Civic Intelligence

Berkshire United Way Inc.

990 • Fiscal year 2013 • EIN 04-2104841

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 25, 2013

200 South StreetPittsfield, MA 01201-6807
Siviq Scores

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

Liabilities / Assets

75th percentile

0.45x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

79th percentile

0.63x

Higher debt load relative to revenue than 79% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

62nd percentile

7.3%

Higher net margin than 62% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

65th percentile

7.3%

Faster asset growth than 65% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$3,824,721

Up $259,485 (+7.3%) from 2012

Net Assets

Up

$2,095,556

Up $163,264 (+8.4%) from 2012

Liabilities

Up

$1,729,165

Up $96,221 (+5.9%) from 2012

Revenue

$2,741,854

No earlier filing loaded for comparison.

Expenses

Up

$2,542,675

Up $309,405 (+14%) from 2012

Net Income

$199,179

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

2013

Assets$3,824,721
Liabilities$1,729,165
Net Assets$2,095,556

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

2013

Revenue$2,741,854
Expenses$2,542,675
Net Income$199,179
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 25, 2013
Return Version
2012v2.3
Gross Receipts
$3,364,894
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 the berkshire youth development project 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 reducing births to teens between the ages of 15 and 19 years old by 10% by 2016 using strategies aimed at increased access to youth-friendly reproductive health services; comprehensive sexuality education accross grade levels in and out of school; parent/adult education to share vaules and expectations; building awareness of the teen pregnancy issue in berkshire county; building aspirations among our youth. - providing mentoring, civic engagement, assessment and referral to treatment programs, family engagement, and college and work-ready skill- building opportunities that promote positive behaviors across berkshire county's young adult population. -conducted pittsfield prevention strategies: sticker shock, shoulder taps surveys, alcohol purchase surveys, training for alcohol services, say it proud award, social norms marketing campaigns in middle and high schools, 411 in the 413 youth conference, active parenting workshops, prom night police saturation patrols, rx drug round-ups. -conducted face the facts- reduce teen pregancy strategies: expanded teen outreach program clubs in pittsfield; implemented billboard, movie ad, and poster campaigns aimed raising awareness, encouraging parents to talk to teens about sex, and deglamourizing teen preganancy for young people; presented at school committe and advocated for review of sex education programs in middle and high schools; held countywide conference for health providers, counselors, and youth workers focused on the issue of teen pregancy prevention; conducted parent workshops aimed at providing tools to parents to talk to their children about sex. -number of youth engaged in mentoring relationships: goal:196; achieved 181; 92%- and of those 76% felt supported by their mentor. Number of youth civically engaged and demonstrating leadership: goal:587; achieved 654: 111% - and 89% of those participating in 20 hours or more of community service, youth leadership/youth venture, and/or social entrepreneurship, feel more connected to their community as a result.
Activity 3
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 165; achieved 217; 132% -number of individuals who gained or retained employment: goal 315; achieved 491; 156% -number of individuals who completed financial education: goal 200; achieved 204; 102% -provided support for reinvigorating the local volunteer income tax assistance (vita) program which allowed the opening of an additional site in pittsfield. Federal funds returned to berkshire county residents as a result of this program totaled 832,480, of which 318,637 were from the earned income tax credit (eitc), an increase of almost 100% from 2011. The new vita site prepared 195 federal tax returns, bringing back over 225k into berkshire county (roughly 90,000 of which is from the eitc). -invested 9,335 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
Raw XML AppendixShowing 400 of 1,134 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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 THE BERKSHIRE YOUTH DEVELOPMENT PROJECT 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 REDUCING BIRTHS TO TEENS BETWEEN THE AGES OF 15 AND 19 YEARS OLD BY 10% BY 2016 USING STRATEGIES AIMED AT INCREASED ACCESS TO YOUTH-FRIENDLY REPRODUCTIVE HEALTH SERVICES; COMPREHENSIVE SEXUALITY EDUCATION ACCROSS GRADE LEVELS IN AND OUT OF SCHOOL; PARENT/ADULT EDUCATION TO SHARE VAULES AND EXPECTATIONS; BUILDING AWARENESS OF THE TEEN PREGNANCY ISSUE IN BERKSHIRE COUNTY; BUILDING ASPIRATIONS AMONG OUR YOUTH. - PROVIDING MENTORING, CIVIC ENGAGEMENT, ASSESSMENT AND REFERRAL TO TREATMENT PROGRAMS, FAMILY ENGAGEMENT, AND COLLEGE AND WORK-READY SKILL- BUILDING OPPORTUNITIES THAT PROMOTE POSITIVE BEHAVIORS ACROSS BERKSHIRE COUNTY'S YOUNG ADULT POPULATION. -CONDUCTED PITTSFIELD PREVENTION STRATEGIES: STICKER SHOCK, SHOULDER TAPS SURVEYS, ALCOHOL PURCHASE SURVEYS, TRAINING FOR ALCOHOL SERVICES, SAY IT PROUD AWARD, SOCIAL NORMS MARKETING CAMPAIGNS IN MIDDLE AND HIGH SCHOOLS, 411 IN THE 413 YOUTH CONFERENCE, ACTIVE PARENTING WORKSHOPS, PROM NIGHT POLICE SATURATION PATROLS, RX DRUG ROUND-UPS. -CONDUCTED FACE THE FACTS- REDUCE TEEN PREGANCY STRATEGIES: EXPANDED TEEN OUTREACH PROGRAM CLUBS IN PITTSFIELD; IMPLEMENTED BILLBOARD, MOVIE AD, AND POSTER CAMPAIGNS AIMED RAISING AWARENESS, ENCOURAGING PARENTS TO TALK TO TEENS ABOUT SEX, AND DEGLAMOURIZING TEEN PREGANANCY FOR YOUNG PEOPLE; PRESENTED AT SCHOOL COMMITTE AND ADVOCATED FOR REVIEW OF SEX EDUCATION PROGRAMS IN MIDDLE AND HIGH SCHOOLS; HELD COUNTYWIDE CONFERENCE FOR HEALTH PROVIDERS, COUNSELORS, AND YOUTH WORKERS FOCUSED ON THE ISSUE OF TEEN PREGANCY PREVENTION; CONDUCTED PARENT WORKSHOPS AIMED AT PROVIDING TOOLS TO PARENTS TO TALK TO THEIR CHILDREN ABOUT SEX. -NUMBER OF YOUTH ENGAGED IN MENTORING RELATIONSHIPS: GOAL:196; ACHIEVED 181; 92%- AND OF THOSE 76% FELT SUPPORTED BY THEIR MENTOR. NUMBER OF YOUTH CIVICALLY ENGAGED AND DEMONSTRATING LEADERSHIP: GOAL:587; ACHIEVED 654: 111% - AND 89% OF THOSE PARTICIPATING IN 20 HOURS OR MORE OF COMMUNITY SERVICE, YOUTH LEADERSHIP/YOUTH VENTURE, AND/OR SOCIAL ENTREPRENEURSHIP, FEEL MORE CONNECTED TO THEIR COMMUNITY AS A RESULT.
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IRS990/Activity3/Description0GOAL 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 165; ACHIEVED 217; 132% -NUMBER OF INDIVIDUALS WHO GAINED OR RETAINED EMPLOYMENT: GOAL 315; ACHIEVED 491; 156% -NUMBER OF INDIVIDUALS WHO COMPLETED FINANCIAL EDUCATION: GOAL 200; ACHIEVED 204; 102% -PROVIDED SUPPORT FOR REINVIGORATING THE LOCAL VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM WHICH ALLOWED THE OPENING OF AN ADDITIONAL SITE IN PITTSFIELD. FEDERAL FUNDS RETURNED TO BERKSHIRE COUNTY RESIDENTS AS A RESULT OF THIS PROGRAM TOTALED 832,480, OF WHICH 318,637 WERE FROM THE EARNED INCOME TAX CREDIT (EITC), AN INCREASE OF ALMOST 100% FROM 2011. THE NEW VITA SITE PREPARED 195 FEDERAL TAX RETURNS, BRINGING BACK OVER 225K INTO BERKSHIRE COUNTY (ROUGHLY 90,000 OF WHICH IS FROM THE EITC). -INVESTED 9,335 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/ActivityOrMissionDescription0IMPROVING THE QUALITY OF LIFE IN BERKSHIRE COUNTY BY MOBILIZING RESOURCES TO ADDRESS COMMUNITY PRIORITIES AND CREATE SUSTAINABLE CHANGE.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits