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

Summary

Mission StatementMORE »

The mission of the Ellie Fund is to provide essential support services for breast cancer patients to ease the stresses of everyday life, allowing the focus to be on family, recovering and healing.
 
Providing critical support services including transportation to medical appointments, childcare, housekeeping, groceries and nutritious prepared/delivered meals free of charge helps to relieve a patient's burden while in treatment.  

Mission Statement

The mission of the Ellie Fund is to provide essential support services for breast cancer patients to ease the stresses of everyday life, allowing the focus to be on family, recovering and healing.
 
Providing critical support services including transportation to medical appointments, childcare, housekeeping, groceries and nutritious prepared/delivered meals free of charge helps to relieve a patient's burden while in treatment.  

FinancialsMORE »

Fiscal Year Jan 01, 2016 to Dec 31, 2016
Projected Income $783,495.00
Projected Expense $799,832.00

ProgramsMORE »

  • Healing Together Patient and Family Care Program

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

The mission of the Ellie Fund is to provide essential support services for breast cancer patients to ease the stresses of everyday life, allowing the focus to be on family, recovering and healing.
 
Providing critical support services including transportation to medical appointments, childcare, housekeeping, groceries and nutritious prepared/delivered meals free of charge helps to relieve a patient's burden while in treatment.  

Background Statement

The Ellie Fund was established as a 501(c)3 nonprofit in 1995 by brothers Jeff and Eliot Popkin to honor their mother's courageous battle against breast cancer and the generous giving she was known for throughout her life. 

A breast cancer diagnosis means physical, emotional and financial stress for the patient and the entire family. For a majority of the women served by the Ellie Fund, maintaining a sense of normalcy and order for themselves and their families is a challenge, particularly when faced with side effects from chemotherapy and radiation, and the emotional and financial strain associated with breast cancer. There is a financial burden, with patients often facing extraordinarily difficult choices, such as whether to pay a utility bill or buy medication, care for their child or go to chemotherapy, work to put food on the table or go to a scheduled doctor’s appointment. In response to this growing need the Ellie Fund created the Healing Together Patient and Family Care Program (Healing Together Program) in 2005. 

The Healing Together Program provides critical support services, free of charge, to patients in active treatment for breast cancer (i.e. surgery, radiation, chemotherapy) residing or receiving treatment in Massachusetts. We do not discriminate on the basis of income, gender, marital status, age, ethnicity or religion.

For each patient, the Ellie Fund creates a personalized grant, consisting of support services for up to 3 months in duration. Services include: 

  • Grocery Assistance
    Gift cards to local grocery stores including, but not limited to, Stop & Shop, Market Basket, Hannaford and Big Y
  • Transportation to/from medical appointments
    Parking, gas gift cards, taxi vouchers or reimbursement and funding for the MBTA RIDE program
  • Light Housekeeping
    Licensed and insured companies will provide light housekeeping services, including dusting, vacuuming and cleaning of the kitchen and bathrooms
  • Childcare Reimbursement
    Funding for licensed childcare services, after-school programs and summer camps
  • Nutritious, Prepared Meals
    Healthy, pre-assembled meals delivered once a month, up to three months

Our proximity to the best medical facilities in the world enables us to partner with renowned medical professionals, allowing us to create the most comprehensive care team for women and men undergoing treatment for breast cancer.


Impact Statement

Under the leadership of new Executive Director Gail Fine, the Ellie Fund is proud to have accomplished the following in 2015: 
  1. Collaborated with a Non Profit Consultant from Highland Street Foundation to develop a communications strategy, updating our mission statement and creating a concise and articulate message for patients, donors and community partners.
  2. Increased revenue (net of fundraising expenses) by nearly 25% from $635,515 in 2014 to $793,788 in 2015.
  3. Provided 764 service grants, supporting 506 breast cancer patients, including 598 children and 675 additional dependent family members. 
As of January 2016, to better meet the continuous needs of patients and families while in treatment we implemented the extension of our Healing Together Patient and Family Care Program (Healing Together Program). The average length of treatment, including surgery, radiation and chemotherapy, for the patients that we serve is 5 months. To better address this, we have increased service grants from 2 months to 3 months, with an ultimate goal of providing critical support services for a patient's entire course of treatment. 
 
We look forward to building on last year's fundraising success to account for the projected direct program spending increase of 40%.  

Needs Statement

  1. Recruit new members to the Board of Directors and Advisory Board to augment fundraising efforts and advocate for our mission.
  2. Diversify funding sources with a focus on foundation grants and new corporate partnerships. 
  3. Increase awareness for our Healing Together Program in non-hospital settings, i.e. private healthcare practices, other non profits and community organizations.
  4. Create a formal volunteer program. 
  5. Development of a Strategic Plan, defining our direction for fulfilling our mission with maximum efficiency and impact. 

CEO Statement

A breast cancer diagnosis means physical, emotional and financial stress for the patient and the entire family. For a majority of the patients served by the Ellie Fund, maintaining a sense of normalcy and order for themselves and their families is a challenge, particularly when faced with side effects from chemotherapy and radiation, and the emotional and financial strain associated with breast cancer. There is a financial burden, with patients often facing extraordinarily difficult choices, such as whether to pay a utility bill or buy medication, care for their child or go to chemotherapy, work to put food on the table or go to a scheduled doctor’s appointment. In response to this growing need, the Ellie Fund created the Healing Together Program in 2005, providing support services including: transportation to medical appointments (gas cards, taxi service and deposits in RIDE accounts), grocery assistance, nutritious meals, licensed childcare and light housekeeping, all provided free of charge and without discrimination. In emergency situations, services may be arranged within a 24 hour period. The Ellie Fund’s Healing Together Program is based on the belief that the quality of life of cancer patients and their families is greatly enhanced when they have a team supporting their essential daily needs so they can focus their energy on family, recovery and healing.


Board Chair Statement

It is an exciting time at the Ellie Fund as we continue to grow and evolve every day in order to support the needs of patients and families as they battle breast cancer. Through the guidance of our Executive Director, we have experienced amazing growth in fundraising and as well as outreach to our families. Although the staff is small their impact is large. Each staff member gives 150% effort each and every day. It is a wonderful feeling to know that our group can individually support a family’s journey through breast cancer while trying to ease the pain of unexpected hardships that come through this devastating diagnosis. We currently provide 3 months of support services, but our aim is to provide support for a patient’s entire course of treatment and to initiate a program designed to provide continued support while addressing the unique needs of those with metastatic breast cancer.

As the chairperson of the board and a breast cancer survivor, I am thrilled to be part of this team. For the first time in the organization’s history, the board and staff are developing a strategic plan to define our strategy and direction moving forward so we can continue to have a profound impact on our community.

It is a time filled with great potential and new development as the Ellie fund continues to be in the forefront of providing essential support services for families battling breast cancer.


Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Massachusetts-All Regions
City of Boston- Citywide (please select all areas as well)
City of Boston- Allston/ Brighton
City of Boston- Back Bay
City of Boston- Beacon Hill/ West End
City of Boston- Charlestown
City of Boston- Chinatown/ Leather District
City of Boston- North Dorchester
City of Boston- South Dorchester
City of Boston- Downtown
City of Boston- East Boston
City of Boston- Fenway/ Kenmore
City of Boston- Hyde Park
City of Boston- Jamaica Plain
City of Boston- Mattapan
City of Boston- Mission Hill
City of Boston- North End
City of Boston- Roslindale
City of Boston- Roxbury
City of Boston- South Boston
City of Boston- South End/Bay Village
City of Boston- Harbor Islands
City of Boston- West Roxbury
BERKSHIRE REGION, MA
CAPE &ISLANDS REGION, MA
CENTRAL REGION, MA
METROWEST REGION, MA
NORTHEAST REGION, MA
PIONEER VALLEY REGION, MA
SOUTHEAST REGION, MA
STATEWIDE

Services are provided to patients residing or receiving treatment in Massachusetts. In 2015, the Ellie Fund provided service grants to patients hailing from 182 cities/towns across Massachusetts and 21 outside of Massachusetts including Connecticut, Maine, New Hampshire and Rhode Island. 13% of our Massachusetts patients were from Boston and its neighborhoods, primarily Dorchester, Roxbury and Mattapan. Other high service areas included Brockton, Quincy, Springfield and Worcester.

Organization Categories

  1. Human Services - Family Services
  2. Health Care - Health Support
  3. -

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

No

Programs

Healing Together Patient and Family Care Program

The Healing Together Program provides critical support services, free of charge, to patients in active treatment for breast cancer (i.e. surgery, radiation, chemotherapy) residing or receiving treatment in Massachusetts. We do not discriminate on the basis of income, gender, marital status, age, ethnicity or religion.

For each patient, the Ellie Fund creates a personalized grant, consisting of support services for up to 3 months in duration. Services include:

  • Grocery Assistance
    Gift cards to local grocery stores including, but not limited to, Stop & Shop, Market Basket, Hannaford and Big Y
  • Transportation to/from medical appointments
    Parking, gas gift cards, taxi vouchers or reimbursement and funding for the MBTA RIDE program
  • Light Housekeeping
    Licensed and insured companies will provide light housekeeping services, including dusting, vacuuming and cleaning of the kitchen and bathrooms
  • Childcare Reimbursement
    Funding for licensed childcare services, after-school programs and summer camps
  • Nutritious, Prepared Meals
    Healthy, pre-assembled meals delivered once a month, up to three months
 
Budget  --
Category  Human Services, General/Other Human Services, General/Other
Population Served People/Families of People with Cancer Females Adults
Program Short-Term Success  By increasing service grants to 3 months, the Ellie Fund can better address the needs of breast cancer patients and their families. 
Program Long-Term Success  As a result of benefiting from the long-term support provided through the Healing Together Program, patients are able to focus on family, recovery and healing, as opposed to the day-to-day stressors exacerbated by the rigors of breast cancer treatment. 
Program Success Monitored By 

As part of our mission, the Ellie Fund will not turn anyone away and we have lived up to that vision for 20 years. This will continue to be a major component to measuring the success of our program. In addition, we will evaluate achievements for the program using a variety of metrics, as well as qualitative and quantitative feedback from service partners, patient navigators/social workers, patients and family members.

Success metrics include: 
  • Number of patients who receive services
  • Number of children and dependent family members who benefit from the program
  • Number of each service delivered
  • Number of hospital and medical facilities aware of the program
Examples of Program Success 
Our success is best measured by the testimonies received from patients benefiting from the Healing Together Program. Nicole, a 34-year-old single mother, wrote to us stating:
 
“Chemotherapy wreaks havoc on your body but that in no way compares to the helpless feeling I had when I couldn’t feed my daughter. The money I put aside for groceries was spent on a much-needed medication. When I went to the mailbox that morning, I not only received grocery store gift cards so that I could feed my daughter but I also received the most important gift of all - hope. Thank you from the bottom of my heart.”

CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Mrs. Gail Fine
CEO Term Start Mar 2015
CEO Email [email protected]
CEO Experience

Gail Fine is a cum laude graduate of the University of Massachusetts, Amherst where she earned her Bachelor of Arts degree in elementary education. Upon graduation, she taught in Wellesley, MA for several years and most recently as a special education teacher in the Wayland Public Schools. After a career teaching in the public schools, Gail joined the faculty at Simmons College as Supervisor of Student Teachers and Interns in the Learning/Teacher Collaborative, an advisor in the MAT Program as well as an adjunct instructor in the Elementary Graduate Students Seminar.

After many years of community service as a volunteer in her children’s schools and serving on the Executive Boards of Wellesley Service League and the Hills Garden Club of Wellesley, Gail became involved with the Ellie Fund in 2006, a non-profit organization located in Needham, MA dedicated to providing essential support services for breast cancer patients. Initially a volunteer and then Patient Services Coordinator, Gail became the Director of Patient Services in 2011 and in March 2015, became the Executive Director.

Gail lives in Wellesley with her husband Bill, President and General Manager of WCVB-TV, and her three children, Ben, Ali and Jeff.

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

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Mrs. Hillary Harrelson Director of Development --
Mrs. Anne Meisner Patient Services Coordinator --

Awards

Award Awarding Organization Year
Audesse Award The Massachusetts Society of Clinical Oncologists 2013
the one hundred Massachusetts General Hospital Cancer Center 2012
Service Above Self Award The Neponset Valley Sunrise Rotary Club 2011

Affiliations

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

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

 

The Ellie Fund works closely with other non-profits to ensure we are able to help patients to the best of our ability without duplicating efforts. We value relations with Friends of Mel Foundation, We Beat Cancer, Julie Fund, Heaps of Hope, Neighbor Brigade and Boston Cancer Support. We are also honored to have the strong support of hundreds of volunteers each year from Wellesley Service League and Junior League of Boston as well as financial support and collaborations with corporate groups including Blue Cross Blue Shield of Massachusetts, the Kraft Group, ARS Restoration Specialists, Chrystine Sullivan Memorial Foundation, Boston Breast Diagnostic Center, Gemini Industries, Highland Street Foundation, Slater Foundation, Reebok, Walmart and WCVB-TV.

 

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Staff Information

Number of Full Time Staff 3
Number of Part Time Staff 1
Number of Volunteers 120
Number of Contract Staff 1
Staff Retention Rate % 100%

Staff Demographics

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

Plans & Policies

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

Risk Management Provisions

--

Reporting and Evaluations

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

Governance


Board Chair Mrs. Marcia Boyle
Board Chair Company Affiliation Babson College
Board Chair Term Sept 2015 - Sept 2018
Board Co-Chair Mr. Scott Clifford
Board Co-Chair Company Affiliation Epstein, Lipsey & Clifford, P.C.
Board Co-Chair Term Sept 2015 - Sept 2018

Board Members

Name Company Affiliations Status
Mrs. Marcia Boyle Community Volunteer Voting
Mr. Scott Clifford Epstein, Clifford & Lipsey, P.C. Voting
Mr. Scott Dorsey NBW Capital Voting
Mr Ron Lanoue KPMG Voting
Mr. Jeff Popkin Boston Event Guide Voting
Ms. Laura Proctor Atrius/Harvard Vanguard Medical Associates Voting
Mrs. Heather Shanahan Philanthropist Voting
Ms. Kelley Tuthill Regis College Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
Mrs. Robin Jone Highland Street Foundation NonVoting
Dr. Elsie Levin Boston Breast Diagnostic Center NonVoting
Mrs. Diane McManama Philanthropist NonVoting
Mr. Ben Rawitz Raised Bar Ventures NonVoting

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 8
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 4
Male: 4
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 98%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 86%
Constituency Includes Client Representation Yes

Standing Committees

    --

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2014 2013 2012
Total Revenue $619,772 $604,657 $501,713
Total Expenses $607,013 $555,611 $546,766

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 $217,085 $491,548 $325,383
Indirect Public Support -- -- --
Earned Revenue -- -- --
Investment Income, Net of Losses -- -- --
Membership Dues -- -- --
Special Events $402,687 $113,109 $176,330
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Fiscal Year 2014 2013 2012
Program Expense $385,298 $338,173 $407,418
Administration Expense $89,798 $74,974 $101,150
Fundraising Expense $131,917 $142,464 $38,198
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.02 1.09 0.92
Program Expense/Total Expenses 63% 61% 75%
Fundraising Expense/Contributed Revenue 21% 24% 8%

Prior Three Years Assets and Liabilities

Fiscal Year 2014 2013 2012
Total Assets $155,716 $112,739 $100,150
Current Assets $155,716 $112,739 $100,150
Long-Term Liabilities $0 $0 $0
Current Liabilities $33,284 $3,066 $39,523
Total Net Assets $122,432 $109,673 $60,627

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 Income Only
Percentage(If selected) --
Credit Line No
Reserve Fund Yes
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? Yes

Short Term Solvency

Fiscal Year 2014 2013 2012
Current Ratio: Current Assets/Current Liabilities 4.68 36.77 2.53

Long Term Solvency

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

CEO/Executive Director/Board Comments

The Ellie Fund is excited about our financial success in 2015. Because of our commitment to growth, the entire Ellie Fund Staff and Board of Directors have all committed to adopting a strategic planning process. Under the guidance of an independent consultant, we are working together toward making an even greater impact fulfilling our mission, where everyone in the process has a voice. This collaborative effort will allow us to establish priorities and a clear vision for the future of the Ellie Fund. The Strategic Plan is on track to be completed by the end of 2016, with clear goals established for the immediate future and beyond.

Foundation Comments

Financial summary data in the charts and graphs above is 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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