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Nonprofiteer
← UNITED WAY OF BERKS COUNTY

Form 990 for tax year 2024

Filed by UNITED WAY OF BERKS COUNTY.

Totals

Total revenue
$17,615,296
Total expenses
$13,831,433
Contributions and grants received
$15,775,224
Grants paid
$9,278,236
Program services expenses (Part IX)
$11,481,257
Management and general expenses
$802,587
Fundraising expenses
$1,547,589
Program service expenses (Part III)
$11,481,257

Program services were 83.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JONI NAUGLE

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • PETE CONNORS

    VICE CHAIR AS OF MARCH

    Total calculated
    $0
    Hours/week
    1
  • RUTHANN WOLL

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1
  • ROBERT FIRELY

    ASST. SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1
  • JOHN ARNOLD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • DR CHARLES BARBERA

    DIRECTOR AS OF MAY

    Total calculated
    $0
    Hours/week
    1
  • JOHN BOBO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JAMES BOSCOV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ANTHONY COX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • KELLEY CROZIER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL DUFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • KELLY FESSLER

    DIRECTOR AS OF MARCH

    Total calculated
    $0
    Hours/week
    1
  • ROBERT GOONAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • TERRY GRASSLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • BRADLEY HALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • VICTORIA HAWKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ANGEL HELM

    DIRECTOR AS OF JANUARY

    Total calculated
    $0
    Hours/week
    1
  • SCOTT HELM

    DIRECTOR AS OF JANUARY

    Total calculated
    $0
    Hours/week
    1
  • PAMELA HERNANDEZ

    DIRECTOR AS OF MAY

    Total calculated
    $0
    Hours/week
    1
  • JASON HOERR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • DR SUSAN LOONEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • DR JOSEPH MACHAROLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • NICK MARMONTELLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • TIM MIKSIEWICZ

    DIRECTOR AS OF JANUARY

    Total calculated
    $0
    Hours/week
    1
  • DR JENNIFER MURRAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MISSY ORLANDO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • RENDY ORTIZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • CRAIG PERROTY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • SUE PERROTY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • FRANCIS POST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • SIDNEY PURNELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JULIE RAVIS

    DIRECTOR AS OF JANUARY

    Total calculated
    $0
    Hours/week
    1
  • MIKE REESE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ROBERTO SANCHEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • DHARMA SIVASAMY

    DIRECTOR AS OF JANUARY

    Total calculated
    $0
    Hours/week
    1
  • SHANNON THOMAS

    DIRECTOR AS OF JANUARY

    Total calculated
    $0
    Hours/week
    1
  • PATRICK VELEKEI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • KIM WOERLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • WESLIE LIANA

    DIRECTOR THROUGH MARCH

    Total calculated
    $0
    Hours/week
    1
  • DAVID TURNER

    DIRECTOR THROUGH MARCH

    Total calculated
    $0
    Hours/week
    1
  • ANNETTE HINES

    DIRECTOR THROUGH MAY

    Total calculated
    $0
    Hours/week
    1
  • TAMMY L WHITE

    PRESIDENT

    Total calculated
    $225,197
    From this org
    $205,743
    From related orgs
    $0
    Other
    $19,454
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $205,743
    Bonus
    $0
    Other
    $0
    Deferred
    $9,190
    Nontaxable benefits
    $10,264
    Filer's total
    $225,197
  • MONICA RUANO-WENRICH

    SR VP FINANCE & ADMIN

    Total calculated
    $154,625
    From this org
    $129,793
    From related orgs
    $0
    Other
    $24,832
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $129,793
    Bonus
    $0
    Other
    $0
    Deferred
    $6,390
    Nontaxable benefits
    $18,442
    Filer's total
    $154,625
  • SHEILA TULLI

    VP RESOURCE DEVELOPMENT

    Total calculated
    $121,668
    From this org
    $107,097
    From related orgs
    $0
    Other
    $14,571
    Hours/week
    37.5
  • JEAN MORROW

    SR VP LEADERSHIP UNITED

    Total calculated
    $135,668
    From this org
    $118,226
    From related orgs
    $0
    Other
    $17,442
    Hours/week
    37.5
  • ASHLEY CHAMBERS

    SR VP COMMUNITY IMPACT

    Total calculated
    $118,954
    From this org
    $108,045
    From related orgs
    $0
    Other
    $10,909
    Hours/week
    37.5
  • CHRIS SPANIER

    VP MARKETING & COMMUNICATIONS

    Total calculated
    $117,700
    From this org
    $101,150
    From related orgs
    $0
    Other
    $16,550
    Hours/week
    37.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
EXECUTIVE COMPENSATION PROCEDURES: UNITED WAY OF BERKS COUNTY'S PRIMARY OBJECTIVE IS TO PROVIDE A REASONABLE AND COMPETITIVE EXECUTIVE COMPENSATION OPPORTUNITY CONSISTENT WITH COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILLS NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE ORGANIZATION'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO: - ENCOURAGE THE ATTRACTION AND RETENTION OF A HIGH CALIBER EXECUTIVE - REINFORCE THE GOALS FOR THE ORGANIZATION BY SUPPORTING TEAMWORK AND COLLABORATION - ENSURE THAT PAY IS PERCEIVED TO BE FAIR AND EQUITABLE - BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS - ENSURE THAT THE PROGRAM IS EASY TO EXPLAIN, UNDERSTAND AND ADMINISTER - BALANCE THE NEED TO BE COMPETITIVE WITH THE LIMITS OF AVAILABLE FINANCIAL RESOURCES THE CHAIRPERSON OF THE BOARD LEADS THE BOARD OF DIRECTORS IN THE EVALUATION OF THE PRESIDENT'S PERFORMANCE ON AN ANNUAL BASIS. THE PRESIDENT PRESENTS TO THE CHAIRPERSON INFORMATION ON THE ACCOMPLISHMENTS OF THE ORGANIZATION AND ITS PROGRESS TOWARD ACHIEVING THE GOALS OUTLINED IN THE STRATEGIC PLAN, THE FULFILLMENT OF HIS/HER DUTIES AND RESPONSIBILITIES AS OUTLINED IN THE POSITION DESCRIPTION, AND THE MANNER IN WHICH THE CHALLENGES OF THE ORGANIZATION HAVE BEEN ADDRESSED AND THE OPPORTUNITIES TAKEN. THE PRESIDENT ALSO DEFINES AND DISCUSSES CURRENT AND FUTURE ORGANIZATIONAL CHALLENGES AND OPPORTUNITIES. THIS INFORMATION IS SHARED WITH THE BOARD OF DIRECTORS. IN ADDITION TO THE ANNUAL REVIEW, A PRESIDENT'S EVALUATION SURVEY IS CONDUCTED ON A BIENNIAL BASIS WITH FULL BOARD PARTICIPATION, THE RESULTS OF WHICH ARE COMPILED AND ANALYZED BY A THIRD-PARTY PROVIDER HAVING NO VESTED INTEREST IN THE OUTCOME OF THIS PROCESS. A FORMAL REPORT IS PRESENTED BY THE PROVIDER FIRST TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR INITIAL DISCUSSION, THEN TO THE FULL BOARD OF DIRECTORS AS PART OF AN EXECUTIVE SESSION. FOLLOWING THIS SESSION, THE CHAIRPERSON MEETS WITH THE PRESIDENT AND SHARES THE RESULTS OF THE GROUP EVALUATION AS WELL AS ANY GOALS OR SUGGESTIONS THE BOARD HAS RELATIVE TO THE INFORMATION PRESENTED AND THE FUTURE DIRECTION OF THE ORGANIZATION. THE CHAIRPERSON OF THE BOARD COMMUNICATES THE RESULTS OF THE ASSESSMENT VERBALLY TO THE PRESIDENT AND THE INFORMATION IS CAPTURED THROUGH THE MINUTES OF THE EXECUTIVE SESSIONS FOR EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS. THE RESULTS OF THE ASSESSMENT ARE INCLUDED IN THE PRESIDENT'S PERSONNEL FILE. THE LEVEL AND FORM OF COMPENSATION IS DETERMINED FOLLOWING A REVIEW OF LOCAL COMPENSATION LEVELS OF CEO'S OF ORGANIZATIONS OF SIMILAR SIZE AND SCOPE, AS WELL AS THE COMPENSATION LEVELS OF CEO'S OF UNITED WAY ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. WHILE UNITED WAY FOCUSES ON OTHER UNITED WAYS AND NONPROFITS TO BENCHMARK COMPENSATION, THE ORGANIZATION UNDERSTANDS THAT THE MARKET FOR EXECUTIVE TALENT MAY BE BROADER THAN THE GROUP OF CHARITIES. MARKET INFORMATION FROM ADDITIONAL MARKET SEGMENTS AND PUBLISHED NOT-FOR-PROFIT COMPENSATION SURVEYS, MAY BE USED AS A SUPPLEMENT. THE PRESIDENT'S ANNUAL COMPENSATION IS COMMUNICATED BOTH VERBALLY AND IN WRITING TO THE PRESIDENT AND IS INCLUDED IN HIS/HER PERSONNEL FILE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
12 May 2025
IRS schema version
2024v5.1
Source object
202521769349300907

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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