Profiles

Monteverde Community Fund

Local #6
Plaza Comercial de Monteverde
Monteverde, Puntarenas 5655
Costa Rica

Mission

We are a philanthropic organization that unites diverse resources, stakeholders and strategies to promote sustainability initiatives in the Monteverde region.

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2012 Year Founded
$600 Endowment Value
$21,400 Total Annual Grantmaking

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This profile is 61% complete

Last Updated: 11.12.14

Top Programmatic Priorities
Population Area Served

15,000

Identifying Information
OrganizationMonteverde Community Fund
Address 1Local #6
Address 2Plaza Comercial de Monteverde
City / TownMonteverde
State / RegionPuntarenas
ZIP / Postal Code5655
CountryCosta Rica
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
Phone506 2645 6967
Emailinfo@monteverdefund.org
Websitewww.monteverdefund.org
Organization Leader (Name, Title)Justin Welch, Executive Director
Primary Contact’s NameJustin Welch
Primary Contact’s PositionExecutive Director
Foundation at a Glance
Year Founded2012
Mission StatementWe are a philanthropic organization that unites diverse resources, stakeholders and strategies to promote sustainability initiatives in the Monteverde region.
Organization DescriptionCommunity philanthropy organisation
Other Descriptiongrant-making, technical support/coaching, networking and peer-to-peer learning
Approximate Size of the Population Serviced15,000
Total Paid Staff (Full-Time Equivalents)2
Total Unpaid Staff (Full-Time Equivalents)Did not answer
Total Board Members9
Financial Information (in U.S. Dollars)
Organization’s Total Income in Last Fiscal Year$23,000
Organization’s Gifts Income in Last Fiscal Year$16,835
Organization’s Total Expenditures in Last Fiscal YearDid not answer
Organization’s Grantmaking Budget in Last Fiscal Year$21,400
Does Organization Have an EndowmentNo but intend to build one
Value of Endowment (or Financial Reserves) as of the End of Last Fiscal Year$600
Change in Financial Status Over Last Three YearsSignificant improvement
Priorities and Achievements
Factors that Played a Role in the Origins of Your Organization
Community leadershipPlayed an important role
Philanthropic giftsPlayed a slight role
Grassroots activismPlayed an important role
Inadequate government servicesDid not answer
Changes in the political environmentDid not answer
Changes in the economic environmentPlayed a slight role
Government initiative fundingDid not answer
Foundation initiative fundingPlayed a centrally important role
Bilateral or multilateral initiative fundingDid not answer
Favorable legal or fiscal policiesPlayed a slight role
Time Spent Working in Following Areas
NeighborhoodDid not answer
LocallyLots of time
RegionallyVery little time
NationallyVery little time
InternationallyFair amount of time
Rate Importance of the Following Functions
GrantmakingCentrally important
Having local people as leaders in the organizationCentrally important
Seeking local donationsImportant but not central
Having a gender balance in the organizationImportant but not central
Board reflective of community diversityCentrally important
Building an endowmentImportant but not central
Serving donor needsSlightly important
Acting as a fiscal intermediary for the communityCentrally important
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
EducationDid not answer
EnvironmentLot
HealthDid not answer
Human and social servicesDid not answer
Human rightsDid not answer
International relationsDid not answer
ReligionDid not answer
Economic developmentDid not answer
Conflict resolution/bridging different parts of the communityDid not answer
Information technologyDid not answer
Strengthening local or regional governmentDid not answer
HousingDid not answer
ChildrenDid not answer
WaterLot
Alternative energyLot
Disaster reliefDid not answer
Advocacy with authoritiesDid not answer
Job trainingDid not answer
Nongrantmaking Services Offered to Community in Recent Years
Convening for issues of local concernOften
Promote collaboration between granteesOccasionally
Promote understanding of public policyDid not answer
Training/capacity-building for local organizationsOccasionally
AdvocacyDid not answer
Loaned staffDid not answer
ResearchRarely
Community needs assessmentOften
Leadership developmentRarely
InternshipsOften
Providing space for local organizationsDid not answer
Access to information technologyDid not answer
Publishing/knowledge sharingOccasionally
Main Trends Over the Past Year in Geographic Area Served
PovertyDid not answer
CrimeGetting worse
Trust among different sections of the communityGetting worse
Equitable distribution of resources and servicesGetting worse
Social position of marginalized groupsDid not answer
Responsiveness of authoritiesGetting better
Appropriateness of public policiesGetting worse
Value of community assetsDid not answer
Quality of the environmentGetting worse
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
PovertyDid not answer
CrimeDid not answer
Trust among different sections of the communitySome important achievements
Equitable distribution of resources and servicesSome important achievements
Social position of marginalized groupsDid not answer
Responsiveness of authoritiesA few small achievements
Appropriateness of public policiesDid not answer
Value of community assetsSome important achievements
Quality of the environmentSome important achievements
Number of people and organizations working to change and improve their communitySome important achievements
Levels of innovation and risk taking in addressing community problemsSome important achievements
Networks and links between different parts of the communityMuch achievement
Gender equityDid not answer
Charitable giving through the community foundationSome important achievements
Number of people and organizations involved in philanthropic givingSome important achievements
Active Partnerships
Formal community associations and groupsLittle
Informal associations of citizensLittle
Non-governmental organizationsLittle
Local governmentLittle
National governmentNot at all
UniversitiesLittle
SchoolsLittle
BusinessesLot
Partnerships and External Aid
Other Institutions Helpful to Our Work
National association of grantmakersDid not answer
Regional association of grantmakersDid not answer
Global Fund for Community FoundationsDid not answer
Particular foundationDid not answer
Other organizationDid not answer
Involvement of Local People
Regularly survey local people about our programsDid not answer
Local people are engaged in the delivery of our workDid not answer
Local people control what our organization doesDid not answer
Have local people represented on our boardDid not answer
Have regular sessions where local people advise us what our programs should doDid not answer
Actively engage local people as volunteersDid not answer
All of our board is composed of local peopleDid not answer
Account to local people about our successes and failures each yearDid not answer
Assistance in Overcoming Main Difficulties Faced in Developing Organization Further
Increased fundingDid not answer
Better legal or fiscal environmentDid not answer
More volunteersDid not answer
Access to advice or technical assistanceDid not answer
Better local culture of givingDid not answer
Stronger civil societyDid not answer
More responsive authoritiesDid not answer
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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