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Nonprofiteer
← BERKSHIRE UNITED WAY INC

Form 990 for tax year 2023

Filed by BERKSHIRE UNITED WAY INC.

Totals

Total revenue
$2,347,008
Total expenses
$2,289,047
Contributions and grants received
$2,248,264
Grants paid
$1,044,691
Program service revenue
$0
Investment income
$113,797
Other revenue
-$15,053
Total assets, end of year
$5,602,065
Total liabilities, end of year
$1,494,301
Net assets or fund balances, end of year
$4,107,764
Program services expenses (Part IX)
$1,616,954
Management and general expenses
$158,922
Fundraising expenses
$513,171
Program service expenses (Part III)
$1,616,954

Program services were 70.6% 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

    $60,304

  • 1f · All other contributions, gifts and grants

    $2,187,960

  • 1g · Noncash contributions included above

    $620

  • 3 · Investment income

    total $115,981 · excluded $115,981

  • 7a · Gross sales of assets other than inventory

    securities $1,820,248

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

    securities $1,822,432

  • 7c · Gain or loss

    securities -$2,184

  • 7d · Net gain or loss

    total -$2,184 · excluded -$2,184

  • 8a · Fundraising events: gross income

    $43,108

  • 8a · Fundraising events: contributions included on line 1c

    $60,304

  • 8b · Fundraising events: direct expenses

    $60,270

  • 8c · Net income from fundraising events

    total -$17,162 · excluded -$17,162

  • 11a · Other revenue: ADMIN FEE-DESIGNAT.

    total $2,109 · related or exempt $2,109

  • 11e · Other revenue, total

    $2,109

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,044,691 · program services $1,044,691

  • 5 · Compensation of officers, directors and key employees

    total $236,793 · program services $91,023 · management and general $54,747 · fundraising $91,023

  • 7 · Other salaries and wages

    total $496,488 · program services $244,931 · management and general $11,284 · fundraising $240,273

  • 8 · Pension plan contributions

    total $29,581 · program services $14,722 · management and general $724 · fundraising $14,135

  • 9 · Other employee benefits

    total $34,417 · program services $21,126 · management and general $917 · fundraising $12,374

  • 10 · Payroll taxes

    total $55,047 · program services $25,383 · management and general $4,132 · fundraising $25,532

  • 11c · Fees: accounting

    total $21,150 · management and general $21,150

  • 11f · Fees: investment management

    total $32,081 · management and general $32,081

  • 11g · Fees: other

    total $18,777 · program services $9,783 · management and general $4,035 · fundraising $4,959

  • 12 · Advertising and promotion

    total $20,547 · program services $4,463 · management and general $1,120 · fundraising $14,964

  • 13 · Office expenses

    total $11,436 · program services $2,310 · management and general $1,590 · fundraising $7,536

  • 14 · Information technology

    total $69,815 · program services $20,961 · management and general $7,149 · fundraising $41,705

  • 16 · Occupancy

    total $65,652 · program services $26,260 · management and general $10,507 · fundraising $28,885

  • 19 · Conferences, conventions and meetings

    total $39,479 · program services $31,723 · management and general $848 · fundraising $6,908

  • 21 · Payments to affiliates

    total $19,411 · program services $7,764 · management and general $3,106 · fundraising $8,541

  • 22 · Depreciation, depletion and amortization

    total $8,982 · program services $3,593 · management and general $1,437 · fundraising $3,952

  • 23 · Insurance

    total $8,435 · program services $3,374 · management and general $1,350 · fundraising $3,711

  • 24a · Other expenses: DESIGNATED FUNDS

    total $41,836 · program services $41,836

  • 24b · Other expenses: BANK FEES

    total $10,210 · program services $2,355 · management and general $797 · fundraising $7,058

  • 24c · Other expenses: GRANTS DATA COLLECTION

    total $9,946 · program services $9,946

  • 24d · Other expenses: MA 211 FEES

    total $5,854 · program services $5,854

  • 24e · All other expenses

    total $8,419 · program services $4,856 · management and general $1,948 · fundraising $1,615

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $711,676 · end of year $408,762

  • 2 · Savings and temporary cash investments

    beginning of year $102,151 · end of year $207,271

  • 3 · Pledges and grants receivable

    beginning of year $683,280 · end of year $597,622

  • 4 · Accounts receivable

    beginning of year $1,681 · end of year $890

  • 9 · Prepaid expenses and deferred charges

    beginning of year $22,365 · end of year $36,081

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

    $375,774

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

    $355,218

  • 10c · Land, buildings and equipment, net

    beginning of year $25,526 · end of year $20,556

  • 11 · Investments: publicly traded securities

    beginning of year $3,538,016 · end of year $4,039,900

  • 15 · Other assets

    beginning of year $334,720 · end of year $290,983

  • 17 · Accounts payable and accrued expenses

    beginning of year $69,672 · end of year $61,393

  • 18 · Grants payable

    beginning of year $1,084,733 · end of year $1,093,792

  • 19 · Deferred revenue

    beginning of year $26,525 · end of year $5,000

  • 21 · Escrow or custodial account liability

    beginning of year $64,387 · end of year $43,133

  • 25 · Other liabilities

    beginning of year $334,720 · end of year $290,983

  • 27 · Net assets without donor restrictions

    beginning of year $2,482,944 · end of year $2,719,455

  • 28 · Net assets with donor restrictions

    beginning of year $1,356,434 · end of year $1,388,309

Mission and programs · 2023

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 6/30/24 GENERAL OPERATING SUPPORT WAS FUNDED ACROSS MANY LOCAL ORGANIZATIONS.

    Expenses $1,616,954 · Grants $1,044,691 · Revenue $2,109

As filed on the 2023 return.

Listed in Part VII

  • Laurie Gallagher

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Teri Billington

    DIRECTOR BEG 8/25/23

    Total calculated
    $0
    Hours/week
    1

  • Jaime Campbell

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Michael Stoddard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patricia Callahan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matthew Kirchner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christopher Montferret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barbara Guido

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Reinhart

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rachel Melendez-Mabee

    CLERK

    Total calculated
    $0
    Hours/week
    1

  • Krystle Blake

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Melissa Orazio

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Henry Botzum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Demarco

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Daltrey Turner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Harrington

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian Horan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gretchen Fairfield

    FINANCE & ADMIN MANAGER-ST

    Total calculated
    $64,802
    From this org
    $45,956
    From related orgs
    $0
    Other
    $18,846
    Hours/week
    40

  • Tom Bernard

    PRESIDENT/CEO

    Total calculated
    $148,496
    From this org
    $128,485
    From related orgs
    $0
    Other
    $20,011
    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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202531359349308118

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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