Profiles

Community Foundation of South Okanagan Similkameen

390 Main Street, 2nd Floor
Penticton, British Columbia V2A 5C3
Canada

Mission

To make beneficial and lasting improvements by connecting gifts of energy, ideas, time and money with the needs and opportunities of our communities

Most Meaningful Change

One of the most exciting things happening in our area right now is the development of Smart & Caring Community committees in each of the towns we serve. We’ve struggled for years to engage with, and grant to, the communities outside of Penticton, but we are now developing connections that will lead to incredible opportunities and support down the road.

1991 Year Founded
$8,300,000 Endowment Value
$220,000 Total Annual Grantmaking

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This profile is 99% complete

Last Updated: 10.21.14

Population Area Served

86,000

Identifying Information
OrganizationCommunity Foundation of South Okanagan Similkameen
Address 1390 Main Street, 2nd Floor
Address 2Did not answer
City / TownPenticton
State / RegionBritish Columbia
ZIP / Postal CodeV2A 5C3
CountryCanada
ContinentNorth America
Map Address (If Different)Did not answer
Map City / Town (If Different)Did not answer
Map State / Region (If Different)Did not answer
Map Zip / Postal Code (If Different)Did not answer
Map Country (If Different)Did not answer
Phone250-493-9311
Emailinfo@cfso.net
Websitewww.cfso.net
Organization Leader (Name, Title)Aaron McRann, Executive Director
Primary Contact’s NameAaron McRann
Primary Contact’s PositionExecutive Director
Foundation at a Glance
Year Founded1991
Mission StatementTo make beneficial and lasting improvements by connecting gifts of energy, ideas, time and money with the needs and opportunities of our communities
Organization DescriptionCommunity Foundation
Other DescriptionDid not answer
Approximate Size of the Population Serviced86,000
Total Paid Staff (Full-Time Equivalents)2
Total Unpaid Staff (Full-Time Equivalents)Did not answer
Total Board Members12
Financial Information (in U.S. Dollars)
Organization’s Total Income in Last Fiscal Year$1,244,000
Organization’s Gifts Income in Last Fiscal Year$1,181,949
Organization’s Total Expenditures in Last Fiscal Year$492,000
Organization’s Grantmaking Budget in Last Fiscal Year$220,000
Does Organization Have an EndowmentYes
Value of Endowment (or Financial Reserves) as of the End of Last Fiscal Year$8,300,000
Change in Financial Status Over Last Three YearsSignificant improvement
Priorities and Achievements
Factors that Played a Role in the Origins of Your Organization
Community leadershipNo role
Philanthropic giftsPlayed a centrally important role
Grassroots activismPlayed a slight role
Inadequate government servicesPlayed a slight role
Changes in the political environmentNo role
Changes in the economic environmentNo role
Government initiative fundingPlayed a centrally important role
Foundation initiative fundingPlayed a centrally important role
Bilateral or multilateral initiative fundingNo role
Favorable legal or fiscal policiesNo role
Time Spent Working in Following Areas
NeighborhoodLots of time
LocallyLots of time
RegionallyFair amount of time
NationallyNone
InternationallyNone
Rate Importance of the Following Functions
GrantmakingCentrally important
Having local people as leaders in the organizationImportant but not central
Seeking local donationsCentrally important
Having a gender balance in the organizationSlightly important
Board reflective of community diversitySlightly important
Building an endowmentCentrally important
Serving donor needsCentrally important
Acting as a fiscal intermediary for the communityNot important
Building inclusion and trust in the communityImportant but not central
Pursuing equityImportant but not central
Accountability to local peopleCentrally important
Raising money for grantmaking annuallyNot important
Community developmentCentrally important
In the Last Year, Extent to Which Programming and/or Grantmaking Involved Work in the Following Areas
Arts and cultureFair amount
EducationFair amount
EnvironmentLittle
HealthFair amount
Human and social servicesFair amount
Human rightsNot at all
International relationsNot at all
ReligionNot at all
Economic developmentNot at all
Conflict resolution/bridging different parts of the communityNot at all
Information technologyNot at all
Strengthening local or regional governmentNot at all
HousingNot at all
ChildrenFair amount
WaterNot at all
Alternative energyNot at all
Disaster reliefNot at all
Advocacy with authoritiesNot at all
Job trainingNot at all
Nongrantmaking Services Offered to Community in Recent Years
Convening for issues of local concernOccasionally
Promote collaboration between granteesOccasionally
Promote understanding of public policyNever
Training/capacity-building for local organizationsOccasionally
AdvocacyNever
Loaned staffNever
ResearchOccasionally
Community needs assessmentOccasionally
Leadership developmentRarely
InternshipsNever
Providing space for local organizationsNever
Access to information technologyNever
Publishing/knowledge sharingRarely
Main Trends Over the Past Year in Geographic Area Served
PovertyGetting worse
CrimeGetting better
Trust among different sections of the communityGetting better
Equitable distribution of resources and servicesGetting worse
Social position of marginalized groupsGetting worse
Responsiveness of authoritiesNo change
Appropriateness of public policiesNo change
Value of community assetsGetting better
Quality of the environmentGetting worse
Number of people and organizations working to change and improve their communityNo change
Levels of innovation and risk taking in addressing community problemsGetting better
Networks and links between different parts of the communityGetting better
Gender equityNo change
Charitable giving through the community foundationGetting much better
Number of people and organizations involved in philanthropic givingGetting better
Extent to Which Organization Can Claim Tangible and Measurable Achievements in the Past Three Years
PovertyWork in the sphere but no measurable achievement
CrimeDo not work in this sphere
Trust among different sections of the communityDo not work in this sphere
Equitable distribution of resources and servicesWork in the sphere but no measurable achievement
Social position of marginalized groupsWork in the sphere but no measurable achievement
Responsiveness of authoritiesDo not work in this sphere
Appropriateness of public policiesDo not work in this sphere
Value of community assetsDo not work in this sphere
Quality of the environmentWork in the sphere but no measurable achievement
Number of people and organizations working to change and improve their communityWork in the sphere but no measurable achievement
Levels of innovation and risk taking in addressing community problemsA few small achievements
Networks and links between different parts of the communityA few small achievements
Gender equityA few small achievements
Charitable giving through the community foundationSome important achievements
Number of people and organizations involved in philanthropic givingWork in the sphere but no measurable achievement
Active Partnerships
Formal community associations and groupsLot
Informal associations of citizensLot
Non-governmental organizationsLot
Local governmentLot
National governmentNot at all
UniversitiesLittle
SchoolsLittle
BusinessesLittle
Partnerships and External Aid
Other Institutions Helpful to Our Work
National association of grantmakersVery helpful
Regional association of grantmakersNeither helpful or unhelpful
Global Fund for Community FoundationsN/A
Particular foundationVery helpful
Other organizationVery helpful
Involvement of Local People
Regularly survey local people about our programsNo
Local people are engaged in the delivery of our workYes
Local people control what our organization doesNo
Have local people represented on our boardYes
Have regular sessions where local people advise us what our programs should doNo
Actively engage local people as volunteersYes
All of our board is composed of local peopleYes
Account to local people about our successes and failures each yearYes
Assistance in Overcoming Main Difficulties Faced in Developing Organization Further
Increased fundingVery important
Better legal or fiscal environmentNeither important nor unimportant
More volunteersVery important
Access to advice or technical assistanceNeither important nor unimportant
Better local culture of givingVery important
Stronger civil societyVery important
More responsive authoritiesImportant
OtherDid not answer
Most Meaningful Change
Most Meaningful Change that Organization Has Helped to Bring About in the Last Three YearsOne of the most exciting things happening in our area right now is the development of Smart & Caring Community committees in each of the towns we serve. We’ve struggled for years to engage with, and grant to, the communities outside of Penticton, but we are now developing connections that will lead to incredible opportunities and support down the road.
 

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Identifying Information

Foundation at a Glance

Financial Information (in U.S. Dollars)

Priorities and Achievements
Factors that Played a Role in the Origins of Your Organization

Time Spent Working in Following Areas

Rate Importance of the Following Functions

In the Last Year, Extent to Which Programming and/or Grantmaking Involved Work in the Following Areas

Nongrantmaking Services Offered to Community in Recent Years

Main Trends Over the Past Year in Geographic Area Served

Extent to Which Organization Can Claim Tangible and Measurable Achievements in the Past Three Years

Active Partnerships

Partnerships and External Aid
Other Institutions Helpful to Our Work

Involvement of Local People

Assistance in Overcoming Main Difficulties Faced in Developing Organization Further

Most Meaningful Change

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