Skip to content
Nonprofiteer
← BERKS ENCORE INC

Form 990 for tax year 2023

Filed by BERKS ENCORE INC.

Totals

Total revenue
$2,122,676
Total expenses
$2,530,223
Contributions and grants received
$1,842,523
Grants paid
$0
Program service revenue
$165,583
Investment income
$112,795
Other revenue
$1,775
Total assets, end of year
$4,908,227
Total liabilities, end of year
$377,314
Net assets or fund balances, end of year
$4,530,913
Program services expenses (Part IX)
$2,128,960
Management and general expenses
$220,738
Fundraising expenses
$180,525
Program service expenses (Part III)
$2,128,960

Program services were 84.1% 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.

  • 1a · Federated campaigns

    $214,237

  • 1c · Fundraising events

    $11,328

  • 1e · Government grants (contributions)

    $1,277,874

  • 1f · All other contributions, gifts and grants

    $339,084

  • 2a · Program service revenue: ADVERTISING

    total $96,880 · unrelated business $96,880

  • 2b · Program service revenue: PROGRAM INCOME

    total $68,300 · related or exempt $68,300

  • 2c · Program service revenue: REGISTRATION FEES

    total $403 · related or exempt $403

  • 3 · Investment income

    total $108,049 · excluded $108,049

  • 7a · Gross sales of assets other than inventory

    securities $4,746

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

    securities $0

  • 7c · Gain or loss

    securities $4,746

  • 7d · Net gain or loss

    total $4,746 · related or exempt $4,746

  • 8a · Fundraising events: gross income

    $834

  • 8a · Fundraising events: contributions included on line 1c

    $11,328

  • 8b · Fundraising events: direct expenses

    $2,594

  • 8c · Net income from fundraising events

    total -$1,760 · excluded -$1,760

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $3,535 · related or exempt $3,535

  • 11e · Other revenue, total

    $3,535

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $122,074 · program services $109,073 · management and general $6,104 · fundraising $6,897

  • 7 · Other salaries and wages

    total $1,085,211 · program services $921,779 · management and general $88,212 · fundraising $75,220

  • 8 · Pension plan contributions

    total $47,731 · program services $40,519 · management and general $2,543 · fundraising $4,669

  • 9 · Other employee benefits

    total $186,432 · program services $159,397 · management and general $9,848 · fundraising $17,187

  • 10 · Payroll taxes

    total $93,233 · program services $80,236 · management and general $6,876 · fundraising $6,121

  • 11c · Fees: accounting

    total $15,500 · program services $10,235 · management and general $3,466 · fundraising $1,799

  • 11f · Fees: investment management

    total $160 · management and general $160

  • 11g · Fees: other

    total $93,818 · program services $61,946 · management and general $20,980 · fundraising $10,892

  • 12 · Advertising and promotion

    total $19,250 · program services $7,512 · fundraising $11,738

  • 14 · Information technology

    total $65,636 · program services $43,338 · management and general $14,678 · fundraising $7,620

  • 16 · Occupancy

    total $184,834 · program services $161,353 · management and general $21,823 · fundraising $1,658

  • 17 · Travel

    total $48,897 · program services $46,262 · management and general $440 · fundraising $2,195

  • 22 · Depreciation, depletion and amortization

    total $98,975 · program services $87,658 · management and general $9,924 · fundraising $1,393

  • 23 · Insurance

    total $39,134 · program services $20,106 · management and general $15,076 · fundraising $3,952

  • 24a · Other expenses: SUPPLIES AND EQUIPMENT

    total $246,017 · program services $241,569 · management and general $2,092 · fundraising $2,356

  • 24b · Other expenses: COMMUNICATIONS

    total $141,942 · program services $116,717 · management and general $2,575 · fundraising $22,650

  • 24c · Other expenses: OTHER EXPENSES

    total $41,379 · program services $21,260 · management and general $15,941 · fundraising $4,178

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $520 · end of year $486

  • 2 · Savings and temporary cash investments

    beginning of year $594,456 · end of year $185,338

  • 3 · Pledges and grants receivable

    beginning of year $358,002 · end of year $203,761

  • 4 · Accounts receivable

    beginning of year $43,228 · end of year $25,729

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,696 · end of year $16,098

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

    $2,573,059

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

    $1,896,458

  • 10c · Land, buildings and equipment, net

    beginning of year $588,615 · end of year $676,601

  • 11 · Investments: publicly traded securities

    beginning of year $3,000,717 · end of year $3,331,040

  • 12 · Investments: other securities

    beginning of year $319,951 · end of year $361,996

  • 15 · Other assets

    beginning of year $154,420 · end of year $107,178

  • 17 · Accounts payable and accrued expenses

    beginning of year $97,643 · end of year $181,691

  • 19 · Deferred revenue

    beginning of year $149,871 · end of year $87,666

  • 25 · Other liabilities

    beginning of year $154,641 · end of year $107,957

  • 27 · Net assets without donor restrictions

    beginning of year $2,561,562 · end of year $2,680,148

  • 28 · Net assets with donor restrictions

    beginning of year $2,110,888 · end of year $1,850,765

Mission and programs · 2023

Mission

THE MISSION OF BERKS ENCORE IS TO DEVELOP AGING-CONFIDENT INDIVIDUALS TO ENHANCE THEIR ABILITY TO LIVE WELL LATER IN LIFE.

Activities or mission (Part I)

TO DEVELOP AGING-CONFIDENT INDIVIDUALS TO ENHANCE THEIR ABILITY TO LIVE WELL LATER IN LIFE

  • SENIOR COMMUNITY CENTER SERVICES:PROVIDES OLDER ADULTS, 60 YEARS AND OVER (AND SPOUSES) WITH A NUTRITIONALLY BALANCED NOON MEAL IN A CONGREGATE SETTING WITH SUPPORTIVE SERVICES CONSISTING OF OUTREACH ACTIVITIES, COMPANIONSHIP, HEALTH AND WELLNESS, NUTRITION EDUCATION, RECREATIONAL ACTIVITIES, INFORMATION AND REFERRAL, HEALTH SCREENINGS, EXERCISE CLASSES, ARTS/CRAFTS, GAMES, EDUCATION, COMPUTER INSTRUCTION, CASE MANAGEMENT, AND SOCIAL AND CULTURAL ACTIVITIES. IN 2023, THERE WERE 79,000 CENTER VISITS BY 2,235 UNIQUE PARTICIPANTS VISITED OUR 6 SENIOR CENTERS AND PARTICIPATED IN OUR VIRTUAL CLASSES AND PROGRAMS AND OVER 33,000 CONGREGATE MEALS SERVED AT OUR 6 SENIOR CENTER SITES. CERTIFIED AND MASTER TRAINERS PROVIDE EDUCATION IN THE EVIDENCED-BASED PROGRAMS: CHRONIC DISEASE SELF-MANAGEMENT, A MATTER OF BALANCE FALL PREVENTION PROGRAM, HEALTHY STEPS IN MOTION, DIABETES SELF-MANAGEMENT, AND CHRONIC PAIN SELF-MANAGEMENT. DURING 2023, 159 DIFFERENT HEALTH AND WELLNESS CLASSES, BOTH IN PERSON AND VIRTUAL WERE PROVIDED TO OVER 2,600 PARTICIPANTS. COMPREHENSIVE INFORMATION AND REFERRAL SERVICES, ASSISTANCE WITH ENROLLMENT IN SNAP AND OTHER GOVERNMENT BENEFIT PROGRAMS FOR SENIORS, AND A GROCERY SHOPPING PROGRAM. IN 2023, 75 INDIVIDUALS SHOPPED FOR AND DELIVERED MORE THAN 2,400 GROCERIES ORDERS FOR OVER 95 CLIENTS, VOLUNTEERING 2,733 HOURS OF SERVICE SENIOR CITIZENS CLUBS AND RETIREE ORGANIZATIONS THROUGHOUT BERKS COUNTY ARE AFFILIATED WITH THE ORGANIZATION. THE CLUBS AND ORGANIZATIONS EACH RECEIVE A PROGRAM RESOURCE BOOK, INFORMATION ABOUT SPEAKERS, NEWSLETTERS, AND INCLUSION OF CLUB NEWS IN THE ORGANIZATON'S NEWSPAPER, BERKS ENCORE NEWS. 32,000 INDIVIDUALS RECEIVED OUR NEWSPAPER FILLED WITH CONSUMER INFORMATION RELEVANT TO THE BERKS COUNTY SENIOR POPULATION.

    Expenses $1,085,264 · Revenue $65,121

  • HOME DELIVERED MEALS:THE ORGANIZATION PROVIDES MEALS ON WHEELS SERVICES TO SENIOR CITIZENS THROUGHOUT BERKS COUNTY EVERY WEEKDAY.OVER 136,000 MEALS WERE DELIVERED TO MORE THAN 1,000 UNIQUE HOME-BOUND SENIORS BY OVER 680 VOLUNTEERS WHO CONTRIBUTED APPROXIMATELY 53,000 TOTAL HOURS OF SERVICE AND OVER $14,000 BAGS OF FRESH & VEGETABLE WERE PROVIDED IN PARTNERSHIP WITH HELPING HARVEST FOOD BANK IN 2023.

    Expenses $727,512

  • PA MEDI / ADVOCACY SERVICESPA MEDI IS THE STATE HEALTH INSURANCE ASSISTANCE PROGRAM (SHIP) FOR PENNSYLVANIANS AGE 60 AND OVER. THE PENNSYLVANIA DEPARTMENT OF AGING CREATED PA MEDI TO HELP OLDER PENNSYLVANIANS UNDERSTAND THEIR HEALTH INSURANCE OPTIONS UNDER MEDICARE AND MAKE SOUND DECISIONS ABOUT WHAT IS BEST FOR THEM. PA MEDI COUNSELORS ARE SPECIALLY TRAINED VOLUNTEERS. ISSUES HANDLED THROUGH THE PA MEDI PROGRAM RANGE FROM HEALTH INSURANCE COUNSELING REGARDING MEDICARE, HMOS, SUPPLEMENTAL INSURANCE, MEDICAL ASSISTANCE, AND LONG-TERM CARE INSURANCE. APPX. 1,230 INDIVIDUALS WERE ASSISTED WITH MEDICARE QUESTIONS & ENROLLMENT RESULTING IN OVER 208,000 IN SAVINGS FOR OUR CLIENTS IN 2023.

    Expenses $154,914

  • BERKS ENCORE CARE+:CARE+ IS A FEE-BASED PROGRAM THAT WAS LAUNCHED IN 2020 TO ASSIST INDIVIDUALS AND/OR THEIR FAMILIES CREATE CARE PLANS AND CONNECT WITH RESOURCES FOR THEIR AGING LOVED ONES. FEES ARE DETERMINED ON A SLIDING SCALE BASED ON THE SENIOR'S INCOME.

    Expenses $30,349 · Revenue $3,582

  • BENOURISHED/MEDICALLY TAILORED MEALSBERKS ENCORE IS ACTIVELY WORKING TO PROVIDE THE BE NOURISHED MEDICALLY TAILORED MEAL PROGRAM ACROSS THE COUNTY IN ORDER TO REPLICATE THE SUCCESS FOUND IN THE 2022-23 PILOT. IN PARTNERSHIP WITH PENN STATE HEATH ST. JOSEPH'S READING HOSPITAL, AND MEALS ON WHEELS AMERICAN BE NOURISHED WILL LAUNCH LATER IN 2024.

    Expenses $130,921

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John Perate

    IMMEDIATE PAST BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Eric White

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Julia Nickey

    1ST VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Alison Palmer

    2ND VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Angela Lattanzio

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Dearstyne

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Patrick Dolan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Frank Dole

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carl Fiorini

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ted Fries

    DIRECTOR THRU MAY 2023

    Total calculated
    $0
    Hours/week
    1

  • Robert D Harrop

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brenton Haupt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenneth S Hawkinson PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dean C Kraras

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Krut

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim McLeod

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stefanie M Shirk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joseph Sigle

    DIRECTOR THRU NOV 23

    Total calculated
    $0
    Hours/week
    1

  • Carl W Staples

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas K Williams CPA CFP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tanieka Mason

    DIRECTOR AS OF MAY 2023

    Total calculated
    $0
    Hours/week
    1

  • Marcello Petacci

    DIRECTOR AS OF JULY 2023

    Total calculated
    $0
    Hours/week
    1

  • Michael Lannutti

    DIRECTOR AS OF JULY 2023

    Total calculated
    $0
    Hours/week
    1

  • Luann Oatman

    PRESIDENT & CEO

    Total calculated
    $122,074
    From this org
    $113,596
    From related orgs
    $0
    Other
    $8,478
    Hours/week
    35

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
23 September 2024
IRS schema version
2023v5.1
Source object
202412679349300036

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.