Skip to content
Nonprofiteer
← BERKS ENCORE INC

Form 990 for tax year 2022

Filed by BERKS ENCORE INC.

Totals

Total revenue
$2,444,831
Total expenses
$2,578,862
Contributions and grants received
$2,296,282
Grants paid
$0
Program service revenue
$188,777
Investment income
-$39,650
Other revenue
-$578
Total assets, end of year
$5,074,605
Total liabilities, end of year
$402,155
Net assets or fund balances, end of year
$4,672,450
Program services expenses (Part IX)
$2,190,689
Management and general expenses
$208,455
Fundraising expenses
$179,718
Program service expenses (Part III)
$2,190,689

Program services were 84.9% 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

    $163,797

  • 1c · Fundraising events

    $10,747

  • 1e · Government grants (contributions)

    $1,426,832

  • 1f · All other contributions, gifts and grants

    $694,906

  • 2a · Program service revenue: ADVERTISING

    total $123,448 · unrelated business $123,448

  • 2b · Program service revenue: PROGRAM INCOME

    total $64,977 · related or exempt $64,977

  • 2c · Program service revenue: REGISTRATION FEES

    total $272 · related or exempt $272

  • 2d · Program service revenue: CONTRACT REVENUE

    total $80 · related or exempt $80

  • 3 · Investment income

    total $39,506 · excluded $39,506

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

    securities $79,156

  • 7c · Gain or loss

    securities -$79,156

  • 7d · Net gain or loss

    total -$79,156 · related or exempt -$79,156

  • 8a · Fundraising events: gross income

    $1,368

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

    $10,747

  • 8b · Fundraising events: direct expenses

    $4,210

  • 8c · Net income from fundraising events

    total -$2,842 · excluded -$2,842

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $2,264 · related or exempt $2,264

  • 11e · Other revenue, total

    $2,264

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $118,730 · program services $86,679 · management and general $16,621 · fundraising $15,430

  • 7 · Other salaries and wages

    total $1,121,055 · program services $975,109 · management and general $55,622 · fundraising $90,324

  • 8 · Pension plan contributions

    total $51,843 · program services $40,921 · management and general $3,453 · fundraising $7,469

  • 9 · Other employee benefits

    total $199,803 · program services $167,928 · management and general $18,300 · fundraising $13,575

  • 10 · Payroll taxes

    total $96,161 · program services $82,894 · management and general $5,489 · fundraising $7,778

  • 11c · Fees: accounting

    total $11,725 · program services $8,502 · management and general $3,223

  • 11f · Fees: investment management

    total $241 · management and general $241

  • 11g · Fees: other

    total $72,229 · program services $56,077 · management and general $1,430 · fundraising $14,722

  • 12 · Advertising and promotion

    total $21,237 · program services $18,902 · fundraising $2,335

  • 14 · Information technology

    total $65,319 · program services $29,471 · management and general $29,036 · fundraising $6,812

  • 16 · Occupancy

    total $187,560 · program services $164,789 · management and general $21,301 · fundraising $1,470

  • 17 · Travel

    total $46,834 · program services $45,373 · management and general $220 · fundraising $1,241

  • 22 · Depreciation, depletion and amortization

    total $105,447 · program services $92,986 · management and general $10,534 · fundraising $1,927

  • 23 · Insurance

    total $37,290 · program services $24,217 · management and general $12,660 · fundraising $413

  • 24a · Other expenses: SUPPLIES AND EQUIPMENT

    total $256,900 · program services $251,754 · management and general $3,578 · fundraising $1,568

  • 24b · Other expenses: COMMUNICATIONS

    total $135,696 · program services $125,051 · management and general $3,231 · fundraising $7,414

  • 24c · Other expenses: OTHER EXPENSES

    total $50,792 · program services $20,036 · management and general $23,516 · fundraising $7,240

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $520 · end of year $520

  • 2 · Savings and temporary cash investments

    beginning of year $381,937 · end of year $594,456

  • 3 · Pledges and grants receivable

    beginning of year $511,765 · end of year $358,002

  • 4 · Accounts receivable

    beginning of year $59,827 · end of year $43,228

  • 9 · Prepaid expenses and deferred charges

    beginning of year $22,149 · end of year $14,696

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

    $2,386,098

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

    $1,797,483

  • 10c · Land, buildings and equipment, net

    beginning of year $638,489 · end of year $588,615

  • 11 · Investments: publicly traded securities

    beginning of year $3,460,230 · end of year $3,000,717

  • 12 · Investments: other securities

    beginning of year $405,986 · end of year $319,951

  • 15 · Other assets

    beginning of year $2,000 · end of year $154,420

  • 17 · Accounts payable and accrued expenses

    beginning of year $97,265 · end of year $97,643

  • 19 · Deferred revenue

    beginning of year $133,571 · end of year $149,871

  • 25 · Other liabilities

    beginning of year $0 · end of year $154,641

  • 27 · Net assets without donor restrictions

    beginning of year $3,207,671 · end of year $2,561,562

  • 28 · Net assets with donor restrictions

    beginning of year $2,044,396 · end of year $2,110,888

Mission and programs · 2022

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 2022, THERE WERE OVER 50,000 PARTICIPANT VISITS AND OVER 29,000 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 2022, 85 DIFFERENT HEALTH AND WELLNESS CLASSES, TOTALING OVER 2,000 HOURS OF INSTRUCTION, WERE PROVIDED. COMPREHENSIVE INFORMATION AND REFERRAL SERVICES, ASSISTANCE WITH ENROLLMENT IN SNAP AND OTHER GOVERNMENT BENEFIT PROGRAMS FOR SENIORS, AND A GROCERY SHOPPING PROGRAM. IN 2022, THERE WERE APPROXIMATELY 16,000 CONTACTS MADE FOR INFORMATION AND/OR REFERRAL TO OTHER AGENCIES AND 63 INDIVIDUALS SHOPPED FOR AND DELIVERED GROCERIES FOR OVER 95 CLIENTS, VOLUNTEERING 2,500 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. 45,000 INDIVIDUALS RECEIVED OUR NEWSPAPER FILLED WITH CONSUMER INFORMATION RELEVANT TO THE BERKS COUNTY SENIOR POPULATION.

    Expenses $1,114,197 · Revenue $60,971

  • HOME DELIVERED MEALS:THE ORGANIZATION PROVIDES MEALS ON WHEELS SERVICES TO SENIOR CITIZENS THROUGHOUT BERKS COUNTY EVERY WEEKDAY.OVER 150,000 MEALS WERE DELIVERED TO MORE THAN 3,000 UNIQUE HOME-BOUND SENIORS BY OVER 600 VOLUNTEERS WHO CONTRIBUTED APPROXIMATELY 40,000 TOTAL HOURS OF SERVICE IN 2022.

    Expenses $699,314

  • 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. APPROXIMATELY 41 CLIENTS WERE SERVED IN 2022.

    Expenses $107,729 · Revenue $4,358

  • PA MEDI (FORMERLY KNOWN AS APPRISE)PA 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. 5,000 INDIVIDUALS WERE ASSISTED WITH MEDICARE QUESTIONS & ENROLLMENT

    Expenses $147,165

  • BENOURISHED/MEDICALLY TAILORED MEALSTHE ORGANIZATION PROVIDES MEDICALLY TAILORED MEALS DESIGNED TO PROMOTE A HEALTHY LIFESTYLE THROUGH NUTRITION TO HELP MANAGE HEART DISEASE AND DIABETES SAFELY AND EFFECTIVELY. THE MEALS ARE PLANNED BY A DIETITIAN AND MADE OF QUALITY FRESH INGREDIENTS FOR NUTRITIOUS AND FLAVORFUL MEALS. IN PARTNERSHIP WITH PENN STATE HEALTH ST. JOSEPH AND REDNER'S MARKETS, WE PROVIDE MEDICALLY TAILORED MEALS TO REFERRED CLIENTS WITH A CARDIAC OR DIABETIC DIAGNOSIS. 30 CLIENTS SERVED IN 2022.

    Expenses $122,284

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert D Harrop

    IMMEDIATE PAST BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • John Perate

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Eric White

    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

  • Julia Nickey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Frank Dole

    DIRECTOR AS OF JULY 2022

    Total calculated
    $0
    Hours/week
    1

  • Carl Staples

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patrick Dolan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carl Fiorini

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brenton Haupt

    DIRECTOR AS OF JULY 2022

    Total calculated
    $0
    Hours/week
    1

  • Ted Fries

    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

  • Tim McLeod

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Craig Poole

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stefanie M Shirk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joseph Sigle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas K Williams CPA CFP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Krut

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Luann Oatman

    PRESIDENT & CEO

    Total calculated
    $118,730
    From this org
    $110,185
    From related orgs
    $0
    Other
    $8,545
    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
2022
Filed
1 June 2023
IRS schema version
2022v5.0
Source object
202311529349300106

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.