Whitefish Credit Union Association

WHITEFISH, MT EIN: 81-0208730 Website

TO PROVIDE A FAVORABLE RETURN ON SAVINGS AND LOANS AT REASONABLE RATES TO ELIGIBLE MEMBERS.

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25M$50M$74M$99M20202021202220232024
Metric202420232022
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

$0$38K$76K$114K$152K0 grants20200 grants20218 grants202210 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

WHITEFISH COMMUNITY FOUN…$71KLOGAN HEALTH$21KFLATHEAD LIVESTOCK SALE …$10KWHITEFISH LEGACY PARTNERS$10KFLATHEAD VALLEY COMMUNIT…$10KNORTH LAKE PUBLIC LIBRAR…$8KBOB MARSHALL WILDERNESS$8KFLATHEAD VALLEY SKI EDUC…$6KPARKSIDE CHARITABLE FOUN…$6K

Grant Size Distribution

27 grants across all recorded years

24<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Whitefish Credit Union Association fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JAMES KENYONPRESIDENT AND CEO$1.3MSCOTT BOLSTERSVP AND CHIEF FINANCIAL OFFI…$329KSTEPHEN W HAUGENSVP AND CHIEF INFORMATION OF…$247KCOLLEEN M MURPHYSVP AND CHIEF OPERATIONS OFF…$233KCORY J COOPMANSVP OF IT AND PROJECT MANAGE…$209KMATTHEW VENTURINISVP OF LENDING$201KKELLY S ST ONGEVP COMMERCIAL CREDIT OFFICER$195KCHERYL MINTZSVP OF HUMAN RESOURCES$190KJENNIFER D ARCHERSVP OF RETAIL & LOAN OPERATI…$181KJOSHUA S WILSONSVP OF MARKETING$179KSHANNON TOBINCOMMERCIAL LOAN MANAGER$146KTIMOTHY GAERTNERVP, MORTGAGE LOAN MANAGER$145KMOLLY DROLLINGERVP CONTROLLER$144KBARBARA STROUSEVP MORTGAGE LOAN MANAGER$144KMICHAEL T BLUBAUGHINV. OFFICER (FORMER CFO)$122K

From 2024 filing

NameTitleHoursCompensation
FRANK BARNESBOARD CHAIRMAN2
SUE BROWNBOARD VICE CHAIRMAN2
LEO TRACYSECRETARY TREASURER2
LYLE PHILLIPSBOARD DIRECTOR2
TOM CULLENBOARD DIRECTOR2
SHARON KAHLEBOARD DIRECTOR2
FRANK GARNERBOARD DIRECTOR2
JENNIFER D ARCHERSVP OF RETAIL & LOAN OPERATIONS40$181,263
SCOTT BOLSTERSVP AND CHIEF FINANCIAL OFFICER40$328,867
CORY J COOPMANSVP OF IT AND PROJECT MANAGEMENT40$209,421
STEPHEN W HAUGENSVP AND CHIEF INFORMATION OFFICER40$246,648
JAMES KENYONPRESIDENT AND CEO40$1,276,177
CHERYL MINTZSVP OF HUMAN RESOURCES40$189,656
COLLEEN M MURPHYSVP AND CHIEF OPERATIONS OFFICER40$233,461
MATTHEW VENTURINISVP OF LENDING40$200,941
JOSHUA S WILSONSVP OF MARKETING40$178,784
MOLLY DROLLINGERVP CONTROLLER40$143,852
TIMOTHY GAERTNERVP, MORTGAGE LOAN MANAGER40$145,188
SHANNON TOBINCOMMERCIAL LOAN MANAGER40$146,132
KELLY S ST ONGEVP COMMERCIAL CREDIT OFFICER40$194,807
BARBARA STROUSEVP MORTGAGE LOAN MANAGER40$143,582
MICHAEL T BLUBAUGHINV. OFFICER (FORMER CFO)25$121,710

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Columbia FallsHungry HorseKalispellPolsonWhitefish

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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