BERKSHIRE UNITED WAY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BERKSHIRE UNITED WAY INC (EIN 04-2104841)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-04
- IRS object ID
- 201933089349301918
- Schema version
- 2018v3.1
- 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 | 2019-11-04T14:11:44-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | CANDACE WINKLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4134426948 | PhoneNum |
| Signature | 2019-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDY M D'AGOSTINO | PreparerPersonNm |
| PTIN | P00962620 | PTIN |
| Phone | 4135368510 | PhoneNum |
| Preparation | 2019-10-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.222.29.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-25 | IPDt |
| IP Tm | 14:25:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C50EC3C7DB01CE7364838C83162B54065C41DB7A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5F4CBDCC106A8A3009941DE7CA21FA9945174D58 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CANDACE WINKLER | 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 | $3,591,830 | 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 | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 674 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,566,674 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,282,892 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $294,962 | PYInvestmentIncomeAmt |
| CY Investment Income | $84,562 | CYInvestmentIncomeAmt |
| PY Other Revenue | $71,388 | PYOtherRevenueAmt |
| CY Other Revenue | $101,178 | CYOtherRevenueAmt |
| PY Total Revenue | $2,933,024 | PYTotalRevenueAmt |
| CY Total Revenue | $2,468,632 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,168,743 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,354,025 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $969,637 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $871,698 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $9,240 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $444,725 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $699,335 | PYOtherExpensesAmt |
| CY Other Expenses | $515,732 | CYOtherExpensesAmt |
| PY Total Expenses | $2,846,955 | PYTotalExpensesAmt |
| CY Total Expenses | $2,741,455 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $86,069 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$272,823 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,762,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,542,069 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,567,229 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,551,070 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,194,991 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,990,999 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BERKSHIRE UNITED WAY IGNITES THE COLLECTIVE POWER OF INDIVIDUALS AND ORGANIZATIONS TO BUILD A STRONGER COMMUNITY TOGETHER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,052,592 | ExpenseAmt |
| Grant | $1,354,025 | GrantAmt |
| Revenue | $9,085 | 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 LITERACY, POSITIVE YOUTH DEVELOPMENT AND ECONOMIC PROSPERITY. THE ORGANIZATION PARTNERS WITH A VARIETY OF NONPROFIT ORGANIZATIONS IN BERKSHIRE COUNTY. THE ORGANIZATION LEADS SEVERAL INITIATIVES TO ADDRESS COMMUNITY NEEDS INCLUDING PITTSFIELD PROMISE, CHAPTER ONE AND THE ECONOMIC PROSPERITY IMPACT COUNCIL. | Desc |
| Total Program Service Expenses | $2,052,592 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | 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 | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | Yes (1) | 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 | VALERIE SCHUECKLER 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 (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CHRISTOPHER MATHEWS | ||||||
| CLERK | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER MARCHETTI | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD ROWE | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| URSULA MALOY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER GLOCKNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES LEACH III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VERONICA TORRES MARTIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS MCNALLY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN RUDLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALYCIA SACCO-DUQUETTE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA WYNN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JASON CUYLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WARREN DEWS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON OSTRANDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAM SMITH | ||||||
| DIRECTOR | 1.00 | 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 | |
| JAMIE CAMPBELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURIE GALLAGHER | ||||||
| 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 | |
| KRISTINE HAZZARD | ||||||
| PRESIDENT & CEO (THRU 6/30/19) | 40.00 | Yes (X) | $117,873 | $0 | $9,578 | |
| VALERIE SCHUECKLER | ||||||
| CHIEF FINANCIAL OFFICER (START 10/1/18) | 40.00 | Yes (X) | $42,706 | $0 | $12,572 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $160,579 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,150 | 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 | $25,000 | FundraisingAmt |
| Government Grants | $106,758 | GovernmentGrantsAmt |
| All Other Contributions | $2,151,134 | AllOtherContributionsAmt |
| Noncash Contributions | $15,705 | NoncashContributionsAmt |
| Total Contributions | $2,282,892 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,332 | TotalRevenueColumnAmt |
| Exclusion | $73,332 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $87,905 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,589 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,316 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,316 | TotalRevenueColumnAmt |
| Exclusion | $13,316 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,031,313 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,020,083 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,230 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,230 | TotalRevenueColumnAmt |
| Exclusion | $11,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $109,202 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $25,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $28,526 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,676 | TotalRevenueColumnAmt |
| Exclusion | $80,676 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMIN FEE ON DESIGNATIONS | 561000 | $9,085 | $9,085 | |
| K-1: 200 SOUTH ST CONDO RENTAL | 900001 | -$1,899 | -$1,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,186 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,468,632 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,085 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $176,655 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354,025 | TotalAmt |
| Program Services | $1,354,025 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,742 | TotalAmt |
| Program Services | $81,097 | ProgramServicesAmt |
| Management And General | $58,915 | ManagementAndGeneralAmt |
| Fundraising | $62,730 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,193 | TotalAmt |
| Program Services | $255,794 | ProgramServicesAmt |
| Management And General | $71,216 | ManagementAndGeneralAmt |
| Fundraising | $190,183 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,623 | TotalAmt |
| Program Services | $4,983 | ProgramServicesAmt |
| Management And General | $3,275 | ManagementAndGeneralAmt |
| Fundraising | $8,365 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,158 | TotalAmt |
| Program Services | $33,630 | ProgramServicesAmt |
| Management And General | $6,853 | ManagementAndGeneralAmt |
| Fundraising | $35,675 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,982 | TotalAmt |
| Program Services | $28,190 | ProgramServicesAmt |
| Management And General | $10,028 | ManagementAndGeneralAmt |
| Fundraising | $20,764 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,222 | TotalAmt |
| Program Services | $8,666 | ProgramServicesAmt |
| Management And General | $35,674 | ManagementAndGeneralAmt |
| Fundraising | $17,882 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,090 | TotalAmt |
| Management And General | $27,090 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,984 | TotalAmt |
| Program Services | $53,797 | ProgramServicesAmt |
| Management And General | $3,556 | ManagementAndGeneralAmt |
| Fundraising | $22,631 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,725 | TotalAmt |
| Program Services | $13,782 | ProgramServicesAmt |
| Management And General | $462 | ManagementAndGeneralAmt |
| Fundraising | $4,481 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,804 | TotalAmt |
| Program Services | $40,523 | ProgramServicesAmt |
| Management And General | $9,583 | ManagementAndGeneralAmt |
| Fundraising | $15,698 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,007 | TotalAmt |
| Program Services | $7,748 | ProgramServicesAmt |
| Management And General | $323 | ManagementAndGeneralAmt |
| Fundraising | $936 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,309 | TotalAmt |
| Program Services | $3,358 | ProgramServicesAmt |
| Management And General | $301 | ManagementAndGeneralAmt |
| Fundraising | $1,650 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,663 | TotalAmt |
| Program Services | $12,019 | ProgramServicesAmt |
| Management And General | $4,694 | ManagementAndGeneralAmt |
| Fundraising | $34,950 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,438 | TotalAmt |
| Program Services | $26,579 | ProgramServicesAmt |
| Management And General | $3,189 | ManagementAndGeneralAmt |
| Fundraising | $5,670 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,769 | TotalAmt |
| Program Services | $12,467 | ProgramServicesAmt |
| Management And General | $993 | ManagementAndGeneralAmt |
| Fundraising | $2,309 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,452 | TotalAmt |
| Program Services | $4,839 | ProgramServicesAmt |
| Management And General | $581 | ManagementAndGeneralAmt |
| Fundraising | $1,032 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DESIGNATED FUNDS | $106,519 | $106,519 | ||
| OTHER OPERATING EXPENSE | $15,285 | $4,066 | $694 | $10,525 |
| SUPPLIES | $12,019 | $5,670 | $6,349 | |
| BANK CHARGES | $3,083 | $855 | $2,228 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,363 | TotalAmt |
| Program Services | $510 | ProgramServicesAmt |
| Management And General | $186 | ManagementAndGeneralAmt |
| Fundraising | $667 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,741,455 | TotalAmt |
| Program Services | $2,052,592 | ProgramServicesAmt |
| Management And General | $244,138 | ManagementAndGeneralAmt |
| Fundraising | $444,725 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,566 | BOYAmt |
| EOY | $327,605 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,847 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $820,657 | BOYAmt |
| EOY | $652,902 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,849 | BOYAmt |
| EOY | $2,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,459 | BOYAmt |
| EOY | $21,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,011,186 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $736,190 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,099 | BOYAmt |
| EOY | $274,996 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,276,743 | BOYAmt |
| EOY | $3,262,311 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,762,220 | BOYAmt |
| EOY | $4,542,069 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,404 | BOYAmt |
| EOY | $81,692 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,759 | BOYAmt |
| EOY | $1,362,389 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,066 | BOYAmt |
| EOY | $106,989 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,567,229 | BOYAmt |
| EOY | $1,551,070 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,558,255 | BOYAmt |
| EOY | $1,427,973 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,448 | BOYAmt |
| EOY | $1,076,738 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $486,288 | BOYAmt |
| EOY | $486,288 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,194,991 | BOYAmt |
| EOY | $2,990,999 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,762,220 | BOYAmt |
| EOY | $4,542,069 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$272,823 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $123,847 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$55,016 | 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 | $2,740,755 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,696,210 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,571,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,458,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,225,978 | CurrentTaxYearAmt |
| Total | $13,693,483 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,740,755 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,696,210 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,571,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,458,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,225,978 | CurrentTaxYearAmt |
| Total | $13,693,483 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,415,145 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,278,338 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,639 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $161,237 | CurrentTaxYearAmt |
| Total | $442,148 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,656 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,753 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,778 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,676 | CurrentTaxYearAmt |
| Total | $257,356 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,392,987 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $82,738 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
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 | $1,636,736 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $91,606 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $165,316 | OtherExpendituresAmt |
| End Year Balance | $1,563,026 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,660,917 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $62,437 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $86,618 | OtherExpendituresAmt |
| End Year Balance | $1,636,736 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $590,623 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $89,330 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,036 | OtherExpendituresAmt |
| End Year Balance | $1,660,917 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $605,346 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,798 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,521 | OtherExpendituresAmt |
| End Year Balance | $590,623 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $625,845 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,275 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $38,774 | OtherExpendituresAmt |
| End Year Balance | $605,346 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.31110 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.68890 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,939 | OtherCostOrOtherBasisAmt |
| Book Value | $128,939 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $616,967 | OtherCostOrOtherBasisAmt |
| Depreciation | $500,610 | DepreciationAmt |
| Book Value | $116,357 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $265,280 | OtherCostOrOtherBasisAmt |
| Depreciation | $235,580 | DepreciationAmt |
| Book Value | $29,700 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $274,996 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,514,657 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $123,846 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $7,688 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $103,115 | OtherRevenueAmt |
| Revenue Not Reported | $234,649 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,280,008 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,090 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $161,534 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $188,624 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,468,632 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,718,649 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $7,688 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $103,115 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $110,803 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,607,846 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,090 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $106,519 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $133,609 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,741,455 | 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, 2016. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL PROPERTY EXPENSES NETTED AGAINST RENTAL INCOME ON FORM 990 74,589. FUNDRAISING EXPENSE RECLASSIFIED AGAINST FUNDRAISING REVENUE 28,526. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED CONTRIBUTIONS 106,519. CHANGE IN UNCOLLECTIBLE PLEDGES 56,914. K-1 PASSTHROUGH INCOME LOSS -1,899. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL PROPERTY EXPENSES TO BE NETTED AGAINST RENTAL INCOME 74,589. FUNDRAISING ALLOCATED AGAINST REVENUES 28,526. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS FROM DONOR DESIGNATED FUNDS 106,519. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | UNITED AT THE TABLE | Event1Nm |
| Gross Receipts Event1 | $79,687 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $54,687 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,803 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,068 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,428 | OtherDirectExpensesEvent1Amt |
| Event2 | CEO DINNER | Event2Nm |
| Gross Receipts Event2 | $49,025 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $49,025 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $300 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,007 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,100 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,848 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,490 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $5,490 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $4,487 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,485 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $134,202 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $109,202 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,103 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,562 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,100 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,761 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,526 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $80,676 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (42 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVENUE FLOOR 9 | NEW YORK | NY | 10158 | 131818723 | 501(C)3 | $25,000 | A WORLD OF DIFFERENCE |
| BERKSHIRE BABY BOX | |||||||
| PO BOX 587 | SOUTH EGREMONT | MA | 01258 | 811531520 | 501(C)3 | $10,000 | HELLO IT'S ME PROJECT |
| BERKSHIRE CHILDREN AND FAMILIES | |||||||
| 480 WEST STREET | PITTSFIELD | MA | 01201 | 042226238 | 501(C)3 | $40,000 | EMPATH HOME VISITING |
| BERKSHIRE CHILDREN AND FAMILIES | |||||||
| 480 WEST STREET | PITTSFIELD | MA | 01201 | 042226238 | 501(C)3 | $40,000 | PITTSFIELD COMMUNITY CONNECTION |
| BERKSHIRE CHILDREN AND FAMILIES | |||||||
| 480 WEST STREET | PITTSFIELD | MA | 01201 | 042226238 | 501(C)3 | $50,000 | EARLY EDUCATION AND CARE |
| BERKSHIRE COUNTY HEAD START | |||||||
| 1 MEADOW LANE | PITTSFIELD | MA | 01201 | 042578986 | 501(C)3 | $40,000 | CHILD DEVELOPMENT PROGRAM |
| BERKSHIRE COUNTY KIDS PLACE AND VIOLENCE PREVENTION CENTER | |||||||
| 63 WENDELL AVE | PITTSFIELD | MA | 01201 | 043193833 | 501(C)3 | $45,000 | TRAUMA RECOVERY PROGRAM |
| BERKSHIRE FAMILY YMCA | |||||||
| 292 NORTH STREET | PITTSFIELD | MA | 01201 | 042104837 | 501(C)3 | $25,000 | PITTSFIELD PRESCHOOL PROGRAM |
| BERKSHIRE HILLS REGIONAL SCHOOL DISTRICT | |||||||
| 50 MAIN STREET | STOCKBRIDGE | MA | 01262 | 042754124 | 501(C)3 | $12,500 | PROJECT CONNECTION AT MONUMENT VALLEY REGIONAL MIDDLE SCHOOL |
| BERKSHIRE HILLS REGIONAL SCHOOL DISTRICT | |||||||
| 50 MAIN STREET | STOCKBRIDGE | MA | 01262 | 042754124 | 501(C)3 | $40,000 | PROJECT CONNECTION AT MUDDY BROOK REGIONAL ELEMENTARY SCHOOL |
| BERKSHIRE NURSING FAMILIES | |||||||
| PO BOX 341 | ADAMS | MA | 01220 | 043529643 | 501(C)3 | $25,000 | CENTRAL AND SOUTH BERKSHIRE COUNTY LACTATION SUPPORT PROJECT |
| BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER | |||||||
| 15 CRISSEY ROAD | GREAT BARRINGTON | MA | 01230 | 043348584 | 501(C)3 | $15,000 | ACTION ADVENTURES OUT OF SCHOOL |
| BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER | |||||||
| 15 CRISSEY ROAD | GREAT BARRINGTON | MA | 01230 | 043348584 | 501(C)3 | $15,000 | SUNSHINE PRESCHOOL |
| BERKSHIRE THEATRE GROUP | |||||||
| 111 SOUTH STREET | PITTSFIELD | MA | 01201 | 046134497 | 501(C)3 | $12,000 | MIDDLE SCHOOL AFTER SCHOOL PROGRAM |
| CENTER FOR PEACE THROUGH CULTURE | |||||||
| 151 FRONT STREET | HOUSATONIC | MA | 01236 | 542081431 | 501(C)3 | $32,000 | CPC LIFESCHOOL PILOT AT CROSBY ELEMENTARY SCHOOL |
| CENTRAL BERKSHIRE HABITAT FOR HUMANITY | |||||||
| 314 COLUMBUS AVE | PITTSFIELD | MA | 01201 | 043157085 | 501(C)3 | $30,000 | VITA |
| CHILD CARE OF THE BERKSHIRES | |||||||
| 210 STATE STREET | NORTH ADAMS | MA | 01247 | 042457299 | 501(C)3 | $15,000 | CHILD CARE SERVICES - NORMAN ROCKWELL & FAMILY CHILD CARE |
| CHILD CARE OF THE BERKSHIRES | |||||||
| 210 STATE STREET | NORTH ADAMS | MA | 01247 | 042457299 | 501(C)3 | $40,000 | PARENTCHILD+ |
| CHILD CARE OF THE BERKSHIRES | |||||||
| 210 STATE STREET | NORTH ADAMS | MA | 01247 | 042457299 | 501(C)3 | $75,000 | HEALTHY FAMILIES |
| COMMUNITY HEALTH PROGRAMS | |||||||
| 444 STOCKBRIDGE ROAD | GREAT BARRINGTON | MA | 01230 | 042582119 | 501(C)3 | $25,000 | PARENTCHILD+ |
| COMMUNITY HEALTH PROGRAMS | |||||||
| 444 STOCKBRIDGE ROAD | GREAT BARRINGTON | MA | 01230 | 042582119 | 501(C)3 | $25,000 | CARE COORDINATION PROGRAM AT BERKSHIRE PEDIATRICS |
| CONSTRUCT | |||||||
| 41 MAHAIWE STREET | GREAT BARRINGTON | MA | 01230 | 237099108 | 501(C)3 | $20,500 | PATHWAYS TO THE TRADES |
| DALTON COMMUNITY RECREATION ASSOCIATION | |||||||
| 400 MAIN STREET | DALTON | MA | 01226 | 042103761 | 501(C)3 | $7,500 | ADAPTIVE PROGRAM |
| DALTON COMMUNITY RECREATION ASSOCIATION | |||||||
| 400 MAIN STREET | DALTON | MA | 01226 | 042103761 | 501(C)3 | $12,000 | LEADER'S CLUB |
| DALTON COMMUNITY RECREATION ASSOCIATION | |||||||
| 400 MAIN STREET | DALTON | MA | 01226 | 042103761 | 501(C)3 | $15,000 | KIDS CLUB AFTER SCHOOL PROGRAM |
| ELIZABETH FREEMAN CENTER | |||||||
| 43 FRANCIS AVENUE | PITTSFIELD | MA | 01201 | 042584551 | 501(C)3 | $30,000 | MONEY SCHOOL |
| ELIZABETH FREEMAN CENTER | |||||||
| 43 FRANCIS AVENUE | PITTSFIELD | MA | 01201 | 042584551 | 501(C)3 | $35,000 | CHILD SAFE CHILD STRONG PROGRAM |
| FLYING CLOUD INSTITUTE | |||||||
| 352 MAIN STREET SUITE 212 | GREAT BARRINGTON | MA | 01230 | 042730172 | 501(C)3 | $25,000 | YOUNG WOMEN IN SCIENCE |
| GLADYS ALLEN BRIGHAM COMMUNITY CENTER | |||||||
| 165 EAST STREET | PITTSFIELD | MA | 01201 | 042178889 | 501(C)3 | $35,000 | GIRLS INC. |
| GLADYS ALLEN BRIGHAM COMMUNITY CENTER | |||||||
| 165 EAST STREET | PITTSFIELD | MA | 01201 | 042178889 | 501(C)3 | $40,680 | EARLY CHILDHOOD EDUCATION |
| GREENAGERS | |||||||
| 62 UNDERMOUNTAIN ROAD | SOUTH EGREMONT | MA | 01258 | 461728356 | 501(C)3 | $25,000 | COMMUNITY WORK INITIATIVE |
| LEE PUBLIC SCHOOLS | |||||||
| 32 MAIN STREET | LEE | MA | 01238 | GOVERNMENT ENTITY | $14,184 | EXPRESSIVE ARTS | |
| LEE PUBLIC SCHOOLS | |||||||
| 32 MAIN STREET | LEE | MA | 01238 | GOVERNMENT ENTITY | $32,100 | BRIDGE TO COLLEGE AND CAREER PROGRAM | |
| LEE YOUTH ASSOCIATION | |||||||
| 480 PLEASANT STREET | LEE | MA | 01238 | 042700429 | 501(C)3 | $40,500 | BUSY BEE LEARNING CENTER |
| LEVER INC | |||||||
| 85 MAIN STREET SUITE 218 | NORTH ADAMS | MA | 01247 | 464159401 | 501(C)3 | $56,250 | BERKSHIRE BUSINESS INTERNS |
| MASSHIRE BERKSHIRE WORKFORCE BOARD | |||||||
| 66 ALLEN STREET | PITTSFIELD | MA | 01201 | 222489896 | 501(C)3 | $78,750 | BERKSHIRE RECRUITER |
| PEDIATRIC DEVELOPMENT CENTER | |||||||
| 388 COLUMBUS AVE EXT | PITTSFIELD | MA | 01201 | 042776797 | 501(C)3 | $26,800 | PAL PLAY AND LEARN |
| PEDIATRIC DEVELOPMENT CENTER | |||||||
| 388 COLUMBUS AVE EXT | PITTSFIELD | MA | 01201 | 042776797 | 501(C)3 | $30,000 | SOUTH COUNTY EARLY INTERVENTION |
| RAILROAD STREET YOUTH PROJECT | |||||||
| PO BOX 698 | GREAT BARRINGTON | MA | 01230 | 043531328 | 501(C)3 | $13,000 | SEXUAL HEALTH INITIATIVE |
| RAILROAD STREET YOUTH PROJECT | |||||||
| PO BOX 698 | GREAT BARRINGTON | MA | 01230 | 043531328 | 501(C)3 | $24,200 | MENTORING PROGRAM |
| ROOTS RISING | |||||||
| 437 NORTH STREET | PITTSFIELD | MA | 01201 | 270399304 | 501(C)3 | $25,000 | ROOTS RISING |
| THE SALVATION ARMY | |||||||
| 298 WEST STREET | PITTSFIELD | MA | 01201 | 580660607 | 501(C)3 | $25,000 | BRIDGING THE GAP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | 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 1 | 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 BASED ON UNITED WAY WORLDWIDE AND LOCAL DATA IN MAY OF 2019. |
| 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: | RECORD PARTNERSHIP K-1 ACTIVITY ON 990 1,898. CHANGE IN UNCOLLECTIBLE PLEDGES -56,914. |
| PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 200 SOUTH STREET CONDOMINIUM TRUST | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 043414279 | EIN |
| Primary Activities | MANAGE AND REGULATE THE 200 SOUTH ST CONDO | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKSHIRE UNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$1,898 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,551 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.67500 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |