Whitefish School District Education Foundation
Whitefish School District Education Foundation shows consistent asset growth despite a recent minor operational deficit.
EIN: 203135697 · Whitefish, MT · NTEE: B11 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $435K |
| Total Expenses | $209K |
| Program Spending | 85% |
| CEO/Top Officer Pay | $1 |
| Net Assets | $930K |
| Transparency Score | 88/100 |
Is Whitefish School District Education Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Whitefish School District Education Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Whitefish School District Education Foundation
Whitefish School District Education Foundation (EIN: 203135697) is a nonprofit organization based in Whitefish, MT, classified under NTEE code B11. The organization reported total revenue of $435K and total assets of $1.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Whitefish School District Education Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Whitefish School District Education Foundation is a small nonprofit that has been operating for 21 years, with 11 years of IRS 990 filings on record (2014–2024). Revenue has grown at a compound annual rate of 21.7%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $202K |
| Total Expenses | $209K |
| Surplus / Deficit | $-7,183 |
| Total Assets | $930K |
| Total Liabilities | $480 |
| Net Assets | $930K |
| Operating Margin | -3.6% |
| Debt-to-Asset Ratio | 0.1% |
| Months of Reserves | 53.4 months |
Financial Health Grade: B
In 2024, Whitefish School District Education Foundation reported a deficit of $7K with expenses exceeding revenue, holds 53.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.1% (very low leverage).
Financial Trends
Over 11 years of filings (2014–2024), Whitefish School District Education Foundation's revenue has grown at a compound annual growth rate (CAGR) of 21.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | -44.9% | -13.3% | +3.8% |
| 2023 | +75.1% | +65.6% | +20.1% |
| 2022 | +10.2% | +56.0% | -1.8% |
| 2021 | +182.3% | +78.5% | +34.6% |
| 2020 | -31.1% | -17.5% | +0.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2005 |
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 School District Education Foundation with a Mission Score of 88 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 School District Education Foundation 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 (2024)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $7K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.1%.
Executive Compensation Analysis
The organization reports 0% officer compensation across all available filings, indicating that executive leadership is likely volunteer-based or compensated through other means not classified as officer compensation, which is highly efficient for an organization of its size with over $1 million in assets.
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.
Red Flags
The following concerns were identified during AI analysis of Whitefish School District Education Foundation's IRS 990 filings:
- Minor operational deficit in the most recent filing (202406), with expenses ($209,210) exceeding revenue ($202,027).
Strengths
The following positive indicators were identified for Whitefish School District Education Foundation:
- Consistent and significant asset growth, reaching over $1 million.
- 0% reported officer compensation across all filings, indicating high efficiency.
- Strong revenue growth trend over the past decade.
- Consistent history of IRS 990 filings, demonstrating transparency.
- Low reported liabilities in most periods, indicating sound financial management.
Frequently Asked Questions about Whitefish School District Education Foundation
Is Whitefish School District Education Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Whitefish School District Education Foundation (EIN: 203135697) some concerns. Mission Score: 88/100. 1 red flag identified, 5 strengths noted.
How does Whitefish School District Education Foundation spend its money?
Whitefish School District Education Foundation directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Whitefish School District Education Foundation tax-deductible?
Whitefish School District Education Foundation is registered as a tax-exempt nonprofit (EIN: 203135697). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Whitefish School District Education Foundation CEO make?
Whitefish School District Education Foundation's highest-compensated officer earns $1 annually. The organization reported $435K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Whitefish School District Education Foundation's spending goes to programs?
Whitefish School District Education Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Whitefish School District Education Foundation compare to similar nonprofits?
With a transparency score of 88/100 (Excellent), Whitefish School District Education Foundation is above average for NTEE category B11 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Whitefish School District Education Foundation located?
Whitefish School District Education Foundation is headquartered in Whitefish, Montana and files with the IRS under EIN 203135697. It is classified under NTEE code B11.
How many years of IRS 990 filings does Whitefish School District Education Foundation have?
Whitefish School District Education Foundation has 11 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 $435K in total revenue.
Is Whitefish School District Education Foundation a good charity?
Yes, the Whitefish School District Education Foundation appears to be a good charity. It demonstrates strong financial health with growing assets (over $1 million), consistent revenue generation, and a highly efficient operational model with 0% reported officer compensation. Its mission aligns with its NTEE code, and it has a strong history of IRS 990 filings, indicating transparency.
How has the organization's revenue trended over time?
The organization's revenue has shown significant growth over time, increasing from $24,189 in 201606 to a peak of $366,864 in 202306, and $435,288 in its latest reported revenue. While the 202406 filing shows $202,027, the overall trend is strongly upward, indicating increasing donor support and financial capacity.
What is the organization's asset growth like?
The organization has demonstrated consistent and substantial asset growth, increasing from $421,384 in 201606 to $1,069,698 in its latest reported assets. This indicates effective financial management and the ability to build a strong financial reserve.
Does the organization have high administrative costs?
Based on the 0% reported officer compensation and the overall financial health, the organization appears to have very low administrative costs, suggesting a high proportion of funds are directed towards its programs. While specific administrative expense ratios are not provided, the lack of executive salaries is a strong indicator of efficiency.
Filing History
IRS 990 filing history for Whitefish School District Education Foundation showing financial trends over 11 years of public records:
Over 11 years of IRS 990 filings (2014–2024), Whitefish School District Education Foundation's revenue has grown by 614.1%, moving from $28K to $202K. Total assets increased by 122.8% over the same period, from $418K to $930K. Total functional expenses rose by 575.7%, from $31K to $209K. In its most recent filing year (2024), Whitefish School District Education Foundation reported a deficit of $7K, with expenses exceeding revenue. The organization holds $480 in liabilities against $930K in assets (debt-to-asset ratio: 0.1%), resulting in net assets of $930K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $202K | $209K | $930K | $480 | — | — |
| 2023 | $367K | $241K | $896K | $0 | — | View 990 |
| 2022 | $210K | $146K | $746K | $0 | — | — |
| 2021 | $190K | $93K | $760K | $0 | — | View 990 |
| 2020 | $67K | $52K | $565K | $0 | — | — |
| 2019 | $98K | $63K | $565K | $0 | — | View 990 |
| 2018 | $152K | $98K | $513K | $0 | — | View 990 |
| 2017 | $58K | $48K | $458K | $0 | — | View 990 |
| 2016 | $24K | $37K | $421K | $0 | — | View 990 |
| 2015 | $35K | $30K | $454K | $0 | — | View 990 |
| 2014 | $28K | $31K | $418K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $202K, expenses of $209K, and assets of $930K (revenue -44.9% year-over-year).
- 2023: Revenue of $367K, expenses of $241K, and assets of $896K (revenue +75.1% year-over-year).
- 2022: Revenue of $210K, expenses of $146K, and assets of $746K (revenue +10.2% year-over-year).
- 2021: Revenue of $190K, expenses of $93K, and assets of $760K (revenue +182.3% year-over-year).
- 2020: Revenue of $67K, expenses of $52K, and assets of $565K (revenue -31.1% year-over-year).
- 2019: Revenue of $98K, expenses of $63K, and assets of $565K (revenue -35.6% year-over-year).
- 2018: Revenue of $152K, expenses of $98K, and assets of $513K (revenue +163.3% year-over-year).
- 2017: Revenue of $58K, expenses of $48K, and assets of $458K (revenue +138.3% year-over-year).
- 2016: Revenue of $24K, expenses of $37K, and assets of $421K (revenue -30.2% year-over-year).
- 2015: Revenue of $35K, expenses of $30K, and assets of $454K (revenue +22.5% year-over-year).
- 2014: Revenue of $28K, expenses of $31K, and assets of $418K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Whitefish School District Education Foundation:
Data Sources and Methodology
This transparency report for Whitefish School District Education Foundation 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.