Profiles

Community Foundation of North Okanagan

304, 3402-27th Avenue
Vernon, British Columbia V1T 1S1
Canada

Mission

To improve the quality of life in the North Okanagan region of Canada by distributing the earnings from a pool of funds and using the earnings to make grants to deserving charitable organizations for community services, arts and culture, education, health, and seniors and youth

1975 Year Founded
$11,626,213 Endowment Value
$360,994 Total Annual Grantmaking

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This profile is 97% complete

Last Updated: 09.19.14

Population Area Served

75,000

Identifying Information
OrganizationCommunity Foundation of North Okanagan
Address 1304, 3402-27th Avenue
Address 2Did not answer
City / TownVernon
State / RegionBritish Columbia
ZIP / Postal CodeV1T 1S1
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
Phone250-542-8677
Emailinfo@cfno.org
Websitewww.cfno.org
Organization Leader (Name, Title)Dave Fletcher, Executive Director
Primary Contact’s NameDave Fletcher
Primary Contact’s PositionExecutive Director
Foundation at a Glance
Year Founded1975
Mission StatementTo improve the quality of life in the North Okanagan region of Canada by distributing the earnings from a pool of funds and using the earnings to make grants to deserving charitable organizations for community services, arts and culture, education, health, and seniors and youth
Organization DescriptionCommunity Foundation
Other DescriptionDid not answer
Approximate Size of the Population Serviced75,000
Total Paid Staff (Full-Time Equivalents)Did not answer
Total Unpaid Staff (Full-Time Equivalents)Did not answer
Total Board Members15
Financial Information (in U.S. Dollars)
Organization’s Total Income in Last Fiscal Year$1,375,012
Organization’s Gifts Income in Last Fiscal YearDid not answer
Organization’s Total Expenditures in Last Fiscal Year$996
Organization’s Grantmaking Budget in Last Fiscal Year$360,994
Does Organization Have an EndowmentYes
Value of Endowment (or Financial Reserves) as of the End of Last Fiscal Year$11,626,213
Change in Financial Status Over Last Three YearsA little improvement
Priorities and Achievements
Factors that Played a Role in the Origins of Your Organization
Community leadershipPlayed an important role
Philanthropic giftsPlayed a centrally important role
Grassroots activismNo role
Inadequate government servicesPlayed a slight role
Changes in the political environmentNo role
Changes in the economic environmentNo role
Government initiative fundingPlayed an important role
Foundation initiative fundingPlayed a centrally important role
Bilateral or multilateral initiative fundingPlayed a slight role
Favorable legal or fiscal policiesNo role
Time Spent Working in Following Areas
NeighborhoodLots of time
LocallyLots of time
RegionallyFair amount of time
NationallyVery little time
InternationallyNone
Rate Importance of the Following Functions
GrantmakingCentrally important
Having local people as leaders in the organizationCentrally important
Seeking local donationsCentrally important
Having a gender balance in the organizationImportant but not central
Board reflective of community diversityImportant but not central
Building an endowmentCentrally important
Serving donor needsCentrally important
Acting as a fiscal intermediary for the communityImportant but not central
Building inclusion and trust in the communityCentrally important
Pursuing equityCentrally important
Accountability to local peopleCentrally important
Raising money for grantmaking annuallyCentrally important
Community developmentCentrally important
In the Last Year, Extent to Which Programming and/or Grantmaking Involved Work in the Following Areas
Arts and cultureLittle
EducationLittle
EnvironmentLittle
HealthLittle
Human and social servicesLittle
Human rightsLittle
International relationsLittle
ReligionNot at all
Economic developmentLittle
Conflict resolution/bridging different parts of the communityNot at all
Information technologyLittle
Strengthening local or regional governmentLittle
HousingLittle
ChildrenLittle
WaterNot at all
Alternative energyNot at all
Disaster reliefNot at all
Advocacy with authoritiesLittle
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 policyRarely
Training/capacity-building for local organizationsRarely
AdvocacyRarely
Loaned staffNever
ResearchOften
Community needs assessmentOften
Leadership developmentOccasionally
InternshipsNever
Providing space for local organizationsNever
Access to information technologyNever
Publishing/knowledge sharingOften
Main Trends Over the Past Year in Geographic Area Served
PovertyGetting better
CrimeGetting better
Trust among different sections of the communityGetting better
Equitable distribution of resources and servicesGetting better
Social position of marginalized groupsGetting better
Responsiveness of authoritiesGetting better
Appropriateness of public policiesGetting better
Value of community assetsGetting better
Quality of the environmentGetting better
Number of people and organizations working to change and improve their communityGetting better
Levels of innovation and risk taking in addressing community problemsGetting better
Networks and links between different parts of the communityGetting better
Gender equityGetting better
Charitable giving through the community foundationGetting 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
PovertyA few small achievements
CrimeSome important achievements
Trust among different sections of the communityA few small achievements
Equitable distribution of resources and servicesA few small achievements
Social position of marginalized groupsA few small achievements
Responsiveness of authoritiesA few small achievements
Appropriateness of public policiesA few small achievements
Value of community assetsA few small achievements
Quality of the environmentA few small achievements
Number of people and organizations working to change and improve their communityA few small achievements
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 foundationA few small achievements
Number of people and organizations involved in philanthropic givingA few small achievements
Active Partnerships
Formal community associations and groupsLittle
Informal associations of citizensLittle
Non-governmental organizationsLittle
Local governmentLittle
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 grantmakersVery helpful
Global Fund for Community FoundationsNeither helpful or unhelpful
Particular foundationVery helpful
Other organizationDid not answer
Involvement of Local People
Regularly survey local people about our programsYes
Local people are engaged in the delivery of our workYes
Local people control what our organization doesYes
Have local people represented on our boardYes
Have regular sessions where local people advise us what our programs should doYes
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 environmentImportant
More volunteersVery important
Access to advice or technical assistanceVery important
Better local culture of givingVery important
Stronger civil societyImportant
More responsive authoritiesVery important
OtherDid not answer
Most Meaningful Change
Most Meaningful Change that Organization Has Helped to Bring About in the Last Three YearsDid not answer
 

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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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