2016-11-10T13:07:33-06:00 2016-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2015-07-01 042104841 BERKSHIRE UNITED WAY INC BERK 4134426948 200 SOUTH STREET PITTSFIELD MA 012016807 KRISTINE HAZZARD PRESIDENT 4134426948 2016-11-01 1 RUDY M D'AGOSTINO P00962620 4135368510 2016-10-24 2015 2017-02-10 21:41:12Z KRISTINE HAZZARD 200 SOUTH STREET PITTSFIELD MA 01201 4519965 0 X WWW.BERKSHIREUNITEDWAY.ORG X 1952 MA IMPROVING THE QUALITY OF LIFE IN BERKSHIRE COUNTY BY MOBILIZING RESOURCES TO ADDRESS COMMUNITY PRIORITIES AND CREATE SUSTAINABLE CHANGE. 23 23 22 989 17962 2858 2812074 2778317 0 0 236939 29412 56707 65576 3105720 2873305 1355970 1159980 0 0 781647 985012 10910 7100 421381 777120 773801 2925647 2925893 180073 -52588 4105306 3941434 1769861 1764842 2335445 2176592 X IMPROVING THE QUALITY OF LIFE IN BERKSHIRE COUNTY BY MOBILIZING RESOURCES TO ADDRESS COMMUNITY PRIORITIES AND CREATE SUBSTAINABLE CHANGE. 0 0 2183104 1159980 25815 THE ORGANIZATION RAISES FUNDS THROUGH WORKPLACE CAMPAIGNS (EMPLOYEE PAYROLL DEDUCTION, CORPORATE GIFTS AND 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 FINANCIAL STABILITY, THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. WITH LEADERSHIP FROM STAFF AND VOLUNTEERS WITH EXPERTISE IN EACH OF THESE AREAS, STRATEGIES ARE DEVELOPED TO IMPACT POSITIVE CHANGE. THE ORGANIZATION FUNDS EVIDENCE-BASED PROGRAMS AND SERVICES PROVIDED BY A VARIETY OF NONPROFIT ORGANIZATIONS IN BERKSHIRE COUNTY THAT ADDRESS THE THREE PRIORITY COMMUNITY ISSUES. THE ORGANIZATION LEADS SEVERAL INITIATIVES, USING CROSS SECTOR ENGAGEMENT AND THE COLLECTIVE IMPACT FRAMEWORK TO IDENTIFY SHARED GOALS, MEASURES AND ALIGN PROGRAMS AND SERVICES TO REACH SPECIFIED OUTCOMES. INITIATIVES INCLUDE THE PITTSFIELD PROMISE AND CHAPTER ONE OUR TOWNS, OUR KIDS, OUR FUTURE (EARLY LITERACY COALITIONS); PITTSFIELD PREVENTION PARTNERSHIP (ADOLESCENT SUBSTANCE ABUSE PREVENTION); AND FACE THE FACTS: REDUCE TEEN PREGNANCY. THE ORGANIZATION RECENTLY PARTNERED WITH FIVE WORKPLACES ACROSS THE COUNTY TO LAUNCH THE WORKPLACE RESOURCE COORDINATOR PROGRAM WHICH IS FOCUSED ON INCREASING THE FINANCIAL STABILITY OF LOW AND MODERATE INCOME RESIDENTS OF BERKSHIRE COUNTY. 2183104 1 1 0 1 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 1 0 0 0 0 1 0 0 0 1 X 25 0 1 22 1 1 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X KRISTINE HAZZARD BERKSHIRE UNITED WAY INC 4134426948 200 SOUTH STREET PITTSFIELD MA 01201 ROBERT VAUGHAN DIRECTOR - THRU 6/23 1.00 X 0 0 0 TANYA EDWARDS DIRECTOR 1.00 X 0 0 0 RENEE NICOLE DAVIES DIRECTOR 1.00 X 0 0 0 PETER MARCHETTI DIR. THRU 6/23-TREASURER AS OF 6/24 1.00 X 0 0 0 SILVANA KIRBY DIRECTOR - THRU 12/2/15 1.00 X 0 0 0 CHRISTINA BARRETT DIRECTOR 1.00 X 0 0 0 KEVIN KULIGA DIRECTOR - THRU 6/23 1.00 X 0 0 0 LAWRENCE HARNETT DIRECTOR 1.00 X 0 0 0 MICHAEL FERRY DIRECTOR 1.00 X 0 0 0 COLLEEN LUSSIER DIRECTOR 1.00 X 0 0 0 ARTHUR MILANO DIRECTOR 1.00 X 0 0 0 GERALD MURRAY DIRECTOR 1.00 X 0 0 0 RICHARD ROWE DIR. THRU 6/23-VICE-CHAIR AS OF 6/24 1.00 X 0 0 0 URSULA ALLEN DIRECTOR 1.00 X 0 0 0 JAMES BOEHM DIRECTOR 1.00 X 0 0 0 JENNIFER GLOCKNER DIRECTOR 1.00 X 0 0 0 CHUCK LEACH III DIRECTOR 1.00 X 0 0 0 DARRIN HARRIS DIRECTOR 1.00 X 0 0 0 ALICE MAGGIO DIRECTOR 1.00 X 0 0 0 DOUGLAS MCNALLY DIRECTOR 1.00 X 0 0 0 ELLEN RUDLEY DIRECTOR 1.00 X 0 0 0 ALYCIA SACCO-DUQUETTE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER SMITH DIRECTOR 1.00 X 0 0 0 CHRISTOPHER MATHEWS BOARD CHAIR 1.00 X X 0 0 0 CAROL LEIBINGER-HEALEY TREASURER THRU 6/23-DIR. AS OF 6/24 1.00 X X 0 0 0 BRENDA BURDICK V.CHAIR THRU 6/23-CLERK AS OF 6/24 1.00 X X 0 0 0 JUNE ROY-MARTIN CLERK - THRU 6/23 1.00 X X 0 0 0 KRISTINE HAZZARD PRESIDENT & CEO 40.00 X 106148 0 8150 JENNIFER COSCIA DIRECTOR OF FINANCE & ADMI 40.00 X 65570 0 1245 171718 0 9395 1 0 0 0 0 279773 2498544 36745 2778317 51270 51270 84930 67898 17032 17032 17032 1540175 1562033 -21858 -21858 -21858 38528 16729 21799 21799 ADMIN FEE ON DESIGNATIONS 561000 24160 24160 MISCELLANEOUS INCOME 900099 1655 1655 K-1: 200 SOUTH ST CONDO 900001 930 930 26745 2873305 25815 17962 51211 1159980 1159980 170155 44046 72590 53519 632677 343865 100236 188576 34119 16033 9226 8860 80291 30199 23102 26990 67770 29085 14849 23836 16800 16800 1000 1000 7100 7100 19530 19530 128765 113006 2442 13317 47405 19235 72 28098 5344 183 840 4321 66880 30194 19748 16938 19827 9309 4882 5636 10745 5864 3107 1774 33152 21559 8014 3579 28023 12330 7286 8407 25874 11385 6728 7761 6012 2535 1748 1729 DESIGNATED FUNDS 252542 252542 SUPPLIES 59717 42940 5108 11669 MISCELLANEOUS 33373 31228 2032 113 EQUIPMENT MAINTENANCE 11922 6113 3068 2741 6890 1473 5417 2925893 2183104 321408 421381 249184 404639 9758 27396 1091699 988807 25017 24210 21199 25478 938467 643061 333711 295406 2374738 2175498 4105306 3941434 54971 69639 1507107 1272853 151194 232563 56589 189787 1769861 1764842 X 1690099 1534725 159058 155579 486288 486288 2335445 2176592 4105306 3941434 X -52588 -45699 -60566 X X 0 1 X 1 0 X 2330869 2185775 2870890 2740755 2696210 12824499 2330869 2185775 2870890 2740755 2696210 12824499 1378421 11446078 51744 47199 45439 51981 65375 261738 4206 3861 17398 42493 25656 93614 11341 15051 26392 13206243 61700 0.86670 0.86520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 1000 0 0 0 0 0 1000 0 PART II-B, LINE 1: EFFORTS TO SUPPORT POSITIVE YOUTH DEVELOPMENT AND EARLY CHILDHOOD BALLOT INITIATIVES IN SUPPORT OF THE COMMUNITY. 0 151194 81369 232563 1 X 605346 2798 17521 590623 625845 18275 38774 605346 341827 79005 218971 13958 625845 325240 20359 -3772 341827 333950 -3787 -4923 325240 0.00000 0.82340 0.17660 0 0 128939 128939 580867 439013 141854 228661 204048 24613 295406 X 2557633 -45699 17239 66967 38507 2519126 19530 334649 354179 2873305 2716486 17239 67898 85137 2631349 19530 275014 294544 2925893 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, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: K-1 PASSTHROUGH INCOME/LOSS -931. RENTAL PROPERTY EXPENSES NETTED AGAINST RENTAL INCOME ON FORM 990 67,898. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 252,542. CHANGE IN UNCOLLECTIBLE PLEDGES 82,107. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL PROPERTY EXPENSES TO BE NETTED AGAINST RENTAL INCOME 67,898. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS FROM DONOR DESIGNATED FUNDS 252,542. ADJUSTMENT TO PRIOR YEAR GRANTS REPORTED ON THE FINANCIAL STATEMENTS 22,472. LIVE UNITED 7185 7185 500 4142 500 663 MOVERS & SHAKERS/ DAY OF CARING 30493 30493 3069 6055 500 1300 37678 37678 3569 10197 1000 1963 16729 20949 1 BARRINGTON STAGE CO INC 30 UNION STREET PITTSFIELD MA 01201 043263298 501(C)3 30000 POSITIVE YOUTH DEVELOPMENT BERKSHIRE CHILDREN AND FAMILIES INC 480 WEST STREET PITTSFIELD MA 01201 042226238 501(C)3 150000 EARLY CHILDHOOD LITERACY BERKSHIRE COMMUNITY ACTION COUNCIL 1531 EAST STREET PITTSFIELD MA 01201 042422074 501(C)3 285000 FINANCIAL STABILITY BERKSHIRE COUNTY KIDS' PLACE 63 WENDELL AVENUE PITTSFIELD MA 01201 043193833 501(C)3 40000 EARLY CHILDHOOD LITERACY BERKSHIRE COUNTY REGIONAL EMP BOARD INC 66 ALLEN STREET PITTSFIELD MA 01201 043291395 501(C)3 20000 POSITIVE YOUTH DEVELOPMENT BERKSHIRE FAMILY YMCA 292 NORTH STREET PITTSFIELD MA 01201 042104837 501(C)3 15000 POSITIVE YOUTH DEVELOPMENT BERKSHIRE HILLS REGIONAL SCHOOL DISTRICT 50 MAIN STREET STOCKBRIDGE MA 01262 042754124 501(C)3 40000 EARLY CHILDHOOD LITERACY CHILD CARE OF THE BERKSHIRES INC 210 STATE STREET NORTH ADAMS MA 01247 042457299 501(C)3 147000 EARLY CHILDHOOD LITERACY CITY OF PITTSFIELDPITTSFIELD POLICE DEPARTMENT 70 ALLEN STREET PITTSFIELD MA 01201 GOVERNMENT ENTITY 50000 POSITIVE YOUTH DEVELOPMENT COMMUNITY HEALTH PROGRAMS INC 444 STOCKBRIDGE ROAD GREAT BARRINGTON MA 01230 042582119 501(C)3 25000 EARLY CHILDHOOD LITERACY DALTON COMMUNITY RECREATION ASSOCIATION 400 MAIN STREET DALTON MA 01226 042103761 501(C)3 25000 POSITIVE YOUTH DEVELOPMENT ELIZABETH FREEMAN CENTER 43 FRANCIS AVENUE PITTSFIELD MA 01201 042584551 501(C)3 35000 POSITIVE YOUTH DEVELOPMENT FLYING CLOUD INSTITUTE 731 S SANDISFIELD ROAD NEW MARLBOROUGH MA 01230 042730172 501(C)3 18000 POSITIVE YOUTH DEVELOPMENT GLADYS ALLEN BRIGHAM COMMUNITY CENTER INC 165 EAST STREET PITTSFIELD MA 01201 042178889 501(C)3 97680 EARLY CHILDHOOD LITERACY, POSITIVE YOUTH DEVELOPMENT GREENAGERS 33 ROSSETTER STREET GREAT BARRINGTON MA 01230 461728356 501(C)3 20000 POSITIVE YOUTH DEVELOPMENT LEE YOUTH ASSOCIATION 13 ACADEMY STREET LEE MA 01238 042700429 501(C)3 20000 POSITIVE YOUTH DEVELOPMENT MCLA FOUNDATIONBERKSHIRE COMPACT FOR ED 375 CHURCH STREET NORTH ADAMS MA 01247 042613803 501(C)3 11000 POSITIVE YOUTH DEVELOPMENT PEDIATRIC DEVELOPMENT CENTER INC 388 COLUMBUS AVE EXT PITTSFIELD MA 01201 042776797 501(C)3 56800 EARLY CHILDHOOD LITERACY RAILROAD STREET YOUTH PROJECT PO BOX 698 GREAT BARRINGTON MA 01230 043531328 501(C)3 49500 POSITIVE YOUTH DEVELOPMENT TAPESTRY HEALTH 296 NONOTUCK STREET FLORENCE MA 01062 237303142 501(C)3 25000 POSITIVE YOUTH DEVELOPMENT 20 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 DOLLARS. THE GRANTS ARE RECOMMENDED BY STAFF, COMMUNITY VOLUNTEERS AND APPROVED BY THE BOARD OF DIRECTORS. THESE EXPENSES ARE RECORDED PRIOR TO FISCAL YEAR END AND MONTHLY DISTRIBUTIONS WILL BE MADE IN THE SUBSEQUENT FISCAL YEAR. THE ORGANIZATION REQUIRES GRANT RECIPIENTS TO PROVIDE ALL REQUIRED REPORTING IN ORDER TO RECEIVE THEIR LAST PAYMENT. X 1 19400 STICKER PRICE X 1 5865 MARKET QUOTATIONS X 50 WOODEN BOOK BOXES 1 11480 COST TO CONSTRUCT 0 0 0 0 PART V, LINE 7H A CAR DEALERSHIP DONATED A NEW VEHICLE TO THE ORGANIZATION FOR A FUNDRAISING EVENT. AS THE DONATED VEHICLE WAS NEW AND AN INVENTORY ITEM OF THE DONOR, THE FORM 1098-C WAS NOT REQUIRED. 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 11 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 APRIL OF 2015. 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 -931. CHANGE IN UNCOLLECTIBLE PLEDGES -82,107. ADJUSTMENT TO PRIOR YEAR GRANTS REPORTED ON THE FINANCIAL STATEMENTS 22,472. PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS FROM THE PRIOR YEAR. 200 SOUTH STREET CONDOMINIUM TRUST 200 SOUTH STREET PITTSFIELD MA 01201 043414279 MANAGE AND REGULATE THE 200 SOUTH ST CONDO MA BERKSHIRE UNITED WAY UNRELATED 930 3511 0 1 0.67500 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0