Philanthropy, Voluntarism, and Grantmaking

MONTANA HISTORY FOUNDATION, INC.

  • Helena, MT
  • http://www.mthistory.org/

Mission Statement

The Montana History Foundation is an independent, nonprofit corporation preserving the rich legacy of Montana's past--one story, one community, one project at a time. We grant funds, mobilize the generosity of donors and collaborate with individuals and organizations to explore and honor Montana history.

Main Programs

  1. Grant Program
  2. History Emergencies!
  3. Fiscal Sponsorships
Service Areas

Self-reported

Montana

Montana

ruling year

1986

President/CEO since 2015

Self-reported

Mrs. Charlene Porsild

Keywords

Self-reported

Montana

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EIN

81-0435459

 Number

2911818092

Physical Address

1750 North Washington Street

Helena, MT 59601

Contact

Cause Area (NTEE Code)

Fund Raising and/or Fund Distribution (T12)

Private Grantmaking Foundations (T20)

Other Art, Culture, Humanities Organizations/Services N.E.C. (A99)

IRS Filing Requirement

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

Programs + Results

How does this organization make a difference?

Overview

Self-reported by organization

The Montana History Foundation is the leading source for contributions and funding to preserve and protect history resources throughout Montana. We raise money and give grants for preservation and restoration projects across the state of Montana. Our granting program has made a positive impact to 119 projects in 58 communities in 37 counties in Montana. Our fiscal sponsorship program is helping other organizations to apply for and receive grants and donations.

Programs

Self-reported by organization

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

Program 1

Grant Program

The Montana History Foundation offers grants of $500 to $5,000 to preserve and protect the historic legacy of communities across the state. Funding is provided in the following categories: Historic Cemeteries and Sacred Sites, Buildings and Structures, Collections and Artifacts, Oral History, and Education and Outreach

Category

Arts, Culture & Humanities

Population(s) Served

Other Named Groups

Budget

$110,000

Program 2

History Emergencies!

History Emergencies! is a new program to save Montana heritage resources that are in imminent danger. Here at the History Foundation we regularly receive calls asking for emergency help to save a part of Montana’s history that will be lost if we don’t act quickly. In response, we are launching this new program.

Category

Arts, Culture & Humanities

Population(s) Served

Other Named Groups

Budget

Program 3

Fiscal Sponsorships

The Montana History Foundation provides fiscal sponsorship services to various organizations.

Category

Arts, Culture & Humanities

Population(s) Served

Other Named Groups

Budget

Charting Impact

Self-reported by organization

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

  1. What is the organization aiming to accomplish?
    We want to have an impact in all 56 counties in Montana by providing grant funding for important history projects across the state.

    We want to continue to increase our granting program with the number and amount of grants we give each year.

    We want to help organizations that have history emergencies that pose an imminent danger to collections or buildings, such as water damage to collections or a building that will be destroyed if action is not taken.

    We want to increase our donor base to include the millennial generation.

  2. What are the organization's key strategies for making this happen?
    We plan to target museums and organizations in the counties where we have not provided previous grant funding.

    We want to increase the giving levels of current donors and add new donors to fund our granting program.

    We have announced our new History Emergencies! program through our electronic newsletter and the 2016 summer appeal. We will continue to inform our constituents of our granting program and our History Emergencies! program on Facebook, in email newsletters, and through direct mail.

    We are currently researching ways to increase interest and participation of the millennial generation in our programs. We are looking at holding events such as history dinners at a local historical restaurant and history happy hour at a local brew house.

    We held six grant writing workshops last year, and the number and quality of grant applications increased. We will hold five grant writing workshops this year. We will continue holding grant writing workshops into the future.
  3. What are the organization's capabilities for doing this?
    Our president/CEO is very capable in reaching out to donors to increase the giving.

    Our programs director is very capable of ensuring that museums and organizations that have not received a grant are informed of our granting program.

    Our president/CEO and our programs director conduct the grant writing workshops across the state.

    Our staff is small, so events are a challenge. We partner with other history organizations on events.
  4. How will they know if they are making progress?
    Our number of Facebook page likes is one indicator. We created our Facebook page just under two years ago, and have almost 600 likes in that time.

    We also began an electronic newsletter this year, and our number of subscribers to that newsletter is a good indicator that people like what we are doing and are interested in maintaining that subscription.

    The number of people who attended history dinners last year was successful, with each monthly history dinner selling out.

    When we begin having history happy hours, our number of attendees to those events will be a progress indicator.

    The number and quality of grant applications is a great indicator of how effective our grant writing workshops are.
  5. What have and haven't they accomplished so far?
    We have increased people's knowledge of who we are and what we do by our Facebook presence, our grants program, and by traveling around the state providing grant writing workshops. Five years ago, most people had never heard of the Montana History Foundation.

    We have not reached the Millennial generation. That is our upcoming challenge.
Service Areas

Self-reported

Montana

Montana

Social Media

Videos

External Reviews

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Financials

Financial information is an important part of gauging the short- and long-term health of the organization.

MONTANA HISTORY FOUNDATION
Fiscal year: Jul 01-Jun 30
Yes, financials were audited by an independent accountant.

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Operations

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

MONTANA HISTORY FOUNDATION, INC.

Leadership

NEED MORE INFO ON THIS NONPROFIT?

Free: Gain immediate access to the following:
  • Address, phone, website and contact information
  • Forms 990 for 2015, 2014 and 2013
  • Board Chair and Board Members
  • Access to the GuideStar Community
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President/CEO

Mrs. Charlene Porsild

BIO

Charlene Porsild, is the President and CEO of the Montana History Foundation. A native of Canada's Yukon, Charlene is an historian, administrator, and fundraiser with over 25 years of experience in higher education, museums, archives, and the nonprofit sector. A former Fulbright Scholar, she is also author of several books including Montana Place Names From Alzada to Zoortman, published by the Montana Historical Society Press. She has fifteen years of experience as a university professor and administrator and served for five years as Director of Research Center at the Montana Historical Society.

Charlene lives in Helena with her husband, Clark Whitehorn and their son, Noah Whitehorn.

Governance

BOARD CHAIR

Mr. Tom Lund

No Affiliation

Term: July 2016 - June 2018

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. Self-reported by organization

Yes

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?

No

BOARD PERFORMANCE

Has the board conducted a formal, written self-assessment of its performance within the past three years?


ORGANIZATIONAL DEMOGRAPHICS

In order to support nonprofits and gain valuable insight for the sector, GuideStar worked with D5—a five-year initiative to advance diversity, equity, and inclusion in philanthropy—in creating a questionnaire. This section is a voluntary questionnaire that empowers organizations to share information on the demographics of who works in and leads organizations. To protect the identity of individuals, we do not display sexual orientation or disability information for organizations with fewer than 15 staff. Any values displayed in this section are percentages of the total number of individuals in each category (e.g. 20% of all Board members for X organization are female).

Gender
Race & Ethnicity
Sexual Orientation

This organization reports that it does not collect this information for Board Members, Full-Time Staff and Part-Time Staff.

Disability

This organization reports that it does not collect this information for Board Members, Full-Time Staff and Part-Time Staff.

Diversity Strategies
No
We track retention of staff, board, and volunteers across demographic categories
No
We track income levels of staff, senior staff, and board across demographic categories
No
We track the age of staff, senior staff, and board
No
We track the diversity of vendors (e.g., consultants, professional service firms)
No
We have a diversity committee in place
No
We have a diversity manager in place
No
We have a diversity plan
Yes
We use other methods to support diversity
Diversity notes from the nonprofit
Montana as a state is not very diverse. We choose board and staff based on talents, skills, and abilities.