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← WHITEFISH COMMUNITY FOUNDATION INC

Form 990 for tax year 2023

Filed by WHITEFISH COMMUNITY FOUNDATION INC.

Totals

Total revenue
$19,827,621
Total expenses
$14,381,218
Contributions and grants received
$17,892,500
Grants paid
$13,415,075
Program service revenue
$27,951
Investment income
$1,840,607
Other revenue
$66,563
Total assets, end of year
$61,441,553
Total liabilities, end of year
$4,914,657
Net assets or fund balances, end of year
$56,526,896
Program services expenses (Part IX)
$14,147,621
Management and general expenses
$139,069
Fundraising expenses
$94,528
Program service expenses (Part III)
$14,147,621

Program services were 98.4% 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.

  • 1f · All other contributions, gifts and grants

    $17,892,500

  • 1g · Noncash contributions included above

    $1,795,942

  • 2a · Program service revenue: ADMINISTRATIVE FEES

    total $27,951 · related or exempt $27,951

  • 3 · Investment income

    total $1,574,066 · excluded $1,574,066

  • 7a · Gross sales of assets other than inventory

    securities $11,349,883

  • 7b · Less cost or other basis and sales expenses

    securities $11,083,342

  • 7c · Gain or loss

    securities $266,541

  • 7d · Net gain or loss

    total $266,541 · excluded $266,541

  • 8a · Fundraising events: gross income

    $236,342

  • 8b · Fundraising events: direct expenses

    $181,779

  • 8c · Net income from fundraising events

    total $54,563 · excluded $54,563

  • 11a · Other revenue: RENTAL INCOME

    total $12,000 · excluded $12,000

  • 11e · Other revenue, total

    $12,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $13,415,075 · program services $13,415,075

  • 5 · Compensation of officers, directors and key employees

    total $287,871 · program services $250,864 · management and general $21,209 · fundraising $15,798

  • 7 · Other salaries and wages

    total $175,859 · program services $141,599 · management and general $28,246 · fundraising $6,014

  • 9 · Other employee benefits

    total $28,444 · program services $24,179 · management and general $2,843 · fundraising $1,422

  • 10 · Payroll taxes

    total $36,564 · program services $30,892 · management and general $3,971 · fundraising $1,701

  • 11c · Fees: accounting

    total $16,526 · management and general $16,526

  • 11f · Fees: investment management

    total $101,895 · program services $101,895

  • 11g · Fees: other

    total $10,132 · program services $10,132

  • 12 · Advertising and promotion

    total $28,627 · program services $28,627

  • 13 · Office expenses

    total $13,533 · program services $12,443 · management and general $758 · fundraising $332

  • 14 · Information technology

    total $37,740 · program services $24,138 · management and general $13,602

  • 16 · Occupancy

    total $15,449 · program services $12,080 · management and general $2,343 · fundraising $1,026

  • 19 · Conferences, conventions and meetings

    total $5,895 · program services $1,409 · management and general $4,020 · fundraising $466

  • 22 · Depreciation, depletion and amortization

    total $31,619 · management and general $31,619

  • 23 · Insurance

    total $9,977 · management and general $9,977

  • 24a · Other expenses: EVENTS & WORKSHOPS

    total $92,678 · program services $28,270 · fundraising $64,408

  • 24b · Other expenses: BANK AND CREDIT CARD FE

    total $42,850 · program services $40,075 · management and general $2,775

  • 24c · Other expenses: PRINTING & PUBLICATIONS

    total $22,592 · program services $19,463 · management and general $75 · fundraising $3,054

  • 24d · Other expenses: POSTAGE

    total $6,152 · program services $5,230 · management and general $615 · fundraising $307

  • 24e · All other expenses

    total $1,740 · program services $1,250 · management and general $490

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $219,099 · end of year $80,937

  • 2 · Savings and temporary cash investments

    beginning of year $2,702,762 · end of year $2,804,332

  • 10a · Land, buildings and equipment: cost or other basis

    $1,243,307

  • 10b · Land, buildings and equipment: accumulated depreciation

    $56,116

  • 10c · Land, buildings and equipment, net

    beginning of year $1,174,532 · end of year $1,187,191

  • 11 · Investments: publicly traded securities

    beginning of year $47,442,734 · end of year $57,369,093

  • 15 · Other assets

    beginning of year $4,586 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,920 · end of year $1,400

  • 18 · Grants payable

    beginning of year $3,000 · end of year $0

  • 19 · Deferred revenue

    beginning of year $20,650 · end of year $5,900

  • 21 · Escrow or custodial account liability

    beginning of year $3,769,741 · end of year $4,209,960

  • 25 · Other liabilities

    beginning of year $637,286 · end of year $697,397

  • 27 · Net assets without donor restrictions

    beginning of year $6,057,229 · end of year $6,788,302

  • 28 · Net assets with donor restrictions

    beginning of year $41,045,887 · end of year $49,738,594

Mission and programs · 2023

Mission

THE WHITEFISH COMMUNITY FOUNDATION IS DEDICATED TO FOSTERING PHILANTHROPY, BUILDING ENDOWMENTS, AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY.

Activities or mission (Part I)

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.

  • WCF GRANT PROGRAMS: AWARDED GRANTS TOTALING $526,701 TO 52 LOCAL ORGANIZATIONS THAT SUPPORT ARTS & CULTURE, HEALTH & HUMAN SERVICES, EDUCATION, SPORTS & RECREATION, CONSERVATION AND CIVIC ACTIVITIES, INCLUDING 3 MAJOR GRANTS TOTALING $120,000 WHICH HELPED FLATHEAD AUDUBON SOCIETY PERMANENTLY PROTECT THE OWEN SOWERWINE NATURAL AREA, PROVIDED SUPPORT TO GLACIER INSTITUTE IN THE RESTORATION OF THE BIG CREEK OUTDOOR EDUCATION CENTER, AND AIDED WHITEFISH SKATEPARK ASSOCIATION IN EXPANDING THE DAVE OLSETH MEMORIAL SKATEPARK. WCF ALSO AWARDED AN EMERGENCY GRANT OF $10,000 TO HELP NORTH VALLEY FOOD BANK REPAIR THEIR REFRIGERATED TRUCK. THE KIDS FUND, WHICH FUNDS IMPACTFUL PROGRAMS FOR FLATHEAD VALLEY CHILDREN WHO ARE OR ARE AT RISK OF BECOMING HOMELESS AWARDED 3 GRANTS TOTALING $125,000 TO BOYS & GIRLS CLUB FOR AFTERSCHOOL PROGRAMMING; TO CENTER FOR RESTORATIVE YOUTH JUSTICE FOR A NEW YOUTH PROGRAM DIRECTOR; AND TO NATE CHUTE FOUNDATION FOR MENTAL HEALTH AND SUICIDE PREVENTION PROGRAMS IN FLATHEAD VALLEY SCHOOLS.

    Expenses $615,573 · Grants $526,701

  • GREAT FISH COMMUNITY CHALLENGE: A SIX-WEEK LONG FUNDRAISING CAMPAIGN WHICH HELPED 70 NONPROFITS RAISE OVER $5.3M AND THE FOUNDATION AWARDED AN ADDITIONAL $924,331 IN MATCHING GRANTS PLUS $21,200 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.

    Expenses $6,611,542 · Grants $6,283,613

  • CHARITABLE 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 $6.5M TO CHARITABLE ORGANIZATIONS AND PROVIDED $223,000 IN PROGRAM SUPPORT TO THE ORGANIZATION THROUGH ADMINISTRATIVE FEES.

    Expenses $6,567,332 · Grants $6,374,862 · Revenue $27,951

  • NONPROFIT ENDOWMENT FUNDS: HELD AND ADMINISTERED 43 ENDOWMENT FUNDS TOTALING OVER $18M FOR LOCAL AREA NONPROFITS AND PAID OUT ENDOWMENT DISTRIBUTIONS WHICH PROVIDED $226,313 IN OPERATING SUPPORT FOR THE RECIPIENT ORGANIZATIONS.

    Expenses $313,607 · Grants $226,313

  • NONPROFIT DEVELOPMENT PARTNERSHIP PROGRAM (NPDP): OFFERED 11 FREE WORKSHOPS AND LEARNING OPPORTUNITIES, REACHING 185 PARTICIPANTS FROM 102 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 2023 THIS PROGRAM AWARDED 3 GRANTS TOTALING $3,586 TO KALISPELL EDUCATION FOUNDATION FOR SCHOLARSHIP SOFTWARE; AND TO BOTH BIGFORK ART AND CULTURAL CENTER AND HOUSING WHITEFISH FOR DONOR DATABASE SOFTWARE.

    Expenses $39,567 · Grants $3,586

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ardyce Whisler

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Greg Garrison

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Linda Maetzold

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carol Atkinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Collins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Allen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sherry Lesar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Janice Case

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Monica Pastor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gordon Cross

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Doug Reed

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jamie Shennan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brenden Craig

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Ken Wessels

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Witt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Maureen Casey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Caeli Quinn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Lucy Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Hank Ricklefs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Betsy Bayne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Linda Engh-Grady

    PAST PRESIDENT

    Total calculated
    $6,129
    From this org
    $5,950
    From related orgs
    $0
    Other
    $179
    Hours/week
    2

  • Alan Davis

    PRESIDENT

    Total calculated
    $146,535
    From this org
    $134,500
    From related orgs
    $0
    Other
    $12,035
    Hours/week
    45

  • Daria Perez

    CFO

    Total calculated
    $135,205
    From this org
    $123,500
    From related orgs
    $0
    Other
    $11,705
    Hours/week
    45

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
14 July 2024
IRS schema version
2023v5.1
Source object
202422129349300447

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