1BERKSHIRE STRATEGIC ALLIANCE INC (EIN 273148082) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Phone

4134991600

Tax Period

2023-07-01 to 2024-06-30

1BERKSHIRE STRATEGIC ALLIANCE INC, founded in 2010, is a community nonprofit in the Community Improvement sector that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year.

Mission

TO STRENGTHEN AND GROW THE BERKSHIRE ECONOMY USING INNOVATIVE COLLABORATIVE APPROACH AMONG THE REGION'S BUSINESS, TOURISM, ECONOMIC, AND CREATIVE DEVELOPMENT EFFORTS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $901,440

Program Service Revenue $794,430

Investment Income $9,318

Other Revenue $122,513

TOTAL REVENUE $1,827,701

Expense Breakdown

Grants Paid $0

Salaries & Benefits $913,282

Fundraising Expenses $0

Program Expenses $1,506,125

Other Expenses $914,878

TOTAL EXPENSES $1,828,160

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,827,701	$2,210,893	-0.2%
Expenses	$1,828,160	$2,221,650	-0.2%
Net Income	$-459	$-10,757	-1.0%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

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

$150,475

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN BUTLER	President & CEO	40.00	Officer	$150,475	$0	$150,475
SCOTT ST GEORGE	Director	0.00	Director	$0	$0	$0
JONATHAN DENMARK	Director	0.00	Director	$0	$0	$0
PETER STASIOWKSI	Treasurer	0.24	Officer Director	$0	$0	$0
C JEFFREY COOK	CLERK	0.24	Officer Director	$0	$0	$0
THOMAS DUBOIS	Director	0.00	Director	$0	$0	$0
JAMES BIRGE	Director	0.24	Director	$0	$0	$0
KRISTIN VAN GINHOVEN	Director	0.00	Director	$0	$0	$0
BARBARA GUIDO	Director	0.24	Director	$0	$0	$0
LEIGH DAVIS	Director	0.24	Director	$0	$0	$0
BETSY STRICKLER	Director	0.24	Director	$0	$0	$0
MARGARET KELLER	Director	0.24	Director	$0	$0	$0
RICHARD POLLARD	Director	0.24	Director	$0	$0	$0
JOHN BISSELL	Director	0.24	Director	$0	$0	$0
BRENDA BURDICK	VICE CHAIR	0.24	Officer Director	$0	$0	$0
ALFRED ENCHILL	Director	0.24	Director	$0	$0	$0
ANASTASIA STANMEYER	Director	0.24	Director	$0	$0	$0
TYLER FAIRBANK	Director	0.24	Director	$0	$0	$0
LORI KIELY	BOARD CHAIR	0.24	Officer Director	$0	$0	$0
DANIELLE GONZALEZ	Director	0.24	Director	$0	$0	$0
SCOTT KIRCHNER	Director	0.24	Director	$0	$0	$0
CHRISTIAN HANSON	Director	0.24	Director	$0	$0	$0
KATHERINE LOCKRIDGE	Director	0.24	Director	$0	$0	$0
SUE KRISTJANSSON	Director	0.24	Director	$0	$0	$0
RAID MAHER	Director	0.24	Director	$0	$0	$0
VICKI SALTZMAN	Director	0.24	Director	$0	$0	$0
COLLEEN TAYLOR	Director	0.24	Director	$0	$0	$0
SHAUN CUSSON	Director	0.24	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	No data	No data	No data	No data
2024	$1,827,701	$1,828,160	$944,236	$-459
2023	$2,210,893	$2,221,650	$1,250,598	$-10,757
2022	$2,045,284	$1,992,951	$1,307,894	$52,333
2021	$1,286,400	$1,418,281	$573,822	$-131,881
2020	$1,416,190	$1,343,178	$592,745	$73,012
2019	$1,883,313	$1,893,024	$590,764	$-9,711

1BERKSHIRE STRATEGIC ALLIANCE INC