Civic Intelligence

Berkshire United Way Inc.

990 • Fiscal year 2012 • EIN 04-2104841

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 22, 2012

200 South Street01201-6807
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.46x

Higher debt load relative to assets than 75% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

42nd percentile

-0.7%

Faster asset growth than 42% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$3,565,236

Down $25,382 (-0.7%) from 2011

Net Assets

Up

$1,932,292

Up $246,456 (+15%) from 2011

Liabilities

Down

$1,632,944

Down $271,838 (-14%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$2,233,270

Down $231,996 (-9.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $3,590,618Liabilities 2011: $1,904,782Net Assets 2011: $1,685,8362011Assets 2012: $3,565,236Liabilities 2012: $1,632,944Net Assets 2012: $1,932,2922012Assets 2013: $3,824,721Liabilities 2013: $1,729,165Net Assets 2013: $2,095,5562013Assets 2014: $4,108,367Liabilities 2014: $1,740,279Net Assets 2014: $2,368,0882014Assets 2015: $4,105,306Liabilities 2015: $1,769,861Net Assets 2015: $2,335,4452015Assets 2016: $3,941,434Liabilities 2016: $1,764,842Net Assets 2016: $2,176,5922016Assets 2017: $4,784,337Liabilities 2017: $1,468,315Net Assets 2017: $3,316,0222017Assets 2018: $4,762,220Liabilities 2018: $1,567,229Net Assets 2018: $3,194,9912018Assets 2019: $4,542,069Liabilities 2019: $1,551,070Net Assets 2019: $2,990,9992019Assets 2020: $5,141,982Liabilities 2020: $1,395,481Net Assets 2020: $3,746,5012020Assets 2021: $5,732,714Liabilities 2021: $1,359,496Net Assets 2021: $4,373,2182021Assets 2022: $4,999,831Liabilities 2022: $1,187,592Net Assets 2022: $3,812,2392022Assets 2023: $5,419,415Liabilities 2023: $1,580,037Net Assets 2023: $3,839,3782023Assets 2024: $5,602,065Liabilities 2024: $1,494,301Net Assets 2024: $4,107,7642024

Highlighted filing

2012

Assets$3,565,236
Liabilities$1,632,944
Net Assets$1,932,292

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,465,2662011Expenses 2012: $2,233,2702012Revenue 2013: $2,741,854Expenses 2013: $2,542,675Net Income 2013: $199,1792013Revenue 2014: $3,185,899Expenses 2014: $2,968,955Net Income 2014: $216,9442014Revenue 2015: $3,105,720Expenses 2015: $2,925,647Net Income 2015: $180,0732015Revenue 2016: $2,873,305Expenses 2016: $2,925,893Net Income 2016: -$52,5882016Revenue 2017: $3,982,040Expenses 2017: $2,754,541Net Income 2017: $1,227,4992017Revenue 2018: $2,933,024Expenses 2018: $2,846,955Net Income 2018: $86,0692018Revenue 2019: $2,468,632Expenses 2019: $2,741,455Net Income 2019: -$272,8232019Revenue 2020: $4,759,625Expenses 2020: $4,118,602Net Income 2020: $641,0232020Revenue 2021: $2,714,855Expenses 2021: $2,615,531Net Income 2021: $99,3242021Revenue 2022: $2,166,848Expenses 2022: $2,192,781Net Income 2022: -$25,9332022Revenue 2023: $2,179,320Expenses 2023: $2,315,950Net Income 2023: -$136,6302023Revenue 2024: $2,347,008Expenses 2024: $2,289,047Net Income 2024: $57,9612024

Highlighted filing

2012

Revenue-
Expenses$2,233,270
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Oct 22, 2012
Return Version
2011v1.2
Gross Receipts
$3,238,625
Mission and Program Overview

Mission

Improving the quality of life in berkshire county by mobilizing resources to address community priorities and create substainable change.

Major Activities

Activity 2
Goal 2: ensure young adults successfully transition to work, higher education or training by: - addressing youth substance use through the pittsfield prevention partnership and using an "environmental management" approach that goes beyond general awareness to working to change those things in the community that are related to substance use and risky behaviors; educating the community about laws and policies related to underage drinking and drug abuse; and assisting the community in recognizing and supporting protective behaviors. - addressing teen pregnancy through a community-wide initiative - "face the facts-reduce teen pregnancy" focused on four strategies: increased access to youth-friendly reproductive health services; youth engagement; comprehensive sexuality education across grade levels; and parent/adult education to share values and expectations. - providing mentoring, civic engagement and college and work-ready skill- building opportunities that promote positive behaviors across berkshire county's young adult population. Results to date - conducted host of activities in support of pittsfield prevention partnership strategies: sticker shock, shoulder tap surveys, alcohol purchase surveys, training for alcohol servers, say it proud awards, 411 in the 413 youth conference, active parenting workshops, prom night police saturation patrols, rx drug round-ups. - moved to execute teen pregnancy reduction strategies by: partnering with the ma alliance for teen pregnancy; conducting focus groups with berkshire county teens and adults; awarding funding to a local teen outreach program provider; and began initial work on branded public awareness campaign - number of youth engaged in mentoring relationships: goal: 195; achieved: 234; 120% -- and of those 75% felt supported by their mentor. - number of youth civically engaged and demonstrating leadership: goal: 549; achieved 935: 170% -- and 77% feel more connected to their community as a result. - number of youth receiving academic support for college readiness: goal: 1,521; achieved: 1,354; 89%.
Activity 3
Third exempt purpose accomplishment goal 3: improve financial stability and independence among individuals experiencing housing, employment and financial insecurity by: - assisting them in attaining or retaining permanent, affordable housing. - providing opportunities to obtain basic skills or job skills leading to employment - providing support and financial literacy skills to help achieve economic milestones. Results to date - number of families who obtained or retained safe or affordable housing: goal 1,182; achieved 975; 82%. - number of individuals who gained or retained employment: goal 336; achieved 493; 146%. - number of individuals who completed financial education: goal 354; achieved 379; 107%. - organized a group of local business and community leaders and met with the massachusetts regional office of the internal revenue service to develop plans for reinvigorating the local volunteer income tax assistance (vita) program. - brought together the western massachusetts network to end homelessness and the regional planning commissions for the western region of the state to create a directory of services for low income residents. - invested 5,318 to support mass 2-1-1, the easy-to-remember toll-free number available to call 24/7 for free statewide access to health and human services information and referrals.
Filing and Contact Details

Filer

EIN
04-2104841
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IRS990/Activity2/Description0GOAL 2: ENSURE YOUNG ADULTS SUCCESSFULLY TRANSITION TO WORK, HIGHER EDUCATION OR TRAINING BY: - ADDRESSING YOUTH SUBSTANCE USE THROUGH THE PITTSFIELD PREVENTION PARTNERSHIP AND USING AN "ENVIRONMENTAL MANAGEMENT" APPROACH THAT GOES BEYOND GENERAL AWARENESS TO WORKING TO CHANGE THOSE THINGS IN THE COMMUNITY THAT ARE RELATED TO SUBSTANCE USE AND RISKY BEHAVIORS; EDUCATING THE COMMUNITY ABOUT LAWS AND POLICIES RELATED TO UNDERAGE DRINKING AND DRUG ABUSE; AND ASSISTING THE COMMUNITY IN RECOGNIZING AND SUPPORTING PROTECTIVE BEHAVIORS. - ADDRESSING TEEN PREGNANCY THROUGH A COMMUNITY-WIDE INITIATIVE - "FACE THE FACTS-REDUCE TEEN PREGNANCY" FOCUSED ON FOUR STRATEGIES: INCREASED ACCESS TO YOUTH-FRIENDLY REPRODUCTIVE HEALTH SERVICES; YOUTH ENGAGEMENT; COMPREHENSIVE SEXUALITY EDUCATION ACROSS GRADE LEVELS; AND PARENT/ADULT EDUCATION TO SHARE VALUES AND EXPECTATIONS. - PROVIDING MENTORING, CIVIC ENGAGEMENT AND COLLEGE AND WORK-READY SKILL- BUILDING OPPORTUNITIES THAT PROMOTE POSITIVE BEHAVIORS ACROSS BERKSHIRE COUNTY'S YOUNG ADULT POPULATION. RESULTS TO DATE - CONDUCTED HOST OF ACTIVITIES IN SUPPORT OF PITTSFIELD PREVENTION PARTNERSHIP STRATEGIES: STICKER SHOCK, SHOULDER TAP SURVEYS, ALCOHOL PURCHASE SURVEYS, TRAINING FOR ALCOHOL SERVERS, SAY IT PROUD AWARDS, 411 IN THE 413 YOUTH CONFERENCE, ACTIVE PARENTING WORKSHOPS, PROM NIGHT POLICE SATURATION PATROLS, RX DRUG ROUND-UPS. - MOVED TO EXECUTE TEEN PREGNANCY REDUCTION STRATEGIES BY: PARTNERING WITH THE MA ALLIANCE FOR TEEN PREGNANCY; CONDUCTING FOCUS GROUPS WITH BERKSHIRE COUNTY TEENS AND ADULTS; AWARDING FUNDING TO A LOCAL TEEN OUTREACH PROGRAM PROVIDER; AND BEGAN INITIAL WORK ON BRANDED PUBLIC AWARENESS CAMPAIGN - NUMBER OF YOUTH ENGAGED IN MENTORING RELATIONSHIPS: GOAL: 195; ACHIEVED: 234; 120% -- AND OF THOSE 75% FELT SUPPORTED BY THEIR MENTOR. - NUMBER OF YOUTH CIVICALLY ENGAGED AND DEMONSTRATING LEADERSHIP: GOAL: 549; ACHIEVED 935: 170% -- AND 77% FEEL MORE CONNECTED TO THEIR COMMUNITY AS A RESULT. - NUMBER OF YOUTH RECEIVING ACADEMIC SUPPORT FOR COLLEGE READINESS: GOAL: 1,521; ACHIEVED: 1,354; 89%.
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IRS990/Activity3/Description0THIRD EXEMPT PURPOSE ACCOMPLISHMENT GOAL 3: IMPROVE FINANCIAL STABILITY AND INDEPENDENCE AMONG INDIVIDUALS EXPERIENCING HOUSING, EMPLOYMENT AND FINANCIAL INSECURITY BY: - ASSISTING THEM IN ATTAINING OR RETAINING PERMANENT, AFFORDABLE HOUSING. - PROVIDING OPPORTUNITIES TO OBTAIN BASIC SKILLS OR JOB SKILLS LEADING TO EMPLOYMENT - PROVIDING SUPPORT AND FINANCIAL LITERACY SKILLS TO HELP ACHIEVE ECONOMIC MILESTONES. RESULTS TO DATE - NUMBER OF FAMILIES WHO OBTAINED OR RETAINED SAFE OR AFFORDABLE HOUSING: GOAL 1,182; ACHIEVED 975; 82%. - NUMBER OF INDIVIDUALS WHO GAINED OR RETAINED EMPLOYMENT: GOAL 336; ACHIEVED 493; 146%. - NUMBER OF INDIVIDUALS WHO COMPLETED FINANCIAL EDUCATION: GOAL 354; ACHIEVED 379; 107%. - ORGANIZED A GROUP OF LOCAL BUSINESS AND COMMUNITY LEADERS AND MET WITH THE MASSACHUSETTS REGIONAL OFFICE OF THE INTERNAL REVENUE SERVICE TO DEVELOP PLANS FOR REINVIGORATING THE LOCAL VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM. - BROUGHT TOGETHER THE WESTERN MASSACHUSETTS NETWORK TO END HOMELESSNESS AND THE REGIONAL PLANNING COMMISSIONS FOR THE WESTERN REGION OF THE STATE TO CREATE A DIRECTORY OF SERVICES FOR LOW INCOME RESIDENTS. - INVESTED 5,318 TO SUPPORT MASS 2-1-1, THE EASY-TO-REMEMBER TOLL-FREE NUMBER AVAILABLE TO CALL 24/7 FOR FREE STATEWIDE ACCESS TO HEALTH AND HUMAN SERVICES INFORMATION AND REFERRALS.
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IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6DIRECTOR
IRS990/Form990PartVIISectionA/Title7CLERK
IRS990/Form990PartVIISectionA/Title8DIRECTOR
IRS990/Form990PartVIISectionA/Title9DIRECTOR
IRS990/Form990PartVIISectionA/Title10DIRECTOR
IRS990/Form990PartVIISectionA/Title11DIRECTOR
IRS990/Form990PartVIISectionA/Title12DIRECTOR
IRS990/Form990PartVIISectionA/Title13DIRECTOR
IRS990/Form990PartVIISectionA/Title14DIRECTOR
IRS990/Form990PartVIISectionA/Title15DIRECTOR
IRS990/Form990PartVIISectionA/Title16DIRECTOR
IRS990/Form990PartVIISectionA/Title17DIRECTOR
IRS990/Form990PartVIISectionA/Title18DIRECTOR
IRS990/Form990PartVIISectionA/Title19DIRECTOR
IRS990/Form990PartVIISectionA/Title20DIRECTOR
IRS990/Form990PartVIISectionA/Title21DIRECTOR
IRS990/Form990PartVIISectionA/Title22PRESIDENT &
IRS990/Form990PartVIISectionA/Title23DIRECTOR
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IRS990/Form990-TFiled0true
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/FundraisingDirectExpenses03518
IRS990/GainOrLoss/Securities0-29769
IRS990/Gaming0false
IRS990/GovernmentGrants0130482
IRS990/Grants0356587
IRS990/GrantsAndSimilarAmntsCY01312388
IRS990/GrantsAndSimilarAmntsPriorYear01708177
IRS990/GrantsToDomesticOrgs/ProgramServices01312388
IRS990/GrantsToDomesticOrgs/Total01312388
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0641411
IRS990/GrossIncomeFundraisingEvents011341
IRS990/GrossReceipts03238625
IRS990/GrossRents/Real085530
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InformationTechnology/Fundraising07775
IRS990/InformationTechnology/ManagementAndGeneral03189
IRS990/InformationTechnology/ProgramServices016526
IRS990/InformationTechnology/Total027490
IRS990/Insurance/ManagementAndGeneral01988
IRS990/Insurance/Total01988
IRS990/Interest/ManagementAndGeneral01598
IRS990/Interest/Total01598
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IRS990/InvestmentIncome/ExclusionAmount051744
IRS990/InvestmentIncomePriorYear0101817
IRS990/InvestmentIncome/TotalRevenueColumn051744
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY02131015
IRS990/InvestmentsPubTradedSecurities/EOY02116368
IRS990/LandBldgEquipmentAccumDeprec0496838
IRS990/LandBuildingsEquipmentBasis0788061
IRS990/LandBuildingsEquipmentBasisNet/BOY0318630
IRS990/LandBuildingsEquipmentBasisNet/EOY0291223
IRS990/LessCostOthBasisSalesExpenses/Securities0671180
IRS990/LessRentalExpenses/Real060597
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
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IRS990/MinutesOfGoverningBody0true
IRS990/MiscellaneousRevenue/TotalRevenueColumn0-5109
IRS990/MiscellaneousRevenue/UnrelatedBusinessRevenue0-5109
IRS990/MissionDescription0IMPROVING THE QUALITY OF LIFE IN BERKSHIRE COUNTY BY MOBILIZING RESOURCES TO ADDRESS COMMUNITY PRIORITIES AND CREATE SUSTAINABLE CHANGE.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/MortNotesPyblSecuredInvestProp/BOY0120034
IRS990/MortNotesPyblSecuredInvestProp/EOY0105325
IRS990/NameOfPrincipalOfficerPerson0KRISTINE HAZZARD
IRS990/NbrIndependentVotingMembers020
IRS990/NbrVotingGoverningBodyMembers020
IRS990/NbrVotingMembersGoverningBody020
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IRS990/NetIncomeFromFundraisingEvents/ExclusionAmount07823
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn07823
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn024933
IRS990/NetRentalIncomeOrLoss/UnrelatedBusinessRevenue024933
IRS990/NetUnrelatedBusinessTxblIncome04206
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109603
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IRS990/NumberIndividualsGT100K01
IRS990/NumberOfEmployees013
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IRS990/OtherEmployeeBenefits/ManagementAndGeneral04491
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IRS990/OtherExpensesCurrentYear0328531
IRS990/OtherExpenses/Description0SUBSTANCE PREVENTION PART
IRS990/OtherExpenses/Description1SPECIAL COMMUNITY PROJECT
IRS990/OtherExpenses/Description2COMMUNITY IMPACT INVESTME
IRS990/OtherExpenses/Description3SUPPLIES
IRS990/OtherExpenses/Fundraising011298
IRS990/OtherExpenses/ManagementAndGeneral0587
IRS990/OtherExpenses/ProgramServices066017
IRS990/OtherExpenses/ProgramServices134874
IRS990/OtherExpenses/ProgramServices220551
IRS990/OtherExpenses/ProgramServices32239
IRS990/OtherExpenses/Total066017
IRS990/OtherExpenses/Total134874
IRS990/OtherExpenses/Total220551
IRS990/OtherExpenses/Total314124
IRS990/OtherLiabilities/BOY01747450
IRS990/OtherLiabilities/EOY01459190
IRS990/OtherRevenueCurrentYear0150486
IRS990/OtherRevenueMisc/Description0DESIGNATION REVENUES
IRS990/OtherRevenueMisc/Description1ADMIN & FUND RAISING FEES CHA
IRS990/OtherRevenueMisc/Description2MISCELLANEOUS INCOME
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome097743
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome123307
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome21789
IRS990/OtherRevenueMisc/TotalRevenueColumn097743
IRS990/OtherRevenueMisc/TotalRevenueColumn123307
IRS990/OtherRevenueMisc/TotalRevenueColumn21789
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IRS990/OtherSalariesAndWages/Fundraising0165610
IRS990/OtherSalariesAndWages/ManagementAndGeneral063351
IRS990/OtherSalariesAndWages/ProgramServices0253048
IRS990/OtherSalariesAndWages/Total0482009
IRS990/OwnWebsite0X
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IRS990/PaymentsToAffiliates/Fundraising08401
IRS990/PaymentsToAffiliates/ManagementAndGeneral08401
IRS990/PaymentsToAffiliates/ProgramServices08401
IRS990/PaymentsToAffiliates/Total025203
IRS990/PayrollTaxes/Fundraising014964
IRS990/PayrollTaxes/ManagementAndGeneral05853
IRS990/PayrollTaxes/ProgramServices022573
IRS990/PayrollTaxes/Total043390
IRS990/PensionPlanContributions/Fundraising09112
IRS990/PensionPlanContributions/ManagementAndGeneral02116
IRS990/PensionPlanContributions/ProgramServices013722
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IRS990/PermanentlyRestrictedNetAssets/BOY0333950
IRS990/PermanentlyRestrictedNetAssets/EOY0325240
IRS990/PledgesAndGrantsReceivable/BOY0972126
IRS990/PledgesAndGrantsReceivable/EOY0902579
IRS990/PoliticalActivities0false
IRS990/PrepaidExpensesDeferredCharges/BOY014930
IRS990/PrepaidExpensesDeferredCharges/EOY017003

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$1.49$4.11$2.35$2.29$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.42$1.58$3.84$2.18$2.32$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$1.19$3.81$2.17$2.19$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$1.36$4.37$2.71$2.62$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$1.40$3.75$4.76$4.12$0.64
2019Detailed filing. Detailed filing data is available for this year.$4.54$1.55$2.99$2.47$2.74$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$1.57$3.19$2.93$2.85$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$1.47$3.32$3.98$2.75$1.23
2016Detailed filing. Detailed filing data is available for this year.$3.94$1.76$2.18$2.87$2.93$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.11$1.77$2.34$3.11$2.93$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.11$1.74$2.37$3.19$2.97$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$1.73$2.10$2.74$2.54$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$1.63$1.93$2.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$1.90$1.69$2.47