BERKSHIRE UNITED WAY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BERKSHIRE UNITED WAY INC (EIN 04-2104841)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-06
- IRS object ID
- 201233119349301063
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-06T10:52:38-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH WATSON & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 406 MAIN STREET | AddressLine1 |
| City | GREAT BARRINGTON | City |
| State | MA | State |
| ZIP Code | 01230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104841 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKSHIRE UNITED WAY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BERK | NameControl |
| Phone | 4134426948 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KRISTINE HAZZARD | Name |
| Title | PRESIDENT | Title |
| Phone | 4134426948 | Phone |
| Date Signed | 2012-10-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBIN A MARKEY | Name |
| Phone | 4135281111 | Phone |
| Date Prepared | 2012-11-01 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KRISTINE HAZZARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 3238625 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BERKSHIREUNITEDWAY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | IMPROVING THE QUALITY OF LIFE IN BERKSHIRE COUNTY BY MOBILIZING RESOURCES TO ADDRESS COMMUNITY PRIORITIES AND CREATE SUSTAINABLE CHANGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13 | TotalNbrEmployees |
| Total Nbr Volunteers | 667 | TotalNbrVolunteers |
| Total Gross UBI | 19824 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 4206 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2441502 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2330869 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 101817 | InvestmentIncomePriorYear |
| Investment Income Current Year | 21975 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 41718 | OtherRevenuePriorYear |
| Other Revenue Current Year | 150486 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2585037 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2503330 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1708177 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1312388 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 585573 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 592351 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 262269 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 171516 | OtherExpensePriorYear |
| Other Expenses Current Year | 328531 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2465266 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2233270 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 119771 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 270060 | RevenuesLessExpensesCY |
| Total Assets BOY | 3590618 | TotalAssetsBOY |
| Total Assets EOY | 3565236 | TotalAssetsEOY |
| Total Liabilities BOY | 1904782 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1632944 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1685836 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1932292 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | IMPROVING THE QUALITY OF LIFE IN BERKSHIRE COUNTY BY MOBILIZING RESOURCES TO ADDRESS COMMUNITY PRIORITIES AND CREATE SUSTAINABLE CHANGE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 470121 | Expense |
| Grants | 356587 | Grants |
| Description | GOAL 1: ENSURE KINDERGARTEN READINESS BY: - INCREASING ACCESSS TO HIGH-QUALITY EARLY CHILDHOOD EDUCATION. - BUILDING STRONG CONNECTIONS TO PARENTS TO SUPPORT CHILD HEALTH AND EDUCATION AT HOME. - PROVIDING EARLY INTERVENTION AND REFERRAL SERVICES TO ADDRESS HEALTH OR DEVELOPMENTAL ISSUES EARLY ON. RESULTS TO DATE - NUMBER WHO ATTENDED EARLY CHILDHOOD EDUCATION AND CARE SETTINGS: GOAL 1,193; ACHIEVED: 1,200; 101% -- AND OF THOSE 68% SHOWED PROGRESS IN ALL FIVE DEVELOPMENTAL AREAS. - 98% OF STAFF IN THESE PROGRAMS RECEIVED PROFESSIONAL DEVELOPMENT OR CONTINUING EDUCATION CREDITS. - 87% OF PARENTS THAT TOOK PART IN FAMILY STRENGTHENING PROGRAMS SHOWED IMPROVEMENT IN THEIR ABILITY TO SUPPORT THEIR CHILDREN'S DEVELOPMENT AND LEARNING. - 94% OF CHILDREN WHO RECEIVED EARLY INTERVENTION TREATMENT SHOWED IMPROVEMENT. - PARTNERED WITH BERKSHIRE PRIORITIES, A VOLUNTEER INITIATIVE MADE UP OF COMMUNITY LEADERS, TO LAUNCH PITTSFIELD PROMISE, A PILOT PROGRAM SPECIFICALLY TARGETED TO IMPROVE READING PROFICIENCY TO 90% BY 2020 WITH A COMMITMENT TO EXTEND COUNTY-WIDE WITHIN TWO YEARS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 859776 | Expense |
| Grants | 603020 | Grants |
| Description | GOAL 2: ENSURE YOUNG ADULTS SUCCESSFULLY TRANSITION TO WORK, HIGHER EDUCATION OR TRAINING BY: - ADDRESSING YOUTH SUBSTANCE USE THROUGH THE PITTSFIELD PREVENTION PARTNERSHIP AND USING AN "ENVIRONMENTAL MANAGEMENT" APPROACH THAT GOES BEYOND GENERAL AWARENESS TO WORKING TO CHANGE THOSE THINGS IN THE COMMUNITY THAT ARE RELATED TO SUBSTANCE USE AND RISKY BEHAVIORS; EDUCATING THE COMMUNITY ABOUT LAWS AND POLICIES RELATED TO UNDERAGE DRINKING AND DRUG ABUSE; AND ASSISTING THE COMMUNITY IN RECOGNIZING AND SUPPORTING PROTECTIVE BEHAVIORS. - ADDRESSING TEEN PREGNANCY THROUGH A COMMUNITY-WIDE INITIATIVE - "FACE THE FACTS-REDUCE TEEN PREGNANCY" FOCUSED ON FOUR STRATEGIES: INCREASED ACCESS TO YOUTH-FRIENDLY REPRODUCTIVE HEALTH SERVICES; YOUTH ENGAGEMENT; COMPREHENSIVE SEXUALITY EDUCATION ACROSS GRADE LEVELS; AND PARENT/ADULT EDUCATION TO SHARE VALUES AND EXPECTATIONS. - PROVIDING MENTORING, CIVIC ENGAGEMENT AND COLLEGE AND WORK-READY SKILL- BUILDING OPPORTUNITIES THAT PROMOTE POSITIVE BEHAVIORS ACROSS BERKSHIRE COUNTY'S YOUNG ADULT POPULATION. RESULTS TO DATE - CONDUCTED HOST OF ACTIVITIES IN SUPPORT OF PITTSFIELD PREVENTION PARTNERSHIP STRATEGIES: STICKER SHOCK, SHOULDER TAP SURVEYS, ALCOHOL PURCHASE SURVEYS, TRAINING FOR ALCOHOL SERVERS, SAY IT PROUD AWARDS, 411 IN THE 413 YOUTH CONFERENCE, ACTIVE PARENTING WORKSHOPS, PROM NIGHT POLICE SATURATION PATROLS, RX DRUG ROUND-UPS. - MOVED TO EXECUTE TEEN PREGNANCY REDUCTION STRATEGIES BY: PARTNERING WITH THE MA ALLIANCE FOR TEEN PREGNANCY; CONDUCTING FOCUS GROUPS WITH BERKSHIRE COUNTY TEENS AND ADULTS; AWARDING FUNDING TO A LOCAL TEEN OUTREACH PROGRAM PROVIDER; AND BEGAN INITIAL WORK ON BRANDED PUBLIC AWARENESS CAMPAIGN - NUMBER OF YOUTH ENGAGED IN MENTORING RELATIONSHIPS: GOAL: 195; ACHIEVED: 234; 120% -- AND OF THOSE 75% FELT SUPPORTED BY THEIR MENTOR. - NUMBER OF YOUTH CIVICALLY ENGAGED AND DEMONSTRATING LEADERSHIP: GOAL: 549; ACHIEVED 935: 170% -- AND 77% FEEL MORE CONNECTED TO THEIR COMMUNITY AS A RESULT. - NUMBER OF YOUTH RECEIVING ACADEMIC SUPPORT FOR COLLEGE READINESS: GOAL: 1,521; ACHIEVED: 1,354; 89%. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 467894 | Expense |
| Grants | 352781 | Grants |
| Description | THIRD EXEMPT PURPOSE ACCOMPLISHMENT GOAL 3: IMPROVE FINANCIAL STABILITY AND INDEPENDENCE AMONG INDIVIDUALS EXPERIENCING HOUSING, EMPLOYMENT AND FINANCIAL INSECURITY BY: - ASSISTING THEM IN ATTAINING OR RETAINING PERMANENT, AFFORDABLE HOUSING. - PROVIDING OPPORTUNITIES TO OBTAIN BASIC SKILLS OR JOB SKILLS LEADING TO EMPLOYMENT - PROVIDING SUPPORT AND FINANCIAL LITERACY SKILLS TO HELP ACHIEVE ECONOMIC MILESTONES. RESULTS TO DATE - NUMBER OF FAMILIES WHO OBTAINED OR RETAINED SAFE OR AFFORDABLE HOUSING: GOAL 1,182; ACHIEVED 975; 82%. - NUMBER OF INDIVIDUALS WHO GAINED OR RETAINED EMPLOYMENT: GOAL 336; ACHIEVED 493; 146%. - NUMBER OF INDIVIDUALS WHO COMPLETED FINANCIAL EDUCATION: GOAL 354; ACHIEVED 379; 107%. - ORGANIZED A GROUP OF LOCAL BUSINESS AND COMMUNITY LEADERS AND MET WITH THE MASSACHUSETTS REGIONAL OFFICE OF THE INTERNAL REVENUE SERVICE TO DEVELOP PLANS FOR REINVIGORATING THE LOCAL VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM. - BROUGHT TOGETHER THE WESTERN MASSACHUSETTS NETWORK TO END HOMELESSNESS AND THE REGIONAL PLANNING COMMISSIONS FOR THE WESTERN REGION OF THE STATE TO CREATE A DIRECTORY OF SERVICES FOR LOW INCOME RESIDENTS. - INVESTED 5,318 TO SUPPORT MASS 2-1-1, THE EASY-TO-REMEMBER TOLL-FREE NUMBER AVAILABLE TO CALL 24/7 FOR FREE STATEWIDE ACCESS TO HEALTH AND HUMAN SERVICES INFORMATION AND REFERRALS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1797791 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 13 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTINE HAZZARD | BusinessNameLine1 |
| Business Name Line2 | BERKSHIRE UNITED WAY INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4134426948 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH STREET | AddressLine1 |
| City | PITTSFIELD | City |
| State | MA | State |
| ZIP Code | 01202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JOHN BISSELL | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MICHAEL BARBIERI | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| PAUL BRUCE | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| RUTH BLODGETT | ||||||
| CLERK | 1.00 | X | 0 | 0 | 0 | X |
| BRENDA BURDICK | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| CHURCHILL COTTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JANET DOHONEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRISTINE LUDWISZEWSKI | ||||||
| CLERK | 1.00 | X | 0 | 0 | 0 | X |
| JUNE ROY-MARTIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DENISE MARSHALL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL BULLOCK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KEN MYERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL WYNN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DOUGLAS CRANE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LAWRENCE HARNETT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER MATHEWS | ||||||
| DIRECTOR | 1.00 | 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 | ||||||
| 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 | |
| KRISTINE HAZZARD | ||||||
| PRESIDENT & | 40.00 | 102867 | 0 | 9473 | X | |
| HOWARD EBERWEIN III | ||||||
| DIRECTOR | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 102867 | TotalReportableCompFromOrg |
| Total Other Compensation | 9473 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Government Grants | 130482 | GovernmentGrants |
| All Other Contributions | 2200387 | AllOtherContributions |
| Total Contributions | 2330869 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51744 | TotalRevenueColumn |
| Exclusion | $51,744 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 85530 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 60597 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 24933 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24933 | TotalRevenueColumn |
| Unrelated Business Revenue | 24933 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 641411 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 671180 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -29769 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -29769 | TotalRevenueColumn |
| Exclusion | -$29,769 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 11341 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 3518 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7823 | TotalRevenueColumn |
| Exclusion | $7,823 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| DESIGNATION REVENUES | 97743 | 97743 |
| ADMIN & FUND RAISING FEES CHA | 23307 | 23307 |
| MISCELLANEOUS INCOME | 1789 | 1789 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5109 | TotalRevenueColumn |
| Unrelated Business Revenue | -5109 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 117730 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2503330 | TotalRevenueColumn |
| Related Or Exempt Function Income | 122839 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 19824 | UnrelatedBusinessRevenue |
| Exclusion | $29,798 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1312388 | Total |
| Program Services | 1312388 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482009 | Total |
| Program Services | 253048 | ProgramServices |
| Management And General | 63351 | ManagementAndGeneral |
| Fundraising | 165610 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24950 | Total |
| Program Services | 13722 | ProgramServices |
| Management And General | 2116 | ManagementAndGeneral |
| Fundraising | 9112 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42002 | Total |
| Program Services | 22242 | ProgramServices |
| Management And General | 4491 | ManagementAndGeneral |
| Fundraising | 15269 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43390 | Total |
| Program Services | 22573 | ProgramServices |
| Management And General | 5853 | ManagementAndGeneral |
| Fundraising | 14964 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10673 | Total |
| Management And General | 10673 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18133 | Total |
| Management And General | 18133 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42186 | Total |
| Program Services | 6600 | ProgramServices |
| Management And General | 32892 | ManagementAndGeneral |
| Fundraising | 2694 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346 | Total |
| Program Services | 148 | ProgramServices |
| Fundraising | 198 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11714 | Total |
| Program Services | 1346 | ProgramServices |
| Management And General | 354 | ManagementAndGeneral |
| Fundraising | 10014 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27490 | Total |
| Program Services | 16526 | ProgramServices |
| Management And General | 3189 | ManagementAndGeneral |
| Fundraising | 7775 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5854 | Total |
| Program Services | 3829 | ProgramServices |
| Management And General | 273 | ManagementAndGeneral |
| Fundraising | 1752 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10485 | Total |
| Program Services | 3029 | ProgramServices |
| Management And General | 6530 | ManagementAndGeneral |
| Fundraising | 926 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1598 | Total |
| Management And General | 1598 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25203 | Total |
| Program Services | 8401 | ProgramServices |
| Management And General | 8401 | ManagementAndGeneral |
| Fundraising | 8401 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14434 | Total |
| Program Services | 5319 | ProgramServices |
| Management And General | 9115 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1988 | Total |
| Management And General | 1988 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUBSTANCE PREVENTION PART | 66017 | 66017 | ||
| SPECIAL COMMUNITY PROJECT | 34874 | 34874 | ||
| COMMUNITY IMPACT INVESTME | 20551 | 20551 | ||
| SUPPLIES | 14124 | 2239 | 587 | 11298 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22861 | Total |
| Program Services | 4939 | ProgramServices |
| Management And General | 3666 | ManagementAndGeneral |
| Fundraising | 14256 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2233270 | Total |
| Program Services | 1797791 | ProgramServices |
| Management And General | 173210 | ManagementAndGeneral |
| Fundraising | 262269 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15490 | BOY |
| EOY | 101128 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138269 | BOY |
| EOY | 132783 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 972126 | BOY |
| EOY | 902579 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158 | BOY |
| EOY | 4152 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14930 | BOY |
| EOY | 17003 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 788061 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 496838 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318630 | BOY |
| EOY | 291223 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2131015 | BOY |
| EOY | 2116368 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3590618 | BOY |
| EOY | 3565236 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36023 | BOY |
| EOY | 61429 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 7000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120034 | BOY |
| EOY | 105325 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1275 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1747450 | BOY |
| EOY | 1459190 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1904782 | BOY |
| EOY | 1632944 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1185242 | BOY |
| EOY | 1538714 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166644 | BOY |
| EOY | 68338 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333950 | BOY |
| EOY | 325240 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1685836 | BOY |
| EOY | 1932292 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3590618 | BOY |
| EOY | 3565236 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 270060 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -23604 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2670091 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2633896 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2231882 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2441502 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2330869 | CurrentTaxYear |
| Total | 12308240 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2670091 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2633896 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2231882 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2441502 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2330869 | CurrentTaxYear |
| Total | 12308240 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 12308240 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 101559 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64194 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49436 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34626 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51744 | CurrentTaxYear |
| Total | 301559 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 12038 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9666 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4206 | CurrentTaxYear |
| Total | 25910 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19550 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5355 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1725 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9680 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11341 | CurrentTaxYear |
| Total | 47651 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12683360 | TotalSupport |
| Gross Receipts From Admissions Etc | 122839 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97040 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 333950 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -3787 | InvestmentEarningsOrLosses |
| Other Expenditures | -4923 | OtherExpenditures |
| End Of Year Balance | 325240 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 316492 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 17458 | InvestmentEarningsOrLosses |
| End Of Year Balance | 333950 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 306492 | BeginningOfYearBalance |
| Contributions | 10000 | Contributions |
| End Of Year Balance | 316492 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 128939 | OtherCostOrOtherBasis |
| Book Value | 128939 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 515613 | OtherCostOrOtherBasis |
| Depreciation | 371521 | Depreciation |
| Book Value | 144092 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 143509 | OtherCostOrOtherBasis |
| Depreciation | 125317 | Depreciation |
| Book Value | 18192 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 291223 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO DESIGNATED AGENCIES | $1,313,571 |
| CI GRANTS PAYABLE | $145,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1459190 | TotalOfAmounts |
| Total Revenue | 2503330 | TotalRevenue |
| Total Expenses | 2233270 | TotalExpenses |
| Excess Or Deficit For Year | 270060 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 68969 | NetUnrealizedGLOnInvestments |
| Other | -$92,573 | OtherAmount |
| Total Adjustments | -23604 | TotalAdjustments |
| Excess Or Deficit Per FS | 246456 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2515186 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 68969 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 17331 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -74444 | OtherRevenues |
| Revenue Not Rptd F990 | 11856 | RevenueNotRptdF990 |
| Revenue Subtotal | 2503330 | RevenueSubtotal |
| Total Revenue Per Form990 | 2503330 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2268730 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 17331 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 18129 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 35460 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2233270 | ExpensesSubtotal |
| Total Expenses Per Form990 | 2233270 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | PERMANENTLY RESTRICTED NET ASSETS INCLUDE THE FOLLOWING DONOR RESTRICTED PRINCIPAL IN PERPETUITY, THE INCOME FROM WHICH IS EXPENDABLE AS PROVIDED BY THE DONOR. THE GE GOOD NEIGHBOR FUND, RUTH BORASKI CHILDRENS ENDOWMENT, AND GENERAL ENDOWMENT FUND ARE PERMANENTLY RESTRICTED. INCOME IS TO BE USED FOR SPECIAL NEEDS AND GRANTS OR ADDED TO THE PRINCIPAL IF NOT USED. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | INVESTMENT EXPENSES -18,485 RENTAL PROPERTY EXPENSES 60,596 DIRECT FUNDRAISING EVENT EXPENSES 3,518 K-1 PASSTHROUGH LOSS 5,109 RESERVE FOR UNCOLLECTIBLE ACCOUNTS -125,182 INVESTMENT EXPENSES 18,485 RENTAL PROPERTY EXPENSES -60,596 DIRECT FUNDRAISING EVENT EXPENSES -3,518 PRIOR YEAR GRANT RECOVERY 27,500 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | INVESTMENT EXPENSES -18,485 RENTAL PROPERTY EXPENSES 60,596 DIRECT FUNDRAISING EVENT EXPENSES 3,518 K-1 PASSTHROUGH LOSS 5,109 RESERVE FOR UNCOLLECTIBLE ACCOUNTS -125,182 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | INVESTMENT EXPENSES -18,485 RENTAL PROPERTY EXPENSES 60,596 DIRECT FUNDRAISING EVENT EXPENSES 3,518 PRIOR YEAR GRANT RECOVERY -27,500 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (42 entries)
| Business Name Line2RecipientNameBusiness/BusinessNameLine2 | Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||||
| AMERICAN RED CROSS | 480 WEST STREET | 480 WEST STREET | PITTSFIELD | MA | 01201 | 530196605 | 3 | 18000 | FMV | WORKFORCE CNA PROG |
| BARRINGTON STAGE COMPANY | ||||||||||
| BARRINGTON STAGE COMPANY | 30 UNION STREET | 30 UNION STREET | PITTSFIELD | MA | 01201 | 043263298 | 3 | 30000 | FMV | PLAYWRIGHT MENTORING |
| BERKSHIRE CHILDREN AND FAMILIES | ||||||||||
| BERKSHIRE CHILDREN AND FAMILIES | 480 WEST STREET | 480 WEST STREET | PITTSFIELD | MA | 01201 | 042226238 | 3 | 65000 | FMV | EARLY EDUCATION |
| BERKSHIRE CHILDREN AND FAMILIES | ||||||||||
| BERKSHIRE CHILDREN AND FAMILIES | 480 WEST STREET | 480 WEST STREET | PITTSFIELD | MA | 01201 | 042226238 | 3 | 86000 | FMV | YOUNG PARENT SERVICE |
| BERKSHIRE COMPACT FOR EDUCATION | ||||||||||
| BERKSHIRE COMPACT FOR EDUCATION | 375 CHURCH STREET | 375 CHURCH STREET | NORTH ADAMS | MA | 01247 | 10000 | FMV | COLLEGE ASPIRATIONS | ||
| BERKSHIRE COUNTY ARC | ||||||||||
| BERKSHIRE COUNTY ARC | 395 SOUTH STREET | 395 SOSUTH STREET | PITTSFIELD | MA | 01201 | 042218928 | 3 | 15000 | FMV | YOUTH & FAMILIES |
| BERKSHIRE COUNTY KIDS PLACE | ||||||||||
| BERKSHIRE COUNTY KIDS PLACE | 63 WENDELL AVENUE | 63 WENDELL AVENUE | PITTSFIELD | MA | 01201 | 043193833 | 3 | 40000 | FMV | TRAUMA RECOVERY PROG |
| BERKSHIRE COUNTY REGIONAL EMP | ||||||||||
| BERKSHIRE COUNTY REGIONAL EMPLOY | 184 NORTH STREET | 184 NORTH STREET | PITTSFIELD | MA | 01201 | 043291395 | 3 | 17000 | FMV | INTERNSHIP PROGRAM |
| BOYS & GIRLS CLUB OF PITTSFIELD | ||||||||||
| BOYS & GIRLS CLUB OF PITTSFIELD | 16 MELVILLE STREET | 16 MELVILLE STREET | PITTSFIELD | MA | 01201 | 042103925 | 3 | 40000 | FMV | CHILDREN'S CENTER |
| BRIEN CENTER | ||||||||||
| BRIEN CENTER | 1 FENN STREET SUITE 4 | 1 FENN STREET SUITE 4 | PITTSFIELD | MA | 01201 | 042081870 | 3 | 50000 | FMV | WORKPLACE-YOUNG ADUL |
| BRIEN CENTER | ||||||||||
| BRIEN CENTER | 1 FENN STREET SUITE 4 | 1 FENN STREET SUITE 4 | PITTSFIELD | MA | 01201 | 042081870 | 3 | 55000 | FMV | SUBSTANCE ABUSE PREV |
| CENTER FOR PEACE THROUGH CULTURE | ||||||||||
| CENTER FOR PEACE THROUGH CULTURE | 20 SYLVAN ROAD | 20 SYLVAN ROAD | GREAT BARRINGTON | MA | 01230 | 542081431 | 3 | 10000 | FMV | GREENAGERS |
| CENTRAL BERKSHIRE HABITAT FOR HUMAN | ||||||||||
| CENTRAL BERKSHIRE HABITAT FOR HUMAN | 314 COLUMBUS AVENUE | 314 COLUMBUS AVENUE | PITTSFIELD | MA | 01201 | 043157085 | 3 | 33750 | FMV | BUILDING FOR TOMORRO |
| CHILD CARE OF THE BERKSHIRES | ||||||||||
| CHILD CARE OF THE BERKSHIRES | 210 STATE STREET | 210 STATE STREET | NORTH ADAMS | MA | 01247 | 042457299 | 3 | 20000 | FMV | EARLY EDUCATION SERV |
| CHILD CARE OF THE BERKSHIRES | ||||||||||
| CHILD CARE OF THE BERKSHIRES | 210 STATE STREET | 210 STATE STREET | NORTH ADAMS | MA | 01247 | 042457299 | 3 | 70000 | FMV | PARENTING TEENS |
| COMMUNITY HEALTH PROGRAM | ||||||||||
| COMMUNITY HEALTH PROGRAM | 444 STOCKBRIDGE ROAD | 444 STOCKBRIDGE ROAD | GREAT BARRINGTON | MA | 01230 | 042582119 | 3 | 20500 | FMV | REFERALS & ASSESSMEN |
| CONSTRUCT INC | ||||||||||
| CONSTRUCT INC | 41 MAHAIWE STREET | 41 MAHAIWE STREET | GREAT BARRINGTON | MA | 01230 | 237099108 | 3 | 30000 | FMV | INDEPENDENT LIVING |
| DALTON COMMUNITY RECREATION ASSOC | ||||||||||
| DALTON COMMUNITY RECREATION ASSOC | 400 MAIN STREET | 400 MAIN STREET | DALTON | MA | 01226 | 042103761 | 3 | 27500 | FMV | YOUTH SERVICES |
| ELDER SERVICES OF BERKSHIRE COUNTY | ||||||||||
| ELDER SERVICES OF BERKSHIRE COUNTY | 66 WENDELL AVENUE | 66 WENDELL AVENUE | PITTSFIELD | MA | 01201 | 042542001 | 3 | 25213 | FMV | ELDER MEALS |
| ELIZABETH FREEMAN CENTER | ||||||||||
| ELIZABETH FREEMAN CENTER | 43 FRANCIS AVENUE | 43 FRANCIS AVENUE | PITTSFIELD | MA | 01201 | 042584551 | 3 | 20000 | FMV | TENANCY PRESERVATION |
| ELIZABETH FREEMAN CENTER | ||||||||||
| ELIZABETH FREEMAN CENTER | 43 FRANCIS AVENUE | 43 FRANCIS AVENUE | PITTSFIELD | MA | 01201 | 042584551 | 3 | 35000 | FMV | CHILD SAFE PROGRAM |
| ELIZABETH FREEMAN CENTER | ||||||||||
| ELIZABETH FREEMAN CENTER | 43 FRANCIS AVENUE | 43 FRANCIS AVENUE | PITTSFIELD | MA | 01201 | 042584551 | 3 | 60000 | FMV | VIOLENCE PREVENTION |
| ELIZABETH FREEMAN CENTER | ||||||||||
| ELIZABETH FREEMAN CENTER | 43 FRANCIS AVENUE | 43 FRANCIS AVENUE | PITTSFIELD | MA | 01201 | 042584551 | 3 | 100000 | FMV | SHELTER |
| GLADYS ALLEN BRIGHAM COMMUNITY CENT | ||||||||||
| GLADYS ALLEN BRIGHAM COMMUNITY CENT | 165 EAST STREET | 165 EAST STREET | PITTSFIELD | MA | 01201 | 042178889 | 3 | 20000 | FMV | YOUTH EMPOWERMENT |
| GLADYS ALLEN BRIGHAM COMMUNITY CENT | ||||||||||
| GLADYS ALLEN BRIGHAM COMMUNITY CENT | 165 EAST STREET | 165 EAST STREET | PITTSFIELD | MA | 01201 | 042178889 | 3 | 36700 | FMV | YOUTH LEADERSHIP |
| GLADYS ALLEN BRIGHAM COMMUNITY CENT | ||||||||||
| GLADYS ALLEN BRIGHAM COMMUNITY CENT | 165 EAST STREET | 165 EAST STREET | PITTSFIELD | MA | 01201 | 042178889 | 3 | 39787 | FMV | CHILDHOOD EDUCATION |
| GLADYS ALLEN BRIGHAM COMMUNITY CENT | ||||||||||
| GLADYS ALLEN BRIGHAM COMMUNITY CENT | 165 EAST STREET | 165 EAST STREET | PITTSFIELD | MA | 01201 | 042178889 | 3 | 77856 | FMV | SCHOOL AGE ENRICHMEN |
| LEE YOUTH ASSOCIATION | ||||||||||
| LEE YOUTH ASSOCIATION | ACADEMY STREET | ACADEMY STREET | LEE | MA | 01238 | 042700427 | 3 | 9064 | FMV | BEFORE/AFTER SCHOOL |
| LEE YOUTH ASSOCIATION | ||||||||||
| LEE YOUTH ASSOCIATION | ACADEMY STREET | ACADEMY STREET | LEE | MA | 01238 | 042700427 | 3 | 19000 | FMV | TEEN PROGRAM |
| LEE YOUTH ASSOCIATION | ||||||||||
| LEE YOUTH ASSOCIATION | ACADEMY STREET | ACADEMY STREET | LEE | MA | 01238 | 042700427 | 3 | 24000 | FMV | PRESCHOOL |
| LITERACY VOLUNTEERS OF BERKSHIRE CO | ||||||||||
| LITERACY VOLUNTEERS OF BERKSHIRE CO | 1 WENDELL AVENUE | 1 WENDELL AVENUE | PITTSFIELD | MA | 01201 | 043244191 | 3 | 8500 | FMV | LITERACY VOLUNTEERS |
| MASS211 INC | ||||||||||
| 46 PARK STREET | FRAMINGHAM | MA | 01702 | 043514643 | 3 | 5318 | FMV | INFORMATION SERVICES | ||
| MASSACHUSETTS IMMIGRANT AND REFUGEE | ||||||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | 223115048 | 3 | 30000 | FMV | BERK IMMIGRANT CTR | ||
| PEDIATRIC DEVELOPMENT CENTER | ||||||||||
| PEDIATRIC DEVELOPMENT CENTER | 388 COLUMBUS AVENUE EXTENSION | 388 COLUMBUS AVENUE EXTENSION | PITTFIELD | MA | 01201 | 042776797 | 3 | 26800 | FMV | PLAY & LEARN PROGRAM |
| PITTSFIELD FAMILY YMCA | ||||||||||
| PITTSFIELD FAMILY YMCA | 292 NORTH STREET | 292 NORTH STREET | PITTSFIELD | MA | 01201 | 042104837 | 3 | 15000 | FMV | INFANT/TODDLER PROG |
| RAILROAD STREET YOUTH PROJECT | ||||||||||
| RAILROAD STREET YOUTH PROJECT | 60 BRIDGE STREET | 60 BRIDGE STREET | GREAT BARRINGTON | MA | 01230 | 3 | 20000 | FMV | APPRENTICESHIPS | |
| RAILROAD STREET YOUTH PROJECT | ||||||||||
| RAILROAD STREET YOUTH PROJECT | 60 BRIDGE STREET | 60 BRIDGE STREET | GREAT BARRINGTON | MA | 01230 | 3 | 30000 | FMV | YOUTH DEVELOPMENT | |
| REACH OUT AND READ INC | ||||||||||
| 56 ROLAND STREET SUITE 100D | BOSTON | MA | 021291243 | 043481253 | 3 | 10000 | FMV | LITERACY PROGRAM | ||
| SALVATION ARMY OF PITTSFIELD | ||||||||||
| SALVATION ARMY OF PITTSFIELD | 30 WEST STREET | 30 WEST STREET | PITTSFIELD | MA | 01201 | 135562351 | 3 | 20000 | FMV | YOUTH & COMMUNITY |
| UNITED CEREBRAL PALSY OF BC | ||||||||||
| UNITED CEREBRAL PALSY OF BK | 742 NORTH STREET | 742 NORTH STREET | PITTSFIELD | MA | 01201 | 042173060 | 3 | 5400 | FMV | EDUCATION ADVOCACY |
| UNITED CEREBRAL PALSY OF BC | ||||||||||
| UNITED CEREBRAL PALSY OF BK | 742 NORTH STREET | 742 NORTH STREET | PITTSFIELD | MA | 01201 | 042173060 | 3 | 12000 | FMV | SELF SUFFICIENCY |
| UNITED CEREBRAL PALSY OF BC | ||||||||||
| UNITED CEREBRAL PALSY OF BK | 742 NORTH STREET | 742 NORTH STREET | PITTSFIELD | MA | 01201 | 042173060 | 3 | 20000 | FMV | YOUTH SKILL BUILDING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 27 | TotalNbrOf501C3AndGovtGrants |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIRST ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | - 98% OF STAFF IN THESE PROGRAMS RECEIVED PROFESSIONAL DEVELOPMENT OR CONTINUING EDUCATION CREDITS. - 87% OF PARENTS THAT TOOK PART IN FAMILY STRENGTHENING PROGRAMS SHOWED IMPROVEMENT IN THEIR ABILITY TO SUPPORT THEIR CHILDREN'S DEVELOPMENT AND LEARNING. - 94% OF CHILDREN WHO RECEIVED EARLY INTERVENTION TREATMENT SHOWED IMPROVEMENT. - PARTNERED WITH BERKSHIRE PRIORITIES, A VOLUNTEER INITIATIVE MADE UP OF COMMUNITY LEADERS, TO LAUNCH PITTSFIELD PROMISE, A PILOT PROGRAM SPECIFICALLY TARGETED TO IMPROVE READING PROFICIENCY TO 90% BY 2020 WITH A COMMITMENT TO EXTEND COUNTY-WIDE WITHIN TWO YEARS. |
| SECOND ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4B | TO YOUTH-FRIENDLY REPRODUCTIVE HEALTH SERVICES; YOUTH ENGAGEMENT; COMPREHENSIVE SEXUALITY EDUCATION ACROSS GRADE LEVELS; AND PARENT/ADULT EDUCATION TO SHARE VALUES AND EXPECTATIONS. - PROVIDING MENTORING, CIVIC ENGAGEMENT AND COLLEGE AND WORK-READY SKILL- BUILDING OPPORTUNITIES THAT PROMOTE POSITIVE BEHAVIORS ACROSS BERKSHIRE COUNTY'S YOUNG ADULT POPULATION. RESULTS TO DATE - CONDUCTED HOST OF ACTIVITIES IN SUPPORT OF PITTSFIELD PREVENTION PARTNERSHIP STRATEGIES: STICKER SHOCK, SHOULDER TAP SURVEYS, ALCOHOL PURCHASE SURVEYS, TRAINING FOR ALCOHOL SERVERS, SAY IT PROUD AWARDS, 411 IN THE 413 YOUTH CONFERENCE, ACTIVE PARENTING WORKSHOPS, PROM NIGHT POLICE SATURATION PATROLS, RX DRUG ROUND-UPS. - MOVED TO EXECUTE TEEN PREGNANCY REDUCTION STRATEGIES BY: PARTNERING WITH THE MA ALLIANCE FOR TEEN PREGNANCY; CONDUCTING FOCUS GROUPS WITH BERKSHIRE COUNTY TEENS AND ADULTS; AWARDING FUNDING TO A LOCAL TEEN OUTREACH PROGRAM PROVIDER; AND BEGAN INITIAL WORK ON BRANDED PUBLIC AWARENESS CAMPAIGN - NUMBER OF YOUTH ENGAGED IN MENTORING RELATIONSHIPS: GOAL: 195; ACHIEVED: 234; 120% -- AND OF THOSE 75% FELT SUPPORTED BY THEIR MENTOR. - NUMBER OF YOUTH CIVICALLY ENGAGED AND DEMONSTRATING LEADERSHIP: GOAL: 549; ACHIEVED 935: 170% -- AND 77% FEEL MORE CONNECTED TO THEIR COMMUNITY AS A RESULT. - NUMBER OF YOUTH RECEIVING ACADEMIC SUPPORT FOR COLLEGE READINESS: GOAL: 1,521; ACHIEVED: 1,354; 89%. |
| THIRD ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4C | GOAL 1,182; ACHIEVED 975; 82%. - NUMBER OF INDIVIDUALS WHO GAINED OR RETAINED EMPLOYMENT: GOAL 336; ACHIEVED 493; 146%. - NUMBER OF INDIVIDUALS WHO COMPLETED FINANCIAL EDUCATION: GOAL 354; ACHIEVED 379; 107%. - ORGANIZED A GROUP OF LOCAL BUSINESS AND COMMUNITY LEADERS AND MET WITH THE MASSACHUSETTS REGIONAL OFFICE OF THE INTERNAL REVENUE SERVICE TO DEVELOP PLANS FOR REINVIGORATING THE LOCAL VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM. - BROUGHT TOGETHER THE WESTERN MASSACHUSETTS NETWORK TO END HOMELESSNESS AND THE REGIONAL PLANNING COMMISSIONS FOR THE WESTERN REGION OF THE STATE TO CREATE A DIRECTORY OF SERVICES FOR LOW INCOME RESIDENTS. - INVESTED 5,318 TO SUPPORT MASS 2-1-1, THE EASY-TO-REMEMBER TOLL-FREE NUMBER AVAILABLE TO CALL 24/7 FOR FREE STATEWIDE ACCESS TO HEALTH AND HUMAN SERVICES INFORMATION AND REFERRALS. |
| SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS | FORM 990, PAGE 6, PART VI, LINE 4 | BYLAWS WERE MODIFIED AND APPROVED ON SEPTEMBER 26, 2012 TO INCLUDE UPDATED MISSION, CHANGES IN VOTING QUORUMS AND ADDITION OF VICE-CHAIR HAVING SIGNING PRIVILEGES. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF FORM 990 IS DISTRIBUTED TO STAFF, THE FINANCE AND AUDIT COMMITTEES, AND THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION USES SALARY DATA FROM THE UNITED WAY WORLDWIDE AS WELL AS THE LOCAL MARKET. THESE SALARIES ARE REVIEWED BY THE HUMAN RESOURCE 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. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE SALARY OF THE CEO. THE COMPENSATION IS BASED ON SALARY DATA FROM THE UNITED WAY WORLDWIDE AS WELL AS THE LOCAL MARKET. THE FULL BOARD OF DIRECTORS IS INFORMED OF THE DATA AND DECISIONS MADE FOR CEO COMPENSATION. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, 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. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | 68,969 NET UNREALIZED GAINS ON INVESTMENTS 5,109 K-1 PASSTHROUGH LOSS 27,500 PRIOR YEAR GRANT RECOVERY (125,182) RESERVE FOR UNCOLLECTIBLE ACCOUNTS --------- ( 23,604) CHANGES IN NET ASSETS |