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Carpe Vita Foundation Incorporated

 19 Warren Lane
 Weston , MA 02493
[P] (508) 277-2737
[F] --
carpevitafoundation.org
[email protected]
Kathleen Gorbach
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INCORPORATED: 2006
 Printable Profile (Summary / Full)
EIN 20-5568032

LAST UPDATED: 10/03/2018
Organization DBA Carpe Vita Foundation, Carpe Vita, Carpe-Vita, CVF
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

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Mission StatementMORE »

The overall mission of Carpe Vita Foundation (CVF) is to help (a) young people lead happy, more focused, fulfilling lives and to help them better realize their potential and (b) older adults learn how to live a fulfilling life as they approach or when they are already in, retirement.

A 2013 Harris Poll indicated that only 1 in 3 Americans are very happy. Kids from disadvantage/at risk* families could achieve greater success in life as well as happiness if they got a special kind of guidance! *Includes but is not limited to kids from low income, single parent, low parental education level families that may be also living in higher crime rate neighborhoods

In an Inc. Magazine 2014 article by Jeff Haden, he refers to 7 things remarkably happy people do. Each of these 7 things are a subset of the elements which are utilized in our solution.

Mission Statement

The overall mission of Carpe Vita Foundation (CVF) is to help (a) young people lead happy, more focused, fulfilling lives and to help them better realize their potential and (b) older adults learn how to live a fulfilling life as they approach or when they are already in, retirement.

A 2013 Harris Poll indicated that only 1 in 3 Americans are very happy. Kids from disadvantage/at risk* families could achieve greater success in life as well as happiness if they got a special kind of guidance! *Includes but is not limited to kids from low income, single parent, low parental education level families that may be also living in higher crime rate neighborhoods

In an Inc. Magazine 2014 article by Jeff Haden, he refers to 7 things remarkably happy people do. Each of these 7 things are a subset of the elements which are utilized in our solution.


FinancialsMORE »

Fiscal Year Jan 01, 2018 to Dec 31, 2018
Projected Income $31,000.00
Projected Expense $31,000.00

ProgramsMORE »

  • Life Skills For Teens

Revenue vs. Expense ($000s)

Expense Breakdown (%)

No data available

Expense Breakdown (%)

No data available

Expense Breakdown (%)

No data available

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


Overview

Mission Statement

The overall mission of Carpe Vita Foundation (CVF) is to help (a) young people lead happy, more focused, fulfilling lives and to help them better realize their potential and (b) older adults learn how to live a fulfilling life as they approach or when they are already in, retirement.

A 2013 Harris Poll indicated that only 1 in 3 Americans are very happy. Kids from disadvantage/at risk* families could achieve greater success in life as well as happiness if they got a special kind of guidance! *Includes but is not limited to kids from low income, single parent, low parental education level families that may be also living in higher crime rate neighborhoods

In an Inc. Magazine 2014 article by Jeff Haden, he refers to 7 things remarkably happy people do. Each of these 7 things are a subset of the elements which are utilized in our solution.


Background Statement

How did CVF come about? The founder of CVF as a child didn’t get much vital nurturing at home. Dad left when she was just three. And Mom wasn’t very attentive. Fortunately, the founder had the help of two mentors who guided her in a couple important parts of her life: education, career and finances while she was in her teens. Some other critical parts of life, however, were not not handled as well as they could have been nor adequately understood until many years later, after repercussions for not having this knowledge/skill sooner, played out.

The founder has successfully worked in both Fortune 100 commercial software engineering & consulting for 30 years. Her experience as a teen is being used as a starting point for the Carpe Vita Foundation need definition and resolution (with improvements) with concepts laid in that have been derived from her personal training/research over many years both at work (including people management & work effectiveness/efficiency) and outside of work (via books/workshops on human behavior, emotional intelligence, what matters in life, how to have a fulfilling, happy life, etc).

Carpe Vita Foundation was formed in 2007 and set up between software jobs. At this juncture, the founder is committed to crossing into working for Carpe Vita Foundation full time, developing and running two Life Skills programs, one targeted for teens, the other, seniors.


Impact Statement

A framework for the Life Skills For Teens program has been developed and CVF hopes to run an initial pilot iteration before the end of 2018. The teens will create a baseline of their core values & therefore will quantify what matters to them at this juncture in their life. Having this info going into the life skills work allows them to apply, test, & potentially adjust their core values so that they really do represent what the individual cares about (and has a growing conviction about). This sets the stage for the next step! The teen will be much more motivated to proceed because the context and manner in which he/she gains life skills will be in keeping with their core values. The approach is going to “feel right”, hence they will be excited to continue this way. For example. If honesty and decency are core values for an individual, the life skills that he/she is going to be developing and the accomplishments their life skills make possible will be done embracing honesty and decency vs deception and being exploitative.

Next, the teens will become aware of and begin to develop essential life skills that need to be assessed, shored up/strengthened on a continuum in order to be able to get on a solid track for preparing for their adult life and to set themselves up for being happy and fulfilled.

Much better planning for and execution of goals via the utilization of a Life Plan can result during the child's critical teenage years. This should have a significantly positive effect on the individual's life in crucial areas including: listening/learning, communication/interaction, relationships, education, work/career, finances, health/wellness, spirituality/philanthropy, fun/relaxation, happiness/contentment. Positive effects should continue into the individual's 20's and 30's. Longer term positive effects into middle age and senior years should be evident as well. The concepts learned in Life Skills For Teens really apply to a participant’s entire life!


Needs Statement

Lack of grant funding has been keeping CVF in a holding pattern for some time. The founder is now able to do this work full time & wants to begin to "give back" after 30+ years commercial software engineering/consulting roles. She is adjusting the way she looks for grantors, & the content she uses for LOIs/Apps & is working w/Foundation Search to identify/approach approp. grantor candidates.

Carpe Vita Foundation (CVF) programs are small and short. CVF believes that through careful program construction and execution, “less is more”.

CVF provides abbreviated, accelerated programs that focus on a specific set of high-value information and skills. The material can take just a matter of hours to learn and adopt.

CVF is a next generation non-profit. It is run the way a for-profit business is run in terms of strategic and tactical planning, monitoring/ensuring operational efficiency and measuring results against original objectives. CVF’s operation is streamlined and nimble. It provides services through sound, rigorous planning and constant assessment and adjustment.

But, at this juncture, CVF needs to win the trust and support of progressive, capable grantors to be able to effectively take the next step of piloting the Lifes Skills for Teens program.

An ideal first full year deployment would be to have one program event kick off in a Boston or Boston Metro-West community each month. And depending on the workshop session breakdown selected (6 one hour sessions, 3 two hour sessions or 2 3 hour sessions) as well as when they get scheduled, an iteration would complete in approx. 2 to 6 weeks. Session size would be 12 to 24 participants. 12 events would cost a total of $120,000 ($10,000) each. It would be possible for a given grantor to fund part of one event, one event or multiple events. Twelve runs close together would support quick use and application of program feedback with each program occurrence, allowing for it to improve and evolve rapidly.


CEO Statement

We have results driven, innovative and progressive ideas (stemming from our passion for this work coupled with the skills and experience noted above) with a much smaller organization footprint than you’d expect. Our size and structure supports our being agile and proactive rather than stiff and reactive.

We are a next generation non-profit that is:

• run the way a successful for-profit business is.

• using a streamlined “less is more” approach. Not only is it more cost effective and efficient, it recognizes and adequately deals with today's new learning environment. Children brought up in the digital age have much shorter attention spans. They’ve become a different type of learner. We need to structure our training and organize information in a way that lets them absorb and utilize the material under today’s conditions.


Board Chair Statement

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Geographic Area Served

GREATER BOSTON REGION, MA
METROWEST REGION, MA
Initial programs are planned for Boston and Boston Metro West.Grantor requirements relating to counties/towns will affect where initial programs will take place. As the pilot program(s) demonstrates success, and other kinds of funding sources emerge, CVF will plan to increase the regional areas targeted as well as the concentration in each.

Organization Categories

  1. Youth Development - Boys and Girls Clubs (Combined)
  2. -
  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

Life Skills For Teens

Life Skills For Teens helps children first identify their core values and then teaches them essential life skills which collectively enable participants to make a smart, comprehensive & evolvable life plan. The teens learn how to identify goals that will allow them to improve their life skills on a continuum and how to map actionable tasks to those goals which get scheduled to be able to actually reach those goals! This gives the child a real chance to seize life and flourish as an individual, from the start as opposed to unnecessarily floundering or making some poor decisions in one or more key life areas.
Budget  $10,000.00
Category  Youth Development, General/Other
Population Served Adolescents Only (13-19 years) At-Risk Populations
Program Short-Term Success 

The teens will create a baseline of their core values and therefore will quantify what matters to them at this juncture in their life. Having this information going into the life skills work allows them to apply, test, and potentially adjust their core values so that they really do represent what the individual cares about (and has a growing conviction about). This sets the stage for the next step! The teen will be much more motivated to proceed because the context and manner in which he/she gains life skills will be in keeping with their core values. The approach is going to “feel right”, hence they will be excited to continue this way. For example. If honesty and decency are core values for an individual, the life skills that he/she is going to be developing and the accomplishments their life skills make possible will be done embracing honesty and decency vs deception and being exploitative.

Next, the teens will become aware of and begin to develop essential life skills that need to be assessed, shored up/strengthened on a continuum in order to be able to get on a solid track for preparing for their adult life and to set themselves up for being happy and fulfilled.

Much better planning for and execution of goals via the utilization of a Life Plan should result during the child's critical teenage years. This should have a significantly positive effect on the individual's life in crucial areas including: listening/learning, communication/interaction, relationships, education, work/career, finances, health/wellness, spirituality/philanthropy, fun/relaxation, happiness/contentment.

At this time, 80% of program participants are estimated to be able to demonstrate improvements in the foundational (most crucial) life skills (first 5 levels).

Program Long-Term Success  Positive effects should continue into the individual's 20's and 30's with many specific desired outcomes being realized in relationships, education, work/career and finances. Longer term positive effects into middle age and senior years should be evident as well.Here, desired outcomes should be realized in some of thehigher life skill levels, including spirituality/philanthropy.The concepts learned in Life Skills For Teens really apply to a participant’s entire life! And ultimately, a person's overall happiness and level offulfillment should be increased in an obvious way due to this work being done and embraced at an ideal time in the child's life.
Program Success Monitored By 

The Life Skills For Teens program will be evaluated by participants, parents, life coaches and potentially other 3rd party evaluators as well as CVF staff and adjusted accordingly to ensure the program is highly effective and valuable in terms of:

• Program objectives

• Content completeness/usefulness

• Concept retention/utilization

• How well program objectives are met immediately after program completes.

Then, for just the participant and parents, additional evaluations will be obtained: after three months, six months, one year, five years. And then for just the participant, this continues to ten years and beyond.

Evaluation methods to be utilized include observations, surveys/questionnaires and interviews.

Ways Carpe Vita Foundation will incorporate what we've learned into our work will include:

(a) Launching new/additional research for/updates to course material and labs in any of the areas (listed in answer to "Impact" question above).

(b) Changing/evolving any of the areas' objectives (listed in answer to "Impact question above) as appropriate (based on new evaluation and other data obtained followed by analysis/strategy activities).

(c) Adjusting/refining approach to teaching main/subtopics as appropriate (based on new evaluation and other data obtained followed by analysis/strategy activities).

In summary, the feedback and evaluation data obtained from evaluations and new information from other sources will be carefully considered and where appropriate, corresponding action plans will be devised and adjustments will be made to the program.

Examples of Program Success 
A teen who:
  • masters both listening and learning techniques
  • effectively communicates and interacts, even with difficult or sensitive topics.
  • makes an appropriate and smart post high school educational plan.
  • makes sound work/career decisions
  • spends his/her money wisely and not unnecessarily going into debt.
  • has meaningful and respectful relationships with  authority figures and peers.
  • is motivated, hopeful and excited about their plan for the future and consistently acting on it with good results, daily.
  • is effectively managing his/her moral  and having more moments of contentment and happiness.
 
An adult who:
  • has wonderful relationships.
  • is satisfied with their education and work/career outcomes.
  • in a good place financially.
  • prioritizes being healthy and well. 
  • knows how to and actively have fun and relax.
  • gives back in a meaningful way (philanthropy).
  • is feeling more content and happy overall.
 

CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Ms Kathleen Gorbach
CEO Term Start June 2006
CEO Email [email protected]
CEO Experience

Qualifications

Massasoit College- Degree in Computer Science 1983 (Graduated 1st in class with 4.0 GPA)

Specialize in starting up new software development operations, overhauling existing ones often to prepare them for purchase.

· NerveWire start-up consulting firm - sold to Wipro (world renowned outsourcing company) in 2003, for 18M

· Symantec SGS Division (in 3 yrs, turned red business unit operation profitable. Netted 53M in last quarter)

· Accurev start-up of 50 people (sold to Microfocus in 2013)

· Aveksa start-up of 50 people (sold to EMC (now DELL) for over 250M in 2013)

o Expert in process (approach) efficiency and has been very successful establishing and managing streamlined, highly effective and competitive for--profit operations. Intends to have a “next generation” non-profit that will be run as a for-profit operation would be, where feasible.

o Proven leader who has the ability to develop high-value strategies and map the right tactical activities to them so that the goals are actually achieved.

o Extremely resourceful and solutions oriented. Uses a tremendous amount of innovation and sound thinking to achieve goals.

o Very comfortable leading/managing and/or doing the front line work. Extremely positive, motivated and dedicated. Very prolific and consistently shows excellence in work done. Is highly flexible and collaborative. Operates interdependently in team situations.

Many other skills that can be leveraged. They include:

· Effectively establishing and utilizing multi--million dollar budgets

· Superior hiring/training/management methods for small to large (50+ people) organizations

· Advanced lecture and workshop development/deployment ability

· Strong software programming and business accounting skills

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 0
Number of Volunteers 2
Number of Contract Staff 1
Staff Retention Rate % 100%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 0
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 1
Other (if specified): Descended from folks from Eastern/Western Europe, Northern Africa and Asia
Gender Female: 2
Male: 2
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers 10
Management Succession Plan Under Development
Business Continuity of Operations Plan No
Organization Policies And Procedures Under Development
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy --
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit Yes
State Registration Yes

Risk Management Provisions

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Reporting and Evaluations

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

Governance


Board Chair Ms Kathleen A Gorbach
Board Chair Company Affiliation President
Board Chair Term June 2006 -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Ms Kathleen A Gorbach President Voting
Mr Michael Morrison Treasurer Voting
Mr Wayne Osmond Clerk 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: 0
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 3
Other (if specified): A combination of Eastern & Western European, North African and Asian
Gender Female: 1
Male: 2
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % --
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Under Development
Percentage of Monetary Contributions 33%
Percentage of In-Kind Contributions 100%
Constituency Includes Client Representation No

Standing Committees

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CEO/Executive Director/Board Comments

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Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown (%)

No data available

Expense Breakdown (%)

No data available

Expense Breakdown (%)

No data available

Fiscal Year Jan 01, 2018 to Dec 31, 2018
Projected Income $31,000.00
Projected Expense $31,000.00
Form 990s --
Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year -- -- --
Total Revenue -- -- --
Total Expenses -- -- --

Prior Three Years Revenue Sources

Fiscal Year -- -- --
Foundation and
Corporation Contributions
-- -- --
Government Contributions -- -- --
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue -- -- --
Investment Income, Net of Losses -- -- --
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Fiscal Year -- -- --
Program Expense -- -- --
Administration Expense -- -- --
Fundraising Expense -- -- --
Payments to Affiliates -- -- --
Total Revenue/Total Expenses -- -- --
Program Expense/Total Expenses -- -- --
Fundraising Expense/Contributed Revenue -- -- --

Prior Three Years Assets and Liabilities

Fiscal Year -- -- --
Total Assets -- -- --
Current Assets -- -- --
Long-Term Liabilities -- -- --
Current Liabilities -- -- --
Total Net Assets -- -- --

Prior Three Years Top Three Funding Sources

Fiscal Year -- -- --
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 Yes
Reserve Fund Yes
How many months does reserve cover? 12.00

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 -- -- --
Current Ratio: Current Assets/Current Liabilities -- -- --

Long Term Solvency

Fiscal Year -- -- --
Long-term Liabilities/Total Assets -- -- --

CEO/Executive Director/Board Comments

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Foundation Comments

This organization files 990-N/Postcards with the IRS, as such, there is no financial data to report in the charts and graphs above.

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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