Berkshire United Way Inc
- Assets
- $5.0m
- Revenue
- $2.2m
- Investments
- $0.0
- Employees
- 13
- Location
- Pittsfield, MA
- Founding
- 09/1958
- Data as of
- 06/2022
- EIN
- 04-2104841
Organization Overview
Berkshire United Way Inc is located in Pittsfield, MA. The organization was established in 1958. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, Berkshire United Way Inc employed 13 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Berkshire United Way Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Berkshire United Way Inc generated $2.2m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.0%) each year. All expenses for the organization totaled $2.2m during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (4.0%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Berkshire United Way Inc has awarded 421 individual grants totaling $11,441,131. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO IGNITE THE COLLECTIVE POWER OF INDIVIDUALS & ORGANIZATIONS TO BUILD A STRONGER COMMUNITY TOGETHER.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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 LITERACY, POSITIVE YOUTH DEVELOPMENT AND ECONOMIC PROSPERITY. THE ORGANIZATION PARTNERS WITH A VARIETY OF NONPROFIT ORGANIZATIONS IN BERKSHIRE COUNTY, INCLUDING READY4K, BERKSHIRE BOOKHOUSES AND WEEREAD. THE ORGANIZATION LEADS SEVERAL INITIATIVES TO ADDRESS COMMUNITY NEEDS. IN FYE 6/30/22, 38 PROGRAMS WERE FUNDED ACROSS 25 LOCAL ORGANIZATIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Candace Winkler President & CEO - Thru 8/31/21 | Officer | 40 | $103,573 |
Valerie Schueckler Director Of Finance - Thru 5/13/22 | Officer | 40 | $72,710 |
Laurie Gallagher Dir Thru 8/31/21;pres 9/21 - 1/22;director | OfficerTrustee | 14 | $10,600 |
Michael Stoddard Chair | OfficerTrustee | 1 | $0 |
Jaime Campbell Treasurer | OfficerTrustee | 1 | $0 |
Christina Wynn Clerk | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $39,300 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,996,823 |
| Noncash contributions included in lines 1a–1f | $1,300 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,036,123 |
| Total Program Service Revenue | $0 |
| Investment income | $63,283 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $75,278 |
| Net Income from Fundraising Events | -$11,780 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,166,848 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,059,250 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $191,759 |
| Compensation of current officers, directors, key employees. | $45,955 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $409,813 |
| Pension plan accruals and contributions | $6,839 |
| Other employee benefits | $53,519 |
| Payroll taxes | $49,422 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $19,400 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $31,036 |
| Fees for services: Other | $49,837 |
| Advertising and promotion | $12,658 |
| Office expenses | $11,054 |
| Information technology | $53,364 |
| Royalties | $0 |
| Occupancy | $75,403 |
| Travel | $1,111 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $11,211 |
| Interest | $0 |
| Payments to affiliates | $35,792 |
| Depreciation, depletion, and amortization | $14,702 |
| Insurance | $7,168 |
| All other expenses | $8,960 |
| Total functional expenses | $2,192,781 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $905,398 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $601,842 |
| Accounts receivable, net | $4,103 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $23,708 |
| Net Land, buildings, and equipment | $29,277 |
| Investments—publicly traded securities | $3,435,503 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,999,831 |
| Accounts payable and accrued expenses | $43,379 |
| Grants payable | $1,053,607 |
| Deferred revenue | $10,000 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $80,606 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,187,592 |
| Net assets without donor restrictions | $2,441,480 |
| Net assets with donor restrictions | $1,370,759 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,999,831 |
Grants Awarded
Over the last fiscal year, Berkshire United Way Inc has awarded $1,029,500 in support to 40 organizations.
| Grant Recipient | Amount |
|---|---|
North Adams, MA PURPOSE: HEALTHY FAMILIES | $50,000 |
Pittsfield, MA PURPOSE: TRAUMA RECOVERY PROGRAM | $45,000 |
Pittsfield, MA PURPOSE: EARLY EDUCATION AND CARE | $45,000 |
Pittsfield, MA PURPOSE: EARLY CHILDHOOD EDUCATION | $41,000 |
Lee, MA PURPOSE: BUSY BEE LEARNING CENTER | $41,000 |
North Adams, MA PURPOSE: PARENTCHILD+ | $40,000 |
Grants Recieved
Over the last fiscal year, we have identified 14 grants that Berkshire United Way Inc has recieved totaling $835,105.
| Awarding Organization | Amount |
|---|---|
Josephine And Louise Cranefoundation Falmouth, MA PURPOSE: UNRESTRICTED | $350,000 |
The Blackbaud Giving Fund Charleston, SC PURPOSE: GENERAL SUPPORT | $106,145 |
The Blackbaud Giving Fund Charleston, SC PURPOSE: GENERAL SUPPORT | $106,145 |
The Berkshire Taconic Community Foundation Inc Sheffield, MA PURPOSE: FOR GENERAL SUPPORT AND COVID EMERGENCY RESPONSE | $83,450 |
Mill Town Foundation Inc Providence, RI PURPOSE: CHARITABLE CONTRIBUTIONS | $50,000 |
Ayco Charitable Foundation Cohoes, NY PURPOSE: COMMUNITY & HUMAN SERVICES | $44,000 |
Endowment Analysis
| Beg. Balance | $1,672,109 |
| Earnings | -$198,415 |
| Admin Expense | $12,930 |
| Other Expense | $90,005 |
| Ending Balance | $1,370,759 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Lighthouse Guild International Inc New York, NY | $511,507,297 | $10,629,551 |
North Star Fund Inc New York, NY | $26,831,975 | $32,265,698 |
Granite United Way Manchester, NH | $10,904,464 | $19,030,593 |
United Way Of Buffalo And Erie County Buffalo, NY | $31,555,637 | $14,020,396 |
United Way Of Long Island Deer Park, NY | $13,444,061 | $14,770,315 |
Wellington Management Foundation Boston, MA | $61,260,814 | $15,149,104 |
Keren Hayeshivot Trust Brooklyn, NY | $1,238,192 | $11,653,329 |
Ovarian Cancer Research Fund Inc New York, NY | $32,985,153 | $13,088,201 |
United Way Of Tri County Inc Framingham, MA | $6,314,872 | $10,584,211 |
United Way Of Greater New Haven Inc New Haven, CT | $7,094,504 | $11,335,998 |
United Way Inc Hartford, CT | $29,196,738 | $12,702,734 |
United Way Of Central New York Inc Syracuse, NY | $9,420,955 | $9,385,723 |