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Organization DBA --
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 mission of WorldBoston is to foster engagement in international affairs and cooperation with peoples of all nations. As globalization increasingly shapes every aspect of life on our planet, so does our Greater Boston community increasingly experience, and even help shape, these global trends.

Mission Statement

The mission of WorldBoston is to foster engagement in international affairs and cooperation with peoples of all nations. As globalization increasingly shapes every aspect of life on our planet, so does our Greater Boston community increasingly experience, and even help shape, these global trends.

FinancialsMORE »

Fiscal Year Jan 01, 2016 to Dec 31, 2016
Projected Income $349,500.00
Projected Expense $344,350.00

ProgramsMORE »

  • Academic WorldQuest
  • G.L.O.B.E. Consortium
  • International Visitor Leadership Program

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 WorldBoston is to foster engagement in international affairs and cooperation with peoples of all nations. As globalization increasingly shapes every aspect of life on our planet, so does our Greater Boston community increasingly experience, and even help shape, these global trends.

Background Statement

WorldBoston was founded in 1961 as the Boston Center for International Visitors, a nonprofit organization with a mission to connect hundreds of emerging leaders from around the globe each year with their counterparts in Greater Boston's business, government, academic, cultural, and scientific communities. In 2002, the organization merged with the World Affairs Council of Boston, a nonpartisan forum founded in 1949 to engage the public in discussions about critical international issues. WorldBoston today is a dynamic and respected leader in Boston's global network. With expertise in fostering international exchanges and its unique mix of educational programs, WorldBoston continues to build on its distinguished tradition of promoting dialogue among leaders, cross-cultural connections, and public learning.

Impact Statement


Previous Year's Accomplishments:
  1. Citizen Diplomacy: Last year, WorldBoston facilitated citizen diplomacy exchange programs connecting 580 emerging international leaders with their local counterparts in the Greater Boston Area. Throughout the year, 115 countries were represented by over 90 programs, making significant impacts on both our local economy and the increased collaborations of visiting delegates with Massachusetts professionals.
  2. Global Education: 2015, a year of record capacity, saw WorldBoston present nearly 50 events, educating WorldBoston Members, high school students, and a broad range of the Greater Boston public on a wide variety of pressing global topics. Programs included our two signature speaker series, "Chat & Chowder" and "Great Decisions," our annual fundraiser the Consuls Reception, numerous events for young professionals, and a variety of unique distinguished speaker opportunities.
  3. Management/Finances: WorldBoston completed a challenge grant on an unprecedented scale, successfully engaging a broad array of supporters including board members, small donors, and institutional sponsors. 

Goals for the Current Year:

  1. Citizen Diplomacy: During a year of staff transitions, maximize staff effectiveness and volunteer support to maintain a high volume of international visitor programs coming to our region via WorldBoston.
  2. Global Education: Maximize staff effectiveness to produce over 40 events featuring expert speakers for WorldBoston members, high school students, and the public.
  3. Management/Finances: Maintain relationships and funding from key grant supporters including The Boston Foundation, The Lowell Institute of Boston, the World Affairs Councils of America National Office, and the Institute of International Education's Fulbright Visiting Scholars Program.

Needs Statement

  1. Unrestricted giving from institutional donors: $35,000
  2. Unrestricted giving from small donors: $25,000
  3. Staff & Volunteer Capacity: Add an additional volunteer, probably via a university cooperative program, to focus on communications.
  4. Dedicated bookkeeper support: $5000.
  5. Administrative support: Several sessions with professional administrative consultant to consolidate and standardize organizational procedures, $1500.

CEO Statement

WorldBoston is a unique organization with a special legacy, that, with careful management and sustained engagement with the community, should plan to continue to meet changing needs for global education for decades to come. In addition to growing and diversifying funding sources in response to shrinking governmental support for citizen diplomacy, this year WorldBoston is prioritizing administration and record-keeping.  Having extensive experience with nonprofits, I am confident that WorldBoston's finances are simply not up-to-date, rather than inaccurate or incomplete, so expect to have all reviews done in about a month.  This effort, however, goes beyond procedure to engagement and impact: It's essential that the board, staff, and stakeholders of a small nonprofit can easily understand and manage finances in order to run efficiently and to grow. 

Board Chair Statement

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Geographic Area Served

Internationally
CENTRAL REGION, MA
METROWEST REGION, MA
NORTHEAST REGION, MA
SOUTHEAST REGION, MA
GREATER BOSTON REGION, MA
Greater Boston (World Affairs Events), Eastern Massachusetts and Internationally (International Visitor Leadership Program and Global Educational Exchange)

Organization Categories

  1. International, Foreign Affairs, and National Security - Promotion of International Understanding
  2. Education -
  3. Public & Societal Benefit -

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

Yes

Programs

Academic WorldQuest

Academic WorldQuest, a global knowledge competition that has become a flagship program of the World Affairs Councils of America, is a fun, friendly and powerful way for high school students to learn about international affairs. Teams are comprised of four students and typically prepare in an after-school setting over the course of several months. At WorldBoston’s regional competition, the John H. Carlson Academic WorldQuest, teams view a PowerPoint presentation of 100 multiple-choice questions covering topics such as people in the news, world geography, elections, international organizations and current events. The event is open to parents, friends and the general public, who also are given answer sheets and enjoy playing along. The winning high school team travels to Washington, D.C., in April to compete in the National Academic WorldQuest, virtually all expenses paid.
Budget  $5,000.00
Category  Education, General/Other Afterschool Enrichment
Population Served Adolescents Only (13-19 years) General/Unspecified General/Unspecified
Program Short-Term Success  Increase reach of the program to greater numbers of high schools and students each year. Additionally, expand access to Academic WorldQuest into a diverse array of communities, including traditionally less-advantaged ones, and ensuring the latter have the resources and support to compete successfully.
Program Long-Term Success  Raise understanding of international issues and foreign cultures among successive generations of high school students, inspiring them to be globally-conscious and internationally-competitive citizens throughout their higher education and into their careers.
Program Success Monitored By 
  • Numbers of schools in the WorldQuest community
  • Trends of average scores each year at the local competition, to measure how well schools and coaches learn from previous years and prepare successive groups of students
  • Performance of the WorldBoston winning team at the National Competition
Examples of Program Success 
  • Schools have increased each year, from an original two in the pilot program to over 20 in the WorldQuest community now.
  • Average and median scores across the field of teams have increased steadily the last few years of the local competition. Coaches from regularly-participating schools are benefiting from the study materials and support provided by WorldBoston, and are preparing successive teams well each year.
  • WorldBoston teams in the past four years have consistently ranked in the upper half amongst the field of nearly 100 teams at the National Competition. Walpole High School represented Eastern Massachusetts with an exceptional performance of 3rd in the nation in 2012.

G.L.O.B.E. Consortium

“Global Literacy Opportunities in Boston-area Education, ” a 26-week course in current events and world literature, ran this past year from September 2013 – February 2014, thanks to support from The Boston Foundation’s Curtis International Council Fund. WorldBoston was proud to implement this program, serving nearly 20 students from a consortium of 4 high schools, in partnership with talented and dedicated local educator Dr. David Nurenberg of Lesley University.

WorldBoston looks forward to presenting a second iteration of the G.L.O.B.E. Consortium in the near future.

Budget  $15,000.00
Category  Education, General/Other Extracurricular Arts & Culture
Population Served Adolescents Only (13-19 years) Minorities General/Unspecified
Program Short-Term Success  While long-term success is defined by the outcomes of the course each year, and the cumulative effect of successive groups of students attaining improved global literacy, short-term success represents the interest and attendance of students during the early weeks. Since student attrition due to competing life demands, especially for those students who must work at a job, is the main impediment to success, countering attrition is crucial. This course saw excellent attendance and very low attrition during its first iteration, a highly encouraging sign, and we are committed to increasing mentoring resources to assist students in balancing multiple commitments, during future iterations.
Program Long-Term Success 
  • Facilitate acquisition of key global literacy skills, as measured by several metrics including Common Core standards, the AP World History exam, and our self-designed assessment.
  • Raise student and community awareness of history, literature and current events in the non-western world, as assessed by the above measures as well as student self-reports.
  • Fill a knowledge gap poorly addressed by mainstream high school curricula.
  • Provide students teaching and leadership opportunities, in and outside the classroom.
  • Advance partnerships between urban and suburban schools, universities and community organizations.
  • Foster joint urban-suburban learning that is safe, fun and academically rigorous.
Program Success Monitored By 
This program measures acquisition of key global literacy skills by several metrics, including Common Core standards, the AP World History exam, and our own self-designed assessment tools, which include tests, quizzes and projects in the course.
 
The course was aligned with Common Core standards. Self-designed quiz and essay assessments were administered regularly, and the class average was an 88.6% - this, along with observations and qualitative data from class discussions, indicated students were successfully learning the content and skill set.
Examples of Program Success 
At the completion of the first iteration of this course (September 2013 – February 2014), exit surveys showed:
  • 91.67% of students felt they learned many valuable things in the course
  • 100% of students reported they learned things in this class that they couldn’t have learned in their school curriculum (66.67% agreed strongly)
  • 91% listed chance to meet and work with students from other schools as "very valuable"
  • 75% of students felt the coursework was meaningful and not just “busywork”
  • 75% of students felt the work we did had “real world” application
  • 91.67% of students reported feeling challenged some of the time (50% reported feeling challenged most or all of the time).

International Visitor Leadership Program

The main source of WorldBoston’s international visitors is the Department of State’s International Visitor Leadership Program (IVLP), supported by the Bureau of Educational and Cultural Affairs and its nonprofit partner, Global Ties U.S., of which WorldBoston is an affiliate. IVLP began in the U.S. in 1940, and in Boston in 1961. Participants in this program are nominated by U.S. Embassies abroad. Distinguished IVLP alumni include over 320 current and former heads of state and other national leaders.
Budget  $50,000.00
Category  International, Foreign Affairs & National Security, General/Other International Exchange
Population Served US& International Adults College Aged (18-26 years)
Program Short-Term Success  Short-term success is defined by a high volume of IVLP participants coming through WorldBoston, in which WorldBoston had a record year in 2013. Success is further defined by the cumulative quality of our dozens of projects for IVLP delegations throughout the year.
Program Long-Term Success 

Citizen diplomacy is the grassroots of foreign relations. Traditional diplomacy takes place between states, whereas citizen diplomacy occurs in person-to-person contact between citizens of different countries. The interaction of citizens – whether professionals, volunteers, students or travelers – helps shape public opinion and understanding.

Citizen diplomacy through the International Visitor Leadership Program is a long-term investment, the long-term success of which is defined by improved perceptions of the U.S. by foreign citizens, and improved perceptions of foreign nations by U.S. citizens. Ultimate success is a more peaceful, interconnected, and interdependent world.

Program Success Monitored By  Success is monitored by the overall volume of visitor projects in a given year, as well as quality monitoring by evaluations given by the delegations themselves at the conclusion of their trips. WorldBoston's programs are consistently ranked among the highlights of delegations' tours throughout the United States.
Examples of Program Success  The short-term measures of success in 2013 proved a record year. WorldBoston facilitated citizen diplomacy exchange programs connecting 580 emerging international leaders with their local counterparts. Throughout the year, 115 countries were represented by over 90 programs, making significant impacts on the local economy and in terms of increased collaborations of visiting delegates with Massachusetts professionals.

CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Ms. Mary Yntema
CEO Term Start May 2014
CEO Email [email protected]
CEO Experience

Joining our team in May, Mary brings to WorldBoston extensive international experience combined with nonprofit sector and management expertise. Prior to WorldBoston, Mary worked as a consultant on nonprofit governance. She has served as interim executive director of the Boston Center for Community and Justice, executing a historic program merger with YWCA Boston; as executive director of the Courageous Sailing Center of Boston; and as founding executive director of United Way Moscow, where she resided for eight years. Her corporate experience includes institutional equity sales at Brunswick UBS Warburg and Pioneer Securities and running a sales department as vice president of the Center for Business Skills Development, all in Moscow.

Mary is a member of the board of MassEquality and has served as a volunteer on the boards of United Way Moscow, the International Center for Not-for-Profit Law, the Brattle Film Foundation, and the Boston Center for Community and Justice.

Mary holds an A.B. from Harvard University, an M.A. from The Johns Hopkins School of Advanced International Studies and an M.B.A. from Columbia Business School, and is a BoardSource Certified Governance Trainer.

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

Former CEOs and Terms

Name Start End
Mr. Bill Clifford Jan 2008 Oct 2014

Senior Staff

Name Title Experience/Biography
Mr. Michael Pizziferri Manager of Operations and Global Education Programs

Michael joined WorldBoston in May 2015, and manages our flagship global education programs including the Great Decisions Discussion Series and the Chat and Chowder Series. In addition to our regular programming, Michael manages special events such as the annual Consuls Reception, and Academic WorldQuest.

Michael holds a B.A. in International Relations and Politics from Brandeis University. His experience includes time at the Québec Government Office in Boston, Rasky Baerlein Strategic Communications, and the Western Jihadism Project at Brandeis University. A Quincy, MA native, Michael has also lived and studied in Paris, France.

Ms. Sarah Sibley Manager of Citizen Diplomacy Programs

Sarah joins the WorldBoston team in January 2016, overseeing WorldBoston Citizen Diplomacy programs, including the International Visitors Leadership Program.

Recently returned to the U.S. and her hometown of Plymouth near Boston, Sarah worked and studied in the United Kingdom and Morocco for the last five years. In London, Sarah spent three years running child protection projects for vulnerable children and their families in Morocco with the Moroccan Children’s Trust (MCT), and also working in management and operations with its sister organization, Community Action for Refugees and Asylum Seekers. Sarah then joined the MCT team in southern Morocco as its sole delegate responsible for in-country coordination and development of its child protection and international volunteering projects

Sarah holds a B.A. from the College of William and Mary in International Relations, and an M.A. from Queen Mary, University of London in International Development. She speaks French and intermediate Standard and Moroccan Arabic.

Awards

Award Awarding Organization Year
Nomination, New England Innovation Awards Smaller Business Association of New England 2013

Affiliations

Affiliation Year
World Affairs Councils of America - Member --
Member of state association of nonprofits? Yes
Name of state association Massachusetts Nonprofit Network

External Assessments and Accreditations

External Assessment or Accreditation Year
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Collaborations

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CEO/Executive Director/Board Comments

In addition to being an affiliate of the World Affairs Councils of America, WorldBoston is the local affiliate of Global Ties U.S. (formerly the National Council of International Visitors).

Foundation Comments

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Staff Information

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

Staff Demographics

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

Plans & Policies

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

Risk Management Provisions

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Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency No N/A
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency No N/A

Governance


Board Chair Mr. James Kaufman
Board Chair Company Affiliation Federal Hill Investment Services
Board Chair Term May 2010 -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. Henry Ancona Retired Voting
Mr. Patrick Bench Vice President, Public Affairs, Rasky Baerlein Strategic Communications Voting
Mr. Jeffrey Cymrot Sassoon & Cymrot LLC Voting
Mr. Robert Danahy Account Executive, Eastern Insurance Group Voting
Mr. Jarred Guthrie Shell --
Ms. Jeanine Hall Vice President, Small Business Banking, Bank of America Voting
Dr. Gaytri Kachroo Principal, KLS-Kachroo Legal Services, P.C. Voting
Mr. James D. Kaufman President, Federal Hill Investment Services Voting
Mr. Irving Kempner CEO, Kempner Family Foundation Voting
Ms. Meryl Langbort Community Volunteer Voting
Mr. Gerard Lorden Senior Vice President, Morgan Stanley Smith Barney Voting
Mr. Bennett Schwartz Retired Voting
Ms. Deborah Smith Director in the Global Transaction Services Division, Citigroup Voting
Mr. Ramsay Thurber Community Volunteer Voting
Ms. Mary Yntema President & CEO, WorldBoston Exofficio

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: 1
Asian American/Pacific Islander: 1
Caucasian: 11
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 7
Male: 6
Not Specified 0

Board Information

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

Standing Committees

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CEO/Executive Director/Board Comments

After I arrived in May, WorldBoston's board agreed to these initial goals: an internal giving target by the time of our annual event in October (met and exceeded); four full board meetings in the remainder of 2014 (met, with last meeting scheduled in Dec.); and quorum or better at each meeting (so far, so good -- Dec. still to come).  Having established this capacity for work and teambuilding, in 2015 we will be ready to create accountable, productive committees.  As a former governance trainer and consultant, I am very wary of "show" committees lacking direction and responsibility.  This year we have already created an effective ad hoc investment committee. The board is now ready to generate effective standing committees. 

Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year Jan 01, 2016 to Dec 31, 2016
Projected Income $349,500.00
Projected Expense $344,350.00
Form 990s

2015 Form 990

2014 Form 990

2013 Form 990

2012 Form 990

2011 Form 990

2010 Form 990

Audit Documents

2015 Review

2014 Review

2013 Audit

2012 Review

2011 Review

2010 Review

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $330,400 $341,400 $597,500
Total Expenses $319,200 $362,600 $491,700

Prior Three Years Revenue Sources

Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
-- -- $158,400
Government Contributions $93,800 $111,000 $84,800
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $93,800 $111,000 $84,800
Individual Contributions $71,400 $78,000 $52,900
Indirect Public Support -- -- --
Earned Revenue $107,400 $83,500 $151,300
Investment Income, Net of Losses $400 $400 $400
Membership Dues $9,300 $8,600 $8,300
Special Events -- -- --
Revenue In-Kind -- -- --
Other $48,100 $59,900 $141,400

Prior Three Years Expense Allocations

Fiscal Year 2015 2014 2013
Program Expense $241,100 $288,900 $414,000
Administration Expense $60,400 $59,200 $59,500
Fundraising Expense $17,700 $14,500 $18,200
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.04 0.94 1.22
Program Expense/Total Expenses 76% 80% 84%
Fundraising Expense/Contributed Revenue 11% 8% 6%

Prior Three Years Assets and Liabilities

Fiscal Year 2015 2014 2013
Total Assets $271,700 $263,200 $329,000
Current Assets $95,800 $92,300 $155,300
Long-Term Liabilities $0 $0 $0
Current Liabilities $7,100 $9,800 $54,400
Total Net Assets $264,600 $253,400 $274,600

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 --
Spending Policy N/A
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 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 13.49 9.42 2.85

Long Term Solvency

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

CEO/Executive Director/Board Comments

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Foundation Comments

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