Whitefish Legacy Partners Inc
- Assets
- $1.7m
- Revenue
- $824.5k
- Investments
- $0.0
- Employees
- 7
- Location
- Whitefish, MT
- Founding
- 12/2004
- Data as of
- 12/2021
- EIN
- 20-0674119
Organization Overview
Whitefish Legacy Partners Inc is located in Whitefish, MT. The organization was established in 2004. According to its NTEE Classification (C30) the organization is classified as: Natural Resources Conservation & Protection, under the broad grouping of Environment and related organizations. As of 12/2021, Whitefish Legacy Partners Inc employed 7 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Whitefish Legacy Partners Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Whitefish Legacy Partners Inc generated $824.5k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 8.5% each year. All expenses for the organization totaled $381.5k during the year ending 12/2021. While expenses have increased by 3.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO ENSURE CONSERVATION, RECREATION, AND EDUCATION ON THE LANDS AROUND WHITEFISH, MONTANA FOR FUTURE GENERATIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OPERATIONS & EDUCATION: WHITEFISH LEGACY PARTNERS WORKS AS THE COMMUNITY PARTNER AND CATALYST TO CREATE A NATURAL SURFACE TRAIL SYSTEM, KNOWN AS THE WHITEFISH TRAIL, ENCOMPASSING THE 13,000 ACRES OF STATE LANDS IN OUR STUNNING BACKYARD. OUR WORK PERMANENTLY PROTECTS AND CONNECTS THESE IMPORTANT LANDSCAPES, SUPPORTS THE GROWTH OF TOURISM AND THE LOCAL ECONOMY, AND ENGAGES THE LOCAL COMMUNITY THROUGH MUTUALLY BENEFICIAL AND SUSTAINABLE SOLUTIONS. WLP'S EDUCATION AND STEWARDSHIP PROGRAMS ON THE WHITEFISH TRAIL OFFER A UNIQUE OPPORTUNITY TO CULTIVATE CONNECTIONS BETWEEN OUR COMMUNITY, OUR NATURAL LANDS, AND OUR OUTDOOR HERITAGE. WHITEFISH LEGACY PARTNERS FACILITATES OUTINGS ON THE TRAIL AND WE STRIVE TO EDUCATE LOCALS, VISITORS, AND YOUTH ABOUT CONSERVATION AND THE INTERWOVEN ELEMENTS OF A THRIVING FOREST, SCENIC VIEWSHEDS, CLEAN WATER, CRITICAL WILDLIFE CORRIDORS, AND QUALITY RECREATION OPPORTUNITIES. EDUCATION AND STEWARDSHIP PROGRAMS ARE FUNDED 100% THROUGH WHITEFISH LEGACY PARTNERS ANNUAL OPERATIONS, GRANTS, AND PRIVATE FUNDRAISING EFFORTS.
CONSERVATION: OUR COMMUNITY CONSERVATION PROJECTS KNOWN LOCALLY AS SMITH LAKE LEGACY AND PLACES WORTH PROTECTING CREATE A LEGACY OF PERMANENT, PUBLIC ACCESS TO CLEAN WATER, WILDLIFE HABITAT, UNCLUTTERED VIEWS, HIGH QUALITY RECREATION, WORKING FORESTS. OUR WORK CREATES PERMANENT, PUBLIC ACCESS AND TRAILS IN SUSTAINABLE, WORKING FORESTS THROUGH A COMBINATION OF LICENSES, AGREEMENTS, EASEMENTS, LAND SWAPS, COMMUNITY FORESTS, COMMUNITY STEWARDSHIP, AND OTHER INNOVATIVE SOLUTIONS. OUR PLACES WORTH PROTECTING WORK IDENTIFIES OUR PRIORITY CONSERVATION STRATEGIES, DRIVES THE LEGALLY COMPLEX TRANSACTIONS, AND DIRECTS THE COMPLICATED FUNDING MECHANISMS AND OPPORTUNITIES. THE SMITH LAKE LEGACY EFFORTS WILL PROTECT AN ADDITIONAL 800 ACRES BY YEAR 2025.
RECREATION: THE WHITEFISH TRAIL IS OUR ANCHOR RECREATION PROJECT OFFERING A NON-MOTORIZED, MULTI-USE TRAIL NETWORK AND TRAILHEADS READILY ACCESSED FROM TOWN. THE TRAIL IS OPEN TO HIKERS, BIKERS, AND HORSE USERS AND IS COMPRISED OF STACKED LOOPS, SCENIC OVERLOOKS, SINGLE-TRACK TRAIL AND GATED LOGGING ROADS. OUR VISION IS TO CREATE A 55-MILE RECREATIONAL LOOP TRAIL AROUND WHITEFISH LAKE CONNECTING THE COMMUNITY OF WHITEFISH TO THE ADJACENT STATE AND FEDERAL LANDS. ONGOING OPERATIONS AND MAINTENANCE IS MANAGED THROUGH A PARTNERSHIP WITH THE CITY OF WHITEFISH AND IS FUNDED 100% THROUGH THE WT ENDOWMENT FUND AND WHITEFISH LEGACY PARTNERS. THE WHITEFISH TRAIL AND TRAILHEAD CONSTRUCTION TO CLOSE THE LOOP OF THE WHITEFISH TRAIL IS FUNDED THROUGH GRANTS AND MATCHING FUNDS RAISED BY WHITEFISH LEGACY PARTNERS. THE CLOSE THE LOOP EFFORTS WILL PLAN, DESIGN, AND FUND THE FINAL PHASES OF THE WHITEFISH TRAIL BY YEAR 2025.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Heidi Van Everen Executive Director | Officer | 40 | $67,509 |
Diane Conradi Nonvoting Director | Trustee | 0.45 | $15,000 |
Mike Jopek Chair | OfficerTrustee | 1.15 | $0 |
Reid Sabin Vice Chair | OfficerTrustee | 0.75 | $0 |
Fred Jones Secretary | OfficerTrustee | 0.9 | $0 |
Julie Baldridge Treasurer | OfficerTrustee | 0.8 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $34,050 |
| Related organizations | $0 |
| Government grants | $74,271 |
| All other contributions, gifts, grants, and similar amounts not included above | $680,365 |
| Noncash contributions included in lines 1a–1f | $60,828 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $788,686 |
| Total Program Service Revenue | $1,961 |
| Investment income | $8,067 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $24,486 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $1,256 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $824,456 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $67,509 |
| Compensation of current officers, directors, key employees. | $528 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $144,439 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $23,404 |
| Payroll taxes | $10,511 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,495 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $28,202 |
| Advertising and promotion | $254 |
| Office expenses | $10,301 |
| Information technology | $6,262 |
| Royalties | $0 |
| Occupancy | $12,655 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $5,964 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $3,844 |
| All other expenses | $10,927 |
| Total functional expenses | $381,461 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $205,239 |
| Savings and temporary cash investments | $1,312,270 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $180,003 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,697,512 |
| Accounts payable and accrued expenses | $1,060 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,060 |
| Net assets without donor restrictions | $1,696,452 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,697,512 |
Grants Recieved
Over the last fiscal year, we have identified 12 grants that Whitefish Legacy Partners Inc has recieved totaling $487,960.
| Awarding Organization | Amount |
|---|---|
Whitefish Community Foundation Inc Whitefish, MT PURPOSE: GENERAL SUPPORT | $231,407 |
Hall Halliburton Foundation Inc Whitefish, MT PURPOSE: SUPPORT | $200,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: ENVIRONMENTAL AND ANIMALS | $16,150 |
The High Stakes Foundation Missoula, MT PURPOSE: GENERAL SUPPORT | $15,000 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $10,073 |
The Kiita Foundation Phoenix, AZ PURPOSE: EDUCATION | $5,000 |
Endowment Analysis
| Beg. Balance | $43,448 |
| Earnings | $8,555 |
| Admin Expense | $379 |
| Ending Balance | $51,624 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Idaho Conservation League Inc Boise, ID | $7,842,765 | $3,577,511 |
Yellowstone To Yukon Conservation Initiative Bozeman, MT | $4,186,486 | $3,419,566 |
Muley Fanatic Foundation Of Wyoming Inc Green River, WY | $1,477,626 | $2,243,158 |
Wildland Firefighter Foundation Boise, ID | $4,563,249 | $2,968,585 |
Ecology Project International Missoula, MT | $4,110,685 | $862,174 |
Home Resource Missoula, MT | $3,240,079 | $1,256,759 |
Headwaters Resource Conservation And Development Area Inc Butte, MT | $5,696,045 | $1,614,818 |
Montana Association Of Conservation Districts Helena, MT | $835,726 | $1,085,544 |
Heart Of The Rockies Initiative Missoula, MT | $464,680 | $1,215,140 |
Montana Audubon Helena, MT | $3,168,959 | $1,979,314 |
Swan Valley Connections Condon, MT | $1,175,459 | $1,074,334 |
Bitter Root Resource Conservation And Development Area Incorporated Hamilton, MT | $214,191 | $828,659 |