2025-05-15T12:06:01-05:00 2024-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2023-07-01 042104841 BERKSHIRE UNITED WAY INC BERK 4134426948 200 SOUTH STREET PITTSFIELD MA 012016807 THOMAS BERNARD PRESIDENT 4134426948 2025-05-15 1 0 RUDY M D'AGOSTINO P00962620 4135368510 2025-05-15 2023 2025-03-06 01:10:19Z THOMAS BERNARD 200 SOUTH STREET PITTSFIELD MA 01201 4229710 0 X WWW.BERKSHIREUNITEDWAY.ORG X 1952 MA TO IGNITE THE COLLECTIVE POWER OF INDIVIDUALS & ORGANIZATIONS TO BUILD A STRONGER COMMUNITY TOGETHER. 17 17 12 329 0 0 2021261 2248264 0 0 180682 113797 -22623 -15053 2179320 2347008 1038544 1044691 0 0 791203 852326 0 0 513171 486203 392030 2315950 2289047 -136630 57961 5419415 5602065 1580037 1494301 3839378 4107764 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. 0 0 1616954 1044691 2109 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. 1616954 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X X GRETCHEN FAIRFIELD BERKSHIRE UNITED WAY INC 4134426948 200 SOUTH STREET PITTSFIELD MA 01201 LAURIE GALLAGHER CHAIR 1.00 X X 0 0 0 TERI BILLINGTON DIRECTOR BEG 8/25/23 1.00 X 0 0 0 JAIME CAMPBELL TREASURER 1.00 X X 0 0 0 MICHAEL STODDARD DIRECTOR 1.00 X 0 0 0 PATRICIA CALLAHAN DIRECTOR 1.00 X 0 0 0 MATTHEW KIRCHNER DIRECTOR 1.00 X 0 0 0 CHRISTOPHER MONTFERRET DIRECTOR 1.00 X 0 0 0 BARBARA GUIDO DIRECTOR 1.00 X 0 0 0 DAVID REINHART DIRECTOR 1.00 X 0 0 0 RACHEL MELENDEZ-MABEE CLERK 1.00 X X 0 0 0 KRYSTLE BLAKE VICE CHAIR 1.00 X X 0 0 0 MELISSA ORAZIO DIRECTOR 1.00 X 0 0 0 HENRY BOTZUM DIRECTOR 1.00 X 0 0 0 WILLIAM DEMARCO DIRECTOR 1.00 X 0 0 0 DALTREY TURNER DIRECTOR 1.00 X 0 0 0 DAVID HARRINGTON DIRECTOR 1.00 X 0 0 0 BRIAN HORAN DIRECTOR 1.00 X 0 0 0 GRETCHEN FAIRFIELD FINANCE & ADMIN MANAGER-ST 40.00 X 45956 0 18846 TOM BERNARD PRESIDENT/CEO 40.00 X 128485 0 20011 174441 0 38857 1 0 0 0 0 60304 2187960 620 2248264 115981 115981 1820248 1822432 -2184 -2184 -2184 43108 60304 60270 -17162 -17162 ADMIN FEE-DESIGNAT. 561000 2109 2109 2109 2347008 2109 0 96635 1044691 1044691 236793 91023 54747 91023 496488 244931 11284 240273 29581 14722 724 14135 34417 21126 917 12374 55047 25383 4132 25532 21150 21150 32081 32081 18777 9783 4035 4959 20547 4463 1120 14964 11436 2310 1590 7536 69815 20961 7149 41705 65652 26260 10507 28885 39479 31723 848 6908 19411 7764 3106 8541 8982 3593 1437 3952 8435 3374 1350 3711 DESIGNATED FUNDS 41836 41836 BANK FEES 10210 2355 797 7058 GRANTS DATA COLLECTION 9946 9946 MA 211 FEES 5854 5854 8419 4856 1948 1615 2289047 1616954 158922 513171 711676 408762 102151 207271 683280 597622 1681 890 22365 36081 375774 355218 25526 20556 3538016 4039900 334720 290983 5419415 5602065 69672 61393 1084733 1093792 26525 5000 64387 43133 334720 290983 1580037 1494301 X 2482944 2719455 1356434 1388309 3839378 4107764 5419415 5602065 X 57961 368952 -158527 X X 0 1 X 1 0 X 4231619 2535440 1947944 1943736 2248264 12907003 4231619 2535440 1947944 1943736 2248264 12907003 1430196 11476807 140355 55191 63283 84254 115981 459064 21312 21312 13387379 28306 0.85730 0.84800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1356434 214256 154917 31273 1384500 1370759 25000 156672 168211 27786 1356434 1672109 -198415 90005 12930 1370759 1528089 319071 162794 12257 1672109 1563026 63688 86453 12172 1528089 0.22300 0.77700 0 0 64878 64878 0 310896 290340 20556 20556 RIGHT OF USE ASSET 290983 290983 RIGHT OF USE LIABILITY 290983 290983 X 2700508 368952 3195 60270 432417 2268091 32081 46836 78917 2347008 2432122 3195 213797 216992 2215130 32081 41836 73917 2289047 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. RED TEE TOURNAMENT 36222 19271 16951 7050 6071 1000 11696 GOLF FOR GOOD 33065 16203 16862 7310 6372 4414 2 34125 24830 9295 4412 9053 1150 1741 103412 60304 43108 18772 21496 2150 17851 60269 -17161 1 18 DEGREES 480 WEST STREET PITTSFIELD MA 01201 042225238 501 (C) 3 90000 0 EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT/ECONOMIC PROSPERITY BARRINGTON STAGE COMPANY 122 NORTH STREET PITTSFIELD MA 01203 043263298 501 (C) 3 22000 0 POSITIVE YOUTH DEVELOPMENT BERKSHIRE COUNTY HEAD START 1 MEADOW LANE PITTSFIELD MA 01201 042578986 501 (C) 3 45000 0 EARLY CHILDHOOD DEVELOPMENT BERKSHIRE COUNTY KIDS PLACE AND VIOLENCE PREVENTION CENTER 63 WENDELL AVENUE PITTSFIELD MA 01202 043193833 501 (C) 3 35000 0 POSITIVE YOUTH DEVELOPMENT BERKSHIRE HILLS REGIONAL SCHOOL DISTRICT 50 MAIN STREET STOCKBRIDGE MA 01262 042754124 501 (C) 3 45000 0 POSITIVE YOUTH DEVELOPMENT BERKSHIRE NURSING FAMILIES PO BOX 341 ADAMS MA 01220 043529643 501 (C) 3 20000 0 EARLY CHILDHOOD DEVELOPMENT/ECONOMIC PROSPERITY BERKSHIRE PULSE 420 PARK ST 3RD FLOOR PO BOX 37 HOUSATONIC MA 01236 432052204 501 (C) 3 25000 0 POSITIVE YOUTH DEVELOPMENT BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER 15 CRISSEY ROAD GREAT BARRINGTON MA 01230 043348584 501 (C) 3 35000 0 EARLY CHILDHOOD DEVELOPMENT BERKSHIRE THEATRE GROUP 111 SOUTH STREET PITTSFIELD MA 01201 046134497 501 (C) 3 17500 0 POSITIVE YOUTH DEVELOPMENT CENTRAL BERKSHIRE HABITAT FOR HUMANITY 314 COLUMBUS AVENUE PITTSFIELD MA 01201 043157085 501 (C) 3 65000 0 ECONOMIC PROSPERITY CHILD CARE OF THE BERKSHIRES 210 STATE STREET NORTH ADAMS MA 01247 042457299 501 (C) 3 70000 0 EARLY CHILDHOOD DEVELOPMENT/ECONOMIC PROSPERITY COMMUNITY HEALTH PROGRAMS 444 STOCKBRIDGE ROAD GREAT BARRINGTON MA 01230 042582119 501 (C) 3 20000 0 EARLY CHILDHOOD DEVELOPMENT DALTON COMMUNITY RECREATION ASSOCIATION 400 MAIN STREET DALTON MA 01226 042103761 501 (C) 3 35000 0 EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT ELIZABETH FREEMAN CENTER 43 FRANCIS AVENUE PITTSFIELD MA 01201 042584551 501 (C) 3 75000 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 30000 0 POSITIVE YOUTH DEVELOPMENT GLADYS ALLEN BRIGHAM COMMUNITY CENTER 165 EAST STREET PITTSFIELD MA 01201 042178889 501 (C) 3 75000 0 EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT GREENAGERS 62 UNDERMOUNTAIN ROAD SOUTH EGREMONT MA 01258 461728356 501 (C) 3 45000 0 POSITIVE YOUTH DEVELOPMENT LEE YOUTH ASSOCIATION 480 PLEASANT STREET LEE MA 01238 042700429 501 (C) 3 40000 0 EARLY CHILDHOOD DEVELOPMENT LITERACY NETWORK OF SOUTH BERKSHIRE INC 100 MAIN STREET LEE MA 01238 043252289 501 (C) 3 10000 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 10000 0 POSITIVE YOUTH DEVELOPMENT PEDIATRIC DEVELOPMENT CENTER 388 COLUMBUS AVENUE EXTENSION PITTSFIELD MA 01201 042776797 501 (C) 3 40000 0 EARLY CHILDHOOD DEVELOPMENT RAILROAD STREET YOUTH PROJECT PO BOX 698 GREAT BARRINGTON MA 01230 043531328 501 (C) 3 40000 0 POSITIVE YOUTH DEVELOPMENT ROOTS & DREAMS AND MUSTARD SEEDS INC 164 SKYLINE TRAIL HINSDALE MA 01235 823012805 501 (C) 3 12000 0 EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT/ECONOMIC PROSPERITY ROOTS RISING INC 437 NORTH STREET PITTSFIELD MA 01201 270399304 501 (C) 3 30000 0 POSITIVE YOUTH DEVELOPMENT RITES OF PASSAGE AND EMPOWERMENT 741 TYLER STREET PITTSFIELD MA 01201 874393361 501 (C) 3 25000 0 POSITIVE YOUTH DEVELOPMENT VOLUNTEERS IN MEDICINE 777 MAIN STREET 4 GREAT BARRINGTON MA 01230 900140004 501 (C) 3 35000 0 ECONOMIC PROSPERITY BERKSHIRE HORSE WORKS 101 PATTON ROAD RICHMOND MA 01254 465419671 501 (C) 3 10000 0 ECONOMIC PROSPERITY 27 PART I, LINE 2: 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. 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.