agm common proposal formowfortefdn.org/images/2014_strive.pdf · thibeault llp and seyfarth &...

©Associated Grant Makers provides this form as a service to foundations and corporate grant makers, and nonprofit organizations seeking grants in Massachusetts and New Hampshire. We prohibit any

duplication or modification of this document without permission. Page - 1 -

COMMON PROPOSAL FORM

COVER SHEET The Cover Sheet Summary is to provide the essential data about the organization, the contact person, and the proposal. Please input text in shaded boxes. Complete this form and submit with your full proposal. Request to: Orville W. Forte Charitable Foundation

Date of Application: 2/15/2014 Full Legal Organization Name: Boston Education Services DBA Boston STRIVE Address: 651 Washington Street City: Dorchester State:MA Zip Code: 02124 Website: www.bostonstrive.org President/Exec. Dir.: Charmane Higgins Title: Executive Director Phone #: (617)825-1800 Email: [email protected] Contact Person (if different): Title: Phone #: Email: Organizational Information 501(c)(3)? Yes No If, Yes, FIN #: 04-3223871 Year established: 1994 If No, provide name of fiscal sponsor (enter organization name and address): Total Organization Budget $735269 Fiscal Yr: Month Jan Day 01 Total # of Board Members: 10

Total # of staff: 7 Volunteers #: 3

Organizational Mission Statement (50 words or less): STRIVE’s mission is to help chronically unemployed older teens and adults realize their potential to find and keep jobs that promise sustainable livelihoods and personal growth. We accomplish this by changing attitudes, building skills, working with employers, and creating powerful partnerships. Brief Description of Organization (75 words or less): STRIVE provides job readiness and job placement services to the chronically unemployed including ex-offenders. Through its 5-week intensive work readiness workshop, STRIVE has placed over 4,300 people in fulltime jobs since its inception. Population Served (25 words or less, include age groups, race & ethnicity, income levels, etc.): STRIVE serves older teens and adults, nearly all of who are low income, people of color, and are mostly residents of Dorchester, Mattapan and Roxbury (Boston neighborhoods). Proposal Request: Program/Project Name: Enter name; if no name leave blank Total Program Budget: $735269 Requested Amount: $10,000 %: 1% Type of Request: General Operating Grant Period: 7/1/2014 to

6/30/2014 Multi-Year? No

Geographic Area Served: STRIVE clients reside in Roxbury, Dorchester, Mattapan, South End, Jamaica Plain, Roslindale, Cambridge, Hyde Park and Brockton. The employers that hire STRIVE graduates are located throughout the Greater Boston area. Priority funding areas of grant maker (indicate how your request fits within the grant maker’s strategic interest[s]): Boston STRIVE, like the Forte Charitable Foundation, works with disadvantaged Greater Boston older youth and adults to improve job skills, increase self-esteem and heighten personal aspirations.

©Associated Grant Makers provides this form as a service to foundations and corporate grant makers, and nonprofit organizations seeking grants in Massachusetts and New Hampshire. We prohibit any

duplication or modification of this document without permission. Page - 2 -

Most recent grants received from this funder: Amount: $5,000 Date: 12/1/2013 Amount: $5,000 Date: 12/1/2012 I hereby verify that the information provided is accurate and honest to the best of my knowledge. Charmane Higgins 2/14/2014

Authorizing signature (President of the Board or Executive Director) Date

Associated Grant Makers provides this form as a service to foundations and corporate grant makers, and nonprofit organizations seeking grants in Massachusetts and New Hampshire. We prohibit any

duplication or modification of this document without permission. - 1 -

AGM COMMON PROPOSAL FORM

FULL PROPOSAL NARRATIVE

Request to: Orville W. Forte Charitable Foundation Organization Name: Boston Employment Service, Inc., DBA Boston STRIVE Project Name (if any): Organizational Information 1. Organization’s History:

Boston Employment Service, Inc., aka Boston STRIVE, was founded in 1994 by a team of 12 business leaders, nonprofit leaders, university professors, and lawyers who enlisted the initial financial backing of some three dozen donors. STRIVE’s purpose then as it is today was to transform the lives of at-risk populations by providing support and training that will lead to livable wage employment and societal re-integration. The model used at STRIVE has proved so successful that it has been replicated in 24 cities across the country and around the world, helping thousands of individuals prepare for the world of work. At Boston STRIVE, we focus on helping chronically unemployed men and women realize their potential to find and keep jobs that promise sustainable livelihoods and personal growth. We accomplish this by changing attitudes, building skills, working with employers, and creating powerful partnerships.

From 1994 through 2013, STRIVE graduated 4,428 adults from training and placed 4,187 in fulltime jobs. STRIVE’s workforce model includes job readiness training, financial literacy, computer literacy, GED instruction, college prep courses, and opportunities to pursue college education. 2. Organizational Goals and Objectives (short-term and/or long-term):

STRIVE’s mission is to help chronically unemployed men and women realize their potential to find and keep jobs that promise sustainable livelihoods and personal growth. We accomplish this by changing attitudes, building skills, working with employers, and creating powerful partnerships. During our most recent strategic planning process (2011), we established five (5) strategic goals for the organization, each of which is followed by the objectives through which we strive to meet the goals: Goal Objectives Provide programming that meets the needs of clients seeking employment in skills-based economy

- Serve 900 clients between 2012 and 2014 including 420 ex-offenders, leading to 690 individuals gaining fulltime employment, of which 320 are ex-offenders

- Survey and assess exiting partnerships; - Assess and review client tracking

system; - Maintain average of at least 68%

employment retention rate for two years;



- Survey clients during intake to determine employment sector interests;

- Create criteria for engaging and effective partnerships;

- Re-launch Ruggles Ex-Offender training site;

- Craft, refine, formalize and pilot vocational training program;

- Plan alumni program component; and - Continue successful core curriculum and

employment model. Design and implement development training for staff

- Assess and review current staff evaluation tool;

- Develop and implement individual training plan for staff; and

- Based on development plan, enroll staff in appropriate external trainings.

Create and implement a communication strategy

- Launch re-constructed website; - Increase presence in media and develop

ongoing success stories; and - Develop forum to engage policymakers

and opinion leaders. Maintain existing funding relationships and research and

- identify funding for partnerships, data collection, public relations, and communications

- Assess historical and current funding streams to determine gaps;

- Develop funding strategy to implement long term strategic growth; and

- Determine feasibility of multi-year campaign for 20th anniversary.

Diversify, expand and provide training to the Board of Directors

- Create governance committee; - Discuss and prioritize list of potential

board members; - Interview and recruit at least two new

board members; and - Convene trainings to increase individual

and collective capacity. 3. Programs and Services (briefly describe your organization’s programs and services):

STRIVE conducts employment programs and a GED component for chronically unemployed older youth and adults as well as ex offenders. The STRIVE models is two-phased; phase I is the job readiness component, and phase II is the job development/placement component. It is a five-week, fulltime workshop that simulates the rigors of a fulltime job. Clients focus on punctuality, assertiveness, time management, positive mental attitude and workplace etiquette. They learn the value of timeliness, professional dress, accepting and applying constructive feedback, team work and managing professional relationships. Clients learn to navigate the internet and use basic computer skills; they learn to create a resume and practice interviewing skills repeatedly. The hallmark of the STRIVE model is that it allows participants to address emotional scars, begin healing, and take critical steps toward a stable and employed life.



4. Organizational Structure (board, staff, volunteers): STRIVE is overseen and governed by its Board of Directors and receives input on

programming from its Advisory Board. Day-to-day operations are overseen by the Executive Director, staff, and several volunteers who serve as receptionists and perform administrative tasks.

STRIVE completed 2013 with a staff of eight people: the Executive Director, Director of Operations, Trainer (2); Senior Job Placement Specialist, Case Manager, Lab Assistant Case Manager and Data Coordinator. Of these employees, five are men and three are women, ranging in age from 25 to 63. Three are graduates of STRIVE and five are ex-offenders. Their collective experience covers social work, military service, government positions, private business and virtually every personal trial encountered by STRIVE’s clients, including incarceration, homelessness, addiction and childhood abuse.

Charmane Higgins was named Deputy Executive Director of STRIVE in December 2005 and Executive Director on August 1, 2008. Prior to joining STRIVE, Charmane was Director, Cultural Health Initiatives at the American Heart Association, Framingham, Massachusetts. From 1999 to 2003, she served, first, as Career Services Manager and, then, as Assistant Director of Operations for Boston Private Industry Council. Charmane serves as a senior fellow at the Institute for Non-Profit Management & Leadership at Boston University’s School of Management, and holds a BA degree from Wellesley College and an MA degree from University of Texas at Austin. In 2003, she earned an MBA degree from Simmons School of Management, Boston, MA.

Kevin Davis joined the staff as Director of Operations in April, 2013. Kevin has more than three decades of information technology expertise with a dual background in addiction treatment counseling and management. Prior to joining STRIVE Kevin was Director of Men’s Services with The Dimock Center in Roxbury. Additionally Kevin has served as an IT Instructor at Lincoln Technical Institute and Technical Accounts Manager with Vasco Data Security. Kevin is a licensed Alcohol and Drug Counselor and has a BS in Human Services from Springfield College. Kevin is a candidate for MS in Management and Organizational Leadership from Springfield College.

Deryck Reid became a member of the STRIVE staff after completing the program in 2010. He serves as trainer for the ex-offender training workshop. Deryck began his professional career as an office service assistant manager at Pitney Bowes. He then held positions as an assistant records manager and records manager at Testa Hurwitz & Thibeault LLP and Seyfarth & Shaw LLP, respectively. Deryck is currently a student at Bunker Hill Community College.

Rupert Saunders was appointed Placement Specialist in March 2002, after serving 14 years of a 20 year sentence at federal penitentiaries in Lewisburg, Pennsylvania and Otisville, New York. While in prison, Rupert obtained a BS degree in Science and Behavioral Health from University of New York as well as an Associate’s Degree in Liberal Arts from Mercy College of New York City. At Lewisburg, he co-founded an attitudinal program, “Doing Time with the Right Mind,” for young inmates. Prior to incarceration, he served as a youth crisis counselor at Vera Institute of Justice and as a youth counselor at Covenant House in New York City. In January 2009, he became Senior Placement Specialist.

Crissilla Parris joined STRIVE as Administrative Assistant in February 2002 upon graduating from STRIVE training. She was appointed Placement Specialist in 2002; Trainer in 2004 and Senior Trainer in January 2009. Prior to her work at STRIVE, she served as an administrative assistant for eleven years at Simmons College and as a customer service



representative at three firms. Crissilla graduated from Hyde Park High School in 1982 and holds a diploma from Bethel Bible Institute. Crissilla attended the Institute for Non-Profit Management and Leadership at Boston University in 2011, and became a certified life coach in 2013. Proposal Information 5. Description of Program/Project:

The schedule for STRIVE’s five-week workshop is Monday through Friday from 9am until 5 pm. Mornings and early afternoons are spent covering a variety of topics including: defining professional development, attitudes, perceptions and stereotypes, how to create a resume, how to write a thank you note, interviewing techniques, understanding mission statements, how to look for jobs, how to cope with rejection, how to dress, and more. Other curriculum components include 12 hours of financial literacy, vocabulary work, writing assignments, and practicing the skills that are discussed such as conducting mock interviews and mock meet and greets. The last three hours of the day are reserved for computer training, GED course work, and individual career planning.

Once a participant completes the five-week workshop, s/he is able to enroll in additional programs. The Microsoft Office training in Excel, Word, and PowerPoint is offered M-F from 6-9pm for six weeks for 36 hours of instruction. Clients may also enroll in Catholic Charities Labouré Center for its Nurse Assistant and Home Health Aide training which provides an experiential clinical practicum and prepares participants for the MA State Certification tests. For STRIVE graduates interested in culinary and hospitality careers, STRIVE provides a direct link to Community Servings Teaching Kitchen which provides a 12- week, hands-on curriculum that covers all facets of working in a professional kitchen and prepares clients for their safe Serve certification, an industry-recognized professional certification.

Other services STRIVE provides its clients include: Mentoring – STRIVE provides a 2-hour session once a week, one-on-one or group sessions for high-risk young adult clients with partner, Diamond Educators Mentoring, Inc. GED – STRIVE provides 2-hour GED classes twice weekly throughout the 5-week core training; as well as pre-college prep and college prep instruction provided by X-Cel, Inc., who has been a STRIVE partner since 2003. Financial capability (literacy) – STRIVE provides a 3-hour session once a week throughout the 5-week core training on setting financial goals, financial services, the nature of credit and asset building through Codman Square Neighborhood Development Corp., (CSNDC), who has been a STRIVE partner since 2009. Case Management – STRIVE provides individualized service strategy to address high-risk young adult clients’ educational attainment, work experience, behavioral issues, criminal history, health concerns and special skills and interests.

Participants transition from phase I into job placement (phase II) after they complete the five-week workshop or their additional training. STRIVE’s job placement specialist meets individually to discuss employment goals and support each client’s progress. Clients are coached to lead their own employment process while receiving support from STRIVE and using STRIVE’s relationships with the local business community. Graduates receive employment support/follow-up service for two years to ensure employment retention and to address workplace issues. STRIVE commits to being a resource for its clients’ lifetimes.

Most jobs obtained by STRIVE graduates are entry level openings offering career advancement opportunities. STRIVE has placed graduates with several hundred Boston



employers and has established working relationships with many of them. One of the newest relationships is with Au Bon Pain which has hired four STRIVE graduates in entry level positions with the aim to place them on the company’s managerial career path. Many of these employers are familiar with STRVE, have had good experiences with STRIVE hires and are “repeat customers”. They include large and small businesses, government agencies, non-profit organizations, universities and hospitals. In 2013, 36 STRIVE graduates were employed with wages exceeding $15 per hour. The average wage for 2013 was $11.23 or $23,358 annually. 6. Description of Need (What is the issue you plan to address? What is your approach? What research supports your idea? How does your strategy differ from others in the field?):

Chronic unemployment is a pervasive problem in the neighborhoods served by Boston STRIVE, especially among ex-offenders. Whether it is circumstances of birth, previously made wrong choices, marginal education or little understanding of the professional workplace, STRIVE clients need practical instruction (how to apply for and get a good job) and attitudinal coaching (how to keep a job and grow in responsibility).

According to a December 28, 2013 article in the Boston Globe, nearly 60,000 Massachusetts residents lost unemployment benefits when the federal extension program expired in January, even as joblessness remains historically high and long-term unemployment hovers near record levels. An additional 141,000 in Massachusetts will lose benefits this year, according to the Labor Department, if the government does not reinstate the extension program. The economy and labor market have grown stronger in recent months, but unemployment in the US and Massachusetts remains at about 7 percent. The job market, many economists stress, is even weaker than suggested by the official unemployment rate, which counts only people actively seeking work. When you add people who have given up job searches and those who can find only part-time employment, the rate jumps to more than 13 percent, according to the Labor Department. Meanwhile, nearly 40 percent of the unemployed Americans and Massachusetts residents have been out of work for more than six months.

The federal unemployment benefits, which have helped support consumer spending, have been eliminated just as the plodding economic recovery appears poised to accelerate. Mark Zandi, chief economist at Moody’s Analytics, a forecasting firm in West Chester, Pa., said the benefit cuts will suck some $25 billion from the US economy over the next year, slowing job growth the economy desperately needs. In Massachusetts, the loss of the benefits could further damage an economy that has seen unemployment go up more than a half-point since spring, to 7.1 percent last month. The graphic below from the Boston Globe article indicates that the largest percentage of those out of work, have been unemployed for a year or more.

DURATION OF UNEMPLOYMENT IN THE UNITED STATES Of the 10.27 million unemployed in November 2013, 16 and older:

> 5 wks 5-10 wks 11-14 wks 15-26 wks 27-51 wks 52 wks & over 21% 15.4% 8.4% 16.3% 11.8% 27%



We know that the approach used at STRIVE is working in Boston, and in 24 other locations around the country and the world. The numbers tell the story:

STRIVE Boston

Year

Total Enrolled

(First Day of CORE)

Completed Initial Job Placementsi

Average Wage at

placement

1 Year Job Retention

(%)

Average Wage at 1 year

2 Year Retention, if

possible (%)

Average Wage at 2 years, if

possible

2010 263 159 93 $12.13 68 $11.79 59 $12.25

2011 324 197 84 $10.98 66 $11.23 58 $11.05

2012 298 172 106 $10.80 83 $11.13 71 $11.25

2013 289 178 96 $11.93 72 $12.00 61 $12.50

Total 1,174 706 379 $11.46 72% $11.54 62% $11.76 7. Specific Activities (Include information about service delivery and/or timeline.): Specific activities associated with the five-week work readiness program offered by STRIVE include the following: RECRUITMENT: is done by neighborhood canvassing; visit to courts and welfare centers; and liaison with churches, community centers and social service organizations. Also, at the request of the MA Department of Transitional Assistance Management, STRIVE meets with potential participants. Word of mouth also brings in applicants. When funding permits, newspaper ads are run in the Bay State Banner and The Boston Metro, free weekly publications that reach the major sections of Boston where STRIVE clients reside including Roxbury, Dorchester, Mattapan, South End, Jamaica Plain, Roslindale, Cambridge, Hyde Park and Brockton. TRAINING: is a five-week (9am-5pm, M-F) program emphasizing attitude, which translates to dress, speech and behavior in the workplace. Clients learn how to prepare resumes, fill out job applications, use the telephone properly and interview successfully. They “work” in a simulated job site where they must be on time, perform assigned tasks, be part of a team, and accept orders and constructive criticism. During the fifth week, each participant must have a job or complete two job interviews before receiving certification of completion. JOB PLACEMENT: is actually a misnomer because STRIVE clients apply for and obtain jobs themselves. STRIVE’s job developers provide “leads” based on their understanding of participants’ abilities and their knowledge of employers’ requirements. They also “coach” participants in the telephoning and interviewing process. Relationships with employers are built on satisfaction over a period of time with STRIVE hires. The latter depends on a record of properly matching candidates with job positions. FOLLOW-UP: consists of keeping in touch on a quarterly or more frequent basis with working graduates for two years following their initial employment, The objective is to keep them on-the-job and help them advance. Participants who leave jobs are place din new positions. Additional counseling and attitudinal training are given when needed. GRADUATE DEVELOPMENT: consist most importantly of encouraging and facilitating ongoing education. Since 2003, STRIVE has collaborated with X-Cel Adult Education Services, a nonprofit agency that provides GED instruction and college prep courses to STRIVE graduates and other low income adults in greater Boston. The objective of this partnership is to make high school completion and college-level study more accessible to STRIVE



clients. STRIVE graduates are urged to enroll in Bunker Hill Community College through a special admission process and with three earned credits toward an associate degree. STRIVE’s commitment to its graduates is for their lifetimes. 8. Objectives and Goals for this Request (How will this grant strengthen the organization, address the issues, make improvements, or achieve success?):

Clients that participate in STRIVE programming move along a continuum of training towards economic independence. Despite working with a challenging population that struggles to gain employment even in a strong economy, STRIVE demonstrates with results that its model is one of the solutions to chronic unemployment, especially among ex-offenders. STRIVE will help shift the life trajectories of chronically unemployed adults by focusing on our annual goals for recruitment, the number of graduates, job placement, and job retention. Or program goals for the next year are:

- Recruit 170 general population and 160 ex-offender adults covering seven, five-week cycles operated throughout the year, including a general population workshop and an ex-offender program;

- Graduate 120 general population and 100 ex-offender participants from our five-week intensive job readiness program;

- Place 150 general population and 120 ex-offender graduates into fulltime employment; and

- Maintain on average 68% employment retention rate for two years. 9. Evaluation (What are the anticipated outcomes and how will you know if you are successful?): The short term outcomes include participants graduating from the 5-week work readiness program with skills necessary to find employment; partnerships created with potential employers; and participants connected to other needed services. The long-term outcome is that STRIVE participants will be better prepared for today’s professional workplace and they will advance to middle and upper income levels as they progress in their careers. This in turn means that the gap between the haves and have-nots will diminish; participants will have more disposable income to spend in the community thereby helping to strengthen the overall economy; there will be less cause to turn to illegal means of gaining income; and overall, the economic health of the community will be improved. Another long term outcome is that employers will have a qualified labor pool from which to hire, thereby filling the gap between vacant entry level jobs and those who have been chronically unemployed. STRIVE began implementing Efforts to Outcomes (ETO) software in 2012 to track staff efforts, performance indicators, outcomes, synthesize data into knowledge. STRIVE’s outcomes are measurable and verifiable. Our job program benchmarks are the number of persons: attending orientation, starting training, graduating from training, obtaining jobs and still working two years after graduation. Educational outcomes are also measured including the number of graduates: entering GED courses, gaining GED certification, completing college prep classes; enrolling in a community college, and earning a college degree or certificate. STRIVE evaluates its performance against the goals set in its business plan at the beginning of each year (written by management and approved by the board). Progress against plan and year-end results are published in regular quarterly reports and a year-end operations report mailed to contributors



and others. STRIVE’s track record demonstrates a high level of success. Since its inception in 1994, STRIVE has graduated 4,389 clients and placed 4,133 in jobs, of which nearly 68% were still employed two years later. 10. Other (Use this space to provide any additional information that you feel would be relevant to this grant request that is not covered in the sections above or respond to any other questions an individual grant maker may have.): Here is one of the many success stories, attributable to STRIVE: Terae Lewis is a single mother of a 7 year old son, both living in Mattapan, MA. She graduated from STRIVE’s core training program on May 20, 2011. She received her Medical Assistant, Certified Nursing Assistant and Home Health Aide certificates from Everett Institute, but was unable to secure employment due to lack of experience in her career field however she continued to diligently job search. Finally she secured a job as a (PCA) Personal Care Attendant working for Cerebral Palsy of Massachusetts. Terae continued to apply for a Nursing Assistant position and being humble and patient she finally succeeded. Terae is presently working two (2) jobs, one at John Scott House Rehabilitation and Nursing Center in Braintree where she started on October 2013 and was recently hired on February 11, 2014 at Spaulding Rehabilitation Center in Boston where she works as a Certified Nursing Assistant. Budget Information Use the Budget Form to provide the organizational financial information and the program or project budget, both income and expenses. 11. Use this section below to indicate what funding you have received from other foundations, and from which other foundations you plan to seek funding. Describe any unusual or special circumstances and provide an explanation/justification of funding request and the amount. Source Amount Status Weinberg Foundation $110,000 Pending United Way $56,500/yr for 3 yrs Pending State Street Foundation $40,000 Pending Cradle to Career $75,000 Pending Amelia Peabody Foundation $30,000/yr for 3 yrs Pending Wal-mart Foundation $50,000 Anticipated US Dept of Labor $100,000 Anticipated AC Ratshesky Foundation $25,000 Anticipated Cabot Family Charitable Trust

$25,000 Anticipated

Clipper Ship Foundation $20,000 Anticipated Orville W. Forte Charitable Foundation

$10,000 Anticipated

Henry Niles Foundation $100,000 Anticipated Highland Street Foundation $50,000 Anticipated Roy Hunt Foundation $50,000 Anticipated Individual Donors $100,000 Anticipated

© Associated Grant Makers 2007

Organization NameFederal ID # 04-3223871Fiscal Year End 12/31/2014

Total % to Total % toThis Project Total Organization Total

Request Budget Income Budget IncomeIncome Sources

Government Grants - - 0.0% - 0.0%Foundation and Corporate Grants 10,000 66,955 9.1% 12,902 1.9%United Way - 2,637 0.4% 2,637 0.4%Individual Contributions - 665,446 90.5% 665,446 97.7%Earned Income - - 0.0% - 0.0%Interest Income - 231 0.0% 231 0.0%In-Kind Support - - 0.0% - 0.0%Other Income - - 0.0% - 0.0%Total Income 10,000 735,269 100.0% 681,216 100.0%

ExpensesSalaries and Wages - 420,224 57.2% 420,224 61.7%Employee Benefits and Taxes - 86,890 11.8% 86,890 12.8%

Total Personnel Costs - 507,114 69.0% 507,114 74.4%

Bank/Investment Fees - 1,800 0.2% 1,800 0.3%Depreciation Expense - - 0.0% - 0.0%Equipment Rental & Maintenance - 6,746 0.9% 6,746 1.0%Food Costs - 2,843 0.4% 2,843 0.4%Fundraising/Development Expenses - 3,000 0.4% 3,000 0.4%Insurance Expense - 29,210 4.0% 29,210 4.3%Marketing/Advertising - 70 0.0% 70 0.0%Postage and Delivery - 223 0.0% 223 0.0%Professional Development - 423 0.1% 423 0.1%Professional Fees - 14,349 2.0% 14,349 2.1%Rent and Occupancy - 97,450 13.3% 97,450 14.3%Supplies and Materials - 8,115 1.1% 8,115 1.2%Telephone Expense - 4,763 0.6% 4,763 0.7%Travel Expense - 10,530 1.4% 10,530 1.5%Printing - 7,120 1.0% 7,120 1.0%Client Training - 38,282 5.2% 38,282 5.6%Miscellaneous Expenses - 3,231 0.4% 3,231 0.5%

Total Non Personnel Costs - 228,155 31.0% 228,155 33.5%

Total Expenses - 735,269 100.0% 735,269 107.9%

Excess of Revenue Over Expenses 10,000 - 0.0% (54,053) -7.9%

Enter Footnotes Here

Boston STRIVE

AGM COMMON PROPOSAL FORM

Boston Education Services, Inc. DBA Boston STR

PROJECT & ORGANIZATION BUDGET SUMMARY

6:08 PM 02/20/14 Accrual Basis

Boston Employment Services,Inc. Balance Sheet

As of December 31, 2013

Page 1 of 2

Dec 31, 13

ASSETS

Current Assets

Checking/Savings

10005 · Mt. Washington Bank 98,536.03

10002 · Fidelity 25,469.76

Total Checking/Savings 124,005.79

Other Current Assets

10004 · Petty Cash 156.66

11500 · Contributions Receivable 201,842.00

12800 · Employee Advances -10.00

13000 · Prepaid Expenses 7,352.27

Total Other Current Assets 209,340.93

Total Current Assets 333,346.72

Fixed Assets

16410 · Computer ( Server) 8,450.82

16550 · Website 3,239.50

16500 · Computer Software

17500 · Accum Amort - Computer Software -69,800.00

16500 · Computer Software - Other 70,166.85

Total 16500 · Computer Software 366.85

15000 · Furniture and Equipment

17100 · Accum Depr - Furniture & Equip -49,326.00

15000 · Furniture and Equipment - Other 66,226.57

Total 15000 · Furniture and Equipment 16,900.57

15900 · Leasehold Improvements

17300 · Accum Depr - Leasehold Imps -451,166.87

15900 · Leasehold Improvements - Other 481,902.39

Total 15900 · Leasehold Improvements 30,735.52

16400 · Vehicles

17400 · Accum Depr - Vehicles -35,000.00

16400 · Vehicles - Other 35,000.00

Total 16400 · Vehicles 0.00

Total Fixed Assets 59,693.26

Other Assets

18700 · Security Deposits Asset 2,375.00

Total Other Assets 2,375.00

6:08 PM 02/20/14 Accrual Basis

Boston Employment Services,Inc. Balance Sheet

As of December 31, 2013

Page 2 of 2

Dec 31, 13

TOTAL ASSETS 395,414.98

LIABILITIES & EQUITY

Liabilities

Current Liabilities

Accounts Payable

20000 · Accounts Payable 21,805.36

Total Accounts Payable 21,805.36

Other Current Liabilities

23100 · accrued Salaries 18,153.59

66051 · Child Support -624.94

66040 · 401(K) Contributions -581.49

24100 · Accrued Payroll Taxes 485.85

24200 · Accrued Expenses 12,862.47

25000 · Current Portion of Loans

25001 · Deferred Revenue 41,250.00

Total 25000 · Current Portion of Loans 41,250.00

Total Other Current Liabilities 71,545.48

Total Current Liabilities 93,350.84

Total Liabilities 93,350.84

Equity

30000 · Opening Bal Equity 16,958.68

32000 · Unrestricted Net Assets 288,805.46

31500 · Temp. Restricted Net Assets 53,138.00

Net Income -56,838.00

Total Equity 302,064.14

TOTAL LIABILITIES & EQUITY 395,414.98

Accrual BasisUnaudited

Boston Employment Service, Inc.Profit Loss Statement

January through December 2013

Page 1 of 3

Jan - Dec 13

Ordinary Income/Expense

Income

46440 · Dividend Income 8.88

45000 · Grant Income

45500 · Unrestricted Grants 12,902.42

Total 45000 · Grant Income 12,902.42

43400 · Direct Public Support

43450 · Contributions

43455 · Unrestricted Contributions 50,377.26

43450 · Contributions - Other 615,068.30

Total 43450 · Contributions 665,445.56

Total 43400 · Direct Public Support 665,445.56

44800 · Indirect Public Support

44820 · CFC Contributions - United Way 2,636.54

Total 44800 · Indirect Public Support 2,636.54

45030 · Interest Income 70.42

46400 · Other Types of Income

46430 · Miscellaneous Revenue 201.00

46400 · Other Types of Income - Other 30.00

Total 46400 · Other Types of Income 231.00

Total Income 681,294.82

Expense

50000 · Functional Expenses

66010 · Payroll ( Wages) 420,223.92

500001 · Payroll Taxes & Benefits

66020 · Payroll Taxes

66021 · Federal W/H -3.58

66022 · State W/H 217.49

66023 · FICA 31,126.71

66024 · SUTA/DUA 8,143.50

66025 · MA Health 853.55

Total 66020 · Payroll Taxes 40,337.67

66060 · Cafe125 Plan -16,078.40

65140 · Health/Dental Insurance 62,630.93

Total 500001 · Payroll Taxes & Benefits 86,890.20

500002 · Professional Fees

62100 · Contract Services




Page 2 of 3

Jan - Dec 13

62110 · Accounting Fees 11,546.38

62100 · Contract Services - Other 2,802.50

Total 62100 · Contract Services 14,348.88

Total 500002 · Professional Fees 14,348.88

50004 · Advertising

60901 · Advertising 70.00

Total 50004 · Advertising 70.00

500005 · General & Administrative

66030 · Payroll Service Fees 1,684.01

68350 · Meals & Entertainment 2,843.14

68300 · Travel and Meetings

68351 · Vehicle Expenses 1,854.53

68310 · Conferences & Meetings 1,521.37

68320 · Travel 1,857.59

68300 · Travel and Meetings - Other 5,297.00

Total 68300 · Travel and Meetings 10,530.49

65000 · Operations

62892 · Paper Recycling Service 364.08

65010 · Dues & Subscriptions 7.00

65020 · Postage & Delivery 222.78

65030 · Printing and Copying 7,119.63

65040 · Supplies 8,115.17

65050 · Telephone 4,763.14

Total 65000 · Operations 20,591.80

60900 · Business Expenses

60925 · Tuition - Staff 423.00

60915 · Computer Expense 1,743.82

60920 · Business Registration Fees 1,751.49

60900 · Business Expenses - Other 3,086.66

Total 60900 · Business Expenses 7,004.97

60951 · Interest Expense/Finance Charge 100.86

60950 · Bank Service Charges 35.00

60331 · 401(K) Admin Fees 1,665.00

Total 500005 · General & Administrative 44,455.27

500006 · Insurance

65100 · Insurance

65130 · Worker's Comp 4,345.00

65120 · Insurance 10,316.16




Page 3 of 3

Jan - Dec 13

65100 · Insurance - Other 2,575.20

Total 65100 · Insurance 17,236.36

500006 · Insurance - Other 11,973.68

Total 500006 · Insurance 29,210.04

50007 · Rent & Office Charges

62891 · Rent 53,837.50

62840 · Equipment Rental 5,001.71

62815 · Security Expense 738.80

Total 50007 · Rent & Office Charges 59,578.01

50008 · Repairs, Maintenance & Utilites

62800 · Facilities and Equipment

62820 · Repairs & Maintenance 17,622.81

62890 · Utilities 21,272.07

Total 62800 · Facilities and Equipment 38,894.88

50008 · Repairs, Maintenance & Utilites - Other 143.12

Total 50008 · Repairs, Maintenance & Utilites 39,038.00

60009 · Training

60910 · Client training 38,282.60

Total 60009 · Training 38,282.60

Total 50000 · Functional Expenses 732,096.92

Total Expense 732,096.92

Net Ordinary Income -50,802.10

Other Income/Expense

Other Expense

65160 · Other Costs 3,231.37

80000 · Ask My Accountant 19.92

Total Other Expense 3,251.29

Net Other Income -3,251.29

Net Income -54,053.39

Independent Auditor's Report

FINANCIAL STATEMENTS:

Statements of Financial Position

Statement of Activities (20 12)

Statement of Activities (2011)

TABLE OF CONTENTS

Statement of Functional Expenses (20 12)

Statement of Functional Expenses (2011)

Statements of Cash Flows

Notes to Financial Statements

Page

1-2

3

4

5

6

7

8

9-11

_Rapha aphaelLLP Certified Public Accountants and Consultants

To the Board of Directors Boston Employment Service, Inc. Dorchester, Massachusetts

Independent Auditor's Report

52 Church Street Boston, MA 02116

We have audited the accompanying financial statements of Boston Employment Service, Inc. (a nonprofit organization), which comprise the statements offinancial position as of December 31,2012 and 2011, and the related statements of activities, functional expenses, and cash flows for the years then ended, and the related notes to the financial statements.

Management's Responsibility for the Financial Statements

Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error.

Auditor's Responsibility

Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement ofthe financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.

1

Opinion

In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of Boston Employment Service, Inc. as of December 31, 2012 and 2011 , and the changes in its net assets and its cash flows for the years then ended in accordance with accounting principles generally accepted in the United States of America.

Boston, Massachusetts October 15, 2013

2

Respectfully submitted,

6?~ ~-ezfJJ~{{_Tl Raphael and Raphael LLP Certified Public Accountants

~~ ~~£~~~~~~~~"aan~£!~~~~~~~:

BOSTON EMPLOYMENT SERVICE, INC.

Statements of Financial Position As of December 31, 2012 and 2011

2012 ASSETS

CURRENT ASSETS: Cash and Cash Equivalents Accounts Receivable - Contributions Other Current Assets

TOTAL CURRENT ASSETS

PROPERTY AND EQUIPMENT: Furniture and Equipment Leasehold Improvements Total

Less -Accumulated Depreciation NET PROPERTY AND EQUIPMENT

TOTAL ASSETS

LIABILITIES AND NET ASSETS

CURRENT LIABILITIES: Accounts Payable Accrued Expenses and Other Current Liabilities Deferred Revenue

TOTAL CURRENT LIABILITIES

NET ASSETS: Unrestricted Temporarily Restricted

TOTAL NET ASSETS

TOTAL LIABILITIES AND NET ASSETS

$ 258,423 63,500 ~3_75

-- 324,29~

106,098 __ 481,902

588,000 559,299

28,701

$ 352,999

$ 33,617 24,944

58 561 --

268,076 26,362

294,438

$ 352,999

The accompanying notes are an integral part of the financial statements.

3

2011

$ 317,489 57,816 10,526

385,81..!__

104,467 481,226 585,693 535,493

50,200

$ 436,031

$ 21,969 30,978 41 ,250 94,197 -

288,696 53,138

341,834

$ 436,031


Statement of Activities For the Year Ended December 31. 2012

Temporarily Unrestricted Restricted Combined

REVENUES: Contributions $ 646,875 $ 26,362 $ 673,237 Program 1,535 1,535 Investment Income 44 44 Net Assets Released from Restrictions 53,138 (53,138)

TOTAL REVENUES 701,592 (26,776] __ 674,816

EXPENSES: Program Services 472,278 472,278 Management and General 194,404 194,404 Fundraising 55,53_.2._ 55 530 TOTAL EXPENSES 722,2.!l_ 722,212

DECREASE IN NET ASSETS (20,620) (26,776) (47,396)

NET ASSETS AT BEGINNING OF YEAR 288,696_ 53 138 341,834 ---

NET ASSETS AT END OF YEAR $ 268,076 $ 26,362 $ 294,438 = :=.,_,.: ~~


4


Statement of Activities For the Year Ended December 3I, 20 II

Temporarily Unrestricted Restricted Combined

REVENUES: Contributions $ 559,750 $ 53,138 $ 6I2,888 Program I,057 I,057 Investment Income 33 33 Net Assets Released from Restrictions 25,000 (25,000)

TOTAL REVENUES 585,840 28,138 613,978

EXPENSES: Program Services 556,047 556,047 Management and General 263,8II 263,8II Fundraising 69,054 69,054

TOTAL EXPENSES 888,9I2 888,9I2

INCREASE (DECREASE) IN NET ASSETS (303,072) 28,138 (274,934)

NET ASSETS AT BEGINNING OF YEAR 59I ,768 25_,000 __ 6I6,768

NET ASSETS AT END OF YEAR $ 288,696 $ 53,138 $ 34I,834


5

=: ~I ~~£~~~t~~~~~~~Pn?~~!,~::


Payroll Payroll Taxes and Benefits Professional Fees Depreciation Advertising General and Administrative Insurance Rent and Office Charges Repairs, Maintenance and Utilities Client Expense and Training

TOTAL EXPENSES

Statement of Functional Expenses For the Year Ended December 31, 2012

Total Program Expenses Services

$ 404,736 $ 242,842 93,949 56,369 20,410 24,937 24,937

410 410 51,290 34,429 19,305 15,444 53,652 48,287 39,623 35,660 13,90Q_ 13,900

$ 722,212 $ 472,278

The accompanying notes are an integral part ofthe financial statements.

6

~ ~~~~~~i~~~~u~~~Pn~~~ul~~~

Management and General

$ 121,421 28,185 20,410

11,199 3,861 5,365 3,963

$ 194,404

Fundraising

$ 40,473 9,395

5,662

$ 55,530


Payroll Payroll Taxes and Benefits Professional Fees Depreciation Advertising General and Administrative Insurance Rent and Office Charges Repairs, Maintenance and Utilities Client Expense and Training

TOTAL EXPENSES

Statement of Functional Expenses For the Year Ended December 31, 20II

Total Program Expenses Services

$ 474,3IO $ 284,586 III,083 66,650 54,446 I9,575 I9,575

I62 I62 6I,OOO 33,929 20,000 I6,000 5I,954 46,759 79,962 7I,966 I6,420 I6,420

$ 888,9I2 $ 556,047


7

~1 ~~ER.~;~~.~!~ ,:~~£~1~~~~~~~

Management and General

$ I42,293 33,325 54,446

I6,556 4,000 5,I95 7,996

$ 263,8II

Fundrai~ng

$ 47,43I II, I 08

I 0,5I5

-$ 69,054


Statements of Cash Flows For the Years Ended December 31, 2012 and 2011

2012 2011

Cash Flows from Operating Activities: Decrease in Net Assets $ (47,396) $ (274,934)

Adjustments to Reconcile Decrease in Net Assets from Operations to Net Cash Used in Operating Activities:

Depreciation 24,937 19,575

(Increase) Decrease In: Accounts Receivable - Contributions (5,684) (31, 191) Other Current Assets 8,151 (4,125)

Increase (Decrease) In: Accounts Payable 11,648 21,795 Accrued Expenses and Other Current Liabilities (6,034) 4,048 Deferred Revenue (41 ,250) 41,250

Total Adjustments (8,232) 51,352

Net Cash Used In Operating Activities (55 ,628) (223,582)

Cash Flows from Investing Activities Capital Expenditures (3,438) (31,022)

Net Cash Used in Investing Activites __ _(3,438) (31,022)

Net Decrease in Cash and Cash Equivalents (59,066) (254,604)

Cash and Cash Equivalents at Beginning ofYear 317,489 572,093

Cash and Cash Equivalents at End of Year $ 258,423 $ 317,489


8


Notes to Financial Statements December 31, 2012 and 2011

Note 1 - ORGANIZATION AND PURPOSE:

Boston Employment Service, Inc. (the Organization), d/b/a STRIVE, was incorporated in December 1993 as a not-for-profit corporation under Chapter 180 of the general laws of the Commonwealth of Massachusetts to operate a job training and placement service for chronically unemployed men and women in the Greater Boston metropolitan area. It opened its first training center in Dorchester, Massachusetts in September 1994.

Note 2- SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES:

Basis of Presentation- The Organization presents its financial statements in accordance with Financial Accounting Standards Board Accounting Standards Codification 958. Accordingly, the Organization reports information regarding its financial position and activities according to three classes of net assets: unrestricted, temporarily restricted, and permanently restricted.

Basis of Accounting- The financial statements of the Organization have been prepared using the accrual basis of accounting in accordance with accounting principles generally accepted in the United States of America. Under the accrual basis, revenue is recognized when earned and expenses are recognized when incurred.

Cash and Cash Equivalents- For purposes of the statement of cash flows, the Organization considers all highly liquid investments available for current use with an initial maturity of three months or less to be cash equivalents.

Property and Equipment- Property and equipment are stated at cost. Replacements and betterments are capitalized. Depreciation is computed using the straight line and declining balance methods over the estimated useful lives of the assets. In addition, donated materials and services related to the addition of property and equipment are recorded at the fair market value as of the date of the donation.

Use of Estimates - The preparation of the financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect certain reported amounts and disclosures. Accordingly, actual results could differ from those estimates.

Revenue Recognition - Contributions received are recorded as increases in unrestricted, temporarily restricted, or permanently restricted net assets, depending on the existence and/or nature of any donor restrictions. All contributions are considered to be available for unrestricted use unless specifically restricted by the donor or grantor.

All donor-restricted contributions are reported as increases in temporarily or permanently restricted net assets, depending on the nature ofthe restriction. When a restriction expires (that is, when a stipulated time restriction ends or purpose restriction is accomplished), temporarily restricted net assets are reclassified to unrestricted net assets and reported in the statement of activities as net assets released from restrictions.

9

Raphael , !U/Rapbael LLP .-.~--"" Certified Public Accountants and Consultants



Note 2- SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES- Continued:

Use of Restricted Support- Restricted support is considered to be spent first when both restricted and unrestricted sources of support are used in a particular program.

Income Taxes - No provision is made for income taxes as the Organization is exempt from Federal and State income taxes under Internal Revenue Code Section 50l(c)(3). The organization's tax returns generally remain subject to examination for three years after filing.

Expense Allocation - The costs of providing programs and supporting services have been summarized on a functional basis in the statements of activities and the statements of functional expenses. Accordingly, ce1tain costs have been allocated among the programs and supporting services benefited.

Accounts Receivable - Contributions - Accounts receivable are stated at the amount management expects to collect from balances outstanding at year-end. Based on management's assessment of the current status of individual accounts, it has concluded that realization losses on balances outstanding at year-end will be immaterial.

Compensated Absences- Employees ofthe Organization are entitled to paid vacation, paid sick days and personal days depending on job classification, length of service and other factors. It is impractical to estimate the total amount of compensation for future absences. Accordingly, the Organization does not recognize the costs of compensated absences until actually paid to employees.

Donated Services- The Organization receives services donated by the ten members of the Advisory Board and the ten members of the Board of Directors. A member of the Board of Directors provides pro bono legal services to the Organization personally and arranges for the provision of additional pro bono legal services from the law firm in which the member is employed. These legal services are recognized as both revenue and an expense. The total value ofthese services in 2012 and 2011 were $9,264 and $17,014, respectively.

Intangible Assets - The costs of certain intangible assets were amortized using the straight-line method over the estimated useful lives of the assets.

Advertising- All advertising and promotional costs are expensed as incurred.

Subsequent Events- Subsequent events are events or transactions that occur after the balance sheet date but that could affect the amounts or disclosures in the financial statements. Management has evaluated subsequent events through the date that the financial statements are available to be issued, which is the date noted at the bottom of the auditor's report.

10


Note 3- COMMITMENTS:


651 Washington Street- The Organization is obligated for an operating lease of its office premises through September 30, 2013. The lessee has three one-year options to extend the lease, with terms to be renegotiated at the time the extension is pursued. In addition to annual base rent of $48,300 there is a provision for the Organization's pro-rata share of operating expenses and real estate taxes.

Ruggles "T" Station- The Organization is obligated for an operating lease of its satellite office through December 31, 2012. In addition to the annual base rent of $3,750, there is a provision for the Organization's pro-rata share of operating expenses.

Rent expense for facilities totaled $53,652 and $51,955 for 2012 and 2011, respectively.

Other Operating Leases- The Organization leases various office equipment items under standard operating leases with unexpired terms between 1 and 5 years. The rental expense for these leases amounted to approximately $4,550 in 2012 and $3,500 in 2011.

Future minimum lease payments are:

Note 4- CONCENTRATIONS:

2013 2014 2015 2016 2017

$ 41,868 4,068 4,068 4,068

339

The Organization maintains bank account balances which at times exceed federally insured amounts.

During 2012 approximately 36% of the Organization's grant revenue was from three contributors that individually represented over 10% of the total amount received. The ten largest contributors contributed approximately 73% of the Organization's total contributions for the year.

During 2011 there were no contributions that exceeded 10% of the total amount received. The ten largest contributors contributed 51% of the Organization's total contributions for the year.

Note 5- DEFINED CONTRIBUTION PLAN:

The Organization has a salary deferral401(k) plan for employees meeting certain eligibility requirements. The Organization may make discretionary contributions to the plan. The Organization did not make any contributions in 2012 or 2011.

11

~ ~ ~~d~~~!c~~~!~~~~Pn!1~~L~~~

ADVISORY BOARD

Angel H. Bermudez Principal AHB & Associates Boston, MA

Aaron Feuerstein Former Chairman Malden Mills Industries, Inc. Lawrence, MA

John T. Goodhue Maritime Consultant Peterboro, NH

ArnoldS. Hiatt President The Stride Rite Foundation Boston, MA

Hubert E. Jones Dean Emeritus Boston University

School of Social Work Boston, MA

Wayne M. Kennard Partner Wilmer Cutler Pickering Hale and Dorr Boston, MA

Patricia McGovern General Counsel & Senior

Vice President, Corporate & Community Affairs

Beth Israel Deaconess Medical Center

Boston, MA

Geoffrey Nunes Former Chairman Millipore Foundation Bedford, MA

Robert B. Reich Professor of Public Policy Goldman School of Public Policy University of California at Berkeley, Berkeley, CA

ATTACHMENT G

STRIVE BOSTON EMPLOYMENT SERVICE

OFFICERS & DIRECTORS

Sarah-Ann Shaw Retired Reporter WBZ-TVNEWS Brookline,MA

BOARD OF DIRECTORS

Arthur J. Brewster Detective Boston Police Boston, MA

Beth Cuzzone Director of Client Services Goulston & Storrs Boston, MA

Rev. William E. Dickerson, II Founder & Pastor Greater Love Tabernacle Dorchester, MA

Samuel A. Hartwell Retired Co-Chairman G.S. Blodgett Corporation Burlington, VT Co-Founder &

Chairman Emeritus STRIVE International New York, NY

Ann N. Messina Senior Administrative Associate Goulston & Storrs Boston, MA

Kitt Sawitsky Partner Goulston & Storrs Boston, MA Co-Founder Boston Employment Service

Jennifer J. Tenczar Human Resources Consultant Tenczar Associates, LLC Boston, MA

William J. Walczak Vice President Shawmut Construction & Design Boston, MA

Ernest E. Washington, Jr. Founder, Owner & CEO Vanguard Parking Services, Inc. Boston, MA Founder Veterans Benefits

Clearing House Boston, MA

Monica Zeno-Martin Vice President, DOL Contract Services Y outhbuild USA Somerville, MA

OFFICERS

Chairman William J. Walczak

President Arthur J. Brewster

Secretary Kitt Sawitsky

Treasurer Jennifer Tenczar

t~~ IRS Department of the Treasury ~lfz:."l/1 Internal Revenue Sen•lce

008156

P.O. Box 2508 Cincinnati OH 45201

BOSTON EMPLOYMENT SERVICE INC 651 WASHINGTON ST DORCHESTER MA 02124-3510

Employer Identification Number: Person to Contact:

Toll Free Telephone Number:

Dear Taxpayer:

In reply refer to: 0248219434 May 30, 2013 LTR 4168C EO 04-3223871 000000 00

04-3223871 Ms. Benson

1-877-829-5500

00020732 BODC: TE

This is in response to your May 17, 2013, request for information regarding your tax-exempt status.

Our records indicate that you were recognized as exempt under section 501(c)(3) of the Internal Revenue Code in a determination letter issued in April 1994.

Our records also indicate that you are not a private foundation within the meaning of section 509(a) of the Code because you are described in section(s) 509Ca)(1) and 170CblC1lCA)(vil.

Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code.

Please refer to our website www.irs.gov/eo for information regarding filing requirements. Specifically, section 6033(j) of the Code provides that failure to file an annual information return for three consecutive years results in revocation of tax-exempt status as of the filing due date of the third return for organizations required to file. We will publish a list of organizations whose tax-exempt status was revoked under section 6033(j) of the Code on our website beginning in early 2011.

BOSTON EMPLOYMENT SERVICE INC 651 WASHINGTON ST DORCHESTER MA 02124-3510

0248219434 May 30, 2013 LTR 4168C EO 04-3223871 000000 00

00020733

If you have any questions, please call us at the telephone number shown in the heading of this letter.

Sincerely yours,

;i?t'~~h~ Richard McKee, Department Mana~r Accounts Management Operations

agm common proposal formowfortefdn.org/images/2014_strive.pdf · thibeault llp and seyfarth &...

Documents