Nonprofit · EIN 20-3135697
WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION
Tax-exempt · WHITEFISH, MT 59937
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $435,288 | $331,017 | $104,271 | $1,069,698 | $515 | $1,069,183 |
| June 30, 2024 | 990 | $202,027 | $209,210 | -$7,183 | $930,451 | $480 | $929,971 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $399,212
- Program service revenue
- $0
- Investment income
- $36,076
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $155,737
- Compensation of officers, directors and key employees
- $26,880
- Salaries, compensation and benefits (total)
- $29,702
- Professional fundraising fees
- $0
- Accounting fees
- $1,707
- Program services (functional)
- $312,365
- Management and general (functional)
- $18,652
Balance sheet and other
- Total assets, start of year
- $930,451
- Total assets, end of year
- $1,069,698
- Total liabilities, end of year
- $515
- Net assets, end of year
- $1,069,183
- Publicly traded securities
- $585,640
- Gross receipts
- $435,288
- Employees
- 1
- Year formed
- 2005
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSE KUNTZ | EXECUTIVE DI Officer | 40 | $26,880 |
| LISA BLOOM | ADMIN REPRES Trustee or director | 1 | $0 |
| JERRIE BOKSICH | WSD BOARD RE Trustee or director | 0.5 | $0 |
| LISA CALAWAY | CHAIR Trustee or director, Officer | 4 | $0 |
| CAROLINE FRISBEE | SCHOLARSHIP Trustee or director | 5 | $0 |
| TIFFANY GOULD | SCH PROGRAM Trustee or director | 5 | $0 |
| CYRUS HADIDI | BOARD MEMBER Trustee or director | 0.5 | $0 |
| RUTH HARRISON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KARA HAUGEN | EDU ENHANCE Trustee or director | 1 | $0 |
| LENKA HRIVA | TREASURER Trustee or director, Officer | 2 | $0 |
| CHELSEA LEFCOURT | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| DAVE MEANS | WSD SUPERINT Trustee or director | 1 | $0 |
| NIKKI OAKS | BOARD MEMBER Trustee or director | 2 | $0 |
| DANELLE REISCH | TRESSURER Trustee or director, Officer | 2 | $0 |
| CHRISTINE ROSSI | VICE CHAIR Trustee or director, Officer | 1 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUCIE SHEA | SCH. BUSINES Trustee or director | 0.5 | $0 |
| LISA OLSON VESETH | TEACHER REPR Trustee or director | 0.5 | $0 |
| KATIE WARD | BOARD MEMBER Trustee or director | 2 | $0 |
| PATTY WICKS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| CHRIS ZIGNEGO | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSE KUNTZ | EXECUTIVE DIRECTOR Trustee or director | 16 | $22,917 |
| RUTH HARRISON | BOARD MEMBER Trustee or director | 2 | $0 |
| CAROLINE FRISBEE | BOARD MEMBER Trustee or director | 2 | $0 |
| JERRIE BOKSICH | BOARD MEMBER Trustee or director | 2 | $0 |
| NIKKI OAKS | BOARD MEMBER Trustee or director | 2 | $0 |
| CHRIS ZIGNEGO | BOARD MEMBER Trustee or director | 2 | $0 |
| LENKA HRIVA | BOARD MEMBER Trustee or director | 2 | $0 |
| DAVE MEANS | BOARD MEMBER Trustee or director | 2 | $0 |
| CYRUS HADIDI | BOARD MEMBER Trustee or director | 2 | $0 |
| LISA VESETH | BOARD MEMBER Trustee or director | 2 | $0 |
| LUCIE SHEA | BOARD MEMBER Trustee or director | 2 | $0 |
| TIFFANY GOULD | BOARD DIRECTOR Trustee or director | 2 | $0 |
| LISA BLOOM | BOARD MEMBER Trustee or director | 2 | $0 |
| KARA HAUGEN | BOARD MEMBER Trustee or director | 2 | $0 |
| LISA CALAWAY | PRESIDENT Officer | 2 | $0 |
| CHRISTINE ROSSI | VICE PRESIDENT Officer | 2 | $0 |
| DANELLE REISCH | TREASURER Officer | 2 | $0 |
| CHELSEA LEFCOURT | SECRETARY Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1417, WHITEFISH, MT 59937-1417
- In care of
- % AMY EDDY
- Mailing address (990-N for 2012)
- PO BOX 1417, WHITEFISH MT 59937
- Principal officer (990 for 2024)
- LISA CALAWAY, 317 FAIRWAY DR, WHITEFISH, MT 59937
- Principal officer (990-N for 2012)
- GAYLE MACLAREN, PO BOX 1417, WHITEFISH MT 59937
- Signed the 990
- LISA CALAWAY, CHAIR
- Phone
- (406) 471-0647
- Website
- WWW.WSD44.ORG
- Return prepared by
- SWIFTCURRENT ACCOUNTING & TAX INC
Mission
COMMUNITY BASED FOUNDATION CREATED TO PROVIDE SUPPLEMENTAL FUNDING TO ENHANCE EDUCATION OPPORTUNITIES AND PROGRAMS AND STANDARDS WITHIN THE WHITEFISH MONTANA SCHOOL DISTRICT.
Program accomplishments
- PROVIDE GRANTS FOR BOOKS AND SUPPLIES TO WHITEFISH SCHOOL DISTRICT. IN 2024 WE WERE GRANTED A DBA UNDER THE NAME WHITEFISH EDUCATION FOUNDATION WHICH WE HAVE GONE BY FOR SEVERAL YEARS. IN THE LAST FISCAL YEAR WE HAVE TAKEN ON A CAPITAL CAMPAIGN. THE MAKE MUSIC RESONATE CAMPAIGN IS RAISING 400,000 TO REPLACE AGING INSTRUMENTS IN THE BAND AND ORCHESTRA PROGRAMS AT WHITEFISH MIDDLE AND HIGH SCHOOLS.Expenses $270,865 · grants $114,237
- PROVIDE SCHOLARSHIPS TO WHITEFISH HIGH SCHOOL GRADUATES.Expenses $41,500 · grants $41,500
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-3135697
- 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
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $1,069,698
- Income (IRS master file)
- $435,288
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $435,288 | $331,017 | $1,069,698 | IRS |
| 990 | June 2024 | $202,027 | $209,210 | $930,451 | XML |
| 990 | June 2023 | $366,864 | $241,232 | $896,485 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: GAYLE MACLAREN | June 30, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
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 20-3135697).
Questions about WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION
- What is the EIN of WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION?
- The employer identification number (EIN) of WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION is 20-3135697.
- Is WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION 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 SCHOOL DISTRICT EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 names LISA CALAWAY.
- Who are the officers and directors of WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 20 people; 1 received compensation from the organization, the highest $26,880 (JESSE KUNTZ, EXECUTIVE DI).
- How much revenue does WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $435,288, expenses of $331,017 and total assets of $1,069,698 at year end.
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- WHITEFISH UNITED METHODIST CHILDRENS CENTER EIN 20-3294927 · last filed 990 for 2024
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