NonprofitsCooperative Development Institute

Community Improvement & Capacity Building

Cooperative Development Institute

MAYNARD, MA

Total revenue

$4.4M

Total expenses

$4.4M

Net assets

$2.3M

Grants received

$3.3M

61 grants

EIN

043241596

Tax year

2023

Mission

Develop and train cooperatives.

Programs

3 programs

Business ownership solutions (bos):since bos was founded in 2013, we have led 33 businesses through transitions to employee-owned cooperatives, creating ownership opportunities for more than 570 workers and helping them secure more than $34 million in capital to buy those businesses.beginning in 2024, bos was awarded $1.25 million by wells fargo to develop the northeast transition initiative (neti), a partnership of organizations and lenders with comprehensive experience in exit-planning and ownership transitions. The goal of the partnership is to raise public awareness of the employee ownership option, activate a small business ecosystem across the northeast, develop a robust training program, and document best practices and outcomes.across the u.s., a wave of aging baby boomer business owners is planning to retire in the next few years, but they don't have a plan, posing a great threat to business, job preservation, and growth in our communities. In new england and ny alone, an estimated 200,000+ small businesses have owners who are looking to retire or transition within the next few years, but only about 17% of them have a succession plan. Employee ownership is a proven strategy to preserve critical businesses and jobs and provide wealth building opportunities for workers. Bos helps business owners, and their employees execute conversions to employee ownership and provides public education to help businesses understand their options to avoid the loss of businesses and jobs.

Expenses: $902K

Cooperative business services (cbs):cbs has helped to form 185 co-ops, representing more than 900 jobs, and has assisted more than 220 existing co-ops with growth and transformation planning.cbs supports cooperative startups and established cooperatives meet their needs through technical assistance and training. Our experienced technical assistants guide startups through the process of inception, design, and launch. Cbs is industry-agnostic with a focus on high impact areas such as agriculture, childcare, and manufacturing as well as historically underserved rural communities. We also support existing co-ops to reach their growth and re-development goals.

Expenses: $735K

Water infrastructure support program (wisp):wisp has helped 52 manufactured home communities submit grant applications totaling $30.7 million in funding awarded for their infrastructure projects.in december 2024, cdi was awarded a six-year, $17.9 million price grant for the benefit of infrastructure projects throughout the service area.wisp provides free technical and managerial support to connect eligible manufactured home communities across new england with available funding sources for infrastructure projects including drinking water, septic, and electrical systems improvements. Manufactured-home communities are an essential source of affordable housing for new england. However, their infrastructure is often at the end of its useful lifespan and major investment is needed to sustain these affordable communities for the long term.

Expenses: $360K

Financials

FY 2023

Revenue

Contributions & grants$2.9M
Program service revenue$1.5M
Investment income$11K
Other revenue$4K
Total revenue$4.4M

Expenses

Grants paid
Salaries & benefits$2.5M
Fundraising$70
Other expenses$1.8M
Total expenses$4.4M
Total assets$3.3M
Net assets$2.3M

People

10 listed

NameRoleCompensation

PAMELA ZAGORSKI

EXECUTIVE DIRECTOR

Board

$37K

40 hrs/wk

ALYSON FREDERICK

FINANCE DIRECTOR

Board

$18K

40 hrs/wk

MATTHEW LEWIS

TREASURER

Board

2 hrs/wk

CARLOS TEUSCHER

CLERK

Board

2 hrs/wk

HEINY MALDONADO

DIRECTOR

Board

2 hrs/wk

CAROLYN EDSELL-VETTER

CHAIR

Board

2 hrs/wk

BRITTANY HENDERSON

DIRECTOR

Board

2 hrs/wk

GILLIAN O'FLAHERTY

DIRECTOR

Board

2 hrs/wk

NICK CLARK

DIRECTOR

Board

2 hrs/wk

MAGGIE COHN

VICE CHAIR

Board

2 hrs/wk

Independent contractors

COOPERATIVE FUND OF THE NORTHEAST

NORTHEAST TRANSITION INITIATIVE PARTNER

$182K

Grants received

Showing 61 of 61

FromAmountPurposeYear
$185K
General Operating Support
2024
$82K
FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
2024
$42K
GENERAL SUPPORT
2024
$20K
TO SUPPORT THE COMMUNITY LEADERSHIP PROGRAM FOR VERMONT RESIDENT OWNED COMMUNITIES
2024
$11K
Immigrant cooperative bookkeeping training manual and event sponsorship
2024
$11K
CAPACITY BUILDING GRANT
2024
$9K
GENERAL SUPPORT
2024
$5K
TAX EXEMPT PURPOSE
2024
$2K
DORCHESTER FOOD CO-OP
2024
$208K
General Operating Support
2023
$92K
For grant recipient's exempt purposes
2023
$35K
CAPACITY BUILDING GRANT
2023
$20K
CO-OP BASICS TRAINING
2023
$13K
PUBLIC, SOCIETAL BENEFIT
2023
$11K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$2K
TO DEVELOP AND TRAIN COOPERATIVES
2023
$900K
Good Philanthropic Citizen and Community Grants: To support the development, construction, and equipment for the Dorchester Food Co-op (Capital)
2022
$276K
General Operating Support
2022
$73K
GENERAL SUPPORT
2022
$66K
For grant recipient's exempt purposes
2022
$30K
PUBLIC, SOCIETAL BENEFIT
2022
$25K
Community Partnership
2022
$22K
IN FURTHERANCE OF THE ORGANIZATION'S TAX EXEMPT MISSION
2022
$13K
Operating Support/Annual Fund
2022
$10K
CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE
2022
$40K
General Support
2021
$25K
TO PRESERVE THE VIABILITY OF NEW AMERICAN FARMERS AND FOOD BUSINESSES IN MAINE AND THE CONNECTICUT RIVER VALLEY; AND TO RAISE THE PROFILE OF COOPERATIVE OWNERSHIP IN THE REGIONAL FOOD SYSTEM.
2021
$25K
Community Partnership
2021
$18K
For grant recipient's exempt purposes
2021
$18K
For grant recipient's exempt purposes
2021
$18K
PUBLIC, SOCIETAL BENEFIT
2021
$13K
IN FURTHERANCE OF THE ORGANIZATION'S TAX EXEMPT MISSION
2021
$100
FOR CIVIC & COMMUNITY ENGAGEMENT
2021
$203K
$50,000 New Roots Cooperative Farm; $152,500 general support
2020
$30K
Community & Neighborhood Development
2020
$30K
Assistance with mobile home Co-op infrastructure project
2020
$30K
TO SUPPORT NEW AMERICAN FARMERS AND FOOD BUSINESSES IN MAINE AND THE CONNECTICUT RIVER VALLEY; AND TO RAISE THE PROFILE OF COOPERATIVE OWNERSHIP IN THE REGIONAL FOOD SYSTEM.
2020
$30K
General Support
2020
$25K
Community Partnership
2020
$25K
AS PART OF A 3-YEAR GRANT OF $25K ANNUALLY FOR PROGRAM OPERATIONS, PARTICULARLY IN SUPPORT OF STAFF WHO ARE SERVING IMMIGRANT AND REFUGEE POPULATIONS IN MAINE & NEW ENGLAND.
2020
$13K
IMMIGRANT FUND
2019
$6K
IN FURTHERANCE OF THE ORGANIZATION'S TAX EXEMPT MISSION
2019
$200
SUPPORT BUSINESS/PROFESSIONAL ORGANIZATIONS
2019
$22K
Program support
2018
$10K
IMMIGRANT FUND
2018
$10K
IMMIGRANT FUND
2017

Funded by

$3.3M from 34 funders · 61 grants · 2017–2024

The Klarman Family Foundation

$900K · 1 grant · 2022

Elmina B Sewall Foundation

$871K · 4 grants · 2020–2024

Paypal Charitable Giving Fund

$204K · 5 grants · 2020–2024

Fidelity Investments Charitable Gift Fund

$194K · 4 grants · 2021–2023

Herman & Lenore Rottenberg Foundation

$121K · 6 grants · 2020–2024

The Reinvestment Fund Inc

$82K · 1 grant · 2024

Details

EIN043241596
NTEE codeS20
Subsection03
Ruling date1995-07
Formed1994
Employees38
Volunteers8
COOPERATIVE DEVELOPMENT INSTITUTE — Mission, Financials & Grants Received | Grantivo