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Nonprofiteer
← BERKS COUNTY COMMUNITY FOUNDATION INC

Form 990 for tax year 2023

Filed by BERKS COUNTY COMMUNITY FOUNDATION INC.

Totals

Total revenue
$14,492,472
Total expenses
$8,455,001
Contributions and grants received
$4,945,427
Grants paid
$5,379,002
Program service revenue
$30,433
Investment income
$9,515,428
Other revenue
$1,184
Total assets, end of year
$135,142,453
Total liabilities, end of year
$7,921,919
Net assets or fund balances, end of year
$127,220,534
Program services expenses (Part IX)
$6,975,753
Management and general expenses
$988,786
Fundraising expenses
$490,462
Program service expenses (Part III)
$6,975,753

Program services were 82.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALFRED WEBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS F SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GABRIELA RAFUL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN K MURPHY

    PRESIDENT

    Total calculated
    $317,813
    From this org
    $295,972
    From related orgs
    $0
    Other
    $21,841
    Hours/week
    37.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $255,972
    Bonus
    $40,000
    Other
    $0
    Deferred
    $11,250
    Nontaxable benefits
    $10,591
    Filer's total
    $317,813

  • LYN CAMELLA-RICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL J ROWLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RAMONA TURPIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN N DENARO

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • VICKI EBNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS FLYNN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HON CARISSA JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD L STOUDT JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRANCES A AITKEN

    TREASURER & CHIEF OPERATIN

    Total calculated
    $213,286
    From this org
    $195,627
    From related orgs
    $0
    Other
    $17,659
    Hours/week
    37.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $185,187
    Bonus
    $10,440
    Other
    $0
    Deferred
    $7,916
    Nontaxable benefits
    $9,743
    Filer's total
    $213,286

  • JAY R WAGNER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • HEIDI WILLIAMSON

    CHIEF STRATEGY OFCR (THRU 12/31/23)

    Total calculated
    $182,391
    From this org
    $176,040
    From related orgs
    $0
    Other
    $6,351
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $163,940
    Bonus
    $12,100
    Other
    $0
    Deferred
    $5,698
    Nontaxable benefits
    $653
    Filer's total
    $182,391

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 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

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BCCF PROPERTIES LLC

    HOLD AND MANAGE REAL ESTATE · PA

    Directly controlled by BERKS COUNTY COMMUNITY FOUNDATION INC

  • COMMUNITY PROPERTIES LLC

    HOLD AND MANAGE REAL ESTATE · PA

    Directly controlled by BERKS COUNTY COMMUNITY FOUNDATION INC

Provenance

Return type
form_990
Tax year
2023
Filed
19 February 2025
IRS schema version
2023v6.0
Source object
202520569349301027

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

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