UNITED WAY OF BERKS COUNTY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF BERKS COUNTY (EIN 23-1655375)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-16
IRS object ID
201541679349300234
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-06-16T13:13:37-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232415973PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HERBEINCOMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12763 CENTURY BOULEVARDAddressLine1Txt
CityREADINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19610ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231655375EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF BERKS COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone6106854550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 702AddressLine1Txt
CityREADINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP196030702ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTAMMY L WHITEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6106854550PhoneNum
Signature2015-06-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA S HIMEBACKPreparerPersonNm
PTINP00042618PTIN
Phone6103781175PhoneNum
Preparation2015-06-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTAMMY L WHITEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 702AddressLine1Txt
CityREADINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP196030702ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$12,764,955GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UWBERKS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1963FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionUNITED WAY OF BERKS COUNTY IMPROVES LIVES BY INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body47VotingMembersGoverningBodyCnt
Voting Members Independent47VotingMembersIndependentCnt
Total Employee27TotalEmployeeCnt
Total Volunteers1704TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,294,778PYContributionsGrantsAmt
CY Contributions Grants$10,132,601CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$488,929PYInvestmentIncomeAmt
CY Investment Income$570,838CYInvestmentIncomeAmt
PY Other Revenue$68,582PYOtherRevenueAmt
CY Other Revenue$52,139CYOtherRevenueAmt
PY Total Revenue$9,852,289PYTotalRevenueAmt
CY Total Revenue$10,755,578CYTotalRevenueAmt
PY Grants And Similar Paid$6,751,408PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,227,671CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,831,478PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,855,868CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,143,391CYTotalFundraisingExpenseAmt
PY Other Expenses$763,570PYOtherExpensesAmt
CY Other Expenses$822,671CYOtherExpensesAmt
PY Total Expenses$9,346,456PYTotalExpensesAmt
CY Total Expenses$9,906,210CYTotalExpensesAmt
PY Revenues Less Expenses$505,833PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$849,368CYRevenuesLessExpensesAmt
Total Assets BOY$19,506,384TotalAssetsBOYAmt
Total Assets EOY$20,400,881TotalAssetsEOYAmt
Total Liabilities BOY$2,303,015TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,587,643TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,203,369NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,813,238NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUNITED WAY OF BERKS COUNTY IMPROVES LIVES BY INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY.MissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$8,115,783ExpenseAmt
Grant$7,227,671GrantAmt
DescUNITED WAY OF BERKS COUNTY WORKS TO ADVANCE THE COMMON GOOD BY TACKLING CRITICAL COMMUNITY ISSUES WITHIN FOUR PRIMARY FOCUS AREAS: EDUCATION, INCOME, HEALTH AND SAFETY NET SERVICES. MUCH OF UNITED WAY'S WORK IS CARRIED OUT THROUGH OVER 50 PROGRAMS IN COORDINATION WITH OUR 32 AGENCY PARTNERS AND OTHER ORGANIZATIONS WITH WHOM WE WORK AS A CONVENER, FUNDER, OR FACILITATOR OF PROGRAMS. 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 2014 INCLUDE THE FOLLOWING:EDUCATIONWE ALL HAVE A STAKE IN MAKING SURE 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. KEY EDUCATION ISSUES ADDRESSED BY UNITED WAY SUPPORTED PROGRAMS INCLUDE SCHOOL READINESS, SCHOOL SUCCESS, POSITIVE YOUTH DEVELOPMENT AND HEALTHY FAMILIES, 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 2014, WITH SEVERAL PROGRAMS HIGHLY DESIGNATED ON THE STATE'S KEYSTONE STARS QUALITY CHILD CARE RATING SYSTEM. IN ADDITION, ABOUT 200 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 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. 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 CHILD CARE, UNITED WAY FUNDED PROGRAMS HELP PARENTS AND CAREGIVERS LEARN HOW TO BE THEIR CHILD'S FIRST AND MOST IMPORTANT TEACHER. 99% 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. PROGRAMS SUCH AS BABY UNIVERSITY AND THE PLAY AND LEARN CENTER AT OUR PARTNER, SALVATION ARMY, GIVE 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. 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 2014, OVER 16,000 (UP FROM 13,000 IN YEAR 2013) YOUTH 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. PROGRAMS SERVING AT-RISK YOUTH IN THE CITY OF READING NEARLY DOUBLED THEIR NUMBER OF CLIENTS AND HAVE SHOWN RETENTION RATES FROM YEAR TO YEAR ABOVE 75%. AN ADDITIONAL 211 AT-RISK YOUTH PARTICIPATED IN THE BIG BROTHERS/BIG SISTERS MENTORING PROGRAM WHERE ELIGIBLE YOUTH WHO PARTICIPATED FOR ONE YEAR OR LONGER HAD A 100 % GRADE ADVANCEMENT RATE, AND LESS THAN 1% TEENAGE PREGNANCY RATE. OVER 75% OF PARTICIPANTS REPORT THAT THE PROGRAM HAS HELPED THEM FEEL MORE CONFIDENT AND ABLE TO ACHIEVE THEIR GOALS. WE ARE PLEASED TO REPORT THAT TWO OF THESE AGENCIES DESCRIBED ABOVE, HAWK MOUNTAIN COUNCIL, AND BIG BROTHERS/BIG SISTERS OF BERKS COUNTY, BOTH RECEIVED NATIONAL RECOGNITION IN 2014 FOR THEIR HIGH QUALITY PROGRAMMING. 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. 44 KIDS EXPERIENCED SUCCESS IN THIS PROGRAM DURING 2014, WITH 100% IMPROVING UPON THEIR ACADEMIC ABILITY, AND 95% MEETING THEIR BEHAVIORAL GOALS TO HELP THEM MOVE FORWARD ON THE PATH OF RETURNING TO THEIR HOME SCHOOLS. INCOMEWHEN PEOPLE ARE UNEMPLOYED OR CANNOT MEET BASIC NEEDS, THE IMPACT IS FELT THROUGHOUT THE COMMUNITY. THE LACK OF FINANCIAL STABILITY IS LINKED TO NEGATIVE LONG-TERM CONSEQUENCES, SUCH AS LOWER EDUCATION LEVELS, POOR HEALTH AND UNSTABLE HOUSING. UNITED WAY'S EFFORTS IN THE AREAS OF PROVIDING SUPPORTIVE HOUSING FOR CHALLENGED INDIVIDUALS, HELPING PEOPLE GAIN EMPLOYMENT AND JOB SKILLS, AND PROMOTING PERSONAL FINANCIAL MANAGEMENT ARE DESIGNED TO HELP OTHERS GAIN MORE ASSETS FOR LONG-TERM STABILITY. 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 356 INDIVIDUALS IN 2014, INCLUDING FAMILIES WITH CHILDREN, TO HELP THEM ACCESS SUPPORTIVE HOUSING WITH 62% OBTAINING/MAINTAINING PERMANENT HOUSING SOLUTIONS UPON EXITING THE PROGRAM. THESE PROGRAMS 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. IN 2014, 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. 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.Desc
Total Program Service Expenses$8,115,783TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee27EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members47GoverningBodyVotingMembersCnt
Independent Voting Member47IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONICA RUANO-WENRICHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6106854550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 WASHINGTON STREET PO BOX 702AddressLine1Txt
CityREADINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP196030702ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
LENIN AGUDO
DIRECTOR1.00Yes (X)$0$0$0
PAULA BARRON
DIRECTOR1.00Yes (X)$0$0$0
JAMES S BOSCOV
DIRECTOR1.00Yes (X)$0$0$0
CARL N BOTTERBUSCH
DIRECTOR1.00Yes (X)$0$0$0
SHARON DANKS
DIRECTOR1.00Yes (X)$0$0$0
ROBERT D DAVIS
DIRECTOR1.00Yes (X)$0$0$0
DIANE DUFF
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL A DUFF
CHAIR-ELECT1.00Yes (X)$0$0$0Yes (X)
ANDREA J FUNK
SECRETARY/TREASURER1.00Yes (X)$0$0$0Yes (X)
SCOTT L GRUBER
DIRECTOR1.00Yes (X)$0$0$0
BRADLEY C HALL
DIRECTOR1.00Yes (X)$0$0$0
GORDAN HOODAK
DIRECTOR1.00Yes (X)$0$0$0
DELPHIA HOWZE
DIRECTOR1.00Yes (X)$0$0$0
SCOTT M HUNSICKER
DIRECTOR1.00Yes (X)$0$0$0
DANIEL B HUYETT
DIRECTOR1.00Yes (X)$0$0$0
ELLEN HUYETT
DIRECTOR1.00Yes (X)$0$0$0
GEOFFREY N JONES
DIRECTOR1.00Yes (X)$0$0$0
JOANNE M JUDGE
DIRECTOR1.00Yes (X)$0$0$0
DAVE KARAFA
DIRECTOR1.00Yes (X)$0$0$0
STEVEN KEIFER
DIRECTOR1.00Yes (X)$0$0$0
CHRIS G KRARAS
CHAIRMAN1.00Yes (X)$0$0$0Yes (X)
DR SOLOMON LAUSCH
DIRECTOR1.00Yes (X)$0$0$0
NICK MARMONTELLO
DIRECTOR1.00Yes (X)$0$0$0
BETH GALLEN MASTROMARINO
DIRECTOR1.00Yes (X)$0$0$0
JONI NAUGLE
DIRECTOR1.00Yes (X)$0$0$0
LAURIE PEER
ASST. SEC./TREAS.1.00Yes (X)$0$0$0Yes (X)
MICHAEL H REESE
DIRECTOR1.00Yes (X)$0$0$0
SCOTT REHR
DIRECTOR1.00Yes (X)$0$0$0
MICHELE L RICHARDS
DIRECTOR1.00Yes (X)$0$0$0
MARILU RODRIGUEZ
DIRECTOR1.00Yes (X)$0$0$0
REVEREND LUTHER ROUTTE
DIRECTOR1.00Yes (X)$0$0$0
VIRGINIA RUSH
DIRECTOR1.00Yes (X)$0$0$0
STEVEN A SCHUMACHER
DIRECTOR1.00Yes (X)$0$0$0
G FRED SHAEFF JR
DIRECTOR1.00Yes (X)$0$0$0
JEROME SIMCIK
DIRECTOR1.00Yes (X)$0$0$0
TIMOTHY SIMMONS
DIRECTOR1.00Yes (X)$0$0$0
ALISON SNYDER
DIRECTOR1.00Yes (X)$0$0$0
TIMOTHY SNYDER
DIRECTOR1.00Yes (X)$0$0$0
DAVID L STROBEL
DIRECTOR1.00Yes (X)$0$0$0
YVONNE STROMAN
DIRECTOR1.00Yes (X)$0$0$0
THERESE SUCHER
DIRECTOR1.00Yes (X)$0$0$0
DR CARLOS VARGAS-ABURTO
DIRECTOR1.00Yes (X)$0$0$0
PATRICK VELEKEI
DIRECTOR1.00Yes (X)$0$0$0
JEFFREY WASMUTH
DIRECTOR1.00Yes (X)$0$0$0
DR ANNA WEITZ
DIRECTOR1.00Yes (X)$0$0$0
DOUGLAS N YOCOM
DIRECTOR1.00Yes (X)$0$0$0
RICHARD ZUIDEMA
DIRECTOR1.00Yes (X)$0$0$0
TAMMY L WHITE
PRESIDENT37.50$147,175$0$19,453Yes (X)
JEAN MORROW
SR VP RESOURCE DEVELOPMENT37.50$82,960$0$16,289Yes (X)
PATRICIA C GILES
SR VP COMMUNITY IMPACT37.50$101,611$0$10,606Yes (X)
MONICA RUANO-WENRICH
SR VP FINANCE & ADMIN37.50$82,092$0$16,347Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$413,838TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$62,695TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$10,132,601AllOtherContributionsAmt
Noncash Contributions$281,806NoncashContributionsAmt
Total Contributions$10,132,601TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$117,093TotalRevenueColumnAmt
Exclusion$117,093ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,463,122SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,009,377SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$453,745SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$453,745TotalRevenueColumnAmt
Related Or Exempt Func Income$453,745RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMINISTRATION FEESDesc
Business561000BusinessCd
Total Revenue Column$52,139TotalRevenueColumnAmt
Related Or Exempt Func Income$52,139RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$52,139OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,755,578TotalRevenueColumnAmt
Related Or Exempt Func Income$505,884RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$117,093ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,227,671TotalAmt
Program Services$7,227,671ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$476,533TotalAmt
Program Services$183,789ProgramServicesAmt
Management And General$138,584ManagementAndGeneralAmt
Fundraising$154,160FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,023,772TotalAmt
Program Services$324,437ProgramServicesAmt
Management And General$240,405ManagementAndGeneralAmt
Fundraising$458,930FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$245,987TotalAmt
Program Services$75,998ProgramServicesAmt
Management And General$62,365ManagementAndGeneralAmt
Fundraising$107,624FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$109,576TotalAmt
Program Services$37,634ProgramServicesAmt
Management And General$26,409ManagementAndGeneralAmt
Fundraising$45,533FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$161,655TotalAmt
Program Services$81,042ProgramServicesAmt
Management And General$35,696ManagementAndGeneralAmt
Fundraising$44,917FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$131,789TotalAmt
Program Services$11,085ProgramServicesAmt
Management And General$423ManagementAndGeneralAmt
Fundraising$120,281FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$82,576TotalAmt
Program Services$58,006ProgramServicesAmt
Management And General$7,083ManagementAndGeneralAmt
Fundraising$17,487FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$129,981TotalAmt
Program Services$40,117ProgramServicesAmt
Management And General$36,593ManagementAndGeneralAmt
Fundraising$53,271FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$43,145TotalAmt
Program Services$10,179ProgramServicesAmt
Management And General$11,660ManagementAndGeneralAmt
Fundraising$21,306FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$111,391TotalAmt
Program Services$37,238ProgramServicesAmt
Management And General$30,198ManagementAndGeneralAmt
Fundraising$43,955FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$37,448TotalAmt
Program Services$11,959ProgramServicesAmt
Management And General$10,662ManagementAndGeneralAmt
Fundraising$14,827FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS$102,977$13,447$42,991$46,539
EQUIPMENT RENTAL & MAIN$21,709$3,181$3,967$14,561

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,906,210TotalAmt
Program Services$8,115,783ProgramServicesAmt
Management And General$647,036ManagementAndGeneralAmt
Fundraising$1,143,391FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,045,871BOYAmt
EOY$3,067,971EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,774,183BOYAmt
EOY$7,263,944EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$67,197BOYAmt
EOY$98,869EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,562BOYAmt
EOY$13,304EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$326,464LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$249,204LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$102,584BOYAmt
EOY$77,260EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,676,931BOYAmt
EOY$9,046,457EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$828,056BOYAmt
EOY$833,076EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,506,384BOYAmt
EOY$20,400,881EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$280,624BOYAmt
EOY$265,170EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,022,391BOYAmt
EOY$2,322,473EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,303,015BOYAmt
EOY$2,587,643EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,389,296BOYAmt
EOY$4,293,995EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,265,351BOYAmt
EOY$7,841,281EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,548,722BOYAmt
EOY$5,677,962EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,203,369BOYAmt
EOY$17,813,238EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,506,384BOYAmt
EOY$20,400,881EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$849,368ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$239,499OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,113,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,104,779CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,330,398CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,294,778CurrentTaxYearMinus1YearAmt
Current Tax Year$10,132,601CurrentTaxYearAmt
Total$46,976,233TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,113,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,104,779CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,330,398CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,294,778CurrentTaxYearMinus1YearAmt
Current Tax Year$10,132,601CurrentTaxYearAmt
Total$46,976,233TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$273,541SubstantialContributorsTotAmt
Public Support Total170$46,702,692PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$113,770CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$105,278CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$133,222CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141,681CurrentTaxYearMinus1YearAmt
Current Tax Year$117,093CurrentTaxYearAmt
Total$611,044TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,116CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,457CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,040CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,582CurrentTaxYearMinus1YearAmt
Current Tax Year$52,139CurrentTaxYearAmt
Total$308,334TotalAmt
FieldValueIRS element (for citing)
Total Support$47,895,611TotalSupportAmt
Public Support CY1700.97510PublicSupportCY170Pct
Public Support PY1700.97930PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,373,055BeginningYearBalanceAmt
Contributions$1,000ContributionsAmt
Investment Earnings Or Losses$433,937InvestmentEarningsOrLossesAmt
Other Expenditures$253,579OtherExpendituresAmt
End Year Balance$6,554,413EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,539,429BeginningYearBalanceAmt
Investment Earnings Or Losses$1,067,087InvestmentEarningsOrLossesAmt
Other Expenditures$233,461OtherExpendituresAmt
End Year Balance$6,373,055EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,110,374BeginningYearBalanceAmt
Contributions$41,041ContributionsAmt
Investment Earnings Or Losses$621,316InvestmentEarningsOrLossesAmt
Other Expenditures$233,302OtherExpendituresAmt
End Year Balance$5,539,429EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,189,475BeginningYearBalanceAmt
Contributions$76,165ContributionsAmt
Investment Earnings Or Losses$68,060InvestmentEarningsOrLossesAmt
Other Expenditures$223,326OtherExpendituresAmt
End Year Balance$5,110,374EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,931,474BeginningYearBalanceAmt
Contributions$29,798ContributionsAmt
Investment Earnings Or Losses$436,271InvestmentEarningsOrLossesAmt
Other Expenditures$208,068OtherExpendituresAmt
End Year Balance$5,189,475EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.26080BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.73920PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$34,216InvestmentCostOrOtherBasisAmt
Depreciation$26,890DepreciationAmt
Book Value$7,326BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$255,869InvestmentCostOrOtherBasisAmt
Depreciation$190,397DepreciationAmt
Book Value$65,472BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$36,379InvestmentCostOrOtherBasisAmt
Depreciation$31,917DepreciationAmt
Book Value$4,462BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$77,260TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO OTHER UNITED WAYS$472,820
DUE TO DESIGNATED AFFILIATED AGENCIES$1,593,452
UNFUNDED PENSION LIABILITY$256,201
FieldValueIRS element (for citing)
Total Liability$2,322,473TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,750,776TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$28,688NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$122,917DonatedServicesAndUseFcltsAmt
Other Revenue$5,020OtherRevenueAmt
Revenue Not Reported$99,249RevenueNotReportedAmt
Revenue Subtotal$8,651,527RevenueSubtotalAmt
Other Revenues Not Included$2,104,051OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,104,051RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,755,578TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,925,076TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$122,917DonatedServicesUseFcltsAmt
Expenses Not Reported$122,917ExpensesNotReportedAmt
Expenses Subtotal$7,802,159ExpensesSubtotalAmt
Other Expenses Not Included$2,104,051OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,104,051ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,906,210TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION'S ENDOWMENT CONSISTS OF NINE 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, 2014 AND 2013, 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. TAX YEARS 2011 AND FORWARD REMAIN OPEN FOR EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:UNREALIZED GAINS/(LOSSES) ON BENEFICIAL INTEREST 5,020.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED CONTRIBUTIONS 2,104,051.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED ALLOCATIONS 2,104,051.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (42 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
UNITED WAY OF LANCASTER
630 JANET AVENUELANCASTERPA17601501(C)(3)$60,000SUBCONTRACTED GRANTS
AMERICAN CANCER SOCIETY
498 BELLEVUE AVENUEREADINGPA19605501(C)(3)$222,842PARTNER AGENCY INVESTMENTS
AMERICAN RED CROSS - BERKS COUNTY CHAPTER
701 CENTRE AVENUEREADINGPA19601501(C)(3)$383,275PARTNER AGENCY INVESTMENTS
ARC ADVOCACY SERVICES
1829 NEW HOLLAND ROAD SUITE 9READINGPA19607501(C)(3)$45,315PARTNER AGENCY INVESTMENTS
BERKS CONNECTIONSPRETRIAL SERVICES
633 COURT STREET 16TH FLOORREADINGPA19601501(C)(3)$94,221PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS & VENTURE GRANTS
BERKS ENCORE
40 NORTH 9TH STREETREADINGPA19601501(C)(3)$98,061PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS
BERKS DEAF & HARD OF HEARING SERVICES
2045 CENTRE AVENUEREADINGPA19605501(C)(3)$63,895PARTNER AGENCY INVESTMENTS
BERKS VISITING NURSE ASSOCIATION
1170 BERKSHIRE BOULEVARDWYOMISSINGPA19610501(C)(3)$316,188PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS
BERKS WOMEN IN CRISIS
50 N 4TH STREETREADINGPA19601501(C)(3)$231,081PARTNER AGENCY INVESTMENTS
BIG BROTHERSBIG SISTERS OF BERKS COUNTY
303 WINDSOR STREETREADINGPA19601501(C)(3)$191,533PARTNER AGENCY INVESTMENTS
BIRDSBORO COMMUNITY MEMORIAL CENTER
201 EAST MAIN STREETBIRDSBOROPA19508501(C)(3)$56,988PARTNER AGENCY INVESTMENTS
BOY SCOUTS OF AMERICA - HAWK MOUNTAIN COUNCIL
5027 POTTSVILLE PIKEREADINGPA19605501(C)(3)$269,289PARTNER AGENCY INVESTMENTS
CAMP FIRE USA ADAHI COUNCIL
172 HARTZ STORE ROADMOHNTONPA19540501(C)(3)$157,284PARTNER AGENCY INVESTMENTS
CENTER FOR MENTAL HEALTH - THE READING HOSPITAL & MEDICAL CENTER
PO BOX 16052READINGPA19612501(C)(3)$110,212PARTNER AGENCY INVESTMENTS
THE CHILDREN'S HOME OF READING
1010 CENTRE AVENUEREADINGPA19601501(C)(3)$69,071PARTNER AGENCY INVESTMENTS
CENTRO HISPANO DANIEL TORRES INC
501 WASHINGTON STREETREADINGPA19601501(C)(3)$210,236PARTNER AGENCY INVESTMENTS
COMMUNITY CHILD CARE - BERKS COUNTY INTERMEDIATE UNIT
1111 COMMONS BLVD PO BOX 16050READINGPA19612501(C)(3)$247,435PARTNER AGENCY INVESTMENTS
COUNCIL ON CHEMICAL ABUSE
601 PENN STREET SUITE 600READINGPA19601501(C)(3)$8,037PARTNER AGENCY INVESTMENTS
EASTER SEALS EASTERN PENNSYLVANIA
1040 LIGGETT AVENUEREADINGPA19611501(C)(3)$325,558PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS
FAMILY GUIDANCE CENTER
1235 PENN AVENUE SUITE 205-206READINGPA19610501(C)(3)$414,839PARTNER AGENCY INVESTMENTS
FRIEND INC COMMUNITY SERVICES
658D NOBLE STREETKUTZTOWNPA19530501(C)(3)$141,887PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS & VENTURE GRANTS
GIRL SCOUTS OF EASTERN PENNSYLVANIA
330 MANOR ROADMIQUONPA19444501(C)(3)$119,514PARTNER AGENCY INVESTMENTS
GREATER BERKS FOOD BANK
1011 TUCKERTON COURTREADINGPA19605501(C)(3)$75,867PARTNER AGENCY INVESTMENTS & SUBCONTRACTED GRANTS & OTHER GRANTS
GREATER READING MENTAL HEALTH ALLIANCE
1234 PENN AVENUEWYOMISSINGPA19610501(C)(3)$115,866PARTNER AGENCY INVESTMENTS
HABITAT FOR HUMANITY OF BERKS COUNTY
336 SOUTH 18TH STREETREADINGPA19602501(C)(3)$33,330PARTNER AGENCY INVESTMENTS
JEWISH FEDERATION OF READING PA
1100 BERKSHIRE BOULEVARDWYOMISSINGPA19610501(C)(3)$69,691PARTNER AGENCY INVESTMENTS
LITERACY COUNCIL OF READING-BERKS
35 SOUTH DWIGHT STREETWEST LAWNPA19609501(C)(3)$66,296PARTNER AGENCY INVESTMENTS & RAPID RESPONSE
OLIVET BOYS & GIRLS CLUB OF READING & BERKS COUNTY
1161 PERSHING BOULEVARDREADINGPA19611501(C)(3)$910,794PARTNER AGENCY INVESTMENTS
OPPORTUNITY HOUSE
430 NORTH SECOND STREETREADINGPA19601501(C)(3)$212,933PARTNER AGENCY INVESTMENTS & OTHER GRANTS
READING AREA COMMUNITY COLLEGE
10 SOUTH SECOND STREET PO BOX 1706READINGPA19603$69,568PROGRAM FUNDING INVESTMENTS - ESL LANGUAGE CLASSES
THE SALVATION ARMY OF READING
PO BOX 1099READINGPA19602501(C)(3)$299,107PARTNER AGENCY INVESTMENTS
THRESHOLD REHABILITATION SERVICES INC
1000 LANCASTER AVENUEREADINGPA19607501(C)(3)$138,637PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS
UNITED SERVICE ORGANIZATION
2111 WILSON BLVDARLINGTONVA22201501(C)(3)$35,450PARTNER AGENCY INVESTMENTS
YMCA OF READING & BERKS COUNTY
631 WASHINGTON STREETREADINGPA19603501(C)(3)$430,925PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS
UNITED COMMUNITY SERVICES FOR WORKING FAMILIES
116 NORTH FIFTH STREETREADINGPA19601501(C)(3)$85,980PROGRAM FUNDING INVESTMENTS
BERKS AIDS NETWORKCO-COUNTY WELLNESS
429 WALNUT STREET PO BOX 8626READINGPA19603501(C)(3)$82,775PARTNER AGENCY INVESTMENTS
COMMUNITY PREVENTION PARTNERSHIP
227 NORTH 5TH STREETREADINGPA19604501(C)(3)$51,561PARTNER ANGENCY INVESTMENTS & SUBCONTRACTED GRANTS
CATHOLIC CHARITIES DIOCESE OF ALLENTOWN
400 WASHINGTON STREET SUITE 100READINGPA19601501(C)(3)$11,500RAPID RESPONSE GRANT
FAMILY PROMISE OF BERKS COUNTY
325 N 5TH STREETREADINGPA19601501(C)(3)$15,000RAPID RESPONSE GRANT
NEW JOURNEY COMMUNITY OUTREACH INC
138 SOUTH 6TH STREETREADINGPA19602501(C)(3)$15,000RAPID RESPONSE GRANT
SOUTH MOUNTAIN YMCA
201 CUSHION PEAK ROADWERNERSVILLEPA19565501(C)(3)$7,500RAPID RESPONSE GRANT
THE RUDDEN FAMILY FOUNDATION INC
16 PACIFIC AVENUEREADINGPA19608501(C)(3)$5,000LIVE UNITED GRANT
FieldValueIRS element (for citing)
Total501c3 Org42Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationUNITED 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 2014, WE ALLOCATED FUNDS TO 32 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

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTAMMY L WHITEPersonNm
TitlePRESIDENTTitleTxt
Base Compensation Filing Org$139,175BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$8,000OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$19,453NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$166,628TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution35ContributionCnt
Noncash Contributions Rpt F990$281,806NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 2IN 2014, UNITED WAY OF BERKS COUNTY ESTABLISHED TWO SEPARATE POOLS OF GRANT FUNDING FOR ANY NON-PROFIT ORGANIZATION ACROSS BERKS COUNTY TO APPLY AND RECEIVE FUNDS BASED ON THE GRANT REQUIREMENTS. THESE WERE ONE-TIME GRANTS DESIGNED TO SUPPORT PROGRAMMING THAT MAY NOT HAVE ACCESS TO OTHER MORE TRADITIONAL TYPES OF FUNDING. THESE FUNDING POOLS ALLOWED OUR ORGANIZATION TO PARTNER WITH DIFFERENT ORGANIZATIONS BEYOND OUR PARTNER AGENCIES, AND HAVE THE OPPORTUNITY TO FUND UNIQUE GRASS ROOTS EFFORTS RESPONDING TO VARIOUS CHALLENGES IN OUR NEIGHBORHOODS AND COMMUNITIES. VENTURE GRANT FUNDING WAS CREATED TO SUPPORT NEW OR EXPANDED PROGRAMS IN THE AREA OF INCREASING FINANCIAL LITERACY SKILLS OF ADULTS, INCLUDING EDUCATION ABOUT BUDGETING, SAVINGS, CREDIT, BANKING AND OTHER ITEMS TO HELP INDIVIDUALS ACHIEVE FINANCIAL WELL-BEING. PRIORITY WAS GIVEN TO PROGRAMS WHERE CLIENTS WOULD HAVE THE OPPORTUNITY TO APPLY LEARNED SKILLS IN THEIR DAILY LIVES. TWO PROGRAMS WERE AWARDED VENTURE GRANTS FOR A TOTAL DOLLAR AMOUNT OF $35,105: 1.) BERKS CONNECTIONS/PRETRIAL SERVICES ($26,100) - OPERATED A PROGRAM TO SERVE 150 CLIENTS HOUSED AT THE BERKS COUNTY PRISON REENTRY CENTER, WHERE CLIENTS PARTICIPATED IN GROUP FINANCIAL LITERACY CLASSES AND HAD THE OPPORTUNITY TO RECEIVE INDIVIDUAL ASSISTANCE BOTH PRE-AND POST-RELEASE ON HOW TO BETTER MANAGE AND STABILIZE THEIR PERSONAL FINANCIAL CIRCUMSTANCES. 2.) FRIEND, INC. ($9,005) - OPERATED A COLLABORATIVE PROGRAM WITH NATIONAL PENN BANK AND TRAINED VOLUNTEERS TO PROVIDE 20 CLIENTS WITH BOTH INTERACTIVE WORKSHOPS ON MONEY MANAGEMENT ISSUES AND INDIVIDUAL MEETINGS WITH ASSIGNED MENTORS WHO HELPED CLIENTS ESTABLISH AND WORK TOWARD FINANCIAL GOALS. LIVE UNITED GRANTS WERE DESIGNED FOR GRASS-ROOTS OR SMALLER ORGANIZATIONS TO PERFORM ONE-TIME OR ONGOING PROJECTS THAT BRING PEOPLE TOGETHER IN A VARIETY OF WAYS TO IMPROVE THE QUALITY OF LIFE FOR BERKS COUNTY RESIDENTS. PROJECTS NEEDED TO DEMONSTRATE THE ABILITY TO MAKE A BIG DIFFERENCE IN ONE OF UNITED WAY'S FOUR FOCUS AREAS USING A SMALL AMOUNT OF FUNDS. $20,250 IN LIVE UNITED GRANT FUNDING WAS AWARDED TO SIX ORGANIZATIONS ACROSS THE COUNTY, INCLUDING: 1.) TEACHERS IN THE PARKS ($2,000)- TO SUPPORT EDUCATIONAL PROGRAMMING DURING THE SUMMER MONTHS FOR YOUTH IN THE EXETER SCHOOL DISTRICT, WITH POTENTIAL EXPANSION OF THIS MODEL TO OTHER SCHOOL DISTRICTS IN BERKS COUNTY 2.) BERKS COUNTY TRANSITION COORDINATING COUNCIL ($2,000) - TO SUPPORT EFFORTS THAT HELP YOUTH WITH DISABILITIES SUCCESSFULLY TRANSITION FROM HIGH SCHOOL TO THE WORK FORCE OR POST-SECONDARY EDUCATION/TRAINING OPPORTUNITIES 3.) MENTORS FOR BERKS YOUTH ($2,500)- TO SUPPORT PROGRAMMING THAT PROVIDES POSITIVE ADULT ROLE MODELS AND ENRICHING EXPERIENCES FOR YOUTH IN THE AREAS OF HISTORY, CULTURE AND THE ARTS, AND CAREER/PROFESSIONAL EMPLOYMENT 4.) SHADY HOLLOW ASSISTED RIDING ($4,250) - TO SUPPORT VOLUNTEER RECRUITMENT EFFORTS TO BRING AWARENESS TO THE PROGRAM AND FUTURE VOLUNTEERS THAT WILL PROVIDE PROGRAM SUSTAINABILITY 5.) BERKS COUNTY JUSTICE SYSTEM EMPLOYMENT COUNCIL ($4,500) - IN SUPPORT OF THE CORRECTIONS II CONNECTIONS CAREER FAIR WHICH BRINGS TOGETHER PERSONS INVOLVED IN THE CRIMINAL JUSTICE SYSTEM WITH LOCAL EMPLOYERS WHO HAVE EXPRESSED AN INTEREST IN HIRING MEMBERS OF THIS POPULATION 6.) RUDDEN FAMILY FOUNDATION ($5,000) - TO SUPPORT THE PURCHASE OF A TRAILER FOR THE ORGANIZATION TO INCREASE ITS CAPACITY IN BEING ABLE TO TRANSPORT HOUSEHOLD ITEMS FROM DONORS TO HOMELESS INDIVIDUALS AND FAMILIES TRANSITIONING TO THEIR OWN HOUSING. REMAINING FUNDS WILL BE UTILIZED TO PURCHASE NEW OR USED BEDS FOR THESE FAMILIES AS REQUIRED.
FORM 990, PART III, LINE 3IN 2014, UNITED WAY OF BERKS COUNTY DISCONTINUED DIRECT OPERATION OF FREE TAX PREPARATION SITES AT LOCAL LIBRARIES, DUE TO THE ESTABLISHMENT OF A COMMUNITY-WIDE INITIATIVE WHERE SUBSTANTIAL STAFF TIME WOULD BE REQUIRED. HOWEVER, RECOGNIZING THE IMPORTANCE OF HELPING LOW TO MODERATE INCOME INDIVIDUALS GET THEIR TAXES DONE FOR FREE, AND CLAIM THE TAX CREDITS AVAILABLE TO THEM, OUR ORGANIZATION CONTINUED TO PLAY A BACKGROUND ROLE IN THIS EFFORT SO THE SERVICE COULD CONTINUE FOR CLIENTS AT OTHER SITES. WHILE WE DID NOT OPERATE SITES ON OUR OWN WITH UNITED WAY STAFF AND VOLUNTEERS, WE DID HELP TO RECRUIT AND TRAIN VOLUNTEERS/STAFF MEMBERS AT OUR PREVIOUS AFFILIATE SITES SO THEY COULD CONTINUE THE PROGRAM AT THEIR OWN AGENCY LOCATIONS. CLIENTS WHO ORIGINALLY CAME TO UNITED WAY OPERATED SITES WERE REFERRED TO THESE ALTERNATE SITES, SO THERE WAS A FAIRLY SEAMLESS TRANSITION IN PEOPLE GETTING THIS FREE SERVICE.
FORM 990, PART III, LINE 4AHEALTH 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. THROUGH 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 THAT 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, 1,315 HOMEBOUND SENIORS RECEIVED A NUTRITIONALLY BALANCED MEAL 5 DAYS A WEEK. 95% OF SENIORS INVOLVED IN THE PROGRAM REPORT THAT MEALS ON WHEELS HAS HELPED THEM REMAIN INDEPENDENT IN THEIR OWN HOME AND 98% REPORT THAT THEY ALSO FEEL LESS ISOLATED DUE TO THE DAILY VISITOR WHO BRINGS THEIR MEALS EACH DAY. SUPPORTED PROGRAMS THROUGH BERKS VISITING NURSE ASSOCIATION PROVIDED SKILLED HOME NURSING SERVICES FOR 3,830 OLDER ADULTS AND PEOPLE WITH DISABILITIES AND CHRONIC HEALTH PROBLEMS IN 2014. UNITED WAY DOLLARS HELPED TO OFFSET THE $1,688,193 IN CHARITY FORGIVENESS AND UNCOMPENSATED CARE PROVIDED BY THE AGENCY IN 2014 FOR THOSE PATIENTS WHO WOULD OTHERWISE BE UNABLE TO ACCESS CARE. 75% OF THE PATIENTS WHO RECEIVED BVNA'S HOME HEALTH CARE SERVICES WERE ABLE TO REMAIN INDEPENDENT IN THEIR HOMES DUE TO THESE SERVICES. COUNSELING SERVICES HELPED 1,175 CLIENTS REACH BETTER MENTAL HEALTH OUTCOMES THROUGH PARTNER AGENCY FAMILY GUIDANCE CENTER, WHERE 72% OF SURVEYED CLIENTS REPORTED SIGNIFICANTLY BETTER LIFE FUNCTIONING SKILLS DUE TO SERVICES THEY RECEIVED. ANOTHER UNITED WAY FUNDED COUNSELING PROGRAM AT THE READING HOSPITAL CENTER FOR MENTAL HEALTH ASSISTED 470 CHILDREN AND THEIR FAMILIES IN RECEIVING SUPPORT TO FUNCTION BETTER IN THEIR RELATIONSHIPS AT SCHOOL AND HOME. 51% OF CHILDREN IN THE PROGRAM REPORTED BETTER FUNCTIONING AT SCHOOL, WITH 57% REPORTING BETTER RELATIONSHIPS WITH THEIR FAMILIES DUE TO THEIR THERAPY. ALMOST 400 CHILDREN WITH DISABILITIES AND THEIR FAMILIES RECEIVED MEDICAL EVALUATIONS, THERAPY SERVICES AND THERAPEUTIC RECREATION THROUGH EASTER SEALS, ANOTHER UNITED WAY PARTNER AGENCY. 95% OF CHILDREN IN THE PROGRAM MADE SIGNIFICANT PROGRESS TOWARD REACHING THEIR THERAPY GOALS, WITH 98% OF FAMILIES REPORTING THAT THEIR CHILD'S DEVELOPMENTAL AND MEDICAL CARE WERE POSITIVELY IMPACTED THROUGH ATTENDANCE AT THE PEDIATRIC CLINICS. UNITED WAY'S DIRECT ADMINISTRATION OF THE FAMILY WIZE 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 WAY'S ACROSS THE COUNTRY PARTNERING WITH FAMILY WIZE 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 2014, OVER 10,000 CLAIMS WERE MADE USING THIS CARD, REPRESENTING AN AMAZING $248,791 IN SAVINGS FOR PEOPLE ACROSS THE COUNTY. THIS IS AN AVERAGE OF $24.88 PER PRESCRIPTION, AND IN THESE TOUGH TIMES, EVERY DOLLAR SAVED IS A HELP! SAFETY NET SERVICES WHEN PEOPLE'S BASIC NEEDS ARE NOT MET, THE CONSEQUENCES MAY BE SEVERE. 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 2014, 15,875 NIGHTS OF SHELTER WERE PROVIDED TO 648 ADULTS AND 359 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 395 ADULTS AND 122 CHILDREN. OTHER PARTNER AGENCY PROGRAMS THAT ASSISTED WITH BASIC NEEDS IN 2014 INCLUDE THE READING CORPS OF SALVATION ARMY, WHO HELPED MORE THAN 22,719 PEOPLE WITH FOOD ASSISTANCE, UTILITY BILLS OR MEDICAL PRESCRIPTIONS IN THE CITY OF READING. AN ADDITIONAL 1,300 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 3,000 PEOPLE. 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. 50 FAMILIES CONSISTING OF 228 INDIVIDUALS WERE ASSISTED WITH FOOD, CLOTHING, SHELTER, REPLACEMENT FURNITURE AND OTHER CRITICAL NEEDS AFTER LOSING THEIR HOMES TO FIRES, FLOODS OR OTHER DISASTERS.
FORM 990, PART III, LINE 4AREADY. SET. READ! OVER THE PAST YEAR, READY.SET.READ! HAS EXPERIENCED GROWTH AND PROGRESS AS UNITED WAY AND THE COMMUNITY FOCUS ON IMPROVING EARLY GRADE READING PROFICIENCY. PARTNERSHIPS WITH SCHOOLS, LOCAL BUSINESSES AND VOLUNTEERS HAVE BEEN STRENGTHENED AS THE INITIATIVE HAS TAKEN ROOT AND ACHIEVED POSITIVE INITIAL RESULTS. THE COLLECTIVE WORK FOCUSES ON FOUR KEY STRATEGIES: IMPLEMENT SCHOOL-READINESS ACTIVITIES FOR PRE-SCHOOL CHILDREN, CONNECT TUTORS WITH EARLY GRADE STUDENTS NEEDING SUPPLEMENTAL INSTRUCTION, ENGAGE PARENTS TO PROMOTE LITERACY AND MOBILIZE THE COMMUNITY AROUND THIS WORK. THIRD GRADE READING PROFICIENCY IS A PRIMARY INDICATOR OF A CHILD'S ACADEMIC AND FUTURE SUCCESS. LOCALLY, MORE THAN A QUARTER OF BERKS COUNTY 3RD GRADERS ARE NOT READING AT A PROFICIENT LEVEL AS MEASURED BY RECENT PSSA'S. CHILDREN WHO DO NOT READ PROFICIENTLY BY THE END OF THIRD GRADE ARE FOUR TIMES MORE LIKELY TO DROP OUT OF HIGH SCHOOL AND 13 TIMES MORE LIKELY TO DROP OUT IF THEY ARE ALSO LIVING IN POVERTY. EFFORTS ARE FOCUSED ON MOBILIZING ORGANIZATIONS AND INDIVIDUALS TO SIGNIFICANTLY AND MEASURABLY MOVE THE NEEDLE ON THE NUMBER OF BERKS COUNTY CHILDREN WHO ARE SUCCESSFUL READERS BY THE END OF THIRD GRADE. THE GOAL IS TO HAVE 90% OF LOCAL 3RD GRADERS REACHING PROFICIENCY IN 10 YEARS. RECENTLY, A BOARD OF DIRECTORS HAS BEEN ESTABLISHED TO PROVIDE LEADERSHIP AND GUIDANCE TO THE CONTINUING DEVELOPMENT OF THIS WORK. THE GOVERNANCE GROUP REPRESENTS VARIED COMMUNITY SECTORS AND CONSISTS OF MORE THAN 40 INDIVIDUALS. DEVELOPING A STRATEGIC PLAN IS THE GROUP'S CURRENT CHARGE. STAR READERS, THE VOLUNTEER TUTORING PROGRAM COMPONENT, CONTINUES TO GROW. CURRENTLY, NEARLY 220 TRAINED VOLUNTEERS, INCLUDING CORPORATE EMPLOYEES, COLLEGE STUDENTS, RETIRED EDUCATORS AND COMMUNITY MEMBERS, VOLUNTEER AT 29 ELEMENTARY SCHOOLS WITHIN TWELVE SCHOOL DISTRICTS: ANTIETAM, BRANDYWINE HEIGHTS, CONRAD WEISER, DANIEL BOONE, EXETER, GOVERNOR MIFFLIN, HAMBURG, KUTZTOWN, MUHLENBERG, OLEY VALLEY, READING AND SCHUYLKILL VALLEY. THE TUTORS WORK WITH NEARLY 400 FIRST, SECOND AND THIRD GRADERS NEEDING ASSISTANCE TO BECOME PROFICIENT READERS, AS MEASURED BY 3RD GRADE PSSA READING SCORES. ADDITIONAL GROWTH IS ANTICIPATED FOR THE 2015-16 SCHOOL YEAR. IMPLEMENTING SCHOOL-READINESS ACTIVITIES FOR PRE-SCHOOL CHILDREN LED TO THE DEVELOPMENT OF THE GROWING READERS PROGRAM. GROWING READERS IS AN EARLY LITERACY PROGRAM DEVELOPED TO IMPLEMENT STRUCTURED PRESCHOOL CURRICULUM IN PREDOMINATELY LATINO OPERATED CHILDCARE CENTERS (IN THE CITY OF READING), WHICH IS ALIGNED WITH THE PENNSYLVANIA DEPARTMENT OF EDUCATION 2014 LEARNING STANDARDS FOR EARLY CHILDHOOD. THE PROGRAM FOCUSES ON PROVIDING DIRECT SUPPORT TO IDENTIFIED CHILDCARE CENTERS SERVICING CHILDREN 3-5 YEARS OF AGE. THE CURRICULUM TEACHES AND STRENGTHENS SKILLS IN PREPARATION FOR ENTRY INTO KINDERGARTEN. GROWING READERS FOCUSES ON PROVIDING EARLY LITERACY SUPPORT TO IDENTIFIED LATINO OPERATED CHILDCARE CENTERS IN THE CITY OF READING SERVICING CHILDREN 3-5 YEARS OF AGE. TO BE ELIGIBLE FOR THE SUPPORT, THE CHILD CARE CENTERS MUST BE PARTICIPATING IN THE PENNSYLVANIA KEYSTONE STARS PROGRAM AT A STAR 1 OR STAR 2 LEVEL. THE CHILD CARE CENTER DIRECTOR AND TEACHERS WILL RECEIVE SUPPORT IN STRENGTHENING THEIR PRESCHOOL CURRICULUM TO MEET THE STATE 2014 LEARNING STANDARDS FOR EARLY CHILDHOOD. OUTCOMES INCLUDE CHILDREN ENTERING KINDERGARTEN WITH THE FOUNDATIONAL SKILLS NEEDED TO SUCCEED IN SCHOOL AND CHILD CARE CENTERS MOVING TO THE NEXT KEYSTONE STAR LEVEL. ONE OF THE FUNDAMENTAL PRINCIPLES OF READY. SET. READ! IS A COMMITMENT TO COLLECT, SHARE AND USE DATA TO GUIDE DEVELOPMENT OF STRATEGIES, MEASURE AND EVALUATE RESULTS AND COMMUNICATE PROGRESS TOWARDS THE LONG TERM GOAL. AS THE PILOT YEAR OF THE STAR READERS TUTORING PROGRAM GOT UNDERWAY, CAPITAL AREA INTERMEDIATE UNIT WAS ENGAGED TO CONDUCT AN INDEPENDENT EVALUATION OF ITS DEVELOPMENT AND IMPLEMENTATION. THE REPORT PROVIDES CONFIRMATION OF THE POTENTIAL FOR THE PROGRAM TO HAVE MEANINGFUL IMPACT ON IMPROVING STRUGGLING READERS' PROFICIENCY AND CONTRIBUTING TO ACHIEVEMENT OF THE READY. SET. READ! 10-YEAR GOAL. EXAMPLES OF KEY FINDINGS INCLUDE: - THE DIBELS WORDS-CORRECT-PER-MINUTE (WCPM) INDICATOR REVEALED THAT 41% OF THE PARTICIPATING SECOND GRADE STUDENTS MOVED FROM STRATEGIC TO PROFICIENT. - THE DIBELS ACCURACY INDICATOR IDENTIFIED THAT 44% OF THE PARTICIPATING SECOND GRADE STUDENTS MOVED FROM STRATEGIC TO PROFICIENT. 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 2014, 2,532 CALLS WERE RECEIVED (A 5% INCREASE OVER 2013), WITH THE MAJORITY FOCUSED ON INQUIRIES 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. IN ADDITION, 2-1-1 PHONE SERVICE WAS EXPANDED TO 24/7 AVAILABILITY IN BERKS COUNTY IN NOVEMBER. ONLINE SEARCH CAPABILITY OF THE PA 2-1-1 DATABASE WAS ALSO SIMPLIFIED AND MADE AVAILABLE AT WWW.PA211EAST.ORG.
FORM 990, PART VI, SECTION A, LINE 2THE FOLLOWING BOARD MEMBERS ARE RELATED: DIANE AND MICHAEL DUFF - SPOUSES ELLEN AND DANIEL HUYETT - 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, CURRENT, OR FUTURE CAMPAIGN CO-CHAIRS. THE FOLLOWING BOARD MEMBERS ARE ALSO RELATED: SCOTT HUNSICKER AND CHRIS KRARAS - IN-LAW RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 4AS PART OF DUE DILIGENCE ACTIVITIES, THE GOVERNANCE COMMITTEE REVIEWS THE ORGANIZATION'S BYLAWS EVERY THREE YEARS TO DETERMINE IF MODIFICATIONS NEED TO BE MADE DUE TO CHANGES IN THE ORGANIZATION'S PRACTICES OR PROCEDURES. IN 2014, THE ORGANIZATION MADE REVISIONS TO ITS BYLAWS. REVISIONS INCLUDED THAT ANY OFFICER SERVING ON THE EXECUTIVE COMMITTEE, AT THE END OF THEIR TERM OF SERVICE, WHO OTHERWISE WOULD BE INELIGIBLE TO SERVE ON THE BOARD OF DIRECTORS, MAY ACCEPT AN INVITATION TO SERVE UP TO TWO (2) ADDITIONAL YEARS, WHICH WAS PREVIOUSLY ONLY ONE (1) ADDITIONAL YEAR, AND A QUORUM AT MEETINGS OF THE BOARD OF DIRECTORS WOULD REQUIRE TWENTY (20) MEMBERS, INSTEAD OF FIFTEEN (15) MEMBERS PREVIOUSLY.
FORM 990, PART VI, SECTION B, LINE 11FORM 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 12CDISCLOSURE 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 15EXECUTIVE COMPENSATION PROCEDURES: THE CHAIRPERSON OF THE BOARD LEADS THE BOARD OF DIRECTORS IN THE EVALUATION OF THE PERFORMANCE OF THE PRESIDENT 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. A PRESIDENT'S EVALUATION SURVEY IS CONDUCTED WITH THE FULL BOARD, 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 BOARD 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 AND IN WRITING TO THE PRESIDENT. 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 ANNUAL COMPENSATION OF THE PRESIDENT 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 19COMPLIANCE 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 -28,688. UNREALIZED GAIN/LOSS ON BENEFICIAL INTEREST 5,020. ADJUSTMENT TO REFLECT UNFUNDED PENSION LIABILITY -215,831.

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