2026-05-15T13:09:47-05:00 2025-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2024-07-01 042104841 BERKSHIRE UNITED WAY INC BERK 4134426948 200 SOUTH STREET PITTSFIELD MA 012016807 KATHERINE VON HAEFEN PRESIDENT 4134426948 2026-05-14 1 1 RUDY M D'AGOSTINO P00962620 4135368510 2026-05-14 2024 2025-03-06 01:10:19Z KATHERINE VON HAEFEN 200 SOUTH STREET PITTSFIELD MA 01201 4833466 0 X WWW.BERKSHIREUNITEDWAY.ORG X 1952 MA TOGETHER, WE CAN BUILD A STRONGER AND MORE EQUITABLE COMMUNITY WHERE EVERYONE CAN THRIVE. 20 20 13 346 0 0 2248264 2030193 0 0 113797 390639 -15053 -17973 2347008 2402859 1044691 1068146 0 0 852326 883692 0 0 487277 392030 440516 2289047 2392354 57961 10505 5602065 5555142 1494301 1517725 4107764 4037417 X BERKSHIRE UNITED WAY IGNITES THE COLLECTIVE POWER OF INDIVIDUALS AND ORGANIZATIONS TO BUILD A STRONGER AND MORE EQUITABLE COMMUNITY WHERE EVERYONE CAN THRIVE. WE MAGNIFY YOUR CONTRIBUTIONS TO MAKE LASTING, POSITIVE CHANGE RIGHT HERE IN THE BERKSHIRES. WE ARE COMMITTED TO SUPPORTING INDIVIDUALS AND STRENGTHENING FAMILIES WHERE WE LIVE, WORK, AND PLAY. 0 0 1694483 1068146 2720 BERKSHIRE UNITED WAY BRINGS TOGETHER FINANCIAL RESOURCES, COMMUNITY PARTNERS AND LEADERS, AND VOLUNTEERS TO ADVANCE LONG-TERM SOLUTIONS THAT IMPROVE LIVES THROUGHOUT BERKSHIRE COUNTY. THROUGH EMPLOYEE GIVING, CORPORATE GIFTS, SPONSORSHIPS, GRANTS, AND INDIVIDUAL DONATIONS, BUW STRATEGICALLY INVESTED IN 29 HIGH-QUALITY NONPROFIT ORGANIZATIONS THAT PROVIDE A STRONG EARLY EDUCATIONAL FOUNDATION, CREATE COLLEGE AND CAREER PATHWAYS FOR YOUTH, SUPPORT HOUSEHOLD STABILITY, AND EXPAND ACCESS TO MENTAL HEALTH SERVICES. BY PROVIDING FLEXIBLE, GENERAL OPERATING SUPPORT, BERKSHIRE UNITED WAY EMPOWERS ORGANIZATIONS TO SUSTAIN AND GROW THE ESSENTIAL PROGRAMS OUR COMMUNITY RELIES ON.BEYOND FUNDING, BERKSHIRE UNITED WAY LEADS COLLABORATIVE INITIATIVES AND CONVENINGS TO ADDRESS PRESSING COMMUNITY NEEDS. DURING THE FISCAL YEAR ENDING JUNE 30, 2025, BUW SERVED MORE THAN 20,000 CHILDREN, YOUTH, AND ADULTS -- APPROXIMATELY 16% OF BERKSHIRE COUNTY RESIDENTS THROUGH OUR PRIORITY WORK. UNITED IS THE WAY WE HELP ENSURE EVERY NEIGHBOR HAS THE OPPORTUNITY TO THRIVE. 1694483 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X X GRETCHEN FAIRFIELD BERKSHIRE UNITED WAY INC 4134426948 200 SOUTH STREET PITTSFIELD MA 01201 LAURIE GALLAGHER CHAIR 1.00 X X 0 0 0 TERI BILLINGTON DIRECTOR 1.00 X 0 0 0 JAIME CAMPBELL TREASURER 1.00 X X 0 0 0 MATTHEW KIRCHNER DIRECTOR 1.00 X 0 0 0 BARBARA GUIDO DIRECTOR 1.00 X 0 0 0 DAVID REINHART DIRECTOR 1.00 X 0 0 0 RACHEL MELENDEZ-MABEE CLERK 1.00 X X 0 0 0 KRYSTLE BLAKE VICE CHAIR 1.00 X X 0 0 0 MELISSA ORAZIO DIRECTOR 1.00 X 0 0 0 HENRY BOTZUM DIRECTOR 1.00 X 0 0 0 WILLIAM DEMARCO DIRECTOR 1.00 X 0 0 0 DALTREY TURNER DIRECTOR 1.00 X 0 0 0 DAVID HARRINGTON DIRECTOR 1.00 X 0 0 0 BRIAN HORAN DIRECTOR 1.00 X 0 0 0 MICHAEL OBASOHAN DIRECTOR BEG 8/23/24 1.00 X 0 0 0 ARTHUR MILANO DIRECTOR 1.00 X 0 0 0 BETH MITCHELL DIRECTOR 1.00 X 0 0 0 TIMOTHY O'DONNELL DIRECTOR 1.00 X 0 0 0 KRISTEN PREDROTTI DIRECTOR 1.00 X 0 0 0 STEPHANIE STORIE DIRECTOR 1.00 X 0 0 0 GRETCHEN FAIRFIELD FINANCE & ADMIN MANAGER 40.00 X 48617 0 18854 THOMAS BERNARD THRU 62825 PRESIDENT/CEO 40.00 X 130596 0 19913 JOHN TWADDLE BEG 12924 FINANCE & ADMIN DIRECTOR 40.00 X 3086 0 0 182299 0 38767 1 0 1 0 0 55162 1975031 322 2030193 127651 127651 2633468 2370480 262988 262988 262988 39434 55162 60127 -20693 -20693 ADMIN FEE-DESIGNAT. 561000 2720 2720 2720 2402859 2720 0 369946 1068146 1068146 295539 106777 81985 106777 484768 262332 19619 202817 19416 11448 7968 30501 19197 1884 9420 53468 25546 6025 21897 22350 22350 31904 31904 34981 4278 9044 21659 20525 4306 1162 15057 9783 3386 968 5429 70359 22041 9855 38463 64894 25957 10384 28553 29331 22891 3688 2752 22579 9031 3613 9935 8082 3124 1521 3437 10760 4304 1722 4734 DESIGNATED FUNDS 65732 65732 GRANTS DATA COLLECTION 13798 13798 OTHER OPERATING EXPENSE 11166 8352 2814 BANK FEES 10162 2279 774 7109 14110 11558 1282 1270 2392354 1694483 210594 487277 408762 312748 207271 109869 597622 444007 890 1819 36081 16598 339156 326682 20556 12474 4039900 4400495 290983 257132 5602065 5555142 61393 182984 1093792 1009667 5000 10000 43133 57942 290983 257132 1494301 1517725 X 2719455 2628896 1388309 1408521 4107764 4037417 5602065 5555142 X 10505 -6667 -74185 X X 0 1 X 1 0 X 2535440 1947944 1943736 2174079 2030193 10631392 2535440 1947944 1943736 2174079 2030193 10631392 1458711 9172681 55191 63283 84254 115981 127651 446360 21312 21312 11099064 23979 0.82640 0.85730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1384500 50000 171280 166423 30836 1408521 1356434 214256 154917 31273 1384500 1370759 25000 156672 168211 27786 1356434 1672109 -198415 90005 12930 1370759 1528089 319071 162794 12257 1672109 0.21920 0.78080 0 0 64878 64878 0 274278 261804 12474 12474 RIGHT OF USE LIABILITY 257132 257132 X 2363466 -6667 4783 60127 58243 2305223 31904 65732 97636 2402859 2433813 4783 134312 139095 2294718 31904 65732 97636 2392354 PART IV, LINE 2B: CONTRIBUTIONS THAT ARE DESIGNATED TO A SPECIFIC THIRD-PARTY BENEFICIARY ARE RECORDED AS A LIABILITY AT THE TIME THAT THE CONTRIBUTION IS RECEIVED. THESE PLEDGES ARE PAID TO DESIGNATED AGENCIES, AS RECEIVED, WITH PAYMENTS ISSUED AT LEAST TWICE PER YEAR. PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: RE-CLASS FUNDRAISING EXPENSE 60,127. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 65,732. PART XII, LINE 2D - OTHER ADJUSTMENTS: RE-CLASS FUNDRAISING EXPENSE 60,127. PY GRANT WRITE-OFFS 74,185. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS FROM DONOR DESIGNATED FUNDS 65,732. RED TEE TOURNAMENT 34142 21339 12803 7760 5859 1000 10610 GOLF FOR GOOD 35519 14182 21337 9400 9321 7102 3 24935 19641 5294 650 5406 3019 94596 55162 39434 17810 20586 1000 20731 60127 -20693 1 18 DEGREES INC 480 WEST ST PITTSFIELD MA 01201 042226238 501(C)(3) 90000 0 EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT/ECONOMIC PROSPERITY BARRINGTON STAGE 30 UNION STREET PITTSFIELD MA 01201 043263298 501(C)(3) 22000 0 POSITIVE YOUTH DEVELOPMENT BERKSHIRE COUNTY HEAD START CHILD DEVELOPMENT PROGRAM INC 1 MEADOW LANE PITTSFIELD MA 01201 042578986 501(C)(3) 45000 0 EARLY CHILDHOOD DEVELOPMENT BERKSHIRE COUNTY KIDS PLACE AND VIOLENCE PREVENTION CENTER 63 WENDELL AVE PITTSFIELD MA 01201 043193833 501(C)(3) 35000 0 POSITIVE YOUTH DEVELOPMENT BERKSHIRE HILLS REGIONAL SCHOOL DISTRICT 50 MAIN ST PO BOX 617 STOCKBRIDGE MA 01262 042426357 GOVERNMENT 45000 0 POSITIVE YOUTH DEVELOPMENT BERKSHIRE HORSEWORKS INC 101 PATTON ROAD RICHMOND MA 01254 465419671 501(C)(3) 10000 0 POSITIVE YOUTH DEVELOPMENT BERKSHIRE NURSING FAMILIES INC PO BOX 341 ADAMS MA 01220 043529643 501(C)(3) 20000 0 EARLY CHILDHOOD DEVELOPMENT/ECONOMIC PROSPERITY BERKSHIRE PRIDE INC 34 DEPOT ST SUITE 207 PITTSFIELD MA 01201 884260268 501(C)(3) 8000 0 INNOVATIVE PROGRAMING BERKSHIRE PULSE INC 420 PARK STREET 3RD FLOOR PO BOX 37 HOUSATONIC MA 01236 432052204 501(C)(3) 25000 0 POSITIVE YOUTH DEVELOPMENT BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER 15 CRISSEY ROAD GREAT BARRINGTON MA 01230 043348584 501(C)(3) 35000 0 EARLY CHILDHOOD DEVELOPMENT BERKSHIRE THEATRE GROUP 111 SOUTH STREET PITTSFIELD MA 01201 046134497 501(C)(3) 17500 0 POSITIVE YOUTH DEVELOPMENT CENTRAL BERKSHIRE HABITAT FOR HUMANITY 314 COLUMBUS AVENUE PO BOX 2717 PITTSFIELD MA 01202 043157085 501(C)(3) 65000 0 ECONOMIC PROSPERITY CHILD CARE OF THE BERKSHIRES INC 210 STATE STREET PO BOX 172 NORTH ADAMS MA 01247 042457299 501(C)(3) 70000 0 EARLY CHILDHOOD DEVELOPMENT/ECONOMIC PROSPERITY COMMUNITY HEALTH PROGRAMS INC 444 STOCKBRIDGE ROAD GREAT BARRINGTON MA 01230 042582119 501(C)(3) 20000 0 EARLY CHILDHOOD DEVELOPMENT DALTON COMMUNITY RECREATION ASSOC INC 400 MAIN STREET DALTON MA 01226 042103761 501(C)(3) 35000 0 EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT ELIZABETH FREEMAN CENTER INC 43 FRANCIS AVENUE PITTSFIELD MA 01201 042584551 501(C)(3) 75000 0 EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT/ECONOMIC PROSPERITY FLYING CLOUD INSTITUTE INC 20 STOCKBRIDGE ROAD SUITE 2 GREAT BARRINGTON MA 01230 042730172 501(C)(3) 30000 0 POSITIVE YOUTH DEVELOPMENT GEORGE B CRANE MEMORIAL CENTER 81 LINDEN STREET PITTSFIELD MA 01201 042620389 501(C)(3) 6000 0 INNOVATIVE PROGRAMING GLADYS ALLEN BRIGHAM COMMUNITY CENTER INC 165 EAST STREET PITTSFIELD MA 01201 042178889 501(C)(3) 75000 0 EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT GREENAGERS INC 62 UNDERMOUNTAIN ROAD PO BOX 157 SOUTH EGREMONT MA 01258 461728356 501(C)(3) 45000 0 POSITIVE YOUTH DEVELOPMENT LATINAS413 INC PO BOX 188 WEST STOCKBRIDGE MA 01266 993395774 501(C)(3) 6000 0 INNOVATIVE PROGRAMING LEE YOUTH ASSOCIATION 480 PLEASANT STREET PO BOX 115 LEE MA 01238 042700429 501(C)(3) 40000 0 EARLY CHILDHOOD DEVELOPMENT LITERACY NETWORK OF SOUTH BERKSHIRE INC 32 PARK ST LEE MA 01238 043252289 501(C)(3) 10000 0 ECONOMIC PROSPERITY NAACP BERKSHIRE COUNTY CHAPTER PO BOX 605 PITTSFIELD MA 01201 237028846 501(C)(4) 8000 0 INNOVATIVE PROGRAMING NAMI BERKSHIRE COUNTY 141 NORTH STREE 301 PITTSFIELD MA 01201 043428325 501(C)(3) 10000 0 POSITIVE YOUTH DEVELOPMENT PEDIATRIC DEVELOPMENT CENTER INC 388 COLUMBUS AVENUE EXTENSION PITTSFIELD MA 01201 042776797 501(C)(3) 40000 0 EARLY CHILDHOOD DEVELOPMENT RAILROAD STREET YOUTH PROJECT PO BOX 698 GREAT BARRINGTON MA 01230 043531328 501(C)(3) 40000 0 POSITIVE YOUTH DEVELOPMENT RITES OF PASSAGE & EMPOWERMENT 741 TYLER ST PITTSFIELD MA 01201 874393361 501(C)(3) 25000 0 POSITIVE YOUTH DEVELOPMENT ROOTS & DREAMS AND MUSTARD SEEDS INC 164 SKYLINE TRAIL HINSDALE MA 01235 823012805 501(C)(3) 12000 0 EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT/ECONOMIC PROSPERITY ROOTS RISING INC 923 BARKER ROAD PITTSFIELD MA 01201 832950864 501(C)(3) 30000 0 POSITIVE YOUTH DEVELOPMENT VOLUNTEERS IN MEDICINE BERKSHIRES INC 777 MAIN ST STE 4 GREAT BARRINGTON MA 01230 900140004 501(C)(3) 35000 0 ECONOMIC PROSPERITY 33 PART I, LINE 2: COMMUNITY IMPACT GRANTS ARE AWARDED TO LOCAL NONPROFITS FOR GENERAL OPERATING SUPPORT FOR TWO YEARS. VENTURE GRANTS ARE INDIVIDUAL SMALLER GRANTS AWARDED TO LOCAL NONPROFITS FOR NEW AND/OR INNOVATIVE PROGRAMS OR INITIATIVES. ALL FUNDED PARTNERS ARE REQUIRED TO SUBMIT MID-YEAR AND YEAR END REPORTS ON DEMOGRAPHICS AND PERFORMANCE OUTCOMES VIA THE SECURE ONLINE DATA MANAGEMENT SYSTEM, E-CIMPACT. BERKSHIRE UNITED WAY CONDUCTS SITE VISITS TO ALL FUNDED NONPROFITS AT MINIMUM ANNUALLY. X 1 0 0 0 0 0 0 0 0 THOMAS BERNARD THRU 62825 PRESIDENT/CEO 130596 0 0 0 0 0 8740 0 11173 0 150509 0 0 0 PART I, LINE 4A THOMAS BERNARD $31,800 SEVERENCE PAYMENT FORM 990, PART VI, SECTION A, LINE 1A 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 A, LINE 4 THE FOLLOWING REPRESENT SIGNIFICANT CHANGES TO THE ORGANIZATION'S BYLAWS: -NO DIRECTOR MAY SERVE MORE THAN THREE CONSECUTIVE TERMS AS AN OFFICER, WHETHER IN A SINGLE OFFICE OR MULTIPLE OFFICES. -THE BOARD MAY SHORTEN OR LENGTHEN A DIRECTOR'S FIRST TERM BY UP TO 364 DAYS. -OFFICERS ARE NOW APPOINTED RATHER THAN ELECTED TO THE BOARD. -THE BOARD MAY SHORTEN OR LENGTHEN AN OFFICER'S FIRST TERM BY UP TO 364 DAYS. -A CONFLICT-OF-INTEREST POLICY HAS BEEN FORMALLY INCORPORATED INTO A SEPARATE ARTICLE OF THE BYLAWS. THE NEW COI REQUIRES AN ANNUAL CERTIFICATION FROM DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS DISTRIBUTED TO LEADERSHIP FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CODE OF ETHICS IS DISTRIBUTED ANNUALLY. ADDITIONALLY, THE BERKSHIRE UNITED WAY CONFLICT OF INTEREST POLICY IS OUTLINED IN THE BYLAWS. 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. ANY BOARD MEMBERS WITH A CONFLICT MUST EXCUSE THEMSELVES FROM VOTING ON THE TRANSACTION/ISSUE. FORM 990, PART VI, SECTION B, LINE 15 EACH SPRING AS PART OF THE BUDGET PROCESS THE FINANCE TEAM PREPARES AN ANALYSIS OF THE CURRENT FY PROJECTED PERSONNEL EXPENDITURES (SALARY, MEDICAL/DENTAL INSURANCE, OTHER EMPLOYEE INSURANCES, FICA, AND 403(B) CONTRIBUTIONS). THIS IS THEN USED TO BUILD A BASIS FOR THE NEXT FY BUDGET WHILE FACTORING IN EXPECTED STAFFING CHANGES, RESULTING IMPACTS, INSURANCE RATE INCREASES, INSURANCE RATE SPLITS, 403(B) MATCH AND PROFIT SHARE PERCENTAGES, AND A POTENTIAL SALARY RAISE POOL. THE HR COMMITTEE PROVIDES RECOMMENDATIONS TO THE DEVELOPMENT AND FINANCE COMMITTEES TO REVIEW BEFORE TAKING IT TO THE BOARD FOR FINAL APPROVAL. ONCE THE BOARD HAS APPROVED THE NEXT FISCAL YEAR PERSONNEL AND BENEFITS COMPENSATIONS THE PRESIDENT AND CEO IS THEN CHARGED WITH FINAL DETERMINATIONS FOR SALARY INCREASES BASED ON MERIT, PROMOTIONS, MARKET ADJUSTMENTS, OR INTERNAL PARITY. THE DATE OF THE LAST COMPENSATION REVIEW WAS ON 7/18/2024. 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: ACTUAL BAD DEBT WRITE-OFFS -74,185. PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS FROM THE PRIOR YEAR.