JVS FY14 Annual Report
Transcription
JVS FY14 Annual Report
IDEAS INTO ACTION JVS 2014 Annual Report LETTER FROM OUR CEO AND CHAIR Dear JVS Friends and Supporters, OUR MISSION Empowering individuals from diverse communities to find employment and build careers, while partnering with employers to hire, develop, and retain productive workforces. As you read this year’s annual report, the JVS offices are in transition as we prepare to make our first move in a decade to 75 Federal Street, where we have created the Center for Economic Opportunity. In this new, exciting environment JVS is poised and ready to meet Boston’s opportunity gap head on. We will be able to bring our high quality programs and services to an additional 5,000 people annually. In looking at the 2014 Annual Report, you will see the many necessary steps that brought us to this crucial point in our development. You’ll see highlights from Fall 2013 through Summer 2014, and how we have taken innovative ideas and developed them into actionable programs that benefit the agency and the people we serve. • I n 2012, we hosted a forum to present the results of a groundbreaking Social Return on Investment (SROI) study on JVS’s work. This well-attended event attracted thought leaders in the workforce development field and the wider non-profit sector. At this forum, we were introduced to the organization Social Finance, who eventually became our partner in the $15M Pay for Success bond that was announced in 2014. • O ur CJP/JVS Emerging Jewish Leaders Internship Program was the result of creative thought from several directions. Community leader Jill Cohen came to CJP with her idea of giving young adults a “leg up” in entering the job market. This, combined with a similar model from JVS San Francisco, resulted in our creation of a successful eight week internship program for fourteen college students, who gained valuable work experience at Jewish agencies throughout the Boston area. WE’VE GOT A NEW LOOK! The JVS logo has been updated to reflect our core values – honoring our legacy, partnership, respect, learning, quality – and to capture the diversity of our programs and clients. This new branding, created by Elephantik LLC, showcases our growth and represents the innovative, welcoming environment we create for those we serve. The tagline “Skills · Jobs · Careers” continues to be featured on our logo due to its key connection to our mission and daily work. • O ver the summer, the United Way and LISC (Local Initiative Support Corporation) released a request for proposals for development of Financial Opportunity Centers (FOC) in the Boston area. This concept aligned with our strategic plan to provide more effective wrap-around support services for our clients. We learned that we received this grant in the fall, and FOC programming is currently underway, influencing services agency-wide. Throughout the report you’ll also read more about the recipients of the ideas into action theme – the people JVS serves daily. As they arrive at JVS seeking to improve their lives by building their skills and reaching towards better jobs, our dedicated staff collaborates with them to put their hopes and dreams into action. We see those results every day, and are grateful to our friends and supporters for making this a reality. With deep appreciation, Jerry Rubin, JVS President and CEO Mark Stein, Chair, JVS Board of Directors 2014 HIGHLIGHTS JVS was designated for the nation’s The SECURE JOBS PARTNERSHIP BRIDGES TO COLLEGE, a college JVS was named as one-of-three The HARRY AND JEANETTE In partnership with Combined first workforce development PAY celebrated its first anniversary. Secure preparation program for adults, BOSTON FINANCIAL OPPORTUNITY WEINBERG FOUNDATION selected Jewish Philanthropies, the FOR SUCCESS BOND PROJECT. Jobs provides intensive job training to many who speak English as a CENTERS by The United Way, LISC JVS as part of an international EMERGING JEWISH LEADERS This $15M partnership between the heads of families who are homeless or second language, placed 100% of and Mayor Marty Walsh. The Financial workforce development matching SUMMER INTERNSHIP PROGRAM Commonwealth, JVS, Social Finance, who are at risk of becoming homeless. its Biotechnology track students in Opportunity Center is an integrated program, donating $326,000 as a IN MEMORY OF M. BRADLEY JACOBS and Jobs for the Future will enable us The program places individuals in college courses. The General Studies services approach that combines match for funds raised by the JVS launched. JVS placed 14 rising college to provide education and employment employment and support services, track began co-enrolling students workforce development, income Board of Directors to sustain our juniors and seniors at 13 Greater for an additional 3,000 adult learners. including housing and childcare. with Bunker Hill Community College support services and financial coaching workforce development programs Boston Jewish Communal Service and graduates placed in college level to improve the lives of low- and middle- over the next three years. agencies. courses at a rate of 96%. income adults. IN 2014: 21,000+ individuals JVS participated in services & programs PAY FOR SUCCESS BOND PROJECT “We’ve been helping people gain the skills they need to get good jobs and earn good wages for more than 75 years, and this initiative will enable us to significantly expand our work and impact.” – JERRY RUBIN, PRESIDENT AND CEO, JVS BRIDGES TO COLLEGE “Since I began in Bridges to College, my courage, my fighting spirit, and the love of study that I lost 10 years ago has returned. Now when I look forward in my life, the future looks bright. More than a simple bridge to college, this program is really a bridge to a better life.” – SLYVAIN LORNG, BRIDGES TO COLLEGE GRADUATE [RIGHT] 17 100 % EMPLOYERS COLLEGE PLACEMENT RATE received onsite workforce development services BRIDGES TO COLLEGE BIOTECHNOLOGY TRACK 420 EMPLOYERS HIRED 1,771 JVS CLIENTS “My mentor taught me to always have a smile and to be prepared for anything.” – ALICE COX, TRANSITIONS TO WORK GRADUATE 2 3 OUR SUPPORTERS During our 2014 fiscal year, a wide range of individuals, foundations, corporations and organizations supported JVS. We are grateful for their annual contributions as we continue to grow and serve thousands of individuals each year. “Bridges to College is a place of hope, a source of motivation, a musical instrument that never stops playing me the song of success. It gives me necessary support to embrace my dream.” — CARL COLAS, BRIDGES TO COLLEGE GRADUATE “I came to the U.S. from Rwanda four months ago. With what I learned at the Food Service Training program I got my first job in the United States.” — VIVINE MUKAMUHIZI, FOOD SERVICE TRAINING GRADUATE Chuck and Jessica Myers Obermayer Foundation Partners HealthCare The Robert and Myra Kraft Family Foundation The Slifka Family Foundation Mark Stein and Rosa Hallowell Adam and Hope Suttin Lisa and Neil Wallack $5,000 - $9,999 $250,000 + $50,000 - $99,999 The Linde Family Foundation The Paul & Phyllis Fireman Charitable Foundation Richard and Susan Smith Family Foundation Ruderman Family Foundation BNY Mellon/Arthur F. Blanchard Trust Joseph and Lynne Goodman Highland Street Foundation Herb and Maxine Jacobs Foundation The Philanthropic Initiative, Inc. Ellen and Steven Segal Geraldine and Gabriel Sunshine $100,000 – $249,999 Anonymous The Boston Foundation Cummings Foundation, Inc. The Harry and Jeanette Weinberg Foundation, Inc. The Klarman Family Foundation State Street Foundation, Inc. 4 $25,000 - $49,999 A.C. Ratshesky Foundation The Barrington Foundation, Inc. The Carl and Ruth Shapiro Family Foundation The Davis Companies Eisenson Family Fund Fish Family Foundation Steven and Nancy Fischman Jacobson Family Foundation The Lincoln and Therese Filene Foundation, Inc. The Ludcke Foundation $10,000 - $24,999 Robert L. Beal Ilana Braun and Jed Weiss The Wolk Family and The Cross Country Group CVS Health Will and Ami Danoff Robert and Marian Ettl Frieze Family Foundation Larry and Beth Greenberg Harold and Anna Ullian Charitable Foundation Lesley and Ben Inker The Krupp Family Foundation Aron and Susan Ain Anonymous Beth Israel Deaconess Medical Center Terrie & Brad Bloom Family Fund Brookline Bank Fidelity Charitable Gift Fund William and Denise Finard Marjorie Glazer Richard Glovsky Campe and Amanda Goodman Greenberg Traurig Harvard Vanguard Medical Associates Atrius Health James Herscot Robert and Jacqueline Hughes Douglass E. Karp Jeffrey Kraines Deborah and Todd Krasnow The Lawrence Greenberg Trust Douglas and Suzi Newman Paul Osterman Michael and Emily Phillips The Schoen Family Foundation Renata and Edward Selig Rob and Christine Small Charitable Fund Walter Sprague State Street Corporation Patti A. Stoll and Michael H. Gladstone $1,000 - $4,999 Alan Altman Anonymous Matthew and Judi Appelstein Joan and Steve Belkin Donald Benovitz and Martha Fagan George and Harriet Berkowitz Paul Bernon Boston Private Bank & Trust Howard A. Brick and Jill Smilow Catherine and Hillel Shahan Bromberg Brown & Wagner, LLC The Bruce Cerullo and Kristen LynchCerullo Family Fund Bunker Hill Community College Larry and Rachel Chafetz Children’s Hospital Boston Marsha R. Cohen Congregation Beth El’s Tzedakah Hevra Congregation Sha’aray Shalom Sara and Andrew Dauber Marna Dolinger, MD David and Danielle Dykeman The Eastern Bank Charitable Foundation Roman Fayerberg Alan and Gail Fields Family Fund Rabbi Alan Flam and Judith Semonoff Penny and Richard Garver The Gerson Family Claudia Gilman Eisenbaum and Harry Eisenbaum Avram & Carol Goldberg and Deborah Goldberg & Michael Winter Alexander Goldstein Stacy Goodman and Ingólfur Ágústsson Doris and Robert Gordon Mark and Janet Gottesman Carol Grady Kenneth and Lois Greenberg Zachary and Alyson Greene Michael S. Grill and Hillary S. Brown Richard Heller Susan and Julian Houston Robert and Catherine Infantino Janelon Associates Daniel and Elizabeth Jick Matt Karlyn Bonnie Kintzer Ruben and Deborah Klein Nicole Kokolakis Borden and David Borden Danny Kraft “I am continually inspired by the students I teach; students come together to help each other across language and cultural barriers every day.” — BARBARA GWYNN, REFUGEE SERVICES VOLUNTEER 5 OUR SUPPORTERS Wendy Landman & Joel Weissman Legal Sea Foods, Inc. Alan Leventhal Richard J. and Arlene Levin Levine Chapels and Stanetsky Memorial Chapel Lincoln Property Company Joseph and Judith Ludwig Steven Mahoney Arthur and Bebby Marlin Fund Jane R. Matlaw McGladrey Charitable Foundation Margaret McKenna Richard and Deborah Mikels Andrew and Suzanne Offit Laurence and Caren Peters Lisa Mansdorf Pollack and Louis Mansdorf Arthur Rabinowitz and Maria A. Ponsillo Eric S. Ritvo Jay Rosenbaum David Rosenberg Jerry Rubin and Carol Steinberg Daniel and Ranella Saul Ronald and Nancy Shaich Benson and Norma Shapiro Jeff and Carolyn Snider The Strategy Group Dalia Topelson Linda and Daniel Waintrup Cantor Steven Weiss and Dr. Stephanie Gertz Richard and Susan Yanofsky Joe Zeff Mr. and Mrs. Edward E. Zuker $500 - $999 Anton’s Cleaners, Inc. Michael and Kate Applebaum Marci Bikshorn Susan Black and Rich O’Neal Karin Blum Paul and Dorothy Burstein Todd Clark Susan Dooley East Boston Savings Bank eBay Matching Gifts Program Barbara and Michael Epstein Jane Feigenson Helaine Geismar Katz Jeff Gentry Ronald Gluck and Elizabeth Brody Gluck James and Amy Golov Rona and Harold Goodman Cheryl Grady Sylvia E. Green Thomas Greenfield Charles and Sara Goldberg Charitable Trust Robert and Diane Hildreth Matthew Hoffman Lisa and Michael Josephson Kaplansky Insurance Mary Beth Keefe Karen Korn Carl and Karin Lieberman Herbert Morse Robin Neiterman Karen Niemi Governor Deval Patrick George Peabody and Nancy Kaplan Phyllis N. and Eli J. Segal Family Fund Randolph Pierce Professional Profiles Jeffrey Robbins Stuart Rose Sara Rubin and David L. Montanari Harold and Linda Schwartz Bram Shapiro Enid Shapiro William Terry Tishri Fund Luis Vidal and Jennifer Slifka Vidal PUBLIC FUNDING Boston Private Industry Council City of Boston, Mayor’s Office of Jobs and Community Service City of Boston, Department of Neighborhood Development Commonwealth Corporation Employment and Training Resources Executive Office of Administration and Finance Executive Office of Labor and Workforce Development Massachusetts Clean Energy Center Massachusetts Commission for the Blind Massachusetts Department of Developmental Services Massachusetts Department of Elementary and Secondary Education Massachusetts Department of Higher Education Massachusetts Department of Housing and Community Development Massachusetts Department of Transitional Assistance Massachusetts Office for Refugees and Immigrants Massachusetts Rehabilitation Commission Metro North Regional Employment Board Metro South/West Employment and Training Administration COMMUNITY SUPPORT & PARTNERS Benjamin Franklin Institute of Technology Bunker Hill Community College Combined Jewish Philanthropies English for New Bostonians Jewish Community Relations Council Massachusetts Bay Community College Neighborhood Jobs Trust Quincy College Roxbury Community College SkillWorks: Partners for a Productive Workforce United Way of Massachusetts Bay and Merrimack Valley GIFTS IN-KIND Robin Assaf Nancy Cohen Arieh Coll Circle of Hope Christ Church David Fox Photography E.B. Horn Jewelers Fairmont Copley Plaza Hotel Ethel Garner Holland & Knight LLP Reed & Barton Carmen San Miguel Zypora Vineyards The previous listing includes gifts received between October 1, 2013 – September 30, 2014. We have made every effort to list all names accurately, and regret any omissions or errors. If an error has been made, please contact our Development office at 617-399-3272. Please note that gifts to our Capital Campaign are not included in this list. All donations to the Campaign for the Center for Economic Opportunity will be listed in a future publication. “We think of JVS as the cornerstone of our foundation’s efforts to improve lives through vocational training in the Greater Boston area... JVS makes a positive impact across numerous locations and career categories, and their team has demonstrated an ability “At JVS you are on a good path, the right track. The to adapt to the rapid changes teachers are patient. The program is amazing.” we’re all facing.”— CARL WHITTAKER, — ADULT DIPLOMA PROGRAM GRADUATE DIRECTOR, HERB AND MAXINE JACOBS FOUNDATION 6 “I had spent time away from the workforce and the classroom. The caring teachers and faculty at JVS PharmTech program made the transition easier.” — THERESA GAGNER, PHARMACY TECHNICIAN PROGRAM GRADUATE 7 EMPLOYER PARTNERS ELEVATE: THE JVS GALA JVS Business Services offers career development services to help retain and promote current employees. These services include: workplace English classes (for nonnative speakers), adult basic education, college readiness classes, customer service training, effective communication, supervisory training, computer and one-on-one career coaching. JVS partners with local businesses to create training programs that promote business and workforce development goals. The 2014 elevate: The JVS Gala was record-breaking, drawing over 400 people and raising nearly $400,000. We were proud to honor Governor Deval Patrick for his visionary leadership, leaving a legacy of opportunity, access and inclusion for all and Transitions to Work employer partners for their dedication to employing individuals with disabilities and commitment to creating and implementing change in the workplace. Transitions to Work participant Robbie Mikels inspired the entire room as he spoke about his experience at JVS and how grateful he now is to be working each day at a job he enjoys. Thank you to our employer partners: “JVS is about leaving no one behind. It’s very much about understanding that stake we have in each other, and working towards that, bringing those values into our lives, our economy, and our communities.” — GOVERNOR DEVAL PATRICK ELEVATE: THE JVS GALA PHOTO GALLERY UPPER LEFT: Robert Beal, Robert Kraft, Gov. Deval Patrick, and Jerry Rubin Top left: Board Chair Ellen Segal, her husband Steven Segal, and friends Top right: Two of our client ambassadors, “JVS programs are transformational. Again and again, I have seen our Legal Sea Foods associates Kelsang Ghirmire and Maria Tavares go from being silent onlookers to active participants in meetings and other work activities. Bottom left: The Mikels family with Managers have told me that their jobs became easier because the associates attending class Director of Disability Services, can now communicate independently. I have watched associates who started out unable to Madeline Wenzel write their own names now able to write words and even full sentences. Partnering with Bottom right: Geraldine Sunshine, Board JVS is one of the best workforce development decisions we’ve made.” member Stacy Goodman, Thomas Ho, and –CHRISTINE MCCARTHY, LEGAL SEA FOODS, HUMAN RESOURCES 8 Ingólfur Ágústsson 9 IDEAS INTO ACTION FINANCIAL OPPORTUNITY CENTER PAY FOR SUCCESS In August 2014, the Commonwealth of Massachusetts announced its selection of JVS, in partnership with financial intermediary Social Finance, to develop the nation’s first Pay For Success (PFS) initiative to deliver Adult Basic Education leading to employment. The PFS model channels investors’ money into social services at no initial cost to taxpayers. When the program hits agreed upon benchmarks, the state repays the investors with interest. This $15M initiative will be the first to define success through revenue to the state, as opposed to savings to the state based on prevention. JVS will be scaling up proven programs along four key tracks: 1. Rapid employment, “Adult Education Initiative Gets Boost” CLAIRE MCNEIL – August 13, 2014 “Massachusetts Makes New Workforce Investment” BROOKE DERENZIS – August 26, 2014 2. English for Advancement, The creation of JVS’ Financial Opportunity Center (FOC) was announced in Fall 2014. A FOC utilizes an integrated services approach that combines workforce development, income support services and financial coaching to improve the lives of low- and middle-income adults. This year, the FOC will assist 200 individuals in completing a comprehensive financial assessment, including 1:1 financial coaching. Jerry Rubin, President and CEO, is “elated that JVS has been given the opportunity to open a Financial Opportunity Center (FOC) as part of our new Center for Economic Opportunity. Providing JVS customers with the financial education and tools they need to avoid high-cost ‘predatory’ financial arrangements, and take advantage of benefits like the Earned Income Tax Credit, will go a long way to helping them achieve economic self-sufficiency. The FOC is a perfect complement to our education, skills, and employment services.” The FOC services are based on LISC’s data-driven best practices, which show that bundling services is more effective. Research shows that clients engaged in two or more services are ten times more likely to improve net income. Doreen Treacy, VP of Career Services, sums up the impact of these expanded services, saying “The JVS Financial Opportunity Center will assist clients to gain employment, retain employment, and build assets for long term financial security.” 3. Occupational skills training, and 4. Bridges to College. “I learned much more about the Jewish community and how These tracks will build language and vocational skills for nearly 3,000 individuals, and expand JVS services to gateway cities such as Lynn and Framingham. The ultimate goal of these services is to help individuals make successful transitions to employment, higher wage jobs and higher education. tight-knit and caring it is, especially in the greater Boston area. Most importantly I learned that Jewish leaders are very willing to help out all types of people.” – MIRANDA SMITH, INTERNSHIP PARTICIPANT “We are thrilled to be chosen to participate in this important initiative, and honored to be recognized as an effective provider of adult education and workforce development services,” said Jerry Rubin, JVS President and CEO. “We’ve been helping people gain the skills they need to get good jobs and earn good wages for more than 75 years, and this initiative will enable us to significantly expand our work and impact.” EMERGING JEWISH LEADERS INTERNSHIP IN MEMORY OF M. BRADLEY JACOBS During Summer 2014, JVS and CJP launched a new pilot program, which placed 14 college juniors and seniors in paid internships with Jewish Communal Service agencies. The pilot program met its goals: SKILLS TRAINING GRADUATES LAURIE CLECKLEY AND LATOYA AHART “This is going to open doors; this is going to get people jobs; this is going to make people feel good about their lives; this is going to help parents help their own kids. The ramifications of this investment — you can’t count them on 10 fingers.” – SECRETARY OF EDUCATION MATTHEW MALONE 1. T o build college students’ skills and resumes to prepare them for jobs in today’s economy; 2. T o give young adults an understanding of the important work done by Jewish Communal Service agencies; 3. To add capacity to over-burdened organizations. The program ran for 8 weeks, with participants working 21 hours/week at their host sites, and attending seminars on Fridays. The seminars covered professional development topics such as strategic volunteering, business ethics, and finding work that supports your values. Behind the scenes, the program got off the ground due to the urging of Jill Cohen and the work of JVS Career Moves 10 staff members. CJP secured the first major gift that enabled JVS to begin developing a program. Soon afterward, Jill Cohen decided that the idea of giving young adults a “leg up” in entering the job market would be a fitting tribute to her late husband M. Bradley Jacobs, and Jill committed to raising the necessary funds from her family and friends. In recognition of her tireless efforts, the pilot program was dedicated to the memory of Brad. HOST AGENCIES Boston Jewish Film Festival CAMERA Camp Grossman CJP Gann Academy Gateways: Access to Jewish Education JCRC: TELEM Program Jewish Big Brothers Big Sisters Jewish Family and Children’s Service JFS of Metrowest JVS-Boston, Refugee Employment Department 11 FY 2014 INCOME FINANCIAL INFORMATION 39% Contributions and Grants 37 % Government Contracts JVS Boston continues to show impressive growth and is reporting a 19% increase in revenues from the previous year. This growth is a combination of increases in government funding such as the Secure Jobs program and Learn at Work, increased support from the business community through the Business Services training programs and the generosity of individuals and foundations. The growth in FY 14 combined with sound management provided JVS Boston with an increase in Net Assets of just over $850K. This brings the value of JVS’s Net Assets to $6.2M as of 9/30/2014. Jacob Sauerborn Chief Financial Officer 11% Combined Jewish Philanthropies/United Way 11% Program Revenue 1% Other (including In-Kind, Investment Income) FY 2014 EXPENDITURES 39% Pre-Employment Services 17% The Work Place 16% Administration 13% Incumbent Worker Services 8% Career Moves 7% Fundraising FINANCIAL STATEMENT FOR FISCAL YEAR 2014 SUPPORT AND REVENUE FY 2014 FY 2013 $4,176,500 $3,415,032 Government Contracts 3,940,981 3,195,084 Combined Jewish Philanthropies/United Way 1,198,906 1,188,590 Program Revenue 1,194,886 979,363 157,479 105,099 10,668,752 8,883,168 Contributions/Grants Other (inc. In-Kind, Investment Income) TOTAL SUPPORT & REVENUE EXPENDITURES 12 PROGRESS ON STRATEGIC PLAN We have made significant progress over the past year on our strategic plan, which began in 2012 and runs through 2015 in: • expanding our impact, • refining our portfolio of programs, • and investing in supporting capabilities. Pre-Employment Services 3,803,046 3,258,935 We have expanded our impact geographically by providing services in Gateway Cities, including Lynn The Work Place 1,694,829 1,463,930 and Framingham, and expanded our impact programmatically by serving new populations, including Administration 1,608,482 1,405,077 individuals receiving housing assistance and individuals coming out of recovery programs. For our Incumbent Worker Services 1,238,717 1,344,972 current programming, one major area of refinement was Bridges to College, which began a “dual- Career Moves 736,656 659,122 enrollment” model, in which classes are co-taught at JVS with Bunker Hill Community College faculty, Fundraising 732,143 643,773 and students gain college admission and credit right away. Finally, our major investment in supporting TOTAL EXPENDITURES 9,813,873 8,775,809 Change in Net Assets $854,879 $107,359 Beginning Unrestricted Fund Balance 1,854,481 1,747,122 ENDING UNRESTRICTED FUND BALANCE 1,956,534 1,854,481 capabilities focused on building JVS’s new home at the JVS Center for Economic Opportunity in the heart of Boston’s financial and innovation district. Over the next year, we are looking forward to continuing to execute our plan and revise it for the coming three years. 13 JVS BOARD OF DIRECTORS 2014-2015 CHAIR Mark Stein VICE-CHAIRS Campe Goodman Jane R. Matlaw TREASURER Douglas F. Newman SECRETARY Richard Yanofsky CHAIR EMERITA Ellen Segal DIRECTORS Ilana Braun Howard Brick Catherine Bromberg Dr. Marna Dolinger Roman Fayerberg Abby Flam Penny Garver* Claudia Gilman Eisenbaum Marjorie Glazer Joseph Goodman Stacy Goodman Kenneth J. Greenberg Michael S. Grill* Richard Heller Susan Houston Robert Hughes Ben Inker Wendy Landman Margaret McKenna Jewish Vocational Service Judith Obermayer* PO Box 120138 Lisa Mansdorf Pollack Boston, MA 02112 Eric Ritvo 617.399.3131 Jay Rosenbaum www.jvs-boston.org Jennifer Rosenbaum Patti A. Stoll Gabe Sunshine Cantor Steven Weiss Joe Zeff *Past Board Chair PRESIDENT AND CEO Jerry Rubin Photos by David Fox, Bellie Hacker, Kellie Hines-Robinson, Ilene Perlman. Design by Flow Creative Group. 14