BERKSHIRE UNITED WAY INC (EIN 042104841) - 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

1952

Legal Domicile

Principal Officer

THOMAS BERNARD

Phone

4134426948

Tax Period

2022-07-01 to 2023-06-30

BERKSHIRE UNITED WAY INC, founded in 1952, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2022.

Mission

TO IGNITE THE COLLECTIVE POWER OF INDIVIDUALS & ORGANIZATIONS TO BUILD A STRONGER COMMUNITY TOGETHER.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,021,261

Program Service Revenue $0

Investment Income $180,682

Other Revenue $-22,623

TOTAL REVENUE $2,179,320

Expense Breakdown

Grants Paid $1,038,544

Salaries & Benefits $791,203

Fundraising Expenses $465,962

Program Expenses $1,660,308

Other Expenses $486,203

TOTAL EXPENSES $2,315,950

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,179,320	$2,166,848	+0.0%
Expenses	$2,315,950	$2,192,781	+0.1%
Net Income	$-136,630	$-25,933	+4.3%

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

329

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

$203,518

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE GALLAGHER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL STODDARD	CHAIR	1.00	Officer Director	$0	$0	$0
JAIME CAMPBELL	TREASURER	1.00	Officer Director	$0	$0	$0
JASON CUYLER	DIRECTOR	1.00	Director	$0	$0	$0
WARREN DEWS	DIRECTOR	1.00	Director	$0	$0	$0
JASON OSTRANDER	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA CALLAHAN	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW KIRCHNER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER MONTFERRET	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA GUIDO	DIRECTOR	1.00	Director	$0	$0	$0
DAVID REINHART	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL MELENDEZ-MABEE	DIRECTOR	1.00	Director	$0	$0	$0
KRYSTLE BLAKE	DIRECTOR/CLERK AS OF 8/26/22	1.00	Officer Director	$0	$0	$0
MELISSA LOIODICI-WALKER	DIRECTOR	1.00	Director	$0	$0	$0
HENRY BOTZUM	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM DEMARCO	DIRECTOR	1.00	Director	$0	$0	$0
DALTREY TURNER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HARRINGTON	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HORAN	DIRECTOR	1.00	Director	$0	$0	$0
GRETCHEN FAIRFIELD	FINANCE & ADMIN MANAGER-START 1/1/23	40.00	Officer	$22,978	$7,342	$30,320
TOM BERNARD	PRESIDENT/CEO	40.00	Officer	$115,816	$9,651	$125,467
JENNIFER COSICA	CONTRACTED CFO THRU 12/2022	40.00	Officer	$47,731	$0	$47,731

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,179,320	$2,315,950	$5,419,415	$-136,630
2022	$2,166,848	$2,192,781	$4,999,831	$-25,933
2021	$2,714,855	$2,615,531	$5,732,714	$99,324
2020	$4,759,625	$4,118,602	$5,141,982	$641,023
2019	$2,468,632	$2,741,455	$4,542,069	$-272,823

BERKSHIRE UNITED WAY INC