The St. Vincent de Paul Society at St. Charles Church in Woburn

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1 The St. Vincent de Paul Society at St. Charles Church in Woburn General Information 28 Main Street Woburn, MA 181 (781) Website Organization Contact Robert Jamieson Year of Incorporation

2 Statements & Search Criteria Mission Statement The St. Vincent DePaul Society at St. Charles Church, Woburn MA is part of the international Catholic lay organization offering assistance to individuals and families experiencing financial hardship. We assist people regardless of what, if any, religious affiliation they may have. We interact with other community resource organizations in efforts to help clients manage their way out of their current financial need. Background Statement St. Vincent depaul at St. Charles has been operating for 25 years and some our original volunteers still serve on the board. We receive donations from church attendees and residents (mostly Woburn) and use those funds to provide clients with short-term assistance for food, rent, utilities, clothing, dental care, education, etc. Impact Statement During the past year we've moved our pantry operation to much larger and brighter quarters. We added new lighting, painted, installed new floor covering and new grocery shelving. We also purchased a new refrigerator - freezer and now provide refrigerated and frozen foods to our clients. We saved money by obtaining donated tables and chairs, lighting, and much of the labor. We are now increasing the operating hours to serve clients in the late afternoon and early evening. We had the pleasure of providing donated food to 462 people during our last reporting year, made 125 home visits, and spent $21,181. assisting clients with rent, utilities, and clothing. We added two new programs: Dental Care and Educational Assistance. The Dental Care program provides select clients with much needed care and products for mouth hygiene. We pay for dental cleaning, fillings, and now stock dental care products in our pantry. Educational assistance will allow low income families to keep their child in St. Charles School. We are currently assisting four families, one Brazilian, one African-American, one Jamaican, and one Caucasion. We will also provide clothing assistance for the children at the beginning of the next school year. Needs Statement Our needs are our clients needs, meaning that our most pressing need is donations of money. Money to assist clients with utility bills, rent, and clothing. And to support our Life Change initiatives providing assistance with child care, education, counseling, job training and employment. And we need donations of food, paper products, and soap/shampoo/toothpaste/brushes for our pantry. Board Chair Statement Our small group of volunteers has assisted families in need for over 25 years. Our ability to help is limited by the donations we receive. We spend 1% of those donations directly on assistance. We have many happy-ending stories that nourish our energy. A case this past year was a single mother of two girls. She had lost her job, needed immediate financial help, and needed to update her computer skills to qualify for a better job. We assisted her with food until she found part-time employment and while she attended computer classes. Her life is now much improved and her stress reduced. Service Categories Fund Raising & Fund Distribution 2

3 Geographic Areas Served Woburn MA 181 Please review online profile for full list of selected areas served. 3

4 Programs Lifestyle Improvement Description This program will expand our services from our current short-term relief efforts to offering long-term lifestyle improvement for cases deemed appropriate. We will add a variety of counseling services; finance management, education, job training, and job search. We would seek out professionals to assist with the various disciplines and, working with our volunteers, develop and implement client specific programs to help them achieve a better life. We would ultimately seek out businesses to assist in training and ultimately hiring the client. We will document each case, the steps taken, and the results. Our first year would include the up-grading of our pantry and office space and the goal of implementing the new services with three clients. Budget 25 Category Population Served Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success Human Services, General/Other Family-Based Services Families, Poor,Economically Disadvantaged,Indigent, Unemployed, Underemployed, Dislocated Our goal is to work with three families during the first 12 months and have completed, or have in process, the necessary steps to bring them to their individual lifestyle improvement goal. The long-term success of this program will be families moving from dependency to independence, from non-productive to productive, resulting in a happier life (permanent lifestyle improvement).. We will document the steps planned for each individual client/family, the progress to plan, and the final result. This monitoring will be done by our volunteers at St. Vincent depaul while adjustments and improvements will be made as experience guides us. As detailed in the previous sections, we'll have a case-by-case reporting that will detail the success (and non-success) of each. 4

5 Management CEO/Executive Director Executive Director Term Start Jan 213 Mr. Robert J. Jamieson Experience Has been a volunteer of the society for 25 years. Current president of Jamieson Management Co. Inc.(since 1997). Prior to that was a corporate quality control manager at Digital Equipment Corp. Co-CEO Co-CEO Mrs. Mary Cahill Term Start Jan 213 Experience Mary has volunteered for the society for several years. cahillm16@yahoo.com Former CEOs Name Term Mrs. Julie Boyle Jan 29 - Dec Ms. Mary Meehan Jan Dec Staff Information Full Time Staff Part Time Staff Volunteers Contractors 11 Staff Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian Hispanic/Latino Native American/American Indian Other Staff Demographics - Gender Male 5

6 Female Unspecified Formal Evaluations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency nmanagement Formal Evaluation n Management Formal Evaluation Frequency Plans & Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Does your organization have a Business Continuity of Operations Plan? Management Succession Plan? Organization Policy and Procedures ndiscrimination Policy Whistleblower Policy Registration Permit? 6

7 Board & Governance Board Chair Board Chair Mr. Robert James Jamieson Company Affiliation none Term Jan 213 to Dec 214 Board CoChair Board CoChair Mrs. Mary Cahill Company Affiliation none Term Jan 213 to Dec 214 Board Members Name Affiliation Status Mrs. Sharon Black none nvoting Mrs. Mary Cahill none Voting Mr. Phil Dalleva none Voting Mrs. Bridgid Grammer Community Volunteer Voting Deacon Philip Hardcastle none Voting Mrs. Susan E Jamieson none Voting Mr. Robert J Jamieson none Voting Ms Cynthia Kendall none Voting Ms Mary Meehan none Voting Mrs. Mary Pollard none Voting Mr. Fred (Fermin) Rodriguez none Voting Board Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian 1 Hispanic/Latino 1 Native American/American Indian Other Board Demographics - Gender Male 4 7

8 Female Unspecified 7 Board Information Board Term Lengths Number of Full Board Meetings Annually Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions Constituency Includes Client Representation % 8

9 Financials Fiscal Year Fiscal Year Start July 1, 212 Fiscal Year End June 3, 213 Projected Revenue $25,. Projected Expenses $25,. Endowment? Credit Line? Reserve Fund? Months Reserve Fund Covers Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $83,482 $49,727 $24,262 Total Expenses $67,213 $24,95 $24,262 Revenue Sources Fiscal Year Foundation and Corporation $5, $25, -- Contributions Government Contributions $ $ $ Federal State Local Unspecified Individual Contributions $23,682 $24,75 $24,262 Indirect Public Support Earned Revenue Investment Income, Net of Losses -- $1 -- Membership Dues -- $21 -- Special Events Revenue In-Kind $9, Other

10 Expense Allocation Fiscal Year Program Expense $64,518 $21,182 $24,262 Administration Expense $2,695 $3, Fundraising Expense Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 96% 85% 1% Fundraising Expense/Contributed Revenue % % % Assets and Liabilities Fiscal Year Total Assets $ $ $ Current Assets $ $ $ Long-Term Liabilities $ $ $ Current Liabilities $ $ $ Total Net Assets $ $ $ Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 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? Capital Campaign Anticipated in Next 5 Years? Comments CEO Comments The following figures are our actual spending (gifting) for the past three years. We do not give cash to clients but pay directly to vendors (oil, electric, rent, etc.) 21 = $23, = $21, = $24,262. Additionally we provide each year approximately 5 bags of food from our pantry operation. Foundation Staff Comments The audited financial and IRS Form 99 documents posted above are for the Society of Saint Vincent De Paul in the Archdiocese of Boston (the entire Boston district). The data displayed in the charts and graphs above is per the St. Charles Church in Woburn chapter and reflects their local operations only. Please note, the local data above covers a July 1 - June 3 time period and the entire Boston district follows an Oct. 1 - Sept. 3 fiscal year. Created Copyright 218 The Boston Foundation 1