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Organization DBA --
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years Yes

Summary

Mission StatementMORE »

The YMCA of Greater Boston is dedicated to improving the health of mind, body and spirit of individuals and families in our communities. We welcome men and women, boys and girls of all incomes, faiths and cultures.

Mission Statement

The YMCA of Greater Boston is dedicated to improving the health of mind, body and spirit of individuals and families in our communities. We welcome men and women, boys and girls of all incomes, faiths and cultures.

FinancialsMORE »

Fiscal Year Jan 01, 2015 to Dec 31, 2015
Projected Income $74,554,475.00
Projected Expense $73,576,014.00

ProgramsMORE »

  • Adult Education/Job Training
  • Early Education Programs
  • Health and Wellness Programs
  • Out-of-School Time 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 YMCA of Greater Boston is dedicated to improving the health of mind, body and spirit of individuals and families in our communities. We welcome men and women, boys and girls of all incomes, faiths and cultures.

Background Statement

Founded in 1851 as America’s first Y. Today the YMCA of Greater Boston ranks as one of the largest urban Y’s in the nation, staying true to its roots as a values-driven, volunteer-led, human service organization strengthening children, families and communities. The Y's staff, volunteers, and constituents represent the broad spectrum of citizens, by any and all measures, who live in Greater Boston.

The Y is the largest provider of after school programs and child care in the Commonwealth of Massachusetts, offers the state's largest summer youth employment program, involves more than 10,000 children in summer camps, and leverages resources to provide over $10.3 million in critical services at no cost to low income participants.

As financial, demographic and social forces continue to create a "New Boston" once again, the YMCA continues to provide centers of community life for children, families, and all others in the neighborhoods and towns of the region.


Impact Statement

As one of Greater Boston’s leading nonprofits, the YMCA of Greater Boston is dedicated to nurturing the potential of every child and teen, improving our community’s health and well-being and providing opportunities to give back and support our neighbors. Each year, the YMCA of Greater Boston enables more than 100,000 youth, adults, and seniors to be healthy, confident, connected and secure. At the Y, strengthening community is our cause.

The Y focuses on three crucial areas to help individuals, families and communities learn, grow and thrive:
 

The Y is for Youth Development, because we believe that all kids deserve opportunities to discover who they are and what they can achieve. That’s why, through the Y, 35,000 youth in greater Boston are cultivating the values, skills and relationships that lead to positive behaviors, better health and educational achievement.

 

The Y is for Healthy Living, improving the nation’s health and well-being by providing wellness programs to 65,000 people in greater Boston. The Y brings families closer together, encourages good health and fosters connections through fitness, sports, fun and shared interests. 

 

The Y is for Social Responsibility, giving back and providing support to our neighbors. The Y has been listening and responding to our communities’ most critical needs for 160 years. Whether developing skills or emotional well-being, welcoming and connecting diverse populations or advocating for healthier communities, the Y fosters the care and respect all people need and deserve.

 
The YMCA serves the entire community and is open to everyone. More than 5,000 volunteers and donors enable the YMCA, a charitable, non-profit organization in compliance with IRS code 501(c)(3), to offer a financial assistance program for those individuals and families that qualify.

Needs Statement

The YMCA of Greater Boston works with the community to identify the most pressing needs in Greater Boston. Our greatest needs at this time include:
  • Funding for safe, supportive and educational programs for teens throughout Greater Boston
  • Scholarships for Training, Inc. & International Learning Center to provide workforce skills for a liveable wage. 
  • Early Education & Out of School Time program scholarships to help children learn, grow & thrive. 
  • Funding to support the renovation and expansion of our YMCAs to better meet the needs of youth, teens and adults in the Greater Boston community.

CEO Statement


Board Chair Statement

 



Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Greater Boston Region-All Neighborhoods
GREATER BOSTON REGION, MA
City of Boston- Citywide (please select all areas as well)
City of Boston- Allston/ Brighton
City of Boston- Back Bay
City of Boston- Beacon Hill/ West End
City of Boston- Charlestown
City of Boston- Chinatown/ Leather District
City of Boston- North Dorchester
City of Boston- South Dorchester
City of Boston- Downtown
City of Boston- East Boston
City of Boston- Fenway/ Kenmore
City of Boston- Hyde Park
City of Boston- Jamaica Plain
City of Boston- Mattapan
City of Boston- Mission Hill
City of Boston- North End
City of Boston- Roslindale
City of Boston- Roxbury
City of Boston- South End/Bay Village
City of Boston- West Roxbury

The YMCA of Greater Boston serves the children and families of Greater Boston.  YMCA branches are located in the Boston neighborhoods of Allston/Brighton, Charlestown, Chinatown, Dorchester, East Boston, Fenway/South End, Hyde Park, Roxbury, West Roxbury and the nearby communities of Needham, Reading, Waltham and Woburn.

Organization Categories

  1. Human Services - Human Services
  2. Youth Development - Youth Development Programs
  3. Employment - Job Training

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

Under Development

Programs

Adult Education/Job Training

 

The YMCA of Greater Boston is unique among American YMCAs in its century of commitment to adult education and job skills training.  Since 1896, our YMCA has provided community-based adult education for newcomers to Boston.  Our efforts led to the founding of Northeastern University and Springfield College.  Today, the YMCA’s Education and Training branch is comprised of Training, Inc., which provides job training to  unemployed and underemployed adults in computerized office skills that lead to employment offering family-supporting wages and benefits, and the International Learning Center, which offers 6 levels of English classes including an advanced conversation and pronunciation class and a strong beginner program. Since 1975, the International Learning Center (ILC) has offered high quality ESOL programs to thousands of new Americans. Over the past 30 years, over 4,500 individuals have graduated from YMCA Training, Inc., with 80 percent currently employed in a professional environment. This year alone, YMCA Training, Inc. graduates – nearly all of whom were dependent on some form of government assistance – will earn more than $95.5 million and pay nearly $23.5 million in taxes.   

 

 

Budget  $2,440,100
Category  Education, General/Other Adult Education
Population Served Adults International Immigrant, Newcomers, Refugees
Program Short-Term Success 

 

In one year, 80 low income unemployed or underemployed adults will move into new employment with an average wage of $14/hour and benefits.  Over 600 immigrants will improve their English proficiency by at least one level.


 

Program Long-Term Success 

 

The long term success of our program will result in thousands of families moving from poverty to thriving self-sufficiency.  As more low income unemployed and underemployed people gain the skills to secure professional employment with good wages, benefits, and opportunities for advancement, they will gain credentials and higher education, their children will have hopeful role models with a powerful emphasis on education, the parents will become stronger advocates for their children, and be able to purchase cars and houses and send their children to college.

 

Program Success Monitored By 

To ensure program success data and feedback is collected from staff and partners.  Program measurement includes: the number of graduates, the number of participants gaining employment, number retaining employment, job titles, wages, and benefits.

YMCA Training, Inc. assesses skill acquisition throughout the program with the following assessment tool:

· Microsoft Office Word and Excel Course Card Edition , Thompson Course Technology, quizzes and tests;

· Microsoft Office Online Word and Excel tests

· "Prove It!" MS Word and Excel tests

· Sector specific knowledge tests

· Internship performance reviews

YMCA International Learning Center assesses gains in English Language proficiency with the following tools:

· Best Plus and ESOL TABE tests

· An in-house grammar test and reading and writing assessments provide the program with a comprehensive assessment toolbox.  

· Learning gains are measured with pre, mid cycle and post testing.

Examples of Program Success 

 

When Jazmin learned about YMCA Training, Inc., she was a single mother struggling to support her two children. Although she had her doubts about balancing the rigorous Training, Inc. curriculum with home responsibilities, she also saw in Training, Inc. a path towards her goal of providing for her family. "Because my kids deserved more of me, and because I wanted more for our family, I looked at my kids and I knew I had to do it," Jazmin reflects.

 

Born in New York but raised in the Dominican Republic, Jazmin notes that the English classes she took at theYMCA International Learning Centerplayed a key role in helping her build confidence and improve her English pronunciation. And in YMCA Training, Inc., Jazmin found the opportunity to develop the skills, industry knowledge, and confidence that she needed to launch her new career in insurance.  After impressing her internship supervisors at Christopher Kokoras Insurance Agency with her new skills and knowledge, Jazmin's supervisors hired her as a full-time Insurance Agent. "YMCA Training, Inc. has helped me organize my life and goals for my family," says Jazmin. "Because of the program, I can continue to grow and to make way for my children's successes."


Early Education Programs

Each year, over 700 children, ages 0-5, attend a YMCA infant/toddler/preschool program in locations throughout Boston and its surrounding communities.  YMCA child care programs offer developmentally and age appropriate activities that address the needs of each child.  Children learn by handling, moving, sorting, experimenting and experiencing.  Program staff design a curriculum that stimulates, challenges and motivates children.  Staff observe children carefully and guide them on to the next stage of learning with activities that pose additional challenges and rewards.  The YMCA provides almost $2 million in financial assistance to ensure that its programs are accessible and affordable to all.  Working with the Commonwealth of Massachusetts, we are able to help low-income families access government subsidies for early childhood education.
Budget  $1,800,000
Category  Youth Development, General/Other
Population Served Children and Youth (0 - 19 years)
Program Short-Term Success 
Pre-school programs within the YMCA of Greater Boston implement the "Creative Curriculum" for early childhood.  This curriculum focuses on all areas of development, including fine and gross motor skills, independent interaction in both small and large groups, as well as physical activities.  All of the YMCA's pre-school programs offer quality care in a safe and supportive environment that fosters the emotional, physical, social, and cognitive growth of each child.  In addition, children develop skills to build character values, self-esteem and friendships, and kindergarten readiness.  All programs are accredited by the National Association for the Education of Young Children or are in the process of becoming accredited.  The aim of this curriculum is to have children meet the developmental milestones typical for their age group, so that each child can reach their full potential.
Program Long-Term Success 
Our curricula and activities strive to meet the social, emotional, cognitive and motor skill levels of each child. Our long term goal is to have children enter kindergarten ready to learn at their age appropriate learning level.  The ultimate success would be to have children become well rounded lifelong learners.
Program Success Monitored By 
The success of our early-education programs are monitored by widely recognized teaching tools.  Parent surveys are also distributed twice a year for feedback.
Examples of Program Success  --

Health and Wellness Programs

Fourteen YMCAs throughout Greater Boston provide opportunities for families to join in activities together and support healthy and active lives.   The Y’s financial assistance program provides income-based pricing for membership as well as reduced rates for YMCA programs.  We are partnering with more than 25 of Greater Boston’s leading healthcare centers to develop research-based wellness programs in the areas of breast cancer, diabetes and childhood obesity. 
Budget  $29,000,000.00
Category  None of the above
Population Served Adults Families Children and Youth (0 - 19 years)
Program Short-Term Success  Beyond fitness facilities, we provide educational programs to promote healthier decisions, and offer a variety of programs that support physical, intellectual and spiritual strength. We offer programs for participants that are battling or recovering from cancer, diabetes prevention programs, asthma management programs and more. YMCA certified instructors are there to guide and support each participant while fostering a community where individuals are open to share with other participants. Short term goal of these programs are that participant reach their personal wellness  goals for the short term such as working out three times a week or eating  a healthy breakfast. Long term goals for participants may include loosing weight or increasing strength and flexibility.
Program Long-Term Success   As a leader in preventative health care, the YMCA of Greater Boston offers a broad range of research-based programs that target specific health issues. All of our programs are people-centric and are designed to help each individual reach a personal best. The ultimate goal of these programs is to help individuals recover, prevent, or manage their health issues. 
Program Success Monitored By   Success of Health and Wellness programs are tracked carefully with assessment, staff observation, and surveys. Goals are generally set at the beginning of a program and progress tracked throughout. Surveys and a final assessment are completed at the end of a program cycle. 
Examples of Program Success 

The YMCA of Greater Boston’s Pink Program, designed for breast cancer survivors, helps women exercise safely while enhancing their overall health, whether they’re in the midst of breast cancer treatment or years beyond it. The Pink Program helps women lower their odds of breast cancer recurrence, boost energy, increase strength and restore ease in performing daily tasks.

 “I think the Pink Program is terrific and am very glad I joined, I am finally able to enjoy my life after breast cancer stole away my first year of retirement. It takes a while [to regain strength], but I noticed immediately after joining the program that I was feeling better mentally. I was focused on myself, and taking care of myself was of the utmost importance. The exercise helps put off any recurrence, and it’s sort of like therapy to be with these women. It’s all pretty heavy stuff not knowing how long I was going to live, but now I’m two years out, and the program has given me the will and the spirit to keep the fight going.”
 

Out-of-School Time Programs

Each day, almost 2,500 children attend a YMCA program after-school at one of 50 locations.  The Y’s programs offer children a wide range of enrichment activities that allow them to pursue their interests, gain new skills, and form the relationships with adults and other youth that are essential to healthy development.  During the after school day, children receive homework assistance and participate in activities designed to enhance literacy, math and science skills.  Academic support students receive in the Y’s after-school programs is particularly important today, as state and federal education policies continue to call upon students and schools to meet higher academic standards within the constraints of the traditional school day and year.  The YMCA understands that programs located in schools offer the ideal situation to reach young people and their families, and address academic issues because of their close proximity to school teachers and staff.  The YMCA operates 38 after-school programs located in public and private elementary and middle schools throughout greater Boston.  After-school sites located in schools work closely with day school teachers to ensure that after-school activities support in classroom learning. 
 
Each year, the YMCA teaches 16,000 teens the values of caring, honesty, respect and responsibility through youth development programs, athletics, summer employment, and recreational activities.  These opportunities provide youth with the skills they need to succeed in higher education and the world beyond, including leadership skills, responsibility, and life skills.  At the YMCA Achievers Branch, 450 Black and Latino teens have completed the College Path Leadership Program and 90 percent have gone on to pursue higher education.  College Path is an educational enrichment program that prepares and motivates predominantly minority high school students for college and career opportunities.
Budget  $17,000,000.00
Category  Youth Development, General/Other
Population Served Children and Youth (0 - 19 years)
Program Short-Term Success 

The YMCA of Greater Boston is inspiring kids to be smart through structured activities that are designed to enhance literacy, math and science skills and homework and tutoring support each day. Our Y's after-school program also aligns its activities with this Massachusetts Curriculum Framework, creating a seamless continuum of learning from the school day to the after school program.

Program Long-Term Success 
The afterschool programs offered by the YMCA of Greater Boston offers children a wide range of enrichment activities that allows them to pursue their interests, gain new skills, and form the relationships with adults and other youth that are essential to healthy development and good citizenship. The goal of our afterschool programming is to have youth succeeding in school and reaching high school graduation.  The ultimate success would be to have youth become well rounded adults ready to enter an institution of higher learning or the work force. 
Program Success Monitored By 
The YMCA of Greater Boston uses standardized, research based progress report tool twice a year in the fall and again in the spring to measure program impact.  This evaluation tool or progress report outlines outcomes that have a basis in research and have been proven to contribute to the life success of children.  Report cards are also looked at by staff for attendance and grade level readiness. Parent and student surveys are distributed twice a year for feedback as well. 
Examples of Program Success  “For me it was one little moment in the entire school year, which made me realize the positive impact we are having in the youth’s lives we work with. Robert is a 9 year old boy, with a tough home life, whom I assist everyday during homework time. Robert always completes his work, but I would often worry when he acted “too cool” to care. One day after school Robert burst into the gym, waving a paper in his hand and wearing a huge smile on his face. He couldn’t wait to show me the good grade he got on his math test, and I couldn’t have been prouder.” 

CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Mr. James O'S. Morton
CEO Term Start Apr 2015
CEO Email [email protected]
CEO Experience

James O’S. Morton is the 13th President and CEO of the YMCA of Greater Boston.  James joined the Greater Boston Y in 2015 after serving at YMCAs in Hartford, CT and Springfield, MA YMCAs.  Prior to joining the YMCA of Greater Boston, James served as President and CEO of the YMCA of Greater Hartford where the Y experienced double digit growth in contributions; developed innovative programming; improved the membership engagement experience; and built many collaborative relationships.  He led a successful $15 million capital campaign and launched a new strategic plan to guide the work of the organization. 


He also has a deep personal and professional connection to work force development and education having served as a leader to two work force development agencies and was an educator in the Springfield, MA public school system.

James earned a Bachelor of Arts in sociology from the University of Wisconsin and a Juris Doctorate from Northeastern University School of Law. He is a current member of the Massachusetts Bar Association, serves on the Commonwealth of Massachusetts’ Board of Elementary and Secondary Education, and is a trustee of Springfield College. In addition, he has served on numerous YMCA of the USA committees and task forces around brand management, executive leadership and multiculturalism.

James has a compelling personal history that exemplifies the positive impact that the Y makes. With an African-American father and mother of Irish descent, James laughingly often introduces himself as “Black Irish”, and his background and personality provide him with a unique ability to forge meaningful connections with everyone that he meets. James is a world class runner and continues to run competitively. In 2008, James was the national Master’s champion and #2 in the world in the 800 meter, in his age bracket.

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

Former CEOs and Terms

Name Start End
Mr. John Ferrell 1993 Sept 2010
Peter Post 1981 1992

Senior Staff

Name Title Experience/Biography
Mr. Edward Dahlstedt Vice President; Property Management Mr. Dahlstedt has served as Vice President of Facilities since 1999. He has more than 30 years experience in property management. Prior to the Y, he served as the Building Manager for Harvard University from 1981 to 1998 and as the General Manager for Harvard University Real Estate. From 1978 to 1981, he was the Building Manager at the Massachusetts Institute of Technology. Mr. Dahlstedt received his Bachelor of Arts in Business Administration from Suffolk University. 
Donna Desmond Vice President - Finance --
Craig Heinrichs Executive Vice President - Operations --
Mr. Paul Mantell Vice President; Human Resources

Mr. Mantell joined the YMCA of Greater Boston as the Vice President of Human Resources in March 2008. Paul comes to the Y with over 25 years of management and human resources leadership experience.

Prior to joining the YMCA, Mr. Mantell was the Vice President of Human Resources at Unidine Corporation, a 75 unit health care dining services management company based in Newton. Before that Mr. Mantell was HR Director for UNICCO Service Company, a leading facilities maintenance firm. Paul's earlier career experience includes fourteen years with large retail chains (Filene's and Marshall's) and six years in the technology sector with Arch Wireless. Mr. Mantell received his Bachelor of Science degree in Business Administration from Northeastern University in 1982. 

Mr. James O'S. Morton President & CEO --
Ms. Kelley J. Rice Senior Vice President - Development & Communications

Ms. Rice has served as the Senior Vice President of Development & Communications for the YMCA of Greater Boston since February 2011. She oversees the branding, marketing, communication and financial development strategies for the Y, its 16 branches and related programs. Her responsibilities include the development, review and oversight of all communication, marketing and social media outreach strategy; media relations; cultivation for support from business and civic partners; and, public policy at the local, state and federal level.

In addition, Ms. Rice is a registered lobbyist in Massachusetts for the Y. Previously, Ms. Rice served as the Vice President of External Affairs for the YMCA of Greater Boston and as communications director for the City of Boston’s Chief Economic Development Officer and Boston Redevelopment Authority. Prior to joining Mayor Thomas M. Menino’s Administration, she served as the communications director for the Massachusetts Industrial Finance Agency. She received her Bachelor of Science Degree in Communications and Public Relations from Boston University. 

Mr. Craig Schultze Vice President of Information Services

Mr. Schultze has served as Vice President of Information Services since January 2012. Mr. Schultze started his career with the YMCA of Greater St. Louis, where he served in aquatics, camping and teen programs. In 1988, he became the Finance Director for the MetroWest YMCA in Framingham where he served until 1994, when he became the Charles River Branch Executive for the YMCA of Greater Boston. In 2000, Mr. Schultze became the founding Executive Director of YMCA Shared Services, a group purchasing organization for YMCAs. Mr. Schultze returned to the YMCA of Greater Boston in 2004 as Sr. Director of IS and Finance.

Mr. Schultze serves on the Chapter 4 Association of YMCA Professionals Board and has been very active in AYP over the years. He has served on his towns Finance Committee for 15 years, six as chairman. He is a graduate of the University of Missouri, St. Louis, with his Bachelor of Science in Business Administration, with a minor in Computer Engineering.

Ms. Ann C. Tikkanen Executive Vice President, Chief Financial Officer

Ms. Tikkanen has served as Senior Vice President since October 1996. She is responsible for overseeing full-service finance, a direct reporting staff of 12 culturally diverse professionals, contract administration, and insurance at the Y and its related business entities including Huntington Affordable Housing Limited Partnership, YMCA Shared Services, Inc. (a corporation she assisted in founding in 2001) and the newly established YMCA of Greater Boston Realty Corporation (for the special purpose of utilizing new markets tax credit financing). Ann employed a number of first-ever financing techniques to support growth, automation, and facility renovation raising over $35 million in capital to date.

Ms. Tikkanen serves as a board member of the Massachusetts Bay Self-Insured Group for local nonprofits. She also served as chair of the North American Urban Group (CFO Group) YMCAs. Ms. Tikkanen has more than twenty-five years of financial management experience at primarily technology companies including Prime Computer, Wang Labs, and Symbolics. Ms. Tikkanen was born in Jamaica Plain, received her Bachelor of Science Degree in Finance from Northeastern University and her MBA from Babson College.  

Elizabeth Toledo Senior Vice President - Operations --
Ms. Amy Turner Senior Vice President, Child Development & Out of School Time Programming Currently, Ms. Turner is the Senior Vice President for Child Development and Out of School Time Programming providing leadership to the Greater Boston Y’s new Blueprint for Child Achievement. Prior to her current role, Ms. Turner served as the Executive Director of the North Suburban YMCA in Woburn, hosting over 10,000 members annually. Under her leadership, the early education and after school programs at the North Suburban Y were recognized by the City of Boston, achieved NAEYC accreditation, and have consistently demonstrated the ability to connect family and community in an innovative way. She also provided leadership to the Y of Greater Boston’s Aquatic Safety and Quality Initiative.
Ms. Turner had the opportunity to serve as an AmeriCorps Member in the program’s inaugural year, 1994. Her year of service was with the YMCA of Greater Boston, where she engaged teens in community service through Youth Volunteer Corps. Ms. Turner received her BA from Wheelock College.
Stuart Westland Vice President - Marketing --
Wendy Zinn Vice President - Advocacy, Alliances & Teen Agenda --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- 2010
Member of state association of nonprofits? Yes
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
American Camping Association (ACA) - Accreditation --
National Association for the Education of Young Children (NAEYC) - 5 Year Accreditation --

Collaborations

The YMCA of Greater Boston collaborates with a wide rang of local, state and national organizations, including the YMCA of the USA, 25 leading Boston healthcare organizations and 6 public school institutions including Boston Public Schools. 

CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 405
Number of Part Time Staff 1,250
Number of Volunteers 250
Number of Contract Staff 2
Staff Retention Rate % 75%

Staff Demographics

Ethnicity African American/Black: 336
Asian American/Pacific Islander: 104
Caucasian: 1,584
Hispanic/Latino: 198
Native American/American Indian: 0
Other: 191
Other (if specified): --
Gender Female: 1,593
Male: 820
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan Under Development
Business Continuity of Operations Plan Yes
Organization Policies And Procedures Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy --
State Charitable Solicitations Permit Exempt
State Registration Exempt

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 Mrs. Elizabeth B. Burnett
Board Chair Company Affiliation Member, Litigation, Mintz & Levin
Board Chair Term Mar 2015 - Dec 2015
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mark S. Ain Kronos Incorporated Voting
Hope A. Aldrich Eastern Insurance Group, LLC Voting
Brant Binder SRU Biosystems Voting
Kevin J. Blake Wellington Management Company, LLP Voting
Elizabeth B. Burnett Mintz, Levin, Cohn, Ferris, Glovsky, and Popeo P.C Voting
Daniel F. Conley Commonwealth of Massachusetts Voting
Donald E. Conover Suffolk County District Attorney --
C. Michael Daley Community Volunteer Voting
David Damassa Ph.D. Tufts University School of Medicine Voting
Kevin A. Foster Progress Software --
David G. Fubini McKinsey and Company, Inc. Voting
George Gilmer BNY Mellon --
Michelle W. Hecht RBS Citizens Financial Group, Inc. Voting
William I. Huyett McKinsey and Company, Inc. Voting
Evelyn Kaupp Deloitte Tax LLP --
Brian H. Kavoogian Charles River Realty Investors Voting
Robert E. Kenney Kenney Development Company Voting
Teresa K. Koster Gallagher Koster Voting
Matt McPherron Bain Capital/Brookside Capital Voting
C. Ann Merrifield Community Volunteer Voting
Tara Murphy Weber Shandwick Worldwide Voting
Charlayne Murrell-Smith Boston Children's Museum Voting
Jack R. O'Connor JRO Associates Voting
Jill W. Onderdonk JWO Consultant Services Voting
William M. Parent Blue Hills Bank Voting
Cynthia L. Strauss Fidelity Charitable Voting
Nancy Stuart Concert Pharmaceuticals Voting
Alan W. Tuck The Bridgespan Group Voting
Kathleen Walsh Boston Medical Center Voting
Frederick A. Wang GoBiz Solutions, Inc. Voting
Richard C. Waters Mitsubishi Electric Research Laboratories Voting
Faith S. Weiner Community Volunteer Voting
M. David Wilkins Raytheon Company 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: 5
Asian American/Pacific Islander: 1
Caucasian: 26
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 12
Male: 20
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % --
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 98%
Percentage of In-Kind Contributions 10%
Constituency Includes Client Representation Yes

Standing Committees

  • Audit
  • Board Development / Board Orientation
  • Board Governance
  • Campus Planning and Development
  • Capital Campaign
  • Communications / Promotion / Publicity / Public Relations
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Finance
  • Human Resources / Personnel
  • Investment
  • Nominating

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Fiscal Year Jan 01, 2015 to Dec 31, 2015
Projected Income $74,554,475.00
Projected Expense $73,576,014.00
Form 990s

2014 990

2013 990

2012 990

2011 990

2010 990

2009 990

2008 990

2007 990

Audit Documents

2014 Audited Financials

2013 Audited Financials

2012 Audited Financials

2011 Audited Financials

2010 Audited Financials

2009 Audited Financials

2008 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 $71,587,399 $67,461,117 $82,496,567
Total Expenses $68,746,218 $63,544,600 $61,527,804

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 $5,279,415 $5,198,563 $4,610,156
Indirect Public Support -- -- --
Earned Revenue $63,530,570 $59,615,707 $76,363,181
Investment Income, Net of Losses $1,434,235 $1,594,763 $337,198
Membership Dues -- -- --
Special Events $1,343,179 $1,052,084 $1,186,032
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Fiscal Year 2014 2013 2012
Program Expense $60,854,848 $55,512,714 $54,036,541
Administration Expense $6,247,314 $6,546,096 $6,265,880
Fundraising Expense $1,644,056 $1,485,790 $1,225,383
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.04 1.06 1.34
Program Expense/Total Expenses 89% 87% 88%
Fundraising Expense/Contributed Revenue 25% 24% 21%

Prior Three Years Assets and Liabilities

Fiscal Year 2014 2013 2012
Total Assets $106,983,290 $110,152,839 $123,217,852
Current Assets $26,937,924 $35,244,675 $51,125,652
Long-Term Liabilities $44,475,951 $47,595,868 $54,606,727
Current Liabilities $6,228,481 $4,236,893 $10,064,620
Total Net Assets $56,278,858 $58,320,078 $58,546,505

Prior Three Years Top Three Funding Sources

Fiscal Year 2014 2013 2012
1st (Source and Amount) -- --
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2nd (Source and Amount) -- --
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3rd (Source and Amount) -- --
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Financial Planning

Endowment Value $14,731,045.00
Spending Policy Percentage
Percentage(If selected) 4.0%
Credit Line No
Reserve Fund No
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? Yes

Short Term Solvency

Fiscal Year 2014 2013 2012
Current Ratio: Current Assets/Current Liabilities 4.32 8.32 5.08

Long Term Solvency

Fiscal Year 2014 2013 2012
Long-term Liabilities/Total Assets 42% 43% 44%

CEO/Executive Director/Board Comments

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Foundation Comments

This organization's financial data in the charts and graphs above is per the IRS Form 990s. The total gifts from individuals number captures corporate, foundation, and government gifts as well.

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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