Generations Incorporated 2019 Annual Report

2019 ANNUAL REPORT GENERATIONS INCORPORATED 25 KINGSTON ST., 4TH FLOOR, BOSTON, MA 02111 | PHONE: 617.423.6633 | FAX: 617.422.0626 | GENERATIONSINC.ORG

TABLE OF CONTENTS

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2019 GENERATIONS INCORPORATED ANNUAL REPORT

Page 3

A Note from Leadership

Page 4

Our Mission and Impact

Page 5

Our Plan for the Future

Page 6

Corporate and Foundation Partners

Page 7

Partner Spotlight: First Republic Bank

Page 8

Lighting the Spark

Pages 9-10

Individual Supporters

Page 11

Volunteer Spotlights

Page 12

Our Volunteers

Page 14

Board of Directors, Staff,

Treasurer’s Statement

Page 15

Financial Statements

A NOTE FROM LEADERSHIP Dear Friends, 2019 marked the beginning of a new era for Generations Incorporated. Through the Read to Grow Strategic Plan, we are laying the groundwork for a transformation that will lead to sustainable growth, expanded partnership, and greater intentionality in how we provide our literacy programming to children in Greater Boston.

We know that there are far too many children being left behind simply because they lack the foundational literacy skills necessary to realize their full potential. With the dedication of our volunteer literacy coaches, donors, and partners, we are taking action. Action to ensure that children have the necessary resources to become literacy proficient by fourth grade.

261 community volunteers provided 52,188 hours of literacy coaching in 2019. Through their tireless service, over 1,500 kindergarten through third-grade students received sustained one-on-one or small group tutoring, with the majority of struggling readers seeing significant gains in their literacy and social-emotional development. We are grateful to our many supporters who made this possible.

As we look ahead, you will see us step forward as a first-inclass literacy organization, taking a leading role in addressing the youth literacy crisis in Massachusetts. To all of you who have joined us to make a difference for children in Greater Boston, thank you.

With Gratitude,

Wes Enicks Tara Finnegan Executive Director Board Chair

2019 GENERATIONS INCORPORATED ANNUAL REPORT

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LITERACY IS THE KEY TO LIFELONG SUCCESS. Our Mission Generations Incorporated improves the literacy skills of young children through Grade 3 by engaging professionally trained older adult volunteers as literacy coaches in our partner schools and after-school programs. We serve communities where opportunity gaps exist to ensure all students have the resources to become literacy proficient.

ACHIEVEMENTS IN SOCIAL EMOTIONAL LEARNING In the 2018-2019 school year, Generations Incorporated participated in an independent study evaluating the effectiveness of our work on the Social Emotional Learning (SEL) of students served.

2019 PROGRAM SNAPSHOT

Findings from the evaluation are compelling, with students seeing statistically significant improvements in overall social-emotional learning.

The strongest improvements were found in:

Personal Responsibility

Our Program by the Numbers In 2019, Generations Incorporated served 174 classrooms in 19 schools and afterschool locations in Greater Boston.

3,638 students received 52,188 hours of tutoring from 261 tutors.

1,547 of these students received sustained one-on-one or small group tutoring during the school year

Relationship Skills

Student Achievement

74% of students who were below grade level at the beginning of the year improved their reading and literacy performance by at least a half grade.

Decision Making These results prove what we have known anecdotally: strong mentoring relationships formed between our literacy coaches and students are an essential part of their academic success.

This study was conducted by Abt Associates in partnership with the AARP Foundation

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2019 GENERATIONS INCORPORATED ANNUAL REPORT

57% of students improved by one full grade level or more or were classified as on or above grade level by the end of the year.

89% of students who had received low ratings for one or

more social and emotional indicators at the beginning of the year — concentration, motivation, self-confidence, or participation —­received a higher rating at the end of the year.

OUR PLAN FOR THE FUTURE: READ TO GROW STRATEGIC PLAN Our Vision We envision a day when all students, regardless of zip code, enter the fourth grade as proficient readers poised for academic success.

Generations Incorporated is ready to grow our proven model in order to move the literacy needle in Eastern Massachusetts.

Key Objectives 1. Innovate and standardize program model 2. Achieve first-in-class awareness and recognition through updated branding 3. Expand to a new school district 4. Solidify and grow our financial foundation

Implementation timeline Phase One Fiscal Year 2020 (July 1, 2019 - June 30, 2020) • Implement organization name change and rebranding • Streamline program leadership and build capacity to support high-quality program delivery • Assemble a task force to investigate prospective expansion partners • Build financial reserves for future organizational stability Phase Two Fiscal Year 2021 (July 1, 2020 - June 30, 2021) • Build organizational marketing capacity • Solidify partnerships with new school district • Grow philanthropic support for school expansion • Hire program staff to oversee new school district expansion • Build financial reserves for future organizational stability Phase Three Fiscal Year 2022 (July 1, 2021 - June 30, 2022) • Launch targeted public relations campaign in Greater Boston • Recruit and train literacy coaches in new district • Launch literacy program in 3+ schools and serve 300 new students in new district • Collaborate with existing partners sites to deepen program impact 2019 GENERATIONS INCORPORATED ANNUAL REPORT

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PROGRAM PARTNERS A.C. Whelan Elementary School, Revere Beachmont Veterans Memorial School, Revere Berkshire Partners Blue Hill Boys and Girls Club, Dorchester Charles H. Taylor Elementary School, Mattapan David A. Ellis Elementary, Roxbury Edgerley Family South Boston Boys & Girls Club F. Lyman Winship Elementary School, Brighton Garfield Elementary School, Revere John Winthrop Elementary School, Dorchester Martin Luther King Jr. K-8 School, Dorchester

THANK YOU TO OUR SUPPORTERS FOR JOINING US IN SERVING 3,638 STUDENTS THROUGH OUR LITERACY PROGRAMS. Contributions made between July 1, 2018 - June 30, 2019 INSTITUTIONAL AND CORPORATE PARTNERS Donations of $50,000+ AARP Foundation Experience Corps Barr Foundation* Corporation for National and Community Service* Cummings Foundation* Department of Justice, Office of Juvenile Justice and Delinquency Prevention*

Highland Street Foundation Mass Mentoring Partnership William E. Schrafft and Bertha E. Schrafft Charitable Trust $5,000 - $9,999 AARP Massachusetts Bushrod H. Campbell & Adah F. Hall Charity Fund

Richard J. Murphy K-8 School, Dorchester

Anonymous

The New England Patriots Charitable Foundation

Lawrence J. and Anne Rubenstein Charitable Foundation

People’s United Community Foundation

Young Achievers Science & Math K-8 School, Mattapan

$10,000 - $24,999 City of Boston, Age Strong Commission The Clowes Fund* Deborah Munroe Noonan Memorial Fund, Bank of America, N.A., Trustee*

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2019 GENERATIONS INCORPORATED ANNUAL REPORT

Buffalo Exchange

EZ Healthcare of Boston Group Inc.

$25,000 - $49,999

Ludcke Foundation

A.N. Deringer

First Republic

Pauline A. Shaw Elementary School, Dorchester

Yawkey Boys & Girls Club of Roxbury

$1 - $999

The Edyth and Irving Usen Family Charitable Fund

Wellington Management Foundation

William Monroe Trotter K-8 School, Dorchester

South Boston Community Development Foundation

East Boston Savings Bank Charitable Foundation, Inc.

Patrick Lyndon Pilot School, West Roxbury

Liberty Mutual Foundation Education Initiative*

Red Sox Foundation

Charles River Apparel

Rowland Foundation*

William Blackstone Innovation School, Boston South End

Move the World Foundation

Century 21 Advance Realty

Mildred Avenue K-8 School, Mattapan

Staff Sergeant James J. Hill Elementary School, Revere

The Frederick E. Weber Charities Corporation

Massachusetts Convention Center Authority

Ramsey McCluskey Family Foundation Spark Foundation Salem Five Charitable Foundation TJX Foundation $1,000 - $4,999 CHT Foundation The Devereaux Charitable Foundation Trust

Give With Liberty Jones Lang LaSalle Robert J. Devereaux Corporation Ryan & Coscia, P.C. Certified Public Accountants In-Kind Support Bank of America Foundation Beachmont Roast Beef Houghton Mifflin Harcourt Luigi’s Pizzeria Torretta’s Bakery * denotes multi-year funding commitment

PARTNER SPOTLIGHT: FIRST REPUBLIC Generations Incorporated has been proud to grow our corporate partnership with First Republic Bank. Since 1985, the employees of First Republic Bank are committed to being “doers” within the banking and wealth management field as well as the communities they serve.

In addition to supporting our annual event, Lighting the Spark, First Republic employees have dedicated hours of service in support of our mission at Generations Incorporated.

Their financial experts provide Financial Literacy Lunch and Learn events for our older adult volunteers. The free events focus on building volunteers’ understanding of estate planning, trusts, and elder financial abuse, and are met with great enthusiasm and gratitude from participants. We look forward to continuing to deepen our relationship with First Republic Bank in order to provide additional financial literacy resources for our volunteers.

Generations Incorporated is grateful for the continued commitment of corporate partners like First Republic Bank, who are fully invested in making Greater Boston’s communities stronger!

“

WE ARE GRATEFUL FOR FIRST REPUBLIC’S SUPPORT OF OUR MISSION TO STRENGTHEN THE EDUCATIONAL DEVELOPMENT OF YOUNG STUDENTS IN OUR COMMUNITY. WE ARE PROUD TO PARTNER WITH THEM TO ALSO SUPPORT THE OLDER ADULT VOLUNTEERS WHO HELP CREATE POSITIVE LITERACY OUTCOMES FOR THOSE STUDENTS. Wes Enicks, Executive Director

Representatives from First Republic Bank at our 2019 Lighting The Spark event.

2019 GENERATIONS INCORPORATED ANNUAL REPORT

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“

THE GIFT OF LITERACY IS NOT ONLY PRECIOUS; IT IS AN ESSENTIAL AND ENDURING ONE. FROM ME AND ALL OF THE OTHER PARTICIPANTS YOU HAVE AIDED IN OBTAINING THIS LIFELONG GIFT, THANK YOU.”

From left to right: Josh Carver, Zach Williams, Megan Mcbryde, Nyra Bannis.

From left to right: Marty Martinez, Katie Brown, Emily Shea.

LIGHTING THE SPARK In May, Generations Incorporated gathered partners, local leaders, and community champions at the Seaport Hotel to celebrate the lighting of an educational spark for thousands of students across Greater Boston.

Zoe Rosemond, Program alumni

The event raised $114,000 to support our work to engage over 1,500 struggling kindergarten through third grade students in results-driven, sustained literacy tutoring.

From left to right: Sarita Thomas and Yvonne Jones.

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2019 GENERATIONS INCORPORATED ANNUAL REPORT

From left to right: Pamela Ilg and Sylvia Dowling.

THANK YOU TO OUR SUPPORTERS FOR JOINING US IN SERVING 3,638 STUDENTS THROUGH OUR LITERACY PROGRAMS. Contributions made between July 1, 2018 - June 30, 2019 Donations of $5,000+ Anonymous Judith Blum Joshua Carver Amy and Jock Danforth Tara and Corey Finnegan Megan McBryde Michelle Roman* and Chris Stix

Richard and Winnie Rubino Claire and Neil Sheth Fred and Martha Smith

Michael Wilens and Carolyn Longacre

Patricia Roth

David Sargent

Harvey Salgo and Lynn Barneberg

Jane Thompson

Carter and Brooke Witherspoon Patricia Wolfe

Alanna and Marc Spada

Amelia and Sean Walsh Zachary Williams

$1 - $249

$250 - $499

Anonymous x2

Joanne Aliber

Robert and Sigrid Adler

Eric* and Debra Bradlee

Timothy Appel

John F. Coburn

Frances Avrin and Martin Zafran

Rachel Vingsness Martha and Bill Willis Stephen* and Patricia Wright $500 - $999

Art Page

George and Farah Blount Julie and Bruce Borcher Michael and Julie Durbin William Ebsworth and Anandi Pratap Annissa Essaibi George Farhad Fakhroldini and Sara Gebre Mariam

Drew Condon Kearthon E. Cooke Bob DeMaria Jennifer and Tom Eddy Julie Fentin Kathy Flynn Woodland Helen Garretson Jack and Mary Beth Hayes

Debra Gardner Hussey* and Phillip Hussey

Lisa and Tom Higgins

William* and Jane Wolff

Mary Gunn and Susan Berliner

Hien Pham and Cuong Hoang

$1,000 - $2,499

Caitlin and Casey Hurley

Robert and Ilona Johnson

Libby Blank*

Andrea Kalsow and Charles Henneberry, Jr.

Carol and Alan Kamin

Robert Keefe

Thomas and Polly Martinson

Susie Lee-Snell and Erik Snell

Matt and Erica Brady Deborah* and Grant Carrow Wes and Kate Enicks Shane Garman Donald and Maxine Goldberg Raymond and Pamela Ilg Jonathan Kappel and Carol Bolton Kappel Beth and Shaun McHugh

Megan and William White

Tonya Wiley- Robinson and Arturo Robinson

$2,500 - $4,999

Kate Walsh and Erik Garpestad

Ann Teixeira

Robin Sanders and Brendan Burns

Rainy and John Wilkins

Nyra Bannis

John Scott

William and Barbara McMahon

Mariann and Andrew Youniss

Anonymous

Kathleen and Christopher Schweitzer

Elizabeth and Justin MacNeil Kathleen and Robert Mahoney David McCaughlin Nancy Pierce Kristin Salisbury

Leah Hoang

Jason Levine Elizabeth and Keith Morgan Michael and Sally Murray Casey and Michael Paliulils Patricia Patricelli

Janet Axelrod Olesya Baker and Gabriel Lopez-Calva Meg and Andy Barhite Patrice Baril Jo-Ann and Edward Baszkiewicz Evan Berg David Bowser Virginia Bridgeman Katherine Brodoff Salvatore and Barbara Cammarata Debra Canzater* Charles and Linda Cardillo Henry Carrey Cam Clifford Leslie Clyne-DeCicco* Cathy J. Cohen Susan Condon

Anne Peretz Venessa Rosemond

Ileen and Alex Conn CynthiAnn Cornelius*

2019 GENERATIONS INCORPORATED ANNUAL REPORT

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Kristy and Christopher Coviello

Gina Grotelueschen Robin Hanley

Meghan MacLean and Daniel Hafner

Lynn Samuels and Greg Signer

Elaine* and George Cox

Marty Martinez

Sandra Cramer*

David Harrington and Victoria Hatch

Lorine Matthews

Thomas and Laura Carter Sander

Donna and Jim Crotty

Alana Hill and CT Ransdell

Helen McClarence*

Lisa and John Crowley, Jr.

Kristen Homan

Daniel McConvey

Jane and William Cullinan

Barbara Hylton

Walter McDonald

Thomas and Louise Cushman

Mark Iafrati and Jane Freedman

Natalie McVeigh

Karen Dale*

Marilyn Jackson

Peggy Daly

Karen Jones*

Kathleen Milligan*

Joy and Victor Darish

Darlene Jones*

Yvonne Desmond*

Susan Kahn and Daniel Kirschner

Sharon and Charles Diamond Amy and Peter Dopp

Georgiana Gormley Kalaher

Nancy Durham and Bruce Fried

Francene and Todd Kanter

Chris and Amelia Edelman

Kelly and Robin Kavanagh

Martin Flaxman and Mary Jane Fales

Diane and George Kelley

Roberta Falke* and Andrew Levey

Beth Kemler

Suzanne Federspiel* and Clinton Richmond Lucas Fehsenfeld Mike Festa Sharlene and Richard Finkel Dorren and Peter Finnegan Sue and Paul Flynn Gem Forde Janice Frechette Barbara and Mark Friedman Wendy and Peter Frisch Diane and Albert Gaeta Thomas and Jeannette Galvin Melissa Gartenberg Livney Keith Gillis Amy and Howard Goldman 10

Claire and Jerrold Kashuck

Joan Kelley Suzanne H. Keohane Kristan and David Khtikian Elana Kieffer Ilana Klarman

Sarah Meier Seth Mrozek Venecia Mumford David and Denise Murray La Raye Myers-Thomas* Andrew Navarette Judy Norris David O’Brien* Martin and Kitty O’Donnell Carolyn Orfanella Sary Ouch Halil Padir and Karen Marie Tegan Padir Gwendolyn Paquette Chris Parisi and Danita Jo Talbot

Mary Scott* Jerri Shaer* Emily Shea Steven Siegel* Burnell Singleton* Barry and Carmen Sitler Sarah Smith* Victoria Soutiere Alfreda Stokes Gregory Tanzer and Emma Zak Zakk Tapp and Kira Armajani Kathleen Toland and Kerri Coughlin Lydia and Walter Townsend Sara and David Walden Rosemary Walton* Phil Waters Antron Watson Stefanie Weiss Phoebe Whitwell

Wendy Perlman and Peter Antoszyk

Andrew Wiles

James Pugh*

Thomas Wilson*

Steven Kriedberg

Yvonne Quinama*

Andrea and Paul Wojciak

Adrian Krusell

David Rad

Deborah Wrighton-Wex

Kelly Kulsrud

Scott Rankin and Daniel Kamin

In-Kind Donations

Martha and Ronald Kleinman Judy Krenzel and Howard Wernick

Gail Laffer* Gerald Lake Shelton Land Sue Lee Nonie Lesaux Kari Lindegren Estella Mabrey*

2019 GENERATIONS INCORPORATED ANNUAL REPORT

Emily Fineberg Cheryl Rivers*

Maureen Willett*

Patricia Evans* Alex Lewis

Alan* and Linda Robbins Carol Robinson* Julia Ruiz* *denotes volunteer

SPOTLIGHT ON OUR VOLUNTEERS

Ettaree Moore, bottom row center, with her literacy team of volunteers at the Trotter K-8 School.

Kathy Milligan, center, was honored by Salem State University with the Dorothy M. Foley ‘48 Northeast Region Educator Award for her lifetime dedication and service to the students of Revere.

Ettaree Moore, Classroom Literacy Coach, William Monroe Trotter K-8 School, Dorchester

Kathy Milligan, Site Team Leader, A.C. Whelan Elementary School, Revere

In her seven years of service as a literacy coach at the William Monroe Trotter K-8 school in Dorchester, Ettaree Moore has made a lasting impact on her students, and she can easily pinpoint times when her students have left an impact on her.

A decade after her retirement as a school teacher, Kathy Milligan continues to have a positive impact on elementary students through her service as a Generations Incorporated Site Team Leader at the Whelan Elementary School in Revere, and supervises a team of 20 seasoned citizens who serve as literacy coaches for K-3rd grade students.

She credits her wonderful team for inspiring her to keep volunteering and the leadership from her team leader, Ms. Pat, who is always encouraging them.

“Even if you have a doubt, she will say, ‘You can do it!’,” says Ettaree.

“FROM THE MOMENT SHE STEPPED INTO HER FIRST CLASSROOM, MS. ETTAREE WAS ON HER MISSION TO GROW HER STUDENTS READING SKILLS. NOT ONLY WAS SHE CONCERNED ABOUT THE STUDENT’S LITERACY SKILLS, SHE WAS ALSO CONCERNED ABOUT THEIR PERSONAL NEEDS. MS. ETTAREE’S HEART HAS ALWAYS BEEN FOR ALL OF THE STUDENTS SHE SERVED AT THE TROTTER SCHOOL.” ­— Patricia Larts, Team Leader at the Trotter school

While many Generations Incorporated literacy coaches do not begin their service with a background in education, our program data shows the positive impact they have on students’ literacy development. These positive data studies are a testament to Kathy’s leadership and service as an exemplary role model for tutoring instruction.

“OUR ORGANIZATION IS FILLED WITH VOLUNTEERS LIKE KATHY. OUR VOLUNTEERS DON’T TALK ABOUT MAKING A DIFFERENCE, THEY ROLL UP THEIR SLEEVES EACH DAY AND COMMIT THEMSELVES TO MAKING A DIFFERENCE FOR THE STUDENTS THEY ARE SERVING.” — Wes Enicks, Executive Director

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WE RECOGNIZE THE 261 OLDER ADULT LITERACY COACHES WHO PROVIDED 52,188 HOURS OF TUTORING FROM SEPTEMBER 2018 TO JUNE 2019.

A.C. Whelan Elementary School, Revere Donna Bowden Geraldine Cancel Marjorie Coello Elaine Cox Dorothy D’Italia Sharon Danaher Margaret Dohnal Barbara Feuchter Marie Hennessey Theodora Justice Kathleen Milligan^ Leslie Clyne-DeCicco^^ Barbara Moschella

Olayemi Ajayi Kimberly Battle^^ Jacqueline Bridgeman Debra Canzater Cynthia Joseph Claudette Lawrence Jacqueline McClain Virine Morris La Raye Myers-Thomas^ Yvonne Quinama Mary Scott Shirley Thomas

Diane Parks

David Wilson

Mary Ann Picardi

Charles H. Taylor Elementary School, Mattapan

Alan Robbins Janice Tremonte Joanne Trovato Jennifer Wright Beachmont Veterans Memorial School, Revere Eric Bradlee Corinne Deveau Regina Gigliello Janice Gilman Nancy Glass Carol LaRosa Paula Litchman Michele Murphy Peggy Nucci Cheryl Rivers^ Arleen Silverlieb Tom Wilson 12

Berkshire Partners Blue Hill Boys and Girls Club, Dorchester

2019 GENERATIONS INCORPORATED ANNUAL REPORT

Joyce Adams Charmaine Barrett Annette Brown Rosetta Burns Valinda Corbin Charlene Drayton Delores Gay Deborah Gray Yvonne Jones^ Mary Parris Deborah SmithPressley^^ Janet Stewart Stephen Wright David A. Ellis Elementary, Roxbury Elizabeth Adams-Rowell

Vanessa Bell^^

Arlene Mason

Gloria Cassey

Sally Tso

Patricia Devin Lois James

Garfield Elementary School, Revere

Robert Jenkins

Leslie Clyne-DeCicco

Esther Lowe

Susan Coppola

Mina Porter

Gail Dwyer

Olga Velasquez

Darlene Ferguson

Josephine Watson^

Alice Gassiraro

Donna Weaver

Paul Ilchuck

Vivian Williams

Darlene Jones^

Edgerley Family South Boston Boys & Girls Club

Patricia Long

Linda Chiaramonte

Leah Singer

Monique Davies

Dorothy Martin Deborah Shapiro^^

Patricia Evans

John Winthrop Elementary School, Dorchester

Janet Getchell

Ruby Francis

Holly Grant

Debra Gardner Hussey

Eddie Hartfield

Kathleen Kenney

Christine Holley^

Tjendrawani Ong-Dahl

Ritu Khare

Ida Weldon^

Gail Laffer

Rosalind Woodberry

Donna McCarthy Cecelia Lorraine Schieve

Martin Luther King Jr. K-8 School, Dorchester

Charles Schuerhoff

Rahiel Bernard^

Eleanor Sullivan

Chandra Cardwell Williams

Sylvia Dowling^^

F. Lyman Winship Elementary School, Brighton

Phyllis Carlson Martha Curtis

Karen Dale

June Diamond

Cheryl Dockser

Gretchen Dietz

Suzanne Federspiel^

Jane Driscoll

Celeste Finison

Karen Jones

Kathleen Lally

David Kornetsky

Debbie Lubarr

Ann Foy

Doris Bock

Gweneth Mitchell

Pearl Gayle

Deborah Carrow

Joyce Rene

Ramona Jones-Weeks^

Audrey Cunningham

Shirley Royster^^

Marilynn Morgan

Ellen Demers

Joyce Smith

Cheryl Myers

Anne-Marie Desroches

Jean Smith

Elaine Randolph-Jones

Ruby Hill

Norma Steinberg

Mary Walker

Laura Kelley

Roslyn Walton

Karen Wontan^^

Judith Kidd

Rosemary Walton

Richard J. Murphy K-8 School, Dorchester

Joan Laws

Julie Dalton

Joanne Mathis

Geraldine Anderson

Roberta Falke

Christine McDaniel

Helen Barros

Patricia Lombard

Marjorie McMeo

Barbara Clanton

Joseph Mergel

Marguerite Murphy

Jean Clanton

Carol Robinson^

David O’Brien

Gloria Green^

Donna Schiller

Michelle Roman

Paula Stephens

Sheila Jackson

Ann Seligsohn

Lindsey Rosen

Barbara Loatman

Steven Siegel

Jerri Shaer

Mary Margaret Rose

James Vella

Adele Sheinfield

Young Achievers Science & Math K-8 School, Mattapan

Sheila Stewart

Staff Sergeant James J. Hill Elementary School, Revere

Sarah Smith

Mildred Avenue K-8 School, Mattapan

Priscilla Troupe Patrick Lyndon Pilot School, West Roxbury Steven Blum Barbara Burg Carrie Carrizosa Roxanne Commette^ Jo-Anne Downing Karen Durant James Hickey Lynne Mooney James Pugh Lana Rich Mary Ann Ruscito Cheryl Studley-Straut Mary-Ellen Thurm Ray Wellbaum^ Pauline A. Shaw Elementary School, Dorchester Debora Albury Brenda Elam

John Belmonte Jeannie Calello Victor Derosa Elizabeth Kirby Debra Laberge Rose MacDonald Patricia Pasquariello Mary Perry Phyllis Prizio Beverly Rogers Julia Ruiz Maureen Willett^ William Blackstone Innovation School, Boston South End Paula Andreottola^^ Margaret Arneaud

Susan Maltz

Barbara Sommerfeld Sharon Steele Dave Ulliani William Wolff^ William Monroe Trotter K-8 School, Dorchester Tanya Christie^^ Rosemarie Derosa Joyce Foster Johnnie Hawkins Jocelyn Heisser Hatha Jordan Patricia Larts^ Helen McClarence Leslie Middleton Stephanie Moore Ettaree Moore

Yawkey Boys & Girls Club of Roxbury Ruth Andrews Joycelyn Bush David Cahan

97%

Michelle Cherry Yvonne Desmond^^ McLeod Hite Lenora Holley Joana Johnson-Smith

of tutors reported that they were satisfied with the academic progress they made with students.

98%

Estella Mabrey^ Helen McClarence Shirley Monroe Mary Molly Nelson

of tutors reported that they were satisfied with the relationships they had with the students they tutored.

Norman Stembridge

98%

of tutors reported that participating in the EC program helped them stay physically and mentally active.

Inez Baptiste

97%

Judith Benjamin Margaret Brewster Nellene Chisholm Sandra Cramer Nancy Gilson Marilyn Haynes Betty Hoffman Rose King Mary Miller Valerie Miller-Wesley^^ Carol Noblin Catherine Olsen Burnell Singleton Christine Spencer Zena Thomas Dianne Thompson^ Lee Williams-Cardwell

Patricia Smith Cardicia Welcome

Emily Bagley Libby Blank

VOLUNTEER IMPACT IN 2019

^ denotes Site Team Leader ^^ denotes Asst. Team Leader

of tutors reported that the program increased their sense of purpose in life.

“

THE READING SUPPORT AND RELATIONSHIPS BUILT

BY OUR GENERATIONS STAFF NOT ONLY STRENGTHENS THE INDIVIDUAL CHILD BUT EXTENDS TO THEIR COMMUNITY AT LARGE. EVERY LITERATE CHILD HAS THE CAPACITY TO IMPROVE AND STRENGTHEN THEIR FAMILY, COMMUNITY AND WORLD.” Twana Santana-Embry, Instructional Coach, Martin Luther King Jr. K-8 School

2019 GENERATIONS INCORPORATED ANNUAL REPORT

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A NOTE FROM THE TREASURER CURRENT BOARD OF DIRECTORS

Tara Finnegan, Board Chair, Finnegan Consulting Michelle Roman, Board Vice Chair and Clerk, AARP Experience Corps Volunteer Megan McBryde, Board Treasurer, Takeda George Blount, nBalance Financial Amy Danforth, Fidelity Investments Barbara McMahon Wai-chi Mok, Blue Cross Blue Shield of Massachusetts Tom Weber, Eastern Bank Bill Wolff, AARP Experience Corps Volunteer

CURRENT STAFF

Jen Bowen Flynn, Deputy Director

Virginia (Ginny) Bridgeman, Cluster Manager Dr. Salvatore Cammarata, Lead Cluster Manager CynthiAnn Cornelius, Office Team Leader Wes Enicks, Executive Director Leah Hoang, Director of Human Resources and Operations

Dear Supporters, Over the last few years, Generations Incorporated has successfully secured numerous multi-year grants. As those grants are released from time restrictions each year, overall net assets have decreased. Although the organization ended Fiscal Year 2019 with a small deficit of $2,380 and net assets decreased from the previous year, the organization continues to remain fiscally healthy.

The Board of Directors has successfully built a designated fund to be used for purposes as the Board deems appropriate. In the beginning of Fiscal Year 2019, Generations Incorporated contracted with Empower Success Corps to facilitate a strategic planning process.

The total cost of this contract was $10,000 for six months of work with three experienced consultants. At the Nov. 13 meeting, the Board of Directors approved the funding of this consultant agreement from the Board Designated Fund. As this was an additional expense to the previously approved budget, the Board understood that the audited financials may show a deficit at year end.

In July 2019, GI launched a new multi-year strategic plan, Read to Grow. The organization is now well positioned for significant growth of our proven literacy model in order to realize our vision and collaboratively move the literacy needle within Eastern Massachusetts. Through the Read to Grow Strategic Plan, the organization also strives to raise $170,000 to bolster the Board Designated Funds over the next three years.

Lisa Higgins, M.Ed, Cluster Manager and Social Innovation Fund Project Director

Thank you for your generous support in 2019 and continued partnership as we work to address the youth literacy crisis.

Andrea Kalsow, Development Manager

Sincerely,

Venecia Mumford, Cluster Manager La Raye Myers-Thomas, Recruitment Specialist Eveian Salmon, Database Coordinator Kathleen Schweitzer, Director of Finance and Administration Liz Yanishevsky, Recruitment and Training Specialist 14

2019 GENERATIONS INCORPORATED ANNUAL REPORT

Megan McBryde 2020 Board Treasurer

AUDITED FINANCIALS JULY 1, 2018 - JUNE 30, 2019

INCOME

Revenue Government Grants

$289,635

Private Grants

$688,106

Individuals $110,123 Event (Net)

$100,294

In-Kind Donations

$739,042

Government Grants 13%

Earned Revenue

$302,388

Private Grants 31%

Total $2,229,587

Operating Expenses Classroom Literacy Reading Coaches Active Aging

Individuals 5% Event (Net) 5% In-Kind Donations 34% Earned Revenue 12%

$1,446,444 $426,135 $39,155

Administrative $178,070 Fundraising $142,163

OPERATING EXPENSES

Total $2,231,967 Surplus/(Deficit)

(-$2,380)

Classroom Literacy 65% Reading Coaches 19% Active Aging 2% Administrative 8% Fundraising 6%

2019 GENERATIONS INCORPORATED ANNUAL REPORT

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OUR PLAN FOR THE FUTURE: READ TO GROW STRATEGIC PLAN We envision a day when all students, regardless of zip code, enter the fourth grade as proficient readers poised for academic success.

Generations Incorporated is ready to grow our proven model in order to move the literacy needle in Eastern Massachusetts.

Key Objectives

1

2

3

4

Innovate and standardize program model

Achieve first-in-class awareness and recognition through updated branding

Expand to a new school district

Solidify and grow our financial foundation

Learn more about how we are achieving this vision at generationsinc.org/readtogrow

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2019 GENERATIONS INCORPORATED ANNUAL REPORT