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Habitat for Humanity Metrowest - Greater Worcester Inc

 111 Park Avenue
 Worcester, MA 01609
[P] (508) 799-9259
[F] (508) 791-7511
http://www.habitatmwgw.org
office@habitatmwgw.org
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INCORPORATED: 1982
 Printable Profile (Summary / Full)
EIN 22-2583590

LAST UPDATED: 08/29/2013
Organization DBA --
Former Names Greater Worcester Habitat (2007)
MetroWest Habitat for Humanity (2007)
Organization received a competitive grant from the Boston Foundation in the past five years No

Overview

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Mission StatementMORE »

The mission of Habitat for Humanity-MetroWest/Greater Worcester is to create simple, decent homes in our communities by working in continuing partnership with God's people in need who are committed and able to become homeowners.  Habitat’s volunteers believe that the greatest means to assist families is in providing a homeownership opportunity.  Simple, decent, and affordable housing can have a profound impact on stabilizing a family, and providing for long-term security.  The Habitat program is one of self-empowerment: ”a hand up, not a hand out.”

Mission Statement

The mission of Habitat for Humanity-MetroWest/Greater Worcester is to create simple, decent homes in our communities by working in continuing partnership with God's people in need who are committed and able to become homeowners.  Habitat’s volunteers believe that the greatest means to assist families is in providing a homeownership opportunity.  Simple, decent, and affordable housing can have a profound impact on stabilizing a family, and providing for long-term security.  The Habitat program is one of self-empowerment: ”a hand up, not a hand out.”

FinancialsMORE »

Fiscal Year July 01, 2012 to June 30, 2013
Projected Income $1,229,800.00
Projected Expense $1,229,492.00

ProgramsMORE »

  • Cars for Homes
  • Home Building
  • Neighborhood Revitilization Initiative
  • The ReStore
  • Volunteers

Revenue vs. Expense ($000s)

Expense Breakdown 2011 (%)

Expense Breakdown 2010 (%)

Expense Breakdown 2009 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Statements

Mission Statement

The mission of Habitat for Humanity-MetroWest/Greater Worcester is to create simple, decent homes in our communities by working in continuing partnership with God's people in need who are committed and able to become homeowners.  Habitat’s volunteers believe that the greatest means to assist families is in providing a homeownership opportunity.  Simple, decent, and affordable housing can have a profound impact on stabilizing a family, and providing for long-term security.  The Habitat program is one of self-empowerment: ”a hand up, not a hand out.”

Background Statement

Habitat for Humanity-MetroWest/Greater Worcester’s (HFH-MWGW) mission is to create decent homes in good communities by working in continuing partnership with those in need who are committed and able to become homeowners. We believe that the greatest means to assist families is in providing homeownership opportunities. A simple, safe, and affordable home can have a profound impact on stabilizing a family and providing long-term security. The Habitat program is one of self-empowerment: we offer families A Hand Up, Not a Hand Out – we build homes with families, not for them.

Habitat for Humanity International, the 6th largest U.S. homebuilder, has built 500,000 + houses throughout the world, providing more than 2.5 million people with safe, decent, affordable shelter. Locally, HFH-MWGW, an affiliate of International, works as a developer, a social agency and a bank. Over the past 27 years, HFH-MWGW has completed 33 homes, providing permanent, stable homes for 47 adults and 79 children. 2012 will see the completion of another home (Worcester), serving an additional 1 adult and 1 child. In the past three years, HFH-MWGW has expanded its capacity to build homes, recently adding five homes to our portfolio with another six in the pipeline over the next two years. Since our merger with the MetroWest Habitat in 2007, HFH-MWGW has worked hard to create a presence in the 29 towns it serves.The magic of Habitat is through community residents of all ages and all walks of life who have contributed their personal time with fund-raising, outreach and construction efforts to make these homes a reality.

HFH-MWGW builds houses with families who earn between 25 - 60% of the area median income and do not qualify for other homeownership programs. Habitat homeowners are pre-qualified and expected to contribute 400-500 hours of ‘sweat equity' to constructing either their home or someone else’s. After completion, they purchase the house at a 0% interest mortgage based on 30% of family income minus taxes and utilities. A partnership is established between the Habitat family and HFH-MWGW for the next 30 years as HFH-MWGW offers each family support, financial educational opportunities and loan maintenance.


Impact Statement

2012 has been a year of major growth for us. We are going from building 2 homes a year to 4 homes a year. By the end of 2012 we will have dedicated 4 homes, bringing the total number to 34, providing permanent, stable homes for 48 adults and 80 children.This fall we will be breaking ground for 6 more homes (2 in Worcester, 4 in Wayland) and helping 6 more families find stable, decent, affordable housing.

Our ReStore, a retail outlet selling new and gently used building/home improvement materials and home furnishings, has increased their hours of operation to 4 days a week and will be looking at additional days in the future. Establishing relationships with community partners to expand the donor base will also be a priority. Proceeds from every item sold at the ReStore goes directly to fulfilling our mission of building homes for those in need.
 
We will complete another 2-3 Veteran’s Initiative projects this year helping to modify the homes of disabled Veteran’s for their accessibility or making a critical home repair. We will increase our presence in the community with smaller Neighborhood Revitalization Projects by making home repairs, adding wheelchair ramps, cleaning up lots and other projects that can bring a neighborhood together.

Building homes, building hope, building communities.


Needs Statement

In this next year we need to raise more than 1 million dollars
just to fund the 6 homes we’re breaking ground on this fall ($712,000 –
Wayland, $300,000 – Worcester). In addition we need to raise funds for our Critical Home Repair Projects forr Veterans, our Neighborhood Revitalization Initiatives, and administrative costs. 

As we build in additional towns it is critical that we recruit and engage more volunteers as our homes are built with over 90% volunteer labor – truly engaging the communities in all that we do. 

We need to look for available land or foreclosed homes that can be donated for future build projects. In doing so we will be reaching out to more of the cities and towns in our service area, broadening our reach. We currently are discussing these opportunities with Chase Bank and Bank of America.

Increasing the donations of merchandise for us to resell at our ReStore is another area where we will be focusing. We are forming relationships with area towns to have receptacles at their transfer stations so residents can drop off their donations in-town. Our free pick-up policy has encouraged larger and more frequesnt donations. The ReStore will be reaching out to more Real Estate offices and organizations to help spread the word.


CEO Statement

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Board Chair Statement

It is really a privilege to be in a leadership role with an organization as recognizable and impactful as Habitat for Humanity. We have gone from building 1 home per year to building 4 homes per year at HFH MetroWest/Greater Worcester, and plan to grow exponentially from here. We are also deeply involved in home repairs for veterans under a special program from HFH International. In my 30+ years involvement with Habitat I have seen success story after success story … the model simply works. We require 400-500 hours of sweat equity from our partner families, so our volunteers frequently work side by side with the families who will be receiving the homes. We provide “a hand up, not a hand out” and require 3 things from our families: the ability to pay a 0% interest, $0 profit mortgage (based on 30% of the families income minus housing expenses such as taxes and utilities); the willingness to partner with HFH; and a demonstrated need for an affordable, safe, decent home. We believe this is a right … not a privilege. This has a profound effect on stabilizing a family.

Recently I was contacted by one of our new home owners who told me that her 16 year old son had gone from failing grades in school to all
A’s & B’s. His high school principal was unaware of the new HFH home and called to ask what had changed in his life. The only difference was his new home. But this shift in his life prompted him to change his circle of friends to a much more positive group, and he was able to re-focus on his school work and live in a more positive manner. The change was dramatic and continues to this day. This is not uncommon, and frankly I have come to expect it. I have seen it occur in case after case, where safe, decent, affordable housing changes entire generations of families and raises them up out of poverty.

The model simply works and I am very proud to be part of this wonderful organization.

Geographic Area Served

METROWEST REGION, MA
CENTRAL REGION, MA

Ashland, Auburn, Boylston, Charlton, Framingham, Grafton, Holden, Holliston, Hopkinton, Leicester, Marlborough, Millbury, Natick, Northborough, Northbridge, Oxford, Paxton, Rutland, Sherborn, Shrewsbury, Southborough, Southbridge, Sturbridge, Sudbury, Sutton, Wayland, West Boylston, Westborough, Worcester

Organization Categories

  1. Housing, Shelter - Housing & Shelter NEC
  2. Community Improvement, Capacity Building - Community & Neighbourhood Development
  3. Housing, Shelter - Housing & Shelter NEC

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)

No

Programs

Cars for Homes

By donating a car to Cars for Homes, Habitat for Humanity International's vehicle donation program, you support our mission of building houses in partnership with families in need of a handup, not a handout. It is quick and easy to donate automobiles, trucks, boats, RV’s, motorcycles, construction equipment and other vehicles ~ running or not. We save you the time and energy of finding a buyer,  plus, you may be eligible for a tax deduction. Just call 1-877-277-4344 and Habitat will do all of the work!

Budget  $0.00
Category  Philanthropy, Voluntarism & Grantmaking, General/Other Philanthropy, Voluntarism & Grantmaking, General/Other
Population Served Adults
Program Short-Term Success 

We plan to develop a partnership with local car dealers for them to offer our Cars for Homes program to their customers that may have a trade-in that isn’t a good fit for their lot. By saving the dealer a trip to the car auction we receive funds.  By promoting the program through social media and putting information about it in letters to our donors we’ve already seen the donations increase.

Program Long-Term Success  We'd like to reach $100,000 in donations received from this initiative within 2 years.
Program Success Monitored By  The monies brought in through this initiative are monitored quarterly. 
Examples of Program Success  We had the sister of one of our long time volunteers donate her car to the program and specify that the funds go to us even though she did not live in our service area. Our volunteers are talking about the program and letting them know it’s an easy way to support us.

Home Building

We organize local resources to build affordable housing and provide simple, decent houses to families earning between 25% - 60% of the area’s median income. We partner with these families to provide a 0% interest mortgage after they have completed their sweat equity hours and financial planning classes. 
Budget  $100,000.00
Category  Housing, General/Other Affordable Housing
Population Served Families Other Economic Level
Program Short-Term Success 

In addition to the lives of a family changing, each Build Project will have a significant impact on the town and its neighboring communities with the spirit of volunteerism that occurs throughout this project. The magic of Habitat is the level of community involvement and support garnered for each Project. The future Habitat homeowners will work alongside these volunteers of all ages, backgrounds and skill levels. Volunteers see the real face of affordable housing need and homeowner applicants meet a caring and involved community.

Program Long-Term Success 

Upon completion of a home, families find stability and hope within their lives; Habitat strengthens communities by helping families help themselves. Families are able to break free from the cycle of poverty through the availability of stable housing. A stable home, in turn, helps a child’s educational success; many times children can stay in the same school system. Family lives are improved, housing costs are stabilized,
and job performance and prospects are on the rise. The results are life
changing.

Program Success Monitored By 
Families stay in their homes and continue to thrive. We hear stories of children's grades improving, homeowners gettting promotions and families having great pride in their home.
Examples of Program Success  One of recent homeowners' 16 year old son had gone from failing grades in school (before Habitat) to all A’s & B’s. His high school principal was unaware of the new Habitat  home and called to ask what had changed in his life. The only difference was his new home. But this shift in his life prompted him to change his circle of friends to a much more positive group, and he was able to re-focus on his school work and live in a more positive manner. The change was dramatic and continues to this day. Furthermore he has set an example for his three younger siblings to work hard in school and appreciate thei new life together as a family.

Neighborhood Revitilization Initiative

Through the Neighborhood Revitalization Initiative, HFH-MW/GW will serve more families by responding to community needs with an expanded array of products, services and partnerships, enhancing the quality of life for all. Community revitalization addresses not only housing needs but also residents’ quality of life. We know the transformative effect safe, decent housing can have on a family. Through NRI we can offer basic house repairs for existing low-income homeowners, critical home repairs, and weatherization to make existing homes more energy efficient and affordable.

Budget  $0.00
Category  Housing, General/Other Home Repair Programs
Population Served Poor,Economically Disadvantaged,Indigent Elderly and/or Disabled
Program Short-Term Success 
In the sort term more familes will have pride in their homes and be able to live comfortably with safety issues taken care of at their homes.
Program Long-Term Success 

We will increase the number of families that we can serve and
therefore strengthen more communities. We will expand on our mission by not only building homes for those in need but also helping to repair exsisting homes for homeowners who otherwise would not be able to pay for the repairs.

Program Success Monitored By  We apply for grants to help with these projects and continue to be granted monies to complete them. We count how many projects we can complete and the satisfaction of the homeowners we help. We have to report on the projects we've completed as part of the renewal process for a grant from the Home Depot Foundation which we were just awarded again this year.
Examples of Program Success  We were able to fix a deteriorated roof for a disabled WWII veteran and add a wheelchair ramp to another veteran’s home. We also joined with another local organization to do exterior maintenance for an elderly woman.

The ReStore

The Habitat for Humanity-MetroWest/Greater Worcester ReStore is a retail outlet that sells quality, new and gently-used construction and home improvement materials as well as home furnishings for a fraction of regular retail prices.The ReStore provides an environmentally and socially responsible way to keep good, reusable materials out of the waste stream all while helping to make the dream of homeownership a reality for low-income families in the MetroWest and Greater Worcester areas.

Budget  $459,929.00
Category  None of the above
Population Served Adults College Aged (18-26 years)
Program Short-Term Success  We have increased our sales by over 240% from last year to this year. 
Program Long-Term Success 

The ReStore is a Green initiative, our long term our goal is to reduce the amount of waste going into our landfills. We’d like to add another day of operation to the weekly calendar and open another donation
center/store location in the future. It is our intention to raise enough funds to actually fund the contruction of a new home.

Program Success Monitored By  Growth of sales and donations are reviewed monthly.
Examples of Program Success  The ReStore is open from Wednesday – Saturday and each Wednesday morning there is a line of contractors and do-it-yourselfers at the door waiting to see what’s new. People come back frequently and they tell their friends and coworkers as they know the donated items move off the floor as fast as they come in. The ReStore concept has been well received.

Volunteers

Volunteers are the heart and soul of Habitat. Habitat homes are
built with 93% volunteer labor; Habitat relies on the generosity of
individuals, groups, and organizations to provide their time and support.
HFH-MW/GW will engage a minimum of 750 volunteers providing over 3000+ hours of community service for each home we build.

Budget  $0.00
Category  Philanthropy, Voluntarism & Grantmaking, General/Other Volunteer Training & Placement
Population Served Adults College Aged (18-26 years) K-12 (5-19 years)
Program Short-Term Success  We are participating in volunteer fairs to increase the number of immediate volunteers. We are also participating in “Lunch & Learns” opportunities at local businesses.
Program Long-Term Success  We will have HFH chapters with a strong commitment to working with us in all of the local High Schools and Colleges. We’ll bring in highly skilled retirees to volunteer with us by connecting with senior service organizations.   
Program Success Monitored By  By monitoring how far in advance we have our build days filled we can see if what we are doing is successful. We track how often the volunteers come back and inquire about the experience they had with us. We know its working because we’ve had to increase the amount of individual volunteer days we offer.
Examples of Program Success  We have volunteers who come back time after time and become “regulars” on our build sites.  People will come out with their company for a Corporate Team Build Day and end up coming back on an individual build day because they had a great time. One gentleman from one of our corporate builds has come back numerous times and has brought his sons (20 and 16) with him to build. We have two large groups of women who come out each year for our Women Build weekend and use it as a reunion to meet up with their friends.

CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Mr. Tim Firment
CEO Term Start July 2012
CEO Email tim.firment@habitatmwgw.org
CEO Experience --
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
Harriett Lebow 2009 --
J. Douglas Havens 2005 --

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 5
Number of Part Time Staff 10
Number of Volunteers 501
Number of Contract Staff 0
Staff Retention Rate % --

Staff Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 0
Caucasian: 12
Hispanic/Latino: 2
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 8
Male: 7
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers --
Management Succession Plan --
Business Continuity of Operations Plan No
Organization Policies And Procedures Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit Yes
State Registration --

Risk Management Provisions

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Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Semi-Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Governance


Board Chair Mr. Michael Wimberly
Board Chair Company Affiliation Staples, Inc
Board Chair Term Dec 2013 - Dec 2013
Board Co-Chair Vicki Hammel
Board Co-Chair Company Affiliation Interim Minister
Board Co-Chair Term Dec 2012 - Dec 2013

Board Members

Name Company Affiliations Status
Pamela Adams B. Adams Interiors Voting
Lora Baldracchi Retired Voting
Sue-Anne Bock Re/Max Vision Voting
Howard Drobner Hewlett Packard Voting
Tim Firment Habitat for Humanity - MetroWest/Greater Worcester Exofficio
Mark Foss FletcherTilton Voting
Joshua Freier Intel, Inc --
Jyothi Grama Planner and Architect Voting
Vicki Hammel Iterim Minister Voting
W. Robert Knapik Esq. Attorney, private practice Voting
Elaine Latino Retired Voting
Meghan Liddy Fidelity Bank Voting
W. Gifford Perry Construction Services Voting
Elyse Robertson smith&jones Voting
Josh Rose Swing Design Voting
Melissa White Rehabilitative Resources --
Robert Wilby Retired Voting
Michael Wimberly Staples, Inc Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 17
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 1
Other (if specified): Indian
Gender Female: 9
Male: 9
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % --
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 98%
Percentage of In-Kind Contributions 5%
Constituency Includes Client Representation No

Standing Committees

  • Building
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Finance
  • Housing and Community Development
  • Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)

CEO/Executive Director/Board Comments

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Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2011 (%)

Expense Breakdown 2010 (%)

Expense Breakdown 2009 (%)

Fiscal Year July 01, 2012 to June 30, 2013
Projected Income $1,229,800.00
Projected Expense $1,229,492.00
Form 990s

2011 990

2010 990

2009 990

Audit Documents

2011 Audited Financials

2010 Audited Financials

2009 Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2011 2010 2009
Total Revenue $900,257 $630,291 $504,083
Total Expenses $722,566 $562,150 $479,489

Prior Three Years Revenue Sources

Fiscal Year 2011 2010 2009
Foundation and
Corporation Contributions
$159,473 $154,812 $55,837
Government Contributions $89,184 $19,579 $66,872
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $89,184 $19,579 $66,872
Individual Contributions $125,987 $34,541 $113,679
Indirect Public Support -- -- --
Earned Revenue $113,832 $263,765 $138,915
Investment Income, Net of Losses -- -- --
Membership Dues -- -- --
Special Events $84,848 $43,577 $59,072
Revenue In-Kind $321,535 $112,732 $58,254
Other $5,398 $1,285 $11,454

Prior Three Years Expense Allocations

Fiscal Year 2011 2010 2009
Program Expense $517,484 $423,151 $401,014
Administration Expense $101,957 $78,739 $35,261
Fundraising Expense $103,125 $60,260 $43,214
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.25 1.12 1.05
Program Expense/Total Expenses 72% 75% 84%
Fundraising Expense/Contributed Revenue 22% 24% 15%

Prior Three Years Assets and Liabilities

Fiscal Year 2011 2010 2009
Total Assets $1,178,326 $906,736 $828,940
Current Assets $592,612 $379,013 $343,274
Long-Term Liabilities $0 $0 $0
Current Liabilities $155,467 $61,568 $51,913
Total Net Assets $1,022,859 $845,168 $777,027

Prior Three Years Top Three Funding Sources

Fiscal Year 2011 2010 2009
1st (Source and Amount) Fuller Foundation $50,000.00
Town of Sudbury $19,579.00
Town of Sudbury $15,350.00
2nd (Source and Amount) The Stoddard Charitable Trust: $20,000.00
Saint Gobain Corporation Foundation $10,050.00
Sudbury United Methodist Church $14,700.00
3rd (Source and Amount) Greater Worcester Community Foundation $12,000.00
Greater Worcester Community Foundation $10,000.00
Gravestar Incorporated, Greater Worcester Community Fdn, Middlesex Savings Bank Charitable Fdn, St. John Evangelical Lutheran Church of Sudbury (All at Same Amount) $10,000.00

Financial Planning

Endowment Value --
Spending Policy Income Only
Percentage(If selected) --
Credit Line Yes
Reserve Fund No
How many months does reserve cover? --

Capital Campaign

Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

Short Term Solvency

Fiscal Year 2011 2010 2009
Current Ratio: Current Assets/Current Liabilities 3.81 6.16 6.61

Long Term Solvency

Fiscal Year 2011 2010 2009
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments

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Foundation Comments

For the FY 10 and FY 11 audits, the independent auditors issued a qualification to their opinion regarding the valuation store inventory/ donated property.  Please review the auditors opinion for further information.  Financial summary data in charts and graphs are per the organization's audited financials. 

Documents


Impact

The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.


1. What is your organization aiming to accomplish?

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2. What are your strategies for making this happen?

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3. What are your organization’s capabilities for doing this?

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4. How will your organization know if you are making progress?

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5. What have and haven’t you accomplished so far?

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