GOLD2022

The Catholic Foundation of Eastern Montana, Inc

Endowing the Future of Our Faith

aka Catholic Foundation of Eastern Montana   |   GREAT FALLS, MT   |  http://www.catholicfoundationmt.org

Mission

In joyful relationship with Christ and our donors, the Catholic Foundation of Eastern Montana builds permanent, everlasting endowments to secure a vibrant future for Catholic parishes, schools, and ministries in our diocese.

Ruling year info

1946

President

Judy Held

Main address

PO BOX 1345

GREAT FALLS, MT 59403-1345 USA

Show more contact info

EIN

81-0530034

NTEE code info

Roman Catholic (X22)

IRS filing requirement

This organization is not required to file an annual return with the IRS because it is a church.

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

We have underfunded ministries in our Catholic diocese due to it being a sparsely populated, vast diocese. There is a need to build permanent endowments for our various churches, schools, organizations and diocesan-wide ministries, in order to ensure a strong and stable future for the Catholic Church in our two-thirds of Montana.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Permanent Endowments to support Catholic churches, ministries, schools, and organizations

We seek, secure, invest and manage endowments to support Catholic schools, parishes, Catholic organizations and diocesan ministries within the geographic boundaries of the Diocese of Great Falls-Billings.

Population(s) Served
Catholics

Where we work

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

We imagine a future where every parish in our diocese has a steady, reliable stream of income, year after year, to help fund vibrant ministries for their parishioners and communities.

We also imagine a future where our faithful, long-serving priests are cared for as they grow older; where we have plentiful seminarians and their educational costs are covered each year; where our youth have dynamic opportunities to grow in their Catholic Faith.

1. We need to hold ourselves to high standards of professionalism and inspire trust.
2. We need to educate, motivate and inspire through excellent marketing of mission, purpose and planned giving techniques.
3. This can be accomplished through presentations and visits to parishes and also through one-on-one visits.
4. Working with our board, we can utilize their expertise in many areas.

Our board members have expertise in areas of accounting, management, finance and non-profits through their careers and volunteer work.

The President brings 25 years of experience and service in philanthropic and nonprofit development, including charitable planned giving.
The part-time Special Projects Assistant has years of experience in fundraising, banking, and compliance.
Both staff members are faithful, practicing Catholics who put God first in their work and are 100% committed to donors and fund beneficiaries.
The Board of Directors are the same -- strong Catholics who care deeply about the future of the Catholic Church in our diocese.

Our parishioners are eager to learn and help in accomplishing our goals, because they love God and take the mission of the Catholic faith seriously.

Education on planned gifts through presentations and talking with donors one-on-one has shown that donors are eager learn and provide funds supporting their faith while also reducing their tax burden.

We would like to increase our efforts at educating donors so they understand the many reasons to share the gifts God has blessed them with and ensure a strong and everlasting future for the Catholic Church.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.

  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback

Financials

The Catholic Foundation of Eastern Montana, Inc
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

Subscribe

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  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

The Catholic Foundation of Eastern Montana, Inc

Board of directors
as of 09/26/2022
SOURCE: Self-reported by organization
Board chair

Mr. John Patterson

Patterson Ranch

Term: 2021 -

Gale Kreitzberg

Tom Mathews

Cami Chandler

Gibco, Inc.

Rev. Peter Guthneck

Deacon Nathan Haney

KDH Law Firm

Patricia Hohne

Rachel Howard

Rev. John Pankratz

Anne Triplett

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes