Whitefish Credit Union Association
TO PROVIDE A FAVORABLE RETURN ON SAVINGS AND LOANS AT REASONABLE RATES TO ELIGIBLE MEMBERS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9B
-6.7% YoY
Annual Giving
$150K
-1.2% YoY
Grant Count
9
-10.0% YoY
Avg Grant Size
$17K
+9.8% YoY
About Whitefish Credit Union Association
Based on IRS filings
Whitefish Credit Union Association is a nonprofit organization, based in WHITEFISH, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9B in total assets. In 2024, it awarded 9 grants totaling $150K. Net investment income was $25.3M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,946,130,425 | $2,085,209,537 | $2,160,572,373 |
| Revenue | $90,196,847 | $84,848,930 | $66,349,817 |
| Expenses | $87,938,601 | $84,551,914 | $59,623,158 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $25,341,219 | $26,199,823 | $18,006,604 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FRANK BARNES | BOARD CHAIRMAN | 2 | — |
| SUE BROWN | BOARD VICE CHAIRMAN | 2 | — |
| LEO TRACY | SECRETARY TREASURER | 2 | — |
| LYLE PHILLIPS | BOARD DIRECTOR | 2 | — |
| TOM CULLEN | BOARD DIRECTOR | 2 | — |
| SHARON KAHLE | BOARD DIRECTOR | 2 | — |
| FRANK GARNER | BOARD DIRECTOR | 2 | — |
| JENNIFER D ARCHER | SVP OF RETAIL & LOAN OPERATIONS | 40 | $181,263 |
| SCOTT BOLSTER | SVP AND CHIEF FINANCIAL OFFICER | 40 | $328,867 |
| CORY J COOPMAN | SVP OF IT AND PROJECT MANAGEMENT | 40 | $209,421 |
| STEPHEN W HAUGEN | SVP AND CHIEF INFORMATION OFFICER | 40 | $246,648 |
| JAMES KENYON | PRESIDENT AND CEO | 40 | $1,276,177 |
| CHERYL MINTZ | SVP OF HUMAN RESOURCES | 40 | $189,656 |
| COLLEEN M MURPHY | SVP AND CHIEF OPERATIONS OFFICER | 40 | $233,461 |
| MATTHEW VENTURINI | SVP OF LENDING | 40 | $200,941 |
| JOSHUA S WILSON | SVP OF MARKETING | 40 | $178,784 |
| MOLLY DROLLINGER | VP CONTROLLER | 40 | $143,852 |
| TIMOTHY GAERTNER | VP, MORTGAGE LOAN MANAGER | 40 | $145,188 |
| SHANNON TOBIN | COMMERCIAL LOAN MANAGER | 40 | $146,132 |
| KELLY S ST ONGE | VP COMMERCIAL CREDIT OFFICER | 40 | $194,807 |
| BARBARA STROUSE | VP MORTGAGE LOAN MANAGER | 40 | $143,582 |
| MICHAEL T BLUBAUGH | INV. OFFICER (FORMER CFO) | 25 | $121,710 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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