NORTHERN BERKSHIRE UNITED WAY INC (EIN 042104785) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1935

Legal Domicile

Principal Officer

KELLY MCCARTHY

Phone

4136639062

Tax Period

2024-07-01 to 2025-06-30

NORTHERN BERKSHIRE UNITED WAY INC, founded in 1935, is a small nonprofit that reported $425K in total revenue in fiscal year 2024.

Mission

TO UNITE THE COMMUNITY IN SUPPORT OF A BROAD SPECTRUM OF INDIVIDUAL AGENCY PROGRAMS THAT PROVIDE HUMAN SERVICES VITAL TO THE PEOPLE OF THE REGION AND TO SERVE AS A CENTRAL FUND RAISING BODY FOR SUCH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $379,209

Program Service Revenue $0

Investment Income $22,236

Other Revenue $23,678

TOTAL REVENUE $425,123

Expense Breakdown

Grants Paid $284,111

Salaries & Benefits $90,473

Fundraising Expenses $42,576

Program Expenses $333,184

Other Expenses $57,542

TOTAL EXPENSES $432,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$425,123	$397,122	+0.1%
Expenses	$432,126	$404,155	+0.1%
Net Income	$-7,003	$-7,033	0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$61,179

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTI MESSINA	EXECUTIVE DI	40.00	Officer	$61,179	$0	$61,179
LAURA BARAN	DIRECTOR	1.00	Director	$0	$0	$0
TYLER BISSAILLON	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JAKE DABROWSKI	VP CAMPAIGN	1.00	Officer Director	$0	$0	$0
RANDY KINNAS	VP BOARD DEV	1.00	Officer Director	$0	$0	$0
MARISSA MAIN	CLERK	1.00	Officer Director	$0	$0	$0
KELLY MCCARTHY	PRESIDENT	1.00	Officer Director	$0	$0	$0
PETER MIRANTE	DIRECTOR	1.00	Director	$0	$0	$0
IRIS MORESI	DIRECTOR	1.00	Director	$0	$0	$0
CELIA NORCROSS	DIRECTOR	1.00	Director	$0	$0	$0
ERIK RAY	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS RUMBOLT	ESQUIRE	1.00	Officer Director	$0	$0	$0
DANIEL SADTLER	DIRECTOR	1.00	Director	$0	$0	$0
TRACY SHEERIN	VP FINANCE	1.00	Officer Director	$0	$0	$0
LEAH THOMPSON	VP COMMUNITY	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$425,123	$432,126	$659,868	$-7,003
2024	$397,122	$404,155	$642,808	$-7,033
2023	$525,857	$439,275	$612,554	$86,582
2022	$430,968	$469,219	$520,943	$-38,251
2021	$456,079	$445,740	$587,596	$10,339
2020	$426,691	$450,961	$574,856	$-24,270
2019	$430,828	$442,915	$583,845	$-12,087
2018	$433,367	$442,367	$597,204	$-9,000

NORTHERN BERKSHIRE UNITED WAY INC