Nonprofit · EIN 04-2104841
BERKSHIRE UNITED WAY INC
Tax-exempt · PITTSFIELD, MA 01201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,402,859 | $2,392,354 | $10,505 | $5,555,142 | $1,517,725 | $4,037,417 |
| June 30, 2024 | 990 | $2,347,008 | $2,289,047 | $57,961 | $5,602,065 | $1,494,301 | $4,107,764 |
| June 30, 2023 | 990 | $2,179,320 | $2,315,950 | -$136,630 | $5,419,415 | $1,580,037 | $3,839,378 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,030,193
- Program service revenue
- $0
- Investment income
- $390,639
- Net gain from sales of assets
- $262,988
- Net income from fundraising events
- -$20,693
- Other revenue
- -$17,973
Expenses
- Grants and similar amounts paid
- $1,068,146
- Compensation of officers, directors and key employees
- $295,539
- Other salaries and wages
- $484,768
- Salaries, compensation and benefits (total)
- $883,692
- Professional fundraising fees
- $0
- Accounting fees
- $22,350
- Occupancy
- $64,894
- Depreciation
- $8,082
- Program services (functional)
- $1,694,483
- Management and general (functional)
- $210,594
- Fundraising (functional)
- $487,277
Balance sheet and other
- Total assets, start of year
- $5,602,065
- Total assets, end of year
- $5,555,142
- Total liabilities, end of year
- $1,517,725
- Net assets, end of year
- $4,037,417
- Land, buildings and equipment
- $12,474
- Publicly traded securities
- $4,400,495
- Net assets without donor restrictions
- $2,628,896
- Net assets with donor restrictions
- $1,408,521
- Gross receipts
- $4,833,466
- Employees
- 13
- Volunteers
- 346
- Year formed
- 1952
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS BERNARD THRU 62825 | PRESIDENT/CEO Officer | 40 | $130,596 | $19,913 |
| GRETCHEN FAIRFIELD | FINANCE & ADMIN MANAGER Officer | 40 | $48,617 | $18,854 |
| JOHN TWADDLE BEG 12924 | FINANCE & ADMIN DIRECTOR Officer | 40 | $3,086 | $0 |
| LAURIE GALLAGHER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TERI BILLINGTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAIME CAMPBELL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MATTHEW KIRCHNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA GUIDO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID REINHART | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RACHEL MELENDEZ-MABEE | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| KRYSTLE BLAKE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MELISSA ORAZIO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HENRY BOTZUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM DEMARCO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DALTREY TURNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID HARRINGTON | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN HORAN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL OBASOHAN | DIRECTOR BEG 8/23/24 Trustee or director | 1 | $0 |
| ARTHUR MILANO | DIRECTOR Trustee or director | 1 | $0 |
| BETH MITCHELL | DIRECTOR Trustee or director | 1 | $0 |
| TIMOTHY O'DONNELL | DIRECTOR Trustee or director | 1 | $0 |
| KRISTEN PREDROTTI | DIRECTOR Trustee or director | 1 | $0 |
| STEPHANIE STORIE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TOM BERNARD | PRESIDENT/CEO Officer | 40 | $128,485 | $20,011 |
| GRETCHEN FAIRFIELD | FINANCE & ADMIN MANAGER-ST Officer | 40 | $45,956 | $18,846 |
| LAURIE GALLAGHER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TERI BILLINGTON | DIRECTOR BEG 8/25/23 Trustee or director | 1 | $0 | $0 |
| JAIME CAMPBELL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL STODDARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICIA CALLAHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW KIRCHNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER MONTFERRET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA GUIDO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID REINHART | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RACHEL MELENDEZ-MABEE | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| KRYSTLE BLAKE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MELISSA ORAZIO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HENRY BOTZUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM DEMARCO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DALTREY TURNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID HARRINGTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN HORAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TOM BERNARD | PRESIDENT/CEO Officer | 40 | $115,816 | $9,651 |
| JENNIFER COSICA | CONTRACTED CFO THRU 12/2022 Officer | 40 | $47,731 | $0 |
| GRETCHEN FAIRFIELD | FINANCE & ADMIN MANAGER-START 1/1/23 Officer | 40 | $22,978 | $7,342 |
| LAURIE GALLAGHER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL STODDARD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JAIME CAMPBELL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JASON CUYLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WARREN DEWS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON OSTRANDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICIA CALLAHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW KIRCHNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER MONTFERRET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA GUIDO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID REINHART | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RACHEL MELENDEZ-MABEE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRYSTLE BLAKE | DIRECTOR/CLERK AS OF 8/26/22 Trustee or director, Officer | 1 | $0 | $0 |
| MELISSA LOIODICI-WALKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HENRY BOTZUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM DEMARCO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DALTREY TURNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID HARRINGTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN HORAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 SOUTH ST, PITTSFIELD, MA 01201-6807
- In care of
- % KATHERINE VON HAEFEN
- Principal officer (990 for 2024)
- KATHERINE VON HAEFEN, 200 SOUTH STREET, PITTSFIELD, MA 01201
- Signed the 990
- KATHERINE VON HAEFEN, PRESIDENT
- Phone
- (413) 442-6948
- Website
- WWW.BERKSHIREUNITEDWAY.ORG
- Return prepared by
- MEYERS BROTHERS KALICKA PC
Mission
BERKSHIRE UNITED WAY IGNITES THE COLLECTIVE POWER OF INDIVIDUALS AND ORGANIZATIONS TO BUILD A STRONGER AND MORE EQUITABLE COMMUNITY WHERE EVERYONE CAN THRIVE. WE MAGNIFY YOUR CONTRIBUTIONS TO MAKE LASTING, POSITIVE CHANGE RIGHT HERE IN THE BERKSHIRES. WE ARE COMMITTED TO SUPPORTING INDIVIDUALS AND STRENGTHENING FAMILIES WHERE WE LIVE, WORK, AND PLAY.
Program accomplishments
- BERKSHIRE UNITED WAY BRINGS TOGETHER FINANCIAL RESOURCES, COMMUNITY PARTNERS AND LEADERS, AND VOLUNTEERS TO ADVANCE LONG-TERM SOLUTIONS THAT IMPROVE LIVES THROUGHOUT BERKSHIRE COUNTY. THROUGH EMPLOYEE GIVING, CORPORATE GIFTS, SPONSORSHIPS, GRANTS, AND INDIVIDUAL DONATIONS, BUW STRATEGICALLY INVESTED IN 29 HIGH-QUALITY NONPROFIT ORGANIZATIONS THAT PROVIDE A STRONG EARLY EDUCATIONAL FOUNDATION, CREATE COLLEGE AND CAREER PATHWAYS FOR YOUTH, SUPPORT HOUSEHOLD STABILITY, AND EXPAND ACCESS TO MENTAL HEALTH SERVICES. BY PROVIDING FLEXIBLE, GENERAL OPERATING SUPPORT, BERKSHIRE UNITED WAY EMPOWERS ORGANIZATIONS TO SUSTAIN AND GROW THE ESSENTIAL PROGRAMS OUR COMMUNITY RELIES ON.BEYOND FUNDING, BERKSHIRE UNITED WAY LEADS COLLABORATIVE INITIATIVES AND CONVENINGS TO ADDRESS PRESSING COMMUNITY NEEDS. DURING THE FISCAL YEAR ENDING JUNE 30, 2025, BUW SERVED MORE THAN 20,000 CHILDREN, YOUTH, AND ADULTS -- APPROXIMATELY 16% OF BERKSHIRE COUNTY RESIDENTS THROUGH OUR PRIORITY WORK. UNITED IS THE WAY WE HELP ENSURE EVERY NEIGHBOR HAS THE OPPORTUNITY TO THRIVE.Expenses $1,694,483 · grants $1,068,146 · revenue $2,720
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2104841
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1958
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,555,142
- Income (IRS master file)
- $4,833,466
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,402,859 | $2,392,354 | $5,555,142 | IRS |
| 990 | June 2024 | $2,347,008 | $2,289,047 | $5,602,065 | IRS |
| 990 | June 2023 | $2,179,320 | $2,315,950 | $5,419,415 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2104841).
Questions about BERKSHIRE UNITED WAY INC
- What is the EIN of BERKSHIRE UNITED WAY INC?
- The employer identification number (EIN) of BERKSHIRE UNITED WAY INC is 04-2104841.
- Is BERKSHIRE UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to BERKSHIRE UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERKSHIRE UNITED WAY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BERKSHIRE UNITED WAY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERKSHIRE UNITED WAY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BERKSHIRE UNITED WAY INC?
- The 990 for the year ended June 30, 2025 names KATHERINE VON HAEFEN.
- Who are the officers and directors of BERKSHIRE UNITED WAY INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 3 received compensation from the organization, the highest $130,596 (THOMAS BERNARD THRU 62825, PRESIDENT/CEO).
- How much revenue does BERKSHIRE UNITED WAY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,402,859, expenses of $2,392,354 and total assets of $5,555,142 at year end.
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