WHITEFISH LAKE INSTITUTE

EIN: 030556055 501(c)(3) Environment

WHITEFISH, MT

Total Revenue
$448,624
Total Expenses
$442,817
Total Assets
$2,171,575
Net Assets
$2,167,980
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
MT
Principal Officer
ANDY FEURY
Phone
4068624327
Tax Period
2024-01-01 to 2024-12-31

WHITEFISH LAKE INSTITUTE, founded in 2005, is a small nonprofit in the Environment sector that reported $449K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Net assets of $2.2M represent 58 months of operating reserves.

Mission

FOUNDED IN 2005, THE WHITEFISH LAKE INSTITUTE IS COMMITTED TO SCIENCE, EDUCATION, AND AQUATIC RESOURCE INITIATIVES TO PROTECT AND IMPROVE WHITEFISH LAKE AND WHITEFISH AREA WATER RESOURCES TODAY, WHILE PROVIDING A COLLECTIVE VISION FOR TOMORROW.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $157,919
Program Service Revenue $78,392
Investment Income $25,478
Other Revenue $186,835
TOTAL REVENUE $448,624

Expense Breakdown

Grants Paid $0
Salaries & Benefits $244,718
Fundraising Expenses $149
Program Expenses $420,307
Other Expenses $198,099
TOTAL EXPENSES $442,817

Year-over-Year Comparison

2024 2023 Change
Revenue $448,624 $497,396 -0.1%
Expenses $442,817 $461,044 0.0%
Net Income $5,807 $36,352 -0.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
N/A
Independent Members
10
Employees
4
Volunteers
60

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN AVERILL BOARD MEMBER 3.00
Director
$0 $0 $0
JOHN COLLINS SECRETARY/TR 3.00
Officer Director
$0 $0 $0
ANDY FEURY PRESIDENT 3.00
Officer Director
$0 $0 $0
JOHN MUHLFELD BOARD MEMBER 3.00
Director
$0 $0 $0
MONICA PASTOR BOARD MEMBER 3.00
Director
$0 $0 $0
DEBBIE PIERSON BOARD MEMBER 3.00
Director
$0 $0 $0
HANK RICKLEFS VICE PRESIDE 3.00
Officer Director
$0 $0 $0
MITCHELL ROBINSON BOARD MEMBER 3.00
Director
$0 $0 $0
CAMISHA SAWTELLE BOARD MEMBER 3.00
Director
$0 $0 $0
TODD VOTTELER BOARD MEMBER 3.00
Director
$0 $0 $0
JIM WILLIAMS BOARD MEMBER 3.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $448,624 $442,817 $2,171,575 $5,807
2023 $497,396 $461,044 $2,167,660 $36,352
2022 $492,082 $323,892 $2,128,780 $168,190
2021 $429,860 $337,872 $1,965,322 $91,988
2020 $370,135 $341,132 $1,875,277 $29,003
2019 $377,148 $345,254 $1,842,716 $31,894
2018 $447,494 $337,899 $1,807,524 $109,595
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