PLATINUM2023

RCAB Clergy Benefit Funding Trust

Healthier priests. Stronger communities.

aka Clergy Trust   |   Braintree, MA   |  https://clergytrust.org/
This organization has provided GuideStar with documentation indicating that it is a church or religious organization.

Mission

Clergy Trust provides for the health, well-being and long term needs of all active and senior priests in good standing of the Archdiocese of Boston who have devoted their lives to the spiritual needs of others.

Founding Year info

N/A

Executive Director

Mr. Michael Scannell

Main address

66 Brooks Dr

Braintree, MA 02184 USA

Show more contact info

Formerly known as

RCAB Clergy Health & Retirement Trust

EIN

45-3995881

NTEE code info

Roman Catholic (X22)

Unknown (Z99)

IRS filing requirement

This organization is not required to file an annual return with the IRS because it is a religious organization.

Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Clergy Trust exists to have healthier priests. Healthier priests build stronger communities. Our priests spend every moment of every day thinking about and serving others. Because of this, they tend to neglect their own health and well-being. It is our goal to make them feel supported and give them easy access to resources that they need to stay on top of their physical and mental health. All priests, senior and active, are supported with various health and wellness benefits. Additionally, senior priests are also supported with a stipend and modest housing allowance. Our priests are being asked to do more now than ever before, and it is of paramount importance that they are cared for physically, mentally, and spiritually, so that they can continue serving others.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Caring for priests

Caring for our priests means more than covering their health and living expenses. It means:
•Making personal visits to all our senior priests and assessing their individual health profiles
•Helping active and senior priests navigate issues with their health, allaying medical concerns, and acting as an advocate for them
•Providing respite care for priests recovering from illness or surgery so that they can return to active ministry
•Paying stipends for priests on disability or health leave, and helping to secure safe and accessible housing when necessary
•Managing medical and dental programs, ensuring that all priests receive the benefits they are
entitled to
•Coordinating and administering a comprehensive Emotional Wellness Program tailored to the
specific needs of our priests

Most of all, caring for our priests means being available to them, just as they are available to others.

Population(s) Served
Christians
Men

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of clients served

This metric is no longer tracked.
Totals By Year
Population(s) Served

Men

Related Program

Caring for priests

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

2022 includes 314 Active Priests and 198 Senior priests.

Number of donations made by board members

This metric is no longer tracked.
Totals By Year
Population(s) Served

Catholics

Related Program

Caring for priests

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Clergy Trust has 100% donor participation from the Board of Trustees

Number of Priests enrolled in the Intentional Living Program

This metric is no longer tracked.
Totals By Year
Population(s) Served

Seniors, Men

Related Program

Caring for priests

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

As of December 2022 there are slightly over 200 Priests participating in the Intentional Living Program. The goal is to continually increase the number or priests in this program.

Number of older adults being supported to live at home through home care, assistive technology, and/or personal support plans

This metric is no longer tracked.
Totals By Year
Population(s) Served

Men

Related Program

Caring for priests

Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Context Notes

This represents the Senior Priests living on their own or at Parishes that are visited each year by a member of our Care Team, including a Social Worker/MA and a Wellness Coordinator/MA.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Clergy Trust is aiming to develop a population of active and senior priests who are living an intentional lifestyle. Studies show and data indicates that living an intentional lifestyle leads to a decrease in lifestyle related diseases such as Type 2 Diabetes and Hypertension.
Also as more active and senior priests engage in an intentional living lifestyle, and decrease lifestyle related illnesses, their related medical costs could ultimately decrease over their life. Clergy Trust is a self funded medical plan so any decrease in medical costs are savings for future medical costs.

Clergy Trust has introduced a specific program called Intentional Living which offers participating priests various tools from which to choose along with support and encouragement on a self guided journey of living with intention. The tools are intended to foster awareness of various aspects of lifestyle that impacts their health. The tools include a Fitbit, a Nokia electronic scale, a Joslin Diabetes program, Lifestyle Coaching, Wellness Coaching, and others in development.
Clergy Trust also has a Care Team to work with our priests. The Care Team includes a Registered Nurse and a Social Worker that are available to work with any of the priests that have presented medical issues. They also work with other priests as advocates where needed. The Care Team provides personal visits along with ongoing communication for both active and senior priests.
Regina Cleri residences, our senior priest facility in the West End of Boston is home to 54 senior priests.

The Clergy Trust organization provides dedicated personnel to support the active and senior priests with programs through newsletters with links to helpful information, seminars throughout the year, an annual retreat, and ongoing communication.
Much of the communication is targeted to specific lifestyle disease prevention.
The personal visits from the Care Team are intended to encourage and support the priests. The Executive Director visits each Vicariate annually getting to know most of the priests. He encourages them to help themselves and help their brother priests.
Clergy Trust also has a listing of mental health providers that are available to all priests on a confidential basis under the health care.

Each of the last three fiscal years has seen a decrease in the average risk index and the average care gap index.
The general population medical care rate increase is 7% whereas the the Clergy Trust current year medical claims are fairly constant to the prior year indicating Clergy Trust has a lower than area adjusted medical inflation rate.
Also there are currently over 10 senior priests over age 90 living at the Regina Cleri residences. This number has increased significantly as a majority of those priests remain active in their parish communities.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve

  • Which of the following feedback practices does your organization routinely carry out?

    We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback

Financials

RCAB Clergy Benefit Funding Trust
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

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RCAB Clergy Benefit Funding Trust

Board of directors
as of 04/18/2023
SOURCE: Self-reported by organization
Board co-chair

Mr. Mark Vachon


Board co-chair

Very Reverend Richard Fitzgerald

Ann Carter

Charles Clough

C Michael Daley

Daniel Flatley

Very Rev. Brian Kiely

Kevin Phelan

Michael Shaughnessy

Very Rev. William Joy

Jean Tempel

Very Rev. Richard Fitzgerald

Rev. Gerard Petringa

Sharon McNally

David Hegarty

Very Rev. Linh Nguyen

Paul Currie

Maureen Joyce

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 3/25/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 12/14/2020

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.