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
Among its reported 2024 grants, the largest include Whitefish Community Foundation ($71,000), Logan Health ($21,000), Flathead Livestock Sale Organization ($10,373).
| Recipient | Purpose | Amount |
|---|---|---|
| WHITEFISH COMMUNITY FOUNDATION WHITEFISH, MT | COMMUNITY FOOD BANKS, LOCAL MUSEUM, AND SCHOOL EDUCATIONAL FUND | $71,000 |
| LOGAN HEALTH KALISPELL, MT | SUPPORT FOR CHILDREN'S TOY DRIVE AND SUPPORT EMERGENCY RESCUE TEAM | $21,000 |
| FLATHEAD LIVESTOCK SALE ORGANIZATION KALISPELL, MT | SUPPORT FOR ANNUAL FAIR BENEFITING LOCAL YOUTH | $10,373 |
| WHITEFISH LEGACY PARTNERS WHITEFISH, MT | SUPPORT OF CONSERVATION OF LOCAL TRAIL | $10,000 |
| FLATHEAD VALLEY COMMUNITY COLLEGE FOUNDATION KALISPELL, MT | SCHOLARSHIPS AT LOCAL COMMUNITY COLLEGE | $9,900 |
| NORTH LAKE PUBLIC LIBRARY FOUNDATION POLSON, MT | SUPPORT LOCAL LIBRARY | $8,000 |
| BOB MARSHALL WILDERNESS HUNGRY HORSE, MT | SUPPORT CONSERVATION OF LOCAL WILDERNESS AREA | $7,500 |
| FLATHEAD VALLEY SKI EDUCATION FOUNDATION WHITEFISH, MT | SUPPORT FOR YOUTH SKIING | $6,492 |
| PARKSIDE CHARITABLE FOUNDATION INC WHITEFISH, MT | SUPPORT LOCAL SCHOOL PROGRAMS | $5,500 |
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 |
Frequently Asked Questions
How large is Whitefish Credit Union Association?
As of 2024, Whitefish Credit Union Association holds $1.9B in total assets with $90.2M in annual revenue. It awarded 9 grants totaling $150K in 2024.
Where does Whitefish Credit Union Association operate?
Whitefish Credit Union Association has awarded grants in Montana.
What size grants does Whitefish Credit Union Association award?
In 2024, Whitefish Credit Union Association awarded 9 grants totaling $150K — an average of about $17K per grant, based on its IRS Form 990 filings.
What is Whitefish Credit Union Association's EIN?
Whitefish Credit Union Association's EIN (Employer Identification Number) is 81-0208730. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Whitefish Credit Union Association's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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