ESC of New England, Inc (Executive Service Corps of New England)

ESC of New England, Inc (Executive Service Corps of New England) General Information 176 Federal Street, Suite 5-C Boston, MA 211 (617) 357-555 Website http://www.escne.org Organization Contact Julie Crockford info@escne.org Year of Incorporation 1982 1

Statements & Search Criteria Mission Statement ESC's mission is to enhance the overall impact of the nonprofit community by enabling organizations to operate more effectively to meet the needs of their constituencies. ESC accomplishes this through the provision of high-quality, high-impact, affordable management consulting and related services by senior level executives and professionals from the private, nonprofit, and public sectors who donate their time and expertise. Diversity and Inclusion ESC is dedicated to promoting a culture of diversity and inclusion where differences are recognized, understood, and appreciated in ways that enable each constituency to create a positive impact within the communities we serve. Background Statement ESC s mission is to enhance the overall impact of the nonprofit community by enabling organizations to operate more effectively to meet the needs of their constituencies. ESC accomplishes this mission by providing management consulting and capacity-building services exclusively to nonprofits throughout Massachusetts and Rhode Island. Since our inception 33 years ago, ESC consultants, volunteer professionals who donate their time, knowledge, and expertise to the betterment of their communities, have assisted 2, local nonprofits with the creation and implementation of successful strategies for immediate and long-term sustainability, and enhanced impact. ESC conducts approximately 1 consulting engagements each year, with nearly half of our clients asking ESC for a follow on project. In the past three years, 94% of the organizations we worked with believed that the services rendered would produce immediate and sustainable impact. The cornerstone of ESC s success rests with its consultants, an impressive cadre of professionals from the private, nonprofit and public sectors who donated nearly 14, hours of their time last year to area nonprofits. These experienced senior level executives combine expertise, skill, passion for excellence and strong desire to serve the community with rigorous professional development to deliver cutting-edge consulting services to ESC s clients. Our unique team approach to consulting allows us to offer our clients a team of 2-4 consultants whose combined skills and sector experience closely match their needs. In addition, the project team has access to all of ESC s consultants as resources to be utilized on the project as needed. Encore Fellows (a national program, operated regionally by ESC) provide nonprofits with a new source of talent for high impact project work or undertaking a role in a functional area or as interim executive. They provide a minimum of 1 hours of service in a year to a single nonprofit for an affordable stipend. Boston-based and primarily serving the Greater Boston area, ESC maintains a four-tiered structure comprised of a Board of Directors, an Advisory Board, volunteers and staff all of whom play a critical role in planning and development. 2

Impact Statement Accomplishments - Provided management consulting services to 1 nonprofits - Facilitated practical workshops on timely topics for over 1, nonprofit leaders - Engaged 16 Volunteer Consultants who provided nearly 14, hours of services to strengthening the nonprofit community through the delivery of capacity-building services Goals - Greater diversity in our consultant pool - Expansion of consulting services to reach more nonprofits - Enhance ESC's internal and external professional development programs Needs Statement ESC has four areas of need: financial donations, highly skilled volunteers to serve as Consultants, Workshop Presenters, ESC Board Members; post-primary career professionals who want to transition to high impact-nonprofit work as Encore Fellows; and referrals of ESC s services to the benefit of other nonprofits. ESC consultants are volunteers. Contributions to ESC sustain the proper support system: recruitment, professional development, oversight and evaluation, leveraging the skills and expertise of more than15 volunteers to provide expert guidance to 1 agencies and practical workshops to 1, nonprofit leaders each year. A donation to ESC has a multiplied impact: helping to sustain our capacity-building and management consulting infrastructure (volunteer recruitment, training, placement and oversight) that assists nonprofits to become more effective in service delivery to countless individuals and families, often those most in need in our communities, who are the ultimate beneficiaries of our work. There are several ways to serve the nonprofit sector through ESC: as a skilled, experienced professional in an Encore Fellowship or nonprofit Consulting engagement; tell a nonprofit about ESC s programs and services; and/or make a donation. ESC welcomes your inquiry about our work creating sustainable impact for nonprofits and making an important difference in the quality of life in our communities. 3

CEO/Executive Director Statement ESC of New England is a charitable nonprofit management consulting organization that offers its high quality and affordable services exclusively to other nonprofits though a unique business model: executives and professionals with senior level experience who donate their time, knowledge, and expertise for the betterment of their communities. ESC has the resources to provide the overall skill enhancement and additional in-depth individual guidance so-needed by nonprofits as leaders confront the increased demand for services and diminishing resources that have been the product of these difficult economic times. ESC s volunteer consultants bring knowledge, experience, passion and compassion to every consulting engagement. Nearly 7% of ESC s consultants have been volunteering with our organization for five years, and 2% have been with ESC for more than 1 years a testament to both the commitment of the professionals who volunteer with us, and the rewarding experience ESC provides including a comprehensive ongoing peer based professional development programs. In addition to consulting, ESC offers practical workshops on a variety of timely topics to executive directors and senior staff, and provided more than 1, nonprofit leaders with best from attending these workshops in the past year. This past year ESC significantly expanded into the encore arena: becoming the exclusive regional operator of the national Encore Fellowships Program and incorporating as a new program Discovering What s Next (DWN) providing programs and resources to post primary career professionals exploring engagement in the social sector. ESC became the fiscal sponsor for Encore Boston Network, and ESC s CEO joined its Board. An investment in ESC is an investment towards meeting the needs of nonprofits, and an important investment in helping those who are among the neediest in our local communities, who are the ultimate beneficiaries. Board Chair Statement I have been with ESC since 23, both as a volunteer consultant and now as also its board chair. I believe firmly in the mission of the organization and, as a volunteer consultant, have been gratified to work with nonprofits that are deeply committed to helping those whom they serve in the best way possible, despite limited resources. I have seen first hand the difference that our caring, competent, experienced, and knowledgeable volunteer consultants have made. I have led teams of volunteer consultants in strategic planning projects for agencies focused on human services, historic preservation, human rights, and environment quality. I am pleased to be able to continue to use my professional expertise as the former Chief Operating Officer for a major international energy consulting and engineering firm to help the nonprofit community. Service Categories Community Improvement, Capacity Building N.E.C. Geographic Areas Served ESC works with the nonprofit community on a variety of issues ranging from board development to strategic planning in Boston, Eastern Massachusetts, Cape Cod, and Rhode Island. Please review online profile for full list of selected areas served. 4

Programs Consulting Services Description ESC offers: 1) Consulting services in Board Development, Strategic Planning, Financial Management, Revenue Generation, Related Business Development, Human Resources Management, Marketing, Executive Coaching, Seminar and Retreat Services Budget Category None of the above Population Served General/Unspecified,, Program Short Term Success Program Long term Success Provided management consulting services to over 1 nonprofit organizations. Program Success Monitored By Examples of Program Success Encore Fellowships Description The Encore Fellowship Program (EFP) matches nonprofits in need of senior-level human resource talent with experienced professionals post primary career looking to transition their skills to the nonprofit sector likely in a staff position. Fellows move through an application process, training program and placement as a cohort. They work on a 6-month full-time or 12-month parttime basis and receive a stipend. Nonprofits leverage the experience and commitment of Fellows to improve their organizations; the program increases the rich pipeline of seniorlevel nonprofit leaders and provides a new source for individuals to employ their skills while receiving some compensation. Budget Category Population Served None of the above At-Risk Populations, Aging, Elderly, Senior Citizens, Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success 5

Discovering Whats Next (DWN) Description DWN inspires a new way of thinking about engagement in the social sector through personal discovery, peer support, focused resources, and events. These programs provide increased opportunities for adults at mid-life and beyond with the goal of providing more substantial and long-lasting impact on the nonprofit sector through meaningful engagement. Budget Category None of the above Population Served Aging, Elderly, Senior Citizens,, Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success Encore Boston Network (EBN) Description The Encore Boston Network (EBN) is an unincorporated network of 5 agencies and individuals who have chosen to work together to catalyze the adoption of encore work as a social norm in Greater Boston and amplifying their collective impact in our community. Budget Category Philanthropy, Voluntarism & Grantmaking, General/Other Population Served Adults,, Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success 6

Management CEO/Executive Director Executive Director Ms. Julie Crockford Term Start Jan 216 Email info@escne.org Senior Staff Ulea Grace Lago Title Experience/Biography Interim Director of Consulting Ms. Lago is a veteran community organizer with over 14 years experience working with non-profit organizations and community groups. She is the former director of the Truth and Reconciliation Project in Nashville, TN, a grassroots nonprofit organized around issues of food security and cultural diversity. She has helped direct a community partnership and service learning program at Sarah Lawrence College and organized political action-related educational panels and forums at Vanderbilt University. In Boston, she has consulted on structure and strategy issues for non-profit organizations working in HIV/AIDS support services and in educational enrichment for under-served urban teens. She earned a BA from Sarah Lawrence College, and a Masters of Divinity and a Law Degree from Vanderbilt University.pasting Staff Information Full Time Staff Part Time Staff Volunteers Contractors 4 2 16 1 Staff Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian Hispanic/Latino Native American/American Indian Other 5 Staff Demographics - Gender 7

Male Female Unspecified 1 5 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 Annually Annually Annually Plans & Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Document Destruction Policy Directors and Officers Insurance Policy Permit? Under Development Under Development 8

Board & Governance Board Chair Board Chair Mr. Bill Huss Ph.D. Company Affiliation CEO, Xenergy Inc. Term Apr 212 to Apr 216 Email billhuss53@gmail.com Board Members Name Affiliation Status Mr. Carlos Bernal Bernal Marketing Communications Voting Mr. Ashok Boghani Retired Consultant Voting Mr. Doug Dickson Retired Ms. Molly Downer First Republic Bank Voting Mr. Ken Fischer Boston Financial Management Voting Ms. Patricia Hurley FMR LLC Voting Mr. Bill Huss Ph.D. CEO, Xenergy, Inc. (Ret.) Voting Mr. Andy Littleford John Hancock Insurance Voting Mr. Christopher Malone Boston Consulting Group Voting Ms. Barbara Michaelsen Santander Bank Voting Ms. Joann M. Montepare Ph.D. Lasell College Voting Mr. Miles Robinson Consenta, LLC Voting Mr. Jack Smith Community Volunteer Voting Ms. Wendy A. Weiss CEO, Hot Flash Financial Voting Board Demographics - Ethnicity African American/Black 1 Asian American/Pacific Islander 1 Caucasian 12 Hispanic/Latino 1 Native American/American Indian Other Board Demographics - Gender Male Female Unspecified 9 6 Board Information 9

Board Term Lengths Board Term Limits Number of Full Board Meetings Annually Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions Percentage Making In-Kind Contributions Constituency Includes Client Representation 3 2 6 No 1% 1% Standing Committees Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Board Governance Finance Additional Board Members and Affiliations Name Mr. William J. Allen Mr. Joel Aronson CPA Mr. Jeffrey Bayard Ms. Barbara Breen CPA Ms. Linda Chin Mr. Barry Dym Ph.D. Mr. Andrew Graff Rev. Patricia Handloss Mr. M. David Lee FAIA Mr. John Linehan Ms. Andrea M. Martinez Ms. Marion L. Nierintz Ms. Carolyn M. Osteen Esq. Ms. Laura Perille Mr. Kenneth R. Rossano Mr. Stuart H. Sadick Ms. Patricia D. Smith Ms. Laura Swanson Affiliation Assistant Professor of Public Policy, Brown University Vice President, Alexander, Aronson, Finning & Co. VP, Healthcare & Not-for-Profit Group, TD BankNorth Director, Non-Profit Client Initiatives, Accounting Management Solutions, Inc. President, Asian Task Force Against Domestic Violence Executive Director, Institute for Nonprofit Management & Leadership, BU School of Management President & CEO, Allen & Gerritsen Associate Vicar, Old North Church VP, Stull and Lee Inc. Architects & Planners President & CEO, Zoo New England (Franklin Park Zoo--Stone Zoo) Investor Relations Manager, New Profit, Inc. Non-Profit Management Consultant Attorney, Ropes & Gray, LLP (Ret.) Executive Director, EdVestors Consultant, Korn/Ferry International Partner, Heidrick & Struggles Senior Vice President, New Directions Chief Operating Officer, Enterprise Center at Salem State University 1

Financials Fiscal Year Fiscal Year Start Oct 1, 214 Fiscal Year End Sept 3, 215 Projected Revenue $3,264,175. Projected Expenses $3,534,361. Endowment? Endowment Value $511327. Spending Policy Percentage Percentage 5% Credit Line? Reserve Fund? No Months Reserve Fund Covers Detailed Financials Revenue and Expenses Fiscal Year 215 214 213 Total Revenue $3,9,494 $3,552,285 $3,1,17 Total Expenses $3,23,378 $3,16,436 $2,937,49 Revenue Sources Fiscal Year 215 214 213 Foundation and Corporation -- -- -- Contributions Government Contributions $ $ $ Federal -- -- -- State -- -- -- Local -- -- -- Unspecified -- -- -- Individual Contributions $266,67 $869,546 $342,866 Indirect Public Support -- -- -- Earned Revenue $328,15 $213,825 $265,477 Investment Income, Net of Losses $1,884 $74,115 $95,46 Membership Dues -- -- -- Special Events -- -- -- Revenue In-Kind $2,485,393 $2,394,799 $2,396,781 Other -- -- -- 11

Expense Allocation Fiscal Year 215 214 213 Program Expense $2,95,619 $2,716,822 $2,675,362 Administration Expense $234,317 $223,87 $199,54 Fundraising Expense $63,442 $75,87 $62,183 Payments to Affiliates -- -- -- Total Revenue/Total Expenses.96 1.18 1.6 Program Expense/Total Expenses 91% 9% 91% Fundraising Expense/Contributed Revenue 24% 9% 18% Assets and Liabilities Fiscal Year 215 214 213 Total Assets $1,616,227 $1,728, $1,188,33 Current Assets $426,12 $52,817 $539,781 Long-Term Liabilities $ $ $ Current Liabilities $6,868 $59,757 $55,639 Total Net Assets $1,555,359 $1,668,243 $1,132,394 Short Term Solvency Fiscal Year 215 214 213 Current Ratio: Current Assets/Current Liabilities 7. 8.41 9.7 Long Term Solvency Fiscal Year 215 214 213 Long-Term Liabilities/Total Assets % % % Top Funding Sources Fiscal Year 215 214 213 Top Funding Source & Dollar Amount -- -- -- Second Highest Funding Source & Dollar -- -- -- Amount Third Highest Funding Source & Dollar Amount -- -- -- Capital Campaign Currently in a Capital Campaign? No Comments Foundation Staff Comments Financial summary data in charts and graphs are per the organization's audited financials. Contributions from foundations and corporations are listed under individuals when the breakout was not available. Created 7.25.218. Copyright 218 The Boston Foundation 12