UNITED WAY OF BERKS COUNTY: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF BERKS COUNTY (EIN 23-1655375)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-24
- IRS object ID
- 202641759349301244
- Schema version
- 2025v4.2
- 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 | 2026-06-24T13:46:24-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2763 CENTURY BOULEVARD | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196103346 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231655375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF BERKS COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6106854550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 N 2ND STREET SUITE 101 | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY L WHITE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6106854550 | PhoneNum |
| Signature | 2026-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARYBETH OLREE | PreparerPersonNm |
| PTIN | P01649853 | PTIN |
| Phone | 6103781175 | PhoneNum |
| Preparation | 2026-06-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TAMMY L WHITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 N 2ND STREET SUITE 101 | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,944,413 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWBERKS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 2497 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,775,224 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,524,346 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $661,202 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $704,050 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,170,928 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,415,865 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,942 | PYOtherRevenueAmt |
| CY Other Revenue | $6,934 | CYOtherRevenueAmt |
| PY Total Revenue | $17,615,296 | PYTotalRevenueAmt |
| CY Total Revenue | $15,651,195 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,278,236 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,624,785 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,710,030 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,635,541 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,493,506 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,843,167 | PYOtherExpensesAmt |
| CY Other Expenses | $2,112,474 | CYOtherExpensesAmt |
| PY Total Expenses | $13,831,433 | PYTotalExpensesAmt |
| CY Total Expenses | $12,372,800 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,783,863 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,278,395 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,232,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,687,305 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,615,569 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,613,820 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,617,009 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,073,485 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY OF BERKS COUNTY IMPROVES LIVES BY INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,774,161 | ExpenseAmt |
| Grant | $7,624,785 | GrantAmt |
| Revenue | $704,050 | RevenueAmt |
| Desc | MORE THAN 190,000 CHILDREN, FAMILIES AND SENIORS BENEFITTED FROM VITAL HEALTH AND HUMAN SERVICES PROGRAMS FUNDED BY UNITED WAY OF BERKS COUNTY (UWBC) THROUGHOUT 2025. UWBC'S WORK AND INVESTMENTS FOCUS ON FOUR AREAS: EDUCATION, FINANCIAL STABILITY, HEALTH AND SAFETY NET SERVICES.SEE ADDITIONAL INFORMATION ON SCH O.DURING 2025, UWBC INVESTED FUNDING IN 51 PROGRAMS DELIVERED BY 33 AGENCIES AND 5 CONTRACTED PARTNERS, AS WELL AS SUPPORTED COMMUNITY INITIATIVES AND PROVIDED VARIOUS ONE-TIME GRANTS. ALL PROGRAMS UWBC INVESTS IN ANNUALLY ARE EVALUATED BY OUR COMMUNITY IMPACT CABINET, FOCUS AREA PANELS (FAP) AND COMPLIANCE REVIEWERS, REPRESENTING 50 VOLUNTEER COMMUNITY MEMBERS FROM VARIOUS SECTORS. THESE VOLUNTEERS DEDICATE INVALUABLE TIME TO ENSURE UWBC DOLLARS ARE INVESTED IN HIGH-PRIORITY PROGRAMS THAT ADDRESS CRITICAL CURRENT COMMUNITY NEEDS, AS WELL AS PROGRAMS THAT ARE HIGH-PERFORMING - CONSISTENTLY AND EFFECTIVELY DELIVERING A HIGH-QUALITY PROGRAM PRODUCING MEANINGFUL RESULTS FOR PARTICIPANTS. ANNUALLY, PROGRAMS RECEIVING UWBC INVESTMENTS ARE REQUIRED TO SUBMIT A REPORT THAT DETAILS HOW UWBC DOLLARS ARE SPENT TO SUPPORT PROGRAMMING AND THE OUTCOMES ACHIEVED BY CLIENTS. THESE OUTCOMES PLAY A CRUCIAL ROLE IN DETERMINING THE EFFECTIVENESS OF UWBC INVESTMENTS IN PROGRAMS. IN ADDITION TO THE PROGRAMS OUTLINED BELOW, YOU CAN READ MORE ABOUT UWBC'S VARIOUS 2025 GRANT RECIPIENTS AS REPORTED ON SCHEDULE I. UWBC INVESTED IN THE FOLLOWING PROGRAMS IN 2025:EMPOWER YOUTH: HELPING YOUNG PEOPLE REACH THEIR FULL POTENTIALUNITED WAY BELIEVES THAT EVERYONE CAN PLAY A ROLE IN ENSURING THAT CHILDREN GROW UP TO BE PRODUCTIVE CITIZENS AND MEMBERS OF OUR COMMUNITY. THIS BEGINS WITH A GOOD EDUCATION THAT IS THE FOUNDATION FOR A CHILD'S SUCCESS IN WORK AND LIFE, ALONG WITH PROVIDING SUPPORTIVE PROGRAMMING THAT HELPS YOUTH DEVELOP NECESSARY SKILLS FOR THEIR FUTURES. TO MEET THIS GOAL, KEY ISSUES ADDRESSED BY UWBC AND ITS SUPPORTED PROGRAMS IN THIS FOCUS AREA INCLUDE EARLY CHILDHOOD CARE, SCHOOL READINESS, SCHOOL SUCCESS, AND POSITIVE YOUTH DEVELOPMENT SINCE THESE ISSUES ARE ALL INTERTWINED IN HELPING CHILDREN ACHIEVE THEIR POTENTIAL. THESE PROGRAMS IMPACTED OVER 47,005 CHILDREN AND YOUTH IN BERKS COUNTY IN 2025. EARLY CARE AND SCHOOL READINESS - COMMUNITY-LEVEL OUTCOME: FAMILIES HAVE ACCESS TO AFFORDABLE AND QUALITY EARLY LEARNING EXPERIENCES THAT RESULT IN KINDERGARTEN READINESS. -- COMMUNITY SERVICES FOR CHILDREN, INC. IS A LEADER IN PROVIDING THE HIGHEST QUALITY EARLY CHILDHOOD EDUCATION AND FAMILY SERVICES FOR ECONOMICALLY DISADVANTAGED FAMILIES. SUPPORTING FAMILIES IN CHOOSING AND AFFORDING QUALITY CHILDCARE IS ONE OF THE MAIN FUNCTIONS OF THE EARLY LEARNING RESOURCE CENTER. WHILE SUPPORT AROUND CHILDCARE CONTINUES TO BE A GREAT NEED IN THE COMMUNITY, THE AVAILABILITY OF DOLLARS SUPPORTED BY UNITED WAY HELPS ALLEVIATE DEMANDS ON THE CHILD CARE WORKS SUBSIDY PROGRAM HAS MEANT THAT THE WAITING TIMES TO ACCESS CARE IS REDUCED. THE FOCUS HAS BEEN ON SUPPORTING FAMILIES IN NEED WHO DO NOT QUALIFY FOR OTHER FUNDING SOURCES TO BE ABLE TO HAVE ACCESS TO CHILDCARE. -- OPPORTUNITY HOUSE, CHILDCARE: THE SECOND STREET LEARNING CENTER IS A COMPREHENSIVE COMMUNITY CHILDCARE PROGRAM FOR CHILDREN AGES 6 WEEKS TO 13 YEARS FOCUSING ON CREATIVITY, SOCIALIZATION, AND THE DEVELOPMENT OF HIGH SELF-ESTEEM. ACTIVITIES ARE DESIGNED TO MEET THE NEEDS OF EACH INDIVIDUAL CHILD. MULTI-CULTURAL AND DEVELOPMENTALLY APPROPRIATE MATERIALS AND EQUIPMENT ARE OFFERED. IN 2025, OPPORTUNITY HOUSE OPENED PATTON AVENUE LEARNING CENTER AS ANOTHER COMPREHENSIVE CHILDCARE PROGRAM. --YMCA OF READING & BERKS COUNTY, CHILDCARE: OFFERS A SCIENTIFICALLY-BASED, IMPLEMENTED EARLY CHILDHOOD CURRICULUM THAT ALIGNS WITH THE PENNSYLVANIA LEARNING STANDARDS FOR EARLY CHILDHOOD. SINCE PLAY IS THE FOUNDATION FOR YOUNG CHILDREN'S LEARNING AND DEVELOPMENT, THE YMCA PROVIDES WELL-EQUIPPED AND CAREFULLY ARRANGED CLASSROOMS.- COMMUNITY-LEVEL OUTCOME: INDIVIDUALS GAIN KNOWLEDGE AND DEVELOP SKILLS TO ESTABLISH STRONG FAMILIES AND HELP CHILDREN REACH THEIR POTENTIAL. -- CENTRO HISPANO, ABRIENDO PUERTAS/OPENING DOORS PROGRAM: AN EVIDENCE-BASED, COMPREHENSIVE TRAINING PROGRAM, DEVELOPED BY AND FOR LATINO PARENTS WITH CHILDREN AGES 0 TO 5; AIMS TO IMPROVE THE OUTCOMES OF THE NATION'S LATINO CHILDREN BY BUILDING THE CAPACITY AND CONFIDENCE OF PARENTS TO BE STRONG AND POWERFUL ADVOCATES IN THEIR CHILDREN'S LIVES. THE PROGRAM HAS DEVELOPED A HYBRID DELIVERY MODEL TO ELIMINATE BARRIERS FOR PARENTS TO PARTICIPATE, INCLUDING TRANSPORTATION. THIS PROGRAM ALSO ALIGNS WITH UWBC'S READY.SET.READ! INITIATIVE. -- YMCA OF READING & BERKS COUNTY, PARENTING PATHWAYS (FORMERLY BABY UNIVERSITY): OFFERED AS A 6-WEEK SESSION, EACH PARTICIPANT - PARENT OR CAREGIVER WITH A CHILD FROM PRENATAL TO FIVE YEARS OLD - RECEIVES A WEEKLY HOME VISIT IN ADDITION TO THE WEEKLY CLASSROOM INSTRUCTION, WHICH INCLUDES EDUCATION ON EARLY CHILDHOOD DEVELOPMENT AND EVIDENCE-BASED PARENTING CURRICULUM.SCHOOL SUCCESS - COMMUNITY-LEVEL OUTCOME: STUDENTS WILL ACHIEVE ACADEMIC SUCCESS BY IMPROVED ATTENDANCE AND/OR PROMOTION TO THE NEXT GRADE LEVEL. -- BIG BROTHERS BIG SISTERS OF BERKS COUNTY, MENTORING PROGRAM SERVICES: THEIR MISSION IS TO PROVIDE CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING PROFESSIONALLY SUPPORTED 1-TO-1 RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER, FOREVER. THIS IS ACHIEVED THROUGH PROFESSIONALLY-DIRECTED MENTORING PROGRAMS UTILIZING CAREFULLY SCREENED AND TRAINED VOLUNTEERS AND INCLUDES ONE-TO-ONE PROGRAM, COUL (THE CLUB OF UNMATCHED LITTLES) GROUP-MENTORING, A TEEN PROGRAM THAT PROVIDES GROUP-MENTORING, AND SMART (STUDENTS & MENTORS ACHIEVING RESULTS TOGETHER), A SCHOOL-BASED PROGRAM.- COMMUNITY-LEVEL OUTCOME: STUDENTS WILL PARTICIPATE IN EDUCATIONAL EXPERIENCES DURING THE SUMMER TO MAINTAIN READING SKILLS. -- BIRDSBORO COMMUNITY MEMORIAL CENTER, OUT OF SCHOOL EDUCATION PROGRAMS: THE SUMMER READING PROGRAM FOR YOUTH IN GRADES FIRST THROUGH SIXTH ALLOWS PARTICIPANTS TO PRACTICE AND LEARN NEW STRATEGIES THAT WILL ASSIST THEM IN MAINTAINING CURRENT READING LEVELS, OR INCREASE LEVELS, THROUGHOUT THE SUMMER MONTHS. -- OLIVET BOYS AND GIRLS CLUB OF READING AND BERKS COUNTY, COMPREHENSIVE YOUTH DEVELOPMENT: OLIVET SUMMER CAMP PROGRAMS PICK UP WHEN THE AFTER-SCHOOL PROGRAM ENDS, KEEPING YOUTH ENGAGED IN PROGRAMS DURING THE SUMMER MONTHS. -- THE SALVATION ARMY READING CORPS LEARNING CENTER: A SUMMER DAY CAMP IS OFFERED FOR YOUTH IN THE SOUTHSIDE OF PENN NEIGHBORHOOD. THEY ARE PROVIDED BREAKFAST AND THEN ENJOY A DAY OF FUN INCLUDING EDUCATIONAL GAMES AND ACTIVITIES, CHARACTER DEVELOPMENT SKILLS, AND A WEEKLY FIELD TRIP. SNACKS ARE PROVIDED THROUGHOUT THE DAY AND LUNCH AND DINNER ARE ALSO PROVIDED.YOUTH DEVELOPMENT - COMMUNITY-LEVEL OUTCOME: BY PARTICIPATING IN DIVERSE, SAFE, AND EFFECTIVE OUT-OF-SCHOOL TIME PROGRAMS, YOUTH WILL DEVELOP ACADEMIC, ARTISTIC, AND/OR LEADERSHIP SKILLS. -- BIRDSBORO COMMUNITY MEMORIAL CENTER, OUT OF SCHOOL EDUCATION PROGRAMS: LITERACY PROGRAMS OFFERED AS PART OF THE AFTER-SCHOOL CLUBHOUSE, ENGAGES STUDENTS IN GRADES FIRST THROUGH SIXTH. STAFF ASSIST STUDENTS WITH HOMEWORK AND READING SUPPORT. THE PROGRAM ALSO ENCOMPASSES SOCIAL ACTIVITIES. -- GIRL SCOUTS OF EASTERN PA, GIRL LEADERSHIP IN READING: FUNDED INITIATIVES PROGRAMS PROVIDE HIGH-QUALITY OUT-OF-SCHOOL-TIME THROUGH EDUCATION OPPORTUNITIES FOR GIRLS IN UNDERSERVED COMMUNITIES IN THE CITY OF READING. GIRLS ATTEND WEEKLY MEETINGS AT CONVENIENT COMMUNITY LOCATIONS BOTH DURING THE SCHOOL YEAR AND IN THE SUMMER. -- SCOUTING AMERICA HAWK MOUNTAIN COUNCIL, TRADITIONAL SCOUTING: THIS PROGRAM OPERATES WITHIN THE LOCAL NEIGHBORHOOD AT LOCATIONS PROVIDED BY PARTNERSHIPS THAT HAVE A CONTINUED INTEREST IN CITIZENSHIP TRAINING, PERSONAL FITNESS, AND CHARACTER DEVELOPMENT. ADULT VOLUNTEERS ADMINISTER THE PROGRAMS AT ALL LEVELS WITH SUPPORT FROM THE HAWK MOUNTAIN COUNCIL. THE LEVEL OF YOUTH LEADERSHIP IS BASED UPON AGE-APPROPRIATE ACTIVITIES. | Desc |
| Total Program Service Expenses | $9,774,161 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONICA RUANO-WENRICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106854550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 N 2ND STREET SUITE 101 | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JONI NAUGLE | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETE CONNORS | |||||||
| CHAIR ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RUTHANN WOLL | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT FIRELY | |||||||
| ASST. SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN ARNOLD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR CHARLES BARBERA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BOBO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES BOSCOV | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDGE TONYA BUTLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LUKE BYRNE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY COX | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL DINAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT GOONAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY GRASSLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRADLEY HALL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGEL HELM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT HELM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA HERNANDEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR SUSAN LOONEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JOSEPH MACHAROLA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK MARMONTELLO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM MIKSIEWICZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR KHALID MUMIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MISSY ORLANDO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG PERROTTY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE PERROTTY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCIS POST | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW POTTEIGER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SIDNEY PURNELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE RAVIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL REESE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE SCHLOTT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SIRBAUGH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DHARMA SIVASAMY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CASSANDRA WEIDNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM WOERLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JENNIFER MURRAY | |||||||
| DIRECTOR THRU MAY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANNON THOMAS | |||||||
| DIRECTOR THRU MAY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMMY L WHITE | |||||||
| PRESIDENT | 37.50 | Yes (X) | $198,192 | $0 | $17,682 | ||
| MONICA RUANO-WENRICH | |||||||
| SR VP FINANCE & ADMIN | 37.50 | Yes (X) | $132,539 | $0 | $24,374 | ||
| SHEILA TULLI | |||||||
| VP RESOURCE DEVELOPMENT | 37.50 | $113,093 | $0 | $24,541 | Yes (X) | ||
| JEAN MORROW | |||||||
| SR VP LEADERSHIP UNITED | 37.50 | $123,482 | $0 | $14,741 | Yes (X) | ||
| ASHLEY CHAMBERS | |||||||
| SR VP COMMUNITY IMPACT | 37.50 | $111,182 | $0 | $14,815 | Yes (X) | ||
| CHRIS SPANIER | |||||||
| VP MARKETING & COMMUNICATIONS | 37.50 | $106,963 | $0 | $14,087 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $785,451 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $110,240 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $13,524,346 | AllOtherContributionsAmt |
| Noncash Contributions | $743,190 | NoncashContributionsAmt |
| Total Contributions | $13,524,346 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| READ ALLIANCE | 611710 | $518,338 | $518,338 |
| TRAINING & WORKSHOP FEES | 611430 | $126,756 | $126,756 |
| EVENTS | 611430 | $58,956 | $58,956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $704,050 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $885,949 | TotalRevenueColumnAmt |
| Exclusion | $885,949 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,823,134 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,293,218 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $529,916 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $529,916 | TotalRevenueColumnAmt |
| Exclusion | $529,916 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATION FEES | 561000 | $6,903 | $6,903 |
| MISCELLANEOUS | 900099 | $31 | $31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,934 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,651,195 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $710,984 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,415,865 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,624,785 | TotalAmt |
| Program Services | $7,624,785 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,787 | TotalAmt |
| Program Services | $102,041 | ProgramServicesAmt |
| Management And General | $198,138 | ManagementAndGeneralAmt |
| Fundraising | $72,608 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,783,907 | TotalAmt |
| Program Services | $811,446 | ProgramServicesAmt |
| Management And General | $283,638 | ManagementAndGeneralAmt |
| Fundraising | $688,823 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,848 | TotalAmt |
| Program Services | $110,382 | ProgramServicesAmt |
| Management And General | $67,931 | ManagementAndGeneralAmt |
| Fundraising | $139,535 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,999 | TotalAmt |
| Program Services | $69,652 | ProgramServicesAmt |
| Management And General | $34,255 | ManagementAndGeneralAmt |
| Fundraising | $57,092 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,945 | TotalAmt |
| Program Services | $13,483 | ProgramServicesAmt |
| Management And General | $8,339 | ManagementAndGeneralAmt |
| Fundraising | $4,123 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,115 | TotalAmt |
| Program Services | $35,556 | ProgramServicesAmt |
| Management And General | $17,433 | ManagementAndGeneralAmt |
| Fundraising | $29,126 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,635 | TotalAmt |
| Program Services | $565,783 | ProgramServicesAmt |
| Management And General | $349,868 | ManagementAndGeneralAmt |
| Fundraising | $172,984 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,745 | TotalAmt |
| Program Services | $106,199 | ProgramServicesAmt |
| Management And General | $400 | ManagementAndGeneralAmt |
| Fundraising | $42,146 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,253 | TotalAmt |
| Program Services | $66,391 | ProgramServicesAmt |
| Management And General | $2,958 | ManagementAndGeneralAmt |
| Fundraising | $12,904 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,682 | TotalAmt |
| Program Services | $81,080 | ProgramServicesAmt |
| Management And General | $40,026 | ManagementAndGeneralAmt |
| Fundraising | $68,576 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,454 | TotalAmt |
| Program Services | $6,933 | ProgramServicesAmt |
| Management And General | $898 | ManagementAndGeneralAmt |
| Fundraising | $4,623 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,149 | TotalAmt |
| Program Services | $67,651 | ProgramServicesAmt |
| Management And General | $34,276 | ManagementAndGeneralAmt |
| Fundraising | $59,222 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,154 | TotalAmt |
| Program Services | $32,646 | ProgramServicesAmt |
| Management And General | $17,262 | ManagementAndGeneralAmt |
| Fundraising | $30,246 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,022 | TotalAmt |
| Program Services | $9,434 | ProgramServicesAmt |
| Management And General | $4,617 | ManagementAndGeneralAmt |
| Fundraising | $7,971 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UW SPONSORED MEETINGS | $92,238 | $36,777 | $3,099 | $52,362 |
| MISCELLANEOUS EXPENSES | $69,042 | $7,525 | $29,901 | $31,616 |
| EQUIPMENT RENTAL & MAIN | $58,040 | $26,397 | $12,094 | $19,549 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,372,800 | TotalAmt |
| Program Services | $9,774,161 | ProgramServicesAmt |
| Management And General | $1,105,133 | ManagementAndGeneralAmt |
| Fundraising | $1,493,506 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,410,003 | BOYAmt |
| EOY | $7,731,957 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,875,958 | BOYAmt |
| EOY | $10,423,767 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,827 | BOYAmt |
| EOY | $240,368 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,021 | BOYAmt |
| EOY | $16,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $664,734 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $588,402 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,401 | BOYAmt |
| EOY | $76,332 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,931,038 | BOYAmt |
| EOY | $18,555,616 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,134 | BOYAmt |
| EOY | $1,020,861 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,740,196 | BOYAmt |
| EOY | $1,621,707 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,232,578 | BOYAmt |
| EOY | $39,687,305 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,021 | BOYAmt |
| EOY | $632,790 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,667 | BOYAmt |
| EOY | $180,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,864,881 | BOYAmt |
| EOY | $2,801,030 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,615,569 | BOYAmt |
| EOY | $3,613,820 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,615,422 | BOYAmt |
| EOY | $9,723,791 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,001,587 | BOYAmt |
| EOY | $26,349,694 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,617,009 | BOYAmt |
| EOY | $36,073,485 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,232,578 | BOYAmt |
| EOY | $39,687,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,278,395 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,552,591 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$374,510 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,544,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,296,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,325,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,775,224 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,524,346 | CurrentTaxYearAmt |
| Total | $63,466,283 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,544,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,296,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,325,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,775,224 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,524,346 | CurrentTaxYearAmt |
| Total | $63,466,283 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,074,551 | SubstantialContributorsTotAmt |
| Public Support Total170 | $57,391,732 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,242,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $579,625 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $693,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $749,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $885,949 | CurrentTaxYearAmt |
| Total | $4,151,048 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,729 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,934 | CurrentTaxYearAmt |
| Total | $78,730 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $67,696,061 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,704,332 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | ADMINISTRATION FEES - 2021 AMOUNT: $ 20,187. 2022 AMOUNT: $ 21,729. 2023 AMOUNT: $ 21,938. 2024 AMOUNT: $ 7,942. 2025 AMOUNT: $ 6,934. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,980,805 | BeginningYearBalanceAmt |
| Contributions | $1,691,906 | ContributionsAmt |
| Investment Earnings Or Losses | $1,922,700 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $348,445 | OtherExpendituresAmt |
| End Year Balance | $15,246,966 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,807,880 | BeginningYearBalanceAmt |
| Contributions | $2,618,074 | ContributionsAmt |
| Investment Earnings Or Losses | $887,891 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $333,040 | OtherExpendituresAmt |
| End Year Balance | $11,980,805 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,769,023 | BeginningYearBalanceAmt |
| Contributions | $61,916 | ContributionsAmt |
| Investment Earnings Or Losses | $1,327,532 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $350,591 | OtherExpendituresAmt |
| End Year Balance | $8,807,880 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,840,583 | BeginningYearBalanceAmt |
| Contributions | $18,662 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,741,710 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $348,512 | OtherExpendituresAmt |
| End Year Balance | $7,769,023 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,104,248 | BeginningYearBalanceAmt |
| Contributions | $12,647 | ContributionsAmt |
| Investment Earnings Or Losses | $1,086,706 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $363,018 | OtherExpendituresAmt |
| End Year Balance | $9,840,583 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16360 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.83640 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,258 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,756 | DepreciationAmt |
| Book Value | $4,502 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $337,817 | OtherCostOrOtherBasisAmt |
| Depreciation | $331,135 | DepreciationAmt |
| Book Value | $6,682 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $304,659 | OtherCostOrOtherBasisAmt |
| Depreciation | $239,511 | DepreciationAmt |
| Book Value | $65,148 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $76,332 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OTHER UNITED WAYS | $279,301 |
| DUE TO DESIGNATED AFFILIATED AGENCIES | $859,584 |
| OPERATING LEASE LIABILITY | $1,662,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,801,030 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,986,065 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,552,591 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $56,129 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$123,973 | OtherRevenueAmt |
| Revenue Not Reported | $1,484,747 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,501,318 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $82,115 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,067,762 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,149,877 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,651,195 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,529,589 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $56,129 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $56,129 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,473,460 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $82,115 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $817,225 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $899,340 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,372,800 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT CONSISTS OF TWENTY-TWO DONOR-RESTRICTED SUB-FUNDS AND ONE BOARD-DESIGNATED SUB-FUND, ALL OF WHICH ARE TO BE HELD INDEFINITELY, WITH THE INCOME EXPENDABLE FOR OPERATIONS AS DIRECTED BY DONORS OR THE BOARD OF DIRECTORS. |
| PART X, LINE 2: | IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS RELATIVE TO UNRELATED BUSINESS INCOME, IF ANY, AS REQUIRED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | TRANSFERS BETWEEN NET ASSET RESTRICTIONS -123,973. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED CONTRIBUTIONS 1,067,762. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED ALLOCATIONS 817,225. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (49 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||||
| 498 BELLEVUE AVENUE | READING | PA | 19605 | 131788491 | 501(C)(3) | $99,876 | $0 | PARTNER AGENCY INVESTMENTS: HEALTH | |
| AMERICAN RED CROSS - PA RIVERS CHAPTER | |||||||||
| 3939 BROADWAY | ALLENTOWN | PA | 18104 | 530196605 | 501(C)(3) | $191,476 | $0 | PARTNER AGENCY INVESTMENTS: DISASTER RESPONSE, VETERANS TRANSPORTATION | |
| BERKS COALITION TO END HOMELESSNESS | |||||||||
| 600 PENN STREET | READING | PA | 19601 | 371575390 | GOVERNMENT | $92,411 | $0 | PARTER AGENCY INVESTMENTS: HOMELESS PREVENTION | |
| BERKS COUNTY INTERMEDIATE UNIT | |||||||||
| 1111 COMMONS BLVD | READING | PA | 19650 | 231740825 | 501(C)(3) | $30,000 | $0 | IMPACT GRANT: HEAD START CLASSROOMS | |
| BERKS ENCORE | |||||||||
| 40 NORTH 9TH STREET | READING | PA | 19601 | 231656050 | 501(C)(3) | $159,424 | $0 | PARTNER AGENCY INVESTMENTS: MEALS ON WHEELS | |
| BIG BROTHERSBIG SISTERS OF BERKS COUNTY | |||||||||
| 303 WINDSOR STREET | READING | PA | 19601 | 236463246 | 501(C)(3) | $274,310 | $0 | PARTNER AGENCY INVESTMENTS: MENTORING PROGRAM | |
| BIRDSBORO COMMUNITY MEMORIAL CENTER | |||||||||
| 201 EAST MAIN STREET | BIRDSBORO | PA | 19508 | 231365317 | 501(C)(3) | $40,002 | $0 | PARTNER AGENCY INVESTMENTS: OUT OF SCHOOL EDUCATION PROGRAMMING | |
| BOYERTOWN AREA MULTI-SERVICE INC | |||||||||
| 200 WEST SPRING STREET | BOYERTOWN | PA | 19512 | 237289405 | 501(C)(3) | $55,733 | $0 | PARTNER AGENCY INVESTMENTS: SUPPORTIVE SERVICES, CASE MANAGEMENT & MEALS ON WHEELS | |
| CASA OF BERKS COUNTY | |||||||||
| 845 N PARK ROAD | WYOMISSING | PA | 19610 | 473440847 | 501(C)(3) | $30,000 | $0 | ONE-TIME INVESTMENT GRANT: ADVOCATE PROGRAM | |
| CATHOLIC CHARITIES DIOCESE OF ALLENTOWN | |||||||||
| 400 WASHINGTON STREET SUITE 100 | READING | PA | 19601 | 231352211 | 501(C)(3) | $52,723 | $0 | PARTNER AGENCY INVESTMENTS: CASE MANAGEMENT/COUNSELING FOR VETERANS & FAMILIES | |
| CENTRO HISPANO DANIEL TORRES INC | |||||||||
| 201 PENN STREET SUITE 101 | READING | PA | 19601 | 232041081 | 501(C)(3) | $276,305 | $0 | PARTNER AGENCY INVESTMENTS: SOCIAL SERVICES, OPENING DOORS; ONE-TIME GRANT: PERSONNEL COSTS | |
| CO-COUNTY WELLNESS SERVICES | |||||||||
| 429 WALNUT STREET | READING | PA | 19601 | 232657264 | 501(C)(3) | $154,478 | $0 | PARTNER AGENCY INVESTMENTS: BERKS TEENS MATTER | |
| COMMUNITIES IN SCHOOLS OF EASTERN PA | |||||||||
| 739 N 12TH STREET | ALLENTOWN | PA | 18102 | 232222874 | 501(C)(3) | $54,373 | $0 | PARTNER AGENCY INVESTMENTS: INTEGRATED STUDENT SUPPORT | |
| COMMUNITY SERVICES FOR CHILDREN | |||||||||
| 1520 HANOVER AVE | ALLENTOWN | PA | 18109 | 232204725 | 501(C)(3) | $170,000 | $0 | PARTNER AGENCY INVESTMENTS: EARLY CHILDHOOD EDUCATION ; RAPID RESPONSE GRANT: CHILDCARE SUBSIDY PROGRAM | |
| CONNECTIONS WORK | |||||||||
| 19TH N 6TH STREET 4TH FLOOR | READING | PA | 19601 | 231969810 | 501(C)(3) | $128,167 | $0 | PARTNER AGENCY INVESTMENTS: WORKING TOWARD CHANGE; ONE-TIME GRANT: REENTRY WORKS | |
| EASTER SEALS EASTERN PENNSYLVANIA | |||||||||
| 1501 LEHIGH STREET SUITE 201 | ALLENTOWN | PA | 18103 | 232823542 | 501(C)(3) | $374,436 | $0 | PARTNER AGENCY INVESTMENTS: PEDIATRIC CLINICS, OUTPATIENT THERAPY, THERAPEUTIC RECREATION | |
| EMERGENCY MEDICAL TRAINING | |||||||||
| 3933 PERKIOMEN AVE | READING | PA | 19606 | 237407937 | 501(C)(3) | $14,066 | $0 | RAPID RESPONSE GRANT: CPR TRAINING RQI PROGRAM | |
| FAMILY GUIDANCE CENTER | |||||||||
| 1235 PENN AVENUE SUITE 205-206 | READING | PA | 19610 | 231679207 | 501(C)(3) | $453,355 | $0 | PARTNER AGENCY INVESTMENTS: COUNSELING | |
| FAMILY PROMISE OF BERKS COUNTY | |||||||||
| 325 N 5TH STREET | READING | PA | 19601 | 204557683 | 501(C)(3) | $42,232 | $0 | PARTNER AGENCY INVESTMENTS; U-TURN | |
| FOUNDATION HOUSING AND SERVICES INC | |||||||||
| 400 HANCOCK BLVD | READING | PA | 19611 | 882819981 | 501(C)(3) | $6,643 | $0 | ONE-TIME GRANT: PROJECT SUCCESS - COMPUTER LITERACY & WORKPLACE READINESS TRAINING | |
| FRIEND INC COMMUNITY SERVICES | |||||||||
| 658D NOBLE STREET | KUTZTOWN | PA | 19530 | 231924643 | 501(C)(3) | $172,441 | $0 | PARTNER AGENCY INVESTMENTS: COMMUNITY RESOURCE CONNECTIONS | |
| GIRL SCOUTS OF EASTERN PENNSYLVANIA | |||||||||
| 330 MANOR ROAD | MIQUON | PA | 19444 | 231352309 | 501(C)(3) | $133,274 | $0 | PARTNER AGENCY INVESTMENTS: OUTREACH TO AT-RISK GIRLS | |
| GREATER READING MENTAL HEALTH ALLIANCE | |||||||||
| 1234 PENN AVENUE | WYOMISSING | PA | 19610 | 231522636 | 501(C)(3) | $139,812 | $0 | PARTNER AGENCY INVESTMENTS: ADVOCACY & SUPPORT GROUPS | |
| HABITAT FOR HUMANITY OF BERKS COUNTY | |||||||||
| 201 WASHINGTON STREET SUITES | READING | PA | 19601 | 232500851 | 501(C)(3) | $128,726 | $0 | PARTNER AGENCY INVESTMENTS: HOME OWNERSHIP OPPORTUNITIES FOR MODERATE INCOME FAMILIES; ONE-TIME GRANT: BLIGHTED PROPERTIES | 329-330 |
| HELPING HARVEST | |||||||||
| 117 MORGAN DRIVE | READING | PA | 19608 | 222456238 | 501(C)(3) | $73,349 | $0 | PARTNER AGENCY INVESTMENTS; FOOD ACCESS & DISTRIBUTION | |
| JEWISH FEDERATION OF READING PA | |||||||||
| 1100 BERKSHIRE BOULEVARD SUITE 125 | WYOMISSING | PA | 19610 | 231728784 | 501(C)(3) | $77,654 | $0 | PARTNER AGENCY INVESTMENTS: FOOD BANK,SUPPORTIVE SERVICES | |
| LITERACY COUNCIL OF READING-BERKS | |||||||||
| 35 SOUTH DWIGHT STREET | WEST LAWN | PA | 19609 | 232004957 | 501(C)(3) | $124,266 | $0 | PARTNER AGENCY INVESTMENTS: ENGLISH FORWARD; LITERACY TRAINING & ESL | |
| MANUFACTURERS RESOURCE CENTER | |||||||||
| 7200A WINDSOR DRIVE | ALLENTOWN | PA | 18106 | 232514764 | 501(C)(3) | $8,000 | $0 | ONE-TIME INVESTMENT GRANT: PA DREAM TEAM BERKS | |
| MARY'S SHELTER | |||||||||
| 615 KENHORST BLVD | READING | PA | 19611 | 232722494 | 501(C)(3) | $55,750 | $0 | PARTNER AGENCY INVESTMENTS: SHELTER SERVICES PROGRAM; RAPID RESPONSE GRANT: YOUTH RAPID REHOUSING PROGRAM | |
| MIDPENN LEGAL SERVICES | |||||||||
| 213-A NORTH FRONT STREET | HARRISBURG | PA | 17101 | 237101191 | 501(C)(3) | $82,425 | $0 | PARTNER AGENCY INVESTMENTS: LEGAL REPRESENTATION FOR BASIC NEEDS | |
| NEW JOURNEY COMMUNITY OUTREACH INC | |||||||||
| 138 S 6TH STREET | READING | PA | 19602 | 463623955 | 501(C)(3) | $77,982 | $0 | PARTNER AGENCY INVESTMENTS: SOUP KITCHEN & FOOD PANTRY; RAPID RESPONSE GRANT: CODE BLUE WARMING CENTER | |
| OLIVET BOYS & GIRLS CLUB OF READING & BERKS COUNTY | |||||||||
| 1161 PERSHING BOULEVARD | READING | PA | 19611 | 231365380 | 501(C)(3) | $1,037,874 | $0 | PARTNER AGENCY INVESTMENTS: COMPREHENSIVE YOUTH DEVELOPMENT; RAPID RESPONSE GRANT: BUILDING REPAIRS | |
| OPPORTUNITY HOUSE | |||||||||
| 430 NORTH SECOND STREET | READING | PA | 19601 | 232543677 | 501(C)(3) | $329,076 | $0 | PARTNER AGENCY INVESTMENTS: CHILDCARE, EMERGENCY SHELTER; RAPID RESPONSE GRANT: CODE BLUE PROGRAM; ONE-TIME GRANT: PATTON AVE LEARNING CENTER, SUMMER READING | |
| READING AREA COMMUNITY COLLEGE | |||||||||
| 10 SOUTH SECOND STREET PO BOX 1706 | READING | PA | 19603 | 231745816 | GOVERNMENT | $80,604 | $0 | PARTNER AGENCY INVESTMENTS: BILINGUAL ESL PROGRAM | |
| READING HOSPITALTOWER HEALTH | |||||||||
| 420 S 5TH AVENUE | WEST READING | PA | 19611 | 231352204 | 501(C)(3) | $50,002 | $0 | PARTNER AGENCY INVESTMENTS: STREET MEDICINE | |
| READING PUBLIC LIBRARY | |||||||||
| 100 SOUTH FIFTH STREET | READING | PA | 19602 | 231628407 | 501(C)(3) | $25,000 | $0 | ONE-TIME GRANT: EARLY LITERACY PROGRAM | |
| READING SCHOOL DISTRICT | |||||||||
| 800 WASHINGTON STREET | READING | PA | 19601 | 236004134 | GOVERNMENT | $20,000 | $0 | READY SET READ SUMMER LEARNING GRANTS: SUMMER GRANT PROGRAMS | |
| SAFE BERKS | |||||||||
| 255 CHESTNUT ST | READING | PA | 19602 | 232087191 | 501(C)(3) | $216,568 | $0 | PARTNER AGENCY INVESTMENTS: CRISIS SERVICES; RAPID RESPONSE GRANT: CRISIS SERVICES PROGRAM | |
| SALVATION ARMY SERVICE EXTENSION UNITS | |||||||||
| 701 BROAD STREET | PHILADELPHIA | PA | 19123 | 135562351 | 501(C)(3) | $49,368 | $0 | PARTNER AGENCY INVESTMENTS: COMMUNITY WELFARE | |
| SCOUTING AMERICA HAWK MOUNTAIN COUNCIL | |||||||||
| 5027 POTTSVILLE PIKE | READING | PA | 19605 | 231352047 | 501(C)(3) | $307,956 | $0 | PARTNER AGENCY INVESTMENTS: TRADITIONAL & URBAN SCOUTING | |
| SERVICE ACCESS MANAGEMENT | |||||||||
| 19TH N 6TH STREET | READING | PA | 19601 | 232897133 | 501(C)(3) | $15,000 | $0 | RAPID RESPONSE GRANT: TENANT-BASED RENTAL ASSISTANCE PROGRAM | |
| THE OUTREACH PROGRAM | |||||||||
| 301 CENTER STREET | UNION | IA | 50258 | 200636360 | 501(C)(3) | $161,172 | $0 | ONE-TIME INVESTMENT GRANT: FOOD INSECURITY | |
| THE SALVATION ARMY OF READING CORPS | |||||||||
| PO BOX 1099 | READING | PA | 19602 | 135562351 | 501(C)(3) | $274,383 | $0 | PARTNER AGENCY INVESTMENTS: LEARNING CENTER, SUPPORTIVE HOUSING, FAMILY SERVICES | |
| THRESHOLD REHABILITATION SERVICES INC | |||||||||
| 1000 LANCASTER AVENUE | READING | PA | 19607 | 231681448 | 501(C)(3) | $138,081 | $0 | PARTNER AGENCY INVESTMENTS: EMPLOYMENT SERVICES | |
| TOWER HEALTH AT HOME BERKS | |||||||||
| 1170 BERKSHIRE BOULEVARD | WYOMISSING | PA | 19610 | 231466250 | 501(C)(3) | $346,704 | $0 | PARTNER AGENCY INVESTMENTS: SKILLED NURSING & RELATED SERVICES | |
| UNITED COMMUNITY SERVICES | |||||||||
| 1251 NORTH FRONT STREET | READING | PA | 19601 | 232962223 | 501(C)(3) | $98,917 | $0 | PARTNER AGENCY INVESTMENTS: CASE MANAGEMENT FOR WORKING FAMILIES | |
| UNITED WAY OF LANCASTER COUNTY | |||||||||
| 1910 HARRINGTON DR SUITE A | LANCASTER | PA | 17601 | 231352093 | 501(C)(3) | $110,000 | $0 | SUBCONTRACTED & RAPID RESPONSE GRANTS: PA 211 CALL CENTER | |
| YMCA OF READING & BERKS COUNTY | |||||||||
| 631 WASHINGTON STREET | READING | PA | 19603 | 231244009 | 501(C)(3) | $511,165 | $0 | PARTNER AGENCY INVESTMENTS: CHILD CARE/HEALTHY YOUTH, TRANSITIONAL HOUSING, PARENTING PATHWAYS | |
| YOCUM INSTITUTE FOR ARTS EDUCATION | |||||||||
| 3000 PENN AVE | WYOMISSING | PA | 19609 | 231365985 | 501(C)(3) | $25,000 | $0 | SUBCONTRACTED GRANTS: NEIGHBORHOOD BRIDGES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 49 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UNITED WAY JUDICIOUSLY DISTRIBUTES DOLLARS DONATED IN SUPPORT OF THE COMMUNITY'S HEALTH AND HUMAN SERVICES NEEDS, PRIMARILY TO AND THROUGH THE PARTNER AGENCIES. ALSO INCLUDED IS THE DAY-TO-DAY SUPPORT AND ASSISTANCE PROVIDED TO THE PARTNER AGENCIES THROUGH SPECIAL AND ROUTINE AGENCY RELATIONS' ACTIVITIES. IN 2025, WE ALLOCATED FUNDS TO 33 AGENCY AND 5 CONTRACTED PARTNERS, SUPPORTING OVER 50 PROGRAMS AND SERVICES. IN TOTAL, MORE THAN 190,000 BERKS COUNTIANS RECEIVED UNITED WAY-FUNDED SERVICES. UNITED WAY CONTINUES ITS EMPHASIS ON COMPLIANCE AND ACCOUNTABILITY PROCEDURES TO ENSURE THE EFFECTIVE AND EFFICIENT OPERATION OF UNITED WAY PARTNER PROGRAMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TAMMY L WHITE | ||||||||||||||
| PRESIDENT | $171,295 | $0 | $10,000 | $0 | $16,897 | $0 | $9,065 | $0 | $8,617 | $0 | $215,874 | $0 | $0 | $0 |
| MONICA RUANO-WENRICH | ||||||||||||||
| SR VP FINANCE & ADMIN | $125,039 | $0 | $6,500 | $0 | $1,000 | $0 | $6,577 | $0 | $17,797 | $0 | $156,913 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | EXECUTIVE COMPENSATION PROCEDURES: UNITED WAY OF BERKS COUNTY'S PRIMARY OBJECTIVE IS TO PROVIDE A REASONABLE AND COMPETITIVE EXECUTIVE COMPENSATION OPPORTUNITY CONSISTENT WITH COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILLS NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE ORGANIZATION'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO: - ENCOURAGE THE ATTRACTION AND RETENTION OF A HIGH CALIBER EXECUTIVE - REINFORCE THE GOALS FOR THE ORGANIZATION BY SUPPORTING TEAMWORK AND COLLABORATION - ENSURE THAT PAY IS PERCEIVED TO BE FAIR AND EQUITABLE - BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS - ENSURE THAT THE PROGRAM IS EASY TO EXPLAIN, UNDERSTAND AND ADMINISTER - BALANCE THE NEED TO BE COMPETITIVE WITH THE LIMITS OF AVAILABLE FINANCIAL RESOURCES THE CHAIRPERSON OF THE BOARD LEADS THE BOARD OF DIRECTORS IN THE EVALUATION OF THE PRESIDENT'S PERFORMANCE ON AN ANNUAL BASIS. THE PRESIDENT PRESENTS TO THE CHAIRPERSON INFORMATION ON THE ACCOMPLISHMENTS OF THE ORGANIZATION AND ITS PROGRESS TOWARD ACHIEVING THE GOALS OUTLINED IN THE STRATEGIC PLAN, THE FULFILLMENT OF HIS/HER DUTIES AND RESPONSIBILITIES AS OUTLINED IN THE POSITION DESCRIPTION, AND THE MANNER IN WHICH THE CHALLENGES OF THE ORGANIZATION HAVE BEEN ADDRESSED AND THE OPPORTUNITIES TAKEN. THE PRESIDENT ALSO DEFINES AND DISCUSSES CURRENT AND FUTURE ORGANIZATIONAL CHALLENGES AND OPPORTUNITIES. THIS INFORMATION IS SHARED WITH THE BOARD OF DIRECTORS. IN ADDITION TO THE ANNUAL REVIEW, A PRESIDENT'S EVALUATION SURVEY IS CONDUCTED ON A BIENNIAL BASIS WITH FULL BOARD PARTICIPATION, THE RESULTS OF WHICH ARE COMPILED AND ANALYZED BY A THIRD-PARTY PROVIDER HAVING NO VESTED INTEREST IN THE OUTCOME OF THIS PROCESS. A FORMAL REPORT IS PRESENTED BY THE PROVIDER FIRST TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR INITIAL DISCUSSION, THEN TO THE FULL BOARD OF DIRECTORS AS PART OF AN EXECUTIVE SESSION. FOLLOWING THIS SESSION, THE CHAIRPERSON MEETS WITH THE PRESIDENT AND SHARES THE RESULTS OF THE GROUP EVALUATION AS WELL AS ANY GOALS OR SUGGESTIONS THE BOARD HAS RELATIVE TO THE INFORMATION PRESENTED AND THE FUTURE DIRECTION OF THE ORGANIZATION. THE CHAIRPERSON OF THE BOARD COMMUNICATES THE RESULTS OF THE ASSESSMENT VERBALLY TO THE PRESIDENT AND THE INFORMATION IS CAPTURED THROUGH THE MINUTES OF THE EXECUTIVE SESSIONS FOR EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS. THE RESULTS OF THE ASSESSMENT ARE INCLUDED IN THE PRESIDENT'S PERSONNEL FILE. THE LEVEL AND FORM OF COMPENSATION IS DETERMINED FOLLOWING A REVIEW OF LOCAL COMPENSATION LEVELS OF CEO'S OF ORGANIZATIONS OF SIMILAR SIZE AND SCOPE, AS WELL AS THE COMPENSATION LEVELS OF CEO'S OF UNITED WAY ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. WHILE UNITED WAY FOCUSES ON OTHER UNITED WAYS AND NONPROFITS TO BENCHMARK COMPENSATION, THE ORGANIZATION UNDERSTANDS THAT THE MARKET FOR EXECUTIVE TALENT MAY BE BROADER THAN THE GROUP OF CHARITIES. MARKET INFORMATION FROM ADDITIONAL MARKET SEGMENTS AND PUBLISHED NOT-FOR-PROFIT COMPENSATION SURVEYS, MAY BE USED AS A SUPPLEMENT. THE PRESIDENT'S ANNUAL COMPENSATION IS COMMUNICATED BOTH VERBALLY AND IN WRITING TO THE PRESIDENT AND IS INCLUDED IN HIS/HER PERSONNEL FILE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $743,190 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | -- SCOUTING AMERICA HAWK MOUNTAIN COUNCIL, URBAN SCOUTING: SCOUTREACH IS THE HAWK MOUNTAIN COUNCIL'S COMMITMENT TO ENSURING ALL YOUNG PEOPLE HAVE AN OPPORTUNITY TO JOIN SCOUTING, REGARDLESS OF THEIR CIRCUMSTANCES, NEIGHBORHOOD, OR CULTURAL BACKGROUND. SCOUTREACH IS THE SAME PROGRAM AS SCOUTING IN ANY OTHER AREA BUT IS TYPICALLY AN AFTER-SCHOOL PROGRAM THAT PROVIDES AN ADDITIONAL EMPHASIS ON SPECIAL NEEDS OF PARTICIPANTS, SUCH AS PARENTAL INVOLVEMENT, FINANCIAL ABILITY, ACADEMIC PERFORMANCE, ACCESS TO TECHNOLOGY, AND CULTURAL AND LANGUAGE DIFFERENCES. -- OLIVET BOYS AND GIRLS CLUB OF READING AND BERKS COUNTY, COMPREHENSIVE YOUTH DEVELOPMENT: DURING THE SCHOOL YEAR, KIDS ATTEND THEIR CLUBS MONDAY THROUGH FRIDAY AND PARTICIPATE IN MANY ACTIVITIES AND PROGRAMS THAT ENRICH THEIR LIVES AND HELP MAKE THEM SUCCESSFUL STUDENTS, ATHLETES, AND CITIZENS. MEMBERS AGES 6-12 PARTICIPATE FROM 2:30-6 P.M. MEMBERS 13 AND OLDER UTILIZE THE CLUBS FROM 6-9 P.M. THESE PROGRAMS INCLUDE TUTORING, ARTS AND CRAFTS, SPORTS AND RECREATION, COMPUTER AND TECHNOLOGY, LEADERSHIP AND CHARACTER BUILDING, COLLEGE ACCESS AND CAREER DEVELOPMENT, AND VISUAL AND PERFORMING ARTS. -- THE SALVATION ARMY READING CORPS LEARNING CENTER: AN AFTER-SCHOOL PROGRAM IS AVAILABLE FOR CHILDREN IN THE SOUTH OF PENN NEIGHBORHOOD, WHERE THERE ARE LIMITED OPPORTUNITIES FOR YOUTH. CHILDREN ARE ABLE TO ATTEND RIGHT AFTER SCHOOL UNTIL 5 P.M. THEY ARE PROVIDED SNACKS, RECEIVE TUTORING, HELP WITH HOMEWORK ASSIGNMENTS, CAN PARTICIPATE IN ARTS AND CRAFTS, PLAY GAMES IN THE GYM, READ BOOKS, WORK OUT, COMPLETE PUZZLES, AND HAVE DINNER BEFORE HEADING HOME. EDUCATIONAL CASE MANAGEMENT - COMMUNITY-LEVEL OUTCOME: INDIVIDUALS RECEIVE CASE MANAGEMENT TO IMPROVE THEIR LIVES. -- COMMUNITIES IN SCHOOLS (CIS), INTEGRATED STUDENT SUPPORT: THE CIS MODEL OF INTEGRATED STUDENT SUPPORT OPERATES THROUGH THE COORDINATION AND DELIVERY OF SCHOOL-WIDE SUPPORTS, GROUP-LEVEL SUPPORTS, AND INDIVIDUALIZED SUPPORTS FOCUSING ON IMPROVING ATTENDANCE, BEHAVIOR, AND ACADEMIC PERFORMANCE. AT THE READING INTERMEDIATE HIGH SCHOOL, CIS IS WORKING TO ESTABLISH AND STRENGTHEN RELATIONSHIPS WITH STUDENTS, FAMILIES, SCHOOL DISTRICT STAFF, AND COMMUNITY PARTNERS. LITERACY - COMMUNITY-LEVEL OUTCOME: STUDENTS IMPROVE MEANING-BASED LITERACY SKILLS. MEANING-BASED SKILLS INCLUDE ORAL LANGUAGE (VOCABULARY AND WORD KNOWLEDGE), TEXT CHARACTERISTICS, UNDERSTANDING OF PURPOSE, INTEREST, MOTIVATION, AND RELEVANT BACKGROUND KNOWLEDGE. READY.SET.READ! THIRD GRADE READING PROFICIENCY IS A KEY INDICATOR OF FUTURE SUCCESS, YET RECENT PSSA SCORES SHOW THAT A HIGH PERCENT OF THIRD GRADERS IN BERKS COUNTY FALL SHORT OF BEING PROFICIENT. LAUNCHED IN 2012, READY.SET.READ! (RSR) IS A COLLABORATION AMONG UNITED WAY OF BERKS COUNTY, THE EDUCATIONAL AND BUSINESS COMMUNITIES, AND COMMUNITY ORGANIZATIONS WORKING TO IMPROVE READING PROFICIENCY FOR STUDENTS BY THE END OF THIRD GRADE. THE COLLECTIVE WORK FOCUSES ON FOUR KEY STRATEGIES: IMPLEMENT SCHOOL-READINESS ACTIVITIES FOR PRE-SCHOOL CHILDREN TO SUPPORT LANGUAGE AND PRE-LITERACY DEVELOPMENT IN YOUNG CHILDREN, CONNECT TUTORS WITH EARLY GRADE STUDENTS NEEDING SUPPLEMENTAL INSTRUCTION, ENGAGE PARENTS TO PROMOTE LITERACY, AND MOBILIZE THE COMMUNITY AROUND THIS WORK. RSR 2025 PROGRAM OVERVIEW: - STAR READERS: IN THE 2024-2025 SCHOOL YEAR, STAR READERS PROVIDED TUTORING TO 25 ELEMENTARY SCHOOLS IN 9 SCHOOL DISTRICTS AND WAS DELIVERED BY 252 VOLUNTEER TUTORS SERVING 237 STUDENTS IN FIRST AND SECOND GRADES ONE DAY PER WEEK WITH ONE HOUR TUTORING SESSIONS. - GROWING READERS: PRIMARILY LATINO-OWNED CHILDCARE CENTERS IN THE CITY OF READING RECEIVE COACHING AND MENTORING SERVICES ALONG WITH CURRICULUM SUPPORT TO ENHANCE LITERACY DEVELOPMENT FOR THEIR STUDENTS. GROWING READERS ALSO OFFERS A PROFESSIONAL DEVELOPMENT PROGRAM TO ASSIST CHILDCARE TEACHERS IN OBTAINING THEIR CHILD DEVELOPMENT ASSOCIATE CREDENTIAL (CDA) THROUGH A PARTNERSHIP WITH READING AREA COMMUNITY COLLEGE. IN 2025, 14 CANDIDATES COMPLETED THE EDUCATION PORTION OF THE PROGRAM. ADDITIONALLY, SIX OTHER STUDENTS COMPLETED 50% OF PROGRAM REQUIREMENTS (ONE CLASS AND THE CDA APPLICATION PROCESS REMAIN TO BE COMPLETED IN 2026). UWBC WORKED WITH CANDIDATES FROM 15 CENTERS. COACHING AND MODELING WAS DELIVERED IN TWO CENTERS IN 2025, PATTON AVENUE LEARNING CENTER AND LITTLE HAVEN. ALL TEACHERS WERE EVALUATED (PRE AND POST) USING THE EARLY LANGUAGE AND LITERACY CLASSROOM OBERSVATION (ELLCO) FOR PRESCHOOL AND THE CIRCLE CLASSROOM OBSERVATION FOR INFANT TODDLERS. IN 2025, THERE WERE THREE CENTERS THAT ACHIEVED A STAR 4 RATING (BABIES N MOTION, DAISY DAYCARE SPRING ST, AND DAISY DAY CARE CENTER 5TH ST.) AS A RESULT OF UNITED WAY INTERVENTIONS. THERE WERE 801 CHILDREN SERVED DIRECTLY FOR GROWING READERS, RESULTING FROM PROFESSIONAL DEVELOPMENT OF THE TEACHERS IN 2025. - READ WITH ME IS A WEEKLY BOOK BORROWING PROGRAM THAT PROMOTES HOME BOOK READING ROUTINES IN FOUR EARLY LEARNING PROGRAMS IN A TOTAL OF 10 PRESCHOOL/PRE-KINDERGARTEN CLASSROOMS AND 3 INFANT/TODDLER CLASSROOMS. STAFF AT THE PARTNER PROGRAMS ASSIST WITH THE IMPLEMENTATION OF THIS PROGRAM, REVIEWING AND ROTATING THE BOOK BAGS ON A WEEKLY BASIS; WITH 230 CHILDREN/FAMILIES PARTICIPATING IN THE PROGRAM. - REACH OUT AND READ INCORPORATES EARLY LITERACY INTO PEDIATRIC PRACTICES, PROVIDING PARENTS CHILDREN'S BOOKS TO HELP PREPARE THEIR CHILDREN TO LEARN AND READ. BOOKS ARE DISTRIBUTED TO PEDIATRIC PRACTICES THROUGHOUT THE YEAR. - SUMMER LEARNING GRANTS: THIS COMPETITIVE GRANT IS OPEN TO SCHOOLS AND ORGANIZATIONS SERVING BERKS COUNTY STUDENTS. THE GRANT PROVIDES UP TO $5,000 IN SUPPORT OF SUMMER LEARNING PROGRAMMING. IN 2025, 12 SUMMER PROGRAMS RECEIVED GRANTS TOTALING $51,300. THESE SUMMER PROGRAMS PROVIDED OVER 2,400 CHILDREN WITH AN OPPORTUNITY TO MITIGATE SUMMER LEARNING LOSS. - READ ALLIANCE IS A DUAL IMPACT PROGRAM TRAINING HIGH SCHOOL STUDENTS TO TUTOR FIRST GRADERS STRUGGLING WITH READING. THE PROGRAM WAS PILOTED DURING THE 2021-22 SCHOOL YEAR WITH ONE READING SCHOOL DISTRICT ELEMENTARY SCHOOL. IN THE 2024-2025, THE PROGRAM WAS DELIVERED IN NINE READING SCHOOL DISTRICT ELEMENTARY SCHOOLS. THERE WERE 214 EARLY ELEMENTARY STUDENTS IN THE PROGRAM WORKING WITH 144 TEEN TUTORS. ALL ELEMENTARY STUDENTS DEMONSTRATED READING GROWTH AND 70 PERCENT OF THEM MET THEIR READING GOAL. THE STUDENTS GREW SOCIALLY AS WELL AS ACADEMICALLY. THEY IMPROVED THEIR READING SKILLS WHILE CREATING BONDS WITH THEIR PEERS AND TEENS IN THE PROGRAM. FOR MANY OF THE TEENS, THIS WAS THEIR FIRST PAID WORK EXPERIENCE AND PROVIDED THEM WITH THE OPPORTUNITY TO LEARN FIRST-HAND WHAT A CAREER IN EDUCATION COULD BE LIKE. THE PROGRAM RAN FOR 15-25 WEEKS DEPENDING ON THE SCHOOL BUILDING, TUESDAY THROUGH THURSDAY, FROM 3:00-4:30 P.M. COMMUNITY COLLABORATION GREATER READING THRIVING TOGETHER (PREVIOUSLY THE HARWOOD INITIATIVE) SINCE JUNE 2022, UNITED WAY OF BERKS COUNTY HAS BEEN INVOLVED WITH THE HARWOOD INITIATIVE, FOCUSED ON SPURRING EDUCATION AND COMMUNITY TRANSFORMATION IN READING, PA. BASED ON THE READING THRIVING, TOGETHER REPORT THREE MAIN FOCUSES WERE IDENTIFIED AS AREAS TO ADDRESS: EARLY CHILDHOOD EDUCATION (ECE), ESL, AND AFTER SCHOOL PROGRAMS. THREE TEAMS WERE FORMED - ONE FOR EACH OF THESE AREAS - AND HAVE BEEN DOING WORK ON THEIR RESPECTIVE AREA. UNITED WAY LEADS THE EARLY CHILDHOOD EDUCATION (ECE) TEAM, WHOSE FOCUS IS HELPING TO BUILD AWARENESS FOR PARENTS/CAREGIVERS ABOUT THE IMPORTANCE OF A CHILD'S FIRST FIVE YEARS OF DEVELOPMENT, WHILE ENGAGING AND CONNECTING THEM WITH EXPERIENCES AND ACTIVITIES FOR LITTLES ONES TO ASSIST WITH BRAIN DEVELOPMENT. THIS HELPS SET CHILDREN UP FOR SUCCESS WHEN ENTERING SCHOOL. IN 2025, THE INITIATIVE REBRANDED TO REFLECT THE OWNERSHIP THAT THE GREATER READING COMMUNITY WAS TAKING TO KEEP THE MOMENTUM MOVING FORWARD. THE EARLY CHILDHOOD EDUCATION TEAM CONTINUED TO ENGAGE FAMILIES AND STAKEHOLDERS IN CONVERSATIONS REGARDING THE NORTHEAST DOOR TO DOOR SURVEY. A RESULT OF THE SURVEY WAS A DESIRE TO SEE MORE OPPORTUNITIES AND ACTIVITIES FOR CHILDREN 0-5, IN PARTICULAR THERE WAS INTEREST IN MUSIC CLASSES. THE ECE TEAM CONNECTED WITH A MUSIC PROGRAM TARGETING THOSE CHILDREN 0-5 YEARS OLD AND THEIR FAMILIES. A DEMONSTRATION WAS HELD IN THE LOCAL LIBRARY FOR FAMILIES WITH A GOAL TO HAVE THE FULL TEN WEEK PROGRAM LAUNCHED IN 2026. BUILD STABILITY: CREATING PATHWAYS TO FINANCIAL SECURITY AND INDEPENDENCE UNITED WAY OF BERKS COUNTY IS COMMITTED TO EFFORTS THAT HELP INDIVIDUALS AND FAMILIES ACCESS STABLE HOUSING, GAIN JOB SKILLS AND BUILD FINANCIAL LITERACY SO THEY HAVE INCREASED OPPORTUNITIES TO ACHIEVE LONG-TERM FINANCIAL STABILITY, BENEFITING 2200 BERKS RESIDENTS IN 2025. THIS IS ACCOMPLISHED THROUGH FUNDING PROGRAMS WITH OUR AGENCY PARTNERS, IN ADDITION TO PROVIDING SPECIAL GRANTS FOR OTHER ORGANIZATIONS HELPING PEOPLE TO ATTAIN FINANCIAL INDEPENDENCE IN DIFFERENT WAYS. |
| FORM 990, PART III, LINE 4A | AFFORDABLE HOUSING - COMMUNITY-LEVEL OUTCOME: INDIVIDUALS HAVE ACCESS TO SAFE AND AFFORDABLE HOUSING. -- HABITAT FOR HUMANITY OF BERKS COUNTY, INC., HOME OWNERSHIP OPPORTUNITIES FOR MODERATE INCOME FAMILIES: HABITAT FOR HUMANITY BUILDS, RENOVATES, AND REPAIRS HOMES USING VOLUNTEER LABOR AND DONATIONS TO PROVIDE SAFE, AFFORDABLE HOUSING FOR LOW-INCOME FAMILIES. RECIPIENTS OF HOMES INVEST THEIR OWN LABOR, CALLED "SWEAT EQUITY", INTO THE BUILDING/RENOVATION, AND PURCHASE THE HOME THROUGH AN AFFORDABLE FINANCING PROGRAM. -- MIDPENN LEGAL SERVICES HANDLES LANDLORD/TENANT ISSUES, MORTGAGE FORECLOSURE, PUBLIC HOUSING AND OTHER ISSUES AFFECTING LOW-INCOME RESIDENTS, RENTERS, AND HOMEOWNERS. THEY REPRESENTED CLIENTS TO RESOLVE THEIR HOUSING ISSUE WITH A POSITIVE RESULT OF PRESERVING THEIR HOUSING. - COMMUNITY-LEVEL OUTCOME: INDIVIDUALS HAVE ACCESS TO TRANSITIONAL OR PERMANENT SUPPORTIVE HOUSING. -- THE SALVATION ARMY READING CORPS, PERMANENT SUPPORTIVE HOUSING: SUPPORTIVE HOUSING PROGRAM OFFERS PERMANENT HOUSING TO CHRONICALLY HOMELESS AND DISABLED ADULTS AND FAMILIES. THE PROGRAM INCLUDES RENTAL ASSISTANCE, LANDLORD RELATIONS, LIFE SKILLS TRAINING, MONITORING OF BOTH FISCAL (BUDGET) AND PHYSICAL/MENTAL HEALTH ISSUES, CONNECTION WITH THE SALVATION ARMY'S FAMILY SERVICES PROGRAM, AND OTHER COMMUNITY PROGRAMS. SKILLED CASEWORKERS DEVELOP AND MONITOR A 12-POINT ENCOURAGEMENT PLAN FOR EACH INDIVIDUAL AND FAMILY. -- YMCA OF READING & BERKS COUNTY, TRANSITIONAL HOUSING: INDIVIDUALS WHO ARE EXPERIENCING HOMELESSNESS, CHEMICAL DEPENDENCY, MENTAL HEALTH ISSUES, AND SOCIAL SERVICE NEEDS IN BERKS COUNTY HAVE A SAFE AND SECURE PLACE TO STAY. THE TRANSITIONAL LIVING PROGRAMS PROVIDE INTENSIVE CASE MANAGEMENT SERVICES AND SUPPORTIVE RESOURCE CONNECTIONS TO ADDRESS AND RESOLVE THE ROOT CAUSES OF HOMELESSNESS, CHEMICAL DEPENDENCY, MENTAL HEALTH, AND OTHER SOCIAL SERVICE NEEDS. EMPLOYMENT/JOB SKILLS - COMMUNITY-LEVEL OUTCOME: UNEMPLOYED AND UNDEREMPLOYED INDIVIDUALS PARTICIPATE IN JOB PREPAREDNESS AND SOFT SKILLS TRAINING, AND RECEIVE SUPPORT TO BETTER CONNECT THEM WITH, AND HELP MAINTAIN, EMPLOYMENT. -- THRESHOLD REHABILITATION SERVICES, INC., BERKS PERSONNEL NETWORK: PROVIDES COMPREHENSIVE EMPLOYMENT SERVICES DESIGNED TO SUPPORT AND EMPOWER PEOPLE WITH DISABILITIES TO OBTAIN AND MAINTAIN COMPETITIVE EMPLOYMENT IN THE COMMUNITY. THE SERVICES ARE INDIVIDUALLY TAILORED TO MEET EACH PERSON'S AREAS OF NEED. ACTIVITIES MAY INCLUDE CAREER EXPLORATION, RESUME AND EMPLOYMENT APPLICATION SUPPORT, JOB INTERVIEW SUPPORT, ADVOCACY, TRANSPORTATION TRAINING, JOB DEVELOPMENT AND PLACEMENT, ON-THE-JOB TRAINING, SERVICE COORDINATION, AND FOLLOW-UP SUPPORT. -- CONNECTIONS WORKS, WORKING TOWARD CHANGE: ALL NEW ADMISSIONS TO THE BERKS COUNTY JAIL SYSTEM (BCJS) UNDERGO ASSESSMENT USING THE ORAS-PIT, A VALIDATED RISK EVALUATION TOOL. THOSE WHO SCORE MODERATE OR HIGH ARE REFERRED TO THE WORKING TOWARD CHANGE (WTC) PROGRAM. CONNECTIONS WORK STAFF THAN APPLY ADDITIONAL ELIGIBILITY CRITERIA TO REFINE THESE REFERRALS. ELIGIBLE PARTICIPANTS MEET WITH A CASE MANAGER (CM), WHO CONDUCTS A BARRIERS AND BASIC NEEDS ASSESSMENT (BBNA). TOGETHER, THE BBNA AND ORAS-PIT HELP IDENTIFY THE PARTICIPANT'S CRIMINOGENIC NEEDS. BASED ON THESE INSIGHTS, THE CM COLLABORATES WITH THE PARTICIPANT TO DEVELOP AN EVIDENCE-BASED CASE PLAN, SETTING CLEAR GOALS AND OBJECTIVES TO ADDRESS THEIR SPECIFIC NEEDS. THESE CASE PLANS ARE REGULARLY REVIEWED AND ADJUSTED TO ENSURE PROGRESS AND MEANINGFUL CHANGE. -- FAMILY PROMISE OF BERKS COUNTY, INC. U-TURN PROGRAM SERVES UNACCOMPANIED, HOMELESS, AND AT-RISK YOUTH. FAMILY PROMISE WORKS WITH PROGRAM PARTICIPANTS WHO ARE ACTIVELY SEEKING EMPLOYMENT TO ASSIST WITH EMPLOYMENT SEARCHES AND INTERVIEW PREPARATION. |
| FORM 990, PART III, LINE 4A | - COMMUNITY-LEVEL OUTCOME: INDIVIDUALS IMPROVE LITERACY AND ENGLISH LANGUAGE SKILLS. -- LITERACY COUNCIL OF READING-BERKS, LITERACY TRAINING AND ESL: ONE-ON-ONE TUTORING MATCHES ADULTS WITH A TRAINED VOLUNTEER TUTOR TO WORK ON THE BASIC SKILLS NEEDED TO GET OR RETAIN A JOB OR ENTER POST-SECONDARY EDUCATION. ESL CLASSES AND ENGLISH-LANGUAGE CIVICS CLASS ARE CONDUCTED WEEKLY, RANGING FROM THE BEGINNING LEVEL TO HIGH ADVANCED LEVEL. CLASSES HELP ADULTS LEARN TO SPEAK, READ, AND WRITE ENGLISH AND PREPARE THEM FOR SUCCESSFUL CAREERS. THEY ALSO OFFER CITIZENSHIP PREPARATION CLASSES, A WORKFORCE DEVELOPMENT PROGRAM, HIGH SCHOOL EQUIVALENCY CERTIFICATION CLASSES, AND MORE. -- LITERACY COUNCIL OF READING-BERKS, ENGLISH FORWARD: INCREASES ACCESS TO ESL CLASSES IN BERKS COUNTY AND IMPROVES THE QUALITY OF ESL INSTRUCTION IN ADULT CLASSROOMS THROUGH INSTRUCTOR TRAINING AND SUPPORT, CLASSROOM RESOURCE DEVELOPMENT, AND TECHNICAL ASSISTANCE. ONCE INSTRUCTORS COMPLETE THE 11-HOUR INSTRUCTOR TRAINING, THEY CAN BEGIN THEIR OWN ESL PROGRAMS. THE COUNCIL PROVIDES CONTINUED LEARNING OPPORTUNITIES FOR INSTRUCTORS TO ENSURE THE QUALITY OF ADULT INSTRUCTION ACROSS ALL ESL PROGRAMS. -- READING AREA COMMUNITY COLLEGE, BILINGUAL ESL PROGRAM : SINCE 2008, UNITED WAY HAS PROVIDED A YEARLY GRANT TO READING AREA COMMUNITY COLLEGE TO OFFER ENGLISH AS A SECOND LANGUAGE (ESL) CLASSES FOR PEOPLE WITH THE MOST BASIC ENGLISH LANGUAGE SKILLS, OR NONE AT ALL, AND PROVIDE THEM WITH A MORE FLEXIBLE AND CUSTOMIZED LEARNING ENVIRONMENT. IN 2025, 135 PEOPLE WERE ABLE TO COMPLETE THE PROGRAM. PERSONAL FINANCIAL MANAGEMENT - INDIVIDUALS DEVELOP BASIC FINANCIAL MANAGEMENT SKILLS. -- FAMILY PROMISE OF BERKS COUNTY, INC. -- FRIEND, INC. COMMUNITY SERVICES, COMMUNITY RESOURCE CONNECTIONS -- HABITAT FOR HUMANITY OF BERKS COUNTY, HOME OWNERSHIP OPPORTUNITIES FOR MODERATE INCOME FAMILIES -- THE SALVATION ARMY READING CORPS, PERMANENT SUPPORTIVE HOUSING STRENGTHEN HEALTH: PROMOTING WELLBEING FOR INDIVIDUALS AND FAMILIES HEALTH IMPACTS EVERY ASPECT OF A PERSON'S LIFE. GOOD HEALTH ALLOWS CHILDREN TO LEARN BETTER AND ADULTS TO LIVE MORE PRODUCTIVE, FULLER LIVES. THROUGH FUNDING PROGRAMS WITH OUR AGENCY PARTNERS AND OUR INVOLVEMENT IN VARIOUS COMMUNITY COLLABORATIONS, UWBC IS CREATING OPPORTUNITIES FOR PEOPLE TO ACHIEVE THEIR OPTIMAL HEALTH AND INDEPENDENCE. PROGRAMS UNITED WAY SUPPORTS ADDRESS BOTH THE PREVENTIVE ASPECT OF PHYSICAL AND MENTAL HEALTH ISSUES, WHILE ALSO ADDRESSING INTERVENTIONAL NEEDS AND IMPACTED 24,452 BERKS RESIDENTS IN 2025. MENTAL HEALTH - COMMUNITY-LEVEL OUTCOME: INDIVIDUALS EXPERIENCING BEHAVIORAL HEALTH PROBLEMS RECEIVE SERVICES THAT IMPROVE THEIR ABILITY TO FUNCTION. -- FAMILY GUIDANCE CENTER, COUNSELING: ASSISTS PERSONS IN IMPROVING THEIR QUALITY OF LIFE BY PROVIDING AFFORDABLE, ACCESSIBLE, QUALITY COUNSELING SERVICES. THEY UTILIZE QUALIFIED, CREDENTIALED, COMPETENT STAFF TRAINED IN EVIDENCE-BASED PRACTICE APPROACHES. -- GREATER READING MENTAL HEALTH ALLIANCE, ADVOCACY AND SUPPORT GROUPS: WITH AN INCREASE IN FAMILIES WITH CHILDREN EXPERIENCING EMOTIONAL AND BEHAVIORAL CHALLENGES, THE ADVOCACY PROGRAM SUPPORTS FAMILIES IN NAVIGATING EDUCATIONAL SYSTEMS TO OBTAIN THE NEEDED SUPPORT FOR CHILDREN TO HAVE A QUALITY EDUCATION EXPERIENCE. HEALTH AND WELLNESS - COMMUNITY-LEVEL OUTCOME: INDIVIDUALS DEVELOP AND PRACTICE ACTIVE LIFESTYLES. -- EASTERSEALS EASTERN PENNSYLVANIA, THERAPEUTIC RECREATION: SEVERAL THERAPEUTIC PROGRAMS ARE OFFERED THROUGHOUT THE YEAR THAT PROVIDE SOCIAL, FITNESS, COMMUNITY, LIFE SKILLS, AND OUTDOOR RECREATIONAL OPPORTUNITIES. PROGRAMS ARE OFFERED FRIDAY EVENINGS, SATURDAYS, AND ALL WEEK LONG DURING THE SUMMER MONTHS. IN ADDITION, THERE ARE A NUMBER OF EVENTS THROUGHOUT THE YEAR IN COMMUNITY-BASED SETTINGS. - COMMUNITY-LEVEL OUTCOME: INDIVIDUALS HAVE ACCESS TO HIGH-QUALITY, PATIENT-CENTERED HEALTH CARE. -- TOWER HEALTH AT HOME, SKILLED NURSING AND RELATED SERVICES: PATIENTS ARE REFERRED TO THIS PROGRAM BECAUSE THEY HAVE A MEDICAL CONDITION THAT MAY BE TREATED EFFECTIVELY IN THEIR HOME, RATHER THAN A HOSPITAL OR NURSING HOME SETTING. AS MEDICAL TECHNOLOGY HAS IMPROVED, MANY TREATMENTS AND RECOVERY SURGICAL PROCEDURES NOW TAKE PLACE IN THE HOME RATHER THAN IN HOSPITALS, NURSING HOMES, OR REHABILITATION FACILITIES. NURSES ESTABLISH A PLAN OF CARE THAT INCLUDES A VISIT-FREQUENCY PLAN AND OUTLINES THE TYPES OF CARE NEEDED. -- TOWER HEALTH STREET MEDICINE: INDIVIDUALS EXPERIENCING HOMELESSNESS ARE FREQUENT EMERGENCY ROOM VISITORS AND OFTEN DO NOT HAVE ACCESS TO CONSISTENT HEALTHCARE. ON AVERAGE, THESE INDIVIDUALS VISIT THE EMERGENCY DEPARTMENT FIVE TIMES PER YEAR. STREET MEDICINE PATIENTS RECEIVE VERY SIMILAR CARE TO THOSE VISITING A PRIMARY CARE PHYSICIAN. PATIENTS ARE REGISTERED, TRIAGED AND THEN SEEN BY A PHYSICIAN OR ADVANCED PRACTICE PROVIDER (APP). THE GOAL IS TO REPLICATE WHAT YOU MIGHT FIND IN A BRICK-AND-MORTAR PRIMARY CARE PRACTICE. VERY FREQUENTLY DURING A VISIT, PHYSICIANS CAN PROVIDE IMMEDIATE TREATMENT. THE TEAM PROVIDES AN IN-PERSON CLINIC 1/WEEK AT VARIOUS COMMUNITY LOCATIONS. ADDITIONALLY, A TELEMEDICINE KIOSK LOCATED AT HOPE RESCUE OPERATES FOR 12 HOURS/WEEK. - COMMUNITY-LEVEL OUTCOME: INDIVIDUALS HAVE ACCESS TO HEALTHY FOODS TO IMPROVE THEIR HEALTH. -- BERKS ENCORE, MEALS ON WHEELS: HOME-BOUND, ISOLATED SENIORS AGED 60+ AND HOME-BOUND DISABLED ADULTS UNDER THE AGE OF 60 RECEIVE A HOT, HOME-DELIVERED MEAL, FIVE DAYS A WEEK. THIS HOME DELIVERED MEAL SERVICE ENABLES THE HOME-BOUND SENIOR TO LIVE INDEPENDENTLY AS LONG AS POSSIBLE AND RELIEVES THE ISOLATION AND LONELINESS THEY EXPERIENCE. -- BOYERTOWN AREA MULTI-SERVICE, INC., SUPPORTIVE SERVICES PROGRAM PROVIDES CASE MANAGEMENT SERVICES AND MEETS THE NEEDS OF INDIVIDUALS AND FAMILIES FACING VARIOUS ISSUES INCLUDING FOOD INSECURITY. THE ORGANIZATION PROVIDES A FOOD PANTRY, WHICH THE NEED FOR THIS SERVICE CONTINUES TO GROW, AS WELL AS PREPARES AND ORGANIZES THE DELIVERY OF THE MEALS ON WHEELS PROGRAM. -- HELPING HARVEST, ACCESS TO FOOD: THE WEEKENDER PROGRAM SELF-SUFFICIENCY AND INDEPENDENT LIVING - COMMUNITY-LEVEL OUTCOME: INDIVIDUALS RECEIVE EARLY ASSESSMENT AND INTERVENTION SERVICES. -- BERKS ENCORE, MEALS ON WHEELS - COMMUNITY-LEVEL OUTCOME: INDIVIDUALS MAINTAIN INDEPENDENT LIVING IN THEIR RESIDENCE. -- EASTERSEALS EASTERN PENNSYLVANIA, OUTPATIENT THERAPY: AT THEIR CENTER IN READING, EASTERSEALS OFFERS PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES TO HELP CHILDREN OF ALL AGES DEVELOP NEW SKILLS AND IMPROVE THEIR OVERALL LEVEL OF FUNCTIONING. -- EASTERSEALS EASTERN PENNSYLVANIA, PEDIATRIC CLINICS: SPECIALTY MEDICAL CLINICS BRING THE SERVICES OF TOP-QUALITY MEDICAL AND SURGICAL SPECIALISTS TO BERKS COUNTY TO WORK WITH CHILDREN WITH COMPLEX MEDICAL NEEDS. EASTERSEALS PROVIDES SPECIALTY PEDIATRIC NEUROLOGY, ORTHOPEDIC, ORTHOTIC, AND FEEDING CLINICS ALL UNDER ONE ROOF. CLINIC SERVICES ARE OFFERED AT NO CHARGE TO THE FAMILIES. -- TOWER HEALTH AT HOME, SKILLED NURSING AND RELATED SERVICES SINGLECARE DISCOUNT PRESCRIPTION DRUG PROGRAM UNITED WAY OF BERKS COUNTY HAS JOINED WITH 1,000 UNITED WAYS ACROSS THE NATION IN LOWERING THE COSTS OF PRESCRIPTION MEDICATION THROUGH ADMINISTERING THE SINGLECARE (FORMERLY FAMILYWIZE) PROGRAM. THE SINGLECARE DISCOUNT PRESCRIPTION CARD IS AVAILABLE FREE-OF-CHARGE TO ANYONE WHO NEEDS ASSISTANCE IN PAYING FOR PRESCRIPTIONS NOT COVERED BY AN INSURANCE PLAN. IN 2025, INDIVIDUALS WERE ASSISTED WITH A PRESCRIPTION DISCOUNT UTILIZING SINGLECARE, REPRESENTING $102,101 IN SAVINGS FOR PEOPLE ACROSS THE COUNTY. |
| FORM 990, PART III, LINE 4A | SUPPORT IN CRISIS: PROVIDING IMMEDIATE HELP WHEN IT'S NEEDED MOST PART OF UNITED WAY'S MISSION IS TO ENSURE THAT THE BASIC NECESSITIES OF LIFE ARE AVAILABLE FOR THOSE IN NEED. UNITED WAY'S PARTNERSHIPS AND FUNDED PROGRAMS PROVIDE A CRUCIAL SAFETY NET FOR VULNERABLE POPULATIONS TO QUICKLY ACCESS HELP AND RECEIVE THE NECESSARY SUPPORT TO HELP THEM HAVE A BETTER QUALITY OF LIFE, BOTH NOW AND IN THE FUTURE. MANY OF OUR FUNDED PROGRAMS ARE ALSO TAKING AN ADDED APPROACH TO PROVIDING EMERGENCY SERVICES THAT SIMPLY TAKE CARE OF THE CRISIS AT HAND FOR THEIR CLIENTS; PROGRAMS ARE NOW STARTING TO HELP ADDRESS THE ROOT CAUSES OF WHY A CLIENT NEEDS SAFETY NET SERVICES, TO HOPEFULLY AVOID THE CLIENT REQUIRING THESE TYPES OF SERVICES IN THE FUTURE. THE FOLLOWING PROGRAMS SUPPORTED OVER 230,577 RESIDENTS IN BERKS COUNTY IN 2025; DUE TO THE NATURE OF THE PROGRAMS THERE ARE A NUMBER OF UNKNOWN AND DUPLICATES IN NUMBER OF RESIDENTS SERVED. BASIC NEEDS - COMMUNITY-LEVEL OUTCOME: INDIVIDUALS IN CRISIS HAVE THEIR BASIC NEEDS MET. -- AMERICAN RED CROSS PA RIVERS CHAPTER, DISASTER SERVICES: DISASTER CYCLE SERVICES PROVIDES IMMEDIATE EMERGENCY ASSISTANCE TO THE RESIDENTS OF BERKS COUNTY WHO HAVE BEEN AFFECTED BY NATURAL OR MAN-MADE DISASTERS. TRAINED RED CROSS VOLUNTEERS AND STAFF RESPOND TO DISASTER SITUATIONS AND PROVIDE FOR THE IMMEDIATE EMERGENCY NEEDS OF SHELTER, FOOD, AND CLOTHING. ADDITIONAL ASSISTANCE IN OBTAINING LOST MEDICATIONS AND EYEGLASSES IS ALSO PROVIDED. RED CROSS STAFF CONTINUES TO WORK LONGER TERM WITH CLIENTS THAT NEED HELP WITH RENT OR BEDDING OR REFERRALS FOR HOUSEHOLD FURNISHINGS. IN LARGER DISASTER SITUATIONS, THE RED CROSS IS RESPONSIBLE FOR MASS CARE SHELTERING AND FEEDING OF DISPLACED RESIDENTS. THE RED CROSS ALSO PROVIDES MASS CARE FEEDINGS FOR EMERGENCY RESPONSE PERSONNEL ON THE SCENE OF A DISASTER. STAFF AND VOLUNTEERS ARE TRAINED IN RED CROSS DISASTER SERVICES. -- BERKS COALITION TO END HOMELESSNESS (BCEH), HOMELESS PREVENTION: BCEH PROVIDES HOUSING SUPPORT AND ESSENTIAL SERVICES TO INDIVIDUALS EXPERIENCING HOMELESSNESS OR HOUSING INSTABILITY. THE AGENCIES UTILIZE COORDINATED ENTRY (CE) AND THE BERKS COUNTY ASSESSMENT TOOL (BCAT) TO PRIORITIZE THE MOST VULNERABLE INDIVIDUALS EXPERIENCING HOMELESSNESS. UNITED WAY DOLLARS ASSIST WITH CLIENTS AVOIDING EVICTION, RAPID RE-HOUSING OF INDIVIDUALS AND FAMILIES, PERMANENT HOUSING SOLUTIONS FOR OUR NEIGHBORS IN NEED. -- FAMILY PROMISE OF BERKS COUNTY, INC., U-TURN PROGRAM: SERVES UNACCOMPANIED, HOMELESS AND AT-RISK YOUTH AND PROVIDES ADVOCACY, CASE MANAGEMENT, SHELTER, AND PERMANENT HOUSING. THE DROP-IN CENTER OFFERS YOUTH A SAFE, HOME-LIKE PLACE TO SHOWER, COOK, DO LAUNDRY, ACCESS TO DEDICATED STAFF, COMPUTERS, PEER CONNECTIONS, NUTRITIOUS SNACKS, MEALS, TOILETRIES, AND MORE. -- HELPING HARVEST, ACCESS TO FOOD: THE WEEKENDER PROGRAM WAS ESTABLISHED TO HELP NOURISH LOW-INCOME, AT-RISK, ELEMENTARY SCHOOL STUDENTS OVER THE WEEKEND - A TIME WHEN THEY MAY OTHERWISE GO WITHOUT PROPER NOURISHMENT. CHILDHOOD POVERTY, AND AS A RESULT HUNGER, ARE UNFORTUNATELY GROWING PROBLEMS IN BERKS COUNTY. ACCORDING TO THE PENNSYLVANIA DEPARTMENT OF EDUCATION, FOOD AND NUTRITION DIVISION, APPROXIMATELY 50% OF BERKS COUNTY ELEMENTARY SCHOOL STUDENTS QUALIFY FOR FREE OR REDUCED LUNCHES; MEANING, THEIR FAMILY IS LIVING IN, OR CLOSE TO, POVERTY. -- JEWISH FAMILY SERVICE, SUPPORTIVE SERVICES: SUPPORTIVE SERVICES PROGRAM HELPS CLIENTS AND THEIR FAMILIES FACE VARIOUS CHALLENGES INCLUDING HEALTH, AGING, INTERPERSONAL RELATIONSHIPS, TRANSPORTATION, AND FINANCIAL DIFFICULTIES. CLIENTS ARE EITHER SELF-REFERRED OR REFERRED TO BY NEIGHBORS, FAMILY MEMBERS, CLERGY, PROFESSIONALS IN THE COMMUNITY, AND THROUGH HOSPITAL OUTREACH VISITS. EACH CLIENT IS EVALUATED TO DETERMINE THE APPROPRIATE LEVEL OF SERVICE. -- JEWISH FAMILY SERVICE, FOOD PANTRY: TWO FOOD PANTRIES ARE OFFERED EACH MONTH. ONE IS HELD AT ANOTHER UWBC PARTNER, OLIVET'S PENDORA PARK LOCATION. THE SECOND IS HELD AT THE SEVENTH DAY ADVENTIST CHURCH IN HAMPDEN HEIGHTS. -- MIDPENN LEGAL SERVICES, LEGAL REPRESENTATION TO SECURE BASIC NEEDS: LOW-INCOME CLIENTS RECEIVE LEGAL COUNSEL AND ADVICE REGARDING THEIR PARTICULAR LEGAL SITUATION THROUGH MIDPENN'S READING OFFICE. MIDPENN WORKS WITH SAFEBERKS TO ENSURE THAT ALL DOMESTIC VIOLENCE SURVIVORS HAVE ACCESS TO THE JUSTICE SYSTEM. THEY ARE A MEMBER OF BERKS COALITION TO END HOMELESSNESS (BCEH), AND THROUGH THIS PARTNERSHIP, MIDPENN MAKES AND ACCEPTS REFERRALS ON BEHALF OF INDIVIDUALS WHO REQUIRE THEIR LEGAL SERVICES. -- NEW JOURNEY COMMUNITY OUTREACH (NJCO) FOOD ACCESS PROGRAMS INCLUDE SOUP KITCHEN AND FOOD PANTRY SERVICES THAT FOCUS ON THE IMMEDIATE AND LONG-TERM HEALTH IMPLICATIONS OF RECEIVING A NUTRITIOUS DAILY MEAL AND SUPPLEMENTAL GROCERIES. NJCO IS THE LARGEST SOUP KITCHEN IN DOWNTOWN READING. IN 2025, NJCO'S LUNCH PROGRAM, WHICH OFFERS LUNCH DAILY, MONDAY-FRIDAY, SERVED OVER 90,000 MEALS. -- OPPORTUNITY HOUSE, EMERGENCY SHELTER: PROVIDES EMERGENCY SHELTER HOUSING TO HOMELESS CHILDREN, WOMEN AND MEN, AS WELL AS, ON-SITE CASE MANAGEMENT SERVICES, AND CHILDCARE. -- SALVATION ARMY READING CORPS, FAMILY SERVICES PROGRAM: ASSIST CLIENTS TO RECEIVE EMERGENCY BASIC NEEDS, INCLUDING MONTHLY FOOD DISTRIBUTIONS, CLOTHING DISTRIBUTIONS, AND THROUGH CASE MANAGEMENT PROVIDED UTILITY ASSISTANCE, PRESCRIPTION DRUG ASSISTANCE, RENTAL ASSISTANCE, EDUCATION ABOUT COMMUNITY RESOURCES AND APPROPRIATE REFERRALS. -- SALVATION ARMY: SERVICE EXTENSION UNITS, COMMUNITY SUPPORT SERVICES: COVERING THE BERKS COUNTY ZIP CODES EXCLUDING THE CITY OF READING, THEY PROVIDE IMMEDIATE EMERGENCY ASSISTANCE TO MEET A SHORT-TERM NEED. AS A SERVICE UNIT, THEY ARE A VOLUNTEER COMMITTEE IN A REGION WHERE THERE ARE NO PROFESSIONAL SALVATION ARMY PERSONNEL. EXAMPLES OF SERVICE UNIT EMERGENCY ASSISTANCE PROVIDED INCLUDED GROCERIES, RENTAL ASSISTANCE, FUEL/UTILITIES, MEDICAL/DENTAL/EYE CARE, CLOTHING, SCHOOL SUPPLIES FOR SCHOOL AGED CHILDREN, TEMPORARY SHELTER, AND SEASONAL ASSISTANCE. |
| FORM 990, PART III, LINE 4A | - COMMUNITY-LEVEL OUTCOME: VICTIMS OF DOMESTIC VIOLENCE AND/OR SEXUAL ASSAULT ARE ENSURED SAFETY AND SUPPORTIVE SERVICES. -- SAFEBERKS, CRISIS SERVICES: SUPPORTS THE SAFE HOUSE PROGRAM, AN EMERGENCY SHELTER TO INDIVIDUALS AND FAMILIES IMPACTED BY DOMESTIC VIOLENCE AND SEXUAL ASSAULT FOR UP TO 60 DAYS. ALL DAILY NECESSITIES OF FOOD, CLOTHING, HYGIENE PRODUCTS, IN ADDITION TO SAFETY PLANNING, CASE MANAGEMENT, AND CONNECTION TO COMMUNITY RESOURCES, DOMESTIC VIOLENCE AND SEXUAL ASSAULT COUNSELING, CHILDREN'S PROGRAMMING, NUTRITION PROGRAMS, AND RECREATIONAL SUPPORTS ARE PROVIDED. CRISIS SERVICES INCLUDE THE EMERGENCY HOTLINE, WITH TEXTING NOW AVAILABLE 24/7/365 IN ENGLISH AND SPANISH. THE RAPID RESPONSE PROGRAM PROVIDES SUPPORT TO VICTIMS SEEKING EMERGENCY PROTECTION OR WHO ARE ACCESSING EMERGENCY MEDICAL SERVICES, BASIC CARE, OR SEXUAL ASSAULT EXAMS AT AREA EMERGENCY ROOMS AND CLINICS. - COMMUNITY-LEVEL OUTCOME: INDIVIDUALS HAVE ACCESS TO TRANSPORTATION. -- AMERICAN RED CROSS: BERKS COUNTY CHAPTER, VETERANS TRANSPORTATION: VETERANS RECEIVE SAFE AND RELIABLE TRANSPORTATION TO AND FROM THE LEBANON VA MEDICAL CENTER TO REACH NECESSARY MEDICAL APPOINTMENTS. SAFETY NET CASE MANAGEMENT - COMMUNITY-LEVEL OUTCOME: INDIVIDUALS RECEIVE CASE MANAGEMENT TO IMPROVE THEIR LIVES. -- CASA OF BERKS COUNTY (COURT APPOINTED SPECIAL ADVOCATE PROGRAM): CASA IS A NATIONAL PROGRAM THAT RECRUITS AND TRAINS VOLUNTEERS TO SERVE AS ADVOCATES FOR CHILDREN WHO HAVE BEEN PLACED IN THE FOSTER CARE SYSTEM. THERE ARE ON AVERAGE 600 CHILDREN IN THE FOSTER CARE SYSTEM/RESIDENTIAL TREATMENT FACILITIES IN BERKS COUNTY. UWBC'S INVESTMENT INCLUDES OPERATIONAL SUPPORT TO CONTINUE TO BUILD PROGRAM CAPACITY. -- CATHOLIC CHARITIES: DIOCESE OF ALLENTOWN, CASE MANAGEMENT AND COUNSELING FOR VETERANS AND THEIR FAMILIES: VETERANS ARE ASSESSED BY A CASE MANAGER TO DETERMINE THEIR IMMEDIATE NEEDS. A SERVICE PLAN IS CREATED TO IDENTIFY THE GOALS AND ACTION STEPS. THE CASE MANAGER WORKS WITH THE VETERAN TO ACCOMPLISH THESE GOALS, WHICH MAY INCLUDE JOB SEARCH, BUDGET COUNSELING AND GUIDANCE, REFERRAL TO BERKS COUNTY VETERAN'S ADMINISTRATION FOR SPECIFIC ASSISTANCE/ENTITLEMENTS, ASSISTANCE WITH APPLICATIONS FOR SUBSIDIZED HOUSING, FOOD STAMPS, AND OTHER LOW-INCOME PROGRAMS FOR WHICH THE VETERAN MAY BE ELIGIBLE. -- CENTRO HISPANO DANIEL TORRES, INC., INFORMATION AND REFERRAL: CLIENTS OF CENTRO HISPANO CLIENTS ARE SEEKING ASSISTANCE OR SERVICES TO HELP THEM IN IMPROVING THE QUALITY OF LIFE FOR THEM AND FOR THEIR FAMILIES. INFORMATION AND REFERRAL INCLUDES CLIENT/SYSTEM ADVOCACY, TRANSLATION AND INTERPRETATION, AND ASSISTANCE AND SUPPORT WITH COMPLETING DOCUMENTATION. CENTRO HISPANO ALSO PROVIDES SUPPORT WITH HELPING CLIENTS APPLY FOR BENEFITS THROUGH THE STATE'S COMPASS SYSTEM. -- FRIEND, INC. COMMUNITY SERVICES, COMMUNITY RESOURCE CONNECTIONS: SERVING THE KUTZTOWN AREA AND NORTHERN BERKS AREAS, CLIENTS ARE REFERRED BY CHURCHES, SCHOOLS, OTHER AGENCIES OR NEIGHBORS. THE CASE MANAGER MEETS WITH THE CLIENT TO DETERMINE WHAT SERVICES ARE NEEDED AND WHAT THE CLIENT QUALIFIES FOR. IF THERE IS AN IMMEDIATE CRISIS, THE CASE MANAGER WILL WORK WITH THE CLIENT TO ADDRESS THE ISSUE. IT COULD INCLUDE EMERGENCY FOOD, ASSISTANCE WITH RENT, HEAT AND ELECTRICITY. THE CLIENT IS REFERRED TO OTHER AGENCIES AND/OR CONNECTED TO OTHER SERVICES DEPENDING ON THEIR NEEDS. COMMUNITY COLLABORATION PA 211 INFORMATION AND REFERRAL THE PA 211 SERVICE PROVIDES PEOPLE WITH INFORMATION ABOUT ESSENTIAL HUMAN SERVICES. WHEN THE COVID-19 PANDEMIC BEGAN IN MARCH 2020, PA 211 SAW A SIGNIFICANT INCREASE IN CALLS. TOP NEEDS WERE RELATED TO FOOD AND HOUSING/UTILITY ASSISTANCE. FAMILIES WERE ABLE TO IDENTIFY VIRTUAL LEARNING SUPPORTS. PA 211 CAN ASSIST FAMILIES WITH LOCATING CHILDCARE, FINDING QUALITY CARE FOR AGING PARENTS, OR JOB TRAINING PROGRAMS. PA 211 CENTERS ARE STAFFED BY TRAINED SPECIALISTS WHO ASSESS THE CALLERS' NEEDS AND REFER THEM TO THE HELP THEY SEEK. IN ADDITION, THE CALL CENTER SPECIALISTS, SEVERAL POSSESSING BILINGUAL SKILLS, FACILITATE CALLS AND QUESTIONS FROM THOSE INTERESTED IN VOLUNTEERING OR DONATING ITEMS, SUCH AS FOOD AND CLOTHING. PA 211 SERVES AS A VALUED COMMUNITY RESOURCE AND SERVES AS A VITAL CONNECTION FOR THOSE NEEDING HELP, AS WELL AS FOR THOSE WANTING TO GIVE HELP. ADDITIONALLY, PA 211 IS A USEFUL PLANNING TOOL SINCE IT PROVIDES REAL TIME INFORMATION ABOUT THE SCOPE OF ISSUES LOCAL PEOPLE ARE FACING. IN 2025, 21,302 CONTACTS -- CALLS/WEB VISITS/TEXTS/EMAILS WERE RECEIVED FROM BERKS RESIDENTS. TOP NEEDS REQUESTED CONTINUE TO BE FOR HOUSING ASSISTANCE (4,358) WHICH IS NEARLY DOUBLED LAST YEAR'S AMOUNT, UTILITY ASSISTANCE (2,978) AND FOOD/MEALS (961) UNFORTUNATELY, HOUSING ASSISTANCE ALSO REMAINS ONE OF THE TOP UNMET NEEDS DUE TO INCREASED COMMUNITY NEED FOR RESOURCES TO ADDRESS THESE CHALLENGES. PA 211 PHONE SERVICE IS AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR. ONLINE SEARCH CAPABILITY OF THE PA 211 DATABASE IS ALSO AVAILABLE AT WWW.PA211EAST.ORG. ASSISTANCE THROUGH TEXTING IS AVAILABLE MONDAY-FRIDAY, 8AM TO 4PM; ONE CAN TEXT THEIR ZIP CODE TO 898211. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING BOARD MEMBERS ARE RELATED: SUE AND CRAIG PERROTTY SPOUSES ANGEL AND SCOTT HELM SPOUSES TWO MARRIED COUPLES MAINTAIN POSITIONS ON THE UNITED WAY OF BERKS COUNTY BOARD OF DIRECTORS. THIS SITUATION OCCURS BECAUSE IT IS A COMMON PRACTICE FOR A HUSBAND AND WIFE TEAM TO SERVE AS CO-CHAIRS OF THE ANNUAL FUND-RAISING CAMPAIGN, WHICH HAS BEEN A VERY SUCCESSFUL AND POPULAR APPROACH WITH THE VOLUNTEERS. THE COUPLES REPRESENT PAST AND/OR CURRENT AND/OR FUTURE CAMPAIGN CO-CHAIRS. NO OTHER BOARD MEMBERS ARE RELATED. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED AND APPROVED BY THE GOVERNANCE COMMITTEE AND REPORTED TO THE BOARD OF DIRECTORS ANNUALLY PRIOR TO SUBMISSION. ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN, OR REASONABLY SHOULD BE KNOWN. AN INTERESTED PARTY SHALL COMPLETE A QUESTIONNAIRE/DISCLOSURE STATEMENT, IN THE FORM ATTACHED, TO DISCLOSE THE MATERIAL FACTS FULLY AND COMPLETELY ABOUT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE DISCLOSURE STATEMENT SHALL BE COMPLETED UPON HIS OR HER ASSOCIATION WITH UNITED WAY OF BERKS COUNTY AND SHALL BE UPDATED ANNUALLY. AN ADDITIONAL DISCLOSURE STATEMENT SHALL BE COMPLETED AT SUCH TIMES AS AN ACTUAL POTENTIAL CONFLICT ARISES. FOR BOARD MEMBERS, THE DISCLOSURE STATEMENTS SHALL BE PROVIDED TO THE PRESIDENT, WHO WILL REVIEW THE DISCLOSURE STATEMENTS AND PRESENT A SUMMARY OF THE FINDINGS TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE SHALL REVIEW THE SUMMARY OF THE FINDINGS PREPARED BY THE PRESIDENT AND PRESENT A REPORT TO THE EXECUTIVE COMMITTEE IN THE SPRING OF EACH YEAR. IN THE CASE OF IDENTIFIED VOLUNTEERS, THE DISCLOSURES SHALL BE PROVIDED TO THE PRESIDENT WHO WILL REVIEW THE DISCLOSURE STATEMENTS. AS NEEDED A SUMMARY OF FINDINGS WILL BE SHARED WITH THE GOVERNANCE COMMITTEE. IN THE CASE OF STAFF, THE DISCLOSURE STATEMENTS SHALL BE PRESENTED TO THE PRESIDENT WHO WILL REVIEW THE DISCLOSURE STATEMENTS AND PRESENT A SUMMARY OF THE FINDINGS TO THE EXECUTIVE COMMITTEE. NEW HIRE AND CHANGES WITH STAFF SHALL BE REVIEWED AS RECEIVED. THE PRESIDENT SHALL PROVIDE HIS/HER DISCLOSURE STATEMENT TO THE CHAIRMAN OF THE BOARD. THE PRESIDENT SHALL FILE THE VOLUNTEER DISCLOSURE STATEMENTS WITH THE OFFICIAL CORPORATE RECORDS OF UNITED WAY OF BERKS COUNTY. THE SENIOR VICE PRESIDENT FINANCE & ADMINISTRATION SHALL FILE THE STAFF DISCLOSURE STATEMENTS WITH OTHER EMPLOYEE RECORDS. GENERAL PROCEDURES FOR THE REVIEW OF ACTUAL OR POTENTIAL CONFLICTS WHENEVER THERE IS REASON TO BELIEVE THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS BETWEEN UNITED WAY OF BERKS COUNTY AND AN INTERESTED PARTY, THE BOARD OF DIRECTORS, UPON THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE OR THE GOVERNANCE COMMITTEE, SHALL DETERMINE THE APPROPRIATE ORGANIZATIONAL RESPONSE. THIS SHALL INCLUDE, BUT IS NOT NECESSARILY LIMITED TO, INVOKING THE PROCEDURES DESCRIBED IN SECTION V BELOW, WITH RESPECT TO A SPECIFIC PROPOSED ACTION OR TRANSACTION. WHERE THE ACTUAL OR POTENTIAL CONFLICT INVOLVES AN EMPLOYEE OF UNITED WAY OF BERKS COUNTY OTHER THAN THE PRESIDENT, THE PRESIDENT SHALL, IN THE FIRST INSTANCE, BE RESPONSIBLE FOR REVIEWING THE MATTER AND MAY TAKE APPROPRIATE ACTION AS NECESSARY TO PROTECT THE INTERESTS OF UNITED WAY OF BERKS COUNTY. THE PRESIDENT SHALL DETERMINE WHETHER THE RESULTS OF ANY REVIEW AND ACTION SHALL BE REPORTED TO THE CHAIRPERSON. WHEN REPORTED TO THE CHAIRPERSON, THE CHAIRPERSON, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, SHALL DETERMINE IF ANY FURTHER BOARD REVIEW OR ACTION IS REQUIRED. PROCEDURES FOR ADDRESSING CONFLICTS OF INTEREST - SPECIFIC TRANSACTIONS WHERE AN ACTUAL OR POTENTIAL CONFLICT EXISTS BETWEEN THE INTERESTS OF UNITED WAY OF BERKS COUNTY AND AN INTERESTED PARTY WITH RESPECT TO A SPECIFIC PROPOSED ACTION OR TRANSACTION, THE UNITED WAY OF BERKS COUNTY SHALL REFRAIN FROM THE PROPOSED ACTION OR TRANSACTION UNTIL SUCH TIME AS THE PROPOSED ACTION OR TRANSACTION HAS BEEN APPROVED BY THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS OF THE ORGANIZATION. THE FOLLOWING PROCEDURES MAY APPLY: - AN INTERESTED PARTY WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED ACTION OR TRANSACTION OF THE ORGANIZATION SHALL NOT PARTICIPATE, AND MAY BE EXCUSED FROM THE DELIBERATIONS AND DECISION MAKING, WITH RESPECT TO SUCH ACTION OR TRANSACTION. UPON REQUEST BY THE BOARD, THE INTERESTED PARTY MAY ANSWER QUESTIONS OR PROVIDE MATERIAL OR FACTUAL INFORMATION ABOUT THE PROPOSED ACTION OR TRANSACTION. - THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS MAY APPROVE THE PROPOSED ACTION OR TRANSACTION UPON FINDING THAT IT IS IN THE BEST INTERESTS OF UNITED WAY OF BERKS COUNTY. THE BOARD SHALL CONSIDER WHETHER THE TERMS OF THE PROPOSED TRANSACTION ARE FAIR AND REASONABLE TO THE UNITED WAY OF BERKS COUNTY AND WHETHER IT WOULD BE POSSIBLE, WITH REASONABLE EFFORT, TO FIND A MORE ADVANTAGEOUS ARRANGEMENT WITH A PARTNER OR ENTITY THAT IS NOT AN INTERESTED PARTY. - APPROVAL BY THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS SHALL BE BY VOTE OF A MAJORITY OF DIRECTORS IN ATTENDANCE AT A REGULAR OR SPECIAL MEETING OF THE BOARD OF DIRECTORS. AN INTERESTED PARTY SHALL NEITHER BE COUNTED FOR PURPOSES OF DETERMINING WHETHER A QUORUM IS PRESENT NOR FOR THE PURPOSES OF DETERMINING WHAT CONSTITUTES A MAJORITY VOTE OF DIRECTORS IN ATTENDANCE. - THE MINUTES OF THE MEETING SHALL REFLECT THAT THE CONFLICT DISCLOSURE WAS MADE, THE VOTE TAKEN AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION BY THE INTERESTED PARTY. VIOLATIONS OF CONFLICT OF INTEREST POLICY IF THE BOARD OF DIRECTORS HAS REASON TO BELIEVE THAT AN INTERESTED PARTY HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INTERESTED PARTY AND MAKING SUCH FURTHER INVESTIGATION, AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD DETERMINES THAT THE INTERESTED PARTY HAS, IN FACT, FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMPENSATION PROCEDURES: UNITED WAY OF BERKS COUNTY'S PRIMARY OBJECTIVE IS TO PROVIDE A REASONABLE AND COMPETITIVE EXECUTIVE COMPENSATION OPPORTUNITY CONSISTENT WITH COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILLS NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE ORGANIZATION'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO: - ENCOURAGE THE ATTRACTION AND RETENTION OF A HIGH CALIBER EXECUTIVE - REINFORCE THE GOALS FOR THE ORGANIZATION BY SUPPORTING TEAMWORK AND COLLABORATION - ENSURE THAT PAY IS PERCEIVED TO BE FAIR AND EQUITABLE - BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS - ENSURE THAT THE PROGRAM IS EASY TO EXPLAIN, UNDERSTAND AND ADMINISTER - BALANCE THE NEED TO BE COMPETITIVE WITH THE LIMITS OF AVAILABLE FINANCIAL RESOURCES THE CHAIRPERSON OF THE BOARD LEADS THE BOARD OF DIRECTORS IN THE EVALUATION OF THE PRESIDENT'S PERFORMANCE ON AN ANNUAL BASIS. THE PRESIDENT PRESENTS TO THE CHAIRPERSON INFORMATION ON THE ACCOMPLISHMENTS OF THE ORGANIZATION AND ITS PROGRESS TOWARD ACHIEVING THE GOALS OUTLINED IN THE STRATEGIC PLAN, THE FULFILLMENT OF HIS/HER DUTIES AND RESPONSIBILITIES AS OUTLINED IN THE POSITION DESCRIPTION, AND THE MANNER IN WHICH THE CHALLENGES OF THE ORGANIZATION HAVE BEEN ADDRESSED AND THE OPPORTUNITIES TAKEN. THE PRESIDENT ALSO DEFINES AND DISCUSSES CURRENT AND FUTURE ORGANIZATIONAL CHALLENGES AND OPPORTUNITIES. THIS INFORMATION IS SHARED WITH THE BOARD OF DIRECTORS. IN ADDITION TO THE ANNUAL REVIEW, A PRESIDENT'S EVALUATION SURVEY IS CONDUCTED ON A BIENNIAL BASIS WITH FULL BOARD PARTICIPATION, THE RESULTS OF WHICH ARE COMPILED AND ANALYZED BY A THIRD-PARTY PROVIDER HAVING NO VESTED INTEREST IN THE OUTCOME OF THIS PROCESS. A FORMAL REPORT IS PRESENTED BY THE PROVIDER FIRST TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR INITIAL DISCUSSION, THEN TO THE FULL BOARD OF DIRECTORS AS PART OF AN EXECUTIVE SESSION. FOLLOWING THIS SESSION, THE CHAIRPERSON MEETS WITH THE PRESIDENT AND SHARES THE RESULTS OF THE GROUP EVALUATION AS WELL AS ANY GOALS OR SUGGESTIONS THE BOARD HAS RELATIVE TO THE INFORMATION PRESENTED AND THE FUTURE DIRECTION OF THE ORGANIZATION. THE CHAIRPERSON OF THE BOARD COMMUNICATES THE RESULTS OF THE ASSESSMENT VERBALLY TO THE PRESIDENT AND THE INFORMATION IS CAPTURED THROUGH THE MINUTES OF THE EXECUTIVE SESSIONS FOR EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS. THE RESULTS OF THE ASSESSMENT ARE INCLUDED IN THE PRESIDENT'S PERSONNEL FILE. THE LEVEL AND FORM OF COMPENSATION IS DETERMINED FOLLOWING A REVIEW OF LOCAL COMPENSATION LEVELS OF CEO'S OF ORGANIZATIONS OF SIMILAR SIZE AND SCOPE, AS WELL AS THE COMPENSATION LEVELS OF CEO'S OF UNITED WAY ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. WHILE UNITED WAY FOCUSES ON OTHER UNITED WAYS AND NONPROFITS TO BENCHMARK COMPENSATION, THE ORGANIZATION UNDERSTANDS THAT THE MARKET FOR EXECUTIVE TALENT MAY BE BROADER THAN THE GROUP OF CHARITIES. MARKET INFORMATION FROM ADDITIONAL MARKET SEGMENTS AND PUBLISHED NOT-FOR-PROFIT COMPENSATION SURVEYS, MAY BE USED AS A SUPPLEMENT. THE PRESIDENT'S ANNUAL COMPENSATION IS COMMUNICATED BOTH VERBALLY AND IN WRITING TO THE PRESIDENT AND IS INCLUDED IN HIS/HER PERSONNEL FILE. KEY EMPLOYEE COMPENSATION PROCEDURES: COMPENSATION PROCEDURES FOR KEY EMPLOYEES OF UNITED WAY OF BERKS COUNTY FOLLOW THE ORGANIZATION'S SALARY AND ADMINISTRATION PROGRAM AND THE PERSONNEL POLICIES AS PROVIDED TO ALL STAFF. THE COMPETITIVENESS OF THE SALARY STRUCTURE AT UNITED WAY OF BERKS COUNTY WILL BE ASSESSED PERIODICALLY, AS DETERMINED BY THE PRESIDENT, BUT NOT MORE THAN EVERY THREE YEARS, BASED ON SURVEYS OF SALARIES PAID BY OTHER EMPLOYERS FOR SIMILAR WORK. AN OUTSIDE HUMAN RESOURCES FIRM NORMALLY DOES THE ASSESSMENT. IF THERE IS EVIDENCE OF A CHANGE IN GENERAL SALARY LEVELS, THE SALARY RANGES ARE ADJUSTED ACCORDING TO THE PROGRAM'S OBJECTIVES, WITH THE APPROVAL OF THE EXECUTIVE COMMITTEE (SEE BELOW). THESE ADJUSTMENTS DO NOT CHANGE THE GRADES TO WHICH POSITIONS ARE ASSIGNED AND DO NOT RESULT IN AUTOMATIC CHANGES IN INDIVIDUAL SALARIES. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, SITTING AS THE PERSONNEL COMMITTEE, SHALL REVIEW AND APPROVE THE SALARY STRUCTURE. THE REVIEW AND APPROVAL NORMALLY FOLLOWS THE ASSESSMENT DONE BY AN OUTSIDE HUMAN RESOURCES FIRM TO DETERMINE WHETHER CHANGES HAVE OCCURRED IN THE GENERAL SALARY LEVELS. THE EXECUTIVE COMMITTEE WILL DETERMINE IF A REPORT ON THE ORGANIZATION'S COMPENSATION PLAN/SALARY STRUCTURE SHALL BE MADE TO THE FULL BOARD OF DIRECTORS. UNITED WAY OF BERKS COUNTY'S POLICY IS THAT SALARY INCREASES ARE BASED ON MERIT AND SHOULD REFLECT AN EMPLOYEE'S CONTRIBUTION TO THE ORGANIZATION IN RELATION TO THE RESPONSIBILITIES OF HIS OR HER POSITION. SALARY INCREASES MAY BE LIMITED BY THE AVAILABILITY OF FUNDS. THE SALARY ADMINISTRATION PROGRAM, THEREFORE, HAS BEEN DESIGNED TO PROVIDE THE BEST PERFORMERS WITH HIGHER PERCENTAGES OF MERIT INCREASES. WITH THE EXCEPTION OF SPECIAL TYPES OF SALARY ADJUSTMENTS, MERIT INCREASES ARE THE ONLY TYPE OF SALARY INCREASES NORMALLY GRANTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | COMPLIANCE WITH PUBLIC INSPECTION REQUIREMENTS: IN GENERAL, EXEMPT ORGANIZATIONS MUST MAKE AVAILABLE FOR PUBLIC INSPECTION CERTAIN ANNUAL RETURNS AND APPLICATIONS FOR EXEMPTION, AND MUST PROVIDE COPIES OF SUCH RETURNS AND APPLICATIONS TO INDIVIDUALS WHO REQUEST THEM. IN COMPLIANCE WITH THIS REQUIREMENT, UNITED WAY OF BERKS COUNTY ADHERES TO THE FOLLOWING: - IN RESPONSE TO A WRITTEN REQUEST AT THE PRINCIPAL OFFICE OF UNITED WAY OF BERKS COUNTY, A COPY OF THE COVERED TAX DOCUMENTS SHALL BE PROVIDED TO THE REQUESTER WITHIN THIRTY (30) DAYS. PER IRS GUIDANCE, A REQUEST THAT IS FAXED, E-MAILED OR SENT BY PRIVATE COURIER IS CONSIDERED A WRITTEN REQUEST. - IN RESPONSE TO AN IN-PERSON REQUEST AT THE PRINCIPAL OFFICE OF UNITED WAY OF BERKS COUNTY, A COPY OF THE COVERED TAX DOCUMENTS SHALL GENERALLY BE PROVIDED THE DAY OF THE REQUEST. - REQUESTS EITHER IN-PERSON OR WRITTEN SHALL BE PROVIDED INFORMATION THAT OFFERS THE REQUESTOR THE OPPORTUNITY TO ACCESS THE DOCUMENTS FREE OF CHARGE VIA THE WEB, OR AT A COST SHOULD A HARD COPY BE REQUESTED. - UNITED WAY OF BERKS COUNTY SHALL CHARGE A REASONABLE FEE FOR COPYING COSTS AND THE ACTUAL COST OF POSTAGE BEFORE PROVIDING COPIES OF THE DOCUMENTS. REASONABLE FEES FOR COPYING ARE CONSISTENT WITH THE IRS STANDARD CHARGE OF NO MORE THAN $.20 PER PAGE, WHILE POSTAGE FEES SHALL BE THE ACTUAL COST INCURRED BY THE ORGANIZATION. - TIMELY NOTICE OF THE APPROXIMATE COST AND ACCEPTABLE FORM OF PAYMENT WILL BE PROVIDED WITHIN SEVEN DAYS OF RECEIPT OF THE REQUEST IF IN WRITING OR IMMEDIATELY UPON A REQUEST FROM AN IN-PERSON REQUEST. ACCEPTABLE FORMS OF PAYMENT INCLUDE CASH AND MONEY ORDER (IN THE CASE OF AN IN-PERSON REQUEST) AND CERTIFIED CHECK, MONEY ORDER, AND PERSONAL CHECK OR CREDIT CARD, IN THE CASE OF A WRITTEN REQUEST. PAYMENT IN FULL IS DUE PRIOR TO PROVIDING COPIES. - THE NAMES OR ADDRESSES OF THE ORGANIZATION'S CONTRIBUTORS ON ITS ANNUAL RETURN SHALL NOT BE DISCLOSED IN ACCORDANCE WITH IRS REGULATIONS. PUBLIC INSPECTION OF GOVERNING DOCUMENTS: UNITED WAY OF BERKS COUNTY IS COMMITTED TO OPENNESS AND TRANSPARENCY TO DONORS/FUNDERS, PARTNER AGENCIES, GOVERNMENTAL ORGANIZATIONS, ITS VARIOUS STAKEHOLDERS, AND THE GENERAL PUBLIC. PROACTIVE DISCLOSURE AND DISSEMINATION OF INFORMATION CONCERNING THE GOVERNANCE, OPERATIONS, AND FINANCIAL INFORMATION CONCERNING UNITED WAY OF BERKS COUNTY IS AVAILABLE. THE FOLLOWING DOCUMENTS ARE ACCESSIBLE FOR PUBLIC INSPECTION AT THE OFFICE OF UNITED WAY OF BERKS COUNTY: - ALL DOCUMENTS AS REQUIRED BY FEDERAL, STATE, AND LOCAL LAW, INCLUDING BUT NOT LIMITED TO THE IRS FORM 990. - ANNUAL REPORT - ARTICLES OF INCORPORATION - AUDITED FINANCIAL STATEMENTS - CAMPAIGN HIGHLIGHTS REPORT - COMUNITY IMPACT REPORTS - READY.SET.READ! REPORTS - CODE OF ETHICS AND CONDUCT AND WHISTLEBLOWER POLICY - RECORD RETENTION - CONFLICT OF INTEREST POLICY - ORGANIZATIONAL BY-LAWS - MISSION STATEMENT - VISION STATEMENT PERSONS REQUESTING HARD COPIES OF DOCUMENTS SHALL BE PROVIDED INFORMATION THAT OFFERS THE REQUESTOR THE OPPORTUNITY TO ACCESS THE INFORMATION FREE OF CHARGE VIA THE WEB. UNITED WAY OF BERKS COUNTY SHALL CHARGE A REASONABLE FEE FOR COPYING COSTS AND THE ACTUAL COST OF POSTAGE BEFORE PROVIDING COPIES OF THE DOCUMENTS IF A HARD COPY IS REQUESTED. REASONABLE FEES FOR COPYING ARE CONSISTENT WITH THE IRS STANDARD CHARGE OF NO MORE THAN $.20 PER PAGE WHILE POSTAGE FEES SHALL BE THE ACTUAL COST INCURRED BY THE ORGANIZATION. THE FOLLOWING DOCUMENTS ARE ACCESSIBLE VIA UNITED WAY OF BERKS COUNTY WEB-SITE AT WWW.UWBERKS.ORG. - ANNUAL REPORT - AUDITED FINANCIAL STATEMENTS - FORM 990 - CAMPAIGN HIGHLIGHTS REPORT - CODE OF ETHICS AND CONDUCT AND WHISTLEBLOWER POLICY - PRIVACY POLICY - MISSION STATEMENT - VISION STATEMENT |
| FORM 990, PART XI, LINE 9: | TRANSFERS BETWEEN NET ASSET RESTRICTIONS -123,973. CHANGE IN DONOR DESIGNATIONS -250,537. |
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