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Bethany Hill School, Inc.

 89 Bethany Road
 Framingham, MA 01702
[P] (508) 2708005
[F] (508) 8752288
www.bethanyhillschool.org
info@bethanyhillschool.org
Trish Appert
Facebook
INCORPORATED: 1994
 Printable Profile (Summary / Full)
EIN 04-2493492

LAST UPDATED: 09/20/2015
Organization DBA Bethany Hill School, Inc.
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

Mission StatementMORE »

The mission of Bethany Hill School, a living and learning community of neighbors, sponsored by the Sisters of St. Joseph of Boston, is to provide affordable, independent housing with educational opportunities within a climate of respect, inclusion, and acceptance.  Residents are empowered to progress toward their goals and to be their best selves in a safe, supportive, environment.

Mission Statement

The mission of Bethany Hill School, a living and learning community of neighbors, sponsored by the Sisters of St. Joseph of Boston, is to provide affordable, independent housing with educational opportunities within a climate of respect, inclusion, and acceptance.  Residents are empowered to progress toward their goals and to be their best selves in a safe, supportive, environment.

FinancialsMORE »

Fiscal Year July 01, 2012 to June 30, 2013
Projected Income $973,388.00
Projected Expense $1,001,311.00

ProgramsMORE »

  • BHS Programs

Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

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


Overview

Mission Statement

The mission of Bethany Hill School, a living and learning community of neighbors, sponsored by the Sisters of St. Joseph of Boston, is to provide affordable, independent housing with educational opportunities within a climate of respect, inclusion, and acceptance.  Residents are empowered to progress toward their goals and to be their best selves in a safe, supportive, environment.

Background Statement

Bethany Hill School is a unique model of affordable housing with educational opportunities.  The mission of Bethany Hill School, a living and learning community of neighbors, is to provide affordable, independent housing with educational opportunities in a climate of respect, inclusion, and acceptance. Residents are empowered to progress toward their goals and to be their best selves in a safe, supportive environment.

We are located in South Framingham, on a campus owned by the Sisters of St. Joseph of Boston. We offer 41 residential units to families and individuals in a beautiful, bucolic setting complete with parking, playground, and community gardens.  Currently, Bethany Hill School is home to 106 people (57 adults and 49 children).

Conceived in 1994 as a response to the growing problem of family homelessness, BHS has a dual focus on basic needs (housing) and education.

From our January 2012 census, 74% of our current residents have experienced homelessness, 44% are in recovery from substance abuse, 31% have physical disability, 51% have persistent mental illness, 33% have developmental disability, 54% have inadequate job skills/education, and 22% experienced domestic violence/sexual abuse.
 
Because of the limitations of poverty, significant physical and mental health issues, the lack of positive role models in their youth, and their personal history with substance abuse, violence, and homelessness, many residents need opportunity to engage in positive academic and social experiences. Our staff provides the foundational academic, vocational, and life skills, along with consistent reinforcement and ongoing assistance to proactively manage residents’ health, finances, basic life skills, and jobs.

Impact Statement

 Located in South Framingham, on a campus owned by the Sisters of St. Joseph of Boston, Bethany Hill School offers 41 residential units to families and individuals in a beautiful, bucolic setting complete with parking, playground, and community gardens.   Currently, Bethany Hill School is currently home to 57 adults and 49 children.

This fall, Bethany Hill School begins its second year of a three-year strategic plan focused on sustainability over the long term and decreasing reliance on our sponsor, the Congregation of the Sisters of St. Joseph of Boston.   In the past year we have made several important changes that strengthen our organization:

·      Clarified Governance and Management structure, ensured that all understood roles and responsibilities

·      Moved to a new financial format so that Board members and staff alike would be well-informed and have the necessary tools to engage others.

·      Increased our visibility through the use of social media (a purposeful framework of facebook, blog, e-newsletters and website) and enhanced presence in the metrowest nonprofit community.

·      In order to demonstrate Bethany Hill School’s effectiveness, program staff and the Education Committee of the Board worked to create a logic model and performance measurement system that will be implemented in FY2013.

Goals for FY13 include:

1)   Educating existing and potential supporters about BHS to engage them as active contributors of time, expertise, and financial support

2)    Ensure a quality living environment and effective educational programs; initiate succession planning

3)   Build a financially strong (self-sufficient) organization


Needs Statement

 Bethany Hill School must preserve the legacy work of the Sisters of St. Joseph of Boston while decreasing financial dependence on the Congregation over the long term in order to become self-sustaining.   To achieve this goal, we need support in these five areas: 

1.  Private support of program operations
2.  Private or public Funding for Capital needs of 80+ year old building
3.  Visibility as provider of affordable, educational housing
4.  Support and community building through social media
5.  Volunteers and Inkind donations
 

CEO Statement

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Board Chair Statement

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Geographic Area Served

METROWEST REGION, MA
GREATER BOSTON REGION, MA
STATEWIDE
Bethany Hill School is located in South Framingham.     All services are provided on-site in Framingham.   At last census, 55% of residents had Framingham or another metrowest community as their prior address, 40% were from within the Commonwealth of Massachusetts (predominantly Worcester and Boston area) and 5% had previously resided out of state.

Organization Categories

  1. Housing, Shelter - Low-Income & Subsidized Rental Housing
  2. Education - Adult Education
  3. -

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

No

Programs

BHS Programs

Involvement in education and/or training is required as a condition of residency. Our Program Director and Assistant Director offer meaningful in-house programming and support that enables residents to meet this requirement. The programs cover a wide spectrum of educational services that meet the diverse needs of residents and allow for individualized goal setting with each resident. 
 
There are five program areas: Adult Education & Career Counseling; Computer Instruction; Parenting; Life Enrichment & Advancement Program (LEAP); and Youth & Community Programs. All programming activities are provided by these 2 staff and over 50 volunteers and leverage the resources of other community programs our residents may be eligible for.
Budget  $169,767.00
Category  Education, General/Other Adult Education
Population Served Adults Children and Youth (0 - 19 years)
Program Short-Term Success 
75% of parents will attend three or more parenting workshops or parent support events (e.g. parent gatherings; reading with child, etc.)
 
50% of parents will be actively pursuing stated action plans
 
75% of residents will participate in three or more opportunities
 
35% of adult residents will attend two or more LEAP workshops
 
75% of adult residents will advance in one or more indicated areas (from individualized plans) 
 
35% of all residents will participate in one or more leadership building activities. 
Program Long-Term Success 
5 major goals:
  • provide parents with the tools/resources for effective parenting
  • provide opportunities for family cohesiveness/stability/community building
  • provide life enrichment and advancement programs (LEAP, similar to life skills) for adult residents
  • provide next steps for resident achievement
  • engender leadership skills in our residents 
Program Success Monitored By 
  • attendance records or workshops/events
  • completion of evaluation forms
  • feedback from bi-annual education goals review with Program Director
  • feedback from BHS education advisory committee (Board & Residents)
  • awarding of certificates
  • graduations
  • gainful employment
  • shared resident success stories
  • bi-annual individual education goal conferences
  • successful outcome of service rendered (re: service projects) 
Examples of Program Success 
  • gainful employment
  • success in formal educational setting
  • family reunification
  • improved communication and approaches to parenting 
  • commitment to volunteer activity
  • maintaining sobriety 

CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Ms. Trish Appert
CEO Term Start Nov 2009
CEO Email tappert@bethanyhillschool.org
CEO Experience Over the past 20 years, Trish has navigated the non-profit sector from the vantage point of funder, grantee, and administrator on issues ranging from housing and mental health to childcare, emergency services and education.   Prior to her work at Bethany Hill School, she managed Development Operations at Facing History and Ourselves, and was Director of Operations and the Housing Director for Quincy Community Action Programs, a community-based anti-poverty organization.  She has a BA from Boston University and a MA in Public Affairs from the John W. McCormack Graduate School of Policy Studies. 
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Ms. Denise Kelly CSJ Program Director --
Ms. Mariel Catherine Manzone Director of Mission Advancement --
Ms. Mary E. Mitchell Assistant Program Director --

Awards

Award Awarding Organization Year
Award for Excellence in Affordable Housing MetLife/ Enterprise Foundation 2005

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Staff Information

Number of Full Time Staff 1
Number of Part Time Staff 3
Number of Volunteers 50
Number of Contract Staff 3
Staff Retention Rate % 75%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 4
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 4
Male: 0
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan Under Development
Business Continuity of Operations Plan No
Organization Policies And Procedures No
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit Yes
State Registration --

Risk Management Provisions

--

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 Ms. Donna L. Hale
Board Chair Company Affiliation Community Volunteer
Board Chair Term Sept 2012 - May 2013
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. Gregory J. Aceto Esq. Johnson, Aceto, Bonner, & Prager LLP Voting
Ms. Sheila Babine Avery Dennison Voting
Ms. Marylou Cassidy CSJ Congregation of Sisters of St. Joseph of Boston Voting
Ms. Elizabeth Cawley CSJ Regis College Voting
Ms. Margaret Comfrey CSJ St. Mary's Women & Children Center Voting
Ms. Donna Curtin CSJ Retired Voting
Ms. Brenda Forry CSJ Congregation of Sisters of St. Joseph of Boston Voting
Ms. Donna Gallo Clark University Voting
Ms. Donna L. Hale Community Volunteer Voting
Ms. Susan Juliani Framingham Cooperative Bank Voting
Mr. William G. Leary Qinetiq Voting
Ms. Joan Patricia Lonergan CSJ St. Theresa of Avila School Voting
Ms. Barbara Loud CSJ Regis College Voting
Ms. Marianne McLaughlin New Balance Voting
Ms. Susan G. Niden Jackson School Voting
Mr. Sean O'Beirne Reliant Medical Group Voting
Ms. Karin Semizoglou TD Bank Voting
Ms. Cristina M. Squeff Regis College Voting
Ms. Ashley F. Walter Shaevel & Krems, LLP Voting
Ms. Mary Rita Weschler The Women's Table Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 20
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 17
Male: 3
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % --
Written Board Selection Criteria No
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Constituency Includes Client Representation No

Standing Committees

  • Board Governance
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Program / Program Planning

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Fiscal Year July 01, 2012 to June 30, 2013
Projected Income $973,388.00
Projected Expense $1,001,311.00
Form 990s

2014 990

2013 990

2012 990

2011 990

2010 990

2009 990

Audit Documents

2014 Audited Financials

2013 Audited Financials

2012 Audited Financials

2011 Audited Financials

2010 Audited Financials

2009 Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2014 2013 2012
Total Revenue $1,129,620 $1,118,222 $946,011
Total Expenses $1,127,571 $1,086,102 $1,061,599

Prior Three Years Revenue Sources

Fiscal Year 2014 2013 2012
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $258,751 $292,717 $174,682
Indirect Public Support -- -- --
Earned Revenue $636,829 $630,990 $589,889
Investment Income, Net of Losses $56,154 $32,156 $31,547
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind $134,132 $119,598 $106,557
Other $43,754 $42,761 $43,336

Prior Three Years Expense Allocations

Fiscal Year 2014 2013 2012
Program Expense $924,529 $900,044 $897,555
Administration Expense $100,079 $97,566 $85,040
Fundraising Expense $102,963 $88,492 $79,004
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.00 1.03 0.89
Program Expense/Total Expenses 82% 83% 85%
Fundraising Expense/Contributed Revenue 40% 30% 45%

Prior Three Years Assets and Liabilities

Fiscal Year 2014 2013 2012
Total Assets $1,646,319 $1,686,964 $1,673,800
Current Assets $629,989 $609,359 $534,353
Long-Term Liabilities $1,423,662 $1,471,581 $1,511,385
Current Liabilities $69,624 $64,399 $43,551
Total Net Assets $153,033 $150,984 $118,864

Prior Three Years Top Three Funding Sources

Fiscal Year 2014 2013 2012
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 No
Reserve Fund Yes
How many months does reserve cover? --

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? --

Short Term Solvency

Fiscal Year 2014 2013 2012
Current Ratio: Current Assets/Current Liabilities 9.05 9.46 12.27

Long Term Solvency

Fiscal Year 2014 2013 2012
Long-term Liabilities/Total Assets 86% 87% 90%

CEO/Executive Director/Board Comments

--

Foundation Comments

Financial summary data in charts and graphs are per the organization's audited financials.  Contributions from foundations and corporations are listed under individuals when the breakout was not available.

Documents


Other Documents

No Other Documents currently 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?

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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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