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Wheelock College

 200 Riverway
 Boston, MA 02215
[P] (617) 8792000
[F] --
Larisa Pazmino
 Printable Profile (Summary / Full)
EIN 04-2103639

LAST UPDATED: 01/04/2019
Organization DBA --
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years Yes



Mission StatementMORE »

Wheelock College, founded in 1888 by Lucy Wheelock, is a private college with a public mission: to improve the lives of children and families.  Our more than 1,100 undergraduate and graduate students are tomorrow’s teachers, social workers, child advocates, child life specialists, and leaders. Students who are drawn to Wheelock have a commitment to service and to their communities. Many of our students are the first in their families to attend college.

Mission Statement

Wheelock College, founded in 1888 by Lucy Wheelock, is a private college with a public mission: to improve the lives of children and families.  Our more than 1,100 undergraduate and graduate students are tomorrow’s teachers, social workers, child advocates, child life specialists, and leaders. Students who are drawn to Wheelock have a commitment to service and to their communities. Many of our students are the first in their families to attend college.

FinancialsMORE »

Fiscal Year July 01, 2015 to June 30, 2016
Projected Income --
Projected Expense --

ProgramsMORE »

  • Aspire Institute
  • Undergraduate and Graduate Education
  • Wheelock Family Theatre

Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

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


Mission Statement

Wheelock College, founded in 1888 by Lucy Wheelock, is a private college with a public mission: to improve the lives of children and families.  Our more than 1,100 undergraduate and graduate students are tomorrow’s teachers, social workers, child advocates, child life specialists, and leaders. Students who are drawn to Wheelock have a commitment to service and to their communities. Many of our students are the first in their families to attend college.

Background Statement

In 1888, Boston established its first kindergartens and asked Miss Wheelock to train the teachers. Miss Wheelock founded a Kindergarten Training School at Chauncy-Hall School in Copley Square and opened it with a class of six students. In 1895, the School’s training program became a two-year course of study. From the beginning, observation of children and practice teaching were central to the Wheelock School program. Service to the communities of immigrant children and families in the many settlement houses of Boston became another core part of the program.


In 1914, Wheelock School moved to a new home at 100 Riverway. By 1933, courses in liberal arts had been greatly expanded.  From the earliest years of the school, Wheelock students engaged in direct work with children immediately, a cornerstone of Wheelock College’s current practicum system.  On November 21, 1941, an amendment to the Charter of the Corporation changed the name from Wheelock School to Wheelock College with a 14-member Board of Trustees. Wheelock emerged as a fully established college with a four-year curriculum.


The first graduate students were admitted in 1953. In 1966, Wheelock underwent a complete study and revision of its curriculum; it admitted undergraduate men for the first time, increased the number of students of color on campus; and organized the academic year into three-semesters. Wheelock initiated a sustained focus on Head Start, and the first Regional Training Office for Massachusetts was located at the College.


Wheelock established the Center for International Education, Leadership and Innovation in 1992 with a master’s in education program in Singapore.  The Center for International Education, Leadership and Innovation expanded to include a master's program in Education in Bermuda. Wheelock joined the Colleges of the Fenway consortium, sharing courses, student services, facilities, and social activities with Emmanuel College, Simmons College, Wentworth Institute of Technology, and Massachusetts College of Pharmacy.


In 2014 Wheelock College enrolled its largest incoming class ever. The College’s dedication to community service became apparent when it was awarded the 2014 Presidential Award in Education on the 2014 President’s Higher Education Community Service Honor Roll, the highest federal recognition a college or university can receive for its commitment to volunteering, service-learning and civic engagement.

Impact Statement

Academic year 2015-2016 saw growth in many programs and continued commitment to our mission. Wheelock joined many other higher education institutions and is now SAT/ACT optional, with the understanding that standardized tests are not a good reflection of college readiness.

The WheeEngage Initiative, led by the Institutional Diversity and Inclusion Council, facilitated continued dialogue about diversity, equity, and social justice.

The College welcomed US Supreme Court Justice Sonya Sotomayor. Justice Sotomayor spoke with youth as part of the college’s third Youth Symposium, which was offered to 400 middle and high school students around Boston. The topic of the Symposium was “Politics of Race, Gender, and Equity.”

The College was also an ongoing community presence in Boston and around the world. Wheelock was successful in securing funding from the Commonwealth of Massachusetts for its Aspire Institute Teacher Support Program and for a partnership with the Mattapan Behavioral Health program. The College also received funding from a major foundation in Singapore to work with preschool principals in that country. The College completed a planning grant in partnership with the University of Fort Hare in South Africa and South Africa Partners to launch an Early Childhood Centre of Excellence.

The Wheelock College Center of Excellence for Military Children and Families received the 2016 Pete Taylor Higher Education Partnership of Excellence Award for its community-partnership work with military families. Wheelock’s partners were the Children of Fallen Patriots Foundation, Massachusetts National Guard State Family Program, Tri-Ad Veterans League, Massachusetts Department of Early Education and Care, and the state Head Start Collaboration Office.

In addition to expanding the successful STEM in the City! summer camp program for middle school students, Wheelock launched WriteNow@Wheelock, a creative writing camp for rising 8th through 11th graders.

Needs Statement

Our most pressing needs include: 
1. Financial aid/scholarship: 95% of our students use some financial aid, and we serve many students from low-income families. We continually seek to endow scholarship funds and support existing scholarship funds so that we can reduce the debt burden for our students. We also continually seek support for student travel including service learning programs such as our annual service trips to New Orleans.
2. Capital needs: The College will be undertaking multiple improvement projects in the next several years, including renovation of science classrooms and improvements to the technology infrastructure.
3. Community partnerships: Wheelock has several partnerships with community based organizations and answered the call of former Boston Mayor Tom Menino to operate the Mattahunt Community Center, which was on the brink of closing. The College managed the Center from 2010-2016. 
4. Research: Our faculty are engaged in exciting research in the fields of education, human development, behavioral sciences, life sciences, and other fields. Funding support will help to develop faculty research projects which have the potential for broad influence. 

CEO Statement


Board Chair Statement


Geographic Area Served


Organization Categories

  1. Education - Higher Education
  2. -
  3. -

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



Aspire Institute

 The Aspire Institute’s mission is to advance knowledge and solutions in response to social and educational challenges. To fulfill this mission, we collaborate with Wheelock faculty, staff, and community partners to envision and develop effective policy and practice in the fields of education, child and human development, and health and wellness.

In all its efforts, Aspire addresses disparities in education and social welfare in the Greater Boston area and beyond, with a focus on engaging and providing services to racially, cultural and economically diverse populations.

Aspire has emerged as a leading local policy adviser and convener, strategic planning partner, and statewide professional development provider. Aspire projects have benefited over 7,000 educators and human service professionals, and have led to policy changes and program development at the state, city, and school district levels.


Budget  --
Category  Education, General/Other
Population Served US
Program Short-Term Success  TBD
Program Long-Term Success  TBD
Program Success Monitored By  TBD
Examples of Program Success  TBD

Undergraduate and Graduate Education

Wheelock College offers bachelors and master's degrees as well as graduate certificate programs. Most students attend at the Boston campus but the College also has a program in Worcester and in Singapore. Programs include American Studies, Art History, Child Life and Family Centered Care, Communications/Media Literacy, Early Childhood, Elementary, and Special Education, Environmental Studies, Humanities, Integrated Sciences, Juvenile Justice/Youth Advocacy, Math, Math/Science for Teaching, Nonprofit Leadership, Performing Arts, Political Science and Global Studies, Psychology and Human Development, Social Work, and Visual Arts. The college currently enrolls more than 860 undergraduates and 460 graduate students.
Wheelock maintains an average student/faculty ratio of 11:1. Most students, 65%, live on campus. We are an NCAA Division III school with various sports including basketball, lacrosse, and cross country.  
Budget  --
Category  Education, General/Other Postsecondary Education
Population Served College Aged (18-26 years) Adults
Program Short-Term Success  Short term success is measured by our enrollment, retention, and graduation rates, which are higher than the national average. Starting with the admission process we strive to ensure that every student who enrolls at Wheelock College is a good fit with our mission and culture. The Office of Student Success provides a number of services to support students, particularly the large and growing number of first generation college students attending Wheelock.
Program Long-Term Success  Our long-term success is measured by our alumni, numbering more than 18,500 and living in every state in the US and 44 countries. These alumni are teachers, social workers, child life specialists, child advocates, community leaders, business leaders, and artists, and they are living our mission to improve the lives of children and families every day.
Program Success Monitored By  We monitor success through measuring enrollment, retention, graduation, and by staying in touch with alumni. 
Examples of Program Success  Marci Leno '11:
"My Wheelock story actually begins before I even knew what the definition of Wheelock was. I was receiving treatment at Boston Children's Hospital following an accident and found myself quite frequently passing the time between appointments by perusing the Coop. On one of these many visits to the store, I noticed in the basement that they were selling Wheelock College clothing. I didn't even give it second thought...well, that is, until I applied and was accepted. I was originally supposed to attend Lasell College in neighboring Newton, but lucky for me I noticed the Wheelock apparel and began to research the school that would ultimately change my life. I attended Wheelock College from the fall of '07 until graduation in the spring of '11, and it certainly is a choice I am very glad I made. Wheelock is a very special, dedicated, and focused institution and one I am proud to be an Alum of! Keep up the good work, Wheelock!"

Wheelock Family Theatre

Since Wheelock Family Theatre (WFT) was established in 1981, our mission has been to make professional theatre experiences accessible to everyone. We are especially dedicated to those who are historically under-served: people of color, people with disabilities, and economically disadvantaged families. WFT’s play selection, non-traditional casting policy, affordable ticket prices, Education Program, and access provisions for people with disabilities have always reflected an unwavering commitment to inclusive, professional theatre. Our commitment to affordability and accessibility and accommodation brings theatre within the reach of every child. Our pioneering casting policy brings characters of every age, race, and physical ability to our stage, adding special resonance to the theatre experience for children of color and children with disabilities. The power of seeing themselves onstage is transformative.

Budget  $1,500,000.00
Category  Arts, Culture & Humanities, General/Other Performing Arts
Population Served Children and Youth (0 - 19 years) Families At-Risk Populations
Program Short-Term Success  The short-term success of the WFT is measured in the number of people who attend each show (approx. 40,000 per year), including the number of children and youth who attend through school partnerships and discounted matinees. It is also measured in the number of children and youth - particularly from low-income families- who attend our educational programs.
Program Long-Term Success  The long-term goal of the WFT is to create lifelong patrons of live theatre and to inspire young people to see themselves on stage. We do this by creating an affordable and accessible experience for children and families who might otherwise never experience live theatre. We also offer a highly regarded educational program with after school, weekend, and summer classes for all ages.
Program Success Monitored By  Success is measured by tracking attendance at shows and educational offerings, reviews of shows by local media, and surveys by parents and teachers about the impact of the WFT experience on their students.
Examples of Program Success  TBD

CEO/Executive Director/Board Comments



CEO/Executive Director Dr. David J. Chard Ph.D.
CEO Term Start July 2016
CEO Email
CEO Experience

David J. Chard, Ph.D. became the 14th President of Wheelock College in 2016. As the inaugural dean of the Simmons School of Education and Human Development at SMU, Dr. Chard created a strategic vision focused on undergraduate and graduate programs built on evidence-based practices. Among his accomplishments were developing a qualified and diverse faculty, strengthening interdisciplinary collaborations, building new academic programs and fostering a positive culture. During his ten-year tenure the Simmons School grew to include five departments with an operating budget of over $25 million. 

Dr. David Chard

"I love that Wheelock College sees diversity, access, and inclusiveness as keys to success and has combined this vision to create a culture focused on social justice through educational excellence and community engagement," said Dr. Chard. "I am excited to grow the college's capacity to advance the mission."

Dr. Chard's was appointed by President Barack Obama to serve a three-year term on the Board of Directors for the National Board of Education Sciences. He is also a member of the International Academy for Research on Learning Disabilities and serves on the Board of Directors of the National Center for Learning Disabilities. He served as the Associate Dean, Curriculum and Academic Programs and an Assistant/Associate Professor of Special Education at the University of Oregon. He has also held administrative and academic roles at the University of Texas-Austin and Boston University.

He holds a BS in mathematics education from Central Michigan University and a Ph.D. in special education from the University of Oregon. Dr. Chard has published more than 100 journal articles, monographs, book chapters, and books, including children's textbooks in mathematics and literacy, among many other contributions to the field. Dr. Chard is the father of three adult children. 

Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience

Former CEOs and Terms

Name Start End
Ms. Jackie Jenkins-Scott July 2004 June

Senior Staff

Name Title Experience/Biography
Dr. Detris Adelabu Interim Dean of Arts and Sciences Dr. Detris Adelabu has assumed several leadership roles in the Psychology and Human Development Department, our largest department in the College. Through her commitment to provide access and opportunity to a quality education for underrepresented students, she has partnered with graduate programs across the country to create a deliberate pathway to undergraduate research and to graduate study. As chair of the Psychology and Human Development Department, Dr. Adelabu led efforts to improve faculty development and student success. Under her leadership, Psychology and Human Development created the Counseling Psychology major, which is now the fastest growing major at the College. Dr. Adelabu has made numerous national presentations to educators on topics related to African American student achievement, school climate, and ethnic identity. Her most recent publications appear in the Journal of Community Engagement and Scholarship and the African American Learner. Dr. Adelabu received tenure in 2007.
Dr. Linda Banks-Santilli Interim Dean for Graduate and Professional Programs Dr. Linda Banks-Santilli is the first Wheelock College alum to assume a leadership role in academic administration. She has been a faculty member for 15 years in the department of Elementary Education. She has seen the institution from a variety of perspectives including as a student, former trustee, President of the Alumni Association and faculty member. She will use her research interest in first generation college students as a foundation for increasing retention and success of Wheelock's undergraduate and graduate students. She is published Journal of Case Studies in Education, Profiles in Diversity Journal, The Washington Post, and in Equity and Excellence in Education. Dr. Banks-Santilli received tenure in 2007.
Dr. Hope Haslam Straughan Associate Dean of Social Work

Hope Haslam Straughan joined Wheelock College in fall 2000 as a part-time MSW faculty member, followed by service as the Social Work Field Coordinator through 2003, and then shifting into a tenure track Social Work position in the fall of 2003. Hope received promotion to Associate Professor and tenure in the spring of 2010, and became the Interim Chair of Social Work in November of 2010, and the Director of the MSW program in January, 2011. She is currently Associate Dean of Social Work.

Her research and scholarship interests include spirituality within social work assessment and intervention, justice-based social work, and foster care and adoption. The majority of her time is spent collaborating with the other administrative leaders in social work (BSW Director, Director of SW Field Education, and the Faculty Assistant), in order to support and equip the full and part-time Social Work faculty and students in their human rights and justice-based projects, research, and teaching.

Currently, she co-teaches a section of the human rights action project MSW capstone, "Integrative Project Seminar I & II," as well as an interdisciplinary elective taught in the January intersession entitled "Spirituality in the Lives of Children and Families." She strives to set up a classroom environment that allows for a learning community to evolve. She views the learning process as a journey, partnered between the faculty and students, paralleling the worker and client partnership, requiring creativity, responsiveness, and knowledge/skill/value expertise.

She serves as a volunteer foster care case reviewer for the Department of Children and Families and is on the board of FAMILY, Inc., and a leading member of the North American Association of Christians in Social Work (NACSW) Massachusetts chapter.

Dr. Adrian Haugabrook Vice President for Student Success and Engagement Dr. Adrian Haugabrook brings over 25 years of higher education and nonprofit leadership to Wheelock. His priority is to continually enhance the academic, co-curricular and extracurricular experience for all students and provide strategic guidance and leadership for faculty, staff and administration on ways to implement these enhancements. Adrian provides direct oversight for academic support services, athletics, student affairs and student life. His higher education career has included enrollment management (undergraduate and graduate), community partnerships, institutional diversity, student affairs and student retention services. He has published and presented extensively on issues related to college access, affordability, and success, expanding learning opportunities for college students, diversity in higher education, and higher education policy. He also teaches organizational leadership, social entrepreneurship, and multicultural education. He is a national expert on afterschool education policy and programming and its relationship to college access and success and has been called upon by different states and Capitol Hill to present on afterschool issues. Prior to joining Wheelock, Adrian was Vice President for Local College Access Programs at TERI (The Education Resources Institute), where he increased TERI's college access programs and services in the Greater Boston area through strong partnerships and collaborations with schools, school districts, community-based organizations, state agencies, the Massachusetts legislature, and local and national foundations. He previously served at Boston-based Citizen Schools as Executive Director of Public Policy and Alliances. He was also Assistant Dean of Students at the University of Massachusetts Boston and Assistant Dean of Student Services and Multicultural Affairs at Framingham State University. Adrian also served at Georgia Southwestern State University and the University of West Georgia. Adrian has a deep commitment to civic engagement. He serves on the Board of Directors for City Year Boston, University of Massachusetts Boston Board of Overseers and is Vice Chair of the Diaconate Board at Myrtle Baptist Church (West Newton, MA). Adrian and his family are a Family Host for the Fresh Air Fund. He recently served as Board Chair, National AfterSchool Association (Washington, DC); New England Regional Council, College Board; MetroWest Community Healthcare Foundation (Founding Trustee); Council on Education for Public Health (Washington, DC); and Greater Boston Kappa Charities Foundation. He served on Massachusetts Governor Deval Patrick's Education Readiness Project. Adrian has received several honors and awards for his leadership and service to his community and profession. He holds a Doctor of Education degree from the University of Massachusetts Boston; a Master of Science in Administration from Georgia Southwestern State University; and B.S. degree from the University of West Georgia.
Ms. Anne Marie Martorana Vice President and Chief Financial Officer

Anne Marie Martorana has served as Wheelock College's Vice President and Chief Financial Officer since 2006. In this role, she leads all functional activities related to finance, investments, human resources, legal and insurance matters. She is also the senior officer responsible for the administration of the College's financial aid programs. Previously, Martorana served as Wheelock's Associate Vice President for Finance from 2000-2006 and its Controller and Director of Financial Services from 1998-2000.

Prior to joining Wheelock, she held corporate financial management positions for software and service companies focusing on the areas of accounting, financial management, treasury and tax, always drawn to organizations where mission mattered. Earlier, she worked at Peat, Marwick, Mitchell & Co. (now KPMG), an international accounting firm, auditing clients in a variety of industries including financial services, manufacturing and not-for-profit.

Martorana is a trustee of the Academy of the Pacific Rim Charter Public School in Boston, where she has served as treasurer and is the current board chair. In addition, she sits on YouthBuild USA's Audit and Finance Committees and on the Colleges of the Fenway, Inc.'s Audit Committee. She is also treasurer of NEEIA Compensation, Inc., a self-insurance group.

Martorana enjoys guest lecturing for Wheelock's graduate organizational leadership program and for Boston College's Lynch School of Education. She regularly serves on visiting peer review teams for the New England Association of Schools and Colleges (NEASC). A CPA, she earned her accountancy degree at Bentley University.

Ms. Mary McCormack Dean of Student Success --
Ms. Jennifer Rice Vice President for Development and Alumni Relations

Jennifer Rice was named Vice President for Development and Alumni Affairs in January 2014 after serving for eight months as Wheelock's Interim Vice President for Development and Alumni Relations. Ms. Rice was previously a consultant with The Wayland Group, a regional consulting firm to nonprofit organizations. She served as a consultant to Wheelock in 2006 as part of the Wayland Group team that developed a Strategic Advancement Plan for the College as part of its planning for the Campaign. During her tenure at The Wayland Group, Ms. Rice worked with a variety of clients, including: the Museum of Science, Mass General Hospital for Children, The Boston Children's Museum, Mattapan Community Health Center, Milton Academy, New England Center for Children, Tenacity, Wentworth Institute of Technology, Newbury College and Thunderbird School of Global Management. She worked on projects such as feasibility studies, campaign plans, development assessments and long range-plans.

Prior to becoming a consultant, Ms. Rice worked at The John F. Kennedy Library Foundation for 10 years in development. At the Kennedy Library Foundation, she managed numerous events, grew the national membership base, increased annual program revenue, and ran a successful capital campaign.

Originally from New York City, Ms. Rice attended Bates College and has an MBA in Non-Profit Management from Boston University. She has served on the Board of the Massachusetts Chapter of the Association of Fundraising Professionals as an annual fund volunteer and as fundraising co-chair for her class at Bates. She has also volunteered on a number of gala committees.


Award Awarding Organization Year
-- -- --


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

External Assessments and Accreditations

External Assessment or Accreditation Year
Council on Social Work Education - Accreditation --
National Council for the Accreditation of Teacher Education - Accreditation --
New England Association of Schools and Colleges --



CEO/Executive Director/Board Comments


Foundation Comments


Staff Information

Number of Full Time Staff 217
Number of Part Time Staff 53
Number of Volunteers 0
Number of Contract Staff 116
Staff Retention Rate % --

Staff Demographics

Ethnicity African American/Black: 64
Asian American/Pacific Islander: 12
Caucasian: 301
Hispanic/Latino: 31
Native American/American Indian: 0
Other: 1
Other (if specified): --
Gender Female: 289
Male: 125
Not Specified 0

Plans & Policies

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

Risk Management Provisions


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. Barbara Sallick
Board Chair Company Affiliation Chair
Board Chair Term May 2017 - June 2018
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Ms. Susan Bruml Simon Admissions Advantage; Class of 1973 Voting
Ms. Joyce E. Butler Class of 1973 Voting
Ms. Elizabeth Cluett Thors Wellington Management Company Voting
Ms. Patricia Cook Cook & Co., Class of 1969 Voting
Ms. Paula Davison Class of 1974 Voting
Ms. Sally Edmonds Class of 1955 NonVoting
Mr. Fred K. Foulkes Boston University Voting
Ms. Elizabeth H. Gerlach Beth Israel Deaconess Medical Center Voting
Mrs. Ellen Haebler Skove Class of 1949 NonVoting
Mr. Ranch C. Kimball Cambridge Innovation Center Voting
Mr. Edward H. Ladd Standish Mellon Asset Management NonVoting
Mr. Leverett Lee Wing Community Volunteer Voting
Mr. Robert A. Lincoln Boston Trust and Investment Management Co. Voting
Ms. Lisa McCabe Biagetti Class of 1980 Voting
Ms. Karen Mutch-Jones TERC, Class of 1982 Voting
Ms. Judith Parks Anderson Class of 1962 NonVoting
Mr. Matthew Pearson Wells Fargo Securities Voting
Mr. Shannon Pittman Northeastern University; Class of 2008 Voting
Ms. Linda B. Port SJ Advisors Voting
Ms. Barbara G. Sallick Waterworks; Class of 1961 Voting
Ms. Barbara G. Sallick Class of 1961 Voting
Ms. Elizabeth R. Segers Segers Consulting Voting
Ms. Joanna Sharkey Oshman Class of 1998 Voting
Ms. Kathy Simons MIT; Class of 1979 MS Voting
Mr. Daniel Stern Terris Brandeis University Voting
Ms. Karen Sturges Class of 1987MS Voting
Ms. Beverly Tarr Mattatall Class of 1972 Voting
Ms. Kate Taylor Community Volunteer Voting
Mr. Scott Wennerholm Community Volunteer 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: 2
Asian American/Pacific Islander: 1
Caucasian: 27
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 21
Male: 11
Not Specified 0

Board Information

Board Term Lengths 1
Board Term Limits 0
Board Meeting Attendance % --
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 97%
Percentage of In-Kind Contributions --
Constituency Includes Client Representation Yes

Standing Committees

  • Audit
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Governance and Policy
  • International Connections
  • Investment

CEO/Executive Director/Board Comments


Foundation Comments



Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year July 01, 2015 to June 30, 2016
Projected Income --
Projected Expense --
Form 990s

2015 990

2014 990

2013 990

2012 990

Audit Documents

2015 Audited Financials

2014 Audited Financials

2013 Audited Financials

2012 Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $58,081,834 $60,713,457 $52,572,170
Total Expenses $56,981,999 $54,315,961 $54,865,341

Prior Three Years Revenue Sources

Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
-- -- --
Government Contributions $571,243 $924,445 $2,435,330
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $571,243 $924,445 $2,435,330
Individual Contributions $6,024,047 $9,835,872 $4,515,235
Indirect Public Support -- -- --
Earned Revenue $48,240,908 $46,316,545 $44,217,910
Investment Income, Net of Losses $2,544,244 $2,962,494 $534,029
Membership Dues -- -- --
Special Events $104,816 $81,292 $467
Revenue In-Kind -- -- --
Other $596,576 $592,809 $869,199

Prior Three Years Expense Allocations

Fiscal Year 2015 2014 2013
Program Expense $44,380,561 $43,690,744 $43,460,447
Administration Expense $11,938,270 $9,974,822 $10,270,165
Fundraising Expense $663,168 $650,395 $1,134,729
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.02 1.12 0.96
Program Expense/Total Expenses 78% 80% 79%
Fundraising Expense/Contributed Revenue 10% 6% 16%

Prior Three Years Assets and Liabilities

Fiscal Year 2015 2014 2013
Total Assets $145,909,951 $149,969,253 $137,725,820
Current Assets $14,337,866 $14,168,228 $11,034,207
Long-Term Liabilities $41,125,021 $42,059,422 $42,666,165
Current Liabilities $5,042,995 $6,317,532 $6,362,453
Total Net Assets $99,741,935 $101,592,299 $88,697,202

Prior Three Years Top Three Funding Sources

Fiscal Year 2015 2014 2013
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value $54,359,581.00
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? --

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 2.84 2.24 1.73

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 28% 28% 31%

CEO/Executive Director/Board Comments


Foundation Comments

Financial summary data in charts and graphs are per the organization's IRS Form 990s. Contributions from foundations and corporations are listed under individuals when the breakout was not available.


Other Documents

Fact Sheet (2016)


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?