Improving Our Quality of Life Annual Report 2006–2007 United Way of Massachusetts Bay

United Way
of Massachusetts Bay
and Merrimack Valley
Annual Report 2006–2007
Improving Our Quality of Life
section name
Above everything,
United Way pursues a better life for children.
Last fall, we asked Massachusetts residents about their
quality of life through a poll on the American Dream.
Regardless of their own situations, the vast majority
of respondents worried that things would be harder
for the next generation. This concern gets to the heart
of our vision. We are here, because we believe, at
our most fundamental levels, that children deserve a
future they can succeed in, and that their success is an
indicator of how we are all faring as a community.
The challenges our region faces are not singular in nature,
nor are they quick fixes. They are ingrained, interrelated,
and, in some cases, growing. Massachusetts families
struggling to afford homes and maintain financial stability,
children entering kindergarten unprepared and lacking the support they need as
they grow into young adults—these are the issues that compel us to act.
At United Way, our strategy for uprooting these challenges and raising our overall
quality of life focuses on four essential goals: building strong foundations for
children, providing guidance and opportunity for youth, enabling financial growth
for families, and ensuring homes for all. When unified under a single strategy and
network, the achievement of these goals has the power to make this region the
best place to raise a child in the country.
I’m proud of the progress we’re making. This year, United Way brought together
hundreds of high-quality community organizations, as well as corporate, government
and academic partners to drive lasting community solutions. In the fall, Boston Mayor
Thomas Menino partnered with United Way to develop a major city-wide school
readiness initiative aimed at preventing the achievement gap.
Table of Contents
overview . . . . . . . . . . . . . . . . . . . . . . . . 2–3
we’ve merged . . . . . . . . . . . . . . . . . . . 4–5
our work . . . . . . . . . . . . . . . . . . . . . . . 6–13
success stories . . . . . . . . . . . . 14–17
community power . . . . . . . . . . 18–37
partner agencies . . . . . . . . . . 38–42
financials . . . . . . . . . . . . . . . . . . . . 43–44
staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
This year also marked the beginning of a groundbreaking partnership among United
Way, One Family, Inc., and the Massachusetts Housing and Shelter Alliance to move
the Commonwealth from an approach that simply manages family homelessness to
one with the potential to end it. The new approach is called “Housing First” and it
changes the way homeless families are served by placing them in housing as a first
step and providing home-based services thereafter. You’ll read more about these
and other efforts in the pages that follow this letter.
In addition to the accomplishments our network made for the region, United Way has
gone through important changes of its own. This year, the Massachusetts Bay and
Merrimack Valley United Ways officially merged. The merger reflected our belief that
needs—such as employment, housing, and support for children—know no geographic
boundaries and that leveraging combined resources will benefit us all.
Making the greatest possible impact is also at the crux of our new investment
strategy, which unites our partner agencies under shared goals and ties our funding
to the achievement of specific measures. This plan prioritizes accountability and
ensures a more significant impact on the issues facing our communities.
Above everything, United Way pursues a better life for children. It is too large and
too important an endeavor to take on alone—which is why we rely on the passion
and expertise of the agencies in our network, the partnerships we forge in business
and government, and the critical support of individuals like you. Thank you for your
dedication to United Way and to the future of our region.
executive committee . . . . . . . . . . 46
board of directors . . . . . . . . . . . . 47
president’s council . . . . . . . . . . . 48
Bob Mahoney
Chairman, Board of Directors of United Way of Massachusetts Bay and Merrimack Valley
Vice Chairman, Citizens Financial Group, Inc.
United Way of Massachusetts Bay and Merrimack Valley brings our
communities together to help improve people’s lives and strengthen
the neighborhoods in our region.
This focus has not changed, but what has and will change are the needs of the
community and its people. Therefore, the focus of our work aligns with the changing
needs of our communities. We’ve never wavered from our commitment to stay ahead of
the most pressing needs in society to offset negative social trends, and we never will.
The Massachusetts Bay and Merrimack Valley region will be the
best place for children in the country.
We know that the best way to improve the future for our children is to both
strengthen the financial security of their parents today and ensure that children
are getting the nurturing support and educational opportunities that will prepare
them for adulthood. So, when we talk about the Massachusetts Bay and Merrimack
Valley region becoming the most child- and youth-centered region, this is what
we mean. It’s not just an issue about children, it is an issue for all of us who
believe that social and economic opportunity should be accessible to everyone.
Why United Way
We merge effective partners, wise investments, and committed volunteers to strategically
tackle the most critical issues and create measurable differences in our region.
By harnessing the strength of the United Way network toward a set of shared goals,
we can make extraordinary progress for our community. Under United Way’s investment
strategy, success will be measured not only by campaign dollars raised but by the
results we’ve achieved. That’s the sort of progress people can feel. It’s the sort of real
meaningful change United Way promises.”
Our research-based investment strategy unites a network of more than
259 partner agencies and ties our funding to the achievement of specific
measurements, increasing our ability to achieve tangible community goals.
—Ronald A. Homer, Chair, United Way of Massachusetts Bay and Merrimack Valley’s
Community Impact Committee; Chief Executive Officer, Access Capital Strategies LLC
Regional Perspective…Local Results.
Last year, the United Ways of Massachusetts Bay and
Merrimack Valley merged in an exciting opportunity that
extends our footprint, our programs, and our shared goals.
With the merger, we hope to leverage resources and
maximize the potential to improve the quality
of life across our region. The most critical issues—
The agreement reflects United Way’s ongoing commitment to building a strong,
stable region and a vibrant economy that holds the promise of a brighter future
for everyone.”
—Thomas H. Tulip, Ph.D., Vice President and Global Brand Champion, Bristol-Myers Squibb
and Board Chair of United Way of Merrimack Valley’s Advisory Committee
Bottom (Left to Right): Peter Thomas, Senior Vice President, United Way of Massachusetts Bay and Merrimack Valley (UWMB/MV) and Chief Professional Officer,
United Ways of New England; Mayor William F. Martin, Jr., Mayor of Lowell; Nancy L. Donahue, UWMB/MV Board Member; and Thomas H. Tulip, Ph.D., Vice President
and Global Brand Champion, Bristol-Myers Squibb and Board Chair of United Way of Merrimack Valley’s Advisory Committee; Top (Left to Right): Christopher Dick,
Enterprise Bank; and Leonard A. Wilson, UWMB/MV Board Member and Sovereign Bank.
we’ve merged
such as financial stability and creating environments
where children and youth thrive—know no geographical
boundaries. This merger reflects the best practices to
address issues that affect us, from Newburyport to Lowell
and Cambridge to Quincy and everywhere in between.
We welcome each other’s strengths and anticipate even
greater successes to come.
we’ve merged
our W
Healthy Child
United Way works
to ensure that all
children are healthy,
nurtured, and ready
to succeed when
they enter school.
40 percent of children are not prepared
for kindergarten according to a national
teachers report.1
One-third of Massachusetts children are exposed to risk factors that threaten their
healthy social and emotional development, and subsequent success in school.2
Poverty, abuse and neglect, or repeated exposure to violence within the family
or community, can be significant risk factors to a child’s healthy development.
High-quality early care and education is jeopardized by the lack of skilled and
consistent caregivers. The field’s low wages limit its ability to attract qualified
applicants—center-based educators earn 40 percent less than kindergarten
teachers.3 Limited professional training affects the quality of the learning
experience—74 percent of our childcare workforce has no bachelor’s degree.4
United Way is building strong foundations for young children
by supporting their social and emotional development.
By employing innovative research-based strategies and
investing in high-quality programs, we are providing
parents with the tools and resources they need to help
raise and nurture their children, and ensure they are
prepared for kindergarten and a lifetime of achievement.
• Increase the number of children and
parents benefiting from quality early
childhood and family service programs
uboston’s birth to five school readiness initiative
The School Readiness Initiative, a $1 million partnership between United Way and the City
of Boston, has brought parents, educators, childcare providers, pediatricians and other key
stakeholders together to close the achievement gap among school-age children. A 60-member
• Increase the number of professionals
qualified to meet the social and
emotional needs of children
School Readiness Action Planning Team is developing plans to ensure a sustainable
citywide commitment to school readiness. Two communications initiatives, “Early Words”
and a campaign focused on parents as a child’s first teacher, will be launched to bridge the
severe vocabulary gap faced by low-income children entering school and to promote the
important role of caregivers in young children’s learning and development. The initiative
has made significant strides towards addressing the achievement gap so that future
generations can fully access opportunities that promote educational success.
our work
your 2006-2007
investment in action
37 agencies funded
More than 22,000
young children served
David Pavelchek, “Teacher Perceptions of Preparedness for Kindergarten,” Social & Economic
Sciences Research Center-Puget Sound Division, Washington State University, April 2005.
National Center for Children in Poverty, 2005.
Massachusetts Capacity Study: Characteristics of the Current Early Education and Care Workforce
Serving 3-5-year-olds, Wellesley College Center for Research on Women, 2005.
Losing Ground in Massachusetts Early Childhood Education: Declining Workforce Qualifications
in an Expanding Industry, 1980-2004.
For more information visit:
$8 million
in programs that support
healthy child development
our work
our work
A Better
Quality of Life
United Way works to ensure
that all youth graduate from
high school with options for
the future as responsible,
involved members of society.
More than 11,000 Massachusetts youth drop out
of high school each year.5
More high school seniors drop out of school than any other grade level in Massachusetts,
and 65 percent of them had already passed the MCAS.6 The Massachusetts high school
drop-out rate is of critical concern, especially among lower-income communities.
A student’s reasons for leaving school can be complex, and include exposure to
violence, depression, substance abuse and failure in school.
Research has consistently shown that with access to a supportive adult and engaging
afterschool opportunities, youth are less likely to engage in risky behavior, and are more
likely to stay in school. However, more than 4,500 Massachusetts youth are still waiting
to be paired with a mentor.7
United Way coordinates the efforts of out-of-school time staff, parents and schools
to ensure youth stay connected and engaged during, before and after the school day.
Through regular communication between these key stakeholders, and by providing
quality programs and mentoring opportunities, we help youth feel supported and
empowered to pursue their dreams and goals.
• Increase the number of at-risk youth
participating in quality out-of-school programs
• Train and support adult staff as they engage youth
in high-quality youth programs with supportive
mentoring relationship with adults
out of harm’s way
• Connect the efforts of out-of-school
programs, schools, and families to
support youth at all times
In January 2006, with generous support from the Edgerley family, United Way launched a new
youth violence prevention program, Out of Harm’s Way (OHW). In partnership with principals
from two Boston public schools, the program seeks to accomplish the following goals: to
decrease incidents of violent acts, increase the capacity of teachers and afterschool staff
to work with at-risk youth through training in trauma and resiliency, and to increase the
number of youth in structured afterschool activities. So far, staff and teachers reported
at-risk youth being
served at 76 funded agencies
youth provided with
a mentor, and 650 adult staff
trained to build mentoring
an increased capacity to deal with troubled youth, an increase in student enrollment
in out-of-school time activities, and a decrease in student aggression, bullying,
and violence.
Massachusetts Department of Education, 2004-2005.
High School Dropouts 2005-2006, Massachusetts Department of Education.
UMASS Donahue Institute, 2006 Mass Mentoring Counts survey.
our work
your 2006-2007
investment in action
For more information visit:
$16 million
to programs that increase
youth opportunities
our work
our work
United Way invests in skills
development, education, career
advancement, and asset-building
opportunities that help low-income,
low-skilled workers achieve
economic self-sufficiency.
To meet basic family needs, a single parent raising two
children in Boston needs to earn $58,133—nearly 4 times
more than minimum wage.8
One-third of adult workers in Massachusetts lack the skills necessary to compete in
an increasingly high-tech, knowledge-based economy. Nearly 40 percent of all jobs in
Massachusetts require a college degree. Immigrants with limited proficiency in English,
adults without a high school diploma, and low-skilled workers with deficiencies in reading,
writing, and math have few options in today’s labor market.
If their income is disrupted, more than 25 percent of American households do not have
enough savings to meet their basic needs for more than three months.11 The rising costs of
housing, healthcare, and education, coupled with changes in the economy, have left many
hardworking individuals struggling to support their families.
United Way works to ensure that all families have the skills and opportunities they need to
increase income, build assets, and achieve financial stability. Employment, skills training,
career advancement opportunities, and financial education can help overcome the barriers
faced by many Massachusetts residents on the road to a better future.
• Increase the number of individuals gaining
basic skills and occupational skills
• Increase the number of people obtaining
and retaining employment
• Increase the number of people gaining financial
knowledge and achieving economic stability
funding futures
The Funding Futures Initiative is a $1 million collaboration between United Way and Massachusetts
Individual Development Account Solutions (MIDAS). It was created to establish matched savings
accounts, or Individual Development Accounts (IDAs) for more than 200 low-income or at-risk
families in the greater Boston area. Through the program, families open IDA accounts and
learn sound financial education skills. At the completion of the program, they receive a 3:1
match toward a home purchase or a 2:1 match for post-secondary education or business
capitalization. United Way expects the program to yield 75 first-time homeowners,
4,472 gained new employment
9,752 gained occupational
skills, and 3,508 gained
basic skills
593 gained financial
knowledge and/or stability
115 post-secondary education opportunities and 37 new business startups by 2010.
MA Family Economic Self-Sufficiency Standard-Criterion Women’s Union, 2006.
New Skills for a New Economy-MassInc., 2000.
MassFacts: Demographics, Statistics & Research Findings-MassInc., 2007.
Promoting Economic Security for Working Families: State Asset Policy Initiatives- Fannie Mae
Foundation, 2005.
our work
your 2006-2007
investment in action
Over $5 million invested
in sustainable employment
For more information visit:
our work
our W
United Way works to end
family homelessness by
increasing access to quality
financial education, assetbuilding opportunities, and
safe, affordable housing.
Nearly 50 percent of school-age homeless
children suffer from anxiety, depression,
and other clinical problems.12
This year, more than 10,000 Massachusetts families and 20,000
children will experience homelessness. Housing costs in our region
are among the highest in the nation—for every ten low-income families
there are only four affordable units. The effect can be devastating.
Many families are forced to choose between paying bills and
buying groceries.
Homelessness has a profound effect on the health, well-being,
and educational success of children.
• Homeless children experience higher rates of asthma and
require more frequent hospital visits14
• Homeless children are four times more likely to have
developmental delays15
• 41 percent of homeless children will attend two schools
in one year—each change of school can set a child back an
average of four to six months16
Across the region, United Way is facilitating the shift from managing
homelessness to ending homelessness by convening stakeholders,
conducting research, and developing best practices.
• Increase the number of affordable housing units
housing first
United Way’s goal is to end family homelessness in Massachusetts in 10 years. Over the next three
years, United Way will allocate $3 million in capacity-building grants to agencies that adopt the
Housing First philosophy—in which people are placed in stable, permanent housing as soon as
possible—and then provided with home-based case management services. United Way has
already invested more than $780,000 in grants to 14 agencies to help move families
more quickly into permanent housing. United Way has been partnering with government
agencies to ensure that we all share a common vision of working together to end homelessness.
To date, United Way has worked with the Commission to End Homelessness, the Massachusetts
Department of Transitional Assistance, the Legislature, and co-hosted a statewide Housing First
conference with over 450 participants. Together, we can make homelessness a thing of the past.
our work
• Increase the number of people served by financial
skills training
• Increase the number of families who have
retained or obtained affordable housing
your 2006-2007
investment in action
20,047 people retained
or obtained affordable housing
1,173 affordable housing
units produced or preserved
urt et al. Homelessness: Programs and the people they serve: Findings of the National Survey
of Homeless Assistance Providers and Clients, a technical report prepared for the Interagency
Council on Homelessness, 1999.
13 UMASS Boston, McCormack Institute, Situation Critical, Report 2000, Meeting the Housing Needs
of Lower Income Massachusetts Residents, 2000.
14 Weinreb L., Goldberg R., Bassuk E., Perloff J. Determinants of health and service use patterns
in homeless and low income housed children. Pediatrics, 1998.
15 Burt et al. Ibid.
16 Homeless Children: America’s New Outcasts, National Center on Family Homelessness, 1999.
For more information visit:
2,550 people gained
financial and knowledge
$6.2 million invested in
affordable housing programs
our work
success stories
u Closing the
u The Power of
Meet Kim, she was born prematurely and struggled
Meet Christina, as a child she suffered through
with critical developmental delays. Her mother was a
single parent, living in poverty, and trying to overcome
an abusive relationship. All of these factors put Kim at
significant risk for the types of social and emotional
deficiencies that lead to serious behavioral problems.
her parents’ struggles with addiction and their abusive
Fortunately, Kim’s mother enrolled her in an early education and care program at the Elizabeth Peabody House,
a United Way partner agency. This program has provided a
continuity of care for Kim and her mother, allowing her to
learn, grow, and successfully transition into kindergarten.
and she was sent to a rehabilitation program—where
Achievement Gap
This work is about giving
what they need and
deserve, eradicating the
achievement gap for the
next generation.
– Young Minds Matter
Summit Proceedings
United Way’s early childhood support programs have
served over 22,000 at-risk children. With childcare costs
on the rise, and 19,000 children on the Commonwealth’s
wait list for subsidized childcare, significant work
needs to be done to level the playing field and eliminate the achievement gap for the next generation.
The teachers at Peabody House worked closely with
Kim’s mother to design activities that meet Kim’s specific
developmental needs. They advocated for Kim with the
Commonwealth’s Special Education Department, and
she now receives the speech and language services she
needs to succeed. Kim’s mother has benefited from
the program’s parenting classes, and received proper
prenatal care when she became pregnant with her second
child—ensuring he or she gets started on the right track.
With your help, United Way can continue to serve
families like Kim’s and ensure that all children have
access to opportunities that promote educational
success and a lifetime of achievement. By investing in
the latest research and innovative programs that promote healthy childhood development, we are making
Massachusetts the best place for children in the country.
relationship. She lacked guidance, became depressed and
suicidal, and spent years in and out of foster homes. When
Christina was 17, she dropped out of school and began
abusing drugs. “Things were out of control,” she explains,
she discovered she was pregnant.
Christina knew she needed to make significant life
changes, but lacking guidance and support, wasn’t sure
where to start. Christina’s addiction counselor put her
in touch with a staff member at Roca, Inc.’s Healthy
Families Program, a United Way partner agency. This
staff member became a friend and mentor, and their
positive relationship helped Christina turn her life around.
United Way supports programs that provide girls
like Christina with consistent, long-term, nurturing
relationships, and works to provide youth with the tools
and resources they need to succeed in school and in
life. Christina’s relationship with her mentor helped
her resist self-destructive behavior, adopt healthy
lifestyle habits, and discover her leadership abilities.
Today, Christina is making the right choices. She’s
drug-free, studying for her GED, and training to become a
mentor to girls facing similar struggles. “I want to help teens
who are experiencing the same problems,” she explains.
With your generous support, United Way can continue
to make a difference and improve the quality of life for
young people like Christina. Together, we can ensure
Without programs
like this, I would have had
no one to turn to.
– Christina
that all young people have the tools and resources
they need to succeed in school and beyond.
success stories
success stories
success stories
u Obtaining Affordable
u The Power of
Meet Carola, a single mother raising a four-
Meet Marisol, long before her eighteenth
and two-year-old. For years, she and her children
birthday she lived through the death of her parents,
endured the emotional abuse of her husband. When
an unaccompanied journey from Nigeria to the United
the marriage finally ended and her husband moved
States, and several years in and out of foster homes.
out, Carola’s salary wasn’t enough to pay the rent.
Along the way, she became homeless and gave birth
She and her kids became part of Massachusetts’
to a child. Marisol knew she couldn’t raise her son
growing population of 10,000 homeless families.
Carola and her children were referred to Travelers Aid
on the streets, so she moved into a shelter run by
Project Hope, a United Way partner agency.
Family Services, a United Way partner agency that works
With help from services provided at the shelter, Marisol
under the Housing First philosophy. The agency quickly
began to turn her life around. She enrolled in the shelter’s
placed her family in an apartment to minimize further
adult education program, where she had access to basic
disruption, and Carola enrolled in a job training program.
literacy courses, career advice, and leadership training.
She enrolled her son in shelter-run childcare, where staff
United Way’s Housing First Initiative helps people
nurtured his social and emotional needs while Marisol
experiencing homelessness move into housing as
developed the skills she needed to care for her family.
quickly as possible, and then provides home-based
support services to help them stabilize their lives and
United Way supports programs that provide low-income
become more self-sufficient. After completing job
and low-skilled workers like Marisol with the education
training, Carola was offered a job at a local hospital
and career advancement opportunities they need to achieve
where she has since been promoted several times.
self-sufficiency. Social, educational, and economic barriers
can make attaining sustainable employment a challenging
Today, Carola and her children are thriving. She continues
goal. United Way partners with community agencies to
to work at the hospital, and is writing a book about over-
provide integrated and comprehensive services that help
coming domestic abuse. Her children are succeeding in
meet that challenge.
school and participating in healthy afterschool activities.
Through the difficult times, Carola was able to keep her
Thanks to her hard work, and help from a volunteer
family healthy and intact, and to use Travelers Aid Services
tutor at the center, Marisol was able to advance her
as a springboard to a better future.
reading skills from a sixth-grade to a tenth-grade level.
I feel good about the fact that
I have a job where I can
advance. I am setting a good
example for my kids.
– Technology Training Graduate
She continues to study, and is enrolled in a technology
Housing First is a vital
solution. The premise is simple:
put people into housing.
– Boston Globe Editorial
success stories
United Way is working to enhance the ability of our
training program. She hopes to become a computer
partner agencies to move families more quickly into per-
technician, and to build a better future for her son.
manent housing or to prevent homelessness altogether.
With your help, we can continue to provide the tools
With your support, we can continue to help families like
that people like Marisol need to achieve their dreams.
Carola’s, and together we can end family homelessness.
success stories
community power
United Way brings people together—through partnerships, donor
and volunteer opportunities and community engagements—to affect change and
measurably improve the quality of life where we live, work and raise our children.
Together we are making real progress towards ensuring that children and youth
are healthy, nurtured and ready to succeed in school and life; individuals earn
self-sustaining wages; and all families have a place to call home.
community power
Each year, United Way unites people through an impressive series of events that support
our vision to ensure our region’s children and families have access to opportunities,
options and hope for the future. From our “Living the Dream” series to our Hotel Tag Sale,
Leadership and Alexis de Tocqueville Society receptions, these events inspire dedication
and support for our programs and initiatives, foster a sense of community and further our
combined efforts to improve our region.
community power
Left to right: Blenda Wilson, Ian Bowles, Beverly Edgehill, Eric Schwartz, Barry Bluestone, Jim Braude,
Ellen Zane, Rey Ramsey, Milton Little and Howard Freedman, Inaugural Panelists.
Living the Dream Series
Left to right: Mayor Ken Reeves; Dr. Susan Hockfield, Keynote Speaker;
Jeffrey Elton; Wendy Everett, Sc.D., Chair; and Milton Little.
Dream in Science
In a 2006 United Way poll, 76 percent
of respondents said the American Dream is
harder to achieve today than it was ten years ago.
While the Dream was certainly alive for previous
generations, it may be in jeopardy for today’s
families, 22.8 percent of whom live below the
federal poverty line.
keynote speaker: Eric Schwartz
To help ensure that the American Dream remains
a reality, United Way convened “Living
keynote speaker: Rey Ramsey
the Dream,” a series of eight
action-oriented panel discussions.
With generous support from Bank of America
and Northeastern University, experts from across
a broad spectrum were invited to participate in
thought-provoking discussions. The inaugural
panel examined issues that impact the ability
of low- to moderate-income individuals
and families to attain the American Dream.
Subsequent discussions led by thought leaders
focused on diversity, technology, housing,
education, health care, employment and justice.
President and CEO of Citizen Schools
community power
MIT President Susan Hockfield,
Wendy Everett, Sc.D.
Cambridge Mayor Kenneth Reeves and top
executives at Novartis Institutes for BioMedical
Research, New England Healthcare Institute,
and numerous biotechnology companies joined
United Way to celebrate a partnership that
is bringing hands-on learning in the sciences
to young people. To date, the life sciences
Dr. Frank Douglas Ph.D., M.D.
date: October 25, 2006
Access to Technology
Founder and Chief Executive Officer, One Economy
date: December 5, 2006
date: January 24, 2007
date: March, 13, 2007
Health Care
September 15, 2006
New England Healthcare Institute
keynote speaker:
Dr. Susan Hockfield
Massachusetts Institute
of Technology
Novartis Institutes
for BioMedical Research
and supporting industries have raised
more than $1.25 million for United
Way’s Math, Science & Technology
initiative (MSTi), a partnership to foster
a lifelong curiosity in the sciences and prepare
young people for rewarding careers in math,
science and technology-related fields.
date: May 1, 2007
date: May 23, 2007
date: June 12, 2007
Left to right: Dr. Susan Hockfield, Keynote Speaker;
Milton Little; and kids from the East End House.
address the key issues identified
and provide a framework for action
to help ensure that all children
and families in our region have
access to opportunity.
date: June 5, 2006
Early next year, United Way and its partners will
issue a community-wide blueprint to
u For more information visit:
The State Room
Pictured above: Rey Ramsey, Keynote Speaker.
community power
Jerry Remy, Keynote Speaker.
Left to right: Michael Choe, Chair; Milton Little; Andrew Balson and Seth Lawry, Chairs;
Arthur Collins; Mike Dee, Keynote Speaker; and Robert Nicholson, Chair.
Executive Leadership Breakfast
Sheraton Boston Hotel
September 19, 2006
Private Equity/Venture Capital Breakfast
The Colonnade Boston
September 22, 2006
Over 300 CEOs and business leaders
chairs and underwriters:
Members of the private equity and venture capital
showed their support for United Way at this
twelfth annual event. Jerry Remy, former Red Sox
second baseman and color analyst for NESN,
shared his first-hand observations of United
Way’s impact on the lives of children and families
in our communities. Attendees were introduced
to Out of Harm’s Way, a new United Way initiative
that has made real progress toward helping
at-risk youth by promoting safer environments
in which to learn and succeed. Through the
dedication and commitment of the business
community, United Way will expand this program
to other schools and continue to provide
innovative solutions to help youth reach
Joseph P. Holland
Andrew Balson
community joined forces to address the issue of youth
violence in our communities. Arthur Collins, manager
for Dearborn Middle School’s Out of Harm’s Way
program, spoke about how this new United Way
initiative is already working to stem youth violence
among middle school students. The initiative
has allowed the school to hire new staff and teach
them strategies for identifying children who are
“at-risk” and addressing barriers to safe learning.
Thanks to the generous support of the business
community, the program is reaching greater
numbers of at-risk youth and helping to provide
Eastern Bank
keynote speaker:
Jerry Remy
Color Commentator, NESN
Former Player, Boston Red Sox
Eastern Bank
Bain Capital
Michael Choe
Charlesbank Capital Partners
Seth Lawry
Thomas H. Lee Partners
Robert Nicholson
Robert Small
Berkshire Partners
keynote speaker:
Mike Dee
their fullest potential in school
and in life.
healthy alternatives to destructive or
violent behavior.
Chief Operating Officer
Boston Red Sox
Left to right: Kevin Callaghan and Milton Little.
Left to right: Bill Fine, Bink Garrison and Carol Fulp.
community power
Pictured above: Joseph Holland, Chair.
community power
Left to right: Jeffrey Alpaugh and Edward Lopes, Co-Chairs; Dan Shaughnessy,
Keynote Speaker; Hope Aldrich and Tom Schmitt Co-Chairs; and Milton Little.
Left to right: Bill Bacic; Karen Kruck, Chair; Liz Walker; Susan Esper, Chair;
Robin Chase, Keynote; and Milton Little.
Insurance Leadership Breakfast
Sheraton Boston Hotel
September 27, 2006
Both new and long-term supporters from
the insurance industry took part in the ninth
annual Insurance Leadership Breakfast. Guest
speakers shared their first-hand experiences of
mentorship and the importance of providing
Hope A. Aldrich
teens with stable environments
and caring adult role models. United
Way supports programs and activities for youth
to develop nurturing relationships and the skills
they need to successfully navigate the challenges
of growing up and reaching their full potential.
Industry leaders demonstrated their dedication
to ensuring that everyone—especially youth—has
access to the social and economic opportunities
that help them to thrive and succeed.
Left to right: Lynne Sinnott McCauley
and Jeff Alpaugh, Chair.
Women’s Leadership Events
Eastern Insurance
Jeffrey S. Alpaugh
Thomas N. Schmitt
One Beacon
Edward J. Lopes
keynote speaker:
Dan Shaughnessy
The Boston Globe
Women’s Leadership Breakfast
location: Seaport Hotel
date: October 5, 2006
chairs: Susan M. Esper, Deloitte
Karen E. Kruck, State Street Global Advisors
keynote speaker: Robin Chase
Founder and Chief Executive Officer, ZipCar
underwriter: Deloitte
Women’s Leadership Luncheon
location: The Westin Waltham
date: October 31, 2006
chairs: Carmen M. Fields, KeySpan
Addie Swartz,
B*tween Productions, Beacon Street Girls
keynote speaker: Anita Hill
Professor of Law, Social Policy and
Women’s Studies, Brandeis University
Eastern Insurance
OneBeacon Insurance
Women’s Alexis de Tocqueville
Society Lunch
RBC Dain Rauscher
location: Home of Ambassador
Swanee G. Hunt
date: September 26, 2006
keynote speaker: Milton J. Little, Jr.
Immediate Past President and Chief Executive Officer
United Way of Massachusetts Bay and Merrimack Valley
Bithiah L. Carter
Women’s Leadership Breakfast
Over 700 women leaders came together to
support Today Girl’s…Tomorrow’s Leaders (TGTL) to
raise awareness about issues impacting girls and
to increase the number of mentoring relationships
between women and girls. More than $1 million was
raised for TGTL, which has touched the lives of over
200,000 girls, helping to empower these promising
new leaders so they can flourish and succeed.
Women’s Leadership Luncheon
The luncheon attracted over 500 women who are
working together to expand awareness of and
support for TGTL and Out of Harm’s Way. United Way
has invested over $8 million in TGTL initiatives to
help girls, ages 7-18, develop the skills, self-esteem
and courage they need to overcome challenges and
succeed. Out of Harm’s Way works to increase the
capacity of teachers and after-school staff to work
with at-risk youth, build community partnerships
and increase opportunities for youth to participate
in structured out-of-school time activities.
Women’s Alexis de Tocqueville Society Luncheon
Leading donors attended The Alexis de Tocqueville
Society Women’s Luncheon, hosted by Ambassador
Swanee Hunt. Guests discussed the current state of
young women in our region and learned more about
TGTL initiatives and efforts to build a community of
empowered girls and women.
Director, Community Impact
United Way of Massachusetts Bay and Merrimack Valley
community power
community power
Left to right: Artrell Hawkins, New England Patriots’ Player; Milton Little; and Ben Watson, New England Patriots’ Player.
Left to right: Dave Schaus, Chair and Ron Logue.
Investment Leadership Breakfast
Hometown Huddle
Boys & Girls Clubs of Boston’s Yawkey Club of Roxbury |
October 31, 2006
The Westin Copley Place |
Ben Watson and Artrell Hawkins joined
At the Twelfth Annual Investment
New England Patriots Hall-of-Famer Andre Tippett
for United Way’s seventh annual Hometown
Huddle, a league-wide day of service that provides
NFL players and coaches with an opportunity to
partake in community service activities. Patriots
players coached youth on football training basics
and talked about the power of mentorship
Philippe Bibi
Leadership Breakfast, business leaders
learned more about how United Way
maximizes the power of their contributions
by investing in programs with proven
strategies that obtain measurable results
and yield significant returns. By partnering
with community-based agencies, United
Way provides access to asset-building
and the importance of having role
models. United Way provides opportunities for
youth to develop supportive adult relationships,
which research has shown increases self-esteem,
and reduces school absenteeism and drop-out
rates. The NFL and United Way partnership is the
most visible and longest running charitable
collaboration of its kind. The Hometown Huddle
partnership between the New England Patriots and
United Way of Massachusetts Bay began in 1999.
Pictured above: Ben Watson with kids from the Boys & Girls
Clubs of Boston’s Yawkey Club of Roxbury.
Putnam Investments
William W. Hunt
State Street Global Advisors
David J. Schaus
Left to right: Artrell Hawkins
RBC Dain Rauscher
keynote speaker:
Sharon Farmer
Director, White House Photographer
During Clinton/Gore Administration
community power
programs that produce long-term
solutions to economic instability.
United Way has helped thousands of families
obtain employment and acquire the skills
and assets they need to achieve economic
Left to right: Ben Watson
LPL Financial Services
Investments, LLC
Left to right: Milton Little, Artrell Hawkins, Rena Clark
and Andrea Swain.
Pictured above: Sharon Farmer, Keynote Speaker.
October 17, 2006
Left to right: John Manley, Ted Ladd and Faith Peters.
community power
Left to right: Michael Patrick MacDonald, Keynote Speaker; Regina Pisa, Co-Chair; Milton Little; William Lee, Co- Chair.
Lawyers’ Leadership Breakfast
The Colonnade Boston |
October 26, 2006
Left to right: Commissioner David Driscoll, Representative Patricia Haddad, Panelist;
Dr. Jane Knitzer, Keynote; Valora Washington, Ph.D., Event Emcee.
Young Minds Matter Summit
The Omni Parker House Hotel |
November 1, 2006
At the Third Annual Lawyers’ Leadership
Commissioners from the departments of
Breakfast, leaders from the legal community came
together to support United Way’s innovative youth
programs and initiatives. Author Michael Patrick
MacDonald reflected upon his experiences growing
up in a working poor family in South Boston’s Old
Colony development and the many challenges that
youth can face. Participants learned about United
Way initiatives—such as Out of Harm’s Way which
focuses on violence prevention to ensure youth
Sandra L. Jesse
Dr. Jane Knitzer
Education, Mental Health and Early Education
and Care joined national experts, policymakers,
pediatricians, mental health professionals, and early
care and education providers at Young Minds Matter,
a summit to address the social and emotional
wellbeing of children, birth to age five. Hosted by
United Way and the Schott Foundation, the summit’s
focus was to promote better screening processes
for young children’s mental health issues, enhance
professional training in early childhood development
and identify more creative strategies to fund services
not covered by insurance.
have positive options for the future
so that they can succeed in school
and in life.
Blue Cross Blue Shield
of Massachusetts, Inc.
William F. Lee
Wilmer Cutler Pickering
Hale and Dorr LLP
Regina M. Pisa
Goodwin Procter LLP
keynote speaker:
Michael Patrick
Author of All Souls
and Easter Rising
CB Richard Ellis/
New England
Citizens Bank
of Massachusetts
Left to right: Jonathan Chiel, Committee Member;
and Milton Little.
National Center for Children in Poverty
Valora Washington Ph.D.
Schott Fellowship in Early Care
and Education
Commissioner Ann Reale
Department of Early Education
and Care
Commissioner David Driscoll
Department of Education
Commissioner Elizabeth Childs
Department of Mental Health
Associate Commissioner
Sally Fogerty
Department of Public Health
Neal Michaels
Left to right: Commissioner Eric Childs, panelist;
Ann Reale, panelist; John Wagner and
Valora Washington, Ph.D., Event Emcee.
Director, Early Intervention
Department of Social Services
event co-sponsors:
The Schott Fellowship in Early Care and Education, Together for Kids Coalition
Massachusetts Head Start State Collaboration Office, Massachusetts Department
of Early Education and Care and Massachusetts Early Childhood Comprehensive Systems
community power
community power
Left to right: Jen Berylson, Chuck Gordon, Emily Leventhal, Kate Lubin, Sara Fleiss and Lauren Myers.
Left to right: Michael Flaherty, Boston City Councilor, Robert Beal, Rodger “Rod” Nordblom, Leventhal/Sidman Award recipient; and Paula Sidman.
Real Estate and Building Industry
Leadership Breakfast
Boston Marriott Copley Place
Real Estate and Building Industry leaders
November 3, 2006
Emerging Leaders
Private Residence at the Ritz Carlton
November 15, 2006
United Way brought together emerging
Polly Bryson
Abner Kurtin
young leaders at the Ritz Carlton in Boston
to celebrate their commitment to improving
the quality of life in our region and learn more
about the impact of United Way’s work in our
communities. The event underscored the
importance of cultivating new leaders
Mahmood Malihi
Janis Kearney, author and personal diarist to
President Clinton, shared her inspiring story about
how she achieved the American Dream and Rodger
“Rod” Nordblom, of Nordblom Company, received
the Leventhal/Sidman Achievement Award for his
outstanding service to the community.
learned more about United Way youth programs
that foster learning, development and self-confidence
Terra Nova Partners, LLC
including Today’s Girls…Tomorrow’s Leaders, Out
of Harm’s Way, and Math, Science and Technology
initiative (MSTi)—that provide mentoring and Leggat McCall Properties
skill-building opportunities to help
youth succeed in school and life.
Barbara Smith-Bacon
who will be entrusted with
ensuring our region is the best
place for children and families
for future generations to come.
Berkley Investments, Inc.
David Fitzgerald
CB Richard Ellis/New England
Jim Rappaport
Left to right: Milton Little, Abner Kurtin,
Stacey Lucchino and Michael Flaherty.
The New Boston Fund
Glenn Verrette
Equity Office Properties
keynote speaker:
Janis F. Kearney
Left to right: Kevin Phelan and John Fish.
Author, Lecturer, Activist
and Personal Diarist to
President Clinton
Left to right: Carrie Leto, Joe Leto, Lauren Phelan
Left to right: Raleigh Shoemaker, Dan Osnoss
and Elliot Gould.
Capital Properties
Left to right: Barbara Smith-Bacon, Mahmood Malihi
and Polly Bryson, Co-Chairs; Milton Little; Janis F. Kearney,
Keynote Speaker; and Jim Rappaport, Co-Chair.
community power
community power
Left to right: Steve Powell, Kathy Rohan MacVarish and Milton Little.
Left to right: Alberto Vasallo, Jr., M.L. Carr, Moderator; Milton Little, Jackie Jenkins Scott, Charles Titus, William Pollack, Ph.D., Keynote Speaker;
Marilyn Anderson Chase and Randal Rucker.
The Heart of the Matter Conference
University of Massachusetts, Boston
More than 300 representatives of
moderator for panel:
youth-serving organizations convened with
experts to identify mentoring and
M. L. Carr
engagement strategies that meet
the unique needs of boys and
young men through each stage of
their development. United Way hosted this
event in response to 2006 data that showed
Massachusetts boys falling behind girls
in academic achievement and retention,
as well as growing concern over the lack
of gender-specific programming targeting
their social and emotional well-being.
January 18, 2007
Annual Campaign Celebration
The Federal Reserve |
April 30, 2007
The power to solve critical issues—
including youth violence, family homelessness,
financial instability and school readiness—took
center stage at this evening of celebration honoring
Former Celtics Player, Head Coach
and General Manager
leading corporate and community
partners whose collective efforts
raise the quality of life for our
region’s children and families.
keynote speaker:
William Pollack, Ph.D.
Author of Real Boys: Rescuing Our Sons
from the Myths of Boyhood
Left to right: Michelle DeLorenzo, Linda Litsch,
Lou Moccia and Christina Harakai.
Blue Cross Blue Shield of Massachusetts, Inc., State
Street Corporation, Massachusetts Department of
Early Education and Care Commissioner Ann Reale,
and Black Ministerial Alliance Executive Director
Harold Sparrow were among those honored for
their outstanding commitment and dedication.
Left to right: Wally DeGuglielmo, Erin Cathron,
Rebecca Blair and Brian Kozik.
William Pollack, Ph.D., Keynote Speaker and author of
Real Boys: Rescuing Our Sons from the Myths of Boyhood.
community power
Daren Graves, Simmons College, Workshop Panelist.
community power
Left to right: Richard and Maxine Charlton, Co-Chairs; and Milton Little.
Left to right: (Top) Stephen M. Weiner, James Roosevelt, Jr., Edward M. Benz, Jr., MD, Phyllis Yale, Co-Chairs. (Bottom) Debra Ann Geihsler,
Andrew Dreyfus, Co-Chairs; Jonathan Kraft, Milton Little; Peter L. Slavin, MD and Roberta Herman, MD, Co-Chairs.
Healthcare Leadership Breakfast
The Colonnade Boston |
Leaders from the healthcare community
raised more than $250,000 at this inaugural
event to support United Way’s commitment to
improving the health of children and families,
essential factors in improving overall quality of
life. United Way’s “United in the Continuum of
Care” theme unites healthcare, social service
and human service agencies to provide quality
and continuity in care to help ensure the
June 4, 2007
Stephen M. Weiner
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
James Roosevelt, Jr.
Tufts Health Plan
Edward M. Benz, Jr., MD
Dana-Farber Cancer Institute
Phyllis Yale
Bain and Company
physical, mental and emotional
Debra Ann Geihsler
well-being of individuals throughout Atrius Health and Harvard Vanguard Medical Associates
their lives.
Andrew Dreyfus
Inaugural United Way Golf Classic
Oyster Harbors Golf Club |
Richard and Maxine
premier sponsor:
Mellon Asset
June 11, 2007
Current and new donors came together to
partake in this premier golf tournament, hosted by
Maxine and Richard Charlton at the Oyster Harbors
Club in Osterville. Golfers enjoyed a great day on
the green and learned about the many ways they
can support United Way in its efforts
to create lasting change in the
community. After the green, participants
enjoyed a silent auction, the proceeds of which
went to support United Way investments.
Healthcare Services
Blue Cross Blue Shield of Massachusetts, Inc.
keynote speaker:
Jonathan Kraft
Peter L. Slavin, MD
Massachusetts General Hospital
Vice Chairman and President, New England Patriots Football Club
President and Chief Executive Officer,
The Kraft Group
Roberta Herman, MD
James Mandell, MD
Citizens Bank
of Massachusetts
Ellen M. Zane
community power
Health Services, Harvard Pilgrim Health Care
Gary Gottlieb, MD, MBA
Brigham and Women’s Hospital
Left to right: Meredith Meeks, Emily Woods, Joe Rosen
and Jon Meterparel.
Children’s Hospital Boston
Tufts-New England Medical Center
community power
Left to right: Mark Anderson, Chair; and Milton Little.
Joe Bergantino, Event Emcee and Alexis de Tocqueville Society Vice Chair.
Alexis de Tocqueville Society Reception
The Institute of Contemporary Art |
June 13, 2007
Hotel Tag Sale
City Hall Plaza |
June 13, 2007
United Way honored members of the Alexis
Through the generosity of the hospitality
de Tocqueville Society at its annual reception.
The Tocqueville Society is a special group of
the region’s most influential and altruistic
community leaders who have set the
Robert Beal
Mark Anderson
Sandy Edgerley
Paul Tormey
industry, United Way sponsored a giant “tag sale”
which took place on Boston’s City Hall plaza. This
sixth annual event featured a wide array of items for
sale, with proceeds benefiting children
standard in engaged philanthropy.
Their generous support has enabled United Way
to make significant investments in
high-impact programs reaching
thousands of children and families.
Guests viewed paintings created by Raw Art
Works students whose works interpret the
meaning of “quality of life.” Robert Beal—and
his dog, Mountie Too—received the Alexis de
Tocqueville Society Award for serving as a leader
and champion on behalf of United Way and
inspiring others to support our work as
Tocqueville Society members.
The Beal Companies
Community Philanthropist
Sheraton Hotel Boston
Fairmont Copley Plaza Hotel
Myra Kraft
Left to right: Myra Kraft, Alexis de Tocqueville Society Co-Chair;
Robert Beal, Alexis de Tocqueville Society Co-Chair and Alexis
de Tocqueville Society Award Recipient.
community power
and families served by United Way.
Everything—from furniture, china and fine art to
kitchenware, linens and terrycloth hotel robes—was
up for grabs, making for a fun and memorable day
for United Way staff, hotel staff and shoppers alike!
United Way partner agencies were the beneficiaries
of any unsold items, and M.L. MacDonald Moving
Company generously donated their services for the day.
Community Philanthropist
Robert Mahoney
Citizens Financial Group
Langham Hotel Staff.
Tag sale shoppers.
Left to right: Sandy Edgerley, Alexis de Tocqueville Society
Co-Chair; Pam and Rich Remis, Alexis de Tocqueville
Society Cabinet Member.
community power
partner agencies
United Way is committed to bringing people together to address
pressing social issues head-on and deliver high-impact results that improve our quality
of life. We convene the “best and the brightest” in our communities—259 partner
agencies who are on the front lines of social change and whose research-based
methods and strategies are making real progress.
As a social catalyst and changemaker, United Way promotes collaboration among
partner agencies to foster best practices, information sharing and new ideas. We
examine the root causes of economic, social and educational inequity and, together,
devise new strategies to provide children and families with the resources and tools
they need to succeed in life.
partner agencies
United Way helps its partner agencies to build capacity and enhance effectiveness
by providing funding, innovative planning and cost-saving resources, access to
important research, technical support and financial management consulting.
Working together, our partner agencies are a powerful force for social change
with far greater impact and reach than could be achieved individually.
Through our unified vision, combined talents and strengths, we rally the communities
in our footprint to ensure that children and youth are nurtured and have positive
options for the future and that families have access to affordable housing and
economic opportunity.
partner agencies
Partner Agencies
Healthy Child Development
Preparing children for
kindergarten and a lifetime
of achievement
Associated Early Care & Education
Cambridge Family & Children’s Service
Catholic Charities of Greater Boston
Child Care Resource Center
Cerebral Palsy Association
of Eastern Massachusetts
Children’s Friend and Family Services
Children’s Services of Roxbury
Colonel Daniel Marr Boys & Girls Club
Combined Jewish Philanthropies
Crispus Attucks Children’s Center Inc.
East Boston Social Centers
East End House
Elizabeth Peabody House
Ellis Memorial & Eldredge House
Family & Children’s Service
of Greater Lynn
Family Service of Greater Boston
Federated Dorchester
Neighborhood Houses
Greater Lynn YMCA
Gregg House
Hattie B. Cooper Community Center
Home for Little Wanderers
Inquilinos Boricuas en Acción (IBA)
La Alianza Hispana
Massachusetts Society for the
Prevention of Cruelty to Children
Newton Community Service Centers
Project Hope
Salvation Army
Somerville YMCA
South Boston Neighborhood House
South Shore Day Care Services
The Guidance Center, Inc.
United South End Settlements
Vietnamese American Initiative
for Development (Viet–AID)
Woburn Council
of Social Concern
YMCA of Greater Boston
YMCA of the North Shore
(Salem YMCA)
partner agencies
Increasing Youth
Improving academic opportunities
and career options for youth
Adelante Youth Center
Arlington Boys & Girls Club
Arlington Community Trabajando
Asian Center Merrimack Valley, Inc.
Big Brothers Big Sisters
of Massachusetts Bay
Big Brothers/Big Sisters
of Greater Lowell
Big Sister Association
of Greater Boston
Bird Street Community Center
Boston Asian: Youth Essential Service
Boston Minuteman Council,
Boy Scouts of America
Boys & Girls Club of Greater Billerica
Boys & Girls Club
of Greater Lowell
Boys & Girls Club
of Lower Merrimack Valley
Boys & Girls Club of Lynn
Boys & Girls Club of Woburn
Boys & Girls Clubs of Boston
Boys & Girls Clubs
of Middlesex County, Inc.
Boys Club of Haverhill
Bridge Over Troubled Waters, Inc.
Cambodian Mutual Assistance
Association of Greater Lowell
Cambridge Community Center
Cambridge Community Services
Cambridge Family & Children’s Service
Camp Fire USA–Eastern
Massachusetts Council
Camp Fire USA North Shore Council
Catholic Charities of Greater Boston
Centro Latino de Chelsea
Centro Presente
Child Care Resource Center
Children’s Friend and Family Services
Children’s Law Center
of Massachusetts
Children’s Services of Roxbury
Codman Square Neighborhood
Development Corporation
Colonel Daniel Marr Boys & Girls Club
Combined Jewish Philanthropies
Community Art Center
Dorchester Bay Economic
Development Corporation
Dorchester Youth Collaborative (DYC)
East Boston Ecumenical
Community Council (EBECC)
East Boston Social Centers
East End House
Elizabeth Peabody House
Ellis Memorial & Eldredge House
Family & Children’s Service
of Greater Lynn
Family Service of Greater Boston
Family Service, Inc.
Federated Dorchester
Neighborhood Houses
Girl Scouts of Spar & Spindle Council
Girls Incorporated of Haverhill
Girls Incorporated of Greater Lowell
Girls Incorporated of Lynn
Greater Lawrence
Community Boating Program
Greater Lynn YMCA
Gregg House
Hattie B. Cooper Community Center
Haverhill Public Schools Learning
For Life Program
Hispanic Office of Planning
& Evaluation (HOPE)
Home for Little Wanderers
Hyde Square Task Force
Inquilinos Boricuas en Acción (IBA)
Jeanne Geiger Crisis Center, Inc. f/k/a
Women’s Crisis Center
La Alianza Hispana
Lawrence Boys & Girls Club
Lowell Citizen Schools
Malden YMCA
Malden YWCA–Center
for Women & Families
Massachusetts Advocates for Children
Massachusetts Alliance
on Teen Pregnancy
Massachusetts Society
for the Prevention of Cruelty
to Children (MSPCC)
Mental Health Association
of Greater Lowell
Newton Community Service Centers
Northeast Family YMCA
Northeast Independent Living Program
Notre Dame High School
Partners for Youth with Disabilities
Patriots’ Trail Girl Scout Council
Rape Crisis Services of Greater Lowell
Roxbury Multi–Service Center, Inc.
Roxbury Youthworks
Salvation Army
Samaritans of Boston
Sociedad Latina
Somerville YMCA
South Boston Neighborhood House
South Shore Day Care Services
South Shore YMCA
St. Ann’s Home, Inc.
The Brookline Center
The Guidance Center, Inc.
The James Place Child Care
The Medical Foundation
Transition House
United South End Settlements
Waltham Boys & Girls Club
Wilmington Family Counseling Service
YMCA of Greater Boston
YMCA of the North Shore
(Salem YMCA)
YWCA Boston
YWCA of Greater Lawrence
YWCA of Haverhill
YWCA of Lowell
Sustainable Employment
Affordable Housing
American Red Cross
of Massachusetts Bay
Asian American Civic Association
Boston Center for Independent Living
Boys & Girls Club of Greater Billerica
Cambodian Mutual Assistance
Association of Greater Lowell
Cambridge College–
Lawrence Regional Center
Career Resources
Catholic Charities of Greater Boston
Centro Latino de Chelsea
Centro Presente
Charles River Public Internet Center
Combined Jewish Philanthropies
Community Work Services
Crittenton Women’s Union
Dorchester Bay Economic
Development Corporation
East Boston Ecumenical
Community Council (EBECC)
Emmaus Inc.
Federated Dorchester
Neighborhood Houses
Greater Boston Legal Services
Greater Lowell Family YMCA
Haverhill Partners for Literacy/
Community Action
International Institute of Boston
Jamaica Plain Neighborhood
Development Corporation
JFY Networks
Lawrence Boys & Girls Club
Lena Park Community
Development Corporation
LifeLinks, Inc.
Massachusetts Alliance of
Portuguese Speakers, MAPS
Massachusetts Immigrant & Refugee
Advocacy Coalition (MIRA)
Merrimack Valley YMCA
Mujeres Unidas en Accion
Notre Dame Education Center
Operation A.B.L.E.
of Greater Boston, Inc.
Project Hope
Quincy Community Action
Program, Inc. (QCAP)
Salem Harbor Community
Development Corporation
Employment Service, Inc.
Urban League of
Eastern Massachusetts
X–Cel, Inc
Year Up
YMCA of Greater Boston
YWCA Newburyport
YWCA of Greater Lawrence
Allston Brighton Community
Development Corporation
Asian Task Force Against
Domestic Violence
Boston Center for Independent Living
Casa Myrna Vazquez
Children’s Services of Roxbury
Chinese Progressive Association
Citizens’ Housing & Planning
Association (CHAPA)
City Life/Vida Urbana
Codman Square Neighborhood
Development Corporation
Community Legal Services
and Counseling Center
Crittenton Women’s Union
Disability Law Center
Dorchester Bay Economic
Development Corporation
Ensuring Stability through
Action in our Community
Father Bills Place
Greater Boston Legal Services
Homes for Families
Housing Families Inc.
Jamaica Plain Neighborhood
Development Corporation
Madison Park Development
Massachusetts Association
For Mental Health
Massachusetts Coalition
for the Homeless
Neighborhood Housing Services
of the South Shore
Neighborhood of Affordable
Housing (NOAH)
Nuestra Comunidad
Development Corporation
Project Hope
Quincy Community Action
Program, Inc. (QCAP)
Salem Harbor Community
Development Corporation
Shelter, Inc.
Somerville Homeless Coalition, Inc.
Transition House
Travelers Aid Family Services
Urban Edge
Victory Programs
Vietnamese American Initiative
for Development (Viet–AID)
Helping adults develop the skills
to find family sustaining wages
that provide for their families
Increasing family economic
independence and access
to safe, affordable housing
Basic Needs
Providing food, clothing, shelter,
and safety for all people
American Red Cross
of Massachusetts Bay
American Red Cross
of Merrimack Valley
American Red Cross
of Northeast Massachusetts
ARC of Northern Essex County Inc.
Catholic Charities
of Greater Boston
Greater Boston Legal Services
Home Health VNA, Inc.
Lowell Association for the Blind
Lowell Citizen Schools
Merrimack Valley Catholic Charities
Salvation Army
Somebody Cares New England
Visiting Nurse Association
of Greater Lowell
Other Agencies
Community agencies receiving
donor designations only
Agassiz Village
AIDS Action Committee
All Care VNA of Greater Lynn
American Cancer Society,
New England Division
Arthritis Foundation,
Massachusetts Chapter
Bay State Community Services
Boston Area Rape Crisis Center
CAB Health & Recovery Services
Cambridge Camping Association
Cambridge Family YMCA
Caritas Home Care
Center House, Inc.
Cerebral Palsy of Massachusetts
Charles River Association
for Retarded Citizens
City Year–Boston
Committee for Boston
Public Housing
Comprehensive School–Age Parenting
Program (CSAPP)
Concord–Assabet Family
& Adolescent Services
D.E.A.F., Inc.
Dare Family Services
DOVE (Domestic Violence Ended)
Elizabeth Stone House
Fenway Community
Development Corporation
Fidelity House
Girl Scout Council of
Southeastern Massachusetts
Greater Boston Diabetes Society
Greater Boston Food Bank
Greater Lynn Mental Health
& Retardation Association
Greater Medford Visiting
Nurse Association
Hale Reservation
Hallmark Health Visiting
partner agencies
Partner Agencies (continued)
Nurse Association
Help for Abused Women
& Their Children (HAWC)
Homeowners Rehab
Jewish Community Center
of the North Shore
Jewish Family Service
of the North Shore
John F. Kennedy Family
Service Center
John M. Barry Boys
& Girls Club of Newton
Mass Mentoring Partnership
Massachusetts Association
for the Blind Community Services
Melrose Family YMCA
MetroWest YMCA
Minute Man Arc for Human Services
Natick Visiting Nurse Association
New England Shelter
for Homeless Veterans
North Metropolitian Homemaker–Health
Aide Service
North Shore ARC
North Suffolk Mental
Health Association
Parents Helping Parents
Pine Street Inn
Salesian Boys & Girls Club
South Shore ARC
SPAN, Inc.
Special Fund for Emergency
Financial Assistance
The Jimmy Fund of Dana–Farber Cancer
Institute/United Way
of Massachusetts Bay
Collaboration Fund
Thom Child & Family Services
Triangle, Inc.
Tri-Town Council on Youth
& Family Services
Visiting Nurse
and Community Health
Visiting Nurse Association of Boston
Visiting Nurse Association
of Eastern Massachusetts
Visiting Nurse Association
of Middlesex East
VNA Care Network
Walpole Area Visiting
Nurse Association
Watertown Boys & Girls Club
West Suburban YMCA
YWCA Cambridge
United Way of Massachusetts Bay, Inc. Statement of Financial Position
All results reported in this book are as of June 30, 2006 (With Comparative Totals for 2005)
Temporarily Permanently
Current assets
Cash and cash equivalents
$ 3,645,917 $
666,183 $
- $ 4,312,100 $4,223,932
Contributions receivable, net of allowance for uncollectible pledges
15,806,564 84,961 Interest and dividends receivable
49,820 Grants receivable
64,330 Receivable from charitable trust
Other current assets
1,212,913 -
111,672 -
123,600 -
15,912,825 16,053,732
49,820 43,193
176,002 253,227 -
1,336,513 2,321,381
30,787,961 3,277,538 4,622,402 38,687,901 36,081,408
Total current assets
35,782,241 19,985,557 4,707,363 60,475,161 58,982,873
Property and equipment, at cost,
less accumulated depreciation of
$1,182,975 in 2006 and
$1,554,579 in 2005
3,638,316 -
3,638,316 1,983,443
Investments in perpetual trusts
4,891,656 4,891,656 4,737,475
4,583 -
88,959 93,542 156,880
319,531 257,344 22,647 599,522 237,709
Scholarship and preservation pledges receivable,
net of allowance for uncollectible pledges
Other assets
Total assets
$ 39,744,671 $ 20,242,901 $ 9,710,625 $ 69,698,197 $ 66,098,380
Accounts payable and
accrued expenses
$ 2,324,459 $
$131,093 $
- $ $2,455,552 $ 3,111,042
Program initiatives payable
1,576,302 -
1,576,302 770,763
Donor designations payable
2,899,586 -
2,899,586 2,944,826
Grant designations payable
51,070 -
51,070 63,570
Deferred revenue
615,113 -
615,113 914,809
3,696,862 -
7,597,623 7,805,010
Total current liabilities
3,900,761 Deferred lease incentive
2,264,919 -
2,264,919 Deferred rent
436,781 -
436,781 188,763
Total liabilities
6,602,461 3,696,862 -
10,299,323 10,432,757
Commitments and contingencies
Net Assets
General operations
8,227,450 -
8,227,450 5,630,386
Property and equipment
3,638,316 - - 3,638,316 1,983,443
2,452,134 3,030,058
- 9,798,099 9,087,401
Designated by the Board of Directors
Stabilization fund
2,452,134 Endowment fund
6,520,561 Program allocation reserves
Donor restricted
Total net assets
Total liabilities and net assets
partner agencies
3,277,538 12,303,749 13,268,501 - - 33,142,210 16,546,039 - 25,572,250 26,920,440
9,710,625 9,710,625 9,013,895
9,710,625 59,398,874 55,665,623
$ 39,744,671 $ 20,242,901 $ 9,710,625 $ 69,698,197 $ 66,098,380
United Way of Massachusetts Bay, Inc. Statement of Financial Activities
All results reported in this book are as of June 30, 2006 (With Comparative Totals for 2005)
Temporarily Permanently
Public support
Donor contributions
Grant revenue
In-kind revenue and other income
Gross total public support
- $ 44,990,825 $
- $ 44,990,825 $ 45,011,218
1,127,362 - - 1,127,362 7,226,348
208,925 - - 208,925 137,512
1,336,287 44,990,825 - 46,327,112 52,375,078
Provision for uncollectible pledges
- (1,901,418)
- (1,901,418) (2,585,475)
Donor designations, net of service fees - (4,983,202)
- (4,983,202)
Grant designations - - Less
Net total public support
- 1,336,287 38,106,205 - 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.
- 39,442,492 44,889,540
Net assets released from restriction
38,090,837 (38,090,837)
39,427,124 15,368 - 39,442,492 44,889,540
- 27,274,168 27,834,993
Total public support
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.
Distributions and expenses
Allocations and other distributions
27,274,168 - Grant disbursements
1,276,212 - - 1,276,212 7,328,585
United Way of America dues
463,072 - - 463,072 416,601
29,013,452 - - 29,013,452 35,580,179
Total distributions
Milton J. Little, Jr.
Immediate Past President
and Chief Executive Officer
Mary Kay Leonard
Interim President and
Chief Executive Officer
Charles B. Gordon
Senior Vice President
Leadership Giving
John A. Ross
Chief Financial Officer
Peter A. Thomas
Senior Vice President
Chief Professional Officer
United Ways of New England
Jeffery J. Hayward
Senior Vice President
Community Impact
Nancy E. Powers
Senior Vice President
Business Integration & Support
Kevin E. Stone
Senior Vice President
Workplace Giving
José P. Ferrão
Senior Vice President
Jane L. Grady
Vice President
Human Resources and Ethics
Functional expenses
Community services
4,436,345 -
- 4,436,345 3,007,160
Management and general
1,763,405 - - 1,763,405 2,114,003
5,664,784 6,780,936
5,664,784 - - Total functional expenses
11,864,534 - - 11,864,534 11,902,099
Total distributions and expenses
40,877,986 - - 40,877,986 47,482,278
Portfolio dividends and interest
1,311,088 - - 1,311,088 1,335,239
Portfolio gains, net fees
Excess of distributions and expenses from
current operations over public support
Endowment and investment activities
1,501,491 486,971 - 1,988,462 2,055,626
Scholarship, preservation contributions
and bequests to endowment
2,779 285,386 Distributions from funds held by others 878,300 Unrealized gains on perpetual trusts
548,549 836,714 448,200
- 878,300 663,110
- - 154,181 154,181 187,602
Total increase from endowment
and investment activities
3,693,658 772,357 702,730 5,168,745 4,689,777
Increase in net assets
2,242,796 787,725 702,730 3,733,251 2,097,039
Net assets, beginning of year 30,899,414 15,758,314 Net assets, end of year
9,007,895 55,665,623 53,568,584
$ 33,142,210 $ 16,546,039 $ 9,710,625 $ 59,398,874 $ 55,665,623
These two pages include United Way of Massachusetts Bay, Inc.’s audited Statement of Financial
Position and Statement of Activities for Fiscal Year 2006 (July 1, 2005–June 30, 2006) and exclude
the financial effect of the merger with United Way of Merrimack Valley, Inc. which occurred in
the subsequent fiscal year. A complete audit of United Way of Massachusetts Bay’s financial
statements is conducted annually by the certified public accounting firm of PricewaterhouseCoopers
LLP. Copies of the full 2006 audited report are available from United Way of Massachusetts Bay, Inc.
The guidance, wisdom and support offered by United Way board of directors and executive
committee members help to strengthen our capacity to provide thoughtful, targeted
solutions that have real impact and meaning in the communities we serve. It is through
their dedication and tireless work on our behalf that we are making real progress towards
making our region the best place for children and families.
P. Steven Ainsley
Chairman of the Board
Robert M. Mahoney
Co-Chairman, 2007 Campaign*
Jeffrey A. Leerink
Charles V. Bergh
Co-Chairman, Development Committee
Kathryn F. Plazak
WHDH-TV Channel 7
Citizens Financial Group
Immediate Past President
and Chief Executive Officer
and Assistant Secretary
Milton J. Little, Jr.
United Way of Massachusetts Bay
and Merrimack Valley
Interim President
and Chief Executive Officer
and Assistant Secretary
Mary Kay Leonard
United Way of Massachusetts Bay
and Merrimack Valley
Immediate Past Chairman
Cathy E. Minehan
Arlington Advisory Partners
Co-Chairman, Development Committee
Kevin T. Callaghan
Berkshire Partners
Co-Chairman, Community Impact Committee
Anna B. Colton
Bank of America
Secretary; Chairman & Secretary,
Compensation Committee
Robert E. Cowden III, Esq.
Casner and Edwards, LLP
Daniel Dennis, Sr., CPA
Daniel Dennis & Company
Co-Chairman, Governance
& Nominating Committee
Grace K. Fey
Leerink Swann & Company, Inc.
Plazak Associates
Co-Chairman, Governance
& Nominating Committee
Helen Chin Schlichte
The Bank of New York Mellon
executive committee
Steven W. Barnes
Bain Capital
Debra S. Knez
Wendell J. Knox
First Light Capital
Paul A. La Camera
Market Platform Dynamics
David F. Lamere
Weil, Gotshal & Manges LLP
Abt Associates
The WBUR Group
Michael L. Carson
Dennis J. Langwell
Ellen M. Zane
Martha Crowninshield
Lawrence J. Lasser
Nancy L. Donahue
Ronald Logue
Sandra M. Edgerley
William Fine
Robert E. Gallery
Robert E. Griffin
Liberty Mutual Group
State Street Corporation
Francis C. Mahoney
Edward E. Phillips
University of Massachusetts
–Massachusetts System
Patrick J. Purcell
Joseph P. Campanelli
David E. Johnson
Norfolk Central Labor Council,
Richard C. (“Bink”) Garrison
Darlene Jordan
Carol Goldberg
Michele Kessler
LVCC, Inc.
Myra Kraft
Cleve L. Killingsworth, Jr.
Massachusetts General Hospital
The Avcar Group, Ltd.
The Kraft Group
Paul R. Murphy, Esq.
Gerald R. Jordan Foundation
Kessler Family Foundation
Blue Cross Blue Shield
of Massachusetts, Inc.
Weston P. Figgins
Ray A. Hammond, M.D., M.A.
Vertex Pharmaceuticals, Inc.
As of 07-02-07
J. Keith Motley, Ph.D.
The Beal Companies, LLP
Bain & Company
Tufts-New England
Medical Center and
Floating Hospital for Children
Ernst & Young LLP
Herald Media, Inc.
The Boston Foundation
Sovereign Bank
Stacey Lucchino
Paul S. Grogan
Sovereign Bancorp
James Westra, Esq.
Leonard A. Wilson
Eastern Bank
Robert L. Beal
Karen L. Webster
The Bank of New York
Chairman, Audit Committee
Stephen K. Wagner
Jean Tempel
Gillette Company
Chairman, Investment Committee
Peter S. Voss
Robert Rizzi
Micho F. Spring
Weber Shandwick Worldwide
Benjamin B. Taylor
The Boston Globe
Ann Romney
Sean C. Rush
Pamela Carrington Scott
Peter L. Slavin, M.D.
Nickolas Stavropoulos
US Gas Distribution, National Grid
Foley Hoag LLP
Thomas L. P. O’Donnell, Esq.
Ropes & Gray
Diane B. Patrick, Esq.
Ropes & Gray
Bristol Myers Squibb
Co-Chairman, 2007 Campaign*
David F. Lamere
Bank of America
Private Bank—Eastern MA
Chairman, Administration
and Finance Committee
John R. Grumbacher, Esq.
Access Capital Strategies, LLC
Francis H. Barnes
WCVB-TV Channel 5
David A. Spina
Co-Chairman, Community Impact Committee
Ronald A. Homer
The Boston Globe
BlueCross BlueShield of
Massachusetts, Inc.
Frontier Capital
Management Company LLC
Goulston & Storrs, P.C.
Thomas H. Tulip, Ph.D.
Assistant Treasurer
John A. Ross
United Way of Massachusetts Bay
and Merrimack Valley
* Ex Officio
We would like to acknowledge the following Executive Committee and Board
members whose terms expired during the past year. We thank them for their
years of service in this capacity.
William K. Bacic*
James M. Benson
Clark Consulting
Leo R. Breitman
Richard Gilman
The Boston Globe
Karen Kaplan
Hill, Holliday, Connors,
Cosmopulos, Inc.
Gloria C. Larson, Esq.*
Foley Hoag LLP
Richard F. Meyer, Ph.D.
Harvard Business School
Brian T. Moynihan
Bank of America
Paul C. O’Brien
The O’Brien Group, Inc.
Phyllis Yale
Bain and Company
* Ex Officio
board of directors
MERRIMACK VALLEY 2007 President’s Council
Contributing Photographers
© Casey Photography 2006-2007
© Janet Stearns Photography 2006-2007
© PEI/John Gillooly 2005-2007
Joshua Bekenstein
Bain Capital LLC
Douglas Berthiaume
Waters Corporation
David G. Fubini
McKinsey & Company, Inc.
Charles K. Gifford
John P. Hamill
Sovereign Bank
Karen Kaplan
Hill, Holiday, Connors
Cosmopulos, Inc.
Edmund F. Kelly
Liberty Mutual Group
Chester R. Messer
Paul C. O’Brien
The O’Brien Group, Inc.
Scott Schoen
Thomas H. Lee Partners, LP
William Van Faasen
Blue Cross Blue Shield
of Massachusetts, Inc.
Jeffrey N. Vinik
Vinik Asset Management
Michael Zoob, Esq.
* Ex Officio
Need. Solution. Impact.
United Way develops strategic solutions to the most pressing needs in our
communities because we know that through positive impact, we can improve
the quality of life for our region’s families and make our area the best place
for children to grow up. By supporting children and families, we reach thousands
of people every day to create lasting, positive change.
president’s council
59 Composite Way
Lowell, MA 01851
51 Sleeper Street
Boston, MA 02210-1208
MLSFA5121-02/07 5M