2014-06-25T06:24:08-05:00 2013-12-31 232415973 HERBEINCOMPANY INC 2763 CENTURY BOULEVARD READING PA 19610 990 2013-01-01 231655375 UNITED WAY OF BERKS COUNTY INC UNIT 6106854550 PO BOX 702 READING PA 196030702 TAMMY L WHITE PRESIDENT 6106854550 2014-06-18 1 LINDA S HIMEBACK P00042618 6103781175 2013 2015-11-30 17:44:51Z TAMMY L WHITE PO BOX 702 READING PA 196030702 11510223 0 X WWW.UWBERKS.ORG X 1963 PA UNITED WAY OF BERKS COUNTY IMPROVES LIVES BY INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY. 49 49 30 1447 0 0 9330398 9294778 0 0 388584 488929 65236 68582 9784218 9852289 6859257 6751408 0 0 1781248 1831478 0 0 1140170 665188 763570 9305693 9346456 478525 505833 18167787 19506384 2292320 2303015 15875467 17203369 X UNITED WAY OF BERKS COUNTY IMPROVES LIVES BY INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY. 0 0 7555389 6751408 UNITED 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. FUNDED PROGRAMS ARE IDENTIFIED AND EVALUATED THROUGH THE EFFORTS OF THE COMMUNITY IMPACT CABINET AND RESOURCE INVESTMENT REVIEW TEAMS, REPRESENTING COMMUNITY MEMBERS FROM VARIOUS SECTORS. PROGRAM FUNDING LEVELS ARE BASED ON THE PROGRAM'S ABILITY TO ADDRESS A PRIORITY NEED IN THE BERKS COUNTY COMMUNITY AND THE PROGRAM'S LEVEL OF PERFORMANCE. SEE SCHEDULE O FOR CONTINUATIONKEY RESULTS WITHIN OUR FOCUS AREAS DURING 2013 INCLUDE THE FOLLOWING:EDUCATIONWE ALL HAVE A STAKE IN MAKING SURE CHILDREN GROW UP TO BE PRODUCTIVE CITIZENS WHO GIVE BACK TO THE 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. OVER 1,000 CHILDREN RECEIVED HIGH QUALITY CHILD CARE IN 2013, WITH 200 RECEIVING CARE DURING NON-TRADITIONAL HOURS SO THEIR PARENTS COULD WORK OR ATTEND SCHOOL. 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. UNITED WAY'S SUPPORT OF EDUCATIONAL, RECREATIONAL, AND MENTORING PROGRAMS HELP YOUTH DEVELOP AGE APPROPRIATE LIFE SKILLS WHILE HAVING A SAFE PLACE TO SPEND TIME WITH PEERS AND POSITIVE ADULT ROLE MODELS. IN 2013, OVER 13,000 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. 223 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 % GRADUATION RATE, 0% PREGNANCY RATE, AND 72% REPORT THAT THEY NOW FEEL BETTER EQUIPPED TO ACCOMPLISH THEIR GOALS. 91 YOUTH REQUIRING AN ALTERNATIVE EDUCATION ENVIRONMENT DUE TO EMOTIONAL OR BEHAVIORAL ISSUES EXPERIENCED SUCCESS IN THE UNITED WAY FUNDED CHILDREN'S HOME DAY ACADEMY, WITH 100% IMPROVING UPON THEIR ACADEMIC ABILITY, AND 81% MEETING THEIR BEHAVIORAL GOALS TO HELP THEM ON THE PATH OF RETURNING TO THEIR HOME SCHOOLS. INCOMEWHEN PEOPLE ARE UNEMPLOYED OR CAN'T 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. IN 2013, UNITED WAY FUNDED PROGRAMS THROUGH THE LITERACY COUNCIL AND READING AREA COMMUNITY COLLEGE HELPED OVER 1,000 BERKS COUNTIANS READ BETTER AND IMPROVE FUNCTIONAL SKILLS IN THE ENGLISH LANGUAGE TO FURTHER THEIR OPPORTUNITIES FOR GAINFUL EMPLOYMENT. AN ADDITIONAL 24 PEOPLE WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES RECEIVED COMPREHENSIVE EMPLOYMENT SERVICES THROUGH THRESHOLD REHABILITATION SERVICES TO HELP THEM OBTAIN AND MAINTAIN A SELF-SUSTAINING JOB. FOR CHALLENGED POPULATIONS, INCLUDING THOSE IN POVERTY, RECOVERING FROM SUBSTANCE ABUSE, OR SUFFERING FROM VARIOUS DISABILITIES, MAINTAINING STABLE HOUSING IS A TRUE CHALLENGE. UNITED WAY FUNDED PROGRAMS THROUGH THE YMCA AND SALVATION ARMY MADE A DIFFERENCE FOR 365 INDIVIDUALS IN 2013, INCLUDING FAMILIES WITH CHILDREN, TO HELP THEM ACCESS SUPPORTIVE HOUSING WITH 73% OBTAINING/MAINTAINING PERMANENT HOUSING SOLUTIONS UPON EXITING THE PROGRAM. UNITED WAY'S 2013 FREE TAX PREPARATION PROGRAM WAS AVAILABLE FOR LOW TO MODERATE INCOME CLIENTS TO HELP THEM GET THEIR TAXES DONE FOR FREE AND CLAIM THE TAX CREDITS FOR WHICH THEY ARE ELIGIBLE. UNITED WAY TRAINED 48 VOLUNTEERS ON A SOFTWARE SYSTEM THAT ALLOWED THEM TO COMPLETE RETURNS FOR 504 CLIENTS, GENERATING $671,725 IN REFUNDS FOR CLIENTS TO USE ON NEEDED SERVICES AND GOODS RIGHT HERE IN OUR LOCAL AREA. HEALTHHEALTH 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. UNITED WAY PARTNERS WITH PROGRAMS THAT HELP PEOPLE MAINTAIN THEIR INDEPENDENCE AND SELF-SUFFICIENCY. BY FUNDING THE MEALS ON WHEELS PROGRAM AT BERKS ENCORE, 750 HOMEBOUND SENIORS RECEIVED A NUTRITIONALLY BALANCED MEAL 5 DAYS A WEEK, WITH AN ADDITIONAL 37,000 MEALS BEING SERVED AT SENIOR CENTERS ACROSS BERKS COUNTY. 95% OF SENIORS INVOLVED IN THE PROGRAM REPORT THAT MEALS ON WHEELS HAS HELPED THEM REMAIN INDEPENDENT IN THEIR OWN HOME. SUPPORTED PROGRAMS THROUGH BERKS VISITING NURSE ASSOCIATION PROVIDED SKILLED HOME NURSING SERVICES FOR 4,900 OLDER ADULTS AND PEOPLE WITH DISABILITIES AND CHRONIC HEALTH PROBLEMS IN 2013. 75% OF THE PATIENTS WHO RECEIVED HOME HEALTH CARE SERVICES WERE ABLE TO REMAIN INDEPENDENT IN THEIR HOMES DUE TO THESE SERVICES. COUNSELING SERVICES HELPED 1,183 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 503 CHILDREN AND THEIR FAMILIES IN RECEIVING SUPPORT TO FUNCTION BETTER IN THEIR RELATIONSHIPS AT SCHOOL AND HOME. 61% OF CHILDREN IN THE PROGRAM REPORTED BETTER FUNCTIONING AT SCHOOL, WITH 54% REPORTING BETTER RELATIONSHIPS WITH THEIR FAMILIES DUE TO THEIR THERAPY. OVER 431 CHILDREN WITH DISABILITIES AND THEIR FAMILIES RECEIVED MEDICAL EVALUATIONS, THERAPY SERVICES AND THERAPEUTIC RECREATION THROUGH EASTER SEALS, A PARTNER AGENCY. 96% 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 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 DISTRIBUTES ABOUT 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; HOWEVER, IT CANNOT BE USED ON MAIL ORDER PRESCRIPTIONS. IN 2013, OVER 15,000 CLAIMS WERE MADE USING THIS CARD, REPRESENTING OVER $275,549 IN SAVINGS FOR PEOPLE ACROSS THE COUNTY, AN AVERAGE OF $18.27 PER PRESCRIPTION. SAFETY NET SERVICESWHEN 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. PROVISION OF EMERGENCY SHELTER IS ONE WAY THAT UNITED WAY FUNDED PROGRAMS HELP THOSE IN NEED. IN 2013, 15,030 NIGHTS OF SHELTER WERE PROVIDED TO 357 WOMEN AND 344 CHILDREN WHO WERE VICTIMS OF DOMESTIC VIOLENCE THROUGH BERKS WOMEN IN CRISIS. 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 2013 INCLUDE THE READING CORPS OF SALVATION ARMY, WHO HELPED MORE THAN 23,500 PEOPLE WITH FOOD ASSISTANCE, UTILITY BILLS OR MEDICAL PRESCRIPTIONS IN THE CITY OF READING. AN ADDITIONAL 1,000 PEOPLE WERE HELPED WITH SIMILAR NEEDS IN THE RURAL AREA OF KUTZTOWN AND SURROUNDING AREAS THROUGH FRIEND, INC. COMMUNITY SERVICES. CENTRO HISPANO ALSO PROVIDED INFORMATION, REFERRAL AND OTHER SUPPORTIVE SERVICES TO MEET BASIC NEEDS TO OVER 3,500 PEOPLE. VICTIMS OF DISASTER ARE ALSO ASSISTED THROUGH UNITED WAY FUNDED PROGRAMS WITH AMERICAN RED CROSS: BERKS COUNTY CHAPTER. 80 FAMILIES CONSISTING OF 265 INDIVIDUALS WERE ASSISTED WITH FOOD, CLOTHING, SHELTER, AND REPLACEMENT FURNITURE AFTER LOSING THEIR HOMES TO FIRES, FLOODS OR OTHER DISASTERS. 7555389 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 30 1 0 0 0 0 0 0 0 0 0 0 X 49 49 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X MONICA RUANO-WENRICH 6106854550 501 WASHINGTON STREET PO BOX 702 READING PA 196030702 LENIN AGUDO DIRECTOR 1.00 X 0 0 0 TAMMY ARNER DIRECTOR 1.00 X 0 0 0 PAULA BARRON DIRECTOR 1.00 X 0 0 0 JAMES S BOSCOV DIRECTOR 1.00 X 0 0 0 CARL N BOTTERBUSCH DIRECTOR 1.00 X 0 0 0 SHARON DANKS DIRECTOR 1.00 X 0 0 0 EDWINA DAVIS DIRECTOR 1.00 X 0 0 0 ROBERT D DAVIS DIRECTOR 1.00 X 0 0 0 DIANE DUFF DIRECTOR 1.00 X 0 0 0 MICHAEL A DUFF DIRECTOR 1.00 X 0 0 0 ANDREA J FUNK ASST. SEC/TREAS. 1.00 X X 0 0 0 JOANN GRUBER DIRECTOR 1.00 X 0 0 0 SCOTT L GRUBER DIRECTOR 1.00 X 0 0 0 BRADLEY C HALL DIRECTOR 1.00 X 0 0 0 GORDAN HOODAK DIRECTOR 1.00 X 0 0 0 SCOTT M HUNSICKER DIRECTOR 1.00 X 0 0 0 DANIEL B HUYETT DIRECTOR 1.00 X 0 0 0 ELLEN HUYETT DIRECTOR 1.00 X 0 0 0 ROBERT JEFFERSON DIRECTOR 1.00 X 0 0 0 GEOFFREY N JONES DIRECTOR 1.00 X 0 0 0 JOANNE M JUDGE TREASURER 1.00 X X 0 0 0 STEVEN KEIFER DIRECTOR 1.00 X 0 0 0 CHRIS G KRARAS VICE CHAIR 1.00 X X 0 0 0 DR SOLOMON LAUSCH DIRECTOR 1.00 X 0 0 0 NICK MARMONTELLO DIRECTOR 1.00 X 0 0 0 BETH GALLEN MASTROMARINO DIRECTOR 1.00 X 0 0 0 JONI NAUGLE DIRECTOR 1.00 X 0 0 0 RICHARD L PATTERSON DIRECTOR 1.00 X 0 0 0 LAURIE PEER DIRECTOR 1.00 X 0 0 0 MICHAEL H REESE DIRECTOR 1.00 X 0 0 0 MICHELE L RICHARDS DIRECTOR 1.00 X 0 0 0 MARILU RODRIGUEZ DIRECTOR 1.00 X 0 0 0 REVEREND LUTHER ROUTTE DIRECTOR 1.00 X 0 0 0 JEFFREY R RUSH DIRECTOR 1.00 X 0 0 0 VIRGINIA RUSH DIRECTOR 1.00 X 0 0 0 STEVEN A SCHUMACHER DIRECTOR 1.00 X 0 0 0 G FRED SHAEFF JR DIRECTOR 1.00 X 0 0 0 JEROME SIMCIK DIRECTOR 1.00 X 0 0 0 TIMOTHY SIMMONS DIRECTOR 1.00 X 0 0 0 ALLISON SNYDER DIRECTOR 1.00 X 0 0 0 DAVID L STROBEL DIRECTOR 1.00 X 0 0 0 YVONNE STROMAN DIRECTOR 1.00 X 0 0 0 THERESE SUCHER DIRECTOR 1.00 X 0 0 0 DR CARLOS VARGAS-ABURTO DIRECTOR 1.00 X 0 0 0 PATRICK VELEKEI DIRECTOR 1.00 X 0 0 0 JEFFREY WASMUTH DIRECTOR 1.00 X 0 0 0 DR ANNA WEITZ DIRECTOR 1.00 X 0 0 0 DOUGLAS N YOCOM CHAIRMAN 1.00 X X 0 0 0 RICHARD ZUIDEMA DIRECTOR 1.00 X 0 0 0 TAMMY L WHITE PRESIDENT 37.50 X 143016 0 19167 JEAN MORROW SR VP RESOURCE DEVELOPMENT 37.50 X 78409 0 16071 PATRICIA C GILES SR VP COMMUNITY IMPACT 37.50 X 92696 0 10193 MONICA RUANO-WENRICH SR VP FINANCE & ADMIN 37.50 X 77567 0 16126 391688 0 61557 1 0 1 0 0 9294778 238539 9294778 141681 141681 2005182 1657934 347248 347248 347248 ADMINISTRATION FEES 561000 68582 68582 68582 9852289 415830 0 141681 6751408 6751408 453245 172446 132980 147819 988994 298652 241254 449088 283483 88128 75177 120178 105756 35002 26215 44539 164356 75980 38620 49756 133559 12361 130 121068 35062 11295 7231 16536 130091 39676 37073 53342 56419 14838 15059 26522 107591 32923 30402 44266 37556 10450 10115 16991 MISCELLANEOUS 77794 7758 33073 36963 EQUIPMENT RENTAL & MAIN 21142 4472 3568 13102 9346456 7555389 650897 1140170 3094904 3045871 6539168 6774183 47726 67197 12020 11562 329370 226786 123935 102584 7590972 8676931 759062 828056 18167787 19506384 198263 280624 2094057 2022391 2292320 2303015 X 3871158 4389296 7135611 7265351 4868698 5548722 15875467 17203369 18167787 19506384 X 505833 822069 X 0 1 X 1 0 X 9891322 9113677 9104779 9330398 9294778 46734954 9891322 9113677 9104779 9330398 9294778 46734954 46734954 174478 113770 105278 133222 141681 668429 62281 52116 69457 66040 68582 318476 47721859 0.97930 0.97910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5539429 0 1067087 233461 6373055 5110374 41041 621316 233302 5539429 5189475 76165 68060 223326 5110374 4931474 29798 436271 208068 5189475 3454631 695841 974079 193077 4931474 0.25900 0.74100 1 0 34216 25059 9157 258775 172042 86733 36379 29685 6694 102584 DUE TO OTHER UNITED WAYS 487142 DUE TO DESIGNATED AFFILIATED AGENCIES 1362446 UNFUNDED PENSION LIABILITY 172803 2022391 X 9016485 839101 107670 68994 1015765 8000720 1851569 1851569 9852289 7602557 107670 107670 7494887 1851569 1851569 9346456 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, 2013 AND 2012, 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 2010 AND FORWARD REMAIN OPEN FOR EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAINS/(LOSSES) ON BENEFICIAL INTEREST 68,994. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 1,851,569. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED ALLOCATIONS 1,851,569. 1 UNITED WAY OF LANCASTER 630 JANET AVENUE LANCASTER PA 17601 501(C)(3) 60000 SUBCONTRACTED GRANTS AMERICAN CANCER SOCIETY 498 BELLEVUE AVENUE READING PA 19605 501(C)(3) 207302 PARTNER AGENCY INVESTMENTS AMERICAN RED CROSS - BERKS COUNTY CHAPTER 701 CENTRE AVENUE READING PA 19601 501(C)(3) 532009 PARTNER AGENCY INVESTMENTS ARC ADVOCACY SERVICES 1829 NEW HOLLAND ROAD SUITE 9 READING PA 19607 501(C)(3) 68089 PARTNER AGENCY INVESTMENTS BERKS CONNECTIONSPRETRIAL SERVICES 633 COURT STREET 16TH FLOOR READING PA 19601 501(C)(3) 56750 PARTNER AGENCY INVESTMENTS BERKS ENCORE 40 NORTH 9TH STREET READING PA 19601 501(C)(3) 82264 PARTNER AGENCY INVESTMENTS BERKS DEAF & HARD OF HEARING SERVICES 2045 CENTRE AVENUE READING PA 19605 501(C)(3) 83175 PARTNER AGENCY INVESTMENTS BERKS TALKLINE PO BOX 13234 READING PA 19612 501(C)(3) 19126 PARTNER AGENCY INVESTMENTS BERKS VISITING NURSE ASSOCIATION 1170 BERKSHIRE BOULEVARD WYOMISSING PA 19610 501(C)(3) 284457 PARTNER AGENCY INVESTMENTS BERKS WOMEN IN CRISIS 50 N 4TH STREET READING PA 19601 501(C)(3) 162507 PARTNER AGENCY INVESTMENTS & SUBCONTRACTED GRANTS BIG BROTHERSBIG SISTERS OF BERKS COUNTY 303 WINDSOR STREET READING PA 19601 501(C)(3) 193782 PARTNER AGENCY INVESTMENTS & RAPID REPSONSE GRANT BIRDSBORO COMMUNITY MEMORIAL CENTER 201 EAST MAIN STREET BIRDSBORO PA 19508 501(C)(3) 57183 PARTNER AGENCY INVESTMENTS BOY SCOUTS OF AMERICA - HAWK MOUNTAIN COUNCIL 5027 POTTSVILLE PIKE READING PA 19605 501(C)(3) 268347 PARTNER AGENCY INVESTMENTS CAMP FIRE USA ADAHI COUNCIL 172 HARTZ STORE ROAD MOHNTON PA 19540 501(C)(3) 161443 PARTNER AGENCY INVESTMENTS CENTER FOR MENTAL HEALTH - THE READING HOSPITAL & MEDICAL CENTER PO BOX 16052 READING PA 19612 501(C)(3) 110411 PARTNER AGENCY INVESTMENTS THE CHILDREN'S HOME OF READING 1010 CENTRE AVENUE READING PA 19601 501(C)(3) 71830 PARTNER AGENCY INVESTMENTS CENTRO HISPANO DANIEL TORRES INC 501 WASHINGTON STREET READING PA 19601 501(C)(3) 202220 PARTNER AGENCY INVESTMENTS COMMUNITY CHILD CARE - BERKS COUNTY INTERMEDIATE UNIT 1111 COMMONS BLVD PO BOX 16050 READING PA 19612 501(C)(3) 236390 PARTNER AGENCY INVESTMENTS COUNCIL ON CHEMICAL ABUSE 601 PENN STREET SUITE 600 READING PA 19601 501(C)(3) 18379 PARTNER AGENCY INVESTMENTS EASTER SEALS EASTERN PENNSYLVANIA 1040 LIGGETT AVENUE READING PA 19611 501(C)(3) 293384 PARTNER AGENCY INVESTMENTS FAMILY GUIDANCE CENTER 1235 PENN AVENUE SUITE 205-206 READING PA 19610 501(C)(3) 390336 PARTNER AGENCY INVESTMENTS FRIEND INC COMMUNITY SERVICES 658D NOBLE STREET KUTZTOWN PA 19530 501(C)(3) 121141 PARTNER AGENCY INVESTMENTS GIRL SCOUTS OF EASTERN PENNSYLVANIA 330 MANOR ROAD MIQUON PA 19444 501(C)(3) 112968 PARTNER AGENCY INVESTMENTS GREATER BERKS FOOD BANK 1011 TUCKERTON COURT READING PA 19605 501(C)(3) 59535 PARTNER AGENCY INVESTMENTS GREATER READING MENTAL HEALTH ALLIANCE 122 WEST LANCASTER AVENUE SUITE 207 207 SHILLINGTON PA 19607 501(C)(3) 114238 PARTNER AGENCY INVESTMENTS HABITAT FOR HUMANITY OF BERKS COUNTY 336 SOUTH 18TH STREET READING PA 19602 501(C)(3) 37655 PARTNER AGENCY INVESTMENTS JEWISH FEDERATION OF READING PA 1100 BERKSHIRE BOULEVARD WYOMISSING PA 19610 501(C)(3) 67524 PARTNER AGENCY INVESTMENTS LITERACY COUNCIL OF READING-BERKS 35 SOUTH DWIGHT STREET WEST LAWN PA 19609 501(C)(3) 54178 PARTNER AGENCY INVESTMENTS OLIVET BOYS & GIRLS CLUB OF READING & BERKS COUNTY 1161 PERSHING BOULEVARD READING PA 19611 501(C)(3) 894426 PARTNER AGENCY INVESTMENTS & SUBCONTRACTED GRANTS OPPORTUNITY HOUSE 430 NORTH SECOND STREET READING PA 19601 501(C)(3) 199046 PARTNER AGENCY INVESTMENTS & SUBCONTRACTED GRANTS READING AREA COMMUNITY COLLEGE 10 SOUTH SECOND STREET PO BOX 1706 READING PA 19603 105084 PROGRAM FUNDING INVESTMENTS - ESL LANGUAGE CLASSES & RAPID RESPONSE GRANT THE SALVATION ARMY OF READING PO BOX 1099 READING PA 19602 501(C)(3) 273578 PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANT THRESHOLD REHABILITATION SERVICES INC 1000 LANCASTER AVENUE READING PA 19607 501(C)(3) 121311 PARTNER AGENCY INVESTMENTS UNITED SERVICE ORGANIZATION 2111 WILSON BLVD ARLINGTON VA 22201 501(C)(3) 30356 PARTNER AGENCY INVESTMENTS YMCA OF READING & BERKS COUNTY 631 WASHINGTON STREET READING PA 19603 501(C)(3) 399002 PARTNER AGENCY INVESTMENTS UNITED COMMUNITY SERVICES FOR WORKING FAMILIES 116 NORTH FIFTH STREET READING PA 19601 501(C)(3) 83475 PROGRAM FUNDING INVESTMENTS BERKS AIDS NETWORKCO-COUNTY WELLNESS 429 WALNUT STREET PO BOX 8626 READING PA 19603 501(C)(3) 77968 PARTNER AGENCY INVESTMENTS COMMUNITY PREVENTION PARTNERSHIP 227 NORTH 5TH STREET READING PA 19604 501(C)(3) 16709 PARTNER ANGENCY INVESTMENTS & RAPID RESPONSE GRANT BOYERTOWN AREA MULTI SERVICES INC 200 W SPRING STREET BOYERTOWN PA 19512 501(C)(3) 15000 RAPID RESPONSE GRANT BERKS COMMUNITY HEALTH CENTER 838 PENN STREET READING PA 19601 501(C)(3) 30300 SUBCONTRACTED GRANT 40 PART I, LINE 2: 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 2013, 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. X X 0 0 0 0 0 0 0 0 0 TAMMY L WHITE PRESIDENT 135016 0 0 0 8000 0 0 0 19167 0 162183 0 0 0 X 31 238539 FAIR MARKET VALUE 0 1 0 FORM 990, PART III, LINE 4A READY. 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 21 ELEMENTARY SCHOOLS WITHIN SEVEN SCHOOL DISTRICTS: ANTIETAM, DANIEL BOONE, EXETER, GOVERNOR MIFFLIN, HAMBURG, MUHLENBERG AND READING. 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 2014-15 SCHOOL YEAR. SEVERAL COMMUNITY EVENTS WERE ORGANIZED AROUND THIS WORK IN 2013, INCLUDING "READAPALOOZA", WHICH FEATURED A SERIES OF ACTIVITIES DURING A WEEK-LONG COMMUNITY AWARENESS AND ENGAGEMENT EFFORT. VARIED STORY TIMES THROUGHOUT THE COMMUNITY AND ACTIVITIES IN PARTNERSHIP WITH THE BERKS COUNTY PUBLIC LIBRARY SYSTEM, THE READING FIGHTIN PHILS, BARNES & NOBLE AND OTHERS, WERE FEATURED. 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: " READING FLUENCY -87% OF THE PARTICIPATING STUDENTS SHOWED IMPROVEMENT IN THEIR ORAL READING FLUENCY. " READING ACCURACY - 68% OF THE PARTICIPATING STUDENTS SHOWED IMPROVEMENT IN THEIR ORAL READING ACCURACY. 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 2013, 2,418 CALLS WERE RECEIVED (A 27% INCREASE OVER 2012), WITH THE MAJORITY FOCUSED ON INQUIRES RELATING TO UTILITIES ASSISTANCE, HOUSING, FOOD, HOMELESSNESS, HEALTH SERVICES, GOVERNMENT AND/OR LEGAL ISSUES AND MENTAL HEALTH ISSUES. TOP AGENCY REFERRALS INCLUDED: THE SALVATION ARMY, PA DEPARTMENT OF PUBLIC WELFARE, GREATER BERKS FOOD BANK, CATHOLIC CHARITIES, AS WELL AS OTHER LOCAL NONPROFITS AND GOVERNMENT/LEGAL ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS ARE RELATED: EDWINA AND ROBERT DAVIS - SPOUSES DIANE AND MICHAEL DUFF - SPOUSES VIRGINIA AND JEFFREY RUSH - SPOUSES ELLEN AND DANIEL HUYETT - SPOUSES JOANN AND SCOTT GRUBER - SPOUSES FIVE 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 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 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 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 839,101. UNREALIZED GAIN/LOSS ON BENEFICIAL INTEREST 68,994. ADJUSTMENT TO REFLECT UNFUNDED PENSION LIABILITY -86,026.