BERKSHIRE UNITED WAY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BERKSHIRE UNITED WAY INC (EIN 04-2104841)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202531359349308118
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T12:06:01-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042713795 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYERS BROTHERS KALICKA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVE SUITE 800 | AddressLine1Txt |
| City | HOLYOKE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104841 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKSHIRE UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 4134426948 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 012016807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS BERNARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4134426948 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDY M D'AGOSTINO | PreparerPersonNm |
| PTIN | P00962620 | PTIN |
| Phone | 4135368510 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS BERNARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,229,710 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BERKSHIREUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO IGNITE THE COLLECTIVE POWER OF INDIVIDUALS & ORGANIZATIONS TO BUILD A STRONGER COMMUNITY TOGETHER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 329 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,021,261 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,248,264 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $180,682 | PYInvestmentIncomeAmt |
| CY Investment Income | $113,797 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$22,623 | PYOtherRevenueAmt |
| CY Other Revenue | -$15,053 | CYOtherRevenueAmt |
| PY Total Revenue | $2,179,320 | PYTotalRevenueAmt |
| CY Total Revenue | $2,347,008 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,038,544 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,044,691 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $791,203 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $852,326 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $513,171 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $486,203 | PYOtherExpensesAmt |
| CY Other Expenses | $392,030 | CYOtherExpensesAmt |
| PY Total Expenses | $2,315,950 | PYTotalExpensesAmt |
| CY Total Expenses | $2,289,047 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$136,630 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $57,961 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,419,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,602,065 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,580,037 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,494,301 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,839,378 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,107,764 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BERKSHIRE UNITED WAY IGNITES THE COLLECTIVE POWER OF INDIVIDUALS AND ORGANIZATIONS TO BUILD A STRONGER COMMUNITY TOGETHER. CONTRIBUTIONS ARE USED TO SUPPORT COMMUNITY AND FAMILIES IN THE BERKSHIRES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,616,954 | ExpenseAmt |
| Grant | $1,044,691 | GrantAmt |
| Revenue | $2,109 | RevenueAmt |
| Desc | THE ORGANIZATION RAISES FUNDS THROUGH WORKPLACE CAMPAIGNS, CORPORATE GIFTS, SPONSORSHIPS, GOVERNMENT AND FOUNDATION GRANTS AND INDIVIDUAL DONATIONS. THE ORGANIZATION INVESTS THESE RESOURCES IN SUPPORT OF THREE PRIORITY COMMUNITY ISSUES: EARLY CHILDHOOD DEVELOPMENT, POSITIVE YOUTH DEVELOPMENT, AND ECONOMIC PROSPERITY. THE ORGANIZATION PARTNERS WITH A VARIETY OF NONPROFIT ORGANIZATIONS IN BERKSHIRE COUNTY, INCLUDING 18 DEGREES, HABITAT FOR HUMANITY, AND GREENAGERS. THE ORGANIZATION LEADS SEVERAL INITIATIVES TO ADDRESS COMMUNITY NEEDS. IN FYE 6/30/24 GENERAL OPERATING SUPPORT WAS FUNDED ACROSS MANY LOCAL ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $1,616,954 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRETCHEN FAIRFIELD BERKSHIRE UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4134426948 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LAURIE GALLAGHER | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERI BILLINGTON | ||||||
| DIRECTOR BEG 8/25/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAIME CAMPBELL | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL STODDARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA CALLAHAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW KIRCHNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER MONTFERRET | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA GUIDO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID REINHART | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RACHEL MELENDEZ-MABEE | ||||||
| CLERK | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KRYSTLE BLAKE | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MELISSA ORAZIO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HENRY BOTZUM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM DEMARCO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DALTREY TURNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HARRINGTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN HORAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GRETCHEN FAIRFIELD | ||||||
| FINANCE & ADMIN MANAGER-ST | 40.00 | Yes (X) | $45,956 | $0 | $18,846 | |
| TOM BERNARD | ||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $128,485 | $0 | $20,011 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $174,441 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,857 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $60,304 | FundraisingAmt |
| All Other Contributions | $2,187,960 | AllOtherContributionsAmt |
| Noncash Contributions | $620 | NoncashContributionsAmt |
| Total Contributions | $2,248,264 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,981 | TotalRevenueColumnAmt |
| Exclusion | $115,981 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,820,248 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,822,432 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,184 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,184 | TotalRevenueColumnAmt |
| Exclusion | -$2,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $43,108 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $60,304 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $60,270 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,162 | TotalRevenueColumnAmt |
| Exclusion | -$17,162 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN FEE-DESIGNAT. | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $2,109 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,109 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,109 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,347,008 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,109 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $96,635 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,044,691 | TotalAmt |
| Program Services | $1,044,691 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,793 | TotalAmt |
| Program Services | $91,023 | ProgramServicesAmt |
| Management And General | $54,747 | ManagementAndGeneralAmt |
| Fundraising | $91,023 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,488 | TotalAmt |
| Program Services | $244,931 | ProgramServicesAmt |
| Management And General | $11,284 | ManagementAndGeneralAmt |
| Fundraising | $240,273 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,581 | TotalAmt |
| Program Services | $14,722 | ProgramServicesAmt |
| Management And General | $724 | ManagementAndGeneralAmt |
| Fundraising | $14,135 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,417 | TotalAmt |
| Program Services | $21,126 | ProgramServicesAmt |
| Management And General | $917 | ManagementAndGeneralAmt |
| Fundraising | $12,374 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,047 | TotalAmt |
| Program Services | $25,383 | ProgramServicesAmt |
| Management And General | $4,132 | ManagementAndGeneralAmt |
| Fundraising | $25,532 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,150 | TotalAmt |
| Management And General | $21,150 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,081 | TotalAmt |
| Management And General | $32,081 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,777 | TotalAmt |
| Program Services | $9,783 | ProgramServicesAmt |
| Management And General | $4,035 | ManagementAndGeneralAmt |
| Fundraising | $4,959 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,547 | TotalAmt |
| Program Services | $4,463 | ProgramServicesAmt |
| Management And General | $1,120 | ManagementAndGeneralAmt |
| Fundraising | $14,964 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,436 | TotalAmt |
| Program Services | $2,310 | ProgramServicesAmt |
| Management And General | $1,590 | ManagementAndGeneralAmt |
| Fundraising | $7,536 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,815 | TotalAmt |
| Program Services | $20,961 | ProgramServicesAmt |
| Management And General | $7,149 | ManagementAndGeneralAmt |
| Fundraising | $41,705 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,652 | TotalAmt |
| Program Services | $26,260 | ProgramServicesAmt |
| Management And General | $10,507 | ManagementAndGeneralAmt |
| Fundraising | $28,885 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,479 | TotalAmt |
| Program Services | $31,723 | ProgramServicesAmt |
| Management And General | $848 | ManagementAndGeneralAmt |
| Fundraising | $6,908 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,411 | TotalAmt |
| Program Services | $7,764 | ProgramServicesAmt |
| Management And General | $3,106 | ManagementAndGeneralAmt |
| Fundraising | $8,541 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,982 | TotalAmt |
| Program Services | $3,593 | ProgramServicesAmt |
| Management And General | $1,437 | ManagementAndGeneralAmt |
| Fundraising | $3,952 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,435 | TotalAmt |
| Program Services | $3,374 | ProgramServicesAmt |
| Management And General | $1,350 | ManagementAndGeneralAmt |
| Fundraising | $3,711 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DESIGNATED FUNDS | $41,836 | $41,836 | ||
| BANK FEES | $10,210 | $2,355 | $797 | $7,058 |
| GRANTS DATA COLLECTION | $9,946 | $9,946 | ||
| MA 211 FEES | $5,854 | $5,854 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,419 | TotalAmt |
| Program Services | $4,856 | ProgramServicesAmt |
| Management And General | $1,948 | ManagementAndGeneralAmt |
| Fundraising | $1,615 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,289,047 | TotalAmt |
| Program Services | $1,616,954 | ProgramServicesAmt |
| Management And General | $158,922 | ManagementAndGeneralAmt |
| Fundraising | $513,171 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,676 | BOYAmt |
| EOY | $408,762 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,151 | BOYAmt |
| EOY | $207,271 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,280 | BOYAmt |
| EOY | $597,622 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,681 | BOYAmt |
| EOY | $890 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,365 | BOYAmt |
| EOY | $36,081 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $375,774 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $355,218 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,526 | BOYAmt |
| EOY | $20,556 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,538,016 | BOYAmt |
| EOY | $4,039,900 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,720 | BOYAmt |
| EOY | $290,983 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,419,415 | BOYAmt |
| EOY | $5,602,065 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,672 | BOYAmt |
| EOY | $61,393 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,084,733 | BOYAmt |
| EOY | $1,093,792 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,525 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,387 | BOYAmt |
| EOY | $43,133 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,720 | BOYAmt |
| EOY | $290,983 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,580,037 | BOYAmt |
| EOY | $1,494,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,482,944 | BOYAmt |
| EOY | $2,719,455 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,356,434 | BOYAmt |
| EOY | $1,388,309 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,839,378 | BOYAmt |
| EOY | $4,107,764 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,419,415 | BOYAmt |
| EOY | $5,602,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $57,961 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $368,952 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$158,527 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,231,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,535,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,947,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,943,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,248,264 | CurrentTaxYearAmt |
| Total | $12,907,003 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,231,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,535,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,947,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,943,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,248,264 | CurrentTaxYearAmt |
| Total | $12,907,003 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,430,196 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,476,807 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,981 | CurrentTaxYearAmt |
| Total | $459,064 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $21,312 | CurrentTaxYearMinus3YearsAmt |
| Total | $21,312 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,387,379 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $28,306 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,356,434 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $214,256 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $154,917 | OtherExpendituresAmt |
| Administrative Expenses | $31,273 | AdministrativeExpensesAmt |
| End Year Balance | $1,384,500 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,370,759 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $156,672 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $168,211 | OtherExpendituresAmt |
| Administrative Expenses | $27,786 | AdministrativeExpensesAmt |
| End Year Balance | $1,356,434 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,672,109 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$198,415 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $90,005 | OtherExpendituresAmt |
| Administrative Expenses | $12,930 | AdministrativeExpensesAmt |
| End Year Balance | $1,370,759 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,528,089 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $319,071 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $162,794 | OtherExpendituresAmt |
| Administrative Expenses | $12,257 | AdministrativeExpensesAmt |
| End Year Balance | $1,672,109 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,563,026 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $63,688 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $86,453 | OtherExpendituresAmt |
| Administrative Expenses | $12,172 | AdministrativeExpensesAmt |
| End Year Balance | $1,528,089 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.22300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.77700 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,878 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,878 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $310,896 | OtherCostOrOtherBasisAmt |
| Depreciation | $290,340 | DepreciationAmt |
| Book Value | $20,556 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,556 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET | Desc |
| Book Value | $290,983 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $290,983 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE LIABILITY | Desc |
| Amt | $290,983 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $290,983 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,700,508 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $368,952 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,195 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $60,270 | OtherRevenueAmt |
| Revenue Not Reported | $432,417 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,268,091 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $32,081 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $46,836 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $78,917 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,347,008 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,432,122 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,195 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $213,797 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $216,992 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,215,130 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $32,081 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $41,836 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $73,917 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,289,047 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | CONTRIBUTIONS THAT ARE DESIGNATED TO A SPECIFIC THIRD-PARTY BENEFICIARY ARE RECORDED AS A LIABILITY AT THE TIME THAT THE CONTRIBUTION IS RECEIVED. THESE PLEDGES ARE PAID TO DESIGNATED AGENCIES, AS RECEIVED, WITH PAYMENTS ISSUED AT LEAST TWICE PER YEAR. |
| PART X, LINE 2: | MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER JUNE 30, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RE-CLASS FUNDRAISING EXPENSE 60,270. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED CONTRIBUTIONS 41,836. ACTUAL BAD DEBT WRITE-OFFS 5,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RE-CLASS FUNDRAISING EXPENSE 60,270. PY GRANT WRITE-OFFS 153,527. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS FROM DONOR DESIGNATED FUNDS 41,836. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RED TEE TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $36,222 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $19,271 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,951 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,050 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,071 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $11,696 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF FOR GOOD | Event2Nm |
| Gross Receipts Event2 | $33,065 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $16,203 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,862 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $7,310 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,372 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,414 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $34,125 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $24,830 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $9,295 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,412 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $9,053 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,150 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,741 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $103,412 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $60,304 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $43,108 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,772 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $21,496 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,150 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,851 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $60,269 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$17,161 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 18 DEGREES | ||||||||
| 480 WEST STREET | PITTSFIELD | MA | 01201 | 042225238 | 501 (C) 3 | $90,000 | $0 | EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT/ECONOMIC PROSPERITY |
| BARRINGTON STAGE COMPANY | ||||||||
| 122 NORTH STREET | PITTSFIELD | MA | 01203 | 043263298 | 501 (C) 3 | $22,000 | $0 | POSITIVE YOUTH DEVELOPMENT |
| BERKSHIRE COUNTY HEAD START | ||||||||
| 1 MEADOW LANE | PITTSFIELD | MA | 01201 | 042578986 | 501 (C) 3 | $45,000 | $0 | EARLY CHILDHOOD DEVELOPMENT |
| BERKSHIRE COUNTY KIDS PLACE AND VIOLENCE PREVENTION CENTER | ||||||||
| 63 WENDELL AVENUE | PITTSFIELD | MA | 01202 | 043193833 | 501 (C) 3 | $35,000 | $0 | POSITIVE YOUTH DEVELOPMENT |
| BERKSHIRE HILLS REGIONAL SCHOOL DISTRICT | ||||||||
| 50 MAIN STREET | STOCKBRIDGE | MA | 01262 | 042754124 | 501 (C) 3 | $45,000 | $0 | POSITIVE YOUTH DEVELOPMENT |
| BERKSHIRE NURSING FAMILIES | ||||||||
| PO BOX 341 | ADAMS | MA | 01220 | 043529643 | 501 (C) 3 | $20,000 | $0 | EARLY CHILDHOOD DEVELOPMENT/ECONOMIC PROSPERITY |
| BERKSHIRE PULSE | ||||||||
| 420 PARK ST 3RD FLOOR PO BOX 37 | HOUSATONIC | MA | 01236 | 432052204 | 501 (C) 3 | $25,000 | $0 | POSITIVE YOUTH DEVELOPMENT |
| BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER | ||||||||
| 15 CRISSEY ROAD | GREAT BARRINGTON | MA | 01230 | 043348584 | 501 (C) 3 | $35,000 | $0 | EARLY CHILDHOOD DEVELOPMENT |
| BERKSHIRE THEATRE GROUP | ||||||||
| 111 SOUTH STREET | PITTSFIELD | MA | 01201 | 046134497 | 501 (C) 3 | $17,500 | $0 | POSITIVE YOUTH DEVELOPMENT |
| CENTRAL BERKSHIRE HABITAT FOR HUMANITY | ||||||||
| 314 COLUMBUS AVENUE | PITTSFIELD | MA | 01201 | 043157085 | 501 (C) 3 | $65,000 | $0 | ECONOMIC PROSPERITY |
| CHILD CARE OF THE BERKSHIRES | ||||||||
| 210 STATE STREET | NORTH ADAMS | MA | 01247 | 042457299 | 501 (C) 3 | $70,000 | $0 | EARLY CHILDHOOD DEVELOPMENT/ECONOMIC PROSPERITY |
| COMMUNITY HEALTH PROGRAMS | ||||||||
| 444 STOCKBRIDGE ROAD | GREAT BARRINGTON | MA | 01230 | 042582119 | 501 (C) 3 | $20,000 | $0 | EARLY CHILDHOOD DEVELOPMENT |
| DALTON COMMUNITY RECREATION ASSOCIATION | ||||||||
| 400 MAIN STREET | DALTON | MA | 01226 | 042103761 | 501 (C) 3 | $35,000 | $0 | EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT |
| ELIZABETH FREEMAN CENTER | ||||||||
| 43 FRANCIS AVENUE | PITTSFIELD | MA | 01201 | 042584551 | 501 (C) 3 | $75,000 | $0 | EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT/ECONOMIC PROSPERITY |
| FLYING CLOUD INSTITUTE | ||||||||
| 352 MAIN STREET SUITE 212 | GREAT BARRINGTON | MA | 01230 | 042730172 | 501 (C) 3 | $30,000 | $0 | POSITIVE YOUTH DEVELOPMENT |
| GLADYS ALLEN BRIGHAM COMMUNITY CENTER | ||||||||
| 165 EAST STREET | PITTSFIELD | MA | 01201 | 042178889 | 501 (C) 3 | $75,000 | $0 | EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT |
| GREENAGERS | ||||||||
| 62 UNDERMOUNTAIN ROAD | SOUTH EGREMONT | MA | 01258 | 461728356 | 501 (C) 3 | $45,000 | $0 | POSITIVE YOUTH DEVELOPMENT |
| LEE YOUTH ASSOCIATION | ||||||||
| 480 PLEASANT STREET | LEE | MA | 01238 | 042700429 | 501 (C) 3 | $40,000 | $0 | EARLY CHILDHOOD DEVELOPMENT |
| LITERACY NETWORK OF SOUTH BERKSHIRE INC | ||||||||
| 100 MAIN STREET | LEE | MA | 01238 | 043252289 | 501 (C) 3 | $10,000 | $0 | ECONOMIC PROSPERITY |
| NATIONAL ALLIANCE FOR THE MENTALLY ILL OF BERKSHIRE COUNTY INC | ||||||||
| 333 EAST STREET RM 417 | PITTSFIELD | MA | 01201 | 043428325 | 501 (C) 3 | $10,000 | $0 | POSITIVE YOUTH DEVELOPMENT |
| PEDIATRIC DEVELOPMENT CENTER | ||||||||
| 388 COLUMBUS AVENUE EXTENSION | PITTSFIELD | MA | 01201 | 042776797 | 501 (C) 3 | $40,000 | $0 | EARLY CHILDHOOD DEVELOPMENT |
| RAILROAD STREET YOUTH PROJECT | ||||||||
| PO BOX 698 | GREAT BARRINGTON | MA | 01230 | 043531328 | 501 (C) 3 | $40,000 | $0 | POSITIVE YOUTH DEVELOPMENT |
| ROOTS & DREAMS AND MUSTARD SEEDS INC | ||||||||
| 164 SKYLINE TRAIL | HINSDALE | MA | 01235 | 823012805 | 501 (C) 3 | $12,000 | $0 | EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT/ECONOMIC PROSPERITY |
| ROOTS RISING INC | ||||||||
| 437 NORTH STREET | PITTSFIELD | MA | 01201 | 270399304 | 501 (C) 3 | $30,000 | $0 | POSITIVE YOUTH DEVELOPMENT |
| RITES OF PASSAGE AND EMPOWERMENT | ||||||||
| 741 TYLER STREET | PITTSFIELD | MA | 01201 | 874393361 | 501 (C) 3 | $25,000 | $0 | POSITIVE YOUTH DEVELOPMENT |
| VOLUNTEERS IN MEDICINE | ||||||||
| 777 MAIN STREET 4 | GREAT BARRINGTON | MA | 01230 | 900140004 | 501 (C) 3 | $35,000 | $0 | ECONOMIC PROSPERITY |
| BERKSHIRE HORSE WORKS | ||||||||
| 101 PATTON ROAD | RICHMOND | MA | 01254 | 465419671 | 501 (C) 3 | $10,000 | $0 | ECONOMIC PROSPERITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 27 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | COMMUNITY IMPACT GRANTS ARE AWARDED TO AGENCIES FOR SPECIFIC PROGRAMS FOR ONE OR TWO YEARS AND ARE CONTINGENT ON SATISFACTORY PROGRAM PERFORMANCE, CONTRACT COMPLIANCE, AND AVAILABLE FUNDS. FUNDED COMMUNITY IMPACT PARTNERS ARE REQUIRED TO SUBMIT QUARTERLY REPORTS ON DEMOGRAPHICS AND PERFORMANCE OUTCOMES VIA THE SECURE ONLINE DATA MANAGEMENT SYSTEM, CLEAR IMPACT SCORECARD. BERKSHIRE UNITED WAY CONDUCTS SITE VISITS FOR ALL COMMUNITY PARTNERS AT LEAST ANNUALLY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE ORGANIZATION'S EXECUTIVE COMMITTEE "SHALL EXERCISE SUCH POWERS AS THE BOARD OF DIRECTORS SHALL DELEGATE AND SHALL, IN GENERAL, EXERCISE THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS THEREOF." |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS DISTRIBUTED TO LEADERSHIP STAFF FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CODE OF ETHICS IS DISTRIBUTED ANNUALLY. WITHIN THIS DOCUMENT IS THE BERKSHIRE UNITED WAY CONFLICT OF INTEREST POLICY. STAFF, VOLUNTEERS, COMMITTEE MEMBERS, AND BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM WHICH ASKS ABOUT OTHER COMMITTEES, BOARD MEMBERSHIP, AS WELL AS ANY OTHER CONFLICTS SUCH AS FAMILY RELATIONSHIPS. THESE DOCUMENTS ARE REVIEWED BY SEVERAL STAFF MEMBERS TO DETERMINE IF FURTHER ACTION IS REQUIRED. AS INDIVIDUALS ARE NOMINATED TO COMMITTEES OR ASSIGNED TASKS, THESE DOCUMENTS ARE USED TO ENSURE THAT ANY CONFLICTS, REAL OR PERCEIVED, ARE IDENTIFIED. THE POLICY WAS REVIEWED AND UPDATED IN SEPTEMBER, 2010 TO INCLUDE CIRCUMSTANCES WHERE COMMUNITY INVESTMENTS ARE VOTED ON AT BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15 | EACH SPRING AS PART OF THE BUDGET PROCESS THE FINANCE TEAM PREPARES AN ANALYSIS OF THE CURRENT FY PROJECTED PERSONNEL EXPENDITURES (SALARY, MEDICAL/DENTAL INSURANCE, OTHER EMPLOYEE INSURANCES, FICA, AND 403(B) CONTRIBUTIONS). THIS IS THEN USED TO BUILD A BASIS FOR THE NEXT FY BUDGET WHILE FACTORING IN EXPECTED STAFFING CHANGES, RESULTING IMPACTS, INSURANCE RATE INCREASES, INSURANCE RATE SPLITS, 403(B) MATCH AND PROFIT SHARE PERCENTAGES, AND A POTENTIAL SALARY RAISE POOL. THE HR COMMITTEE PROVIDES RECOMMENDATIONS TO THE DEVELOPMENT AND FINANCE COMMITTEES TO REVIEW BEFORE TAKING IT TO THE BOARD FOR FINAL APPROVAL. ONCE THE BOARD HAS APPROVED THE NEXT FISCAL YEAR PERSONNEL AND BENEFITS COMPENSATIONS THE PRESIDENT AND CEO IS THEN CHARGED WITH FINAL DETERMINATIONS FOR SALARY INCREASES BASED ON MERIT, PROMOTIONS, MARKET ADJUSTMENTS, OR INTERNAL PARITY. THE DATE OF THE LAST COMPENSATION REVIEW WAS ON 5/12/2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST TO THE PUBLIC. THE FEDERAL FORM 990, AUDITED FINANCIAL STATEMENTS, AND ANNUAL REPORT ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | ACTUAL BAD DEBT WRITE-OFFS -158,527. |
| PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS FROM THE PRIOR YEAR. |