Berkshire United Way Inc

“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."”

“A copy of form 990 is distributed to leadership staff for review.”

“The code of ethics is distributed annually. Within this document is the berkshire united way conflict of interest policy. 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.”

“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 5/12/2023.”

“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.”

“Actual bad debt write-offs -158,527.”

“The organization did not change its oversight process or selection process from the prior year.”