Essex National Heritage Commission, Inc.

Transcription

1 Essex National Heritage Commission, Inc. General Information 1 Federal Street, Suite 12 Salem, MA 197 (978) Website Organization Contact Annie Harris annieh@essexheritage.org Year of Incorporation

2 Statements & Search Criteria Mission Statement The mission of the Essex National Heritage Commission is to preserve and enhance the historic, cultural and natural resources of Essex County, Massachusetts. Background Statement The Essex National Heritage Area encompasses the 34 cities and town of Essex County, a 5 square mile region just north of Boston, Massachusetts. The county was officially designated a National Heritage Area by an Act of the U.S. Congress in 1996, in recognition of the important role that the county played in American history and the significant heritage resources that still exist in the region. The Act also authorized the establishment of the Essex National Heritage Commission (Essex Heritage) as the non-profit steward of the Area. Working in collaboration with the National Park Service and other partners, Essex Heritage promotes public/private partnerships and develops and implements programs that preserve, promote and enhance regional awareness of the unique historic, cultural and natural resources found within the Area. Impact Statement Essex Heritage's top goals focus on engaging the residents of Essex County (especially our underserved communities) with the area s resources and history with the aim of involving them in enjoying, using and learning from the area's remarkable heritage. It is our hope that all who live in this special place will thrive together. A few or our most significant accomplishments include: - Created and expanded the very popular collaborative community outreach event, Trails & Sails: Two Weekends of Walks and Water. The program offers two weekends of free events at more than 125 historic, cultural and natural sites in Essex County. - Created regional coalitions to promote and implement recreational trails and the Essex Coastal Scenic Byway. Today, Essex Heritage is leading development of the Coastal Scenic Byway, the 9- mile route linking 14 coastal communities from Lynn and Salisbury, to plan and implement strategies to increase the region s cultural tourism. -Developed and expanded the Youth Jobs Corps, a strong summer youth employment and training program for under- served youth ages years, -Connected educators and students to regional resources and cultural assets. Partnering with local schools and facilitating engagement between teachers and community organizations, Essex Heritage plans and facilitates teacher professional development programs that introduce Essex County educators to local resources that they can integrate in context for curricular-aligned, crossdisciplinary learning. -Implemented educational enrichment programs for English Language Learners to engage them in the heritage of the region. With initiatives like Making the Caribbean Connection and Salem at SEA, Essex Heritage collaborates with partners to promote literacy and community ties among English language learners. The programs are designed not only to teach but also to encourage selfdiscovery and positive growth. 2

3 Needs Statement Essex Heritage is authorized by the US Congress to receive funds in the National Park Service s annual budget. Twelve National Heritage Areas, included Essex Heritage, had authorizing legislation that was in effect until September 3, 212. In 212, nine Heritage Areas, including Essex Heritage, were reauthorized until September 3, 219. Essex Heritage also has a strong and growing private fundraising program. Along with considerable financial reserves, Essex Heritage always looks for new opportunities to partner and raise revenues. CEO/Executive Director Statement Essex Heritage is a unique non-profit organization. We were established to preserve and promote the sustainability of the historic, cultural and natural resources of the Essex National Heritage Area. As a small non-profit with a big agenda, we work with many partners both public and private to accomplish our mission. We have an excellent track record of building collaborative partnerships with diverse organizations leveraging the talent, time, and resources of each to build successful, cooperative projects. Our regional trails, scenic byway, youth programs, and cooperative visitor centers are some examples of our regional partnerships and their success. At the present time, we are very active in growing our programs to engage youth and their families. We seek to give the young people of this region, especially those from under-served communities, unique, first-hand experiences with the remarkable historic, cultural and natural resources of the area. We believe that it is their personal connection to the heritage resources of this area that will most enrich their lives - and also ensure the region s sustainability. To succeed at this goal, we continue to expand our outreach and engagement work with other non-profits, with public agencies like the National Park Service and, most importantly, with business leaders, residents, families, and educators around the area building coalitions for public and private engagement. The heritage of this region is vitally important for the tourist economy that supports so many of our communities, but more importantly the heritage resources also have a profound effect on the quality of life for everyone who lives and/or works here. If the historic, cultural and natural resources that abound in the Essex National Heritage Area are lost, the quality of this remarkable place will be greatly diminished. 3

4 Board Chair Statement At Essex Heritage, we strive to connect people to the unique places in Essex County 5 square miles designated by Congress as a National Heritage Area in Some of our recent successes include the recent deed transfer for Bakers Island Light Station to our organization from the United States Coast Guard allowing us to offer public access to this historic place for the first time in over 7 years, and our ability to connect more than 6, people annually to places that are like nowhere else for free over the course of two weekends every September. These successes highlight our objective to link the private and public sectors around the importance of sharing the many unique cultural and historical assets of Essex County. In doing so, we strive to create an enhanced quality of life for the families and businesses of this region. With these successes, come challenges. In the next year, our efforts will entail strengthening the quality of life brand of this region, increasing the impact and reach of our educational and interpretive programs, and advancing the preservation and sustainability of our assets. We will address these challenges in the following ways: 1. Strengthen regional identity by installing signs along Essex Coastal Scenic Byway and collaborating with the 13 designated regional Visitor Centers. 2. Improve our collaborative partnership with the National Park Service by increasing the programming at the NPS Visitor Center, by improving the existing Future Leaders youth jobs program, by celebrating the National Park Service Centennial, and by developing new cooperative programs. 3. Increase our educational impact by extending the place-based teacher education program year round. Diversity regional interpretation by organizing symposium on northern slavery. 4. Advance the preservation and sustainability of unique assets in this region by continuing the Partnership Grant program and through the rehabilitation of the Bakers Island Light Station. Service Categories Alliances & Advocacy Geographic Areas Served Our designated area is the Essex National Heritage Area which is comprised of Essex County, MA. We serve the 34 cities and towns of Essex County MA and the 763, residents. Please review online profile for full list of selected areas served. 4

5 Programs Youth Jobs Corps Description Essex Heritage has built a strong summer youth employment and training program through a unique partnership with the National Park Service. The program is directed towards youth ages 14-2 years with a special emphasis on hiring underserved young people from our urban communities. During the summer of 215, the teens worked at the two national park sites in Salem and Saugus, The Trustees of Reservation s Appleton Farm in Ipswich and Moraine Farm in Beverly, and at the Essex Heritage owned Bakers Island Light Station. Essex Heritage is responsible for hiring the teens that work under the guidance and supervision of NPS staff. The youths acquire skills in historic preservation, building maintenance, natural resource management, interpretation and visitor operations. For many of these students this is their first job experience, so they are also given assistance on how to prepare for work, work-place expectations, resume preparation, and career development. The summer of 215 was the 7th year of the program, and there were 39 youths who participated. The impact on these students lives has been substantial, and several have returned to work at the park during the fall and also in subsequent summers. This summer we invited these students to extend their employment by participating in other Essex Heritage programs such as Trails & Sails. They were tasked with attending, evaluation and photographing the events they chose to attend. This summer we invited these students to extend their employment by participating in other Essex Heritage programs such as Trails & Sails. They were tasked with attending, evaluation and photographing the events they chose to attend. Budget 4 Category Population Served Program Short Term Success Program Long term Success Youth Development, General/Other Youth Leadership Adolescents Only (13-19 years), At-Risk Populations, Poor,Economically Disadvantaged,Indigent Essex Heritage had great success in working with Latino youth to engage in the cultural and natural resources of the region while they learned about the historic connections from their heritage. Many of the Youth Jobs Corp participants who have been employed through Essex Heritage, have worked long-term in the National Park Service. Others have gone on to find private employment using skills that they gained during their time in the program. 5

6 Program Success Monitored By Examples of Program Success The Youth Jobs Corps program grows every year allowing Essex Heritage to employ more youth to work in the National Park Service at local NPS sites as well as other locations in the Heritage Area. 6

7 Trails & Sails Description Trails & Sails: Two Weekends of Walks and Water, is Essex Heritage s premiere partnership program. Trails & Sails offers two weekends of FREE events at 1+ historic, cultural and natural resource sites within the Essex National Heritage Area. The sixday annual happening showcases the area s remarkable places providing unique experiences for residents and visitors alike. The program attracts 6,+ participants during the last two weekends of September. Budget 1 Trails & Sails is designed to expand cultural tourism in the region in the shoulder period between the summer and fall foliage seasons. Trails & Sails features a wide array of events including guided walks, museum tours, nature hikes, on-water tours, paddles, and open houses. Category Population Served Education, General/Other Adults, Families, Program Short Term Success In the short-term, Essex Heritage engages with regional partners - offering sites opportunities to learn from each other and grow their offerings for the region. Program Long term Success Essex Heritage has held Trails & Sails since 22, with strong participation and growth each year. Last year, more than 6, people participated. Since the start of Trails & Sails in 22, more than 41,44 people have attended the event. 6% of the surveyed participants responded that Trails & Sails exposed them to resources that they were not aware of before the event. 95% of the surveyed participants plan to return to at least one of the sites they visited during Trails & Sails in the future. 75% of the surveyed participants responded that they patronized local shops and/or restaurants during Trails & Sails From , Trails & Sails event hosts and volunteers contributed more than 15,28 volunteer hours. The total matched value of Trails & Sails events, staff and volunteer hours resulted in a match worth more than $1.5 million. Program Success Monitored By Examples of Program Success Every year, Essex Heritage sends a post-event online survey to both Trails & Sails participants and to Trails & Sails host sites to track the program's success. The feedback we receive from the public and from site hosts often informs our plans for next year. Last year, more than 6, people participated in Trails & Sails. 7

8 Essex Coastal Scenic Byway Description The Essex Coastal Scenic Byway is an 9 mile route along the coast of Massachusetts linking 14 communities. In 215 a detailed signage plan was designed for the entire length of the byway. Signs were designed to fit within the framework of the Massachusetts Scenic Byway program. Bids were taken for fabrication and installation of these signs in the spring of 216. Essex Heritage hopes that the signage will help engage the Byway communities to market and promote the region and increase the economic impact of tourism in this region. Budget 3 Category Population Served Program Short Term Success Program Long term Success Environment, General/Other Adults, US, In 212, Essex Heritage held regional meetings to bring stakeholders together to learn about the Byway. The website was launched, and nearly 3, rack cards were distributed. Essex Heritage has successfully obtained a federal/state grant to provide signage along the Byway. Program Success Monitored By Examples of Program Success All 14 communities along the Byway are involved and supportive of this program. 8

9 215 Youth Engagement Initiative Description Essex Heritage offers multiple ways for students and educators to connect with the special resources in Essex County. We run a professional development program in partnership with the National Park Service in the educational approach of place-based service learning for area teachers; help English Language learning students and other youth integrate into the community through literacy and civic engagement programs such as Salem at SEA, Caribbean Connections, and Kids in the Community; and offer education forums for museum educators in the region. Budget 35 Category Population Served Youth Development, General/Other Adolescents Only (13-19 years), Hispanic, Latino Heritage, Program Short Term Success In 215, the Youth Jobs Corp program provided jobs to 4 students from the region. Program Long term Success We plan to take the lessons learned from these successful startups, continue to modify and develop them, and grow them into an integrated, sustainable youth engagement/education initiative for the Essex National Heritage Area. The third program Youth Jobs Corps has been funded through a combination of public and private funding for the past 7 years. The Youth Job Corps program, which began several years ago, grew to 4 students in 212. We hope that by integrating all three programs, we can ultimately grow our ability to reach more youth, their families and teachers in the next three years. Essex Heritage s aim at the end of a three-year grant is to have a working plan in place for a sustainable, diverse youth initiative a plan which encompasses an integrated system of programs that will continue to grow into the future for the benefit of children and their families in Essex County. Program Success Monitored By 9

10 Examples of Program Success We have continued to build and expand on the Youth Jobs Corp program, in partnership with the National Park Service. Diverse youth from the local community were hired in 215 to participate in the program - where they rotate through a variety of jobs including maintenance, administration, visitor services and intperpretation. Each year the program grows, and in 216 we are hoping to integrate the program to reach out to more under-engaged Latino Youth. Bakers Island Light Station & Naumkeag Description The summer of 215 marked the first season that Essex Heritage had full ownership of the Bakers Island Light Station In addition, Essex Heritage acquired the landing craft Naumkeag for a nominal fee through the Commonwealth of Massachusetts excess property program, which enabled us to begin to operate boat tours to the island. From 25 until 214, Essex Heritage received annual licenses from the Coast Guard to maintain the property and begin some limited restoration work on the keepers houses. The deed was transferred to the Commission on July 8, 214. To save this historic structure we rallied the community and launched a Kickstarter Campaign with the hopes of raising $3, in 3 days. This goal was not only met but exceeded and the lighthouse was restored in a matter of months. In the first season alone we welcomed 1,17 visitors to a part of the Heritage Area that had not been accessible to the public in over 75 years. Budget 7 Category Population Served Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success Arts, Culture & Humanities, General/Other Arts, Culture & Humanities, General/Other Adults, Families, General/Unspecified The short term success of the program will be to bring the region's maritime history to life for visitors and residents of the region. The long term success of the program will be to create a sustainable program that brings the region's maritime history to life for future generations. Essex Heritage will be monitoring ticket sales and revenue to gauge the ongoing success of the program. In the first season alone we welcomed 1,17 visitors to a part of the Heritage Area that had not been accessible to the public in over 75 years. 1

11 Management CEO/Executive Director Executive Director Term Start June Ms Annie Clay Harris Experience Annie was a founding member of the Essex National Heritage Commission and vocal proponent for the creation of the Essex National Heritage Area. The Commission accomplishes its work in partnerships with the National Park Service and more than 25 regional organizations and historic sites throughout Boston s North Shore and Lower Merrimack Valley. The Commission s activities include trails and greenway planning, education and youth outreach, regional heritage events, historic preservation advocacy, cultural tourism promotion, and general advocacy for the heritage resources of one of the oldest settled regions in the nation. Annie serves in a national leadership position with the Alliance of National Heritage Areas in Washington, DC as its vice president and member of its Executive Committee. In 21, she was appointed to the Planning Committee of the National Park System Advisory Board, and she is currently chairing the Models Team. Annie has been active for many years in civic and community organizations in Salem and around Boston s North Shore. Currently, she serves on the City of Salem Zoning Board of Appeals and the Salem Harbor Plan Committee. Annie has a Master of Architecture degree from MIT and an MBA from Harvard University. Senior Staff Ms. Susan Alpert Lippman Title Chief Financial Officer Experience/Biography Ms. Lippman has been with Essex Heritage since March 23. Prior to that she was Director of Finance and Administration at Lion Bioscience Inc. and at National Public Broadcasting LLC, as well as many years as a private consultant. She has and MBA from Simmons College and over 2 years of financial management experience in the for-profit and non-profit sectors. Mr. William Steelman Title Chief Operating Officer Experience/Biography Staff Information Full Time Staff Part Time Staff Volunteers Contractors Retention Rate % 11

12 Staff Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian 1 Hispanic/Latino Native American/American Indian Other Staff Demographics - Gender Male Female Unspecified 4 6 Formal Evaluations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency NonManagement Formal Evaluation Non Management Formal Evaluation Frequency Bi-Annually Annually Annually Plans & Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Years Strategic Plan Considers 12 Date Strategic Plan Adopted Apr 21 Does your organization have a Business Continuity of Operations Plan? Management Succession Plan? Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Document Destruction Policy Directors and Officers Insurance Policy Is your organization licensed by the Government? 5 No No

13 Registration Permit? 13

14 Board & Governance Board Chair Board Chair Mr. John P Farmer Company Affiliation Eastern Bank Term Sept 215 to Sept 217 J.Farmer@Easternbank.com Board Members Name Affiliation Status Thomas Alexander Alexander & Femino Voting Beth Bower Salem State University Voting Paula Brown Tatiana Burgos-Espinal Gary Coon General Israel Putnam Chapter DAR North Shore Community College Finer Wealth Management, Inc. Mr. Paul DePrey National Park Service Exofficio Wayne Eisenhauer Danvers Historical Inc. John Farmer Eastern Bank Voting Timothy Felter Susan Goganian Newburyport Five Cents Savings Bank Beverly Historical Society Voting Jack Good III People's United Bank Voting William Howard Beverly Cooperative Bank Voting John Keohane Henry's Market of Beverly Voting David LaFlamme North Shore Bank Voting Lisa Lyons Thomas MacDonald Small Planet Communications Hawthorne Hotel James O'Brien Essex Agricultural Society Voting Mark Pitzi Johnson, O'Connor, Feron, & Carucci LLP. Nathaniel Pulsifer Pulsifer & Associates Voting David Read Dana Farber Cancer Institute Voting Kevin Rourke Salem Five Bank Voting James Rudolph Thomas Sullivan Rudolph Friedmann LLP. Law Office of Thomas J. Sullivan Rosario Ubiera-Minaya Salem Educational Foundation Voting Dan Yaeger Pamela Yameen New England Museum Association Voting Butcher Boy Market Board Demographics - Ethnicity African American/Black 1 14

15 Asian American/Pacific Islander Caucasian 22 Hispanic/Latino 2 Native American/American Indian 1 Other Board Demographics - Gender Male Female Unspecified 19 7 Board Information Board Term Lengths Board Term Limits Number of Full Board Meetings Annually Board Meeting Attendance % Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions Percentage Making In-Kind Contributions Constituency Includes Client Representation % 96% 1% Standing Committees Audit Compensation Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Executive 15

16 Financials Fiscal Year Fiscal Year Start July 1, 214 Fiscal Year End June 3, 215 Projected Revenue $1,24,64. Projected Expenses $1,24,64. Endowment? No Spending Policy N/A Credit Line? Reserve Fund? Months Reserve Fund Covers 18 Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $918,27 $1,55,392 $1,67,937 Total Expenses $867,554 $924,759 $868,262 Revenue Sources Fiscal Year Foundation and Corporation Contributions Government Contributions $712,234 $873,616 $897,43 Federal State Local Unspecified $712,234 $873,616 $897,43 Individual Contributions $123,365 $145,137 $98,74 Indirect Public Support Earned Revenue $5,279 Investment Income, Net of Losses $3,838 $3,598 $3,288 Membership Dues $38,25 $16,215 $12,595 Special Events $4,385 $16,826 $28,764 Revenue In-Kind Other $21,94 16

17 Expense Allocation Fiscal Year Program Expense $581,73 $621,1 $536,763 Administration Expense $199,27 $25,938 $298,417 Fundraising Expense $87,274 $52,82 $33,82 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 67% 67% 62% Fundraising Expense/Contributed Revenue 1% 5% 3% Assets and Liabilities Fiscal Year Total Assets $1,98,21 $1,921,45 $1,765,83 Current Assets $1,954,656 $1,97,57 $1,739,656 Long-Term Liabilities $ $ $ Current Liabilities $1,681 $91,998 $66,669 Total Net Assets $1,879,52 $1,829,47 $1,698,414 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? No No Comments CEO Comments The primary financial challenge facing Essex Heritage is the decline in federal funding. However, this challenge offers an opportunity to re-evaluate the organization and find ways to become self sufficient. We are actively evaluating our options and pursuing new areas of revenue, including our movie and other educational programs. 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 listed under individuals when the breakout was not available. Created Copyright 218 The Boston Foundation 17