UNITE TO MAKE CHANGE THAT LASTS.
Annual Report 2015 – 2016
United Way of Massachusetts Bay and Merrimack Valley UnitedWayMassBay.org
OUR MISSION: Unite to create positive, lasting change for people in need.
WHY THESE WORDS? Unite. Our focus and ability to unite communities and harness their power, their expertise, and their commitment to create better lives for those in need is what sets us apart from other nonprofits. The large, challenging issues that we take on require everyone pulling together to create lasting solutions. Positive, Lasting Change. We and our supporters – both donors and volunteers – are motivated and focused to create permanent change. Not “band-aid” solutions. People in Need. We serve those in need, whether that need comes from a sudden setback or the daily struggle to simply make ends meet.
LEARN MORE: UNITEDWAYMASSBAY.ORGUNITEDWAYMASSBAY.ORG 1 2 Annual Report 2015 – 2016 United Way of Massachusetts Bay and Merrimack Valley OUR FOCUS:
We focus on two foundations of better lives: Financial Opportunity and Educational Success.
OUR GOALS:
Financial Opportunity. Our goals are that individuals and families have safe housing, healthy food, and quality childcare. That they have a job that allows them to support themselves and their family. And that they have access to financial tools and coaching to help them build a better future.
Educational Success. Our goals are that children enter school ready to learn, develop critical social and academic skills, and get the support they need to stay in school and graduate.
LEARN MORE: UNITEDWAYMASSBAY.ORGUNITEDWAYMASSBAY.ORG 3 FINANCIAL OPPORTUNITY
1,280 tax returns filed by 28 volunteer tax preparers, gave back over $700,000 to lower income families
600 homeless and at-risk families from the Greater Secoast region stabilized their housing situation
1,640 families supported through home visiting and parent education programs 4 Annual Report 2015 – 2016 United Way of Massachusetts Bay and Merrimack Valley OUR APPROACH:
• We identify the most pressing issues and target resources to the areas of greatest need. • We fund the most effective nonprofits and programs, measure their progress against agreed upon objectives, and provide them with extensive support. • We provide unrestricted funds to our nonprofit agency partners. This allows each agency to apply the funds where they are needed most, to deliver the greatest impact. • We harness the power of communities working together – individuals, businesses, nonprofits, and government agencies – to deliver lasting change. • We mobilize thousands of volunteers to help those in need.
LEARN MORE: UNITEDWAYMASSBAY.ORG UNITEDWAYMASSBAY.ORG 5 6 Annual Report 2015 – 2016 United Way of Massachusetts Bay and Merrimack Valley OUR STRATEGIES:
FINANCIAL OPPORTUNITY
• We support nonprofit agencies with proven success in helping: – Homeless individuals and families get housing; – Individuals and families on the brink of homelessness stay in housing.
• We advocate for new programs to address homelessness.
• We support and fund nonprofits with proven success in workforce development, including: – Job training and placement; – Career coaching and advancement.
• We operate Financial Opportunity Centers. These are “one-stop shops” that provide comprehensive training in financial skills, including: creating and managing a budget, establishing a savings plan, building a strong credit rating, and buying a home.
LEARN MORE: UNITEDWAYMASSBAY.ORGUNITEDWAYMASSBAY.ORG 7 8 Annual Report 2015 – 2016 United Way of Massachusetts Bay and Merrimack Valley OUR STRATEGIES:
EDUCATIONAL SUCCESS
• We support agencies and programs that provide quality childcare and cultivate children’s social and emotional skills.
• We ensure that preschool developmental screening is available to children, and that children who need interventions receive them.
• We support after-school programs with proven success at: – Building academic, social, and emotional skills; – Teaching perseverance.
• We support summer learning programs that have proven to offset summer learning loss.
• We improve middle school students’ skills in science, technology, engineering, and math.
• We connect youth with strong mentors through scholarship and entrepreneurship programs.
UNITEDWAYMASSBAY.ORG 9 LEARN MORE: UNITEDWAYMASSBAY.ORG TOGETHER, WE CAN DO MORE THAN ANY OF US CAN DO ALONE
— WE FOCUS ON TWO FOUNDATIONS OF BETTER LIVES — FINANCIAL OPPORTUNITY – Safe housing, healthy food, and quality childcare; – Job training and placement; – Access to financial tools and coaching.
10 Annual Report 2015 – 2016 United Way of Massachusetts Bay and Merrimack Valley EDUCATIONAL SUCCESS – Enter school ready to learn; – Develop critical social and academic skills; – Get the support they need to stay in school — WE FOCUS ON TWO FOUNDATIONS OF BETTER LIVES — and graduate.
We deliver the greatest impact by: • Identifying the most pressing issues • Harnessing the power of communities and targeting resources to the areas working together – individuals, of greatest need. businesses, nonprofits, and government agencies – • F unding the most effective nonprofits to deliver lasting change. and programs, measuring their progress against agreed objectives, and providing • Mobilizing thousands of volunteers them with extensive support. to help those in need.
• Providing unrestricted funds to our nonprofit agency partners. This allows each agency to apply the funds where they are needed most, to deliver the greatest impact.
UNITEDWAYMASSBAY.ORG 11 IMPACT Together, we can do HIGHLIGHTS more than any of us can alone
We are proud to celebrate our high-impact partnerships, engaging events, and expanded volunteer opportunities. Year after year, our Board of Directors provides the leadership and governance that allows us to try innovative approaches to address complex issues in our region. Your support and advocacy powers these amazing achievements that are helping families and communities thrive.
Led efforts of the statewide Brain Building in Progress campaign, a partnership between United Way and the Massachusetts Department of Early Education and Partnered to launch Care, to support the healthy development and BoSTEM, a new collabo- learning of young children. We expanded this ration with Mayor Marty work to homeless shelters through a partner- Walsh, Boston Public ship with Horizons for Homeless Children. Schools, Citizens Schools, and Boston Afterschool and Beyond to help Expanded our successful close the STEM achievement gap among all Summer Learning Collaborative middle school students in the City of Boston. to serve over 3,000 children grades K-3, up from 2,700 the PLACED OVER 200 Launched the prior year. Evaluations show INDIVIDUALS IN Commonwealth’s first-in- 85% of participating children the-nation $27.5 million avoid summer learning loss and SUPPORTIVE “Pay for Success” initia- 69% maintain or increase their reading skills. HOUSING, tive to reduce chronic AHEAD OF TARGET. individual homelessness. Partnered with local Private Equity/Venture Capital DRIVE Leaders to raise funds for RAISED OVER DRIVE, our data-driven effort to screen infants, $1.3 MILLION toddlers and preschoolers in the City of Boston for economic and to ensure they are on track to succeed when community devel- COMMUNITY they enter kindergarten. To date, DRIVE has opment through INVESTMENT screened over 2,200 young children in Boston. the Community Investment Tax TAX CREDIT Credit (CITC), which Expanded our supports Community Development Corporations Financial Stability across the state. Special thanks for Governor Center network Charles Baker for joining us to raise awareness from two to six for CITC. FINANCIAL locations. Clients STABILITY of the centers saw WON A CENTERS a median increase for our Youth Venture program of $469 in their 1 YEAR in Boston, expanding this civic monthly net income, a median increase of $3,588 in their net worth, and a median increase GRANT engagement and entrepreneur- FROM CITI TOTALING ship program from 100 to 300 of 31 points in credit scores. They have also $250,000 youth participants. placed over 200 people in jobs.
12 Annual Report 2015 – 2016 United Way of Massachusetts Bay and Merrimack Valley Joined forces with THOUGHT LEADERSHIP the TODAY show and Red Nose Day to raise EXPERTISE awareness of the AT THE effects of poverty on children. The TODAY STATE HOUSE show segment told the • Partnered to release “On Solid Ground,” a white story of thirteen-year- paper that laid out policy recommendations to old Dylan Pike, who reduce family homelessness. had to give up youth football last year when the • Stood with the Governor and Lieutenant Gov- family relocated to a homeless shelter, and ernor at the bill signing for the state Earned mentioned United Way as the organization helping Income Tax Credit expansion last summer. families like the Pikes every day. • Served on State Treasurer’s task force that developed recommendations to improve financial literacy among K-12 and college students and adults.
Continued our tradition of partnering with the New England Patriots for our annual Hometown Huddle, renovating the outdoor space of the Ellis Parks Early Education School in Mattapan. Honored Polly Bryson with our annual Tocqueville Award during a spectacular Presented Howard evening at the home of Jonathan and Elkus and David Patti Kraft in November. Manfredi of Elkus Manfredi Honored Sandy Edgerley with Architects with Women our Women who LIVE UNITED this year’s Norman award for her work inspiring B. Leventhal/Ed United countless youth to put aside Sidman Award for their past expectations, overcome barriers and their vision and philanthropy. reach their full potential.
Welcomed Susan Esper as our new Board Chair in June, following the distinguished service of 25 2 05 6 000 200 Andrew Dreyfus. A A V UA EXPECTED AR VA U PERCENTAGE OF UR VA U AM R A OF A V U R V U R WITH MMU V U R U WA MA BA OF UNITED WAY Expanded our geographic reach by THEIR TIME TIME THIS YEAR VOLUNTEERS merging with North Shore United Way in order to better provide Coordinated hundreds of volunteer projects for the scale of resources needed individuals and our corporate partners, from United Way of to make an impact on complex, packing and distributing 6,500 Thanksgiving meals North Shore interdependent issues. to hosting our annual Community Baby Shower.
MOVING FORWARD These achievements represent only a fraction of the good work you have helped make possible. We are looking forward to making even more progress against our strategic imperatives this year. Thank you for your leadership and support.
UNITEDWAYMASSBAY.ORG 13 CREATING A BRIGHTER FUTURE IN 142 COMMUNITIES
United Way of Massachusetts Bay and Merrimack Valley Service Area Massachusetts Everett Milton Tewksbury Amesbury Foxboro Nahant Topsfield Andover Georgetown Natick Tyngsborough Arlington Gloucester Needham Wakefield Bedford Groveland Newbury Waltham Belmont Hamilton Newburyport Watertown Beverly Haverhill Newton Wayland Billerica Hingham North Andover Wellesley Boston Holbrook North Reading Wenham Boxford Hull Norwell West Newbury Braintree Ipswich Peabody Westford Brookline Lawrence Quincy Weston Burlington Lexington Randolph Westwood Byfield Lincoln Reading Weymouth Cambridge Lowell Revere Wilmington Canton Lynn Rockport Winchester Charlestown Lynnfield Salem Winthrop Chelmsford Malden Salisbury Woburn Chelsea Manchester Saugus Cohasset Marblehead Scituate Danvers Medford Sharon Dedham Melrose Sherborn Dover Merrimac Somerville Dracut Methuen Stoneham Dunstable Middleton Sudbury Essex Millis Swampscott United Way of Greater Seacoast Service Area New Hampshire Greenland Newton West Nottingham Barrington Hampton North Hampton Brentwood Hampton Falls Northwood Maine Center Strafford Kensington Nottingham Eliot Deerfield Kingston Portsmouth Kittery Dover Lee Raymond Durham Madbury Rochester E. Kingston Middleton Rollinsford East Rochester Milton Rye East Wakefield Milton Mills Rye Beach Epping New Castle Seabrook Exeter New Durham Somersworth Farmington Newfields South Hampton Fremont Newington Strafford Gonic Newmarket Stratham
14 Annual Report 2015 – 2016 United Way of Massachusetts Bay and Merrimack Valley UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY SENIOR STAFF
The passion, knowledge and commitment of United Way’s senior staff enhances our ability to respond to the needs of the community, develop innovative, targeted programs and initiatives, and improve the quality of life in our region. A shared vision for making our region the best place for children and families unites our senior staff, whose dedication to public service is exemplary. Each member of our senior team brings a wealth of experience—both in the private and public sectors—and expertise to his or her area of focus. The caliber of our team strengthens our ability to provide meaningful, targeted solutions—for children, youth and families—that will have a lasting and positive impact on the lives of the people we serve.
Michael K. Durkin Patricia Latimore Lisa Rowan-Gillis PRESIDENT AND CHIEF FINANCIAL OFFICER CHIEF DEVELOPMENT OFFICER CHIEF EXECUTIVE OFFICER
Karley Ausiello VICE PRESIDENT OF VOLUNTEER ENGAGEMENT
Karley Ausiello Mark Lamothe Jane Grady VICE PRESIDENT OF MARKETING VICE PRESIDENT, SENIOR VICE PRESIDENT OF AND COMMUNICATIONS HUMAN RESOURCES COMMUNITY IMPACT AND ETHICS
UNITEDWAYMASSBAY.ORG 15 UNITED WAY OF MASSACHUSETTS BAY, INC. Statement of Financial UNITEDPosition WAY OF MASSACHUSETTS BAY, INC. June 30, 2016 (with ComparativeStatement Totals of Financial for 2015) Position June 30, 2016 (with comparative totals for 2015)
2016 2015 Temporarily Permanently Unrestricted Restricted Restricted Total Total
Assets
Current assets: Cash and cash equivalents $ 621,438 $ 2,745,674 $- $ 3,367,112 $ 3,440,409 Contributions receivable, net - 9,921,950 - 9,921,950 11,786,815 Grants receivable 2,069,572 20,000 - 2,089,572 1,080,768 Other current assets 73,701 272,784 - 346,485 347,347 Investments 30,885,606 4,680,385 5,967,952 41,533,943 45,429,558
Total current assets 33,650,317 17,640,793 5,967,952 57,259,062 62,084,897
Property and equipment, net 2,262,190 - - 2,262,190 2,322,393 Investments in perpetual trusts - - 5,315,011 5,315,011 5,501,093 Other assets 63,872 - - 63,872 83,937
Total assets $ 35,976,379 $ 17,640,793 $ 11,282,963 $ 64,900,135 $ 69,992,320
Liabilities
Accounts payable and accrued expenses $ 2,936,408 $ 358,529 $- $ 3,294,937 $ 2,720,120 Line of credit - - - - 1,000,000 Program initiatives payable 810,507 - - 810,507 1,500,616 Donor designations payable - 3,827,070 - 3,827,070 4,099,656 Deferred revenue - 31,500 - 31,500 -
Total current liabilities 3,746,915 4,217,099 - 7,964,014 9,320,392
Deferred lease incentive 493,003 - - 493,003 652,896 Deferred rent and other 408,272 95,317 - 503,589 766,416
Total liabilities 4,648,190 4,312,416 - 8,960,606 10,739,704
Net Assets
General operations 14,851,688 - - 14,851,688 16,609,752 Property and equipment 2,262,190 - - 2,262,190 2,348,393 Designated by the Board of Directors: Stabilization fund 338,181 - - 338,181 342,880 Endowment fund 4,443,170 4,680,385 - 9,123,555 10,020,667 Program allocation reserves 9,432,960 6,792,429 - 16,225,389 16,956,999 Donor restricted: Endowment fund - - 5,967,952 5,967,952 5,585,952 Perpetual trusts and other - 1,855,563 5,315,011 7,170,574 7,387,973
Total net assets 31,328,189 13,328,377 11,282,963 55,939,529 59,252,616
Total liabilities and net assets $ 35,976,379 $ 17,640,793 $ 11,282,963 $ 64,900,135 $ 69,992,320
See Independent Auditors' Report and accompanying notes to financial statements. 3 16 Annual Report 2015 – 2016 United Way of Massachusetts Bay and Merrimack Valley UNITED WAY OF MASSACHUSETTS BAY, INC.
Statement of Activities UNITED WAY OF MASSACHUSETTS BAY, INC.
June 30, 2016 (with Comparative TotalsStatement for of Activitie 2015)s
Year Ended June 30, 2016 (with comparative totals for 2015)
2016 2015 Temporarily Permanently Unrestricted Restricted Restricted Total Total
Public support: Donor contributions $ - $ 37,620,406 $- $ 37,620,406 $ 37,298,092 Grant revenue 7,962,590 1,818,988 - 9,781,578 8,203,287 In-kind revenue and other income 1,613,196 158,250 - 1,771,446 2,186,168
Gross total public support 9,575,786 39,597,644 - 49,173,430 47,687,547
Less: Provision for uncollectible pledges - (1,708,985) - (1,708,985) (1,185,765) Designations, net of service fees (80,000) (12,410,124) - (12,490,124) (11,392,316)
Net total public support 9,495,786 25,478,535 - 34,974,321 35,109,466
Appropriated investment income 2,273,247 524,753 - 2,798,000 2,798,000 Net assets released from restriction 27,578,689 (27,578,689) - - -
Total public support 39,347,722 (1,575,401) - 37,772,321 37,907,466
Distributions and expenses: Agency allocations and other distributions 17,216,909 - - 17,216,909 18,586,293 Grant expenses 9,409,864 - - 9,409,864 7,543,973
Total distributions 26,626,773 - - 26,626,773 26,130,266
Functional expenses: Community services 6,743,863 - - 6,743,863 6,065,808 Fundraising 5,372,511 - - 5,372,511 4,938,461 Management and general 2,571,814 - - 2,571,814 2,570,239
Total functional expenses 14,688,188 - - 14,688,188 13,574,508
Total distributions and expenses 41,314,961 - - 41,314,961 39,704,774
Distributions and expenses in excess of public support (1,967,239) (1,575,401) - (3,542,640) (1,797,308)
Endowment, investment and other activities, net amounts appropriated for operations: Investment loss, net of appropriated amounts (1,357,615) (906,452) - (2,264,067) (886,639) Bequests and charitable gift annuities 414 (1,433) 300,000 298,981 7,937 Perpetual trust income 116,052 - - 116,052 117,960 Loss on investments in perpetual trusts - - (186,082) (186,082) (141,592)
Total increase (decrease) from endowment, investment and other activities (1,241,149) (907,885) 113,918 (2,035,116) (902,334)
Increase (decrease) in net assets (3,208,388) (2,483,286) 113,918 (5,577,756) (2,699,642)
Net assets, beginning of year 32,945,465 15,220,106 11,087,045 59,252,616 61,952,258
NSUW merger (see Note 13) 1,591,114 591,555 82,000 2,264,669 -
Net assets, end of year $ 31,328,191 $ 13,328,375 $ 11,282,963 $ 55,939,529 $ 59,252,616
These two pages include United Way of Massachusetts Bay, Inc.’s audited Statement of Financial Position and Statement of Financial Activities for Fiscal Year 2016 (July 1, 2015–June 30, 2016). A complete audit of United Way of Massachusetts Bay’s financial statements is conducted annually by the certified public accounting firm of Mayer Hoffman McCann P.C. Tofias New England Division. Copies of the full 2016 audited report are available from United Way of Massachusetts Bay, Inc.
See Independent Auditors' Report and accompanying notes to financial statements. UNITEDWAYMASSBAY.ORG4 17 TEAM UP WITH OUR PARTNER AGENCIES No membership dues or payment to United Way of Massachusetts Bay and Merrimack Valley are required from our partner agencies.
Acord Food Pantry Boys & Girls Club of Greater Combined Jewish Philanthropies Family Service Association of Action for Boston Community Billerica Community Action Partnership of Greater Boston, Inc. Development Housing & Boys & Girls Club of Greater Strafford County Family Services of the Merrimack Energy Lowell Community Action, Inc. Valley (fka Family Services, Inc.) AIDS Action Committee of Boys & Girls Club of Lawrence Community Art Center FamilyAid Boston Massachusetts Boys & Girls Club of Lower Community Economic Father Bills & MainSpring, Inc. Allston Brighton Community Merrimack Valley Development Assistance Federation for Children with Development Corporation Boys & Girls Club of Woburn Corporation (CEDAC) Special Needs American Cancer Society, New Inc. Community Legal Services and For Kids Only Afterschool (FKO) England Division* Boys & Girls Clubs of Boston Counseling Center (CLSACC)* Foundation for Boston Centers American Red Cross of Boys & Girls Clubs of Dorchester Community Partners for Youth and Families Massachusetts, Eastern Massachusetts Region Boys & Girls Clubs of Middlesex Community Teamwork, Inc. Friends of the Children - Boston* County, Inc. Asian American Civic Association Community Work Services Friends of Youth Opportunity, Bridge Over Troubled Waters Council of Social Concern Inc. (d/b/a Youth Options Asian Community Development Unlimited (YOU)) Corporation (ACDC) Brookline Community Mental Crispus Attucks Children’s Health Center Center Inc. Girl Scouts of Eastern Asian Task Force Against Massachusetts Domestic Violence Cambodian Mutual Assistance Cross Roads House, Inc. Association of Greater Lowell Girls Inc. of Haverhill Aspire Developmental Services, Cuvilly Arts and Earth Center Cambridge Community Center, Girls Incorporated of Greater Inc. (fka Cerebral Palsy Disability Law Center Association of Eastern Inc. Lowell Massachusetts) Cambridge Community Services Dorchester Bay Economic Girls Incorporated of Lynn Development Corporation Backyard Growers Cambridge Family & Children’s Goodwin Community Health Service Dorchester Youth Collaborative BELL (Building Educated Leaders (DYC) Great Bay Kids’ Company, Inc. for Life) Camp Fire North Shore, Inc. DOVE (Domestic Violence Greater Boston Legal Services Bessie Tartt Wilson Initiative for Casa Myrna Vazquez Ended)* Greater Lawrence Community Children, Inc.* Catholic Charities Archdiocese of Dover Day Care Learning Center Action Council Inc. BEST Corp. Boston Early Learning NH Greater Lowell Family YMCA Beverly Bootstraps Community Centro Presente Gregg Neighborhood House Services East Boston Ecumenical Cerebral Palsy Association Community Council (EBECC) Association, Inc. Beverly Children’s Learning of Eastern Massachusetts Guide Dogs of America* Center (now Aspire Developmental East Boston Social Centers Harborlight Community Partners Beverly Farmers Market Services, Inc.) East End House Child and Family Services of New Ecumenical Social Action Hattie B. Cooper Community Big Brothers Big Sisters of Center Massachusetts Bay Hampshire Committee, Inc. (ESAC) Child Development Council, Inc. Elizabeth Peabody House Haverhill YMCA (YMCA of the Big Sister Association of Greater North Shore)* Boston Child Witness to Violence Elizabeth Stone House Heading Home, Inc. Bird Street Community Center Project/Boston Medical Center Ellis Memorial & Eldredge House Children’s Friend & Family Healing Abuse, Working for BOSTnet (Build the Out-of- Emmaus, Inc. Change (HAWC) School Time Network) Services Fair Tide, Inc. Health Resources in Action Boston After School & Beyond Children’s Law Center of Massachusetts, Inc. Families First Health and Support Healthy Steps for Young Children Boston Area Rape Crisis Center* Center Children’s Services of Roxbury, - BMC Boston Area Health Education Inc. Family & Children’s Service of Home for Little Wanderers Center Greater Lynn Citizens’ Housing & Planning Homeless Center for Strafford Boston Asian: Youth Essential Association (CHAPA) Family ACCESS of Newton (fka County Service Newton Community Service Citizen Schools Homes for Families Boston Center for Independent Center) Living City Mission Society Family Connections HomeStart Boston Chinatown Neighborhood Codman Square Neighborhood Family Nurturing Center of Housing Action NH Center Development Corporation Massachusetts, Inc. Housing Families, Inc. College Bound Dorchester Hyde Square Task Force
18 Annual Report 2015 – 2016 United Way of Massachusetts Bay and Merrimack Valley Inquilinos Boricuas en Acción Massachusetts Mentoring Roxbury Youthworks Inc. The Greater Boston Food Bank (IBA) Partnership Salem YMCA (YMCA of the The Housing Partnership Interfaith Social Services Massachusetts Society for North Shore) The Institute for Global Youth International Institute of Boston, the Prevention of Cruelty to Salvation Army of Massachusetts* Development Programs Children (MSPCC) Inc. Salvation Army of the North The Neighborhood Developers Jamaica Plain Neighborhood Mental Health Association of Shore Greater Lowell, Inc. The Open Door Development Corporation Samaritans, Inc. Merrimack Repertory Theatre The Paul Center for Learning and Jeanne Geiger Crisis Center, Inc.* Science Club for Girls* Recreation Merrimack Valley Food Bank Jewish Big Brothers Big Sisters Seacoast Community School The Salem Backpack Program Association of Greater Boston Merrimack Valley YMCA (fka Community Child Care Thom Child & Family Services Jewish Community Relations Metropolitan Boston Housing Center of Portsmouth) Three Sisters Garden Project Council of Greater Boston Partnership (MBHP) Seacoast Family Promise Transition House Jewish Family & Children’s Mujeres Unidas Avanzando Seacoast Mental Health Center, Service My Friend’s Place Inc. United South End Settlements Jewish Vocational Service Neighborhood of Affordable SHARE Fund United Teen Equality Center (UTEC) JFY-Networks Housing (NOAH) Silver Lining Mentoring (fka La Alianza Hispana NeighborWorks Southern MA Adoption and Foster Care Urban Edge Housing Corporation La Vida, Inc. New England Center for Mentoring (AFC Mentoring)) Urban League of Eastern Massachusetts Lahey Health Behavioral Services Homeless Veterans* Sociedad Latina Victory Programs Lawrence CommunityWorks New Generation, Inc. Somersworth Early Learning New Hampshire Legal Center Vietnamese American Initiative LISC (Local Initiative Support for Development (Viet-AID) Center) Assistance Somerville Homeless Coalition, Inc. Visiting Nurses Association & Lowell Community Health Center North Shore Community Development Coalition Somerville YMCA Hospice Lynn Economic Opportunity North Shore Health Project South Boston Neighborhood Waltham Boys & Girls Club Lynn Housing Authority and House Wellspring House Neighborhood Development Northeast Arc (LHAND) Nuestra Comunidad South Shore ARC* West End House Boys & Girls Club Madison Park Development Development Corporation South Shore Stars Corporation Nurtury (fka Associated Early South Shore YMCA Weymouth Food Pantry Malden YMCA Care and Education, Inc.) Spirit of Adventure Council, Workforce Housing Coalition of the Greater Seacoast Massachusetts Advocates for Operation A.B.L.E. (Ability Based Boy Scouts of America (f.k.a Children on Long Experience) Boston Minuteman and Workforce Solutions Group/ Yankee Clipper Councils) Third Sector New England Massachusetts Affordable Partners for Youth with Housing Alliance (MAHA) Disabilities Sportsman’s Tennis and X-Cel, Inc. Enrichment Center (STEC)* Massachusetts Afterschool Pathways for Children Year Up Boston Partnership (MAP) Pine Street Inn St. Ann’s Home & School YMCA of Greater Boston Massachusetts Alliance of Project Hope St. Vincent de Paul Society YMCA of Metro North Portuguese Speakers (MAPS) Quincy Community Action Straight Ahead Ministries, Inc. YMCA of the North Shore Massachusetts Alliance on Teen Program, Inc. (QCAP) Strategies for Children YouthBuild Boston Pregnancy Raw Art Works, Inc. STRIVE/Boston Employment YouthBuild Lawrence Massachusetts Association for Service, Inc. Richie McFarland Children’s YWCA Boston Mental Health, Inc. Center The Boys & Girls Club of Greater YWCA Haverhill Massachusetts Association of Riverside Community Care, Inc. Haverhill Community Development The Caleb Group YWCA Malden- Center for Corporations (MACDC) Roca, Inc. Women & Families Rochester ChildCare Center The Center for Teen Massachusetts Coalition for the Empowerment, Inc. YWCA of Greater Lawrence Homeless Rockingham Community Action, The Community Group YWCA of Lowell Massachusetts Immigrant & a component of Southern New Refugee Advocacy Coalition Hampshire Services The Food Project (MIRA) Roxbury Center for Financial The Granite YMCA (fka YMCA Empowerment of Strafford County - The *Receives designations only Children’s Center) UNITEDWAYMASSBAY.ORG 19 TEAM UP WITH OUR CORPORATE PARTNERS
Change can’t happen without the dedication and commitment of everyone in our community. We thank the following organizations for their generosity, support and commitment to changing lives.
$1,000,000 + $100,000 – 249,999 $50,000 – $99,999 Riemer & Braunstein LLP Safety Insurance Company Bank of America Corporation Accenture Ameriprise Financial Santander Bank BNY Mellon Advent International Corporation AT&T Shaw’s Supermarkets/Star Deloitte Arbella Insurance Group BMO Capital Markets Boston University Boston College Markets Massachusetts Department of Target Corporation Early Education and Care Cabot Corporation Boston Mutual Life Choate Hall & Stewart LLP Insurance Company The Boston Consulting Group P & G Gillette Company (Global) Clark R. Smith Family Foundation Boston Properties, Inc. PwC The Goldberg Family Foundation Comcast Corporation C & S Wholesale Grocers The Robert & Myra Kraft Family Dana-Farber Cancer Institute (Symbotic LLC) Thermo Fisher Scientific $750,000 – $999,999 DDJ Capital Management Cambridge Trust Company Charlesbank Capital Partners LLC UNITIL Bain Capital, LLC Draper Laboratory/The Charles Citizens Bank of Massachusetts Wegmans Berkshire Partners LLC Stark Draper Laboratory Coverys Blue Cross Blue Shield of Eastern Bank Charitable Massachusetts, Inc. Foundation DeMoulas Supermarket, Inc. United Way would like to thank the following labor Brown Brothers Harriman Federal Reserve Bank of Boston Eastern Bank Goodwin Procter LLP Elkus Manfredi Architects organizations and their local Eaton Vance Corporation affiliates for their support. John Hancock Financial Services Harvard University Ellen A. Stone Trust Partners HealthCare ITW Corporation Federal Express-Northeast District American Federation of Teachers - Brigh am and Women’s Macy’s Fidelity Investments Greater Boston Labor Council, Hospital McKinsey & Company Foley Hoag LLP AFL-CIO - Faulkner Hospital Boston Mintz, Levin, Cohn, Ferris, Glovsky G. Gorham Peters Trust International Brotherhood of - M assachusetts General Natixis Global Asset General Dynamics Teamsters, Joint Council 10 Hospital Management, L.P. Goulston & Storrs, P.C. International Brotherhood of - McLean Hospital - Loomis, Sayles & Greenberg-Summit Partners Teamsters, Local 25 - Newton-Wellesley Hospital Company L.P. HarbourVest Partners LLC Local 369 U.W.U.A. - North Shore Medical Center - AEW Capital Intercontinental Real Estate Local 12004 U.S.W.A. Management, L.P. Corporation Massachusetts AFL-CIO - Capital Groth Management KBK Foundation Massachusetts Nurses $500,000 – $749,999 NextEra Energy Seabrook, LLC KPMG LLP Association New England Development Bain & Company Liberty Mutual Group Massachusetts Teachers Nutter McClennen & Fish LLP Eversource/NSTAR MetLife/New England Financial Association Raytheon Company EY Northwestern Mutual The Boston Merrimack Valley Central Labor Richard Saltonstal National Grid Group Council, AFL-CIO Charitable Foundation UPS Northeast District Pentucket Bank Norfolk County Labor Council, Siemer Family Foundation People’s United Bank AFL-CIO State Street Corporation Plymouth Rock Assurance North Shore Labor Council, $250,000 – 499,999 Sun Life Financial Corporation AFL-CIO T A Associates Boston Financial Data Services Quincy Mutual Fire Insurance United Food and Commercial TD Bank Company Enterprise Rent-A-Car Workers Union The Ansin Foundation Richard and Susan Smith Family General Electric Unite Here Local 26 The Boston Consulting Group - Richard and Susan Smith Massachusetts Institute - John, Amy S., James and of Technology The Stop & Shop Supermarket Company Elizabeth Berylson Putnam Investments Tufts Health Plan - Jonathan Block and Jennifer Listed are organizations whose projected corporate Ropes & Gray LLP and employee giving to United Way of Massachusetts United Way of Massachusetts Bay Berylson Block State Street Foundation, Inc. - Robert and Dana Smith Bay and Merrimack Valley, United Way of the Greater Seacoast totaled $20,000 or more (as of May 1, 2016). Wellington Management - Debra S., Jessica and Wells Fargo Bank We apologize in advance for any misspellings Company, LLP Andrew Knez WilmerHale or omissions.
20 Annual Report 2015 – 2016 United Way of Massachusetts Bay and Merrimack Valley 2016 BOARD OF DIRECTORS
Dewey J. Awad William T. Eaton Mary Kay Leonard Managing Director Senior Director Portfolio Management Director of Advisory Services SEACOAST Bain Capital/Brookside Capital Director Wealth Management The Center for Effective Philanthropy REGIONAL COUNCIL TEG Advisors William Bacic RPg Family Wealth Advisory, LLC Joshua A. Lutzker New England Managing Partner Managing Director Amy Case Deloitte & Touche USA LLP Susan Esper Berkshire Partners Managing Director Chair of the Board Case Strategy, LLC Phyllis Barajas Partner John Mang Executive Director Deloitte & Touche LLP Vice President William Piombino Conexion Global Male Shave Care, Diane J. Exter Gillette Brand Franchise Leader Andrew Smith Robert L. Beal Senior Director Cutting Edge Franchise & Director, University of President Sankaty Advisors The Art of Shaving New Hampshire Survey Center Related Beal Gillette/P&G Assoc. Professor Lynnette C. Fallon of Political Science Taylor S. Bodman Executive Vice President, HR/Legal, Terry Metzger University of New Hampshire Chair, Investment Committee General Counsel Chief Executive Officer and President Survey Center Partner Axcelis Technologies Boston Financial Data Services, Inc. Brown Brothers Harriman Carol Valianti Matthew E. Fishman Michael Mooney Vice President, Communications Ivy L. Brown Vice President Chairman & Public Affiars President Community Health, Nutter McClennen & Fish LLP Unitil UPS - Northeast District Partners Healthcare George Neble Mark Whitney Polly Bryson James B. Fitzgerald Chair, Campaign Cabinet Chair, Seacoast Regional Principal Chief Financial Officer Managing Partner, Boston Office Council Chair Terra Nova Partners, LLC Eastern Bank Ernst & Young LLP Vice President, Strategy, Community Relations Jacques Carter Colby T. Gamester Diane Patrick and Fundraising Assistant Professor of Medicine Gamester Law Office Partner Exeter Health Resources Harvard Medical School Ropes & Gray LLP Beth Israel Deaconess Medical Center Lourdes German Director Scott Powers Phil Catchings The Civic Innovation Project & Fellow Co-Chair, Community Impact Lincoln Institute of Land Policy Dorothy Puhy Committee Chair, Audit Committee Matthew Goulding Executive Vice President & COO Timothy J. Connelly Associate, Corporate Department Dana-Farber Cancer Institute Partner Weil, Gotshal & Manges LLP Brown Brothers Harriman & Co. Eric Rosengren David E. Johnson President and CEO Janet Cooper Americas Regional Managing Director Federal Reserve Bank of Boston Chair, Resource Development Bain & Company Committee Tim Sullivan Joseph M. Kelley Chief of Staff for Intergovernmental Kristina Davis President & Principal Relations & Senior Advisor Chair, Community Impact Committee Kelley Business Advisors, LLC for External Affairs Partner City Of Boston Deloitte & Touche LLP Ellen King James Westra Michael Doughty Patricia Kraft Secretary and Chair, Compensation President and General Manager, New England Patriots Football Club Committee John Hancock Insurance Gillette Stadium Advent International John Hancock Financial Services Steven D. Krichmar Andrew Dreyfus Administrative and Finance Committee Immediate Past Chair of the Board Chief of Operations President and CEO Putnam Investments Blue Cross Blue Shield of Massachusetts Patricia Latimore Chief Financial Officer Michael K. Durkin UWMBMV President and CEO United Way of Massachusetts Bay and Merrimack Valley
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