UNITED WAY OF BERKS COUNTY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF BERKS COUNTY (EIN 23-1655375)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-06-25
IRS object ID
201311769349300401
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-06-25T08:26:07-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN232415973EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HERBEINCOMPANY INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12763 CENTURY BOULEVARDAddressLine1
CityREADINGCity
StatePAState
ZIP Code19610ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN231655375EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF BERKS COUNTY INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNITNameControl
Phone6106854550Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 702AddressLine1
CityREADINGCity
StatePAState
ZIP Code196030702ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTAMMY L WHITEName
TitlePRESIDENTTitle
Phone6106854550Phone
Date Signed2013-06-17DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJANE L COLEName
PTINP01244080PTIN
Phone6103781175Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonTAMMY L WHITENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO BOX 702AddressLine1
CityREADINGCity
StatePAState
ZIP Code196030702ZIPCode
FieldValueIRS element (for citing)
Gross Receipts11784798GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.UWBERKS.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1963YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionUNITED WAY OF BERKS COUNTY IMPROVES LIVES BY INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY.ActivityOrMissionDescription
Nbr Voting Members Governing Body48NbrVotingMembersGoverningBody
Nbr Independent Voting Members48NbrIndependentVotingMembers
Total Nbr Employees28TotalNbrEmployees
Total Nbr Volunteers1394TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year9104779ContributionsGrantsPriorYear
Contributions Grants Current Year9330398ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year436638InvestmentIncomePriorYear
Investment Income Current Year388584InvestmentIncomeCurrentYear
Other Revenue Prior Year87768OtherRevenuePriorYear
Other Revenue Current Year65236OtherRevenueCurrentYear
Total Revenue Prior Year9629185TotalRevenuePriorYear
Total Revenue Current Year9784218TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year6546177GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY6859257GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1783573SalariesEtcPriorYear
Salaries Etc Current Year1781248SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year1087082TotalFundrsngExpCurrentYear
Other Expense Prior Year677762OtherExpensePriorYear
Other Expenses Current Year665188OtherExpensesCurrentYear
Total Expenses Prior Year9007512TotalExpensesPriorYear
Total Expenses Current Year9305693TotalExpensesCurrentYear
Revenues Less Expenses Prior Year621673RevenuesLessExpensesPriorYear
Revenues Less Expenses CY478525RevenuesLessExpensesCY
Total Assets BOY17124570TotalAssetsBOY
Total Assets EOY18167787TotalAssetsEOY
Total Liabilities BOY2484322TotalLiabilitiesBOY
Total Liabilities EOY2292320TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY14640248NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY15875467NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionUNITED WAY OF BERKS COUNTY IMPROVES LIVES BY INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense7604092Expense
Grants6859257Grants
DescriptionUNITED WAY OF BERKS COUNTY TACKLES CRITICAL COMMUNITY ISSUES WITHIN FOUR PRIMARY FOCUS AREAS: EDUCATION, INCOME, HEALTH AND SAFETY NET SERVICES. MUCH OF THE WORK IS CARRIED OUT THROUGH PROGRAMS IN COORDINATION WITH OUR 34 AGENCY PARTNERS. FUNDED PROGRAMS ARE IDENTIFIED AND EVALUATED THROUGH THE EFFORTS OF THE COMMUNITY IMPACT CABINET AND ALLOCATION REVIEW TEAM MEMBERS. PROGRAM FUNDING LEVELS ARE BASED ON PERFORMANCE AND PRIORITY TO THE BERKS COUNTY COMMUNITY. SEE SCHEDULE O FOR CONTINUATIONKEY RESULTS WITHIN OUR FOCUS AREAS DURING 2012 INCLUDE:EDUCATIONWE ALL HAVE A STAKE IN MAKING SURE CHILDREN GROW UP TO BE PRODUCTIVE CITIZENS WHO GIVE BACK TO THE COMMUNITY. A GOOD EDUCATION IS THE FOUNDATION FOR A CHILD'S SUCCESS IN WORK AND LIFE - - AND A GOOD EDUCATION BEGINS EARLY. LAST YEAR, UNITED WAY: HELPED CLOSE TO 900 CHILDREN RECEIVE HIGH-QUALITY CHILD CARE, WITH ALMOST 200 RECEIVING CARE DURING NON-TRADITIONAL HOURS SO THEIR PARENTS COULD WORK OR ATTEND SCHOOL. PROVIDED EDUCATION, RECREATION AND GUIDANCE SERVICES AND YEAR-ROUND AFTER SCHOOL PROGRAMS FOR MORE THAN 8,200 CHILDREN. PROVIDED A POSITIVE ROLE MODEL OR MENTOR TO OVER 200 YOUTH TO HELP THEM ACHIEVE SUCCESS IN SCHOOL. SUPPORTED MENTORING PROGRAMS THROUGH AGENCY PARTNER, BIG BROTHERS/BIG SISTERS AND ENCOURAGE KIDS TO STAY IN SCHOOL AND MAKE THE RIGHT CHOICES. IN 2012, OF THE ELIGIBLE YOUTH SERVED, THOSE WHO PARTICIPATED FOR ONE YEAR OR LONGER ACHIEVED THE FOLLOWING: 100% GRADUATED FROM HIGH SCHOOL. 99.5% ADVANCED TO THE NEXT ACADEMIC GRADE LEVEL AND THERE WAS A LESS THAN 1% TEENAGE PREGNANCY RATE. MORE THAN 780 AT-RISK GIRLS PARTICIPATED IN AFTER-SCHOOL PROGRAMS THROUGH AGENCY PARTNER, GIRL SCOUTS OF EASTERN PENNSYLVANIA. FUNDED PROGRAMS THROUGH HAWK MT. COUNCIL: BOY SCOUTS OF AMERICA, IN WHICH OVER 5,600 YOUTH PARTICIPATED. SUPPORTED EDUCATIONAL, RECREATIONAL AND GUIDANCE PROGRAMS, THROUGH THE OLIVET BOYS AND GIRLS CLUB OF READING AND BERKS COUNTY, WHERE 90% OF ELEMENTARY STUDENTS INCREASED OR MAINTAINED THEIR ACADEMIC GRADES. 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 LONG-TERM CONSEQUENCES SUCH AS LOWER EDUCATION LEVELS, POOR HEALTH AND UNSTABLE HOUSING. TOGETHER, WE CAN HELP PROMOTE FINANCIAL AND LONG-TERM STABILITY. LAST YEAR, UNITED WAY FUNDED PROGRAMS THAT: HELPED OVER 650 BERKS COUNTIANS LEARN TO READ BETTER AND GAIN FUNCTIONAL READING SKILLS. HELPED 24 PERSONS IN OUR COMMUNITY WITH PHYSICAL OR DEVELOPMENTAL DISABILITIES TO OBTAIN AND MAINTAIN A DESIRABLE JOB AS A RESULT OF VOCATIONAL TRAINING SERVICES PROVIDED BY THRESHOLD, A UNITED WAY PARTNER AGENCY. 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. LAST YEAR, UNITED WAY FUNDED PROGRAMS THAT: HELPED FUND THE MEALS ON WHEELS PROGRAM,THROUGH AGENCY PARTER BERKS ENCORE, WHICH DELIVERED A NUTRITIONALLY BALANCED MEAL TO ALMOST 700 HOMEBOUND, ELDERLY CLIENTS, 5 DAYS A WEEK. HELPED OVER 1,500 DEAF AND HARD OF HEARING CLIENTS AND THEIR FAMILIES COMPLETE THEIR DAILY ACTIVITIES THROUGH THE HELP OF VARIED ASSISTIVE HEARING METHODS AND OTHER SERVICES. SUPPORTED PROGRAMS THROUGH BERKS VISITING NURSE ASSOCIATION THAT PROVIDED OLDER ADULTS AND PEOPLE WITH DISABILITIES AND CHRONIC HEALTH PROBLEMS WITH SKILLED NURSING SERVICES. IN 2012, 76% OF THE PATIENTS WHO RECEIVED HOME HEALTH CARE SERVICES WERE ABLE TO REMAIN INDEPENDENT IN THEIR HOMES DUE TO THESE SERVICES. FUNDED PROGRAMS THOUGH THE CENTER FOR MENTAL HEALTH AT THE READING HOSPITAL PROVIDES YOUTH AND TEENS AND THEIR FAMILIES WITH BEHAVIORAL HEALTH SERVICES. 62% OF THE YOUTH WHO IDENTIFIED DIFFICULTIES WITH SCHOOL BEHAVIOR AS THEIR PRIMARY PROBLEM WERE REPORTED AS HAVING IMPROVED IN SCHOOL BEHAVIOR. PROVIDED MEDICAL EVALUATIONS, THERAPY SERVICES AND THERAPEUTIC RECREATION TO MORE THAN 775 CHILDREN ACROSS BERKS COUNTY WITH DEVELOPMENTAL, PHYSICAL OR OTHER DISABILITIES, THROUGH EASTER SEALS, A PARTNER AGENCY.SAFETY NET SERVICESWHEN PEOPLE DO NOT HAVE THEIR BASIC NEEDS MET, THE CONSEQUENCES MAY BE SEVERE. IT'S IMPORTANT TO ENSURE VITAL SERVICES ARE IN PLACE TO HELP MEET BASIC NEEDS AND SUPPORT DISASTER RELIEF SERVICES. LAST YEAR, UNITED WAY FUNDED PROGRAMS THAT: PROVIDED EMERGENCY SHELTER TO NEARLY 256 WOMEN AND MORE THAN 221 CHILDREN WHO WERE VICTIMS OF DOMESTIC VIOLENCE THROUGH PROGRAMS AT BERKS WOMEN IN CRISIS. PROVIDED EMERGENCY SHELTER FOR A MINIMUM OF ONE NIGHT, INCLUDING A NUTRITIOUS MEAL, TO OVER 500 ADULTS AND 80 CHILDREN AT OPPORTUNITY HOUSE. PROVIDED INFORMATION, REFERRAL, TRANSLATION AND OTHER SUPPORTIVE SERVICES TO MORE THAN 3,100 PEOPLE THROUGH UNITED WAY FUNDED SERVICES AT CENTRO HISPANO. ASSISTED MORE THAN 1,000 PEOPLE IN KUTZTOWN AND SURROUNDING RURAL ARES WITH THEIR FOOD AND OTHER BASIC NEEDS AT FRIEND, INC., COMMUNITY SERVICES. FUNDED PROGRAMS AT AMERICAN RED CROSS: BERKS COUNTY CHAPTER TO ASSIST ABOUT 100 FAMILIES SUFFERING THE DISASTER OF LOSING OR HAVING THEIR HOME SEVERELY DAMAGED DUE TO FIRES, FLOODS OR OTHER DISASTERS. THESE FAMILIES INCLUDED 335 PEOPLE WHO RECEIVED FOOD, CLOTHING, SHELTER AND REPLACEMENT FURNITURE. HELPED MORE THAN 22,000 PEOPLE WITH FOOD ASSISTANCE, UTILITIES OR MEDICAL PRESCRIPTIONS.IN 2012, READY.SET. READ! WAS LAUNCHED AS A NEW COMMUNITY INITIATIVE DESIGNED TO IMPROVE THIRD GRADE READING PROFICIENCY BY WORKING WITH SCHOOLS, PARTNERS AND VOLUNTEERS THROUGHOUT BERKS COUNTY. 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. UNITED WAY OF BERKS COUNTY MANAGES READY.SET.READ! AND IS SUPPORTED BY AN ADVISORY GROUP REPRESENTING THE EDUCATIONAL COMMUNITY, BUSINESS, COMMUNITY PARTNERS AND INDIVIDUAL VOLUNTEERS.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.A VOLUNTEER TUTORING PROGRAM IS A PRIMARY COMPONENT OF THE INITIATIVE. CURRENTLY, NEARLY 90 TRAINED VOLUNTEERS, INCLUDING CORPORATE EMPLOYEES, COLLEGE STUDENTS, RETIRED EDUCATORS AND COMMUNITY MEMBERS, VOLUNTEER AT 12 ELEMENTARY SCHOOLS WITHIN FOUR SCHOOL DISTRICTS: EXETER, HAMBURG, MUHLENBERG AND READING. THE TUTORS WORK WITH NEARLY 100 2ND GRADERS NEEDING ASSISTANCE TO BECOME PROFICIENT READERS, AS MEASURED BY 3RD GRADE PSSA READING SCORES. PLANS ARE IN PLACE TO EXPAND THE TUTORING PROGRAM TO ADDITIONAL SCHOOL DISTRICTS AND SCHOOLS FOR THE 2013-2014 SCHOOL YEAR.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 2012, 1,900 CALLS WERE RECEIVED, WITH THE MAJORITY FOCUSED ON INQUIRES RELATING TO UTILITIES ASSISTANCE, HOUSING AND FOOD RESOURCES, HEALTH SERVICES, GOVERNMENT AND/OR LEGAL ISSUES AND MENTAL HEALTH ISSUES. TOP AGENCY REFERRALS INCLUDED: GREATER BERKS FOOD BANK, PA DEPARTMENT OF WELFARE, THE SALVATION ARMY, BERKS COMMUNITY ACTION PROGRAM, AS WELL AS OTHER LOCAL NONPROFITS AND GOVERNMENT/LEGAL ORGANIZATIONS.Description
Total Program Service Expense7604092TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109611NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees28NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members48NbrVotingGoverningBodyMembers
Number Independent Voting Members48NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MONICA RUANO-WENRICHBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6106854550TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1501 WASHINGTON STREET PO BOX 702AddressLine1
CityREADINGCity
StatePAState
ZIP Code196030702ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (52 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
TAMMY ARNER
DIRECTOR1.00X000
PAULA BARRON
DIRECTOR1.00X000
JAMES S BOSCOV
DIRECTOR1.00X000
CARL N BOTTERBUSCH
DIRECTOR1.00X000
SHARON DANKS
DIRECTOR1.00X000
ROBERT D DAVIS
DIRECTOR1.00X000
DIANE DUFF
DIRECTOR1.00X000
MICHAEL A DUFF
DIRECTOR1.00X000
DOUGLAS S ELLIOTT
DIRECTOR1.00X000
STEVEN E FISHER
DIRECTOR1.00X000
ANDREA FUNK
ASSISTANT SECRETARY/TREASU1.00X000X
JOANN GRUBER
DIRECTOR1.00X000
SCOTT L GRUBER
DIRECTOR1.00X000
BRADLEY C HALL
DIRECTOR1.00X000
GORDAN HOODAK
DIRECTOR1.00X000
SCOTT M HUNSICKER
DIRECTOR1.00X000
ROBERT JEFFERSON
DIRECTOR1.00X000
GEOFFREY N JONES
DIRECTOR1.00X000
JOANNE M JUDGE
SECRETARY/TREASURER1.00X000X
KRISTIN KEARNEY
DIRECTOR1.00X000
STEVEN KEIFER
DIRECTOR1.00X000
ANN KRARAS
DIRECTOR1.00X000
CHRIS G KRARAS
VICE-CHAIRMAN1.00X000X
DR SOLOMON LAUSCH
DIRECTOR1.00X000
DENISE R LEE
DIRECTOR1.00X000
NICK MARMONTELLO
DIRECTOR1.00X000
JONI NAUGLE
DIRECTOR1.00X000
RICHARD L PATTERSON
DIRECTOR1.00X000
BARBARA PATTISON
DIRECTOR1.00X000
MICHAEL R REESE
DIRECTOR1.00X000
MICHELE L RICHARDS
DIRECTOR1.00X000
REVEREND LUTHER ROUTTE
DIRECTOR1.00X000
JEFFREY R RUSH
DIRECTOR1.00X000
VIRGINIA RUSH
DIRECTOR1.00X000
STEVEN A SHUMACHER
DIRECTOR1.00X000
G FRED SHAEFF JR
DIRECTOR1.00X000
ALISON SNYDER
DIRECTOR1.00X000
DAVID STROBEL
DIRECTOR1.00X000
DR CARLOS VARGAS-ABURTO
DIRECTOR1.00X000
JEFFREY WASMUTH
DIRECTOR1.00X000
STEVEN M WEIDMAN
DIRECTOR1.00X000
SCOTT R WOLFE
DIRECTOR1.00X000
CHRISTINE WULLERT
DIRECTOR1.00X000
DOUGLAS N YOCOM
CHAIRMAN1.00X000X
RICHARD ZUIDEMA
DIRECTOR1.00X000
LENIN AGUOD
DIRECTOR1.00X000
PATRICK VELEKEI
DIRECTOR1.00X000
DR ANNA WEITZ
DIRECTOR1.00X000
TAMMY L WHITE
PRESIDENT37.50138875017024X
JEAN MORROW
SR VP RESOURCE DEVELOPMENT37.5076125016752X
PATRICIA C GILES
SR VP COMMUNITY IMPACT37.5089655010503X
MONICA RUANO-WENRICH
SR VP FINANCE & ADMIN37.5075309016864X
FieldValueIRS element (for citing)
Total Reportable Comp From Org379964TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation61143TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events10500FundraisingEvents
Government Grants25668GovernmentGrants
All Other Contributions9294230AllOtherContributions
Noncash Contributions179597NoncashContributions
Total Contributions9330398TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column133222TotalRevenueColumn
Exclusion$133,222ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2244278Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1988916Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities255362Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column255362TotalRevenueColumn
Related Or Exempt Function Income255362RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events10860GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events10500CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses11664FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-804TotalRevenueColumn
Exclusion-$804ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionADMINISTRATION FEESDescription
Business Code561000BusinessCode
Total Revenue Column66040TotalRevenueColumn
Related Or Exempt Function Income66040RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue66040TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column9784218TotalRevenueColumn
Related Or Exempt Function Income321402RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$132,418ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total6859257Total
Program Services6859257ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total441108Total
Program Services171735ProgramServices
Management And General125117ManagementAndGeneral
Fundraising144256Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total972582Total
Program Services293856ProgramServices
Management And General240515ManagementAndGeneral
Fundraising438211Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total264965Total
Program Services78309ProgramServices
Management And General78606ManagementAndGeneral
Fundraising108050Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total102593Total
Program Services34445ProgramServices
Management And General24835ManagementAndGeneral
Fundraising43313Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total119464Total
Program Services47601ProgramServices
Management And General31811ManagementAndGeneral
Fundraising40052Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total129131Total
Program Services10236ProgramServices
Management And General197ManagementAndGeneral
Fundraising118698Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total32815Total
Program Services9509ProgramServices
Management And General6658ManagementAndGeneral
Fundraising16648Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total130798Total
Program Services38715ProgramServices
Management And General39010ManagementAndGeneral
Fundraising53073Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total33386Total
Program Services9698ProgramServices
Management And General7547ManagementAndGeneral
Fundraising16141Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total101967Total
Program Services32303ProgramServices
Management And General27766ManagementAndGeneral
Fundraising41898Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total26518Total
Program Services7405ProgramServices
Management And General6153ManagementAndGeneral
Fundraising12960Fundraising

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
MISCELLANEOUS7077568972309040788
EQUIPMENT RENTAL & MAIN203344126321412994

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total9305693Total
Program Services7604092ProgramServices
Management And General614519ManagementAndGeneral
Fundraising1087082Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY3636725BOY
EOY3094904EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY6306135BOY
EOY6539168EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY84504BOY
EOY47726EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY11523BOY
EOY12020EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis341142LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec217207LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY10933BOY
EOY123935EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY6377312BOY
EOY7590972EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY697438BOY
EOY759062EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY17124570BOY
EOY18167787EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY195850BOY
EOY198263EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY41833BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY2246639BOY
EOY2094057EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2484322BOY
EOY2292320EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3242964BOY
EOY3871158EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY6918256BOY
EOY7135611EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4479028BOY
EOY4868698EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY14640248BOY
EOY15875467EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY17124570BOY
EOY18167787EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses478525ReconcilationRevenueExpenses
Reconcilation Other Changes756694ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10614952CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9891322CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years9113677CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9104779CurrentTaxYearMinus1Year
Current Tax Year9330398CurrentTaxYear
Total48055128Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10614952CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9891322CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years9113677CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9104779CurrentTaxYearMinus1Year
Current Tax Year9330398CurrentTaxYear
Total48055128Total
FieldValueIRS element (for citing)
Public Support Total17048055128PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years197515CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years174478CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years113770CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year105278CurrentTaxYearMinus1Year
Current Tax Year133222CurrentTaxYear
Total724263Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years52494CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years62281CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years52116CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year69457CurrentTaxYearMinus1Year
Current Tax Year66040CurrentTaxYear
Total302388Total
FieldValueIRS element (for citing)
Total Support49081779TotalSupport
Public Support Pertcentage1700.97910PublicSupportPertcentage170
Public Support Pertcent Prior Year0.97740PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance5110374BeginningOfYearBalance
Contributions41041Contributions
Investment Earnings Or Losses621316InvestmentEarningsOrLosses
Other Expenditures233302OtherExpenditures
End Of Year Balance5539429EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance5189475BeginningOfYearBalance
Contributions76165Contributions
Investment Earnings Or Losses68060InvestmentEarningsOrLosses
Other Expenditures223326OtherExpenditures
End Of Year Balance5110374EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance4931474BeginningOfYearBalance
Contributions29798Contributions
Investment Earnings Or Losses436271InvestmentEarningsOrLosses
Other Expenditures208068OtherExpenditures
End Of Year Balance5189475EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3454631BeginningOfYearBalance
Contributions695841Contributions
Investment Earnings Or Losses974079InvestmentEarningsOrLosses
Other Expenditures193077OtherExpenditures
End Of Year Balance4931474EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance4556539BeginningOfYearBalance
Contributions37057Contributions
Investment Earnings Or Losses-956847InvestmentEarningsOrLosses
Other Expenditures182118OtherExpenditures
End Of Year Balance3454631EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.25800BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.74200PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis34216InvestmentCostOrOtherBasis
Depreciation23227Depreciation
Book Value10989BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis270547InvestmentCostOrOtherBasis
Depreciation166526Depreciation
Book Value104021BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis36379InvestmentCostOrOtherBasis
Depreciation27454Depreciation
Book Value8925BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings123935TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
DUE TO OTHER UNITED WAYS$465,234
DUE TO DESIGNATED AFFILIATED AGENCIES$1,352,647
UNFUNDED PENSION LIABILITY$276,176
FieldValueIRS element (for citing)
Total Of Amounts2094057TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt8474410TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments371293NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities130178DonatedSrvcAndUseOfFacilities
Other Revenues61624OtherRevenues
Revenue Not Rptd F990563095RevenueNotRptdF990
Revenue Subtotal7911315RevenueSubtotal
Other Revenues Not Included1872903OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt1872903RevenueNotRptdOnFinStmt
Total Revenue Per Form9909784218TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt7562968TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities130178DonatedServicesUseOfFacilities
Expenses Not Rptd F990130178ExpensesNotRptdF990
Expenses Subtotal7432790ExpensesSubtotal
Other Expenses Not Included1872903OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt1872903ExpensesNotRptdOnFinStmt
Total Expenses Per Form9909305693TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: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.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: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, 2012 AND 2011, 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 2009 AND FORWARD REMAIN OPEN FOR EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:UNREALIZED GAINS/(LOSSES) ON BENEFICIAL INTEREST 61,624.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED CONTRIBUTIONS 1,872,903.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED ALLOCATIONS 1,872,903.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1R-PHILS ALL STAR HITTING CHALLENGENameOfEvent1
Gross Receipts Event121360GrossReceiptsEvent1
Charitable Contributions Event110500CharitableContributionsEvent1
Gross Revenue Event110860GrossRevenueEvent1
Rent Facility Costs Event110500RentFacilityCostsEvent1
Other Direct Expenses Event11164OtherDirectExpensesEvent1
Gross Receipts Total21360GrossReceiptsTotal
Charitable Contributions Total10500CharitableContributionsTotal
Gross Revenue Total Events10860GrossRevenueTotalEvents
Rent Facility Costs Total Events10500RentFacilityCostsTotalEvents
Other Direct Expenses Total Events1164OtherDirectExpensesTotalEvents
Direct Expense Summary Events11664DirectExpenseSummaryEvents
Net Income Summary-804NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (47 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
UNITED WAY OF LANCASTER
630 JANET AVENUELANCASTERPA17601501(C)(3)71436STRATEGIC ISSUES & SUBCONTRACTED GRANTS
AMERICAN CANCER SOCIETY
498 BELLEVUE AVENUEREADINGPA19605501(C)(3)223781PARTNER AGENCY ALLOCATION
AMERICAN RED CROSS - BERKS COUNTY CHAPTER
701 CENTRE AVENUEREADINGPA19601501(C)(3)563511PARTNER AGENCY ALLOCATION & RAPID RESPONSE GRANT
ARC ADVOCACY SERVICES
1829 NEW HOLLAND ROAD SUITE 9READINGPA19607501(C)(3)76131PARTNER AGENCY ALLOCATION
BERKS CONNECTIONSPRETRIAL SERVICES
633 COURT STREET 16TH FLOORREADINGPA19601501(C)(3)67087PARTNER AGENCY ALLOCATION & RAPID RESPONSE GRANT
BERKS ENCORE
40 NORTH 9TH STREETREADINGPA19601501(C)(3)76499PARTNER AGENCY ALLOCATION & RAPID RESPONSE GRANT
BERKS DEAF & HARD OF HEARING SERVICES
2045 CENTRE AVENUEREADINGPA19605501(C)(3)92525PARTNER AGENCY ALLOCATION
BERKS TALKLINE
PO BOX 13234READINGPA19612501(C)(3)48927PARTNER AGENCY ALLOCATION & STRATEGIC ISSUES GRANT
BERKS VISITING NURSE ASSOCIATION
1170 BERKSHIRE BOULEVARDWYOMISSINGPA19610501(C)(3)266208PARTNER AGENCY ALLOCATION
BERKS WOMEN IN CRISIS
50 N 4TH STREETREADINGPA19601501(C)(3)153987PARTNER AGENCY ALLOCATION & RAPID RESPONSE GRANT
BIG BROTHERSBIG SISTERS OF BERKS COUNTY
303 WINDSOR STREETREADINGPA19601501(C)(3)166328PARTNER AGENCY ALLOCATION
BIRDSBORO COMMUNITY MEMORIAL CENTER
201 EAST MAIN STREETBIRDSBOROPA19508501(C)(3)57259PARTNER AGENCY ALLOCATION
BOY SCOUTS OF AMERICA - HAWK MOUNTAIN COUNCIL
5027 POTTSVILLE PIKEREADINGPA19605501(C)(3)268974PARTNER AGENCY ALLOCATION
BURN PREVENTION FOUNDATION
236 NORTH 17TH STREETALLENTOWNPA18104501(C)(3)7810DONOR DESIGNATIONS
CAMP FIRE USA ADAHI COUNCIL
172 HARTZ STORE ROADMOHNTONPA19540501(C)(3)163510PARTNER AGENCY ALLOCATION
CENTER FOR MENTAL HEALTH - THE READING HOSPITAL & MEDICAL CENTER
PO BOX 16052READINGPA19612501(C)(3)110263PARTNER AGENCY ALLOCATION
THE CHILDREN'S HOME OF READING
1010 CENTRE AVENUEREADINGPA19601501(C)(3)72068PARTNER AGENCY ALLOCATION
CENTRO HISPANO DANIEL TORRES INC
501 WASHINGTON STREETREADINGPA19601501(C)(3)197570PARTNER AGENCY ALLOCATION
COMMUNITY CHILD CARE - BERKS COUNTY INTERMEDIATE UNIT
1111 COMMONS BLVD PO BOX 16050READINGPA19612501(C)(3)219611PARTNER AGENCY ALLOCATION
COUNCIL ON CHEMICAL ABUSE
601 PENN STREET SUITE 600READINGPA19601501(C)(3)73011PROGRAM FUNDING ALLOCATION
EASTER SEALS EASTERN PENNSYLVANIA
1040 LIGGETT AVENUEREADINGPA19611501(C)(3)272445PARTNER AGENCY ALLOCATION
FAMILY GUIDANCE CENTER
1235 PENN AVENUE SUITE 205-206READINGPA19610501(C)(3)361906PARTNER AGENCY ALLOCATION
FRIEND INC COMMUNITY SERVICES
658D NOBLE STREETKUTZTOWNPA19530501(C)(3)121143PARTNER AGENCY ALLOCATION
GIRL SCOUTS OF EASTERN PENNSYLVANIA
330 MANOR ROADMIQUONPA19444501(C)(3)107213PARTNER AGENCY ALLOCATION
GREATER BERKS FOOD BANK
1011 TUCKERTON COURTREADINGPA19605501(C)(3)65850PROGRAM FUNDING ALLOCATION & RAPID RESPONSE GRANT
GREATER READING MENTAL HEALTH ALLIANCE
122 WEST LANCASTER AVENUE SUITE 207SHILLINGTONPA19607501(C)(3)114299PARTNER AGENCY ALLOCATION207
HABITAT FOR HUMANITY OF BERKS COUNTY
336 SOUTH 18TH STREETREADINGPA19602501(C)(3)27091DONOR DESIGNATION
JEWISH FEDERATION OF READING PA
1100 BERKSHIRE BOULEVARDWYOMISSINGPA19610501(C)(3)66208PARTNER AGENCY ALLOCATION
KIDSPEACE ADVANCES PROGRAM
8TH AVENUE HAY ROADTEMPLEPA19560501(C)(3)7075DONOR DESIGNATION
LITERACY COUNCIL OF READING-BERKS
35 SOUTH DWIGHT STREETWEST LAWNPA19609501(C)(3)52221PARTNER AGENCY ALLOCATION
OLIVET BOYS & GIRLS CLUB OF READING & BERKS COUNTY
1161 PERSHING BOULEVARDREADINGPA19611501(C)(3)881473PARTNER AGENCY ALLOCATION & RAPID RESPONSE GRANT
OPPORTUNITY HOUSE
430 NORTH SECOND STREETREADINGPA19601501(C)(3)154422PARTNER AGENCY ALLOCATION
READING AREA COMMUNITY COLLEGE
10 SOUTH SECOND STREET PO BOX 1706READINGPA1960362152PROGRAM FUNDING ALLOCATION - ESL LANGUAGE CLASSES
THE SALVATION ARMY OF READING
PO BOX 1099READINGPA19602501(C)(3)240926PARTNER AGENCY ALLOCATION & RAPID RESPONSE GRANT
THRESHOLD REHABILITATION SERVICES INC
1000 LANCASTER AVENUEREADINGPA19607501(C)(3)120116PARTNER AGENCY ALLOCATION
UNITED SERVICE ORGANIZATION
2111 WILSON BLVDARLINGTONVA22201501(C)(3)27432DONOR DESIGNATION
YMCA OF READING & BERKS COUNTY
631 WASHINGTON STREETREADINGPA19603501(C)(3)386428PARTNER AGENCY ALLOCATION, STRATEGIC ISSUES GRANT
UNITED COMMUNITY SERVICES FOR WORKING FAMILIES
116 NORTH FIFTH STREETREADINGPA19601501(C)(3)81084PROGRAM FUNDING ALLOCATION
BERKS AIDS NETWORKCO-COUNTY WELLNESS
429 WALNUT STREET PO BOX 8626READINGPA19603501(C)(3)86861PARTNER AGENCY ALLOCATION
READING HOUSING AUTHORITY
120 SOUTH 8TH STREETREADINGPA1960259720STRATEGIC ISSUES GRANT
FAMILY PROMISE OF BERKS COUNTY
325 NORTH 5TH STREET 1READINGPA19601501(C)(3)13000RAPID RESPONSE GRANT
HOPE RESCUE MISSION
645 NORTH 6TH STREETREADINGPA19601501(C)(3)14750RAPID RESPONSE GRANT
NEIGHBORHOOD HOUSING SERVICES OF READING INC
213 NORTH 5TH STREET SUITE 1030READINGPA19601501(C)(3)15000RAPID RESPONSE GRANT
PUBLIC HEALTH MANAGEMENT CORPORATION
260 SOUTH BROAD STREET 18TH FLOORPHILADELPHIAPA19102501(C)(3)15000RAPID RESPONSE GRANT
UNITED WAY OF PENNSYLVANIA
909 GREEN STREETHARRISBURGPA17102501(C)(3)5000RAPID RESPONSE GRANT
BERKS COMMUNITY HEALTH CENTER
838 PENN STREETREADINGPA19601501(C)(3)30000SUBCONTRACTED GRANT
ALVERNIA UNIVERSITY
400 ST BERNADINE STREETREADINGPA19607501(C)(3)7500PROGRAM GRANT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants47TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, 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 2012, WE ALLOCATED FUNDS TO 36 AGENCY PARTNERS, SUPPORTING OVER 50 PROGRAMS AND SERVICES. THROUGH SPECIAL FUNDING AND GRANT PROGRAMS WE SUPPORTED ANOTHER 11 PROGRAMS/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 AGENCIES.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonTAMMY L WHITENamePerson
TitlePRESIDENTTitle
Base Compensation Filing Org132375BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org6500OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org17024NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org155899TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions26NumberOfContributions
Noncash Contribs Rptd F990179597NoncashContribsRptdF990
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
PROGRAM SERVICE STATEMENTFORM 990, PART III, LINE 4ABERKS $ IN YOUR POCKET COALITION UNITED WAY OF BERKS COUNTY AND COLLABORATORS OFFERED THIS PROGRAM TO LOW AND MODERATE INCOME FAMILIES THROUGHOUT THE COUNTY TO HELP PEOPLE GAIN ACCESS TO THE TAX CREDITS AND REFUNDS THEY'RE ELIGIBLE FOR BY FILING THEIR TAXES FOR FREE. UNITED WAY AND PARTNERS TRAINED 110 COMMUNITY VOLUNTEERS THAT SERVED AS TAX PREPARERS. IN 2012, THE BERKS $ IN YOUR POCKET COALITION COMPLETED 3,952 TAX RETURNS FOR COUNTY RESIDENTS WITH HOUSEHOLD INCOMES OF $60,000 OR LESS, REFLECTING $3,274,806 IN TOTAL FEDERAL TAX REFUNDS. FAMILYWIZE COMMUNITY SERVICE PARTNERSHIP UNITED WAY ADMINISTERS THIS PROGRAM LOCALLY AND DISTRIBUTES THE PROGRAM'S PRESCRIPTION DRUG DISCOUNT CARD VIA THE ORGANIZATION'S WEBSITE, THROUGH LOCAL BUSINESSES, SUCH AS PHARMACIES AND WORKPLACES. THE DISCOUNT CARD IS AVAILABLE TO ANYONE, REGARDLESS OF INCOME, AGE OR HOW OFTEN PRESCRIPTIONS ARE FILLED. THE CARD MAY BE USED FOR ANY MEDICATION NOT COVERED BY INSURANCE, AND ALL FDA APPROVED BRAND NAME AND GENERIC DRUGS ARE COVERED. EVEN IF AN INDIVIDUAL HAS HEALTH INSURANCE COVERAGE, BUT NEEDS A PRESCRIBED MEDICATION NOT COVERED THROUGH THEIR INSURANCE, THE DISCOUNT CARD MAY BE USED. THE DISCOUNT CARD DOES NOT APPLY TO MAIL ORDER PRESCRIPTIONS. IN 2012, OVER 16,670 CLAIMS WERE MADE, WHICH REPRESENTED $272,521 IN SAVINGS.
FORM 990, PART VI, SECTION A, LINE 2THE FOLLOWING BOARD MEMBERS ARE RELATED: ANN AND CHRIS KRARAS-SPOUSES VIRGINIA AND JEFFREY RUSH-SPOUSES DIANE AND MICHAEL DUFF-SPOUSES JOANN AND SCOTT GRUBER-SPOUSES SCOTT HUNSICKER - SON-IN-LAW OF ANN AND CHRIS KRARAS FOUR 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.
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 INFORMATION 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 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 GUIDESTAR MISSION STATEMENT VISION STATEMENT
CHANGES IN NET ASSETS OR FUND BALANCES:FORM 990, PART XI, LINE 9:UNREALIZED GAIN/LOSS ON INVESTMENT 371,292. UNREALIZED GAIN/LOSS ON BENEFICIAL INTEREST 61,624. ADJUSTMENT TO REFLECT UNFUNDED PENSION LIABILITY 323,778.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.