.ORG/
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0BY DIRECT COMMUNICATION AND COMMUNITY AWARENESS VIA WORD OF MOUTH
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of nondiscriminatory policy (Question 3)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDEPRECIATION FROM 4562 7,054ADVERTISING 233CONSULTING 158LICENSES AND PERMITS 226OFFICE SUPPLIES 580OFFICER INSURANCE 1,042WORKERS COMP 389PROGRAM EXPENSES 8,458PAYROLL TAXES 7,141GRADUATION 27BANK SERVICE CHARGES/CLOSING COSTS 3,050BACKGROUND CHECKS/FINGERPRINTS 270CONTINUING ED 229EMPLOYEE GIFTS 49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARDONATED FURNITURE 1,891 1,633REFUNDABLE DEPOSITS 50 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL TAXES PAYABLE 1,602 1,088FIB MORTGAGE 277,973 0STREICH PROPERTIES NP 45,803 0GLACIER BANK MORTGAGE 0 319,218
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04068621216
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITEFISH COMMUNITY SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0810541242
ReturnHeader/Filer/USAddress/AddressLine1Txt0805 PARK AVE
ReturnHeader/Filer/USAddress/CityNm0WHITEFISH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059937
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId004979E4EB6ACA6B3F41F3E5489C25F69B462235E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId004979E4EB6ACA6B3F41F3E5489C25F69B462235E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08100762020286pqxrldz
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.160.56.59
ReturnHeader/FilingSecurityInformation/IPDt02020-10-12
ReturnHeader/FilingSecurityInformation/IPTm015:12:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200126304
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Myra A Appel CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt061 Hummingbird Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whitefish
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059937
ReturnHeader/PreparerPersonGrp/PhoneNum04068624057
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Myra A Appel
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-12T12:18:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$2.88$2.23$2.80$2.59$0.21
2024Summary only. Only limited summary data is available for this year.$5.04$3.01$2.03$2.31$2.37$0.06
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.16$3.03$2.13$2.72$2.22$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$3.10$1.62$1.91$1.80$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$3.15$1.52$2.29$1.58$0.71
2020Detailed filing. Detailed filing data is available for this year.$4.01$3.20$0.81$1.69$1.52$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.90$3.25$0.64$1.35$1.33$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$3.40$0.61$1.70$1.53$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.84$3.41$0.44$1.44$1.45$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.02$0.45$1.42$1.34$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.03$0.35$1.36$1.49$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.02$0.48$1.60$1.41$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.03$0.30$1.62$1.59$0.03
2012Summary only. Only limited summary data is available for this year.$0.29$0.02$1.42$1.59$0.17
2011Summary only. Only limited summary data is available for this year.$0.46$0.02$1.65$1.63$0.02