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Beverly Bootstraps

 35 Park Street
 Beverly, MA 01915
[P] (978) 927-1561 x 118
[F] (978) 927-1553
http://www.beverlybootstraps.org
hjohnston@beverlybootstraps.org
Heather Johnston
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INCORPORATED: 1994
 Printable Profile (Summary / Full)
EIN 04-3254507

LAST UPDATED: 02/23/2017
Organization DBA Beverly Bootstraps Community Services
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

Mission StatementMORE »

Beverly Bootstraps provides critical resources to families and individuals so they may achieve self-sufficiency. We offer emergency and long-term assistance including: access to food, housing stability, adult and youth education, counseling and advocacy. We are community funded and supported.

 

Mission Statement

Beverly Bootstraps provides critical resources to families and individuals so they may achieve self-sufficiency. We offer emergency and long-term assistance including: access to food, housing stability, adult and youth education, counseling and advocacy. We are community funded and supported.

 


FinancialsMORE »

Fiscal Year July 01, 2016 to June 30, 2017
Projected Income $2,418,500.00
Projected Expense $2,549,494.00

ProgramsMORE »

  • Adult Education
  • Case Management
  • Food Assistance
  • Youth & Family

Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

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


Overview

Mission Statement

Beverly Bootstraps provides critical resources to families and individuals so they may achieve self-sufficiency. We offer emergency and long-term assistance including: access to food, housing stability, adult and youth education, counseling and advocacy. We are community funded and supported.

 


Background Statement

Beverly Bootstraps is a leading social service agency on the North Shore that started as a Food Pantry in a downtown Beverly church in 1992; incorporated as Beverly Bootstraps Food Pantry in 1994; and secured IRS 501 (c) (3) status in 1995. In 2008, the agency purchased a commercial building at 371 Cabot Street for its consolidated operations and hired its first non-founding Executive Director. In spring of 2016 we moved to our new home at 35 Park Street. 
 
In FY2016, we served 4,132 individuals and families, most from Beverly and neighboring Manchester.  
 
During this time, 10% of the population of Beverly came through our doors for some form of assistance.
 
 

Impact Statement

Beverly Bootstraps continues to annually serve 10% of the Beverly population. Through our many programs, we help our clients reach stability and self-sustainability. In FY2016, our agency served 4,132 individuals, including 1,567 helped by our case managers and 2,522 who visited our food pantry.

The need in our community is ever present and increasing as evidenced by the 261 new clients that came to the Food Pantry this year. All told, we distributed over 344,474 pounds (over 170 tons) of food between our Food Pantry and Mobile Market program. We also provided over 8,450 pouns of food to local families with children through our Summer Food Program.

We provide adult education to increase our clients’ skills and, therefore, their earning potential. In FY2016, we had 166 students enrolled in our ESOL (English for Speakers of Other Languages) class. We also had 20 students pass their HiSET exam, with another 92 still in the process of studying.

A strong education leads to successful adults and we encourage and help our children succeed through our Youth and Family programs. We have 22 elementary, and middle school age children enrolled in our Afterschool Homework Clubs where they get help with their homework, tutoring, and enrichment programs. We also distributed 644 backpacks filled with new school supplies so these children would be set up for success with the proper tools.

Our holiday programs support our clients through what could otherwise be a very stressful time of year. This year we gave out turkeys and fixin's to over 500 families so that they could enjoy a Thanksgiving dinner. We also provided 677 children with holiday gifts through our Adopt-a-Family program.

We are community funded and supported and depend on partnerships with the local community and businesses to be able to support those in need. Unlike many communities, residents of Beverly and Manchester-by-the-Sea know they have a place to turn to in emergency situations or when they can’t quite make ends meet.


Needs Statement

1. Financial support of on-going programs: Food Assistance, Case Management, Adult Education and Youth and Family programs. We are community supported and funded and rely on the generosity of our community for general operating funds as well as specific projects.

2. In-kind donations of food (Please no glass containers or expired food), seasonal items, and items to be sold at the Thrift Shop.

3. Community members who are interested in volunteering in any of our programs or Board of Directors. Last year volunteers contributed over 15,000 hours.


CEO Statement

2017 marks a milestone for Beverly Bootstraps as we celebrate our 25th anniversary. We are proud to have served those in need in this community for 25 years and to have grown from a small space in the basement of the First Baptist Church to a 23,000+ square foot facility that houses our services, support functions, and our Thrift Shop. Unfortunately the need that emerged after the Great Recession still continues with rising housing costs and flat incomes squeezing more and more households. Fortunately, we are able to offer our help because of the support and funding from this community.

Last year was a time of change for Beverly Bootstraps. We moved into our new facility and adjusted our programs based on the needs of our clients and the opportunities of our new space. We started a new “choice” model in the food pantry, allowing clients the dignity of choosing the items that they want and will use instead of giving them a pre-filled bag of staples. The holiday programs flowed much more smoothly because we have space that accommodates multiple programs running at the same time. The Thanksgiving dinner program happened at the same time as regular Food Pantry distribution and both were seamless. Importantly, we no longer need to suspend our education programs in favor of completing the holiday gift giving program. All our vital programs can run at the same time.

Now that we are settled in, we can look to the future. This move into our new building was one of the last items in our strategic plan. We are concluding the last bits of the identified work and we are in the process of developing the next five-year strategic plan. We are continually accessing the needs of the community to determine how we can make a difference and we look forward to serving the community for many more years


Board Chair Statement

I am so proud to have been named the President of the Board of Directors this year. I started with Beverly Bootstraps several years ago as a volunteer in the Food Pantry and got to see first-hand the wonderful work the agency does. I was so moved by the people we helped and their bravery in the face of adversity that I joined the Board to help steer the agency to continued success.

I look forward to working closely with the staff to guide the agency through the next few years. Together, we will be working on the next phase of development to ensure we continue to meet the needs of the community. The new strategic plan will be developed with the goals of continued sustainability and responsible stewardship of funds.


Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Northeast Massachusetts Region
Beverly and Manchester-by-the Sea, MA.  Surrounding towns on a case-by-case basis and/or program-by-program basis.

Organization Categories

  1. Human Services - Emergency Assistance (Food, Clothing, Cash)
  2. Food, Agriculture & Nutrition - Food Banks, Food Pantries
  3. Youth Development - Youth Development Programs

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

No

Programs

Adult Education

The adult education classes at Beverly Bootstraps assists unemployed, underemployed and those in need of furthering their education to obtain employment or increase wages.

The Career and College Readiness program provides clients with the tools necessary for employment. The program offers individualized tutoring and access to computers to help students enter the work force. 
 
The HiSET test preparation, English language classes and literacy tutoring are often the first opportunity our clients have in obtaining the skills necessary to achieve self-sufficiency. 
  
Clients utilizing adult education classes are referred to our food pantry,case management and youth and family programs to assist them in overcoming the root causes and inter-connected issues of food insecurity, financial instability and shortfalls in education and job skills.  
 
 
Budget  $149,952.00
Category  Human Services, General/Other
Population Served Poor,Economically Disadvantaged,Indigent Unemployed, Underemployed, Dislocated At-Risk Populations
Program Short-Term Success     
Program Long-Term Success     
Program Success Monitored By     
Examples of Program Success     

Case Management

Our Case Management team provides resources and referrals for individuals and families who are at risk of homelessness. The primary goal is to stabilize families by helping them maintain their current housing and to provide support and access to clothing and goods. Financial support is available on a case by case basis for rent, heat and utilities. 

Additionally, case managers assist clients in signing up for SNAP benefits, DTA, Mass Health benefits and creating a personalized
plan for each client to help them establish self-sufficiency.
 

Clients utilizing case management services are referred to our food pantry, adult education classes and youth and family programs to assist them in overcoming the root causes and inter-connected issues of food insecurity, financial instability and shortfalls in education and job skills.



During FY2016, our Case Management team worked with
1,567 individuals; 311 of them were new clients in need of help.
 
 
Budget  $218,974.00
Category  Human Services, General/Other Case Management
Population Served Poor,Economically Disadvantaged,Indigent Unemployed, Underemployed, Dislocated At-Risk Populations
Program Short-Term Success     
Program Long-Term Success     
Program Success Monitored By     
Examples of Program Success     

Food Assistance

The Food Assistance programs at Beverly Bootstraps includes our Food Pantry, Mobile Market, and Summer Food Program. 

Food Pantry - We provide over 1000 items of food daily to Beverly & Manchester residents once every 14 days. Food delivery service is available to home bound clients.

Summer Food Program - Families with children are able to visit the Food Pantry weekly in the summer months to provide additional food to children who otherwise might go without enough food when school is out.
 
Mobile Market - This free farmer's market provides eligible households with fresh fruit and vegetables.
 
Clients utilizing the food assistance programs are referred to our case management team, adult education classes and youth and family programs to assist them in overcoming the root causes and inter-connected issues of food insecurity, financial instability and shortfalls in education and job skills. 
 
Budget  $807,668.00
Category  Food, Agriculture & Nutrition, General/Other Food
Population Served Poor,Economically Disadvantaged,Indigent Unemployed, Underemployed, Dislocated At-Risk Populations
Program Short-Term Success     
Program Long-Term Success     
Program Success Monitored By     
Examples of Program Success     

Youth & Family

The youth and family programs at Beverly Bootstraps provide important mentoring and support services to those needing academic support.  The after-school programs allow kids to receive tutoring, enjoy a nutritious snack, and connect with one another in a safe and relaxed setting. We also offer an on-site library, school supplies to start of the academic year, opportunities for summer camp, and a holiday gift program for families.  
 
Clients utilizing youth and family programs are referred to our food pantry, case management and adult education classes to assist them in overcoming the root causes and inter-connected issues of food insecurity, financial instability and shortfalls in education and job skills.  
Budget  $341,504.00
Category  Human Services, General/Other Children & Youth Services
Population Served Poor,Economically Disadvantaged,Indigent Unemployed, Underemployed, Dislocated At-Risk Populations
Program Short-Term Success     
Program Long-Term Success     
Program Success Monitored By     
Examples of Program Success     

CEO/Executive Director/Board Comments

Beverly Bootstraps recognizes the critical importance of evaluating the impact and outcomes throughout all of our programs. Beverly Bootstraps has a successful track record and monitors key performance indicators including program service utilization and outcomes to continuously improve upon program success. An Outcomes Committee has been working to develop the methodology to measure more accurately specific outcomes of our programs on a long-term basis. In addition, we have now been working with Apricot Outcomes Achievement software for over a year.  This database has greatly increased our data collection capabilities and ability to measure and communicate outcomes more efficiently.

Management


CEO/Executive Director Mrs. Sue Gabriel
CEO Term Start July 2008
CEO Email sgabriel@beverlybootstraps.org
CEO Experience

As Executive Director, Sue is committed to the vital role that Beverly Bootstraps serves within the community. She works closely with the Board and the staff to develop and implement strategic growth and maintain the fiscal health of the organization. Sue also takes the lead in advocating policy issues that relate to the mission of the organization.

Sue's path to the helm of Beverly Bootstraps includes over 20 years of experience, mostly in the non-profit sector. Since 2008, Sue has helped grow Beverly Bootstraps from a grass-roots organization to a mid-sized non-profit. Under her leadership, the organization has grown over 30% in clients served, revenue and number of staff and volunteers.

Sue's career experience includes much in the way of initiative and leadership. She has been the sole proprietor of Marketing Success, Director of Development for Beverly School for the Deaf and Director of Tourism for Thoroughbred Country in South Carolina. This varied experience prepared her for the complexity of leading a community organization.

Sue holds a B.A. in English/Communications with a Business Minor and frequently participates in business learning opportunities and training. Sue resides in Beverly, MA with her husband and three children. She is a member of the Beverly Rotary Club and St. Peter's Church and is involved in many aspects of the community through her work and family.

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

Former CEOs and Terms

Name Start End
Mr. Tom Giddford Jan 1992 July 2008

Senior Staff

Name Title Experience/Biography
Mrs. Heather Johnston Director of Donor Relations
As Director of Donor Relations, Heather oversees all fundraising efforts, marketing/communications and volunteer activities.

Over the last 18 years, Heather has held various leadership roles in Development/Donor Relations for Easter Seals NH, Wide Horizons for Children and Anna Jaques Hospital. In addition, Heather has been actively involved in a variety of leadership roles, including President of the New England Association of Healthcare Philanthropy and has been on the national board of the Association for Healthcare Philanthropy. Heather has also been actively involved as a board member for the Greater Beverly YMCA and currently volunteers at the North Beverly Elementary School.

Heather holds a B.S. in Business with an Economics/Finance Minor. Heather resides in Beverly, MA with her husband and two daughters.

Awards

Award Awarding Organization Year
Top-rated Nonprofit Great Nonprofits 2016
Non-Profit of the Year Essex County Community Foundation 2015
Non-Profit of the Year Greater Beverly Chamber of Commerce 2013
Senator Fredrick E. Berry Community Service Award North Shore Community Action Program 2012

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? Yes
Name of state association Massachusetts Nonprofit Network

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

The following represents a current list of partner
agencies/groups.

Apple Village

Be Healthy Beverly
 
Beverly Hospital, a Member of Lahey Health 

Beverly Housing Authority

Beverly Public Schools

Beverly Recreation Department

Beverly Resource Group
Cape Ann Resource Exchange (CARE) Network

Fort Beverly

North Shore Adult Education Partnership (NSAEP) 

North Shore Hunger Network

North Shore Volunteer Resource Group

North Shore Community Action

Turtle Creek/Turtle Woods 
 
 
 
 

CEO/Executive Director/Board Comments

D

Foundation Comments

--

Staff Information

Number of Full Time Staff 17
Number of Part Time Staff 19
Number of Volunteers 251
Number of Contract Staff 1
Staff Retention Rate % 93%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 34
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 2
Other (if specified): mixed race
Gender Female: 28
Male: 8
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers 5
Management Succession Plan Yes
Business Continuity of Operations Plan No
Organization Policies And Procedures Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit Yes
State Registration Exempt

Risk Management Provisions

--

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 Mr. Mark A. Paluzzi
Board Chair Company Affiliation Citizens Financial Group, Inc.
Board Chair Term Jan 2017 - Jan 2019
Board Co-Chair Mr. Mark Munoz
Board Co-Chair Company Affiliation Jan Pro Cleaning Systems of MA
Board Co-Chair Term Jan 2017 - Jan 2019

Board Members

Name Company Affiliations Status
Mr. Edward Cahill Eagle Strategies, LLC Voting
Mr. Laurence Chase The Fitzie Foundation Voting
Mr. Steven Cohen Retired Voting
Mr. Gary Cowles Retired Voting
Ms. Sarah Creighton Manchester Master Planning Committee Voting
Mr. Stephen Curran Beverly National Bank Voting
Mrs. Melissa Dane Brookwood School Parent's Association Voting
Ms. Joey Gustafson JM Consulting, Inc. Voting
Mr. Peter Johnson Retired Voting
Mr. Jeremy McElwain Keller Williams Realty Voting
Mrs. Mimi McFadden SchoolWorks, LLC Voting
Mr. Mark Munoz Jan Pro Cleaning Systems of MA Voting
Ms. Bernadette Orr NeighborWorks America Voting
Mr. Mark Paluzzi Citizens Bank & Trust Voting
Mrs. Lori Panicali Forever 21 Voting
Mr. Jeffrey Roberts Nutter, McClennen & Fish, LLP Voting
Mr. James Tallo Retired Voting
Mr. Joseph Trainor Boston Hill Advisors Voting
Ms. Sarah Willwerth-Dyer Anthony & Dodge, PC 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: 18
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 1
Other (if specified): mixed race
Gender Female: 7
Male: 12
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 75%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 94%
Percentage of In-Kind Contributions 31%
Constituency Includes Client Representation No

Standing Committees

  • Board Governance
  • Executive
  • Finance
  • Personnel
  • Program / Program Planning
  • Resource Development

CEO/Executive Director/Board Comments

Beverly Bootstraps has undergone an impressive transformation from a grass-roots organization working out of the basement of a church to a lead social services agency within the community. In this time, the Board of Directors has transitioned from a hands-on, working Board to more oversight and strategy driven Board. This Board is committed to updating By-Laws, focusing on Board procedures and putting new governance structures in place to ensure the well-being of the organization. The commitment is so deliberate that it appears in the strategic plan.

Foundation Comments

--

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $2,718,364 $4,910,921 $2,355,432
Total Expenses $2,857,045 $2,516,545 $2,219,282

Prior Three Years Revenue Sources

Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
-- -- $218,188
Government Contributions $10,495 $8,000 $9,300
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $10,495 $8,000 $9,300
Individual Contributions $1,132,811 $3,542,771 $925,656
Indirect Public Support -- -- --
Earned Revenue $672,651 $773,730 $639,200
Investment Income, Net of Losses $2,590 $3,094 $2,832
Membership Dues -- -- --
Special Events $197,730 $44,503 $88,926
Revenue In-Kind $695,881 $511,823 $470,208
Other $6,206 $27,000 $1,122

Prior Three Years Expense Allocations

Fiscal Year 2016 2015 2014
Program Expense $2,161,077 $1,829,243 $1,712,329
Administration Expense $118,322 $155,741 $67,871
Fundraising Expense $577,646 $531,561 $439,082
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.95 1.95 1.06
Program Expense/Total Expenses 76% 73% 77%
Fundraising Expense/Contributed Revenue 43% 15% 35%

Prior Three Years Assets and Liabilities

Fiscal Year 2016 2015 2014
Total Assets $5,953,316 $4,943,586 $1,988,539
Current Assets $1,191,717 $1,545,808 $1,024,353
Long-Term Liabilities $2,177,210 $643,104 $284,582
Current Liabilities $126,187 $511,882 $309,733
Total Net Assets $3,649,919 $3,788,600 $1,394,224

Prior Three Years Top Three Funding Sources

Fiscal Year 2016 2015 2014
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 Yes
Reserve Fund Yes
How many months does reserve cover? 3.00

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? No

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 9.44 3.02 3.31

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 37% 13% 14%

CEO/Executive Director/Board Comments

FY16 was a year full of changes. Construction on the 198 Rantoul/35 Park Street building lasted longer and was more involved than anticipated which affected Thrift Shop sales. In addition, our annual campaign revenues were slightly lower than predicted. The organization has a line of credit that will cover the organization's cash flow and there is stability in the organization's balance sheet.

 FY17 will be a tight year as the organization normalizes following a major capital project and move into its new building. While the operating budget follows GAAP accounting and must show a sizable deficit, $72,000 will be used from the organization's capital account to cover the interest payments on the building loan, in addition to covering the principal payments, total monthly payment is currently $10,500/month. Additionally, it can be noted that $99,504 is depreciation expense (a non-cash item). The organization has a line of credit to support cash flow and there is stability in the organization's balance sheet.

Foundation Comments

Financial summary data in the charts and graphs above is per the organization's audited financials. Contributions from foundations and corporations are listed under individuals when the breakout was not 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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