WOMENS FUND OF WESTERN MASSACHUSETTS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WOMENS FUND OF WESTERN MASSACHUSETTS (EIN 04-3342411)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-03
- IRS object ID
- 201403079349300720
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-03T10:48:40-00:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLAS LaPIER CPA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 PARK AVE ST PO BOX 324 | AddressLine1 |
| City | W SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 010900324 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043342411 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOMENS FUND OF WESTERN MASSACHUSETTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOME | BusinessNameControlTxt |
| Phone | 4135290087 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 PLEASANT STREET Room 358 | AddressLine1 |
| City | EASTHAMPTON | City |
| State | MA | State |
| ZIP Code | 01027 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carol Campbel | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2014-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLAS LaPIER | PreparerPersonNm |
| Phone | 4137320200 | PhoneNum |
| Preparation | 2014-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARLA OLESKA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 PLEASANT ST | AddressLine1 |
| City | EASTHAMPTON | City |
| State | MA | State |
| ZIP Code | 01027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $358,506 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WOMENSFUND.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | WFWM advances social change, philanthropy to create economic and social equality for women and girls in Western Massachusetts through grantmaking, strategic advocacy and community collaborations. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $426,485 | PYContributionsGrantsAmt |
| CY Contributions Grants | $202,780 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $77,603 | PYInvestmentIncomeAmt |
| CY Investment Income | $76,121 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,360 | PYOtherRevenueAmt |
| CY Other Revenue | $47,973 | CYOtherRevenueAmt |
| PY Total Revenue | $555,448 | PYTotalRevenueAmt |
| CY Total Revenue | $326,874 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $104,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $240,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $277,333 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $260,937 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $137,881 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $295,488 | PYOtherExpensesAmt |
| CY Other Expenses | $197,948 | CYOtherExpensesAmt |
| PY Total Expenses | $676,821 | PYTotalExpensesAmt |
| CY Total Expenses | $698,885 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$121,373 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$372,011 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,898,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,986,231 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,740 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $170,765 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,886,469 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,815,466 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WFWM advances social change, philanthropy to create economic and social equality for women and girls in Western Massachusetts through grantmaking, strategic advocacy and community collaborations | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | EDUCATION-PHILANTHROPY THE WOMENS FUND EDUCATES WOMEN REGARDING MONEY AND PHILANTHROPY TO BUILD THE LONG TERM FINANCIAL RESOURCES FOR YOUNG GIRLS AND WOMEN TO SUCCEED | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $240,000 | ExpenseAmt |
| Desc | GRANTMAKING - GRANTS WERE AWARDED TO PROJECTS THAT FOCUSED ON LEADERSHIP DEVELOPMENT, SKILLS ENHANCEMENT, ECONOMIC LITERACY, SELF SUFFICIENCY GRANTEES ARE OTHER 501C3 ORGANIZATIONS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $277,792 | ExpenseAmt |
| Desc | EDUCATION- OTHER THE WOMENS FUND HOLDS WORKSHOPS AND CONFERENCES TO PROMOTE EMPOWERMENT AND LEADERSHIP SKILLS IN YOUNG GIRLS WOMEN | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $517,792 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOELLEN LEGRAND | PersonNm |
| Phone | 4137894049 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 S PARK TERRACE | AddressLine1 |
| City | AGAWAM | City |
| State | MA | State |
| ZIP Code | 01001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Michelle Theroux | |||||||||
| Vice President | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Carol Campbell | |||||||||
| Clerk | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Valerie Bonatakis | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kathy Cardinale | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Elizabeth Dineen | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sara Crawley | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jill Paul | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kate Kane | |||||||||
| President | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Sarah Tanner | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Layla Taylor | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Regina Curtis | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Anne Weiss | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sharon Adams | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Fung Chow | |||||||||
| Treasurer | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Ronda Parish | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Shonda Pettiford | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michelle Depelteau | |||||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Carla Oleska | |||||||||
| CEO | 040.00 | Yes (X) | $51,198 | $0 | $0 | Yes (X) | Yes (X) | Yes (X) | |
| Julie Kumble | |||||||||
| Interim ED | 040.00 | Yes (X) | $70,583 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $121,781 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $202,780 | AllOtherContributionsAmt |
| Total Contributions | $202,780 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,121 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $56,105 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $31,632 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,473 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Calendar Sponsorship | Desc |
| Total Revenue Column | $23,500 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $326,874 | TotalRevenueColumnAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,000 | TotalAmt |
| Program Services | $240,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,068 | TotalAmt |
| Program Services | $30,641 | ProgramServicesAmt |
| Management And General | $3,064 | ManagementAndGeneralAmt |
| Fundraising | $17,363 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,714 | TotalAmt |
| Program Services | $104,828 | ProgramServicesAmt |
| Management And General | $10,483 | ManagementAndGeneralAmt |
| Fundraising | $59,403 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,140 | TotalAmt |
| Program Services | $14,514 | ProgramServicesAmt |
| Management And General | $1,704 | ManagementAndGeneralAmt |
| Fundraising | $1,922 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,015 | TotalAmt |
| Program Services | $7,444 | ProgramServicesAmt |
| Management And General | $2,401 | ManagementAndGeneralAmt |
| Fundraising | $7,170 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,575 | TotalAmt |
| Management And General | $9,575 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,504 | TotalAmt |
| Program Services | $13,320 | ProgramServicesAmt |
| Management And General | $3,132 | ManagementAndGeneralAmt |
| Fundraising | $6,052 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
| Fundraising | $500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,540 | TotalAmt |
| Program Services | $17,812 | ProgramServicesAmt |
| Management And General | $5,169 | ManagementAndGeneralAmt |
| Fundraising | $3,559 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,260 | TotalAmt |
| Program Services | $5,158 | ProgramServicesAmt |
| Management And General | $1,906 | ManagementAndGeneralAmt |
| Fundraising | $1,196 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,441 | TotalAmt |
| Program Services | $12,865 | ProgramServicesAmt |
| Management And General | $2,144 | ManagementAndGeneralAmt |
| Fundraising | $6,432 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,795 | TotalAmt |
| Program Services | $2,369 | ProgramServicesAmt |
| Management And General | $377 | ManagementAndGeneralAmt |
| Fundraising | $2,049 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,208 | TotalAmt |
| Program Services | $378 | ProgramServicesAmt |
| Management And General | $154 | ManagementAndGeneralAmt |
| Fundraising | $676 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375 | TotalAmt |
| Program Services | $263 | ProgramServicesAmt |
| Management And General | $56 | ManagementAndGeneralAmt |
| Fundraising | $56 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,227 | TotalAmt |
| Management And General | $2,227 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Miscellaneous | $60,721 | $35,007 | $546 | $25,168 |
| Dues, Fees Subscriptions | $4,863 | $1,114 | $274 | $3,475 |
| Investment Fees | $30,579 | $30,579 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,860 | TotalAmt |
| Fundraising | $2,860 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698,885 | TotalAmt |
| Program Services | $517,792 | ProgramServicesAmt |
| Management And General | $43,212 | ManagementAndGeneralAmt |
| Fundraising | $137,881 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,253 | BOYAmt |
| EOY | $129,729 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,230 | BOYAmt |
| EOY | $147,813 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,284 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,079 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580 | BOYAmt |
| EOY | $205 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,550,241 | BOYAmt |
| EOY | $2,661,182 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,905 | BOYAmt |
| EOY | $47,302 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,898,209 | BOYAmt |
| EOY | $2,986,231 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,364 | BOYAmt |
| EOY | $7,479 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $160,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,376 | BOYAmt |
| EOY | $3,286 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,740 | BOYAmt |
| EOY | $170,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,861,368 | BOYAmt |
| EOY | $2,089,616 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,933 | BOYAmt |
| EOY | $205,850 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,168 | BOYAmt |
| EOY | $520,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,886,469 | BOYAmt |
| EOY | $2,815,466 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,898,209 | BOYAmt |
| EOY | $2,986,231 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$372,011 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $301,008 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $402,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $562,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $499,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $208,808 | CurrentTaxYearAmt |
| Total | $1,834,056 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $130,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,973 | CurrentTaxYearAmt |
| Total | $358,261 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $218,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $475,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $611,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $630,071 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $256,781 | CurrentTaxYearAmt |
| Total | $2,192,317 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,192,317 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $243,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $221,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,586 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,121 | CurrentTaxYearAmt |
| Total | $659,657 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $243,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $221,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,586 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,121 | CurrentTaxYearAmt |
| Total | $659,657 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $461,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $697,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $667,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $693,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $332,902 | CurrentTaxYearAmt |
| Total | $2,851,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.76870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89940 | PublicSupportPY509Pct |
| Investment Income CY | 0.23130 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10060 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,284 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,079 | DepreciationAmt |
| Book Value | $205 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $205 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| FUNDS HELD FOR OTHERS | $3,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,286 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $659,513 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $301,008 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $31,631 | OtherRevenueAmt |
| Revenue Not Reported | $332,639 | RevenueNotReportedAmt |
| Revenue Subtotal | $326,874 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $326,874 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $730,516 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $31,631 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $31,631 | ExpensesNotReportedAmt |
| Expenses Subtotal | $698,885 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $698,885 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| XI 2D | Fundraising Income |
| XII 2D | Fundraising Expense |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Various | PersonNm |
| Activity | Various | ActivityTxt |
| Fundraiser Control Of Funds | Yes (true) | FundraiserControlOfFundsInd |
| Gross Receipts | $56,105 | GrossReceiptsAmt |
| Net To Organization | $56,105 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $56,105 | TotalGrossReceiptsAmt |
| Total Net To Organization | $56,105 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Various | NameOfEvent1Amt |
| Gross Receipts Event1 | $56,105 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $56,105 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $24,198 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $7,434 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $56,105 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $56,105 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,198 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,434 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $31,632 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $24,473 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| Berkshire United Way | |||||
| 200 South St | Pittsfield | MA | 01201 | 042104841 | $20,000 |
| Greenfield Community College Foundation | |||||
| 1 College DR | Greenfield | MA | 01301 | 042449856 | $20,000 |
| Prison Birth project | |||||
| PO BOX 1253 | Northampton | MA | 01061 | 042738794 | $20,000 |
| Treehouse Foundation | |||||
| 1 Treehouse Circle | Easthampton | MA | 01027 | 223848537 | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 4 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|
| Carla Oleska | ||
| CEO | $51,198 | $51,198 |
| Michelle Depelteau | ||
| Director | ||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 12A | Incoming Board members receive COI in orientation folder with verbal presentation |
| Form 990, Part VI, Section B, Line 12A | All current Board and staff complete COI Annually |
| Form 990, Part VI, Section C, Line 19 | Website, Upon Request and Bound Audit |
| Form 990, Part VI, Section B, Line 12C | At every meeting during which an organization, vendor or donor will be discussed, the discussion begins with the question of conflict of interest. Examples of these meeing would be Standard Board Meeting, Grants Review Meeting, Investment Finance development |
| Form 990, Part VI, Section B, Line 11B | The finance committee reviews the form 990 prior to filing |
| Form 990, Part XI, Line 5 | Unrealized gain on investments |
| Form 990, Part VI, Section B, Line 15A-B | Executive Director and Search committee conduct comparative study of fair market value of position to be filled |
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