WHITEFISH COMMUNITY FOUNDATION INC (EIN 810533002) - 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

2000

Legal Domicile

Principal Officer

GREG GARRISON

Phone

4068631781

Tax Period

2024-01-01 to 2024-12-31

WHITEFISH COMMUNITY FOUNDATION INC, founded in 2000, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $20.2M in total revenue in fiscal year 2024. The organization ran a surplus of $4.4M, a strong 22% operating margin.

Mission

THE WHITEFISH COMMUNITY FOUNDATION IS DEDICATED TO ENRICH THE QUALITY OF LIFE IN THE FLATHEAD VALLEY BY FOSTERING PHILANTHROPY, BUILDING ENDOWMENTS, AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $16,852,403

Program Service Revenue $30,532

Investment Income $3,210,828

Other Revenue $66,864

TOTAL REVENUE $20,160,627

Expense Breakdown

Grants Paid $14,637,515

Salaries & Benefits $602,465

Fundraising Expenses $109,772

Program Expenses $15,528,392

Other Expenses $536,902

TOTAL EXPENSES $15,776,882

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,160,627	$19,827,621	+0.0%
Expenses	$15,776,882	$14,381,218	+0.1%
Net Income	$4,383,745	$5,446,403	-0.2%

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

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

$316,530

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARDYCE WHISLER	DIRECTOR	1.00	Director	$0	$0	$0
GREG GARRISON	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
LINDA MAETZOLD	DIRECTOR	2.00	Director	$0	$0	$0
CAROL ATKINSON	DIRECTOR	0.50	Director	$0	$0	$0
JEFF ALLEN	DIRECTOR	0.50	Director	$0	$0	$0
SHERRY LESAR	DIRECTOR	1.00	Director	$0	$0	$0
LAURA GARBACZ	DIRECTOR	0.50	Director	$0	$0	$0
MONICA PASTOR	DIRECTOR	1.00	Director	$0	$0	$0
GORDON CROSS	DIRECTOR	1.00	Director	$0	$0	$0
DOUG REED	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JAMIE SHENNAN	DIRECTOR	1.00	Director	$0	$0	$0
BRENDEN CRAIG	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN WITT	DIRECTOR	1.00	Director	$0	$0	$0
STACY SMITH	DIRECTOR	0.50	Director	$0	$0	$0
MAUREEN CASEY	DIRECTOR	0.50	Director	$0	$0	$0
CAELI QUINN	DIRECTOR	0.50	Director	$0	$0	$0
LUCY SMITH	DIRECTOR	0.50	Director	$0	$0	$0
HANK RICKLEFS	DIRECTOR	0.50	Director	$0	$0	$0
BETSY BAYNE	DIRECTOR	0.50	Director	$0	$0	$0
ALAN DAVIS	PRESIDENT	45.00	Officer	$156,500	$13,095	$169,595
DARIA PEREZ	CFO	45.00	Officer	$134,500	$12,435	$146,935

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	$20,160,627	$15,776,882	$67,617,403	$4,383,745
2023	$19,827,621	$14,381,218	$61,441,553	$5,446,403
2022	$14,279,734	$11,807,593	$51,543,713	$2,472,141
2021	$19,214,103	$10,144,430	$55,891,446	$9,069,673
2020	$10,602,801	$8,321,850	$41,798,554	$2,280,951
2019	$7,773,138	$6,267,347	$37,003,037	$1,505,791
2018	$12,288,538	$6,728,500	$31,164,034	$5,560,038

WHITEFISH COMMUNITY FOUNDATION INC