Philanthropy, Voluntarism, and Grantmaking

WHITEFISH COMMUNITY FOUNDATION INC

Giving Together Creates Impact

Whitefish, MT

Mission

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

Ruling Year

2000

President

Linda Engh- Grady

Main Address

P.O. Box 1060

Whitefish, MT 59937 USA

Keywords

Whitefish Montana Community Foundation

EIN

81-0533002

 Number

0392920507

Cause Area (NTEE Code)

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.

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Social Media

Programs + Results

What we aim to solve

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 often work with nonprofits through our workshops to better equip them with the knowledge on running their nonprofits, reporting, governance, and more. Small nonprofits struggle to retain Board members and often are guided by individuals with little nonprofit experience. We make a point of connecting with nonprofits to help them build their programs through awareness and outreach. In 2019 we added a new program The Kids Fund - Giving Voice to Children. This program is focused on helping fund nonprofits that are working to help the increasing number of children that are homeless in the Flathead Valley. From families living in homeless situations to teenagers who are homeless. We are working to create lasting life changes for these children.

Our programs

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

SOURCE: Self-reported by organization

Community Grant Program

Great Fish Community Challenge

Where we work

Our Results

How does this organization measure their results? It's a hard question but an important one. These quantitative program results are self-reported by the organization, illustrating their committment to transparency, learning, and interest in helping the whole sector learn and grow.

SOURCE: Self-reported by organization

Number of entities served by expertise

TOTALS BY YEAR
Population(s) served

General/Unspecified

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

TOTALS BY YEAR
Population(s) served

General/Unspecified

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 Training, Nonprofit Development Grants, Micro Grants, Major Grants, Kids Fund Program, and Great Fish Community Challenge.

Number of participants engaged in programs

TOTALS BY YEAR
Population(s) served

General/Unspecified

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

TOTALS BY YEAR
Population(s) served

General/Unspecified

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

TOTALS BY YEAR
Population(s) served

General/Unspecified

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context notes

This number does not include the grants awarded through the Donor Advised Fund Program. It is only the Community Grant Programs, Great Fish Challenge, Micro Grants and Major Grants awarded by WCF.

Number of overall donors

TOTALS BY YEAR
Population(s) served

General/Unspecified

Related program

Great Fish Community Challenge

Type of Metric

Input - describing resources we use

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

TOTALS BY YEAR
Population(s) served

General/Unspecified

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

TOTALS BY YEAR
Population(s) served

General/Unspecified

Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context notes

Great Fish Challenge is growing to serve more but cannot grow too quickly as we work internally to support it. In 2016 we did not offer the Community Grant Program in order move to a staggered cycle.

Charting Impact

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

SOURCE: Self-reported by organization

What is the organization aiming to accomplish?

What are the organization's key strategies for making this happen?

What are the organization's capabilities for doing this?

How will they know if they are making progress?

What have they accomplished so far and what's next?

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 an annual Community Grant Program to help nonprofits fund important and many times critical programs and projects, as well as an Immediate 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.

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

2020 marks the 20th anniversary of Whitefish Community Foundation. It has grown to $35 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 $42 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 grows to serve more nonprofits every year and increases the number of people giving to nonprofits in the community. The Nonprofit Development Program helps nonprofits grow stronger, improve their branding and marketing, increase transparency, and improve financial oversight and reporting.

The Whitefish Community Foundation Board of Directors measures the effectiveness and success of the Foundation on how much money we are able to distribute to our local nonprofits each year and how we are able to grow the advised funds and reach new donors.

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

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

Source: Self-reported by organization

the feedback loop
check_box We shared information about our current feedback practices.
How is the organization collecting feedback?
We regularly collect feedback through: electronic surveys (by email, tablet, etc.), paper surveys, constituent (client or resident, etc.) advisory committees, suggestion box/email.
How is the organization using feedback?
We use feedback to: 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.
With whom is the organization sharing feedback?
We share feedback with: our board.
What challenges does the organization face when collecting feedback?
It is difficult to: it is difficult to get the people we serve to respond to requests for feedback.
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.

External Reviews

Accreditations

Council on Foundations Accredited

Affiliations & Memberships

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

Photos

Financials

WHITEFISH COMMUNITY FOUNDATION INC

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Operations

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

Need more info?

FREE: Gain immediate access to the following:

  • Address, phone, website and contact information
  • Forms 990 for 2018, 2017 and 2016
  • A Pro report is also available for this organization.

See what's included

Board Leadership Practices

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

SOURCE: Self-reported by organization

BOARD ORIENTATION & 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 & 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

Who works and leads organizations that serve our diverse communities? This organization has voluntarily shared information to answer this important question and to support sector-wide learning. GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

SOURCE: Self-reported; last updated 01/16/2020

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