Beacon Hill Village Inc.

Transcription

1 Beacon Hill Village Inc. General Information 74 Joy Street Boston, MA (617) Website Organization Contact Laura Connors Year of Incorporation 21 1

2 Statements & Search Criteria Mission Statement Beacon Hill Village is a member-driven, non-profit organization serving residents age 5 and over who live primarily in the Back Bay, Beacon Hill, the West End and surrounding neighborhoods. We provide activities, programs, services and opportunities for community engagement as well as access to needed assistance so that we may lead active, independent and healthy lives and successfully navigate the transitions of growing older. Background Statement Since 21, BHV has been creating opportunities for older adults that change how aging is experienced and how lives are extended with dignity and increased satisfaction by providing programs and services that enable older adults to continue living in their own homes and neighborhoods. Our organization links members to service providers, offers social, educational, and wellness programs, and facilitates opportunities for meaningful community engagement. As the first "village" in the nation, which was started by older adults living on Beacon Hill, the Beacon Hill Village model has been widely replicated. Today, there are approximately 2 other villages open across the U.S. and internationally, with many more in development. The worldwide village movement now includes more than 3, elders and many more volunteers. Beacon Hill Village has received significant publicity in the form of national news coverage, and BHV's Executive Director has been invited to present the village model at international conferences, including Singapore and Taiwan. The Beacon Hill Village Board of Directors are all members of the Village, and still includes some of the organization's founding members. Impact Statement A few examples of our accomplishments during the past year include:--in the last year, BHV provided more than 33 rides to appointments and events and 95 grocery shopping trips and deliveries; checked in on our members 16 times; linked members to services 46 times; conducted more than 2 exercise classes; held 35 educational/cultural/social programs, all of which improve overall health and decrease isolation; and coordinated more than 85 volunteers (both members and non-members) who donate their time as friendly visitors, technology consultants, activity leaders, and serve on BHV committees.--as the model continues to expand, Beacon Hill Village continues to attract significant media attention. This past year, BHV has been featured in several renowned news sources including The Atlantic, U.S. News and World Report, Psychology Today, and Chronicle of Philanthropy. --Our annual renewal rate is 87% and even higher (93%) when deaths and relocation of members are accounted for. --Over 9% of our members are very or extremely satisfied with their membership in Beacon Hill Village as indicated by our most recent member satisfaction survey. Needs Statement Beacon Hill Village's most pressing needs include: --Private support for our Membership Plus (M+) program which provides deeply subsidized membership to low-to-moderate income elders. -- General operating support Service Categories Centers to Support the Independence of Specific Populations Seniors' Rights Senior Centers/Services 2

3 Geographic Areas Served Please review online profile for full list of selected areas served. 3

4 Programs Membership Plus (M+) Program Description The Membership Plus program provides deeply subsidized membership fees for up to 8 elders living in downtown Boston with low-to-moderate incomes and in need of support to remain living independently in their own homes and neighborhoods. The M+ program was specifically created to provide elders in need of services and support with equal access to a holistic, memberdirected organization that facilitates successful aging in place, while minimizing the risk of isolation and its impacts on health and well-being. Budget Category Population Served Program Short Term Success Program Long term Success Program Success Monitored By Human Services, General/Other Services for Specific Populations Aging, Elderly, Senior Citizens, Poor,Economically Disadvantaged,Indigent, Financial support enables Beacon Hill Village to provide deeply subsidized membership fees and an annual credit towards programs and services for low-to-moderate members. Our organization offers a great variety of programs, activities, and access to services that are especially beneficial to our M+ population. Our members benefit from our small professional staff and our volunteers' wealth of experience by calling the office with any inquiry no matter how great or small. We make referrals to our extensive list of vetted providers who offer a wide range of services including transportation, case management, home care, and home repair/modifications, many of which are offered at a discounted rate for members. Beacon Hill Village's Membership Plus program provides elders in need of supports, programs, and services with equal access to a holistic, member-directed organization that facilitates successful aging in place, while minimizing the risk of isolation and its impacts on health and well-being. By providing such supports Beacon Hill Village enables low-to-moderate income elders to remain living in their own homes and neighborhoods for as long as they possibly can. BHV measures and monitors success on a regular basis through a variety of methods, including renewal rates, member satisfaction surveys, M+ attendance at programs, and feedback from M+ members about selected programs and the services provided by outside vendors. 4

5 Examples of Program Success M+ Outcomes for 215: 1.) An average of 67 M+ members were served each month. 2.) Activity attendance by M+ members exceeded attendance by non-m+ members with M+ members participating in BHV activities at a rate approximately 22% greater than non-m+ members. Furthermore, M+ members attended an average of 6.5 events per year while non-m+ members averaged ) Member satisfaction with BHV and its programs and supports was consistently high across all members. Our rolling 12- month renewal rate has increased slightly over the past year from 85% to 87%. When we calculate the renewal rate for only those memberships available for renewal (i.e., excluding members who have moved out of the area or have died), the adjusted 12-month renewal rate is even higher at 93%, which also increased slightly from 91% the previous year. 4.) The average amount of financial assistance provided to M+ members during the year was $185, which was used to pay for a wide variety of services, including additional home care, minor home repairs, transportation, grocery shopping assistance, and exercise programs. 5

6 Management CEO/Executive Director Executive Director Ms. Laura M. Connors Term Start Jan 212 Former CEOs Name Term Judith Willett 21 - Feb 212 Staff Information Full Time Staff Part Time Staff Volunteers Contractors Staff Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian 7 Hispanic/Latino Native American/American Indian Other Staff Demographics - Gender Male Female Unspecified 7 Formal Evaluations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency nmanagement Formal Evaluation Annually Annually 6

7 n Management Formal Evaluation Frequency Annually Plans & Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Organization Policy and Procedures ndiscrimination Policy Whistleblower Policy Under Development Risk Management Provisions Commercial General Liability and D and O and Umbrella or Excess and Automobile and Professional 7

8 Board & Governance Board Chair Board Chair Mr. Harold Carroll Company Affiliation BHV Member Term June 216 to June 217 Board Members Name Affiliation Status John Besser BHV Member Voting Sally Brewster BHV Member Voting Harold Carroll BHV Member Voting Joanne Cooper BHV Member Voting Doug Fitzsimmons BHV Member Voting Murray W. Frank BHV Member Voting Karen L. Garvin BHV Member Voting Matthew Liang BHV Member Voting Susan McWhinney- Morse BHV Member Voting Frank Mead BHV Member Voting Atheline Nixon BHV Member Voting Elisabeth Peterson BHV Member Voting Donna Petro BHV Member Voting Stephen Roop BHV Member Voting Ken Scott BHV Member Voting Board Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian 15 Hispanic/Latino Native American/American Indian Other Board Demographics - Gender Male Female Unspecified 8 7 8

9 Board Information Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions Constituency Includes Client Representation 1% 9

10 Financials Fiscal Year Fiscal Year Start July 1, 216 Fiscal Year End June 3, 217 Projected Revenue $494,885. Projected Expenses $484,775. Endowment? Credit Line? Reserve Fund? Months Reserve Fund Covers Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $51,96 $462,555 $649,314 Total Expenses $437,684 $432,82 $43,549 Revenue Sources Fiscal Year Foundation and Corporation Contributions Government Contributions $ $ $ Federal State Local Unspecified $ $ $ Individual Contributions $247,44 $211,851 $41,583 Indirect Public Support $ $ $ Earned Revenue $213,5 $23,634 $219,867 Investment Income, Net of Losses $1,652 $6,21 $5,296 Membership Dues $ $ $ Special Events $39,85 $4,254 $22,568 Revenue In-Kind Other $679 $615 $ 1

11 Expense Allocation Fiscal Year Program Expense $377,488 $367,268 $34,731 Administration Expense $46,454 $49,22 $47,486 Fundraising Expense $13,742 $15,792 $15,332 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 86% 85% 84% Fundraising Expense/Contributed Revenue 5% 6% 4% Assets and Liabilities Fiscal Year Total Assets $816,656 $764,125 $78,477 Current Assets $238,814 $185,63 $354,774 Long-Term Liabilities $25, $ $ Current Liabilities $21,564 $56,173 $27,674 Total Net Assets $77,92 $77,952 $68,83 Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 3% % % Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Capital Campaign Currently in a Capital Campaign? Comments Foundation Staff Comments Financial summary data in the charts and graphs above is per the organization's IRS Form 99s. Contributions from foundations and corporations are included under individuals when the breakout was not available. Created Copyright 219 The Boston Foundation 11