WHITEFISH COMMUNITY FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WHITEFISH COMMUNITY FOUNDATION INC (EIN 81-0533002)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-10
- IRS object ID
- 202302229349301985
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-10T17:54:29-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810348775 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNKERMIERCLARKCAMPANELLASTEVENS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1398 | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 599371398 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810533002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITEFISH COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 4068631781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1060 | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 599371060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARDYCE WHISLER | PersonNm |
| Person Title | CURRENT BOARD CHAIR | PersonTitleTxt |
| Phone | 4068631781 | PhoneNum |
| Signature | 2023-07-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARDYCE | PersonFirstNm |
| Person Last | WHISLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SALLIE A BROWN CPA | PreparerPersonNm |
| PTIN | P00895220 | PTIN |
| Phone | 4068622597 | PhoneNum |
| Preparation | 2023-07-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA MAETZOLD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1060 | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 599371060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,896,288 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WHITEFISHCOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,351,954 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,615,926 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,732 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,360 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,775,758 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,571,186 | CYInvestmentIncomeAmt |
| PY Other Revenue | $59,659 | PYOtherRevenueAmt |
| CY Other Revenue | $65,262 | CYOtherRevenueAmt |
| PY Total Revenue | $19,214,103 | PYTotalRevenueAmt |
| CY Total Revenue | $14,279,734 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,354,217 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,906,344 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $385,834 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $468,516 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $60,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $404,379 | PYOtherExpensesAmt |
| CY Other Expenses | $432,733 | CYOtherExpensesAmt |
| PY Total Expenses | $10,144,430 | PYTotalExpensesAmt |
| CY Total Expenses | $11,807,593 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,069,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,472,141 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,891,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,543,713 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,377,378 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,440,597 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,514,068 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,103,116 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WHITEFISH COMMUNITY FOUNDATION IS DEDICATED TO FOSTERING PHILANTHROPY, BUILDING ENDOWMENTS, AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $509,127 | ExpenseAmt |
| Grant | $429,724 | GrantAmt |
| Desc | WCF GRANT PROGRAMS: AWARDED GRANTS TOTALING $429,724 TO 45 LOCAL ORGANIZATIONS THAT SUPPORT ARTS & CULTURE, HEALTH & HUMAN SERVICES, EDUCATION, SPORTS & RECREATION, CONSERVATION AND CIVIC ACTIVITIES, INCLUDING 3 MAJOR GRANTS TOTALING $65,000 WHICH HELPED LAND TO HAND RELOCATE THEIR BUILDING, FUNDED HOUSING WHITEFISH'S FIRST STAFF MEMBER, AND AIDED PROJECT WHITEFISH KIDS IN CONSTRUCTING SIX PICKLEBALL COURTS AT SMITH FIELDS SPORTS COMPLEX. WCF ALSO AWARDED EMERGENCY GRANTS TOTALING $85,000 TO HELP SAMARITAN HOUSE PROVIDE TEMPORARY SHELTER AND SERVICES THOSE DISPLACED BY THE FAIRBRIDGE INN CLOSURE, TO HELP FLATHEAD WARMING SHELTER REPLACE THEIR FAILING ROOF, AND HELP WHITEFISH COMMUNITY SCHOOL REPAIR THEIR FLOOD-DAMAGED BASEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,329,546 | ExpenseAmt |
| Grant | $5,061,822 | GrantAmt |
| Desc | GREAT FISH COMMUNITY CHALLENGE: A SIX-WEEK LONG FUNDRAISING CAMPAIGN WHICH HELPED 70 NONPROFITS RAISE OVER $4.2M AND THE FOUNDATION AWARDED AN ADDITIONAL $808,405 IN MATCHING GRANTS PLUS $21,950 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,416,635 | ExpenseAmt |
| Grant | $5,193,151 | GrantAmt |
| Revenue | $27,360 | RevenueAmt |
| Desc | 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 $5.2M TO CHARITABLE ORGANIZATIONS AND PROVIDED $218,000 IN PROGRAM SUPPORT TO THE ORGANIZATION THROUGH ADMINISTRATIVE FEES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $329,844 | $219,897 | OTHER PROGRAM: HELD AND ADMINISTERED 38 ENDOWMENT FUNDS TOTALING OVER $15,000,000 FOR LOCAL AREA NONPROFITS AND PAID OUT ENDOWMENT DISTRIBUTIONS WHICH PROVIDED $208,189 IN OPERATING SUPPORT FOR THE RECIPIENT ORGANIZATIONS. |
| $36,039 | $1,750 | WORKSHOPS: OFFERED 8 FREE WORKSHOPS FOCUSED ON KEY AREAS OF NONPROFIT MANAGEMENT TO IMPROVE OVERSIGHT, TRANSPARENCY, GOVERNANCE, OPERATIONS AND FUNDRAISING. ALSO HOSTED QUARTERLY NONPROFIT EXECUTIVE DIRECTOR ROUNDTABLES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $365,883 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $221,647 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $11,621,191 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4068631781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1060 | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 599371060 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ARDYCE WHISLER | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG GARRISON | ||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA MAETZOLD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL ATKINSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN COLLINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF ALLEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SHERRY LESAR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANICE CASE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MONICA PASTOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GORDON CROSS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG REED | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMIE SHENNAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAY LATIMER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KEN WESSELS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN WITT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MAUREEN CASEY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CAELI QUINN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LUCY SMITH | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID DITTMAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BETSY BAYNE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LINDA ENGH-GRADY | ||||||
| PRESIDENT | 45.00 | Yes (X) | $156,800 | $0 | $4,290 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $156,800 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,290 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $12,615,926 | AllOtherContributionsAmt |
| Noncash Contributions | $1,190,652 | NoncashContributionsAmt |
| Total Contributions | $12,615,926 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $27,360 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,360 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,360 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,424,414 | TotalRevenueColumnAmt |
| Exclusion | $1,424,414 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,603,788 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,457,016 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $146,772 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,772 | TotalRevenueColumnAmt |
| Exclusion | $146,772 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $212,800 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $159,538 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,262 | TotalRevenueColumnAmt |
| Exclusion | $53,262 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Business | 531120 | BusinessCd |
| Total Revenue Column | $12,000 | TotalRevenueColumnAmt |
| Exclusion | $12,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,279,734 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,360 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,636,448 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,906,344 | TotalAmt |
| Program Services | $10,906,344 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,090 | TotalAmt |
| Program Services | $133,304 | ProgramServicesAmt |
| Management And General | $15,558 | ManagementAndGeneralAmt |
| Fundraising | $9,228 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,902 | TotalAmt |
| Program Services | $213,634 | ProgramServicesAmt |
| Management And General | $30,052 | ManagementAndGeneralAmt |
| Fundraising | $10,216 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,645 | TotalAmt |
| Program Services | $14,187 | ProgramServicesAmt |
| Management And General | $9,458 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,879 | TotalAmt |
| Program Services | $27,729 | ProgramServicesAmt |
| Management And General | $3,607 | ManagementAndGeneralAmt |
| Fundraising | $1,543 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,132 | TotalAmt |
| Program Services | $139,132 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,700 | TotalAmt |
| Management And General | $14,700 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,301 | TotalAmt |
| Program Services | $39,301 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,262 | TotalAmt |
| Program Services | $3,908 | ProgramServicesAmt |
| Management And General | $4,134 | ManagementAndGeneralAmt |
| Fundraising | $220 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,782 | TotalAmt |
| Program Services | $26,802 | ProgramServicesAmt |
| Management And General | $980 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,797 | TotalAmt |
| Program Services | $416 | ProgramServicesAmt |
| Management And General | $16,532 | ManagementAndGeneralAmt |
| Fundraising | $849 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,656 | TotalAmt |
| Program Services | $3,096 | ProgramServicesAmt |
| Management And General | $4,385 | ManagementAndGeneralAmt |
| Fundraising | $175 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,412 | TotalAmt |
| Management And General | $19,412 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,182 | TotalAmt |
| Program Services | $250 | ProgramServicesAmt |
| Management And General | $3,932 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| WORKSHOP & SEMINAR EXPE | $60,616 | $27,100 | $33,516 | |
| BANK AND CREDIT CARD FE | $36,996 | $36,996 | ||
| PRINTING & PUBLICATIONS | $30,253 | $28,529 | $1,385 | $339 |
| DUES & SUBSCRIPTIONS | $9,294 | $4,216 | $2,500 | $2,578 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,350 | TotalAmt |
| Program Services | $6,247 | ProgramServicesAmt |
| Management And General | $735 | ManagementAndGeneralAmt |
| Fundraising | $368 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,807,593 | TotalAmt |
| Program Services | $11,621,191 | ProgramServicesAmt |
| Management And General | $126,402 | ManagementAndGeneralAmt |
| Fundraising | $60,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,666 | BOYAmt |
| EOY | $219,099 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,226,737 | BOYAmt |
| EOY | $2,702,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,199,029 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,497 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,054,862 | BOYAmt |
| EOY | $1,174,532 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,104,998 | BOYAmt |
| EOY | $47,442,734 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,183 | BOYAmt |
| EOY | $4,586 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,891,446 | BOYAmt |
| EOY | $51,543,713 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,574 | BOYAmt |
| EOY | $9,920 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,550 | BOYAmt |
| EOY | $20,650 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,687,064 | BOYAmt |
| EOY | $3,769,741 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $645,190 | BOYAmt |
| EOY | $637,286 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,377,378 | BOYAmt |
| EOY | $4,440,597 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,041,471 | BOYAmt |
| EOY | $6,057,229 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,472,597 | BOYAmt |
| EOY | $41,045,887 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,514,068 | BOYAmt |
| EOY | $47,103,116 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,891,446 | BOYAmt |
| EOY | $51,543,713 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,472,141 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,883,093 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,184,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,626,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,880,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,351,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,615,926 | CurrentTaxYearAmt |
| Total | $56,660,109 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,184,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,626,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,880,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,351,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,615,926 | CurrentTaxYearAmt |
| Total | $56,660,109 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $554,116 | SubstantialContributorsTotAmt |
| Public Support Total170 | $56,105,993 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,000,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $995,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $720,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,363,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,436,414 | CurrentTaxYearAmt |
| Total | $5,514,971 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $62,175,080 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,201,422 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 59 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 258 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,683,820 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $10,747,250 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $4,328,736 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $6,669,402 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $26,570,495 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $24,302,363 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,553,021 | BeginningYearBalanceAmt |
| Contributions | $1,950,464 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,969,457 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $427,668 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $117,616 | AdministrativeExpensesAmt |
| End Year Balance | $14,988,744 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,684,916 | BeginningYearBalanceAmt |
| Contributions | $962,054 | ContributionsAmt |
| Investment Earnings Or Losses | $2,377,781 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $367,866 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $103,864 | AdministrativeExpensesAmt |
| End Year Balance | $15,553,021 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,383,852 | BeginningYearBalanceAmt |
| Contributions | $657,009 | ContributionsAmt |
| Investment Earnings Or Losses | $1,118,276 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $390,073 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $84,148 | AdministrativeExpensesAmt |
| End Year Balance | $12,684,916 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,353,028 | BeginningYearBalanceAmt |
| Contributions | $525,968 | ContributionsAmt |
| Investment Earnings Or Losses | $1,884,097 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $298,235 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $81,006 | AdministrativeExpensesAmt |
| End Year Balance | $11,383,852 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,163,931 | BeginningYearBalanceAmt |
| Contributions | $322,303 | ContributionsAmt |
| Investment Earnings Or Losses | -$774,445 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $276,154 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $82,607 | AdministrativeExpensesAmt |
| End Year Balance | $9,353,028 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12730 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19970 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $464,947 | OtherCostOrOtherBasisAmt |
| Book Value | $464,947 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $595,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,342 | DepreciationAmt |
| Book Value | $574,658 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,792 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,920 | DepreciationAmt |
| Book Value | $113,872 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,328 | OtherCostOrOtherBasisAmt |
| Depreciation | $72 | DepreciationAmt |
| Book Value | $4,256 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,962 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,163 | DepreciationAmt |
| Book Value | $16,799 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,174,532 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $208 |
| VALUE OF LIFE INTEREST IN CHARITABLE GIFT ANNUITIES | $637,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $637,286 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $7,417,047 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,883,093 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $159,538 | OtherRevenueAmt |
| Revenue Not Reported | -$6,723,555 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,140,602 | RevenueSubtotalAmt |
| Other Revenues Not Included | $139,132 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $139,132 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,279,734 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,827,999 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $159,538 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $159,538 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,668,461 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $139,132 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $139,132 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,807,593 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 159,538. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME ON AUDITED FS 139,132. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISER EXPENSES NETTED WITH FUNDRAISER INCOME 159,538. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME ON AUDITED FS 139,132. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PATRON PASS EVENT | Event1Nm |
| Gross Receipts Event1 | $212,800 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $212,800 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $159,538 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $212,800 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $212,800 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $159,538 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $159,538 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $53,262 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (131 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALBANY MEDICAL COLLEGE | ||||||||
| 543 NEW SCOTLAND AVENUE | ALBANY | NY | 12208 | 141338310 | 501(C)(3) | $20,000 | $0 | GENERAL SUPPORT |
| ALL SAINTS EPISCOPAL CHURCH | ||||||||
| PO BOX 1923 | WHITEFISH | MT | 59937 | 810397150 | CHURCH | $26,000 | $0 | GENERAL SUPPORT |
| ALPINE THEATRE PROJECT | ||||||||
| PO BOX 1959 | WHITEFISH | MT | 59937 | 770626385 | 501(C)(3) | $29,805 | $0 | GENERAL SUPPORT |
| AMAZING PLACE MUSIC | ||||||||
| PO BOX 40631 | WHITEFISH | MT | 59937 | 832167578 | 501(C)(3) | $46,736 | $0 | GENERAL SUPPORT |
| BACKPACK ASSISTANCE PROGRAM | ||||||||
| PO BOX 314 | WHITEFISH | MT | 59937 | 464364374 | 501(C)(3) | $98,649 | $0 | GENERAL SUPPORT |
| BIG BROTHERS BIG SISTERS OF NORTHWEST MONTANA | ||||||||
| 137 MAIN STREET | KALISPELL | MT | 59901 | 810374742 | 501(C)(3) | $42,765 | $0 | GENERAL SUPPORT |
| BIGFORK ACES INC | ||||||||
| PO BOX 345 | BIGFORK | MT | 59911 | 300764283 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| BIGFORK ART AND CULTURAL CENTER | ||||||||
| 525 ELECTRIC AVE | BIGFORK | MT | 59911 | 366212000 | 501(C)(3) | $36,945 | $0 | GENERAL SUPPORT |
| BLAINE COUNTY EDUCATION FOUNDATION | ||||||||
| PO BOX 253 | HAILEY | ID | 83333 | 943166817 | 501(C)(3) | $26,000 | $0 | GENERAL SUPPORT |
| BOB MARSHALL WILDERNESS FOUNDATION | ||||||||
| PO BOX 190688 | HUNGRY HORSE | MT | 59919 | 311597921 | 501(C)(3) | $66,068 | $0 | GENERAL SUPPORT |
| BOYS AND GIRLS CLUB OF GLACIER COUNTRY | ||||||||
| PO BOX 961 | COLUMBIA FALLS | MT | 59912 | 810531133 | 501(C)(3) | $92,844 | $0 | GENERAL SUPPORT |
| BRENTWOOD BAPTIST CHURCH | ||||||||
| 7777 CONCORD ROAD | BRENTWOOD | TN | 37027 | 620945312 | 501(C)(3) | $8,000 | $0 | GENERAL SUPPORT |
| CASA FOR KIDS INC | ||||||||
| PO BOX 11195 | KALISPELL | MT | 59901 | 273973281 | 501(C)(3) | $201,946 | $0 | GENERAL SUPPORT |
| CENTER FOR RESTORATIVE YOUTH JUSTICE | ||||||||
| 22 1ST AVENUE EAST | KALISPELL | MT | 59901 | 841428210 | 501(C)(3) | $70,088 | $0 | GENERAL SUPPORT |
| CHAPEL BY THE SEA - CLEARWATER BEACH COMMUNITY CHURCH | ||||||||
| 54 BAY ESPLANDE | CLEARWATER BEACH | FL | 33767 | 590910346 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| CHILD BRIDGE | ||||||||
| PO BOX 310 | BIGFORK | MT | 59911 | 273382066 | 501(C)(3) | $119,083 | $0 | GENERAL SUPPORT |
| CHRIST CHURCH EPISCOPAL | ||||||||
| 215 3RD AVE E | KALISPELL | MT | 59901 | 816013008 | CHURCH | $6,000 | $0 | GENERAL SUPPORT |
| CITY OF WHITEFISH | ||||||||
| 418 E 2ND STREET | WHITEFISH | MT | 59937 | 816001325 | GOVERNMENT | $15,000 | $0 | GENERAL SUPPORT |
| CLIMATE RIDE INC | ||||||||
| 114 WEST PINE ST | MISSOULA | MT | 59802 | 271777457 | 501(C)(3) | $7,500 | $0 | GENERAL SUPPORT |
| CODE GIRLS UNITED | ||||||||
| 38 E WASHINGTON | KALISPELL | MT | 59904 | 831174058 | 501(C)(3) | $24,136 | $0 | GENERAL SUPPORT |
| COLORADO SCHOOL OF MINES FOUNDATION | ||||||||
| 1812 ILLINOIS ST | GOLDEN | CO | 80401 | 840509064 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| COLUMBIA FALLS SCHOOL DISTRICT | ||||||||
| 501 6TH AVE W | COLUMBIA FALLS | MT | 59912 | 816000371 | GOVERNMENT | $6,000 | $0 | GENERAL SUPPORT |
| COMMUNITY ACTION PARTNERSHIP | ||||||||
| PO BOX 8300 | KALISPELL | MT | 59904 | 810366018 | 501(C)(3) | $40,000 | $0 | GENERAL SUPPORT |
| CONRAD MANSION DIRECTORS INC | ||||||||
| PO BOX 1041 | KALISPELL | MT | 59903 | 510166540 | 501(C)(3) | $26,159 | $0 | GENERAL SUPPORT |
| CRESTON FIREFIGHTER'S ASSOCIATION | ||||||||
| 4498 MT HWY 35 | KALISPELL | MT | 59901 | 810457369 | 501(C)(3) | $66,003 | $0 | GENERAL SUPPORT |
| CURREY INGRAM ACADEMY | ||||||||
| 6544 MURRAY LANE | BRENTWOOD | TN | 37027 | 621296326 | 501(C)(3) | $6,000 | $0 | GENERAL SUPPORT |
| DELIVERFUND | ||||||||
| 25 HIGHLAND PARK VILLAGE 100-851 | DALLAS | TX | 75205 | 471955601 | 501(C)(3) | $20,000 | $0 | GENERAL SUPPORT |
| DREAM ADAPTIVE RECREATION | ||||||||
| PO BOX 4084 | WHITEFISH | MT | 59937 | 363416198 | 501(C)(3) | $214,291 | $0 | SKI PROGRAM, GENERAL SUPPORT |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET | SAN FRANCISCO | CA | 94111 | 363416198 | 501(C)(3) | $40,000 | $0 | GENERAL SUPPORT |
| EPISCOPAL DIOCESE OF MONTANA | ||||||||
| PO BOX 2020 | HELENA | MT | 59624 | 810231779 | CHURCH | $75,000 | $0 | GENERAL SUPPORT |
| EPISCOPAL RELIEF AND DEVELOPMENT | ||||||||
| 815 SECOND AVE | NEW YORK | NY | 10017 | 731635264 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 2420 13TH ST W | BILLINGS | MT | 59102 | 810458102 | CHURCH | $5,056 | $0 | GENERAL SUPPORT |
| FLATHEAD AREA MOUNTAIN BIKERS | ||||||||
| 326 2ND ST E | WHITEFISH | MT | 59937 | 203745517 | 501(C)(3) | $46,297 | $0 | GENERAL SUPPORT |
| FLATHEAD AUDUBON SOCIETY | ||||||||
| PO BOX 9173 | KALISPELL | MT | 59904 | 810447830 | 501(C)(3) | $38,894 | $0 | GENERAL SUPPORT |
| FLATHEAD COUNTY SHERIFF'S POSSE | ||||||||
| PO BOX 310 | KALISPELL | MT | 59903 | 816011531 | 501(C)(3) | $35,869 | $0 | GENERAL SUPPORT |
| FLATHEAD FAMILIES FOR RESPONSIBILE GROWTH | ||||||||
| PO BOX 1062 | WHITEFISH | MT | 59937 | 872825773 | 501(C)(3) | $26,000 | $0 | GENERAL SUPPORT |
| FLATHEAD FOOD BANK | ||||||||
| 1203 HWY 2 WEST SUITE 2 | KALISPELL | MT | 59901 | 810399818 | 501(C)(3) | $137,226 | $0 | GENERAL SUPPORT |
| FLATHEAD LAND TRUST | ||||||||
| PO BOX 1913 | KALISPELL | MT | 59903 | 363479966 | 501(C)(3) | $98,232 | $0 | GENERAL SUPPORT |
| FLATHEAD RAPIDS | ||||||||
| PO BOX 241 | WHITEFISH | MT | 59937 | 452941434 | 501(C)(3) | $34,740 | $0 | STORAGE BUILDING, GENERAL SUPPORT |
| FLATHEAD ROTARY COMMUNITY FOUNDATION | ||||||||
| PO BOX 481 | KALISPELL | MT | 59901 | 205714808 | 501(C)(3) | $14,000 | $0 | GENERAL SUPPORT |
| FLATHEAD VALLEY COMMUNITY COLLEGE FOUNDATION | ||||||||
| 777 GRANDVIEW DRIVE | KALISPELL | MT | 59901 | 810365752 | 501(C)(3) | $175,153 | $0 | SCHOLARSHIP FUNDS, GENERAL SUPPORT |
| FLATHEAD VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 623 | WHITEFISH | MT | 59937 | 237300629 | 501(C)(3) | $78,498 | $0 | FIELDTRIPS, 5TH GRADE SEASON PASS PROGRAM, GENERAL SUPPORT |
| FLATHEAD WARMING CENTER | ||||||||
| PO BOX 7142 | KALISPELL | MT | 59904 | 833555313 | 501(C)(3) | $210,563 | $0 | GENERAL SUPPORT |
| FLATHEAD YOUTH HOME | ||||||||
| 825 OREGON STREET | KALISPELL | MT | 59901 | 810331313 | 501(C)(3) | $93,517 | $0 | GENERAL SUPPORT |
| FOCUS FUSION SOCIETY | ||||||||
| 128 LINCOLN BLVD | MIDDLESEX | NJ | 08846 | 203465753 | 501(C)(3) | $90,000 | $0 | GENERAL SUPPORT |
| FOOTLOOSE MONTANA | ||||||||
| PO BOX 1089 | FLORENCE | MT | 59833 | 300419819 | 501(C)(3) | $7,000 | $0 | GENERAL SUPPORT |
| FOR THE CHILDREN INC | ||||||||
| PO BOX 21 | WHITEFISH | MT | 59937 | 810516011 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| FOYS TO BLACKTAIL TRAILS | ||||||||
| PO BOX 81 | KALISPELL | MT | 59903 | 861101906 | 501(C)(3) | $40,586 | $0 | GENERAL SUPPORT |
| FRIENDS OF THE FLATHEAD AVALANCHE CENTER | ||||||||
| PO BOX 4276 | WHITEFISH | MT | 59937 | 471135769 | 501(C)(3) | $42,750 | $0 | GENERAL SUPPORT |
| GAP FILLERS FLATHEAD | ||||||||
| 2310 US HIGHWAY 2 EAST STE 4 | KALISPELL | MT | 59901 | 832265425 | 501(C)(3) | $6,100 | $0 | GENERAL SUPPORT |
| GATEWAY TO GLACIER TRAIL | ||||||||
| 110 BEAR STREET | CORAM | MT | 59913 | 452385798 | 501(C)(3) | $38,202 | $0 | GENERAL SUPPORT |
| GIRL SCOUTS OF MONTANA AND WYOMING | ||||||||
| 2303 GRAND AVE | BILLINGS | MT | 59102 | 816001486 | 501(C)(3) | $5,500 | $0 | GENERAL SUPPORT |
| GLACIER HOCKY ASSOCIATION | ||||||||
| PO BOX 905 | WHITEFISH | MT | 59937 | 810480530 | 501(C)(3) | $7,000 | $0 | GENERAL SUPPORT |
| GLACIER INSTITUTE | ||||||||
| PO BOX 1887 | KALISPELL | MT | 59903 | 363345632 | 501(C)(3) | $53,727 | $0 | GENERAL SUPPORT |
| GLACIER NATIONAL PARK CONSERVANCY | ||||||||
| PO BOX 2749 | COLUMBIA FALLS | MT | 59912 | 562579734 | 501(C)(3) | $121,036 | $0 | GENERAL SUPPORT |
| GLACIER NORDIC CLUB | ||||||||
| PO BOX 403 | WHITEFISH | MT | 59937 | 363442067 | 501(C)(3) | $64,375 | $0 | GENERAL SUPPORT |
| GLACIER SKATE ACADEMY | ||||||||
| PO BOX 4593 | WHITEFISH | MT | 59937 | 474330519 | 501(C)(3) | $32,243 | $0 | GENERAL SUPPORT |
| GLACIER SYMPHONY & CHORALE | ||||||||
| PO BOX 2491 | KALISPELL | MT | 59903 | 810413320 | 501(C)(3) | $112,685 | $0 | GENERAL SUPPORT |
| GOOD GRIEF GROUP | ||||||||
| PO BOX 7896 | KALISPELL | MT | 59904 | 821337890 | 501(C)(3) | $40,802 | $0 | GENERAL SUPPORT |
| HABITAT FOR HUMANITY | ||||||||
| 307 1ST AVENUE EAST STE 1 | KALISPELL | MT | 59903 | 810461253 | 501(C)(3) | $69,006 | $0 | GENERAL SUPPORT |
| HAILEY ICE PARK INC | ||||||||
| PO BOX 4616 | HAILEY | ID | 83333 | 820518345 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| HOCKADAY MUSEUM OF ART | ||||||||
| 302 2ND AVE E | KALISPELL | MT | 59901 | 810303038 | 501(C)(3) | $54,633 | $0 | GENERAL SUPPORT |
| HOUSING WHITEFISH | ||||||||
| $85,644 | $0 | GENERAL SUPPORT | ||||||
| HUMANE SOCIETY OF NW MONTANA | ||||||||
| PO BOX 221 | KALISPELL | MT | 59903 | 810496442 | 501(C)(3) | $90,061 | $0 | GENERAL SUPPORT |
| IMMANUEL FOUNDATION | ||||||||
| 185 CRESTLINE AVENUE | KALISPELL | MT | 59901 | 824366126 | 501(C)(3) | $51,536 | $0 | GENERAL SUPPORT |
| INTERMOUNTAIN | ||||||||
| 505 S LAMBORN | HELENA | MT | 59601 | 810231775 | 501(C)(3) | $8,000 | $0 | GENERAL SUPPORT |
| KALISPELL EDUCATION FOUNDATION | ||||||||
| PO BOX 9136 | KALISPELL | MT | 59904 | 204281682 | 501(C)(3) | $51,084 | $0 | GENERAL SUPPORT |
| KETCHUM SUN VALLEY VOLUNTEER ASSOCIATES INC | ||||||||
| PO BOX 1262 | KETCHUM | ID | 83340 | 820448357 | 501(C)(3) | $7,617 | $0 | GENERAL SUPPORT |
| LAND TO HAND | ||||||||
| 2415 ELKO ROAD | ELKO | GA | 31025 | 471568231 | 501(C)(3) | $282,738 | $0 | GENERAL SUPPORT |
| LARK SKOLA | ||||||||
| 300 EAST SECOND STREET UNIT 2 | WHITEFISH | MT | 59937 | 882649209 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| LIGHTHOUSE CHRISTIAN HOME | ||||||||
| PO BOX 8931 | KALISPELL | MT | 59904 | 363766292 | 501(C)(3) | $122,523 | $0 | FACILITY RENOVATION, GENERAL SUPPORT |
| LIVERMORE JAZZ SOCIETY | ||||||||
| 775 WIMBLEDON LANE | LIVERMORE | CA | 94551 | 870842715 | 501(C)(3) | $6,000 | $0 | GENERAL SUPPORT |
| LOGAN HEALTH - WHITEFISH FOUNDATION | ||||||||
| 1600 HOSPITAL WAY | WHITEFISH | MT | 59937 | 810526541 | 501(C)(3) | $98,826 | $0 | GENERAL SUPPORT |
| LOGAN HEALTH FOUNDATION | ||||||||
| 310 SUNNYVIEW LN | KALISPELL | MT | 59901 | 810406485 | 501(C)(3) | $497,660 | $0 | GENERAL SUPPORT |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW NO TAX | ROCHESTER | MN | 55905 | 383952644 | 501(C)(3) | $22,500 | $0 | GENERAL SUPPORT |
| MONTANA CONSERVATION CORPS | ||||||||
| 206 N GRAND | BOZEMAN | MT | 59715 | 810467431 | 501(C)(3) | $59,124 | $0 | GENERAL SUPPORT |
| MONTANA ENVIRONMENTAL INFORMATION CENTER | ||||||||
| PO BOX 1184 | HELENA | MT | 59624 | 237337100 | 501(C)(3) | $13,000 | $0 | GENERAL SUPPORT |
| MONTANA INNOCENCE PROJECT | ||||||||
| PO BOX 7607 | MISSOULA | MT | 59807 | 262603477 | 501(C)(3) | $6,500 | $0 | GENERAL SUPPORT |
| MONTANA KAYAK ACADEMY | ||||||||
| 823 KALISPELL AVE | WHITEFISH | MT | 59937 | 474883302 | 501(C)(3) | $19,879 | $0 | GENERAL SUPPORT |
| MONTANA LAND RELIANCE | ||||||||
| 470 ELECTRIC AVENUE | BIGFORK | MT | 59911 | 810369262 | 501(C)(3) | $20,500 | $0 | GENERAL SUPPORT |
| MONTANA PUBLIC RADIO (THE UNIVERSITY OF MONTANA) | ||||||||
| 950 ARTHUR AVENUE | MISSOULA | MT | 59801 | 810362989 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| MONTANA STATE PARKS FOUNDATION | ||||||||
| 400 W BROADWAY SUITE 100-424 | MISSOULA | MT | 59802 | 473829371 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| NATE CHUTE FOUNDATION | ||||||||
| PO BOX 245 | WHITEFISH | MT | 59937 | 450494907 | 501(C)(3) | $160,673 | $0 | GENERAL SUPPORT |
| NATURE CONSERVANCY OF MONTANA | ||||||||
| 32 S EWING STREET | HELENA | MT | 59601 | 530242652 | 501(C)(3) | $26,893 | $0 | GENERAL SUPPORT |
| NORTH VALLEY FOOD BANK | ||||||||
| 251 FLATHEAD AVENUE | WHITEFISH | MT | 59937 | 810456048 | 501(C)(3) | $283,238 | $0 | GENERAL SUPPORT |
| NORTH VALLEY MUSIC SCHOOL | ||||||||
| PO BOX 4446 | WHITEFISH | MT | 59937 | 810515034 | 501(C)(3) | $435,477 | $0 | GENERAL SUPPORT |
| NORTHWEST MONTANA COMMUNITY LAND TRUST | ||||||||
| 309 WISCONSIN AVENUE | WHITEFISH | MT | 59901 | 271832846 | 501(C)(3) | $34,197 | $0 | GENERAL SUPPORT |
| NORTHWEST MONTANA HISTORICAL SOCIETY | ||||||||
| 124 SECOND AVENUE EAST | KALISPELL | MT | 59901 | 810439232 | 501(C)(3) | $48,053 | $0 | GENERAL SUPPORT |
| NORTHWEST MONTANA VETERANS STAND DOWN & FOOD PANTRY | ||||||||
| 1349 HWY 2 E | KALISPELL | MT | 59901 | 743030535 | 501(C)(3) | $62,057 | $0 | GENERAL SUPPORT |
| OLD TOWN ARTISAN STUDIO INC | ||||||||
| 78370 HWY 111 STE 270 | LA QUINTA | CA | 92253 | 264437263 | 501(C)(3) | $20,000 | $0 | GENERAL SUPPORT |
| PLANNED PARENTHOOD OF MONTANA | ||||||||
| 1116 GRAND AVE SUITE 201 | BILLINGS | MT | 59102 | 810307201 | 501(C)(3) | $15,500 | $0 | GENERAL SUPPORT |
| PREDATOR HEALING PROJECT INC | ||||||||
| 175 HUTTON RANCH ROAD STE 103 | KALISPELL | MT | 59901 | 862233909 | 501(C)(3) | $22,573 | $0 | GENERAL SUPPORT |
| PROJECT WHITEFISH KIDS | ||||||||
| PO BOX 2010 | WHITEFISH | MT | 59937 | 810526331 | 501(C)(3) | $80,828 | $0 | GENERAL SUPPORT |
| PROVIDENCE PORTLAND MEDICAL FOUNDATION | ||||||||
| 1801 LIND AVE SW | RENTON | WA | 98057 | 931231494 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| QUANTUM MARTIAL ARTS | ||||||||
| 15 S HILL BLVD | SAN FRANCISCO | CA | 94112 | 261534597 | 501(C)(3) | $13,000 | $0 | GENERAL SUPPORT |
| RAVENWOOD OUTDOOR LEARNING CENTER | ||||||||
| PO BOX 1314 | WHITEFISH | MT | 59937 | 810537457 | 501(C)(3) | $36,500 | $0 | GENERAL SUPPORT |
| SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | 133485289 | 501(C)(3) | $7,500 | $0 | GENERAL SUPPORT |
| SAMARITAN HOUSE | ||||||||
| PO BOX 592 | KALISPELL | MT | 59903 | 810466186 | 501(C)(3) | $181,987 | $0 | GENERAL SUPPORT |
| SEMPER FI FUND | ||||||||
| 825 COLLEGE BLVC STE 102 | OCEANSIDE | CA | 92057 | 260086305 | 501(C)(3) | $7,500 | $0 | VETERANS SUPPORT FUND |
| SENIOR MOBILE HOME REPAIR PROGRAM | ||||||||
| 1305 4TH ST WEST | KALISPELL | MT | 59901 | 852485994 | 501(C)(3) | $6,000 | $0 | GENERAL SUPPORT |
| SHEPHERD'S HAND CLINIC | ||||||||
| 5150 RIVER LAKES PARKWAY | WHITEFISH | MT | 59937 | 371603581 | 501(C)(3) | $157,038 | $0 | GENERAL SUPPORT |
| SPARROW'S NEST OF NW MT | ||||||||
| PO BOX 8384 | KALISPELL | MT | 59904 | 472120103 | 501(C)(3) | $147,847 | $0 | FACILITY RENOVATION, GENERAL SUPPORT |
| STUMPTOWN ART STUDIO | ||||||||
| PO BOX 4938 | WHITEFISH | MT | 59937 | 810509671 | 501(C)(3) | $39,618 | $0 | EQUIPMENT NEEDS, GENERAL SUPPORT |
| TAMARACK GRIEF RESOURCE CENTER | ||||||||
| 516 SOUTH ORANGE | MISSOULA | MT | 59801 | 262278278 | 501(C)(3) | $27,469 | $0 | GENERAL SUPPORT |
| THE NURTURING CENTER | ||||||||
| 146 3RD AVENUE WEST | KALISPELL | MT | 59901 | 810383437 | 501(C)(3) | $38,351 | $0 | GENERAL SUPPORT |
| THE RIEKES CENTER FOR HUMAN ENHANCEMENT | ||||||||
| 3455 EDISON WAY | MENLO PARK | CA | 94025 | 943224127 | 501(C)(3) | $150,000 | $0 | GENERAL SUPPORT |
| THE VITAL GROUND FOUNDATION INC | ||||||||
| 20 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | 870483446 | 501(C)(3) | $12,000 | $0 | GRIZZLY HABITAT, GENERAL SUPPORT |
| TROUT UNLIMITED | ||||||||
| PO BOX 1378 | LIVINGSTON | MT | 59047 | 237184515 | 501(C)(3) | $9,393 | $0 | GENERAL SUPPORT |
| TWO BEAR THERAPEUTIC RIDING CENTER | ||||||||
| 1700 KM RANCH ROAD | WHITEFISH | MT | 59937 | 320570639 | 501(C)(3) | $6,724 | $0 | GENERAL SUPPORT |
| UNITED STATES NAVAL ACADEMY FOUNDATION | ||||||||
| 247 KING GEORGE STREET | ANNAPOLIS | MD | 21402 | 237003516 | 501(C)(3) | $40,000 | $0 | GENERAL SUPPORT |
| UNIVERISTY OF MONTANA FOUNDATION | ||||||||
| 9250 ARTHUR AVENUE | MISSOULA | MT | 59801 | 810362989 | 501(C)(3) | $39,000 | $0 | GENERAL SUPPORT |
| VIOLENCE FREE CRISIS LINE - ABBIE SHELTER | ||||||||
| PO BOX 1401 | KALISPELL | MT | 59903 | 810361221 | 501(C)(3) | $199,498 | $0 | FACILITY UPGRADE, GENERAL SUPPORT |
| WAGS AND WALKS | ||||||||
| 1212 SANTA TERESITA DR | SANTA BARBARA | CA | 93105 | 453749303 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| WHITEFISH CHAMBER OF COMMERCE | ||||||||
| PO BOX 1120 | WHITEFISH | MT | 59937 | 810208719 | 501(C)(6) | $8,500 | $0 | GENERAL SUPPORT |
| WHITEFISH CHRISTIAN ACADEMY | ||||||||
| 820 ASHAR AVE | WHITEFISH | MT | 59937 | 810387934 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| WHITEFISH COMMUNITY CENTER | ||||||||
| 121 E 2ND ST | WHITEFISH | MT | 59937 | 816034513 | 501(C)(3) | $40,327 | $0 | EQUIPMENT NEEDS, GENERAL SUPPORT |
| WHITEFISH COMMUNITY FOUNDATION | ||||||||
| PO BOX 1060 | WHITEFISH | MT | 59937 | 810533002 | 501(C)(3) | $68,084 | $0 | GENERAL SUPPORT |
| WHITEFISH COMMUNITY SCHOOL | ||||||||
| 805 PARK AVE | WHITEFISH | MT | 59937 | 810541242 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| WHITEFISH DOG PARK | ||||||||
| PO BOX 754 | WHITEFISH | MT | 59937 | 020800948 | 501(C)(3) | $66,091 | $0 | GENERAL SUPPORT |
| WHITEFISH FIRE FIGHTERS ASSOCIATION | ||||||||
| PO BOX 1154 | WHITEFISH | MT | 59937 | 810530885 | 501(C)(3) | $39,281 | $0 | EQUIPMENT NEEDS, GENERAL SUPPORT |
| WHITEFISH LAKE INSTITUTE | ||||||||
| 550 EAST 1ST STREET 103 | WHITEFISH | MT | 59937 | 030556055 | 501(C)(3) | $81,110 | $0 | RESEARCH PROGRAMS, GENERAL SUPPORT |
| WHITEFISH LEGACY PARTNERS | ||||||||
| PO BOX 1895 | WHITEFISH | MT | 59937 | 200674119 | 501(C)(3) | $170,746 | $0 | GENERAL SUPPORT |
| WHITEFISH LIBRARY ASSOCIATION | ||||||||
| PO BOX 543 | WHITEFISH | MT | 59937 | 816013674 | 501(C)(3) | $21,321 | $0 | COMPUTERS, GENERAL SUPPORT |
| WHITEFISH REVIEW | ||||||||
| 708 LUPFER AVENUE | WHITEFISH | MT | 59937 | 264539954 | 501(C)(3) | $47,303 | $0 | GENERAL SUPPORT |
| WHITEFISH SCHOOL DISTRICT #44 | ||||||||
| 600 EAST SECOND STREET | WHITEFISH | MT | 59937 | 816000395 | 501(C)(3) | $11,600 | $0 | GENERAL SUPPORT |
| WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION | ||||||||
| PO BOX 1417 | WHITEFISH | MT | 59937 | 203135697 | 501(C)(3) | $53,787 | $0 | GENERAL SUPPORT |
| WHITEFISH SKATEPARK ASSOCIATION | ||||||||
| 836 10TH ST WEST | COLUMBIA FALLS | MT | 59912 | 872147184 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| WHITEFISH THEATRE COMPANY | ||||||||
| ONE CENTRAL AVENUE | WHITEFISH | MT | 59937 | 810381173 | 501(C)(3) | $103,022 | $0 | GENERAL SUPPORT |
| WHITEFISH VETERANS SUPPORT TEAM | ||||||||
| PO BOX 5512 | WHITEFISH | MT | 59937 | 472873695 | 501(C)(3) | $90,473 | $0 | GENERAL SUPPORT |
| WILD MONTANA | ||||||||
| 80 S WARREN ST | HELENA | MT | 59601 | 843554059 | 501(C)(3) | $6,000 | $0 | GENERAL SUPPORT |
| WINGS REGIONAL CANCER SUPPORT INC | ||||||||
| PO BOX 7852 | KALISPELL | MT | 59901 | 841423019 | 501(C)(3) | $30,290 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 126 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE WHITEFISH COMMUNITY FOUNDATION GRANTS COMMITTEE FOLLOWS UP ON GRANT AWARDS BY REQUESTING SUBMISSION OF A LETTER EXPLAINING HOW THE PAST FUNDING WAS USED AND HOW IT HELPED THE ORGANIZATION. GRANT REPORTS ARE DUE WITHIN ONE YEAR OF COMPLETION OF THE GRANT, AND GRANTEES ARE INELIGIBLE TO RECEIVE FUTURE GRANTS SO LONG AS THERE ARE DELINQUENT GRANT REPORTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA ENGH-GRADY | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $143,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $13,800 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,290 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $161,090 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,188,965 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES A THIRD PARTY INVESTMENT BROKERAGE FIRM TO SELL PUBLICLY TRADED SECURITIES RECEIVED AS NON-CASH CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE WHITEFISH COMMUNITY FOUNDATION'S PRESIDENT AND VICE PRESIDENT OF FINANCE 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. |
| FORM 990 PAGE 12 PART XII LINE 2C | THE EXECUTIVE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSEEING THE FINANCIAL STATEMENT REVIEW PROCESS. |