Nonprofit · EIN 81-0533002
WHITEFISH COMMUNITY FOUNDATION INC
Tax-exempt · WHITEFISH, MT 59937
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $36,496,766 | $22,592,621 | $13,904,145 | $88,674,689 | $6,930,180 | $81,744,509 |
| December 31, 2024 | 990 | $20,160,627 | $15,776,882 | $4,383,745 | $67,617,403 | $5,145,817 | $62,471,586 |
| December 31, 2023 | 990 | $19,827,621 | $14,381,218 | $5,446,403 | $61,441,553 | $4,914,657 | $56,526,896 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $33,216,823
- Program service revenue
- $43,438
- Investment income
- $3,160,100
- Net gain from sales of assets
- $1,234,208
- Net income from fundraising events
- $64,405
- Other revenue
- $76,405
Expenses
- Grants and similar amounts paid
- $21,268,813
- Compensation of officers, directors and key employees
- $340,793
- Other salaries and wages
- $242,492
- Salaries, compensation and benefits (total)
- $712,094
- Professional fundraising fees
- $0
- Accounting fees
- $18,600
- Occupancy
- $13,554
- Depreciation
- $35,691
- Program services (functional)
- $22,257,286
- Management and general (functional)
- $194,636
- Fundraising (functional)
- $140,699
Balance sheet and other
- Total assets, start of year
- $67,617,403
- Total assets, end of year
- $88,674,689
- Total liabilities, end of year
- $6,930,180
- Net assets, end of year
- $81,744,509
- Land, buildings and equipment
- $1,121,782
- Publicly traded securities
- $73,661,931
- Net assets without donor restrictions
- $8,328,663
- Net assets with donor restrictions
- $73,415,846
- Gross receipts
- $56,335,882
- Employees
- 6
- Volunteers
- 45
- Year formed
- 2000
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALAN DAVIS | PRESIDENT Officer | 45 | $165,740 | $16,553 |
| DARIA PEREZ | CFO Officer | 45 | $142,420 | $21,052 |
| ARDYCE WHISLER | DIRECTOR Trustee or director | 3 | $0 | $0 |
| GREG GARRISON | BOARD CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| LINDA MAETZOLD | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JEFF ALLEN | DIRECTOR Trustee or director | 3 | $0 | $0 |
| SHERRY LESAR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURA GARBACZ | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MONICA PASTOR | DIRECTOR Trustee or director | 3 | $0 | $0 |
| GORDON CROSS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DOUG REED | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| JAMIE SHENNAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRENDEN CRAIG | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| STACY SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MAUREEN CASEY | DIRECTOR Trustee or director | 3 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAELI QUINN | DIRECTOR Trustee or director | 3 | $0 |
| LUCY SMITH | DIRECTOR Trustee or director | 5 | $0 |
| HANK RICKLEFS | DIRECTOR Trustee or director | 3 | $0 |
| BETSY BAYNE | DIRECTOR Trustee or director | 4 | $0 |
990 for the year ended December 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALAN DAVIS | PRESIDENT Officer | 45 | $156,500 | $13,095 |
| DARIA PEREZ | CFO Officer | 45 | $134,500 | $12,435 |
| ARDYCE WHISLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG GARRISON | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LINDA MAETZOLD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAROL ATKINSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JEFF ALLEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SHERRY LESAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURA GARBACZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MONICA PASTOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GORDON CROSS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOUG REED | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JAMIE SHENNAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRENDEN CRAIG | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JOHN WITT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STACY SMITH | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MAUREEN CASEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CAELI QUINN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| LUCY SMITH | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| HANK RICKLEFS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| BETSY BAYNE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALAN DAVIS | PRESIDENT Officer | 45 | $134,500 | $12,035 |
| DARIA PEREZ | CFO Officer | 45 | $123,500 | $11,705 |
| LINDA ENGH-GRADY | PAST PRESIDENT Officer | 2 | $5,950 | $179 |
| ARDYCE WHISLER | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GREG GARRISON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LINDA MAETZOLD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAROL ATKINSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN COLLINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF ALLEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SHERRY LESAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANICE CASE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MONICA PASTOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GORDON CROSS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOUG REED | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMIE SHENNAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRENDEN CRAIG | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KEN WESSELS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN WITT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MAUREEN CASEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CAELI QUINN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| LUCY SMITH | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| HANK RICKLEFS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| BETSY BAYNE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1060, WHITEFISH, MT 59937-1060
- In care of
- % DAVID D STEWART
- Principal officer (990 for 2025)
- DOUG REED, PO BOX 1060, WHITEFISH, MT 599371060
- Signed the 990
- DOUG REED, BOARD CHAIR
- Phone
- (406) 863-1781
- Return prepared by
- JUNKERMIERCLARKCAMPANELLASTEVENSPC
Mission
THE WHITEFISH COMMUNITY FOUNDATION IS DEDICATED TO FOSTERING PHILANTHROPY, BUILDING ENDOWMENTS, AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY.
Program accomplishments
- WCF GRANT PROGRAMS: AWARDED GRANTS TOTALING $1,307,115 TO 93 LOCAL ORGANIZATIONS THAT SUPPORT ARTS & CULTURE, HEALTH & HUMAN SERVICES, EDUCATION, SPORTS & RECREATION, CONSERVATION AND CIVIC ACTIVITIES, INCLUDING 6 MAJOR GRANTS TOTALING $430,000. WCF ALSO AWARDED EMERGENCY GRANTS TOTALING $211,473, INCLUDING $199,768 TO LOCAL FOOD PANTRIES FOR FOOD PURCHASE WHEN SNAP BENEFITS WERE PAUSED. THE KIDS FUND, WHICH FUNDS IMPACTFUL PROGRAMS FOR FLATHEAD VALLEY CHILDREN WHO ARE OR ARE AT RISK OF BECOMING HOMELESS AWARDED 6 GRANTS TOTALING $210,000 TO LOCAL YOUTH ORGANIZATIONS.Expenses $1,448,923 · grants $1,307,115
- GREAT FISH COMMUNITY CHALLENGE: A FOUR-WEEK LONG FUNDRAISING CAMPAIGN WHICH HELPED 85 NONPROFITS RAISE OVER $6.7M FROM 4300 DONORS AND THE FOUNDATION AWARDED AN ADDITIONAL $1.4M IN MATCHING GRANTS PLUS $59,500 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 $400,000.Expenses $8,538,551 · grants $8,106,585
- 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 $11.6M TO CHARITABLE ORGANIZATIONS AND PROVIDED $255K IN PROGRAM SUPPORT TO THE ORGANIZATION THROUGH ADMINISTRATIVE FEES.Expenses $11,633,987 · grants $11,391,855 · revenue $43,438
- NONPROFIT DEVELOPMENT PARTNERSHIP PROGRAM (NPDP): OFFERED 9 FREE WORKSHOPS AND LEARNING OPPORTUNITIES, REACHING 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 2025 THIS PROGRAM AWARDED 14 GRANTS TOTALING $24,279 TO HELP FUND THE PURCHASE OF ACCOUNTING AND DONOR DATABASE SOFTWARE PROGRAMS, AND CONSULTANTS TO ASSIST WITH CAPACITY BUILDING AND STRATEGIC PLANNING.Expenses $77,125 · grants $24,279
- NONPROFIT ENDOWMENT FUNDS: HELD AND ADMINISTERED 43 ENDOWMENT FUNDS TOTALING OVER $24.7M FOR LOCAL AREA NONPROFITS AND PAID OUT ENDOWMENT DISTRIBUTIONS WHICH PROVIDED $438,980 IN OPERATING SUPPORT FOR THE RECIPIENT ORGANIZATIONS.Expenses $558,700 · grants $438,980
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0533002
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $88,674,689
- Income (IRS master file)
- $56,335,882
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $36,496,766 | $22,592,621 | $88,674,689 | XML |
| 990 | December 2024 | $20,160,627 | $15,776,882 | $67,617,403 | XML |
| 990 | December 2023 | $19,827,621 | $14,381,218 | $61,441,553 | XML |
| 990 | December 2022 | $14,279,734 | $11,807,593 | $51,543,713 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0533002).
Questions about WHITEFISH COMMUNITY FOUNDATION INC
- What is the EIN of WHITEFISH COMMUNITY FOUNDATION INC?
- The employer identification number (EIN) of WHITEFISH COMMUNITY FOUNDATION INC is 81-0533002.
- Is WHITEFISH COMMUNITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to WHITEFISH COMMUNITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHITEFISH COMMUNITY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WHITEFISH COMMUNITY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHITEFISH COMMUNITY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WHITEFISH COMMUNITY FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names DOUG REED.
- Who are the officers and directors of WHITEFISH COMMUNITY FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 19 people; 2 received compensation from the organization, the highest $165,740 (ALAN DAVIS, PRESIDENT).
- How much revenue does WHITEFISH COMMUNITY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $36,496,766, expenses of $22,592,621 and total assets of $88,674,689 at year end.
Other nonprofits in WHITEFISH
- BARACKER FLYNN FOUNDATION EIN 93-3464181 · last filed 990-PF for 2024
- BAYNE FOUNDATION INC EIN 46-1579882 · last filed 990-PF for 2025
- ANGORA RIDGE FOUNDATION INC EIN 20-1674794 · last filed 990-PF for 2025
- DON K FAMILY FOUNDATION EIN 88-4272489 · last filed 990-PF for 2024
- COLT FAMILY FOUNDATION MONTANA EIN 39-5125913 · last filed 990-PF for 2025
- TAMARACK FOUNDATION INC EIN 84-1519358 · last filed 990-PF for 2025
- FLATHEAD AREA MOUNTAIN BIKERS INC EIN 20-3745517 · last filed 990 for 2024
- JAMES & CK COLES FOUNDATION EIN 26-1501605 · last filed 990-PF for 2025
All nonprofits in WHITEFISH · Montana · Philanthropy, voluntarism and grantmaking foundations