Form 990 for tax year 2022

Filed by UNITED WAY OF BERKS COUNTY.

Totals

Total revenue: $10,465,438
Total expenses: $13,751,958
Contributions and grants received: $10,296,839
Grants paid: $9,731,595
Program services expenses (Part IX): $11,417,006
Management and general expenses: $755,819
Fundraising expenses: $1,579,133
Program service expenses (Part III): $11,417,006

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

SCOTT REHR

CHAIR

Total calculated

$0

Hours/week

1
JONI NAUGLE

VICE CHAIR

Total calculated

$0

Hours/week

1
CHRISTINA WEEBER

SECRETARY/TREASURER

Total calculated

$0

Hours/week

1
RUTHANN WOLL

ASST. SECRETARY/TREASURER

Total calculated

$0

Hours/week

1
SARA AULESTIA

DIRECTOR

Total calculated

$0

Hours/week

1
JOHN BOBO

DIRECTOR

Total calculated

$0

Hours/week

1
DAVID CAPITANO

DIRECTOR

Total calculated

$0

Hours/week

1
BRUCE COLE

DIRECTOR

Total calculated

$0

Hours/week

1
PETER CONNORS

DIRECTOR

Total calculated

$0

Hours/week

1
SANTINA CONNORS

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
RICHARD EHST

DIRECTOR

Total calculated

$0

Hours/week

1
ROBERT FIRELY

DIRECTOR

Total calculated

$0

Hours/week

1
STEVEN FISHER

DIRECTOR

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
JOSEPH HARTZ

DIRECTOR

Total calculated

$0

Hours/week

1
VICTORIA HAWKINS

DIRECTOR

Total calculated

$0

Hours/week

1
ANNETTE HINES

DIRECTOR

Total calculated

$0

Hours/week

1
JASON HOERR

DIRECTOR

Total calculated

$0

Hours/week

1
JOANNE JUDGE

DIRECTOR

Total calculated

$0

Hours/week

1
MICHAEL KRUT

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
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
ROBERTO SANCHEZ

DIRECTOR

Total calculated

$0

Hours/week

1
ENGUITA MAITE TENA

DIRECTOR

Total calculated

$0

Hours/week

1
DAVID TURNER

DIRECTOR

Total calculated

$0

Hours/week

1
PATRICK VELEKEI

DIRECTOR

Total calculated

$0

Hours/week

1
KAREN WANG MD

DIRECTOR

Total calculated

$0

Hours/week

1
KIM WOERLE

DIRECTOR

Total calculated

$0

Hours/week

1
TAMMY L WHITE

PRESIDENT

Total calculated

$206,515

From this org

$183,064

From related orgs

$0

Other

$23,451

Hours/week

37.5

Schedule J breakdown matched by us

Base

$183,064

Bonus

$0

Other

$0

Deferred

$7,961

Nontaxable benefits

$15,490

Filer's total

$206,515
MONICA RUANO-WENRICH

SR VP FINANCE & ADMIN

Total calculated

$128,942

From this org

$110,620

From related orgs

$0

Other

$18,322

Hours/week

37.5
SHEILA TULLI

VP RESOURCE DEVELOPMENT

Total calculated

$111,458

From this org

$93,426

From related orgs

$0

Other

$18,032

Hours/week

37.5
JEAN MORROW

SR VP LEADERSHIP UNITED

Total calculated

$118,525

From this org

$107,015

From related orgs

$0

Other

$11,510

Hours/week

37.5
ASHLEY CHAMBERS

SR VP COMMUNITY IMPACT

Total calculated

$105,910

From this org

$93,969

From related orgs

$0

Other

$11,941

Hours/week

37.5
CHRIS SPANIER

VP MARKETING & COMMUNICATIONS

Total calculated

$100,575

From this org

$89,360

From related orgs

$0

Other

$11,215

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 SEMI-ANNUALLY WITH FULL BOARD PARTICIPATION, THE RESULTS OF WHICH ARE COMPILED AND ANALYZED BY A THIRD-PARTY PROVIDER HAVING NO VESTED INTEREST IN THE OUTCOME OF THIS PROCESS. A FORMAL REPORT IS PRESENTED BY THE PROVIDER FIRST TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR INITIAL DISCUSSION, THEN TO THE FULL BOARD OF DIRECTORS AS PART OF AN EXECUTIVE SESSION. FOLLOWING THIS SESSION, THE CHAIRPERSON MEETS WITH THE PRESIDENT AND SHARES THE RESULTS OF THE GROUP EVALUATION AS WELL AS ANY GOALS OR SUGGESTIONS THE BOARD HAS RELATIVE TO THE INFORMATION PRESENTED AND THE FUTURE DIRECTION OF THE ORGANIZATION. THE CHAIRPERSON OF THE BOARD COMMUNICATES THE RESULTS OF THE ASSESSMENT VERBALLY TO THE PRESIDENT AND THE INFORMATION IS CAPTURED THROUGH THE MINUTES OF THE EXECUTIVE SESSIONS FOR EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS. THE RESULTS OF THE ASSESSMENT ARE INCLUDED IN THE PRESIDENT'S PERSONNEL FILE. THE LEVEL AND FORM OF COMPENSATION IS DETERMINED FOLLOWING A REVIEW OF LOCAL COMPENSATION LEVELS OF CEO'S OF ORGANIZATIONS OF SIMILAR SIZE AND SCOPE, AS WELL AS THE COMPENSATION LEVELS OF CEO'S OF UNITED WAY ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. WHILE UNITED WAY FOCUSES ON OTHER UNITED WAYS AND NONPROFITS TO BENCHMARK COMPENSATION, THE ORGANIZATION UNDERSTANDS THAT THE MARKET FOR EXECUTIVE TALENT MAY BE BROADER THAN THE GROUP OF CHARITIES. MARKET INFORMATION FROM ADDITIONAL MARKET SEGMENTS AND PUBLISHED NOT-FOR-PROFIT COMPENSATION SURVEYS, MAY BE USED AS A SUPPLEMENT. THE PRESIDENT'S ANNUAL COMPENSATION IS COMMUNICATED BOTH VERBALLY AND IN WRITING TO THE PRESIDENT AND IS INCLUDED IN HIS/HER PERSONNEL FILE.

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

OLIVET BOYS & GIRLS CLUB OF READING & BERKS COUNTY

$1,027,070

PARTNER AGENCY INVESTMENTS: COMPREHENSIVE YOUTH DEVELOPMENT; READY SET READ SUMMER LEARNING GRANT
YMCA OF READING & BERKS COUNTY

$521,338

PARTNER AGENCY INVESTMENTS: CHILD CARE/HEALTHY YOUTH, TRANSITIONAL HOUSING, BABY UNIVERSITY
FAMILY GUIDANCE CENTER

$452,590

PARTNER AGENCY INVESTMENTS: COUNSELING
BERKS CONNECTIONSPRETRIAL SERVICES

$414,142

PARTNER AGENCY INVESTMENTS: RE-ENTRY PROGRAM; FOCUS GRANT: REENTRY WORKS
THE HARWOOD INSTITUTE FOR PUBLIC INNOVATION

$405,000

FOCUS GRANT: READING THRIVING, TOGETHER; ONE-TIME GRANT: CATALYTIC FUNDERS INITIATIVE
TOWER HEALTH AT HOME BERKS

$396,713

PARTNER AGENCY INVESTMENTS: SKILLED NURSING & RELATED SERVICES; ONE-TIME GRANTS: CHILD IMMUNIZATION & TRAINING
EASTER SEALS EASTERN PENNSYLVANIA

$379,437

PARTNER AGENCY INVESTMENTS: PEDIATRIC CLINICS, OUTPATIENT THERAPY, THERAPEUTIC RECREATION
BERKS LATINO WORKFORCE DEVELOPMENT CORPORATION

$375,000

FOCUS GRANT: WORKFORCE DEVELOPMENT
HAWK MOUNTAIN COUNCIL BOY SCOUTS OF AMERICA

$313,602

PARTNER AGENCY INVESTMENTS: COMPREHENSIVE YOUTH DEVELOPMENT, URBAN SCOUTING
THE SALVATION ARMY OF READING CORPS

$279,616

PARTNER AGENCY INVESTMENTS: LEARNING CENTER, SUPPORTIVE HOUSING, FAMILY SERVICES

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

Provenance

Return type: form_990
Tax year: 2022
Filed: 8 May 2023
IRS schema version: 2022v5.0
Source object: 202311709349300441

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

The source document this was parsed from is served over the API, which is where bulk and document access live.