Share |
Organization DBA --
Former Names Music Mobile (1991)
Organization received a competitive grant from the Boston Foundation in the past five years Yes

Summary

Mission StatementMORE »

The mission of ZUMIX is empowered youth who use music to make strong positive change in their lives, their communities, and the world. Located in East Boston, we provide top-quality cultural programming as an alternative way for young people to deal with frustration, anger and fear, and as a method of building cultural understanding and acceptance. Over the past 24 years ZUMIX has grown and expanded with the changing needs of our constituents. ZUMIX is a vital cultural entity in East Boston and throughout the greater Boston area. We have developed strong roots in our community and have led an effort to make arts and culture a more accessible and essential part of local life.

Mission Statement

The mission of ZUMIX is empowered youth who use music to make strong positive change in their lives, their communities, and the world. Located in East Boston, we provide top-quality cultural programming as an alternative way for young people to deal with frustration, anger and fear, and as a method of building cultural understanding and acceptance. Over the past 24 years ZUMIX has grown and expanded with the changing needs of our constituents. ZUMIX is a vital cultural entity in East Boston and throughout the greater Boston area. We have developed strong roots in our community and have led an effort to make arts and culture a more accessible and essential part of local life.

FinancialsMORE »

Fiscal Year Apr 01, 2014 to Mar 31, 2015
Projected Income $1,213,286.00
Projected Expense $1,213,286.00

ProgramsMORE »

  • Community Arts - Youth in Action
  • Hands-On

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 ZUMIX is empowered youth who use music to make strong positive change in their lives, their communities, and the world. Located in East Boston, we provide top-quality cultural programming as an alternative way for young people to deal with frustration, anger and fear, and as a method of building cultural understanding and acceptance. Over the past 24 years ZUMIX has grown and expanded with the changing needs of our constituents. ZUMIX is a vital cultural entity in East Boston and throughout the greater Boston area. We have developed strong roots in our community and have led an effort to make arts and culture a more accessible and essential part of local life.

Background Statement

1990 marked the worst year of gang violence in Boston’s history. 152 homicides were recorded – many of the victims and perpetrators were youth.  ZUMIX was founded in 1991 in response to this wave of violence. We began with $200, 24 youth, and the belief that giving youth something to be passionate about could transform lives and elevate our community. 

Our original programs were designed to improve the lives of at-risk Boston teens by involving them in open dialogue around societal issues and folding these ideas into original songwriting, live music, and public performance. From our modest beginnings in the studio apartment of one of the co-founders, ZUMIX has grown with the changing needs of our constituents – now serving over 1,000 youth per year in our after-school and summer programs and in-school partnerships  We reach more than 10,000 additional youth and adults through workshops, community events, and outdoor concerts.

After 5½ years of planning and fundraising, we moved into the Engine Company 40 Firehouse on January 18, 2010. Our efforts transformed a long-abandoned building into a beautiful, functional, and inspiring cultural and performance space for Zumix programs, our young participants, and the East Boston community at large. At 9,000 square feet, the Firehouse is nearly three times the size of our old, leased space. This building has allowed us to broaden and deepen our reach and our impact over the past several years.

While the Firehouse is amazing, our mission is and always has been about engaging people – about the power of music to transform young people’s lives, transmit the highest values, and unite our community.

Impact Statement

In January, 2010, ZUMIX moved into its new home, the Engine Company 40 Firehouse, after a 5 1/2 year $4.6 million capital campaign. This transition marked the beginning of a multi-year organizational and programmatic expansion.
 
Recent Accomplishments:

 *ZUMIX was honored with a 2011 National Arts and Humanities Youth Program Award. This award, presented by First Lady Michelle Obama, recognizes ZUMIX as one of the top 12 youth arts and humanities organizations in the country.

 *ZUMIX serves 500 youth per year through our after-school programs in songwriting & performance, instrumental instruction, creative technology, and community radio.

 *ZUMIX expanded partnerships, funded by EdVestors, for in-school programming at East Boston High School and the Mario Umana Academy. These partnerships serve an additional 500 youth per year.

 *In the past 4 years, 99% of our seniors graduated from high school and 90% were accepted to college.

Our goals for the next year include:

 *Maintain service of 1,000 youth through on-site programming and in-school partnerships.

 *Improve retention rates.

 *Provide a minimum of 150 hours of on-site teaching per week.


Needs Statement

1. 2-3 additional Board members. ZUMIX's 8-member Board of Directors is actively recruiting new members with expertise in marketing, advertising, and public relations. Board prospects serve on one of our subcommittees, Finance or Fundraising Events, and are then recruited to join the full Board.
 
2. Homework Tutor. Serve as an after-school homework helper and tutor for youth ages 12-17 who are in middle school or high school and support them in areas of need. Tutors are predominantly needed for English and math. Time commitment is 1-2 hours per week, between 4-8p.m.
 
3. Photography/Videography Volunteers. We are looking for volunteers willing to donate their time and skills to producing high quality photos and videos of our programs and our special events.
 
4. Rock Ed Mentors. Work with youth building their repertoire, learning to play better, both individually and as a group, improving their performance skills, and understanding basic care of instruments in guitar, bass, drums, piano, and voice. Time commitment is a minimum of 2 hours per week, afternoons and potential weekends.
 
5. ZUMIX Radio Mentor. Develop a relationship with youth ages 12-14 who are starting their first music/talk shows and support them in making their shows the best they can be. Time commitment is 1-1.5 hours per week, mostly between 4-8pm.

CEO Statement

I co-founded ZUMIX in 1991 in a tiny studio apartment in Maverick Square and when I think about the history of ZUMIX, I am truly amazed by how far we have come. The last few years have been particularly incredible, as we completed a $4.6 million dollar capital campaign; purchased, renovated and moved into our new Firehouse; earned LEED Gold certification for green development; increased staffing, programs and number of participants served; plus - in a down turned economy – we closed both years with strong financials.

As you can imagine, we have been very busy, but this has been a labor of love and truth be told, the real work is just beginning. As we look forward, we grapple with deep questions: How are we impacting young people’s lives? How can we continue to grow, while maintaining an intimate sense of family that is a hallmark of our work? How can we support our staff to ensure excellence in our programs? How can we best manage new school partnerships? What will success will look like over the next five years?

These questions inspire me to work hard, to engage others, and to have faith in the power of music to reduce poverty, improve quality of life and increase social equity. I invite each and every one of you to partner with ZUMIX as we enter the next chapter in our history.


Board Chair Statement

I learned about ZUMIX accidentally through work I was doing with another non-profit organization in East Boston. I have always been a music fan. I had headphones on through most of high school and college. It was several months later when I decided to become more directly involved with the non-profit sector that I contacted ZUMIX to find out if they had any opportunities for committee or Board membership. 

What I love about ZUMIX is that their mission is to empower youth to make positive changes in their lives, their communities, and the world. They use music to help these kids build self-confidence and teach them how to express themselves. I take great pride when I hear about the college scholarships and awards earned by our kids; however all of the credit should be given to the staff and kids for their tremendous effort and dedication. I am truly honored to be associated with an organization with leadership such as that provided by Madeleine Steczynski, Executive Director, Jenny Shulman, Program Director, and all of the other staff who work tirelessly on behalf of the kids. 

When I joined the finance committee in May 2010 and the Board of Directors in August 2010 and through the following months, the Organization and the Board were faced with the following issues: 

  • Financial
    • The budget for the fiscal year beginning April 1, 2010 had not been approved
    • There was no formal financial reporting from the finance committee to the Board of Directors
    • Board governance policies were either outdated or had not been implemented
  • Fundraising
    • Increased fundraising was required to support the new facility opened in March 2010
    • A significant fundraising event for the Organization, hosted annually by a donor, was discontinued
  • Board Development
    • Identification and on-boarding of five to seven additional Board Members

The Board of Directors discussed each of these issues at length. Through extensive work performed at the Board, committee, and management levels, the Organization has experienced the following successes:

  • Financial
    • Improved the process for preparing and approving the budget prior to the start of the fiscal year
    • Developed budget to actual reporting and cash flow projections for reporting to the Board of Directors
    • Drafted, approved, and implemented the following:
      • Conflict of Interest Policy
      • Whistleblower Policy
      • Document Retention and Destruction Policy
      • Executive Compensation Policy
    • Assumed responsibility for drafting the financial statements and notes
  • Fundraising
    • Established the first road race in East Boston, attracting 350 runners and raising approximately $11,000 in each of its first two years
  • Board Development
    • Eased the burden of Board membership by reducing the number of meetings per year
    • Identified and voted two additional individuals to the Board of Directors

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Sixty-two percent of ZUMIX youth live in East Boston, 20% live in other Boston neighborhoods, and 18% live in adjacent communities (e.g. Chelsea, Revere, Winthrop). ZUMIX serves East Boston and surrounding communities. ZUMIX Community Arts events are all offered free or with a low-cost suggested donation, and are handicap and public transportation accessible.

Organization Categories

  1. Youth Development - Youth Development Programs
  2. Arts,Culture & Humanities - Music
  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

Community Arts - Youth in Action

Community Arts programming has enabled ZUMIX to take a leadership role in making arts and culture a more accessible and vital part of local life while providing our youth with opportunities to apply their skills and talents in real-life settings. Engaging with local artists provides a context for our work with young people, helping them connect with local organizing efforts and serving as assets for many local agencies. Through community festivals, summer concerts, cultural events, and collaborative community art projects, our youth earn income as musicians and sound technicians, serve as organizers, promoters, and hosts, and gain the 21st Century Skills necessary to compete in higher education and employment settings.

Budget  $121,329.00
Category  Arts, Culture & Humanities, General/Other Music
Population Served K-12 (5-19 years) Adults Families
Program Short-Term Success 

The objectives for FY15 are as follows:

9 Summer Concerts in Piers Park, connecting residents and building community

2 festivals to mark the beginning and end of summer, highlighting East Boston’s greatest asset - the waterfront

12 indoor events involving music, art, dance, and film, building a vibrant arts community

To engage stipended youth in the planning and implementation of the series, building skills in our youth and investing in our neighborhood

To involve ZUMIX Z-Tech students in all audio technical support for the series, providing income and valuable work experience

To support local businesses and artists by attracting new audiences to East Boston, improving our image and boosting our economy

Program Long-Term Success 
Long-term goals are as follows:
 
1. Youth artists and technicians will develop a professional network that can support them if they choose to pursue music and/or technology as a career.
2.  Youth will form a self-sufficient network with each other, able to serve as assets for their peers on recording projects, live events, compositions, etc.
3. The neighborhood of East Boston will be a richer, more vibrant place to live, work, and visit.
Program Success Monitored By 
The youth experiences of Community Arts programs are evaluated through our BYAEP group program evaluations. More information can be found under Hands-On programs.
 
The experience and satisfaction of community members is not formally tracked. However, we often receive feedback through e-mail and social media.
Examples of Program Success 

“I wanted to write and say how much we enjoyed the concert last night in Piers Park. It was one of the finest and most relaxing evenings I can remember. Not only was the music really excellent (and correctly amp'ed too!) but it was great to see the unguarded, natural diversity of East Boston, our new neighborhood, on full display. Young families, retired couples, gay couples, latinos, blacks, whites, muslims, EVERYBODY was there, having a fine time and mixing freely.”

Frederick W., Local Resident


Hands-On

For 24 years ZUMIX has provided safe space after school and during the summer months for young people to participate in music and related arts programs, to explore who they are and who they’d like to be. Hands-On programs concentrate in four areas: Songwriting and Performance, Instrumental Music, Creative Technology, and Community Radio. Offered for free or at low cost, our programs provide youth with access to a self-directed and sequentially challenging arts education.
 
ZUMIX programming exists at the intersection of four core concepts: Youth, Music, Community, and Excellence. Our program design mirrors this model, fostering personal development, artistic growth, civic engagement, and 21stCentury skill building. Together, these outcomes represent our vision of an empowered youth.
Budget  $849,300.00
Category  Arts, Culture & Humanities, General/Other Music
Population Served K-12 (5-19 years)
Program Short-Term Success 

Targeted Outcomes Include:

Personal Development
• 90% of youth will strongly agree with the statement “I put strong effort into my education.”
• 90% of our youth will strongly agree with the statement “I imagine successful options for my future.”
• 85% of our youth will strongly agree with the statement “I am a strong leader.”
 
Artistic Development
• 85% of our youth will strongly agree with the statement “I am able to express who I am through the arts.”
• 85% of our youth will strongly agree with the statement “I use the arts to communicate feelings and meaning.”
• 90% of our youth will strongly agree with the statement “I have improved as an artist and feel proud of my contributions.”
 
Community Action
• 80% of our youth will strongly agree with the statement “I feel like I contribute positively to my community.”
• 80% of our youth will strongly agree with the statement “I am connected to my community.”
• 90% of our youth will strongly agree with the statement “I am comfortable working on projects with people from different backgrounds.”
Program Long-Term Success 
Our long-term goals for youth participants are as follows:
 
1.  All youth will earn a high school diploma.
2.  All youth will identify a career that they will find fulfilling, and will have the motivation and knowledge needed to pursue their goal.
3.   All youth will leave ZUMIX with a sense of pride for their accomplishments and a feeling of belonging in our community.
 
Program Success Monitored By  In 2008, ZUMIX partnered with four other nationally recognized youth arts organizations to create the Boston Youth Arts Evaluation Project (BYAEP). BYAEP strives to help youth arts organizations answer the question "what impact does your program have on the trajectory of the lives of the youths you serve?"

The theory is as follows: Quality Youth Arts Programs provide Opportunities, a Positive Climate, and Connections to create change in the lives of youth. If youth participate in high quality arts programs, they will develop specific skills and competencies in three areas – artistic development, personal development, and civic engagement, (I Create, I Am, We Connect), which lead to a set of intermediate outcomes (able to engage and be productive, to navigate, and to make connections with others), which in turn lead to a set of long-term outcomes (resiliency, self-efficacy and personal fulfillment, and community engagement) that together constitute life success.
Examples of Program Success 
In the past 4 years 90% of our youth have been accepted to college.
 
Over the past year our youth have applied the creative skills learned at ZUMIX in real-life work settings, collectively earning over $30,000 as live sound technicians, performing musicians, radio journalists, teaching assistants, and youth staff.
 
Five of our recent alumni have been accepted to Berklee College of Music. Three are currently attending on full four-year scholarships!

CEO/Executive Director/Board Comments

--

Management


CEO/Executive Director Ms. Marie Madeleine Steczynski
CEO Term Start Apr 1991
CEO Email [email protected]
CEO Experience Madeleine Steczynski,Founder and Executive Director, is an East Boston resident. She founded ZUMIX in 1991 in response to the worst year of violence the City of Boston's history. Together with her Board, she has grown ZUMIX from a kitchen table project into a vital East Boston community institution. As an advocate for the arts, Madeleine has served on the Executive Committee for East Boston Healthy Boston Coalition; was one of the founding members of Cultural Connections, a three-year effort to integrate arts as part of a Sustainable Community initiative funded by The PEW Charitable Trust; and served as an Artistic Fellow for The Boston Foundation’s Arts and Audiences Initiative. She also served for three years as a Cultural Fellow for the New England Foundation for the Arts Building Communities through Culture Initiative, and as a Community Fellow for Eureka Communities Boston. In 2006 ZUMIX was chosen as a Social Innovator for the Social Innovation Forum at MIT, that year Madeleine was chosen by the East Boston Times Free Press as East Boston’s Woman of the Year. In 2007 Madeleine was nominated and participated in the Salzburg Global Seminar's Cultural Institutions Without Borders seminar in Austria; received the Canyon Ranch Be the Change Award at the Massachusetts Conference for Women; and was an advisor for the Music National Service Initiative in Washington D.C.. In 2008 Madeleine spearheaded a development team in the acquisition and full renovation of an historic firehouse as a new home for ZUMIX. In 2009 she successfully completed a $4.6 million dollar capital campaign and moved ZUMIX into its new home. In 2011 Madeleine started a 3-year learning journey as a prestigious Barr Fellow. Madeleine attended Boston College, the School of the Boston Museum of Fine Arts –Boston, and the Executive Leadership Program at Harvard University.
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
Daniel Fox Technical Director Dan is a multi instrumentalist, composer, producer and recording engineer. He co-designed and played the role of A/V Project Manager for the buildout of the Zumix Firehouse and consults and tutors in studio construction, A/V hardware/software and recording techniques. He has a BA in sociology fromVassarCollegeand has worked as the Creative and Cultural Director at the Boys and Girls Club inLynn. Dan is also a member of the Audio Engineering Society. As a bass player Daniel has shared the stage with the award winning Foundation Movement, Billy Bragg, KRS-One, as well as playing on a diverse selection of studio recordings. As a producer/engineer Daniel has worked with Pepsi, Discovery Channel, the Foundation Movement, the Boston Music Award winning Debo Band, Soulfege, Zullo, the Goosepimp Orchestra and Warner Bros/Comedy Central recording artist MC Mr. Napkins among others. In 2008, Dan received the BEST Initiative/Medical Foundation’s first annual Youthie Award for his outstanding work through youth development in Communication. 
Nancy Lagro Business Manager Nancy started with ZUMIX in February, 2007, and is responsible for office operations and assisting upper management with development of ZUMIX office support programs.Nancyhas over 24 years of managerial experience as Vice President of Operations at American Computer, Inc. and as a Customer Service Representative at ComputerShare (formerly EquiServe). Nancyreceived several customer service awards while working at ComputerShare. Nancyalso represented American Computer Group for five years with Executive Women International, both locally and at national conventions.
Jenny Shulman Program Director
Jenny joined Zumix in 2012 after 3 years of working as a Program Advisor for an international volunteering organization.  For the last 6 years, she worked in many developing countries, establishing community-based service learning programs for volunteer educators, health providers, and care workers.  She also developed and implemented a cross-cultural training curriculum for volunteers, conducted capacity-building workshops, and was responsible for organizational growth and change.  For her Master’s Degree, Jenny worked with the civil organization, Acortar Distancias in Guadalajara, Mexico, teaching theatre and improvisation to at-risk youth.  Jenny previously worked as a casting director in New York City for 7 years, casting independent films, music videos, commercials, and voice-overs.  Jenny holds an MA in International Development from La Universidad Autonoma de Guadalajara and Roehampton University in London and a BFA in Drama with a concentration in Directing from NYU’s Tisch School of the Arts.  She has lived and worked in Thailand, Mexico, London, Ghana, Vietnam, India, Sri Lanka, Costa Rica, Mongolia, and Nepal.
Sharon Timmel Foundations & Communications Manager Sharon Timmel, Foundations & Communications Manager, began working for ZUMIX in 2009 as an AmeriCorps VISTA volunteer with ZUMIX Radio. She has worked with youth in a variety of capacities, including as the Marketing & Development VISTA for More Than Words, a job-training program for youth in the foster care system. While at More Than Words, Sharon was in charge of all marketing and events, including a monthly Open Mic Night. She has also taught an introductory music course for young children, tutored students in an ESL program, and completed the ten-week BEST Initiative Youth Worker Training course. Sharon has an extensive background in marketing and professional writing as well as a passion for music and the arts. She plays clarinet and piano and has worked for several radio stations at the local, regional, and national level. Sharon serves on the Board of Calling All Crows, a nonprofit organization that partners with musicians and fans to create change through hands-on activism and service. She holds a BA in Communications and Sociology from Villanova University and is pursuing her Master's degree in Arts Administration from Boston University.

Awards

Award Awarding Organization Year
National Arts and Humanities Youth Program Award President's Committee on the Arts and the Humanities 2011
Excellence in Community Development Massachusetts Housing Development Corporation 2010
Preservation Achievement Award Boston Preservation Alliance 2010
Margaret Stewart Lindsay Award Social Innovation Forum 2008
Social Innovator Social Innovation Forum 2006

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 10
Number of Part Time Staff 3
Number of Volunteers 30
Number of Contract Staff 14
Staff Retention Rate % 100%

Staff Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 2
Caucasian: 17
Hispanic/Latino: 6
Native American/American Indian: 0
Other: 1
Other (if specified): Cape Verdean
Gender Female: 10
Male: 17
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? No
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan No
Business Continuity of Operations Plan No
Organization Policies And Procedures No
Nondiscrimination Policy Under Development
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 Mrs. Chrissy Holt
Board Chair Company Affiliation Commongood Careers
Board Chair Term Dec 2012 - Dec 2014
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Ms. Cristina Aspuru Radcliffe Institute of Advanced Study at Harvard University Voting
Mr. Doug Brenhouse Business Consultant Voting
Ms. Katia Canenguez Massachusetts General Hospital Voting
Ms. Sandy Downey FedEx Voting
Ms. Vanessa Fazio Mullen Advertising Voting
Mr. Adam Klein Callanan & Klein Communications, Inc. Voting
Mr. Steven Snyder East Boston Neighborhood Health Center 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: 6
Hispanic/Latino: 2
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 5
Male: 3
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits --
Board Meeting Attendance % --
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 90%
Constituency Includes Client Representation Yes

Standing Committees

  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Finance
  • Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Fiscal Year Apr 01, 2014 to Mar 31, 2015
Projected Income $1,213,286.00
Projected Expense $1,213,286.00
Form 990s

2014 990

2013 990

2012 990

2011 990

2010 990

2009 990

Audit Documents

2014 Audit

2013 Audit

2012 Audit

2011 Audit

2010 Audit

2009 Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2014 2013 2012
Total Revenue $1,001,015 $1,122,681 $1,164,127
Total Expenses $1,362,138 $1,282,477 $1,124,615

Prior Three Years Revenue Sources

Fiscal Year 2014 2013 2012
Foundation and
Corporation Contributions
$505,375 $593,585 $731,939
Government Contributions $44,994 $42,917 $48,264
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $44,994 $42,917 $48,264
Individual Contributions $71,110 $136,222 $60,491
Indirect Public Support -- -- --
Earned Revenue $174,465 $149,508 $110,431
Investment Income, Net of Losses $133,690 $126,287 $50,978
Membership Dues -- -- --
Special Events $43,696 $74,162 $85,399
Revenue In-Kind $27,685 -- --
Other -- -- $76,625

Prior Three Years Expense Allocations

Fiscal Year 2014 2013 2012
Program Expense $1,107,912 $1,049,237 $905,850
Administration Expense $163,402 $156,594 $173,296
Fundraising Expense $90,824 $76,646 $45,469
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.73 0.88 1.04
Program Expense/Total Expenses 81% 82% 81%
Fundraising Expense/Contributed Revenue 14% 9% 5%

Prior Three Years Assets and Liabilities

Fiscal Year 2014 2013 2012
Total Assets $6,408,661 $6,726,592 $6,903,280
Current Assets $760,171 $843,949 $885,387
Long-Term Liabilities $3,857,892 $3,857,892 $3,857,892
Current Liabilities $88,096 $44,904 $61,796
Total Net Assets $2,462,673 $2,823,796 $2,983,592

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 --
Percentage(If selected) --
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? --

Short Term Solvency

Fiscal Year 2014 2013 2012
Current Ratio: Current Assets/Current Liabilities 8.63 18.79 14.33

Long Term Solvency

Fiscal Year 2014 2013 2012
Long-term Liabilities/Total Assets 60% 57% 56%

CEO/Executive Director/Board Comments

In 2011 ZUMIX completed a five year $4.6 million capital campaign and moved into a beautiful, state-of-the-art, renovated firehouse. Financial statements from 2009 to 2011 include capital costs and are consolidated statements.
 
ZUMIX audits for 2009-2011 are complicated, as they are consolidated audits, include a capital campaign and New Market Tax Credits, and include three large multi-year grants. Please feel free to contact us if you would like more detailed information.
 
Our FY14 Audit shows an operating loss, and this is due to a few different factors. We received the last installment of a 3-year, $80,000 per year, grant in the last month of FY13 (March 2013) that was then expended in FY14 (April 2013 - March 2014). We spent $27K ($11K in assets and $16K in exp.) for facilities/equipment repairs/replacement that was released from our capital assets & replacement reserve. A private foundation denied a $75K grant in the last month of FY14 which we had tracked as "likely." We have also been proactively budgeting for depreciation. This money appears as an expense, but is actually put into a savings account. We are still in a healthy financial position, averaging 3 months of operating reserves in our account.

Foundation Comments

The financial summary data is per the audited financials, which are consolidated for ZUMIX and ZUMIX Firehouse Inc.

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?

--

2. What are your strategies for making this happen?

--

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

--

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

--

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

--