Whitefish Legacy Partners Inc
Whitefish Legacy Partners Inc shows strong financial growth and zero executive compensation.
EIN: 200674119 · Whitefish, MT · NTEE: C30 · Updated: 2026-03-28
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Whitefish Legacy Partners Inc is mapped to EIN 200674119.
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13 stored filing years available.
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| Metric | Value |
|---|---|
| Total Revenue | $1.7M |
| Total Expenses | $911K |
| Program Spending | 85% |
| Net Assets | $3.5M |
| Transparency Score | 92/100 |
Search Intent Cockpit
Whitefish Legacy Partners Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
Whitefish Legacy Partners Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Whitefish Legacy Partners Inc in one place.
Form 990 Filing Summary
13 filing years are available, with latest revenue of $2.5M and expenses of $911K.
Revenue and Expenses
Whitefish Legacy Partners Inc reported $2.5M in revenue and $911K in expenses, a surplus of $1.6M.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
92/100 mission score, 0 red flags, and 5 strengths are shown from structured and AI review.
Is Whitefish Legacy Partners Inc Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
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Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $775K (85%) |
Across stored filings, Whitefish Legacy Partners Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Appears Legitimate | Good filing record; no red flags identified |
| Mission spend | 85% to programs | Excellent |
| Financial durability | Grade A | 13 stored filing years |
| Peer context | Compare with Montana 4 H Foundation Inc | Montana and Environment context |
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Whitefish Legacy Partners Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Whitefish Legacy Partners Inc
Whitefish Legacy Partners Inc (EIN: 200674119) is a nonprofit organization based in Whitefish, MT, classified under NTEE code C30. The organization reported total revenue of $1.7M and total assets of $4.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Whitefish Legacy Partners Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Whitefish Legacy Partners Inc is a mid-size nonprofit that has been operating for 22 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.5M |
| Total Expenses | $911K |
| Surplus / Deficit | +$1.6M |
| Total Assets | $3.5M |
| Total Liabilities | $14K |
| Net Assets | $3.5M |
| Operating Margin | 63.8% |
| Debt-to-Asset Ratio | 0.4% |
| Months of Reserves | 46.3 months |
Financial Health Grade: A
In 2023, Whitefish Legacy Partners Inc reported a surplus of $1.6M with revenue exceeding expenses, holds 46.3 months of operating reserves (strong position), has a debt-to-asset ratio of 0.4% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Whitefish Legacy Partners Inc's revenue has grown at a compound annual growth rate (CAGR) of 4.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +127.0% | -2.1% | +83.8% |
| 2022 | +34.4% | +144.0% | +12.7% |
| 2021 | +38.8% | -7.3% | +32.1% |
| 2020 | +13.1% | +2.3% | +20.2% |
| 2019 | +2.6% | -34.5% | +16.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2004 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Whitefish Legacy Partners Inc with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Whitefish Legacy Partners Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $1.6M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.4%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filing periods, indicating that no officers received compensation from the organization. This is highly commendable and suggests a strong commitment to directing resources towards the organization's mission rather than executive salaries.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Whitefish Legacy Partners Inc:
- Consistent asset growth, reaching $3,517,358 in 2023.
- Zero officer compensation reported across all filing periods.
- Strong revenue growth, particularly in the most recent filing period ($2,515,854 in 2023).
- Low liabilities, indicating strong financial stability.
- Expenses consistently well below revenue in recent years, leading to healthy surpluses.
Frequently Asked Questions about Whitefish Legacy Partners Inc
Is Whitefish Legacy Partners Inc a legitimate charity?
Whitefish Legacy Partners Inc (EIN: 200674119) is a registered tax-exempt nonprofit based in Montana. Our AI analysis gives it a Mission Score of 92/100. It has 13 years of IRS 990 filings on record. Total revenue: $1.7M. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Whitefish Legacy Partners Inc spend its money?
Whitefish Legacy Partners Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Whitefish Legacy Partners Inc tax-deductible?
Whitefish Legacy Partners Inc is registered as a tax-exempt nonprofit (EIN: 200674119). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Whitefish Legacy Partners Inc's spending goes to programs?
Whitefish Legacy Partners Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Whitefish Legacy Partners Inc compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), Whitefish Legacy Partners Inc is above average for NTEE category C30 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Whitefish Legacy Partners Inc located?
Whitefish Legacy Partners Inc is headquartered in Whitefish, Montana and files with the IRS under EIN 200674119. It is classified under NTEE code C30.
How many years of IRS 990 filings does Whitefish Legacy Partners Inc have?
Whitefish Legacy Partners Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.7M in total revenue.
Is Whitefish Legacy Partners Inc a good charity?
Based on the provided financial data, Whitefish Legacy Partners Inc appears to be a very good charity. It demonstrates strong financial health, consistent asset growth, and a remarkable commitment to its mission by reporting 0% officer compensation across all filings.
How has the organization's financial health changed over time?
The organization has shown significant financial growth and improved stability. Assets have grown from $1,069,280 in 2019 to $3,517,358 in 2023, and revenue has consistently outpaced expenses in recent years, leading to healthy surpluses.
What is the trend in revenue and expenses?
Revenue has generally increased significantly, especially from $525,523 in 2019 to $2,515,854 in 2023. Expenses have also increased but at a much slower rate, leading to substantial net income and asset accumulation in recent periods.
Filing History
IRS 990 filing history for Whitefish Legacy Partners Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Whitefish Legacy Partners Inc's revenue has grown by 75.5%, moving from $1.4M to $2.5M. Total assets increased by 162.2% over the same period, from $1.3M to $3.5M. Total functional expenses rose by 433.2%, from $171K to $911K. In its most recent filing year (2023), Whitefish Legacy Partners Inc reported a surplus of $1.6M, with revenue exceeding expenses. The organization holds $14K in liabilities against $3.5M in assets (debt-to-asset ratio: 0.4%), resulting in net assets of $3.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.5M | $911K | $3.5M | $14K | — | — |
| 2022 | $1.1M | $931K | $1.9M | $27K | — | View 990 |
| 2021 | $824K | $381K | $1.7M | $1K | — | View 990 |
| 2020 | $594K | $411K | $1.3M | $37K | — | View 990 |
| 2019 | $526K | $402K | $1.1M | $7K | — | View 990 |
| 2018 | $512K | $614K | $920K | $4K | — | View 990 |
| 2017 | $545K | $410K | $1.0M | $4K | — | — |
| 2016 | $469K | $371K | $884K | $1K | — | View 990 |
| 2015 | $466K | $292K | $785K | $1K | — | View 990 |
| 2014 | $4.0M | $3.8M | $607K | $0 | — | View 990 |
| 2013 | $2.1M | $4.7M | $501K | $189 | — | View 990 |
| 2012 | $3.0M | $338K | $3.0M | $2K | — | View 990 |
| 2011 | $1.4M | $171K | $1.3M | $1K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.5M, expenses of $911K, and assets of $3.5M (revenue +127.0% year-over-year).
- 2022: Revenue of $1.1M, expenses of $931K, and assets of $1.9M (revenue +34.4% year-over-year).
- 2021: Revenue of $824K, expenses of $381K, and assets of $1.7M (revenue +38.8% year-over-year).
- 2020: Revenue of $594K, expenses of $411K, and assets of $1.3M (revenue +13.1% year-over-year).
- 2019: Revenue of $526K, expenses of $402K, and assets of $1.1M (revenue +2.6% year-over-year).
- 2018: Revenue of $512K, expenses of $614K, and assets of $920K (revenue -6.0% year-over-year).
- 2017: Revenue of $545K, expenses of $410K, and assets of $1.0M (revenue +16.0% year-over-year).
- 2016: Revenue of $469K, expenses of $371K, and assets of $884K (revenue +0.7% year-over-year).
- 2015: Revenue of $466K, expenses of $292K, and assets of $785K (revenue -88.2% year-over-year).
- 2014: Revenue of $4.0M, expenses of $3.8M, and assets of $607K (revenue +84.4% year-over-year).
- 2013: Revenue of $2.1M, expenses of $4.7M, and assets of $501K (revenue -29.1% year-over-year).
- 2012: Revenue of $3.0M, expenses of $338K, and assets of $3.0M (revenue +111.2% year-over-year).
- 2011: Revenue of $1.4M, expenses of $171K, and assets of $1.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Whitefish Legacy Partners Inc:
Data Sources and Methodology
This transparency report for Whitefish Legacy Partners Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.