TOTAL REVENUE - FISCAL 2025
$36,496,766
Up 81.0% from $20,160,627 in fiscal 2024.
Whitefish Community Foundation Inc
Whitefish, Montana - EIN 81-0533002 - Latest filing: fiscal 2025 (Jan 1, 2025 - Dec 31, 2025)
HOW TO READ THIS PAGE
How to read this page: every figure below is from the fiscal-2025 Form 990, filed Aug 11, 2026. People named below are shown as reported on the fiscal-2025 Form 990, filed Aug 11, 2026 - the filing is a snapshot of that fiscal year, not a list of current officeholders.
THE FILING IN ONE PARAGRAPH
Whitefish Community Foundation Inc reported $36,496,766 in revenue and $22,592,621 in expenses in fiscal 2025, a surplus of $13,904,145 for the year. Program services took $22,257,286 of expenses, or 98.5%. The organization closed the year with $81,744,509 in net assets - about 43.4 months of expenses at the fiscal-2025 spending level.
At a Glance - Fiscal 2025
All values are fiscal 2025 unless a tile says otherwise.
TOTAL EXPENSES - FISCAL 2025
$22,592,621
Revenue minus expenses: $13,904,145 in fiscal 2025.
PROGRAM EXPENSE SHARE - FISCAL 2025
98.5%
$22,257,286 of $22,592,621 went to program services.
NET ASSETS - END OF FISCAL 2025
$81,744,509
Total assets $88,674,689 minus total liabilities $6,930,180.
TOP EXECUTIVE PAY - FISCAL 2025
$182,293
Alan Davis, President, as reported on the fiscal-2025 Form 990, filed Aug 11, 2026. Total across all compensation columns.
PEOPLE REPORTED - FISCAL 2025
6 Employees
Plus 45 volunteers reported on the fiscal-2025 Form 990.
Money In, Money Out - Fiscal 2025
Revenue and expenses as reported on the fiscal-2025 Form 990, filed Aug 11, 2026. Donated goods are separated from cash so food and supply donations do not read as cash income.
Where the Money Went - Fiscal 2025
Management and general is the figure reported on the filing (Part IX total); where a filing does not carry it, it is computed as the residual of total expenses minus program and fundraising expenses. Cost to raise a dollar in fiscal 2025: $0.00 - $140,699 in fundraising expenses divided by $33,216,823 in total contributions. On cash contributions only: $0.01.
Where the Money Came From - Fiscal 2025
| Source | Fiscal 2025 |
|---|---|
| Total Contributions | $33,216,823 |
| Of Which Cash Contributions | $18,786,706 |
| Of Which Donated Goods (Noncash) | $14,430,117 |
| All Other Contributions | $33,216,823 |
| Program Service Revenue | $43,438 |
| Investment Income | $3,160,100 |
| Other Revenue | $76,405 |
| Total Revenue (All Sources) | $36,496,766 |
Government Grants - Not Broken Out
The fiscal-2025 Form 990 does not break out government grants as a separate line for this organization. This page shows Not Broken Out instead of estimating a figure.
The fiscal-2025 Form 990 does not break out government grants as a separate line for this organization. This page shows Not Broken Out instead of estimating a figure.
Donated Goods Are a Large Share Here
For this organization, donated goods were $14,430,117 of $33,216,823 in contributions in fiscal 2025 - a large share of reported contributions is goods valued in dollars, not cash. The cash and noncash split is shown above, and any cost-to-raise-a-dollar figure is shown both ways.
Reserves and Balance Sheet - Fiscal 2025
Reserves and Runway
43.4 Months
of reserves - $81,744,509 in net assets at the end of fiscal 2025, divided by average monthly expenses of about $1,882,718 in fiscal 2025.
Net assets can include donor-restricted funds, buildings and other assets that cannot be spent like cash. Treat months of reserves as a scale measure, not as cash in the bank.
Balance Sheet - End of Fiscal 2025
| Total Assets | $88,674,689 |
| Total Liabilities | $6,930,180 |
| Liabilities as Share of Assets | 7.8% |
| Net Assets | $81,744,509 |
Leadership Pay - Fiscal 2025
Pay is the summed total across all compensation columns on the Form 990 - pay from the organization, pay from related organizations, and other compensation. People are shown as reported on the fiscal-2025 Form 990, filed Aug 11, 2026.
| Name and Title, as Reported | Total Pay - Fiscal 2025 | Share of Expenses |
|---|---|---|
| Alan Davis - President | $182,293 | 0.81% |
| Daria Perez - CFO | $163,472 | 0.72% |
The full Part VII table lists every officer, director, trustee and key employee named on the filing, with hours and the same summed total. Compensation is reported for the calendar year ending within the fiscal year, per the Form 990.
Board and Governance - Fiscal 2025
Board and policy answers as reported on the fiscal-2025 Form 990, filed Aug 11, 2026.
Board Roster - as Reported on the Fiscal-2025 Form 990
17 voting members, 17 independent - independence count as reported on the fiscal-2025 Form 990.
| Name, as Reported | Role, as Reported |
|---|---|
| Alan Davis | President |
| Daria Perez | CFO |
| Ardyce Whisler | Director |
| Greg Garrison | Board Chair |
| Linda Maetzold | Director |
| Jeff Allen | Director |
| Sherry Lesar | Director |
| Laura Garbacz | Director |
| Monica Pastor | Director |
| Gordon Cross | Director |
| Doug Reed | Vice Chair |
| Jamie Shennan | Director |
| Brenden Craig | Treasurer |
| Stacy Smith | Director |
| Maureen Casey | Director |
| Caeli Quinn | Director |
| Lucy Smith | Director |
| Hank Ricklefs | Director |
| Betsy Bayne | Director |
Governance Policy Flags - Fiscal 2025
Conflict of Interest PolicyYes - Reported
Whistleblower PolicyYes - Reported
Document Retention PolicyYes - Reported
Audited Financial StatementsYes - Reported
Audit CommitteeYes - Reported
Board Size and Independence17 voting / 17 independent
Flags report what the organization answered on the Form 990. A Yes means the policy was reported on the filing; it is not an outside review of how the policy works in practice.
Grants - Fiscal 2025
Grants Made - Fiscal 2025
This organization reported $21,268,813 in grants paid in fiscal 2025.
| Recipient, as Reported | Amount |
|---|---|
| Abundant Montana GENERAL SUPPORT | $15,600 |
| ACLU Of Montana Foundation Inc GENERAL SUPPORT | $80,000 |
| Alano Club Of Kalispell GENERAL SUPPORT | $206,280 |
| All Saints Day School GENERAL SUPPORT | $55,000 |
| Alpine Theatre Project GENERAL SUPPORT | $152,799 |
| Amazing Place Music GENERAL SUPPORT | $64,229 |
| Backpack Assistance Program GENERAL SUPPORT | $128,354 |
| Big Brothers Big Sisters Of Northwest Montana GENERAL SUPPORT | $48,926 |
| Bigfork Art And Cultural Center GENERAL SUPPORT | $119,862 |
| Bigfork Food Bank GENERAL SUPPORT | $117,445 |
| Bigfork Youth Baseball Association GENERAL SUPPORT | $40,000 |
| Blaine County Education Foundation GENERAL SUPPORT | $25,300 |
| Bob Marshall Wilderness Foundation GENERAL SUPPORT | $130,231 |
| Bold Visions Conservation GENERAL SUPPORT | $25,000 |
| Boys And Girls Club Of Glacier Country GENERAL SUPPORT | $67,380 |
| Brentwood Baptist Church GENERAL SUPPORT | $8,000 |
| Caltech GENERAL SUPPORT | $20,000 |
| Casa For Kids Inc GENERAL SUPPORT | $234,415 |
| Casa Of Lincoln County GENERAL SUPPORT | $7,000 |
| Center For Restorative Youth Justice GENERAL SUPPORT | $132,692 |
| Child Bridge GENERAL SUPPORT | $327,600 |
| Children'S House Montessori School GENERAL SUPPORT | $46,170 |
| Children'S Oncology Camp Foundation GENERAL SUPPORT | $14,800 |
| Christ Church Episcopal GENERAL SUPPORT | $15,000 |
| Citizens For A Better Flathead GENERAL SUPPORT | $77,500 |
| City Of Hope GENERAL SUPPORT | $100,000 |
| City Of Whitefish GENERAL SUPPORT | $11,000 |
| Cleveland International Classical Guitar Festival Inc GENERAL SUPPORT | $7,000 |
| Climate Ride Inc GENERAL SUPPORT | $7,000 |
| Climate Smart Glacier Country GENERAL SUPPORT | $5,250 |
| Code Girls United GENERAL SUPPORT | $71,295 |
| Columbia Falls Academic Foundation GENERAL SUPPORT | $15,000 |
| Columbia Falls Community Market GENERAL SUPPORT | $15,018 |
| Columbia Falls Food Bank GENERAL SUPPORT | $6,000 |
| Columbia Falls Kids Foundation GENERAL SUPPORT | $155,000 |
| Community Foundation For A Better Bigfork GENERAL SUPPORT | $52,500 |
| Conrad Mansion Directors Inc GENERAL SUPPORT | $56,217 |
| Conservation International Foundation GENERAL SUPPORT | $150,000 |
| Cornell University GENERAL SUPPORT | $10,000 |
| Creston Firefighter'S Association GENERAL SUPPORT | $50,475 |
| Curators Of The University Of Missouri Special Trust GENERAL SUPPORT | $15,000 |
| Discovery Developmental Center GENERAL SUPPORT | $32,198 |
| Dream Adaptive Recreation SKI PROGRAM, GENERAL SUPPORT | $831,411 |
| Driving Hope GENERAL SUPPORT | $81,070 |
| Earthjustice GENERAL SUPPORT | $55,500 |
| Eastlake Church GENERAL SUPPORT | $5,500 |
| Evergreen School District GENERAL SUPPORT | $8,000 |
| Fast Blackfeet GENERAL SUPPORT | $332,225 |
| First Presbyterian Church GENERAL SUPPORT | $5,387 |
| Flathead 4-H Foundation GENERAL SUPPORT | $67,730 |
| Flathead Area Mountain Bikers GENERAL SUPPORT | $64,863 |
| Flathead Audubon Society GENERAL SUPPORT | $72,242 |
| Flathead County Fairgrounds Heritage Preservation Foundation GENERAL SUPPORT | $10,000 |
| Flathead County Search And Rescue Association GENERAL SUPPORT | $10,000 |
| Flathead County Sheriff'S Posse GENERAL SUPPORT | $34,245 |
| Flathead Food Bank GENERAL SUPPORT | $170,182 |
| Flathead Industries GENERAL SUPPORT | $49,516 |
| Flathead K9 Foundation GENERAL SUPPORT | $7,500 |
| Flathead Land Trust GENERAL SUPPORT | $137,519 |
| Flathead Library Foundation GENERAL SUPPORT | $103,778 |
| Flathead Rapids Youth Soccer STORAGE BUILDING, GENERAL SUPPORT | $24,897 |
| Flathead Rivers Alliance GENERAL SUPPORT | $55,211 |
| Flathead Senior Living Community Inc GENERAL SUPPORT | $5,392 |
| Flathead Valley Community College Foundation SCHOLARSHIP FUNDS, GENERAL SUPPORT | $188,103 |
| Flathead Valley Ski Education Foundation FIELDTRIPS, 5TH GRADE SEASON PASS PROGRAM, GENERAL SUPPORT | $125,941 |
| Flathead Valley United Soccer Club GENERAL SUPPORT | $56,305 |
| Flathead Warming Center GENERAL SUPPORT | $207,597 |
| Flathead Youth Home GENERAL SUPPORT | $113,934 |
| Food For The Poor GENERAL SUPPORT | $15,000 |
| For The Children Inc GENERAL SUPPORT | $55,000 |
| Foys To Blacktail Trails GENERAL SUPPORT | $63,236 |
| Friends Of Montana PBS GENERAL SUPPORT | $5,850 |
| Friends Of The Flathead Avalanche Center GENERAL SUPPORT | $69,869 |
| Gateway To Glacier Trail GENERAL SUPPORT | $62,922 |
| Girls On The Run Western Montana GENERAL SUPPORT | $14,000 |
| Glacer Queer Alliance GENERAL SUPPORT | $10,000 |
| Glacier Art Museum GENERAL SUPPORT | $61,245 |
| Glacier Hockey Association GENERAL SUPPORT | $29,459 |
| Glacier Institute GENERAL SUPPORT | $103,905 |
| Glacier National Park Conservancy GENERAL SUPPORT | $154,160 |
| Glacier Nordic Club GENERAL SUPPORT | $165,760 |
| Glacier Skate Academy GENERAL SUPPORT | $44,686 |
| Glacier Symphony & Chorale GENERAL SUPPORT | $137,276 |
| Glacier Twins American Legion Baseball GENERAL SUPPORT | $6,000 |
| Good Grief Group GENERAL SUPPORT | $58,320 |
| Habitat For Humanity Of Flathead Valley GENERAL SUPPORT | $138,822 |
| Hayden Canyon Charter School Foundation GENERAL SUPPORT | $20,000 |
| Heart Of The Rockies Initiative GENERAL SUPPORT | $17,500 |
| Hemingway Parents Auxiliary GENERAL SUPPORT | $7,500 |
| Higher Ground Sun Valley Inc GENERAL SUPPORT | $6,000 |
| Hoover Institution At Stanford University GENERAL SUPPORT | $10,000 |
| Housing Whitefish GENERAL SUPPORT | $68,545 |
| Humane Society Of Nw Montana GENERAL SUPPORT | $185,572 |
| Idaho Basecamp GENERAL SUPPORT | $7,500 |
| Immanuel Foundation GENERAL SUPPORT | $89,456 |
| International Wildlife Coexistence Network GENERAL SUPPORT | $73,200 |
| Kalispell Education Foundation GENERAL SUPPORT | $213,469 |
| Kalispell School District GENERAL SUPPORT | $45,500 |
| Kootenai Winter Sports Ski Education Foundation GENERAL SUPPORT | $8,500 |
| Kukio Hoomana Fund GENERAL SUPPORT | $10,000 |
| Land To Hand GENERAL SUPPORT | $317,860 |
| Libby Food Pantry GENERAL SUPPORT | $10,000 |
| Lighthouse Christian Home FACILITY RENOVATION, GENERAL SUPPORT | $171,581 |
| Logan Health - Whitefish Foundation GENERAL SUPPORT | $50,948 |
| Logan Health Foundation GENERAL SUPPORT | $91,613 |
| Lucile Packard Foundation For Children'S Health GENERAL SUPPORT | $25,000 |
| Mayo Clinic GENERAL SUPPORT | $200,000 |
| Miracle League Of Northwest Montana GENERAL SUPPORT | $60,300 |
| Montana Abortion Access Program GENERAL SUPPORT | $10,000 |
| Montana Conservation Corps GENERAL SUPPORT | $72,755 |
| Montana Conservation Voters Education Fund GENERAL SUPPORT | $56,250 |
| Montana Environmental Information Center GENERAL SUPPORT | $19,750 |
| Montana Equestrian Events GENERAL SUPPORT | $11,000 |
| Montana Free Press GENERAL SUPPORT | $22,500 |
| Montana Historical Society GENERAL SUPPORT | $50,000 |
| Montana Kayak Academy GENERAL SUPPORT | $46,746 |
| Montana Land Reliance GENERAL SUPPORT | $28,250 |
| Montana Pediatrics GENERAL SUPPORT | $117,750 |
| Montana Public Radio (The University Of Montana) GENERAL SUPPORT | $11,750 |
| Montana State Parks Foundation GENERAL SUPPORT | $12,500 |
| Montana Wild Wings Recovery Center GENERAL SUPPORT | $7,000 |
| Montana Youth Diabetes Alliance GENERAL SUPPORT | $40,724 |
| My Glaicer Village GENERAL SUPPORT | $52,274 |
| Nate Chute Foundation GENERAL SUPPORT | $357,726 |
| National Forest Foundation GENERAL SUPPORT | $10,500 |
| Natural Resources Defense Council GENERAL SUPPORT | $28,500 |
| Nature Conservancy Of Montana GENERAL SUPPORT | $27,235 |
| Neighborworks Montana GENERAL SUPPORT | $33,400 |
| North Valley Food Bank GENERAL SUPPORT | $509,360 |
| North Valley Music School GENERAL SUPPORT | $402,479 |
| Northwest Lacrosse Association GENERAL SUPPORT | $6,667 |
| Northwest Montana Community Land Trust GENERAL SUPPORT | $126,300 |
| Northwest Montana History Museum GENERAL SUPPORT | $50,820 |
| Northwest Montana United Way GENERAL SUPPORT | $100,060 |
| Northwest Montana Veterans Stand Down & Food Pantry GENERAL SUPPORT | $22,500 |
| Oregon Health & Science Foundation GENERAL SUPPORT | $15,000 |
| Our Children'S Trust GENERAL SUPPORT | $11,000 |
| Outdoor Community Partners GENERAL SUPPORT | $6,000 |
| Palos Verdes Peninsula Land Conservancy GENERAL SUPPORT | $15,000 |
| Pasadena Community Foundation GENERAL SUPPORT | $20,000 |
| Pioneer Montessori School GENERAL SUPPORT | $10,000 |
| Planned Parenthood Of Montana GENERAL SUPPORT | $12,000 |
| Postpartum Resource Group GENERAL SUPPORT | $8,000 |
| Project Whitefish Kids GENERAL SUPPORT | $139,159 |
| Samaritan House GENERAL SUPPORT | $821,682 |
| Shepherd'S Hand Clinic GENERAL SUPPORT | $153,211 |
| Silicon Valley Community Foundation GENERAL SUPPORT | $200,000 |
| Sparrow'S Nest Of Nw Mt FACILITY RENOVATION, GENERAL SUPPORT | $207,295 |
| Stumptown Art Studio EQUIPMENT NEEDS, GENERAL SUPPORT | $53,866 |
| Sun Valley Community School GENERAL SUPPORT | $50,000 |
| Tamarack Grief Resource Center GENERAL SUPPORT | $32,399 |
| Team Agape-Kenya GENERAL SUPPORT | $34,750 |
| Tentmakers Ministry GENERAL SUPPORT | $25,000 |
| The Hill School GENERAL SUPPORT | $10,000 |
| The Making Place GENERAL SUPPORT | $9,500 |
| The Nurturing Center GENERAL SUPPORT | $37,252 |
| The Salvation Army GENERAL SUPPORT | $7,000 |
| The Skola GENERAL SUPPORT | $50,000 |
| The Vital Ground Foundation Inc GRIZZLY HABITAT, GENERAL SUPPORT | $16,750 |
| Theodore Roosevelt Presidential Library Foundation GENERAL SUPPORT | $1,000,000 |
| Trout Unlimited GENERAL SUPPORT | $19,485 |
| Turning Point USA GENERAL SUPPORT | $500,000 |
| Two Bear Therapeutic Riding Center GENERAL SUPPORT | $69,034 |
| Uc Davis Foundation GENERAL SUPPORT | $9,500 |
| Univeristy Of Montana Foundation GENERAL SUPPORT | $37,250 |
| Ushirika Foundation GENERAL SUPPORT | $12,400 |
| Valley Neighbors Of The Flathead GENERAL SUPPORT | $100,975 |
| Violence Free Crisis Line - Abbie Shelter FACILITY UPGRADE, GENERAL SUPPORT | $239,379 |
| Wags And Walks GENERAL SUPPORT | $10,000 |
| Warrior Movement GENERAL SUPPORT | $25,000 |
| Well Montana GENERAL SUPPORT | $9,000 |
| West Kootenai Fire Protection Company GENERAL SUPPORT | $14,347 |
| West Shore Food Bank GENERAL SUPPORT | $107,981 |
| Western Environtmental Law Center GENERAL SUPPORT | $5,500 |
| Whitefish Chamber Of Commerce GENERAL SUPPORT | $10,000 |
| Whitefish Community Center EQUIPMENT NEEDS, GENERAL SUPPORT | $74,440 |
| Whitefish Community Library GENERAL SUPPORT | $5,834 |
| Whitefish Community School GENERAL SUPPORT | $9,137 |
| Whitefish Dog Park GENERAL SUPPORT | $73,169 |
| Whitefish Education Foundation GENERAL SUPPORT | $142,510 |
| Whitefish Fire Fighters Association EQUIPMENT NEEDS, GENERAL SUPPORT | $65,395 |
| Whitefish Lake Institute RESEARCH PROGRAMS, GENERAL SUPPORT | $88,806 |
| Whitefish Legacy Partners GENERAL SUPPORT | $342,080 |
| Whitefish Library Association COMPUTERS, GENERAL SUPPORT | $20,313 |
| Whitefish Review GENERAL SUPPORT | $65,956 |
| Whitefish School District #44 GENERAL SUPPORT | $37,062 |
| Whitefish Theatre Company GENERAL SUPPORT | $141,892 |
| Whitefish United Methodist Church GENERAL SUPPORT | $20,000 |
| Whitefish Veterans Support Team GENERAL SUPPORT | $76,409 |
| Whitefish Winter Carnival GENERAL SUPPORT | $6,300 |
| Wild Montana GENERAL SUPPORT | $182,750 |
| Wings Regional Cancer Support Inc GENERAL SUPPORT | $44,645 |
| Wolf Connection GENERAL SUPPORT | $10,000 |
| World Wildlife Fund GENERAL SUPPORT | $10,000 |
| Writing Coaches Of Montana GENERAL SUPPORT | $44,734 |
Trend - Revenue
Years are shown only where a filing is held. Missing years are absent, never filled in.
| Fiscal Year | Revenue | Change |
|---|---|---|
| Fiscal 2024 (Prior-Year Column on the Fiscal-2025 Filing) | $20,160,627 | - |
| Fiscal 2025 | $36,496,766 | +81.0% |
This table grows to a 10-year view (revenue, expenses, net assets and top pay) as earlier filings for this organization are added to the record. Missing years are absent, never filled in.
Filings on Record
| Tax Period | Form | Status | Source |
|---|---|---|---|
| Jan 1, 2025 - Dec 31, 2025 | Form 990 | In Force - Filed Aug 11, 2026 | Original Filing at the IRS |
If an amended return is filed, the newest amended return supersedes the earlier one and the table marks which filing is in force.