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Nonprofiteer
← BERKSHIRE FAMILY AND INDIVIDUAL RESOURCES INC

Form 990 for tax year 2022

Filed by BERKSHIRE FAMILY AND INDIVIDUAL RESOURCES INC.

Totals

Total revenue
$21,378,791
Total expenses
$16,841,504
Contributions and grants received
$4,479,599
Grants paid
$0
Program service revenue
$16,679,486
Investment income
$219,066
Other revenue
$640
Total assets, end of year
$21,280,036
Total liabilities, end of year
$7,737,589
Net assets or fund balances, end of year
$13,542,447
Program services expenses (Part IX)
$14,454,185
Management and general expenses
$2,375,796
Fundraising expenses
$11,523
Program service expenses (Part III)
$14,454,185

Program services were 85.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $27,430

  • 1e · Government grants (contributions)

    $4,355,457

  • 1f · All other contributions, gifts and grants

    $96,712

  • 1g · Noncash contributions included above

    $2,400

  • 2a · Program service revenue: GOV'T CONTRACTS FOR SERVICE

    total $13,074,248 · related or exempt $13,074,248

  • 2b · Program service revenue: MEDICARE

    total $2,855,311 · related or exempt $2,855,311

  • 2c · Program service revenue: CLIENT RESOURCES

    total $614,978 · related or exempt $614,978

  • 2d · Program service revenue: COMMERCIAL ACTIVITIES - CLIEN

    total $110,737 · related or exempt $110,737

  • 2e · Program service revenue: PRIVATE CLIENT FEES

    total $24,212 · related or exempt $24,212

  • 3 · Investment income

    total $220,132 · related or exempt $220,132

  • 7a · Gross sales of assets other than inventory

    securities $79,308

  • 7b · Less cost or other basis and sales expenses

    securities $80,374

  • 7c · Gain or loss

    securities -$1,066

  • 7d · Net gain or loss

    total -$1,066 · related or exempt -$1,066

  • 11a · Other revenue: ANNUAL MEETING

    total $640 · excluded $640

  • 11e · Other revenue, total

    $640

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $407,733 · management and general $407,733

  • 7 · Other salaries and wages

    total $9,787,361 · program services $9,091,617 · management and general $695,744

  • 8 · Pension plan contributions

    total $157,234 · program services $133,977 · management and general $23,257

  • 9 · Other employee benefits

    total $890,988 · program services $759,201 · management and general $131,787

  • 10 · Payroll taxes

    total $976,013 · program services $876,147 · management and general $99,866

  • 11b · Fees: legal

    total $9,610 · management and general $9,610

  • 11c · Fees: accounting

    total $31,300 · management and general $31,300

  • 11g · Fees: other

    total $987,614 · program services $209,421 · management and general $778,193

  • 12 · Advertising and promotion

    total $155,488 · program services $118,407 · management and general $37,081

  • 13 · Office expenses

    total $60,190 · program services $49,452 · management and general $10,738

  • 14 · Information technology

    total $23,184 · program services $21,075 · management and general $2,109

  • 16 · Occupancy

    total $818,299 · program services $803,106 · management and general $15,193

  • 17 · Travel

    total $68,485 · program services $57,282 · management and general $11,203

  • 19 · Conferences, conventions and meetings

    total $16,017 · program services $16,017

  • 20 · Interest

    total $109 · management and general $109

  • 22 · Depreciation, depletion and amortization

    total $491,194 · program services $474,574 · management and general $16,620

  • 23 · Insurance

    total $119,377 · program services $109,879 · management and general $9,498

  • 24a · Other expenses: CLIENT/CAREGIVER STIPEND

    total $746,761 · program services $746,761

  • 24b · Other expenses: MEALS

    total $250,534 · program services $246,457 · management and general $4,077

  • 24c · Other expenses: DIRECT CARE CONSULTANTS

    total $231,326 · program services $231,326

  • 24d · Other expenses: VEHICLE/CLIENT TRANSPORTA

    total $204,586 · program services $204,586

  • 24e · All other expenses

    total $408,101 · program services $304,900 · management and general $91,678 · fundraising $11,523

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,717,261 · end of year $4,950,352

  • 2 · Savings and temporary cash investments

    beginning of year $1,170,337 · end of year $3,885,909

  • 4 · Accounts receivable

    beginning of year $1,288,966 · end of year $4,048,157

  • 9 · Prepaid expenses and deferred charges

    beginning of year $250,311 · end of year $289,851

  • 10a · Land, buildings and equipment: cost or other basis

    $11,170,279

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,628,514

  • 10c · Land, buildings and equipment, net

    beginning of year $7,514,759 · end of year $7,541,765

  • 11 · Investments: publicly traded securities

    beginning of year $302,616 · end of year $550,403

  • 15 · Other assets

    beginning of year $14,299 · end of year $13,599

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,601,077 · end of year $1,645,747

  • 19 · Deferred revenue

    beginning of year $8,386 · end of year $182,586

  • 24 · Unsecured notes and loans payable

    beginning of year $5,672,270 · end of year $5,909,256

  • 27 · Net assets without donor restrictions

    beginning of year $8,976,816 · end of year $13,542,447

Mission and programs · 2022

Mission

THROUGH ORGANIZATIONAL RESOLVE, SKILLED AND DEDICATED STAFF, AND DYNAMIC LEADERSHIP, BFAIR PROVIDES QUALITY SERVICES, ADVOCACY, AND EDUCATION FOR PEOPLE WITH DISABILITIES WHICH AFFIRM THE RIGHTS OF FULL INCLUSION.

  • BERKSHIRE RESIDENTIAL - PROVIDES FLEXIBLE AND INDIVIDUALIZED LIVING ASSISTANCE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES AND ACQUIRED BRAIN INJURY, RANGING IN AGE FROM YOUNG ADULT TO ELDERLY.

    Expenses $4,826,224 · Revenue $5,493,941

  • INDIVIDUAL AND FAMILY SUPPORTS - PROVIDES CASE MANAGEMENT, PLANNED AND EMERGENCY RESPITE FOR FAMILIES, OUTREACH, SOCIAL CLUBS, BI-LINGUAL SERVICES FOR SPANISH SPEAKING PERSONS, INTENSIVE FLEXIBLE FAMILY SUPPORTS FOR ADOLESCENTS, EDUCATION AND SELF ADVOCACY SUPPORTS, AND FAMILY WORKSHOPS.

    Expenses $430,173 · Revenue $528,898

  • BERKSHIRE DAY - PROVIDES INDIVIDUALIZED SERVICES FOR ADULTS AND STUDENTS WITH DEVELOPMENTAL DISABILITIES, AUTISM, AND BRAIN INJURIES. SERVICES INCLUDE CLINICAL, PHYSICAL, AND OCCUPATIONAL AND SPEECH THERAPIES AS WELL AS ON-SITE NURSING CARE, AND SUPPORTED EMPLOYMENT.

    Expenses $1,101,750 · Revenue $1,267,558

  • CHILD/ADOLESCENT - PROVIDES INTENSIVE CLINICAL SERVICES FOR CHILDREN DIAGNOSED WITH AUTISM SPECTRUM DISORDER, DEVELOPMENTAL DISABILITIES, AND EMOTIONAL AND BEHAVIORAL DISABILITIES UNDER THE AGE OF 22. INDIVIDUALIZED WRAP-AROUND SERVICES ARE PROVIDED AT SCHOOL, IN THE HOME, AND IN THE COMMUNITY. SCHOOL STAFF AND FAMILY TRAINING IS PROVIDED. EXPENSES: 24,605; REVENUE 24,033 ACQUIRED BRAIN INJURY - PROVIDING RESIDENTIAL SERVICES FOR PEOPLE WITH AN ACQUIRED BRAIN INJURY, INCLUDING ADULT COMPANION, CHORE SERVICES, SUPPORTED EMPLOYMENT, DAY SERVICES, INDIVIDUAL SUPPORTS & COMMUNITY HABILITATION AND TRANSPORTAION EXPENSES 1,571,208 REVENUE 1,527,476 ADULT FAMILY CARE - DESIGNED FOR ANY PERSON WHO IS 15 YEARS OF AGE OR OLDER, WITH A PHYSICAL OR MENTAL DISABILITY OR MEDICAL CONDITION EXPENSES 824,134 REVENUE 828,865 ACQUIRED BRAIN INJURY AND MONEY FOLLOWS THE PERSON RESIDENTIAL EXPENSES 3,703,385 REVENUE 4,846,789 SHARED LIVING EXPENSES 330,345 REVENUE 423,958 COMMUNITY BASED DAY SUPPORT EXPENSES 605,748 REVENUE 681,606 EMPLOYMENT/CIES EMPLOYMENT EXPENSES 1,032,454 REVENUE 1,272,389

    Expenses $8,096,038 · Revenue $9,600,957

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rich Weisenflue

    CHIEF EXECUT

    Total calculated
    $261,706
    From this org
    $248,130
    From related orgs
    $0
    Other
    $13,576
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,574
    Bonus
    $56,331
    Other
    $3,225
    Deferred
    $13,576
    Nontaxable benefits
    not reported
    Filer's total
    $261,706

  • Laila Boucher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Andrew Briggs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Barbara Chaput

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jacob Dabrowski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dr Gray Ellrodt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Alex Figueroa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dana Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Marissa Kirchner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Stephen Narey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Karen Rowe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carter White

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kim Baker

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Patti Messina

    CLERK

    Total calculated
    $0
    Hours/week
    2

  • Peter Mirante

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Dana Mullen

    TREASURER

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
10 October 2023
IRS schema version
2022v5.0
Source object
202332919349300248

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