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Berkeley Senior Sevices FY2020 filing

Tax-deductible

Martinsburg, WV501(c)(3)Human ServicesEIN 23-7083302

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Berkeley Senior services offers a network of services enabling seniors to remain independent, participating members of our community.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $110K a year · 5% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 4.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $24K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$227K
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
Spent
$1.8M
To programs
85%
Net assets
$1.9M
By yearFY2020–FY2025
Revenue
$1.9M
FY2020
Revenue by fiscal year
FY2020$1.9M
FY2021$1.8M
FY2022$2.0M
FY2023$2.1M
FY2024$2.1M
FY2025$2.8M
Expenses
$1.8M
FY2020
Expenses by fiscal year
FY2020$1.8M
FY2021$1.8M
FY2022$2.0M
FY2023$2.2M
FY2024$2.1M
FY2025$2.2M
Net assets
$1.9M
FY2020
Net assets by fiscal year
FY2020$1.9M
FY2021$1.9M
FY2022$1.9M
FY2023$1.8M
FY2024$1.9M
FY2025$2.4M

From the FY2020 Form 990 (year ending September 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1978.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $1.5M Management & general 15% · $267K Fundraising 0% · $302

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Elizabeth Laing
Vice Preside
$0Pt VII · Sec A
David McCauley
Secretary/Tr
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Berkeley Senior Sevices executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Connects seniors with services to help them live independently and stay involved.

Provided by the organization

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1 program service account for $1.5M of program spending, described in the organization's own filed words · FY2019.
01

Social services including case management information and referral, transportation, crisis intervention, newsletters, in-home health care, adult day care services, and meals to seniors.

$1.5Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Eastern West Virginia Community FoundationFY2025$24K
Total grants receivedfrom 1 funder$24K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$1.1M
Fees for servicesLn 2g$706K
Other incomeLn 4–11$62K
Money outPt IX
$1.8M
Ln 25
Programscol B$1.5M
Managementcol C$267K
Fundraisingcol D$302
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$613K
Total assetsLn 16$2.1M
LiabilitiesLn 26$227K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Government grantsLn 1e$944K
Fees for servicesLn 2g$706K
Investment incomeLn 3$6K
Other incomeLn 4–11$62K
Gains on assetsLn 7−$9K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$100
SavingsLn 2$612K
Cash and savings togetherLn 1–2$613K
Land, buildings, equipmentLn 10c$1.3M
Total assetsLn 16$2.1M
LiabilitiesLn 26$227K
Net assetsLn 32$1.9M
OperationsPt I, VI
EmployeesI 5135
VolunteersI 670
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$566K$613K
Land, buildings, equipmentLn 10c$1.1M$1.3M
Total assetsLn 16$2.1M$2.1M
LiabilitiesLn 26$325K$227K
Net assetsLn 32$1.8M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.3M$1.2M$129K$240
Other employee benefitsLn 9$4K$4K$209
Accounting feesLn 11c$15K$15K
Other fees for servicesLn 11g$6K$6K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$66K$63K$2K$62
OccupancyLn 16$40K$32K$8K
TravelLn 17$25K$25K$140
Conferences, conventions and meetingsLn 19$1K$994$161
InterestLn 20$7K$7K
Depreciation, depletion and amortizationLn 22$100K$100K
InsuranceLn 23$42K$42K
Other expenses (24a–d)Ln 24$103K$102K$638
All other expensesLn 24e$5K$2K$3K
Total functional expensesLn 25$1.8M$1.5M$267K$302

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.8M$2.2M$572K$2.4M 990 PDF
FY2024 $2.1M$2.1M$32K$1.9M 990 PDF
FY2023 $2.1M$2.2M−$66K$1.8M 990 PDF
FY2022 $2.0M$2.0M−$62K$1.9M 990 PDF
FY2021 $1.8M$1.8M$28K$1.9M 990 PDF
FY2020 Viewing $1.9M$1.8M$155K$1.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $1,917,425 across 9 lines filed
VIII-1a Federated campaigns$27,109
VIII-1e Government grants$943,868
VIII-1f All other contributions, gifts and grants$178,709
VIII-1h Total contributions, gifts and grants$1,149,686
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $705,847$705,847
VIII-3 Investment incomeRelated to mission $5,726$5,726
VIII-7 Net gain or loss on sales of assetsRelated to mission −$9,034−$9,034
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $65,200$65,200
VIII-12 Total revenueRelated to mission $702,539 · Excluded from tax $65,200$1,917,425
Part IX · Statement of functional expenses $1,762,658 across 14 lines filed
IX-7 Other salaries and wagesPrograms $1,218,174 · Management $129,120 · Fundraising $240$1,347,534
IX-9 Other employee benefitsPrograms $3,803 · Management $209$4,012
IX-11c Accounting feesManagement $15,471$15,471
IX-11g Other fees for servicesPrograms $6,064$6,064
IX-12 Advertising and promotionManagement $1,100$1,100
IX-13 Office expensesPrograms $63,421 · Management $2,041 · Fundraising $62$65,524
IX-16 OccupancyPrograms $32,411 · Management $7,962$40,373
IX-17 TravelPrograms $24,530 · Management $140$24,670
IX-19 Conferences, conventions and meetingsPrograms $994 · Management $161$1,155
IX-20 InterestManagement $7,296$7,296
IX-22 Depreciation, depletion and amortizationManagement $99,779$99,779
IX-23 InsurancePrograms $42,137$42,137
IX-24 Other expenses (24a–d)Programs $102,151 · Management $638$102,789
IX-24e All other expensesPrograms $1,512 · Management $3,242$4,754
IX-25 Total functional expensesPrograms $1,495,197 · Management $267,159 · Fundraising $302$1,762,658
Part X · Balance sheet $2,145,553 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $100$100
X-2 Savings and temporary cash investmentsStart of year $565,948$612,460
X-4 Accounts receivableStart of year $252,407$195,398
X-9 Prepaid expenses and deferred chargesStart of year $9,797$12,231
X-10c Land, buildings and equipment, netStart of year $1,141,044$1,325,364
X-16 Total assetsStart of year $2,088,949$2,145,553
X-17 Accounts payable and accrued expensesStart of year $56,185$71,813
X-26 Total liabilitiesStart of year $325,046$226,883
X-27 Net assets without donor restrictionsStart of year $1,687,782$1,851,694
X-28 Net assets with donor restrictionsStart of year $76,121$66,976
X-32 Total net assets or fund balancesStart of year $1,763,903$1,918,670
X-33 Total liabilities and net assetsStart of year $2,088,949$2,145,553
Part XI · Reconciliation of net assets $1,918,670 net assets at year end
XI-1 Total revenue$1,917,425
XI-2 Total expenses$1,762,658
XI-3 Revenue less expenses$154,767
XI-4 Net assets at start of year$1,763,903
XI-10 Net assets at end of year$1,918,670

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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