2017-05-10T10:19:02-05:00 2016-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBOROUGH MA 01581 990 2016-01-01 201678932 ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY INC ROSE 6172920020 185 KNEELAND STREET BOSTON MA 02111 JESSE BRACKENBURY EXECUTIVE DIRECTOR 6172920020 2017-05-09 1 DAVID KELLEHER CPA P01059560 5083669100 2017-05-09 64.197.103.66 2017-05-09 14:04:22 ED P BC5926B0E490F04D1ABA71567B078B8614800D21 6D095379B11E9419142C5CE570F93EEB6E803F1B 2016 2021-01-29 14:40:06Z JESSE BRACKENBURY 185 KNEELAND STREET BOSTON MA 02111 6231964 0 X WWW.ROSEKENNEDYGREENWAY.ORG X 2004 MA SEE ATTACHED SCHEDULE O (MISSION STATEMENT, 2005) THE ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY IS A PRIVATE, NON-PROFIT CORPORATION DEDICATED TO RAISING BROAD-BASED SUPPORT TO ENSURE STANDARDS OF EXCELLENCE IN THE DESIGN, SUSTAINABILITY AND USE OF THE ROSE FITZGERALD KENNEDY GREENWAY. TO SECURE THE GREENWAY'S FUTURE AS ONE OF AMERICA'S FOREMOST URBAN PARKS, THE CONSERVANCY ADVOCATES FOR STANDARDS OF CONSISTENCY AND EXCELLENCE IN DESIGN; MANAGES ITS OPERATIONS WORKING COLLABORATIVELY TO CREATE, FINANCE, PROMOTE, AND COORDINATE PUBLIC PROGRAMS AND EVENTS FOR THE GENERAL PUBLIC TO ENJOY; AND RAISES ADEQUATE AND STABLE FUNDING IN SUPPORT OF LONG-RANGE PUBLIC USES. THE CONSERVANCY WORKS TO ACHIEVE ITS PUBLIC MISSION IN A PUBLIC/PRIVATE PARTNERSHIP WITH THE COMMONWEALTH OF MA. 18 18 52 890 0 0 1525462 3663626 478117 956687 607912 438908 1567 -107372 2613058 4951849 0 0 0 0 1166332 2568985 0 0 470383 1387547 2232302 2553879 4801287 59179 150562 20094385 20700534 319056 362620 19775329 20337914 X SEE PART I, LINE 1 0 0 2574434 104016 SEE SCH O-MAINTENANCE, HORTICULTURE, AND RANGERSSUMMARY AND ACCOMPLISHMENTS:THE NON-PROFIT CONSERVANCY IS THE DESIGNATED STEWARD OF THE ROSE KENNEDY GREENWAY, A CONTEMPORARY PARK IN THE HEART OF BOSTON. THE CONSERVANCY MAINTAINS, PROGRAMS, FINANCES, AND IMPROVES THE 1.5-MILE GREENWAY ON BEHALF OF THE PUBLIC.2016 (FY16) WAS THE CONSERVANCY'S FIRST JANUARY 1 - DECEMBER 31 FISCAL YEAR, FOLLOWING THE JULY 2015 APPROVAL BY THE BOARD OF DIRECTORS OF A CHANGE FROM JULY 1-JUNE 30. AS FY15 WAS AN EIGHTEEN-MONTH FISCAL YEAR ADJUSTMENT PERIOD, THE CONSERVANCY FILED TWO FORM 990'S. THE FIRST FILING WAS FOR TAX YEAR 2014 AND COVERED THE TWELVE-MONTH PERIOD JULY 1, 2014 - JUNE 30, 2015. THE SECOND FILING, REFERENCED IN THE 2016 FILING AS "PRIOR YEAR," WAS FOR TAX YEAR 2015 AND COVERED THE SIX-MONTH PERIOD JULY 1, 2015 - DECEMBER 31, 2015.THE CONSERVANCY CONTINUED TO MAKE THE GREENWAY A JOY-FILLED PLACE FOR RESIDENTS AND VISITORS:THE CONSERVANCY CONTINUED ITS LEADING ROLE IN PRESENTING ROTATING EXHIBITIONS OF CONTEMPORARY PUBLIC ART. AI WEIWEI'S CIRCLE OF ANIMALS/ZODIAC HEADS: BRONZE AND MEHDI GHADYANLOO'S SPACES OF HOPE MURAL RECEIVED INTERNATIONAL ATTENTION. THE BOSTON GLOBE'S ART CRITIC DECLARED SPACES OF HOPE "BRILLIANT AND "A TRIUMPH."FREE PROGRAMS NOW TOP 400 ANNUALLY, INCLUDING 126 FITNESS CLASSES AND DIVERSE NEW FESTIVALS. 1,379,000 VISITORS ENJOYED THE 400 FREE EVENTS, CAROUSEL, FOOD TRUCKS, AND FREE WI-FI, AND MILLIONS MORE CASUALLY ENJOYED THE FOUNTAINS, GARDENS, AND PLAZAS.WE ADDED THE PLAYCUBES TO CHINATOWN PARK, ADDED PLAY PROGRAMMING, AND EXPANDED A PARTNERSHIP WITH THE BOYS & GIRLS CLUBS OF BOSTON. WE MADE HORTICULTURE IMPROVEMENTS TO THE APPROXIMATELY 1.3 ACRES OF PUBLIC PROPERTY THAT WE GAINED RESPONSIBILITY FOR IN 2015. WE CELEBRATED THE PLANTING OF THE PARK'S 150,000TH BULB.OUR MAINTENANCE TEAM MADE NUMEROUS REPAIRS AND IMPROVEMENTS THROUGH THE PARK. HORTICULTUREWE CONTINUE TO IMPROVE THE GREENWAY'S BEAUTY THROUGH SKILLED, ATTENTIVE MAINTENANCE AND IMPORTANT, THOUGHTFUL IMPROVEMENTS. THE CONSERVANCY USES ORGANIC AND SUSTAINABLE LANDSCAPE PRACTICES THAT ARE INNOVATIVE, AWARD-WINNING, AND FISCALLY SOUND. THE GREENWAY IS ONE OF A HANDFUL OF ORGANICALLY-MAINTAINED PUBLIC PARKS IN THE UNITED STATES. GREENWAY PLANTS ARE HEALTHIER, MORE RESILIENT, AND BETTER ABLE TO WITHSTAND THE STRESS OF PUBLIC USE AND THE DEMANDS OF AN URBAN ENVIRONMENT BECAUSE OF OUR MANAGEMENT PRACTICES. THE CONSERVANCY'S POLICY OF NOT USING HERBICIDES AND TOXINS ALSO ENSURES THAT RUN-OFF FROM THE PARKS WILL NOT POLLUTE BOSTON HARBOR OR HARM THE DELICATE MARINE LIFE. CHILDREN AND PETS CAN FREELY AND SAFELY PLAY ON OUR PARK LAWNS WITHOUT THE WORRY OF PESTICIDES. A HARVARD KENNEDY SCHOOL TEAM PARTNERED WITH US AND DETERMINED THAT OUR DAILY ORGANIC CARE IS LESS EXPENSIVE THAN A NON-ORGANIC APPROACH. THE CORNERSTONE OF OUR ORGANIC APPROACH IS COMPOST TEA. SUCCESS WITH NATURAL SOIL BIOLOGY HAVE IMPROVED PLANT HEALTH AND ROOT DEPTH, ALLOWING FOR DECREASED APPLICATIONS OF COMPOST TEA AND ORGANIC FERTILIZER OVER TIME. OUR SUSTAINABILITY EFFORTS HAVE EARNED US A MAYOR'S GREENOVATE AWARD, AND THE PARK IS A NATIONAL WILDLIFE FEDERATION CERTIFIED WILDLIFE HABITAT. A WALK DOWN THE GREENWAY REVEALS LUSH, GREEN GRASS AND THRIVING GARDEN BEDS. OUR SUSTAINABLE HORTICULTURE PRACTICES INCLUDE WEED MANAGEMENT, TOP SEEDING, AND AERATION, ORGANIC DEBRIS COMPOSTING FOR FERTILIZER APPLICATIONS, AND EFFICIENT WATER USAGE. IN ADDITION, THE GREENWAY'S DEWEY SQUARE PARK FEATURES POLLINATOR, EDIBLE, DEMONSTRATION, AND RAIN GARDENS. 74 PLANTER CONTAINERS THROUGHOUT THE PARK ARE CHANGED OUT SEASONALLY WITH ARRANGEMENTS CONSISTENT WITH THEIR PARK SURROUNDINGS. WE CONTINUE OUR CONTRACTED SPECIALTY ORGANIC SERVICES FOR THE FEDERAL RESERVE BANK OF BOSTON. IN 2016, WE RENOVATED FOUR GARDEN AREAS. IN CHINATOWN PARK, WE COMPLETELY REPLANTED A TRIANGULAR BED TO BRING BETTER FOUR-SEASON INTEREST. WE CONTINUED THE RENOVATION OF THE WHARF DISTRICT'S HARBORSIDE GARDEN BEDS; THIS YEAR, THE GARDEN SOUTH OF MILK STREET WAS REDESIGNED FOR GREATER FOUR SEASON INTEREST AND BETTER BUFFERING FROM TRAFFIC. WE CREATED A POLLINATOR GARDEN STRIP IN THE FINANCIAL DISTRICT WITH AN IN-HOUSE DESIGN AND INSTALLATION; THIS CONTINUES OUR EFFORTS TO MAKE THE GREENWAY A 1.5-MILE "BUTTERFLY CORRIDOR." THE LINCOLN STREET TRIANGLE IN THE LEATHER DISTRICT NEIGHBORHOOD HAS AN INNOVATIVE NEW GARDEN DESIGN THAT INCLUDES STEEL CORE RINGS, STONE MULCH, A LOCAL ARTIST'S MURAL, AND BETTER SIGHTLINES; THE NEW ENVIRONMENT AND ADDED SEATING HAVE CREATED A GATHERING SPOT. OUR VOLUNTEER PROGRAM OFFERS OPPORTUNITIES FOR INDIVIDUALS AND COMPANIES FOR HANDS-ON LEARNING WHILE THEY ASSIST WITH PARK STEWARDSHIP. SHOULDER-TO-SHOULDER WITH OUR HORTICULTURAL STAFF, THE COMMUNITY LEARNS ABOUT OUR ORGANIC CARE IN THIS ROOF-TOP GARDEN. IN 2016 HORTICULTURE WELCOMED 692 VOLUNTEERS WHO CONTRIBUTED 2,767 HOURS FOR HORTICULTURE AND MORE. ON THE STRENGTH OF REVIEWS FROM VOLUNTEERS, THE CONSERVANCY HAS WON THE TOP RATED AWARD FROM GREATNONPROFITS.ORG MULTIPLE YEARS RUNNING.MAINTENANCEOUR MAINTENANCE TEAM CARES FOR SEVEN WATER FEATURES, ACRES OF GRANITE PAVING, COMPLEX LIGHTING SYSTEMS AND MORE. THE CONSERVANCY'S MAINTENANCE STAFF HANDLES REPAIRS, FOUNTAIN MAINTENANCE, VEHICLE MAINTENANCE, MASONRY, AND OTHER SKILLED TASKS. SEASONALLY, THE MAINTENANCE TEAM SETS OUT AND REMOVES MOVEABLE FURNITURE, AND SUPPORTS INFRASTRUCTURE FOR WINTER LIGHTING AND PUBLIC ART. THEY ALSO OVERSEE OUR CONTRACTED NON-PROFIT PARTNER, WORK INC., WHICH EMPLOYS INDIVIDUALS WITH DISABILITIES. WORK INC. HANDLES BASIC PARK CARE-INCLUDING LAWN MOWING, LITTER AND TRASH REMOVAL, AND SNOW REMOVAL. IN 2016, MAINTENANCE MADE FIXES AND IMPROVEMENTS THROUGHOUT THE GREENWAY. SUBSURFACE DRAINS WERE CLEANED OUT, DEFECTIVE LIGHTING WAS REPAIRED, AND ELECTRICAL OUTLETS WERE REPAIRED OR REPLACED. SEVERAL NEW TRASH RECEPTACLES WERE INSTALLED. STONE, BRICK AND CONCRETE PAVERS THAT HAD BECOME LOOSE WERE RESET. NEW DEHUMIDIFIERS WERE INSTALLED IN CHINATOWN PARK AND ARMENIAN HERITAGE PARK TO REPLACE DEFECTIVE ONES. THE MAINTENANCE DEPARTMENT, IN COLLABORATION WITH OTHER DEPARTMENTS, ASSISTED WITH WINTER LIGHTING, PUBLIC ART INSTALLATIONS, AND THE RENOVATION OF LINCOLN STREET TRIANGLE.IN THE NORTH END, ALL THE FREEDOM TRAIL LIGHTS AND ASSOCIATED WIRING WERE REMOVED AND REINSTALLED, REPLACING DAMAGED FIXTURES, USING THE LIGHTING MANUFACTURERS' WATERPROOF JUNCTION BOXES. ROUGHLY FORTY PERCENT OF THE FREEDOM TRAIL PAVERS WERE REMOVED AND RESET DURING THIS PROJECT. STONE DUST PATHS WERE REGRADED. SEVERAL LARGE STONE PAVING SLABS WERE REMOVED AND RE-INSTALLED IN THE WALKWAYS AND FOUNTAINS. REPAIRS WERE MADE TO THE LEANING RAIL. IN THE WHARF DISTRICT, NEW WOODEN SLATS WERE INSTALLED ON SEVERAL OF THE PROMENADE BENCHES. EXTENSIVE REPOINTING OF THE GRANITE PAVING WAS ACCOMPLISHED. ALL THE LED LIGHT SOURCES IN HARBOR FOG WERE REPLACED. FIVE PICO LIGHT FIXTURES IN THE RINGS FOUNTAIN WERE REPLACED. THE GRAVEL ACCESS ROAD AT DEWEY SQUARE PARK WAS RE-GRADED AS WERE THE STONE DUST PATHS IN THE FORT POINT CHANNEL PARKS. ON DEWEY SQUARE PLAZA, A BENT LIGHT POLE AND FIXTURE WAS REPLACED, AND EIGHT NEW BIKE RACKS WERE INSTALLED. IN CHINATOWN PARK, NEW ELECTRICAL OUTLET WAS INSTALLED IN PREPARATION OF THE MAKE AND TAKE PUBLIC ART PIECE. SOME OLD DETERIORATED TRASH RECEPTACLES WERE REMOVED. THE DOOR ON THE TUNNEL EGRESS BUILDING IN CHINATOWN PARK WAS PAINTED. THE MAINTENANCE MASON AND HELPERS RESET LOOSE BEACH STONES IN THE CHINATOWN FOUNTAIN STREAM BED. WE INSTALLED ADDITIONAL CIGARETTE BUTT RECEPTACLES IN MARY SOO HOO PARK. OUR GRANT-FUNDED PARK RANGERS PROVIDE SECURITY AND AMBASSADORSHIP ON THE GREENWAY. TWO FULL-TIME RANGERS INTERFACE WITH THE PUBLIC, COMPASSIONATELY ENSURING A SAFE AND WELCOMING PARK EXPERIENCE FOR ALL VISITORS. RANGERS CONNECT A WIDE RANGE OF PEOPLE WITH THE INFORMATION AND SERVICES THEY NEED, FROM OUT-OF-TOWN VISITORS TO FAMILIES TO THE HOMELESS. RANGERS INVEST A SIGNIFICANT PORTION OF THEIR TIME LIAISING WITH COMMUNITY-BASED ORGANIZATIONS THAT ASSIST WITH SOCIAL SERVICES. 695625 875954 SEE ATTACHED SCHEDULE O - PROGRAMSPROGRAMS:THE CONSERVANCY HAS BROUGHT THE GREENWAY TO LIFE. IN ADDITION TO THE MILLIONS OF VISITORS WHO PASSIVELY ENJOY OUR FOUNTAINS AND GARDENS, THE TRACKABLE VISITATION-EVENTS, WI-FI, CAROUSEL, AND MOBILE EATS-CONTINUED TO INCREASE DRAMATICALLY, TO 1,379,000 (FROM 96,000 IN 2009 AND 1,194,000 IN 2015), TOURISTS, WORKERS, AND RESIDENTS MEET AND PLAY ON THE GREENWAY, MOVING THROUGH THE GARDENS FROM THE FOUNTAINS TO THE FOOD TRUCKS TO THE NEARBY ATTRACTIONS. IN 2016, WE TOPPED 400 FREE ANNUAL EVENTS, INCLUDING FESTIVALS, MARKETS, FITNESS CLASSES, AND CONCERTS. MAJOR EVENTS INCLUDED THE BOSTON LOCAL FOOD FEST, THE FIGMENT PARTICIPATORY ART FESTIVAL, AND RACE AMITY DAY; NEW FESTIVALS INCLUDED THE BRAZILIAN FESTIVAL AND THE CARRIBEAN FESTIVAL. RECURRING EVENTS INCLUDE THE BOSTON CALLING BLOCK PARTIES, HELD WEEKLY AT DEWEY SQUARE PARK WITH OUTDOOR MUSIC AND DRINKS; THE SEASONAL FARMERS MARKET AT DEWEY SQUARE PARK, THE SATURDAY GREENWAY OPEN MARKET WITH ARTISAN WARES, AND THE BERKLEE COLLEGE OF MUSIC CONCERT SERIES. WE HOSTED 126 FREE FITNESS CLASSES FROM YOGA TO CROSSFIT ALL ACROSS THE GREENWAY. SAM ADAMS' TICKETED BOSTOBERFEST RETURNED FOR A SECOND YEAR. OUR NEW PLAY PROGRAM OFFERED PROGRAMMING FOR YOUTH, INCLUDING YOUTH ADVENTURE DAY VISITS FROM THE BOYS AND GIRLS CLUB OF BOSTON.WE CONTINUED FAVORITES LIKE THE CAROUSEL, MOBILE EATS AND FREE WI-FI, AND ADDED A NEW PLAY STRUCTURE FOR CHILDREN. THE GREENWAY CAROUSEL AT THE TIFFANY & CO. FOUNDATION GROVE, A NEW BOSTON LANDMARK, WELCOMED MORE RIDERS THAN EVER BEFORE TO TAKE A SPIN; THE SEA TURTLE, RABBIT, LOBSTER, COD, PEREGRINE FALCON, SKUNK, AND OTHER CHARACTERS WERE INSPIRED BY THE DRAWINGS OF BOSTON SCHOOL CHILDREN AND BROUGHT TO LIFE BY A LOCAL ARTIST. OUR NATIONALLY ACCLAIMED GREENWAY MOBILE EATS PROGRAM CONTINUES TO EXPAND WITH 35 TRUCKS AND TRIKES OFFERING ROSEMARY FRIES, TEA-SMOKED EGGS, GOURMET GRILLED CHEESE, AND MORE. THE FREE WI-FI NETWORK, WHICH WAS UPGRADED TO CARRIER-GRADE IN 2015 AT NO COST TO THE CONSERVANCY, CONTINUES TO BE VERY POPULAR. IN THE SPRING WE ARRANGE THE ADDITION OF THE DONATED PLAYCUBES IN CHINATOWN PARK, AND THE COMMUNITY LOVED THEM SO MUCH THAT WE'VE EXTENDED THEIR STAY FOR SEVERAL MORE YEARS. THE GREENWAY GALA IS THE CONSERVANCY'S ANNUAL FUNDRAISING EVENT. IN 2016, THE GALA WAS AGAIN HOSTED ON THE GREENWAY, WELCOMING GUESTS INTO A SPECTACULAR TENT WITH DECORATIONS PUT TOGETHER BY THE CONSERVANCY'S HORTICULTURE TEAM. THE NIGHT WAS A GLOWING SUCCESS - ATTENDED BY APPROXIMATELY 400 REPRESENTATIVES FROM THE BUSINESS COMMUNITY, NONPROFIT COMMUNITY GROUPS, CORPORATIONS, FOUNDATIONS AND INDIVIDUALS. THE GALA PROVIDES THE CONSERVANCY AN OPPORTUNITY TO SAY THANK YOU TO OUR SUPPORTERS AND PROVIDES A PLATFORM FOR SHARING OUR CURRENT AND FUTURE INITIATIVES. 528172 1100 SEE ATTACHED SCHEDULE O - PUBLIC ARTPUBLIC ART:THE GREENWAY CONSERVANCY HAS BECOME A LEADER IN CONTEMPORARY PUBLIC ART IN BOSTON. PUBLIC ART ON THE GREENWAY GIVES RESIDENTS, WORKERS, AND TOURISTS A REASON TO VISIT, LINGER, AND DISCUSS. IN 2016, THE CONSERVANCY BROUGHT CONTEMPORARY EXHIBITS TO THE GREENWAY FROM 8 ARTISTS: 2 INTERNATIONAL, 2 NATIONAL, AND 4 LOCAL. LOCAL ARTISTS PRODUCED A MURAL IN THE LEATHER DISTRICT, SCULPTURE INSTALLATIONS IN THE FINANCIAL DISTRICT AND NORTH END PARKS, AND OUR FIRST SOUND INSTALLATION NEAR THE WATERFRONT. MATTHEW HOFFMAN'S MAY THIS NEVER END TEXT-BASED WORK NEAR FANEUIL HALL BUILT OFF THE EXHIBITION OF LAWRENCE WEINER'S GREENWAY WALL MURAL, A TRANSLATION FROM ONE LANGUAGE TO ANOTHER. DON KENNELL'S MONKEY SEE CONTINUED THE ANNUAL CURATION BASED ON THE CHINESE ZODIAC; KYU SEOK OH'S WANDERING SHEEP WAS RECOGNIZED AS ONE OF THE COUNTRY'S BEST PIECES OF PUBLIC ART IN 2015 BY AMERICANS FOR THE ARTS' PUBLIC ART NETWORK, THE THIRD GREENWAY WIN IN FOUR YEARS.AI WEIWEI'S CIRCLE OF ANIMALS/ZODIAC HEADS: BRONZE WAS COVERED IN ART NEWS, SCULPTURE MAGAZINE, THE EVENING STANDARD (LONDON), THE HINDU (INDIA) AND VICTORIA NEWS (BRITISH COLUMBIA); IT WAS ALSO COVERED BY WBUR, THE BOSTON GLOBE, BOSTON.COM, AND THE ASSOCIATED PRESS, AND PICKED UP IN OVER 100 NEWS OUTLETS INCLUDING YAHOO, THE DENVER POST AND THE CHICAGO TRIBUNE. LOCALLY, THE BAY STATE BANNER CELEBRATED THE ACCESSIBILITY OF THE WORK: "BOSTON LIVES AND BREATHES AROUND THE ARTWORK. CHILDREN PLAY IN THE FOUNTAIN AND DO CARTWHEELS ON THE GRASS. FOOD TRUCKS SERVE HUNGRY TEENS AND FAMILIES BROWSE THE LOCAL FOOD AND CRAFT STANDS AROUND THE SQUARE. ZODIAC TAKES ART FROM BEHIND THE EXPENSIVE TICKET PRICE AND THE VELVET ROPE, AND MAKES IT A PART OF LIFE."MEHDI GHADYANLOO'S SPACES OF HOPE FURTHERED THE PARK'S REPUTATION AS A DESTINATION FOR CONTEMPORARY PUBLIC ART. IN FALL 2016, THE CONSERVANCY COMMISSIONED THE FIFTH GREENWAY WALL MURAL, THE FIRST ONE ENTIRELY SELF-CURATED WITHOUT A MUSEUM PARTNER. THIS WAS THE U.S. DEBUT OF IRANIAN STAR MURALIST GHADYANLOO AND ATTRACTED IN-DEPTH COVERAGE BY NEWSWEEK, U.S. NEWS & WORLD REPORT, BBC PERSIA, JUXTAPOZ MAGAZINE, AND THE ASSOCIATED PRESS; AP CALLED THE MURAL, "A STUNNING EXPRESSION OF OPTIMISM." THE CONSERVANCY CONTINUED ITS ARTS EDUCATION WITH A VOLUNTEER CORPS OF 25 ART AMBASSADORS WHO ENGAGE THE PUBLIC. THE AMBASSADORS WERE STATIONED AT THE AI WEIWEI SCULPTURES IN SHIRTS THAT READ "WHAT'S YOUR ZODIAC SIGN?" THE AMBASSADORS CONTRIBUTED 680 HOURS, ANSWERING QUESTIONS, STAFFING A NEW ART CART, AND OFFERING TOURS OF THE ART EXHIBITS. 203725 OUTREACH:THE OUTREACH DEPARTMENT, ORGANIZED IN FY15 TO CONSOLIDATE VARIOUS MARKETING, COMMUNICATIONS, COMMUNITY RELATIONS, AND GOVERNMENT AFFAIRS FUNCTIONS, LEADS THE CONSERVANCY'S EXTERNAL MESSAGING EFFORTS. THE TEAM IS IN REGULAR CONTACT WITH THE PUBLIC, COMMUNITY GROUPS, GOVERNMENT OFFICIALS, THE MEDIA, AND OTHER STAKEHOLDERS THROUGH DIRECT OUTREACH, IN-PARK MESSAGING, AND ELECTRONIC COMMUNICATIONS. THE DEPARTMENT ALSO ASSISTS WITH THE CONSERVANCY'S GOVERNMENT PERMITTING EFFORTS. THE DEPARTMENT COORDINATES THE MARKETING OF ALL GREENWAY OFFERINGS AND CONSERVANCY STORIES.METRICS FOR THE CONSERVANCY'S OWNED MEDIA ACCOUNTS WERE ALL UP SIGNIFICANTLY IN 2016. GROWTH WAS CATALYZED BY A RENEWED FOCUS ON COMMUNICATING WITH THE PUBLIC WHEN AND WHERE THEY WERE. TWITTER, INSTAGRAM AND FACEBOOK WERE CUMULATIVELY UP BY MORE THAN 47% IN 2016. WEB SEARCHES SEEKING INFORMATION ON CONSERVANCY EVENTS AND ACTIVITIES WERE AT CONTINUED HIGH LEVELS. THE GREENWAY BLOG AND ENEWSLETTER EACH REACHED NEW HIGHS IN INTERACTIONS AND CLICKS. THE OUTREACH DEPARTMENT SOUGHT, OBTAINED, AND FULFILLED NEARLY A DOZEN MEDIA PARTNERSHIP AGREEMENTS RELATED TO PUBLIC ART INSTALLATIONS IN 2016. THOSE AGREEMENTS PROVIDED APPROXIMATELY $267,000 IN IN-KIND ADVERTISING OPPORTUNITIES IN EARNED MEDIA OUTLETS.THE DEPARTMENT ALSO ENGAGED A PROFESSIONAL BRANDING FIRM WHO PROVIDED THEIR SERVICES PRO BONO ON MARKETING STRATEGY AND DESIGN SERVICES FOR THE IN-KIND PUBLIC ART MEDIA CAMPAIGN. THE DEPARTMENT CONTINUED TO WORK TO TRANSITION THE CONSERVANCY TO THE NEW STANDARDS THROUGH WORK CHANGING OVER STAFF UNIFORMS, PRINTED COLLATERAL, IN-PARK BRANDING, DIGITAL MEDIA, CONSERVANCY VEHICLES, OFFICE SUPPLIES, AND OTHER ELEMENTS TO REFLECT THE NEW BRANDING. 203725 4001956 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 36 0 1 52 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X JESSE BRACKENBURY 6172920020 185 KNEELAND STREET BOSTON MA 02111 JAMES KALUSTIAN CHAIR 2.00 X X 0 0 0 CHRISTINE MANFREDI CLERK AND TREASURER 2.00 X X 0 0 0 KATHRYN R BURTON VICE CHAIR 2.00 X X 0 0 0 CHRISTOPHER BETKE DIRECTOR 1.00 X 0 0 0 MARK BOYLE DIRECTOR 2.00 X 0 0 0 JAMES CHAN DIRECTOR 1.00 X 0 0 0 JANELLE CHAN DIRECTOR 1.00 X 0 0 0 JANE PAPPALARDO DIRECTOR 1.00 X 0 0 0 JOHN PREGMON DIRECTOR 1.00 X 0 0 0 ROBYN REED DIRECTOR 1.00 X 0 0 0 HELEN CHIN SCHLICHTE DIRECTOR 1.00 X 0 0 0 BEEDEE LADD DIRECTOR 1.00 X 0 0 0 DANIEL SIEGER DIRECTOR 1.00 X 0 0 0 SUSANNE LAVOIE DIRECTOR 1.00 X 0 0 0 MARTIN LYNN DIRECTOR 2.00 X 0 0 0 BRYANT MCBRIDE DIRECTOR 1.00 X 0 0 0 TIM MORNINGSTAR DIRECTOR 1.00 X 0 0 0 THOMAS O'BRIEN DIRECTOR 1.00 X 0 0 0 COLLEEN RICHARDS POWELL DIRECTOR 1.00 X 0 0 0 BUD RIS DIRECTOR 1.00 X 0 0 0 JEROME SMITH DIRECTOR 1.00 X 0 0 0 DANIEL TOSCANO DIRECTOR 1.00 X 0 0 0 JESSE BRACKENBURY EXECUTIVE DIRECTOR 60.00 X 203173 0 24381 JODI WOLIN DIRECTOR OF DEVELOPMENT 50.00 X 107783 0 7742 STEVEN ANDERSON DIRECTOR OF PARK OPERATIONS 45.00 X 115727 0 21764 426683 0 53887 3 0 1 0 WORK INC 25 BEACH ST DORCHESTER MA 02122 BASIC PARK MAINTENANCE 641518 GREENWAY CAROUSEL ENTERTAINMENT 201 SOMERVILLE AVE SOMERVILLE MA 02143 CAROUSEL OPERATOR 180579 2 555635 2000680 1107311 25302 3663626 FOOD VENDING INCOME 713110 468071 468071 CAROUSEL REVENUE, NET 722100 201370 201370 PROGRAM FEES 900099 161023 161023 MAINTENANCE REVENUE 900099 93760 93760 OPEN MARKET 900099 32463 32463 956687 425543 425543 1131404 1118039 13365 13365 13365 30321 555635 162076 -131755 -131755 OTHER INCOME 900099 24383 24383 24383 4951849 981070 0 307153 227554 68266 79644 79644 1858761 1465056 180691 213014 21160 16406 3380 1374 268498 218956 27918 21624 193012 145438 22105 25469 14139 11535 851 1753 39584 32292 2383 4909 17 17 66224 53329 5029 7866 55738 44517 4515 6706 315596 307047 515 8034 129562 127546 659 1357 CONTRACTED SERVICES 800031 735385 64646 DIRECT EXPENSE 795365 760940 1116 33309 PROFESSIONAL DEVELOPMEN 16046 15243 125 678 4801287 4001956 328948 470383 461600 582398 1251534 1088144 94377 235672 15890 28748 131891 104229 5199643 1077920 4157002 4121723 3918297 4567637 10063794 9971983 20094385 20700534 319056 362620 319056 362620 X 5549326 5812388 721233 1020756 13504770 13504770 19775329 20337914 20094385 20700534 150562 412023 0 X X 0 1 X 1 0 X 5603759 3033686 4752224 1525462 3663626 18578757 235047 244361 268920 173580 283049 1204957 5838806 3278047 5021144 1699042 3946675 19783714 1110494 18673220 310133 752596 568891 641614 425543 2698777 32198 9519 1567 24383 67667 22550158 2676906 0.82810 0.83460 X PART II, SHORT YEAR EXPLANATION: 2016 (FY16) WAS THE CONSERVANCY'S FIRST JANUARY 1 - DECEMBER 31 FISCAL YEAR, FOLLOWING THE JULY 2015 APPROVAL BY THE BOARD OF DIRECTORS OF A CHANGE FROM JULY 1-JUNE 30. AS FY15 WAS AN EIGHTEEN-MONTH FISCAL YEAR ADJUSTMENT PERIOD, THE CONSERVANCY FILED TWO FORM 990'S. THE FIRST FILING WAS FOR TAX YEAR 2014 AND COVERED THE TWELVE-MONTH PERIOD JULY 1, 2014 - JUNE 30, 2015. THE SECOND FILING, REFERENCED IN THE 2016 FILING AS "PRIOR YEAR," WAS FOR TAX YEAR 2015 AND COVERED THE SIX-MONTH PERIOD JULY 1, 2015 - DECEMBER 31, 2015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13504770 803176 638076 13669870 14227602 -493673 229159 13504770 15163053 -203102 732349 14227602 13504770 2265431 607148 15163053 13504770 686381 686381 13504770 0.98790 0.01210 0 0 4959671 955368 4004303 79407 17810 61597 160565 104742 55823 4121723 TIFF MULTI ASSET FUND 9971983 F 9971983 X 6110162 412023 746307 1158330 4951832 17 17 4951849 5547577 746307 746307 4801270 17 17 4801287 PART V, LINE 4: THE CONSERVANCY ADHERES TO THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). THE ASSETS IN ITS PERMANENTLY RESTRICTED ENDOWMENT FUND ARE DONOR-RESTRICTED ASSETS UNTIL APPROPRIATED ACCORDING TO THE DONOR STIPULATION FOR EXPENDITURE BY THE CONSERVANCY. THE CONSERVANCY HAS ADOPTED AN INVESTMENT AND SPENDING POLICY FOR ITS ENDOWMENT ASSETS AND FOR ANY BOARD DESIGNATED NET-ASSETS THAT IS DESIGNED TO PRESERVE CAPITAL THROUGH RISK MANAGEMENT WHILE PROVIDING A LEVEL OF SUPPORT FOR THE CONSERVANCY AND ITS PROGRAMS. PART X, LINE 2: THE CONSERVANCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CONSERVANCY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2016. THE CONSERVANCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. X X X X X X 1 ALEX ROGERS 185 KNEELAND STREET BOSTON MA 02111 GRANT WRITING 0 274300 35846 238454 274300 35846 238454 MA GALA 546193 522217 23976 77012 21667 600 38441 GLOW IN THE PARK 39763 33418 6345 11031 6720 2500 4105 585956 555635 30321 88043 28387 3100 42546 162076 -131755 X X X X X 0 0 0 0 0 0 0 0 0 JESSE BRACKENBURY EXECUTIVE DIRECTOR 203173 0 0 0 0 0 6301 0 18080 0 227554 0 0 0 PART I, LINE 4 SEE ATTACHED SCHEDULE O FOR DESCRIPTION OF COMPENSATION REVIEW PROCEDURES X 2 25302 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A PER COMMONWEALTH LAW, AND THE ACTS OF 2008, CERTAIN MEMBERS OF THE BOARD OF DIRECTORS ARE APPOINTED BY ELECTED OFFICIALS OR BY GOVERNMENT AGENCIES. FORM 990, PART VI, SECTION B, LINE 11B AFTER INTERNAL REVIEW BY THE CONSERVANCY'S FINANCE DEPARTMENT AS WELL AS BY ITS EXECUTIVE DIRECTOR, A DRAFT OF THE FORM 990 IS DELIVERED TO THE FINANCE, AUDIT, AND RISK MANAGEMENT COMMITTEE (FARMC) OF THE BOARD OF DIRECTORS FOR ITS REVIEW AND COMMENT. THE FARMC MEETS WITH THE CONSERVANCY'S INDEPENDENT ACCOUNTING FIRM TO REVIEW ANY QUESTIONS IT MAY HAVE. ONCE THE FARMC APPROVES THE DRAFT FORM 990, THE INDEPENDENT AUDITING FIRM PROVIDES A FINAL VERSION FOR REVIEW BY THE FULL BOARD PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONSERVANCY'S BOARD OF DIRECTORS SIGN THE CONFLICT OF INTEREST POLICY YEARLY. DISCLOSURES ARE FILED WITH THE CONSERVANCY'S FINANCE, AUDIT, AND RISK MANAGEMENT COMMITTEE, WHICH REVIEWS THE FILINGS AND REPORTS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR THE CONSERVANCY BOARD CHAIR REQUESTS ASSISTANCE FROM TWO TO THREE BOARD MEMBERS ON AN AD HOC BASIS TO SOLICIT FEEDBACK, EVALUATE THE EXECUTIVE DIRECTOR'S PERFORMANCE AND REVIEW COMPENSATION. SALARY DATA FOR COMPARATIVE POSITIONS AT OTHER NON-PROFIT ORGANIZATIONS IS USED IN DETERMINING EXECUTIVE COMPENSATION. ANY RECOMMENDED ADJUSTMENTS TO THE EXECUTIVE DIRECTOR'S SALARY ARE PRESENTED AT A FINANCE, AUDIT, AND RISK MANAGEMENT COMMITTEE (FARMC) OR BOARD MEETING FOR APPROVAL. THE MOST RECENT COMPARATIVE COMPENSATION ANALYSIS COINCIDED WITH THE LAST EXECUTIVE DIRECTOR SALARY ADJUSTMENT IN 2015. FORM 990, PART VI, SECTION C, LINE 19 THE CONSERVANCY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, FORM PC AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND POSTED ON THE CONSERVANCY'S WEBSITE - WWW.ROSEKENNEDYGREENWAY.ORG. FORM 990, PART VI, SECTION B, LINE 15B: THE CONSERVANCY DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.