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 105 Chauncy Street, Suite 801
 Boston, MA 02111
[P] (617) 482-1510
[F] (617) 482-1461
Janet Seckel-Cerrotti
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 Printable Profile (Summary / Full)
EIN 04-3140541

LAST UPDATED: 01/16/2019
Organization DBA --
Former Names MATCH-UP Interfaith Volunteers (2009)
Organization received a competitive grant from the Boston Foundation in the past five years No



Mission StatementMORE »

 FriendshipWorks' mission is to reduce social isolation, enhance quality of life and preserve the dignity of older adults in the Greater Boston area.We accomplish this mission by recruiting and training volunteers of all ages, faiths, and backgrounds who provide friendship, advocacy, education, assistance, and emotional support. FriendshipWorks' services are based on the belief that our lives are interdependent and that no one should have to be alone, regardless of age or frailty.



Mission Statement

 FriendshipWorks' mission is to reduce social isolation, enhance quality of life and preserve the dignity of older adults in the Greater Boston area.We accomplish this mission by recruiting and training volunteers of all ages, faiths, and backgrounds who provide friendship, advocacy, education, assistance, and emotional support. FriendshipWorks' services are based on the belief that our lives are interdependent and that no one should have to be alone, regardless of age or frailty.



FinancialsMORE »

Fiscal Year July 01, 2018 to June 30, 2019
Projected Income $1,190,052.00
Projected Expense $1,325,277.00

ProgramsMORE »

  • Friendly Visiting
  • La Cadena de Amistad
  • Medical Escort
  • PetPals

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

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


Mission Statement

 FriendshipWorks' mission is to reduce social isolation, enhance quality of life and preserve the dignity of older adults in the Greater Boston area.We accomplish this mission by recruiting and training volunteers of all ages, faiths, and backgrounds who provide friendship, advocacy, education, assistance, and emotional support. FriendshipWorks' services are based on the belief that our lives are interdependent and that no one should have to be alone, regardless of age or frailty.



Background Statement

FriendshipWorks was founded in 1984 with a seed grant from the Robert Wood Johnson Foundation when 20 Boston-area congregations and health care organizations came together to create a new interfaith coalition dedicated to meeting the needs of frail and isolated seniors. Since its inception, FriendshipWorks has assisted thousands of Boston area elders and disabled adults, providing over half a million hours of donated care. 

Impact Statement

1. Inspiring Friendships: FriendshipWorks volunteers provided over 40,000 hours of donated time and provided personalized care and services to more than 1500 elderly and disabled adults in FY2018. 
2. Recognition: Volunteer Quinin Velez Rivera received the 2013 “Getting Things Done in Massachusetts” Award from the Massachusetts Service Alliance, in recognition of her services to Boston elders.   
3. Connecting the Community: By bringing the community together to discuss healthy aging and to develop action plans, we are best able to support those who are most in need. We continue to co-chair the JP/Egleston Elder Care Network and to provide consultation to organizations, including the Brookline Public Health Commission and the Boston Commission on Affairs of the Elderly, regarding elder issues and volunteer care giving programs.  
4. Planning for our Future: We have implemented a  Strategic Plan that identifies our priorities for the next 3 years. We completed evaluations of our Jamaica Plain Chapter, Medical Escort, Friendly Visiting, and PetPals programs, to help us better satisfy participant’s needs, and enhance our leadership and authority in a national conversation regarding elder isolation, and the impact of social connection on healthy aging.
Goal 1: Strengthen and deepen our current Friendly Visiting  programs.  
Goal 2: Develop additional partnerships to increase our outreach to elders who have vision and hearing impairments, to the LGBT community, and to Spanish speaking elders.
Goal 3: Increase our volunteer base to include individuals with specific interests and expertise .
Goal 4: Develop additional volunteer training curriculum to address needs for specialized volunteering (e.g., respite care team training, elders with cognitive issues or mild dementia)  

Needs Statement

1. Spreading the Word: 
Our goal of serving more of Boston’s elderly is largely dependent on our ability to recruit  volunteers and increase public awareness of our services. Our marketing and outreach efforts require support.

2. Improving Technology: FriendshipWorks uses a sophisticated database that enables us to monitor our programs, funding activity, and maintain a close relationship with our constituents. We seek continued improvements that will allow for more effective file sharing, and a safer technological infrastructure. These improvements will enable to accommodate a growing staff, and ultimately better serve those who need us most. 

3. Serving More Elders: 
In order to double our services and impact in the coming years, we need to increase our volunteer numbers and offer specialized training for our volunteers who work with an increasingly frail elder population.

CEO Statement

There is a growing movement in this country to create opportunities for social connection and community volunteering. People are seeking ways to feel useful, needed, and connected to community at a time and place where social isolation has been identified as an epidemic. This has been FriendshipWorks’ raison d’etre for 30 years and the reason many groups are approaching us for the key to our work.

The absence of human contact—isolation—is not only corrosive to the human spirit, but is also an acknowledged factor in the decline of health and well-being among people who are shut off from normal human engagement. Here at FriendshipWorks we believe that everyone should have the blessing of friendship in their life. That’s why we’re dedicated to bringing people together, creating connections, and helping people help their neighbors. We know that nobody should ever have to go through life alone—without a friend—regardless of their age or other circumstances.

Many of our neighbors here in the community do not have a network of loving family and friends. We cannot replicate a family with years of memories and experiences, but FriendshipWorks and its volunteers can, and do, become close friends for many. For some even, we become their family. By being there for others we imbue both the lives of those we befriend and our own lives with meaning and purpose. With the aging of the population and the shrinking size and mobility of American families, the need for FriendshipWorks has never been stronger, and will only become more so over the next 20-40 years.

Board Chair Statement

As an advance practice nurse committed to caring for some of Boston's most frail and isolated older adults, I know first-hand how valuable and meaningful friendship, advocacy, and emotional support are for these elders.

I first learned about FriendshipWorks from a patient of mine who, at 95, had no living relatives. She was legally blind, had multiple medical problems and functional impairments, but was determined to remain in her home until she died. While she had the assistance of home care services, it was the weekly visits from a FriendshipWorks volunteer that meant so very much to her. It was this friend who read to her, helped her type her creative poetry, and planned her funeral.

As someone who often interacts with frail elders, I know just how meaningful these experiences are. To witness a volunteer and elder recipient become friends or often times, to become family, inspires me to continue to work with FriendshipWorks and to serve as the Chair of the Board of Directors. My role at FriendshipWorks is to see that others, like my 95 year-old patient, will forever have access to FriendshipWorks’ services. It is our goal to increase our presence within the community and become a go-to resource for those wishing to alleviate social isolation in the lives of Boston’s older adults.

This goal is highly dependent upon our ability to fundraise, and to let the community know what FriendshipWorks is all about. With a small, but dedicated staff , FriendshipWorks recruits, trains, and sustains nearly­­­­ 200 volunteers each year. As FriendshipWorks strives to increase the number of individuals we serve, we recognize the need to expand our staffing, and hire specialized personnel that will help grow our volunteer base, and expand our marketing outreach.

In order to achieve this goal we have established a Strategic Planning Committee, and have completed the early stages of identifying action steps and assigning tasks to achieve these steps. The 3-year strategic plan addresses the organization’s priorities, a marketing campaign, and future fundraising efforts.

As a result of the Strategic Plan, FriendshipWorks has already begun work that will insure a long and prosperous future for our organization. We have hired outside researchers to evaluate our programs, to gauge their successes, analyze participant experiences, and approximate each program’s growth potential. In addition, we have established a Development Committee that is laying the groundwork for fundraising for long-term sustainability and will also launch an endowment and a planned giving campaign.

With a 35-year history of working with the community to help engage and support Boston’s older adults, FriendshipWorks knows just how important it is to have your support. Healthy aging should not simply be an elder concern, but a community concern. FriendshipWorks knows that in order to best serve those that are feeling lonely and disengaged, it takes the love and care of entire neighborhoods. FriendshipWorks has established itself as the mediator of this love and care, and with your support, FriendshipWorks will continue to maintain its position as one of Boston’s premier volunteer-matching organizations.

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Greater Boston Region-All Neighborhoods
We serve all the neighborhoods of Boston and the town of Brookline.

Organization Categories

  1. Human Services - Personal Social Services
  2. -
  3. -

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

Under Development


Friendly Visiting

FriendshipWorks' signature program screens, trains, and matches volunteers with isolated elders and adults with disabilities. Our volunteers visit and assist with tasks one friend might do for another—helping with light chores, reading aloud, and offering ongoing companionship. Building on our success promoting exercise through the Strong for Life program, we initiated "Walking Buddies" in 2008, a component of the Friendly Visiting program which pairs volunteers with elders who seek walking partners for motivation and support.
Budget  91,447
Category  Human Services, General/Other
Population Served Elderly and/or Disabled Aging, Elderly, Senior Citizens
Program Short-Term Success 

Last year, the Friendly Visiting program coordinated 268 matches between older adults and Friendly Visiting volunteers. The informal support that volunteers provide alleviates feelings of loneliness, and satisfies basic physical, mental, and social health needs. Our elder-volunteer “matches” do the things that friends have always done to maintain health and spirit: They talk about their lives, hobbies, and current events, they go for walks, share meals together, and help with small tasks.

It is this type of informal support that breathes a renewed sense of spirit into life’s most ordinary tasks. Elders often say that the visits with their match are the highlight of their week, and that they consider their volunteer not just a friend, but a member of their family. 
Program Long-Term Success  The bond shared between FriendshipWorks’ program participants not only brings an immediate sense of joy and comfort during visits, but also contributes to healthy aging and eliminates feelings of isolation.

Friendly Visiting volunteers offerincreased access to companionship, community contact, physical activity, support in completing small tasks, and the encouragement and empowerment that inspires feelings of independence and a renewed sense of self-worth. Research affirms that the positive impact of social contact for isolated elders includes: reduced anxiety/worry, lower blood pressure, and decreased decline in motor function skills. Volunteers gain a meaningful relationship and a connection with an older adult who can share knowledge, experience, and even fill a role of parent, grandparent, or older family member to enrich their lives. 
Program Success Monitored By 

FriendshipWorks has enlisted the help of outside researchers to conduct a program evaluation of our Friendly Visiting program.  Results will help develop the program, and add to sector research on the impact of volunteer friendship on elders’ health.

In addition, the Program Coordinator produces detailed monthly statistical reports for our Federal Title III grant that are also shared with other program coordinators, the Executive Director, and the Board of Directors. These include quantitative data regarding numbers served, demographic data on those we serve, as well as qualitative data regarding types of services provided, or how long volunteer-elder matches last.

The Program Coordinator maintains a relationship with program participants to help maintain their satisfaction and safety.Regular outreach with participants insures that all individuals maintain a personal relationship with the organization, and positions FriendshipWorks to be able to respond to their needs. 
Examples of Program Success 

The Donoghue family was looking for a meaningful way to give back to their community and to expose their young children to an older generation. After seeing an ad at their church, they called FriendshipWorks, and were matched with a nearby couple, the Barkers, who were blind.

“They were really brave to let us into their lives,” Anne Donoghue says of their family’s first visit. The Donoghues enjoyed bringing their baby, Nathaniel, over for visits where they enjoy reading, and sharing a snack on Sundays.

Over 22 years, visits with the one baby evolved into visits with three growing kids. After Mrs. Barker passed away, the Donaghues’ visits took on new meaning. When Mr. Barker needed more help, he chose an assisted living residence that was close to the Donoghues. Mr. Barker passed away in 2006. The three Donoghue children, now young adults, always viewed Mr. Barker as a grandfather, who shared his love of music and his wisdom with a family that had become much more than just neighbors.

La Cadena de Amistad

FriendshipWorks' Jamaica Plain neighborhood office, La Cadena de Amistad, offers all of FriendshipWorks' services in Spanish and English to elders and adults with disabilities. Over the past few years, we have honed a medical escort model for Spanish-speaking elders which emphasizes personal outreach and patient navigation. Our volunteers, many of whom are themselves older, JP residents, are able to help Latino elders bridge language and culture gaps and effectively access their health care. 
Budget  76,775
Category  Human Services, General/Other
Population Served Elderly and/or Disabled Aging, Elderly, Senior Citizens
Program Short-Term Success 


Developed hand-in-hand with the community, La Cadena de Amistad offers personalized, informal volunteer friendship and support to decrease isolation and improve the health of mostly Spanish-speaking, low-income elders. With the support of elderly Latinos, service providers, and community organizations, La Cadena de Amistad has built its reputation as a culturally sensitive resource which maintains community ideals. For instance, before engaging with our programs, community members first want to establish a relationship based on trust. As a result there is an increase in confidence in the program and our services, and participants become more invested in establishing healthier communities.

Each year, La Cadena de Amistad offers Medical Escorts, Friendly Visits, short-term assistance, nursing home visitation, and workshops to over 100 elders. Individuals who may have missed medical appointments or other meaningful social interaction as a consequence of cultural and linguistic challenges rely on our volunteers, their neighbors, who many elders now consider extended family.


Program Long-Term Success 


The elders who receive services from La Cadena de Amistad are able to live more independently and avoid premature institutionalization. Our services enable elders to access transportation, avoid social isolation and improve access to medical care. They are able to get health-related needs met, both those which are directly involved with health care, such as having a volunteer pick-up medicine, and other basic needs that impact health, such as placement in safe housing.

Elder recipients, especially those who are gaining regular social contact, experience the health benefits associated with socialization: increased sense of comfort and well being, improved mood, reduced anxiety, and the sense of ease that comes from knowing someone cares about them.

Volunteers benefit from the knowledge and experience of their match, and from the satisfaction in knowing that they are contributing to building a stronger, healthier, and happier neighborhood.


Program Success Monitored By  The program coordinator maintains regular communication with program participants and with the main office’s Director of Programs. In addition, La Cadena de Amistad benefits from having an advisory committee - a committee that includes staff and community members, as well as professionals from other organizations - which convenes on a quarterly basis.

As with all of FriendshipWorks programs, we maintain detailed monthly statistical reports that are shared with program staff, the director of Programs, the Executive Director, and the Board of Directors.  This information is used in determining impact and potential future organizational development.

La Cadena de Amistad completed a rigorous community-based evaluation that includes: extensive interviewing of volunteers, recipients, organization members, and other active members within the community. The data collected has provided useful qualitative information about our program results and has helped FriendshipWorks adapt its programs to better suit the community’s needs.
Examples of Program Success 
Ana is a woman in her 60's from the Dominican Republic. She speaks only Spanish, has limited vision, and has lost both legs due to complications from diabetes. Her case manager referred her to La Cadena de Amistad, to help her get to medical appointments. Our volunteers helped Ana learn about the health care system, as well as getting to the doctor. Ana’s struggles were worsened due to worry over her adult son, Juan, who had been placed in a nursing home due to a recent deterioration in health.

FriendshipWorks volunteers began visiting Juan. He was receiving good medical care, but was very depressed. Volunteers brought Spanish music and conversation. While he began to regain his spirit, he still missed living near his mother. After months of advocating with a variety of agencies, La Cadena de Amistad succeeded in reuniting the two in their own home in Jamaica Plain. We continued to provide friendship and support that made it possible for them to live independently in their home.

Medical Escort

FriendshipWorks recruits and trains volunteers to accompany elders and adults with disabilities to their medical appointments. Our escorts provide personalized support and remain with their "matches" throughout the entire visit. Volunteers help recipients navigate confusing medical centers, pick up prescriptions, and advocate for services. FriendshipWorks also provides volunteer escorts and assistance to individuals needing help with non-medical related errands and tasks.
Budget  72,048
Category  Human Services, General/Other
Population Served Elderly and/or Disabled Aging, Elderly, Senior Citizens
Program Short-Term Success  Last year, the Medical Escort program completed 1,128 one-way rides for 195 elderly and disabled adults. Unlike similar services that simply pick-up and drop-off recipients, our volunteers offer total support throughout each step of the process. With the care and devotion of a friend or family member, volunteers begin at their match’s home, where they help prepare for the appointment. They stick with their match as they travel to the hospital, can help navigate through the facility, and can even join their match in the appointment to promote accurate doctor-patient communication and advocate for services. Volunteers take on peripheral duties that accompany appointments, like arranging transportation and picking up prescriptions.

The emotional and physical support that volunteers offer, combined with the relief that their company provides, enables many frail elders and disabled adults to attend necessary medical appointments that they might have missed without a Medical Escort. 
Program Long-Term Success  The Medical escort program ensures that elderly adults are able to get to appointments with minimal stress, and are best able to take full advantage of their medical care. The stress associated with arranging travel, finding the doctor’s office within the hospital, and anxieties associated with unforeseen difficulties during the trip, are minimized when a recipient knows they have the support of a Medical Escort volunteer.

A 2010 evaluation of the Medical Escort program affirms the organization’s observations that medical escorts offer the support needed to insure that elderly and disabled adults are better able to attend medical appointments. For instance, 86% of elders interviewed reported that the program helped to relieve their anxiety related to traveling and attending appointments. 84% of volunteers and 59% of participants are unsure if the older or disabled adult could attend their appointments without the assistance of the Medical Escort volunteer.    
Program Success Monitored By 

The recent program evaluation explored the program’s qualitative and quantitative successes and allowed the organization to make changes to improve participant satisfaction, for example, quicker turnaround on requests, provision of more comprehensive information about FriendshipWorks’ programs sent to Medical Escort recipients.

In addition to the program evaluation, the Program Coordinator produces detailed monthly statistical reports for our Federal Title III grant that are also shared with other program coordinators, the Executive Director, and the Board of Directors. These include quantitative data regarding numbers served, demographic data on those we serve, as well as qualitative data regarding types of services provided, or how long volunteer-elder matches last. The program coordinator also maintains regular contact with the program’s volunteers. This allows for the program to sustain our volunteer base, and to also monitor participant’s experiences. 
Examples of Program Success 
At first glance, someone could define 95-year-old Mr. C entirely by his limitations. He is legally blind and deaf, and the numbness in his hands and feet increase dependency on his motorized wheelchair.
Despite these limitations, Mr. C is always prepared when his volunteer, Dave, arrives. He has gathered his paperwork and ID, and he waits with a positive spirit that rivals any person, of any age. His trip to the Veterans Hospital is more enjoyable when he has Dave, who listens to his stories about old Boston and the years he spent working in a hospital. Mr. C's memory is so sharp, that when the driver's GPS lost signal, he began to recite street names and directions from memory!
Dave keeps Mr. C company throughout the entire trip, helping find the doctor's office, to aid with filling out paperwork, and even prompting the doctor who was speaking too softly for Mr. C to hear. Because of Dave's help, Mr.C's physical limitations do not impact his ability to get to his appointments.


Our pet visitation program brings volunteers and their pets to visit elders living in long term care facilities. PetPals has a unique healing power, as research has shown that pets can serve as catalysts for social interaction among nursing home residents.
Budget  190,095
Category  Human Services, General/Other
Population Served Elderly and/or Disabled Aging, Elderly, Senior Citizens Minorities
Program Short-Term Success 

Despite excellent around-the-clock care, residents of assisted living facilities often suffer from isolation due to their frailty or disabilities. The presence of a pet—may it be a dog, cat, or even bird—can dramatically change the climate of a facility by engaging residents and making the environment feel more home-like. This past year, PetPals brought 40 pet and volunteer teams to 36 different facilities, visiting over 650 individuals.

Whether it is a dog that lingers amidst a group, or a cat that will purr in an elder’s lap, pets have an amazing ability to break through isolation and allow elders to experience care and connection. Pets are nonjudgmental, patient, and help elicit smiles, stories, and even laughter from those they visit. Site liaisons report that the joy of PetPals visits has a lasting effect on residents, and even staff, who partake in the PetPals program.

Program Long-Term Success 

Numerous studies have demonstrated that visiting pets increase social interaction among nursing home residents, reduce agitation in Alzheimer's patients, ease the loneliness that pervades long-term care facilities, and can raise staff morale. The PetPals program offers nursing home residents the exposure to an alternative to traditional methods of pain relief, while also exposing them to outside communication. The burden of loneliness, even in nursing homes where individuals are living close by, can be debilitating and unhealthy. PetPals eases this distress, and engages residents of all ages and cognitive abilities. 

PetPals popularity and success has been affirmed by a recent program evaluation, which found that62% of elderly recipients say that PetPals is their favorite activity in their nursing home. 76.9% of site liaisons where PetPals teams visit report that there are people who don’t participate in other activities, but will participate in the PetPals program.
Program Success Monitored By 

In 2010, PetPals conducted a formal evaluation in which outside researchers spoke to volunteers, staff members at care facilities, elderly and disabled participants, and also liaisons between assisted living facilities and PetPals.

PetPals believes in maintaining a personal relationship with all of the program’s participants. The program director conducts regular follow-up with sites and volunteers, and offers volunteer appreciation, social events, and trainings throughout the year. This ongoing conversation allows for informal evaluation, and also provides participants with support. PetPals re-screens teams every two years.

In addition, the Program Director also maintains ongoing program statistics which are reviewed by the Director of Volunteer Programs on a regular basis. Annually, the Executive Director and Board review program successes and challenges in the process of evaluating the year’s progress and establishing new goals for the coming year.
Examples of Program Success 

Gomez, a Shih Tsu Mix, whimpers in anticipation as he waits for Betsy, his owner, to let him out of the car to visit his friends at the nursing home. Many of the residents know him by name and are thrilled to see him. Gomez has his regulars, like Anita, who is recovering from a recent surgery, and takes comfort is Gomez’ unconditional love.   

Betsy and Gomez have fun meeting new people and the residents love interacting with the two of them. Residents love to talk to Betsy and tell her stories about the pets that they have had. One woman is actually at the facility because she is recovering from the depression that set in when she lost her poodle. She pays extra attention to Gomez, who is such a typical PetPal. Not only is he not deterred by sadness, illness, or even a disfiguring scar, but he is particularly drawn to the hurt places where he knows his love is needed most. 

CEO/Executive Director/Board Comments



CEO/Executive Director Ms. Janet Seckel-Cerrotti
CEO Term Start Dec 1991
CEO Email
CEO Experience

Executive Director Janet Seckel-Cerrotti has been with FriendshipWorks since 1984, first as Coordinator of Volunteers and then Program Director, when FriendshipWorks was under the aegis of Boston Aging Concerns. She became the founding Executive Director when FriendshipWorks became an independent nonprofit in 1991. In all of these capacities, she has been the driving force behind FriendshipWorks. She holds an MSW degree from Hunter College School of Social Work, and has held a range of senior leadership positions in organizations serving the elderly.

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
-- -- --


Award Awarding Organization Year
Getting Things Done in Massachusetts Massachusetts Service Alliance 2013
Star Award for Excellence - FriendshipWorks' Medical Escort program is one of three programs out of 281 nationwide selected to receive the award. Beverly Foundation 2011
Commonwealth Corps - FriendshipWorks’ bilingual chapter was selected as one of the flagship sites for the Commonwealth Corps, the state’s volunteer service initiative. Currently, five stipended bilingual volunteers are helping us to expand services to Latino elders. The Commonwealth of Massachusetts 2008
Finalist for the Social Innovation Forum Root Cause 2008
Star Search Special Recognition Award for Supplemental Transportation Programs for Seniors Beverly Foundation 2007


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
-- --



CEO/Executive Director/Board Comments


Foundation Comments


Staff Information

Number of Full Time Staff 16
Number of Part Time Staff 4
Number of Volunteers 450
Number of Contract Staff 0
Staff Retention Rate % 90%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 18
Hispanic/Latino: 2
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 17
Male: 4
Not Specified 0

Plans & Policies

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

Risk Management Provisions

Umbrella or Excess Insurance

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


Board Chair Ms. Constance Packard
Board Chair Company Affiliation Boston Medical Center, Executive Director of Support Services
Board Chair Term Jan 2015 - Dec 2018
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Nancy Antin Sr. Relationship Mgr, Financial Engines Voting
Dennis Assad Sr. Vice President, UniFirst Corp., Retired Voting
Ellen Bruce Gerontology Institite, UMASS Boston; retired Voting
Dean Denniston Community, Retired Voting
Ruth Grabel Massachusetts Department of Public Health Voting
Dana Kern Hebrew Senior Life Voting
Keith Kotfica Financial Engins Voting
Art Nava Granite Telecommunications Voting
. Connie Packard Boston Medical Center Voting
Kyle Robidoux Massachusetts Association for the Blind and Visually Impaired 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: 1
Asian American/Pacific Islander: 0
Caucasian: 8
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 5
Male: 5
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 80%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions --
Constituency Includes Client Representation No

Standing Committees

  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Investment
  • Program / Program Planning
  • Strategic Planning / Strategic Direction

CEO/Executive Director/Board Comments


Foundation Comments



Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2018 to June 30, 2019
Projected Income $1,190,052.00
Projected Expense $1,325,277.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990

2012 Form 990

2011 Form 990

2010 Form 990

2009 Form 990

2008 Form 990

Audit Documents

2017 Audit

2016 Audit

2015 Audit

2014 Audit

2013 Audit

2012 Review

2011 Review

2010 Review

2009 Review

2008 Review

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $1,087,101 $1,049,084 $1,257,083
Total Expenses $1,107,042 $1,049,359 $841,866

Prior Three Years Revenue Sources

Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- $0 --
Individual Contributions $1,025,277 $993,459 $1,101,292
Indirect Public Support -- $0 --
Earned Revenue -- $0 --
Investment Income, Net of Losses $7,488 $2,610 $-6,191
Membership Dues -- $0 --
Special Events $54,336 $53,015 $161,982
Revenue In-Kind -- -- --
Other -- $0 --

Prior Three Years Expense Allocations

Fiscal Year 2017 2016 2015
Program Expense $817,023 $775,840 $586,335
Administration Expense $158,085 $152,018 $149,284
Fundraising Expense $131,934 $121,501 $106,247
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.98 1.00 1.49
Program Expense/Total Expenses 74% 74% 70%
Fundraising Expense/Contributed Revenue 12% 12% 8%

Prior Three Years Assets and Liabilities

Fiscal Year 2017 2016 2015
Total Assets $1,052,103 $1,077,656 $1,056,875
Current Assets $722,903 $747,096 $1,028,596
Long-Term Liabilities -- $0 $0
Current Liabilities $43,939 $45,209 $29,035
Total Net Assets $1,008,164 $1,032,447 $1,027,840

Prior Three Years Top Three Funding Sources

Fiscal Year 2017 2016 2015
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value --
Spending Policy --
Percentage(If selected) --
Credit Line No
Reserve Fund Yes
How many months does reserve cover? 6.00

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 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 16.45 16.53 35.43

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments


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 as the breakout was not available.


Other Documents

No Other Documents currently available.


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?


2. What are your strategies for making this happen?


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


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


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