EIN 81-0208730

Whitefish Credit Union Association

IRS 501(c) type
501(c)(14)
Num. employees
266
City
Whitefish
State
Year formed
1934
Most recent tax filings
2022-12-01
Description
The Whitefish Credit Union Association aims to provide loans and savings options to its members while offering a favorable return on their financial investment. Membership is limited to eligible individuals residing in specific Montana counties.
Related structure
Whitefish Credit Union Association is a child organization, under an unknown parent.
Total revenues
$66,349,817
2022
Total expenses
$59,623,158
2022
Total assets
$2,160,572,373
2022
Num. employees
266
2022

Program areas at Whitefish Credit Union Association

To provide a favorable return on savings and loans at reasonable rates to eligible members. Membership is restricted to those individuals residing in Montana counties of flathead, lake, lincoln, sanders, broadwater, gallatin, lewis and clark, missoula and ravalli, and within a 50 mile radius of Whitefish Montana.

Grants made by Whitefish Credit Union Association

GranteeGrant descriptionAmount
Whitefish Community FoundationCommunity Food Banks, Local Museum and School Educational Fund$58,000
Logan Healthcare Foundation / Kalispell Regional Healthcare FoundationSupport for Children's Toy Drive and Support Emergency Rescue Team$19,588
Flathead Valley Community College FoundationScholarship for Local Students$12,000
...and 4 more grants made

Personnel at Whitefish Credit Union Association

NameTitleCompensation
James KenyonPresident and Chief Executive Officer$1,193,423
Jim KenyonPresident and Chief Executive Officer , Chief Executive Officer
Colleen M MurphySenior Vice President and Chief Operating Officer / Chief Operating Officer , Chief Operating Officer / Senior Vice President of Operations$209,497
Scott BolsterSenior Vice President and Chief Financial Officer$292,598
Stephen W HaugenSenior Vice President and Chief Information Officer , Chief Information Officer / Chief Information Officer and Senior Vice President / Senior Vice President and Chief Information Officer$224,078
...and 22 more key personnel

Financials for Whitefish Credit Union Association

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$48,310,313
Investment income and dividends$19,507,980
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-1,501,376
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$32,900
Total revenues$66,349,817

Form 990s for Whitefish Credit Union Association

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-03990View PDF
2021-122022-11-15990View PDF
2020-122021-11-08990View PDF
2018-122020-01-22990View PDF
2017-122019-03-15990View PDF
...and 8 more Form 990s

Organizations like Whitefish Credit Union Association

OrganizationLocationRevenue
Rocky Mountain Credit Union (RMCU)Helena, MT$16,619,836
SF Fire Credit UnionSan Francisco, CA$62,656,925
Credit Union of DenverLakewood, CO$40,883,372
Alabama Credit UnionTuscaloosa, AL$76,294,666
Brazos Valley Schools Credit Union (BVSCU)Katy, TX$44,696,240
LBS Financial Credit UnionWestminster, CA$64,266,960
Michigan First Credit UnionLathrup Village, MI$108,549,762
Seattle Metropolitan Credit Union Seattle Credit Union (SMCU)Seattle, WA$48,414,512
Max Credit UnionMontgomery, AL$81,267,225
Pacific Service Credit UnionConcord, CA$55,384,960
Data update history
December 31, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 31, 2023
Updated personnel
Identified 1 new personnel
December 24, 2023
Used new vendors
Identified 6 new vendors, including , , , , , and
July 8, 2023
Used new vendors
Identified 5 new vendors, including , , , , and
June 30, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
State / local level
General information
Address
300 Baker Ave PO Box 37
Whitefish, MT 59937
County
Flathead County, MT
Website URL
whitefishcu.com/ 
Phone
(406) 862-3525
Facebook page
Whitefishcu 
Twitter profile
@whitefishcu 
IRS details
EIN
81-0208730
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1934
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
W60: Financial Institutions, Credit Unions
NAICS code, primary
522130: Credit Unions
Parent/child status
Child within group exemption
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