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Nonprofiteer
← UNITED WAY OF BERKS COUNTY

Form 990 for tax year 2025

Filed by UNITED WAY OF BERKS COUNTY.

Totals

Total revenue
$15,651,195
Total expenses
$12,372,800
Contributions and grants received
$13,524,346
Grants paid
$7,624,785
Program service revenue
$704,050
Investment income
$1,415,865
Other revenue
$6,934
Total assets, end of year
$39,687,305
Total liabilities, end of year
$3,613,820
Net assets or fund balances, end of year
$36,073,485
Program services expenses (Part IX)
$9,774,161
Management and general expenses
$1,105,133
Fundraising expenses
$1,493,506
Program service expenses (Part III)
$9,774,161

Program services were 79.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $13,524,346

  • 1g · Noncash contributions included above

    $743,190

  • 2a · Program service revenue: READ ALLIANCE

    total $518,338 · related or exempt $518,338

  • 2b · Program service revenue: TRAINING & WORKSHOP FEES

    total $126,756 · related or exempt $126,756

  • 2c · Program service revenue: EVENTS

    total $58,956 · related or exempt $58,956

  • 3 · Investment income

    total $885,949 · excluded $885,949

  • 7a · Gross sales of assets other than inventory

    securities $5,823,134

  • 7b · Less cost or other basis and sales expenses

    securities $5,293,218

  • 7c · Gain or loss

    securities $529,916

  • 7d · Net gain or loss

    total $529,916 · excluded $529,916

  • 11a · Other revenue: ADMINISTRATION FEES

    total $6,903 · related or exempt $6,903

  • 11b · Other revenue: MISCELLANEOUS

    total $31 · related or exempt $31

  • 11e · Other revenue, total

    $6,934

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,624,785 · program services $7,624,785

  • 5 · Compensation of officers, directors and key employees

    total $372,787 · program services $102,041 · management and general $198,138 · fundraising $72,608

  • 7 · Other salaries and wages

    total $1,783,907 · program services $811,446 · management and general $283,638 · fundraising $688,823

  • 9 · Other employee benefits

    total $317,848 · program services $110,382 · management and general $67,931 · fundraising $139,535

  • 10 · Payroll taxes

    total $160,999 · program services $69,652 · management and general $34,255 · fundraising $57,092

  • 11c · Fees: accounting

    total $25,945 · program services $13,483 · management and general $8,339 · fundraising $4,123

  • 11f · Fees: investment management

    total $82,115 · program services $35,556 · management and general $17,433 · fundraising $29,126

  • 11g · Fees: other

    total $1,088,635 · program services $565,783 · management and general $349,868 · fundraising $172,984

  • 12 · Advertising and promotion

    total $148,745 · program services $106,199 · management and general $400 · fundraising $42,146

  • 13 · Office expenses

    total $82,253 · program services $66,391 · management and general $2,958 · fundraising $12,904

  • 16 · Occupancy

    total $189,682 · program services $81,080 · management and general $40,026 · fundraising $68,576

  • 17 · Travel

    total $12,454 · program services $6,933 · management and general $898 · fundraising $4,623

  • 21 · Payments to affiliates

    total $161,149 · program services $67,651 · management and general $34,276 · fundraising $59,222

  • 22 · Depreciation, depletion and amortization

    total $80,154 · program services $32,646 · management and general $17,262 · fundraising $30,246

  • 23 · Insurance

    total $22,022 · program services $9,434 · management and general $4,617 · fundraising $7,971

  • 24a · Other expenses: UW SPONSORED MEETINGS

    total $92,238 · program services $36,777 · management and general $3,099 · fundraising $52,362

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $69,042 · program services $7,525 · management and general $29,901 · fundraising $31,616

  • 24c · Other expenses: EQUIPMENT RENTAL & MAIN

    total $58,040 · program services $26,397 · management and general $12,094 · fundraising $19,549

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $5,410,003 · end of year $7,731,957

  • 3 · Pledges and grants receivable

    beginning of year $9,875,958 · end of year $10,423,767

  • 4 · Accounts receivable

    beginning of year $171,827 · end of year $240,368

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,021 · end of year $16,697

  • 10a · Land, buildings and equipment: cost or other basis

    $664,734

  • 10b · Land, buildings and equipment: accumulated depreciation

    $588,402

  • 10c · Land, buildings and equipment, net

    beginning of year $150,401 · end of year $76,332

  • 11 · Investments: publicly traded securities

    beginning of year $16,931,038 · end of year $18,555,616

  • 12 · Investments: other securities

    beginning of year $937,134 · end of year $1,020,861

  • 15 · Other assets

    beginning of year $1,740,196 · end of year $1,621,707

  • 17 · Accounts payable and accrued expenses

    beginning of year $689,021 · end of year $632,790

  • 19 · Deferred revenue

    beginning of year $61,667 · end of year $180,000

  • 25 · Other liabilities

    beginning of year $2,864,881 · end of year $2,801,030

  • 27 · Net assets without donor restrictions

    beginning of year $8,615,422 · end of year $9,723,791

  • 28 · Net assets with donor restrictions

    beginning of year $23,001,587 · end of year $26,349,694

Mission and programs · 2025

Mission

UNITED WAY OF BERKS COUNTY IMPROVES LIVES BY INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY.

Activities or mission (Part I)

INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY

  • MORE THAN 190,000 CHILDREN, FAMILIES AND SENIORS BENEFITTED FROM VITAL HEALTH AND HUMAN SERVICES PROGRAMS FUNDED BY UNITED WAY OF BERKS COUNTY (UWBC) THROUGHOUT 2025. UWBC'S WORK AND INVESTMENTS FOCUS ON FOUR AREAS: EDUCATION, FINANCIAL STABILITY, HEALTH AND SAFETY NET SERVICES.SEE ADDITIONAL INFORMATION ON SCH O.DURING 2025, UWBC INVESTED FUNDING IN 51 PROGRAMS DELIVERED BY 33 AGENCIES AND 5 CONTRACTED PARTNERS, AS WELL AS SUPPORTED COMMUNITY INITIATIVES AND PROVIDED VARIOUS ONE-TIME GRANTS. ALL PROGRAMS UWBC INVESTS IN ANNUALLY ARE EVALUATED BY OUR COMMUNITY IMPACT CABINET, FOCUS AREA PANELS (FAP) AND COMPLIANCE REVIEWERS, REPRESENTING 50 VOLUNTEER COMMUNITY MEMBERS FROM VARIOUS SECTORS. THESE VOLUNTEERS DEDICATE INVALUABLE TIME TO ENSURE UWBC DOLLARS ARE INVESTED IN HIGH-PRIORITY PROGRAMS THAT ADDRESS CRITICAL CURRENT COMMUNITY NEEDS, AS WELL AS PROGRAMS THAT ARE HIGH-PERFORMING - CONSISTENTLY AND EFFECTIVELY DELIVERING A HIGH-QUALITY PROGRAM PRODUCING MEANINGFUL RESULTS FOR PARTICIPANTS. ANNUALLY, PROGRAMS RECEIVING UWBC INVESTMENTS ARE REQUIRED TO SUBMIT A REPORT THAT DETAILS HOW UWBC DOLLARS ARE SPENT TO SUPPORT PROGRAMMING AND THE OUTCOMES ACHIEVED BY CLIENTS. THESE OUTCOMES PLAY A CRUCIAL ROLE IN DETERMINING THE EFFECTIVENESS OF UWBC INVESTMENTS IN PROGRAMS. IN ADDITION TO THE PROGRAMS OUTLINED BELOW, YOU CAN READ MORE ABOUT UWBC'S VARIOUS 2025 GRANT RECIPIENTS AS REPORTED ON SCHEDULE I. UWBC INVESTED IN THE FOLLOWING PROGRAMS IN 2025:EMPOWER YOUTH: HELPING YOUNG PEOPLE REACH THEIR FULL POTENTIALUNITED WAY BELIEVES THAT EVERYONE CAN PLAY A ROLE IN ENSURING THAT CHILDREN GROW UP TO BE PRODUCTIVE CITIZENS AND MEMBERS OF OUR COMMUNITY. THIS BEGINS WITH A GOOD EDUCATION THAT IS THE FOUNDATION FOR A CHILD'S SUCCESS IN WORK AND LIFE, ALONG WITH PROVIDING SUPPORTIVE PROGRAMMING THAT HELPS YOUTH DEVELOP NECESSARY SKILLS FOR THEIR FUTURES. TO MEET THIS GOAL, KEY ISSUES ADDRESSED BY UWBC AND ITS SUPPORTED PROGRAMS IN THIS FOCUS AREA INCLUDE EARLY CHILDHOOD CARE, SCHOOL READINESS, SCHOOL SUCCESS, AND POSITIVE YOUTH DEVELOPMENT SINCE THESE ISSUES ARE ALL INTERTWINED IN HELPING CHILDREN ACHIEVE THEIR POTENTIAL. THESE PROGRAMS IMPACTED OVER 47,005 CHILDREN AND YOUTH IN BERKS COUNTY IN 2025. EARLY CARE AND SCHOOL READINESS - COMMUNITY-LEVEL OUTCOME: FAMILIES HAVE ACCESS TO AFFORDABLE AND QUALITY EARLY LEARNING EXPERIENCES THAT RESULT IN KINDERGARTEN READINESS. -- COMMUNITY SERVICES FOR CHILDREN, INC. IS A LEADER IN PROVIDING THE HIGHEST QUALITY EARLY CHILDHOOD EDUCATION AND FAMILY SERVICES FOR ECONOMICALLY DISADVANTAGED FAMILIES. SUPPORTING FAMILIES IN CHOOSING AND AFFORDING QUALITY CHILDCARE IS ONE OF THE MAIN FUNCTIONS OF THE EARLY LEARNING RESOURCE CENTER. WHILE SUPPORT AROUND CHILDCARE CONTINUES TO BE A GREAT NEED IN THE COMMUNITY, THE AVAILABILITY OF DOLLARS SUPPORTED BY UNITED WAY HELPS ALLEVIATE DEMANDS ON THE CHILD CARE WORKS SUBSIDY PROGRAM HAS MEANT THAT THE WAITING TIMES TO ACCESS CARE IS REDUCED. THE FOCUS HAS BEEN ON SUPPORTING FAMILIES IN NEED WHO DO NOT QUALIFY FOR OTHER FUNDING SOURCES TO BE ABLE TO HAVE ACCESS TO CHILDCARE. -- OPPORTUNITY HOUSE, CHILDCARE: THE SECOND STREET LEARNING CENTER IS A COMPREHENSIVE COMMUNITY CHILDCARE PROGRAM FOR CHILDREN AGES 6 WEEKS TO 13 YEARS FOCUSING ON CREATIVITY, SOCIALIZATION, AND THE DEVELOPMENT OF HIGH SELF-ESTEEM. ACTIVITIES ARE DESIGNED TO MEET THE NEEDS OF EACH INDIVIDUAL CHILD. MULTI-CULTURAL AND DEVELOPMENTALLY APPROPRIATE MATERIALS AND EQUIPMENT ARE OFFERED. IN 2025, OPPORTUNITY HOUSE OPENED PATTON AVENUE LEARNING CENTER AS ANOTHER COMPREHENSIVE CHILDCARE PROGRAM. --YMCA OF READING & BERKS COUNTY, CHILDCARE: OFFERS A SCIENTIFICALLY-BASED, IMPLEMENTED EARLY CHILDHOOD CURRICULUM THAT ALIGNS WITH THE PENNSYLVANIA LEARNING STANDARDS FOR EARLY CHILDHOOD. SINCE PLAY IS THE FOUNDATION FOR YOUNG CHILDREN'S LEARNING AND DEVELOPMENT, THE YMCA PROVIDES WELL-EQUIPPED AND CAREFULLY ARRANGED CLASSROOMS.- COMMUNITY-LEVEL OUTCOME: INDIVIDUALS GAIN KNOWLEDGE AND DEVELOP SKILLS TO ESTABLISH STRONG FAMILIES AND HELP CHILDREN REACH THEIR POTENTIAL. -- CENTRO HISPANO, ABRIENDO PUERTAS/OPENING DOORS PROGRAM: AN EVIDENCE-BASED, COMPREHENSIVE TRAINING PROGRAM, DEVELOPED BY AND FOR LATINO PARENTS WITH CHILDREN AGES 0 TO 5; AIMS TO IMPROVE THE OUTCOMES OF THE NATION'S LATINO CHILDREN BY BUILDING THE CAPACITY AND CONFIDENCE OF PARENTS TO BE STRONG AND POWERFUL ADVOCATES IN THEIR CHILDREN'S LIVES. THE PROGRAM HAS DEVELOPED A HYBRID DELIVERY MODEL TO ELIMINATE BARRIERS FOR PARENTS TO PARTICIPATE, INCLUDING TRANSPORTATION. THIS PROGRAM ALSO ALIGNS WITH UWBC'S READY.SET.READ! INITIATIVE. -- YMCA OF READING & BERKS COUNTY, PARENTING PATHWAYS (FORMERLY BABY UNIVERSITY): OFFERED AS A 6-WEEK SESSION, EACH PARTICIPANT - PARENT OR CAREGIVER WITH A CHILD FROM PRENATAL TO FIVE YEARS OLD - RECEIVES A WEEKLY HOME VISIT IN ADDITION TO THE WEEKLY CLASSROOM INSTRUCTION, WHICH INCLUDES EDUCATION ON EARLY CHILDHOOD DEVELOPMENT AND EVIDENCE-BASED PARENTING CURRICULUM.SCHOOL SUCCESS - COMMUNITY-LEVEL OUTCOME: STUDENTS WILL ACHIEVE ACADEMIC SUCCESS BY IMPROVED ATTENDANCE AND/OR PROMOTION TO THE NEXT GRADE LEVEL. -- BIG BROTHERS BIG SISTERS OF BERKS COUNTY, MENTORING PROGRAM SERVICES: THEIR MISSION IS TO PROVIDE CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING PROFESSIONALLY SUPPORTED 1-TO-1 RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER, FOREVER. THIS IS ACHIEVED THROUGH PROFESSIONALLY-DIRECTED MENTORING PROGRAMS UTILIZING CAREFULLY SCREENED AND TRAINED VOLUNTEERS AND INCLUDES ONE-TO-ONE PROGRAM, COUL (THE CLUB OF UNMATCHED LITTLES) GROUP-MENTORING, A TEEN PROGRAM THAT PROVIDES GROUP-MENTORING, AND SMART (STUDENTS & MENTORS ACHIEVING RESULTS TOGETHER), A SCHOOL-BASED PROGRAM.- COMMUNITY-LEVEL OUTCOME: STUDENTS WILL PARTICIPATE IN EDUCATIONAL EXPERIENCES DURING THE SUMMER TO MAINTAIN READING SKILLS. -- BIRDSBORO COMMUNITY MEMORIAL CENTER, OUT OF SCHOOL EDUCATION PROGRAMS: THE SUMMER READING PROGRAM FOR YOUTH IN GRADES FIRST THROUGH SIXTH ALLOWS PARTICIPANTS TO PRACTICE AND LEARN NEW STRATEGIES THAT WILL ASSIST THEM IN MAINTAINING CURRENT READING LEVELS, OR INCREASE LEVELS, THROUGHOUT THE SUMMER MONTHS. -- OLIVET BOYS AND GIRLS CLUB OF READING AND BERKS COUNTY, COMPREHENSIVE YOUTH DEVELOPMENT: OLIVET SUMMER CAMP PROGRAMS PICK UP WHEN THE AFTER-SCHOOL PROGRAM ENDS, KEEPING YOUTH ENGAGED IN PROGRAMS DURING THE SUMMER MONTHS. -- THE SALVATION ARMY READING CORPS LEARNING CENTER: A SUMMER DAY CAMP IS OFFERED FOR YOUTH IN THE SOUTHSIDE OF PENN NEIGHBORHOOD. THEY ARE PROVIDED BREAKFAST AND THEN ENJOY A DAY OF FUN INCLUDING EDUCATIONAL GAMES AND ACTIVITIES, CHARACTER DEVELOPMENT SKILLS, AND A WEEKLY FIELD TRIP. SNACKS ARE PROVIDED THROUGHOUT THE DAY AND LUNCH AND DINNER ARE ALSO PROVIDED.YOUTH DEVELOPMENT - COMMUNITY-LEVEL OUTCOME: BY PARTICIPATING IN DIVERSE, SAFE, AND EFFECTIVE OUT-OF-SCHOOL TIME PROGRAMS, YOUTH WILL DEVELOP ACADEMIC, ARTISTIC, AND/OR LEADERSHIP SKILLS. -- BIRDSBORO COMMUNITY MEMORIAL CENTER, OUT OF SCHOOL EDUCATION PROGRAMS: LITERACY PROGRAMS OFFERED AS PART OF THE AFTER-SCHOOL CLUBHOUSE, ENGAGES STUDENTS IN GRADES FIRST THROUGH SIXTH. STAFF ASSIST STUDENTS WITH HOMEWORK AND READING SUPPORT. THE PROGRAM ALSO ENCOMPASSES SOCIAL ACTIVITIES. -- GIRL SCOUTS OF EASTERN PA, GIRL LEADERSHIP IN READING: FUNDED INITIATIVES PROGRAMS PROVIDE HIGH-QUALITY OUT-OF-SCHOOL-TIME THROUGH EDUCATION OPPORTUNITIES FOR GIRLS IN UNDERSERVED COMMUNITIES IN THE CITY OF READING. GIRLS ATTEND WEEKLY MEETINGS AT CONVENIENT COMMUNITY LOCATIONS BOTH DURING THE SCHOOL YEAR AND IN THE SUMMER. -- SCOUTING AMERICA HAWK MOUNTAIN COUNCIL, TRADITIONAL SCOUTING: THIS PROGRAM OPERATES WITHIN THE LOCAL NEIGHBORHOOD AT LOCATIONS PROVIDED BY PARTNERSHIPS THAT HAVE A CONTINUED INTEREST IN CITIZENSHIP TRAINING, PERSONAL FITNESS, AND CHARACTER DEVELOPMENT. ADULT VOLUNTEERS ADMINISTER THE PROGRAMS AT ALL LEVELS WITH SUPPORT FROM THE HAWK MOUNTAIN COUNCIL. THE LEVEL OF YOUTH LEADERSHIP IS BASED UPON AGE-APPROPRIATE ACTIVITIES.

    Expenses $9,774,161 · Grants $7,624,785 · Revenue $704,050

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Joni Naugle

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Pete Connors

    CHAIR ELECT

    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

    Total calculated
    $0
    Hours/week
    1
  • John Bobo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • James Boscov

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Judge Tonya Butler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Luke Byrne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Anthony Cox

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Michael Dinan

    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
  • Angel Helm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Scott Helm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Pamela Hernandez

    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

    Total calculated
    $0
    Hours/week
    1
  • Dr Khalid Mumin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Missy Orlando

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Craig Perrotty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sue Perrotty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Francis Post

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Andrew Potteiger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sidney Purnell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Julie Ravis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Michael Reese

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Stephanie Schlott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Michael Sirbaugh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dharma Sivasamy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Cassandra Weidner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kim Woerle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr Jennifer Murray

    DIRECTOR THRU MAY

    Total calculated
    $0
    Hours/week
    1
  • Shannon Thomas

    DIRECTOR THRU MAY

    Total calculated
    $0
    Hours/week
    1
  • Tammy L White

    PRESIDENT

    Total calculated
    $215,874
    From this org
    $198,192
    From related orgs
    $0
    Other
    $17,682
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $171,295
    Bonus
    $10,000
    Other
    $16,897
    Deferred
    $9,065
    Nontaxable benefits
    $8,617
    Filer's total
    $215,874
  • Monica Ruano-Wenrich

    SR VP FINANCE & ADMIN

    Total calculated
    $156,913
    From this org
    $132,539
    From related orgs
    $0
    Other
    $24,374
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $125,039
    Bonus
    $6,500
    Other
    $1,000
    Deferred
    $6,577
    Nontaxable benefits
    $17,797
    Filer's total
    $156,913
  • Sheila Tulli

    VP RESOURCE DEVELOPMENT

    Total calculated
    $137,634
    From this org
    $113,093
    From related orgs
    $0
    Other
    $24,541
    Hours/week
    37.5
  • Jean Morrow

    SR VP LEADERSHIP UNITED

    Total calculated
    $138,223
    From this org
    $123,482
    From related orgs
    $0
    Other
    $14,741
    Hours/week
    37.5
  • Ashley Chambers

    SR VP COMMUNITY IMPACT

    Total calculated
    $125,997
    From this org
    $111,182
    From related orgs
    $0
    Other
    $14,815
    Hours/week
    37.5
  • Chris Spanier

    VP MARKETING & COMMUNICATIONS

    Total calculated
    $121,050
    From this org
    $106,963
    From related orgs
    $0
    Other
    $14,087
    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, and on a Form 990-PF Part VIII's — 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
2025
Filed
24 June 2026
IRS schema version
2025v4.2
Source object
202641759349301244

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