Family Reach Foundation

Transcription

1 Family Reach Foundation General Information 142 Berkeley Street, 4th Floor Boston, MA 2116 (973) Website Organization Contact Corey Fick Year of Incorporation 23 1

2 Statements & Search Criteria Mission Statement Family Reach Foundation provides financial relief and heartfelt support to families fighting cancer. The foundation alleviates the burden of everyday expenses the accumulate during a patients treatment, including mortgage payments, transportation and utilities, as well as medical costs not covered by insurance. Background Statement Before Family Reach Foundation was incorporated in 23, the organization operated as the Colangelo/Morello-Wiatrak Cancer Fund. The Fund was founded as a joint effort in 1996 by the families of Christopher Colangelo and Kristine Morello-Wiatrak. Christopher lost his battle with neuroblastoma at the age of 11 in 1981, and Kristine died in 1995 at the age of 27 after a year of fighting Ewing's sarcoma, a pediatric-type cancer. Shortly after Christopher's death, the Colangelo family began a relationship with Columbia Presbyterian Hospital in New York to help families with the financial and emotional burdens of dealing with pediatric cancers. Over the years, the Colangelos offered special attention to families requiring palliative care, home health assistance, and other needs in the final days of their children's lives. Kristine and her husband Chris had a similar vision during Kristine's fight against Ewing's sarcoma. They both were astounded by the plethora of secondary costs and burdens that mount during treatment from transportation to cancer centers, to special nutrition needs, to day care. They witnessed how families struggled to keep up with the enormous, everyday challenges of helping their loved-ones fight cancer, while managing the variety of financial pressures that mount during the treatment period. Kristine, before she died, agreed with her husband Chris that they should create a fund to help families cope with these financial pressures, and allow them to focus their emotions on the healing of loved ones. In 1996, the families of Christopher and Kristine, already good friends, decided to meld their efforts together into one fund. After seven years of grass-roots efforts and successful fundraising to help families primarily at Memorial Sloan-Kettering and Columbia, the founders launched Family Reach Foundation as a formal 51(c)(3) non-profit organization in 23. Monies have been distributed to help hundreds of families fighting cancers to help pay for critical non-medical and medical expenses. Family Reach now serves the needs of families through several prominent hospitals across the country including Dana-Farber Cancer Institute in Boston, Johns Hopkins in Baltimore, and Rady Children's Hospital in San Diego. Impact Statement The goal of the foundation is to help 1, families annually and be in the top 5 pediatric oncology hospitals across the country. Needs Statement The focus of our current efforts is to raise funds to help eligible families pay for a variety of significant expenses that mount during the patient's treatment, including: Everyday home bills that accumulate due to lost wages of parents (e.g., mortgage, utilities, insurance premiums, etc.) Transportation to care centers and lodging for family members Child care Palliative care Other special patient needs (medical or non-medical) Service Categories Cancer Geographic Areas Served 2

3 We primarily work with our network of hospitals in across the country, but will occasionally consider grant requests from other geographic areas if the case closely meets our stated mission and funds allow. Please review online profile for full list of selected areas served. 3

4 Programs Family Grants Program Description The financial assistance grants provided by Family Reach Foundation through its Family Grants Program meet very specific, tangible needs of families and alleviate financial stressors at a time when families are finding it difficult just to cope with the physical, emotional and logistical challenges of cancer, let alone the financial challenges. Examples of expenses covered by family direct assistance grants are rent and mortgage, utilities, auto expenses, child care, uncovered medical and non-medical treatment-related expenses. The Foundation's relationships of mutual commitment with its partner hospital social workers allow Family Reach to deliver financial assistance quickly, efficiently and effectively to those families most in need. Through its collaboration with partner hospital social workers, Family Reach is able to maintain a small infrastructure and this allows a greater percentage of its funds to be dedicated to direct financial assistance. Budget 8% Category Health Care, General/Other Patient & Family Support Population Served People/Families of People with Cancer,, Program Short Term Success Program Long term Success Program Success Monitored By Families fighting cancer will experience immediate financial relief as direct assistance grants from Family Reach will help pay for their everyday living expenses and treatment related non-medical and uncovered medical expenses. Rent and mortgages will be paid. Utility shut-offs will be prevented. Families will not have to worry about paying for hospital parking and gasoline to drive back and forth from home to treatment. The number of families coping with the financial challenges of cancer who are assisted by direct financial assistance grants from Family Reach has been increasing and will continue to increase and these families will experience real, tangible financial relief. This is in turn will promote stability and continued access to treatment as well as give these families hope. In order to capture the impact that direct financial assistance grants have on families fighting cancer who are served by Family Reach, the Foundation tracks # of grants given, # of families served, and average grant sizes. Continuous positive communications from partner hospital social workers and thank you's from social workers and families about what the financial assistance grants mean to the families are also means with which success is measured. 4

5 Examples of Program Success Saralyn Age 16 Sixteen year old Saralyn has a condition which makes her vulnerable to cancer. Between 1997 and 211, she has been diagnosed with and treated for five different forms of cancer, her most recent diagnosis being thyroid cancer. Her social worker said of her, For all that Saralyn has been through, she is a wonderful young lady with a great attitude. Saralyn's mom must miss work whenever Saralyn must go to the hospital for an admission or clinic appointment. As a result, she has fallen behind on her rent and financial assistance was requested. Family Reach provided a $1, grant for rent. Thank You's "Thank you so much, that is a huge gift of peace of mind for this family battling cancer." (from a social worker) "Your help came in the deepest time of hardship! And you have helped relieve a chunk of burden and stress by your generosity in paying for our rent.thank you! Thank you! Thank you!" (from a mother of a child with cancer) 5

6 Gift Card Program Description In addition to direct financial assistance grants, Family Reach provides about $18, in gift cards from various establishments such as gas stations, grocery stores, discounted retailers, and pharmacies to its partner hospital social workers who distribute them to families coping with the financial challenges of cancer and its treatment. Gift cards in larger increments of $25 are provided to hospital social workers to distribute to families who are in need of additional support or who are less in need of a financial assistance grant but who could benefit from some financial relief. Additionally, Family Reach runs its Giving Tree Program each year to involve schools and other organizations in collecting and donating gift cards to Family Reach. The gift cards are then distributed to partner hospital social workers who provide them to families in need. Budget 1% Category Diseases, Disorders & Medical Disciplines, General/Other Population Served People/Families of People with Cancer,, Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success The gift card program meets real tangible needs of families who are coping with the financial challenges of cancer. The gift cards pay for groceries, gas needed to travel back and forth to treatment, meals while at the hospital with a child who has cancer, basic household necessities, etc. Families who have a child or young adult with cancer have to cope with non-medical treatment related expenses which include gasoline costs of traveling back and forth to treatment centers and meals while at the treatment centers. At the same time, families must continue to be faced with normal everyday living expenses which include food and basic household necessities. Gift cards provide assistance with both non-medical treatment related and everyday living expenses, provide support to families now and will continue to more and more families in the future. Program success is measured by thank you's from social workers and descriptions of family situations and needs for the families who receive the cards. For the larger gift cards with increments of $25, social workers are required to send a summary for each family receiving a gift card(s). The gift cards were a HIT and were really appreciated by the families who were extremely happy with the gas, supermarket and fast food cards. There are so many families who have arrived without money, not even food money so gift cards are a helpful intervention. Please continue to send us gift cards. They are greatly appreciated by all of the families Well I'm happy to report that we raised over $1 in gift cards for you to distribute! (middle school teacher) 6

7 Hands of Hope Description Family Reach Foundation's Hands of Hope program was created to address the needs of families who are in need of additional financial support due to especially difficult financial circumstances resulting from the cancer storm. These families are awarded additional direct financial assistance grants to provide relief, promote family stability and ensure a child's continued access to treatment. Budget 2% Category Diseases, Disorders & Medical Disciplines, General/Other Population Served People/Families of People with Cancer,, Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success 7

8 Management CEO/Executive Director Executive Director Term Start Feb 212 Mrs. Carla M Tardif ctardif@familyreach.org Experience Ms. Tardif, a resident of Winchester, MA, joined Family Reach in 28 as a development consultant and has been a major factor in the organization's growth and expansion of its mission. In 27, the year before Ms. Tardif became a key resource for Family Reach, the foundation generated about $25, in gross revenue to help nearly 1 families through relationships with five partner hospitals on the East Coast. In 214, the organization raised $3 Million in gross revenue to help over 16 families through relationships with major hospitals across the country. Prior to joining Family Reach in 28, Ms. Tardif was the Founder and President of nonprofit consultancy CMT Entertainment and brought nearly two decades of event planning and fundraising experience to the organization. Carla's dedication to the Family Reach mission stems from a personal promise she made to her Syracuse University classmate and friend, former NFL player Pat Kelly, before he passed away from cancer in 23. Through the NFL, Pat frequently visited pediatric wards at hospitals across the country, and saw first-hand the devastating impact that seemingly small expenses, such as cab fare and groceries, had on the families of the patients. After graduating from Syracuse University in 1987, Carla spent six years with The Muscular Dystrophy Association in Los Angeles, San Francisco and Boston, where she was responsible for planning special events, telethons, auctions, and galas. Senior Staff Carla Tardif Title Director of Development Experience/Biography Corey Fick Title Operations Director Experience/Biography Dianne Lynch Title Development Manager Experience/Biography Staff Information Full Time Staff Part Time Staff Volunteers 1 3 8

9 Contractors 1 Staff Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian 1 Hispanic/Latino Native American/American Indian Other Staff Demographics - Gender Male Female Unspecified 2 8 Formal Evaluations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency nmanagement Formal Evaluation n Management Formal Evaluation Frequency Yes Semi-Annually Yes Semi-Annually Yes Semi-Annually Plans & Policies Organization has a Fundraising Plan? Under Development Organization has a Strategic Plan? Under Development Date Strategic Plan Adopted 23 Management Succession Plan? Under Development Organization Policy and Procedures Under Development ndiscrimination Policy Under Development Whistleblower Policy Directors and Officers Insurance Policy Is your organization licensed by the Government? Permit? Yes 9

10 Awards Awards Award/Recognition Organization Year Selected Charity NJASC 29 Health Services Award GlaxoSmithKline 29 Comments CEO Comments As a rapidly growing organization, we recognize the need for a comprehensive program of policy documentation and adherence and are currently developing those policies. 1

11 Board & Governance Board Chair Board Chair Mr. Richard J. Morello Company Affiliation Plasma Surgical, Inc. Term Sept 23 to Board Members Name Affiliation Status Andrea Colangelo Voting Donna Cunningham ADP Voting Lucille Ditta Wien Securities Voting Richard J. Morello Plasma Surgical, Inc. Voting Wendy Spivak Castle Group Voting Chris Wiatrak Genentech Voting Jennifer Winterhalter Amneal Pharmaceuticals Voting Board Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian 9 Hispanic/Latino Native American/American Indian Other Board Demographics - Gender Male Female Unspecified 4 5 Board Information Board Term Lengths Number of Full Board Meetings Annually Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 2 4 Under Development 1% 11

12 Percentage Making In-Kind Contributions Constituency Includes Client Representation 1% 12

13 Financials Fiscal Year Fiscal Year Start Jan 1, 215 Fiscal Year End Dec 31, 215 Projected Revenue $3,,. Projected Expenses $2,74,. Endowment? Credit Line? Reserve Fund? Months Reserve Fund Covers Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $1,563,17 $1,16,629 $859,537 Total Expenses $1,644,98 $1,36,563 $735,672 Revenue Sources Fiscal Year Foundation and Corporation -- $283,921 $156,768 Contributions Government Contributions $ $ $ Federal State Local Unspecified Individual Contributions $1,53,663 $542,497 $313,732 Indirect Public Support Earned Revenue Investment Income, Net of Losses $18 $191 $264 Membership Dues Special Events $418,77 $315,69 $359,193 Revenue In-Kind $9,629 $18,33 $29,58 Other

14 Expense Allocation Fiscal Year Program Expense $1,34,47 $776,759 $526,232 Administration Expense $167,52 $11,472 $7,364 Fundraising Expense $173,359 $149,332 $139,76 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 79% 75% 72% Fundraising Expense/Contributed Revenue 12% 13% 17% Assets and Liabilities Fiscal Year Total Assets $418,795 $491,859 $383,86 Current Assets $411,363 $488,684 $382,713 Long-Term Liabilities $ $ $ Current Liabilities $25,691 $17,17 $33,3 Total Net Assets $393,14 $474,842 $35,776 Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets % % % Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Capital Campaign Currently in a Capital Campaign? Comments CEO Comments Form Foundation Staff Comments Financial summary data in the charts and graphs above is per the organization's audited financials. Please note, the breakout of functional expenses for fiscal year 211 is per page 11 of the organization's fiscal year 212 Audit. Created Copyright 218 The Boston Foundation 14