BERKSHIRE UNITED WAY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BERKSHIRE UNITED WAY INC (EIN 04-2104841)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201531329349301453
- Schema version
- 2013v4.0
- 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 | 2015-05-12T09:02:54-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVE SUITE 800 | AddressLine1 |
| City | HOLYOKE | City |
| State | MA | State |
| ZIP Code | 01040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 012016807 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTINE HAZZARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4134426948 | PhoneNum |
| Signature | 2015-05-04 | 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 | 2015-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KRISTINE HAZZARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH STREET | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,367,427 | 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 | IMPROVING THE QUALITY OF LIFE IN BERKSHIRE COUNTY BY MOBILIZING RESOURCES TO ADDRESS COMMUNITY PRIORITIES AND CREATE SUSTAINABLE CHANGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 334 | TotalVolunteersCnt |
| Total Gross UBI | $10,922 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $827 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,185,775 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,954,841 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $247,340 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $135,888 | PYInvestmentIncomeAmt |
| CY Investment Income | $193,333 | CYInvestmentIncomeAmt |
| PY Other Revenue | $172,851 | PYOtherRevenueAmt |
| CY Other Revenue | $37,725 | CYOtherRevenueAmt |
| PY Total Revenue | $2,741,854 | PYTotalRevenueAmt |
| CY Total Revenue | $3,185,899 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,390,084 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,651,792 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $709,227 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $778,623 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $299,168 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $443,364 | PYOtherExpensesAmt |
| CY Other Expenses | $538,540 | CYOtherExpensesAmt |
| PY Total Expenses | $2,542,675 | PYTotalExpensesAmt |
| CY Total Expenses | $2,968,955 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $199,179 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $216,944 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,824,721 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,108,367 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,729,165 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,740,279 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,095,556 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,368,088 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IMPROVING THE QUALITY OF LIFE IN BERKSHIRE COUNTY BY MOBILIZING RESOURCES TO ADDRESS COMMUNITY PRIORITIES AND CREATE SUBSTAINABLE CHANGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,363,128 | ExpenseAmt |
| Grant | $1,651,792 | GrantAmt |
| Desc | INVEST IN AND SUPPORT PROGRAMS AND ACTIVITIES IN BERKSHIRE COUNTY THAT IMPROVE THE EDUCATION, FINANCIAL STABILITY AND HEALTH OF THE LOCAL COMMUNITY. THE PROGRAMS AND ACTIVITIES SELECTED ARE IMPLEMENTED BY OTHER NON-PROFIT ORGANIZATIONS AS WELL AS COMMUNITY COALITIONS AND EXPERT VOLUNTEERS THAT FOCUS ON THE FOLLOWING AREAS: (1) ENSURING KINDERGARTEN READINESS AND IMPROVED THIRD GRADE READING PROFICIENCY BY INCREASING ACCESS TO HIGH-QUALITY EARLY CHILDHOOD EDUCATION, (2) EARLY INTERVENTION AND LEARNING PROGRAMS, (3) PREVENTING AND REDUCING YOUTH SUBSTANCE USE, (4) REDUCING TEEN PREGNANCY VIA FACE THE FACTS COALITION, (5) PROVIDING COMPREHENSIVE SUPPORT AND FINANCIAL LITERACY SKILLS TO HELP INDIVIDUALS AND FAMILIES STRUGGLING WITH FINANCIAL STABILITY, (6) BUILDING STRONG, COMPETENT FAMILIES, AND (7) SUPPORT OF MASS 2-1-1 INFORMATION AND REFERRAL PROGRAM. | Desc |
| Total Program Service Expenses | $2,363,128 | 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 | 0 | 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 | 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 | 0 | 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 | Yes (1) | 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 | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 |
| 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 | KRISTINE HAZZARD BERKSHIRE UNITED WAY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4134426948 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH STREET | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 01201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ROBERT VAUGHAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TANYA EDWARDS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RENEE NICOLE DAVIES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA BURDICK | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| M JANET DOHONEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE LUDWISZEWSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUNE ROY-MARTIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER MARCHETTI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SILVANA KIRBY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA BARRETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN KULIGA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE HARNETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER MATTHEWS | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL FERRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARRIN HARRIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL LEIBINGER-HEALEY | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| COLLEEN LUSSIER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR MILANO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD MURRAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STACY MCCANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTA JELLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD ROWE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTINE HAZZARD | ||||||
| PRESIDENT & CEO | 35.00 | $104,719 | $0 | $9,178 | Yes (X) | |
| TIM GRACE START DATE 090913 | ||||||
| DIRECTOR OF FINANCE & ADMINISTRATION | 35.00 | $14,739 | $0 | $1,603 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $119,458 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,781 | 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 |
| Government Grants | $305,350 | GovernmentGrantsAmt |
| All Other Contributions | $2,649,491 | AllOtherContributionsAmt |
| Noncash Contributions | $30,077 | NoncashContributionsAmt |
| Total Contributions | $2,954,841 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,439 | TotalRevenueColumnAmt |
| Exclusion | $45,439 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,408 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $71,804 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,604 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,604 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $12,604 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,250,188 | SecuritiesAmt |
| Other | $1,160 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,103,454 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $146,734 | SecuritiesAmt |
| Other | $1,160 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,894 | TotalRevenueColumnAmt |
| Exclusion | $147,894 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,746 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $6,270 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,476 | TotalRevenueColumnAmt |
| Exclusion | $6,476 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ADMIN & FUND RAISING FEES ON DESI | 561000 | $19,304 | $19,304 | |
| MISCELLANEOUS INCOME | 900099 | $1,023 | $1,023 | |
| K-1 PASSTHROUGH 200 SOUTH ST COND | 900001 | -$1,682 | -$1,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,645 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,185,899 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,327 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,922 | UnrelatedBusinessRevenueAmt |
| Exclusion | $199,809 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,651,792 | TotalAmt |
| Program Services | $1,651,792 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,431 | TotalAmt |
| Program Services | $36,339 | ProgramServicesAmt |
| Management And General | $97,196 | ManagementAndGeneralAmt |
| Fundraising | $20,896 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,440 | TotalAmt |
| Program Services | $304,192 | ProgramServicesAmt |
| Management And General | $44,421 | ManagementAndGeneralAmt |
| Fundraising | $130,827 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,013 | TotalAmt |
| Program Services | $16,802 | ProgramServicesAmt |
| Management And General | $4,204 | ManagementAndGeneralAmt |
| Fundraising | $7,007 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,104 | TotalAmt |
| Program Services | $38,009 | ProgramServicesAmt |
| Management And General | $9,972 | ManagementAndGeneralAmt |
| Fundraising | $16,123 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,635 | TotalAmt |
| Program Services | $28,375 | ProgramServicesAmt |
| Management And General | $11,930 | ManagementAndGeneralAmt |
| Fundraising | $12,330 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,450 | TotalAmt |
| Management And General | $11,450 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,760 | TotalAmt |
| Management And General | $19,760 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,152 | TotalAmt |
| Program Services | $110,947 | ProgramServicesAmt |
| Management And General | $37,749 | ManagementAndGeneralAmt |
| Fundraising | $11,456 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,153 | TotalAmt |
| Program Services | $26,353 | ProgramServicesAmt |
| Management And General | $1,231 | ManagementAndGeneralAmt |
| Fundraising | $17,569 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,164 | TotalAmt |
| Program Services | $1,210 | ProgramServicesAmt |
| Management And General | $658 | ManagementAndGeneralAmt |
| Fundraising | $4,296 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,910 | TotalAmt |
| Program Services | $14,264 | ProgramServicesAmt |
| Management And General | $11,834 | ManagementAndGeneralAmt |
| Fundraising | $25,812 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,537 | TotalAmt |
| Program Services | $152 | ProgramServicesAmt |
| Management And General | $459 | ManagementAndGeneralAmt |
| Fundraising | $926 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,041 | TotalAmt |
| Program Services | $10,485 | ProgramServicesAmt |
| Management And General | $1,200 | ManagementAndGeneralAmt |
| Fundraising | $2,356 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,747 | TotalAmt |
| Program Services | $11,235 | ProgramServicesAmt |
| Management And General | $4,526 | ManagementAndGeneralAmt |
| Fundraising | $3,986 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,174 | TotalAmt |
| Management And General | $1,174 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,887 | TotalAmt |
| Program Services | $8,629 | ProgramServicesAmt |
| Management And General | $8,629 | ManagementAndGeneralAmt |
| Fundraising | $8,629 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,529 | TotalAmt |
| Program Services | $20,328 | ProgramServicesAmt |
| Management And General | $7,201 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,755 | TotalAmt |
| Management And General | $4,755 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $113,948 | $77,018 | $7,483 | $29,447 |
| CONTRACTED SERVICES | $14,734 | $14,734 | ||
| EQUIPMENT MAINTENANCE | $10,555 | $4,866 | $1,586 | $4,103 |
| BANK CHARGES | $5,236 | $2,433 | $2,803 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,808 | TotalAmt |
| Program Services | $2,132 | ProgramServicesAmt |
| Management And General | $2,074 | ManagementAndGeneralAmt |
| Fundraising | $602 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,968,955 | TotalAmt |
| Program Services | $2,363,128 | ProgramServicesAmt |
| Management And General | $306,659 | ManagementAndGeneralAmt |
| Fundraising | $299,168 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,857 | BOYAmt |
| EOY | $237,556 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,475 | BOYAmt |
| EOY | $127,973 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $940,509 | BOYAmt |
| EOY | $1,002,326 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,787 | BOYAmt |
| EOY | $31,936 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,718 | BOYAmt |
| EOY | $17,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $931,970 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $554,115 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,919 | BOYAmt |
| EOY | $377,855 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,196,456 | BOYAmt |
| EOY | $2,312,800 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,824,721 | BOYAmt |
| EOY | $4,108,367 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,679 | BOYAmt |
| EOY | $79,716 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $2,817 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,626 | BOYAmt |
| EOY | $73,358 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,560,860 | BOYAmt |
| EOY | $1,584,388 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,729,165 | BOYAmt |
| EOY | $1,740,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,742,025 | BOYAmt |
| EOY | $1,682,243 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,704 | BOYAmt |
| EOY | $199,557 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,827 | BOYAmt |
| EOY | $486,288 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,095,556 | BOYAmt |
| EOY | $2,368,088 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,824,721 | BOYAmt |
| EOY | $4,108,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $216,944 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $139,292 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$83,704 | 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 | $2,231,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,441,502 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,330,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,185,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,870,890 | CurrentTaxYearAmt |
| Total | $12,060,918 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,231,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,441,502 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,330,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,185,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,870,890 | CurrentTaxYearAmt |
| Total | $12,060,918 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,521,396 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,539,522 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,626 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,439 | CurrentTaxYearAmt |
| Total | $228,444 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,206 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,398 | CurrentTaxYearAmt |
| Total | $47,169 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,680 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,051 | CurrentTaxYearMinus1YearAmt |
| Total | $37,797 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,374,328 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,327 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97360 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $341,827 | BeginningYearBalanceAmt |
| Contributions | $79,005 | ContributionsAmt |
| Investment Earnings Or Losses | $218,971 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,958 | OtherExpendituresAmt |
| End Year Balance | $625,845 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $325,240 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $20,359 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$3,772 | OtherExpendituresAmt |
| End Year Balance | $341,827 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $333,950 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,787 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$4,923 | OtherExpendituresAmt |
| End Year Balance | $325,240 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $316,492 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,458 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $333,950 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $306,492 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| End Year Balance | $316,492 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22300 | 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 | $580,867 | OtherCostOrOtherBasisAmt |
| Depreciation | $401,156 | DepreciationAmt |
| Book Value | $179,711 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $222,164 | OtherCostOrOtherBasisAmt |
| Depreciation | $152,959 | DepreciationAmt |
| Book Value | $69,205 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $377,855 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COMMUNITY IMPACT GRANTS | $1,366,887 |
| DESIGNATION ACCRUAL CURRENT CAMPAIGN | $199,371 |
| DESIGNATIONS PAYABLE PRIOR CAMPAIGN | $18,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,584,388 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,053,832 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $139,292 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $109,133 | OtherRevenueAmt |
| Revenue Not Reported | $248,425 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,805,407 | RevenueSubtotalAmt |
| Other Revenues Not Included | $380,492 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $380,492 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,185,899 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,781,300 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $113,721 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $113,721 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,667,579 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $301,376 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $301,376 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,968,955 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | K-1 PASSTHROUGH LOSS 1,682. RENTAL PROPERTY EXPENSES NETTED AGAINST RENTAL INCOME ON FORM 990 71,804. IN-KIND CONTRIBUTIONS 35,647. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED CONTRIBUTIONS 281,616. NON-CASH ADJUSTMENT TO INVESTMENT COST 1,435. DIRECT FUNDRAISING EXPENSES -6,270. CHANGE IN UNCOLLECTIBLE PLEDGES 83,951. INVESTMENT EXPENSES NETTED AGAINST INTEREST INCOME ON FINANCIAL STMTS 19,760. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 6,270. RENTAL PROPERTY EXPENSES 71,804. IN-KIND EXPENSES 35,647. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED FUNDS 281,616. INVESTMENT EXPENSES NETTED WITH INTEREST ON FINANCIAL STATEMENTS 19,760. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (28 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BERKSHIRE CHILDREN AND FAMILIES | |||||||
| 480 WEST STREET | PITTSFIELD | MA | 01201 | 042226238 | 501(C)3 | $151,000 | EARLY EDUCATION AND HOUSING SERVICES |
| BERKSHIRE HILLS REGIONAL SCHOOL DISTRICT | |||||||
| 600 STOCKBRIDGE RD | GREAT BARRINGTON | MA | 01230 | 042754124 | 501(C)3 | $40,000 | EARLY EDUCATION |
| CHILD CARE OF THE BERKSHIRES INC | |||||||
| 210 STATE STREET | NORTH ADAMS | MA | 01247 | 042457299 | 501(C)3 | $110,000 | EARLY EDUCATIONYOUTH MENTORING |
| COMMUNITY HEALTH PROGRAMS | |||||||
| 444 STOCKBRIDGE ROAD | GREAT BARRINGTON | MA | 01230 | 042582119 | 501(C)3 | $30,000 | EARLY EDUCATION |
| LEE YOUTH ASSOCIATION | |||||||
| ACADEMY STREET | LEE | MA | 01238 | 042700427 | 501(C)3 | $30,000 | BEFORE / AFTER SCHOOL |
| THE HELEN BERUBE TEEN PARENT PROGRAM | |||||||
| PO BOX 1036 | PITTSFIELD | MA | 012024219 | 043388370 | 501(C)3 | $50,000 | TEEN PARENT PROGRAM |
| BARRINGTON STAGE COMPANY | |||||||
| 58 UNION STREET | PITTSFIELD | MA | 01201 | 043263298 | 501(C)3 | $30,000 | MENTORING PROJECT |
| BERKSHIRE COUNTY REGIONAL EMPLOYMENT | |||||||
| 184 NORTH STREET | PITTSFIELD | MA | 01201 | 043291395 | 501(C)3 | $17,000 | INTERNSHIP PROGRAM |
| LEE YOUTH ASSOCIATION | |||||||
| ACADEMY STREET | LEE | MA | 01238 | 042700427 | 501(C)3 | $22,000 | TEEN PROGRAM |
| GLADYS ALLEN BRIGHAM COMMUNITY CENTER | |||||||
| 165 EAST STREET | PITTSFIELD | MA | 01201 | 042178889 | 501(C)3 | $96,487 | EARLY CHILDHOOD EDUCATIONYOUTH EMPOWERMENT, EARLY CHILDHOOD EDUCATION, GIRLS INC. |
| BERKSHIRE REGIONAL COMMUNITY CENTER | |||||||
| 15 CRISSEY ROAD | GREAT BARRINGTON | MA | 01230 | 043348584 | 501(C)3 | $16,100 | TEEN LEADERSHIP TRAINING |
| PEDIATRIC DEVELOPMENT CENTER | |||||||
| 388 COLUMBUS AVENUE EXTENSION | PITTSFIELD | MA | 01201 | 042776797 | 501(C)3 | $26,800 | PLAY & LEARN PROGRAM |
| DALTON COMMUNITY RECREATION ASSOCIATION | |||||||
| 400 MAIN STREET | DALTON | MA | 01226 | 042103761 | 501(C)3 | $30,000 | YOUTH SERVICES |
| RAILROAD STREET YOUTH PROJECT | |||||||
| 60 BRIDGE STREET | GREAT BARRINGTON | MA | 01230 | 043531328 | 501(C)3 | $75,000 | YOUTH SERVICESYOUTH DEVELOPMENT, MENTORING & HEALTH INITIATIVES |
| CONSTRUCT INC | |||||||
| 41 MAHAIWE STREET | GREAT BARRINGTON | MA | 01230 | 237099108 | 501(C)3 | $55,000 | INDEPENDENT LIVING |
| FLYING CLOUD INSTITUTE | |||||||
| 731 S SANDISFIELD ROAD | NEW MARLBOROU | MA | 01230 | 042730172 | 501(C)3 | $18,000 | YOUNG WOMEN IN SCIENCE |
| CENTRAL BERKSHIRE HABITAT FOR HUMANITY | |||||||
| 314 COLUMBUS AVENUE | PITTSFIELD | MA | 01201 | 043157085 | 501(C)3 | $74,000 | BUILDING FOR TOMORROW |
| ELIZABETH FREEMAN CENTER | |||||||
| 43 FRANCIS AVENUE | PITTSFIELD | MA | 01201 | 042584551 | 501(C)3 | $35,000 | CHILD SAFE PROGRAM |
| GREENAGERS | |||||||
| 33 ROSSETER STREET | GREAT BARRINGTON | MA | 01230 | 461728356 | 501(C)3 | $20,000 | YOUTH DEVELOPMENT |
| BERKSHIRE COUNTY KIDS PLACE | |||||||
| 63 WENDELL AVENUE | PITTSFIELD | MA | 01201 | 043193833 | 501(C)3 | $40,000 | TRAUMA RECOVERY PROGRAM |
| THE BRIEN CENTER YOUNG ADULT WORKPLACE | |||||||
| PO BOX 4219 | PITTSFIELD | MA | 012024219 | 042081870 | 501(C)3 | $65,000 | EMPLOYMENT YOUNG ADULT |
| BERKSHIRE COMPACT FOR EDUCATIONMCLA | |||||||
| 375 CHURCH STREET | NORTH ADAMS | MA | 01247 | GOVERNMENT ENTITY | $11,000 | COLLEGE ASPIRATIONS | |
| ELIZABETH FREEMAN CENTER | |||||||
| 43 FRANCIS AVENUE | PITTSFIELD | MA | 01201 | 042584551 | 501(C)3 | $60,000 | SHELTER |
| THE SALVATION ARMY | |||||||
| 147 BERKELEY STREET | BOSTON | MA | 02116 | 042103624 | 501(C)3 | $25,000 | YOUTH SERVICES |
| UCP ASSOCIATION OF BERKSHIRE COUNTY | |||||||
| 208 WEST STREET | PITTSFIELD | MA | 01201 | 042173060 | 501(C)3 | $20,000 | YOUTH DEVELOPMENT |
| BERKSHIRE COMMUNITY ACTION COUNCIL | |||||||
| 1531 EAST STREET | PITTSFIELD | MA | 01201 | 042422074 | 501(C)3 | $188,500 | REGIONAL CONNECTOR PROGRAM |
| TAPESTRY HEALTH | |||||||
| 296 NONOTUCK STREET | FLORENCE | MA | 01062 | 237303142 | 501(C)3 | $25,000 | OUTREACH PROGRAM |
| PITTSFIELD PUBLIC SCHOOLS | |||||||
| 269 FIRST STREET | PITTSFIELD | MA | 01201 | GOVERNMENT ENTITY | $5,960 | TEEN OUTREACH PROGRAM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 40 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BERKSHIRE UNITED WAY TRAINS COMMUNITY INVESTMENT VOLUNTEERS TO REVIEW AND EVALUATE PROPOSALS AND FINANCIAL SUBMISSIONS. THE VOLUNTEERS BASE THEIR RECOMMENDATIONS FOR FUNDING ON THE OVERALL ASSESSMENT SCORE, THE CLARITY AND THOROUGHNESS OF PROPOSALS, THE ABILITY TO TRACK RESULTS, AND THE EVIDENCE OR LIKELIHOOD THAT THE PROGRAM WILL BE SUCCESSFUL AT ADDRESSING THE PRIORITY COMMUNITY ISSUE THROUGH THE USE OF BEST PRACTICES/EVIDENCE-BASED PROGRAMS. GRANTS ARE MADE TO NON-PROFIT ORGANIZATIONS THAT ARE FINANCIALLY STABLE, PERFORM A REGULAR BUDGETING PROCESS AND ARE ABLE TO SUBMIT IRS FORM 990 AND ALL WRITTEN COMMUNICATIONS FROM THEIR AUDITOR. CONTRACTS ARE SIGNED BETWEEN BUW AND THE ORGANIZATION'S BOARD AND EXECUTIVE LEADERSHIP AGREEING TO THE TERMS OF THE GRANT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,077 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTATIONS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
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 11 | A COPY OF FORM 990 IS DISTRIBUTED TO 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. ALL PROSPECTIVE EMPLOYEES ARE INTERVIEWED BY THE DIRECT SUPERVISOR OF THE POSITION BEING HIRED AND APPROPRIATE OTHER STAFF, THE CEO AND/OR BOARD MEMBERS DEPENDING ON THE POSITION. THE BOARD APPROVED A NEW SALARY STRUCTURE AND COMPENSATION POLICY IN OCTOBER 2009 AND A NEW SALARY STRUCTURE BASED ON UNITED WAY WORLDWIDE AND LOCAL DATA ON JANUARY 25, 2012. |
| 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 1,682. NON-CASH ADJ TO INVESTMENT COST -1,435. CHANGE IN UNCOLLECTIBLE PLEDGES -83,951. |
| PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS FROM THE PRIOR YEAR. |