UNITED WAY OF BERKS COUNTY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF BERKS COUNTY (EIN 23-1655375)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-28
- IRS object ID
- 201621809349301057
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-28T15:07:29-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232415973 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERBEINCOMPANY INC | 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 | 19610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | PO BOX 702 | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196030702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY L WHITE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6106854550 | PhoneNum |
| Signature | 2016-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA S HIMEBACK | PreparerPersonNm |
| PTIN | P00042618 | PTIN |
| Phone | 6103781175 | PhoneNum |
| Preparation | 2016-06-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | 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 | PO BOX 702 | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196030702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,871,187 | 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 | UNITED WAY OF BERKS COUNTY IMPROVES LIVES BY INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 2209 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,132,601 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,889,098 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $570,838 | PYInvestmentIncomeAmt |
| CY Investment Income | $373,543 | CYInvestmentIncomeAmt |
| PY Other Revenue | $52,139 | PYOtherRevenueAmt |
| CY Other Revenue | $59,990 | CYOtherRevenueAmt |
| PY Total Revenue | $10,755,578 | PYTotalRevenueAmt |
| CY Total Revenue | $10,322,631 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,227,671 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,771,283 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,855,868 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,888,062 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,241,141 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $822,671 | PYOtherExpensesAmt |
| CY Other Expenses | $1,068,360 | CYOtherExpensesAmt |
| PY Total Expenses | $9,906,210 | PYTotalExpensesAmt |
| CY Total Expenses | $9,727,705 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $849,368 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $594,926 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,400,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,430,821 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,587,643 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,490,574 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,813,238 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,940,247 | 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 | $7,788,896 | ExpenseAmt |
| Grant | $6,771,283 | GrantAmt |
| Desc | UNITED WAY OF BERKS COUNTY IS THE CATALYST THAT GALVANIZES INDIVIDUALS AND PUBLIC, PRIVATE, FAITH AND GOVERNMENTAL SECTORS TO WORK TOGETHER TO CREATE SOLUTIONS WHICH ENABLE INDIVIDUALS, FAMILIES AND OUR COMMUNITY TO THRIVE. RECOGNIZING THAT NO SINGLE ORGANIZATION ALONE CAN SOLVE PRESSING COMMUNITY ISSUES, UNITED WAY OF BERKS COUNTY WORKS THROUGH OUR MANY COMMUNITY PARTNERS PROVIDING ANNUAL FUNDING FOR SERVICES IN OUR FOCUS AREA'S OF EDUCATION, INCOME, HEALTH AND SAFETY NET SERVICES; OFFERING SPECIAL ONE-TIME GRANTS FOR NEW INITIATIVES AND EMERGENCY FUNDING; ACTING AS CONVENER TO ADDRESS COMMUNITY CONCERNS; AND FACILITATING COMMUNITY-WIDE PROGRAMS AND INITIATIVES. ANNUAL FUNDING UNITED WAY OF BERKS COUNTY HELPED OVER 100,000 LOCAL RESIDENTS IN 2015 BY TACKLING CRITICAL COMMUNITY ISSUES WITHIN FOUR PRIMARY FOCUS AREAS: EDUCATION, INCOME, HEALTH, AND SAFETY NET SERVICES. MUCH OF OUR WORK IS CARRIED OUT THROUGH OVER 50 PROGRAMS IN COORDINATION WITH 34 AGENCY PARTNERS. ALL FUNDED PROGRAMS ARE IDENTIFIED AND EVALUATED THROUGH THE EFFORTS OF OUR COMMUNITY IMPACT CABINET AND RESOURCE INVESTMENT REVIEW TEAMS, REPRESENTING VOLUNTEER COMMUNITY MEMBERS FROM VARIOUS SECTORS. THESE GROUPS ENSURE THAT UNITED WAY DONOR DOLLARS ARE BEING USED IN THE BEST WAY POSSIBLE TO MEET THE NEEDS OF OUR LOCAL COMMUNITY. VOLUNTEERS DETERMINE PROGRAM FUNDING LEVELS BASED ON THE PROGRAM'S ABILITY TO ADDRESS A PRIORITY NEED IN THE BERKS COUNTY COMMUNITY, THE PROGRAM'S LEVEL OF PERFORMANCE IN MEETING THAT NEED, AND THE FINANCIAL NEED OF THE PROGRAM. ON A YEARLY BASIS, ALL FUNDED PROGRAMS ARE REQUIRED TO SUBMIT AN APPLICATION THAT DETAILS HOW UNITED WAY DOLLARS ARE SPENT TO SUPPORT PROGRAMMING, AND THE OUTCOMES ACHIEVED BY CLIENTS PARTICIPATING IN THE PROGRAM. THESE OUTCOMES PLAY A CRUCIAL ROLE IN DETERMINING THE EFFECTIVENESS OF UNITED WAY FUNDED PROGRAMS. KEY RESULTS WITHIN OUR FOCUS AREAS DURING 2015 INCLUDE THE FOLLOWING:EDUCATIONUNITED 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 FUTURE. TO MEET THIS GOAL, KEY ISSUES ADDRESSED BY UNITED WAY AND ITS SUPPORTED PROGRAMS IN THIS FOCUS AREA INCLUDE EARLY CARE AND SCHOOL READINESS, SCHOOL SUCCESS, AND POSITIVE YOUTH DEVELOPMENT, SINCE THESE ISSUES ARE ALL INTERTWINED IN HELPING CHILDREN REACH THEIR POTENTIAL. THROUGH UNITED WAY FUNDED CHILD CARE SERVICES, OVER 1,000 CHILDREN RECEIVED HIGH QUALITY CHILD CARE IN 2015, WITH SEVERAL PROGRAMS HIGHLY DESIGNATED ON THE STATE'S KEYSTONE STARS QUALITY CHILD CARE RATING SYSTEM. IN ADDITION, MANY OF THESE CHILDREN RECEIVED CARE DURING NON-TRADITIONAL HOURS THROUGH THE YMCA OR OPPORTUNITY HOUSE SO THEIR PARENTS COULD WORK OR ATTEND SCHOOL. UNITED WAY DOLLARS HELP TO SUPPLEMENT FUNDING FOR THESE PROGRAMS, MANY OF WHOM PRIMARILY SERVE LOW INCOME FAMILIES RECEIVING STATE SUBSIDY DOLLARS FOR THEIR CHILD'S CARE. OUR DOLLARS ALSO HELP TO PROVIDE SUPPLEMENTAL CHILD CARE FUNDING FOR AN ADDITIONAL 60 FAMILIES PER MONTH, WHOSE INCOME THRESHOLDS JUST MISS QUALIFICATIONS FOR FEDERAL FUNDING, OR ARE ON THE WAITING LIST TO RECEIVE SUBSIDIZED FUNDING. THESE FAMILIES REPORT THAT THEY WOULD OTHERWISE NOT BE ABLE TO AFFORD CHILD CARE WITHOUT THIS ASSISTANCE, AND WOULD BE FORCED TO LEAVE EMPLOYMENT. IN ADDITION TO HELPING WITH CHILD CARE, UNITED WAY FUNDED PROGRAMS ALSO HELP PARENTS AND CAREGIVERS LEARN HOW TO BE THEIR CHILD'S FIRST AND MOST IMPORTANT TEACHER. PROGRAMS SUCH AS BABY UNIVERSITY, OPENING DOORS, AND THE PLAY AND LEARN CENTER AT OUR PARTNER, SALVATION ARMY, GIVES PARENTS OPPORTUNITIES TO HAVE POSITIVE, FUN, AND EDUCATIONALLY ORIENTED INTERACTIONS WITH THEIR YOUTH AND LEARN WAYS TO IMPLEMENT THESE TYPES OF ENRICHING EXPERIENCES AT HOME. TWENTY-EIGHT FAMILIES WITH CHILDREN UNDER THE AGE OF 5 PARTICIPATED IN THE PLAY AND LEARN CENTERS THROUGHOUT 2015, WHERE FAMILIES LEARNED DIFFERENT WAYS TO HELP THEIR CHILDREN REACH DEVELOPMENTAL MILESTONES IN PREPARATION FOR KINDERGARTEN. THE OPENING DOORS PROGRAM, OPERATED BY PARTNER AGENCY CENTRO HISPANO DANIEL TORRES, INC., HELPED 45 LATINO FAMILIES GAIN SKILLS THAT WILL ASSIST IN BUILDING THEIR CHILDREN'S LITERACY DEVELOPMENT. 93% OF PARTICIPATING FAMILIES IN THE UNITED WAY SUPPORTED BABY UNIVERSITY PROGRAM REPORTED THAT THEY LEARNED MORE ABOUT APPROPRIATE CHILD DEVELOPMENT TO HELP THEIR CHILDREN BECOME BETTER PREPARED FOR KINDERGARTEN. UNITED WAY'S SUPPORT OF OUT-OF-SCHOOL EDUCATIONAL, RECREATIONAL, AND MENTORING PROGRAMS HELPS YOUTH DEVELOP AGE APPROPRIATE LIFE SKILLS WHILE HAVING A SAFE PLACE TO SPEND TIME WITH PEERS AND POSITIVE ADULT ROLE MODELS. THESE PROGRAMS HELP YOUTH LEARN THE VALUE OF COMMUNITY SERVICE AND RESPONSIBILITY WHILE DEVELOPING SOCIAL SKILLS, SETTING PERSONAL GOALS, AND FINDING WAYS TO ACHIEVE THEM. IN 2015, ALMOST 18,000 YOUTH (UP FROM 16,000 IN 2014) PARTICIPATED IN QUALITY OUT-OF-SCHOOL PROGRAMS THROUGH OLIVET BOYS AND GIRLS CLUB OF READING AND BERKS COUNTY, HAWK MOUNTAIN COUNCIL: BOY SCOUTS OF AMERICA, AND GIRL SCOUTS OF EASTERN PENNSYLVANIA. ALMOST 70% OF THESE YOUTH ARE FROM THE CITY OF READING AND ARE DESIGNATED AT-RISK DUE TO LIVING IN POVERTY. 90% OF YOUTH PARTICIPATING IN OLIVET PROGRAMS FEEL THAT THEY HAVE BUILT UPON THEIR LEADERSHIP SKILLS IN THE PAST YEAR. AN ADDITIONAL 229 AT-RISK YOUTH (UP 9% FROM LAST YEAR) PARTICIPATED IN THE BIG BROTHERS/BIG SISTERS MENTORING PROGRAM WHERE ELIGIBLE YOUTH WHO PARTICIPATED FOR ONE YEAR OR LONGER HAD A 100 % GRADUATION RATE, AND A 0% TEENAGE PREGNANCY RATE. UNITED WAY FUNDING ALSO GOES TO SUPPORT THE CHILDREN'S HOME DAY ACADEMY, DESIGNED FOR YOUTH REQUIRING AN ALTERNATIVE EDUCATION ENVIRONMENT DUE TO SEVERE EMOTIONAL OR BEHAVIORAL ISSUES. 43 YOUTH EXPERIENCED SUCCESS IN THIS PROGRAM DURING 2015, WITH 92% OF STUDENTS SHOWING IMPROVEMENT TOWARD THEIR BEHAVIORAL GOALS TO HELP THEM MOVE FORWARD ON THE PATH OF RETURNING TO THEIR HOME SCHOOLS. INCOMEUNITED 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. WE WORK WITH SEVERAL AGENCY PARTNERS TO DO THIS WORK. FOR CHALLENGED POPULATIONS, INCLUDING THOSE IN POVERTY, RECOVERING FROM SUBSTANCE ABUSE, OR SUFFERING FROM VARIOUS DISABILITIES, MAINTAINING STABLE HOUSING CAN BE A DIFFICULT TASK. UNITED WAY SUPPORTED PROGRAMS THROUGH THE YMCA AND SALVATION ARMY MADE A DIFFERENCE FOR 400 INDIVIDUALS IN 2015, INCLUDING FAMILIES WITH CHILDREN, TO HELP THEM ACCESS SAFE, SUPPORTIVE HOUSING. THESE PROGRAMS ALSO PROVIDE EXTRA ASSISTANCE FOR THESE INDIVIDUALS IN THE FORM OF LIFE SKILLS EDUCATION, HOME VISITS, CAREER SERVICES AND ACCESS TO BENEFITS TO HELP THEM REMAIN ON THE PATH OF SELF-SUFFICIENCY SO STABLE HOUSING IS MAINTAINED. WHILE PARTICIPATING IN THE PROGRAM AT THE YMCA, 75% OF CLIENTS RECEIVED HELP TO OBTAIN EMPLOYMENT TO HELP THEM BECOME MORE FINANCIALLY STABLE. IN 2015, UNITED WAY FUNDED PROGRAMS THROUGH THE LITERACY COUNCIL AND READING AREA COMMUNITY COLLEGE HELPED OVER 800 BERKS COUNTIANS READ BETTER AND IMPROVE FUNCTIONAL SKILLS IN THE ENGLISH LANGUAGE TO FURTHER THEIR OPPORTUNITIES FOR GAINFUL EMPLOYMENT. AT THE LITERACY COUNCIL, 60% OF CLIENTS ADVANCED A MINIMUM OF ONE LEVEL IN THEIR ABILITY TO READ, WRITE, AND/OR SPEAK ENGLISH. AN ADDITIONAL 102 PEOPLE WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES RECEIVED COMPREHENSIVE EMPLOYMENT SERVICES (INCLUDING RESUME WRITING ASSISTANCE, MOCK INTERVIEWS, JOB SEARCHING SERVICES AND ON THE JOB SUPPORT) THROUGH THRESHOLD REHABILITATION SERVICES TO HELP THEM OBTAIN AND MAINTAIN A SELF-SUSTAINING JOB. THIRTY-THREE OF THESE CLIENTS OBTAINED COMPETITIVE EMPLOYMENT IN THE COMMUNITY. PARTNER AGENCY FRIEND, INC. COMMUNITY SERVICES OPERATED A FINANCIAL LITERACY PROGRAM IN 2015, WHICH HELPED CLIENTS LEARN MORE ABOUT BUDGETING, SAVINGS, AND CREDIT. NINETEEN FAMILIES PARTICIPATED IN THE PROGRAM LAST YEAR, WITH 68% ABLE TO FOLLOW THEIR OWN BUDGETS AFTER EXITING THE PROGRAM. | Desc |
| Total Program Service Expenses | $7,788,896 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 30 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | 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 |
| 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 | 501 WASHINGTON STREET PO BOX 702 | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196030702 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LENIN AGUDO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAULA BARRON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES S BOSCOV | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARL N BOTTERBUSCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAMIRO M CARBONELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL COHN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON DANKS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT D DAVIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE DUFF | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL A DUFF | ||||||
| CHAIR-ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDREA J FUNK | ||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SARA GALOSI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT L GRUBER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR JILL HACKMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA HALL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRADLEY C HALL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALISA HARRIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GORDAN HOODAK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DELPHIA HOWZE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT M HUNSICKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL B HUYETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN HUYETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN KEIFER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS G KRARAS | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NICK MARMONTELLO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETH GALLEN MASTROMARINO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORI MIECZKOWSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR KHALID MUMIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURIE PEER | ||||||
| ASST. SEC./TREAS. | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SCOTT REHR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARILU RODRIGUEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE SCHMIDTLEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD SHUTTLEWORTH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEROME T SIMCIK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY SIMMONS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALISON SNYDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY SNYDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID L STROBEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THERESE SUCHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK VELEKEI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY WASMUTH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR ANNA WEITZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TAMMY L WHITE | ||||||
| PRESIDENT | 37.50 | $152,858 | $0 | $20,457 | Yes (X) | |
| JEAN MORROW | ||||||
| SR VP RESOURCE DEVELOPMENT | 37.50 | $83,896 | $0 | $17,247 | Yes (X) | |
| PATRICIA C GILES | ||||||
| SR VP COMMUNITY IMPACT | 37.50 | $106,969 | $0 | $11,237 | Yes (X) | |
| MONICA RUANO-WENRICH | ||||||
| SR VP FINANCE & ADMIN | 37.50 | $82,997 | $0 | $17,143 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $426,720 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,084 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 | $9,889,098 | AllOtherContributionsAmt |
| Noncash Contributions | $331,396 | NoncashContributionsAmt |
| Total Contributions | $9,889,098 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,396 | TotalRevenueColumnAmt |
| Exclusion | $111,396 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,810,703 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,548,556 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $262,147 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,147 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $262,147 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATION FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $59,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,990 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $59,990 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,322,631 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $322,137 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $111,396 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,771,283 | TotalAmt |
| Program Services | $6,771,283 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,804 | TotalAmt |
| Program Services | $192,538 | ProgramServicesAmt |
| Management And General | $142,121 | ManagementAndGeneralAmt |
| Fundraising | $158,145 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,056,297 | TotalAmt |
| Program Services | $362,150 | ProgramServicesAmt |
| Management And General | $240,559 | ManagementAndGeneralAmt |
| Fundraising | $453,588 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,595 | TotalAmt |
| Program Services | $70,340 | ProgramServicesAmt |
| Management And General | $52,603 | ManagementAndGeneralAmt |
| Fundraising | $103,652 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,366 | TotalAmt |
| Program Services | $41,388 | ProgramServicesAmt |
| Management And General | $26,915 | ManagementAndGeneralAmt |
| Fundraising | $44,063 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,171 | TotalAmt |
| Program Services | $88,151 | ProgramServicesAmt |
| Management And General | $35,510 | ManagementAndGeneralAmt |
| Fundraising | $46,510 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,012 | TotalAmt |
| Program Services | $14,408 | ProgramServicesAmt |
| Management And General | $474 | ManagementAndGeneralAmt |
| Fundraising | $121,130 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,264 | TotalAmt |
| Program Services | $45,809 | ProgramServicesAmt |
| Management And General | $7,056 | ManagementAndGeneralAmt |
| Fundraising | $19,399 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,928 | TotalAmt |
| Program Services | $46,643 | ProgramServicesAmt |
| Management And General | $36,861 | ManagementAndGeneralAmt |
| Fundraising | $54,424 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,906 | TotalAmt |
| Program Services | $17,815 | ProgramServicesAmt |
| Management And General | $16,605 | ManagementAndGeneralAmt |
| Fundraising | $26,486 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,536 | TotalAmt |
| Program Services | $38,079 | ProgramServicesAmt |
| Management And General | $30,049 | ManagementAndGeneralAmt |
| Fundraising | $44,408 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,502 | TotalAmt |
| Program Services | $9,227 | ProgramServicesAmt |
| Management And General | $7,262 | ManagementAndGeneralAmt |
| Fundraising | $11,013 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NET PERIODIC PENSION CO | $219,829 | $74,390 | $58,694 | $86,745 |
| MISCELLANEOUS | $105,676 | $11,273 | $38,450 | $55,953 |
| EQUIPMENT RENTAL & MAIN | $25,536 | $5,402 | $4,509 | $15,625 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,727,705 | TotalAmt |
| Program Services | $7,788,896 | ProgramServicesAmt |
| Management And General | $697,668 | ManagementAndGeneralAmt |
| Fundraising | $1,241,141 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,067,971 | BOYAmt |
| EOY | $3,463,162 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,263,944 | BOYAmt |
| EOY | $7,203,717 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,869 | BOYAmt |
| EOY | $29,215 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,304 | BOYAmt |
| EOY | $27,552 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $316,111 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $247,533 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,260 | BOYAmt |
| EOY | $68,578 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,046,457 | BOYAmt |
| EOY | $8,852,440 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $833,076 | BOYAmt |
| EOY | $786,157 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,400,881 | BOYAmt |
| EOY | $20,430,821 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,170 | BOYAmt |
| EOY | $291,728 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,322,473 | BOYAmt |
| EOY | $2,198,846 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,587,643 | BOYAmt |
| EOY | $2,490,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,293,995 | BOYAmt |
| EOY | $4,259,670 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,841,281 | BOYAmt |
| EOY | $8,056,992 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,677,962 | BOYAmt |
| EOY | $5,623,585 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,813,238 | BOYAmt |
| EOY | $17,940,247 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,400,881 | BOYAmt |
| EOY | $20,430,821 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $594,926 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$467,917 | 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 | $9,104,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,330,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,294,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,132,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,889,099 | CurrentTaxYearAmt |
| Total | $47,751,655 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,104,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,330,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,294,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,132,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,889,099 | CurrentTaxYearAmt |
| Total | $47,751,655 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $441,616 | SubstantialContributorsTotAmt |
| Public Support Total170 | $47,310,039 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $111,395 | CurrentTaxYearAmt |
| Total | $608,669 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,457 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,582 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,990 | CurrentTaxYearAmt |
| Total | $316,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,676,532 | TotalSupportAmt |
| Public Support CY170 | 0.97190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $6,554,413 | BeginningYearBalanceAmt |
| Contributions | $250,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$62,630 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $262,609 | OtherExpendituresAmt |
| End Year Balance | $6,479,174 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,373,055 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $433,937 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $253,579 | OtherExpendituresAmt |
| End Year Balance | $6,554,413 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,539,429 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,067,087 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $233,461 | OtherExpendituresAmt |
| End Year Balance | $6,373,055 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,110,374 | BeginningYearBalanceAmt |
| Contributions | $41,041 | ContributionsAmt |
| Investment Earnings Or Losses | $621,316 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $233,302 | OtherExpendituresAmt |
| End Year Balance | $5,539,429 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,189,475 | BeginningYearBalanceAmt |
| Contributions | $76,165 | ContributionsAmt |
| Investment Earnings Or Losses | $68,060 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $223,326 | OtherExpendituresAmt |
| End Year Balance | $5,110,374 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25340 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74660 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $36,114 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $28,859 | DepreciationAmt |
| Book Value | $7,255 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $243,618 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $184,526 | DepreciationAmt |
| Book Value | $59,092 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $36,379 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $34,148 | DepreciationAmt |
| Book Value | $2,231 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $68,578 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OTHER UNITED WAYS | $381,942 |
| DUE TO DESIGNATED AFFILIATED AGENCIES | $1,404,613 |
| UNFUNDED PENSION LIABILITY | $412,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,198,846 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,372,591 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$479,485 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $157,085 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$46,919 | OtherRevenueAmt |
| Revenue Not Reported | -$369,319 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,741,910 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,580,721 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,580,721 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,322,631 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,304,069 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $157,085 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $157,085 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,146,984 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,580,721 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,580,721 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,727,705 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT CONSISTS OF TEN 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: | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS OF DECEMBER 31, 2015 AND 2014, THERE WAS NO UNRELATED BUSINESS INCOME FOR THE ORGANIZATION. UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED GAINS/(LOSSES) ON BENEFICIAL INTEREST -46,919. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED CONTRIBUTIONS 1,580,721. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED ALLOCATIONS 1,580,721. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (53 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| UNITED WAY OF LANCASTER | ||||||
| 630 JANET AVENUE | LANCASTER | PA | 17601 | 501(C)(3) | $60,000 | SUBCONTRACTED GRANTS |
| AMERICAN CANCER SOCIETY | ||||||
| 498 BELLEVUE AVENUE | READING | PA | 19605 | 501(C)(3) | $224,655 | PARTNER AGENCY INVESTMENTS |
| AMERICAN RED CROSS - BERKS COUNTY CHAPTER | ||||||
| 701 CENTRE AVENUE | READING | PA | 19601 | 501(C)(3) | $314,601 | PARTNER AGENCY INVESTMENTS |
| BERKS COALITION TO END HOMELESSNESS | ||||||
| PO BOX 7712 | READING | PA | 19603 | 501(C)(3) | $15,003 | PARTER AGENCY INVESTMENTS |
| BERKS CONNECTIONSPRETRIAL SERVICES | ||||||
| 633 COURT STREET 16TH FLOOR | READING | PA | 19601 | 501(C)(3) | $62,395 | PARTNER AGENCY INVESTMENTS |
| BERKS ENCORE | ||||||
| 40 NORTH 9TH STREET | READING | PA | 19601 | 501(C)(3) | $100,073 | PARTNER AGENCY INVESTMENTS |
| BERKS DEAF & HARD OF HEARING SERVICES | ||||||
| 2045 CENTRE AVENUE | READING | PA | 19605 | 501(C)(3) | $52,512 | PARTNER AGENCY INVESTMENTS |
| BERKS VISITING NURSE ASSOCIATION | ||||||
| 1170 BERKSHIRE BOULEVARD | WYOMISSING | PA | 19610 | 501(C)(3) | $309,433 | PARTNER AGENCY INVESTMENTS |
| BERKS WOMEN IN CRISIS | ||||||
| 50 N 4TH STREET | READING | PA | 19601 | 501(C)(3) | $176,975 | PARTNER AGENCY INVESTMENTS |
| BIG BROTHERSBIG SISTERS OF BERKS COUNTY | ||||||
| 303 WINDSOR STREET | READING | PA | 19601 | 501(C)(3) | $201,206 | PARTNER AGENCY INVESTMENTS |
| BIRDSBORO COMMUNITY MEMORIAL CENTER | ||||||
| 201 EAST MAIN STREET | BIRDSBORO | PA | 19508 | 501(C)(3) | $58,429 | PARTNER AGENCY INVESTMENTS |
| BOY SCOUTS OF AMERICA - HAWK MOUNTAIN COUNCIL | ||||||
| 5027 POTTSVILLE PIKE | READING | PA | 19605 | 501(C)(3) | $267,496 | PARTNER AGENCY INVESTMENTS |
| CAMP FIRE USA ADAHI COUNCIL | ||||||
| 172 HARTZ STORE ROAD | MOHNTON | PA | 19540 | 501(C)(3) | $30,000 | PARTNER AGENCY INVESTMENTS |
| CENTER FOR MENTAL HEALTH - THE READING HOSPITAL & MEDICAL CENTER | ||||||
| PO BOX 16052 | READING | PA | 19612 | 501(C)(3) | $110,260 | PARTNER AGENCY INVESTMENTS |
| THE CHILDREN'S HOME OF READING | ||||||
| 1010 CENTRE AVENUE | READING | PA | 19601 | 501(C)(3) | $69,643 | PARTNER AGENCY INVESTMENTS |
| CENTRO HISPANO DANIEL TORRES INC | ||||||
| 501 WASHINGTON STREET | READING | PA | 19601 | 501(C)(3) | $233,274 | PARTNER AGENCY INVESTMENTS |
| COMMUNITY CHILD CARE - BERKS COUNTY INTERMEDIATE UNIT | ||||||
| 1111 COMMONS BLVD PO BOX 16050 | READING | PA | 19612 | 501(C)(3) | $253,644 | PARTNER AGENCY INVESTMENTS |
| EASTER SEALS EASTERN PENNSYLVANIA | ||||||
| 1040 LIGGETT AVENUE | READING | PA | 19611 | 501(C)(3) | $350,203 | PARTNER AGENCY INVESTMENTS & VENTURE GRANTS |
| FAMILY GUIDANCE CENTER | ||||||
| 1235 PENN AVENUE SUITE 205-206 | READING | PA | 19610 | 501(C)(3) | $421,162 | PARTNER AGENCY INVESTMENTS |
| FRIEND INC COMMUNITY SERVICES | ||||||
| 658D NOBLE STREET | KUTZTOWN | PA | 19530 | 501(C)(3) | $132,227 | PARTNER AGENCY INVESTMENTS |
| GIRL SCOUTS OF EASTERN PENNSYLVANIA | ||||||
| 330 MANOR ROAD | MIQUON | PA | 19444 | 501(C)(3) | $121,315 | PARTNER AGENCY INVESTMENTS |
| GREATER BERKS FOOD BANK | ||||||
| 1011 TUCKERTON COURT | READING | PA | 19605 | 501(C)(3) | $82,333 | PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS & SUBCONTRACTED GRANTS |
| GREATER READING MENTAL HEALTH ALLIANCE | ||||||
| 1234 PENN AVENUE | WYOMISSING | PA | 19610 | 501(C)(3) | $120,559 | PARTNER AGENCY INVESTMENTS |
| HABITAT FOR HUMANITY OF BERKS COUNTY | ||||||
| 336 SOUTH 18TH STREET | READING | PA | 19602 | 501(C)(3) | $32,501 | PARTNER AGENCY INVESTMENTS |
| JEWISH FEDERATION OF READING PA | ||||||
| 1100 BERKSHIRE BOULEVARD | WYOMISSING | PA | 19610 | 501(C)(3) | $71,804 | PARTNER AGENCY INVESTMENTS |
| LITERACY COUNCIL OF READING-BERKS | ||||||
| 35 SOUTH DWIGHT STREET | WEST LAWN | PA | 19609 | 501(C)(3) | $78,711 | PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS |
| OLIVET BOYS & GIRLS CLUB OF READING & BERKS COUNTY | ||||||
| 1161 PERSHING BOULEVARD | READING | PA | 19611 | 501(C)(3) | $934,443 | PARTNER AGENCY INVESTMENTS |
| OPPORTUNITY HOUSE | ||||||
| 430 NORTH SECOND STREET | READING | PA | 19601 | 501(C)(3) | $208,276 | PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS |
| READING AREA COMMUNITY COLLEGE | ||||||
| 10 SOUTH SECOND STREET PO BOX 1706 | READING | PA | 19603 | $72,179 | PROGRAM FUNDING INVESTMENTS - ESL LANGUAGE CLASSES | |
| THE SALVATION ARMY OF READING | ||||||
| PO BOX 1099 | READING | PA | 19602 | 501(C)(3) | $312,006 | PARTNER AGENCY INVESTMENTS |
| THRESHOLD REHABILITATION SERVICES INC | ||||||
| 1000 LANCASTER AVENUE | READING | PA | 19607 | 501(C)(3) | $140,195 | PARTNER AGENCY INVESTMENTS & VENTURE GRANTS |
| UNITED SERVICE ORGANIZATION | ||||||
| 2111 WILSON BLVD | ARLINGTON | VA | 22201 | 501(C)(3) | $33,610 | PARTNER AGENCY INVESTMENTS |
| YMCA OF READING & BERKS COUNTY | ||||||
| 631 WASHINGTON STREET | READING | PA | 19603 | 501(C)(3) | $446,468 | PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS |
| UNITED COMMUNITY SERVICES FOR WORKING FAMILIES | ||||||
| 116 NORTH FIFTH STREET | READING | PA | 19601 | 501(C)(3) | $88,559 | PROGRAM FUNDING INVESTMENTS |
| BERKS AIDS NETWORKCO-COUNTY WELLNESS | ||||||
| 429 WALNUT STREET PO BOX 8626 | READING | PA | 19603 | 501(C)(3) | $116,664 | PARTNER AGENCY INVESTMENTS & SUBCONTRACTED GRANTS |
| COMMUNITY PREVENTION PARTNERSHIP | ||||||
| 227 NORTH 5TH STREET | READING | PA | 19604 | 501(C)(3) | $10,147 | PARTNER ANGENCY INVESTMENTS & SUBCONTRACTED GRANTS |
| CATHOLIC CHARITIES DIOCESE OF ALLENTOWN | ||||||
| 400 WASHINGTON STREET SUITE 100 | READING | PA | 19601 | 501(C)(3) | $25,006 | PARTNER AGENCY INVESTMENTS |
| FAMILY PROMISE OF BERKS COUNTY | ||||||
| 325 N 5TH STREET | READING | PA | 19601 | 501(C)(3) | $15,000 | RAPID RESPONSE GRANT |
| BOYERTOWN AREA MULTI-SERVICE | ||||||
| 200 WEST SPRING STREET | BOYERTOWN | PA | 19512 | 501(C)(3) | $25,006 | PARTNER AGENCY INVESTMENTS |
| MIDPENN LEGAL SERVICES | ||||||
| 501 WASHINGTON STREET SUITE 401 | READING | PA | 19601 | 501(C)(3) | $37,509 | PARTNER AGENCY INVESTMENTS |
| BRIDGE OF HOPE BERKS COUNTY | ||||||
| 300 CHURCH STREET | READING | PA | 19601 | 501(C)(3) | $13,500 | RAPID RESPONSE GRANTS |
| OUTREACH INC | ||||||
| 301 CENTER STREET PO BOX 361 | UNION | IA | 50258 | 501(C)(3) | $32,500 | SUBCONTRACTED GRANTS |
| PA 2-1-1 | ||||||
| 630 JANET AVENUE | LANCASTER | PA | 17601 | 501(C)(3) | $10,000 | SUBCONTRACTED GRANTS |
| READING SCHOOL DISTRICT | ||||||
| 800 WASHINGTON STREET | READING | PA | 19601 | $8,704 | SUBCONTRACTED GRANTS | |
| YOCOM INSTITUTE FOR ARTS EDUCATION | ||||||
| 1100 BELMONT AVENUE | WYOMISSING | PA | 19610 | 501(C)(3) | $25,000 | SUBCONTRACTED GRANTS |
| ABILITIES IN MOTION | ||||||
| 210 NORTH 5TH STREET HIGHWAY | READING | PA | 19601 | 501(C)(3) | $20,000 | VENTURE GRANTS |
| GOODWILL INDUSTRIES KEYSTONE AREA | ||||||
| 3001 ST LAWRENCE AVE | READING | PA | 19606 | 501(C)(3) | $12,500 | VENTURE GRANTS |
| BERKS T1D CONNECTION | ||||||
| 330 N WYOMISSING AVE | SHILLINGTON | PA | 19607 | 501(C)(3) | $5,000 | LIVE UNITED GRANTS |
| MANY RIVERS LEARNING CENTER | ||||||
| 950 WEISER STREET | READING | PA | 19601 | 501(C)(3) | $5,000 | LIVE UNITED GRANTS |
| WOOD TO WONDERFUL | ||||||
| 1044 N 8TH ST | READING | PA | 19604 | 501(C)(3) | $5,000 | LIVE UNITED GRANTS |
| COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY | ||||||
| 1501 LEHIGH ST 206 | ALLENTOWN | PA | 18103 | 501(C)(3) | $100,000 | STRATEGIC ISSUES GRANTS |
| READING PUBLIC LIBRARY FOUNDATION | ||||||
| 100 SOUTH FIFTH STREET | READING | PA | 19602 | 501(C)(3) | $10,000 | STRATEGIC ISSUES GRANTS |
| PENNSYLVANIA CASA | ||||||
| PO BOX 681 | CARLISLE | PA | 17013 | 501(C)(3) | $25,000 | OTHER GRANTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 51 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
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 2015, WE ALLOCATED FUNDS TO 34 AGENCY PARTNERS, SUPPORTING OVER 50 PROGRAMS AND SERVICES. IN TOTAL, MORE THAN 100,000 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) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY L WHITE | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $144,358 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $8,500 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $20,457 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $173,315 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $331,396 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | HEALTH HEALTH IMPACTS EVERY ASPECT OF A PERSON'S LIFE. GOOD HEALTH ALLOWS CHILDREN TO LEARN BETTER AND ADULTS TO LIVE MORE PRODUCTIVE AND FULLER LIVES. BY SUPPORTING PROGRAMS THAT ASSIST OTHERS TO LIVE HEALTHIER LIVES TO THE EXTENT POSSIBLE, UNITED WAY IS CREATING OPPORTUNITIES FOR PEOPLE TO ACHIEVE THEIR OPTIMAL HEALTH AND INDEPENDENCE IN ALL AREAS OF THEIR LIVES. PROGRAMS UNITED WAY SUPPORTS ADDRESS BOTH THE PREVENTIVE ASPECT OF HEALTH ISSUES WHILE ALSO ADDRESSING MORE INTERVENTION TYPES OF NEEDS. UNITED WAY PARTNERS WITH VARIOUS HEALTH PROGRAMS TO HELP PEOPLE MAINTAIN THEIR INDEPENDENCE AND SELF-SUFFICIENCY SO THEY CAN REMAIN PART OF THEIR COMMUNITIES. BY FUNDING THE MEALS ON WHEELS PROGRAM AT BERKS ENCORE, ALMOST 700 HOMEBOUND SENIORS RECEIVED A NUTRITIONALLY BALANCED MEAL 5 DAYS A WEEK, ALONG WITH RECEIVING CASE MANAGEMENT SERVICES TO HELP WITH OTHER NEEDS THAT MAY ARISE. 90% OF SENIORS INVOLVED IN THE PROGRAM REPORT THAT MEALS ON WHEELS HAS HELPED THEM BE LESS HUNGRY DURING THE DAY AND 98% REPORT THAT THEY ALSO FEEL MORE SECURE DUE TO THE DAILY VISITOR WHO BRINGS THEIR MEALS EACH DAY. AN ADDITIONAL 470 SENIORS WERE HELPED THROUGH SUPPORTIVE SERVICE PROGRAMS AT BOYERTOWN AREA MULTI-SERVICE, WHERE CLIENTS RECEIVED ASSISTANCE IN COMPLETING APPLICATIONS FOR BENEFITS FOR WHICH THEY ARE ELIGIBLE, ALONG WITH RECEIVING A DAILY LUNCH THROUGH THE CONGREGATE MEAL PROGRAM, AND LEARNING OF OTHER PROGRAMS/SERVICES THAT COULD HELP THEM REMAIN INDEPENDENT AT HOME WHILE ENGAGED IN THEIR COMMUNITY. SUPPORTED PROGRAMS THROUGH BERKS VISITING NURSE ASSOCIATION PROVIDED SKILLED HOME NURSING SERVICES FOR 4,960 (UP FROM 3,830 IN 2014) OLDER ADULTS AND PEOPLE WITH DISABILITIES AND CHRONIC HEALTH PROBLEMS IN 2015. 58% OF THE PATIENTS WHO RECEIVED BVNA'S HOME HEALTH CARE SERVICES WERE ABLE TO REMAIN INDEPENDENT IN THEIR HOMES DUE TO THESE SERVICES, AND AVOID NEEDING NURSING HOME SERVICES. MENTAL HEALTH SERVICES REMAIN A CRITICAL NEED IN BERKS COUNTY. UNITED WAY FUNDED COUNSELING SERVICES HELPED 1,334 CLIENTS REACH BETTER MENTAL HEALTH OUTCOMES, THROUGH PARTNER AGENCY, FAMILY GUIDANCE CENTER, WHERE 73% OF SURVEYED CLIENTS REPORTED SIGNIFICANTLY BETTER LIFE FUNCTIONING SKILLS DUE TO SERVICES THEY RECEIVED. THE UNITED WAY FUNDED COUNSELING PROGRAM AT THE READING HOSPITAL CENTER FOR MENTAL HEALTH ASSISTED 459 CHILDREN AND THEIR FAMILIES IN RECEIVING SUPPORT TO FUNCTION BETTER IN THEIR RELATIONSHIPS AT SCHOOL AND HOME. 73% OF YOUTH SURVEYED NOTED IMPROVEMENT IN THEIR SYMPTOMS OF DEPRESSION THROUGH THE HELP RECEIVED IN THE PROGRAM. ALMOST 400 CHILDREN WITH DISABILITIES AND THEIR FAMILIES RECEIVED MEDICAL EVALUATIONS, THERAPY SERVICES, AND THERAPEUTIC RECREATION THROUGH EASTER SEALS, ANOTHER UNITED WAY PARTNER AGENCY. 100% OF FAMILIES REPORT THE FOLLOWING OUTCOMES: THEY RECEIVED THE NECESSARY SUPPORT TO BE ABLE TO FOLLOW THEIR CHILD'S HOME THERAPY PLAN, THEIR CHILD'S DEVELOPMENTAL AND MEDICAL CARE WERE POSITIVELY IMPACTED THROUGH ATTENDANCE AT THE PEDIATRIC CLINICS, AND THEIR CHILD'S SOCIALIZATION HAS BEEN POSITIVELY IMPACTED THROUGH ATTENDING THE THERAPEUTIC RECREATION PROGRAMS. UNITED WAY'S DIRECT ADMINISTRATION OF THE FAMILYWIZE DISCOUNT PRESCRIPTION CARD PROGRAM ASSISTS ANYONE ACROSS OUR LOCAL AREA, REGARDLESS OF AGE OR INCOME, WHO MUST PAY FOR MEDICATIONS NOT COVERED UNDER ANY TYPE OF INSURANCE. UNITED WAY OF BERKS COUNTY IS ONE OF THE OVER 1,000 UNITED WAYS ACROSS THE COUNTRY PARTNERING WITH FAMILYWIZE TO IMPLEMENT THIS PROGRAM. OUR UNITED WAY DISTRIBUTES OVER 30,000 CARDS A YEAR TO LOCAL BUSINESSES, COMMUNITY ORGANIZATIONS, PHARMACIES, SCHOOLS, HOSPITALS, AND ANY OTHER INDIVIDUALS OR ORGANIZATIONS WHO REQUEST THEM. IT CAN BE USED FOR ALL FDA APPROVED BRAND NAME/GENERIC DRUGS, AND CAN BE USED REPEATEDLY AT ALL PARTICIPATING RETAIL PHARMACIES WHO ACCEPT THE CARD. THESE PARTICIPATING PHARMACIES OFFER THE LOWER COST AT THEIR EXPENSE AND PASS ON 100% OF THE SAVINGS TO THE CLIENT. IN 2015, OVER 8,800 CLAIMS WERE MADE USING THIS CARD, REPRESENTING $230,502 IN SAVINGS FOR PEOPLE ACROSS THE COUNTY, AN AVERAGE OF $26.15 PER PRESCRIPTION. SAFETY NET SERVICES 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. PROVISION OF EMERGENCY SHELTER IS JUST ONE WAY THAT UNITED WAY FUNDED PROGRAMS HELP THOSE IN NEED. IN 2015, 15,277 NIGHTS OF SHELTER WERE PROVIDED TO 333 ADULTS AND 317 CHILDREN WHO WERE VICTIMS OF DOMESTIC VIOLENCE THROUGH BERKS WOMEN IN CRISIS. THESE CLIENTS RECEIVE OTHER SUPPORTIVE SERVICES AS PART OF THEIR STAY IN THE SHELTER, INCLUDING COUNSELING, CASE MANAGEMENT, AND GROUP SESSIONS TO HELP THEM GET BACK ON THEIR FEET AND HAVE THE NECESSARY TOOLS IN PLACE AS THEY TRANSITION TO PERMANENT OR TRANSITIONAL HOUSING. ANOTHER PARTNER AGENCY, OPPORTUNITY HOUSE, ALSO PROVIDED SHELTER FOR AT LEAST ONE NIGHT, INCLUDING A NUTRITIOUS MEAL, TO 379 ADULTS AND 78 CHILDREN. AN ADDITIONAL 33 PEOPLE WERE PREVENTED FROM BECOMING HOMELESS THROUGH UNITED WAY DOLLARS PROVIDED TO BERKS COALITION TO END HOMELESSNESS; THESE DOLLARS WERE USED FOR RENT AND/OR UTILITY ASSISTANCE FOR THOSE HOUSEHOLDS FINDING THEMSELVES IN NEED FOR THE FIRST TIME. OTHER PARTNER AGENCY PROGRAMS THAT ASSISTED WITH BASIC NEEDS IN 2015 INCLUDE THE READING CORPS OF SALVATION ARMY, WHO HELPED MORE THAN 22,000 PEOPLE WITH FOOD ASSISTANCE, UTILITY BILLS OR MEDICAL PRESCRIPTIONS IN THE CITY OF READING. AN ADDITIONAL 1,352 PEOPLE WERE HELPED WITH SIMILAR NEEDS IN THE RURAL AREA OF KUTZTOWN AND SURROUNDING AREAS THROUGH FRIEND, INC. COMMUNITY SERVICES. CENTRO HISPANO PROVIDED INFORMATION, REFERRAL AND OTHER SERVICES TO MEET BASIC NEEDS TO OVER 2,800 PEOPLE, MANY OF WHOM REQUIRE BILINGUAL ASSISTANCE THAT THE AGENCY CAN PROVIDE. ALL THREE OF THESE AGENCIES PROVIDE CRUCIAL SAFETY NET SERVICES, BUT ALSO PROVIDE OTHER TYPES OF SUPPORTIVE SERVICES AS MENTIONED ABOVE TO HELP CLIENTS BE AS SELF-SUFFICIENT AS POSSIBLE IN THE FUTURE. VICTIMS OF DISASTER ARE ALSO ASSISTED THROUGH UNITED WAY FUNDED PROGRAMS WITH AMERICAN RED CROSS: BERKS COUNTY CHAPTER. 57 FAMILIES CONSISTING OF 243 INDIVIDUALS WERE ASSISTED WITH FOOD, CLOTHING, SHELTER, REPLACEMENT FURNITURE AND OTHER CRITICAL NEEDS AFTER LOSING THEIR HOMES TO FIRES, FLOODS OR OTHER DISASTERS. SPECIAL GRANT AND OTHER FUNDING OPPORTUNITIES IN ADDITION TO PROVIDING ANNUAL FUNDING, UNITED WAY OF BERKS COUNTY OFFERS OTHER GRANT OPPORTUNITIES THAT ARE AVAILABLE TO ORGANIZATIONS BOTH WITHIN AND OUTSIDE OUR PARTNER AGENCY NETWORK. VENTURE GRANTS PROVIDE ONE-TIME FUNDING OPPORTUNITIES THAT SUPPORT NEW OR EXPANDED PROGRAMS WHICH RESPOND TO SPECIFICALLY IDENTIFIED NEEDS OF UNDERSERVED POPULATIONS AND/OR GEOGRAPHIC AREAS. THIS GRANT OPPORTUNITY WAS MADE AVAILABLE FOR A SECOND YEAR IN 2015, WITH THE FOCUS ON PROGRAMS DESIGNED TO HELP SPECIAL NEEDS YOUTH AND THEIR FAMILIES RECEIVE SUPPORT AS YOUTH TRANSITION FROM HIGH SCHOOL INTO HIGHER EDUCATION OR THE WORKPLACE. FOUR ORGANIZATIONS WERE APPROVED FOR VENTURE GRANT FUNDING IN 2015, FOR A TOTAL AMOUNT OF $70,000. LIVE UNITED GRANTS ARE DESIGNED FOR GRASS-ROOTS OR SMALLER COMMUNITY ORGANIZATIONS WORKING ON PROJECTS THAT BRING PEOPLE TOGETHER IN A VARIETY OF WAYS TO IMPROVE THE QUALITY OF LIFE FOR BERKS COUNTY RESIDENTS. THIS IS THE SECOND CONSECUTIVE YEAR THAT THIS OPPORTUNITY WAS MADE AVAILABLE, WITH A MAXIMUM GRANT AWARD OF $5,000. SIX ORGANIZATIONS RECEIVED LIVE UNITED GRANTS IN 2015, FOR A TOTAL OF $26,326. RAPID RESPONSE GRANTS PROVIDE FUNDING FOR LOCAL NONPROFIT ORGANIZATIONS THAT HAVE EXPERIENCED AN UNANTICIPATED CHANGE IN FINANCIAL CIRCUMSTANCES THAT JEOPARDIZES A PROGRAM'S ABILITY TO BE EFFECTIVE, THEREBY CAUSING SERIOUS CONSEQUENCES TO CLIENTS AND POTENTIALLY THE COMMUNITY AS A WHOLE. IN 2015, 7 ORGANIZATIONS WERE PROVIDED WITH RAPID RESPONSE FUNDING THROUGH UNITED WAY, REPRESENTING A TOTAL OF $96,000. MAXIMUM GRANT AMOUNTS WERE $15,000. |
| FORM 990, PART III, LINE 4A | COMMUNITY INITIATIVES READY. SET. READ! THIRD GRADE READING PROFICIENCY IS A KEY INDICATOR OF FUTURE SUCCESS, YET RECENT PSSA SCORES SHOW THAT NEARLY 40% OF THIRD GRADERS IN BERKS COUNTY FALL SHORT OF BEING PROFICIENT. READY. SET. READ! IS A COLLABORATION AMONG UNITED WAY OF BERKS COUNTY, THE EDUCATIONAL AND BUSINESS COMMUNITIES AND COMMUNITY ORGANIZATIONS THAT WILL ENSURE READING PROFICIENCY FOR STUDENTS BY THE END OF THIRD GRADE. IN 2012, READY. SET. READ! ANNOUNCED ITS BOLD GOAL - - 90% OF BERKS COUNTY 3RD GRADERS WILL BE PROFICIENT READERS BY 2023, AS MEASURED BY 3RD GRADE PSSA TEST SCORES. 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. IN 2013 AND 2014, RSR STARTED TO SEE PROGRESS IN ENGAGING THE COMMUNITY, BUILDING PARTNERSHIPS AND DEVELOPING PROGRAMS TO WORK TOWARDS THIS BOLD GOAL. IN 2015, READY. SET. READ! BUILT MOMENTUM IN PROGRAMS IN EACH STRATEGY AREA INCLUDING THE FOLLOWING: - 10,609 VOLUNTEER HOURS WERE SPENT IN SUPPORT OF READY.SET.READ! ACTIVITIES EQUATING TO THE TOTAL VALUE OF VOLUNTEER TIME OF $244,750 (BASED ON THE INDEPENDENT SECTOR VOLUNTEER VALUES FOR 2015.) - STAR READERS: VOLUNTEERS ARE CURRENTLY TUTORING IN 12 SCHOOL DISTRICTS AND 29 ELEMENTARY SCHOOLS PROVIDING ONE ON ONE TUTORING SUPPORT TO STUDENTS EACH WEEK. THERE ARE NEARLY 400 ACTIVE TUTORS WHO MAKE THIS POSSIBLE. - RAISING A READER: AFTER PILOTING THIS PROGRAM IN PRE-K AND KINDERGARTEN CLASSROOMS IN TWO READING SCHOOLS LAST YEAR, IT'S BEEN EXPANDED TO TWO MORE ELEMENTARY SCHOOLS AND A HEAD START SITE IN READING. - READY ROSIE: AS A PARENT ENGAGEMENT RESOURCE, READY ROSIE IS CURRENTLY ENGAGING PARENTS IN NINE SCHOOL DISTRICTS. - GROWING READERS: GROWING READERS HELPED SEVEN CHILDCARE TEACHERS INCREASE THE QUALITY OF THEIR PROGRAM FOR THE 62 CHILDREN IN THEIR CARE. - STORY FRIENDS: STORY FRIENDS GREW FROM 14 VOLUNTEERS TO 85 VOLUNTEERS. - NEIGHBORHOOD BRIDGES: RSR BEGAN A PARTNERSHIP WITH YOCUM INSTITUTE TO PILOT THIS PROGRAM IN FOUR THIRD GRADE CLASSROOMS IN TWO ELEMENTARY SCHOOLS IN THE READING SCHOOL DISTRICT. THE FULL REPORT CAN BE FOUND AT THE WEBSITE, WWW.READYSETREADBERKS.ORG 2-1-1 INFORMATION AND REFERRAL THE 2-1-1 SERVICE PROVIDES PEOPLE WITH INFORMATION ABOUT ESSENTIAL HUMAN SERVICES, SUCH AS LOCATING CHILD CARE, FINDING QUALITY CARE FOR AGING PARENTS, NEEDING ASSISTANCE TO MEET BASIC NEEDS OR JOB TRAINING PROGRAMS. 2-1-1 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. 2-1-1 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, 2-1-1 IS A USEFUL PLANNING TOOL SINCE IT PROVIDES REAL TIME INFORMATION ABOUT THE SCOPE OF ISSUES LOCAL PEOPLE ARE FACING. IN 2015, 2,809 CALLS WERE RECEIVED (AN 11% INCREASE OVER 2014), WITH THE MAJORITY FOCUSED ON INQUIRES RELATING TO UTILITIES ASSISTANCE, HOUSING/HOMELESSNESS, AND FOOD ASSISTANCE. TOP AGENCY REFERRALS INCLUDED: CATHOLIC CHARITIES, OPPORTUNITY HOUSE, PA DEPARTMENT OF PUBLIC WELFARE, THE SALVATION ARMY AND GREATER BERKS FOOD BANK, AS WELL AS OTHER LOCAL NONPROFITS AND GOVERNMENT/LEGAL ORGANIZATIONS. 2-1-1 PHONE SERVICE IS AVAILABLE 24/7. ONLINE SEARCH CAPABILITY OF THE PA 2-1-1 DATABASE IS ALSO AVAILABLE AT WWW.PA211EAST.ORG |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING BOARD MEMBERS ARE RELATED: DIANE AND MICHAEL DUFF - SPOUSES BARBARA AND BRADLEY HALL - SPOUSES ELLEN AND DANIEL HUYETT - SPOUSES THREE 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 CAMPAIGN CO-CHAIRS. THE FOLLOWING BOARD MEMBERS ARE ALSO RELATED: SCOTT HUNSICKER AND CHRIS KRARAS - IN-LAW RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 FULLY AND COMPLETELY DISCLOSE THE MATERIAL FACTS 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 MEMBERS OF THE FINANCE COMMITTEE, THE INVESTMENT COMMITTEE AND THE AUDIT COMMITTEE, THE DISCLOSURE STATEMENTS SHALL BE PROVIDED TO THE PRESIDENT, WHO WILL REVIEW THE DISCLOSURE STATEMENTS AND PRESENT A SUMMARY OF THE FINDINGS TO THE EXECUTIVE COMMITTEE IN THE SPRING OF EACH YEAR. IN THE CASE OF STAFF, THE DISCLOSURE STATEMENTS SHALL BE PRESENTED TO THE SENIOR VICE PRESIDENT OF FINANCE & ADMINISTRATION, WHO WILL REVIEW THE DISCLOSURE STATEMENTS AND PRESENT A SUMMARY OF THE FINDINGS TO THE PRESIDENT BY MARCH 31ST OF EACH YEAR. IN THE CASE OF THE SENIOR VICE PRESIDENT OF FINANCE & ADMINISTRATION, THE DISCLOSURE STATEMENT SHALL BE PROVIDED TO THE PRESIDENT. 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 OF FINANCE & ADMINISTRATION SHALL FILE THE STAFF DISCLOSURE STATEMENTS WITH OTHER EMPLOYEE RECORDS. 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. 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 CHAIRMAN. WHEN REPORTED TO THE CHAIRMAN, THE CHAIRMAN IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, SHALL DETERMINE IF ANY FURTHER BOARD REVIEW OR ACTION IS REQUIRED. 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: 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 SEMI-ANNUALLY 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 SALARY AND ADMINISTRATION PROGRAM OF THE ORGANIZATION 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. 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 COMPENSATION PLAN/SALARY STRUCTURE OF THE ORGANIZATION 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 THE 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 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 THE UNITED WAY OF BERKS COUNTY WEB-SITE AT WWW.UWBERKS.ORG. ANNUAL REPORT AUDITED FINANCIAL STATEMENTS CAMPAIGN HIGHLIGHTS REPORT CODE OF ETHICS AND CONDUCT AND WHISTLEBLOWER POLICY LINKS TO FORM 990 VIA CHARITY NAVIGATOR AND GUIDESTAR MISSION STATEMENT VISION STATEMENT |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN/LOSS ON INVESTMENT -479,485. UNREALIZED GAIN/LOSS ON BENEFICIAL INTEREST -46,919. ADJUSTMENT TO REFLECT UNFUNDED PENSION LIABILITY 58,487. |
| FORM 990, PART IX, LINE 24(A): | DURING 2015 A SETTLEMENT OF THE PENSION OBLIGATION TOOK PLACE WHEN THE SUM OF THE ANNUITY PURCHASE FOR THE YEAR EXCEEDED THE SUM OF SERVICE COST AND INTEREST COST. WHEN A SETTLEMENT TAKES PLACE THE EMPLOYER RECOGNIZES A PORTION OF THE REMAINING UNRECOGNIZED NET ASSET AND NET ACTUARIAL GAIN/(LOSS) EXISTING AT THE DATE OF SETTLEMENT. |
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