2024-11-15T00:05:37-06:00 2023-12-31 480567703 PINION LLC 1821 SOUTH AVENUE WEST 5TH FLOOR MISSOULA MT 59801 990 2023-01-01 200674119 WHITEFISH LEGACY PARTNERS INC WHIT 4068623880 PO BOX 1895 WHITEFISH MT 599371895 REID SABIN CHAIR 4068623880 2024-11-14 1 0 SUSAN J SORENSON P02174611 4067217800 2024-11-14 2023 2024-10-15 13:58:12Z REID SABIN PO BOX 1895 WHITEFISH MT 599371895 2638223 0 X WWW.WHITEFISHLEGACY.ORG X 2003 MT TO ENSURE CONSERVATION, RECREATION, AND EDUCATION ON THE LANDS AROUND WHITEFISH, MONTANA FOR FUTURE GENERATIONS. 11 11 7 176 0 0 1051005 2410623 3676 2638 21232 53197 32367 49396 1108280 2515854 0 0 0 0 347613 398073 0 0 50426 583339 513145 930952 911218 177328 1604636 1913634 3517358 27290 14303 1886344 3503055 X 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. 0 0 523517 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. 174475 2638 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. 139508 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. 837500 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 1 1 0 X X THE ORGANIZATION 4068623880 PO BOX 1895 WHITEFISH MT 599371895 MIKE JOPEK CHAIR 0.84 X X 0 0 0 REID SABIN VICE CHAIR 0.94 X X 0 0 0 JULIE BALDRIDGE TREASURER 0.92 X X 0 0 0 SOMER TREAT SECRETARY 0.92 X X 0 0 0 DIANE CONRADI NONVOTING DIRECTOR 0.53 X 0 0 0 LESLIE HUNT PAST CHAIR 0.53 X 0 0 0 MARISSA KEENAN DIRECTOR 0.53 X 0 0 0 MIKE MEADOR DIRECTOR 0.53 X 0 0 0 NICK POLUMBUS DIRECTOR 0.53 X 0 0 0 ERIN SABIN DIRECTOR 0.53 X 0 0 0 RACHEL SCHMIDT DIRECTOR 0.53 X 0 0 0 BECKY SMITH-POWELL DIRECTOR 0.53 X 0 0 0 HEIDI VAN EVEREN EXECUTIVE DIRECTOR 40.00 X 94992 0 10660 94992 0 10660 0 0 0 0 0 29801 2380822 90883 2410623 EDUCATION 900099 2638 2638 2638 53197 53197 68738 68738 0 0 95838 29801 41425 54413 54413 7189 12206 -5017 -5017 2515854 2638 0 102593 X 105652 96547 752 8353 236071 210288 5892 19891 26977 21582 5395 29373 23498 5875 3505 2629 876 112118 109955 2163 5455 2908 1274 1273 6082 3041 3041 18307 13730 4577 186 186 4577 3095 1482 4945 3709 1236 TRAIL CONSTRUCTION 171242 171242 TRAIL OPERATIONS AND MA 130222 130222 NONCASH DONATIONS 22144 22144 SUPPLIES 15758 9086 4543 2129 18604 13824 2474 2306 911218 837500 23292 50426 271687 248647 1498418 3197295 148529 70546 4064 4064 0 0 -5000 870 1913634 3517358 22512 10987 4778 3316 27290 14303 X 1886344 3503055 1886344 3503055 1913634 3517358 X 1604636 -1216 13291 X 0 0 0 X 478138 577702 871329 1077855 2410623 5415647 57703 8708 32876 9179 9827 118293 535841 586410 904205 1087034 2420450 5533940 25500 18500 103000 400000 1050025 1597025 0 25500 18500 103000 400000 1050025 1597025 3936915 11808 9812 8067 21232 53197 104116 11808 9812 8067 21232 53197 104116 382 382 547649 596222 912654 1108266 2473647 5638438 0.69820 0.88270 0.01850 0.01650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4778 9448 10910 3316 1 X 44997 -6039 378 38580 51624 -6240 387 44997 43448 8555 379 51624 39806 3952 310 43448 19658 14975 5445 272 39806 1.00000 0.00000 0.00000 1 0 4064 4064 0 0 PART IV, LINE 2B: WLP HOLDS A CUSTODIAL ACCOUNT FOR FLATHEAD TRAIL ASSOCIATION UNDER A FISCAL SPONSOR AGREEMENT. PART V, LINE 4: THE ENDOWMENT FUND IS HELD BY THE WHITEFISH COMMUNITY FOUNDATION AND PROCEEDS ARE USED TO SUPPORT THE WHITEFISH TRAIL OPERATIONS AND MANAGEMENT NEEDS. WHITEFISH TRAIL BLAZER 59321 11031 48290 22053 HOOTENANNY 58939 11985 46954 18849 2 7379 6785 594 523 125639 29801 95838 41425 41425 54413 LAW OFFICE OF DIANE CONRADI NON-VOTING BOARD MEMBER IS A PARTNER IN THE LAW FIRM 30000 FEES PAID FOR PROJECT-BASED SERVICES TO CONTINUE THE SMITH LAKE LEGACY PROJECT, PURSUE CONSERVATION OPPORTUNITIES, AND SECURE FUNDING SOURCES FOR CONSERVATION AND RECREATION EFFORTS, WITH A LIMITED SCOPE OF PROFESSIONAL LEGAL SERVICES PROVIDED TO THE OFFICERS, BOARD AND STAFF OF WHITEFISH LEGACY PARTNERS. 0 X 2 68738 FAIR MARKET VALUE X 9 3723 FAIR MARKET VALUE X RAFFLE ITEMS/FUNDRAISING PRIZES 21 18422 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS REPORTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING. THE BOARD CHAIRMAN IS CHARGED WITH REVIEWING THE FINAL FORM 990 AND REPORTING IT TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR COMPENSATION REVIEW WAS COMPLETED BY THE WHITEFISH LEGACY PARTNER'S EXECUTIVE COMMITTEE. DIRECTOR OF DEVELOPMENT AND PROGRAM DIRECTOR COMPENSATION REVIEW WAS COMPLETED BY THE EXECUTIVE DIRECTOR. SALARY ANNUAL COMPENSATION REPORTS WERE REFERENCED AS PUBLISHED ONLINE BY TREC, SALARY SURVEY, THE MONTANA NON-PROFIT ASSOCIATION, AND OTHER ONLINE REFERENCE DOCUMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 93,160. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,164. TOTAL EXPENSES 94,324. WEBSITE & IT SERVICES: PROGRAM SERVICE EXPENSES 2,996. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 999. TOTAL EXPENSES 3,995. OUTREACH AND DEVELOPMENT: PROGRAM SERVICE EXPENSES 13,799. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,799. FORM 990, PART XI, LINE 9: CHANGE IN QUASI ENDOWMENT FUND -6,417. ENDOWMENT DISTRIBUTION 19,708.