Public charity
WHITEFISH, MTCity and state as stated on its FY2024 returnEIN Website
This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $90,196,847 | $87,938,601 | $306,259 | $1,946,130,425 | $150,778,328 |
| FY2023 | 990 | $84,848,930 | $84,551,914 | $292,645 | $2,085,209,537 | $151,432,591 |
| FY2022 | 990 | $66,349,817 | $59,623,158 | $288,043 | $2,160,572,373 | $130,577,927 |
| FY2021 | 990 | $56,245,060 | $37,772,148 | $0 | $2,140,183,938 | $234,841,094 |
| FY2020 | 990 | $54,097,285 | $38,629,018 | $0 | $1,826,525,072 | $230,424,496 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 96% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
No grant rows from public filings are on record for this funder. Grant lists come from Form 990-PF and from Schedule I of Form 990; a return the IRS has not yet published, or one with no grant list, has no rows here.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Frank Barnes | BOARD CHAIRMAN | 2.00 | $0 |
| Sue Brown | BOARD VICE CHAIRMAN | 2.00 | $0 |
| Leo Tracy | SECRETARY TREASURER | 2.00 | $0 |
| Lyle Phillips | BOARD DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| 2.00 |
| $0 |
| Tom Cullen | BOARD DIRECTOR | 2.00 | $0 |
| Sharon Kahle | BOARD DIRECTOR | 2.00 | $0 |
| Frank Garner | BOARD DIRECTOR | 2.00 | $0 |
| Jennifer D Archer | SVP OF RETAIL & LOAN OPERATIONS | 40.00 | $181,263 |
| Scott Bolster | SVP AND CHIEF FINANCIAL OFFICER | 40.00 | $328,867 |
| Cory J Coopman | SVP OF IT AND PROJECT MANAGEMENT | 40.00 | $209,421 |
| Stephen W Haugen | SVP AND CHIEF INFORMATION OFFICER | 40.00 | $246,648 |
| James Kenyon | PRESIDENT AND CEO | 40.00 | $1,276,177 |
| Cheryl Mintz | SVP OF HUMAN RESOURCES | 40.00 | $189,656 |
| Colleen M Murphy | SVP AND CHIEF OPERATIONS OFFICER | 40.00 | $233,461 |
| Matthew Venturini | SVP OF LENDING | 40.00 | $200,941 |
| Joshua S Wilson | SVP OF MARKETING | 40.00 | $178,784 |
| Molly Drollinger | VP CONTROLLER | 40.00 | $143,852 |
| Timothy Gaertner | VP, MORTGAGE LOAN MANAGER | 40.00 | $145,188 |
| Shannon Tobin | COMMERCIAL LOAN MANAGER | 40.00 | $146,132 |
| Kelly S St Onge | VP COMMERCIAL CREDIT OFFICER | 40.00 | $194,807 |
| Barbara Strouse | VP MORTGAGE LOAN MANAGER | 40.00 | $143,582 |
| Michael T Blubaugh | INV. OFFICER (FORMER CFO) | 25.00 | $121,710 |
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202433129349302478
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202343079349301209
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202213199349308116
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202113129349301896
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201933049349301923
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201823189349304397
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201722839349301717
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201603199349307630
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.