2013-11-13T14:02:20-06:00 2013-06-30 042684828 Feeley & Driscoll PC 200 Portland Street Boston MA 02114 990 2012-07-01 201678932 Rose Fitzgerald Kennedy Greenway Conservancy Inc ROSE 6172920020 185 Kneeland Street Boston MA 02111 Jesse Brackenbury 6172920020 2013-11-05 1 Jeffrey T Rogers P01074284 6177427788 2012 2016-02-25 16:41:14Z Jesse Brackenbury 185 Kneeland Street Boston MA 02111 6041537 0 X 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 as described in the Greenways enabling legislation. 16 16 59 650 0 0 3199444 4247887 0 0 428371 1148275 601116 517730 4228931 5913892 0 26166 0 0 2154477 2192570 0 0 359747 1996953 1674980 4151430 3893716 77501 2020176 19047928 21090073 342940 802383 18704988 20287690 X 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 as described in the Greenway's enabling legislation. 0 0 2187724 See attached Schedule O - Horticulture and MaintenanceSummary and Accomplishments:The Conservancy is the designated steward of the Rose Kennedy Greenway, Boston's mile-and-a-half of contemporary parks that connect people and the city with beauty and fun. In a public-private partnership with the Commonwealth of Massachusetts, the Conservancy programs, maintains, and improves the parks.In FY13, the Conservancy continued to make the Greenway a joy-filled place for residents and visitors:-We continued our innovative organic landscape care, winning awards from the Mayor and GreatNonProfits.org.-We made horticultural upgrades and replacements across the Greenway - from North End trees, to Wharf District gardens, to Chinatown planting beds. -We were selected to bring our high-quality maintenance and landscape care to the Armenian Heritage Park under a three-year contract with the Armenian Heritage Foundation.-We thoroughly refurbished the Rings Fountain before the spring turn-on, using our small maintenance staff to make hundreds of repairs. -We significantly increased the free programming on the Greenway from 201 to 357 events, helping drive an increase in attendance to over 622,000 - on top of those who casually enjoy the fountains, gardens, and plazas.-We started construction on the Greenway Carousel and Tiffany Grove. This magical spot will open to the public Labor Day Weekend of 2013. -We completed our Five Year Public Art Strategy for temporary exhibitions of contemporary art, and launched with a dramatic, award-winning mural in partnership with the Institute of Contemporary Art.Horticulture:We continue to make the Greenway more beautiful through skilled, attentive maintenance and important well thought out improvements. The Conservancy uses organic and sustainable landscape practices that are innovative, award-winning, and fiscally sound. We have been recognized for our sustainability efforts this year by the City of Boston with Mayor Menino's Greenovate award. The Greenway is Boston's only organically maintained public park and one of a handful of organically maintained urban parks in the United States. 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. The cornerstone of our organic approach is our compost tea operation. We have increased applications of our organic compost tea from 1,800 gallons in 2010 to 13,000 gallons in 2012. We engaged a Harvard Kennedy School team in fall 2012 to study our compost tea operations. They found that our daily organic care is less expensive than a non-organic approach. They also made process improvement recommendations that we have begun implementing.We also made the following horticultural improvements throughout the parks with a focus on sustainability, maintenance simplicity and greater beauty:-We addressed beds in the Wharf District where the original Central Artery/Tunnel Project plantings have not fared well. We added herbaceous plants to the bed across from the Harbor Island Pavilion, which will bring more four-season color and texture to the already existing island inspired plant palette. We improved a failed area across from the Rowes Wharf Plaza by transplanting existing on-site material combined with transplants from the Carousel site and the introduction of new plant material that should provide greater buffering from the nearby street traffic as well as greater textural variety and year round interest. Both of these projects continue a relationship working with Pat Cullina, who is nationally respected for his work at The High Line and Brooklyn Botanical Garden.-At Dewey Square Park, a grant-supported effort added a new planting bed, a small orchard, and seawall stones for seating. The Rain garden is processing storm water naturally and the produce grown in the edible garden continues to supply the hunger-relief organization Lovin' Spoonfuls.-In the North End, we added 6 shade trees and also transplanted 5 existing Magnolias from the lawns into plant beds to give these beautiful specimens a better opportunity to thrive. The new shade trees were located to provide shade without taking too much space from sunbathers.-To make way for the construction of the Greenway Carousel, we transplanted a large amount of shrub and perennial plant material as well as 18 trees to new homes in the landscapes of the Wharf District and Fort Point Channel Parks.-Chinatown received a significant amount of in-fill plantings to remediate previously failing areas,15 street/pit trees were replaced, an additional 23,000 bulbs were added to the parks and efforts continued year round towards the four-season rotation of plants in our containers.We greatly expanded our popular and educational volunteer program by nearly doubling our total volunteer hours from 1,113 in 2011 to 2,173 in 2012 that included a large group to help on National Public Lands Day to plant mums, transplant material from the Carousel site, re-grade stone-dust paths, and more. We provide a very meaningful experience for volunteers, including the opportunity to learn from our horticulture staff about our sustainability practices; our volunteers gave the Conservancy rave reviews on GreatNonProfits.org. Maintenance:In FY13 the Maintenance department responded to the daily and seasonal demands of running a clean, green, and safe park. This means consistent, efficient and responsive work practices, from emptying trashcans on a regular basis to fixing problems promptly. Routine maintenance of all structures and equipment includes using environmentally safe products. The Conservancy's maintenance workforce handles repairs, fountain maintenance, and other skilled tasks; our efforts are supplemented by our contracted partner, WORK Inc., which employs individuals with disabilities. WORK Inc. handles basic park care-including lawn mowing, litter and trash removal, and snow removal-and helps provide an in-park presence 16 hours per day, 365 days per year. Over eight weeks in the spring, we did a major rehab of the Rings Fountain which had been requiring an increasing amount of daily maintenance attention. The Rings Fountain is extremely complex, with 60 shooters (jets), 9 fog manifolds, over 150 lights, over 200 pneumatic hoses and several hundred pneumatic connections. Over 100,000 pounds of granite and concrete pavers were removed to access these components. We thoroughly cleaned the fountain basin and addressed hundreds of equipment repairs. Having refurbished all of the fountain's Pico lights in FY12, this year we had to replace three. Finally, we used new materials and techniques to reinstall and re-level the pavers. Thanks to our Maintenance staff, we were able to do virtually all of the work ourselves, saving time and money for the Conservancy. The Rings Fountain, one of five water features on the Greenway, is once again "the most unconditionally happy spot in all of Boston" (The Boston Globe). We made repairs, replacements, and upgrades to other park features, which are showing the effects of age and of the parks' heavy usage. We continued making repairs and upgrades to the Chinatown fountain following the equipment room flood that occurred at the end of FY12. For the Light Blades, all new fixtures and a new controller were purchased for installation in FY14. Replacement of speakers and power supplies for Harbor Fog was started in FY13 and will be completed in FY14. A second sump pump was installed in the Rings Fountain vault to augment the primary one and a new ventilation fan was installed in the fountain controller cabinet there. We also installed a seven-cartridge filter canister for the fog system at Rings to reduce the maintenance there. In addition, we installed an extensive drainage system on parcel 19 in October of 2012 that has effectively minimized erosion of the stone dust paths during heavy rains and diminished soggy lawn areas substantially. We also regraded all of the stone dust paths, and relamped and installed new ballasts in lighting throughout the Greenway.The Conservancy was selected to care for the Armenian Heritage Park on the Greenway. Under a three-year contract with the Armenian Heritage Foundation contract will begin July 1st, 2013, the Conservancy will bring its high quality maintenance and landscape standards to the beautiful fountains, labyrinth, and gardens in the park. 427350 26166 See attached Schedule O - Public Activities - Programs and ArtPublic Activities - Programs and Art:The Conservancy has brought vibrancy to the Greenway. In addition to the millions of visitors who passively enjoy our fountains and gardens, the patronage at park offerings-events, Wi-Fi, carousel, and Mobile Eats-increased 66% to 622,000 in 2012, on top of a 73% increase in 2011. The Greenway hosted more free events than ever before: 357 in 2012, up from 201 the previous year. The Conservancy partners with others to host, rather than produce, events. We host programs like ReadBoston in the North End Parks; "Films at the Gate" in Chinatown Park; Race Amity Day; 9/11 Service Day with the Massachusetts Military Heroes Fund; the Boston Public Market Association's farmers market; Greenway Open Market; FIGMENT participatory art festival; and the Summer on the Waterfront. We work with many diverse partners-North Bennett Street School in the North End, Berklee School of Music, National Center for Race Amity, Chinatown Mainstreets, ACDC, Sustainable Business Network, and many more. The Conservancy, across the water from the Innovation District, seeks to encourage progressive programming.Our nationally acclaimed Greenway Mobile Eats Program complements a growing food district. Huge crowds turn out for chef-driven fare from trucks, carts, and bikes. Innovative food offerings included an espresso bike, a solar-powered hot dog cart, a farm-sourced food truck, and a new truck from a James-Beard-Award nominee. FY13 saw a significant increase in the earned income contribution from Mobile Eats to support the Conservancy's operations; 2013 contracts are worth over $250,000, a tenfold increase from 2010. Public art gives residents, workers, and tourists a reason to visit, linger, and discuss. In FY13, funded entirely with private donations, we completed a Five-Year Public Art Strategy that envisions temporary exhibitions of contemporary art; this process was shaped by nationally recognized experts, local art institutions such as the MFA, and the best-attended community meetings the Conservancy has ever held. We launched our new public art effort with a highly visible mural at Dewey Square Park in partnership with Institute for Contemporary Art; painted by Os Gemeos, 50 best public art projects by the 2013 Public Art Network Year in Review by Americans for the Arts (www.artsusa.org), the nation's leading nonprofit organization for advancing the arts. In FY2013, we kicked off the RFP process for two larger temporary public art works for development and display in 2015-2016. Over 200 artists applied in two categories - Winter Light and Connection - and we choose three finalists in each category who presented full proposals in June. We look forward to announcing the chosen artists and a plan for fundraising later in calendar 2013.Finally, we welcomed several temporary public art exhibitions and events in FY13, including Figment, a two day participatory arts festival in late July 2012. In May 2013, the Fence, a series of photographs from emerging North American photographers was mounted on 340 feet of six foot high fencing on Parcel 12. The Fence was curated by Photoville USA in conjunction with the Flash Forward Festival.The Greenway Gala is the Conservancy's annual fundraising event. In FY13, the Gala was hosted on the Greenway for the first time, welcoming guests into a spectacular tent with decorations put together by the Conservancy's horticulture team. The night was a glowing success - attended by 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. 210952 See attached Schedule O - Green & Grow - youth workforce developmentGreen & Grow - youth workforce development: In FY13, the Conservancy ran a youth workforce development program, Green & Grow. The 12-month program provided a pipeline to future studies/training or environmentally-focused jobs. It combined job readiness training with career exploration, environmental education, academic support, team-building, personal attention from mentors and attractive compensation.This year we graduated our fourth class of Green & Grow apprentices. The Apprentices made great advances in job readiness, learned presentation skills, and were introduced to ideas like land management and horticulture practices. In the summer, the Conservancy has offered a Green & Grow internship program in which the participants gain on-the-job experience alongside our staff. Since the beginning of the program, all program graduates have completed a successful transition by enrolling in higher education or gaining full or part-time jobs with employers like the National Park Service, Branching Out, MA Department of Conservation and Recreation, Emerald Necklace Conservancy, Save the Harbor Save the Bay, and the Greenway Conservancy's own park operations team. In conjunction with TDC, a trusted Boston non-profit institution, the Conservancy is undergoing an evaluation of our education strategy. We are assessing how to build on the strengths and successes to date of Green & Grow and other education efforts. We have gathered a small working group and expect the results to inform our approach in FY14. 212584 Planning and Design:The Conservancy's P&D staff, which in past years have made small scale park improvements such as furniture and signage, were focused in FY13 on the design and construction of the Greenway Carousel and site. The opening of our new one-of-a-kind carousel on the Greenway on Labor Day weekend will fulfill a long-held dream of the City of Boston and the community dating to the planning of the greenway. Construction began in March at the carousel location between the Armenian Heritage Park to the north and the Boston Harbor Islands Pavilion to the south, a short distance from where the rental carousel has stood for the past four summers. The park will create a nexus of activity in this part of the Greenway.The Tiffany & Co. Foundation Grove will surround the Carousel with a beautiful, welcoming new park environment, including wonderful four season plantings, comfortable seating, and filtered shade. The carousel itself is a one-of-a-kind creation with fourteen unique characters including a lobsters, butterflies, and a sea serpent. A total of 36 seats will be on the carousel, including a wheelchair accessible spot. The Greenway Carousel uses universal design principles to create access for people of all abilities. 212584 3038610 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 59 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X X Jesse Brackenbury 6172920020 185 Kneeland Street Boston MA 02111 Cheryl Cronin 4.00 X 0 0 0 Clinton Bench 4.00 X 0 0 0 Helen Chin Schlichte 4.00 X 0 0 0 Christopher Fincham 4.00 X 0 0 0 Robert Gore 7.00 X X 0 0 0 Christopher Betke 4.00 X 0 0 0 Susanne Lavoie - Lagace 4.00 X 0 0 0 James Chan 4.00 X 0 0 0 Martin Lynn 7.00 X 0 0 0 Maggie Fellner Hunt 4.00 X X 0 0 0 Georgia Murray 10.00 X X 0 0 0 Christine Manfredi 7.00 X 0 0 0 Young Park 7.00 X 0 0 0 Jane Pappalardo 4.00 X 0 0 0 John Pregmon 4.00 X 0 0 0 Robyn Reed 4.00 X 0 0 0 Nancy Brennan 65.00 X 183788 0 11307 Jesse Brackenbury 60.00 X 131457 0 22962 Steven Anderson 50.00 X 105818 0 16609 Jodi Wolin 50.00 X 115902 0 6556 Linda Jonash 50.00 X 100402 0 9291 637367 0 66725 5 0 1 0 WORK Inc 25 Beach Street Dorchester MA 02122 Park Maintenance 572544 Carousel & Carvings 1476 Likens Road Building 4 Marion OH 43302 Carousel Fabrication 364842 Windhaven 60 State Street Boston MA 02109 Investment Services 128853 Reed Hilderbrand Associates Inc 741 Mount Auburn St Watertown MA 02472 Landscape Architects 119050 4 2149888 2097999 4247887 310133 310133 838142 0 838142 838142 838142 379916 127645 252271 252271 Vending Income 722210 145293 145293 Carousel Revenue 713111 38697 38697 Fees For Services 900099 22311 22311 59158 59158 265459 5913892 265459 0 1400546 13000 13000 13166 13166 115488 5774 40421 69293 1662826 1162672 338142 162012 258626 199371 39719 19536 155630 107581 29401 18648 35735 27160 4286 4289 33594 25345 4155 4094 82017 61942 10106 9969 96808 70670 13553 12585 116679 114850 948 881 Contract Services 727271 708751 11874 6646 Direct Program Expense 536665 487988 48677 Public Outreach 31534 26809 2450 2275 Professional Developmen 14677 13531 304 842 3893716 3038610 495359 359747 1049538 1461545 329230 144980 16205 10364 4300 6221 3229461 299083 1414136 2930378 16234519 16536585 19047928 21090073 342940 802383 342940 802383 X 2800938 4234572 2399280 2548348 13504770 13504770 18704988 20287690 19047928 21090073 2020176 -437474 0 X 0 1 X 1 0 X 3262519 3837361 3950445 3916848 5603759 20570932 57592 214939 213943 235047 721521 3262519 3894953 4165384 4130791 5838806 21292453 21292453 236596 156765 266863 312083 310133 1282440 22574893 0.94320 0.93560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 0 0 0 0 1 12183 0 0 12183 0 13504770 686381 686381 13504770 13504770 524941 524941 13504770 13527270 -22500 1022991 1022991 13504770 12139770 1387500 156765 156765 13527270 10524770 1615000 190627 190627 12139770 1.00000 0 0 3105895 247621 2858274 10563 6446 4117 113003 45016 67987 2930378 Current portion of assets whose use is limited or restricted 1855626 F Board Designated 628445 F Donor Restricted 14052514 F 16536585 5823067 346651 -437476 -90825 5913892 0 5913892 4240367 346651 346651 3893716 0 3893716 Description of Intended Use of Endowment Funds: Part V, Line 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE DIRECTED IN ACCORDANCE WITH THE DONOR'S INTENT INCLUDING THE PRESERVATION OF THE ORIGINAL GIFT AND VARIOUS PURPOSES. Part XI, Line 2d - Other Adjustments: UNREALIZED LOSS ON INVESTMENTS 0 0 0 0 0 0 0 0 0 0 United Kingdom Conceptual design development for artwork 6999 Check 0 1 Conceptual design development for artwork United Kingdom 1 6167 Check 0 0 0 0 0 0 Explanation for Estimated Number of Recipients: Schedule F, Part III, Col (c): 1 Monitored artist work through interviews, presentations and phone calls. X X X X X X X 1 Alex Rogers Pittman 185 Kneeland Street Boston MA 02111 Grant Writing 0 315000 18712 296288 315000 18712 296288 Greenway Gala 379916 379916 71785 14594 41266 379916 379916 71785 14594 41266 127645 252271 1 Rebar Group Inc 3330 20th Street San Francisco CA 94110 208352403 6500 Conceptual design development for artwork Ball-Nogues Design Studio 2018 North Vince Street Hollywood CA 90068 611579135 6500 Conceptual design development for artwork 0 2 X X X X X X 0 0 0 0 0 0 0 0 0 Nancy Brennan 183788 0 0 0 0 0 5537 0 5770 0 195095 0 0 0 Jesse Brackenbury 131457 0 0 0 0 0 4076 0 18886 0 154419 0 0 0 See Attached Schedule O for description of compensation review procedures Form 990, Part VI, Section A, line 4 In FY13, the Greenway Conservancy Board approved updates to a number of governance documents that guide the day to day operations of the Conservancy. Legislation passed last year by the Massachusetts State Legislature (Chapter 242 of the Acts of 2012, "An Act Financing Improvements to the Transportation System") included language that amended the Greenway's board structure and required the Conservancy to abide by variations of the Commonwealth's public records and open meeting law. As a result, the Conservancy updated its by-laws to reflect these specific changes. Additionally in FY13, we revised our Procurement Policy and Capital Improvement Protocol to conform with the legislation and our new by-laws. Also, we updated our Conflict of Interest Policy and our Code of Conduct and Ethics to reflect the organization's growth and changes over the last five years. 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 designated individuals. Form 990, Part VI, Section B, line 11 The finance department of the Conservancy completes the financial statements and provides a copy to the independent accounting firm. Once the audit is complete, the Director of Finance receives draft audited financial statements and tax returns from the Conservancy's independent accountant to review. The Executive Director, Chief Operating Officer, and Director of Finance review the draft tax returns and financials, forwarding them along to the Finance, Audit, and Risk Management Committee (FARMC) of the Board of Directors for review and comment. A meeting is then set up with the independent accounting firm to review any questions that may have arisen. Once the FARMC and Conservancy approve the draft financial statements, the independent accountant provides an updated draft to the Director of Finance, who then forwards this document to the entire Board of Directors for final approval. Form 990, Part VI, Section B, line 12c The organization had a conflict of interest policy in force for the duration of the tax year. In January 2013, the Board adopted a revised conflict of interest policy. At that meeting, counsel to the organization explained the policy and answered questions from Directors. During the course of the year, all Directors received copies of the policy, and the Chair of the Board and the Chair of the Audit, Finance, and Risk Management Committee consult with Directors as necessary regarding issues that may give rise to conflicts Form 990, Part VI, Section B, line 15a In FY09 the Conservancy Board Executive Committee, at the direction of the Board of Directors, hired an independent consultant to conduct an executive compensation survey to develop a recommendation for any changes to the Executive Director's salary. In summer of 2011, the Executive Committee reviewed comparable organizations and made recommendations about the Executive Director's compensation. In each case, the Executive Committee reported the findings to the Board, which then voted to approve a compensation package for the Executive Director. In spring 2012, the Board hired another independent consultant that conducted a compensation study to evaluate the top two positions (Executive Director and Chief Operating Officer). This study found that both positions are paid in the middle of the comparable range; the study is posted on our website with our 5-year business plan. 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.