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

Dr. 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 provides leadership and funding to community history organizations across the state of Montana.

We raise money and give grants for preservation and restoration projects, education and interpretation, and oral histories. Our grants have made a positive impact by placing over half a million dollars directly into community projects since 2012.

We support partner organizations by serving as event sponsors, and providing additional support through fiscal sponsorships. We hold and manage endowments for multiple institutions, providing sustainable funding and future growth.

We offer community capacity-building workshops that help rural and urban history organizations to succeed and grow.

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?
    To accomplish our mission of preserving the rich legacy of Montana's past – one story, one community, one project at a time, we offer programs to support all 56 counties in Montana.

    We are proud to report that we have consistently increased the amount of funding provided to communities every year for the last four years. We intend to continue to expand this support.

    Through our programs, heritage resources in imminent danger can be restored and preserved.


  2. What are the organization's key strategies for making this happen?
    We have funded 148 grant projects in 40 counties so far. To extend our reach into all 56 Montana counties, we are working with experts and community leaders state-wide to identify and develop new and exciting projects.

    Montanans have a rich history full of amazing stories. Our highest priority is to preserve and interpret these stories for future generations.

    Through local and regional workshops, conferences, training, and grant offerings, we help communities preserve and promote their own history.
  3. What are the organization's capabilities for doing this?
    The Montana History Foundation is a state-wide leader in preservation, interpretation, and cultural heritage resources.

    We are a financially secure foundation with over $6 million in current assets. We leverage these assets, the generosity of new and existing donors, along with corporate and foundation fundraising to provide support to a myriad of organizations to preserve Montana's rich history.

  4. How will they know if they are making progress?
    We measure progress one story, one community, one project at a time.

    As our programs have grown, our reach into communities has also grown. In 2016 our programs reached approximately 3,000 students, 1,300 adults, and over 60 community organizations. We received requests for $230,000 that resulted in $117,000 in history projects funded.

    This expanded outreach allowed for dozens of untold stories to be heard.

  5. What have and haven't they accomplished so far?
    We have provided nearly $600,000 in direct support to almost 150 grant projects in 40 Montana counties. We have provided additional support to over 20 organizations to assist in their preservation and education programs.

    Our goal is to continue to expand the level and variety of support we can provide to our partners.

Service Areas

Self-reported

Montana

Montana

Social Media

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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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  • Forms 990 for 2015, 2015 and 2014
  • Board Chair and Board Members
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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, 2015 and 2014
  • Board Chair and Board Members
  • Access to the GuideStar Community
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President/CEO

Dr. 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

President, Rocky Mountain Bank, Kalispell

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.