WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION (EIN 203135697) - Form 990 Financial Analysis & Trantor Score

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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

Tax Period

2023-07-01 to 2024-06-30

WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION, founded in 2005, is a small nonprofit in the Education sector that reported $202K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. Net assets of $930K represent 55 months of operating reserves.

Mission

PRIMARY EXEMPT PURPOSE - COMMUNITY BASED FOUNDATION CREATED TO PROVIDE SUPPLEMENT FUNDING TO ENHANCE EDUCATION OPPORTUNITIES, PROGRAMS AND STANDARDS WITHIN THE WHITEFISH MONTANA SCHOOL DISTRICT.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $113,816

Program Service Revenue $0

Investment Income $18,898

Other Revenue $69,313

TOTAL REVENUE $202,027

Expense Breakdown

Grants Paid $32,500

Salaries & Benefits $25,242

Fundraising Expenses $6,590

Program Expenses $186,106

Other Expenses $151,468

TOTAL EXPENSES $209,210

Year-over-Year Comparison

	2023	2022	Change
Revenue	$202,027	$366,864	-0.4%
Expenses	$209,210	$241,232	-0.1%
Net Income	$-7,183	$125,632	-1.1%

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

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

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

Total Directors

$22,917

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE KUNTZ	EXECUTIVE DIRECTOR	16.00	Director	$22,917	$0	$22,917
RUTH HARRISON	BOARD MEMBER	2.00	Director	$0	$0	$0
CAROLINE FRISBEE	BOARD MEMBER	2.00	Director	$0	$0	$0
JERRIE BOKSICH	BOARD MEMBER	2.00	Director	$0	$0	$0
NIKKI OAKS	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRIS ZIGNEGO	BOARD MEMBER	2.00	Director	$0	$0	$0
LENKA HRIVA	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVE MEANS	BOARD MEMBER	2.00	Director	$0	$0	$0
CYRUS HADIDI	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA VESETH	BOARD MEMBER	2.00	Director	$0	$0	$0
LUCIE SHEA	BOARD MEMBER	2.00	Director	$0	$0	$0
TIFFANY GOULD	BOARD DIRECTOR	2.00	Director	$0	$0	$0
LISA BLOOM	BOARD MEMBER	2.00	Director	$0	$0	$0
KARA HAUGEN	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA CALAWAY	PRESIDENT	2.00	Officer	$0	$0	$0
CHRISTINE ROSSI	VICE PRESIDENT	2.00	Officer	$0	$0	$0
DANELLE REISCH	TREASURER	2.00	Officer	$0	$0	$0
CHELSEA LEFCOURT	SECRETARY	2.00	Officer	$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
2025	No data	No data	No data	No data
2024	$202,027	$209,210	$930,451	$-7,183
2023	$366,864	$241,232	$896,485	$125,632
2022	$209,550	$145,636	$746,430	$63,914
2021	$190,183	$93,379	$760,478	$96,804
2020	$67,369	$52,324	$565,149	$15,045
2019	$97,796	$63,414	$564,676	$34,382
2018	$151,813	$97,596	$512,876	$54,217

WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION