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Healthy Waltham

 510 Moody Street
 Waltham, MA 02453
[P] (781) 314-5647
[F] --
[email protected]
Stacey Tully
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 Printable Profile (Summary / Full)
EIN 46-1174988

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



Mission StatementMORE »

To promote healthy lifestyles and well-being for families and underserved populations in Waltham through educational and collaborative programs that engage residents in healthy cooking and gardening, physical activity and involvement in natural open space within the community.

Mission Statement

To promote healthy lifestyles and well-being for families and underserved populations in Waltham through educational and collaborative programs that engage residents in healthy cooking and gardening, physical activity and involvement in natural open space within the community.

FinancialsMORE »

Fiscal Year July 01, 2017 to June 30, 2018
Projected Income $10,000.00
Projected Expense $80,000.00

ProgramsMORE »

  • Healthy Eating and Nutrition
  • Waltham Connections for Healthy Aging

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.


Mission Statement

To promote healthy lifestyles and well-being for families and underserved populations in Waltham through educational and collaborative programs that engage residents in healthy cooking and gardening, physical activity and involvement in natural open space within the community.

Background Statement

Healthy Waltham is Waltham’s only non-profit health promotion organization engaged in the fight against obesity and unhealthy lifestyles. We have over ten years’ experience helping our community increase healthy behaviors such as eating right and getting regular exercise. We promote healthy eating and active living opportunities to the most vulnerable residents including families with young children, recent immigrants, low-income residents and seniors. Our goal is to remove barriers to access, education, and affordability, making healthy living opportunities more accessible for those who live and work in our community. We provide healthy cooking classes, food tastings and demonstrations, and promote low or no cost physical activity opportunities such as community walking groups. We work across Waltham on community projects that improve the lives of our residents.

Begun as a grass roots, healthy communities coalition in 2004, Healthy Waltham has steadily expanded our reach into the Waltham Community. Originally under the fiscal sponsorship of the Waltham Partnership for Youth, Healthy Waltham incorporated in 2012 and attained independent 501(c)(3) status in 2013.

Impact Statement

Healthy Waltham has a significant impact in the Waltham community due to long-established collaborations with local non-profits, the school system, the City of Waltham, and our volunteers including interns from local universities. We run or participate in 80 programs annually, ranging from healthy eating workshops, community walks, health fairs, food tastings, and outreach events, to our most recent work launching a school-based food pantry. We are able to keep costs low due to an office provided by the city as well as many in-kind donations such as food and supplies. 

Recent accomplishments include:
  • Launch of "Fresh Chef-to-School" visiting chef program in Waltham's 6 elementary schools reaching 2,800 children multiple times annually for taste tests of new dishes and a lively presentation about healthy foods
  • Food demonstrations and tastings at multiple public events and markets reaching 4,000 people
  • "Cooking for One? Make it Fun!" workshops for seniors
  • Launch of Waltham Connections for Healthy Aging
Goals for this year include:
  • Promote fitness and healthy aging via Waltham Walks
  • Improve access to healthy foods via new Watch City Market pantry program; incorporate food demonstrations and recipes
  • Increase connections to the local business community developing volunteer and sponsorship opportunities to support our efforts
  • Continue to advance age-friendly efforts through Waltham Connections for Healthy Aging

Needs Statement

Healthy Waltham seeks funding to increase our capacity to offer health and wellness programs for youth, families, and older adults. Needs include

  • Chef Instructor/Program Coordinator ($38,000)
  • Volunteer Coordinator ($25,000)
  • Technology expertise
  • General operating support

CEO Statement


Board Chair Statement


Geographic Area Served

Healthy Waltham specifically serves the city of Waltham, MA

Organization Categories

  1. Food, Agriculture & Nutrition - Food, Agriculture & Nutrition NEC
  2. Community Improvement, Capacity Building - Community Coalitions
  3. Education -

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



Healthy Eating and Nutrition

Healthy Waltham promotes healthy eating and nutrition through multiple programs. We conduct healthy eating workshops and cooking demonstrations at partner sites such as the Boys & Girls Club, Family School, Council on Aging, public housing, and at local health fairs and farmers' markets, with a focus on lower income or underserved groups. Our programs emphasize simple, low-cost ingredients and increased vegetable consumption. In partnership with the Waltham Public Schools, Healthy Waltham has created a unique education program called "Fresh! Chef-to-School," a visiting chef program to introduce flavorful fruits and vegetables to school children and instill life-long healthy eating habits.
Budget  38,000
Category  Food, Agriculture & Nutrition, General/Other
Population Served Children and Youth (0 - 19 years) Poor,Economically Disadvantaged,Indigent Aging, Elderly, Senior Citizens
Program Short-Term Success  Nearly 100% of our survey respondents report learning something they could try at home. Student acceptance of new dishes in the school cafeterias has improved. 
Program Long-Term Success  Ultimately, this program will result in improved health, healthy weight, and lower incidence of lifestyle related diseases in Waltham. We have seen some improvement in childhood obesity in Waltham which historically has been higher than the MA state average.
Program Success Monitored By  --
Examples of Program Success 

We’d like to share the story of a local family that illustrates the impact of Healthy Waltham. Nicole is a Haitian immigrant mom we met through our healthy cooking unit at the Waltham Family School. We got to know Nicole well since her older daughter participated in our garden club at Dana Court (low income family housing) last summer, and her son participated in our healthy snack program at the learning center there. When we see her, she always talks about how she learned to hide vegetables in everything she makes for her family and that they love the food. She makes the turkey meatballs with hidden vegetables that she learned to prepare with Healthy Waltham’s chef all the time. In our healthy snack program, her son often said he didn’t like vegetables. Once he tried them with our chef, he would sit and eat a whole plate! 

We still see Nicole regularly at the Whittemore elementary school where she is a lunchroom monitor. She enjoys helping with our “Fresh! Chef to School” visiting chef program and talking to the kids about healthy eating during our lunchroom programs. She shares what she’s learned with Healthy Waltham to encourage kids to try new foods in her family and in the community.

Waltham Connections for Healthy Aging

Healthy Waltham serves as the project director for Waltham Connections for Healthy Aging, a coalition of 12 agencies and a group of senior activists striving to make Waltham one of the most age-friendly communities in Massachusetts. Our goal is to incorporate healthy aging into the policies and practices of the city to improve the lives of local seniors. We especially aim to include seniors who may be harder to reach due to economic, ethnic, or other barriers. We strengthen services of local agencies by connecting them to each other and to the seniors they serve. We also connect seniors to volunteers and volunteer opportunities.
Budget  60,000
Category  Civil Rights, Social Action & Advocacy, General/Other
Population Served Aging, Elderly, Senior Citizens Immigrant, Newcomers, Refugees
Program Short-Term Success  Our accomplishments include forming the coalition, holding multiple community events and nutrition workshops, conducting focus groups to engage and obtain feedback from diverse communities, and increasing awareness of what it means to be "age-friendly." We also distributed a newsletter to 3000 Waltham seniors with information about our program, where to turn for more information, and a list of upcoming events. We are working on a new website and working to translate our materials into Spanish and Chinese.
Program Long-Term Success  Longer term, we are working with the mayor to ultimately join the Community Compact as the first community on the healthy aging track.
Program Success Monitored By  --
Examples of Program Success 
  • Brunch and lecture held at Brandeis University in partnership with the Brandeis/Osher Lifelong Learning Institute attended by 90 people
  • Organized teams of senior volunteers at events; recruited seniors to lead weekly walking groups for Waltham Walks.
  • First Healthy Senior Citizens Day
  • Community Tea Party series to alleviate loneliness on weekends attended by 65 seniors and staffed by volunteers
  • Newsletter (paper and electronic) distributed to over 3000 seniors
  • Recruited seniors representing different communities who would like to participate and reach out to other seniors

CEO/Executive Director/Board Comments



CEO/Executive Director Ms. Stacey Tully
CEO Term Start May 2017
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
-- -- --


Award Awarding Organization Year
-- -- --


Affiliation Year
-- --
Member of state association of nonprofits? Yes
Name of state association MA Nonprofit Network, Metrowest 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 0
Number of Part Time Staff 2
Number of Volunteers 30
Number of Contract Staff 0
Staff Retention Rate % --

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 2
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 2
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 Yes
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit --
State Registration --

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 N/A N/A
Non Management Formal Evaluation and Frequency No N/A


Board Chair Dr. Nadene Stein PhD
Board Chair Company Affiliation Waltham Public Schools
Board Chair Term Nov 2012 - June 2018
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Dr Nancy Baker PhD, ANP-BC MGH Institute of Health Professions Voting
George Darcy Waltham City Council Voting
Kaytie Dowcett Waltham Partnership for Youth Voting
April Liles RD, SNS Waltham Public Schools Voting
Donnie Lucente Community Member Voting
John Peacock Waltham Chamber of Commerce Voting
Maria Russo CPA Waltham Public Schools Voting
Amanda Song Community Member Voting
Dr Nadene Stein PhD Waltham Public Schools Voting
Maureen Taddeo Retired-Waltham Public Schools 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: 10
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 7
Male: 3
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % --
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 80%
Percentage of In-Kind Contributions 10%
Constituency Includes Client Representation Yes

Standing Committees

  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Finance

CEO/Executive Director/Board Comments


Foundation Comments



Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Fiscal Year July 01, 2017 to June 30, 2018
Projected Income $10,000.00
Projected Expense $80,000.00
Form 990s

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $87,150 $93,401 $154,097
Total Expenses $128,367 $123,963 $135,855

Prior Three Years Revenue Sources

Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $0 $94,035
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- $94,035
Individual Contributions $67,863 $62,954 $48,677
Indirect Public Support -- -- --
Earned Revenue $9,987 $21,147 $11,374
Investment Income, Net of Losses -- -- $11
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind $9,300 $9,300 --
Other -- -- --

Prior Three Years Expense Allocations

Fiscal Year 2016 2015 2014
Program Expense $50,144 $53,575 $122,449
Administration Expense $47,832 $70,388 $10,374
Fundraising Expense $30,392 -- $3,032
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.68 0.75 1.13
Program Expense/Total Expenses 39% 43% 90%
Fundraising Expense/Contributed Revenue 45% 0% 2%

Prior Three Years Assets and Liabilities

Fiscal Year 2016 2015 2014
Total Assets $2,580 $42,039 $72,600
Current Assets $2,580 $31,109 $70,800
Long-Term Liabilities $0 $0 $0
Current Liabilities $1,758 $0 $0
Total Net Assets $822 $42,039 $72,600

Prior Three Years Top Three Funding Sources

Fiscal Year 2016 2015 2014
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value --
Spending Policy N/A
Percentage(If selected) --
Credit Line No
Reserve Fund No
How many months does reserve cover? 0.00

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? --

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 1.47 -- --

Long Term Solvency

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

CEO/Executive Director/Board Comments


Foundation Comments

Financial summary data in charts and graphs are per the organization's IRS Form 990s. Additional functional expense breakout detail for FY16 is per the organization's Form PC on file with the state of MA. Contributions from foundations and corporations are listed under individuals when 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?