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Berkeley Senior Sevices FY2021 filing

Tax-deductible

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

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.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
89%
of spending
Looks good: 89% 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
$226K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
-5% vs prior year
Spent
$1.8M
To programs
89%
Net assets
$1.9M
By yearFY2020–FY2025
Revenue
$1.8M
FY2021▼ -5%
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
FY2021▲ +1%
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
FY2021▲ +1%
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 FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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

89 cents of each dollar spent went to programs.

Program services 89% · $1.6M Management & general 11% · $194K

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

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 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
Gary Wine
Member
$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

This section is blank until Berkeley Senior Sevices claims this page.

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1 program service account for $1.6M of program spending, described in the organization's own filed words · FY2020.
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.

$1.6Mprogram 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 FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.8M
Ln 12
Gifts and grantsLn 1h$1.0M
Fees for servicesLn 2g$781K
Other incomeLn 4–11$21K
Money outPt IX
$1.8M
Ln 25
Programscol B$1.6M
Managementcol C$194K
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$628K
Total assetsLn 16$2.2M
LiabilitiesLn 26$226K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Government grantsLn 1e$942K
Fees for servicesLn 2g$781K
Investment incomeLn 3$6K
Other incomeLn 4–11$21K
Gains on assetsLn 7$4K
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$100
SavingsLn 2$628K
Cash and savings togetherLn 1–2$628K
Land, buildings, equipmentLn 10c$1.3M
Total assetsLn 16$2.2M
LiabilitiesLn 26$226K
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 FY21End FY21
Cash and savingsLn 1–2$613K$628K
Land, buildings, equipmentLn 10c$1.3M$1.3M
Total assetsLn 16$2.1M$2.2M
LiabilitiesLn 26$227K$226K
Net assetsLn 32$1.9M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.3M$1.2M$153K
Other employee benefitsLn 9$2K$2K
Accounting feesLn 11c$15K$15K
Other fees for servicesLn 11g$14K$14K
Advertising and promotionLn 12$499$499
Office expensesLn 13$74K$67K$7K
OccupancyLn 16$40K$30K$10K
TravelLn 17$28K$28K$111
Conferences, conventions and meetingsLn 19$479$292$187
InterestLn 20$8K$8K
Depreciation, depletion and amortizationLn 22$110K$110K
InsuranceLn 23$49K$49K
Other expenses (24a–d)Ln 24$129K$129K$215
All other expensesLn 24e$5K$5K
Total functional expensesLn 25$1.8M$1.6M$194K$0

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 Viewing $1.8M$1.8M$28K$1.9M 990 PDF
FY2020 $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 FY2021 990 (4 parts)
Part VIII · Statement of revenue $1,815,599 across 9 lines filed
VIII-1a Federated campaigns$21,817
VIII-1e Government grants$941,786
VIII-1f All other contributions, gifts and grants$44,106
VIII-1h Total contributions, gifts and grants$1,007,709
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $780,591$780,591
VIII-3 Investment incomeRelated to mission $2,124$2,124
VIII-7 Net gain or loss on sales of assetsRelated to mission $4,000$4,000
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $21,175$21,175
VIII-12 Total revenueRelated to mission $786,715 · Excluded from tax $21,175$1,815,599
Part IX · Statement of functional expenses $1,787,884 across 14 lines filed
IX-7 Other salaries and wagesPrograms $1,160,474 · Management $152,583$1,313,057
IX-9 Other employee benefitsPrograms $1,700$1,700
IX-11c Accounting feesManagement $15,395$15,395
IX-11g Other fees for servicesPrograms $13,576$13,576
IX-12 Advertising and promotionManagement $499$499
IX-13 Office expensesPrograms $66,545 · Management $6,965$73,510
IX-16 OccupancyPrograms $29,803 · Management $10,411$40,214
IX-17 TravelPrograms $28,080 · Management $111$28,191
IX-19 Conferences, conventions and meetingsPrograms $292 · Management $187$479
IX-20 InterestManagement $7,793$7,793
IX-22 Depreciation, depletion and amortizationPrograms $110,473$110,473
IX-23 InsurancePrograms $48,825$48,825
IX-24 Other expenses (24a–d)Programs $128,934 · Management $215$129,149
IX-24e All other expensesPrograms $5,023$5,023
IX-25 Total functional expensesPrograms $1,593,725 · Management $194,159 · Fundraising $0$1,787,884
Part X · Balance sheet $2,171,888 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $100$100
X-2 Savings and temporary cash investmentsStart of year $612,460$628,378
X-4 Accounts receivableStart of year $195,398$243,962
X-9 Prepaid expenses and deferred chargesStart of year $12,231$14,957
X-10c Land, buildings and equipment, netStart of year $1,325,364$1,284,491
X-16 Total assetsStart of year $2,145,553$2,171,888
X-17 Accounts payable and accrued expensesStart of year $71,813$77,697
X-26 Total liabilitiesStart of year $226,883$225,502
X-27 Net assets without donor restrictionsStart of year $1,851,694$1,861,616
X-28 Net assets with donor restrictionsStart of year $66,976$84,770
X-32 Total net assets or fund balancesStart of year $1,918,670$1,946,386
X-33 Total liabilities and net assetsStart of year $2,145,553$2,171,888
Part XI · Reconciliation of net assets $1,946,386 net assets at year end
XI-1 Total revenue$1,815,599
XI-2 Total expenses$1,787,884
XI-3 Revenue less expenses$27,715
XI-4 Net assets at start of year$1,918,670
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$1,946,386

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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