WHITEFISH COMMUNITY FOUNDATION INC

Giving Together Creates Impact

Whitefish, MT   |  www.whitefishcommunityfoundation.org

Mission

The Whitefish Community Foundation is dedicated to fostering philanthropy, building endowments and helping donors and nonprofits benefit our community.

Ruling year info

2000

President

Linda Engh- Grady

Main address

P.O. Box 1060

Whitefish, MT 59937 USA

Show more contact info

EIN

81-0533002

NTEE code info

Community Foundations (T31)

Fund Raising Organizations That Cross Categories includes Community Funds/Trusts and Federated Giving Programs) e.g. United Way (T70)

Fund Raising and/or Fund Distribution (W12)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2019, 2018 and 2017.
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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

As the local Community Foundation, we are often looked to for leadership. The Great Fish Community Challenge offers nonprofits the resources and training to raise critical revenue to support their programs. We provide governance and nonprofit management training through the Nonprofit Development Partnership. Workshops are offered to nonprofits free of charge. A new NpDP program started in 2021 aims to help nonprofits that are struggling with their bookkeeping. Our goal is to help nonprofits build sound financial polices to help them become stronger and more transparent. Our Kids Fund Program is focused on helping fund nonprofits that are working to help the increasing number of children that are homeless in the Flathead Valley. In 2019, a multi year grant program was started to help nonprofits make real change for these children. In order to make more impact in this area, a fast track grant program was added in 2020 for nonprofits to apply for up to $10,000 in funding.

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?

Community Grant Program

The Community Grant Program is a competitive grant program that each year awards over $250,000 to area nonprofits. This is just one of the several nonprofit programs and donor programs offered by the Whitefish Community Foundation.

Population(s) Served
Adults

A challenge grant program organized and supported by the Whitefish Community Foundation. 32 Nonprofits participated and the Challenge raised over $1.1 Million in its first year. The Community Foundation matched 53% on the first $15,000 raised by each nonprofit in the challenge. The Foundation also covered 100% of all costs of the Challenge.

Population(s) Served
Adults

Where we work

Accreditations

Council on Foundations Accredited

Accredited by National Standards for Community Foundations - Council of Foundations 2019

Affiliations & memberships

Accredited by National Standards for Community Foundations - Council on Foundations 2019

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of entities served by expertise

This metric is no longer tracked.
Totals By Year
Population(s) Served

Age groups, Health, Social and economic status

Related Program

Community Grant Program

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

The number of nonprofits served through the Whitefish Community Foundation grant programs, nonprofit workshops, and endowment programs.

Number of programs documented

This metric is no longer tracked.
Totals By Year
Population(s) Served

Age groups, Health, Social and economic status

Related Program

Community Grant Program

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Programs offered: Community Grants, Scholarships, Nonprofit Development Grants, Micro and Major Grants, Kids Fund Program, Great Fish Community Challenge, NpDP, and the Community Emergency Response.

Number of participants engaged in programs

This metric is no longer tracked.
Totals By Year
Population(s) Served

Age groups, Family relationships, Social and economic status

Related Program

Great Fish Community Challenge

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

We work with local nonprofits and donors through the Great Fish Challenge and the Community Grant Programs as well as Donor Advised Funds all to benefit our community.

Number of clients served

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Community Grant Program

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Whitefish Community Foundation connects donors to nonprofits to benefit our community in Whitefish and neighboring communities. We work to solve real community problems.

Total number of grants awarded

This metric is no longer tracked.
Totals By Year
Population(s) Served

Age groups, Health, Social and economic status

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

This number now includes the grants awarded through the Donor Advised Fund Program as well as all other grant programs offered by the Foundation.

Number of overall donors

This metric is no longer tracked.
Totals By Year
Population(s) Served

Age groups, Health, Social and economic status

Related Program

Great Fish Community Challenge

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

This metric corresponds to the Circle of Giving, Donor Advised Funds, The Great Fish Community Challenge and general donations.

Number of new donors

This metric is no longer tracked.
Totals By Year
Population(s) Served

Age groups, Family relationships, Health, Social and economic status

Related Program

Great Fish Community Challenge

Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

Based on new donors to the Circle of Giving and the Great Fish Community Challenge.

Number of organizations applying for grants

This metric is no longer tracked.
Totals By Year
Population(s) Served

Age groups, Health, Family relationships, Social and economic status

Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

We have added programs to reach more nonprofits than ever before.

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.

The Whitefish Community Foundation works to help local nonprofits benefit our community through the following:
1. Helping to build endowments for long term sustainable funding through education, helping with planned giving program, endowment challenge grant program and assisting donors with the Montana Endowment Tax Credit.
2. Promoting a season of philanthropy through the Great Fish Community Challenge - A matching challenge grant program while helping nonprofits cut down on fundraising expenses. The Community Foundation organizes and covers 100% of the costs of the challenge.
3. Offering Community Grant Program with two grant cycles annually, to help smaller nonprofits fund important and many times critical programs and projects, as well as a Micro Grant Program to help with urgent, unexpected and sometimes emergency needs on a monthly basis.
4. Working with donors to help further their charitable giving through the Designated, Donor Advised, and Legacy Fund programs.
5. Working with nonprofits to create programs to help address the increasing number of child homelessness through the Kids Fund.
6. Strengthen nonprofit governance through the NpDP program, offering regular workshops to nonprofits for free.
7. Support nonprofits dealing with the affects of COVID-19 and other crises through emergency grants from the Community Emergency Response Fund.

The Whitefish Community Foundation works with donors through the Circle of Giving program to encourage philanthropy and offer a sustainable source of funding for all Community Foundation's grant programs. The Circle helps donors get involved in the community by connecting them to nonprofits doing important work locally. Donations to the Circle fund all of the foundation's grant programs.

Additionally, the Foundation works to build its permanent endowment fund through legacy gifts, planned gifts and more to offer another source of sustainable funding for the Foundation's operations and grant programs.

The Foundation works to offer effective grant making practices that not only provide important annual funding to local nonprofits, but also teach nonprofits how to raise money through the Great Fish Community Challenge program. Grant programs include Donor Advised Funds, Community Grants, Micro Grants, Major Community Project Grants, The Kids Fund Program, Great Fish Community Challenge, A Day of Giving & Unity, and the Community Emergency Response Fund.

Whitefish Community Foundation has grown to $45 million in assets and serves the community as a community leader by inspiring the community to give. Over the 20 year history, the Foundation has awarded over $47 million in grants to nonprofits. The grant programs have grown in the amount awarded and the type of nonprofits served. The many grant programs offer different levels of support for nonprofits in order to cater to all sizes of organizations. The annual Great Fish Community Challenge has grown to serve more nonprofits every year and increases the number of people giving to nonprofits in the community. The Nonprofit Development Partnership (NpDP) helps nonprofits grow stronger, improve their branding and marketing, increase transparency, and improve financial oversight and reporting.

The Whitefish Community Foundation has established excellent grant programs that have become a very necessary part of our community. we will continue to work on developing a larger permanent endowment fund to support the Foundations grant programs, as well as building a sustainable source of operating revenue. Increasing the Foundation's Advised Fund assets will help grow the administration fees that support the Community Foundation's operations. We have strategically lowered the fund administration fees to be more competitive and attractive to donors looking to move or open a Donor Advised Fund. The sliding scale fee allows the Foundation to be very competitive with commercial Donor Advised Fund.

Unlike commercial Donor Advised Fund organizations, when a community foundation holds a Donor Advised Fund, it gives us direct access to the donors and the ability to communicate the needs of the community to them. It has been shown that donors that hold Donor Advised Funds in a community foundation are more in-tune with the community's needs and will give more funding to that community.

The Great Fish Community Challenge has been well received by the community and more nonprofits apply to be in it each year. We are expanding our programs as much as possible each year to try to accommodate more nonprofits. We have also moved our Community Grant Program to a twice a year grant cycle in order to better serve the needs of smaller nonprofits that do not have the ability to participate in the Great Fish Community Challenge.

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 collecting feedback from the people you serve?

    Electronic surveys (by email, tablet, etc.), Paper surveys, Constituent (client or resident, etc.) advisory committees, Suggestion box/email,

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

    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,

  • What significant change resulted from feedback?

    We have added a nonprofit development program to work with nonprofits that need help within their organization to enable them to apply for our grant programs successfully.

  • With whom is the organization sharing feedback?

    Our board,

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

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback,

Financials

WHITEFISH COMMUNITY FOUNDATION 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

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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.

WHITEFISH COMMUNITY FOUNDATION INC

Board of directors
as of 5/28/2021
SOURCE: Self-reported by organization
Board chair

Ms. Linda Maetzold

Retired

Term: 2022 - 2020

Linda Maetzold

Owner: Buffalo Cafe

Jamie Shennan

Retired/Trinity Ventures

John Collins

Retired/John B. Collins Associates

Ken Wessels

Retired/Investments

Betsy Bayne

Owner/Computer Industry

John Witt

Retired/Business Owner

Doug Reed

Owner/Whitefish Lake Restaurant

Monica Pastor

Owner/Underscore Art Gallery

Maureen Casey

Real Estate Investor

Ardy Whisler

Retired Nurse

Lucy Smith

Philanthropist/Nonprofit Volunteer

Greg Garrison

Retired Accountant

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? No

Organizational demographics

SOURCE: Self-reported; last updated 05/28/2021

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

The organization's leader identifies as:

Race & ethnicity
Decline to state
Gender identity
Female
Sexual orientation
Decline to state
Disability status
Decline to state

Race & ethnicity

Gender identity

 

Sexual orientation

No data

Disability

No data