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Elder Resource Center Inc.

 266 Main Street, Suite 28B
 Medfield, MA 02052
[P] (508) 6314510
[F] --
Coming Soon
[email protected]
Mary Roque
INCORPORATED: 2015
 Printable Profile (Summary / Full)
EIN 26-4709804

LAST UPDATED: 08/11/2015
Organization DBA ERC
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

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Mission StatementMORE »

At Elder Resource Center, we know families are overwhelmed by the many facets of care for an aging loved one: health care, safe home environments, transportation needs, legal, financial and asset planning and insurance just to name a few. These services can be hard to access, unaffordable and even intimidating.  At Elder Resource Center, we offer an affordable way to "connect the dots" for private and public resources for aging citizens through brief one on one consultations. We hope to offer a one stop shop for families who need guidance, references  and an attentive ear to help them solve their loved one's problems.

Complementing the services offered in many local towns in their senior centers, our programs will be housed in convenient locations such as libraries, assisted living communities and schools so that a wide variety of people can access information without an extra trip. We will also offer referrals to private as well as public resources.
 
Mary Roque, the founder and Executive Director is in an unique position to spearhead this effort. She has an expertise in trusts and estates and elder law and an extensive background in real estate development for senior housing.

Mission Statement

At Elder Resource Center, we know families are overwhelmed by the many facets of care for an aging loved one: health care, safe home environments, transportation needs, legal, financial and asset planning and insurance just to name a few. These services can be hard to access, unaffordable and even intimidating.  At Elder Resource Center, we offer an affordable way to "connect the dots" for private and public resources for aging citizens through brief one on one consultations. We hope to offer a one stop shop for families who need guidance, references  and an attentive ear to help them solve their loved one's problems.

Complementing the services offered in many local towns in their senior centers, our programs will be housed in convenient locations such as libraries, assisted living communities and schools so that a wide variety of people can access information without an extra trip. We will also offer referrals to private as well as public resources.
 
Mary Roque, the founder and Executive Director is in an unique position to spearhead this effort. She has an expertise in trusts and estates and elder law and an extensive background in real estate development for senior housing.

FinancialsMORE »

Fiscal Year July 14, 2015 to June 14, 2016
Projected Income $30,000.00
Projected Expense $44,000.00

ProgramsMORE »

  • Affordable transportation
  • Cable show
  • Checklist
  • Short Consultation

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

At Elder Resource Center, we know families are overwhelmed by the many facets of care for an aging loved one: health care, safe home environments, transportation needs, legal, financial and asset planning and insurance just to name a few. These services can be hard to access, unaffordable and even intimidating.  At Elder Resource Center, we offer an affordable way to "connect the dots" for private and public resources for aging citizens through brief one on one consultations. We hope to offer a one stop shop for families who need guidance, references  and an attentive ear to help them solve their loved one's problems.

Complementing the services offered in many local towns in their senior centers, our programs will be housed in convenient locations such as libraries, assisted living communities and schools so that a wide variety of people can access information without an extra trip. We will also offer referrals to private as well as public resources.
 
Mary Roque, the founder and Executive Director is in an unique position to spearhead this effort. She has an expertise in trusts and estates and elder law and an extensive background in real estate development for senior housing.

Background Statement

Elder Resource Center is a new organization but has been running its legal clinic program monthly for seven years. Each month, in the towns of Medfield, Westwood, Wrentham and Medway, Mary speaks to 3-8 elder in the senior centers one on one about their legal concerns. TO date she has spoken to approximately 400 people. She has also hosted similar clinics in Foxboro, Dover and Norwood.  During these sessions, the overall need for resources other than legal advice arises. A client may need a real estate broker or a financial planner. She may need someone to help her prepare to move or an accountant. Although the Area Agencies on Aging seek to fill this role, many do not know they are available. Moreover, at ERC, if funded, Mary will be able to recommend professionals as well as public resources by gathering names of area professionals.

The organization seeks to grow and expand its current programming by enhancing its offering of this clinic and hosting a resource center tat goes beyond legal advice.

Impact Statement

During the past seven years, Mary Roque has practiced law in Medfield and now Boston and offered a legal clinic for seniors with one on one consultations in six metro west towns. With ERC, she hopes to both to continue to offer these clinics but do so within the framework of a bona fide resource center in these six towns.

Another program she hopes to envelope in ERC is a cable program for the benefit of seniors. During 2013-14, Mary hosted a television show called "80 is the new 40" where she interviewed professionals such as physicians, professors, legacy creators, home care agency professionals and business owners who served the older adult population. The themes of the show were the betterment of the adults, their need for culture, sharing memories, caregiving and garnering support from others and the community. The goal of the show is to give information as well as help older adults thrive in their communities through the show.
 
The cable station continues to air these 10-12 programs and the impact is unknown. It is estimated that over 1000 people have seen the various shows. 

In the next year, she hopes to open 5 resource centers in Metro West and serve up to 200 seniors per year.

She hopes to continue the cable program with more input from the community. 
 

Top three accomplishments:

1. Offered legal clinic to 50 seniors in 4 metro west towns in the councils on aging sites
 
2. Spoke to 40 low income seniors in Boston at their housing sites owned and operated by Preservation of Affordable Housing (POAH) on the need for Durable Power of Attorney and Health Care Proxy.
 
3. Established a checklist for caregivers and recorded a DVD for caregivers on legal documents necessary for all seniors with the help of Tufts Health Care Foundation. 
 
Goals for next year:
 
1. Create a website for caregivers and family members that gives a checklist for needs for aging parent-cost $3,000.00
 
2. Establish a clinic setting/consultation center, checklist and volunteer community in four locations-cost-$2,000.00
 
3. Purchase an affordable elderly transportation vehicle for low cost transportation-$35,000 

Needs Statement

Needs:

20 retirement professionals need to be identified in the six communities-we will need at least one part time volunteer coordinator and several volunteers. The estimated cost is $15,000 for part time employee.

Transportation vehicle-wheel chair accessible -estimated cost $35,000.
 
We need a part time consultant and/or employee to identify sites where seniors are comfortable having these interviews/consults and scheduling time with key collaborators in the community. $20,000. 

CEO Statement

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Board Chair Statement

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Geographic Area Served

GREATER BOSTON REGION, MA
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Organization Categories

  1. Human Services - Senior Centers/Services
  2. Public & Societal Benefit - Alliances & Advocacy
  3. Community Improvement, Capacity Building -

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

Under Development

Programs

Affordable transportation

ERC would like to offer affordable transportation for aging seniors. Vans transport individuals from their homes to shopping and some other local sites. ERC could charge a nominal fee for social visits and enhance the life of the senior.
Budget  $50,000.00
Category  Public, Society Benefit, General/Other Transportation Systems
Population Served Elderly and/or Disabled Aging, Elderly, Senior Citizens Veterans
Program Short-Term Success  We will need to purchase a van and hire a driver.
Program Long-Term Success  We know transportation is a growing need. If we can transport 2000 seniors in the next year we can make most of our budget back. 
Program Success Monitored By  Number of seniors transported.
Examples of Program Success  We can help a veteran who is homebound see his friends at a restaurant or at their home.

Cable show

We hope to continue the television show "80 is the New 40" with guests and topics that inspire seniors to make enriching life style choices and plan well for any vulnerability.
Budget  $5,000.00
Category  Education, General/Other Adult Education
Population Served Elderly and/or Disabled Veterans
Program Short-Term Success  In the short term, we can only offer the programming in one site. We hope to reach 1000 seniors in Medfield in one year.
Program Long-Term Success  We hope to reach out to homebound through this program. At least one program or many could be an extension of everything offered in the sites (checklists, information) as well as other programming. We hope to reach 5000 seniors in 3 years.
Program Success Monitored By  We would have to ask for a survey during the cable programming to see if people take advantage of the resource.
Examples of Program Success  20 new people see a financial planner and save enough money to support themselves through the interest and dividends earned on their investments.

Checklist

We hope to offer a checklist for caregiver/family members to review and use with their loved one/elder. The list will include tasks to complete such as "see a Veteran's agent" and "meet with a geriatric care manager" and names of professionals and agencies to contact with in the local geographical area.
Budget  $5,000.00
Category  Human Services, General/Other Senior Services
Population Served Aging, Elderly, Senior Citizens Adults Elderly and/or Disabled
Program Short-Term Success  We will provide 200 families with checklists.
Program Long-Term Success  We will provide these checklists at various sites. We can also mail them to those who are homebound at a minimal cost -$20.00
Program Success Monitored By  Requests and disbursements.
Examples of Program Success  In a clinic settings, ERC will be able to explain and give out 20 checklists in 10 sites in the local geographical area helping families cope with many faceted crisis of caring for an aging senior with the help of several skilled professionals.

Short Consultation

This program will be offered at senior "sites". Some assisted living and other senior living sites will offer program space for this service once per month. The cost can be minimal-$10-$15
Budget  $5,000.00
Category  Housing, General/Other Housing Support
Population Served Aging, Elderly, Senior Citizens Families Females
Program Short-Term Success  10 families per clinic
Program Long-Term Success  We will be successful if we reach 200 families in the first year.
Program Success Monitored By  Number of consults
Examples of Program Success  One site will offer the service and advertise. We hope that 10 people sign up for the consults and we are able to offer the checklist as well as the consult

CEO/Executive Director/Board Comments

We know these programs are in great demand and we hope to launch them immediately. One challenge for transportation is buying a van. The goal is to keep citizens independent and informed. 

Management


CEO/Executive Director Ms. Mary J Roque
CEO Term Start July 2009
CEO Email [email protected]
CEO Experience Mary Roque has been an attorney for 25 years. She is now the principal in a Trusts and Estates practice located in Metro West and in Boston. She has a deep understanding of the plight of a family trying to navigate the course of providing elder care. She is also an expert in low income housing development and has spearheaded projects to help the elderly live safely in a service enhanced environment.
Co-CEO Mary J Roque
Co-CEO Term Start Aug 2010
Co-CEO Email [email protected]
Co-CEO Experience --

Former CEOs and Terms

Name Start End
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Senior Staff

Name Title Experience/Biography
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Awards

Award Awarding Organization Year
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Affiliations

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

External Assessments and Accreditations

External Assessment or Accreditation Year
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Collaborations

Currently, Elder Resource Center collaborates with four councils on aging in municipalities throughout the Metro West area. They include Westwood, Medfield, Medway and Wrentham. ERC offers a monthly legal clinic and a regular lecture/discussion series on various topics such as estate planning and asset protection, housing alternatives, transitions and taxes. ERC has offered a comprehensive outline for Caregivers and family memebers in the form of a checklist for any family to use in DVD form. It is entitled "Checklist for Caregivers"

CEO/Executive Director/Board Comments

We are an aging population of US citizens. The insurance and service industry is growing and changing to meet the needs of the aging population but families face a maze of choices in caring for their loved one. The need for this resource is obvious, but the method proposed by ERC is not costly and helps businesses grow. ERC does not want to reinvent the wheel. They simply want to get the word out! We hope to use our initial funding to create a website in addition to "centers" for information through placing volunteers and professionals at the service of the seniors in Massachusetts. The center concept means that anyone can sit down with another human being (not just a website of list) and go over a checklist of professionals and resources to meet their family member's needs.

Because people want to ask questions and get clarifications on what is available and who can help them, ERC is the kinder, gentler option.  

 

Foundation Comments

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Staff Information

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

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 100
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 100
Male: 0
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers 6
Management Succession Plan Under Development
Business Continuity of Operations Plan --
Organization Policies And Procedures Under Development
Nondiscrimination Policy Under Development
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
State Charitable Solicitations Permit Exempt
State Registration --

Risk Management Provisions

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Reporting and Evaluations

Management Reports to Board? No
CEO Formal Evaluation and Frequency No Annually
Senior Management Formal Evaluation and Frequency No Annually
Non Management Formal Evaluation and Frequency No Annually

Governance


Board Chair Ms. Roberta M Lynch
Board Chair Company Affiliation Medfield Council on Aging
Board Chair Term May 2015 - 2016
Board Co-Chair Mary J Roque
Board Co-Chair Company Affiliation Law Offices of Mary Roque
Board Co-Chair Term Mar 2015 - Mar 2016

Board Members

Name Company Affiliations Status
Patricia Maloney Pat Maloney-Elder Advocate Voting

Constituent Board Members

Name Company Affiliations Status
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Youth Board Members

Name Company Affiliations Status
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Advisory Board Members

Name Company Affiliations Status
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Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 3
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 3
Male: 0
Not Specified 0

Board Information

Board Term Lengths 1
Board Term Limits 3
Board Meeting Attendance % 100%
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Under Development
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Constituency Includes Client Representation Yes

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 July 14, 2015 to June 14, 2016
Projected Income $30,000.00
Projected Expense $44,000.00
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

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Foundation and
Corporation Contributions
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Government Contributions -- -- --
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    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) -- --
-- --
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2nd (Source and Amount) -- --
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3rd (Source and Amount) -- --
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Financial Planning

Endowment Value $0.00
Spending Policy N/A
Percentage(If selected) 0.0%
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 $200,000.00
Capital Campaign Dates Mar 2016 - Apr 2017
Capital Campaign Raised-to-Date Amount $0.00
Capital Campaign Anticipated in Next 5 Years? Yes

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

We are pleased to begin our first year of operation with an anticipated  funding pool. To date, we have been a volunteer organization. With added funds, we can launch this effort with a full menu of services not just a legal clinic in 4-6 sites. By year 2, 2016, we hope to have a transportation service as well. Our budget is modest, we need some material to begin to give flesh to these centers that we know will help hundreds of families at a low cost. As a result, citizens will be informed and take advantage of government and private resources alike. Businesses will thrive and government agencies will be able to do their job and allocate resources where the neediest families are. Best of all, families will get what they need-information and referrals.
 

Foundation Comments

This organization began its work on the grassroots level in 2010 and received its nonprofit status from the IRS in January of 2015, as indicated in the IRS Letter of Determination posted above. As such, a full year of financial data will be posted when it becomes 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?

Elder Resource Center strives to fill in the gaps for families of aging seniors by offering "one stop shop" for housing, legal, financial, home care, insurance and veteran's services in the form of a checklist of professionals and short consult for each person.The consult will be offered at a nominal fee and will provide a list of 3-5 professionals in each field as well as well crafted to do/check list for any elder.

ERC will be a mobile "clinic" for those seeking to age at home with dignity and appropriate amount of funding and services which are available but not often well known. The resource center will supplement what is already available in senior centers and enhance opportunities for Councils on Aging to reach out to families in need while giving private professional referrals such as lawyers, accountants, financial planners, insurance agents, home care agencies and individuals, volunteers, local and state agencies, geriatric care managers and on line resources. With the help of an affordable transportation option, seniors can really thrive.

The cable show is a way to continue to be engaged as an older person. Everyone has a story to tell and a talent to share. We need to see faces and have more conversations in this increasingly isolating and individualistic world. The "80 is the new $0" show hosted those who serve seniors as well as seniors themselves who want to share their stories, entrepreneurial ventures, family best practices and values.
 

2. What are your strategies for making this happen?

Strategies:

Long Term Goals:

Create a comprehensive checklist of areas that needs to be addressed by aging adults which will, if addressed, better their quality of life and lessen the stress as they experience limitations in health and mental stability;
 
Build an army of volunteers who are well versed in the checklist need for an aging adult by soliciting help in councils on aging, libraries and retirement communities and thoroughly training the volunteers in with the knowledge gained over the past 7 years.
 
Become a visible resource in senior housing complexes, libraries and retirement communities to allow broad access to ERC resources. 
 
Utilize existing communications-e-newsletters, mailings, local cable shows to get the word out about ERC.
 
Encourage professionals to offer incentives to older adults to avail themselves of each professional service such as free consultations, reduced rates, documents and articles that will aid in decision making.  
 
Partner with housing developers to build in this valuable resource as an added bonus for their residents. 

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

Mary Roque has been practicing lea and offering talks and legal clinics in the community since 2008 She has been able to network with area professionals to build her own practice. ERC will be a natural connection for her in the community since she already serves the older population. She looks forward to engaging volunteers in the over 60 populations in area towns to begin her work.

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

At ERC we want to touch many lives. We can count the seniors we touch by the number of people with whom we share our resources. Whether it be a consultation, a checklist disseminated or a ride, we have given someone an opportunity to be better empowered to stay connected to their community. Our local businesses will benefit from the referrals they receive and we will ask for feedback from them. We see this as a sustainable project if businesses grow locally.


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

Accomplishment to date:

Legal Clinic-2008-present-in Westwood, Medfield and 2010 (Wrentham) ad 2012 Medway. ERC has touched over 400 families' lives through 4 active sites with an average of four seniors and their families impacted over over 6 years. ERC has also given clinics in Foxboro, Dover and Norwood.