Totals
- Total revenue
- $1,108,280
- Total expenses
- $930,952
- Contributions and grants received
- $1,051,005
- Grants paid
- $0
- Program service revenue
- $3,676
- Investment income
- $21,232
- Other revenue
- $32,367
- Total assets, end of year
- $1,913,634
- Total liabilities, end of year
- $27,290
- Net assets or fund balances, end of year
- $1,886,344
- Program services expenses (Part IX)
- $864,736
- Management and general expenses
- $19,095
- Fundraising expenses
- $47,121
- Program service expenses (Part III)
- $864,736
Program services were 92.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$28,475
-
1f · All other contributions, gifts and grants
$1,022,530
-
1g · Noncash contributions included above
$27,076
-
2a · Program service revenue: EDUCATION
total $3,676 · related or exempt $3,676
-
3 · Investment income
total $21,232 · excluded $21,232
-
7a · Gross sales of assets other than inventory
securities $63,048
-
7b · Less cost or other basis and sales expenses
securities $63,048
-
7c · Gain or loss
securities $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$79,713
-
8a · Fundraising events: contributions included on line 1c
$28,475
-
8b · Fundraising events: direct expenses
$43,583
-
8c · Net income from fundraising events
total $36,130 · excluded $36,130
-
10a · Gross sales of inventory
$5,503
-
10b · Cost of goods sold
$9,266
-
10c · Net income from sales of inventory
total -$3,763 · excluded -$3,763
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $85,078 · program services $77,834 · management and general $1,449 · fundraising $5,795
-
7 · Other salaries and wages
total $197,434 · program services $176,063 · management and general $4,465 · fundraising $16,906
-
9 · Other employee benefits
total $38,700 · program services $30,960 · fundraising $7,740
-
10 · Payroll taxes
total $26,401 · program services $21,121 · fundraising $5,280
-
11b · Fees: legal
total $553 · program services $553
-
11c · Fees: accounting
total $3,488 · management and general $3,488
-
11f · Fees: investment management
total $469 · management and general $469
-
11g · Fees: other
total $113,060 · program services $108,751 · fundraising $4,309
-
12 · Advertising and promotion
total $810 · program services $365 · fundraising $445
-
13 · Office expenses
total $4,662 · program services $2,608 · management and general $1,027 · fundraising $1,027
-
14 · Information technology
total $6,331 · program services $2,857 · fundraising $3,474
-
16 · Occupancy
total $16,340 · program services $12,255 · management and general $4,085
-
19 · Conferences, conventions and meetings
total $3,769 · program services $3,102 · management and general $667
-
23 · Insurance
total $3,771 · program services $2,828 · management and general $943
-
24a · Other expenses: TRAIL CONSTRUCTION
total $309,447 · program services $309,447
-
24b · Other expenses: TRAIL OPERATIONS AND MA
total $81,604 · program services $81,604
-
24c · Other expenses: NONCASH DONATIONS
total $17,684 · program services $17,684
-
24d · Other expenses: PRINTING & POSTAGE
total $11,646 · program services $9,246 · management and general $255 · fundraising $2,145
-
24e · All other expenses
total $9,705 · program services $7,458 · management and general $2,247
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $205,239 · end of year $271,687
-
2 · Savings and temporary cash investments
beginning of year $1,312,270 · end of year $1,498,418
-
4 · Accounts receivable
beginning of year $180,003 · end of year $148,529
-
10a · Land, buildings and equipment: cost or other basis
$4,064
-
10b · Land, buildings and equipment: accumulated depreciation
$4,064
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year -$5,000
-
17 · Accounts payable and accrued expenses
beginning of year $1,060 · end of year $22,512
-
21 · Escrow or custodial account liability
end of year $4,778
-
27 · Net assets without donor restrictions
beginning of year $1,696,452 · end of year $1,886,344
Mission and programs · 2022
Mission
WHITEFISH LEGACY PARTNERS IS A NON-PROFIT ORGANIZATION WHOSE COMMUNITY-MINDED VISION IS TO ENSURE CONSERVATION, RECREATION AND EDUCATION ON THE LANDS AROUND WHITEFISH FOR FUTURE GENERATIONS.
Activities or mission (Part I)
TO ENSURE CONSERVATION, RECREATION, AND EDUCATION ON THE LANDS AROUND WHITEFISH, MONTANA FOR FUTURE GENERATIONS.
-
RECREATION: THE WHITEFISH TRAIL IS OUR ANCHOR RECREATION PROJECT OFFERING A NON-MOTORIZED, MULTI-USE TRAIL NETWORK AND TRAILHEADS READILY ACCESSED FROM TOWN. THE TRAIL IS OPEN TO HIKERS, BIKERS, AND HORSE USERS AND IS COMPRISED OF STACKED LOOPS, SCENIC OVERLOOKS, SINGLE-TRACK TRAIL AND GATED LOGGING ROADS. OUR VISION IS TO CREATE A 55-MILE RECREATIONAL LOOP TRAIL AROUND WHITEFISH LAKE CONNECTING THE COMMUNITY OF WHITEFISH TO THE ADJACENT STATE AND FEDERAL LANDS. ONGOING OPERATIONS AND MAINTENANCE IS MANAGED THROUGH A PARTNERSHIP WITH THE CITY OF WHITEFISH AND IS FUNDED 100% THROUGH THE WT ENDOWMENT FUND AND WHITEFISH LEGACY PARTNERS. THE WHITEFISH TRAIL AND TRAILHEAD CONSTRUCTION TO CLOSE THE LOOP OF THE WHITEFISH TRAIL IS FUNDED THROUGH GRANTS AND MATCHING FUNDS RAISED BY WHITEFISH LEGACY PARTNERS. THE CLOSE THE LOOP EFFORTS WILL PLAN, DESIGN, AND FUND THE FINAL PHASES OF THE WHITEFISH TRAIL BY YEAR 2025.
Expenses $464,133
-
CONSERVATION: OUR COMMUNITY CONSERVATION PROJECTS KNOWN LOCALLY AS SMITH LAKE LEGACY AND PLACES WORTH PROTECTING CREATE A LEGACY OF PERMANENT, PUBLIC ACCESS TO CLEAN WATER, WILDLIFE HABITAT, UNCLUTTERED VIEWS, HIGH QUALITY RECREATION, WORKING FORESTS. OUR WORK CREATES PERMANENT, PUBLIC ACCESS AND TRAILS IN SUSTAINABLE, WORKING FORESTS THROUGH A COMBINATION OF LICENSES, AGREEMENTS, EASEMENTS, LAND SWAPS, COMMUNITY FORESTS, COMMUNITY STEWARDSHIP, AND OTHER INNOVATIVE SOLUTIONS. OUR PLACES WORTH PROTECTING WORK IDENTIFIES OUR PRIORITY CONSERVATION STRATEGIES, DRIVES THE LEGALLY COMPLEX TRANSACTIONS, AND DIRECTS THE COMPLICATED FUNDING MECHANISMS AND OPPORTUNITIES. THE SMITH LAKE LEGACY EFFORTS WILL PROTECT AN ADDITIONAL 800 ACRES BY YEAR 2025.
Expenses $245,257
-
OPERATIONS & EDUCATION: WHITEFISH LEGACY PARTNERS WORKS AS THE COMMUNITY PARTNER AND CATALYST TO CREATE A NATURAL SURFACE TRAIL SYSTEM, KNOWN AS THE WHITEFISH TRAIL, ENCOMPASSING THE 13,000 ACRES OF STATE LANDS IN OUR STUNNING BACKYARD. OUR WORK PERMANENTLY PROTECTS AND CONNECTS THESE IMPORTANT LANDSCAPES, SUPPORTS THE GROWTH OF TOURISM AND THE LOCAL ECONOMY, AND ENGAGES THE LOCAL COMMUNITY THROUGH MUTUALLY BENEFICIAL AND SUSTAINABLE SOLUTIONS. WLP'S EDUCATION AND STEWARDSHIP PROGRAMS ON THE WHITEFISH TRAIL OFFER A UNIQUE OPPORTUNITY TO CULTIVATE CONNECTIONS BETWEEN OUR COMMUNITY, OUR NATURAL LANDS, AND OUR OUTDOOR HERITAGE. WHITEFISH LEGACY PARTNERS FACILITATES OUTINGS ON THE TRAIL AND WE STRIVE TO EDUCATE LOCALS, VISITORS, AND YOUTH ABOUT CONSERVATION AND THE INTERWOVEN ELEMENTS OF A THRIVING FOREST, SCENIC VIEWSHEDS, CLEAN WATER, CRITICAL WILDLIFE CORRIDORS, AND QUALITY RECREATION OPPORTUNITIES. EDUCATION AND STEWARDSHIP PROGRAMS ARE FUNDED 100% THROUGH WHITEFISH LEGACY PARTNERS ANNUAL OPERATIONS, GRANTS, AND PRIVATE FUNDRAISING EFFORTS.
Expenses $155,346 · Revenue $3,676
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mike JopekMIKE JOPEK
CHAIR
- Total calculated
- $0
- Hours/week
- 1.15
-
Reid SabinREID SABIN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.9
-
Julie BaldridgeJULIE BALDRIDGE
TREASURER
- Total calculated
- $0
- Hours/week
- 1.15
-
Somer TreatSOMER TREAT
SECRETARY
- Total calculated
- $0
- Hours/week
- 1.35
-
Leslie HuntLESLIE HUNT
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 0.45
-
Marissa KeenanMARISSA KEENAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.6
-
Mike MeadorMIKE MEADOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.7
-
Becky Smith-PowellBECKY SMITH-POWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.45
-
Diane ConradiDIANE CONRADI
NONVOTING DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.45
-
Heidi Van EverenHEIDI VAN EVEREN
EXECUTIVE DIRECTOR
- Total calculated
- $94,888
- From this org
- $85,078
- From related orgs
- $0
- Other
- $9,810
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323199349323857
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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