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Beacon Hill Village Inc.

 74 Joy Street
 Boston, MA 02114
[P] (617) 7239713
[F] (617) 7234117
www.beaconhillvillage.org
[email protected]
Laura Connors
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INCORPORATED: 2001
 Printable Profile (Summary / Full)
EIN 04-3563239

LAST UPDATED: 11/26/2017
Organization DBA --
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

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Mission StatementMORE »

Beacon Hill Village is a member-driven, non-profit organization serving residents age 50 and over who live primarily in the Back Bay, Beacon Hill, the West End and surrounding neighborhoods. We provide activities, programs, services and opportunities for community engagement as well as access to needed assistance so that we may lead active, independent and healthy lives and successfully navigate the transitions of growing older.

Mission Statement

Beacon Hill Village is a member-driven, non-profit organization serving residents age 50 and over who live primarily in the Back Bay, Beacon Hill, the West End and surrounding neighborhoods. We provide activities, programs, services and opportunities for community engagement as well as access to needed assistance so that we may lead active, independent and healthy lives and successfully navigate the transitions of growing older.


FinancialsMORE »

Fiscal Year July 01, 2016 to June 30, 2017
Projected Income $494,885.00
Projected Expense $484,775.00

ProgramsMORE »

  • Membership Plus (M+) Program

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

Beacon Hill Village is a member-driven, non-profit organization serving residents age 50 and over who live primarily in the Back Bay, Beacon Hill, the West End and surrounding neighborhoods. We provide activities, programs, services and opportunities for community engagement as well as access to needed assistance so that we may lead active, independent and healthy lives and successfully navigate the transitions of growing older.


Background Statement

Since 2001, BHV has been creating opportunities for older adults that change how aging is experienced and how lives are extended with dignity and increased satisfaction by providing programs and services that enable older adults to continue living in their own homes and neighborhoods. Our organization links members to service providers, offers social, educational, and wellness programs, and facilitates opportunities for meaningful community engagement.
 
As the first "village" in the nation, which was started by older adults living on Beacon Hill, the Beacon Hill Village model has been widely replicated. Today, there are approximately 200 other villages open across the U.S. and internationally, with many more in development. The worldwide village movement now includes more than 30,000 elders and many more volunteers.
 
Beacon Hill Village has received significant publicity in the form of national news coverage, and BHV’s Executive Director has been invited to present the village model at international conferences, including Singapore and Taiwan.

The Beacon Hill Village Board of Directors are all members of the Village, and still includes some of the organization’s founding members.


Impact Statement

A few examples of our accomplishments during the past year include:

--In the last year, BHV provided more than 330 rides to appointments and events and 950 grocery shopping trips and deliveries; checked in on our members 1600 times; linked members to services 460 times; conducted more than 200 exercise classes; held 350 educational/cultural/social programs, all of which improve overall health and decrease isolation; and coordinated more than 85 volunteers (both members and non-members) who donate their time as friendly visitors, technology consultants, activity leaders, and serve on BHV committees.

--As the model continues to expand, Beacon Hill Village continues to attract significant media attention. This past year, BHV has been featured in several renowned news sources including The Atlantic, U.S. News and World Report, Psychology Today, and Chronicle of Philanthropy.

--Our annual renewal rate is 87% and even higher (93%) when deaths and relocation of members are accounted for.

--Over 90% of our members are very or extremely satisfied with their membership in Beacon Hill Village as indicated by our most recent member satisfaction survey.


Needs Statement

Beacon Hill Village's most pressing needs include:
 
--Private support for our Membership Plus (M+) program which provides deeply subsidized membership to low-to-moderate income elders.
 
--General operating support 

CEO Statement

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Board Chair Statement

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Geographic Area Served

City of Boston- Beacon Hill/ West End
City of Boston- Back Bay
City of Boston- Downtown
City of Boston- North End
City of Boston- South End/Bay Village
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Organization Categories

  1. Human Services - Centers to Support the Independence of Specific Populations
  2. Civil Rights, Social Action, Advocacy - Seniors' Rights
  3. Human Services - Senior Centers/Services

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

No

Programs

Membership Plus (M+) Program

The Membership Plus program provides deeply subsidized membership fees for up to 80 elders living in downtown Boston with low-to-moderate incomes and in need of support to remain living independently in their own homes and neighborhoods. The M+ program was specifically created to provide elders in need of services and support with equal access to a holistic, member-directed organization that facilitates successful aging in place, while minimizing the risk of isolation and its impacts on health and well-being.
Budget  --
Category  Human Services, General/Other Services for Specific Populations
Population Served Aging, Elderly, Senior Citizens Poor,Economically Disadvantaged,Indigent
Program Short-Term Success  Financial support enables Beacon Hill Village to provide deeply subsidized membership fees and an annual credit towards programs and services for low-to-moderate members. Our organization offers a great variety of programs, activities, and access to services that are especially beneficial to our M+ population. Our members benefit from our small professional staff and our volunteers' wealth of experience by calling the office with any inquiry no matter how great or small. We make referrals to our extensive list of vetted providers who offer a wide range of services including transportation, case management, home care, and home repair/modifications, many of which are offered at a discounted rate for members.
Program Long-Term Success  Beacon Hill Village's Membership Plus program provides elders in need of supports, programs, and services with equal access to a holistic, member-directed organization that facilitates successful aging in place, while minimizing the risk of isolation and its impacts on health and well-being. By providing such supports Beacon Hill Village enables low-to-moderate income elders to remain living in their own homes and neighborhoods for as long as they possibly can.
Program Success Monitored By  BHV measures and monitors success on a regular basis through a variety of methods, including renewal rates, member satisfaction surveys, M+ attendance at programs, and feedback from M+ members about selected programs and the services provided by outside vendors.
Examples of Program Success  M+ Outcomes for 2015:
1.) An average of 67 M+ members were served each month. 
2.) Activity attendance by M+ members exceeded attendance by non-M+ members with M+ members participating in BHV activities at a rate approximately 22% greater than non-M+ members. Furthermore, M+ members attended an average of 6.5 events per year while non-M+ members averaged 5.6.
3.) Member satisfaction with BHV and its programs and supports was consistently high across all members. Our rolling 12-month renewal rate has increased slightly over the past year from 85% to 87%. When we calculate the renewal rate for only those memberships available for renewal (i.e., excluding members who have moved out of the area or have died), the adjusted 12-month renewal rate is even higher at 93%, which also increased slightly from 91% the previous year.
4.) The average amount of financial assistance provided to M+ members during the year was $185, which was used to pay for a wide variety of services, including additional home care, minor home repairs, transportation, grocery shopping assistance, and exercise programs.

CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Ms. Laura M. Connors
CEO Term Start Jan 2012
CEO Email [email protected]
CEO Experience --
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
-- -- --

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

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CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 1
Number of Part Time Staff 6
Number of Volunteers 110
Number of Contract Staff 0
Staff Retention Rate % --

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 7
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 7
Male: 0
Not Specified 0

Plans & Policies

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

Risk Management Provisions

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Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Governance


Board Chair Mr. Harold Carroll
Board Chair Company Affiliation BHV Member
Board Chair Term June 2016 - June 2017
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
John Besser BHV Member Voting
Sally Brewster BHV Member Voting
Harold Carroll BHV Member Voting
Joanne Cooper BHV Member Voting
Doug Fitzsimmons BHV Member Voting
Murray W. Frank BHV Member Voting
Karen L. Garvin BHV Member Voting
Matthew Liang BHV Member Voting
Susan McWhinney- Morse BHV Member Voting
Frank Mead BHV Member Voting
Atheline Nixon BHV Member Voting
Elisabeth Peterson BHV Member Voting
Donna Petro BHV Member Voting
Stephen Roop BHV Member Voting
Ken Scott BHV Member 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: 15
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 7
Male: 8
Not Specified 0

Board Information

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

Standing Committees

    --

CEO/Executive Director/Board Comments

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Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Fiscal Year July 01, 2016 to June 30, 2017
Projected Income $494,885.00
Projected Expense $484,775.00
Form 990s

2016 990

2015 990

2014 990

2013 990

Audit Documents

2016 Audit

2015 Audit

2014 Audit

2013 Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $510,906 $462,555 $649,314
Total Expenses $437,684 $432,082 $403,549

Prior Three Years Revenue Sources

Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $0 $0 $0
Individual Contributions $247,440 $211,851 $401,583
Indirect Public Support $0 $0 $0
Earned Revenue $213,050 $203,634 $219,867
Investment Income, Net of Losses $10,652 $6,201 $5,296
Membership Dues $0 $0 $0
Special Events $39,085 $40,254 $22,568
Revenue In-Kind -- -- --
Other $679 $615 $0

Prior Three Years Expense Allocations

Fiscal Year 2016 2015 2014
Program Expense $377,488 $367,268 $340,731
Administration Expense $46,454 $49,022 $47,486
Fundraising Expense $13,742 $15,792 $15,332
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.17 1.07 1.61
Program Expense/Total Expenses 86% 85% 84%
Fundraising Expense/Contributed Revenue 5% 6% 4%

Prior Three Years Assets and Liabilities

Fiscal Year 2016 2015 2014
Total Assets $816,656 $764,125 $708,477
Current Assets $238,814 $185,630 $354,774
Long-Term Liabilities $25,000 $0 $0
Current Liabilities $21,564 $56,173 $27,674
Total Net Assets $770,092 $707,952 $680,803

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 --
Percentage(If selected) --
Credit Line Yes
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? --

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 11.07 3.30 12.82

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 3% 0% 0%

CEO/Executive Director/Board Comments

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Foundation Comments

Financial summary data in the charts and graphs above is per the organization's IRS Form 990s. Contributions from foundations and corporations are included 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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