2015-11-05T13:37:23-06:00 2015-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2014-07-01 042104841 BERKSHIRE UNITED WAY INC BERK 4134426948 200 SOUTH STREET PITTSFIELD MA 012016807 KRISTINE HAZZARD PRESIDENT 4134426948 2015-10-23 1 RUDY M D'AGOSTINO P00962620 4135368510 2015-10-23 2014 2016-04-25 22:37:26Z KRISTINE HAZZARD 200 SOUTH STREET PITTSFIELD MA 01201 4414068 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. 22 22 19 490 20160 2627 2954841 2812074 0 0 193333 236939 37725 56707 3185899 3105720 1651792 1355970 0 0 778623 781647 0 10910 346812 538540 777120 2968955 2925647 216944 180073 4108367 4105306 1740279 1769861 2368088 2335445 X IMPROVING THE QUALITY OF LIFE IN BERKSHIRE COUNTY BY MOBILIZING RESOURCES TO ADDRESS COMMUNITY PRIORITIES AND CREATE SUBSTAINABLE CHANGE. 0 0 2244112 1355970 15549 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. 2244112 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 26 0 1 19 1 1 1 0 0 0 0 1 1 0 0 0 0 X 22 22 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 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 BRENDA BURDICK PRESIDENT 1.00 X X 0 0 0 M JANET DOHONEY DIRECTOR 1.00 X 0 0 0 CHRISTINE LUDWISZEWSKI DIRECTOR 1.00 X 0 0 0 JUNE ROY-MARTIN CLERK 1.00 X X 0 0 0 PETER MARCHETTI DIRECTOR 1.00 X 0 0 0 SILVANA KIRBY DIRECTOR 1.00 X 0 0 0 CHRISTINA BARRETT DIRECTOR 1.00 X 0 0 0 KEVIN KULIGA DIRECTOR 1.00 X 0 0 0 LAWRENCE HARNETT DIRECTOR 1.00 X 0 0 0 CHRISTOPHER MATTHEWS VICE PRESIDENT 1.00 X X 0 0 0 MICHAEL FERRY DIRECTOR 1.00 X 0 0 0 DARRIN HARRIS DIRECTOR 1.00 X 0 0 0 CAROL LEIBINGER-HEALEY TREASURER 1.00 X 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 STACY MCCANN DIRECTOR 1.00 X 0 0 0 CHRISTA JELLE DIRECTOR 1.00 X 0 0 0 RICHARD ROWE DIRECTOR 1.00 X 0 0 0 KRISTINE HAZZARD PRESIDENT & CEO 40.00 X 104240 0 8973 TIM GRACE THROUGH 103114 DIRECTOR OF FINANCE & ADMI 40.00 X 55354 0 1356 JENNIFER COSCIA AS OF 110314 DIRECTOR OF FINANCE & ADMI 40.00 X 10096 0 3 169690 0 10332 1 0 0 0 0 319409 2492665 40313 2812074 49689 49689 84930 63810 21120 21120 21120 1380227 1192977 187250 187250 187250 72559 51561 20998 20998 ADMIN & FUND RAISING FEES ON DESI 561000 14836 14836 MISCELLANEOUS INCOME 900099 713 713 K-1 PASSTHROUGH 200 SOUTH ST COND 900001 -960 -960 14589 3105720 15549 20160 257937 1355970 1355970 177352 32253 103430 41669 462492 236572 84285 141635 20965 17579 1977 1409 66028 36970 11457 17601 54810 25413 17520 11877 26416 26416 10910 10910 19728 19728 159074 148923 3205 6946 22953 9309 287 13357 6692 1340 207 5145 78574 25099 21338 32137 17485 7381 5093 5011 9864 7213 955 1696 63358 37707 9253 16398 25984 10635 7714 7635 25216 8741 8793 7682 5550 1500 3050 1000 DESIGNATIONS ON CURRENT 198797 198797 SUPPLIES 95558 76420 3869 15269 EQUIPMENT MAINTENANCE 11974 4439 3265 4270 BANK CHARGES 5130 1080 4050 4767 1851 1801 1115 2925647 2244112 334723 346812 237556 249184 127973 9758 1002326 1091699 31936 25017 17921 21199 931970 598259 377855 333711 2312800 2374738 4108367 4105306 79716 54971 2817 0 73358 56589 1584388 1658301 1740279 1769861 X 1682243 1690099 199557 159058 486288 486288 2368088 2335445 4108367 4105306 X 180073 -142357 -70359 X X 0 1 X 1 0 X 2441502 2330869 2185775 2870890 2740755 12569791 2441502 2330869 2185775 2870890 2740755 12569791 1396780 11173011 34626 51744 47199 45439 51981 230989 9666 4206 3861 17398 42493 77624 9680 11341 15051 36072 12914476 35885 0.86520 0.85170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 625845 18275 38774 605346 341827 79005 218971 13958 625845 325240 20359 -3772 341827 333950 -3787 -4923 325240 316492 17458 333950 0.00000 0.80330 0.19670 0 0 128939 128939 580867 420085 160782 222164 178174 43990 333711 COMMUNITY IMPACT GRANTS 1507107 DESIGNATION ACCRUAL CURRENT CAMPAIGN 151194 1658301 X 2761967 -142357 88448 -53909 2815876 19728 270116 289844 3105720 2794610 87488 87488 2707122 19728 198797 218525 2925647 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, 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: K-1 PASSTHROUGH LOSS 960. RENTAL PROPERTY EXPENSES NETTED AGAINST RENTAL INCOME ON FORM 990 63,810. IN-KIND CONTRIBUTIONS 23,678. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 198,797. CHANGE IN UNCOLLECTIBLE PLEDGES 71,319. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL PROPERTY EXPENSES 63,810. IN-KIND EXPENSES 23,678. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS FROM DONOR DESIGNATED FUNDS 198,797. X X X X X X X 1 MARY NASH NASH INSIGHTS 419 UNDER MOUNTAIN ROAD LENOX MA 02140 GRANT WRITING 0 0 10910 -10910 10910 -10910 BLANTYRE EVENT 66892 66892 12978 15000 12800 5806 66892 66892 12978 15000 12800 5806 46584 20308 1 BERKSHIRE CHILDREN AND FAMILIES 480 WEST STREET PITTSFIELD MA 01201 042226238 501(C)3 151000 EARLY EDUCATION AND HOUSING SERVICES BERKSHIRE HILLS REGIONAL SCHOOL DISTRICT 600 STOCKBRIDGE RD GREAT BARRINGTON MA 01230 042754124 501(C)3 40000 PROJECT CONNECTION CHILD CARE OF THE BERKSHIRES INC 210 STATE STREET NORTH ADAMS MA 01247 042457299 501(C)3 110000 EARLY EDUCATIONYOUTH MENTORINGHEALTHY FAMILIES COMMUNITY HEALTH PROGRAMS 444 STOCKBRIDGE ROAD GREAT BARRINGTON MA 01230 042582119 501(C)3 15000 EARLY EDUCATION LEE YOUTH ASSOCIATION 13 ACADEMY STREET LEE MA 01238 042700427 501(C)3 52000 PRESCHOOL PROGRAMTEEN PROGRAMMING THE HELEN BERUBE TEEN PARENT PROGRAM PO BOX 1036 PITTSFIELD MA 012024219 043388370 501(C)3 50000 TEEN PARENT PROGRAM BARRINGTON STAGE COMPANY 58 UNION STREET PITTSFIELD MA 01201 043263298 501(C)3 30000 MENTORING PROJECT BERKSHIRE COUNTY REGIONAL EMPLOYMENT 184 NORTH STREET PITTSFIELD MA 01201 043291395 501(C)3 17000 CONNECTING ACTIVITIES GLADYS ALLEN BRIGHAM COMMUNITY CENTER 165 EAST STREET PITTSFIELD MA 01201 042178889 501(C)3 96487 EARLY CHILDHOOD EDUCATIONYOUTH EMPOWERMENT, EARLY CHILDHOOD EDUCATION, GIRLS INC. BERKSHIRE REGIONAL COMMUNITY CENTER 15 CRISSEY ROAD GREAT BARRINGTON MA 01230 043348584 501(C)3 16100 TEEN LEADERSHIP PROGRAM PEDIATRIC DEVELOPMENT CENTER 388 COLUMBUS AVENUE EXTENSION PITTSFIELD MA 01201 042776797 501(C)3 41800 PLAY & LEARN PROGRAMEARLY INTERVENTION PROGRAM DALTON COMMUNITY RECREATION ASSOCIATION 400 MAIN STREET DALTON MA 01226 042103761 501(C)3 30000 YOUTH SERVICES RAILROAD STREET YOUTH PROJECT 60 BRIDGE STREET GREAT BARRINGTON MA 01230 043531328 501(C)3 75000 MENTORING PROGRAM & YOUTH DEVELOPMENTYOUTH DEVELOPMENT, MENTORING & HEALTH INITIATIVES CONSTRUCT INC 41 MAHAIWE STREET GREAT BARRINGTON MA 01230 237099108 501(C)3 55000 INDEPENDENT LIVINGPROJECT HOME FLYING CLOUD INSTITUTE 731 S SANDISFIELD ROAD NEW MARLBOROUGH MA 01230 042730172 501(C)3 18000 YOUNG WOMEN IN SCIENCE CENTRAL BERKSHIRE HABITAT FOR HUMANITY 314 COLUMBUS AVENUE PITTSFIELD MA 01201 043157085 501(C)3 74000 VITA ELIZABETH FREEMAN CENTER 43 FRANCIS AVENUE PITTSFIELD MA 01201 042584551 501(C)3 95000 CHILD SAFE PROGRAMVIOLENCE PREVENTION CENTER GREENAGERS 33 ROSSETER STREET GREAT BARRINGTON MA 01230 461728356 501(C)3 20000 YOUTH DEVELOPMENT BERKSHIRE COUNTY KIDS PLACE 63 WENDELL AVENUE PITTSFIELD MA 01201 043193833 501(C)3 40000 TRAUMA RECOVERY PROGRAM THE BRIEN CENTER YOUNG ADULT WORKPLACE PO BOX 4219 PITTSFIELD MA 012024219 042081870 501(C)3 65000 YOUTH SUBSTANCE ABUSE PREVENTION BERKSHIRE COMPACT FOR EDUCATIONMCLA 375 CHURCH STREET NORTH ADAMS MA 01247 042613803 GOVERNMENT ENTITY 11000 COLLEGE ASPIRATIONS THE SALVATION ARMY 300 WEST STREET PITTSFIELD MA 01201 042103624 501(C)3 25000 CONNECTING YOUTH & COMMUNITY SERVICE UCP ASSOCIATION OF BERKSHIRE COUNTY 208 WEST STREET PITTSFIELD MA 01201 042173060 501(C)3 20000 YOUTH DEVELOPMENT BERKSHIRE COMMUNITY ACTION COUNCIL 1531 EAST STREET PITTSFIELD MA 01201 042422074 501(C)3 155026 REGIONAL CONNECTOR PROGRAM TAPESTRY HEALTH 296 NONOTUCK STREET FLORENCE MA 01062 237303142 501(C)3 25000 OUTREACH PROGRAM PITTSFIELD PUBLIC SCHOOLS 269 FIRST STREET PITTSFIELD MA 01201 GOVERNMENT ENTITY 6237 TITLE/ SUMMER READING PITTSFIELD FAMILY YMCA 292 NORTH STREET PITTSFIELD MA 01201 042104837 501(C)3 5000 SUMMER PROGRAM 27 PART I, LINE 2: 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. X 1 40313 MARKET QUOTATIONS 0 0 0 0 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. 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 990 960. CHANGE IN UNCOLLECTIBLE PLEDGES -71,319. 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 -960 2581 0 0 0.67500 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0