BERKSHIRE TACONIC COMMUNITY FOUNDATION INC

EIN: 061254469 501(c)(3) Philanthropy & Grantmaking

SHEFFIELD, MA

Total Revenue
$16,630,816
Total Expenses
$23,605,593
Total Assets
$230,666,604
Net Assets
$229,235,863
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
CT
Principal Officer
PETER TAYLOR
Phone
4132290370
Tax Period
2023-01-01 to 2023-12-31

BERKSHIRE TACONIC COMMUNITY FOUNDATION INC, founded in 1987, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $16.6M in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $23.6M exceeded revenue, resulting in a 42% operating deficit.

Mission

TO STRENGTHEN COMMUNITIES THROUGH PHILANTHROPY AND LEADERSHIP.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $13,326,526
Program Service Revenue $141,167
Investment Income $3,161,778
Other Revenue $1,345
TOTAL REVENUE $16,630,816

Expense Breakdown

Grants Paid $17,491,058
Salaries & Benefits $2,375,912
Fundraising Expenses $803,710
Program Expenses $21,241,331
Other Expenses $3,738,623
TOTAL EXPENSES $23,605,593

Year-over-Year Comparison

2023 2022 Change
Revenue $16,630,816 $31,998,976 -0.5%
Expenses $23,605,593 $26,129,388 -0.1%
Net Income $-6,974,777 $5,869,588 -2.2%
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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Governance

Voting Members
21
Independent Members
21
Employees
27
Volunteers
400

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
6
$430,834
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAMELA R GREEN CHAIR 3.00
Officer Director
$0 $0 $0
DAVID OFFENSEND VICE CHAIR 3.00
Officer Director
$0 $0 $0
JODI K RATHBUN-BRIGGS TREASURER 3.00
Officer Director
$0 $0 $0
ACKNEIL M MULDROW III SECRETARY 3.00
Officer Director
$0 $0 $0
ELLEN C BOYD DIRECTOR 2.00
Director
$0 $0 $0
SUZETTE BROOKS-MASTERS DIRECTOR, THRU 4/2023 2.00
Director
$0 $0 $0
DR PETER DILLON DIRECTOR 3.00
Director
$0 $0 $0
CARLEE DRUMMER DIRECTOR 2.00
Director
$0 $0 $0
PETER FRANK DIRECTOR 3.00
Director
$0 $0 $0
THADDEUS GRAY DIRECTOR 2.00
Director
$0 $0 $0
ELIZABETH M HEWITT DIRECTOR 2.00
Director
$0 $0 $0
ELIZABETH R HILPMAN DIRECTOR 3.00
Director
$0 $0 $0
BRYAN E HOUSE DIRECTOR, THRU 4/2023 2.00
Director
$0 $0 $0
NANCY HUMPHREYS DIRECTOR, THRU 11/2023 3.00
Director
$0 $0 $0
JANE IREDALE DIRECTOR 2.00
Director
$0 $0 $0
PATRICIA J JENNY DIRECTOR 2.00
Director
$0 $0 $0
ETHAN KLEPETAR DIRECTOR 2.00
Director
$0 $0 $0
TANU KUMAR DIRECTOR 2.00
Director
$0 $0 $0
KELLY A MORGAN DIRECTOR 2.00
Director
$0 $0 $0
GREGG OSOFSKY DIRECTOR 2.00
Director
$0 $0 $0
DANIEL S STERNBERG DIRECTOR 2.00
Director
$0 $0 $0
GWENDOLYN VANSANT DIRECTOR 2.00
Director
$0 $0 $0
ELEANORE VELEZ DIRECTOR 2.00
Director
$0 $0 $0
DR RICHARD WEININGER DIRECTOR 2.00
Director
$0 $0 $0
PETER TAYLOR PRESIDENT & CEO 50.00
Officer
$202,330 $33,922 $236,252
JOSEPH BAKER VP FINANCE & ADMINISTRATION 50.00
Officer
$154,964 $39,618 $194,582
KATHERINE MIKULICH CHIEF PHILANTHROPY OFFICER 37.50
Highest
$140,402 $41,252 $181,654
MAEVE O'DEA PROGRAM DIRECTOR 37.50
Highest
$128,400 $31,304 $159,704
TIMOTHY WILMOT DIRECTOR OF STRATEGY, EVALUATION & LEARNING 37.50
Highest
$129,831 $17,920 $147,751
BRENDA TRIERWEILER CONTROLLER 37.50
Highest
$104,891 $26,783 $131,674
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
2024 No data No data No data No data
2023 $16,630,816 $23,605,593 $230,666,604 $-6,974,777
2022 $31,998,976 $26,129,388 $211,484,549 $5,869,588
2021 $26,961,716 $17,797,088 $235,546,714 $9,164,628
2020 $26,442,651 $16,667,893 $198,820,984 $9,774,758
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