Whitefish Credit Union Association

Whitefish, MT
EIN: 81-0208730

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(14) State-chartered credit unions and mutual reserve funds.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$84.8M (2023)

Expenses

$84.6M (2023)

Total Assets

$2.09B (2023)

Total Liabilities

$1.93B (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$84,848,930

Expenses

$84,551,914

Net Income

$297,016

Net Assets

$151,432,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$58,609,514	69.1%
Investment Income	$26,205,943	30.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$6,120
Net Inventory Sales	$0
Other Revenue	$39,593	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,617,327	4.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$11,852,143	14.0%

Assets/Debt
Total Assets	$2,085,209,537
Total Liabilities	$1,933,776,946
Net Assets	$151,432,591

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
James Kenyon (President And Ceo)	$1,279,825	$0	$353,419
Scott Bolster (Svp And Chief Financial Of)	$328,408	$0	$61,662
Stephen W Haugen (Svp And Chief Information)	$249,242	$0	$61,581
Colleen M Murphy (Svp And Chief Operating Of)	$235,259	$0	$59,235
Matthew Venturini (Svp Of Lending)	$204,258	$0	$10,573
Cory J Coopman (Svp Of It And Project Mana)	$204,195	$0	$10,905
Kelly S St Onge (Vp, Commercial Loan Office)	$192,762	$0	$9,407
Cheryl Mintz (Svp Of Human Resources)	$179,569	$0	$10,362
Jennifer D Archer (Svp Of Loan Operations)	$178,251	$0	$8,065
Joshua S Wilson (Svp Of Marketing)	$172,365	$0	$10,121
Timothy Gaertner (Vp, Mortgage Loan Manager)	$151,105	$0	$9,162
Tobin Shannon (Commercial Loan Manager)	$143,714	$0	$5,064
Barbara Strouse (Vp, Mortgage Loan Manager)	$143,337	$0	$3,262
Molly Drollinger (Vp, Controller)	$141,324	$0	$4,855
Michael T Blubaugh (Inv. Officer (Former Cfo))	$127,306	$0	$7,970
Frank Barnes (Board Chairman)	$0	$0	$0
Sue Brown (Board Vice Chairman)	$0	$0	$0
Leo Tracy (Board Secretary)	$0	$0	$0
Lyle Phillips (Board Director)	$0	$0	$0
Tom Cullen (Board Director)	$0	$0	$0
Sharon Kahle (Board Director)	$0	$0	$0
Frank Garner (Board Director)	$0	$0	$0

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990

Filed on Nov. 7, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$66,349,817

Expenses

$59,623,158

Net Income

$6,726,659

Net Assets

$130,577,927

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$48,310,313	72.8%
Investment Income	$19,507,980	29.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,501,376
Net Inventory Sales	$0
Other Revenue	$32,900	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,986,539	5.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$11,480,613	19.3%

Assets/Debt
Total Assets	$2,160,572,373
Total Liabilities	$2,029,994,446
Net Assets	$130,577,927

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
James Kenyon (President And Ceo)	$1,193,423	$0	$14,070
Scott Bolster (Svp And Chief Financial Officer)	$292,598	$0	$59,404
Stephen W Haugen (Svp And Chief Information Officer)	$224,078	$0	$58,268
Colleen M Murphy (Svp And Chief Operating Officer)	$209,497	$0	$59,800
Cory J Coopman (Svp Of It And Project Management)	$178,257	$0	$10,259
Matthew Venturini (Svp Of Lending)	$175,213	$0	$9,540
Kelly S St Onge (Vp, Commercial Loan Officer)	$174,158	$0	$7,039
Timothy Gaertner (Vp, Mortgage Loan Manager)	$166,817	$0	$5,930
Joshua S Wilson (Svp Of Marketing)	$156,622	$0	$9,150
Jennifer D Archer (Svp Of Loan Operations)	$148,805	$0	$8,503
Barbara Strouse (Vp, Mortgage Loan Manager)	$146,021	$0	$2,942
Tobin Shannon (Commercial Loan Manager)	$135,141	$0	$4,822
Alicia M Softich (Vp, Digital Services)	$123,112	$0	$6,385
Allison H Deaver (Svp Of Human Resources (Thru 07/22))	$118,505	$0	$4,086
Michael T Blubaugh (Inv. Officer (Former Cfo))	$111,394	$0	$8,270
Cheryl Mintz (Svp Of Human Resources)	$54,291	$0	$2,170
Lyle Phillips (Board Chairman)	$0	$0	$0
Tom Cullen (Board Vice Chairman)	$0	$0	$0
Leo Tracy (Secretary/Treasurer)	$0	$0	$0
Frank Barnes (Board Director)	$0	$0	$0
John Snyder (Board Director)	$0	$0	$0
Sue Brown (Board Director)	$0	$0	$0
Charlene Rygg (Board Director)	$0	$0	$0

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990

Filed on Nov. 3, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$56,245,060

Expenses

$37,772,148

Net Income

$18,472,912

Net Assets

$234,841,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$42,785,334	76.1%
Investment Income	$11,284,845	20.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$94,927	0.2%
Net Inventory Sales	$0
Other Revenue	$2,079,954	3.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,409,779	11.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$8,144,428	21.6%

Assets/Debt
Total Assets	$2,140,183,938
Total Liabilities	$1,905,342,844
Net Assets	$234,841,094

Compensation

Key Employees and Officers	Compensation	Related	Other
James Kenyon (Chief Executive Officer)	$1,346,239	$0	$60,306
Stephen W Haugen (Chief Information Officer & Senior Vp)	$221,273	$0	$28,619
Steven L Moss (Chief Lending Officer (Former))	$213,931	$0	$22,143
Michael Blubaugh (Chief Financial Officer (Former))	$203,496	$0	$29,099
Colleen Murphy (Senior Vp Of Operations)	$195,959	$0	$26,092
Scott Bolster (Chief Financial Officer And Senior Vp)	$170,564	$0	$20,363
Cory Coopman (Vp Of It)	$161,510	$0	$29,359
Kelly St Onge (Vice President)	$156,090	$0	$25,509
Tim Gaertner (Vice President)	$148,545	$0	$21,015
Allison Deaver (Senior Vp Of Human Resources)	$147,997	$0	$18,578
Matthew Venturini (Chief Lending Officer & Senior Vp)	$147,066	$0	$22,093
Josh Wilson (Vp Of Marketing)	$135,836	$0	$26,093
Stephanie Mathews (Vp Of Compliance & Audit)	$119,732	$0	$13,702
Elizabeth Scholten (Vice President)	$115,273	$0	$23,315
Jennifer Archer (Vp Of Credit Administratio)	$112,981	$0	$25,098
Alicia Softich (Vp Of Digital Services)	$106,620	$0	$19,981
Jane Peters (Vice President)	$86,471	$0	$21,856
Lisa St Clair (Vice President)	$78,638	$0	$19,337
Charla Weber (Vice President)	$73,002	$0	$15,998
Lyle Phillips (Board Chairman)	$0	$0	$0
Tom Cullen (Board Director)	$0	$0	$0
Frank Barnes (Board Vice Chairman)	$0	$0	$0
John Snyder (Board Director)	$0	$0	$0
Leo Tracy (Board Director)	$0	$0	$0
Sue Brown (Board Director)	$0	$0	$0
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990

Filed on Nov. 15, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$54,097,285

Expenses

$38,629,018

Net Income

$15,468,267

Net Assets

$230,424,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$40,103,822	74.1%
Investment Income	$11,448,256	21.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$899,057	1.7%
Net Inventory Sales	$0
Other Revenue	$1,646,150	3.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,014,401	10.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$8,108,989	21.0%

Assets/Debt
Total Assets	$1,826,525,072
Total Liabilities	$1,596,100,576
Net Assets	$230,424,496

Compensation

Key Employees and Officers	Compensation	Related	Other
James Kenyon (Chief Executive Officer)	$883,733	$0	$59,637
Michael Blubaugh (Chief Financial Officer)	$283,534	$0	$54,265
Steven L Moss (Chief Lending Officer)	$205,459	$0	$33,274
Stephen W Haugen (Chief Information Officer)	$196,644	$0	$50,877
Colleen Murphy (Senior Vp Of Operations)	$173,092	$0	$37,699
Kelly St Onge (Vice President)	$148,254	$0	$47,355
Cory Coopman (Vp Of It)	$145,802	$0	$50,488
Tim Gaertner (Vice President)	$143,726	$0	$42,306
Allison Deaver (Vp Of Human Resources)	$128,653	$0	$27,666
Josh Wilson (Vp Of Marketing)	$119,522	$0	$46,860
Matthew Venturini (Vice President)	$115,154	$0	$35,855
Jennifer Archer (Vp Of Credit Administratio)	$112,781	$0	$37,629
Elizabeth Scholten (Vice President)	$107,010	$0	$44,989
Alicia Softich (Vp Of Digital Services)	$90,102	$0	$32,914
Stephanie Mathews (Vp Of Compliance & Audit)	$88,280	$0	$15,340
Jane Peters (Vice President)	$77,734	$0	$42,818
Charla Weber (Vice President)	$70,101	$0	$32,371
Lisa St Clair (Vice President)	$68,344	$0	$32,049
Mike Burr (Vice President)	$59,911	$0	$15,016
Barbara Pearson (Vice President)	$51,506	$0	$5,651
Lyle Phillips (Board Chairman)	$0	$0	$0
Tom Cullen (Board Vice Chairman)	$0	$0	$0
Frank Barnes (Board Director)	$0	$0	$0
John Snyder (Board Director)	$0	$0	$0
Leo Tracy (Board Director)	$0	$0	$0
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990

Filed on Nov. 8, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$53,439,813

Expenses

$43,083,167

Net Income

$10,356,646

Net Assets

$205,687,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$37,559,894	70.3%
Investment Income	$14,464,651	27.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$28,002	0.1%
Net Inventory Sales	$0
Other Revenue	$1,387,266	2.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,506,804	8.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,494,170	15.1%

Assets/Debt
Total Assets	$1,548,100,768
Total Liabilities	$1,342,413,621
Net Assets	$205,687,147

Compensation

Key Employees and Officers	Compensation	Related	Other
James Kenyon (Chief Executive Officer)	$802,113	$0	$63,481
Michael Blubaugh (Chief Financial Officer)	$268,056	$0	$52,205
Steven L Moss (Chief Lending Officer)	$192,824	$0	$30,423
Stephen W Haugen (Chief Information Officer)	$181,440	$0	$49,786
Colleen Murphy (Senior Vp Of Operations)	$160,620	$0	$36,832
Kelly St Onge (Vice President)	$134,947	$0	$46,093
Cory Coopman (Vp Of It)	$133,284	$0	$38,687
Barbara Pearson (Vice President)	$119,161	$0	$34,790
Josh Wilson (Vp Of Marketing)	$113,206	$0	$43,858
Tim Gaertner (Vice President)	$113,158	$0	$41,542
Allison Deaver (Vp Of Human Resources)	$110,305	$0	$25,735
Jennifer Archer (Vp Of Credit Administratio)	$98,305	$0	$35,588
Elizabeth Scholten (Vice President)	$97,282	$0	$45,234
Mike Burr (Vice President)	$92,914	$0	$32,914
Alicia Softich (Vp Of Digital Services)	$79,508	$0	$31,724
Jane Peters (Vice President)	$71,399	$0	$42,165
Charla Weber (Vice President)	$65,899	$0	$21,327
Lyle Phillips (Board Chairman)	$0	$0	$0
Tom Cullen (Board Vice Chairman)	$0	$0	$0
Frank Barnes (Board Director)	$0	$0	$0
John Snyder (Board Director)	$0	$0	$0
Leo Tracy (Board Director)	$0	$0	$0
Sue Brown (Board Director)	$0	$0	$0
Charlene K Rygg (Board Director)	$0	$0	$0

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990

Filed on Nov. 16, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$51,414,495

Expenses

$38,909,992

Net Income

$12,504,503

Net Assets

$184,826,633

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$34,825,760	67.7%
Investment Income	$14,402,733	28.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$2,000	0.0%
Net Fundraising	$0
Sales of Assets	-$113,666
Net Inventory Sales	$0
Other Revenue	$2,297,668	4.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,086,343	7.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,063,165	15.6%

Assets/Debt
Total Assets	$1,470,439,826
Total Liabilities	$1,285,613,193
Net Assets	$184,826,633

Compensation

Key Employees and Officers	Compensation	Related	Other
James Kenyon (Chief Executive Officer)	$767,220	$0	$58,955
Michael Blubaugh (Chief Financial Officer)	$241,562	$0	$50,291
Stephen W Haugen (Chief Information Officer)	$173,715	$0	$49,931
Steven L Moss (Chief Lending Officer)	$172,301	$0	$28,931
Colleen Murphy (Senior Vp Of Operations)	$145,755	$0	$36,136
Kelly St Onge (Vice President)	$125,373	$0	$45,496
Josh Wilson (Vp Of Marketing)	$116,781	$0	$35,401
Allison Deaver (Vp Of Human Resources)	$105,415	$0	$25,315
Barbara Pearson (Vice President)	$96,427	$0	$39,070
Elizabeth Scholten (Vice President)	$91,914	$0	$44,230
Mike Burr (Vp Of Special Assets)	$89,143	$0	$32,906
Jennifer Archer (Vp Of Credit Administratio)	$88,940	$0	$48,281
Tim Gaertner (Vice President)	$86,428	$0	$40,146
Jane Peters (Vice President)	$70,534	$0	$42,370
Charla Weber (Vice President)	$62,484	$0	$20,320
Cory Coopman (Vp Of It)	$45,138	$0	$9,434
Lyle Phillips (Board Chairman)	$0	$0	$0
Tom Cullen (Board Vice Chairman)	$0	$0	$0
Frank Barnes (Board Director)	$0	$0	$0
John Snyder (Board Director)	$0	$0	$0
Leo Tracy (Board Director)	$0	$0	$0
Sue Brown (Board Director)	$0	$0	$0
Charlene K Rygg (Board Director)	$0	$0	$0

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990

Filed on Oct. 31, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$44,809,203

Expenses

$33,270,697

Net Income

$11,538,506

Net Assets

$176,864,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$31,658,113	70.7%
Investment Income	$11,906,479	26.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$14,122	0.0%
Net Fundraising	$0
Sales of Assets	$66,356	0.1%
Net Inventory Sales	$0
Other Revenue	$1,164,133	2.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,884,465	11.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,893,453	14.7%

Assets/Debt
Total Assets	$1,430,938,392
Total Liabilities	$1,254,074,218
Net Assets	$176,864,174

Compensation

Key Employees and Officers	Compensation	Related	Other
James Kenyon (Chief Executive Officer)	$1,465,406	$0	$66,849
Michael Blubaugh (Chief Financial Officer)	$237,553	$0	$50,770
Stephen W Haugen (Chief Information Officer)	$153,237	$0	$47,572
Paul L Iversen (Senior Vp Of Consumer Lend)	$145,929	$0	$40,836
Steven L Moss (Chief Credit Officer)	$142,073	$0	$25,884
Colleen Murphy (Senior Vp Of Operations)	$132,812	$0	$35,093
Kelly St Onge (Vice President)	$117,259	$0	$44,852
Havre Hamilton (Vp Of It)	$103,332	$0	$46,488
Barbara Pearson (Vice President)	$100,234	$0	$42,581
Troy Brackey (Vp Of Financial Reporting)	$90,920	$0	$25,854
Mike Burr (Vp Of Special Assets)	$87,981	$0	$32,418
Allison Deaver (Vp Of Human Resources)	$85,634	$0	$21,678
Jennifer Archer (Vp Of Credit Administration)	$84,410	$0	$49,438
Elizabeth Scholten (Vice President)	$82,343	$0	$41,931
Jane Peters (Vice President)	$67,316	$0	$42,094
Charla Weber (Vice President)	$61,723	$0	$19,247
Eldon Tilley (Vp Of Marketing)	$60,067	$0	$23,735
Josh Wilson (Vp Of Marketing)	$8,666	$0	$250
Lyle Phillips (Board Chairman)	$0	$0	$0
Tom Cullen (Board Vice Chairman)	$0	$0	$0
Frank Barnes (Board Director)	$0	$0	$0
John Snyder (Board Director)	$0	$0	$0
Leo Tracy (Board Director)	$0	$0	$0
Sue Brown (Board Director)	$0	$0	$0
Charlene K Rygg (Board Director)	$0	$0	$0

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990

Filed on Nov. 14, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$38,627,936

Expenses

$26,284,748

Net Income

$12,343,188

Net Assets

$165,818,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$27,014,593	69.9%
Investment Income	$10,264,308	26.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$23,538	0.1%
Net Fundraising	$0
Sales of Assets	$6,971	0.0%
Net Inventory Sales	$0
Other Revenue	$1,318,526	3.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,534,403	9.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,363,000	20.4%

Assets/Debt
Total Assets	$1,381,340,734
Total Liabilities	$1,215,521,762
Net Assets	$165,818,972

Compensation

Key Employees and Officers	Compensation	Related	Other
James Kenyon (Chief Executive Officer)	$404,967	$0	$64,460
Michael Blubaugh (Chief Financial Officer)	$232,001	$0	$63,480
Paul L Iversen (Senior Vp Of Consumer Lend)	$140,041	$0	$40,221
Stephen W Haugen (Chief Information Officer)	$136,544	$0	$33,407
Steven L Moss (Chief Credit Officer)	$134,365	$0	$37,700
Zoe A Gustafson (Senior Vp Of Operations)	$130,669	$0	$49,347
Colleen Murphy (Senior Vp Of Operations)	$119,414	$0	$25,660
Kelly St Onge (Vice President)	$112,858	$0	$37,280
Eldon Tilley (Vice President)	$97,064	$0	$18,882
Barbara Pearson (Vice President)	$93,919	$0	$27,810
Troy Brackey (Vice President)	$93,207	$0	$18,264
Mike Burr (Vice President)	$83,275	$0	$21,729
Jennifer Archer (Vice President)	$73,486	$0	$17,801
Allison Deaver (Vice President)	$71,824	$0	$12,053
Charla Weber (Vice President)	$58,510	$0	$10,913
Jane Peters (Vice President)	$56,416	$0	$16,834
Lyle Phillips (Board Chairman)	$0	$0	$0
Frank Barnes (Director)	$0	$0	$0
John Snyder (Director)	$0	$0	$0
Leo Tracy (Director)	$0	$0	$0
Sue Brown (Director)	$0	$0	$0
Charlene K Rygg (Director)	$0	$0	$0
Tom Cullen (Vice Chairman)	$0	$0	$0

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990

Filed on Oct. 10, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$36,492,358

Expenses

$22,635,230

Net Income

$13,857,128

Net Assets

$154,826,512

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$25,971,237	71.2%
Investment Income	$8,866,703	24.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$86,999	0.2%
Net Fundraising	$0
Sales of Assets	$682,669	1.9%
Net Inventory Sales	$0
Other Revenue	$884,750	2.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,115,003	9.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,003,725	22.1%

Assets/Debt
Total Assets	$1,318,354,107
Total Liabilities	$1,163,527,595
Net Assets	$154,826,512

Compensation

Key Employees and Officers	Compensation	Related	Other
James Kenyon (Ceo)	$422,284	$0	$61,910
Michael Blubaugh (Chief Financial Officer)	$214,737	$0	$63,320
Zoe A Gustafson (Senior Vp Of Operations)	$142,197	$0	$51,447
Paul L Iversen (Senior Vp Of Consumer Lend)	$135,569	$0	$40,143
Steven L Moss (Vice President)	$128,689	$0	$31,757
Stephen W Haugen (Chief Information Officer)	$128,457	$0	$30,185
Kelly St Onge (Vice President)	$112,807	$0	$31,467
Troy Brackey (Vice President)	$93,245	$0	$20,990
Mike Burr (Vice President)	$83,208	$0	$20,239
Eldon Tilley (Vp Of Marketing)	$79,512	$0	$11,040
Colleen Murphy (Senior Vp Of Operations)	$59,406	$0	$7,703
Charla Weber (Vice President)	$57,846	$0	$12,048
Jane Peters (Vice President)	$55,758	$0	$19,039
Lyle Phillips (Board Chairman)	$0	$0	$0
Frank Barnes (Director)	$0	$0	$0
John Snyder (Director)	$0	$0	$0
Leo Tracy (Director)	$0	$0	$0
Sue Brown (Director)	$0	$0	$0
Charlene K Rygg (Director)	$0	$0	$0
Tom Cullen (Vice Chairman)	$0	$0	$0

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990

Filed on Nov. 14, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$36,820,889

Expenses

$25,038,226

Net Income

$11,782,663

Net Assets

$144,274,450

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$26,554,878	72.1%
Investment Income	$8,701,574	23.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$121,472	0.3%
Net Fundraising	$0
Sales of Assets	$891,989	2.4%
Net Inventory Sales	$0
Other Revenue	$550,976	1.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,955,644	7.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,159,851	16.6%

Assets/Debt
Total Assets	$1,276,500,998
Total Liabilities	$1,132,226,548
Net Assets	$144,274,450

Compensation

Key Employees and Officers	Compensation	Related	Other
James Kenyon (Ceo)	$382,989	$0	$55,965
Michael Blubaugh (Chief Financial Officer)	$222,460	$0	$41,698
Taylor Horst (Senior Vp Of Lending)	$180,117	$0	$35,109
Zoe A Gustafson (Senior Vp Of Operations)	$137,971	$0	$24,281
Paul L Iversen (Senior Vp Of Consumer Lend)	$129,779	$0	$27,316
Stephen W Haugen (Chief Information Officer)	$117,457	$0	$22,495
Steven L Moss (Vice President)	$106,221	$0	$16,770
Kelly St Onge (Vice President)	$104,194	$0	$15,671
Troy Brackey (Vice President)	$88,597	$0	$15,527
Mike Burr (Vice President)	$77,503	$0	$14,213
Charla Weber (Vice President)	$56,473	$0	$10,984
Jane Peters (Vice President)	$53,238	$0	$14,743
Lyle Phillips (Board Chairman)	$0	$0	$0
Charlene K Rygg (Secretary/Treasurer/Direct)	$0	$0	$0
Leo Tracy (Director)	$0	$0	$0
Tom Cullen (Vice Chairman)	$0	$0	$0
Sue Brown (Director)	$0	$0	$0
John Snyder (Director)	$0	$0	$0
Frank Barnes (Director)	$0	$0	$0

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990

Filed on Aug. 5, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$36,977,996

Expenses

$23,682,052

Net Income

$13,295,944

Net Assets

$124,395,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$30,576,763	82.7%
Investment Income	$5,572,489	15.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$156,664	0.4%
Net Fundraising	$0
Sales of Assets	$186,003	0.5%
Net Inventory Sales	$0
Other Revenue	$486,077	1.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,712,587	7.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,697,136	15.6%

Assets/Debt
Total Assets	$1,237,442,877
Total Liabilities	$1,113,047,219
Net Assets	$124,395,658

Compensation

Key Employees and Officers	Compensation	Related	Other
James Kenyon (Ceo)	$344,539	$0	$54,217
Michael Blubaugh (Chief Financial Officer)	$229,292	$0	$40,039
Taylor Horst (Senior Vp Of Lending)	$184,352	$0	$35,132
Zoe A Gustafson (Senior Vp Of Operations)	$144,836	$0	$22,738
Paul L Iversen (Senior Vp Of Consumer Lend)	$129,308	$0	$26,107
Stephen W Haugen (Chief Information Officer)	$118,087	$0	$21,855
Steven L Moss (Vice President)	$106,801	$0	$16,753
Kelly St Onge (Vice President)	$97,712	$0	$11,891
Charla Weber (Vice President)	$53,066	$0	$10,552
Jane Peters (Vice President)	$51,547	$0	$13,764
Lyle Phillips (Board Chairman)	$0	$0	$0
Charlene K Rygg (Secretary/Treasurer/Direct)	$0	$0	$0
Leo Tracy (Director)	$0	$0	$0
Tom Cullen (Director)	$0	$0	$0
Sue Brown (Director)	$0	$0	$0
John Snyder (Director)	$0	$0	$0
Frank Barnes (Director)	$0	$0	$0

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990

Filed on July 24, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$39,265,943

Expenses

$36,092,222

Net Income

$3,173,721

Net Assets

$119,290,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$35,068,990	89.3%
Investment Income	$3,459,068	8.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$78,303	0.2%
Net Fundraising	$0
Sales of Assets	$268,337	0.7%
Net Inventory Sales	$0
Other Revenue	$391,245	1.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,765,875	4.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,361,554	9.3%

Assets/Debt
Total Assets	$1,226,162,667
Total Liabilities	$1,106,872,454
Net Assets	$119,290,213

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$45,861,741

Expenses

$44,638,690

Net Income

$1,223,051

Net Assets

$116,603,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$41,565,951	90.6%
Investment Income	$3,891,748	8.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$12,512	0.0%
Net Inventory Sales	$0
Other Revenue	$391,530	0.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$930,395	2.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,211,021	7.2%

Assets/Debt
Total Assets	$1,219,597,004
Total Liabilities	$1,102,993,598
Net Assets	$116,603,406

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 20, 2024

Whitefish Credit Union Association

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $84.8M (2023)

Expenses $84.6M (2023)

Total Assets $2.09B (2023)

Total Liabilities $1.93B (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Revenue

$84.8M (2023)

Expenses

$84.6M (2023)

Total Assets

$2.09B (2023)

Total Liabilities

$1.93B (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004