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Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

Mission StatementMORE »

The mission of MVES is to support the rights of elders and adults living with disabilities to live independently with dignity in a setting of their choice by providing them and caregivers with information, advice, and access to quality services and resources.

Mission Statement

The mission of MVES is to support the rights of elders and adults living with disabilities to live independently with dignity in a setting of their choice by providing them and caregivers with information, advice, and access to quality services and resources.

FinancialsMORE »

Fiscal Year July 01, 2017 to June 30, 2018
Projected Income $68,685,934.00
Projected Expense $68,885,934.00

ProgramsMORE »

  • MVES Community Mental Health Outreach Program
  • MVES Gap Endowment Fund
  • MVES Meals on Wheels Program
  • MVES Money Management Program
  • MVES Supportive Housing Food Pantries

Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

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


Overview

Mission Statement

The mission of MVES is to support the rights of elders and adults living with disabilities to live independently with dignity in a setting of their choice by providing them and caregivers with information, advice, and access to quality services and resources.

Background Statement

Mystic Valley Elder Services, Inc. (MVES) is a private, non-profit organization founded in 1975 serving metro-north suburbs of Boston including the eleven communities of Chelsea, Malden, Medford, Everett, Melrose, Stoneham, Reading, North Reading, Revere, Winthrop and Wakefield. Our mission is to support the right of elders and adults with disabilities to live independently with dignity in a setting of their own choice by providing information, advice, and access to quality services and resources. We are the state designated Aging Service Access Point (ASAP) and federally designated Area Agency on Aging (AAA) for this region with a $46,638,649 million annual budget for fiscal year 2016. MVES employs 270 staff, coordinates the efforts of over 500 volunteers and is governed by a 43 member community-based board of directors. We are one of the largest elder service access agencies in Massachusetts and serve an ethnically and socio-economically diverse population of elders, adults with disabilities and their caregivers. Our agency provides a full range of information, services and support. Examples of MVES in-home and community services include: 
-Information and Referral;
- In home assessment, advice, and care planning for elders, adults with disabilities and caregivers including but not limited to service procurement, coordination of care, respite care, and quality assurance activities;
-Money Management Program providing assistance with bill paying, budgeting, and managing personal finances;
-Homemaker, Personal Care, Heavy Cleaning, Laundry Services, Adult Day Care;
-Medical Transportation and regional transportation planning and coordination;
-Nutrition Services including home-delivered meals, congregate dining, clinical diet meals, nutrition education, and dietary management and supportive housing food pantries;
-SHINE (Serving the Health Insurance Needs of Everyone) providing unbiased information regarding health insurance options;
-Protective Services Department investigating reports of elder abuse and neglect, as well as self-neglecting elders, and coordinating services necessary to eliminate or remedy the effects of abuse.

Additional information about MVES can be found on our web site at www.mves.org.


Impact Statement

Mystic Valley Elder Services has been serving our community since 1975. We have a strong commitment to community-based care and to helping people stay safely in their homes for as long as they desire. If you want to stay independent...If you need support caring for an elder or disabled adult in your life...If you want information about services that can keep you healthy and safe...MVES is here to help. We serve people of all races, ethnicities, cultures and sexual orientations. Our staff can respond to calls in ten different languages and connect callers with critical, life-sustaining services. We provide care management and home care services to 6,000 older adults in our region each year. We deliver over 48,000  home delivered meals every month and serve 7,400 meals every month at senior dining sites across our region. We provide information, advice and referral services to over 1,000 people every month. We responded to 548 elder abuse calls in the past year. We operate 14 food pantries in our region where older adults can go to get nutritious fresh food and canned goods each month.
 
Each day, we bring critical, life-supporting care and resources to older adults, adults with disabilities, and caregivers in the Mystic Valley region. Some specific goals in the year ahead follow: expand our Options Counseling Program and work closely with area hospitals to make certain older adults and adults with disabilities can smoothly and safely be transitioned from hospital stays back home with services and support they need; enhance our ability to respond quickly during times of weather emergencies and other public safety emergency situations in our region; increase the overall meal quality and satisfaction with our meals on wheels program and continue to expand choice and options for people served through this program; work on improving access to transportation for older adults and adults with disabilites across our region.

Needs Statement

Mystic Valley Elder Services has been serving our community since 1975. We have a strong commitment to community-based care and to helping people stay safely in their homes for as long as they desire. Some of our most critical programs do not receive sufficient government funding. These programs include Meals on Wheels, Money Management Program, Mental Health Outreach Program, Options Counseling Program, Supportive Housing Food Pantries Program, the Elder Independence Fund and the MVES Gap Fund. Without private support from donors like you, some of these programs would be greatly scaled back or simply cease to exist. With your support, we can make a difference for vulnerable people in the Mystic Valley region.
 
Your gift of $100 will provide Meals on Wheels to an older adult for a month;
Your gift of $50 will provide two older adults with in-home mental health counseling support for a day;
Your gift of $200 will provide money management assistance to an older adult for a year;
Your gift of $25 will help us sustain the Elder Independence Fund which provides urgent assistance to elders in need.
Your gift of $1000 will bring us that much closer to our $1 million endowment goal for the MVES Gap Endowment Fund.

CEO Statement

More often than not, a telephone call to Mystic Valley Elder Services is the beginning of a partnership.
 
Our receptionist--not a computer--answers the phone. Our callers are immediately put in touch with a caring expert who listens very closely as they talk about their curent situation and what they need. And then our partnership begins.
 
We believe that people are people, not numbers. We believe that people know what they want and need. We believe that providing support, advice, and services to elders, adults with disabilities, and caregivers must happen within the context of an equal partnership. We may have expertise in many areas, but our clients are the experts on their own lives.
 
Every one of our partnerships is unique because every person's situation and needs are different. We don't believe in one-size-fits-all solutions when it comes to comfort, health, and independence. Instead, we believe in one-on-one conversations, explorations, and well-reasoned plans. Plans that frequently touch several different parts of our clients' lives, from housekeeping to meals, moving costs to help with managing finances, transportation to companionship. Plans that are as varied as the people in our communities.
 
Our one-on-one, tailored approach to home care solutions  means that we know our clients incredibly well. Which, in turn, means that they are with us in everything we do. Every decision we make as an agency is affected by how it will help Maria in Reading, George in Everett, Patrice in Malden, and so on. Our one-on-one relationships make us better as an agency. They make us more effective, more genuine, and more honest to our mission.
 
In just the same way, our donors are present with us always. At every home visit between a nurse and an elder, at every caregiver support meeting, with every home-delivered meal for an adult with a disability or an elder in the community, our donors are with us, making us stronger, more effective, and more accountable.
 
They--you--make this work possible.
 
One on one, one by one, we are improving the quality of our clients' lives. We are bringing critical, life-supporting care and resources to elders, adults with disabilities, and caregivers in the Mystic Valley region. And we do it because of you.
 
Thank you.

Board Chair Statement

Without your generosity, Mystic Valley Elder Services would not be able to fully support important efforts like the Elder Independence Fund, The Gap Fund, and the crucial Meals on Wheels program. We thank you for your past and future contributions that sustain our many programs and services in the Mystic Valley region. I want to assure you that the MVES Board of Directors is committed to making sure that your gifts will have the greatest impact possible and help elders and adults with disabilities remain safe and independent.
 
Even with the many challenges we face during these tough economic times, MVES remains a vibrant agency ready to assist all elders, adults with disabilities, and caregivers who call us seeking information, advice, and guidance. We know that we can offer something to every person who reaches out to us. We look forward to serving you, your family members, your friends, and neighbors. I am proud to serve our communities as MVES Board President. Together with your support, we can be proud of MVES' accomplishments. There is more to accomplish together. Please continue to join with me in supporting the good works of Mystic Valley Elder Services.
 
Thank you.

Geographic Area Served

Northeast Massachusetts Region
GREATER BOSTON REGION, MA

MVES serves residents of Chelsea, Everett, Malden, Medford, Melrose, North Reading, Reading, Revere, Stoneham, Wakefield and Winthrop. The MVES SHINE (Serving Health Insurance Needs of Everyone) Program serves twenty-one communities including: Chelsea, Danvers, Everett, Lynn, Lynnfield, Malden, Marblehead, Medford, Melrose, Middleton, Nahant, North Reading, Peabody, Reading, Revere, Salem, Saugus, Stoneham, Swampscott, Wakefield, and Winthrop.

Organization Categories

  1. Human Services - Senior Centers/Services
  2. Health Care - Home Health Care
  3. Food, Agriculture & Nutrition - Meals on Wheels

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

No

Programs

MVES Community Mental Health Outreach Program

The MVES Community Mental Health Outreach Program provides outreach, in-home care coordination, and in-home therapeutic treatment to older adults experiencing mental health and substance abuse problems. The program’s key goals include: increasing older adults’ access to mental health care through a program of home and community-based mental health counseling; providing direct care including diagnosis, prescription medication, and therapy; addressing challenges such as hoarding, depression, anxiety, adjustment to loss, substance abuse, and other psychiatric symptoms; and improving elders’ quality of life and emotional well-being.

Budget  $185,083.00
Category  Mental Health, Substance Abuse Programs, General/other Psychiatric Case Management
Population Served Elderly and/or Disabled At-Risk Populations People/Families with of People with Psychological Disabilities
Program Short-Term Success 

The MVES Community Mental Health Outreach Counselor screens over 240 elders each year and has an active case-load of approximately 215 older adults. Additionally, The MVES Community Mental Health Outreach Program has a waiting list for intensive in-home therapeutic treatment from a psychiatric clinician. Some elders need weekly therapeutic intervention and due to limited funding, can only receive treatment on a bi-weekly or once a month basis. Elders remain on a waiting list to receive in-home mental health therapy. Specific services and interventions provided include clinical care coordination and linkages to community resources, in home mental health therapy, in home medication evaluation and psychopharmacology, and other supports as needed to mentally ill older adults who need direct intervention in their homes.

Program Long-Term Success 

Mental health is a major concern for elders. Societal stigmas often prevent elders from seeking help for depression and many forms of anxiety. Other barriers to treatment include physical frailty, limited transportation options, and in some cases Agoraphobia. Certain older adults, who are reluctant to receive mental health care at a facility, are willing to receive home-based mental health intervention. As demonstrated through community demand, this program is clearly needed and has been successful in providing life sustaining in-home therapeutic services to treatment-resistant mentally ill elders.

The MVES Community Mental Health Outreach Counselor has been very successful in engaging treatment resistant elders. She provides intense support to the older adult that makes it possible for them to receive the treatment they need, initially in their home and eventually in an outpatient or inpatient mental health treatment setting.

 

Program Success Monitored By 

From MVES feedback, observations, and measurements it appears elders involved in the Community Mental Health Outreach Program routinely experience improvements in daily functioning and increased quality of life. Many participants in this program experience a reduction in psychiatric hospitalization while being actively followed and treated by this program. Without this outreach it is feasible that some of these elders may have required psychiatric hospitalization.  Elders served by the program self-report an increase in quality of life and improved functioning.  

Examples of Program Success 

Here are two stories of elders served by the MVES Community Mental Health Outreach Program:

 Joseph is a 75 year old who describes his life as “a flat tire unable to fill with air” and shares that his days “go in and out with the tide and waking up in the morning is very hard to do”. He feels that he must remain in his house for fear of falling due to spinal stenosis. He spent time in the hospital within the past year due to attempting suicide by taking too many prescription pills. He needs and benefits from the assistance of MVES Community Mental Health Outreach Counselor.

Margaret is a 77 year old female who is anxious and depressed. Her favorite son died unexpectantly a few years ago. She calls her sister and daughter almost every day crying. Margaret worries about her health. She has difficulty climbing the stairs to get in and out of her apartment. She feels isolated and alone. She needs our Mental Health Outreach case worker to help her adjust to losses she has experienced.

 


MVES Gap Endowment Fund

By supporting the MVES Gap Endowment Fund and our $5 million endowment campaign, you are ensuring that elders who are ineligible for state assistance are able to receive the life-supporting care they need. The Gap Fund is the only program of its kind in Massachusetts.

The vast majority of older people want to continue living in their own homes, in their own communities for as long as possible. Government funded programs provide home and community based care to poor and frail older adults. Wealthy older adults purchase the services they need to maintain their health and independence. But what happens when low- and moderate-income older adults need help? State eligibility guidelines have little room for nuance or context, so these elders get trapped in the gap—the gap between state assistance and the ability to pay for care themselves. 

Your gifts to the MVES Gap Endowment Fund are helping us build a lasting resource and safety net for elders who fall in the gap in our region.

Budget  $50,000.00
Category  Human Services, General/Other In-Home Assistance
Population Served Elderly and/or Disabled At-Risk Populations People/Families with of People with Disabilities
Program Short-Term Success 

MVES helps on average 30 older adults in our region every month through the Gap Fund who need home care and community services and who would otherwise go without these life-supporting services. These elders are often facing grave personal situations. Some may be at risk of hospitalization, homelessness, or personal harm if they are unable to get the home and community based care they need.

 

Program Long-Term Success 

By supporting the MVES Gap Endowment Fund and our $1 million endowment campaign, you are ensuring that elders who are ineligible for state assistance are able to receive the life-supporting care they need. The Gap Fund is the only program of its kind inMassachusetts.

Your gifts to the Gap Endowment Fund are helping us build a lasting resource and safety net for elders who fall in the gap in our region. Your donations will be invested to build a lasting endowment to meet present and future service needs of older adults who are ineligible for the State Home Care Program but desperately need our assistance in the communities of Everett, Malden, Medford, Melrose, North Reading, Reading, Stoneham and Wakefield.

Program Success Monitored By 

MVES is able to tap the MVES Gap Fund as a resource to provide home and community based services when no other resource exists. We are providing a safety net for older adults often teetering on the brink of potential institutionalization and its inherent costs. The success of the Gap Fund can be measured by each elder’s life story and what was happening before and after they received help. For example, one woman helped by the Gap Fund had been experiencing repeat hospitalizations related to infections. The Gap Fund provided support to pay for weekly personal care assistance and a bath chair. This support stabilized this woman’s life and ended the repeat hospitalizations.

Examples of Program Success 

Martha is 93-years-old. She lives paycheck to paycheck and struggles to maintain the costs of her home. She has “outlived” her savings and while she makes a few hundred dollars over the State Home Care eligibility guidelines, this money is quickly spent for heating oil and other household and prescription drug expenses. Martha had been in and out of the hospital repeatedly with urinary tract infections. The MVES options counselor quickly determined that Martha was unable to use her shower/bathtub. Through the Gap Fund, the MVES Options Counselor purchased Martha a grab bar and transfer bench so that she could use her shower/tub. Through the Gap Fund, Martha was able to receive personal care services and assistance with showering twice a week in addition to other home care services. Martha has not been hospitalized since receiving Gap Fund support. For approximately $300 in Gap Fund assistance each month, she is living safe and secure in her own home.


MVES Meals on Wheels Program

The MVES Meals on Wheels Program provides a nutritious meal each day to older adults and adults with disabilities in our region who are unable to prepare their own meals. Many of these individuals are home-bound and isolated and their only daily contact with another human being is their meals on wheels driver. This important program provides a sense of security and daily check-in as well as access to a basic need - a healthy and complete meal each day.
Budget  $6,000,000.00
Category  Food, Agriculture & Nutrition, General/Other Food
Population Served Elderly and/or Disabled At-Risk Populations Poor,Economically Disadvantaged,Indigent
Program Short-Term Success 

The MVES Meals on Wheels Program delivers 422,903 meals each year to elders and adults with disabilities across our region of Everett, Malden, Medford, Melrose, North Reading, Reading, Stoneham, and Wakefield. MVES also hosts group lunches at 15 dining sites across the region including eight area senior centers. This program makes certain that older adults and adults with disabilities in this region have access to a hot, nutritious meal each day.

Program Long-Term Success 

Preparing meals can be a difficult task for many older adults and adults with disabilities. Elders may live alone and their loved ones may work full time or live too far away to provide daily assistance with meals. The MVES Meals on Wheels Program addresses hunger and food insecurity among vulnerable, low-income older adults. Meals on Wheels participants receive a hot or cold lunch five days a week. Our Meals on Wheels drivers also serve as critical community contacts for participants who are largely isolated.

 

Program Success Monitored By 
MVES conducts annual written surveys of meals on wheels program recipients to get feedback on meals served. Additionally, meals on wheels program drivers provide daily feedback on meals to program managers, who in turn share this information with the program catering company. 95% of our recipients who responded to the survey shared that the overall quality of the meals was acceptable and 97% of respondents shared that they would recommend the MVES meals on wheels program to others.
Examples of Program Success 

Access to a regular source of nutritious food is important for everyone, and especially for those suffering from health issues such as diabetes, high blood pressure, and heart disease. The MVES Meals on Wheels program insures that all seniors have access to at least one healthy and complete meal every day. For many Meals on Wheels program participants, these meals are their only source of daily nutrition and help to reduce or alleviate the anxiety and health concerns hunger can cause. 


MVES Money Management Program

The MVES Money Management Program is a practical, economic solution that helps low-income elders with budgeting, paying routine bills, and keeping track of financial matters. Trained and insured volunteers are matched with local elders and visit them at least once a month to assist with opening the mail, writing checks for the elders to sign, developing and managing a budget and keeping financial paperwork organized. The program helps elders meet their financial obligations while remaining safe and independent in their own homes. 

MVES has maintained and expanded the Money Management Program through broad-based community support from local banks and foundations. This essential program has reached out to serve community-dwelling elders and assist them with bill paying services in the region since 1990. MVES Money Management Program participants typically live alone, are homebound, somewhat disabled or confused, and without supportive family or friends.

Budget  $80,000.00
Category  Human Services, General/Other Financial Counseling
Population Served Elderly and/or Disabled At-Risk Populations Victims
Program Short-Term Success 

Volunteer and client participation continues to steadily increase each year. In 2011, 71 volunteers are assisting 71 elders.The program has nearly doubled in size over the past five years. The goal of the Money Management Program is to provide timely, quality support to older adults in the MVES region who need assistance with financial management so that they may remain independent in the community. Our objectives are to increase the number of older adults served through the MVES Money Management Program to 80; maintain the number of trained and insured volunteers in the MVES Money Management Program to at least 70 or higher; and to continue the high quality of money management services provided to MVES Money Management Program participants as measured through a client satisfaction survey.

MVES must privately raise funds to support over 50% of the costs of this program each year. Your support will make a difference for older adults who need assistance in managing their finances.

Program Long-Term Success 

MVES’ Money Management Program is a success because of its dedicated and trained volunteers. Volunteers visit the home of the elders to help with basic financial tasks like sorting mail, writing checks to pay bills, and balancing checkbooks. 

The program is managed by MVES’ Money Management Program Director. Additionally, an Advisory Council, comprised of representatives from the local community, and banking, legal aid, and social service professionals, provides technical support, program strategy, and guidance, while helping to ensure the integrity of the program. MVES continues to actively pursue funds to support program expenses. With limited financial resources to support the costs of this essential program, MVES must turn to the community to seek support.

Program Success Monitored By 

MVES implements a Money Management Program client survey each year to ensure that the participating elders are satisfied with the program and to provide the elders an opportunity to offer feedback. The most recent survey was conducted in October 2010. Fifty-nine of the 71 clients being served in October 2010 participated. Survey results show a very high satisfaction rate.

 ·100% of elders said that their Money Management volunteer is courteous and dependable
· 98% expressed that they are getting the help they need from the Money Management Program
·98% expressed that they feel that their money is being managed well
·100% look forward to a visit from their Money Management volunteer
 
During the survey, one elder remarked “thank goodness I got involved with the program.” Another elder said that her volunteer was a “my favorite person – lovely friend now.” One elder said “I feel privileged to have the help.”

 

Examples of Program Success 

Ms. H is in her early 80’s and when she became involved in the Money Management Program 6 months ago, her financial situation was grim. When MVES’ Money Management Program Manager, arrived at her home, she handed him her bank statement and commented “I have a big problem”. On review the Program Manager found that she had hundreds of dollars in overdraft charges from her national financial institute.  Ms. H had no money for rent, in addition her utilities and cell phone were in jeopardy of being turned off. The Program Manager was able to get Ms. H funds from MVES’ Elder Independence Fund in order to help her begin to get her finances in order. The Program Manager matched Ms. H up with a money management program volunteer to assist her in paying her bills and getting her financial matters in order. Ms. H looks forward to the visits from her volunteer, and together they have been able to put her in the best financial situation she has been in for quite some time. 


MVES Supportive Housing Food Pantries

The goal of the MVES Supportive Housing Food Pantries is to provide on-site, monthly food pantries that offer free groceries to low-income and disabled adults living in 13 MVES’ supportive housing sites, and at the Medford Senior Center. By bringing food pantries onsite each month at Supportive Housing buildings, concentrations of elders that need the food are able to easily access this nutritious food. The often insurmountable barrier of transportation to community food pantry locations has been removed for frail, disabled elders. Vulnerable people who need food assistance can benefit from food resources available in their community. Since 2006, MVES and Bread of Life (BOL) Food Pantry of Malden have collaborated to provide this program and help low-income elders living in supportive housing access no-cost groceries.
Budget  $42,000.00
Category  Food, Agriculture & Nutrition, General/Other Hunger Action
Population Served Elderly and/or Disabled Poor,Economically Disadvantaged,Indigent At-Risk Populations
Program Short-Term Success 

The MVES Supportive Housing Food Pantries reach on average 630 older adults each month providing a bag of nutritious groceries and assorted fresh produce. This program is providing 7,560 bags of groceries a year at a cost of $5.60 per elder served per year. The impact made by this cost effective program is tremendous and at a fraction of the costs that would be incurred if each of these elders served had to find ways to be transported to grocery stores or have a paid companion do grocery shopping on their behalf. The program is currently operating in supportive housing locations in Everett, Malden, Melrose and Wakefield. With additional funding support, there is interest in expanding this program to more locations across the Mystic Valley Region.

 

Program Long-Term Success 
Vulnerable people who need food assistance can benefit from food resources available in their community. Since 2006, MVES and Bread of Life (BOL) Food Pantry of Malden have collaborated to provide this program and help low-income elders living in supportive housing access no-cost groceries. 

MVES and Bread of Life staff and site volunteers work together to select and order appropriate foods from the Greater Boston Food Bank and other appropriate food wholesalers once per month. Bread of Life staff deliver the food to the supportive housing sites. MVES nutrition department staff, and volunteers supervise the distribution and delivery of food orders to elders’ apartments at each of these sites.

 

 

Program Success Monitored By 

Elders served by the MVES Supportive Housing Food Pantries are surveyed annually. Results of the survey have found that Ninety percent of elders surveyed said that the food pantry has helped them eat more nutritiously and that attending the food pantry has helped them take better care of their overall health. On this survey 65% of clients of the food pantry have also noted that the availability of free food, at their place of residence enables them to stretch their monthly household budget to pay other essential bills.

Examples of Program Success 

For many low-income adults with disabilities, access to affordable food is difficult. Transportation to a store or pantry is challenging and shopping for and unloading the food is physically demanding and sometimes impossible. With the increasing costs of food and medications, combined with other household expenses, many elders face difficult choices in trying to make ends meet. Providing access to no-cost food can help improve the health of community elders. The program is open to all residents of these supportive housing sites. The majority of people who participate in this program are low-income elders with disabilities.

Some of the typical food pantry items that are made available to elders include box cereal, salad fixings, potatoes, assorted canned fruit, peas, carrots, assorted types of beans, soup, tuna fish, rice, macaroni, bread, pasta and sauce, shelf stable milk, peanut butter, and toothpaste. Fresh food including fruits and vegetables are provided during some months.

 


CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Mr. Daniel J. O'Leary
CEO Term Start Jan 1998
CEO Email [email protected]
CEO Experience

Daniel J. O’Leary is the Executive Director of Mystic Valley Elder Services, Inc., a state designated Aging Services Access Point (ASAP) and a federally designated Area Agency on Aging (AAA). MVES has a staff of 300 supplemented by 400 active volunteers. The agency’s has an annual operating budget of $50+ million. MVES’ mission is to support the right of elders and adults with disabilities to live independently with dignity in a setting of their own choice by providing information, advice, and access to quality services and resources. 

From 1992 to 1997, Dan served as the Executive Director of the Alzheimer’s Association, Massachusetts Chapter, one of the largest and most active chapters of the national Alzheimer’s Association. He has held a variety of senior-level positions in the Massachusetts aging network since 1975. 

Dan received his MA from the University of Florida and a BA from the University of New Hampshire. Among his many professional activities, he was appointed to the Governor’s Special Commission of Long Term Care Services in Massachusetts, is the current President of the Massachusetts Home Care Association, was a former Board committee member of the national Alzheimer’s Association, and served as President of Lifetime Care Solutions, Inc. 

Dan is an adjunct faculty member of the Gerontology department at the University of Massachusetts Boston. He teaches Human Resources and Personnel Management in the graduate level Aging Services Management Program at UMB.


 

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

Former CEOs and Terms

Name Start End
Ms. Marsha Webster June 1992 Oct 1997
Mr. Daniel J. O'Leary Apr 1983 June 1992

Senior Staff

Name Title Experience/Biography
Ms. Jackie Bird Director of Marketing and Communications --
Ms. Sandra Fall Director of Quality Improvement

Twenty-seven years working in elder services in various capacities, including Care Manager, Supervisor, Director of Client Services and Quality Improvement Director. Bachelor of Science in Health Education and Psychology.

Ms. Angie Fitzgerald Director of Nutrition Programs

Twenty-eight years of experience working in the food service industry, with twenty-two years at the management level. Nine years at MVES in a supervisory role in the nutrition department and has been The Director of Nutrition for the past fourteen months. She has a Bachelor of Arts Degree in Hospitality Management.

Mr. Sean Hubacz Director of Finance
19 years experience overseeing financial operations for elder services/home health care agencies in Massachusetts. Eleven years as Director of Finance for Mystic Valley Elder Services. Bachelor of Science in Accounting.
Ms. Melissa Milione Director of Human Resources --
Ms. Vida Poole Director of Community Programs
30 years experience in volunteer and community service program management with 9 years experience at Mystic Valley Elder Services responsible for developing and expanding the agency's community programs, assessing and planning for community needs as Director of Community Programs and Planner. Bachelor of Arts, American University.
Mr. Joe Quirk Director Special Programs --
Ms. Joanne Solazzo Director of Client Services
Twenty-six years experience working in elder services, adult protective services and home care for elders and adults with disabilities. Twenty-one years as Director of Client Services for Mystic Valley Elder Services. Additional experience in counseling and education. Master of Arts in Education and Counseling.
Ms. Jenny Vanasse Director of Development
Twenty-four years working in elder services and home care with focus on grants, needs assessment, program development and fundraising. Eleven years as Director of Development for Mystic Valley Elder Services. Master of Arts in  Social Work with minor in Gerontology.

Awards

Award Awarding Organization Year
Globe 100 Top Places to Work Boston Globe 2015
Globe 100 Top Places to Work Boston Globe 2012
Globe 100 Top Places to Work Boston Globe 2011
Globe 100 Top Places to Work Boston Globe 2010
Breastfeeding-Friendly Employer Award Massachusetts Breastfeeding Coalition 2009
Globe 100 Top Places to Work Boston Globe 2008

Affiliations

Affiliation Year
Lifetime Care Solutions 2012
Mass Association of Older Americans 2012
Massachusetts Association of Home Care and Area Agencies on Aging 2012
Massachusetts Gerontology Association 2012
Massachusetts Senior Action Council 2012
Meals on Wheels Association of America 2012
National Association of Area Agencies on Aging 2012
Retired and Senior Volunteer Programs 2012
Member of state association of nonprofits? Yes
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- 2014
-- --
-- --

Collaborations

MVES has and continues to be an active participant with area organizations whose missions are compatible with MVES' mission of assisting elders, caregivers and adults with disabilities to remain independent in the community for as long as possible. For example, MVES works with community action agencies (CAP) on fuel assistance and weatherization issues; area hospital systems on discharge planning, care coordination, and options counseling; Councils on Aging and municipal leaders to identify and serve elders and caregivers in a coordinated fashion including public safety officials on disaster preparedness and elder abuse and prevention efforts, community and institutional mental health providers, long term care facilities for short term respite care and discharge planning, housing authorities both public and private to create and manage supportive living programs; over 70 contracted provider agencies that deliver services such as homemaker/personal care services,  home health agencies, transportation companies, laundry and chore services, adult day health providers, companion services, medication management services and more. MVES partners with Bread of Life, Malden to provide 14 food pantries in the region. MVES has been involved with local coalitions designed to improve the general health and well being of area residents such as Medford Health Matters, Healthy Malden, Everett Community Health Improvement Partnership, and Northeast Area Providers' Council. MVES is part of Lifetime Partners, a collaborative effort with our sister organizations across the northeast region of Massachusetts to work together to provide exceptional service to older adults and adults with disabilities throughout the region.

CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 225
Number of Part Time Staff 75
Number of Volunteers 500
Number of Contract Staff 0
Staff Retention Rate % 96%

Staff Demographics

Ethnicity African American/Black: 8
Asian American/Pacific Islander: 7
Caucasian: 155
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 128
Male: 43
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers N/A
Management Succession Plan Yes
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 Yes
State Charitable Solicitations Permit Yes
State Registration Exempt

Risk Management Provisions

Commercial General Liability
Crime Coverage
General Property Coverage and Professional Liability
Umbrella or Excess Insurance
Workers Compensation and Employers' Liability

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. Mary S Prenney
Board Chair Company Affiliation Retired
Board Chair Term Sept 2017 - Aug 2019
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. George Ahlin Retired Voting
Mr. Allan I Alpert City of Chelsea Voting
Ms. Kathleen Beaulieu The Savings Bank Voting
Ms. Jeanne L. Benoit Retired Voting
Ms. Jane Burns Town of Reading Voting
Ms. Maureen Canova Stoneham Council on Aging Voting
Ms. Janice Casoli Banker Voting
Dr. Salvatore DeLuca Retired Voting
Ms. Kathryn L. Dixon Winthrop Senior Center Voting
Ms. Janice Donatelli Retired Voting
Ms. Christine F. Falzarano Eagle Bank Voting
Ms. Lucille Ferragamo Retired Voting
Mr. William Hecht Sr. Retired Voting
Ms. Janice T. Houghton StonehamBank Voting
Mr. William Keefe Century Bank Voting
Dr. David Kelley Retired Voting
Ms. Pamela L. Kelly Medford Senior Center Voting
Mr. Joseph F. Lawless Retired Voting
Ms. Carolyn E. Lightburn Everett Council on Aging Voting
Ms. Carol L. Mahoney Banker Voting
Ms. Dorothy Martin-Long Retired Voting
Ms. Michele Mawn Community Volunteer Voting
Ms. Evelyn Morris Retired Voting
Mr. Jon E. Norton Retired Voting
Ms. Tracy Nowicki City of Chelsea Voting
Mr. James Oosterman Melrose Cooperative Bank Voting
Mr. Neil Osborne Attorney Voting
Ms. Cindy Chu Young Porter State Department of Workforce Development Voting
Ms. Mary S. Prenney North Reading Council on Aging Voting
Ms. Joanne Puopolo Community Volunteer Voting
Mr. Charles Randall Retired Voting
Ms. Karen Rose Medford Council on Aging Voting
Ms. Virginia Ruane Retired Voting
Ms. Mary Sexton Century 21 Sexton Real Estate Melrose Voting
Mr. Brian Snell Attorney at Law Voting
Ms. Dorothy Elizabeth Tucker Retired Voting
Ms. Carol A. Tye Retired Voting
Mr. Joseph Veno Retired Voting
Ms. Judy Whatley Retired Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
Dr. Alfred Donatelli former family caregiver Voting
Ms. Mary Edwards Retired Voting
Mr. Michael E. Festa AARP Voting
Mrs. Elizabeth A. Hart Tailored for Success, Inc. Voting
Ms. Mei Hung Chinese Culture Connection Voting
Ms. Sylena Keeping RN Hallmark Health VNA & Hospice Voting
Ms. Gloria Mastro Retired/Council on Aging Board Voting
Ms. Ida Reppucci Everett Council on Aging Voting
Ms. Karen Rose Medford Council on Aging Voting

Board Demographics

Ethnicity African American/Black: 3
Asian American/Pacific Islander: 1
Caucasian: 37
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 27
Male: 14
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 0
Board Meeting Attendance % 78%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 20%
Constituency Includes Client Representation Yes

Standing Committees

  • --
  • Advisory Board / Advisory Council
  • By-laws
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Nominating
  • Personnel
  • Program / Program Planning

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year July 01, 2017 to June 30, 2018
Projected Income $68,685,934.00
Projected Expense $68,885,934.00
Form 990s

2015 990

2014 990

2013 990

2012 990

2011 990

2010 990

2009 990

2008 990

Audit Documents

2015 Audit

2014 Audit

2013 Audit

2012 Audit

2011 Audit

2010 Audit

2009 Audit

2008 Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $44,142,816 $35,921,739 $33,466,187
Total Expenses $41,683,165 $35,415,156 $31,957,178

Prior Three Years Revenue Sources

Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
-- -- --
Government Contributions $37,444,135 $32,230,965 $28,620,255
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $37,444,135 $32,230,965 $28,620,255
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue $817,720 $809,769 $704,534
Investment Income, Net of Losses $46,266 $11,934 $9,151
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other $5,834,695 $2,869,071 $4,132,247

Prior Three Years Expense Allocations

Fiscal Year 2015 2014 2013
Program Expense $39,788,714 $33,781,288 $30,365,092
Administration Expense $1,778,247 $1,600,748 $1,513,090
Fundraising Expense $116,204 $33,120 $78,996
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.06 1.01 1.05
Program Expense/Total Expenses 95% 95% 95%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Fiscal Year 2015 2014 2013
Total Assets $13,246,623 $10,149,224 $8,293,539
Current Assets $12,967,594 $9,812,834 $8,018,805
Long-Term Liabilities -- -- $0
Current Liabilities $6,117,019 $5,479,271 $4,130,169
Total Net Assets $7,129,604 $4,669,953 $4,163,370

Prior Three Years Top Three Funding Sources

Fiscal Year 2015 2014 2013
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value $5,000,000.00
Spending Policy Income Only
Percentage(If selected) --
Credit Line Yes
Reserve Fund Yes
How many months does reserve cover? --

Capital Campaign

Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose To establish the MVES Gap Fund, an endowment fund to provide home care and community based services to older adults who fall in service gaps.
Campaign Goal $6,000,000.00
Capital Campaign Dates May 2005 - May 2018
Capital Campaign Raised-to-Date Amount $5,000,000.00
Capital Campaign Anticipated in Next 5 Years? No

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 2.12 1.79 1.94

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments

--

Foundation Comments

Financial summary data in the charts and graphs above 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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