BERKSHIRE FAMILY & INDIVIDUAL RESO… - Form 990 Financial Data

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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

1994

Legal Domicile

Principal Officer

ANDREW BRIGGS

Phone

4136649382

Tax Period

2023-07-01 to 2024-06-30

BERKSHIRE FAMILY & INDIVIDUAL RESOURCES INC, founded in 1994, is a mid-sized nonprofit in the Human Services sector that reported $17.7M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year.

Mission

THROUGH ORGANIZATIONAL RESOLVE, SKILLED AND DEDICATED STAFF, AND DYNAMIC LEADERSHIP, BFAIR PROVIDES QUALITY SERVICES, ADVOCACY, AND EDUCATION FOR PEOPLE WITH DISABILITIES WHICH AFFIRM THE RIGHTS OF FULL INCLUSION.

Program Service Accomplishments

Program 1

Expenses: $5,066,775 Revenue: $5,739,495

BERKSHIRE RESIDENTIAL - PROVIDES FLEXIBLE AND INDIVIDUALIZED LIVING ASSISTANCE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES AND ACQUIRED BRAIN INJURY, RANGING IN AGE FROM YOUNG ADULT TO ELDERLY.

Program 2

Expenses: $522,624 Revenue: $565,666

INDIVIDUAL AND FAMILY SUPPORTS - PROVIDES CASE MANAGEMENT, PLANNED AND EMERGENCY RESPITE FOR FAMILIES, OUTREACH, SOCIAL CLUBS, BI-LINGUAL SERVICES FOR SPANISH SPEAKING PERSONS, INTENSIVE FLEXIBLE...

INDIVIDUAL AND FAMILY SUPPORTS - PROVIDES CASE MANAGEMENT, PLANNED AND EMERGENCY RESPITE FOR FAMILIES, OUTREACH, SOCIAL CLUBS, BI-LINGUAL SERVICES FOR SPANISH SPEAKING PERSONS, INTENSIVE FLEXIBLE FAMILY SUPPORTS FOR ADOLESCENTS, EDUCATION AND SELF ADVOCACY SUPPORTS, AND FAMILY WORKSHOPS.

Program 3

Expenses: $1,173,428 Revenue: $1,453,109

BERKSHIRE DAY - PROVIDES INDIVIDUALIZED SERVICES FOR ADULTS AND STUDENTS WITH DEVELOPMENTAL DISABILITIES, AUTISM, AND BRAIN INJURIES. SERVICES INCLUDE CLINICAL, PHYSICAL, AND OCCUPATIONAL AND SPEECH...

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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 (2023)

Revenue Breakdown

Contributions & Grants $120,526

Program Service Revenue $16,963,388

Investment Income $579,181

Other Revenue $7,704

TOTAL REVENUE $17,670,799

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,288,350

Fundraising Expenses $17,844

Program Expenses $15,607,162

Other Expenses $4,173,466

TOTAL EXPENSES $17,461,816

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,670,799	$21,378,791	-0.2%
Expenses	$17,461,816	$16,841,504	+0.0%
Net Income	$208,983	$4,537,287	-1.0%

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

313

Volunteers

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

Total Directors

Key Employees

$464,803

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICH WEISENFLUE	CHIEF EXECUT	40.00	Key Emp	$264,989	$14,442	$279,431
ETHEL ALTIERY	CHIEF OPERAT	40.00	Key Emp	$173,288	$12,084	$185,372
LAILA BOUCHER	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA CHAPUT	DIRECTOR	2.00	Director	$0	$0	$0
JACOB DABROWSKI	DIRECTOR	2.00	Director	$0	$0	$0
DR GRAY ELLRODT	DIRECTOR	2.00	Director	$0	$0	$0
MARISSA KIRCHNER	DIRECTOR	2.00	Director	$0	$0	$0
JANA KUMAR	DIRECTOR	2.00	Director	$0	$0	$0
PATTI MESSINA	DIRECTOR	2.00	Director	$0	$0	$0
DANA MULLEN	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN NAREY	DIRECTOR	2.00	Director	$0	$0	$0
KAREN ROWE	DIRECTOR	2.00	Director	$0	$0	$0
KIM BAKER	VICE CHAIR	2.00	Officer	$0	$0	$0
ANDREW BRIGGS	TREASURER	2.00	Officer	$0	$0	$0
DANA JOHNSON	CLERK	2.00	Officer	$0	$0	$0
PETER MIRANTE	CHAIRPERSON	2.00	Officer	$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	No data	No data	No data	No data
2024	$17,670,799	$17,461,816	$21,347,472	$208,983
2023	$21,378,791	$16,841,504	$21,280,036	$4,537,287
2022	$17,002,550	$16,034,979	$16,258,549	$967,571
2021	$17,534,366	$14,775,687	$15,408,275	$2,758,679
2020	$14,788,011	$14,321,458	$15,361,896	$466,553
2019	$14,881,292	$14,326,592	$12,002,704	$554,700

BERKSHIRE FAMILY & INDIVIDUAL RESOURCES INC