WHITEFISH LEGACY PARTNERS INC

EIN: 200674119 501(c)(3) Environment

WHITEFISH, MT

Total Revenue
$2,515,854
Total Expenses
$911,218
Total Assets
$3,517,358
Net Assets
$3,503,055
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
MT
Principal Officer
REID SABIN
Phone
4068623880
Tax Period
2023-01-01 to 2023-12-31

WHITEFISH LEGACY PARTNERS INC, founded in 2003, is a community nonprofit in the Environment sector that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 127% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 64% operating margin.

Mission

TO ENSURE CONSERVATION, RECREATION, AND EDUCATION ON THE LANDS AROUND WHITEFISH, MONTANA FOR FUTURE GENERATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,410,623
Program Service Revenue $2,638
Investment Income $53,197
Other Revenue $49,396
TOTAL REVENUE $2,515,854

Expense Breakdown

Grants Paid $0
Salaries & Benefits $398,073
Fundraising Expenses $50,426
Program Expenses $837,500
Other Expenses $513,145
TOTAL EXPENSES $911,218

Year-over-Year Comparison

2023 2022 Change
Revenue $2,515,854 $1,108,280 +1.3%
Expenses $911,218 $930,952 0.0%
Net Income $1,604,636 $177,328 +8.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
7
Volunteers
176

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
5
$105,652
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MIKE JOPEK CHAIR 0.84
Officer Director
$0 $0 $0
REID SABIN VICE CHAIR 0.94
Officer Director
$0 $0 $0
JULIE BALDRIDGE TREASURER 0.92
Officer Director
$0 $0 $0
SOMER TREAT SECRETARY 0.92
Officer Director
$0 $0 $0
DIANE CONRADI NONVOTING DIRECTOR 0.53
Director
$0 $0 $0
LESLIE HUNT PAST CHAIR 0.53
Director
$0 $0 $0
MARISSA KEENAN DIRECTOR 0.53
Director
$0 $0 $0
MIKE MEADOR DIRECTOR 0.53
Director
$0 $0 $0
NICK POLUMBUS DIRECTOR 0.53
Director
$0 $0 $0
ERIN SABIN DIRECTOR 0.53
Director
$0 $0 $0
RACHEL SCHMIDT DIRECTOR 0.53
Director
$0 $0 $0
BECKY SMITH-POWELL DIRECTOR 0.53
Director
$0 $0 $0
HEIDI VAN EVEREN EXECUTIVE DIRECTOR 40.00
Officer
$94,992 $10,660 $105,652
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 No data No data No data No data
2023 $2,515,854 $911,218 $3,517,358 $1,604,636
2022 $1,108,280 $930,952 $1,913,634 $177,328
2021 $824,456 $381,461 $1,697,512 $442,995
2020 $594,138 $411,401 $1,285,260 $182,737
2019 $525,523 $402,059 $1,069,280 $123,464
2018 $512,044 $613,504 $919,533 $-101,460
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