Totals
- Total revenue
- $2,179,320
- Total expenses
- $2,315,950
- Contributions and grants received
- $2,021,261
- Grants paid
- $1,038,544
- Program service revenue
- $0
- Investment income
- $180,682
- Other revenue
- -$22,623
- Total assets, end of year
- $5,419,415
- Total liabilities, end of year
- $1,580,037
- Net assets or fund balances, end of year
- $3,839,378
- Program services expenses (Part IX)
- $1,660,308
- Management and general expenses
- $189,680
- Fundraising expenses
- $465,962
- Program service expenses (Part III)
- $1,660,308
Program services were 71.7% 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.
-
1c · Fundraising events
$43,886
-
1e · Government grants (contributions)
$24,000
-
1f · All other contributions, gifts and grants
$1,953,375
-
1g · Noncash contributions included above
$100
-
3 · Investment income
total $84,254 · excluded $84,254
-
7a · Gross sales of assets other than inventory
securities $1,437,167
-
7b · Less cost or other basis and sales expenses
securities $1,340,739
-
7c · Gain or loss
securities $96,428
-
7d · Net gain or loss
total $96,428 · excluded $96,428
-
8a · Fundraising events: gross income
$23,562
-
8a · Fundraising events: contributions included on line 1c
$43,886
-
8b · Fundraising events: direct expenses
$49,232
-
8c · Net income from fundraising events
total -$25,670 · excluded -$25,670
-
11a · Other revenue: ADMIN FEE-DESIGNAT.
total $3,047 · related or exempt $3,047
-
11e · Other revenue, total
$3,047
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,038,544 · program services $1,038,544
-
5 · Compensation of officers, directors and key employees
total $188,657 · program services $77,624 · management and general $33,409 · fundraising $77,624
-
7 · Other salaries and wages
total $490,027 · program services $243,237 · management and general $32,941 · fundraising $213,849
-
8 · Pension plan contributions
total $19,086 · program services $9,695 · management and general $1,855 · fundraising $7,536
-
9 · Other employee benefits
total $40,572 · program services $19,912 · management and general $4,419 · fundraising $16,241
-
10 · Payroll taxes
total $52,861 · program services $24,597 · management and general $4,376 · fundraising $23,888
-
11c · Fees: accounting
total $18,600 · management and general $18,600
-
11f · Fees: investment management
total $28,767 · management and general $28,767
-
11g · Fees: other
total $62,078 · program services $10,934 · management and general $30,101 · fundraising $21,043
-
12 · Advertising and promotion
total $15,263 · program services $5,367 · management and general $959 · fundraising $8,937
-
13 · Office expenses
total $24,632 · program services $13,396 · management and general $962 · fundraising $10,274
-
14 · Information technology
total $60,564 · program services $24,478 · management and general $5,890 · fundraising $30,196
-
16 · Occupancy
total $70,497 · program services $32,432 · management and general $10,570 · fundraising $27,495
-
17 · Travel
total $4,589 · management and general $1,414 · fundraising $3,175
-
19 · Conferences, conventions and meetings
total $33,110 · program services $29,997 · management and general $2,381 · fundraising $732
-
21 · Payments to affiliates
total $22,179 · program services $10,202 · management and general $3,327 · fundraising $8,650
-
22 · Depreciation, depletion and amortization
total $11,816 · program services $5,436 · management and general $1,772 · fundraising $4,608
-
23 · Insurance
total $7,578 · program services $3,486 · management and general $1,137 · fundraising $2,955
-
24a · Other expenses: DESIGNATED FUNDS
total $71,935 · program services $71,935
-
24b · Other expenses: GRANTS DATA COLLECTION
total $29,619 · program services $29,619
-
24c · Other expenses: BANK CHARGES
total $12,459 · program services $2,198 · management and general $5,701 · fundraising $4,560
-
24d · Other expenses: MA 211 FEES
total $5,854 · program services $5,854
-
24e · All other expenses
total $6,663 · program services $1,365 · management and general $1,099 · fundraising $4,199
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $905,398 · end of year $711,676
-
2 · Savings and temporary cash investments
end of year $102,151
-
3 · Pledges and grants receivable
beginning of year $601,842 · end of year $683,280
-
4 · Accounts receivable
beginning of year $4,103 · end of year $1,681
-
9 · Prepaid expenses and deferred charges
beginning of year $23,708 · end of year $22,365
-
10a · Land, buildings and equipment: cost or other basis
$371,762
-
10b · Land, buildings and equipment: accumulated depreciation
$346,236
-
10c · Land, buildings and equipment, net
beginning of year $29,277 · end of year $25,526
-
11 · Investments: publicly traded securities
beginning of year $3,435,503 · end of year $3,538,016
-
15 · Other assets
beginning of year $0 · end of year $334,720
-
17 · Accounts payable and accrued expenses
beginning of year $43,379 · end of year $69,672
-
18 · Grants payable
beginning of year $1,053,607 · end of year $1,084,733
-
19 · Deferred revenue
beginning of year $10,000 · end of year $26,525
-
21 · Escrow or custodial account liability
beginning of year $80,606 · end of year $64,387
-
25 · Other liabilities
beginning of year $0 · end of year $334,720
-
27 · Net assets without donor restrictions
beginning of year $2,441,480 · end of year $2,482,944
-
28 · Net assets with donor restrictions
beginning of year $1,370,759 · end of year $1,356,434
Mission and programs · 2022
Mission
BERKSHIRE UNITED WAY IGNITES THE COLLECTIVE POWER OF INDIVIDUALS AND ORGANIZATIONS TO BUILD A STRONGER COMMUNITY TOGETHER. CONTRIBUTIONS ARE USED TO SUPPORT COMMUNITY AND FAMILIES IN THE BERKSHIRES.
Activities or mission (Part I)
TO IGNITE THE COLLECTIVE POWER OF INDIVIDUALS & ORGANIZATIONS TO BUILD A STRONGER COMMUNITY TOGETHER.
-
THE ORGANIZATION RAISES FUNDS THROUGH WORKPLACE CAMPAIGNS, CORPORATE GIFTS, SPONSORSHIPS, GOVERNMENT AND FOUNDATION GRANTS AND INDIVIDUAL DONATIONS. THE ORGANIZATION INVESTS THESE RESOURCES IN SUPPORT OF THREE PRIORITY COMMUNITY ISSUES: EARLY CHILDHOOD DEVELOPMENT, POSITIVE YOUTH DEVELOPMENT, AND ECONOMIC PROSPERITY. THE ORGANIZATION PARTNERS WITH A VARIETY OF NONPROFIT ORGANIZATIONS IN BERKSHIRE COUNTY, INCLUDING 18 DEGREES, HABITAT FOR HUMANITY, AND GREENAGERS. THE ORGANIZATION LEADS SEVERAL INITIATIVES TO ADDRESS COMMUNITY NEEDS. IN FYE 6/30/23 GENERAL OPERATING SUPPORT WAS FUNDED ACROSS 27 LOCAL ORGANIZATIONS.
Expenses $1,660,308 · Grants $1,038,544 · Revenue $3,047
As filed on the 2022 return.
Listed in Part VII
-
Laurie GallagherLAURIE GALLAGHER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Michael StoddardMICHAEL STODDARD
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jaime CampbellJAIME CAMPBELL
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jason CuylerJASON CUYLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Warren DewsWARREN DEWS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason OstranderJASON OSTRANDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patricia CallahanPATRICIA CALLAHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew KirchnerMATTHEW KIRCHNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christopher MontferretCHRISTOPHER MONTFERRET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara GuidoBARBARA GUIDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David ReinhartDAVID REINHART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rachel Melendez-MabeeRACHEL MELENDEZ-MABEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Krystle BlakeKRYSTLE BLAKE
DIRECTOR/CLERK AS OF 8/26/22
- Total calculated
- $0
- Hours/week
- 1
-
Melissa Loiodici-WalkerMELISSA LOIODICI-WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Henry BotzumHENRY BOTZUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William DemarcoWILLIAM DEMARCO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daltrey TurnerDALTREY TURNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David HarringtonDAVID HARRINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian HoranBRIAN HORAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gretchen FairfieldGRETCHEN FAIRFIELD
FINANCE & ADMIN MANAGER-START 1/1/23
- Total calculated
- $30,320
- From this org
- $22,978
- From related orgs
- $0
- Other
- $7,342
- Hours/week
- 40
-
Tom BernardTOM BERNARD
PRESIDENT/CEO
- Total calculated
- $125,467
- From this org
- $115,816
- From related orgs
- $0
- Other
- $9,651
- Hours/week
- 40
-
Jennifer CosicaJENNIFER COSICA
CONTRACTED CFO THRU 12/2022
- Total calculated
- $47,731
- From this org
- $47,731
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
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.
Grants on this return
-
18 DEGREES
$90,000
EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT/ECONOMIC PROSPERITY
-
$75,000
EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT/ECONOMIC PROSPERITY
-
EARLY CHILDHOOD DEVELOPMENT/POSITIVE YOUTH DEVELOPMENT
-
$70,000
EARLY CHILDHOOD DEVELOPMENT/ECONOMIC PROSPERITY
-
ECONOMIC PROSPERITY
-
$45,000
EARLY CHILDHOOD DEVELOPMENT
-
POSITIVE YOUTH DEVELOPMENT
-
$45,000
POSITIVE YOUTH DEVELOPMENT
-
$40,000
EARLY CHILDHOOD DEVELOPMENT
-
$40,000
EARLY CHILDHOOD DEVELOPMENT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401359349307485
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.