NonprofitsWhitefish Community Foundation Inc

Community Foundations

Whitefish Community Foundation Inc

WHITEFISH, MT

Total revenue

$20.2M

Total expenses

$15.8M

Net assets

$62.5M

Grants received

$19.0M

229 grants

EIN

810533002

Tax year

2024

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.

Programs

4 programs

Great fish community challenge: a six-week long fundraising campaign which helped 80 nonprofits raise over $5.4m and the foundation awarded an additional $1.1m in matching grants plus $129,950 in incentive grants. The organization also processed all gifts and provided all printed materials, advertising, and marketing at an approximate cost to the organization of over $300,000.

Expenses: $7.1MGrants: $6.7M

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 $6.8m to charitable organizations and provided $255k in program support to the organization through administrative fees.

Expenses: $7.1MGrants: $6.8M

Nonprofit endowment funds: held and administered 43 endowment funds totaling over $20m for local area nonprofits and paid out endowment distributions which provided $343,082 in operating support for the recipient organizations.

Expenses: $468KGrants: $343K

Nonprofit development partnership program (npdp): offered 9 free workshops and learning opportunities, reaching 243 participants from over 100 local nonprofits, focused on key areas of nonprofit management to improve oversight, transparency, governance, operations and fundraising. Also hosted quarterly nonprofit executive director roundtables. Npdp implemented a technology program, providing grants to nonprofits to purchase and implement much needed software programs. In 2024 this program awarded 2 grants totaling $2,097 to whitefish education foundation and conrad mansion museum, both for donor database software.

Expenses: $49KGrants: $2K

Financials

FY 2024

Revenue

Contributions & grants$16.9M
Program service revenue$31K
Investment income$3.2M
Other revenue$67K
Total revenue$20.2M

Expenses

Grants paid$14.6M
Salaries & benefits$602K
Fundraising$110K
Other expenses$537K
Total expenses$15.8M
Total assets$67.6M
Net assets$62.5M

People

21 listed

NameRoleCompensation

ALAN DAVIS

PRESIDENT

Board

$157K

45 hrs/wk

DARIA PEREZ

CFO

Board

$135K

45 hrs/wk

LINDA MAETZOLD

DIRECTOR

Board

2 hrs/wk

CAROL ATKINSON

DIRECTOR

Board

0.5 hrs/wk

JEFF ALLEN

DIRECTOR

Board

0.5 hrs/wk

SHERRY LESAR

DIRECTOR

Board

1 hrs/wk

LAURA GARBACZ

DIRECTOR

Board

0.5 hrs/wk

MONICA PASTOR

DIRECTOR

Board

1 hrs/wk

GORDON CROSS

DIRECTOR

Board

1 hrs/wk

DOUG REED

VICE CHAIR

Board

2 hrs/wk

ARDYCE WHISLER

DIRECTOR

Board

1 hrs/wk

BRENDEN CRAIG

TREASURER

Board

2 hrs/wk

JOHN WITT

DIRECTOR

Board

1 hrs/wk

STACY SMITH

DIRECTOR

Board

0.5 hrs/wk

MAUREEN CASEY

DIRECTOR

Board

0.5 hrs/wk

CAELI QUINN

DIRECTOR

Board

0.5 hrs/wk

LUCY SMITH

DIRECTOR

Board

0.5 hrs/wk

HANK RICKLEFS

DIRECTOR

Board

0.5 hrs/wk

BETSY BAYNE

DIRECTOR

Board

0.5 hrs/wk

JAMIE SHENNAN

DIRECTOR

Board

1 hrs/wk

GREG GARRISON

BOARD CHAIR

Board

2 hrs/wk

Grants received

Showing 200 of 229

FromAmountPurposeYear
$101K
PHILANTHROPY
2024
$71K
COMMUNITY FOOD BANKS, LOCAL MUSEUM, AND SCHOOL EDUCATIONAL FUND
2024
$63K
UNRESTRICTED GENERAL SUPPORT
2024
$51K
GENERAL CHARITABLE COMMUNITY DONATION
2024
$50K
COMMUNITY WELFARE
2024
$37K
DEREK AND THADDEUS MCGREW MEMORIAL FUND.
2024
$33K
General Operating Support
2024
$25K
Public, Societal Benefit
2024
$20K
BUILDING LOCAL NONPROFIT CAPACITY
2024
$15K
COMMUNITY PROJECTS
2024
$15K
COMMUNITY & HUMAN SERVICES
2024
$13K
TO FURTHER EXEMPT PURPOSE
2024
$10K
General support to improve quality of life for the Whitefish community.
2024
$8K
GENERAL SUPPORT
2024
$8K
GENERAL OPERATIONS
2024
$8K
UNRESTRICTED GENERAL SUPPORT
2024
$5K
PROGRAMS AND OPERATIONS
2024
$3K
Operating Funds
2024
$3K
GENERAL DONATION
2024
$1K
GENERAL CHARITABLE FOUNDATION
2024
$200
501(C)(3) EXEMPT PURPOSES
2024
Unrestricted
2024
$4.4M
PUBLIC, SOCIETAL BENEFIT
2023
$466K
For grant recipient's exempt purposes
2023
$310K
GENERAL SUPPORT, PROGRAM SUPPORT
2023
$229K
FOR THE AGL FOUNDATION FUND
2023
$224K
SUPPORT GREAT FISH
2023
$100K
GENERAL PURPOSES
2023
$72K
PHILANTHROPY
2023
$68K
TO FUND COMMUNITY BENEFIT PROGRAMS
2023
$66K
COMMUNITY FOOD BANKS, LOCAL MUSEUM, AND SCHOOL EDUCATIONAL FUND
2023
$60K
General Support
2023
$59K
DEPOSIT TO THE ENDOWMENT FROM THE GREAT FISH COMMUNITY CHALLENGE
2023
$50K
General & Unrestricted
2023
$40K
GENERAL SUPPORT
2023
$38K
GENERAL CHARITABLE COMMUNITY DONATION
2023
$34K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$30K
GENERAL FUND SUPPORT
2023
$30K
UNRESTRICTED GRANT TO SUPPORT ORGANIZATION'S EXEMPT PURPOSE
2023
$25K
NATE CHUTE, SPARROW'S NEST, CTR FOR REST. YOUTH, CASA FOR KIDS
2023
$21K
OPERATING FUNDS
2023
$21K
CHARITABLE
2023
$20K
COMMUNITY & HUMAN SERVICES
2023
$16K
PROGRAM SUPPORT
2023
$15K
SUPPORT THE SAMARITAN HOUSE TO TACKLE CHALLENGING ISSUE FAMILY THAT STRUGGLING WITH HOMELESSNESS
2023
$13K
CHARITABLE FOUNDATION
2023
$11K
TO FURTHER EXEMPT PURPOSE
2023
$10K
COMMUNITY PROJECTS
2023
$10K
SUPPORT ABBIE SHELTER TO TAKE CARE OF DOMESTIC VIOLENCE
2023
$10K
General support to support social endeavors in the Flathead Valley of Montana.
2023
$5K
PROGRAMS AND OPERATIONS
2023
$5K
GENERAL OPERATING BUDGET
2023
$5K
CHARITABLE CONTRIBUTION
2023
$5K
UNRESTRICTED GENERAL SUPPORT
2023
$5K
Unrestricted
2023
$5K
CICLE OF GIVING
2023
$5K
CIRCLE OF GIVING FUND
2023
$5K
FOSTERING PHILANTROPY
2023
$5K
GENERAL SUPPORT
2023
$4K
SUPPORT GLACIER SKATE ACADEMY, PROVIDE LESSON SKATE PROGRAM AND HELP DEVELOP THE LOVE FOR ICE SKATING IN THE VALLEY
2023
$3K
NONPROFIT DEVELOPMENT PARTNERSHIP WORKSHOPS 2023
2023
$3K
Operating Funds
2023
$500
PHILANTHROPY, VOLUNTARISM AND GRANTMAKING FOUNDATIONS
2023
$500
FOR GENERAL SUPPORT
2023
$250
GENERAL CHARITABLE FOUNDATION
2023
$67
EMPLOYEE GIVING PROGRAM
2023
$58
EMPLOYEE GIVING PROGRAM
2023
$48
EMPLOYEE GIVING PROGRAM
2023
$48
EMPLOYEE GIVING PROGRAM
2023
$19
EMPLOYEE GIVING PROGRAM
2023
$19
EMPLOYEE GIVING PROGRAM
2023
$640K
FOR THE AGL FOUNDATION FUND
2022
$124K
PUBLIC, SOCIETAL BENEFIT
2022
$121K
PUBLIC, SOCIETAL BENEFIT
2022
$116K
For grant recipient's exempt purposes
2022
$100K
PROGRAM SUPPORT
2022
$60K
GENERAL SUPPORT
2022
$58K
COMMUNITY FOOD BANKS, LOCAL MUSEUM AND SCHOOL EDUCATIONAL FUND
2022
$54K
General Operating Support
2022
$50K
General & Unrestricted
2022
$36K
GENERAL CHARITABLE COMMUNITY DONATION
2022
$36K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$21K
DEPOSIT TO THE ENDOWMENT FROM THE GREAT FISH COMMUNITY CHALLENGE
2022
$18K
PHILANTHROPY
2022
$14K
PROGRAM SUPPORT
2022
$12K
CHARITABLE FOUNDATION
2022
$10K
COMMUNITY & HUMAN SERVICES
2022
$10K
General support to support social endeavors in the Flathead Valley of Montana.
2022
$10K
GENERAL SUPPORT
2022
$9K
TO FURTHER EXEMPT PURPOSE
2022
$9K
FOSTERING PHILANTROPY
2022
$6K
Promote local non-profits
2022
$6K
GENERAL CHARITABLE FOUNDATION
2022
$6K
COMMUNITY SERVICE PROGRAMS
2022
$5K
UNRESTRICTED GENERAL SUPPORT
2022
$5K
CHARITABLE CONTRIBUTION
2022
$5K
Unrestricted
2022
$5K
PROGRAMS AND OPERATIONS
2022
$3K
NONPROFIT DEVELOPMENT PARTNERSHIP
2022
$1K
OPERATING FUNDS
2022
$500
GENERAL SUPPORT
2022
$200
501(C)(3) EXEMPT PURPOSES
2022
$3.1M
PUBLIC, SOCIETAL BENEFIT
2021
$482K
FOR THE AGL FOUNDATION FUND
2021
$77K
GENERAL SUPPORT
2021
$66K
For grant recipient's exempt purposes
2021
$66K
For grant recipient's exempt purposes
2021
$63K
PUBLIC, SOCIETAL BENEFIT
2021
$38K
GENERAL CHARITABLE COMMUNITY DONATION
2021
$37K
For recipient's exempt purpose
2021
$27K
OPERATING FUNDS
2021
$14K
CHARITABLE FOUNDATION
2021
$11K
Schedule Attached
2021
$10K
TO FURTHER EXEMPT PURPOSE
2021
$5K
Promote local non-profits
2021
$5K
CHARITABLE CONTRIBUTION
2021
$2K
GENERAL CHARITABLE FOUNDATION
2021
$500
Unrestricted
2021
$200
501(C)(3) EXEMPT PURPOSES
2021
$813K
LIQUIDATING CONTRIBUTION
2020
$491K
FOR THE AGL FOUNDATION FUND
2020
$82K
GENERAL CHARITABLE COMMUNITY DONATION
2020
$70K
GENERAL OPERATIONS
2020
$54K
PUBLIC, SOCIETAL BENEFIT
2020
$50K
General & Unrestricted
2020
$50K
PHILANTHROPIC ACTIVITY
2020
$49K
Operational Support
2020
$47K
GENERAL SUPPORT
2020
$45K
For grant recipient's exempt purposes
2020
$38K
TO FUND COMMUNITY BENEFIT PROGRAMS
2020
$24K
CHARITABLE CONTRIBUTION
2020
$22K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$18K
DEPOSIT TO THE ENDOWMENT FROM THE GREAT FISH COMMUNITY CHALLENGE
2020
$15K
PUBLIC, SOCIETAL BENEFIT
2020
$15K
GENERAL OPERATING SUPPORT
2020
$15K
PROGRAM SUPPORT
2020
$11K
CHARITABLE FOUNDATION
2020
$11K
TO FURTHER EXEMPT PURPOSE
2020
$10K
GENERAL SUPPORT
2020
$10K
Schedule Attached
2020
$8K
THE GREAT FISH COMMUNITY CHALLENGE
2020
$8K
PHILANTHROPY, BUILD ENDOWMENTS, AND HELP DONORS AND NONPROFIT ORGANIZATIONS BENEFIT COMMUNITY
2020
$7K
PROGRAMS AND OPERATIONS
2020
$7K
OPERATING FUNDS
2020
$7K
GREAT FISH COMMUNITY CHALLENGE
2020
$5K
Circle of Giving no goods or services rec'd
2020
$4K
HRB Corporate Board Matching Gift Program
2020
$3K
NONPROFIT DEVELOPMENT PROGRAM
2020
$3K
GENRERAL AND UNRESTRICTED
2020
$2K
ALL GRANTS AND CONTRIBUTIONS ARE FOR THE DONEE'S UNRESTRICTED USE IN THEIR CHARITY
2020
$2K
TO PROVIDE FUNDING TO THE DAY OF GIVING AND UNITY TO HELP NON-PROFITS RESPOND TO COVID-19 CRISIS
2020
$1K
GENERAL CHARITABLE FOUNDATION
2020
$1K
UNRESTRICTED FUNDS FOR BIG BROTHERS BIG SISTERS
2020
$94K
PUBLIC, SOCIETAL BENEFIT
2019
$85K
GENERAL SUPPORT
2019

Funded by

$19.0M from 81 funders · 229 grants · 2017–2024

Donor Advised Charitable Giving Inc

$7.9M · 7 grants · 2017–2023

Fidelity Investments Charitable Gift Fund

$3.2M · 8 grants · 2017–2023

Agl Foundation

$2.1M · 6 grants · 2020–2023

Manatee Community Foundation Inc

$410K · 2 grants · 2022–2023

Bayne Foundation Inc

$362K · 5 grants · 2018–2023

Jewish Community Foundation Of San Diego

$300K · 2 grants · 2022–2023

Tamarack Foundation Inc

$254K · 6 grants · 2018–2024

Details

EIN810533002
NTEE codeT31
Subsection03
Ruling date2000-09
Formed2000
Employees5
Volunteers50
WHITEFISH COMMUNITY FOUNDATION INC — Mission, Financials & Grants Received | Grantivo