2022-12-13T11:52:45-06:00 2022-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2021-07-01 042104841 BERKSHIRE UNITED WAY INC BERK 4134426948 200 SOUTH STREET PITTSFIELD MA 012016807 THOMAS BERNARD PRESIDENT 4134426948 2022-12-12 1 THOMAS BERNARD 999009999 RUDY M D'AGOSTINO P00962620 4135368510 2022-12-12 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JENNIFER COSCIA 200 SOUTH STREET PITTSFIELD MA 01201 2891218 0 X WWW.BERKSHIREUNITEDWAY.ORG X 1952 MA TO IGNITE THE COLLECTIVE POWER OF INDIVIDUALS & ORGANIZATIONS TO BUILD A STRONGER COMMUNITY TOGETHER. 20 20 13 440 0 0 2584637 2036123 0 0 118059 138561 12159 -7836 2714855 2166848 1472098 1059250 0 0 741098 711352 0 0 440643 402335 422179 2615531 2192781 99324 -25933 5732714 4999831 1359496 1187592 4373218 3812239 BERKSHIRE UNITED WAY IGNITES THE COLLECTIVE POWER OF INDIVIDUALS AND ORGANIZATIONS TO BUILD A STRONGER COMMUNITY TOGETHER. 0 0 1544945 1059250 3944 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 LITERACY, POSITIVE YOUTH DEVELOPMENT AND ECONOMIC PROSPERITY. THE ORGANIZATION PARTNERS WITH A VARIETY OF NONPROFIT ORGANIZATIONS IN BERKSHIRE COUNTY, INCLUDING READY4K, BERKSHIRE BOOKHOUSES AND WEEREAD. THE ORGANIZATION LEADS SEVERAL INITIATIVES TO ADDRESS COMMUNITY NEEDS. IN FYE 6/30/22, 38 PROGRAMS WERE FUNDED ACROSS 25 LOCAL ORGANIZATIONS. 1544945 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 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 0 0 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X JENNIFER COSCIA BERKSHIRE UNITED WAY INC 4134426948 200 SOUTH STREET PITTSFIELD MA 01201 CANDACE WINKLER PRESIDENT & CEO - THRU 8/31/21 40.00 X 103573 0 6981 VALERIE SCHUECKLER DIRECTOR OF FINANCE - THRU 5/13/22 40.00 X 72710 0 19725 LAURIE GALLAGHER DIR THRU 8/31/21;PRES 9/21 - 1/22;DIRECTOR 14.00 X X 10600 0 0 TOM BERNARD PRESIDENT/CEO-START 1/24/22 40.00 X 0 0 0 MICHAEL STODDARD CHAIR 1.00 X X 0 0 0 JAIME CAMPBELL TREASURER 1.00 X X 0 0 0 CHRISTINA WYNN CLERK 1.00 X X 0 0 0 SAM SMITH BOARD CLERK - THRU 5/26/22 1.00 X X 0 0 0 JENNIFER GLOCKNER DIRECTOR 1.00 X 0 0 0 CHARLES LEACH III DIRECTOR 1.00 X 0 0 0 VERONICA TORRES MARTIN DIRECTOR 1.00 X 0 0 0 JASON CUYLER DIRECTOR 1.00 X 0 0 0 WARREN DEWS DIRECTOR 1.00 X 0 0 0 JASON OSTRANDER 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 DIRECTOR 1.00 X 0 0 0 KRYSTLE BLAKE DIRECTOR STARTING 6/30/21 1.00 X 0 0 0 MELISSA LOIODICI-WALKER DIRECTOR - STARTING 8/27/21 1.00 X 0 0 0 HENRY BOTZUM DIRECTOR - STARTING 9/24/21 1.00 X 0 0 0 BILL DEMARCO DIRECTOR - STARTING 9/24/21 1.00 X 0 0 0 DALTREY TURNER DIRECTOR - STARTING 11/19/21 1.00 X 0 0 0 186883 0 26706 1 0 0 0 0 39300 1996823 1300 2036123 63283 63283 762454 687176 75278 75278 75278 25414 39300 37194 -11780 -11780 ADMIN FEE-DESIGNAT. 561000 3944 3944 3944 2166848 3944 0 126781 1059250 1059250 191759 72902 45955 72902 409813 178837 43672 187304 6839 6839 53519 16933 8620 27966 49422 21151 7269 21002 19400 19400 31036 31036 49837 12257 20667 16913 12658 4961 1493 6204 11054 8178 288 2588 53364 21751 5537 26076 75403 34724 11237 29442 1111 152 2 957 11211 695 672 9844 35792 16464 5369 13959 14702 6763 2205 5734 7168 3297 1075 2796 DESIGNATED FUNDS 67734 67734 GRANTS DATA COLLECTION 9989 9989 BANK CHARGES 6906 2087 696 4123 MA 211 FEES 5854 5854 8960 966 2000 5994 2192781 1544945 207193 440643 1105558 905398 745859 601842 5702 4103 15306 23708 363698 334421 25980 29277 3834309 3435503 5732714 4999831 70269 43379 1205379 1053607 15000 10000 68848 80606 1359496 1187592 X 2701109 2441480 1672109 1370759 4373218 3812239 5732714 4999831 X -25933 -570518 35472 X X 0 1 X 1 0 X 2458736 2225978 4231619 2535440 2036123 13487896 2458736 2225978 4231619 2535440 2036123 13487896 1533064 11954832 82639 161237 140355 55191 63283 502705 45778 80676 21312 147766 14138367 46501 0.84560 0.80340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1672109 -198415 90005 12930 1370759 1528089 319071 162794 12257 1672109 1563026 63688 86453 12172 1528089 1636736 91606 165316 1563026 1660917 62437 86618 1636736 0.22530 0.77470 0 0 64877 63589 1288 298821 270832 27989 29277 X 1520234 -570518 9508 37194 -523816 2044050 31036 91762 122798 2166848 2081213 9508 37194 46702 2034511 31036 127234 158270 2192781 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, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: RE-CLASS FUNDRAISING EXPENSE 37,194. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 67,734. ACTUAL BAD DEBT WRITE-OFFS 24,028. PART XII, LINE 2D - OTHER ADJUSTMENTS: RE-CLASS FUNDRAISING EXPENSE 37,194. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS FROM DONOR DESIGNATED FUNDS 67,734. GRANTS PAYABLE/REVERSAL OF GRANT EXPENDITURES 59,500. HERE FOR GOOD 39300 39300 13376 GOLF FOR GOOD 24815 24815 1400 6820 7009 8589 1 599 599 64714 39300 25414 1400 6820 7009 21965 37194 -11780 1 18 DEGREES (FORMALLY BERKSHIRE CHILDREN AND FAMILIES) 480 WEST STREET PITTSFIELD MA 01201 042226238 501(C)3 45000 0 EARLY EDUCATION AND CARE BERKSHIRE HILLS REGIONAL SCHOOL DISTRICT 50 MAIN STREET STOCKBRIDGE MA 01262 042754124 501(C)3 40000 0 PROJECT CONNECTION AT MUDDY BROOK REGIONAL ELEMENTARY SCHOOL BERKSHIRE NURSING FAMILIES PO BOX 341 ADAMS MA 01220 043529643 501(C)3 20000 0 CENTRAL AND SOUTH BERKSHIRE LACTATION SUPPORT PROGRAM BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER 15 CRISSEY ROAD GREAT BARRINGTON MA 01230 043348584 501(C)3 15000 0 ACTION ADVENTURES DAY CAMP BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER 15 CRISSEY ROAD GREAT BARRINGTON MA 01230 043348584 501(C)3 15000 0 ACTION ADVENTURES OUT OF SCHOOL BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER 15 CRISSEY ROAD GREAT BARRINGTON MA 01230 043348584 501(C)3 15000 0 SUNSHINE PRESCHOOL CHILD CARE OF THE BERKSHIRES 210 STATE STREET NORTH ADAMS MA 01247 042457299 501(C)3 15000 0 EEC - NORMAN ROCKWELL & FAMILY CHILD CARE CHILD CARE OF THE BERKSHIRES 210 STATE STREET NORTH ADAMS MA 01247 042457299 501(C)3 50000 0 HEALTHY FAMILIES CHILD CARE OF THE BERKSHIRES 210 STATE STREET NORTH ADAMS MA 01247 042457299 501(C)3 40000 0 PARENTCHILD+ COMMUNITY HEALTH PROGRAMS 444 STOCKBRIDGE ROAD GREAT BARRINGTON MA 01230 042582119 501(C)3 25000 0 PARENTCHILD+ DALTON COMMUNITY RECREATION ASSOCIATION 400 MAIN STREET DALTON MA 01226 042103761 501(C)3 15000 0 KIDS CLUB AFTER SCHOOL PROGRAM DALTON COMMUNITY RECREATION ASSOCIATION 400 MAIN STREET DALTON MA 01226 042103761 501(C)3 15000 0 SUMMER CAMP ELIZABETH FREEMAN CENTER 43 FRANCIS AVENUE PITTSFIELD MA 01201 042584551 501(C)3 35000 0 CHILD SAFE CHILD STRONG PROGRAM GLADYS ALLEN BRIGHAM COMMUNITY CENTER 165 EAST STREET PITTSFIELD MA 01201 042178889 501(C)3 41000 0 EARLY CHILDHOOD EDUCATION VOLUNTEERS IN MEDICINE (VIM) 777 MAIN STREET 4 GREAT BARRINGTON MA 01201 900140004 501(C)3 35000 0 SOCIAL DETERMINANTS OF HEALTH ANTI-DEFAMATION LEAGUE 605 3RD AVENUE FLOOR 9 NEW YORK NY 10158 131818723 501(C)3 15000 0 NO PLACE FOR HATE AND PEER TRAINING PROGRAM 18 DEGREES (FORMALLY BERKSHIRE CHILDREN AND FAMILIES) 480 WEST STREET PITTSFIELD MA 01201 042226238 501(C)3 40000 0 PARENT WELLNESS / EMPATH 18 DEGREES (FORMALLY BERKSHIRE CHILDREN AND FAMILIES) 480 WEST STREET PITTSFIELD MA 01201 042226238 501(C)3 25000 0 PITTSFIELD COMMUNITY CONNECTION BERKSHIRE COUNTY HEAD START 1 MEADOW LANE PITTSFIELD MA 01201 042578986 501(C)3 40000 0 RESILIENCY GRANT BERKSHIRE HILLS REGIONAL SCHOOL DISTRICT 50 MAIN STREET STOCKBRIDGE MA 01262 042754124 501(C)3 12500 0 PROJECT CONNECTION AT W.B. DUBOIS MIDDLE SCHOOL BERKSHIRE THEATRE GROUP 111 SOUTH STREET PITTSFIELD MA 01201 046134497 501(C)3 12000 0 CAREER READINESS PROGRAM CENTRAL BERKSHIRE HABITAT FOR HUMANITY 314 COLUMBUS AVE PITTSFIELD MA 01201 043157085 501(C)3 30000 0 VITA CENTRAL BERKSHIRE HABITAT FOR HUMANITY 314 COLUMBUS AVE PITTSFIELD MA 01201 043157085 501(C)3 30000 0 BUILD AND REPAIR CORPS CENTRAL BERKSHIRE HABITAT FOR HUMANITY 314 COLUMBUS AVE PITTSFIELD MA 01201 043157085 501(C)3 20000 0 COMMUNITY NAVIGATOR PROGRAM - WORKING CITIES BERKSHIRE BRIDGES DALTON COMMUNITY RECREATION ASSOCIATION 400 MAIN STREET DALTON MA 01226 042103761 501(C)3 10000 0 LEADER'S CLUB ELIZABETH FREEMAN CENTER 43 FRANCIS AVENUE PITTSFIELD MA 01201 042584551 501(C)3 30000 0 MONEY SCHOOL FLYING CLOUD INSTITUTE 352 MAIN STREET SUITE 212 GREAT BARRINGTON MA 01230 042730172 501(C)3 25000 0 YOUNG WOMEN IN SCIENCE GLADYS ALLEN BRIGHAM COMMUNITY CENTER 165 EAST STREET PITTSFIELD MA 01201 042178889 501(C)3 35000 0 GIRLS INC. GREENAGERS 62 UNDERMOUNTAIN ROAD SOUTH EGREMONT MA 01258 461728356 501(C)3 25000 0 COMMUNITY WORK INITIATIVE LEE PUBLIC SCHOOLS 32 MAIN STREET LEE MA 01238 GOVERNMENT ENTITY 14000 0 EXPRESSIVE ARTS LEE YOUTH ASSOCIATION 480 PLEASANT STREET LEE MA 01238 042700429 501(C)3 41000 0 BUSY BEE LEARNING CENTER PEDIATRIC DEVELOPMENT CENTER 388 COLUMBUS AVE EXT PITTSFIELD MA 01201 042776797 501(C)3 20000 0 PAL PLAY AND LEARN PEDIATRIC DEVELOPMENT CENTER 388 COLUMBUS AVE EXT PITTSFIELD MA 01201 042776797 501(C)3 20000 0 SOUTH COUNTY EARLY INTERVENTION RAILROAD STREET YOUTH PROJECT PO BOX 698 GREAT BARRINGTON MA 01230 043531328 501(C)3 24000 0 MENTORING PROGRAM RAILROAD STREET YOUTH PROJECT PO BOX 698 GREAT BARRINGTON MA 01230 043531328 501(C)3 10000 0 SEXUAL HEALTH INITIATIVE ROOTS RISING 437 NORTH STREET PITTSFIELD MA 01201 270399304 501(C)3 25000 0 YOUTH CREWS BERKSHIRE COUNTY KIDS PLACE AND VIOLENCE PREVENTION CENTER 63 WENDELL AVENUE PITTSFIELD MA 01202 043193833 501(C)3 45000 0 TRAUMA RECOVERY PROGRAM BARRINGTON STAGE COMPANY 122 NORTH ST PITTSFIELD MA 01203 043263298 501(C)3 25000 0 PLAYWRIGHT MENTORING PROJECT (PMP) BERKSHIRE PULSE 420 PARK ST 3RD FLOOR PO BOX 37 HOUSATONIC MA 01236 432052204 501(C)3 15000 0 RESILIENCY GRANT GREENAGERS 62 UNDERMOUNTAIN ROAD SOUTH EGREMONT MA 01258 461728356 501(C)3 20000 0 PATHWAYS TO THE TRADES 39 1 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, THE FINANCE COMMITTEE, AND THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. 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 THE ORGANIZATION USES SALARY DATA FROM THE UNITED WAY WORLDWIDE AS WELL AS THE LOCAL MARKET. THESE SALARIES ARE REVIEWED BY THE HUMAN RESOURCES COMMITTEE AND APPROVED BY THE BOARD. THE BOARD APPROVED A NEW SALARY STRUCTURE FOR THE CEO BASED ON UNITED WAY WORLDWIDE AND LOCAL DATA IN MAY OF 2021. 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 -24,028. GRANTS PAYABLE/REVERSAL OF GRANT EXPENDITURES 59,500. PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS FROM THE PRIOR YEAR.