Nonprofit · EIN 20-0674119
WHITEFISH LEGACY PARTNERS INC
Tax-exempt · WHITEFISH, MT 59937
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,677,778 | $860,840 | $816,938 | $4,391,525 | $20,787 | $4,370,738 |
| December 31, 2023 | 990 | $2,515,854 | $911,218 | $1,604,636 | $3,517,358 | $14,303 | $3,503,055 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,478,152
- Program service revenue
- $93,224
- Investment income
- $89,205
- Net income from fundraising events
- $19,021
- Net income from sales of inventory
- -$1,824
- Other revenue
- $17,197
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $117,154
- Other salaries and wages
- $282,722
- Salaries, compensation and benefits (total)
- $483,906
- Professional fundraising fees
- $0
- Legal fees
- $6,515
- Accounting fees
- $3,230
- Occupancy
- $29,644
- Depreciation
- $142
- Program services (functional)
- $782,338
- Management and general (functional)
- $25,970
- Fundraising (functional)
- $52,532
Balance sheet and other
- Total assets, start of year
- $3,517,358
- Total assets, end of year
- $4,391,525
- Total liabilities, end of year
- $20,787
- Net assets, end of year
- $4,370,738
- Land, buildings and equipment
- $8,358
- Net assets without donor restrictions
- $4,370,738
- Gross receipts
- $1,740,268
- Employees
- 6
- Volunteers
- 197
- Year formed
- 2003
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEIDI VAN EVEREN | EXECUTIVE DIRECTOR Officer | 40 | $104,997 | $12,157 |
| REID SABIN | CHAIR Trustee or director, Officer | 0.94 | $0 | $0 |
| ERIN SABIN | DIRECTOR Trustee or director | 0.53 | $0 | $0 |
| NICK POLUMBUS | DIRECTOR Trustee or director | 0.53 | $0 | $0 |
| MIKE JOPEK | DIRECTOR Trustee or director | 0.34 | $0 | $0 |
| MARISSA KEENAN | DIRECTOR Trustee or director | 0.53 | $0 | $0 |
| JULIE BALDRIDGE | TREASURER Trustee or director, Officer | 0.92 | $0 | $0 |
| RACHEL SCHMIDT | SECRETARY Trustee or director, Officer | 0.53 | $0 | $0 |
| DIANE CONRADI | NONVOTING DIRECTOR Trustee or director | 0.53 | $0 | $0 |
| BECKY SMITH-POWELL | DIRECTOR Trustee or director | 0.53 | $0 | $0 |
| LESLIE HUNT | DIRECTOR Trustee or director | 0.53 | $0 | $0 |
| SOMER TREAT | VICE CHAIR Trustee or director, Officer | 0.92 | $0 | $0 |
| MIKE MEADOR | DIRECTOR Trustee or director | 0.53 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEIDI VAN EVEREN | EXECUTIVE DIRECTOR Officer | 40 | $94,992 | $10,660 |
| MIKE JOPEK | CHAIR Trustee or director, Officer | 0.84 | $0 | $0 |
| REID SABIN | VICE CHAIR Trustee or director, Officer | 0.94 | $0 | $0 |
| JULIE BALDRIDGE | TREASURER Trustee or director, Officer | 0.92 | $0 | $0 |
| SOMER TREAT | SECRETARY Trustee or director, Officer | 0.92 | $0 | $0 |
| DIANE CONRADI | NONVOTING DIRECTOR Trustee or director | 0.53 | $0 | $0 |
| LESLIE HUNT | PAST CHAIR Trustee or director | 0.53 | $0 | $0 |
| MARISSA KEENAN | DIRECTOR Trustee or director | 0.53 | $0 | $0 |
| MIKE MEADOR | DIRECTOR Trustee or director | 0.53 | $0 | $0 |
| NICK POLUMBUS | DIRECTOR Trustee or director | 0.53 | $0 | $0 |
| ERIN SABIN | DIRECTOR Trustee or director | 0.53 | $0 | $0 |
| RACHEL SCHMIDT | DIRECTOR Trustee or director | 0.53 | $0 | $0 |
| BECKY SMITH-POWELL | DIRECTOR Trustee or director | 0.53 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1895, WHITEFISH, MT 59937-1895
- In care of
- % HEIDI VAN EVEREN
- Principal officer (990 for 2024)
- REID SABIN, PO BOX 1895, WHITEFISH, MT 599371895
- Signed the 990
- REID SABIN, CHAIR
- Phone
- (406) 862-3880
- Website
- WWW.WHITEFISHLEGACY.ORG
- Return prepared by
- PINION LLC
Mission
WHITEFISH LEGACY PARTNERS IS A NON-PROFIT ORGANIZATION WHOSE COMMUNITY-MINDED VISION IS TO ENSURE CONSERVATION, RECREATION AND EDUCATION ON THE LANDS AROUND WHITEFISH FOR FUTURE GENERATIONS.
Program accomplishments
- 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.Expenses $457,560 · revenue $84,984
- 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.Expenses $195,772 · revenue $8,240
- 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.Expenses $129,006
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0674119
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C30)
- Assets (IRS master file)
- $4,391,525
- Income (IRS master file)
- $1,740,268
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,677,778 | $860,840 | $4,391,525 | XML |
| 990 | December 2023 | $2,515,854 | $911,218 | $3,517,358 | XML |
| 990 | December 2022 | $1,108,280 | $930,952 | $1,913,634 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0674119).
Questions about WHITEFISH LEGACY PARTNERS INC
- What is the EIN of WHITEFISH LEGACY PARTNERS INC?
- The employer identification number (EIN) of WHITEFISH LEGACY PARTNERS INC is 20-0674119.
- Is WHITEFISH LEGACY PARTNERS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to WHITEFISH LEGACY PARTNERS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHITEFISH LEGACY PARTNERS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WHITEFISH LEGACY PARTNERS INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHITEFISH LEGACY PARTNERS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WHITEFISH LEGACY PARTNERS INC?
- The 990 for the year ended December 31, 2024 names REID SABIN.
- Who are the officers and directors of WHITEFISH LEGACY PARTNERS INC?
- The 990 for the year ended December 31, 2024 lists 13 people; 1 received compensation from the organization, the highest $104,997 (HEIDI VAN EVEREN, EXECUTIVE DIRECTOR).
- How much revenue does WHITEFISH LEGACY PARTNERS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,677,778, expenses of $860,840 and total assets of $4,391,525 at year end.
Other nonprofits in WHITEFISH
- WHITEFISH LAKE INSTITUTE EIN 03-0556055 · last filed 990 for 2024
- FLATHEAD RIVERS ALLIANCE EIN 84-4763768 · last filed 990 for 2025
- RAVENWOOD OUTDOOR LEARNING CENTER EIN 81-0537457 · last filed 990-EZ for 2024
- OUTDOOR COMMUNITY PARTNERS EIN 92-2417749 · last filed 990-N for 2025
- SAVE FARMLAND EIN 87-3747189 · last filed 990 for 2024
- REGENITECH FUND CORPP EIN 84-3238904 · last filed 990-EZ for 2024
- CLIMATE SMART GLACIER COUNTRY EIN 81-4732197 · last filed 990-N for 2024
- WHITEFISH COMMUNITY FOUNDATION INC EIN 81-0533002 · last filed 990 for 2025