Nonprofit · EIN 04-2104785
NORTHERN BERKSHIRE UNITED WAY INC
Tax-exempt · NORTH ADAMS, MA 01247
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $425,123 | $432,126 | -$7,003 | $659,868 | $312,941 | $346,927 |
| June 30, 2024 | 990 | $397,122 | $404,155 | -$7,033 | $642,808 | $303,763 | $339,045 |
| June 30, 2023 | 990 | $525,857 | $439,275 | $86,582 | $612,554 | $282,862 | $329,692 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $379,209
- of which government grants
- $36,900
- Program service revenue
- $0
- Investment income
- $22,236
- Net gain from sales of assets
- $7,270
- Net income from fundraising events
- $23,678
- Other revenue
- $23,678
Expenses
- Grants and similar amounts paid
- $284,111
- Other salaries and wages
- $79,752
- Salaries, compensation and benefits (total)
- $90,473
- Professional fundraising fees
- $0
- Accounting fees
- $13,464
- Occupancy
- $7,041
- Depreciation
- $1,593
- Program services (functional)
- $333,184
- Management and general (functional)
- $56,366
- Fundraising (functional)
- $42,576
Balance sheet and other
- Total assets, start of year
- $642,808
- Total assets, end of year
- $659,868
- Total liabilities, end of year
- $312,941
- Net assets, end of year
- $346,927
- Land, buildings and equipment
- $4,698
- Publicly traded securities
- $227,297
- Net assets without donor restrictions
- $313,275
- Net assets with donor restrictions
- $33,652
- Gross receipts
- $449,345
- Employees
- 2
- Year formed
- 1935
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATTI MESSINA | EXECUTIVE DI Officer | 40 | $61,179 |
| LAURA BARAN | DIRECTOR Trustee or director | 1 | $0 |
| TYLER BISSAILLON | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| JAKE DABROWSKI | VP CAMPAIGN Trustee or director, Officer | 1 | $0 |
| RANDY KINNAS | VP BOARD DEV Trustee or director, Officer | 1 | $0 |
| MARISSA MAIN | CLERK Trustee or director, Officer | 1 | $0 |
| KELLY MCCARTHY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| PETER MIRANTE | DIRECTOR Trustee or director | 1 | $0 |
| IRIS MORESI | DIRECTOR Trustee or director | 1 | $0 |
| CELIA NORCROSS | DIRECTOR Trustee or director | 1 | $0 |
| ERIK RAY | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS RUMBOLT | ESQUIRE Trustee or director, Officer | 1 | $0 |
| DANIEL SADTLER | DIRECTOR Trustee or director | 1 | $0 |
| TRACY SHEERIN | VP FINANCE Trustee or director, Officer | 1 | $0 |
| LEAH THOMPSON | VP COMMUNITY Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATTI MESSINA | EXECUTIVE DI Officer | 40 | $54,675 |
| LAURA BARAN | DIRECTOR Trustee or director | 1 | $0 |
| TYLER BISSAILLON | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| JAKE DABROWSKI | VP CAMPAIGN Trustee or director, Officer | 1 | $0 |
| RANDY KINNAS | VP BOARD DEV Trustee or director, Officer | 1 | $0 |
| MARISSA KIRCHNER | CLERK Trustee or director, Officer | 1 | $0 |
| KELLY MCCARTHY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DOREEN MECZYWOR | DIRECTOR Trustee or director | 1 | $0 |
| PETER MIRANTE | DIRECTOR Trustee or director | 1 | $0 |
| IRIS MORESI | DIRECTOR Trustee or director | 1 | $0 |
| CELIA NORCROSS | DIRECTOR Trustee or director | 1 | $0 |
| STACY PARSONS | VP ALLOCATIO Trustee or director, Officer | 1 | $0 |
| ERIK RAY | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS RUMBOLT | ESQUIRE Trustee or director, Officer | 1 | $0 |
| TRACY SHEERIN | VP FINANCE Trustee or director, Officer | 1 | $0 |
| KIMMA STARK | DIRECTOR Trustee or director | 1 | $0 |
| LEAH THOMPSON | VP COMMUNITY Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER BARBAROTTA | DIRECTOR Trustee or director | 1 | $0 |
| TYLER BISSAILLON | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| SHARON DEMYER-NEMSER | VP CAMPAIGN Trustee or director, Officer | 1 | $0 |
| BONNIE HOWLAND | DIRECTOR Trustee or director | 1 | $0 |
| MARISSA KIRCHNER | CLERK Trustee or director, Officer | 1 | $0 |
| KELLY MCCARTHY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JENNIFER MEEHAN | DIRECTOR Trustee or director | 1 | $0 |
| PETER MIRANTE | DIRECTOR Trustee or director | 1 | $0 |
| IRIS MORESI | DIRECTOR Trustee or director | 1 | $0 |
| CELIA NORCROSS | DIRECTOR Trustee or director | 1 | $0 |
| STACY PARSONS | VP ALLOCATIO Trustee or director, Officer | 1 | $0 |
| ERIK RAY | DIRECTOR Trustee or director | 1 | $0 |
| TRACY ROBERT-SHEERIN | VP FINANCE Trustee or director, Officer | 1 | $0 |
| THOMAS RUMBOLT | ESQUIRE Trustee or director, Officer | 1 | $0 |
| YVETTE STODDARD | DIRECTOR Trustee or director | 1 | $0 |
| ELLEN SUTHERLAND | VP BOARD DEV Trustee or director, Officer | 1 | $0 |
| COLLEEN TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| LEAH THOMPSON | VP COMMUNITY Trustee or director, Officer | 1 | $0 |
| RICH WEISENFLUE | DIRECTOR Trustee or director | 1 | $0 |
| PATTI MESSINA | EXECUTIVE DI Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 955, NORTH ADAMS, MA 01247-0955
- Principal officer (990 for 2024)
- KELLY MCCARTHY, 70 ROCKLAND DRIVE, PITTSFIELD, MA 01201
- Signed the 990
- KELLY MCCARTHY, PRESIDENT
- Phone
- (413) 663-9062
- Website
- WWW.NBUNITEDWAY.ORG
- Return prepared by
- SMITH WATSON & COMPANY LLP
Mission
TO UNITE THE COMMUNITY IN SUPPORT OF A BROAD SPECTRUM OF INDIVIDUAL AGENCY PROGRAMS THAT PROVIDE HUMAN SERVICES VITAL TO THE PEOPLE OF THE REGION AND TO SERVE AS A CENTRAL FUND RAISING BODY FOR SUCH.
Program accomplishments
- THE ORGANIZATION RAISES FUNDS FOR OTHER NON-PROFIT AGENCIES WHICH EXIST TO BENEFIT THE PUBLIC. THE AMOUNTS AWARDED TO THESE AGENCIES ARE INDICATED ON SCHEDULE I, PART II.Expenses $333,184 · grants $284,111
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2104785
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1947
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $659,868
- Income (IRS master file)
- $449,345
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $425,123 | $432,126 | $659,868 | IRS |
| 990 | June 2024 | $397,122 | $404,155 | $642,808 | XML |
| 990 | June 2023 | $525,857 | $439,275 | $612,554 | XML |
| 990 | June 2022 | $430,968 | $469,219 | $520,943 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2104785).
Questions about NORTHERN BERKSHIRE UNITED WAY INC
- What is the EIN of NORTHERN BERKSHIRE UNITED WAY INC?
- The employer identification number (EIN) of NORTHERN BERKSHIRE UNITED WAY INC is 04-2104785.
- Is NORTHERN BERKSHIRE UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
- Are donations to NORTHERN BERKSHIRE UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTHERN BERKSHIRE UNITED WAY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTHERN BERKSHIRE UNITED WAY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHERN BERKSHIRE UNITED WAY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NORTHERN BERKSHIRE UNITED WAY INC?
- The 990 for the year ended June 30, 2025 names KELLY MCCARTHY.
- Who are the officers and directors of NORTHERN BERKSHIRE UNITED WAY INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $61,179 (PATTI MESSINA, EXECUTIVE DI).
- How much revenue does NORTHERN BERKSHIRE UNITED WAY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $425,123, expenses of $432,126 and total assets of $659,868 at year end.
Other nonprofits in NORTH ADAMS
- MASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION INC EIN 04-3113688 · last filed 990 for 2025
- BERKSHIRE FAMILY AND INDIVIDUAL RESOURCES INC EIN 04-3246975 · last filed 990 for 2025
- MASSACHUSETTS COLLEGE OF LIBERAL ARTS FOUNDATION INC EIN 04-2613803 · last filed 990 for 2025
- NORTH ADAMS AMBULANCE SERVICE INC EIN 04-2630567 · last filed 990 for 2024
- CHILD CARE OF THE BERKSHIRES INC EIN 04-2457299 · last filed 990 for 2025
- NORTHERN BERKSHIRE COMMUNITY COALITION INC EIN 04-3446578 · last filed 990 for 2025
- NEW ENGLAND COLLEGIATE BASEBALL LEAGUE INC EIN 06-1393688 · last filed 990 for 2025
- LEVER INC EIN 46-4159401 · last filed 990 for 2024