Whitebark Pine Ecosystem Foundation

Nonprofit profile at a glance

EIN
810529312
IRS 990-EZ coverage
2021–2024
Forms available
Form 990-EZ 2024, Form 990-N 2009
Location
Missoula, MT, USA
Phone
4062030012
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Natural Resources Conservation and Protection

Official website

Reported finances

Revenue
$66,234
Expenses
$110,175
Assets
$72,893
Liabilities
$851

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • JULEE SHAMHART (EXECUTIVE DIRECTOR)

People named in this filing

  • GLENDA SCOTT (DIRECTOR)
  • BOB KEANE (ASSOCIATE DIRECTOR)
  • MELISSA JENKINS (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Enhance conservation of whitebark pine and other five needle high elevation ecosystems by supporting restoration, education, management, and research

What it reported doing in 2024

Communicaton and outreach. Provide information within professional and public domains on the status of whitebark pine ecosystems and other high elevation five needle pine trees via website, conferences, symposium, newsletter, and media. Work continues into future years.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Hybrid. The nonprofit split its reported program spending across 47% for direct work, and 53% for grants.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 82
  • Sustainability: 19
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75.3%; rating input score 75
  • Program expense ratio: 45.3%; rating input score 45

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -66.3%; rating input score 10; 10th percentile among comparable filings
  • Total-asset coverage ratio: 0.66; rating input score 36; 36th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 28; 28th percentile among comparable filings
  • Officer compensation ratio: 50.6%; rating input score 3; 3rd percentile among comparable filings

Growth

  • Program expense growth: -10.7% per year; rating input score 0; 26th percentile among comparable filings
  • Revenue growth: -34.4% per year; rating input score 0; 9th percentile among comparable filings
  • Asset growth: -17.4% per year; rating input score 0; 11th percentile among comparable filings

Details

  • Where the money goes: 75.3% of revenue deployed · 45.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $50K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 7 of 8 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2021 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Program expense ratio scored 45/100.
  • Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 10/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
  • High — Sustainability: Officer compensation ratio scored 3/100.
  • High — Sustainability: Liabilities to assets ratio scored 28/100.