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Housing Corporation of Arlington

 252 Massachusetts Avenue
 Arlington, MA 02474
[P] (781) 859-5294
[F] (781) 859-5632
www.housingcorparlington.org
[email protected]
Pamela Hallett
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INCORPORATED: 1986
 Printable Profile (Summary / Full)
EIN 04-2944144

LAST UPDATED: 11/17/2017
Organization DBA Academy Development Partners
HCA Capitol Square Apartments, LLC
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

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Mission StatementMORE »

The Housing Corporation of Arlington’s (HCA) mission is to provide and advocate for decent, affordable housing for low to moderate-income families and individuals in Arlington and surrounding communities, while promoting social and economic diversity. HCA envisions an array of decent, attractive, environmentally sound housing that is affordable in perpetuity and blends well with existing neighborhoods.  Academy Development Partners (ADP) is a subsidiary that enables HCA to expand development projects regionally.

Mission Statement

The Housing Corporation of Arlington’s (HCA) mission is to provide and advocate for decent, affordable housing for low to moderate-income families and individuals in Arlington and surrounding communities, while promoting social and economic diversity. HCA envisions an array of decent, attractive, environmentally sound housing that is affordable in perpetuity and blends well with existing neighborhoods.  Academy Development Partners (ADP) is a subsidiary that enables HCA to expand development projects regionally.


FinancialsMORE »

Fiscal Year Jan 01, 2017 to Dec 31, 2017
Projected Income $521,900.00
Projected Expense $458,398.00

ProgramsMORE »

  • Affordable Apartment Program
  • Homelessness Prevention Program

Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview

Mission Statement

The Housing Corporation of Arlington’s (HCA) mission is to provide and advocate for decent, affordable housing for low to moderate-income families and individuals in Arlington and surrounding communities, while promoting social and economic diversity. HCA envisions an array of decent, attractive, environmentally sound housing that is affordable in perpetuity and blends well with existing neighborhoods.  Academy Development Partners (ADP) is a subsidiary that enables HCA to expand development projects regionally.


Background Statement

In 1986, a group of Arlington town leaders and residents witnessed firsthand how the housing market impacted their community and realized that housing prices outpaced growth in income.  The lack of open land for development added to the need for creative solutions.  Out of crisis and community commitment, these concerned citizens launched HCA to address the growing shortage of affordable housing and redirected their efforts towards affordable rental housing from first-time home-buyer support. 

HCA has made enormous strides in changing the landscape of affordable housing and homelessness prevention in Arlington through its Affordable Apartment Program, Homelessness Prevention Program, and Affordable Housing Advocacy. Through its Affordable Apartment Program HCA owns 28 properties in Arlington; these properties provide 93 units of affordable rental housing.  HCA is in currently renovating our 20 Westminster Ave property to construct 9 transit-oriented affordable apartments.  We anticipate the project to be complete by Fall 2018. Additionally, HCA's Downing Square Broadway Initiative pipeline project aims to create 48 apartments in two locations across Arlington.

Over the past 17 years, HCA’s Homelessness Prevention Program (HPP) has provided 801 grants to households in danger of homelessness with close to $1,000,000 in emergency financial assistance.  A recent program analysis found that of the 18% of respondents, 95% are still housed and 65% continue to live in the same homes that HCA’s grants supported.  This program has had remarkable success. 

HCA’s Affordable Housing Advocacy increases awareness through community events to ensure the issue of homelessness and affordable housing remains present and a public priority. HCA engages in many activities that promote affordable housing. HCA recently held its first public forum - Ending Homelessness: What You Can Do. This was a very successful event packed with 75 participants, expert speakers as well as one state senator, several state representatives, and organizational leaders. HCA works hand in hand with a plethora of local and non-profit organizations to provide services and to stabilize families in need.

Today, HCA not only continues to serve the residents of Arlington, but has expanded its efforts to provide affordable housing services to surrounding communities through its non-profit affiliate, Academy Development Partners.

 

Impact Statement

Accomplishments:

1)  Completed redevelopment and fully rented HCA’s Kimball Farmer House which was a rehab of the house listed on both the state and Federal historic register into three affordable housing units. One unit is fully accessible.

2)  HCA has an additional 57 units in development on three sites in Arlington. They include: the 9 unit redevelopment at 20 Westminster to start construction the summer of 2017; the 34 new construction development of two buildings at 19R Park Ave; and the mixed use development at 117 Broadway with 2500 square feet of retail space on the first floor and 14 units on three floors above

3) HCA raised $142,000 in 2016 through the Community Investment Tax Credit Program (CITC).  This  MA state tax credit program allows community development corporations (CDCs) such as HCA to partner with donors, raising funds to support a broad array of community development efforts. Donors with a minimum $1,000 donation receive 50% of the donation as a tax credit on their Massachusetts state income taxes. The full donation is deductible on federal income taxes.  Generally, a $1000 donation actually is an out of pocket expenditure of only $250 once the credits and deductions are calculated. 

4)  HCA has rented the current former diner building at 117 Broadway to the Arlington Food Pantry which operates a weekly food Pantry on Wednesdays.  Two years ago they were operating out of a church basement only and serving 48 people monthly.  Now they serve 125 people a week!!  HCA is proud to be helping to meet this food poverty need!   

 

HCA's Goals: 
 
1)  Continue to increase HCA’s membership beyond 3200 members and raise more than 50K annually in membership fees.
 
2)  Increase rental portfolio each year.  Currently own and operated 93 rental units ranging from studios to 5 bedroom apartments. 
 
3)  Partner with other nonprofits to strengthen community services and resources.
 
4)  Diversify fundraising strategies and host donor appreciation gatherings.
 
5)  Increase opportunities for staff training and education.
 
 

 


Needs Statement

HCA's most pressing needs:

  • Identify and purchase new property for the expansion of affordable housing in the greater Arlington region;
  • Partner with other nonprofits and pool together resources to help individuals/families gain stability throughout their lives; 
  • Acquire operating support for HCA's affordable housing and homelessness prevention work; 
  • Develop diverse funding strategies to maintain a steady flow of financing to support development projects; and
  • Advocate for the need of affordable housing in Arlington and surrounding communities.
       

CEO Statement

Arlington is a unique community with a generous spirit.  Our willingness to help our neighbors in need is extraordinary.  We benefit from a dedicated staff, over 3200 members and large numbers of volunteers who dedicate time, energy, and resources to reach out and assist others, and to welcome households in need to partake of our services.
Although our primary focus area is a fairly well to do suburb of Boston we are facing increasing demands for affordable housing from long term residents as housing prices and rent increase dramatically.Currently, HCA has a waiting list of 700 households for our 93 units.    The greatest demand is for one and two bedroom units for the elderly, small young families and veterans.  

Board Chair Statement

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Geographic Area Served

GREATER BOSTON REGION, MA
METROWEST REGION, MA

HCA serves Arlington and the surrounding communities.   In order to access funds from our Homelessness Prevention Fund, the household must live in or be moving into Arlington, MA.
Our affiliated organization, Academy Development Partners, works in other regional communities such as Winchester, Medford, Bedford, Everett and Malden.

Organization Categories

  1. Housing, Shelter - Housing Development, Construction & Management
  2. Human Services - Homeless Services/Centers
  3. Housing, Shelter - Low-Income & Subsidized Rental Housing

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)

No

Programs

Affordable Apartment Program

Currently , HCA owns 93 units of safe, affordable rental housing in Arlington which are managed by Maloney Properties.  This program started with the substantial encouragement and financial support from the Town of Arlington in 2001 and began with the purchase of a two-family home with the intention to provide sustainable, affordable rental housing for low- and moderate-income households. As part of  HCA's overall portfolio, we now own and operate 36 units of affordable apartments in sixteen two-family houses.  These units are scattered throughout Arlington’s neighborhoods. These two-family apartments range in size from 2-5 bedrooms, and all are lead paint compliant.

In October 2006 HCA purchased and renovated eighteen (18) one-bedroom units to provide affordable apartments for Arlington’s smaller households. These apartments are located in four two-story brick buildings along Massachusetts Avenue in Arlington.

In May 2009, HCA bought and renovated an additional two buildings in Arlington Heights with ten (10) units: five one-bedrooms and five two-bedrooms.

In 2012 HCA purchased for renovation the largest and most ambitious completed project to date.  Capitol Square Apartments are three contiguous buildings with thirty-two (32) apartments, conveniently located in East Arlington on transit bus lines, and walking distance from a commercial district.  The buildings suffered from disinvestment, and neglected capital needs.  HCA restored these properties back to their glory.  Two units are wheelchair accessible.  Units sizes are studios, one and two bedrooms.  All households have incomes below 60% of median income, 17 were formerly homeless households.  Full occupancy was attained in April 2013. The financing was a mix of low income and historic tax credits, bond financing, McKinney Funds, HOME and CDBG funds as well as DHCD funding which included Stabilization funds, Housing Trust Fund and additional HOME.  MHIC syndicated the credits with Cambridge Savings Bank and Brookline Bank as investors. 

HCA is in the process of renovating 20 Westminster into 9 transit-oriented affordable apartments and also have a pipeline of projects including 48 units in two locations to ensure the organization continues to grow with the increasing need for affordable housing.  Academy Development Partners (ADP), HCA's related entity, is working to establish projects in surrounding communities while HCA works to find projects in Arlington.

Budget  $300,000.00
Category  Housing, General/Other Affordable Housing
Population Served Families Homeless General/Unspecified
Program Short-Term Success  Our renovated apartments are all lead-paint compliant, and frequently benefit from new efficient heating systems and other amenities to reduce the overall cost of housing for occupants.  Many of our residents enjoy their apartments and continue to renew their leases for several years.
Program Long-Term Success  The Affordable Apartment Program involves the renovation and renting of decent, safe, and affordable apartments to income-eligible, appropriately-sized households.  The long term affordability of these properties is governed by deed restrictions that ensure that the properties will continue to benefit low and moderate income households for the long term. 
Program Success Monitored By  We include residents on our Board of Directors, so we have a feedback mechanism to hear about our housing.  In addition, we periodically survey our residents seeking feedback.
Examples of Program Success  To be included later

Homelessness Prevention Program

The cost of living in the greater Boston area ranks among the highest in the country. Many low- and moderate-income Arlington families struggle with rising housing costs and stagnant wages. A single crisis, such as hospitalization or a temporary job loss, can put many in danger of becoming homeless. In response to this escalating problem, the Homelessness Prevention Fund was created in 2001 to provide emergency financial support to Arlington residents facing eviction due to an unexpected crisis.

The Fund provides grants to assist with back rent, moving expenses or security deposits. Grants are capped at $1,500 and given only in cases in which the assistance will stabilize a resident's housing for at least six months.

The Homelessness Prevention Fund is supported by the generous donations of Arlington residents.  Recipients are screened for income eligibility and provided case management and service referrals, to ensure that the present crisis does not result in homelessness.  An analysis of  program recipients shows that of those who responded to phone calls, 95% were still in stable housing and 60% of them were in the same housing as at the time the grant was received. 


Budget  $100,000.00
Category  Housing, General/Other Housing Expense Assistance
Population Served Families At-Risk Populations Elderly and/or Disabled
Program Short-Term Success  A short-term success is that those who are assisted with Housing Corporation of Arlington's Homelessness Prevention Program to continue to be housed six months from when they received assistance.  While this assistance is frequently enough to stabilize the household beyond their emergency and remain housed indefinitely, some households may need to move to less expensive quarters once our assistance expires.  This financial assistance, at a minimum, provides households enough time to explore obtaining other assistance and time to make thoughtful decisions about their future housing.
Program Long-Term Success 
The Homelessness Prevention Program was set up to help households stay in their homes despite disruptive circumstances, whether it be divorce, job loss, high medical expenses, domestic violence, etc.  This assistance enables some to start new lives and others to regain traction on their old ones.  The grants go directly to help with security deposits, moving costs, and back rent. 
 
The ideal result of for Housing Corporation of Arlington's Homelessness Prevention Program would be for households who are helped by the program, to still be housed in decent and safe conditions a year from when they received assistance, and beyond.
Program Success Monitored By  Housing Corporation of Arlington's Homelessness Prevention Program is monitored by quarterly reports to HCA's board of directors, regular meetings with an advisory committee and a review committee.
Examples of Program Success 

Ellen was a low-income disabled senior living in an inaccessible unit that was impossible to navigate in her wheelchair.  As fate would have it, Ellen went to a church service one Sunday where she found out from an Arlington town employee that there was an open 100% accessible, subsidized unit available in Arlington.  Ellen was accepted into the unit, but did not have enough funds to pay for moving.  Since Ellen was physically unable to move herself, HCA assisted Ellen with the moving expenses, enabling her move.  Ellen calls her new apartment, “a gift from heaven,” and is grateful to HCA for helping her get there.

After living in Arlington and working close by for six years, Michael lost his job and his apartment within a matter of months. The loss of income caused an inability to pay his market rent.  Michael started living in his car.  After an initial intake with Michael, HCA connected him with a nonprofit that has single resident occupancy units and HCA provided him with his security deposit.  Michael was able to transition from homelessness to housing that is affordable to him.  Moving forward, Michael was able to live affordably on unemployment assistance while continuing to look for a new job.


CEO/Executive Director/Board Comments

Each year, HCA asks Arlington residents to donate to our Homelessness Prevention Program (HPP).  It is one of Arlington's unique and precious safety nets for households in crisis.  The fund quickly and effectively assists households with an emergency grant to help them get back on their feet without having to be uprooted from their homes. Our HPP grant recipients vary from senior citizens, domestic violence survivors, single person households and families who, due to an unforeseen event in their lives including medical problems or job loss, have found themselves struggling to meet their rent.
 
 
 
 

Management


CEO/Executive Director Ms. Pamela Hallett
CEO Term Start June 2012
CEO Email [email protected]
CEO Experience

Pamela Hallett, HCA’s Executive Director, joined the organization in June 2012.  She previously spent 32 years in Chicago working in the affordable housing field including the last 23 years running her own business developing affordable housing for nonprofit and for profit developers.  Pam funded and developed over 2,500 units of housing throughout Chicago.  The developments included a shelter for homeless men, transitional housing for women with children, senior housing and family housing.   

Prior to joining HCA, Pam worked in Boston for The Community Builders, Inc. for two years as the Program Manager for the $78M HUD Neighborhood Stabilization Program 2 (NSP2).  The grant was for work in 9 states including the District of Columbia.   

Pam has years of experience securing a variety of funding sources for projects. These included HUD Section 202, tax credits, private financing, equity investments, HOME, CDBG and the Federal Home Loan Bank Affordable Housing Program, etc.  As a volunteer, she served on several nonprofit Boards of Directors and is familiar with nonprofit financial requirements, oversight and fundraising.  

Pam joined HCA just prior to closing the financing of the Capitol Square Apartments project, and in the waning days of the HUD Homelessness Prevention and Rapid Re-Housing Program.  Pam has overseen the construction and re-occupancy of the Capitol Square Apartments, and is actively evaluating new opportunities for growth.


 

Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
David Levy 2004 May

Senior Staff

Name Title Experience/Biography
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Awards

Award Awarding Organization Year
Honorable Mention for Historic Rehabilitation Award for Financial Innovation Novogradac 2013
Rising Star Award - Joanna Ain Mass Association of Community Development Corporations (MACDC) 2008

Affiliations

Affiliation Year
Associated Grant Makers 2017
CDC - State certified Community Development Corporation 2017
Chamber of Commerce 2017
Citizens’ Housing and Planning Association 2017
Massachusetts Association of Community Development Corporations (MACDC) 2017
National Low-Income Housing Coalition 2017
Member of state association of nonprofits? Yes
Name of state association MACDC

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

HCA has collaborated with a variety of local organizations over our 30 year history.
 
Somerville Homeless Coalition teams up with HCA on our development projects to permanently house formerly homeless individuals or families. Our current construction project at 20 Westminster will have 3 of the 9 units set aside specifically to house these individuals to help them become stable.
 
Arlington Food Pantry and Food Link Inc. share HCA's retail space at our 117 Broadway location which is planned to house a new development offering store front retail space, as well as 14 affordable apartments on the upper three floors.  HCA helps support the Food Pantry & Food Link by providing a quality facility at a reasonable fee, which accommodates both their organizational needs under one roof.  The Food Pantry and Food Link work hand in hand to provide fresh food and nonperishable items to more than 200 food insecure families every week.
 
Other collaborations include working with The Town of Arlington, Arlington EATS, Arlington Housing Authority, Arlington Youth Counseling Center, Cambridge & Somerville Legal Services, CHNA17, Jewish Community Centers of Greater Boston, Mission of Deeds, Mystic LGBTQ+ Youth Support Network, Somerville Arlington Continuum of Care, Somerville Community Corporation, Society of Saint Vincent DePaul, and True Story Theater. 
 

CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 3
Number of Part Time Staff 1
Number of Volunteers 200
Number of Contract Staff 0
Staff Retention Rate % 75%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 3
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 3
Male: 1
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan No
Business Continuity of Operations Plan No
Organization Policies And Procedures Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit Yes
State Registration Yes

Risk Management Provisions

Boiler and Machinery

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Governance


Board Chair Mr. Thomas Nee
Board Chair Company Affiliation Caritas Communities Inc
Board Chair Term Sept 2017 - Oct 2020
Board Co-Chair .
Board Co-Chair Company Affiliation --
Board Co-Chair Term Oct - Oct

Board Members

Name Company Affiliations Status
Pamela Baldwin Harvard Joint Center for Housing Studies Voting
Richard Bertolucci Cambridge Savings Bank Voting
Janet Blodgett No Affiliation Voting
John "Jack" Cooper Massachusetts Union of Public Housing Tenants Voting
Mareshia Donald Novartis Voting
Alex Hassinger CohnReznick Voting
Neal Mongold The Narrow Gate Architecture Voting
Mary-Anne Morrison Retired Voting
Thomas Nee Caritas Communities, Inc. Voting
Marylou Vest No Affiliation Voting
Jonathan Wallach Resource Insight, Inc. Voting
Deirdre Westcott No Affiliation Voting

Constituent Board Members

Name Company Affiliations Status
Pamela Baldwin Harvard Joint Center for Housing Studies Voting
Jan Blodgett retired Voting
Jack Cooper Mass Union for Public Housing Tenants Voting
Neal Mongold The Narrow Gate Voting
Marylou Vest tenant - works for St Agnes Parish Voting
Deirdre Westcott community volunteer Voting

Youth Board Members

Name Company Affiliations Status
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Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 2
Asian American/Pacific Islander: 0
Caucasian: 11
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 6
Male: 6
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 0
Board Meeting Attendance % 80%
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 92%
Percentage of In-Kind Contributions 100%
Constituency Includes Client Representation Yes

Standing Committees

  • Board Development / Board Orientation
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Program / Program Planning
  • Real Estate

CEO/Executive Director/Board Comments

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Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $1,663,314 $1,270,932 $1,149,419
Total Expenses $1,558,281 $1,513,756 $1,408,717

Prior Three Years Revenue Sources

Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
-- -- --
Government Contributions $303,700 $26,643 $17,000
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $303,700 $26,643 $17,000
Individual Contributions $319,422 $287,230 $269,065
Indirect Public Support -- $0 $0
Earned Revenue $934,916 $936,963 $830,956
Investment Income, Net of Losses $877 $258 $310
Membership Dues -- $0 $0
Special Events $12,224 $18,685 $31,970
Revenue In-Kind -- -- --
Other $92,175 $1,153 $118

Prior Three Years Expense Allocations

Fiscal Year 2016 2015 2014
Program Expense $1,403,279 $1,383,155 $1,275,295
Administration Expense $84,760 $69,219 $65,258
Fundraising Expense $70,242 $61,382 $68,164
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.07 0.84 0.82
Program Expense/Total Expenses 90% 91% 91%
Fundraising Expense/Contributed Revenue 11% 18% 21%

Prior Three Years Assets and Liabilities

Fiscal Year 2016 2015 2014
Total Assets $17,183,989 $15,148,694 $15,057,498
Current Assets $490,360 $4,039,475 $3,631,287
Long-Term Liabilities $17,387,296 $15,539,159 $15,345,465
Current Liabilities $375,732 $293,607 $153,281
Total Net Assets $-579,039 $-684,072 $-441,248

Prior Three Years Top Three Funding Sources

Fiscal Year 2016 2015 2014
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value --
Spending Policy N/A
Percentage(If selected) --
Credit Line Yes
Reserve Fund Yes
How many months does reserve cover? 2.00

Capital Campaign

Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? Yes

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 1.31 13.76 23.69

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 101% 103% 102%

CEO/Executive Director/Board Comments

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Foundation Comments

Financial summary data in the charts and graphs above is per the organization's IRS Form 990s.  Contributions from foundations and corporations are listed under individuals when the breakout was not available.

Impact

The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.


1. What is your organization aiming to accomplish?



2. What are your strategies for making this happen?

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3. What are your organization’s capabilities for doing this?

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4. How will your organization know if you are making progress?

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5. What have and haven’t you accomplished so far?

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