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Organization DBA --
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

Mission StatementMORE »

Action, Inc.’s mission is to improve the quality of life for disadvantaged residents of Cape Ann and beyond by minimizing the effects of poverty, promoting economic security and advocating for social change.

Mission Statement

Action, Inc.’s mission is to improve the quality of life for disadvantaged residents of Cape Ann and beyond by minimizing the effects of poverty, promoting economic security and advocating for social change.


FinancialsMORE »

Fiscal Year Oct 01, 2014 to Sept 30, 2015
Projected Income $49,894,700.00
Projected Expense $48,931,307.00

ProgramsMORE »

  • Client & Housing Services
  • COMPASS Youth Program
  • Emergency Homeless Shelter
  • HomeCare
  • Job Training & Education

Revenue vs. Expense ($000s)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

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


Overview

Mission Statement

Action, Inc.’s mission is to improve the quality of life for disadvantaged residents of Cape Ann and beyond by minimizing the effects of poverty, promoting economic security and advocating for social change.


Background Statement

Action, Inc., located in the Greater Boston area in Gloucester, is a private, 501 (c) 3, charitable and locally-run organization that has been providing human services to the Greater Cape Ann area since 1965. Action has the flexibility to design programs that address needs specific to individuals and to Cape Ann. Action provides services that address the full range of family needs, from youth and adult employment and training, to housing and job placement, to budget counseling, to services for seniors and disabled adults. Integrated service delivery is tailored to individual circumstances.
 
Action’s programs are also designed to strengthen the local economy and develop Cape Ann’s infrastructure. A leader in the community since its inception, Action has also led the development of many other programs that serve our community today, including Open Door food pantry, Pathways for Children, Gloucester Senior Center, Meals‐on‐Wheels, and Senior Care.
Today, the organization operates as a nonprofit, community action agency serving low-income residents of Essex, Gloucester, Hamilton, Ipswich, Manchester-by-the-Sea, Rockport, and Wenham. In 2011, Action served more than 7,000 people. The nonprofit helped nearly 300 families obtain safe and affordable housing; nearly 4,000 households pay to heat their homes; 600 unemployed and underemployed men and women gain new work skills and better job opportunities; over 300 homeless individuals with warm meals and a place to stay; nearly 30 at-risk youth gain social, academic, and employment skills; and over 500 senior citizens and disabled adults live independently at home.
Action, Inc.'s staff, Board and volunteers are committed to what they do. They feel they have a mission in community action to help disadvantaged individuals become self-sufficient, to make Cape Ann a better place to live for everybody.

 


Impact Statement

Action helps individuals and families move up the ladder of economic opportunity and become more self-sufficient through a broad range of services and programs, including access to public benefits, energy savings and conservation programs, in-home care for elders and disabled adults, job training and education, a youth program for at-risk teens, housing assistance, an emergency homeless shelter, affordable housing, donation drives, and more.


Needs Statement

Action, Inc.’s top five most pressing needs are the following.

1) Job Training - In this tough economic climate, Action’s Job Training & Education program is in need of funding to provide further job training to more unemployed and underemployed individuals.

2) Emergency Homeless Shelter – To accommodate for the increased homeless population, Action is seeking funding to cover food, additional staff shifts, and day services for homeless individuals.

3) COMPASS Youth Program Expansion & Adult Learning Center – Action is in need of capital funding to expand building space for its COMPASS Youth program to respond to demand for younger at-risk youth enrollment. The build out would also provide much needed space to expand Action’s Job Training and Adult Education initiatives including clinical healthcare job training classrooms and a state-of-the-art computer lab.

4) Permanent Housing Units – Action is hoping to fill a $200,000 commercial financing funding gap to build permanent housing units on recently acquired property for four chronically homeless families.   

5) Financial Literacy & Education – Action is in need of funding to help individuals develop financial management skills and long-term savings goals in order to become financially independent and self-sufficient. 


CEO Statement

Dear Friends,
Action, Inc. has been helping people on Cape Ann for more than 45 years. Our goal is not only to assist people with any current difficulties but also to help create opportunities for them to become more self-sufficient and to improve the quality of their lives. Personal growth is difficult when basic needs like food, shelter and warmth are not met.
 
Along with the support of our many community partners – from businesses and government to healthcare and social agencies and our generous donors – Action, Inc. helps to keep people safe and warm and meet those needs. Only then can they take the next steps toward growing stronger and more independent.
 
In 2011, Action, Inc. directly helped more than 7,000 people through
our wide array of programs and services. Our HomeCare program helped seniors to stay in their homes and our Benefits and Support Services staff helped fire victims to get back on their feet and into new homes. Our Energy Services programs kept people safe and warm and our COMPASS Youth Program helped to keep kids in school. Our Job Training and Education programs prepared people for new jobs. Our Emergency Homeless Shelter faced the challenge of housing a record
number of individuals but an outpouring of community support allowed us to meet that challenge.
 
Action, Inc. cares about the entire community. And we are proud to be
part of a caring community where people are encouraged to help themselves and to help each other. We know that by working together, we can not only help people in need, we can help to grow a healthier, more vibrant community that is a better place for everyone to live.
 
Sincerely,
Tim Riley, Executive Director

Board Chair Statement

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Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Northeast Massachusetts Region

Primarily serving the Greater Cape Ann area including Gloucester, Essex, Ipswich, Manchester-by-the-Sea, and Rockport, Massachusetts, with oversight of energy conservation programs throughout the State of Massachusetts. 

Organization Categories

  1. Human Services - Human Services
  2. Community Improvement, Capacity Building - Community Improvement, Capacity Building N.E.C.
  3. Civil Rights, Social Action, Advocacy - Civil Rights, Social Action, & Advocacy N.E.C.

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

Yes

Programs

Client & Housing Services

Client & Housing Services offers case management and connects people with needed services such as public benefits, MassHealth, Food Stamps, housing assistance, financial literacy education, and more. We help people stabilize their lives and empower them to become more self-sufficient.

Budget  $274,845.00
Category  Human Services, General/Other Case Management
Population Served At-Risk Populations
Program Short-Term Success 
Pending
Program Long-Term Success 
Pending
Program Success Monitored By  --
Examples of Program Success 
Pending

COMPASS Youth Program

COMPASS is an education, training, and employment program for 14-21 year olds facing barriers to learning. We offer an alternative day school program, nigh school diploma program, HiSET preparation, life skills counseling, academic and vocational coaching, career exploration, and more. The program helps at-risk youth earn high school diplomas and experience success.

Budget  $179,228.00
Category  Youth Development, General/Other Youth Development, General/Other
Population Served Adolescents Only (13-19 years) At-Risk Populations
Program Short-Term Success 
Pending
Program Long-Term Success 
Pending
Program Success Monitored By  --
Examples of Program Success 
Pending

Emergency Homeless Shelter

Action, Inc.'s emergency shelter provides homeless adults with stability and a second chance. Our shelter helps guests transition into permanent housing and provides beds, meals, and a safe environment. We also provide support with sobriety, mental health, counseling, healthcare, and job and housing searches.

Budget  $495,515.00
Category  Housing, General/Other Emergency Shelter
Population Served At-Risk Populations
Program Short-Term Success 
Pending
Program Long-Term Success 
Pending
Program Success Monitored By  --
Examples of Program Success 
Pending

HomeCare

Action, Inc. HomeCare workers provide elders and disabled adults with a wide range of in-home services, such as personal care, medication reminders, light housekeeping, laundry, shopping, caregiver respite, companion services, Home Health Aide services, hospice, and more. Our experienced, local staff provide quality in-home care so that people can continue to live at home.
Budget  $1,896,011.00
Category  Health Care, General/Other Home Health Care
Population Served Elderly and/or Disabled Aging, Elderly, Senior Citizens
Program Short-Term Success 
Pending
Program Long-Term Success 
Pending
Program Success Monitored By  --
Examples of Program Success 
Pending

Job Training & Education

Action, Inc.’s Job Training & Education program helps people improve their job opportunities through education, training, and resources. We offer training in the healthcare field, adult education, HiSET preparation, job placement, career readiness, and life skills coaching.

Budget  $265,423.00
Category  Employment, General/Other Job Training & Employment
Population Served Unemployed, Underemployed, Dislocated Adults Adults
Program Short-Term Success 
Pending
Program Long-Term Success 
Pending
Program Success Monitored By  --
Examples of Program Success 
Pending

CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Mr. Timothy L. Riley
CEO Term Start July 2009
CEO Email [email protected]
CEO Experience Tim Riley, Executive Director of Action, Inc., has been with the agency for more than 35 years, serving as Chief Financial Officer and Deputy Director prior to his appointment as Executive Director. Tim has played a pivotal role in the organization’s growth from a small upstart agency to a multi-faceted $20+ million community action agency with a staff of over 150.
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
Mr. William C. Rochford May 1973 Apr 2009
Mr. L. Denton Crews Jan 1971 Dec 1973

Senior Staff

Name Title Experience/Biography
Mrs. Jessica Benedetto Director of Marketing & Planning Jessica oversees Action, Inc.'s fundraising and development, community outreach, and strategic planning efforts. During 2010, Jessica oversaw private grants and donations that brought nearly $320,000 in non-government funding to the agency. She also initiated a branding campaign for Action, Inc. and worked to completely revamp the agency’s website and marketing materials. Prior to joining Action, Inc., Jessica was Content Manager at Earthwatch Institute, an international non-profit organization with research projects all over the globe. 
Mr. Craig Brown Conservation Services Director

Craig Brown, Director of Conservation Services, is the technical manager overseeing all aspects of energy installations, and program management. He is a member of the Massachusetts Energy Best Practices Group. His role is to review policies and technical changes to low-income energy programs. Craig has served 35 years in community action programs.

Ms. Rita Carvalho Energy Director

Rita Carvalho, Energy Director, has directed low income
energy programs for 29 years. She has been involved in the design,
implementation, and delivery of all energy programs.

Ms. Shari Cornett Director of Job Training & Education

Shari has worked in Workforce Development for over twenty-five years where she has served in management and leadership capacity of job training and/or career center programming for twenty years.  Most recently, Shari worked as the Director of Youth Workforce Initiatives at the North Shore Workforce Investment Board where she provided technical assistance and grants management for federal Workforce Investment Act funds, state funding from the Department of
Elementary and Secondary Education and other youth focused funds.

Mrs. Peggy Hegarty-Steck Deputy Director Peggy Hegarty-Steck serves as Action, Inc.’s Director of Administration and Program Operations. She has over 20 years of experience in non-profit and public sector management. Peggy has directed affordable housing and public health programs, as well as provided training, technical assistance, and project management to states, cities, towns, and housing agencies. In all of her positions, she has successfully created partnerships and secured substantial public and private funds. Peggy received awards for best practices and public service for her work developing innovative programming.   
Mrs. Maggie Howard Director of Client & Housing Services Maggie has been with Action, Inc. since 2007 and has seven years of experience in social services. She has experience working directly with low-income clients and helping them access stabilization services and public benefits. She recently earned a Master’s degree in Nonprofit Management. 
Mr. Elliott Jacobson Vice President Energy
Elliott Jacobson is Vice President for Action’s Energy programs, which administrates low- and moderate-income energy assistance programs in the Cape Ann area of Massachusetts. In particular, his work there has focused on weatherization (for government and utilities) and Fuel
Assistance. Action Energy is the system-wide operator for the Ngrid Gas
and Electric Efficiency Programs for low-income households through 22 weatherization sub agencies. (Gas and Electric in Massachusetts and Gas in New Hampshire).
Elliott is Chairman of the Low Income Energy Affordability Network (LEAN) which was organized to collaborate with Massachusetts gas and
electric utilities in order to design and implement the most cost-effective,
equitable, and standardized efficiency program practical. Beginning in 2008, Elliott has been Councilor on the Massachusetts Energy Efficiency Council governing all utility energy efficiency funds in the state.
 
Elliott served from 1992-2000, 2001-2008, and 2010-present as an Executive Committee member (Secretary) on the DOE Advisory Board on Energy Efficiency and Renewables reporting to Secretaries O’Leary, Peña, Richardson, Bodman, Chu, and Congress. In addition, he has served as Chairman of the New England Community Action Directors
Association Energy Committee for 15 years, the Massachusetts Energy Directors Association, most recently from 1986 - 1995, and the Low and Moderate Income Task Force of the President’s Climate Change Action Plan (1993 – 1995).
 
In 2010, Elliott received the LBJ Anti-Poverty Award. He also received a Building Preservation Award from The Gloucester Historical Commission. Elliott received a B.A. from the University of Wisconsin,
where he majored in history/political science, an M.S. from Antioch College in Environmental Sciences, and an Ed.D. (A.B.D.) from the University of Massachusetts in Environmental Science Policy and Education (Human Ecology). 
Mr. Ken Kudym Chief Financial Officer Ken has been with Action, Inc. for over 13 years and is a Certified Public Accountant with extensive experience in budgeting and financial management for grants and contracts totaling more than $20 million annually.
Ms. Judy Manchester Director of Human Resources

Judy Manchester, RN, M Ed. is Action, Inc.’s Director of Human
Resources and chair of the Risk Management Committee. Judy’s background is in Health Care administration where she has extensive management and human resources experience. Judy has been at Action, Inc. since 2010, developing the Human Resources program and ensuring compliance with local, state and federal labor laws as well as managing employee benefits. 

Ms. Marie Sanviti Assistant Energy Director

Marie Sanviti, Assistant Energy Director, manages the Fuel Assistance and Energy Advocacy Programs. She has been involved with program
development throughout her 24 year career at Action Inc. Marie maintains compliance with all State and Federal Fuel Assistance programs. She has direct oversight of Energy staff and daily functions and assists in planning and implementation functions of Energy programs.

Ms. Karen Turnquist Director of Home Care

Karen has 25+ years of experience as a rehabilitation professional. As a seasoned health care provider who has concentrated her career in service to the elderly, she has worked in post-acute care and hospital and outpatient practice settings. Her clinical background and management experience serve her well in the implementation of the $2,000,000
Home Care program and the overseeing of 85+ employees and a 425+ client case load. Prior to joining Action, Inc.’s team, she served as Manager, Division of Gerontology at Beth Israel Deaconess Medical Center. Karen is a licensed occupational therapist and holds a MA in health care administration.

Awards

Award Awarding Organization Year
Appreciation Award in recognition of your role in nurturing our roots, fostering our independence, & launching our organization The Open Door/Cape Ann Food Pantry 2008

Affiliations

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

External Assessments and Accreditations

External Assessment or Accreditation Year
US Department of Housing and Urban Development 2011

Collaborations

--

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Staff Information

Number of Full Time Staff 67
Number of Part Time Staff 96
Number of Volunteers 8
Number of Contract Staff 0
Staff Retention Rate % 97%

Staff Demographics

Ethnicity African American/Black: 5
Asian American/Pacific Islander: 1
Caucasian: 152
Hispanic/Latino: 3
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 136
Male: 25
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
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 No

Risk Management Provisions

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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. Linda Giamanco
Board Chair Company Affiliation City of Gloucester
Board Chair Term June 2013 - June 2015
Board Co-Chair Mrs. Tone Kenney
Board Co-Chair Company Affiliation Ipswich Housing
Board Co-Chair Term June 2013 - June 2015

Board Members

Name Company Affiliations Status
Mr. Dennis Acker Sovereign Bank Voting
Mrs. Charlotte Dodge Town of Ipswich Voting
Mrs. Linda Giamanco City of Gloucester Voting
Mr. Gavin Keenan Ipswich Police Association Voting
Ms. Tone Kenney Town of Ipswich Voting
Mrs. Courtney Lane Town of Essex Voting
Mr. Roger Lesch Rockport Police Association Voting
Mrs. Shelly Luckenbill Sevinor Attorney --
Ms. Brieana Militello Seacoast Nursing & Rehab --
Mrs. Linda Murphy Ipswich Caring Voting
Ms. Mary Neofotistos Action Shelter --
Mrs. Loretta Peres Riverdale Park Voting
Ms. Marcy Pregent State Rep. Ann-Margaret Ferrante --
Mr. John Prybot Sawyer Free Library Voting
Mr. Richard Rafuse City of Gloucester Voting
Mrs. Kathy Stewart Riverdale Park Voting
Ms. Rebecca Sumner First National Bank of Ipswich Voting
Mrs. Reverend Karin Wade St. Mary's Episcopal Church Voting
Mrs. Gretchen Wood Town of Manchester 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: 17
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 1
Other (if specified): Cape Verdean
Gender Female: 13
Male: 5
Not Specified 0

Board Information

Board Term Lengths 5
Board Term Limits 2
Board Meeting Attendance % --
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 52%
Percentage of In-Kind Contributions 0%
Constituency Includes Client Representation Yes

Standing Committees

  • Executive
  • Finance
  • Nominating
  • Personnel
  • Program / Program Planning

CEO/Executive Director/Board Comments

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Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

Fiscal Year Oct 01, 2014 to Sept 30, 2015
Projected Income $49,894,700.00
Projected Expense $48,931,307.00
Form 990s

2013 990

2012 990

2011 990

2010 990

2009 990

2008 990

Audit Documents

2013 Action, Inc. Audit

2012 Action, Inc. Audit

2011 Action, Inc. Audit

2010 Action, Inc. Audit

2009 Action, Inc. Audit

2008 Action, Inc. Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2013 2012 2011
Total Revenue $49,056,875 $35,031,101 $26,506,690
Total Expenses $47,515,455 $34,381,879 $26,474,472

Prior Three Years Revenue Sources

Fiscal Year 2013 2012 2011
Foundation and
Corporation Contributions
-- -- $16,406,883
Government Contributions $0 $0 $9,588,333
    Federal -- -- $7,365,429
    State -- -- $2,129,693
    Local -- -- $93,211
    Unspecified -- -- --
Individual Contributions $907,237 $423,738 $108,090
Indirect Public Support -- -- --
Earned Revenue $48,036,922 $34,516,626 $229,844
Investment Income, Net of Losses $16,488 $9,814 $5,837
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind $96,228 $80,923 $131,363
Other -- -- $36,340

Prior Three Years Expense Allocations

Fiscal Year 2013 2012 2011
Program Expense $46,489,710 $33,497,510 $25,694,334
Administration Expense $1,006,455 $869,727 $768,252
Fundraising Expense $19,290 $14,642 $11,886
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.03 1.02 1.00
Program Expense/Total Expenses 98% 97% 97%
Fundraising Expense/Contributed Revenue 2% 3% 0%

Prior Three Years Assets and Liabilities

Fiscal Year 2013 2012 2011
Total Assets $11,651,138 $9,060,206 $10,216,024
Current Assets $6,184,145 $4,382,747 $6,022,891
Long-Term Liabilities $1,655,701 $1,122,899 $1,167,718
Current Liabilities $2,981,903 $2,465,193 $4,225,414
Total Net Assets $7,013,534 $5,472,114 $4,822,892

Prior Three Years Top Three Funding Sources

Fiscal Year 2013 2012 2011
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 2013 2012 2011
Current Ratio: Current Assets/Current Liabilities 2.07 1.78 1.43

Long Term Solvency

Fiscal Year 2013 2012 2011
Long-term Liabilities/Total Assets 14% 12% 11%

CEO/Executive Director/Board Comments

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Foundation Comments

Financial summary data in the charts and graphs above is per the organization's audited financials.

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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