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Phat Free Nation Inc. (Optimum Health Solution)

 337 Newton Street, Unit 4
 Waltham, MA 02453
[P] (781) 899-6664
[F] --
www.optimumhealthsolution.org
betsy.bragg6@gmail.com
Betsy Bragg
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INCORPORATED: 2007
 Printable Profile (Summary / Full)
EIN 03-0555281

LAST UPDATED: 11/23/2015
Organization DBA Optimum Health Solution
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

Mission StatementMORE »

To prevent obesity, chronic disease and malnutrition, especially in children, through the education and advocacy of healthy living.

Mission Statement

To prevent obesity, chronic disease and malnutrition, especially in children, through the education and advocacy of healthy living.

FinancialsMORE »

Fiscal Year Jan 01, 2014 to Dec 31, 2014
Projected Income $43,650.00
Projected Expense $33,000.00

ProgramsMORE »

  • Eat to Thrive
  • Real Kids Real Food

Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

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


Overview

Mission Statement

To prevent obesity, chronic disease and malnutrition, especially in children, through the education and advocacy of healthy living.

Background Statement

 Phat Free Nation, Inc., dba Optimum Health Solution, was founded in 2005 by Drew Boecher and Leto Papadopoulos with the combined objective of preventing childhood obesity and under-nutrition by the year 2020. Their approach was to hold 26 educational and fundraising events in the U.S. and Canada that would support educational initiatives designed to expand alkalinity, childhood exercise and other activities consistent with preventing childhood obesity. 

Impact Statement

2015 Accomplishments

1. In addition to the Real Kids Real Food afterschool program at Mystic Public Housing in its third year, introduced Real Kids Real Food afterschool program to Somerville Public School. Elementary school curriculum incorporates growing plants, harvesting, hands-on involvement in preparing plant-based recipes, and the Presidential Challenge Fitness program.
2. Held two 10-week Eat to Thrive classes for adults. The curriculum helps adults to lead healthy lifestyles through an understanding of what we put in, on and around our bodies as well as what we eliminate from our bodies. We also examine the mind-body relationship. Classes are fully interactive and include weekly five-course meals, videos, meditation techniques for centering, hands-on demonstrations, and guest speakers.
3. Hosted Dinner-Speaker events and Expo to educate the public on the relationship of healthy eating to overall health.
4. Hired an interim director to assist with growing the program to other areas of Massachusetts.
5. Produced the 8th edition of the Eat to Thrive 400-page manual; and the Real Kids Real Food recipe book. 
 
Goals for 2016
1. To expand Real Kids Real Food to other inner city after school programs in Massachusetts.
2. To launch a Train the Trainers program so that Real Kids Real Food and Eat to Thrive can be taught in other locations.
3. To collaborate with the Hippocrates Health Education program in West Palm Beach, FL to help their graduates launch Real Kids Real Food in their communities, especially in inner cities.
To increase public education.
4.  To develop an Eat to Thrive webinar. 
5. To advocate labeling laws, reduce GMOS, and subsidize plant farming.

Needs Statement

Financial need.

1. To help provide funding for the schools to support Real Kids Real Food.  Currently the program is incorporated into an afterschool program. The cost of food and hiring a teacher generally exceeds $2000 per 10-week session.
2. Funds for marketing/advertising. The Eat to Thrive class has grown through word of mouth. To grow into other areas, we need capital to advertise and promote the program.
 3. To create an Eat to Thrive webinar.
 

CEO Statement

 
The uniqueness of the organization is its structure. It is our long-range vision to offer programming through our Eat to Thrive course that will not only teach adults how to live a healthy lifestyle, but it will also train them, if they are interested, to teach sections of our Real Kids Real Food course and the Eat to Thrive course. We see this as a win-win where the adults are learning to live a healthier life and then teaching the children to do the same, changing one person at a time.
 

Board Chair Statement

Almost all chronic diseases are created by diet and life-style. I believe prevention is the solution. That starts with educating our children. “Real Kids Real Food” is designed for this purpose. One startling fact is that changing what we eat has the biggest effect on our environment. So, not only are we preventing disease, but we are healing the planet. Through hands-on learning, growing, harvesting and preparing their own fruits and vegetables, our “Real Kids” enjoy eating “Real Food”. We make a difference one child at a time.

The success of our organization has been in enrolling different after-school programs. As a result, children and their parents are making the connection of how they eat affects their health and how they feel and think.

Now, kids can know that when they're sick they have the power to make a change. They know that there are simple principles for health that they can follow and that there are natural cures for a lot of our sicknesses. They’ve learned where diseases come from. This is the biggest thing we can do for our health for ourselves and for our country.

Children have the ability to overcome and prevent many modern illnesses prevalent today. Our challenge as a nonprofit is how to increase our reach to more children and their parents. In the future, we want follow-up, especially with children who have dire health challenges to see that with this change in diet their challenges melt away. In the future we want more YouTube presence. There are a lot of ways that we could get our message out. I feel we have just started to do this, but we will continue to it do with your support.


Geographic Area Served

STATEWIDE
GREATER BOSTON REGION, MA

 Currently, the Eat to Thrive program is held in Arlington, Ma. However, because of the course's uniqueness, students have traveled over an hour to attend. The Real Kids Real Food Program is offered in Somerville, Ma. Our goal is to extend our geographic area and offer sections of both classes throughout Massachusetts and via webinar beyond the Commonwealth.

Organization Categories

  1. Food, Agriculture & Nutrition - Nutrition
  2. Health Care - Health Support
  3. Education -

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

No

Programs

Eat to Thrive

Eat to Thrive: 10 weeks to Life Long Healthy Habits and Healthy Living
 
The program is based on the Hippocrates Health Institute curriculum and takes a holistic approach to wellness. The course is taught by an Hippocrates Health Institute health educator who uses a wide range of teaching methodologies including hands-on food demonstration, videos, 27 take-home DVDs, Powerpoint presentations, weekly guest speakers and one-on-one counseling to help students understand detoxification, mindfulness and how the food they eat impacts their overall health. Topics related to digestion, elimination, the benefits of a raw food diet are examined over wholesome five-course meals. Centering techniques and spiritual/psychological concerns are also discussed as they play an important role in the mind-body connection.
Budget  $2,500.00
Category  Food, Agriculture & Nutrition, General/Other Nutrition
Population Served Adults Adolescents Only (13-19 years) Families
Program Short-Term Success 
85% of our students report staying on a plant-based diet after graduation. Among that population, many graduates express interest in serving as health coaches and serving as Eat to Thrive teachers as a means of giving back. The lifestyle changes for many of our students has been remarkable.
Program Long-Term Success 
The ultimate change we'd like to see is that people lead healthier, happier lives. We believe that a change in eating habits to a plant-based diet will, ultimately, lead to lower health care costs and an improved environment.
Program Success Monitored By 
We follow up with evaluations and phone calls.
Examples of Program Success 
Many students take the course a second and third time. Some students have used Eat to Thrive as a springboard to other health-related careers. Students who come to us because they are sick, report that the raw food diet and lessons on digestion and elimination have helped alleviate some of their issues.

Real Kids Real Food

Real Kids Real Food
 
An afterschool course designed for elementary- and middle school-age children to help prevent obesity, malnutrition and other chronic illnesses. Thirty lesson plans rotate throughout the school year that focus on eating and preparing healthy plant-based foods, growing plants from seed, understanding GMOs and learning how to read labels. The course is a mix of physical exercise (based on the Presidential Challenge Fitness Test, hands-on food demonstrations, eating whole foods, and participating in discussions based on their learning.
Budget  $2,400.00
Category  Food, Agriculture & Nutrition, General/Other
Population Served Children Only (5 - 14 years) At-Risk Populations Poor,Economically Disadvantaged,Indigent
Program Short-Term Success   The Somerville public school has just requested that we offer a second section of Real Kids Real Food for the January 2016 term. While this is not a major success, it does make us feel that we will be able to reach double the amount of students this year. 
Program Long-Term Success  The ideal change that would result from this program is a population of children who make healthy choices with the food they eat. To see a reduction in the number of children who deal with medical issues such as obesity, pre-diabetes, and other chronic illnesses is our greatest goal.
Program Success Monitored By 
Program success is monitored through evaluations by the parents as well as the afterschool coordinator. It matters too that the child enjoyed the course, and that is generally evident when he/she asks to come back to the program for the next term. 
Examples of Program Success  At a recent Real Kids Real Food class, a student was observed talking to a friend who was signed up for another afterschool program held next door to our classroom. The friend was munching on a bag of pretzels. Our 3rd grader asked, "Do you know you are eating a bag of GMOs?"

CEO/Executive Director/Board Comments

 Eat to Thrive Program:

Challenge: There is a lot of competition for wellness based programs in the for-profit community.
 Opportunity: The fact that the tuition for the Eat to Thrive Program supports the Real Kids Real Food Program is a selling point. Students say they choose Eat to Thrive because they feel good that the money they are spending is going to support children. 
Challenge: One teacher has been leading Eat to Thrive. How do we expand the program and make it sustainable?
Opportunity: By offering a Train the Trainers program within the Eat to Thrive course, students can take the course for a second time (or third as is sometimes the case) and, by paying an additional fee, gain the training necessary to teach a section of Eat to Thrive. This is a win-win for the organization as it also provides additional income.
 
Real Kids Real Food
 
Challenge: Locating a school or afterschool organization that can support the program.
Opportunity: To be able to support the program financially, through tuition from Eat to Thrive, would make the program more appealing to low-income area schools with little funding for this type of program
Challenge: Finding schools that are able to provide the space for the program needs. Currently, there is no dedicated space in Somerville for the program. The teacher must carry large bulky items such as blenders, food, and cooking equipment. Opportunities: Fundraising for a dedicated space and/or garden would establish the program as a permanent part of the school program.

Management


CEO/Executive Director Ms. Betsy Bragg
CEO Term Start Sept 2008
CEO Email betsy.bragg6@gmail.com
CEO Experience Betsy Bragg holds an MeD from Stanford University, an MA from Boston University and has 48 years of teaching experience from pre-school through college in elementary and secondary English and Social Studies, English as a Second Language, and Special Education. She is also a certified Hippocrates Health Educator.
Co-CEO Ms. Carolyn Monica Montalto
Co-CEO Term Start Oct 2015
Co-CEO Email carolynmontalto@gmail.com
Co-CEO Experience Carolyn Montalto previously served as the Executive Director of The Walker Center for Ecumenical Exchange, a retreat center and B&B in Newton, MA. Carolyn led all aspects of the nonprofit organization and built the revenue through word-of-mouth referrals and exceptional customer service. Prior to that, she served as marketing director for both Northeastern University and Boston University.

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

Collaborations include: Hippocrates Health Institute, Ecopolitan, Somerville Health Foundations, Somerville Food Security Coalition, Mystic Learning Center, Somerville Public Schools-Sommerville Community Schools, Organic Living Superfoods, Tong Ren Academy, Vibrant Health News, Companion Animal Protection Society, Creative Seminars, Fulani's Kitchen Table, Good Health Natural Foods, Holistic Healing Center, Jublia, K Regnati LLC, Lees on Life, Life Force Growers, Red Lentil, Respiratology, South West Body Spa, Superhealthy Children, The Village Feat, The Welcome Project, We Grow Microgreens LLC, Polaris E-vantage Bikes, Metta Bowl Restaurant (London, U.K.), Veridian, Ava Anderson Non-Toxic (skin care).

CEO/Executive Director/Board Comments

Our organization has been, to this point, volunteer-run. As Executive Director, I have not taken a salary, running totally on passion and dedication. We are at the point where it is clear that we can grow this organization and that we need to do a lot of groundwork. We have hired a part-time interim executive director to help us to lay that groundwork and then build from there. There are both challenges and opportunities in this.
Challenges: To find the time to juggle the building blocks while still moving forward with our programs. To continue to rely on volunteers for help and support.
Opportunities: To build a strong infrastructure; to increase revenue to hire more staff. 
 
 

Foundation Comments

--

Staff Information

Number of Full Time Staff 1
Number of Part Time Staff 1
Number of Volunteers 4
Number of Contract Staff 2
Staff Retention Rate % --

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 2
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 2
Male: 0
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 Under Development
Business Continuity of Operations Plan No
Organization Policies And Procedures Under Development
Nondiscrimination Policy Under Development
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
State Charitable Solicitations Permit No
State Registration --

Risk Management Provisions

--

Reporting and Evaluations

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

Governance


Board Chair Mr. Thomas Kendall Lindsley
Board Chair Company Affiliation Tom Sawyer Inc.; construction
Board Chair Term Jan 2008 - Jan 2020
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Ms. Florence Bergmann Mystic Learning Center Director Voting
Ms. Betsy Bragg Optimum Health Solution Voting
Dr. Brian Clement Director of the Hippocrates Health Institute Voting
Ms. Jasmine Hsu OP Jindal Global University Voting
Mr. Thomas Kendall Lindsley Community Volunteer Voting
Mr. Joseph Fallon Lucier Healing Without Borders, LLC, CEO Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
Mr. Brian Axelroad Jubali Juices, co-owner --
Ms. Kathy Barrows Independent Insurance Consultant NonVoting
Ms. Theresa Drum Training Consultant NonVoting
Ms. Celia Elinson Hippocrates Health Institute Staff NonVoting
Mr. Mark Gorman Community Volunteer --
Ms. Marni Grossman Lydian Center Board Chair NonVoting
Mr. Bruce Namenson Organic Living Superfoods, co-CEO --
Ms. C.J. Wong Merrimack College Faculty NonVoting

Board Demographics

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

Board Information

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

Standing Committees

  • Advisory Board / Advisory Council

CEO/Executive Director/Board Comments

 Our organization has two major challenges. One is staff time to market the programs beyond the Boston area, and the second is the funding it takes to promote and market the programs. We have relied on volunteers and student interns for assistance, but prepping for a food class, carrying heavy equipment, and the one-on-one counseling of students is time consuming.
 
While time and money explain why we have not been able to focus on growing the programs, we are happy to announce that we have hired a part-time interim executive director who will be able to focus on program development, expansion, and marketing. We feel that the time is right to launch the programs, as the interest in health, in wellness, in eliminating childhood obesity, and in the value of a plant-based diet is spot on to the work we are doing. You could say, then, that a major opportunity for our organization is that our programs are very timely.

Foundation Comments

--

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Fiscal Year Jan 01, 2014 to Dec 31, 2014
Projected Income $43,650.00
Projected Expense $33,000.00
Form 990s

2014 Form 990

2013 Form 990

2012 Form 990

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2014 2013 2012
Total Revenue $40,520 $49,662 $36,678
Total Expenses $38,033 $22,082 $29,239

Prior Three Years Revenue Sources

Fiscal Year 2014 2013 2012
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $20,842 $24,388 $11,307
Indirect Public Support -- -- --
Earned Revenue $19,678 $25,274 $25,371
Investment Income, Net of Losses -- -- --
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Fiscal Year 2014 2013 2012
Program Expense $29,961 $10,041 $9,435
Administration Expense $6,416 $5,831 $11,749
Fundraising Expense $1,656 $6,210 $8,055
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.07 2.25 1.25
Program Expense/Total Expenses 79% 45% 32%
Fundraising Expense/Contributed Revenue 8% 25% 71%

Prior Three Years Assets and Liabilities

Fiscal Year 2014 2013 2012
Total Assets $21,751 $19,264 $121
Current Assets $21,751 $19,264 $61
Long-Term Liabilities $0 $0 $0
Current Liabilities $0 $0 $8,437
Total Net Assets $21,751 $19,264 $-8,316

Prior Three Years Top Three Funding Sources

Fiscal Year 2014 2013 2012
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value --
Spending Policy 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 2014 2013 2012
Current Ratio: Current Assets/Current Liabilities -- -- 0.01

Long Term Solvency

Fiscal Year 2014 2013 2012
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments

This organization has been run on a shoestring, with donations from board members and a recent grant from Ebay, Somerville Health Foundation, and the Indigogo campaign. As it is our desire to grow the organization beyond the classes we currently hold, we believe that the funds for Eat to Thrive will support the Real Kids Real Food Program. 

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. Please note, administrative and fundraising expense detail are per the 990 Schedule O's for FY14, FY13 and FY12.

Documents


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?

Our ultimate goal is to prevent obesity, chronic disease, and malnutrition especially in children through education and advocacy of healthy living. Providing hands on education to children and their families about proper nutrition, food preparation, and exercise facilitates an understanding of the importance of these activities toward their health.
 
Short-term Goals--over the next three years
1. To expand Eat to Thrive courses beyond the Boston area. At present, the focus is on Worcester, Fitchburg, and Brockton areas.  Our approach to this is to build the Boston course as a strong working model, identify effective marketing strategies, research venues, gain local support through sponsorships, and create partnerships with the schools so that the Real Kids Real Food program can be introduced.
2.  To establish a Train the Trainers program so that teachers are well prepared to implement the approved curriculum.
3. To introduce Real Kids Real Food to other school systems. 
4. To implement an analysis methodology for the long-term effectiveness of both programs on individuals. Are they staying with the program once it is over? Are the programs making a difference in individuals who take the course and, how is it, from a broader perspective, impacting the class at large?
5. Connect with local area universities to offer the course for CEUs 
 
 Long-term 5 year goals.
1. To hold Eat to Thrive and Real Kids Real Food classes in all low-income areas of Massachusetts.
2. To hold solid partnerships with healthy-food organizations, local fresh food purveyors and farmers.
3. To have implemented an analysis system and/or conducted independent research that proves the effectiveness of these programs on both the adult and child populations.
 
 

2. What are your strategies for making this happen?

 In the past, word of mouth advertising and referrals through past students and other sources, including the Hippocrates Health Institute in Florida, have populated the Eat to Thrive class. While we will depend on those referrals for marketing the programs outside of the Boston area, we will implement a more expansive marketing plan that includes:
Mixed media advertising to selected groups within our targeted reach
Increased presence on social media
Partnerships with local area schools, plant-based food purveyors
Local area networking with like-minded groups and organizations
Connections with local area doctors and health providers
Free lectures and presentations
 
Marketing is key to populating the Eat to Thrive course. We are confident that our unique selling point--that the tuition for Eat to Thrive supports the Real Kids Real Food program--will differentiate our program from other similar for-profit programs.
 
 

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

Our core assets include
1) Executive Director, Betsy Bragg, has had a long, successful career in teaching. Her ability to construct a curricula and her reputation for training teachers in the Socratic method create the foundation of the organization and have been the reason for the success of the Boston-based Eat to Thrive and Real Kids Real Foods programs.
2. Interim Executive Director, Carolyn Montalto, has a background in marketing and strategic planning in higher education. She most recently served as the Executive Director of The Walker Center for Ecumenical Exchange where she turned the organization into a thriving business through customer service, networking, marketing, and relationship building.
3. Full support and referral from Brian Clement, director of the Hippocrates Health Institute, who serves on the board of directors. As the Eat to Thrive course is based on the Hippocrates approach to wellness, Brian refers all of his New England patients to OHS.
4. A strong database of satisfied students who want to support OHS.
5. A passionate board of directors, ready and willing to lend financial and hands-on support.
6. External relationships include doctors, authors, and health care advocates.
7. Academic partnerships with local colleges that provide student internships. 
 
 

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

As a small organization, our assessment tools have to date been basic. We have assessed our progress through 1) number of enrollments in the Eat to Thrive class; 2) the implementation of surveys at the end of the class; 3) follow-up with students on their progress in terms of staying on the course of healthy eating; 4) the number of students enrolled in Real Kids Real Food; 5) the parents' response to the curriculum and what/how their children are learning; 6) the analysis of our financials--what does it cost us to hold a program; what is our break-even point; what is our ROI.
 

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

We are at the point where we know that we have the ability to grow, and to help us do it, we have just hired an interim Executive Director who has been tasked with examining how the organization has been run to date and to make recommendations that will meet our short- and long-term goals.
We are aware that we have needed more support in 1) creating a strategic plan that includes business development and marketing and 2) fundraising. While we have had years of success running the Eat to Thrive course and in placing the Real Kids Real Food program in the Somerville public schools; while we have a database of over 5000 names for potential fundraising; while we have doctors and other experts in the field who support us; while we have the confidence that our model of one program supporting another; we have not been able to grow beyond the single courses. It is our intent to do this in 2016.