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Eastern Orthodox Management Corp

 300 Barber Avenue
 Worcester, MA 01606
[P] (508) 8521000 x 205
[F] (508) 8541622
WWW.HTNR.NET
[email protected]
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INCORPORATED: 1994
 Printable Profile (Summary / Full)
EIN 04-3041438

LAST UPDATED: 02/02/2015
Organization DBA Holy Trinity Nursing and Rehabilitation Center
Holy Trinity Hospice
Ichabod Washburn Hospice Residence
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

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Mission StatementMORE »

The Eastern Orthodox Management Corporation (EOMC) is committed to assisting individuals to experience life fully with purpose and dignity by providing a broad range of social and health-related services in a framework of high quality care and Christian love.

Mission Statement

The Eastern Orthodox Management Corporation (EOMC) is committed to assisting individuals to experience life fully with purpose and dignity by providing a broad range of social and health-related services in a framework of high quality care and Christian love.

FinancialsMORE »

Fiscal Year Jan 01, 2012 to Dec 31, 2012
Projected Income $13,946,486.00
Projected Expense $14,022,416.00

ProgramsMORE »

  • Holy Trinity Hospice
  • Holy Trinity Nursing & Rehabilitation Center
  • Ichabod Washburn Hospice Residence

Revenue vs. Expense ($000s)

Expense Breakdown 2010 (%)

Expense Breakdown 2009 (%)

Expense Breakdown 2008 (%)

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


Overview

Mission Statement

The Eastern Orthodox Management Corporation (EOMC) is committed to assisting individuals to experience life fully with purpose and dignity by providing a broad range of social and health-related services in a framework of high quality care and Christian love.

Background Statement

The Eastern Orthodox Management Corporation (EOMC) was formed by the Council of Eastern Orthodox Churches (CEOC) in 1989 for the purpose of providing care of the elderly and infirm in a manner consistent with ecumenical Christian values, in service to people of all faiths. The CEOC is a cooperative organization of twelve proximally located Eastern Orthodox parishes within Central Massachusetts, from five jurisdictions. The decision by the CEOC to undertake the establishment of Holy Trinity Nursing and Rehabilitation Center (HTNRC) is without precedent in the history of Orthodox Churches in America. Its successful implementation marks a significant and historic event in the history of Orthodoxy in America, as it represents the first time that Orthodox Christians from various ethnic dioceses have come together in faith and love to undertake a project of this magnitude and scope. There is no other pan-Orthodox nursing home in the world, and HTNRC is held as the example of a very successful cooperative venture. In 1994, the EOMC opened Holy Trinity Nursing and Rehabilitation Center, a 113 bed skilled nursing facility in Worcester, MA. Orthodox Christian residents and their families served by Holy Trinity find an atmosphere which follows the calendar and practices of the Orthodox Church, including a regular schedule of Divine Liturgy services celebrated from the Chapel, located on the premises. Weekly Divine Liturgy service, and special services relating to feast days and holy days, are conducted by the Clergy of the CEOC parishes. Through an active and committed Volunteer Corp and the regular presence of Clergy, our residents and patients are connected to the Orthodox Christian community of the local area. In order to more fully meet the needs of our residents and the community, HTNRC has expanded its service package to include post-acute transitional care, with specialties in skilled nursing and rehabilitation services. HTNRC continues to hold the reputation as one of the premier skilled nursing facilities in Central Massachusetts. In recognition that independent skilled nursing facilities that are not part of a system or other organizational framework are gradually becoming obsolete, the EOMC began the process of expanding its programs several years ago. In 2006, therefore, the EOMC established a second entity, Holy Trinity Hospice, to further fulfill the original charitable mission of the organization. Holy Trinity Hospice is a licensed provider of the Medicare Hospice Benefit, servicing individuals who qualify in their homes, including HTNRC, within the central Massachusetts region. This program has augmented the remaining life of those who have been served, helping them to die with dignity. In 2008, the EOMC successfully competed and was selected to receive the considerable assets of another local non-profit organization through a merger. Our commitments as a condition of the merger included permanently restricting the principal on the trust funds received as an endowment fund governed by an investment policy, and only spending the interest the fund generates. The earnings each year, however, will be used to support new programs and services the new merged organization would create. As a result of our vision, the EOMC became the surviving corporation in 2009, and began the process of developing and implementing a continuum of care, while concurrently conducting a Board-driven Strategic Planning process. It is anticipated that the Strategic Plan adopted by the Board of Directors in March 2010 will take approximately five years to implement. At that point, the planning process will be re-conducted, commencing with a re-evaluation of the organizations existing strengths, weaknesses, opportunities and threats, as was done in the 2009 process. The first post-merger project embraced by our organization was to renovate the structure received through the merger as a Hospice Residence, which further fulfills the mission of the EOMC. The Ichabod Washburn Hospice Residence opened in April 2011. Subsequently, the EOMC will work on the development of a non-medical home care program, and other new initiatives, to meet the needs of community-based individuals.

Impact Statement

Accomplishments: Most significant is the $2 Million renovation and opening of the Victorian edifice we own into a 19 bed Hospice Residence, and the dedication of same to the benefactor and founder of the organization who originated the Home for Aged Women at that location in 1869. This residence is called the Ichabod Washburn Hospice Residence. Our own Hospice program began providing hospice services to those enrolled in the residence as well. In addition, Holy Trinity Nursing and Rehabilitation Center received the American Medical Director Association Foundation’s annual Quality Improvement award for our decentralized meal delivery service, which affects our 113 residents three times per day. Finally, through the acquisition of several grants, we were able to convert two of our three resident whirlpool tub rooms into therapeutic bathing spas, in further implementation of our “Resident-centered” care programs. Goals: Generate a surplus from non-nursing home operations to further subsidize the nursing facility’s budgeted deficit & mission. Attain higher occupancy at the Hospice Residence to cover operating expenses, and to allow for continued expansion of this aspect of our mission. Engage other hospice providers in utilizing the hospice residence and improve general market awareness. Develop and open another service line along the “continuum of care”, per our Strategic Plan, which allows for increased financial stability, and further develops a program cross-feeder system. Complete planned organizational restructuring necessitated by system growth, the need to further protect of the organization’s assets, and refinancing of long term debt with HUD. Apply for and complete the refinancing project, which will result in savings of approximately $120,000. Create a governance, operational and management infrastructure which both supports and sustains future growth through the inclusion of greater technology, personnel talent, and board education and development.

Needs Statement

Increase the number of individuals in our donor base who actually pledge, contribute, volunteer and support our organization through our Philanthropy and Community Relations efforts; Increase our overall community awareness of our mission, general market demand, and organizational competitiveness for all programs and services, resulting in increased utilization, by expanding our “continuum of care” as articulated in our Strategic Plan; Improve our “Technology infrastructure” to support current customer demands, industry trends, and progressive, proactive, innovative provider operations, such as WiFi ($10,000); Electronic Health Records ($60,000), “TeleMD/eMed”, and physical plant renovations, which will be increasingly important with impending changes in health care delivery systems we operate in; Improved Board awareness and education regarding health care system challenges, best practices, and strategic planning priorities, and gain greater Board governance acumen and function as a result; Restructure the corporation for continued growth by creating a parent and subsidiary corps, and reassign administration and management functions of the organization by creating a separate corporate CEO, and a separate nursing home administrator; reorganize management functions pursuant.

CEO Statement

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Board Chair Statement

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Geographic Area Served

CENTRAL REGION, MA

The Eastern Orthodox Management Corp serves primarily Worcester and Worcester County, as well as reaching out throughout Central Massachusetts.

Organization Categories

  1. Health Care - Health Care NEC
  2. -
  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

Holy Trinity Hospice

Holy Trinity Hospice: HTH is a licensed Medicare and Medicaid Hospice provider which provides the full range of hospice program services to a very specific qualifying population at the end of life from terminal illness. Consistent with Hospice parameters, patients enrolled in HTH receive a range of services, including nursing, social services, physician, spiritual counseling, volunteer support, and family support and bereavement counseling through a team of licensed medical professionals. Our care team develops a care plan consistent with the individual’s goals for end of life care, and remains responsible for coordinating the plan of care, regardless of whether the patient resides in their own home, a relative’s home, a skilled facility, rest home, hospice residence, or any other setting called “home” at this point in life. A key component is the utilization of volunteers, who provided expanded opportunities for support to individuals and families at a time when they need it most.
Budget  $862,672.00
Category  Health Care, General/Other
Population Served General/Unspecified
Program Short-Term Success 
see above   
Program Long-Term Success 
see above
Program Success Monitored By 
see above
Examples of Program Success 
see above

Holy Trinity Nursing & Rehabilitation Center

Holy Trinity Nursing and Rehabilitation Center: HTNRC is a Medicare and Medicaid licensed skilled nursing facility offering a range of services including nursing, dietary, rehabilitative therapies, social services, and custodial care services in a 24 hour setting. Our resident population includes individuals who seek long term care services for an indefinite period; a short-term, transitional, post-acute care population who seeks recuperative care through skilled nursing and rehab therapies; end of life patients receiving hospice care who seek assistance in a compassionate setting; and short stay respite services for families in need of such. We admit and discharge over 300 people per year, and over half of our discharges are to an individual’s own home. We employ a professional staff and utilize a “resident-centered” care model for the delivery of our individualized plans of care. We connect to our sponsoring community through the support of volunteers, students, and our Directors.
Budget  $11,573,000.00
Category  Health Care, General/Other
Population Served Elderly and/or Disabled Elderly and/or Disabled
Program Short-Term Success 
see above
Program Long-Term Success 
see above   
Program Success Monitored By 
see above
Examples of Program Success 
see above

Ichabod Washburn Hospice Residence

Ichabod Washburn Hospice Residence: IWHR is a 19 bed hospice residence serving the population of Hospice enrolled patients who are unable to remain in their own or family’s home to receive their end of life care. The residence provides patients with an alternative to skilled facility or other institutional care setting by providing custodial care in a non-medical environment. IWHR presently occupies a renovated, Victorian-era edifice that has been both restored to its original grandeur, and refurbished to include features considered necessary and contemporary for modern-day consumers seeking amenities. Operating with a unique program model, the IWHR allows outside hospice providers to continue to follow their hospice patients, by extending privileges to other, non-Holy Trinity Hospice providers versus utilizing an “exclusive” practice model which is commonly done. Volunteerism is an essential program feature, and family member involvement, including overnight stays, is encouraged.
Budget  $966,156.00
Category  Health Care, General/Other
Population Served General/Unspecified
Program Short-Term Success 
see above
Program Long-Term Success 
see above
Program Success Monitored By 
see above
Examples of Program Success 
see above   

CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Ms. Karen M. Laganelli M.H.A.
CEO Term Start Aug 1995
CEO Email [email protected]
CEO Experience Karen M. Laganelli, M.H.A. has been the Executive Director of the Eastern Orthodox Management Corp since 1995. Under her leadership, the organization has grown from a single-entity, not-for-profit skilled nursing facility specializing in long term care, to a small “system” which presently includes a post-acute medical and rehabilitation program, a licensed and Medicare-Certified hospice, a residential Hospice program, and a reengineered philanthropy and development office. Karen holds a Master’s degree in Healthcare Administration from Clark University/UMass Medical Center, has been a licensed nursing home administrator for over 20 years, and has over 32 years of experience in long term care and community-based services. She has extensive experience in not-for-profit organizations, having worked previously for 14 years at the Jewish Home for Aged of Worcester. Her background includes the operations of an adult day health program, the opening of an Alzheimer’s/Dementia special care unit under a state demonstration, and tenure as an assistant executive director. She has served on numerous industry boards and committees, presents regularly at state-wide conferences, and guest-lectures in financial management at Clark University. Additionally, she has extensive experience in not-for-profit management, the Board-Executive relationship, working with a non-profit Board of Directors, and defining the role of governance in a non-profit organization.
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
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Senior Staff

Name Title Experience/Biography
Susan Benoit Director of Nursing Services I first started my nursing career working in hospitals as a Licensed Practical Nurse on the medical/surgical care unit. I went to work in long term care when my children were young. I went back to school and became a Registered Nurse. I have held many position over the years having worked as a Staff Nurse, Charge Nurse, Nurse Manager, Supervisor, Assistant Director and Director of Nursing Services. I have been involved in the opening of new facilities. I have been a nurse for over 40 years and find there is still so much to learn. My passion has always been working with the geriatric population. I can still recall my first geriatric resident. I felt I was able to make a difference in her life. Today there are so many challenges to face but with that there are also so many opportunities to be able to make a difference in the lives of the elderly. I find nursing to be a very rewarding career and I am grateful to have had the privilege to care for the geriatric residents the past 35years.
Sharon Blaine Sub Acute Program Manager Sharon Blaine RN Sub Acute Program Manager: I have 28 years of Nursing experience. I have had most of my experience in Long Term Care. I have held different positions thru out my career in Nursing. I have training in IV therapy and I am certified to put in Midlines. My position prior to starting at Holy Trinity was as Assistant Director of Nursing and I had the responsibility of Wound care nurse and Infection control nurse. This position I held for 10 years.
Dianne Buckley Director of Food Services Dianne Buckley has been the Director of Dietary Services at Holy Trinity since 1995 and in long-term care for over 22 years. She earned a Bachelor Degree in Food Service Management from Johnson & Wales University. She serves on the Culinary Advisory Board of Salter College and was President of the former MA Healthcare Food Service Administrators. Dianne has led the planning and implementation of Holy Trinity’s award winning Resident Centered Dining Services Program.
Joan Cusson Director of Business Development Joan E. Cusson has been in healthcare for over 30 years. She is a Speech/Language Pathologist, and was the Director of Operations for the Northeast Region of NovaCare, a nationwide company that provided rehabilitation services to skilled nursing homes. Joan has an extensive background in healthcare marketing, working for the Polaris Group, then forming her own company, SeniorNET Marketing Associates, where she consulted with all levels of senior housing nationwide to improve their market presence, reputation, and/or census development. Joan has been a member of the EOMC management team since 2000, first as the Director of Marketing and Development, then as the Director of Business Development. She assisted with the formation of Holy Trinity Hospice, and oversaw the renovations and program development for the Ichabod Washburn Hospice Residence.
Martha Douty-Perez Director of Social Services Martha Douty-Perez, MSW, LCSW, Director of Social Services, I have been working as director of the department since April of 2011. I graduated with my Masters in Social Work with a concentration in Community Organizing, Policy, Planning, Administration from Boston College in 2003. I graduated with my Bachelors in Social Work from Regis College in 2001. I enjoy working with elders and their families and feel that I am an advocate for others and look to find the strength in people. I am a voice for those that can not speak for themselves
Pauline Fleury Staff Development Coordinator I have been a nurse for 43 years. I graduated from David Hale Fanning School of Practical Nursing. I spent the first part of my career working in acute care hospitals and acute rehab working as a primary care nurse and then went into long term care in 1990 at a neurobehavioral facility.It was there that I took care of young adult head trauma/Neurological disease patients. I began there as a med/treatment/preceptor nurse and then was promoted to the Staff Development where I did Nurse Aide Training/American Red Cross CPR Instructor/Crisis Prevention Institute Training Instructor (Behavior Training) and Quality Improvement Training. It was there that I was mentored to the Staff Development Dept by the Director and upon her leaving the facility, I was appointed the Staff Development Director.I was responsible for employee health and the training and orientation of all employees. During my tenure at the neuro rehab facility, I was one of the first LPN's to take the first ever certification exam for LPNs in long term care. I taught a Head Trauma Prevention Program at the Worcester Public Schools for K thru 8 as well. During this time I also was a volunteer member of the Board of Registration in Nursing for the long term care division. I held this seat also when I started at Holy Trinity. Here at Holy Trinity I am responsible for the training and orientation of new staff, employee health, infection prevention and quality improvement coordinator. In my role as quality improvement coordinator I also interact with external as well as internal quality initiatives. IMPACT and INTERACT are 2 examples. I do training at the Ed Center through the Intercare Alliance
Cherie Lavoie Assistant Director of Nursing Cherie Lavoie, RN, ADNS, WCC I have been in the long term care field for the past 19years. I began my career as a CNA in 1993. I went back to school and obtained my LPN license from Worcester Technical Institute in 1996. I then returned to school for my RN license and graduated first in my class with my associate’s degree in nursing from Becker College receiving several awards that included academic and clinical excellence . I am currently pursuing my bachelor degree in nursing at Anna Maria College . I have held many positions in the long term care setting ranging from staff nurse to nursing supervisor and currently hold the position of assistant director of nursing. In addition to my long term care experience I also have worked in the hospital setting on a telemetry med/surg floor. I recently obtained my wound care certification in 2012.
Irina Loven Director of Rehabilitation Services Irina Loven, MS., OTR/L Education: B.S. in Occupational Therapy, minor in Psychology from Worcester State University, M.S. in Advanced Practice Occupational Therapy from Bay Path College, Longmeadow, MA. Experience: 15 years as an Occupational Therapist (6 years as a manager of Rehabilitation Department). Experienced in conducting functional evaluations and implementing appropriate treatment programs as related to adults with mental disabilities (Worcester State Hospital – 8 years), adults with neuropsychiatric and developmental disabilities (UMass – 2 years), and geriatric population with physical disabilities (Hahnemann Hospital – 2 years; Skilled nursing facilities – 6 years). Consistently participate in relevant continuing education experiences through in-services, seminars, workshops, conferences, readings and self-study to continually upgrade professional abilities and to assist my clients to reach an optimal level of independence and/or prevent further dysfunction (i.e. “Intermediate Level Treatment Course on Sensory Integration” à planned and organized the Sensory Room to provide a sensory modulation treatment for clients). Completed “Program manager leadership course” and “Coaching Supervision: Introductory Skills for Supervisors in Home and Residential Care” course to provide better leadership in establishing the philosophy or rehabilitation for the facility, and to bring about best practice in delivering care that results in the best functional outcome for the patient/resident (based on their needs).
Dean Messier Director of Human Resources Dean Messier, Director of Human Resources and Support Services, Holy Trinity Nursing and Rehabilitation Center Dean Messier is the Director of Human Resources at Holy Trinity Nursing and Rehabilitation Center (a 113-bed nursing facility in Worcester). Dean has been working in the healthcare industry for 29 years, 20 of which have been in Human Resources. Dean has been with Holy Trinity for the past 13 years. Dean has been a leader in the workforce development arena, serving as a guest lecturer for the Mass Extended Care Federations’ Director of Nursing Training Program and the Boston University School of Public Health. Dean holds a Bachelors of Science degree in Medical Technology and a Masters degree in Health Care Administration.
Susan Murphy -- Susan Murphy, ADC, LSWA Certified Activity Director, Social Worker, Associate in Human Services, Reiki Practitioner, Certified by the Alzheimer's Association as Train the Trainer which is Dementia education for Staff. Worked as an activity director over fifteen years. The population has always been in an adult setting in a variety of long term care units over the years. I have worked in a secured special care psyche unit, secured special care Alz. dementia unit, rehabilitation unit, and long term care nursing home skilled facilities. My goal working as an activity director is to provide a better quality of life for all residents. I have also worked as a Social Worker for Long Term Care Nursing Homes.
Angela Penny Director of Admissions and Marketing Angela M. Penny is a Certified Occupational Therapist Assistant licensed in Massachusetts and has been in healthcare since 1997. Before joining the EOMC in 2004, Angela worked for a diverse range of organizations, including the Visiting Nurses Association, and as the Director of Admissions and Marketing for a local area Rest Home. Currently, Angela is the Director of Marketing for the EOMC, and her expertise in targeting referral sources, building relationships, and maintaining rapport with key community and healthcare industry members has proven outcomes. These skills help Holy Trinity Nursing and Rehabilitation Center to maintain a higher than average census, and assure that the reputation of the organization is at the highest standard possible. The organization looks to Angela to analyze and communicate current trends and identify niche markets that meet consumers’ needs.
Serena Shields Director of Philanthropy and Community Relations Serena Shields, Director of Philanthropy and Community Relations. Serena has a B.A. in English and Art from Worcester State University. She also attended Roger Williams University and was in the Liberal Arts program. Serena has over fifteen years of experience in fundraising and community relations. She has held different positions throughout her career as Director of Community Relations and Director of Admissions and Marketing; both in Assisted Living and Long Term Care, including a Development Coordinator position at the Worcester Art Museum. Among training opportunities, she completed a two year collaborative with Davenport & Barr, Inc., Partners in Philanthropy. She also has completed the Graduate Course for Blackbaud’s Raiser’s Edge.

Awards

Award Awarding Organization Year
"Improving the Quality of Life for Persons Living in Nursing Homes" - Resident-Centered Dining Program AMDA Foundation/Evercare 2011

Affiliations

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

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 144
Number of Part Time Staff 116
Number of Volunteers 45
Number of Contract Staff 0
Staff Retention Rate % 71%

Staff Demographics

Ethnicity African American/Black: 71
Asian American/Pacific Islander: 3
Caucasian: 169
Hispanic/Latino: 17
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 146
Male: 114
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan --
Business Continuity of Operations Plan --
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 --

Risk Management Provisions

Umbrella or Excess Insurance

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. Tina Niedbala
Board Chair Company Affiliation Retired
Board Chair Term June 2012 - June 2013
Board Co-Chair Mr. Evans Tsoules
Board Co-Chair Company Affiliation Assumption College
Board Co-Chair Term June 2012 - June 2013

Board Members

Name Company Affiliations Status
Rev. Timothy Cremeens Ph.D St. Mary's Assumption Albanian Orthodox Church Voting
Mr. Michael Galica M.D. UMass Memorial Medical Center Voting
Mr. Mark Georgeson Commerce Bank & Trust Voting
Mr. Douglas Haddad International Hair Systems, Inc. Voting
Mr. Walter Haddad Retired Voting
Mr. David John Community Volunteer Voting
Mrs. Diane Karalekas M.D. Diane P. Karalekas, M.D., P.C. Voting
Mr. Chris Liazos Retired Voting
Mrs. Tina Niedbala Retired Voting
R. Rev. Peter Preble St. Michaels Orthodox Church Voting
Mr. Edward Robbins Retired Voting
Rev. Milad Selim St. George Antiochian Orthodox Cathedral Voting
Mr. Francis Shea Sullivan Insurance Group Voting
Ms. Claudia Sullivan Esq. Retired Voting
Dr. Theodore Thamel Retired Voting
Mr. Basil Tolos Retired Voting
Mr. George Tonna Esq. K & L Realty Voting
Mr. Evans Tsoules Ph.D Assumption College Voting
Mr. Rodney White Retired 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: 19
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 3
Male: 16
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 71%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions --
Percentage of In-Kind Contributions 0%
Constituency Includes Client Representation No

Standing Committees

  • Building
  • Community Outreach / Community Relations
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Investment
  • Nominating
  • Operations

CEO/Executive Director/Board Comments

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Foundation Comments

--

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2010 (%)

Expense Breakdown 2009 (%)

Expense Breakdown 2008 (%)

Fiscal Year Jan 01, 2012 to Dec 31, 2012
Projected Income $13,946,486.00
Projected Expense $14,022,416.00
Form 990s

2010 Form 990

2009 Form 990

2008 Form 990

Audit Documents

2011 Audited Financials

2010 Audited Financials

2009 Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2010 2009 2008
Total Revenue $12,531,263 $11,328,908 $11,114,282
Total Expenses $12,192,587 $11,764,553 $11,185,638

Prior Three Years Revenue Sources

Fiscal Year 2010 2009 2008
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $133,001 $140,960 $173,225
Indirect Public Support $356 $1,167 $1,935
Earned Revenue $11,577,901 $11,047,237 $10,862,344
Investment Income, Net of Losses $740,307 $29,795 $8,139
Membership Dues -- -- --
Special Events $16,724 $28,246 $15,051
Revenue In-Kind -- -- --
Other $62,974 $81,503 $53,588

Prior Three Years Expense Allocations

Fiscal Year 2010 2009 2008
Program Expense $10,136,305 $9,460,172 $9,516,223
Administration Expense $1,965,334 $2,211,120 $1,587,997
Fundraising Expense $90,948 $93,261 $81,418
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.03 0.96 0.99
Program Expense/Total Expenses 83% 80% 85%
Fundraising Expense/Contributed Revenue 61% 55% 43%

Prior Three Years Assets and Liabilities

Fiscal Year 2010 2009 2008
Total Assets $23,222,538 $20,549,053 $7,605,731
Current Assets $1,843,469 $1,995,877 $1,981,260
Long-Term Liabilities $6,676,418 $6,391,875 $6,460,048
Current Liabilities $1,519,249 $1,097,039 $1,056,416
Total Net Assets $15,026,871 $13,060,139 $89,267

Prior Three Years Top Three Funding Sources

Fiscal Year 2010 2009 2008
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value $10,313,000.00
Spending Policy N/A
Percentage(If selected) --
Credit Line Yes
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 2010 2009 2008
Current Ratio: Current Assets/Current Liabilities 1.21 1.82 1.88

Long Term Solvency

Fiscal Year 2010 2009 2008
Long-term Liabilities/Total Assets 29% 31% 85%

CEO/Executive Director/Board Comments

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Foundation Comments

Financial summary data in charts and graphs are per the organization's IRS 990s.  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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