FIRST (United States Foundation for Inspiration and Recognition of Science and Technology)

Transcription

1 FIRST (United States Foundation for Inspiration and Recognition of Science and Technology) General Information 2 Bedford Street Manchester, NH (8) Website Organization Contact Lisa Vincent info@usfirst.org Year of Incorporation

2 Statements & Search Criteria Mission Statement Our mission is to inspire young people to be science and technology leaders by engaging them in exciting mentor-based programs that build science, engineering and technology skills, that inspire innovation, and that foster well-rounded life capabilities including self-confidence, communication, and leadership. Background Statement Founded by Dean Kamen in 1989 to inspire an appreciation of science and technology in young people, their schools and communities, FIRST offers youth development programs focused in science, technology, engineering and math (STEM) for elementary to high school students. FIRST continuum of programs builds and strengthens the technology workforce pipeline in communities where programs exist. By successfully forming coalitions with corporations, universities, and public schools FIRST has become the premiere after-school engineering and robotics competition program in the nation. Impact Statement Brandeis University s Center for Youth and Communities conducted an independent, retrospective survey of FIRST Robotics Competition participants and compared results to a group of non-first students with similar backgrounds and academic experiences, including math and science. Highlights of the study s findings include: When compared with the comparison group, FIRST students are: More than 3 times as likely to major specifically in engineering. Roughly 1 times as likely to have had an apprenticeship, internship, or co-op job in their freshman year. Significantly more likely to expect to achieve a post graduate degree. More than twice as likely to expect to pursue a career in science and technology. Nearly 4 times as likely to expect to pursue a career specifically in engineering. More than twice as likely to volunteer in their communities. Needs Statement Donations of all levels are gratefully accepted and tax deductible. Your generous donation to FIRST will help ensure thousands of students have access to the unique learning experiences we offer through our programs.by making your unrestricted gift to the Annual Fund,you will allow FIRST the flexibility to allocate funds where they are most needed, including to regional events, teams, and operational expenses. For more information, visit our website, Board Chair Statement "...We need only to ignite youthful passion for the wonders and joys of science and technology. But not enough of those young people will stay in school. Or go on to college. Or find a mentor to guide them. That s why the cool factor of FIRST, which attracts young people, has been and will continue to be so important. Its future is self-sustaining. Our secret sauce is inspiration fueling one generation s imagination to spark the next. As adults, thousands of students who come through the program re-ignite the passion in their communities, schools, and corporations. 2

3 Service Categories Youth Development Programs Engineering & Technology Elementary & Secondary Schools Geographic Areas Served FIRST has programs in all 5 states and also has a strong international presence. Please review online profile for full list of selected areas served. 3

4 Programs FIRST Robotics Competition (FRC) Description (FRC) is FIRST s original and signature program. Under strict rules, limited resources, and time limits, teams are challenged to raise funds, design a team brand, hone teamwork skills, and build and program robots to perform prescribed tasks against a field of competitors. Volunteer STEM professionals serving as mentors lend their time and talents to guide each team. The FRC season culminates in March with regional tournaments that cap weeks of intense work and offer students the opportunity to celebrate their achievements and learn from others. Students test their strategies, teamwork and robotic creations in a highpressure competitive environment, which FIRST prefers to call Coopertition. tm Each tournament includes an average of 45 teams (students and mentors), plus parents, teachers, sponsors, and university and government officials. Budget Category Science & Technology Population Served Youth/Adolescents only (14-19 years),, Program Short Term Success Program Long term Success Engaged over 37,5 high school students on 1,51 teams in the FIRST Robotics Competition (FRC). Program Success Monitored By Examples of Program Success 4

5 FIRST LEGO League (FLL) Description LEGO League (FLL) is an international robotics program in partnership with The LEGO Group that serves children ages FLL has two major components: a robot game, where teams of up to 1 students design, build, and program autonomous robots that must perform a series of tasks or missions; and a research project where teams conduct research and present their findings to a panel of judges at tournaments. The research project focuses on common problems faced by communities and nurtures scientific discovery, writing and presentation skills, as well as service to the community. Budget Category Science & Technology Engineering & Technology Population Served Children Only (5-14 years),, Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success FIRST Tech Challenge (FTC) Description FIRST Tech Challenge (FTC) is a more accessible program that is less expensive. Encapsulated components make implementation easier for coaches/teachers- particularly those without technology education background, and the program requires fewer additional resources from outside a normal classroom. FTC is designed for small teams of up to 1 high school aged students who work with one or two dedicated mentors to design, program, and build a robot, using an off-theshelf kit. Budget Category Science & Technology Science & Technology, General/Other Population Served Youth/Adolescents only (14-19 years),, Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success 5

6 Jr.FLL Description Junior FIRST LEGO League -(Jr.FLL) Focused on building an interest in science and engineering in children ages 6-9, Jr.FLL was introduced in 24. It is a hands-on program designed to capture young children's inherent curiosity and direct it toward discovering the possibilities of improving the world around them. Just likefirstlego League (FLL), this program features a real-world challenge (the same theme as FLLeach year), to be solved by research, critical thinking and imagination. Guided by adult coaches and the Jr.FLL Core Values, students work with LEGO elements and moving parts to build ideas and concepts and present them for review. Through Jr.FLL children learn the concepts of teamwork and basic design skills, and gain a hands-on approach to science and technology. Budget 1,,. Category Population Served Youth Development, General/Other Youth Development, General/Other K-12 (5-19 years), Children and Youth ( - 19 years), Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success Program Comments CEO Comments FIRST learning never stops building upon itself, starting at age 6 and continuing through middle and high-school levels up to age 18. Young people can participate at any level. Participants master skills and concepts to aid in learning science and technology through robotics, while gaining valuable career and life skills. 6

7 Management CEO/Executive Director Executive Director Mr. Don E. Bossi Term Start July 21 Experience As President of FIRST, successful technology executive Donald E. Bossi brings deep technical and management skills to the organization. Bossi, who has excelled in a 2-year career with several high technology companies, primarily in the fiber optics field, is now anxious to give back and help develop the next generation of innovators. Starting his career as a research scientist, first at MIT Lincoln Laboratory and then at United Technologies Research Center (UTRC), Bossi was a part of an advanced project at UTRC which was acquired by JDS Uniphase (JDSU) and he moved to the new company. After a series of promotions at JDSU, he became Vice President and General Manager for JDSU Electro-Optics Products. The Division grew tenfold during his involvement there. Bossi next served as Group President of JDSU Active Components Group for two years, and then as Group President, JDSU Transmission Products Group for two years. In 25, Bossi joined Technology Ventures Partners to work with their high-tech portfolio companies. While at the venture group, he served as the CEO of Aegis Lightware, Inc. and then as CEO of Inlet Technologies, positioning the company for a beneficial acquisition by Cisco. Most recently, Bossi served as the COO of CIDRA Holdings in Wallingford, Conn. Bossi is the holder of four U.S. patents and author of numerous technical presentations. He holds B.S., M.S., and Ph.D. degrees in electrical engineering from the Massachusetts Institute of Technology (MIT), and has completed executive education courses at the Stanford University Graduate School of Business. He served on the Boards of Directors of several privately held companies, and is also a member of the Connecticut Academy of Science and Engineering. Former CEOs Name Term Mr. Paul Gudonis Sept 25 - June 21 Mr. Paul Shey Jan 24 - Oct 25 Senior Staff Terry Durkin Title Vice President of Finance 7

8 Experience/Biography Terry Durkin is Vice President of Finance at FIRST. Durkin joinedfirstin 1999 as the Director of Finance adding Administration to his duties shortly thereafter. In addition, Durkin has had interim responsibility for Human Resources (24-26), Information Technology (25) and has overseen the management of the FIRST facility since 23. During his tenure,firsthas grown from a $4 million budget to a $3 million budget. Prior to joining FIRST, Durkin held financial positions at several major New Hampshire for-profit corporations including ten years at Sanders Associates (now part of BAE Systems), five years with Freudenberg-NOK as Controller of the Bristol New Hampshire manufacturing plant with over $11 million in sales and 9 employees, and he later joined a manufacturing startup LLC in Maine that subcontracted to GE Plastics. Durkin received his bachelor's degree in business administration from Fairleigh Dickinson University in New Jersey and his MBA from Rivier College in New Hampshire. 8

9 Steven R. Chism Title Experience/Biography Vice President of Programs As Vice President of Programs, Steve Chism has overall program responsibility for all FIRST programs including budget, planning, implementation and logistics. At FIRST, Chism has worked tirelessly with each Program Director to oversee the tremendous growth in thefirstmission through all four programs:firstrobotics Competition (FRC),FIRSTTech Challenge (FTC),FIRSTLEGO League (FLL) and JuniorFIRSTLEGO League (Jr. FLL). Chism joined FIRST as the Senior Director of Programs in 23. Chism brings more than 23 years of leadership and experience in technical programs for the U. S. Navy in submarines and submarine related systems development and acquisition. While teaching in the Naval Architecture, Ocean and Marine Engineering Department of the U. S. Naval Academy, Chism started and comentored the FIRST Robotics Competition (FRC) Team 165, Das Goat, in Chism then went on to both volunteer and judge as an FRC Judge and Judge Advisor for several years before becoming the Committee Chair of the Chesapeake Regional Planning Committee. It was in September 23, after the successful inaugural FRC Chesapeake Regional at the U. S. Naval Academy in March 23, that Chism signed on withfirstto be the Senior Director of Programs. He has earned his Bachelor of Science in Electrical Engineering degree at the University of Southern California, a Master of Science in Mechanical Engineering degree and Degree of Mechanical Engineer at the Naval Postgraduate School, and his Master of Science in Engineering degree at The Johns Hopkins University. Chism also holds a level III Program Management certification from the Defense Management Systems College for his work related experiences in submarine industrial shipyards and systems acquisition jobs in the U. S. Navy 9

10 Roseann Stevens Title Experience/Biography Vice President of Field Operations Roseann Stevens is Vice President of Field Operations at FIRST. She is responsible for field operations and has principal responsibility for overseeing Regional Directors and Committees, managing a global Volunteer and Mentoring Resources, and organizing and promoting Regional Events and Strategic Partners forfirst. Stevens has been affiliated with FIRST for more than 1 years, serving as a Mentor, Judge and Judge Advisor for FIRST events. She has more than 25 years of industrial technology experience in the automotive industry, having worked for Tier-1 suppliers such as Lear, Visteon and Metaldyne. She became the first female vice president at Lear and was instrumental in leading the sales team that won the first-complete interior program. Her specialties include organizing global sales teams and expanding markets. She began her career with the Ford Motor Company and has twice been listed on The 1 Leading Women in the North American Auto Industry. In addition, she has served on the boards of CLARCOR, Inforum, the Automotive Women s Alliance and the Girl Scouts of Metro Detroit. She holds a bachelors degree and an M.B.A. from the University of Detroit Mercy. Mark Giordono Title Experience/Biography Vice President, Development Mark Giordono joined FIRST in 213 as the Vice President of Development. Drawn to working at FIRST because of his passion for the mission, Giordono leads national strategy and implementation for sponsor stewardship, new sponsor development, grant writing, annual funds and fundraising. Prior to joining FIRST, Giordono worked for technology startups in Vermont and New Jersey, served as a Peace Corps Volunteer in Mali, and did economic development via technology commercialization at MIT. Most recently at Hewlett-Packard, he started partner-driven new businesses for the company s printer division. He also coaches youth soccer and hopes via FIRST to have a positive impact on his own and all children s futures. Giordono attended Dartmouth College and graduated cum laude in 1994 with degrees in Geography and History. In 22, he received his master s degree in Business Administration from MIT s Sloan School of Management where he was a Siebel Scholar. 1

11 Mark Greenlaw Title Experience/Biography Vice President, Information Technology Mark Greenlaw joined FIRST in 214 as the Vice President of Information Technology. Over the course of his 3 year career in the information technology industry, he has held leadership roles in IT, sustainability, and STEM education. He is responsible for setting and executing an information technology strategy that will enable FIRST to increase its impact with students, Mentors, and other stakeholders, while improving operational efficiency and effectiveness. Prior to joining FIRST, Greenlaw was a Vice President at Cognizant, a Fortune 5 information technology services provider. He was Cognizant s Chief Information Officer until 21 and led the implementation of systems and processes that enabled the firm s 1-fold growth. He then launched Cognizant s STEM education, sustainability, and U.S. campus recruiting initiatives. He created the company s Making the Future program, themed on the Maker Movement, which seeks to inspire young learners in the science, technology, engineering, and math (STEM) disciplines through fun, hands-on learning opportunities. Prior to Cognizant, he held IT leadership positions at Canaccord Genuity, Oracle, Nervewire, and Computer Sciences Corporation. He started his career with AT&T after receiving a Bachelor of Science degree in Operations Management from the Pennsylvania State University. Greenlaw is dedicated to the idea that inspiring young people in STEM education can help close the nation s achievement and opportunity gap. He sits on Citizen s Schools National STEM Advisory Council and Massachusetts State Board of Advisors, and has volunteered as a Citizen Teacher of STEM apprenticeships to sixth grade students at an urban Boston public school. Greenlaw is also a founding board member of the Maker Education Initiative (MakerEd), a non-profit whose mission is to create more opportunities for young people to foster creativity and spark interest in science, technology, engineering, math, and the arts. Staff Information Full Time Staff Part Time Staff Volunteers Contractors Staff Demographics - Ethnicity 11

12 African American/Black Asian American/Pacific Islander Caucasian Hispanic/Latino Native American/American Indian Other Staff Demographics - Gender Male Female Unspecified Formal Evaluations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency NonManagement Formal Evaluation Non Management Formal Evaluation Frequency Annually Quarterly Annually Plans & Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Years Strategic Plan Considers Date Strategic Plan Adopted Apr 212 Does your organization have a Business Continuity of Operations Plan? Management Succession Plan? Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Directors and Officers Insurance Policy Is your organization licensed by the Government? Permit? No Under Development 5 No Under Development No Collaborations 12

13 FIRST has many collaborations and alliances. FIRST and MIT Alumni Association are leveraging its 1, alumni to act as FIRST coaches, mentors, volunteers and sponsors FIRST has an alliance with the National 4-H Council to reach new youth across the nation and expand existing 4-H robotics programs through their 3,1 local Extension offices. FIRST and Girl Scouts of the USA have partnered to encourage more girls to pursue STEM careers. FIRST s partnership with the Society of Women Engineers (SWE) is aimed at increasing the number of middle and high-school students who choose to pursue careers in STEM. FIRST has partnered with Time Warner Cable in its Connect a Million Minds, a five year $1 million program designed to address a declining proficiency in STEM. The program highlights FIRST Robotics competitions around the country and encourages volunteers and mentors to support teams of young participants. Time Warner Cable has set a goal of connecting one million minds by 214. FIRST's partnership with the Corporation for Public Broadcasting resulted in Gearing Up, a one-hour documentary chronicling the triumphs and disasters of four teams competing in the 28FIRSTRobotics competition. Affiliations Affiliation Year Afterschool Alliance 13

14 Board & Governance Board Chair Board Chair Mr. Robert M Tuttle Company Affiliation General Partner, 1848 Associates Term July 213 to June 216 info@usfirst.org Board CoChair Board CoChair Ms. Sheri S. McCoy Company Affiliation Cheif Executive Officer Avon Products, Inc. Term July 213 to June 216 Board Members Name Affiliation Status John Abele Boston Scientific Voting Donald E. Bossi FIRST President Ursula Burns Xerox Corporation Voting Walter Havenstein BAE Systems, Inc. Voting Dr. Paul E. Jacobs Dean L Kamen Muhtar Kent John H. Lynch Qualcomm Incorporated President, DEKA Research & Development The Coca-Cola Company former Governor of New Hampshire Voting Elliott Masie The MASIE Center Voting Sheri McCoy Johnson & Johnson Voting Scott McKay Dennis A. Muilenburg Kelly Ortberg Genworth Financial The Boeing Company Rockwell Collins Robert L. Parkinson Jr. Baxter International Inc. Voting Steve Sanghi Microchip Technology Voting Robert Tuttle 1848 Associates Voting Myron E. Ullman III jcpenney Voting Board Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian Hispanic/Latino 14

15 Native American/American Indian Other Board Demographics - Gender Male Female Unspecified 14 3 Board Information Board Term Lengths Board Term Limits Number of Full Board Meetings Annually Board Meeting Attendance % Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions Percentage Making In-Kind Contributions Constituency Includes Client Representation % 41% 5% No Standing Committees Advisory Board / Advisory Council Audit Strategic Planning / Strategic Direction Board Governance Compensation Additional Board Members and Affiliations Name Ray Algren Tom Arseneault Dr. Dennis Berkey Michael J. "Micky" Bly Sujeet Chand Cosema (Connie) Crawford P.E. Michael Dubno Affiliation Vice President, Marketing Core Platforms, National Instruments BAE Systems Inc. President & CEO, Worcester Polytechnic Institute Executive Director, Global Electrical Systems, Hybrids, Electric Vehicles and Batteries, General Motors Rockwell Automation, Inc. Louis Berger Group, Inc. Bank of America Merrill Lynch 15

16 Dr. Woodie Flowers Greg Hale Erik Halleus Michael Heffron James E. Heppelmann Marc Hodosh Kent H. Hughes Kyle Hughes Jacob Kragh David Lavery Paul Lazarus Susie Mathieu Rey Moré Cecilia Neumann Josh Weston Vincent Wilczynski, Ph.D Massachusetts Institute of Technology, Pappalardo Professor Emeritus of Mechanical Engineering Walt Disney Parks and Resorts EuroScandia Enterprises DeLorme PTC Host, Partner and Co-Creator, TEDMED Director, Program on America and the Global Economy, Woodrow Wilson International Center for Scholars Clarkson High School Science, Mathematics and Technology Academy Lego Education Program Executive for Solar System Exploration, NASA President, White Dwarf Productions Spirit Hockey, LLC Senior Vice President, Chief Quality Officer, Retired, Motorola, Inc. Attorney Honorary Chairman, Automatic Data Processing, Inc. Deputy Dean, School of Engineering & Applied Science, Yale University 16

17 Financials Fiscal Year Fiscal Year Start July 1, 213 Fiscal Year End June 3, 214 Projected Revenue $47,22,883. Projected Expenses $46,18,6. Endowment? No Spending Policy Income Only Credit Line? Reserve Fund? Months Reserve Fund Covers Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $51,322,577 $4,186,481 $37,361,671 Total Expenses $47,875,532 $39,354,567 $32,267,225 Revenue Sources Fiscal Year Foundation and Corporation Contributions Government Contributions $3,24,748 $2,795,381 $2,562,359 Federal State Local Unspecified $3,24,748 $2,795,381 $2,562,359 Individual Contributions $36,575,865 $28,171,258 $26,89,912 Indirect Public Support Earned Revenue $11,66,98 $9,87,265 $8,656,314 Investment Income, Net of Losses $62,347 $69,89 $51,86 Membership Dues Special Events $42,2 $25,17 -- Revenue In-Kind Other $1,77 $37,67 $2, 17

18 Expense Allocation Fiscal Year Program Expense $41,384,713 $34,566,238 $28,178,592 Administration Expense $5,68,91 $4,9,135 $3,187,842 Fundraising Expense $881,99 $698,194 $9,791 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 86% 88% 87% Fundraising Expense/Contributed Revenue 2% 2% 3% Assets and Liabilities Fiscal Year Total Assets $33,81,122 $29,259,691 $27,385,77 Current Assets $29,417,684 $25,82,679 $21,44,742 Long-Term Liabilities $2,, $2,, $2,, Current Liabilities $2,389,434 $2,15,48 $972,348 Total Net Assets $28,691,688 $25,244,643 $24,412,729 Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 6% 7% 7% Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Capital Campaign Currently in a Capital Campaign? Campaign Purpose N/A Capital Campaign Anticipated in Next 5 Years? No Comments Foundation Staff Comments Financial summary data in the charts and graphs above are per the organization's IRS Form 99s. Contributions from foundations and corporations are listed under individuals as the breakout was not available. Created Copyright 218 The Boston Foundation 18